MengKeng personal page - To The Moon

MengKeng

MengKeng

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2022-01-12

$AUSTAR(06118)$Did any shifu recommend to buy this later?

2022-01-21

$FINGERTANGO(06860)$Did any shifu ask you to buy?

2022-01-13

$JINHAI INTL(02225)$anyone have news about this stock?

2022-02-13

if you see how RBLX rise before the Dec 21 market crash, there is definitely potential for it to rise in the long run

Does Roblox Have a Plan to Win the Metaverse?

2021-06-21

Just be patient and dun panic this week, light will come at the end of the tunnel

Stock market's most popular trade faces 'perfect storm'

2022-01-31

Just be calm, hold on to your money and buy more when it goes lower next month. Then we can indeed earn more money to recover our existing losses

Stocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities

2021-07-08

Let's all buy when market is dipping, buy low sell high is the way to go

A So-Called “Meme Stock” That’s Actually Worth the Hype

2021-09-08

Hooray, I have Micron Technology and Vertex Pharmaceuticals. Hopefully it will indeed rise big time as the last 2 months have been dipping

Wall Street sees as much as 56% upside for its 20 favorite stocks

2021-07-27

Last one is be patient and do not panic ?

Worried About a Stock Market Crash? 4 Ways to Be Ready

2022-01-12

$CROSSTEC(03893)$Anyone knows why Singapore Nursing operator Econ Healthcare is buy $4M worth of Crosstec shares? Their business are not related in anyway.

2022-03-23

$FINGERTANGO(06860)$Any reason why 6860 rise up so high? shifu at work again? haha

2021-06-03

I am waiting for CN government to stop auditing Alibaba and then I will go in

Alibaba: One Of The Really Cheap Bargains In This Market

2022-02-04

$WINDMILL GP(01850)$How come suddenly rise 13% after afternoon market open? any shifu at work?

2021-09-01

Let's also ride on SEA shares and become rich also

Singapore Has a New Richest Person With $20 Billion Fortune

2021-07-06

Just be patient but agreesive, buy low sell high I'd always the golden rule

What to expect if 'peak everything' already has happened and markets feel the force of gravity again

2021-06-27

I am bullish about both Alibaba and Baidu but will invest it in HK market as it is cheaper and also will not be affected by US regulators

Alibaba: Can BABA Get Back To $300? Yes, It Can

2021-06-09

Vaxart is interesting as it is developing a pill instead of injection for Covid-19. Hope it can be released so that shares will rise

5 High-Octane Growth Stocks With 54% to 94% Upside, According to Wall Street

2022-06-24

I will say wait for the apple to drop more, then we bite and buy, haha

Is Now A Good Time To Buy Apple Stock As It Dips?

