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Joanneling

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2021-07-05

Nice [Happy]

Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus

2021-06-12

Food for thought. Better to act late than never.

Is inflation eating up all the interest you're earning on 10-year Treasury notes?

2021-06-08

Interesting!

Sorry, the original content has been removed

2021-06-08

This is insightful

Netflix No Longer Fits in FAANG, But Here’s Who Does

2021-06-04

$Tiger Brokers(TIGR)$this makes my day!!

2021-05-27

Ohh dear should have bought it last week!

Sorry, the original content has been removed

2021-05-19

I like this milk! Can’t wait to see the growth on this space. Like and comment please.

Oat Milk Company Oatly to IPO -- Here's What Investors Need to Know

2021-05-12

I hope that’s not the case [Cry]

Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks

2021-05-12

Is it time to buy?

Tesla’s China sales tumble 27% in April from March

2021-05-11

[Happy]

Most of China tech stocks fell, while JPMorgan says they are in a ‘good buying spot’

Go to Tiger App to see more news

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Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as P","content":"<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?</p>\n<p>E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.</p>\n<p>The shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.</p>\n<p>Best E-Commerce Stocks To Watch</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ: ETSY)</li>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b>(NASDAQ: EBAY)</li>\n <li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding Ltd</b>(NYSE: BABA)</li>\n <li><b>Chewy Inc</b>(NYSE: CHWY)</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</p>\n<p>Let us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and <a href=\"https://laohu8.com/S/PEGI\">Pattern</a> by Etsy. ETSY stock has risen by over 80% over the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/4998810533317bc7562c92dbf9801556\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>On Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.</p>\n<p>Etsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?</p>\n<p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc</p>\n<p>Next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the industry leaders of e-commerce, <a href=\"https://laohu8.com/S/EBAYL\">eBay</a>. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.</p>\n<p><img src=\"https://static.tigerbbs.com/3225891cc70ad7e916ca99aa07101ba2\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.</p>\n<p>eBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?</p>\n<p><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd</p>\n<p>Coming up next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest e-commerce companies in the world, <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and <a href=\"https://laohu8.com/S/09988\">Alibaba</a>.com boast hundreds of millions of users and host millions of merchants and businesses.</p>\n<p><img src=\"https://static.tigerbbs.com/fd0bf902b6908baca1ebc71478c54967\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>Fundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in <a href=\"https://laohu8.com/S/CAAS\">China</a> which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.</p>\n<p>That said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?</p>\n<p>Chewy Inc</p>\n<p>Last on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/15d6c920416f733d0edf62d1148a8061\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>In June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.</p>\n<p>Furthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?</p>","source":"lsy1603171495471","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>Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus</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\">\nBest E-Commerce Stocks To Buy In July 2021? 4 Names In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?\nE-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EBAY":"eBay","BABA":"阿里巴巴","CHWY":"Chewy, Inc.","ETSY":"Etsy, Inc."},"source_url":"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170100655","content_text":"Could These Be The Top E-Commerce Stocks To Watch Right Now?\nE-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.\nThe shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.\nBest E-Commerce Stocks To Watch\n\nEtsy Inc(NASDAQ: ETSY)\neBay Inc(NASDAQ: EBAY)\nAlibaba Group Holding Ltd(NYSE: BABA)\nChewy Inc(NYSE: CHWY)\n\nEtsy Inc\nLet us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and Pattern by Etsy. ETSY stock has risen by over 80% over the past year.\n\nOn Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.\nEtsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?\neBay Inc\nNext, we have one of the industry leaders of e-commerce, eBay. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the eBay suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been one of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.\n\nJust last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.\neBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?\nAlibaba Group Holding Ltd\nComing up next, we have one of the largest e-commerce companies in the world, Alibaba. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and Alibaba.com boast hundreds of millions of users and host millions of merchants and businesses.\n\nFundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in China which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.\nThat said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?\nChewy Inc\nLast on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.\n\nIn June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.\nFurthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186039876,"gmtCreate":1623464571795,"gmtModify":1704204349968,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Food for thought. Better to act late than never.&nbsp;","listText":"Food for thought. Better to act late than never.&nbsp;","text":"Food for thought. Better to act late than never.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186039876","repostId":"2142520474","repostType":4,"repost":{"id":"2142520474","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":1623452760,"share":"https://ttm.financial/m/news/2142520474?lang=&edition=fundamental","pubTime":"2021-06-12 07:06","market":"hk","language":"en","title":"Is inflation eating up all the interest you're earning on 10-year Treasury notes?","url":"https://stock-news.laohu8.com/highlight/detail?id=2142520474","media":"Dow Jones","summary":"'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterwei","content":"<blockquote>\n 'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n</blockquote>\n<p>Investors may appear to be shrugging off inflation, but concerns persist.</p>\n<p>The 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.</p>\n<p>\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"</p>\n<p>Fixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.</p>\n<p>\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"</p>\n<p>The decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.</p>\n<p>Vataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.</p>\n<p>Investors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.</p>\n<p>\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.</p>\n<p>Still, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"</p>\n<p>But Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.</p>\n<p>\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"</p>\n<p>Gaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.