2022-06-12

waiting for Apple to drop, and then buy, haha

3 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off

2022-03-12

good, it allows more people to buy now

Amazon's 20-1 Stock Split Is Absolutely Bullish For Long-Term Investors

Go to Tiger App to see more news

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want to recover my loss this year","listText":"I want to recover my loss this year","text":"I want to recover my loss this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959750077","repostId":"9959206049","repostType":1,"repost":{"id":9959206049,"gmtCreate":1672983854282,"gmtModify":1676538766492,"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":"【Tiger Friday】Set a Goal for 2023","htmlText":"Hi Tigers,In the blink of an eye, we’ve arrived in 2023! Have you set your own goals for the year 2023?&nbsp;I would like to invite you to set a goal for 2023.The new year always comes with new resolutions. However, if you don't have your goals set up properly, it can be very difficult to achieve them.Setting up goals for yourself helps you achieve&nbsp;success and keeps you away from distractions.&nbsp;Research by a psychologist and career coach at Dominican University of California shows that there’s a direct correlation between setting goals and achieving success. Properly defined goals help trigger new behaviors and help you focus on what’s important to you.For example,you could create a 5-year plan&nbsp;based on what you want your life to look like in five years. Having this long-term","listText":"Hi Tigers,In the blink of an eye, we’ve arrived in 2023! Have you set your own goals for the year 2023?&nbsp;I would like to invite you to set a goal for 2023.The new year always comes with new resolutions. However, if you don't have your goals set up properly, it can be very difficult to achieve them.Setting up goals for yourself helps you achieve&nbsp;success and keeps you away from distractions.&nbsp;Research by a psychologist and career coach at Dominican University of California shows that there’s a direct correlation between setting goals and achieving success. Properly defined goals help trigger new behaviors and help you focus on what’s important to you.For example,you could create a 5-year plan&nbsp;based on what you want your life to look like in five years. Having this long-term","text":"Hi Tigers,In the blink of an eye, we’ve arrived in 2023! Have you set your own goals for the year 2023? I would like to invite you to set a goal for 2023.The new year always comes with new resolutions. However, if you don't have your goals set up properly, it can be very difficult to achieve them.Setting up goals for yourself helps you achieve success and keeps you away from distractions. Research by a psychologist and career coach at Dominican University of California shows that there’s a direct correlation between setting goals and achieving success. Properly defined goals help trigger new behaviors and help you focus on what’s important to you.For example,you could create a 5-year plan based on what you want your life to look like in five years. Having this long-term","images":[{"img":"https://community-static.tradeup.com/news/1ba05b316498033283e0c1a4c984032e","width":"1031","height":"617"},{"img":"https://community-static.tradeup.com/news/0aa396428adf933c93b9a84e98a7709b","width":"554","height":"350"},{"img":"https://community-static.tradeup.com/news/935af7daa47d6a4e043c0263c5eba385","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959206049","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959219197,"gmtCreate":1672994235520,"gmtModify":1676538767348,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"themes":[],"htmlText":"wait for the apple to fall lower, hehe","listText":"wait for the apple to fall lower, hehe","text":"wait for the apple to fall lower, hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959219197","repostId":"1103843631","repostType":4,"repost":{"id":"1103843631","kind":"news","pubTimestamp":1673012650,"share":"https://ttm.financial/m/news/1103843631?lang=&edition=fundamental","pubTime":"2023-01-06 21:44","market":"us","language":"en","title":"Apple: Don't Buy A Falling Knife","url":"https://stock-news.laohu8.com/highlight/detail?id=1103843631","media":"Seekingalpha","summary":"SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soa","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple Inc.’s shares have dropped into a new down-leg lately.</li><li>Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.</li><li>EPS and revenue estimate trends are now profoundly negative for Apple.</li></ul><p>Shares of <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> skidded to a new 1-year low on Tuesday due to growing concerns about the impact of rising Covid-19 infections in China as well as potentially weakening demand for consumer electronics in 2023. Concerns over softening consumer demand are linked to an accelerating decline of device shipments in Q3’22, lower expected iPhone shipments in Q4&#39;22 and uncertainty surrounding China’s economic reopening. Apple’s EPS and revenue estimate trends are negative and the market now expects Apple to see weak growth in FY 2023. With risks to consumer demand growing, investors buying the pullback too early risk buying a falling knife!</p><h3><img src=\"https://static.tigerbbs.com/b27e0db018a996aab7a78534b4825d78\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Fragile market setup likely lead to weak top line growth for Apple in FQ1’23</h3><p>According to data compiled by Gartner, a consulting company, worldwide PC shipments declined 19.5% in the third-quarter with major OEMs, including Apple, seeing considerable volume declines in the PC, laptop and mobile device segments. Apple’s device shipments declined 15.6% year-over-year in Q3’22 and most major manufacturers saw steep, double-digit volume declines in shipments as well.</p><p><img src=\"https://static.tigerbbs.com/df16e5efe30c9cfbd5d833db7df07b41\" tg-width=\"640\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/>Gartner hasn’t released its estimate for Q4’22 global device shipments yet, but chances are that the numbers are not going to look great due to high inflation, weakening consumer demand and high inventory levels in the industry. As a result, Apple’s revenue growth has started to slow down dramatically: in the September-quarter, Apple reported only an 8.1% increase in revenues to $90.1B with hardware growth especially slowing down hard.</p><p><img src=\"https://static.tigerbbs.com/d305e8ea0c7ade53f5c02ce339bc2b3f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Trendforce, a market intelligence provider, estimates that slowing demand as well as labor shortages in China could result in a 22% year over year decline in iPhone shipments in Q1’23. The iPhones segment is the largest business for Apple, responsible for 47.3% of net revenues in the last quarter, and a slowdown in this business is likely to have an outsized impact on Apple&#39;s valuation going forward.</p><p>Back in November 2022, Bloomberg already reported that Apple overestimated iPhone demand. Apple reacted to cooling demand for the iPhone 14 and was said to expect to produce 87M iPhones in 2022, 3M iPhones less than initially expected.</p><h3>Muted growth expectations: analysts don&#39;t expect much from Apple in FY 2023</h3><p>Apple is going to report earnings for its first fiscal quarter of FY 2023 on February 2, 2023 and the estimate trend indicates that analyst are increasingly bearish on the company’s growth prospects. In the last 90 days, EPS estimates for Apple’s FY 2023 have declined consistently due to growing worries about China&#39;s reopening prospects and down-ward EPS revisions outmatch up-ward EPS revisions by a ratio of 37:2. For FY 2023, analyst expect only 1.2% EPS growth for Apple.</p><p><img src=\"https://static.tigerbbs.com/b6f978e36e1a1fbbb1a8ae487d56241d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>The picture doesn’t look much better for Apple’s revenue estimate trend: Analysts now expect Apple to grow its top line only 2.7% in FY 2023 to $404.9B. If the reopening in China does not go well and COVID-19 infections continue to soar, I believe that Apple&#39;s estimate trend could get worse in Q1’23.</p><h3><img src=\"https://static.tigerbbs.com/732a8ccebfae0c061e885b67f2efa8f6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Stock buybacks and Apple’s valuation</h3><p>Stock buybacks could make a difference for Apple in light of increasing down-side risks and also help stabilize the stock in an increasingly unpredictable operating environment. Apple has a history of financing generous stock buybacks. In the fourth-quarter, Apple repurchased $25.2B of its shares in the market and buybacks in FY 2022 totaled $84.2B. With Apple’s stock making a new 1-year low this week (and the valuation becoming more attractive), stock buybacks now make more sense than at any time in the last year.</p><p><img src=\"https://static.tigerbbs.com/33c69341fdfbb78adf1f155a5661473a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Apple has lost about 30% of its value in the last year and the company’s market cap most recently dipped below $2T. Based off of earnings, Apple is trading at a forward P/E ratio of 18.7 X which is 24% below its 1-year P/E ratio. Given that Apple is expected to grow its EPS just about 1% this year, I don&#39;t believe that Apple is especially cheap.</p><h3><img src=\"https://static.tigerbbs.com/6c137f41be9d5e64ddf766ce70287b6c\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Final thoughts</h3><p>Apple currently has all the hallmarks of a falling knife: (1) The stock recently slumped to a new 1-year low, (2) Negative sentiment overhang has been created as reflected in declining EPS and revenue estimates, and (3) Consumer spending headwinds in a high-inflation world strongly indicate that Apple’s stock has further to fall. While shares of Apple have become much cheaper lately, the operating environment is challenged and it could get worse if device shipment estimates indicate that the down-turn in the consumer electronics market accelerated in the fourth-quarter. Although stock buybacks could help Apple offset weakness in operating conditions, the overall setup indicates that Apple is going to see a revaluation to the down-side!</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Don't Buy A Falling Knife</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Don't Buy A Falling Knife\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.EPS and revenue estimate trends ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103843631","content_text":"SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.EPS and revenue estimate trends are now profoundly negative for Apple.Shares of Apple Inc. skidded to a new 1-year low on Tuesday due to growing concerns about the impact of rising Covid-19 infections in China as well as potentially weakening demand for consumer electronics in 2023. Concerns over softening consumer demand are linked to an accelerating decline of device shipments in Q3’22, lower expected iPhone shipments in Q4'22 and uncertainty surrounding China’s economic reopening. Apple’s EPS and revenue estimate trends are negative and the market now expects Apple to see weak growth in FY 2023. With risks to consumer demand growing, investors buying the pullback too early risk buying a falling knife!Fragile market setup likely lead to weak top line growth for Apple in FQ1’23According to data compiled by Gartner, a consulting company, worldwide PC shipments declined 19.5% in the third-quarter with major OEMs, including Apple, seeing considerable volume declines in the PC, laptop and mobile device segments. Apple’s device shipments declined 15.6% year-over-year in Q3’22 and most major manufacturers saw steep, double-digit volume declines in shipments as well.Gartner hasn’t released its estimate for Q4’22 global device shipments yet, but chances are that the numbers are not going to look great due to high inflation, weakening consumer demand and high inventory levels in the industry. As a result, Apple’s revenue growth has started to slow down dramatically: in the September-quarter, Apple reported only an 8.1% increase in revenues to $90.1B with hardware growth especially slowing down hard.Trendforce, a market intelligence provider, estimates that slowing demand as well as labor shortages in China could result in a 22% year over year decline in iPhone shipments in Q1’23. The iPhones segment is the largest business for Apple, responsible for 47.3% of net revenues in the last quarter, and a slowdown in this business is likely to have an outsized impact on Apple's valuation going forward.Back in November 2022, Bloomberg already reported that Apple overestimated iPhone demand. Apple reacted to cooling demand for the iPhone 14 and was said to expect to produce 87M iPhones in 2022, 3M iPhones less than initially expected.Muted growth expectations: analysts don't expect much from Apple in FY 2023Apple is going to report earnings for its first fiscal quarter of FY 2023 on February 2, 2023 and the estimate trend indicates that analyst are increasingly bearish on the company’s growth prospects. In the last 90 days, EPS estimates for Apple’s FY 2023 have declined consistently due to growing worries about China's reopening prospects and down-ward EPS revisions outmatch up-ward EPS revisions by a ratio of 37:2. For FY 2023, analyst expect only 1.2% EPS growth for Apple.The picture doesn’t look much better for Apple’s revenue estimate trend: Analysts now expect Apple to grow its top line only 2.7% in FY 2023 to $404.9B. If the reopening in China does not go well and COVID-19 infections continue to soar, I believe that Apple's estimate trend could get worse in Q1’23.Stock buybacks and Apple’s valuationStock buybacks could make a difference for Apple in light of increasing down-side risks and also help stabilize the stock in an increasingly unpredictable operating environment. Apple has a history of financing generous stock buybacks. In the fourth-quarter, Apple repurchased $25.2B of its shares in the market and buybacks in FY 2022 totaled $84.2B. With Apple’s stock making a new 1-year low this week (and the valuation becoming more attractive), stock buybacks now make more sense than at any time in the last year.Apple has lost about 30% of its value in the last year and the company’s market cap most recently dipped below $2T. Based off of earnings, Apple is trading at a forward P/E ratio of 18.7 X which is 24% below its 1-year P/E ratio. Given that Apple is expected to grow its EPS just about 1% this year, I don't believe that Apple is especially cheap.Final thoughtsApple currently has all the hallmarks of a falling knife: (1) The stock recently slumped to a new 1-year low, (2) Negative sentiment overhang has been created as reflected in declining EPS and revenue estimates, and (3) Consumer spending headwinds in a high-inflation world strongly indicate that Apple’s stock has further to fall. While shares of Apple have become much cheaper lately, the operating environment is challenged and it could get worse if device shipment estimates indicate that the down-turn in the consumer electronics market accelerated in the fourth-quarter. Although stock buybacks could help Apple offset weakness in operating conditions, the overall setup indicates that Apple is going to see a revaluation to the down-side!","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959210407,"gmtCreate":1672993984109,"gmtModify":1676538767330,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"themes":[],"htmlText":"haha&nbsp;","listText":"haha&nbsp;","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959210407","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959325902,"gmtCreate":1672909700107,"gmtModify":1676538757060,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"themes":[],"htmlText":"haha&nbsp;","listText":"haha&nbsp;","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959325902","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950467474,"gmtCreate":1672812368798,"gmtModify":1676538741263,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"themes":[],"htmlText":"haha&nbsp;","listText":"haha&nbsp;","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950467474","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950602025,"gmtCreate":1672735438168,"gmtModify":1676538727780,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"themes":[],"htmlText":"haha&nbsp;","listText":"haha&nbsp;","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950602025","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950920784,"gmtCreate":1672645532149,"gmtModify":1676538715501,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"themes":[],"htmlText":"haha&nbsp;","listText":"haha&nbsp;","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950920784","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927484442,"gmtCreate":1672561920287,"gmtModify":1676538705565,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"themes":[],"htmlText":"haha&nbsp;","listText":"haha&nbsp;","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927484442","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927662985,"gmtCreate":1672475506648,"gmtModify":1676538695908,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582668988155006","authorIdStr":"3582668988155006"},"themes":[],"htmlText":"haha&nbsp;","listText":"haha&nbsp;","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927662985","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9002883137,"gmtCreate":1641962072699,"gmtModify":1676533667064,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/06118\">$AUSTAR(06118)$</a>Did any shifu recommend to buy this later?","listText":"<a href=\"https://ttm.financial/S/06118\">$AUSTAR(06118)$</a>Did any shifu recommend to buy this later?","text":"$AUSTAR(06118)$Did any shifu recommend to buy this later?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002883137","isVote":1,"tweetType":1,"viewCount":3987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"content":"Did Jack or James ask you to buy more shares later and will compensate you 80% of the losses if it drops further?","text":"Did Jack or James ask you to buy more shares later and will compensate you 80% of the losses if it drops further?","html":"Did Jack or James ask you to buy more shares later and will compensate you 80% of the losses if it drops further?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007955523,"gmtCreate":1642750151416,"gmtModify":1676533742959,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/06860\">$FINGERTANGO(06860)$</a>Did any shifu ask you to buy?","listText":"<a href=\"https://ttm.financial/S/06860\">$FINGERTANGO(06860)$</a>Did any shifu ask you to buy?","text":"$FINGERTANGO(06860)$Did any shifu ask you to buy?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007955523","isVote":1,"tweetType":1,"viewCount":3670,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098438715443790","authorId":"4098438715443790","name":"Pataisin","avatar":"https://static.tigerbbs.com/4007c60d9da22a8fcf6e171718b3151e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4098438715443790","idStr":"4098438715443790"},"content":"What is the price?","text":"What is the price?","html":"What is the price?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002416044,"gmtCreate":1642066835894,"gmtModify":1676533677545,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02225\">$JINHAI INTL(02225)$</a>anyone have news about this stock?","listText":"<a href=\"https://ttm.financial/S/02225\">$JINHAI INTL(02225)$</a>anyone have news about this stock?","text":"$JINHAI INTL(02225)$anyone have news about this stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/9002416044","isVote":1,"tweetType":1,"viewCount":4234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"content":"instruction was sell at 2.51","text":"instruction was sell at 2.51","html":"instruction was sell at 2.51"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092430044,"gmtCreate":1644709594743,"gmtModify":1676533953984,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"if you see how RBLX rise before the Dec 21 market crash, there is definitely potential for it to rise in the long run","listText":"if you see how RBLX rise before the Dec 21 market crash, there is definitely potential for it to rise in the long run","text":"if you see how RBLX rise before the Dec 21 market crash, there is definitely potential for it to rise in the long run","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092430044","repostId":"2210252156","repostType":4,"repost":{"id":"2210252156","kind":"highlight","pubTimestamp":1644663600,"share":"https://ttm.financial/m/news/2210252156?lang=&edition=fundamental","pubTime":"2022-02-12 19:00","market":"us","language":"en","title":"Does Roblox Have a Plan to Win the Metaverse?","url":"https://stock-news.laohu8.com/highlight/detail?id=2210252156","media":"Motley Fool","summary":"In a crowded space, Roblox has already shown it's a leader in building out the metaverse.","content":"<html><head></head><body><p>The metaverse. It&#39;s hard to go five minutes in the world of investing without hearing about it. In fact, just about any company that can claim any stake in this new virtual world is doing so, or at least trying. The company formerly known as Facebook even changed its name to <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> to signify its focus on the metaverse.</p><p>While some companies may be more aspirational in their desire to capitalize on the metaverse, <a href=\"https://laohu8.com/S/AONE.U\">one</a> company has already created enormously popular virtual worlds.</p><p><img src=\"https://static.tigerbbs.com/99fdea0b0f4e469119224f73b834c147\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Growing and keeping users</b></h2><p><b>Roblox</b> (NYSE:RBLX) is a gaming platform that is enormously popular with younger children, with approximately half of its users aged 13 or under. In third-quarter 2021, daily active users reached 47 million compared to 36 million in Q3 2020, a 31% increase. These users are also playing more, increasing the number of hours engaged by 29% to 11 billion.</p><p>Part of its appeal is that Roblox features many games within its platform, and several of them offer virtual worlds (the metaverse) where users can interact with one another. Millions of children are socializing in Roblox without ever leaving their homes. Kids are notoriously fickle, so the challenge for Roblox is keeping these users as they get older, hopefully preventing them from leaving the platform in favor of the next big thing.</p><h2><b>Moving real-world events into the metaverse</b></h2><p>One way Roblox hopes to keep its young user base engaged is by hosting events. Recently, Roblox invited music star David Guetta to perform a DJ set as a digital avatar in Roblox. Concertgoers were able to navigate through a digital world and interact with other users through activities like DJ and dance battles. This event was only the most recent in a series of events held within Roblox. Past concerts have featured acts like Ava Max, Why Don&#39;t We, Royal Blood, and Twenty One Pilots.</p><p>Roblox is trying to increase the popularity of its events where the majority of users are 13 or older. These events, which the company calls &#34;aged up,&#34; are beginning to take hold. In Q3, 28% of the top 1,000 experiences were aged up compared to just 10% in the year-ago quarter. This should be a successful strategy, as these concerts offer reasons for users to remain on the platform even as other gaming options become more appealing.</p><h2><b>Monetizing the metaverse</b></h2><p>Keeping users on the platform is important, considering most of Roblox&#39;s revenue comes from the purchase of its digital currency, Robux. The company signed a deal with skateboarding and apparel company Vans to create &#34;Vans World,&#34; which provides opportunities for users to purchase Vans products for their digital avatars. This experience drew 40 million visits in its first month. It&#39;s easy to see how other brands will recognize the value in having a presence in the metaverse, and Roblox should be able to show it has the experience and success in hosting those brands.</p><h2><b>Not the only game in town</b></h2><p>Roblox is far from the only company looking to draw users into metaverse experiences. Meta Platforms, for example, also offers a similar experience through its Oculus device. However, Roblox is an absolute hit with younger children who could ultimately grow up with the company as it adds more and more experiences. This provides a nice pipeline of users who come to the platform for the gaming and social experience but remain even as they get older for events.</p><p>Time will tell just how much of our lives the metaverse will become. But for those who believe the metaverse is the next big thing, Roblox has a pretty solid plan in place to become the winner in this space.</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>Does Roblox Have a Plan to Win the Metaverse?</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\">\nDoes Roblox Have a Plan to Win the Metaverse?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-12 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/12/does-roblox-have-a-plan-to-win-the-metaverse/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The metaverse. It's hard to go five minutes in the world of investing without hearing about it. In fact, just about any company that can claim any stake in this new virtual world is doing so, or at ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/12/does-roblox-have-a-plan-to-win-the-metaverse/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4565":"NFT概念","BK4085":"互动家庭娱乐","RBLX":"Roblox Corporation","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/12/does-roblox-have-a-plan-to-win-the-metaverse/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210252156","content_text":"The metaverse. It's hard to go five minutes in the world of investing without hearing about it. In fact, just about any company that can claim any stake in this new virtual world is doing so, or at least trying. The company formerly known as Facebook even changed its name to Meta Platforms to signify its focus on the metaverse.While some companies may be more aspirational in their desire to capitalize on the metaverse, one company has already created enormously popular virtual worlds.Growing and keeping usersRoblox (NYSE:RBLX) is a gaming platform that is enormously popular with younger children, with approximately half of its users aged 13 or under. In third-quarter 2021, daily active users reached 47 million compared to 36 million in Q3 2020, a 31% increase. These users are also playing more, increasing the number of hours engaged by 29% to 11 billion.Part of its appeal is that Roblox features many games within its platform, and several of them offer virtual worlds (the metaverse) where users can interact with one another. Millions of children are socializing in Roblox without ever leaving their homes. Kids are notoriously fickle, so the challenge for Roblox is keeping these users as they get older, hopefully preventing them from leaving the platform in favor of the next big thing.Moving real-world events into the metaverseOne way Roblox hopes to keep its young user base engaged is by hosting events. Recently, Roblox invited music star David Guetta to perform a DJ set as a digital avatar in Roblox. Concertgoers were able to navigate through a digital world and interact with other users through activities like DJ and dance battles. This event was only the most recent in a series of events held within Roblox. Past concerts have featured acts like Ava Max, Why Don't We, Royal Blood, and Twenty One Pilots.Roblox is trying to increase the popularity of its events where the majority of users are 13 or older. These events, which the company calls \"aged up,\" are beginning to take hold. In Q3, 28% of the top 1,000 experiences were aged up compared to just 10% in the year-ago quarter. This should be a successful strategy, as these concerts offer reasons for users to remain on the platform even as other gaming options become more appealing.Monetizing the metaverseKeeping users on the platform is important, considering most of Roblox's revenue comes from the purchase of its digital currency, Robux. The company signed a deal with skateboarding and apparel company Vans to create \"Vans World,\" which provides opportunities for users to purchase Vans products for their digital avatars. This experience drew 40 million visits in its first month. It's easy to see how other brands will recognize the value in having a presence in the metaverse, and Roblox should be able to show it has the experience and success in hosting those brands.Not the only game in townRoblox is far from the only company looking to draw users into metaverse experiences. Meta Platforms, for example, also offers a similar experience through its Oculus device. However, Roblox is an absolute hit with younger children who could ultimately grow up with the company as it adds more and more experiences. This provides a nice pipeline of users who come to the platform for the gaming and social experience but remain even as they get older for events.Time will tell just how much of our lives the metaverse will become. But for those who believe the metaverse is the next big thing, Roblox has a pretty solid plan in place to become the winner in this space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000652","authorId":"9000000000000652","name":"ChristKitto","avatar":"https://static.tigerbbs.com/4978f4a510bcf43d5d844a52ae86fd92","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000652","idStr":"9000000000000652"},"content":"My average is $94 and I’ve also got crazy leverage at $71, not worried at all because I’ll be green next week 🥰","text":"My average is $94 and I’ve also got crazy leverage at $71, not worried at all because I’ll be green next week 🥰","html":"My average is $94 and I’ve also got crazy leverage at $71, not worried at all because I’ll be green next week 🥰"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167976171,"gmtCreate":1624244898893,"gmtModify":1703831431909,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"Just be patient and dun panic this week, light will come at the end of the tunnel","listText":"Just be patient and dun panic this week, light will come at the end of the tunnel","text":"Just be patient and dun panic this week, light will come at the end of the tunnel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/167976171","repostId":"1134946846","repostType":4,"repost":{"id":"1134946846","kind":"news","pubTimestamp":1624244425,"share":"https://ttm.financial/m/news/1134946846?lang=&edition=fundamental","pubTime":"2021-06-21 11:00","market":"us","language":"en","title":"Stock market's most popular trade faces 'perfect storm'","url":"https://stock-news.laohu8.com/highlight/detail?id=1134946846","media":"FoxBusiness","summary":"Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares t","content":"<p>Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.</p>\n<p>The Fed’s decision to end the easy money era of the pandemic sent shockwaves through the market and put the Dow Jones Industrial Average on track for its worst week since January.</p>\n<p>Cyclical stocks on Thursday, the day after the announcement, suffered their worst day in over a year when compared to defensive stocks as investors feared the central bank’s tapering could derail the economy. Cyclicals include sectors like industrials, energy and financials, whose performance is tied to the whims of the economy.</p>\n<p>A \"cyclical correction is now underway,\" wrote a team led by Michael Hartnett, chief investment strategist at Bank of America.</p>\n<p>He noted this week’s hawkish shift by the Fed is \"bad news\" and adds to the troubles that were presented by excess positioning, China tightening and fading hopes of additional fiscal stimulus in the U.S.</p>\n<p>The Fed on Wednesday held its benchmark interest rate near zero and maintained its bond-buying program at a pace of $120 billion per month, but moved up the forecast for its first rate hike to 2023 from 2024. More members, but not a majority, said the first rate hike could occur in 2022. The central bank also teased an end to its asset purchase program, but did not give any specifics as to when the tapering might begin.</p>\n<p>The Fed last year cut interest rates to near zero and pledged to buy an unlimited amount of assets to support the U.S. economy through its sharpest economic slowdown of the post-World War II era.</p>\n<p>The yield on the 10-year bond note fell to 1.45% on Friday in response to the Fed’s tightening plans. It hit a high of 1.75% on March 31.</p>\n<p>David Rosenberg, chief economist and strategist at Toronto-based Rosenberg Research says that adjusted for interest rates, the S&amp;P 500 is 20% above its intrinsic value.</p>\n<p>He believes investors would be foolish to ignore the signal that real rates, or those adjusted for inflation, are sending to the stock market.</p>\n<p>\"Overweighting&nbsp;defensive sectors and secular growth segments that tend to benefit&nbsp;by a sharp slowing in GDP growth, is a sound strategy,\" he wrote. \"At the same&nbsp;time, if the message from real rates proves&nbsp;prescient, investors will&nbsp;be well advised to trim their cyclical exposures.\"</p>","source":"lsy1610518597439","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 market's most popular trade faces 'perfect storm'</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 market's most popular trade faces 'perfect storm'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.foxbusiness.com/markets/stock-market-most-popular-trade-being-turned-upside-down><strong>FoxBusiness</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.\nThe ...</p>\n\n<a href=\"https://www.foxbusiness.com/markets/stock-market-most-popular-trade-being-turned-upside-down\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.foxbusiness.com/markets/stock-market-most-popular-trade-being-turned-upside-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134946846","content_text":"Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.\nThe Fed’s decision to end the easy money era of the pandemic sent shockwaves through the market and put the Dow Jones Industrial Average on track for its worst week since January.\nCyclical stocks on Thursday, the day after the announcement, suffered their worst day in over a year when compared to defensive stocks as investors feared the central bank’s tapering could derail the economy. Cyclicals include sectors like industrials, energy and financials, whose performance is tied to the whims of the economy.\nA \"cyclical correction is now underway,\" wrote a team led by Michael Hartnett, chief investment strategist at Bank of America.\nHe noted this week’s hawkish shift by the Fed is \"bad news\" and adds to the troubles that were presented by excess positioning, China tightening and fading hopes of additional fiscal stimulus in the U.S.\nThe Fed on Wednesday held its benchmark interest rate near zero and maintained its bond-buying program at a pace of $120 billion per month, but moved up the forecast for its first rate hike to 2023 from 2024. More members, but not a majority, said the first rate hike could occur in 2022. The central bank also teased an end to its asset purchase program, but did not give any specifics as to when the tapering might begin.\nThe Fed last year cut interest rates to near zero and pledged to buy an unlimited amount of assets to support the U.S. economy through its sharpest economic slowdown of the post-World War II era.\nThe yield on the 10-year bond note fell to 1.45% on Friday in response to the Fed’s tightening plans. It hit a high of 1.75% on March 31.\nDavid Rosenberg, chief economist and strategist at Toronto-based Rosenberg Research says that adjusted for interest rates, the S&P 500 is 20% above its intrinsic value.\nHe believes investors would be foolish to ignore the signal that real rates, or those adjusted for inflation, are sending to the stock market.\n\"Overweighting defensive sectors and secular growth segments that tend to benefit by a sharp slowing in GDP growth, is a sound strategy,\" he wrote. \"At the same time, if the message from real rates proves prescient, investors will be well advised to trim their cyclical exposures.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586933408017245","authorId":"3586933408017245","name":"mokmokmok","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586933408017245","idStr":"3586933408017245"},"content":"buy more or hold?","text":"buy more or hold?","html":"buy more or hold?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093618143,"gmtCreate":1643606606725,"gmtModify":1676533835704,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"Just be calm, hold on to your money and buy more when it goes lower next month.&nbsp; Then we can indeed earn more money to recover our existing losses","listText":"Just be calm, hold on to your money and buy more when it goes lower next month.&nbsp; Then we can indeed earn more money to recover our existing losses","text":"Just be calm, hold on to your money and buy more when it goes lower next month. Then we can indeed earn more money to recover our existing losses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093618143","repostId":"1125536439","repostType":4,"repost":{"id":"1125536439","kind":"news","pubTimestamp":1643586675,"share":"https://ttm.financial/m/news/1125536439?lang=&edition=fundamental","pubTime":"2022-01-31 07:51","market":"us","language":"en","title":"Stocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=1125536439","media":"Barron's","summary":"The 2022 market was always going to be a tug of war between earnings and interest rates. Corporate p","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/340a7d499e07e9f14ea1774eba422745\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/></p><p>The 2022 market was always going to be a tug of war between earnings and interest rates. Corporate profit growth fueled by the reopening has come up against contracting valuations and expectations of tighter monetary policy. While the battle has led to a chaotic period for stocks, the past few weeks have played out logically and according to script. Financial markets are entering their next chapter, and investors are finally rushing to adapt.</p><p>“If the Fed really wants to fight inflation, that means higher long-term interest rates and long-duration assets will not work,” says Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, a global macro investment manager with about $16 billion in assets. “The problem is that everyone came into the year long long-duration assets.”</p><p>Long-duration assets, including many growth stocks and long-term bonds, are particularly sensitive to changes in interest rates. As rates rise, the present value of future cash flows declines, lowering today’s prices.</p><p>The S&amp;P 500 index is down 7% this year. (Friday’s late-day rally helped stocks avoid a fourth-straight week of declines.) Losses in the tech-heavy Nasdaq Composite are even greater, while the small-cap Russell 2000 is in a bear market. For many investors, the selloff feels unfamiliar—there hasn’t been a 10% correction in the S&amp;P 500 since March 2020, and the index had just one 5% pullback in all of 2021.</p><p>But 2022 could actually be closer to normal, with the recent low-volatility conditions more the exception. Since the S&amp;P 500 was created in 1957, the index has averaged about one 10% decline and more than three 5% declines every year, according to Dow Jones Market Data. The good news is that selloffs create opportunities, and 2022’s is unlikely to be different.</p><p>Jack Ablin, CIO at Cresset Capital, calls January’s drop a “garden variety technical correction,” as opposed to a more pernicious cyclical downturn or systemic problem facing the market. Stocks aren’t falling because analysts are lowering profit forecasts en masse, or because economists are predicting a recession on the horizon. Instead, the correction has taken place because of how richly the market is valued.</p><p>“Valuations may have gotten out of whack, and now we’re experiencing a revaluation of the market because interest rates are going up,” says Ablin, whose firm manages about $22 billion. “It’s like ripping a Band-Aid off.”</p><p><b>Great Expectations</b></p><p>On Wednesday, Federal Reserve Chairman Jerome Powell made it clear that it’s not the central bank’s job to put a floor under the market—the so-called Fed put. He remarked that asset prices remain “somewhat elevated,” and noted that households had plenty of savings and could withstand further declines before the situation begins to be a meaningful problem for the U.S. economy.</p><p>The Fed is set to begin lifting its target interest-rate range from near zero as soon as March, with bond-market pricing suggesting a total of five quarter-point increases in 2022. Back in October, the market had priced in just one hike. That shift in expectations has been felt in Treasuries, where yields have risen, and in high-multiple stocks and other particularly pricey assets.</p><p>Buzzy technology stocks trading for eye-watering multiples of future expected revenues, unprofitable initial public offerings, special purpose acquisition company mergers, meme stocks, and cryptocurrencies are among the biggest losers this year. Meanwhile, the 10-year Treasury note’s yield has risen by 0.28 of a percentage point in 2022, to 1.78%, as its price has declined.</p><p>Credit markets and many overseas stock indexes have held up much better than the S&amp;P 500 and Nasdaq, and the price of gold is down, confirming that the recent scare isn’t about a general flight to safety.</p><p>“Fundamentals, generally speaking, remain quite stable and in good shape,” says Dubravko Lakos-Bujas, J.P. Morgan’s chief U.S. equity strategist. “It’s really a question of multiples.”</p><p><b>Powering Through</b></p><p>In fact, the early 2022 selloff has fallen neatly along valuation lines. Through Wednesday, S&amp;P 500 stocks with low price/earnings ratios had outperformed those with high multiples by 11.5 percentage points since the start of 2022, according to Patrick Palfrey, co-head of quantitative research at Credit Suisse.</p><p>The same dynamic is true across sectors. That pattern should hold up as interest rates and bond yields continue to rise this year. Other defensive stock characteristics—think low leverage or high returns on equity—have been less of a factor.</p><p>“The valuation gap between the expensive and cheaper stocks is still very high, relative to history,” Palfrey says. “There’s a fair amount of opportunity for cheap companies to continue outperforming from here.”</p><p>One way in which 2022 might differ is that traditionally cheap sectors are getting even cheaper because of postpandemic, reopening patterns. That’s as pricier growth stocks face tough comparisons to a strong 2021.</p><p>Energy stocks are expected to grow earnings per share by 45% this year, with industrials up by 39%. Technology, meanwhile, is seen increasing EPS by just 9%.</p><p>It’s another sign that the economy isn’t the problem.</p><p><b>Volatility Spike</b></p><p>“A hawkish Fed and interest-rate increases don’t necessarily equate to the end of the bull market, as long as economic growth remains strong,” says Nuveen CIO Saira Malik.</p><p>Malik, who also manages the $139 billion College Retirement Equities fund, favors companies that can control their own fate in an inflationary environment and growing economy. Energy stocks are one option. They offer commodity exposure that should insulate them against inflation while benefiting from a global economic reopening. Malik points to Pioneer Natural Resources (ticker: PXD) and Valero Energy (VLO), in particular.</p><p>Malik also likes some established front-office software companies whose stocks have been punished. Those include Salesforce.com (CRM), which is down 28% since mid-November, and HubSpot (HUBS), off 46%. Unlike stay-at-home pandemic winners, Salesforce and HubSpot should benefit from a return to the office and increased corporate spending.</p><p>Given inflation uncertainty, volatile markets, and a rising-rate environment, Cresset’s Ablin recommends a similar quality bent, with a focus on dividend-paying shares. He likes Abbott Laboratories (ABT), Johnson &amp; Johnson (JNJ), 3M (MMM), Caterpillar (CAT), Automatic Data Processing (ADP), and McDonald’s (MCD).</p><p>In the near term, some of the big losers in January—technology stocks, biotechs, and small-caps—could see a rebound, says Lakos-Bujas, but not because uncertainty around inflation and Fed policy are going away. Rather, the market just looks to be in oversold territory.</p><p>Investor sentiment—based on the Investor Sentiment Survey from the American Association of Individual Investors, along with the Hulbert Stock Newsletter Sentiment Index—is at its most bearish level since the March 2020 selloff. Those are contrarian indicators, with history suggesting positive market returns going forward when they’ve reached similar levels. It recalls the Warren Buffett adage about being fearful when others are greedy, and greedy when others are fearful.</p><p>Valuations are now relatively undemanding, as well. The S&amp;P 500 closed the week with a forward price/earnings ratio of 20.1 times. That’s only one point higher than the index’s valuation at the end of 2019, before the Covid-19 pandemic hit, and before Tesla (TSLA) joined the S&amp;P 500.</p><p>Even traders have gotten more defensive, with the S&amp;P 500 put-to-call ratio spiking since the start of the year. That’s a sign investors are looking to hedge their market exposure, according to Michael Green, a portfolio manager and chief strategist at Simplify Asset Management, which offers several exchange-traded funds with options-based strategies. The firm’s largest ETF is the Simplify US Equity PLUS Downside Convexity (SPD), which aims to protect returns during volatile drawdowns.</p><p>If the past week felt particularly turbulent, that’s because market volatility can breed more volatility, Green observes. As demand rises for put options—which increase in value as the price of a security falls—options writers often add to the selling pressure. In order to hedge their market exposure and limit risk, they may short the same stocks they’ve sold puts on. That has contributed to the massive swings seen in recent days, and it works in both directions.</p><p>For investors, the volatility is painful, but selling out now would be a mistake. Instead, investors should use the selloff to rebalance their portfolios.</p><p>“When you see incredible volatility, that’s when you need to be maximally dispassionate,” Bernstein says. “Volatility tells you that leadership is changing in the market.”</p><p>Growth stocks won’t be the leaders in the next phase—bad news for tech and good news for more sleepy corners of the market. And over the past weeks, investors have finally woken up to that idea—seemingly all at once.</p></body></html>","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>Stocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities</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\">\nStocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-volatility-investing-opportunities-51643420533?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 2022 market was always going to be a tug of war between earnings and interest rates. Corporate profit growth fueled by the reopening has come up against contracting valuations and expectations of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-volatility-investing-opportunities-51643420533?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-volatility-investing-opportunities-51643420533?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125536439","content_text":"The 2022 market was always going to be a tug of war between earnings and interest rates. Corporate profit growth fueled by the reopening has come up against contracting valuations and expectations of tighter monetary policy. While the battle has led to a chaotic period for stocks, the past few weeks have played out logically and according to script. Financial markets are entering their next chapter, and investors are finally rushing to adapt.“If the Fed really wants to fight inflation, that means higher long-term interest rates and long-duration assets will not work,” says Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, a global macro investment manager with about $16 billion in assets. “The problem is that everyone came into the year long long-duration assets.”Long-duration assets, including many growth stocks and long-term bonds, are particularly sensitive to changes in interest rates. As rates rise, the present value of future cash flows declines, lowering today’s prices.The S&P 500 index is down 7% this year. (Friday’s late-day rally helped stocks avoid a fourth-straight week of declines.) Losses in the tech-heavy Nasdaq Composite are even greater, while the small-cap Russell 2000 is in a bear market. For many investors, the selloff feels unfamiliar—there hasn’t been a 10% correction in the S&P 500 since March 2020, and the index had just one 5% pullback in all of 2021.But 2022 could actually be closer to normal, with the recent low-volatility conditions more the exception. Since the S&P 500 was created in 1957, the index has averaged about one 10% decline and more than three 5% declines every year, according to Dow Jones Market Data. The good news is that selloffs create opportunities, and 2022’s is unlikely to be different.Jack Ablin, CIO at Cresset Capital, calls January’s drop a “garden variety technical correction,” as opposed to a more pernicious cyclical downturn or systemic problem facing the market. Stocks aren’t falling because analysts are lowering profit forecasts en masse, or because economists are predicting a recession on the horizon. Instead, the correction has taken place because of how richly the market is valued.“Valuations may have gotten out of whack, and now we’re experiencing a revaluation of the market because interest rates are going up,” says Ablin, whose firm manages about $22 billion. “It’s like ripping a Band-Aid off.”Great ExpectationsOn Wednesday, Federal Reserve Chairman Jerome Powell made it clear that it’s not the central bank’s job to put a floor under the market—the so-called Fed put. He remarked that asset prices remain “somewhat elevated,” and noted that households had plenty of savings and could withstand further declines before the situation begins to be a meaningful problem for the U.S. economy.The Fed is set to begin lifting its target interest-rate range from near zero as soon as March, with bond-market pricing suggesting a total of five quarter-point increases in 2022. Back in October, the market had priced in just one hike. That shift in expectations has been felt in Treasuries, where yields have risen, and in high-multiple stocks and other particularly pricey assets.Buzzy technology stocks trading for eye-watering multiples of future expected revenues, unprofitable initial public offerings, special purpose acquisition company mergers, meme stocks, and cryptocurrencies are among the biggest losers this year. Meanwhile, the 10-year Treasury note’s yield has risen by 0.28 of a percentage point in 2022, to 1.78%, as its price has declined.Credit markets and many overseas stock indexes have held up much better than the S&P 500 and Nasdaq, and the price of gold is down, confirming that the recent scare isn’t about a general flight to safety.“Fundamentals, generally speaking, remain quite stable and in good shape,” says Dubravko Lakos-Bujas, J.P. Morgan’s chief U.S. equity strategist. “It’s really a question of multiples.”Powering ThroughIn fact, the early 2022 selloff has fallen neatly along valuation lines. Through Wednesday, S&P 500 stocks with low price/earnings ratios had outperformed those with high multiples by 11.5 percentage points since the start of 2022, according to Patrick Palfrey, co-head of quantitative research at Credit Suisse.The same dynamic is true across sectors. That pattern should hold up as interest rates and bond yields continue to rise this year. Other defensive stock characteristics—think low leverage or high returns on equity—have been less of a factor.“The valuation gap between the expensive and cheaper stocks is still very high, relative to history,” Palfrey says. “There’s a fair amount of opportunity for cheap companies to continue outperforming from here.”One way in which 2022 might differ is that traditionally cheap sectors are getting even cheaper because of postpandemic, reopening patterns. That’s as pricier growth stocks face tough comparisons to a strong 2021.Energy stocks are expected to grow earnings per share by 45% this year, with industrials up by 39%. Technology, meanwhile, is seen increasing EPS by just 9%.It’s another sign that the economy isn’t the problem.Volatility Spike“A hawkish Fed and interest-rate increases don’t necessarily equate to the end of the bull market, as long as economic growth remains strong,” says Nuveen CIO Saira Malik.Malik, who also manages the $139 billion College Retirement Equities fund, favors companies that can control their own fate in an inflationary environment and growing economy. Energy stocks are one option. They offer commodity exposure that should insulate them against inflation while benefiting from a global economic reopening. Malik points to Pioneer Natural Resources (ticker: PXD) and Valero Energy (VLO), in particular.Malik also likes some established front-office software companies whose stocks have been punished. Those include Salesforce.com (CRM), which is down 28% since mid-November, and HubSpot (HUBS), off 46%. Unlike stay-at-home pandemic winners, Salesforce and HubSpot should benefit from a return to the office and increased corporate spending.Given inflation uncertainty, volatile markets, and a rising-rate environment, Cresset’s Ablin recommends a similar quality bent, with a focus on dividend-paying shares. He likes Abbott Laboratories (ABT), Johnson & Johnson (JNJ), 3M (MMM), Caterpillar (CAT), Automatic Data Processing (ADP), and McDonald’s (MCD).In the near term, some of the big losers in January—technology stocks, biotechs, and small-caps—could see a rebound, says Lakos-Bujas, but not because uncertainty around inflation and Fed policy are going away. Rather, the market just looks to be in oversold territory.Investor sentiment—based on the Investor Sentiment Survey from the American Association of Individual Investors, along with the Hulbert Stock Newsletter Sentiment Index—is at its most bearish level since the March 2020 selloff. Those are contrarian indicators, with history suggesting positive market returns going forward when they’ve reached similar levels. It recalls the Warren Buffett adage about being fearful when others are greedy, and greedy when others are fearful.Valuations are now relatively undemanding, as well. The S&P 500 closed the week with a forward price/earnings ratio of 20.1 times. That’s only one point higher than the index’s valuation at the end of 2019, before the Covid-19 pandemic hit, and before Tesla (TSLA) joined the S&P 500.Even traders have gotten more defensive, with the S&P 500 put-to-call ratio spiking since the start of the year. That’s a sign investors are looking to hedge their market exposure, according to Michael Green, a portfolio manager and chief strategist at Simplify Asset Management, which offers several exchange-traded funds with options-based strategies. The firm’s largest ETF is the Simplify US Equity PLUS Downside Convexity (SPD), which aims to protect returns during volatile drawdowns.If the past week felt particularly turbulent, that’s because market volatility can breed more volatility, Green observes. As demand rises for put options—which increase in value as the price of a security falls—options writers often add to the selling pressure. In order to hedge their market exposure and limit risk, they may short the same stocks they’ve sold puts on. That has contributed to the massive swings seen in recent days, and it works in both directions.For investors, the volatility is painful, but selling out now would be a mistake. Instead, investors should use the selloff to rebalance their portfolios.“When you see incredible volatility, that’s when you need to be maximally dispassionate,” Bernstein says. “Volatility tells you that leadership is changing in the market.”Growth stocks won’t be the leaders in the next phase—bad news for tech and good news for more sleepy corners of the market. And over the past weeks, investors have finally woken up to that idea—seemingly all at once.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3572923586954779","idStr":"3572923586954779"},"content":"Only possible to buy if our horizon is 3-5 years. Then this short term volatility will just be non issue. For short term traders with only months in view, better just to stay out of market for now","text":"Only possible to buy if our horizon is 3-5 years. Then this short term volatility will just be non issue. For short term traders with only months in view, better just to stay out of market for now","html":"Only possible to buy if our horizon is 3-5 years. Then this short term volatility will just be non issue. For short term traders with only months in view, better just to stay out of market for now"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149047690,"gmtCreate":1625698557710,"gmtModify":1703746470002,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"Let's all buy when market is dipping, buy low sell high is the way to go","listText":"Let's all buy when market is dipping, buy low sell high is the way to go","text":"Let's all buy when market is dipping, buy low sell high is the way to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/149047690","repostId":"1133802649","repostType":4,"repost":{"id":"1133802649","kind":"news","pubTimestamp":1625667870,"share":"https://ttm.financial/m/news/1133802649?lang=&edition=fundamental","pubTime":"2021-07-07 22:24","market":"us","language":"en","title":"A So-Called “Meme Stock” That’s Actually Worth the Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=1133802649","media":"investorplace","summary":"Don’t throw the baby out with the bath water.\nWe’ve all heard the saying several times, and we’ve al","content":"<p>Don’t throw the&nbsp;<b><i>baby</i></b>&nbsp;out with the&nbsp;<b><i>bath water</i></b>.</p>\n<p>We’ve all heard the saying several times, and we’ve all heard it applied to many different situations in many different industries. But I think that saying is perhaps most appropriate when talking about so-called “<b>meme stocks</b>” on Wall Street.</p>\n<p>Quick refresher: Meme stocks are the new term given to certain individual stocks that retail traders target via social media threads to collectively pour their money into and cause an epic rally in the share price in a short amount of time.</p>\n<p>See: GameStop, AMC, Koss, etc.</p>\n<p>Now, to be clear, most meme stocks are – from a fundamental value perspective –&nbsp;<u>complete garbage</u>. I mean… GameStop, AMC, and Koss all do have an opportunity to turn their businesses around, but realistically speaking, they still operate antiquated business models that are burning tons of cash and are being disrupted by tech startups.</p>\n<p>That’s just the facts.</p>\n<p>Having said that,<b>&nbsp;not all meme stocks are fundamentally broken</b>. Too many investors make the mistake of throwing the baby out with the bath water here. They see GameStop, AMC, and Koss, and immediately assume all meme stocks are equally fundamentally weak.</p>\n<p>But they aren’t…</p>\n<p>Take&nbsp;<b>Virgin Galactic</b>, for example. That’s a meme stock, but it’s also a space tourism pioneer doing some really amazing things that will one day create the basis for in-space “Disneyland rides.”</p>\n<p>We told you about Virgin Galactic back in late June when the stock was trading for just $15. It nearly touched $60 just last week.</p>\n<p>Another example:&nbsp;<b>Clean Energy Fuels</b>. It’s a meme stock. The company is also at the epicenter of the totally underrated renewable natural gas megatrend and could one day be an enormous clean fuel supplier for cross-country trucks.</p>\n<p>We told you about Clean Energy Fuels in December. It’s since soared as much as 210% for readers.</p>\n<p>Get the point?</p>\n<p>Some meme stocks are fundamentally broken. Others are not. There’s a lot of money to be made by knowing the difference and buying the meme stocks that, when all the hype fades, will continue to shine.</p>\n<p>Today, we are going to tell you about one such meme stock.</p>\n<p>Recently, it’s been one of the most popular meme stocks. But being a “meme” is perhaps the least interesting thing about this company, because at its core, this business is improving access to – and affordability of – healthcare for tens of millions of Americans using advanced machine learning algorithms. It’s a genius business and, when all the hype fades, this stock will keep soaring.</p>\n<p><b>A New &amp; Improved Way to Do Medicare</b></p>\n<p>There is something terribly wrong with&nbsp;<b>healthcare</b>&nbsp;in this country.</p>\n<p>Just look at the numbers…</p>\n<p>We spend&nbsp;<b><i>more money</i></b>&nbsp;than every other country in the world on healthcare. It’s not even close (about $11,000 per capita versus $5,000 to $7,000 for most of Europe). Yet, we have&nbsp;<b><i>lower life expectancy</i></b>&nbsp;(78.7 years versus 80.7 years for some European countries),&nbsp;<b><i>more health problems</i></b>&nbsp;(28% of Americans have 2 or more chronic conditions), and&nbsp;<b><i>a ton of unhappy customers</i></b>&nbsp;(81% of U.S. consumers are dissatisfied with their healthcare experience).</p>\n<p>This needs to change. U.S. healthcare has to get cheaper and deliver better outcomes for a better future.</p>\n<p><b>Clover</b>&nbsp;(NASDAQ:<b>CLOV</b>) could be the company that pioneers this long overdue healthcare revolution.</p>\n<p>The core idea of Clover is very simple: In short,&nbsp;<u>replace the healthcare administration system with artificial intelligence (AI)</u>.</p>\n<p>To do so, Clover has consumers fill out simple surveys to collect a bunch of healthcare data, which it then throws into a machine learning model called “Clover Assistant” and outputs a bunch of personalized care routines so that doctors can make informed decisions about their patients.</p>\n<p>This process makes healthcare&nbsp;<b><i>cheaper</i></b>, because it eliminates all the profit-takers in the healthcare administration supply chain and replaces them with a scalable AI technology.</p>\n<p>It also&nbsp;<b><i>improves patient outcomes</i></b>, because it leans into the power of AI to make smarter, data-driven healthcare decisions personalized at the individual level.</p>\n<p>While that idea sounds simple, the execution of it is very difficult due to the enormity of healthcare data in the world and the difficulty in processing all that data to glean valuable insights…&nbsp;<u>but that’s where Clover shines</u>.</p>\n<p>Clover has developed the industry’s best machine learning models for healthcare, which is why folks on Clover healthcare plans visit their doctors ~20% less and spend ~20% less on said visits.</p>\n<p>It’s cheaper, better healthcare.</p>\n<p>Clover is first applying this novel AI-powered healthcare administration process to older folks, for which it has developed a Clover-powered Medicare Advantage plan that is the fastest-growing Medicare Advantage plan in America… by a long shot.</p>\n<p>But that’s just the start. Clover Assistant is scalable. It can be applied across&nbsp;<b>every facet of the healthcare industry</b>&nbsp;where there are inefficiencies in administration. And, to that extent, this is a company in the early stages of redefining a $3.65 TRILLION market.</p>\n<p>Yet, Clover is worth just about $5 billion today…</p>\n<p>Obviously, the long-term upside potential here is huge. To be sure, the stock has gone parabolic recently as retail traders have targeted the name. This won’t last. The hype will fade. And the stock will fall.</p>\n<p>But… when it does… that may be an&nbsp;<b>awesome time to buy the dip</b>&nbsp;for the long haul, because underneath the meme mania, there’s an AI-powered healthcare technology company here that’s doing some really exciting things.</p>","source":"lsy1606302653667","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>A So-Called “Meme Stock” That’s Actually Worth the Hype</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\">\nA So-Called “Meme Stock” That’s Actually Worth the Hype\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/07/a-so-called-meme-stock-thats-actually-worth-the-hype/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Don’t throw the baby out with the bath water.\nWe’ve all heard the saying several times, and we’ve all heard it applied to many different situations in many different industries. But I think that ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/07/a-so-called-meme-stock-thats-actually-worth-the-hype/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","SPCE":"维珍银河","CLOV":"Clover Health Corp","CLNE":"Clean Energy Fuels Corp"},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/07/a-so-called-meme-stock-thats-actually-worth-the-hype/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133802649","content_text":"Don’t throw the baby out with the bath water.\nWe’ve all heard the saying several times, and we’ve all heard it applied to many different situations in many different industries. But I think that saying is perhaps most appropriate when talking about so-called “meme stocks” on Wall Street.\nQuick refresher: Meme stocks are the new term given to certain individual stocks that retail traders target via social media threads to collectively pour their money into and cause an epic rally in the share price in a short amount of time.\nSee: GameStop, AMC, Koss, etc.\nNow, to be clear, most meme stocks are – from a fundamental value perspective – complete garbage. I mean… GameStop, AMC, and Koss all do have an opportunity to turn their businesses around, but realistically speaking, they still operate antiquated business models that are burning tons of cash and are being disrupted by tech startups.\nThat’s just the facts.\nHaving said that, not all meme stocks are fundamentally broken. Too many investors make the mistake of throwing the baby out with the bath water here. They see GameStop, AMC, and Koss, and immediately assume all meme stocks are equally fundamentally weak.\nBut they aren’t…\nTake Virgin Galactic, for example. That’s a meme stock, but it’s also a space tourism pioneer doing some really amazing things that will one day create the basis for in-space “Disneyland rides.”\nWe told you about Virgin Galactic back in late June when the stock was trading for just $15. It nearly touched $60 just last week.\nAnother example: Clean Energy Fuels. It’s a meme stock. The company is also at the epicenter of the totally underrated renewable natural gas megatrend and could one day be an enormous clean fuel supplier for cross-country trucks.\nWe told you about Clean Energy Fuels in December. It’s since soared as much as 210% for readers.\nGet the point?\nSome meme stocks are fundamentally broken. Others are not. There’s a lot of money to be made by knowing the difference and buying the meme stocks that, when all the hype fades, will continue to shine.\nToday, we are going to tell you about one such meme stock.\nRecently, it’s been one of the most popular meme stocks. But being a “meme” is perhaps the least interesting thing about this company, because at its core, this business is improving access to – and affordability of – healthcare for tens of millions of Americans using advanced machine learning algorithms. It’s a genius business and, when all the hype fades, this stock will keep soaring.\nA New & Improved Way to Do Medicare\nThere is something terribly wrong with healthcare in this country.\nJust look at the numbers…\nWe spend more money than every other country in the world on healthcare. It’s not even close (about $11,000 per capita versus $5,000 to $7,000 for most of Europe). Yet, we have lower life expectancy (78.7 years versus 80.7 years for some European countries), more health problems (28% of Americans have 2 or more chronic conditions), and a ton of unhappy customers (81% of U.S. consumers are dissatisfied with their healthcare experience).\nThis needs to change. U.S. healthcare has to get cheaper and deliver better outcomes for a better future.\nClover (NASDAQ:CLOV) could be the company that pioneers this long overdue healthcare revolution.\nThe core idea of Clover is very simple: In short, replace the healthcare administration system with artificial intelligence (AI).\nTo do so, Clover has consumers fill out simple surveys to collect a bunch of healthcare data, which it then throws into a machine learning model called “Clover Assistant” and outputs a bunch of personalized care routines so that doctors can make informed decisions about their patients.\nThis process makes healthcare cheaper, because it eliminates all the profit-takers in the healthcare administration supply chain and replaces them with a scalable AI technology.\nIt also improves patient outcomes, because it leans into the power of AI to make smarter, data-driven healthcare decisions personalized at the individual level.\nWhile that idea sounds simple, the execution of it is very difficult due to the enormity of healthcare data in the world and the difficulty in processing all that data to glean valuable insights… but that’s where Clover shines.\nClover has developed the industry’s best machine learning models for healthcare, which is why folks on Clover healthcare plans visit their doctors ~20% less and spend ~20% less on said visits.\nIt’s cheaper, better healthcare.\nClover is first applying this novel AI-powered healthcare administration process to older folks, for which it has developed a Clover-powered Medicare Advantage plan that is the fastest-growing Medicare Advantage plan in America… by a long shot.\nBut that’s just the start. Clover Assistant is scalable. It can be applied across every facet of the healthcare industry where there are inefficiencies in administration. And, to that extent, this is a company in the early stages of redefining a $3.65 TRILLION market.\nYet, Clover is worth just about $5 billion today…\nObviously, the long-term upside potential here is huge. To be sure, the stock has gone parabolic recently as retail traders have targeted the name. This won’t last. The hype will fade. And the stock will fall.\nBut… when it does… that may be an awesome time to buy the dip for the long haul, because underneath the meme mania, there’s an AI-powered healthcare technology company here that’s doing some really exciting things.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570479349727470","authorId":"3570479349727470","name":"ALIBINHASSAN","avatar":"https://static.tigerbbs.com/1a7c31b79e7bff28841c5f18dca737f4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3570479349727470","idStr":"3570479349727470"},"content":"Haha…. bought clover at a low of $18 and now at a low of $10.","text":"Haha…. bought clover at a low of $18 and now at a low of $10.","html":"Haha…. bought clover at a low of $18 and now at a low of $10."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880634359,"gmtCreate":1631054079771,"gmtModify":1676530451440,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"Hooray, I have Micron Technology and Vertex Pharmaceuticals. Hopefully it will indeed rise big time as the last 2 months have been dipping","listText":"Hooray, I have Micron Technology and Vertex Pharmaceuticals. Hopefully it will indeed rise big time as the last 2 months have been dipping","text":"Hooray, I have Micron Technology and Vertex Pharmaceuticals. Hopefully it will indeed rise big time as the last 2 months have been dipping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/880634359","repostId":"2165849354","repostType":4,"repost":{"id":"2165849354","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1631027520,"share":"https://ttm.financial/m/news/2165849354?lang=&edition=fundamental","pubTime":"2021-09-07 23:12","market":"us","language":"en","title":"Wall Street sees as much as 56% upside for its 20 favorite stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2165849354","media":"Dow Jones","summary":"Stocks favored by analysts include Micron, GM, Activision Blizzard and Southwest Airlines.\n\nAs the s","content":"<blockquote>\n Stocks favored by analysts include Micron, GM, Activision Blizzard and Southwest Airlines.\n</blockquote>\n<p>As the stock market reopens following Labor Day weekend, there is no shortage of warnings that a correction is due -- which would be a pullback of at least 10% for the benchmark S&amp;P 500 following a gain of 21% so far this year.</p>\n<p>But there still may be catalysts for stock prices as the economy rebounds and interest rates remain low. A list of favorite S&amp;P 500 stocks among Wall Street analysts is below.</p>\n<p>In Monday's Need to Know column, Barbara Kollmeyer cites Matt Maley, chief market strategist at Miller Tabak + Co., who sees parallels between current market conditions and those of 2007, 1999 and 1929 that preceded three crashes.</p>\n<p>Then again, John Buckingham, editor of the Prudent Speculator newsletter, shared this chart, which shows how the market recovered after declines brought about by 20 \"frightening events\" going back to 2010:</p>\n<p>An investor with a crystal ball might time the market perfectly, selling everything at a market top and buying at the bottom. But the human tendency, even for an investor who \"gets out in time,\" is to buy back in too late and miss the rebound. For the vast majority of long-term investors, waiting out a bear market (<a href=\"https://laohu8.com/S/AONE.U\">one</a> with a decline of at least 20%) tends to work out well if one can stay in for three years. If your investment horizon is shorter than that, stocks might not be for you.</p>\n<p>Buckingham's chart, above, shows how well the S&amp;P 500 has performed since the COVID-19 crisis began. But here's another way of illustrating how quickly the market can recover, especially when supported by government stimulus and Federal Reserve policy -- the S&amp;P 500's price movement since the end of 2019:</p>\n<p>From an intraday peak Feb. 10, 2020, through the pandemic trough March 23, 2020, the S&amp;P 500 dropped 35%. It has gained 107% since that bottom. But if you look more closely, you can see significant pullbacks (based on intraday prices) of 11% between Sept. 2, 2020, and Sept. 24, 2020, and 9% between Oct. 10, 2020, and Oct. 30, 2020. Those weren't fun periods for investors, but in hindsight they were blips. Investors fare best when they held on.</p>\n<p><b>Valuations and relative bargains</b></p>\n<p>Federal stimulus and central-bank easy-money policies have made interest rates so low that some investors who would traditionally lean toward bonds and preferred stocks for income turned toward common stocks. So the forward price-to-earnings (P/E) ratio for the S&amp;P 500 is now 21.4, based on consensus estimates among analysts polled by FactSet, compared to a 10-year average valuation of 16.5.</p>\n<p>The 11 sectors of the S&amp;P 500 tend to trade higher or lower than the full index on a P/E basis. Here are the sectors' relative valuations to the full index and how those compare to average valuations:</p>\n<table>\n <tbody>\n  <tr>\n   <td>S&amp;P 500 sector</td>\n   <td>Forward P/E</td>\n   <td>Average forward P/E -- 10 years</td>\n   <td>P/E to full index P/E</td>\n   <td>Average P/E to average full index P/E</td>\n   <td>Relative premium or discount</td>\n  </tr>\n  <tr>\n   <td>Energy</td>\n   <td>13.2</td>\n   <td>15.3</td>\n   <td>62%</td>\n   <td>93%</td>\n   <td>-31%</td>\n  </tr>\n  <tr>\n   <td>Materials</td>\n   <td>17.2</td>\n   <td>15.8</td>\n   <td>80%</td>\n   <td>95%</td>\n   <td>-15%</td>\n  </tr>\n  <tr>\n   <td>Industrials</td>\n   <td>22.5</td>\n   <td>16.7</td>\n   <td>105%</td>\n   <td>101%</td>\n   <td>4%</td>\n  </tr>\n  <tr>\n   <td>Consumer Discretionary</td>\n   <td>31.5</td>\n   <td>22.1</td>\n   <td>148%</td>\n   <td>134%</td>\n   <td>14%</td>\n  </tr>\n  <tr>\n   <td>Consumer Staples</td>\n   <td>20.8</td>\n   <td>18.5</td>\n   <td>97%</td>\n   <td>112%</td>\n   <td>-15%</td>\n  </tr>\n  <tr>\n   <td>Health Care</td>\n   <td>17.7</td>\n   <td>15.5</td>\n   <td>83%</td>\n   <td>94%</td>\n   <td>-11%</td>\n  </tr>\n  <tr>\n   <td>Financials</td>\n   <td>14.4</td>\n   <td>12.2</td>\n   <td>67%</td>\n   <td>74%</td>\n   <td>-7%</td>\n  </tr>\n  <tr>\n   <td>Real Estate</td>\n   <td>23.3</td>\n   <td>18.6</td>\n   <td>109%</td>\n   <td>112%</td>\n   <td>-3%</td>\n  </tr>\n  <tr>\n   <td>Information Technology</td>\n   <td>26.6</td>\n   <td>16.8</td>\n   <td>125%</td>\n   <td>102%</td>\n   <td>23%</td>\n  </tr>\n  <tr>\n   <td>Communication Services</td>\n   <td>22.7</td>\n   <td>18.6</td>\n   <td>106%</td>\n   <td>113%</td>\n   <td>-6%</td>\n  </tr>\n  <tr>\n   <td>Utilities</td>\n   <td>20.0</td>\n   <td>16.7</td>\n   <td>94%</td>\n   <td>101%</td>\n   <td>-7%</td>\n  </tr>\n  <tr>\n   <td>S&amp;P 500</td>\n   <td>21.4</td>\n   <td>16.5</td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>It probably isn't a surprise to see that the information technology sector, dominated by rapidly growing tech giants (in an index weighted by market capitalization) trades much higher relative to the full index than it did five years ago, or that the energy sector trades much lower.</p>\n<p>But it is worth noting that several sectors still trade lower than usual, relative to the full index, even in a market that has lifted 88% of the S&amp;P 500 this year. These include health care, which is up 20% in 2021, and the financial sector, up 29%.</p>\n<p><b>Wall Street's favorites among the S&amp;P 500</b></p>\n<p>Analysts who work for brokerage firms tend to shy away from negative ratings. Among the S&amp;P 500, there are no companies with majority \"sell\" or equivalent ratings. But the analysts still have clear preferences for some stocks over others. Here are 20 stocks in the benchmark index with at least 75% \"buy\" or equivalent ratings, with the most upside implied for the next year, based on consensus price targets:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Share \"buy\" ratings</td>\n   <td>Closing price -- Sept. 3</td>\n   <td>Consensus price target</td>\n   <td>Implied 12-month upside potential</td>\n  </tr>\n  <tr>\n   <td>Micron Technology Inc. MU</td>\n   <td>88%</td>\n   <td>$73.81</td>\n   <td>$114.96</td>\n   <td>56%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a> Inc. FANG</td>\n   <td>91%</td>\n   <td>$75.56</td>\n   <td>$113.52</td>\n   <td>50%</td>\n  </tr>\n  <tr>\n   <td>General Motors Co. GM</td>\n   <td>92%</td>\n   <td>$48.82</td>\n   <td>$72.16</td>\n   <td>48%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>. Class A NWSA</td>\n   <td>80%</td>\n   <td>$22.56</td>\n   <td>$32.74</td>\n   <td>45%</td>\n  </tr>\n  <tr>\n   <td>Global Payments Inc. GPN</td>\n   <td>81%</td>\n   <td>$158.01</td>\n   <td>$228.69</td>\n   <td>45%</td>\n  </tr>\n  <tr>\n   <td>Activision Blizzard Inc. ATVI</td>\n   <td>91%</td>\n   <td>$81.18</td>\n   <td>$116.04</td>\n   <td>43%</td>\n  </tr>\n  <tr>\n   <td>Alaska Air Group Inc. ALK</td>\n   <td>93%</td>\n   <td>$57.11</td>\n   <td>$80.00</td>\n   <td>40%</td>\n  </tr>\n  <tr>\n   <td>Pioneer Natural Resources Co. PXD</td>\n   <td>81%</td>\n   <td>$149.88</td>\n   <td>$207.09</td>\n   <td>38%</td>\n  </tr>\n  <tr>\n   <td>Southwest Airlines Co. LUV</td>\n   <td>82%</td>\n   <td>$48.86</td>\n   <td>$66.24</td>\n   <td>36%</td>\n  </tr>\n  <tr>\n   <td>Lamb Weston Holdings Inc. LW</td>\n   <td>78%</td>\n   <td>$63.58</td>\n   <td>$85.43</td>\n   <td>34%</td>\n  </tr>\n  <tr>\n   <td>ConocoPhillips COP</td>\n   <td>97%</td>\n   <td>$56.24</td>\n   <td>$75.52</td>\n   <td>34%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/CNC\">Centene Corp</a>. CNC</td>\n   <td>85%</td>\n   <td>$64.37</td>\n   <td>$85.47</td>\n   <td>33%</td>\n  </tr>\n  <tr>\n   <td>Vertex Pharmaceuticals Inc. VRTX</td>\n   <td>78%</td>\n   <td>$198.05</td>\n   <td>$262.14</td>\n   <td>32%</td>\n  </tr>\n  <tr>\n   <td>FedEx Corp. FDX</td>\n   <td>78%</td>\n   <td>$266.04</td>\n   <td>$349.48</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Devon Energy Corp. DVN</td>\n   <td>85%</td>\n   <td>$29.17</td>\n   <td>$38.19</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Valero Energy Corp. VLO</td>\n   <td>85%</td>\n   <td>$64.70</td>\n   <td>$84.06</td>\n   <td>30%</td>\n  </tr>\n  <tr>\n   <td>Mastercard Inc. Class A MA</td>\n   <td>84%</td>\n   <td>$340.23</td>\n   <td>$439.16</td>\n   <td>29%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet Holdings Inc</a>. ZBH</td>\n   <td>79%</td>\n   <td>$146.74</td>\n   <td>$187.58</td>\n   <td>28%</td>\n  </tr>\n  <tr>\n   <td>Schlumberger Ltd. SLB</td>\n   <td>79%</td>\n   <td>$28.09</td>\n   <td>$35.56</td>\n   <td>27%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>. TMUS</td>\n   <td>87%</td>\n   <td>$136.00</td>\n   <td>$172.00</td>\n   <td>26%</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>Click on the tickers for more about each company.</p>\n<p>If you see any stocks of interest, you should do your own research and form your own opinion about how likely a company is to remain competitive over the next decade. Tomi Kilgore has just written a detailed guide to the information available on MarketWatch's quote page. That's a great way to begin digging into any stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street sees as much as 56% upside for its 20 favorite stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street sees as much as 56% upside for its 20 favorite stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-09-07 23:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Stocks favored by analysts include Micron, GM, Activision Blizzard and Southwest Airlines.\n</blockquote>\n<p>As the stock market reopens following Labor Day weekend, there is no shortage of warnings that a correction is due -- which would be a pullback of at least 10% for the benchmark S&amp;P 500 following a gain of 21% so far this year.</p>\n<p>But there still may be catalysts for stock prices as the economy rebounds and interest rates remain low. A list of favorite S&amp;P 500 stocks among Wall Street analysts is below.</p>\n<p>In Monday's Need to Know column, Barbara Kollmeyer cites Matt Maley, chief market strategist at Miller Tabak + Co., who sees parallels between current market conditions and those of 2007, 1999 and 1929 that preceded three crashes.</p>\n<p>Then again, John Buckingham, editor of the Prudent Speculator newsletter, shared this chart, which shows how the market recovered after declines brought about by 20 \"frightening events\" going back to 2010:</p>\n<p>An investor with a crystal ball might time the market perfectly, selling everything at a market top and buying at the bottom. But the human tendency, even for an investor who \"gets out in time,\" is to buy back in too late and miss the rebound. For the vast majority of long-term investors, waiting out a bear market (<a href=\"https://laohu8.com/S/AONE.U\">one</a> with a decline of at least 20%) tends to work out well if one can stay in for three years. If your investment horizon is shorter than that, stocks might not be for you.</p>\n<p>Buckingham's chart, above, shows how well the S&amp;P 500 has performed since the COVID-19 crisis began. But here's another way of illustrating how quickly the market can recover, especially when supported by government stimulus and Federal Reserve policy -- the S&amp;P 500's price movement since the end of 2019:</p>\n<p>From an intraday peak Feb. 10, 2020, through the pandemic trough March 23, 2020, the S&amp;P 500 dropped 35%. It has gained 107% since that bottom. But if you look more closely, you can see significant pullbacks (based on intraday prices) of 11% between Sept. 2, 2020, and Sept. 24, 2020, and 9% between Oct. 10, 2020, and Oct. 30, 2020. Those weren't fun periods for investors, but in hindsight they were blips. Investors fare best when they held on.</p>\n<p><b>Valuations and relative bargains</b></p>\n<p>Federal stimulus and central-bank easy-money policies have made interest rates so low that some investors who would traditionally lean toward bonds and preferred stocks for income turned toward common stocks. So the forward price-to-earnings (P/E) ratio for the S&amp;P 500 is now 21.4, based on consensus estimates among analysts polled by FactSet, compared to a 10-year average valuation of 16.5.</p>\n<p>The 11 sectors of the S&amp;P 500 tend to trade higher or lower than the full index on a P/E basis. Here are the sectors' relative valuations to the full index and how those compare to average valuations:</p>\n<table>\n <tbody>\n  <tr>\n   <td>S&amp;P 500 sector</td>\n   <td>Forward P/E</td>\n   <td>Average forward P/E -- 10 years</td>\n   <td>P/E to full index P/E</td>\n   <td>Average P/E to average full index P/E</td>\n   <td>Relative premium or discount</td>\n  </tr>\n  <tr>\n   <td>Energy</td>\n   <td>13.2</td>\n   <td>15.3</td>\n   <td>62%</td>\n   <td>93%</td>\n   <td>-31%</td>\n  </tr>\n  <tr>\n   <td>Materials</td>\n   <td>17.2</td>\n   <td>15.8</td>\n   <td>80%</td>\n   <td>95%</td>\n   <td>-15%</td>\n  </tr>\n  <tr>\n   <td>Industrials</td>\n   <td>22.5</td>\n   <td>16.7</td>\n   <td>105%</td>\n   <td>101%</td>\n   <td>4%</td>\n  </tr>\n  <tr>\n   <td>Consumer Discretionary</td>\n   <td>31.5</td>\n   <td>22.1</td>\n   <td>148%</td>\n   <td>134%</td>\n   <td>14%</td>\n  </tr>\n  <tr>\n   <td>Consumer Staples</td>\n   <td>20.8</td>\n   <td>18.5</td>\n   <td>97%</td>\n   <td>112%</td>\n   <td>-15%</td>\n  </tr>\n  <tr>\n   <td>Health Care</td>\n   <td>17.7</td>\n   <td>15.5</td>\n   <td>83%</td>\n   <td>94%</td>\n   <td>-11%</td>\n  </tr>\n  <tr>\n   <td>Financials</td>\n   <td>14.4</td>\n   <td>12.2</td>\n   <td>67%</td>\n   <td>74%</td>\n   <td>-7%</td>\n  </tr>\n  <tr>\n   <td>Real Estate</td>\n   <td>23.3</td>\n   <td>18.6</td>\n   <td>109%</td>\n   <td>112%</td>\n   <td>-3%</td>\n  </tr>\n  <tr>\n   <td>Information Technology</td>\n   <td>26.6</td>\n   <td>16.8</td>\n   <td>125%</td>\n   <td>102%</td>\n   <td>23%</td>\n  </tr>\n  <tr>\n   <td>Communication Services</td>\n   <td>22.7</td>\n   <td>18.6</td>\n   <td>106%</td>\n   <td>113%</td>\n   <td>-6%</td>\n  </tr>\n  <tr>\n   <td>Utilities</td>\n   <td>20.0</td>\n   <td>16.7</td>\n   <td>94%</td>\n   <td>101%</td>\n   <td>-7%</td>\n  </tr>\n  <tr>\n   <td>S&amp;P 500</td>\n   <td>21.4</td>\n   <td>16.5</td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>It probably isn't a surprise to see that the information technology sector, dominated by rapidly growing tech giants (in an index weighted by market capitalization) trades much higher relative to the full index than it did five years ago, or that the energy sector trades much lower.</p>\n<p>But it is worth noting that several sectors still trade lower than usual, relative to the full index, even in a market that has lifted 88% of the S&amp;P 500 this year. These include health care, which is up 20% in 2021, and the financial sector, up 29%.</p>\n<p><b>Wall Street's favorites among the S&amp;P 500</b></p>\n<p>Analysts who work for brokerage firms tend to shy away from negative ratings. Among the S&amp;P 500, there are no companies with majority \"sell\" or equivalent ratings. But the analysts still have clear preferences for some stocks over others. Here are 20 stocks in the benchmark index with at least 75% \"buy\" or equivalent ratings, with the most upside implied for the next year, based on consensus price targets:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Share \"buy\" ratings</td>\n   <td>Closing price -- Sept. 3</td>\n   <td>Consensus price target</td>\n   <td>Implied 12-month upside potential</td>\n  </tr>\n  <tr>\n   <td>Micron Technology Inc. MU</td>\n   <td>88%</td>\n   <td>$73.81</td>\n   <td>$114.96</td>\n   <td>56%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a> Inc. FANG</td>\n   <td>91%</td>\n   <td>$75.56</td>\n   <td>$113.52</td>\n   <td>50%</td>\n  </tr>\n  <tr>\n   <td>General Motors Co. GM</td>\n   <td>92%</td>\n   <td>$48.82</td>\n   <td>$72.16</td>\n   <td>48%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>. Class A NWSA</td>\n   <td>80%</td>\n   <td>$22.56</td>\n   <td>$32.74</td>\n   <td>45%</td>\n  </tr>\n  <tr>\n   <td>Global Payments Inc. GPN</td>\n   <td>81%</td>\n   <td>$158.01</td>\n   <td>$228.69</td>\n   <td>45%</td>\n  </tr>\n  <tr>\n   <td>Activision Blizzard Inc. ATVI</td>\n   <td>91%</td>\n   <td>$81.18</td>\n   <td>$116.04</td>\n   <td>43%</td>\n  </tr>\n  <tr>\n   <td>Alaska Air Group Inc. ALK</td>\n   <td>93%</td>\n   <td>$57.11</td>\n   <td>$80.00</td>\n   <td>40%</td>\n  </tr>\n  <tr>\n   <td>Pioneer Natural Resources Co. PXD</td>\n   <td>81%</td>\n   <td>$149.88</td>\n   <td>$207.09</td>\n   <td>38%</td>\n  </tr>\n  <tr>\n   <td>Southwest Airlines Co. LUV</td>\n   <td>82%</td>\n   <td>$48.86</td>\n   <td>$66.24</td>\n   <td>36%</td>\n  </tr>\n  <tr>\n   <td>Lamb Weston Holdings Inc. LW</td>\n   <td>78%</td>\n   <td>$63.58</td>\n   <td>$85.43</td>\n   <td>34%</td>\n  </tr>\n  <tr>\n   <td>ConocoPhillips COP</td>\n   <td>97%</td>\n   <td>$56.24</td>\n   <td>$75.52</td>\n   <td>34%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/CNC\">Centene Corp</a>. CNC</td>\n   <td>85%</td>\n   <td>$64.37</td>\n   <td>$85.47</td>\n   <td>33%</td>\n  </tr>\n  <tr>\n   <td>Vertex Pharmaceuticals Inc. VRTX</td>\n   <td>78%</td>\n   <td>$198.05</td>\n   <td>$262.14</td>\n   <td>32%</td>\n  </tr>\n  <tr>\n   <td>FedEx Corp. FDX</td>\n   <td>78%</td>\n   <td>$266.04</td>\n   <td>$349.48</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Devon Energy Corp. DVN</td>\n   <td>85%</td>\n   <td>$29.17</td>\n   <td>$38.19</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Valero Energy Corp. VLO</td>\n   <td>85%</td>\n   <td>$64.70</td>\n   <td>$84.06</td>\n   <td>30%</td>\n  </tr>\n  <tr>\n   <td>Mastercard Inc. Class A MA</td>\n   <td>84%</td>\n   <td>$340.23</td>\n   <td>$439.16</td>\n   <td>29%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet Holdings Inc</a>. ZBH</td>\n   <td>79%</td>\n   <td>$146.74</td>\n   <td>$187.58</td>\n   <td>28%</td>\n  </tr>\n  <tr>\n   <td>Schlumberger Ltd. SLB</td>\n   <td>79%</td>\n   <td>$28.09</td>\n   <td>$35.56</td>\n   <td>27%</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>. TMUS</td>\n   <td>87%</td>\n   <td>$136.00</td>\n   <td>$172.00</td>\n   <td>26%</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>Click on the tickers for more about each company.</p>\n<p>If you see any stocks of interest, you should do your own research and form your own opinion about how likely a company is to remain competitive over the next decade. Tomi Kilgore has just written a detailed guide to the information available on MarketWatch's quote page. That's a great way to begin digging into any stock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","CRCT":"Cricut, Inc.","OEX":"标普100","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SLB":"斯伦贝谢","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","TERN":"Terns Pharmaceuticals, Inc.","LUV":"西南航空","MU":"美光科技","GM":"通用汽车","ATVI":"动视暴雪",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165849354","content_text":"Stocks favored by analysts include Micron, GM, Activision Blizzard and Southwest Airlines.\n\nAs the stock market reopens following Labor Day weekend, there is no shortage of warnings that a correction is due -- which would be a pullback of at least 10% for the benchmark S&P 500 following a gain of 21% so far this year.\nBut there still may be catalysts for stock prices as the economy rebounds and interest rates remain low. A list of favorite S&P 500 stocks among Wall Street analysts is below.\nIn Monday's Need to Know column, Barbara Kollmeyer cites Matt Maley, chief market strategist at Miller Tabak + Co., who sees parallels between current market conditions and those of 2007, 1999 and 1929 that preceded three crashes.\nThen again, John Buckingham, editor of the Prudent Speculator newsletter, shared this chart, which shows how the market recovered after declines brought about by 20 \"frightening events\" going back to 2010:\nAn investor with a crystal ball might time the market perfectly, selling everything at a market top and buying at the bottom. But the human tendency, even for an investor who \"gets out in time,\" is to buy back in too late and miss the rebound. For the vast majority of long-term investors, waiting out a bear market (one with a decline of at least 20%) tends to work out well if one can stay in for three years. If your investment horizon is shorter than that, stocks might not be for you.\nBuckingham's chart, above, shows how well the S&P 500 has performed since the COVID-19 crisis began. But here's another way of illustrating how quickly the market can recover, especially when supported by government stimulus and Federal Reserve policy -- the S&P 500's price movement since the end of 2019:\nFrom an intraday peak Feb. 10, 2020, through the pandemic trough March 23, 2020, the S&P 500 dropped 35%. It has gained 107% since that bottom. But if you look more closely, you can see significant pullbacks (based on intraday prices) of 11% between Sept. 2, 2020, and Sept. 24, 2020, and 9% between Oct. 10, 2020, and Oct. 30, 2020. Those weren't fun periods for investors, but in hindsight they were blips. Investors fare best when they held on.\nValuations and relative bargains\nFederal stimulus and central-bank easy-money policies have made interest rates so low that some investors who would traditionally lean toward bonds and preferred stocks for income turned toward common stocks. So the forward price-to-earnings (P/E) ratio for the S&P 500 is now 21.4, based on consensus estimates among analysts polled by FactSet, compared to a 10-year average valuation of 16.5.\nThe 11 sectors of the S&P 500 tend to trade higher or lower than the full index on a P/E basis. Here are the sectors' relative valuations to the full index and how those compare to average valuations:\n\n\n\nS&P 500 sector\nForward P/E\nAverage forward P/E -- 10 years\nP/E to full index P/E\nAverage P/E to average full index P/E\nRelative premium or discount\n\n\nEnergy\n13.2\n15.3\n62%\n93%\n-31%\n\n\nMaterials\n17.2\n15.8\n80%\n95%\n-15%\n\n\nIndustrials\n22.5\n16.7\n105%\n101%\n4%\n\n\nConsumer Discretionary\n31.5\n22.1\n148%\n134%\n14%\n\n\nConsumer Staples\n20.8\n18.5\n97%\n112%\n-15%\n\n\nHealth Care\n17.7\n15.5\n83%\n94%\n-11%\n\n\nFinancials\n14.4\n12.2\n67%\n74%\n-7%\n\n\nReal Estate\n23.3\n18.6\n109%\n112%\n-3%\n\n\nInformation Technology\n26.6\n16.8\n125%\n102%\n23%\n\n\nCommunication Services\n22.7\n18.6\n106%\n113%\n-6%\n\n\nUtilities\n20.0\n16.7\n94%\n101%\n-7%\n\n\nS&P 500\n21.4\n16.5\n\n\n\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nIt probably isn't a surprise to see that the information technology sector, dominated by rapidly growing tech giants (in an index weighted by market capitalization) trades much higher relative to the full index than it did five years ago, or that the energy sector trades much lower.\nBut it is worth noting that several sectors still trade lower than usual, relative to the full index, even in a market that has lifted 88% of the S&P 500 this year. These include health care, which is up 20% in 2021, and the financial sector, up 29%.\nWall Street's favorites among the S&P 500\nAnalysts who work for brokerage firms tend to shy away from negative ratings. Among the S&P 500, there are no companies with majority \"sell\" or equivalent ratings. But the analysts still have clear preferences for some stocks over others. Here are 20 stocks in the benchmark index with at least 75% \"buy\" or equivalent ratings, with the most upside implied for the next year, based on consensus price targets:\n\n\n\nCompany\nShare \"buy\" ratings\nClosing price -- Sept. 3\nConsensus price target\nImplied 12-month upside potential\n\n\nMicron Technology Inc. MU\n88%\n$73.81\n$114.96\n56%\n\n\nDiamondback Energy Inc. FANG\n91%\n$75.56\n$113.52\n50%\n\n\nGeneral Motors Co. GM\n92%\n$48.82\n$72.16\n48%\n\n\nNews Corp. Class A NWSA\n80%\n$22.56\n$32.74\n45%\n\n\nGlobal Payments Inc. GPN\n81%\n$158.01\n$228.69\n45%\n\n\nActivision Blizzard Inc. ATVI\n91%\n$81.18\n$116.04\n43%\n\n\nAlaska Air Group Inc. ALK\n93%\n$57.11\n$80.00\n40%\n\n\nPioneer Natural Resources Co. PXD\n81%\n$149.88\n$207.09\n38%\n\n\nSouthwest Airlines Co. LUV\n82%\n$48.86\n$66.24\n36%\n\n\nLamb Weston Holdings Inc. LW\n78%\n$63.58\n$85.43\n34%\n\n\nConocoPhillips COP\n97%\n$56.24\n$75.52\n34%\n\n\nCentene Corp. CNC\n85%\n$64.37\n$85.47\n33%\n\n\nVertex Pharmaceuticals Inc. VRTX\n78%\n$198.05\n$262.14\n32%\n\n\nFedEx Corp. FDX\n78%\n$266.04\n$349.48\n31%\n\n\nDevon Energy Corp. DVN\n85%\n$29.17\n$38.19\n31%\n\n\nValero Energy Corp. VLO\n85%\n$64.70\n$84.06\n30%\n\n\nMastercard Inc. Class A MA\n84%\n$340.23\n$439.16\n29%\n\n\nZimmer Biomet Holdings Inc. ZBH\n79%\n$146.74\n$187.58\n28%\n\n\nSchlumberger Ltd. SLB\n79%\n$28.09\n$35.56\n27%\n\n\nT-Mobile US Inc. TMUS\n87%\n$136.00\n$172.00\n26%\n\n\nSource: FactSet\n\n\n\n\n\n\n\nClick on the tickers for more about each company.\nIf you see any stocks of interest, you should do your own research and form your own opinion about how likely a company is to remain competitive over the next decade. Tomi Kilgore has just written a detailed guide to the information available on MarketWatch's quote page. That's a great way to begin digging into any stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"content":"Micron Stock Forecast: Can It Hit $100? Yes The Next Cyclical High Is $120 https://seekingalpha.com/article/4453967-micron-stock-forecast-hit-100?source=WhatsApp","text":"Micron Stock Forecast: Can It Hit $100? Yes The Next Cyclical High Is $120 https://seekingalpha.com/article/4453967-micron-stock-forecast-hit-100?source=WhatsApp","html":"Micron Stock Forecast: Can It Hit $100? Yes The Next Cyclical High Is $120 https://seekingalpha.com/article/4453967-micron-stock-forecast-hit-100?source=WhatsApp"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809018105,"gmtCreate":1627339432107,"gmtModify":1703487739200,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"Last one is be patient and do not panic ?","listText":"Last one is be patient and do not panic ?","text":"Last one is be patient and do not panic ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/809018105","repostId":"2154454934","repostType":4,"repost":{"id":"2154454934","kind":"highlight","pubTimestamp":1627293006,"share":"https://ttm.financial/m/news/2154454934?lang=&edition=fundamental","pubTime":"2021-07-26 17:50","market":"us","language":"en","title":"Worried About a Stock Market Crash? 4 Ways to Be Ready","url":"https://stock-news.laohu8.com/highlight/detail?id=2154454934","media":"Motley Fool","summary":"There's little you can do to avoid the market's next crash, but there's plenty you can do to prepare for it.","content":"<p>Given worries of a resurging COVID-19 threat,&nbsp; rising inflation, and stretched valuations have combined to make investors nervous about the stock market. The ugly reality is that the next stock market crash is inevitable -- the only real question is when that crash will happen.</p>\n<p>Fortunately, market crashes are nothing new. Their history provides a great guide on how to not just <i>survive </i>the next <a href=\"https://laohu8.com/S/AONE.U\">one</a> but also thrive when it comes time to emerge from the other side of it. The key is to get prepared before the crash so that when it comes, you have the tools you need already available to you. These four ways can help you be ready in advance.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635048%2Fgettyimages-482858718-stock-chart-pointing-down-with-sad-person.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"514\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p>\n<h2>No. 1: Raise the cash you need before the crash happens</h2>\n<p>With even top-rated savings accounts yielding well below inflation&nbsp;, it's <i>really hard</i> to hold a substantial amount of cash right now. Still, by making sure you have cash available before the next crash, you set yourself up to be much better situated after the crash happens.</p>\n<p>There are a couple of key reasons for this. First, stock market crashes and job losses often go hand in hand with each other. If you lose your job after the market crashes, having a cash reserve can go a long way toward keeping you from having to sell near market lows.</p>\n<p>Second, if you have cash available, buying stocks <i>after </i>they've crashed is a great way to make your money work harder for you. Selling one cheap stock after a crash to buy another doesn't make all that much sense, but raising cash when stocks are pricy to invest when they're cheap can be a much smarter wealth building strategy.</p>\n<p>The key trade-off, of course, is that money you have set aside in cash isn't earning much in the way of a return at the moment, especially when compared to inflation. A good rule of thumb is that you need at least a 3-6 month emergency fund in cash. In addition, having around 5 or so years' worth of expenses you need your portfolio to cover in a less volatile and higher certainty investment than stocks can help you ride out typical downturns.</p>\n<h2>No. 2: Know the value of what you own</h2>\n<p>Ultimately, a share of stock is nothing more than a fractional ownership stake in a business. A reasonable value can be estimated for most companies by using techniques like the discounted cash flow model to assess the current value of its expected future earnings stream. In a rapidly rising market, relying on valuations can seem old school, but when the market is crashing, valuation plays a much bigger role.</p>\n<p>A key reason is this: if you can buy a company for a reasonable or even cheap price based on its ability to generate cold hard cash, why would you sell just because the market is panicking? Indeed, a discounted cash flow analysis or other fundamentals-based valuation technique can help the savviest investors know why it's OK to buy more shares even as the market is collapsing.</p>\n<p>Beyond that, understanding what a company is really worth can help you prepare for a crash. If a stock you own has risen to the point where there is absolutely no financial justification for its market price, it might be a good candidate to sell to raise the cash you need.</p>\n<h2>No. 3: Have a shopping list of companies you want to buy</h2>\n<p>Even the best investors can feel overwhelmed as the market moves swiftly and strongly against them. That's where having a plan for what you'd like to buy -- and at what price -- can come in handy. With a list of great companies and a reasonable valuation estimate for each of them, a market crash can turn into an incredible buying opportunity to buy their stocks while they're on sale.</p>\n<p>Of course, you do need to keep in mind that the market often has a good reason for crashing in the first place. As a result, when the market offers you what looks like a great price to buy a company you're interested in owning, do take a moment to refresh your estimate of the company's value before buying. If the company's shares tanked because its business is failing, it's probably not worth owning. If its stock was unfairly discarded in a general market panic, however, it could be a great time to buy in big.</p>\n<h2>No. 4: Keep smartly diversified</h2>\n<p>Often, when the overall market crashes, it's because an entire industry finds itself in trouble. For instance, consider the dot.com implosion in 2000 or the financial crisis in 2008. If a big chunk of your money is chasing the next hot thing and that particular thing is what drives the next market crash, then you can be in a world of hurt. If the companies you own wind up out of business, then their shares -- and the money you have invested in them -- won't be participating in any rally that follows.</p>\n<p>When times are good, portfolio diversification may seem like a fairly meaningless exercise. After all, it can't help you earn better returns in a raging bull market. When the market is in a panic, however, there is incredible value in its ability to limit the impact that any one company or industry's failing will have on your overall net worth. After all, limiting the unrecoverable damage of a crash is key to being able to participate in any subsequent recovery.</p>\n<h2>You can make it through the next crash</h2>\n<p>Stock market crashes are inevitable. There's not much you can do to avoid them aside from not investing at all, and that can be incredibly hazardous to your long term net worth. With these four approaches, you can improve your odds of making it through the next crash intact and potentially even emerging in a better position once it ends.</p>\n<p>The key thing to note about these techniques, though, is that they work better if you get them in place <i>before </i>the next crash happens. So if you're really worried about a market crash, then there's no better than when the market is near an all-time high to get your plans in place.</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>Worried About a Stock Market Crash? 4 Ways to Be Ready</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\">\nWorried About a Stock Market Crash? 4 Ways to Be Ready\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/25/worried-about-a-stock-market-crash-4-ways-to-be-re/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Given worries of a resurging COVID-19 threat,  rising inflation, and stretched valuations have combined to make investors nervous about the stock market. The ugly reality is that the next stock market...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/worried-about-a-stock-market-crash-4-ways-to-be-re/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2021/07/25/worried-about-a-stock-market-crash-4-ways-to-be-re/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154454934","content_text":"Given worries of a resurging COVID-19 threat,  rising inflation, and stretched valuations have combined to make investors nervous about the stock market. The ugly reality is that the next stock market crash is inevitable -- the only real question is when that crash will happen.\nFortunately, market crashes are nothing new. Their history provides a great guide on how to not just survive the next one but also thrive when it comes time to emerge from the other side of it. The key is to get prepared before the crash so that when it comes, you have the tools you need already available to you. These four ways can help you be ready in advance.\nImage source: Getty Images\nNo. 1: Raise the cash you need before the crash happens\nWith even top-rated savings accounts yielding well below inflation , it's really hard to hold a substantial amount of cash right now. Still, by making sure you have cash available before the next crash, you set yourself up to be much better situated after the crash happens.\nThere are a couple of key reasons for this. First, stock market crashes and job losses often go hand in hand with each other. If you lose your job after the market crashes, having a cash reserve can go a long way toward keeping you from having to sell near market lows.\nSecond, if you have cash available, buying stocks after they've crashed is a great way to make your money work harder for you. Selling one cheap stock after a crash to buy another doesn't make all that much sense, but raising cash when stocks are pricy to invest when they're cheap can be a much smarter wealth building strategy.\nThe key trade-off, of course, is that money you have set aside in cash isn't earning much in the way of a return at the moment, especially when compared to inflation. A good rule of thumb is that you need at least a 3-6 month emergency fund in cash. In addition, having around 5 or so years' worth of expenses you need your portfolio to cover in a less volatile and higher certainty investment than stocks can help you ride out typical downturns.\nNo. 2: Know the value of what you own\nUltimately, a share of stock is nothing more than a fractional ownership stake in a business. A reasonable value can be estimated for most companies by using techniques like the discounted cash flow model to assess the current value of its expected future earnings stream. In a rapidly rising market, relying on valuations can seem old school, but when the market is crashing, valuation plays a much bigger role.\nA key reason is this: if you can buy a company for a reasonable or even cheap price based on its ability to generate cold hard cash, why would you sell just because the market is panicking? Indeed, a discounted cash flow analysis or other fundamentals-based valuation technique can help the savviest investors know why it's OK to buy more shares even as the market is collapsing.\nBeyond that, understanding what a company is really worth can help you prepare for a crash. If a stock you own has risen to the point where there is absolutely no financial justification for its market price, it might be a good candidate to sell to raise the cash you need.\nNo. 3: Have a shopping list of companies you want to buy\nEven the best investors can feel overwhelmed as the market moves swiftly and strongly against them. That's where having a plan for what you'd like to buy -- and at what price -- can come in handy. With a list of great companies and a reasonable valuation estimate for each of them, a market crash can turn into an incredible buying opportunity to buy their stocks while they're on sale.\nOf course, you do need to keep in mind that the market often has a good reason for crashing in the first place. As a result, when the market offers you what looks like a great price to buy a company you're interested in owning, do take a moment to refresh your estimate of the company's value before buying. If the company's shares tanked because its business is failing, it's probably not worth owning. If its stock was unfairly discarded in a general market panic, however, it could be a great time to buy in big.\nNo. 4: Keep smartly diversified\nOften, when the overall market crashes, it's because an entire industry finds itself in trouble. For instance, consider the dot.com implosion in 2000 or the financial crisis in 2008. If a big chunk of your money is chasing the next hot thing and that particular thing is what drives the next market crash, then you can be in a world of hurt. If the companies you own wind up out of business, then their shares -- and the money you have invested in them -- won't be participating in any rally that follows.\nWhen times are good, portfolio diversification may seem like a fairly meaningless exercise. After all, it can't help you earn better returns in a raging bull market. When the market is in a panic, however, there is incredible value in its ability to limit the impact that any one company or industry's failing will have on your overall net worth. After all, limiting the unrecoverable damage of a crash is key to being able to participate in any subsequent recovery.\nYou can make it through the next crash\nStock market crashes are inevitable. There's not much you can do to avoid them aside from not investing at all, and that can be incredibly hazardous to your long term net worth. With these four approaches, you can improve your odds of making it through the next crash intact and potentially even emerging in a better position once it ends.\nThe key thing to note about these techniques, though, is that they work better if you get them in place before the next crash happens. So if you're really worried about a market crash, then there's no better than when the market is near an all-time high to get your plans in place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576444918223783","authorId":"3576444918223783","name":"Damien Khoo","avatar":"https://community-static.tradeup.com/news/f08d9f6bdc3c0038e9aa81591b4df363","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3576444918223783","idStr":"3576444918223783"},"content":"Plan your trade and execute as planned","text":"Plan your trade and execute as planned","html":"Plan your trade and execute as planned"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002857777,"gmtCreate":1641974507824,"gmtModify":1676533668004,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03893\">$CROSSTEC(03893)$</a>Anyone knows why Singapore Nursing operator Econ Healthcare is buy $4M worth of Crosstec shares?&nbsp; Their business are not related in anyway.&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/03893\">$CROSSTEC(03893)$</a>Anyone knows why Singapore Nursing operator Econ Healthcare is buy $4M worth of Crosstec shares?&nbsp; Their business are not related in anyway.&nbsp;&nbsp;","text":"$CROSSTEC(03893)$Anyone knows why Singapore Nursing operator Econ Healthcare is buy $4M worth of Crosstec shares? Their business are not related in anyway.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002857777","isVote":1,"tweetType":1,"viewCount":4295,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"content":"Econ Healthcare sold already and lost S$3.4M, its SG stock also dropped because of this","text":"Econ Healthcare sold already and lost S$3.4M, its SG stock also dropped because of this","html":"Econ Healthcare sold already and lost S$3.4M, its SG stock also dropped because of this"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037938261,"gmtCreate":1648001751371,"gmtModify":1676534291557,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/06860\">$FINGERTANGO(06860)$</a>Any reason why 6860 rise up so high?&nbsp; shifu at work again? haha","listText":"<a href=\"https://ttm.financial/S/06860\">$FINGERTANGO(06860)$</a>Any reason why 6860 rise up so high?&nbsp; shifu at work again? haha","text":"$FINGERTANGO(06860)$Any reason why 6860 rise up so high? shifu at work again? haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037938261","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578316396034606","authorId":"3578316396034606","name":"standoffish","avatar":"https://static.tigerbbs.com/a22cfbb216633b53ee481fd18751c110","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3578316396034606","idStr":"3578316396034606"},"content":"i jus saw there was this post. I was also told to buy in and since it's going up shd do we ave cost buy in?","text":"i jus saw there was this post. I was also told to buy in and since it's going up shd do we ave cost buy in?","html":"i jus saw there was this post. I was also told to buy in and since it's going up shd do we ave cost buy in?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111818415,"gmtCreate":1622674976938,"gmtModify":1704188503997,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"I am waiting for CN government to stop auditing Alibaba and then I will go in","listText":"I am waiting for CN government to stop auditing Alibaba and then I will go in","text":"I am waiting for CN government to stop auditing Alibaba and then I will go in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/111818415","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":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098009527,"gmtCreate":1643954781240,"gmtModify":1676533876053,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01850\">$WINDMILL GP(01850)$</a>How come suddenly rise 13% after afternoon market open?&nbsp; any shifu at work?","listText":"<a href=\"https://ttm.financial/S/01850\">$WINDMILL GP(01850)$</a>How come suddenly rise 13% after afternoon market open?&nbsp; any shifu at work?","text":"$WINDMILL GP(01850)$How come suddenly rise 13% after afternoon market open? any shifu at work?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098009527","isVote":1,"tweetType":1,"viewCount":1590,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"content":"Maybe this week will rise another 10% again, I doubt people will believe another story of 60% dark horse stocks anymore,Haha","text":"Maybe this week will rise another 10% again, I doubt people will believe another story of 60% dark horse stocks anymore,Haha","html":"Maybe this week will rise another 10% again, I doubt people will believe another story of 60% dark horse stocks anymore,Haha"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818726990,"gmtCreate":1630451600710,"gmtModify":1676530304554,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"Let's also ride on SEA shares and become rich also","listText":"Let's also ride on SEA shares and become rich also","text":"Let's also ride on SEA shares and become rich also","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/818726990","repostId":"2163319158","repostType":4,"repost":{"id":"2163319158","kind":"news","pubTimestamp":1630403312,"share":"https://ttm.financial/m/news/2163319158?lang=&edition=fundamental","pubTime":"2021-08-31 17:48","market":"us","language":"en","title":"Singapore Has a New Richest Person With $20 Billion Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=2163319158","media":"Bloomberg","summary":"(Bloomberg) -- Forrest Li, Sea Ltd.’s billionaire co-founder, chairman and chief executive officer, ","content":"<p>(Bloomberg) -- Forrest Li, <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>.’s billionaire co-founder, chairman and chief executive officer, has become Singapore’s richest person as shares of his company surged.</p>\n<p>Li, who was born in China and later became a Singapore citizen, is now worth $19.8 billion, according to the Bloomberg Billionaires Index, after Sea’s American depositary receipts rose 67% this year. The city-state’s second-richest person, paint tycoon Goh Cheng Liang, has a net worth of $17.7 billion.</p>\n<p>It’s another example of how tech billionaires are climbing up the wealth rankings in countries across Asia. Earlier this year, Brian Kim, the founder of messaging giant Kakao Corp., became South Korea’s richest person.</p>\n<p>Sea, Southeast Asia’s most valuable company, has been turning to fintech for further growth beyond gaming and e-commerce, while also expanding beyond the region. It won a digital-banking license in Singapore in December and acquired Indonesia’s PT Bank Kesejahteraan Ekonomi, better known as Bank BKE, people familiar with the matter said in January.</p>\n<p>Both moves “should allow the group to grow its SeaMoney business beyond payments to include lending, insurance, wealth management and other financial services,” said Nathan Naidu, an analyst with Bloomberg Intelligence.</p>\n<p>SeaMoney, the company’s digital-payments and financial-services business, saw total payments using its mobile-wallet services rise to more than $4.1 billion in the second quarter, up almost 150% from a year earlier, Li said on Sea’s earnings call on Aug. 17. Sea’s revenue rose 159% to $2.3 billion in the period.</p>\n<p>Sea’s broader success has been founded on its mobile game Free Fire, which has exceeded 1 billion downloads on Google Play. It’s also been driven by its e-commerce platform, Shopee, which has become the second-most downloaded shopping app on Android and iOS globally, Li said on the earnings call, citing App Annie data.</p>\n<p>Sea’s three founders, Li, Gang Ye, and David Chen, started the company in 2009. Ye, chief operating officer, is worth $10.8 billion, while Chen, Shopee’s chief product officer, has a net worth of $3.6 billion.</p>\n<p>Sea declined to comment on the executives’ wealth valuations. In late March, the company gave a gift of S$50 million ($37.1 million) to the National University of Singapore to advance research in artificial intelligence and machine learning.</p>\n<p>Bloomberg Intelligence analyst Naidu said he remains positive about Sea’s prospects, even after the stock surged more than 20-fold since listing in 2017. He said he expects demand for the company’s services to hold strong after being boosted by the pandemic, and pointed to Shopee’s expansion into Latin American markets including Brazil.</p>\n<p>“After Covid, people have warmed up to digital services and online platforms,” he said. “I don’t think they will completely give up the convenience being offered.”</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>Singapore Has a New Richest Person With $20 Billion Fortune</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Has a New Richest Person With $20 Billion Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/singapore-richest-person-20-billion-011732356.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Forrest Li, Sea Ltd.’s billionaire co-founder, chairman and chief executive officer, has become Singapore’s richest person as shares of his company surged.\nLi, who was born in China and...</p>\n\n<a href=\"https://finance.yahoo.com/news/singapore-richest-person-20-billion-011732356.html\">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","SE":"Sea Ltd","NGD":"New Gold"},"source_url":"https://finance.yahoo.com/news/singapore-richest-person-20-billion-011732356.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2163319158","content_text":"(Bloomberg) -- Forrest Li, Sea Ltd.’s billionaire co-founder, chairman and chief executive officer, has become Singapore’s richest person as shares of his company surged.\nLi, who was born in China and later became a Singapore citizen, is now worth $19.8 billion, according to the Bloomberg Billionaires Index, after Sea’s American depositary receipts rose 67% this year. The city-state’s second-richest person, paint tycoon Goh Cheng Liang, has a net worth of $17.7 billion.\nIt’s another example of how tech billionaires are climbing up the wealth rankings in countries across Asia. Earlier this year, Brian Kim, the founder of messaging giant Kakao Corp., became South Korea’s richest person.\nSea, Southeast Asia’s most valuable company, has been turning to fintech for further growth beyond gaming and e-commerce, while also expanding beyond the region. It won a digital-banking license in Singapore in December and acquired Indonesia’s PT Bank Kesejahteraan Ekonomi, better known as Bank BKE, people familiar with the matter said in January.\nBoth moves “should allow the group to grow its SeaMoney business beyond payments to include lending, insurance, wealth management and other financial services,” said Nathan Naidu, an analyst with Bloomberg Intelligence.\nSeaMoney, the company’s digital-payments and financial-services business, saw total payments using its mobile-wallet services rise to more than $4.1 billion in the second quarter, up almost 150% from a year earlier, Li said on Sea’s earnings call on Aug. 17. Sea’s revenue rose 159% to $2.3 billion in the period.\nSea’s broader success has been founded on its mobile game Free Fire, which has exceeded 1 billion downloads on Google Play. It’s also been driven by its e-commerce platform, Shopee, which has become the second-most downloaded shopping app on Android and iOS globally, Li said on the earnings call, citing App Annie data.\nSea’s three founders, Li, Gang Ye, and David Chen, started the company in 2009. Ye, chief operating officer, is worth $10.8 billion, while Chen, Shopee’s chief product officer, has a net worth of $3.6 billion.\nSea declined to comment on the executives’ wealth valuations. In late March, the company gave a gift of S$50 million ($37.1 million) to the National University of Singapore to advance research in artificial intelligence and machine learning.\nBloomberg Intelligence analyst Naidu said he remains positive about Sea’s prospects, even after the stock surged more than 20-fold since listing in 2017. He said he expects demand for the company’s services to hold strong after being boosted by the pandemic, and pointed to Shopee’s expansion into Latin American markets including Brazil.\n“After Covid, people have warmed up to digital services and online platforms,” he said. “I don’t think they will completely give up the convenience being offered.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582764273979695","authorId":"3582764273979695","name":"WCS1981","avatar":"https://static.tigerbbs.com/f98e28d5b1695429dd1657ecc78f93f5","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3582764273979695","idStr":"3582764273979695"},"content":"Too expensive leh","text":"Too expensive leh","html":"Too expensive leh"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154667950,"gmtCreate":1625526100070,"gmtModify":1703742893012,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"Just be patient but agreesive, buy low sell high I'd always the golden rule","listText":"Just be patient but agreesive, buy low sell high I'd always the golden rule","text":"Just be patient but agreesive, buy low sell high I'd always the golden rule","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154667950","repostId":"2148980793","repostType":4,"repost":{"id":"2148980793","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1625482920,"share":"https://ttm.financial/m/news/2148980793?lang=&edition=fundamental","pubTime":"2021-07-05 19:02","market":"us","language":"en","title":"What to expect if 'peak everything' already has happened and markets feel the force of gravity again","url":"https://stock-news.laohu8.com/highlight/detail?id=2148980793","media":"Dow Jones","summary":"NASA ranks the lack of gravity as a top 5 risk of human space travel.\nBut gravity also has emerged a","content":"<p>NASA ranks the lack of gravity as a top 5 risk of human space travel.</p>\n<p>But gravity also has emerged as a concern for soaring U.S. stocks, bond prices and other financial assets as the force of extreme fiscal stimulus, meant to get the U.S. economy to the other side of the pandemic, begins to ease up.</p>\n<p>After a stunning first-half, the rest of 2021 could be poised for a slower pace of U.S. economic expansion and for the rate of inflation to come back down to earth.</p>\n<p>A bit more grounding wouldn't entirely be a bad thing for financial markets either, according to investors and analysts who spoke with MarketWatch about what to expect in the year's second half, as the dust settles with the American economy recovering and trillions of dollars worth of Washington fiscal stimulus fading into the background.</p>\n<p>\"It is very possible that we have seen peak everything,\" said Giorgio Caputo, head of the multi-asset team at J O Hambro Capital Management. \"But that doesn't mean we can't have very solid continued growth in the recovery.\"</p>\n<p>Like the pace of \"revenge travel growth forecast for GDP in the second-quarter.</p>\n<p>\"In terms of GPD numbers, it will be hard to have year-over-year growth rates that rival what the second quarter of 2021 is expected to look like, relative to the second-quarter of 2020, when the whole world was shut down,\" Caputo said.</p>\n<p>\"But you've still got monetary policy that's incredibly accommodative, and will be for a long time.\"</p>\n<p>A lofty perch</p>\n<p>The major U.S. stock indexes finished the first week of the third quarter at all-time highs , after the S&amp;P 500 booked the best five quarters of percentage gains since the second-quarter of 1936, according to Dow Jones Market Data.</p>\n<p>Supply of U.S. corporate bonds <a href=\"https://laohu8.com/S/LQD\">$(LQD)$</a> -- and even demand in the sleepy municipal-bond market of the post-2008 financial crisis era.</p>\n<p>Issuance of U.S. investment-grade corporate bonds hit $860 billion in the year's first half, the second-highest tally ever, after last year's $1.2 trillion boom, according to BofA Global analysts.</p>\n<p>\"Companies still carry sizable cash war chests accumulated last year,\" the BofA team wrote, in a weekly note. \"On the other hand demand creates supply, and the combination of historically low yields and spreads at post-crisis tights may attract opportunistic issuance.\"</p>\n<p>It isn't only U.S. companies sitting on extra pandemic cash. The rate of U.S. personal saving tumbled to a still-elevated 12.4% in May from its highest on record at 33.7% in April 2020, as households squirreled away extra government aid. Unleashing that cash may sustain economic growth this year.</p>\n<p>Still, the bond market has been signaling potential trouble ahead for the U.S. economy, in terms of the Federal Reserve reaching its 2% inflation target over the longer run, with the 10-year Treasury yield at1.434% Friday, its lowest since March 2.</p>\n<p>\"That is spurring some desire to have growth stocks,\" said Robert Pavlik, senior portfolio manager, Dakota Wealth Management, of the thinking that Fed support could be harder to dial back if the economy struggles to grow.</p>\n<p>The S&amp;P 500 ended the week up 1.7%, and 15.9% higher on the year thus far, while its growth segment rose1.6% and 14.3%, respectively. The Dow swept to a 1%weekly gain, advancing 13.7% since Jan. 1, and the Nasdaq Composite powered 1.9%higher for the week and 13.6% on the year.</p>\n<p>Back on Earth</p>\n<p>Daily life in the U.S. already has returned 80% \"back to normal\" according to this chart from Columbia Threadneedle, which measures things that include domestic travel, the return to offices and schools, as well as bricks-and-mortar shopping and dining out.</p>\n<p><img src=\"https://static.tigerbbs.com/2f9f33b68cc0d4654aba0aa60780d9f6\" tg-width=\"620\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p>Friday's strong jobs report also pointed to continued healing in the U.S. labor market in June , but at a pace that may require more than a year for employment to return to pre-COVID levels.</p>\n<p>\"What the Fed cleverly did is shift the onus to the jobs market way from inflation,\" said George Goncalves, head of U.S. macro strategy at MUFG Securities Americas, referring to when the central bank might tweak its easy-money policies.</p>\n<p>\"If we are doing a hand off, getting back to normal business active, not just depending on stimulus, then companies have to hire and put more people back to work,\" he told MarketWatch. \"It is super critical.\"</p>\n<p>This week will be a short week though, with the U.S. July 4 holiday and markets closed Monday. But there will be updates on service sector activity in June on Tuesday from both IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> and ISM, followed by May job openings data and minutes from the Fed's latest Federal Open Market Committee on Wednesday.</p>\n<p>\"We are eyes wide open,\" said Caputo at J O Hambro, adding that European markets could still push higher, given that the region remains in an earlier stage of recovery than the U.S. and with its approval last week of sweeping a climate law , dubbed the European Green Deal.</p>\n<p>\"The crisis brought Europe together.\"</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>What to expect if 'peak everything' already has happened and markets feel the force of gravity again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to expect if 'peak everything' already has happened and markets feel the force of gravity again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-05 19:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>NASA ranks the lack of gravity as a top 5 risk of human space travel.</p>\n<p>But gravity also has emerged as a concern for soaring U.S. stocks, bond prices and other financial assets as the force of extreme fiscal stimulus, meant to get the U.S. economy to the other side of the pandemic, begins to ease up.</p>\n<p>After a stunning first-half, the rest of 2021 could be poised for a slower pace of U.S. economic expansion and for the rate of inflation to come back down to earth.</p>\n<p>A bit more grounding wouldn't entirely be a bad thing for financial markets either, according to investors and analysts who spoke with MarketWatch about what to expect in the year's second half, as the dust settles with the American economy recovering and trillions of dollars worth of Washington fiscal stimulus fading into the background.</p>\n<p>\"It is very possible that we have seen peak everything,\" said Giorgio Caputo, head of the multi-asset team at J O Hambro Capital Management. \"But that doesn't mean we can't have very solid continued growth in the recovery.\"</p>\n<p>Like the pace of \"revenge travel growth forecast for GDP in the second-quarter.</p>\n<p>\"In terms of GPD numbers, it will be hard to have year-over-year growth rates that rival what the second quarter of 2021 is expected to look like, relative to the second-quarter of 2020, when the whole world was shut down,\" Caputo said.</p>\n<p>\"But you've still got monetary policy that's incredibly accommodative, and will be for a long time.\"</p>\n<p>A lofty perch</p>\n<p>The major U.S. stock indexes finished the first week of the third quarter at all-time highs , after the S&amp;P 500 booked the best five quarters of percentage gains since the second-quarter of 1936, according to Dow Jones Market Data.</p>\n<p>Supply of U.S. corporate bonds <a href=\"https://laohu8.com/S/LQD\">$(LQD)$</a> -- and even demand in the sleepy municipal-bond market of the post-2008 financial crisis era.</p>\n<p>Issuance of U.S. investment-grade corporate bonds hit $860 billion in the year's first half, the second-highest tally ever, after last year's $1.2 trillion boom, according to BofA Global analysts.</p>\n<p>\"Companies still carry sizable cash war chests accumulated last year,\" the BofA team wrote, in a weekly note. \"On the other hand demand creates supply, and the combination of historically low yields and spreads at post-crisis tights may attract opportunistic issuance.\"</p>\n<p>It isn't only U.S. companies sitting on extra pandemic cash. The rate of U.S. personal saving tumbled to a still-elevated 12.4% in May from its highest on record at 33.7% in April 2020, as households squirreled away extra government aid. Unleashing that cash may sustain economic growth this year.</p>\n<p>Still, the bond market has been signaling potential trouble ahead for the U.S. economy, in terms of the Federal Reserve reaching its 2% inflation target over the longer run, with the 10-year Treasury yield at1.434% Friday, its lowest since March 2.</p>\n<p>\"That is spurring some desire to have growth stocks,\" said Robert Pavlik, senior portfolio manager, Dakota Wealth Management, of the thinking that Fed support could be harder to dial back if the economy struggles to grow.</p>\n<p>The S&amp;P 500 ended the week up 1.7%, and 15.9% higher on the year thus far, while its growth segment rose1.6% and 14.3%, respectively. The Dow swept to a 1%weekly gain, advancing 13.7% since Jan. 1, and the Nasdaq Composite powered 1.9%higher for the week and 13.6% on the year.</p>\n<p>Back on Earth</p>\n<p>Daily life in the U.S. already has returned 80% \"back to normal\" according to this chart from Columbia Threadneedle, which measures things that include domestic travel, the return to offices and schools, as well as bricks-and-mortar shopping and dining out.</p>\n<p><img src=\"https://static.tigerbbs.com/2f9f33b68cc0d4654aba0aa60780d9f6\" tg-width=\"620\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p>Friday's strong jobs report also pointed to continued healing in the U.S. labor market in June , but at a pace that may require more than a year for employment to return to pre-COVID levels.</p>\n<p>\"What the Fed cleverly did is shift the onus to the jobs market way from inflation,\" said George Goncalves, head of U.S. macro strategy at MUFG Securities Americas, referring to when the central bank might tweak its easy-money policies.</p>\n<p>\"If we are doing a hand off, getting back to normal business active, not just depending on stimulus, then companies have to hire and put more people back to work,\" he told MarketWatch. \"It is super critical.\"</p>\n<p>This week will be a short week though, with the U.S. July 4 holiday and markets closed Monday. But there will be updates on service sector activity in June on Tuesday from both IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> and ISM, followed by May job openings data and minutes from the Fed's latest Federal Open Market Committee on Wednesday.</p>\n<p>\"We are eyes wide open,\" said Caputo at J O Hambro, adding that European markets could still push higher, given that the region remains in an earlier stage of recovery than the U.S. and with its approval last week of sweeping a climate law , dubbed the European Green Deal.</p>\n<p>\"The crisis brought Europe together.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","LQD":"债券指数ETF-iShares iBoxx投资级公司债"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148980793","content_text":"NASA ranks the lack of gravity as a top 5 risk of human space travel.\nBut gravity also has emerged as a concern for soaring U.S. stocks, bond prices and other financial assets as the force of extreme fiscal stimulus, meant to get the U.S. economy to the other side of the pandemic, begins to ease up.\nAfter a stunning first-half, the rest of 2021 could be poised for a slower pace of U.S. economic expansion and for the rate of inflation to come back down to earth.\nA bit more grounding wouldn't entirely be a bad thing for financial markets either, according to investors and analysts who spoke with MarketWatch about what to expect in the year's second half, as the dust settles with the American economy recovering and trillions of dollars worth of Washington fiscal stimulus fading into the background.\n\"It is very possible that we have seen peak everything,\" said Giorgio Caputo, head of the multi-asset team at J O Hambro Capital Management. \"But that doesn't mean we can't have very solid continued growth in the recovery.\"\nLike the pace of \"revenge travel growth forecast for GDP in the second-quarter.\n\"In terms of GPD numbers, it will be hard to have year-over-year growth rates that rival what the second quarter of 2021 is expected to look like, relative to the second-quarter of 2020, when the whole world was shut down,\" Caputo said.\n\"But you've still got monetary policy that's incredibly accommodative, and will be for a long time.\"\nA lofty perch\nThe major U.S. stock indexes finished the first week of the third quarter at all-time highs , after the S&P 500 booked the best five quarters of percentage gains since the second-quarter of 1936, according to Dow Jones Market Data.\nSupply of U.S. corporate bonds $(LQD)$ -- and even demand in the sleepy municipal-bond market of the post-2008 financial crisis era.\nIssuance of U.S. investment-grade corporate bonds hit $860 billion in the year's first half, the second-highest tally ever, after last year's $1.2 trillion boom, according to BofA Global analysts.\n\"Companies still carry sizable cash war chests accumulated last year,\" the BofA team wrote, in a weekly note. \"On the other hand demand creates supply, and the combination of historically low yields and spreads at post-crisis tights may attract opportunistic issuance.\"\nIt isn't only U.S. companies sitting on extra pandemic cash. The rate of U.S. personal saving tumbled to a still-elevated 12.4% in May from its highest on record at 33.7% in April 2020, as households squirreled away extra government aid. Unleashing that cash may sustain economic growth this year.\nStill, the bond market has been signaling potential trouble ahead for the U.S. economy, in terms of the Federal Reserve reaching its 2% inflation target over the longer run, with the 10-year Treasury yield at1.434% Friday, its lowest since March 2.\n\"That is spurring some desire to have growth stocks,\" said Robert Pavlik, senior portfolio manager, Dakota Wealth Management, of the thinking that Fed support could be harder to dial back if the economy struggles to grow.\nThe S&P 500 ended the week up 1.7%, and 15.9% higher on the year thus far, while its growth segment rose1.6% and 14.3%, respectively. The Dow swept to a 1%weekly gain, advancing 13.7% since Jan. 1, and the Nasdaq Composite powered 1.9%higher for the week and 13.6% on the year.\nBack on Earth\nDaily life in the U.S. already has returned 80% \"back to normal\" according to this chart from Columbia Threadneedle, which measures things that include domestic travel, the return to offices and schools, as well as bricks-and-mortar shopping and dining out.\n\nFriday's strong jobs report also pointed to continued healing in the U.S. labor market in June , but at a pace that may require more than a year for employment to return to pre-COVID levels.\n\"What the Fed cleverly did is shift the onus to the jobs market way from inflation,\" said George Goncalves, head of U.S. macro strategy at MUFG Securities Americas, referring to when the central bank might tweak its easy-money policies.\n\"If we are doing a hand off, getting back to normal business active, not just depending on stimulus, then companies have to hire and put more people back to work,\" he told MarketWatch. \"It is super critical.\"\nThis week will be a short week though, with the U.S. July 4 holiday and markets closed Monday. But there will be updates on service sector activity in June on Tuesday from both IHS Markit and ISM, followed by May job openings data and minutes from the Fed's latest Federal Open Market Committee on Wednesday.\n\"We are eyes wide open,\" said Caputo at J O Hambro, adding that European markets could still push higher, given that the region remains in an earlier stage of recovery than the U.S. and with its approval last week of sweeping a climate law , dubbed the European Green Deal.\n\"The crisis brought Europe together.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124342556,"gmtCreate":1624749576775,"gmtModify":1703844284167,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"I am bullish about both Alibaba and Baidu but will invest it in HK market as it is cheaper and also will not be affected by US regulators","listText":"I am bullish about both Alibaba and Baidu but will invest it in HK market as it is cheaper and also will not be affected by US regulators","text":"I am bullish about both Alibaba and Baidu but will invest it in HK market as it is cheaper and also will not be affected by US regulators","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124342556","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","kind":"news","pubTimestamp":1624671774,"share":"https://ttm.financial/m/news/1164137597?lang=&edition=fundamental","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180131837,"gmtCreate":1623194112629,"gmtModify":1704197898471,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"Vaxart is interesting as it is developing a pill instead of injection for Covid-19.&nbsp; Hope it can be released so that shares will rise","listText":"Vaxart is interesting as it is developing a pill instead of injection for Covid-19.&nbsp; Hope it can be released so that shares will rise","text":"Vaxart is interesting as it is developing a pill instead of injection for Covid-19. Hope it can be released so that shares will rise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/180131837","repostId":"1166056944","repostType":4,"repost":{"id":"1166056944","kind":"news","pubTimestamp":1623160615,"share":"https://ttm.financial/m/news/1166056944?lang=&edition=fundamental","pubTime":"2021-06-08 21:56","market":"us","language":"en","title":"5 High-Octane Growth Stocks With 54% to 94% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1166056944","media":"Motley Fool","summary":"If analysts are correct, this assortment of rapidly growing companies could deliver big-time returns","content":"<blockquote><b>If analysts are correct, this assortment of rapidly growing companies could deliver big-time returns over the next year.</b></blockquote><p>For the past 12 years, growth stocks have been the key to sending the broader market higher. Even though value stocks have been the better performer of the two categories over the very long-term, historically low lending rates and trillions of dollars being pumped into the U.S. economy have created a perfect storm for growth stocks to thrive.</p><p>Yet according to Wall Street's one-year consensus price targets, somegrowth stocksaren't anywhere near realizing their full potential. If analysts' consensus price targets prove accurate, the following five high-octane growth stocks offer upside ranging from 54% to 94% over the next year.</p><p><b>Vaxart: Implied upside of 94%</b></p><p>The supercharged growth stock on this list with thegreatest implied upsideover the coming 12 months is clinical-stagebiotech stock<b>Vaxart</b>(NASDAQ:VXRT). If you're wondering why I've included a clinical-stage drug developer, it's because all of the analysts covering it are forecasting recurring sales for the company, beginning in 2022. If Wall Street's estimates are correct, Vaxart's stock could nearly double from where it closed this past week.</p><p>What makes Vaxart such a unique drug developer is its approach to developing treatments. Specifically, it develops oral recombinant vaccines, rather than vaccines administered by injection. It should be a lot easier to dispense and administer pills than injections, which could resolve factors like shot hesitancy and vaccine access.</p><p>Even though it has multiple treatments in the works, most of the buzz surrounding Vaxart has to do with its work in the lab on VXA-CoV2-1, an experimental oral tablet to treat the coronavirus disease 2019 (COVID-19). Data from a phase 1 study in February showed VXA-CoV2-1 met all of its primary and secondary safety and immunogenicity endpoints. The data also signaled that Vaxart's oral treatment may be effective against COVID-19 variants.</p><p>Though it's probablya bit too earlyto get overly excited about Vaxart, it's a name worth closely monitoring.</p><p><b>Trulieve Cannabis: Implied upside of 88%</b></p><p>It's no secret that cannabis is set to be one of North America's fastest-growing industries this decade. But amongmarijuana stocks, U.S. multistate operator (MSO)<b>Trulieve Cannabis</b>(OTC:TCNNF)offers some of the most robust upside. If Wall Street's consensus price target of a little over $72 is correct, Trulieve could gallop higher by 88% over the coming year.</p><p>There are a lot of unique growth strategies among MSOs, but none hasproved more successful than Trulieve's blueprint. At the moment, Trulieve has 88 operational dispensaries. But here's the kicker: 82 of them are located in medical marijuana-legal Florida. By focusing its efforts on a single big-dollar state, Trulieve has been able to saturate the market, effectively build up its brand, and keep its marketing costs down. The company has been profitable for 13 consecutive quarters, and as of the end of 2020 controlled 53% of the Sunshine State's dried flower market and 49% of its high-margin cannabinoid oils market.</p><p>Equally intriguing is Trulieve's recently announced all-stock deal to acquire MSO<b>Harvest Health &amp; Recreation</b>(OTC:HRVSF)for $2.1 billion. Harvest has a focus on five states, one of which happens to be Florida. Aside from solidifying an even bigger presence in the Sunshine State, Trulieve will gain access to Harvest's state-leading 15 dispensaries in Arizona. The Grand Canyon State legalized recreational weed in November. There's a good chance Trulieve can use Harvest's infrastructure to duplicate its success in Arizona.</p><p><b>Magnite: Implied upside of 59%</b></p><p>Another high-octane growth stock with significant upside potential, according to Wall Street, is sell-side advertising technology platform<b>Magnite</b>(NASDAQ:MGNI). If analysts are correct about Magnite hitting nearly $46 a share in 12 months, it would represent upside potential of 59%.</p><p>Magnite finds itself at the center of a double-digit growth trend that should last for a long time to come. As consumers cut the cord to traditional cable and shift to other forms of entertainment and content consumption, businesseswill be more likely to shift their advertising dollarsonline, to apps, and to streaming/connected TV (CTV). Although mobile platforms accounted for almost half of Magnite's revenue last year, it's CTV that looks to be the most intriguing long-term growth driver.</p><p>One of thebiggest boostsfor Magnite should come from its recently closed cash-and-stock acquisition of SpotX. SpotX generated $31.2 million in sales (less traffic acquisition costs) in the first quarter, with $19.7 million of this net revenue attributable to CTV. That was up 70% from the prior-year period. The now-combined company has sell-side ad platform exposure to the likes of<b>fuboTV</b>,<b>Roku</b>,<b>Disney</b>, and WarnerMedia, to name a few leading platforms.</p><p>With Magnite profitable on a recurring basis and fully capable of sustainable double-digit growth, a 59% 12-month return isn't out of the question.</p><p><b>Teladoc Health: Implied upside of 56%</b></p><p>Transformativehealthcare stock<b>Teladoc Health</b>(NYSE:TDOC)is also expected to offer abundant upside potential. Based on Wall Street's consensus price target of around $229, Teladoc could rise by a cool 56% over the next 12 months.</p><p>A lot of folks view Teladoc asone of the biggest winners during the COVID-19 pandemic. With doctors wanting to keep high-risk people and infected patients out of their offices, many turned to virtual visits. Teladoc ultimately handled 10.59 million telehealth visits last year, up from 4.14 million in 2019. But these folks are probably overlooking that Teladoc grew sales by an annual average of 74% in the six years leading up to the pandemic.</p><p>What makes telemedicine such a winning trend is that itoffers advantages up and down the treatment chain. Telehealth allows patients to stay home for consultations, and it's a tool physicians can use to keep closer tabs on their chronically ill patients. This ease of oversight could result in improved patient outcomes. It also doesn't hurt that virtual visits are billed at a lower rate than office visits.</p><p>Following its acquisition of leading applied health signals company Livongo Health in the fourth quarter, Teladoc has all the tools needed to provide next-level personalized care. In other words, this price target looks very realistic over the next year.</p><p>Plug Power: Implied upside of 54%</p><p>Finally, hydrogen fuel-cell solutions company<b>Plug Power</b>(NASDAQ:PLUG)is a (pardon the irony) high-octane growth stock with ample upside. If analysts are correct about its price target of almost $47 in a year, Plug could deliver a 54% return to its shareholders.</p><p>The big buzz with Plug Power is the push by developed countries, including the U.S., to renewable sources of energy. President Biden has proposed a massive infrastructure bill tailored to renewable energy projects, which signals the federal government's willingness to invest in clean-energy solutions.</p><p>Since the year began, Plug Power landed two major joint venture partners. South Korea's SK Group took a 10% equity stake in Plug and will work with the company to develop hydrogen fuel-cell solutions for vehicles and refilling stations. Meanwhile, French auto company<b>Renault</b>formed a joint venture with Plug to tackle Europe's light commercial vehicle market. Following these joint venture announcements, the companyintroduced a gross billings target of $1.7 billion by 2024, which would almost quadruple its forecasted sales for 2021.</p><p>Whether it'll be smooth sailingremains to be seen. The company recently restated years' worth of its income statements, and history hasn't always been kind to the introduction of new automotive technology.</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>5 High-Octane Growth Stocks With 54% to 94% Upside, According to Wall Street</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\">\n5 High-Octane Growth Stocks With 54% to 94% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 21:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/08/5-high-octane-growth-stocks-with-54-to-94-upside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If analysts are correct, this assortment of rapidly growing companies could deliver big-time returns over the next year.For the past 12 years, growth stocks have been the key to sending the broader ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/08/5-high-octane-growth-stocks-with-54-to-94-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VXRT":"Vaxart, Inc","MGNI":"Magnite, Inc.","TCNNF":"Trulieve Cannabis Corporation","PLUG":"普拉格能源","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/06/08/5-high-octane-growth-stocks-with-54-to-94-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166056944","content_text":"If analysts are correct, this assortment of rapidly growing companies could deliver big-time returns over the next year.For the past 12 years, growth stocks have been the key to sending the broader market higher. Even though value stocks have been the better performer of the two categories over the very long-term, historically low lending rates and trillions of dollars being pumped into the U.S. economy have created a perfect storm for growth stocks to thrive.Yet according to Wall Street's one-year consensus price targets, somegrowth stocksaren't anywhere near realizing their full potential. If analysts' consensus price targets prove accurate, the following five high-octane growth stocks offer upside ranging from 54% to 94% over the next year.Vaxart: Implied upside of 94%The supercharged growth stock on this list with thegreatest implied upsideover the coming 12 months is clinical-stagebiotech stockVaxart(NASDAQ:VXRT). If you're wondering why I've included a clinical-stage drug developer, it's because all of the analysts covering it are forecasting recurring sales for the company, beginning in 2022. If Wall Street's estimates are correct, Vaxart's stock could nearly double from where it closed this past week.What makes Vaxart such a unique drug developer is its approach to developing treatments. Specifically, it develops oral recombinant vaccines, rather than vaccines administered by injection. It should be a lot easier to dispense and administer pills than injections, which could resolve factors like shot hesitancy and vaccine access.Even though it has multiple treatments in the works, most of the buzz surrounding Vaxart has to do with its work in the lab on VXA-CoV2-1, an experimental oral tablet to treat the coronavirus disease 2019 (COVID-19). Data from a phase 1 study in February showed VXA-CoV2-1 met all of its primary and secondary safety and immunogenicity endpoints. The data also signaled that Vaxart's oral treatment may be effective against COVID-19 variants.Though it's probablya bit too earlyto get overly excited about Vaxart, it's a name worth closely monitoring.Trulieve Cannabis: Implied upside of 88%It's no secret that cannabis is set to be one of North America's fastest-growing industries this decade. But amongmarijuana stocks, U.S. multistate operator (MSO)Trulieve Cannabis(OTC:TCNNF)offers some of the most robust upside. If Wall Street's consensus price target of a little over $72 is correct, Trulieve could gallop higher by 88% over the coming year.There are a lot of unique growth strategies among MSOs, but none hasproved more successful than Trulieve's blueprint. At the moment, Trulieve has 88 operational dispensaries. But here's the kicker: 82 of them are located in medical marijuana-legal Florida. By focusing its efforts on a single big-dollar state, Trulieve has been able to saturate the market, effectively build up its brand, and keep its marketing costs down. The company has been profitable for 13 consecutive quarters, and as of the end of 2020 controlled 53% of the Sunshine State's dried flower market and 49% of its high-margin cannabinoid oils market.Equally intriguing is Trulieve's recently announced all-stock deal to acquire MSOHarvest Health & Recreation(OTC:HRVSF)for $2.1 billion. Harvest has a focus on five states, one of which happens to be Florida. Aside from solidifying an even bigger presence in the Sunshine State, Trulieve will gain access to Harvest's state-leading 15 dispensaries in Arizona. The Grand Canyon State legalized recreational weed in November. There's a good chance Trulieve can use Harvest's infrastructure to duplicate its success in Arizona.Magnite: Implied upside of 59%Another high-octane growth stock with significant upside potential, according to Wall Street, is sell-side advertising technology platformMagnite(NASDAQ:MGNI). If analysts are correct about Magnite hitting nearly $46 a share in 12 months, it would represent upside potential of 59%.Magnite finds itself at the center of a double-digit growth trend that should last for a long time to come. As consumers cut the cord to traditional cable and shift to other forms of entertainment and content consumption, businesseswill be more likely to shift their advertising dollarsonline, to apps, and to streaming/connected TV (CTV). Although mobile platforms accounted for almost half of Magnite's revenue last year, it's CTV that looks to be the most intriguing long-term growth driver.One of thebiggest boostsfor Magnite should come from its recently closed cash-and-stock acquisition of SpotX. SpotX generated $31.2 million in sales (less traffic acquisition costs) in the first quarter, with $19.7 million of this net revenue attributable to CTV. That was up 70% from the prior-year period. The now-combined company has sell-side ad platform exposure to the likes offuboTV,Roku,Disney, and WarnerMedia, to name a few leading platforms.With Magnite profitable on a recurring basis and fully capable of sustainable double-digit growth, a 59% 12-month return isn't out of the question.Teladoc Health: Implied upside of 56%Transformativehealthcare stockTeladoc Health(NYSE:TDOC)is also expected to offer abundant upside potential. Based on Wall Street's consensus price target of around $229, Teladoc could rise by a cool 56% over the next 12 months.A lot of folks view Teladoc asone of the biggest winners during the COVID-19 pandemic. With doctors wanting to keep high-risk people and infected patients out of their offices, many turned to virtual visits. Teladoc ultimately handled 10.59 million telehealth visits last year, up from 4.14 million in 2019. But these folks are probably overlooking that Teladoc grew sales by an annual average of 74% in the six years leading up to the pandemic.What makes telemedicine such a winning trend is that itoffers advantages up and down the treatment chain. Telehealth allows patients to stay home for consultations, and it's a tool physicians can use to keep closer tabs on their chronically ill patients. This ease of oversight could result in improved patient outcomes. It also doesn't hurt that virtual visits are billed at a lower rate than office visits.Following its acquisition of leading applied health signals company Livongo Health in the fourth quarter, Teladoc has all the tools needed to provide next-level personalized care. In other words, this price target looks very realistic over the next year.Plug Power: Implied upside of 54%Finally, hydrogen fuel-cell solutions companyPlug Power(NASDAQ:PLUG)is a (pardon the irony) high-octane growth stock with ample upside. If analysts are correct about its price target of almost $47 in a year, Plug could deliver a 54% return to its shareholders.The big buzz with Plug Power is the push by developed countries, including the U.S., to renewable sources of energy. President Biden has proposed a massive infrastructure bill tailored to renewable energy projects, which signals the federal government's willingness to invest in clean-energy solutions.Since the year began, Plug Power landed two major joint venture partners. South Korea's SK Group took a 10% equity stake in Plug and will work with the company to develop hydrogen fuel-cell solutions for vehicles and refilling stations. Meanwhile, French auto companyRenaultformed a joint venture with Plug to tackle Europe's light commercial vehicle market. Following these joint venture announcements, the companyintroduced a gross billings target of $1.7 billion by 2024, which would almost quadruple its forecasted sales for 2021.Whether it'll be smooth sailingremains to be seen. The company recently restated years' worth of its income statements, and history hasn't always been kind to the introduction of new automotive technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582839637303229","authorId":"3582839637303229","name":"vxf","avatar":"https://static.tigerbbs.com/b1ee9a28e0a19bf5b87d52e90dc87788","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582839637303229","idStr":"3582839637303229"},"content":"respond please","text":"respond please","html":"respond please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041244219,"gmtCreate":1656064007131,"gmtModify":1676535761461,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"I will say wait for the apple to drop more, then we bite and buy, haha","listText":"I will say wait for the apple to drop more, then we bite and buy, haha","text":"I will say wait for the apple to drop more, then we bite and buy, haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041244219","repostId":"2245311224","repostType":4,"repost":{"id":"2245311224","kind":"news","pubTimestamp":1656058978,"share":"https://ttm.financial/m/news/2245311224?lang=&edition=fundamental","pubTime":"2022-06-24 16:22","market":"us","language":"en","title":"Is Now A Good Time To Buy Apple Stock As It Dips?","url":"https://stock-news.laohu8.com/highlight/detail?id=2245311224","media":"Seekingalpha","summary":"SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.</li><li>A key share price driver for AAPL in the near term will be supply-side headwinds turning out to be less severe than feared, as seen with reduced product lead times.</li><li>Apple is a Buy now, as the stock should command higher valuation multiples with an improvement in profitability over time driven by higher services revenue contribution.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Ivan-balvan/iStock Editorial via Getty Images</span></p><p><b>Elevator Pitch</b></p><p>My investment rating for Apple Inc.&#39;s (NASDAQ:AAPL) shares is a Buy. I did a comparison of Apple and Advanced Micro Devices, Inc. (NASDAQ:AMD) in my previous April 6, 2022, article, and determined that AAPL was the better buy. In this latest update for AAPL, I analyze whether a buying opportunity for Apple has emerged as a result of the pullback in the company&#39;s share price year-to-date in 2022.</p><p>This is a good time to buy Apple&#39;s stock, as the dip in its share price year-to-date has made its valuations more attractive with its forward P/E multiple reverting close to its five-year historical mean. There is room for AAPL&#39;s valuation multiples to expand in tandem with higher profit margins resulting from a superior sales mix tilted towards services.</p><p>AAPL Stock Basics</p><p>Prior to touching on AAPL&#39;s stock price correction, valuations, and outlook, it is relevant to revisit the basics for Apple. In other words, I will be discussing the company&#39;s business model and the investment thesis for the stock in the current section of this article.</p><p>Apple&#39;s business model is to continue expanding the installed base for its flagship hardware device, the iPhone, and cross-sell other hardware products and services to its iPhone users.</p><p>At the company&#39;s earnings call for the first quarter of fiscal 2022 (YE September 30) on January 27, 2022, Apple disclosed that its &#34;installed base of active devices&#34; has set &#34;a new all-time record of 1.8 billion devices.&#34; AAPL updated investors at its Q2 FY 2022 results briefing on April 28, 2022, that the company&#39;s &#34;installed base (of active devices) has continued to grow&#34;, while noting that &#34;the iPhone active installed base reached &#34;a new all-time high.&#34; According to the Business of Apps website&#39;s compilation of data on AAPL, the number of active iPhones (excluding other hardware devices such as iPads) on a worldwide basis had already crossed the 1.2 billion mark by the end of last year.</p><p>The investment thesis for AAPL is closely linked to its business model. Revenue for Apple&#39;s services like the App Store is expected to grow over time in tandem with the increase in the installed base for AAPL&#39;s iPhones and other hardware devices. This should translate into higher profit margins and faster earnings growth for Apple in the medium to long term, as AAPL benefits from a more favorable revenue mix with a rising proportion of sales contribution from higher-margin services.</p><p>The gross profit margin for Apple&#39;s services segment was 72.6% in Q2 FY 2022, which was twice that of the products segment&#39;s gross margin of 36.4% in the same quarter as highlighted at its most recent quarterly investor call. Also, AAPL only derived approximately 20% of its total Q2 FY 2022 revenue from services as per its quarterly earnings press release, so there is room for the company to further optimize its sales mix with a bias towards growing revenue contribution from services at a faster pace.</p><p>In the next section, I focus on Apple&#39;s stock price decline thus far this year.</p><p><b>Why Did Apple Stock Drop?</b></p><p>Apple&#39;s stock price dropped by -25.6% in 2022 thus far, and it underperformed the S&amp;P 500 which was down by -21.0% during the same period.</p><p><b>AAPL&#39;s 2022 Year-to-date Share Price Chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39057828144a7f0bc9c470f048173d9e\" tg-width=\"640\" tg-height=\"221\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>AAPL&#39;s share price weakness is partly attributed to the correction in the broader stock market and technology stocks as a result of investors&#39; worries over higher-than-expected inflation and a potential recession. But there are also company-specific factors that have driven a decline in Apple&#39;s stock price.</p><p>In the past three months, the Q3 FY 2022 consensus earnings per share estimate for Apple has been reduced by -7.5%. Specifically, 25 of the 44 Wall Street analysts covering AAPL&#39;s shares lowered their third-quarter EPS forecasts for the company in the last three months. This is consistent with Apple&#39;s forward-looking management guidance.</p><p>At its Q2 FY 2022 earnings briefing, AAPL had guided for a $4-$8 billion hit to its third-quarter revenue resulting from &#34;COVID-related disruptions (more specifically lockdowns in China) and industry-wide silicon shortages.&#34; The company also highlighted that it expects unfavorable exchange rate fluctuations and the suspension of sales in Russia to impact the YoY growth for its Q3 FY 2022 top line by -3.0 percentage points and -1.5 percentage points, respectively.</p><p>In the next section I touch on whether Apple&#39;s valuations have become more attractive after the year-to-date pull-back in its share price.</p><p><b>Is Apple Stock A Good Value Now?</b></p><p>Following the -25% decline in its stock price thus far this year, Apple&#39;s consensus forward next twelve months&#39; normalized P/E multiple has compressed from its 2022 year-to-date peak of 31.9 times as of January 3, 2022, to 22.0 times as of June 22, as per<i>S&amp;P Capital IQ</i>.</p><p>AAPL is currently trading at 22.0 times forward P/E, which is roughly on par with its five-year mean forward P/E multiple of 21.4 times. When the short-term headwinds (as discussed in the preceding section) eventually ease and the company manages to achieve a more optimal sales mix biased towards higher-margin services in the future, Apple should be able to trade at the high end of its five-year forward P/E valuation range (AAPL&#39;s peak forward P/E multiple in the last five years was 36.6 times) again.</p><p>In conclusion, I think Apple&#39;s stock is good value now, considering its historical valuations and future profitability outlook.</p><p><b>Is Apple Expected To Rise Again?</b></p><p>I am of the opinion that Apple&#39;s stock price is expected to rise again in the short term.</p><p>According to JPMorgan&#39;s (JPM) &#34;Global Product Availability Lead Time Tracker&#34; research report (not publicly available) published on June 19, 2022, the worldwide &#34;lead times in general moderated for Mac and iPads&#34; for the week ended June 17, 2022, which the JPM analysts highlight is &#34;in line with the reopening in China.&#34; Also, JPM&#39;s recent research work found that the current lead times for AAPL&#39;s other products such as the iPhone stayed low at below a week.</p><p>This is consistent with the findings from another bank&#39;s research team. Morgan Stanley (MS) published its North American IT hardware &#34;Monthly Data Tracker&#34; report (not publicly available) on June 22, 2022, which noted that the lead time for the iPad decreased from 15 days as of June 9, 2022, to 14 days as of June 16, 2022. Similarly, the MS analysts&#39; research work suggests that the lead time for the MacBook Pro M1 declined from 62 days to 56 days over the same period.</p><p>In my view, an easing of supply chain constraints as evidenced by the improvement in lead times mentioned above should be a positive re-rating catalyst for Apple in the short term.</p><p><b>What Is The Long-Term Prediction For Apple Stock?</b></p><p>The key aspect of any long-term financial predictions for Apple is the potential improvement in the company&#39;s profitability. As I discussed earlier in this article, a growing percentage of sales derived from higher-margin services should result in an expansion of Apple&#39;s profit margins in the long run. Based on financial projections sourced from<i>S&amp;P Capital IQ</i>, AAPL&#39;s gross profit margin is forecasted to increase from 41.8% in fiscal 2021 to 43.5% by FY 2026.</p><p>The market&#39;s expectations of increased services revenue contribution and improved profitability are reasonable. Apple has been putting in a huge amount of effort to make it easier for the company to cross-sell additional hardware devices and services to its iPhone users as seen with its recent press release.</p><p>On June 6, 2022, Apple revealed the features of its new operating system for the iPhone (iOS16), and also disclosed the introduction of two new laptops.</p><p>In this announcement, AAPL explained that certain &#34;new features for Apple&#39;s Macs and iPads are designed to make it easier to sync with the iPhone.&#34; As an example, the iPhone can be utilized as &#34;a webcam&#34; for &#34;video calls&#34; on Macs going forward, as highlighted in an article published by The Verge on the same day of Apple&#39;s announcement.</p><p>Separately, Apple&#39;s new MacBook Air and MacBook Pro devices will come with Apple&#39;s M2 chip. The company noted in the June 6, 2022, announcement that this is aligned with its goal of &#34;helping people toggle from one Apple device to another.&#34;</p><p>In summary, AAPL is moving in the right direction with new initiatives to enhance integration across the company&#39;s various hardware products, which will increase user switching costs and boost cross-selling efforts (for other hardware devices and services). I predict that this should eventually lead to higher profit margins (consensus FY 2026 gross margin of 43.5%) and an expansion of valuation multiples (current forward P/E multiple of 22.0 times versus five-year P/E of 36.6 times) for Apple.</p><p><b>Is AAPL Stock A Buy, Sell, or Hold?</b></p><p>AAPL stock is a Buy. Apple&#39;s current P/E valuations are undemanding, and there are both short-term catalysts (easing of supply chain constraints) and long-term drivers (profitability improvement) for the company&#39;s shares.</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>Is Now A Good Time To Buy Apple Stock As It Dips?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now A Good Time To Buy Apple Stock As It Dips?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 16:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.A key share price ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2245311224","content_text":"SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.A key share price driver for AAPL in the near term will be supply-side headwinds turning out to be less severe than feared, as seen with reduced product lead times.Apple is a Buy now, as the stock should command higher valuation multiples with an improvement in profitability over time driven by higher services revenue contribution.Ivan-balvan/iStock Editorial via Getty ImagesElevator PitchMy investment rating for Apple Inc.'s (NASDAQ:AAPL) shares is a Buy. I did a comparison of Apple and Advanced Micro Devices, Inc. (NASDAQ:AMD) in my previous April 6, 2022, article, and determined that AAPL was the better buy. In this latest update for AAPL, I analyze whether a buying opportunity for Apple has emerged as a result of the pullback in the company's share price year-to-date in 2022.This is a good time to buy Apple's stock, as the dip in its share price year-to-date has made its valuations more attractive with its forward P/E multiple reverting close to its five-year historical mean. There is room for AAPL's valuation multiples to expand in tandem with higher profit margins resulting from a superior sales mix tilted towards services.AAPL Stock BasicsPrior to touching on AAPL's stock price correction, valuations, and outlook, it is relevant to revisit the basics for Apple. In other words, I will be discussing the company's business model and the investment thesis for the stock in the current section of this article.Apple's business model is to continue expanding the installed base for its flagship hardware device, the iPhone, and cross-sell other hardware products and services to its iPhone users.At the company's earnings call for the first quarter of fiscal 2022 (YE September 30) on January 27, 2022, Apple disclosed that its \"installed base of active devices\" has set \"a new all-time record of 1.8 billion devices.\" AAPL updated investors at its Q2 FY 2022 results briefing on April 28, 2022, that the company's \"installed base (of active devices) has continued to grow\", while noting that \"the iPhone active installed base reached \"a new all-time high.\" According to the Business of Apps website's compilation of data on AAPL, the number of active iPhones (excluding other hardware devices such as iPads) on a worldwide basis had already crossed the 1.2 billion mark by the end of last year.The investment thesis for AAPL is closely linked to its business model. Revenue for Apple's services like the App Store is expected to grow over time in tandem with the increase in the installed base for AAPL's iPhones and other hardware devices. This should translate into higher profit margins and faster earnings growth for Apple in the medium to long term, as AAPL benefits from a more favorable revenue mix with a rising proportion of sales contribution from higher-margin services.The gross profit margin for Apple's services segment was 72.6% in Q2 FY 2022, which was twice that of the products segment's gross margin of 36.4% in the same quarter as highlighted at its most recent quarterly investor call. Also, AAPL only derived approximately 20% of its total Q2 FY 2022 revenue from services as per its quarterly earnings press release, so there is room for the company to further optimize its sales mix with a bias towards growing revenue contribution from services at a faster pace.In the next section, I focus on Apple's stock price decline thus far this year.Why Did Apple Stock Drop?Apple's stock price dropped by -25.6% in 2022 thus far, and it underperformed the S&P 500 which was down by -21.0% during the same period.AAPL's 2022 Year-to-date Share Price ChartSeeking AlphaAAPL's share price weakness is partly attributed to the correction in the broader stock market and technology stocks as a result of investors' worries over higher-than-expected inflation and a potential recession. But there are also company-specific factors that have driven a decline in Apple's stock price.In the past three months, the Q3 FY 2022 consensus earnings per share estimate for Apple has been reduced by -7.5%. Specifically, 25 of the 44 Wall Street analysts covering AAPL's shares lowered their third-quarter EPS forecasts for the company in the last three months. This is consistent with Apple's forward-looking management guidance.At its Q2 FY 2022 earnings briefing, AAPL had guided for a $4-$8 billion hit to its third-quarter revenue resulting from \"COVID-related disruptions (more specifically lockdowns in China) and industry-wide silicon shortages.\" The company also highlighted that it expects unfavorable exchange rate fluctuations and the suspension of sales in Russia to impact the YoY growth for its Q3 FY 2022 top line by -3.0 percentage points and -1.5 percentage points, respectively.In the next section I touch on whether Apple's valuations have become more attractive after the year-to-date pull-back in its share price.Is Apple Stock A Good Value Now?Following the -25% decline in its stock price thus far this year, Apple's consensus forward next twelve months' normalized P/E multiple has compressed from its 2022 year-to-date peak of 31.9 times as of January 3, 2022, to 22.0 times as of June 22, as perS&P Capital IQ.AAPL is currently trading at 22.0 times forward P/E, which is roughly on par with its five-year mean forward P/E multiple of 21.4 times. When the short-term headwinds (as discussed in the preceding section) eventually ease and the company manages to achieve a more optimal sales mix biased towards higher-margin services in the future, Apple should be able to trade at the high end of its five-year forward P/E valuation range (AAPL's peak forward P/E multiple in the last five years was 36.6 times) again.In conclusion, I think Apple's stock is good value now, considering its historical valuations and future profitability outlook.Is Apple Expected To Rise Again?I am of the opinion that Apple's stock price is expected to rise again in the short term.According to JPMorgan's (JPM) \"Global Product Availability Lead Time Tracker\" research report (not publicly available) published on June 19, 2022, the worldwide \"lead times in general moderated for Mac and iPads\" for the week ended June 17, 2022, which the JPM analysts highlight is \"in line with the reopening in China.\" Also, JPM's recent research work found that the current lead times for AAPL's other products such as the iPhone stayed low at below a week.This is consistent with the findings from another bank's research team. Morgan Stanley (MS) published its North American IT hardware \"Monthly Data Tracker\" report (not publicly available) on June 22, 2022, which noted that the lead time for the iPad decreased from 15 days as of June 9, 2022, to 14 days as of June 16, 2022. Similarly, the MS analysts' research work suggests that the lead time for the MacBook Pro M1 declined from 62 days to 56 days over the same period.In my view, an easing of supply chain constraints as evidenced by the improvement in lead times mentioned above should be a positive re-rating catalyst for Apple in the short term.What Is The Long-Term Prediction For Apple Stock?The key aspect of any long-term financial predictions for Apple is the potential improvement in the company's profitability. As I discussed earlier in this article, a growing percentage of sales derived from higher-margin services should result in an expansion of Apple's profit margins in the long run. Based on financial projections sourced fromS&P Capital IQ, AAPL's gross profit margin is forecasted to increase from 41.8% in fiscal 2021 to 43.5% by FY 2026.The market's expectations of increased services revenue contribution and improved profitability are reasonable. Apple has been putting in a huge amount of effort to make it easier for the company to cross-sell additional hardware devices and services to its iPhone users as seen with its recent press release.On June 6, 2022, Apple revealed the features of its new operating system for the iPhone (iOS16), and also disclosed the introduction of two new laptops.In this announcement, AAPL explained that certain \"new features for Apple's Macs and iPads are designed to make it easier to sync with the iPhone.\" As an example, the iPhone can be utilized as \"a webcam\" for \"video calls\" on Macs going forward, as highlighted in an article published by The Verge on the same day of Apple's announcement.Separately, Apple's new MacBook Air and MacBook Pro devices will come with Apple's M2 chip. The company noted in the June 6, 2022, announcement that this is aligned with its goal of \"helping people toggle from one Apple device to another.\"In summary, AAPL is moving in the right direction with new initiatives to enhance integration across the company's various hardware products, which will increase user switching costs and boost cross-selling efforts (for other hardware devices and services). I predict that this should eventually lead to higher profit margins (consensus FY 2026 gross margin of 43.5%) and an expansion of valuation multiples (current forward P/E multiple of 22.0 times versus five-year P/E of 36.6 times) for Apple.Is AAPL Stock A Buy, Sell, or Hold?AAPL stock is a Buy. Apple's current P/E valuations are undemanding, and there are both short-term catalysts (easing of supply chain constraints) and long-term drivers (profitability improvement) for the company's shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056641498,"gmtCreate":1655008247614,"gmtModify":1676535548000,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"waiting for Apple to drop, and then buy, haha&nbsp;","listText":"waiting for Apple to drop, and then buy, haha&nbsp;","text":"waiting for Apple to drop, and then buy, haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056641498","repostId":"2242669765","repostType":4,"repost":{"id":"2242669765","kind":"highlight","pubTimestamp":1655005649,"share":"https://ttm.financial/m/news/2242669765?lang=&edition=fundamental","pubTime":"2022-06-12 11:47","market":"us","language":"en","title":"3 Unstoppable Growth Stocks to Buy in the  Stock Market Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2242669765","media":"Motley Fool","summary":"These three stocks have revenue and cash flows moving higher while stock prices are moving lower.","content":"<html><head></head><body><p>Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.</p><p>Despite how the market feels about growth stocks, <b>Apple</b>, <b>Roblox</b>, and <b>Airbnb</b> are operating excellent businesses that seem unstoppable. Their stocks are already trading at discounts after the sell-off. Investors should consider adding these three growth stocks if the market crash gains further momentum. Here&#39;s why.</p><h2>Apple has decades of proven innovation</h2><p>Apple&#39;s business is centered around a unique capability to deliver innovative consumer technology products that drive billions in sales -- starting with the Mac computer, iPod, iPhone, iPad, Apple Watch, AirPods, and more. What&#39;s important for investors is that it has repeatedly proven that it can innovate. That makes it likely it can sustain robust revenue and profitability for the long term.</p><p><img src=\"https://static.tigerbbs.com/523eaf174c476968a742653715092c34\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>AAPL PE Ratio data by YCharts</p><p>From 2019 to 2021, Apple&#39;s sales bounced from $260 billion to $366 billion while growing earnings per share from $2.97 to $5.61. Apple is trading at a price-to-earnings ratio of 22 and a price-to-free-cash-flow (P/FCF) multiple of 21.</p><h2>Roblox is a pioneer of the metaverse</h2><p>Roblox operates a platform where players can virtually interact with each other and the environment -- in other words, a metaverse. It has grown to boast 53.1 million monthly active users as of April, a 23% increase over the prior year. It&#39;s free to join and use, for the most part. Roblox makes money by selling Robux, an in-game currency required for premium items.</p><p><img src=\"https://static.tigerbbs.com/41dba3bfc24e0008f46b2d5f11c3d729\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>RBLX Cash from Operations (Annual) data by YCharts</p><p>Roblox has chosen to outsource those creations, a business model that has helped it deliver robust cash flows for the last two years. Roblox thrived at the pandemic&#39;s onset, when millions of kids -- its most popular cohort -- were spending more time at home. Economic reopening is creating headwinds for Roblox, which, in addition to the growth stock sell-off, has caused its stock to crater. Selling at a P/FCF multiple of 31, it&#39;s nearly the cheapest it&#39;s ever been.</p><h2>Airbnb offers travelers more options</h2><p>Like Roblox, Airbnb runs an asset-light business model that has been helpful to its ability to generate free cash flow. Instead of building, owning, and operating the listings on its platform, Airbnb induces others to list rentals. Airbnb takes a percentage of the booking value of each transaction on its website.</p><p>Additionally, by letting hosts list properties on the platform, Airbnb sources a unique set of properties unavailable from traditional hotels. This means that on Airbnb, travelers can book a room inside an apartment or an entire home, depending on their needs for the particular stay. Revenue exploded by 77% for Airbnb in 2021, highlighting that it is gaining favor with travelers.</p><p><img src=\"https://static.tigerbbs.com/31c12d6f879a7c7be09c0774ae36e3fc\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>ABNB Cash from Operations (Annual) data by YCharts</p><p>Also like Roblox, Airbnb is trading near its lowest P/FCF multiple at 25.</p><h2>Robust growth at an excellent price</h2><p>Each of the three stocks mentioned above has delivered excellent growth, indicating continued expansion in future years. Fortunately or unfortunately, depending on your perspective as a shareholder or potential investor, the growth stock sell-off has these businesses trading at substantial discounts to where they were only months ago.</p><p>They could become even better values if a further crash pushes prices still lower. Investors should put Apple, Roblox, and Airbnb on their watch lists and consider adding them to their portfolios in the event of a continued market slide.</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 Unstoppable Growth Stocks to Buy in the  Stock Market Sell-Off</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 Unstoppable Growth Stocks to Buy in the  Stock Market Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.Despite how the market feels ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","RBLX":"Roblox Corporation","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242669765","content_text":"Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.Despite how the market feels about growth stocks, Apple, Roblox, and Airbnb are operating excellent businesses that seem unstoppable. Their stocks are already trading at discounts after the sell-off. Investors should consider adding these three growth stocks if the market crash gains further momentum. Here's why.Apple has decades of proven innovationApple's business is centered around a unique capability to deliver innovative consumer technology products that drive billions in sales -- starting with the Mac computer, iPod, iPhone, iPad, Apple Watch, AirPods, and more. What's important for investors is that it has repeatedly proven that it can innovate. That makes it likely it can sustain robust revenue and profitability for the long term.AAPL PE Ratio data by YChartsFrom 2019 to 2021, Apple's sales bounced from $260 billion to $366 billion while growing earnings per share from $2.97 to $5.61. Apple is trading at a price-to-earnings ratio of 22 and a price-to-free-cash-flow (P/FCF) multiple of 21.Roblox is a pioneer of the metaverseRoblox operates a platform where players can virtually interact with each other and the environment -- in other words, a metaverse. It has grown to boast 53.1 million monthly active users as of April, a 23% increase over the prior year. It's free to join and use, for the most part. Roblox makes money by selling Robux, an in-game currency required for premium items.RBLX Cash from Operations (Annual) data by YChartsRoblox has chosen to outsource those creations, a business model that has helped it deliver robust cash flows for the last two years. Roblox thrived at the pandemic's onset, when millions of kids -- its most popular cohort -- were spending more time at home. Economic reopening is creating headwinds for Roblox, which, in addition to the growth stock sell-off, has caused its stock to crater. Selling at a P/FCF multiple of 31, it's nearly the cheapest it's ever been.Airbnb offers travelers more optionsLike Roblox, Airbnb runs an asset-light business model that has been helpful to its ability to generate free cash flow. Instead of building, owning, and operating the listings on its platform, Airbnb induces others to list rentals. Airbnb takes a percentage of the booking value of each transaction on its website.Additionally, by letting hosts list properties on the platform, Airbnb sources a unique set of properties unavailable from traditional hotels. This means that on Airbnb, travelers can book a room inside an apartment or an entire home, depending on their needs for the particular stay. Revenue exploded by 77% for Airbnb in 2021, highlighting that it is gaining favor with travelers.ABNB Cash from Operations (Annual) data by YChartsAlso like Roblox, Airbnb is trading near its lowest P/FCF multiple at 25.Robust growth at an excellent priceEach of the three stocks mentioned above has delivered excellent growth, indicating continued expansion in future years. Fortunately or unfortunately, depending on your perspective as a shareholder or potential investor, the growth stock sell-off has these businesses trading at substantial discounts to where they were only months ago.They could become even better values if a further crash pushes prices still lower. Investors should put Apple, Roblox, and Airbnb on their watch lists and consider adding them to their portfolios in the event of a continued market slide.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4099632774864490","idStr":"4099632774864490"},"content":"Drop till what price??? You will never time the lowest.. start to invest bit by bit or else you might miss the train…","text":"Drop till what price??? You will never time the lowest.. start to invest bit by bit or else you might miss the train…","html":"Drop till what price??? You will never time the lowest.. start to invest bit by bit or else you might miss the train…"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036873019,"gmtCreate":1647049729959,"gmtModify":1676534191337,"author":{"id":"3582668988155006","authorId":"3582668988155006","name":"MengKeng","avatar":"https://static.tigerbbs.com/daf999525f61ba41d3c13b0ed728eb77","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582668988155006","idStr":"3582668988155006"},"themes":[],"htmlText":"good, it allows more people to buy now","listText":"good, it allows more people to buy now","text":"good, it allows more people to buy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036873019","repostId":"1152050246","repostType":4,"repost":{"id":"1152050246","kind":"news","pubTimestamp":1647000288,"share":"https://ttm.financial/m/news/1152050246?lang=&edition=fundamental","pubTime":"2022-03-11 20:04","market":"us","language":"en","title":"Amazon's 20-1 Stock Split Is Absolutely Bullish For Long-Term Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1152050246","media":"seekingalpha","summary":"SummaryAmazon just announced a 20-1 stock split and authorized $10 billion worth of share buybacks.A","content":"<html><head></head><body><ul><h2>Summary</h2><li>Amazon just announced a 20-1 stock split and authorized $10 billion worth of share buybacks.</li><li>As a shareholder of Amazon, I see this as bullish news and I am excited to see shares at a level that is enticing for retail investors.</li><li>Amazon operates in two segments that are projected to experience exceptional growth throughout the decade which could lead to Amazon becoming the first trillion-dollar company.</li></ul><p><img src=\"https://static.tigerbbs.com/2877296c9d5ae8fb2883ee13f43d3a2e\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Daria Nipot/iStock Editorial via Getty Images</p><p>It feels like decades since Amazon&#39;s (AMZN) stock split, and that&#39;s because it has. From 6/1/98 to 9/1/99, AMZN&#39;s shares split three times, with a 2-1 split on 9/1/99 being the last time AMZN&#39;s stock split.AMZNjust announced very bullish news, in my opinion, that current and future shareholders should be excited about. AMZN has announced a 20-1 stock split subject to shareholder approval on May 25thand replacing a previous share buyback program with a $10 billion buyback authorization. Many thought AMZN would have announced a split during the 2021 Q4 earnings call, especially since Alphabet(NASDAQ:GOOG)(GOOGL) announced that they would be splitting their stock. It&#39;s never too late, and shareholders just received a double dose of bullish news.</p><h2><b>A stock split doesn&#39;t make the company more valuable but it is bullish</b></h2><p>AMZNhas 508.8 million shares outstanding as of their last filing date. AMZN doesn&#39;t increase the value of its company by splitting their stock. Today shares closed at $2,785.58, placing their market cap at $1.42 trillion. If AMZN&#39;s 20-1 split was to occur tonight, there would be 10.18 billion shares outstanding trading for $139.8 per share, representing a $1.42 trillion market cap. This also isn&#39;t dilution as your shares would still represent the same percentage of equity in AMZN after the 20-1 split as they did prior to the split.</p><p>AMZN just announced the 20-1 split. AMZN&#39;s annual meeting will be held on May 25th, 2021, where the 20-1 split will be voted on. If the shareholder base votes yes and this motion passes, then shareholders of record at the close on May 27thwill be provided with 19 additional shares. If you own 1 share of AMZN, you will now have 20 shares, and if you own 10 shares, you will now have 200 shares. This will occur on or around June 3rd,and split-adjusted trading is expected to occur on June 6th.</p><p>There are different viewpoints on stock splits. Some people refer to Berkshire Hathaway (BRK.A)(NYSE:BRK.B)as an example of a stock that has never split and is now trading at $488,245 per share. The argument is that the market cap doesn&#39;t change during a stock split, and if a company is going to increase in price, it will just continue to increase. I can&#39;t argue this point because it&#39;s correct. If I have a large pizza with 8 slices and cut them into halves, I now have 16 slices, but it&#39;s the amount of pizza doesn&#39;t change.</p><p><img src=\"https://static.tigerbbs.com/ebfe365b34be107e166c6d98fa8faa7d\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>marketbusinessnews.com</p><p>I love stock splits and wish companies would split their shares more frequently. If you look back at the 1990&#39;s, it was the golden era of stock splits.AMZNsplit its shares 3 times,Intel Corp(INTC) split its shares 4 times in the 90s and once again in 2000,Cisco Systems(CSCO) split their shares 5 times in the 90s and again in 2000, andMicrosoft(MSFT) split their shares 4 times in the 90s.</p><p>There are several reasons why stock splits are welcomed by shareholders and looked at favorably even though the initial value of the companies doesn&#39;t change. Normally when a board of directors declares a stock split, it&#39;s taken as a vote of confidence that its companies share value will continue to increase, which is a bullish indication. AMZN&#39;s share price has reached a level where many investors can&#39;t buy shares as $3,000 for a single share is out of many investor&#39;s price ranges. Too many people look at the share price and not at percentages. A 50% gain is a 50% gain it doesn&#39;t matter if a stock is $30 and goes to $45 or $3,000 and it goes to $4,500. More people would be inclined to purchase 100 shares of a $30 stock because they can acquire more shares instead of buying 1 share of a $3,000 stock. By AMZN splitting its shares 20-1 it makes its shares attractive to retail investors and new investors. With a $140 price tag, volume will increase, which will also increase AMZN&#39;s liquidity in the market as more shares are being traded. Stock splits can also indicate a positive signal to rating agencies which could positively impact the share price.</p><p>I believe companies should split their shares, and Apple(NASDAQ:AAPL)is a perfect example. By AAPL continuously splitting its shares, it&#39;s made the stock affordable, and buying multiple shares of AAPL instead of 1 share of AMZN may have been more attractive to investors. I own shares in both companies, but from a value proposition, I like that AAPL continues to split its shares and, since 2014, has done a 7-1 split and a 4-1 split. By keeping the share price affordable, investors are able to gain single stock exposure to their favorite companies instead of only owning them through an index or total market fund. I also believe that when stocks are affordable, they will see increased volumes, which will ultimately help price appreciation in the future. TodayAMZNhad 4.13 million shares traded while AAPL had 91.45 million shares traded. I think the split will have long-term positive effects on AMZN&#39;s share price, and I am in favor of making shares affordable for the retail investor.</p><h2><b>Amazon replacing its current buyback program with a larger buyback authorization is bullish for shareholders</b></h2><p>As much as I love my dividends, buybacks are the best way for companies to reward their shareholders. In 2016 AMZN put a $5 billion share buyback program in place and had purchased $2.12 billion of shares from this allotment. The board has now authorized a repurchase of up to $10 billion and will elect to purchase shares opportunistically. Buybacks are great for two reasons. First, they increase your equity position, and second, they increase how much revenue and earnings per share your shares represent.</p><p>If you own 10 shares of a company that has 100 shares, you&#39;re a 10% owner. If the company buys back 20 shares, there are now 80 shares outstanding. You&#39;re 10 shares now represent 12.5% of the equity in the company. Buybacks are extremely bullish because they make your shares more valuable as you own more equity in the company and your shares carry more weight when it comes to voting. From a financial metrics perspective, if the company was generating $500 in sales and $200 in earnings, your shares prior to the buyback would have accounted for $5 of revenue per share and $2 of earnings per share. After the buyback, since there are 80 shares instead of 100, each share would account for $6.25 in revenue per share and $2.50 in earnings per share. Buybacks can help companies manufacture earnings to a degree because, in addition to growing their corporate earnings organically, buybacks can add an additional boost and help widen the margin of an earnings beat.</p><p>Buybacks are also the most significant bullish indicator in my opinion, because it&#39;s a sign that the company believes shares are undervalued and represent a good investment. Corporations have several options when they look at allocating free cash flow (FCF). FCF can be used to pay down debt, make acquisitions, pay a dividend, or buy back shares. This is a signal that AMZN feels this $10 billion would be better invested in buying back shares than paying down its debt, allocating it toward an acquisition, or making a strategic investment. AMZN&#39;s management clearly sees value in its shares.</p><p><img src=\"https://static.tigerbbs.com/01461d1be8f4f1af46b331ca7a735e71\" tg-width=\"640\" tg-height=\"452\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon</p><h2><b>Regardless of Amazon&#39;s stock split and buyback I still believe it&#39;s a great investment as Amazon will probably be the first trillion-dollar revenue company</b></h2><p>AMZN operates in two of the quickest growing sectors, Cloud infrastructure services, and e-Commerce. While these sectors aren&#39;t new, their future growth has a long runway ahead of them. For the first time worldwide, cloud infrastructure services expendituresexceeded $50 billionin a single quarter in Q4 of 2021. The new spending record in Q4 2021 reached $53.5 billion, growing YoY by $13.6 billion (34%). In 2021, the total cloud infrastructure services spend increased by $49.7 billion to $191.7 billion globally. While Q4 set records and grew 34% YoY, cloud infrastructure services expenditures grew 35% YoY. The globalcloud computing marketis expected to reach USD 1,554.94 billion by 2030, registering a CAGR of 15.7%, according to a new study conducted by Grand View Research, Inc. In Q4 2021, AMZN&#39;s AWS captured 33% of the global cloud infrastructure spend.</p><p><img src=\"https://static.tigerbbs.com/ec8362a1ab9553ffc6575b61a0226d6a\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Canalys</p><p>Over the past 4 fiscal years, AWS has grown by 256.3%, adding $44.74 billion in revenue to this business segment. In 2018 AWS generated an additional $8.24 billion in revenue and grew at a 47.2% YoY rate. AWS is still growing at large multiples three years later as AMZN delivered $23.39 billion in additional revenue at a 37.01% growth rate YoY. AWS has the potential to become a $100 billion business segment in 2024 if it just grows at a 20% YoY growth rate. Over the next 8 years, the worldwide cloud infrastructure spend is expected to increase to $1.55 trillion. AMZN currently has 33% of this market. If AMZN can maintain 20% of the market during its expansion AWS would be a $310.99 billion revenue segment in 2030. If AWS maintains its 33% market penetration, it will become a $513.13 billion revenue segment which would be $43.31 billion more revenue than the entire company generated in 2021.</p><p>In 2022,e-commerceis expected to break the 20% barrier of total retail sales for the first time. In 2024, e-commerce is expected to only generate 22.5% of total retail sales. Over the next 4 years, e-commerce is expected to grow by $2.35 trillion or 49.67%. In 2022, e-commerce is projected to grow by $604 billion or 12.23%, then by $609 billion in 2023 (10.99%), $616 billion (10.1%) in 2024 and by another $624 billion (9.22%) in 2025. It&#39;s not just e-commerce that will grow. Retail sales, in general, will grow from $26.03 trillion to $31.27 trillion over the next 4 years as well. In 2021AMZN&#39;sNorth American sales revenue increased by $43.53 billion YoY as it generated $279.83 billion. Internationally, AMZN&#39;s revenue grew $23.39 billion as it generated $127.79 billion.</p><p><img src=\"https://static.tigerbbs.com/e411aa5e5971e498d68d30cef9294b35\" tg-width=\"640\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon</p><p><img src=\"https://static.tigerbbs.com/0b8cd9962214772a2dfecc4c77381035\" tg-width=\"547\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>insiderintelligence.com</p><p>By 2025 e-commerce sales are expected to increase by $2.35 trillion or 49.67%. AMZN continues to see increased growth YoY, and this isn&#39;t projected to stop. If AMZN can grab 10% of the growth, it would be an additional $235 billion of annual revenue. The scary part is that e-commerce isn&#39;t expected to break 1/4thof total retail sales in 2025, which leaves much organic growth well into the future.</p><h2><b>Conclusion</b></h2><p>AMZN dominates two of the fastest-growing sectors and is projected to continue its future growth. I see a path to AMZN becoming the first trillion-dollar revenue company. The news about AMZN&#39;s share split of 20-1 and $10 billion buyback makes me even more bullish than I was after Q4 2021 earnings. Splitting the shares will make shares more attractive for retail investors, increase volumes and add liquidity to shares of AMZN. The buyback signals bullishness from management as they see value in the current levels at which AMZN trades. As a shareholder, I am excited about the news and believe that this may be the firepower needed to have AMZN breakout sometime in 2022 out of its consolidating phase.</p></body></html>","source":"lsy1638401102509","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's 20-1 Stock Split Is Absolutely Bullish For Long-Term Investors</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's 20-1 Stock Split Is Absolutely Bullish For Long-Term Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 20:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4494309-amazons-stock-split-bullish-long-term-investors><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon just announced a 20-1 stock split and authorized $10 billion worth of share buybacks.As a shareholder of Amazon, I see this as bullish news and I am excited to see shares at a level that...</p>\n\n<a href=\"https://seekingalpha.com/article/4494309-amazons-stock-split-bullish-long-term-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4494309-amazons-stock-split-bullish-long-term-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152050246","content_text":"SummaryAmazon just announced a 20-1 stock split and authorized $10 billion worth of share buybacks.As a shareholder of Amazon, I see this as bullish news and I am excited to see shares at a level that is enticing for retail investors.Amazon operates in two segments that are projected to experience exceptional growth throughout the decade which could lead to Amazon becoming the first trillion-dollar company.Daria Nipot/iStock Editorial via Getty ImagesIt feels like decades since Amazon's (AMZN) stock split, and that's because it has. From 6/1/98 to 9/1/99, AMZN's shares split three times, with a 2-1 split on 9/1/99 being the last time AMZN's stock split.AMZNjust announced very bullish news, in my opinion, that current and future shareholders should be excited about. AMZN has announced a 20-1 stock split subject to shareholder approval on May 25thand replacing a previous share buyback program with a $10 billion buyback authorization. Many thought AMZN would have announced a split during the 2021 Q4 earnings call, especially since Alphabet(NASDAQ:GOOG)(GOOGL) announced that they would be splitting their stock. It's never too late, and shareholders just received a double dose of bullish news.A stock split doesn't make the company more valuable but it is bullishAMZNhas 508.8 million shares outstanding as of their last filing date. AMZN doesn't increase the value of its company by splitting their stock. Today shares closed at $2,785.58, placing their market cap at $1.42 trillion. If AMZN's 20-1 split was to occur tonight, there would be 10.18 billion shares outstanding trading for $139.8 per share, representing a $1.42 trillion market cap. This also isn't dilution as your shares would still represent the same percentage of equity in AMZN after the 20-1 split as they did prior to the split.AMZN just announced the 20-1 split. AMZN's annual meeting will be held on May 25th, 2021, where the 20-1 split will be voted on. If the shareholder base votes yes and this motion passes, then shareholders of record at the close on May 27thwill be provided with 19 additional shares. If you own 1 share of AMZN, you will now have 20 shares, and if you own 10 shares, you will now have 200 shares. This will occur on or around June 3rd,and split-adjusted trading is expected to occur on June 6th.There are different viewpoints on stock splits. Some people refer to Berkshire Hathaway (BRK.A)(NYSE:BRK.B)as an example of a stock that has never split and is now trading at $488,245 per share. The argument is that the market cap doesn't change during a stock split, and if a company is going to increase in price, it will just continue to increase. I can't argue this point because it's correct. If I have a large pizza with 8 slices and cut them into halves, I now have 16 slices, but it's the amount of pizza doesn't change.marketbusinessnews.comI love stock splits and wish companies would split their shares more frequently. If you look back at the 1990's, it was the golden era of stock splits.AMZNsplit its shares 3 times,Intel Corp(INTC) split its shares 4 times in the 90s and once again in 2000,Cisco Systems(CSCO) split their shares 5 times in the 90s and again in 2000, andMicrosoft(MSFT) split their shares 4 times in the 90s.There are several reasons why stock splits are welcomed by shareholders and looked at favorably even though the initial value of the companies doesn't change. Normally when a board of directors declares a stock split, it's taken as a vote of confidence that its companies share value will continue to increase, which is a bullish indication. AMZN's share price has reached a level where many investors can't buy shares as $3,000 for a single share is out of many investor's price ranges. Too many people look at the share price and not at percentages. A 50% gain is a 50% gain it doesn't matter if a stock is $30 and goes to $45 or $3,000 and it goes to $4,500. More people would be inclined to purchase 100 shares of a $30 stock because they can acquire more shares instead of buying 1 share of a $3,000 stock. By AMZN splitting its shares 20-1 it makes its shares attractive to retail investors and new investors. With a $140 price tag, volume will increase, which will also increase AMZN's liquidity in the market as more shares are being traded. Stock splits can also indicate a positive signal to rating agencies which could positively impact the share price.I believe companies should split their shares, and Apple(NASDAQ:AAPL)is a perfect example. By AAPL continuously splitting its shares, it's made the stock affordable, and buying multiple shares of AAPL instead of 1 share of AMZN may have been more attractive to investors. I own shares in both companies, but from a value proposition, I like that AAPL continues to split its shares and, since 2014, has done a 7-1 split and a 4-1 split. By keeping the share price affordable, investors are able to gain single stock exposure to their favorite companies instead of only owning them through an index or total market fund. I also believe that when stocks are affordable, they will see increased volumes, which will ultimately help price appreciation in the future. TodayAMZNhad 4.13 million shares traded while AAPL had 91.45 million shares traded. I think the split will have long-term positive effects on AMZN's share price, and I am in favor of making shares affordable for the retail investor.Amazon replacing its current buyback program with a larger buyback authorization is bullish for shareholdersAs much as I love my dividends, buybacks are the best way for companies to reward their shareholders. In 2016 AMZN put a $5 billion share buyback program in place and had purchased $2.12 billion of shares from this allotment. The board has now authorized a repurchase of up to $10 billion and will elect to purchase shares opportunistically. Buybacks are great for two reasons. First, they increase your equity position, and second, they increase how much revenue and earnings per share your shares represent.If you own 10 shares of a company that has 100 shares, you're a 10% owner. If the company buys back 20 shares, there are now 80 shares outstanding. You're 10 shares now represent 12.5% of the equity in the company. Buybacks are extremely bullish because they make your shares more valuable as you own more equity in the company and your shares carry more weight when it comes to voting. From a financial metrics perspective, if the company was generating $500 in sales and $200 in earnings, your shares prior to the buyback would have accounted for $5 of revenue per share and $2 of earnings per share. After the buyback, since there are 80 shares instead of 100, each share would account for $6.25 in revenue per share and $2.50 in earnings per share. Buybacks can help companies manufacture earnings to a degree because, in addition to growing their corporate earnings organically, buybacks can add an additional boost and help widen the margin of an earnings beat.Buybacks are also the most significant bullish indicator in my opinion, because it's a sign that the company believes shares are undervalued and represent a good investment. Corporations have several options when they look at allocating free cash flow (FCF). FCF can be used to pay down debt, make acquisitions, pay a dividend, or buy back shares. This is a signal that AMZN feels this $10 billion would be better invested in buying back shares than paying down its debt, allocating it toward an acquisition, or making a strategic investment. AMZN's management clearly sees value in its shares.AmazonRegardless of Amazon's stock split and buyback I still believe it's a great investment as Amazon will probably be the first trillion-dollar revenue companyAMZN operates in two of the quickest growing sectors, Cloud infrastructure services, and e-Commerce. While these sectors aren't new, their future growth has a long runway ahead of them. For the first time worldwide, cloud infrastructure services expendituresexceeded $50 billionin a single quarter in Q4 of 2021. The new spending record in Q4 2021 reached $53.5 billion, growing YoY by $13.6 billion (34%). In 2021, the total cloud infrastructure services spend increased by $49.7 billion to $191.7 billion globally. While Q4 set records and grew 34% YoY, cloud infrastructure services expenditures grew 35% YoY. The globalcloud computing marketis expected to reach USD 1,554.94 billion by 2030, registering a CAGR of 15.7%, according to a new study conducted by Grand View Research, Inc. In Q4 2021, AMZN's AWS captured 33% of the global cloud infrastructure spend.CanalysOver the past 4 fiscal years, AWS has grown by 256.3%, adding $44.74 billion in revenue to this business segment. In 2018 AWS generated an additional $8.24 billion in revenue and grew at a 47.2% YoY rate. AWS is still growing at large multiples three years later as AMZN delivered $23.39 billion in additional revenue at a 37.01% growth rate YoY. AWS has the potential to become a $100 billion business segment in 2024 if it just grows at a 20% YoY growth rate. Over the next 8 years, the worldwide cloud infrastructure spend is expected to increase to $1.55 trillion. AMZN currently has 33% of this market. If AMZN can maintain 20% of the market during its expansion AWS would be a $310.99 billion revenue segment in 2030. If AWS maintains its 33% market penetration, it will become a $513.13 billion revenue segment which would be $43.31 billion more revenue than the entire company generated in 2021.In 2022,e-commerceis expected to break the 20% barrier of total retail sales for the first time. In 2024, e-commerce is expected to only generate 22.5% of total retail sales. Over the next 4 years, e-commerce is expected to grow by $2.35 trillion or 49.67%. In 2022, e-commerce is projected to grow by $604 billion or 12.23%, then by $609 billion in 2023 (10.99%), $616 billion (10.1%) in 2024 and by another $624 billion (9.22%) in 2025. It's not just e-commerce that will grow. Retail sales, in general, will grow from $26.03 trillion to $31.27 trillion over the next 4 years as well. In 2021AMZN'sNorth American sales revenue increased by $43.53 billion YoY as it generated $279.83 billion. Internationally, AMZN's revenue grew $23.39 billion as it generated $127.79 billion.Amazoninsiderintelligence.comBy 2025 e-commerce sales are expected to increase by $2.35 trillion or 49.67%. AMZN continues to see increased growth YoY, and this isn't projected to stop. If AMZN can grab 10% of the growth, it would be an additional $235 billion of annual revenue. The scary part is that e-commerce isn't expected to break 1/4thof total retail sales in 2025, which leaves much organic growth well into the future.ConclusionAMZN dominates two of the fastest-growing sectors and is projected to continue its future growth. I see a path to AMZN becoming the first trillion-dollar revenue company. The news about AMZN's share split of 20-1 and $10 billion buyback makes me even more bullish than I was after Q4 2021 earnings. Splitting the shares will make shares more attractive for retail investors, increase volumes and add liquidity to shares of AMZN. The buyback signals bullishness from management as they see value in the current levels at which AMZN trades. As a shareholder, I am excited about the news and believe that this may be the firepower needed to have AMZN breakout sometime in 2022 out of its consolidating phase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}