</p>\n<p>Gaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.</p>\n<p>Gaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.</p>\n<p>\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.</p>\n<p>\"They almost have to say that it is transitory to kind of keep this going,\" he said.</p>\n<p>Meanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.</p>\n<p>\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.</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>Is inflation eating up all the interest you're earning on 10-year Treasury notes?</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 inflation eating up all the interest you're earning on 10-year Treasury notes?\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\">2021-06-12 07:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n</blockquote>\n<p>Investors may appear to be shrugging off inflation, but concerns persist.</p>\n<p>The 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.</p>\n<p>\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"</p>\n<p>Fixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.</p>\n<p>\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"</p>\n<p>The decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.</p>\n<p>Vataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.</p>\n<p>Investors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.</p>\n<p>\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.</p>\n<p>Still, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"</p>\n<p>But Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.</p>\n<p>\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"</p>\n<p>Gaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.</p>\n<p>Gaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.</p>\n<p>Gaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.</p>\n<p>\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.</p>\n<p>\"They almost have to say that it is transitory to kind of keep this going,\" he said.</p>\n<p>Meanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.</p>\n<p>\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142520474","content_text":"'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n\nInvestors may appear to be shrugging off inflation, but concerns persist.\nThe 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.\n\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"\nFixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.\n\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"\nThe decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.\nVataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.\nInvestors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.\n\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.\nStill, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"\nBut Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.\n\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"\nGaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.\nGaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.\nGaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.\n\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.\n\"They almost have to say that it is transitory to kind of keep this going,\" he said.\nMeanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.\n\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180043195,"gmtCreate":1623165942617,"gmtModify":1704197571297,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Interesting!&nbsp;","listText":"Interesting!&nbsp;","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180043195","repostId":"2141264328","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117178024,"gmtCreate":1623126320068,"gmtModify":1704196618036,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"This is insightful&nbsp;","listText":"This is insightful&nbsp;","text":"This is insightful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117178024","repostId":"1132295574","repostType":4,"repost":{"id":"1132295574","kind":"news","pubTimestamp":1623122984,"share":"https://ttm.financial/m/news/1132295574?lang=&edition=fundamental","pubTime":"2021-06-08 11:29","market":"us","language":"en","title":"Netflix No Longer Fits in FAANG, But Here’s Who Does","url":"https://stock-news.laohu8.com/highlight/detail?id=1132295574","media":"The Street","summary":"With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in fav","content":"<blockquote><b>With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.</b></blockquote><p>Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later updated to FAANG, for companies supremely dominant in their respective markets and their stocks’ resulting proclivity for outperformance.</p><p>For the nascent streaming industry, Netflix’s&nbsp;(<b>NFLX</b>) -Get Report&nbsp;position was among the most secure in the shorthand slang for tech titans Facebook&nbsp;(<b>FB</b>) -Get Report&nbsp;in social media, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;in consumer devices, Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;in e-commerce and Alphabet&nbsp;(<b>GOOGL</b>) -Get Report&nbsp;in search.</p><p>However, as more and more players enter the streaming space, perhaps Netflix's dominance and therefore its place in Cramer’s coinage might be more tenuous.</p><p>Indeed, while the Los Gatos, California-based company still leads the pack in terms of subscriber share, the lead is shrinking. Per a recent report from Ampere Analysis, Netflix’s market share was cut by nearly one-third, from 29% to 20% of the total market, as competitors like Disney&nbsp;(<b>DIS</b>) -Get Report&nbsp;have challenged for the streaming crown and seriously damaged the company’s growth story.</p><p>“I think it’s been disconnected from the [rest of the FAANG] group for a while now given its business is extremely different from other members,” Joel Kulina, SVP of Equity Trading at Wedbush Securities said. “It's still a good proxy for large cap growth sentiment but that’s about it.”</p><p><b>Microsoft Moving In?</b></p><p>Given the shortcoming of Netflix in terms of fitting in with the rest of FAANG, debate has been kickstarted over a potential replacement.</p><p>While FAANG was built upon dominance in a particular industry by Cramer, each of the companies that encompass the acronym, save Netflix, have become diversified companies with benefits from multiple industries and strong network effects.</p><p>Apple’s pivot to services has been well-publicized and undergirded its long-term bull thesis; Alphabet has expanded very successfully into video through its acquisition of Youtube and rapidly grown its cloud business while it continues to make many bets in fields as disparate as video games and autonomous vehicles; Facebook has acquired to assert dominance in social media; and Amazon’s cloud dominance has overshadowed its retail beginnings to bolster all of its businesses.</p><p>Through these platforms that branch across numerous industries, each company has been able to benefit from mutualistic business models that cement their status as a dominant tech player. The same cannot be said for Netflix. In order to correct for this glaring dissimilarity, Microsoft&nbsp;(<b>MSFT</b>) -Get Report&nbsp;might be a perfect replacement.</p><p>While the Redmond, Washington-based company has long held a stranglehold on operating systems as its core business, its forays into gaming, advertising and especially cloud computing have taken the company to new heights. In fact, about one-third of the company’s overall revenue is now derived from its cloud business, building upon its longstanding dominance in software.</p><p>Indeed, as CEO Satya Nadella teases a major update to Windows operating systems at the company’s Build 2021 event in late May while signaling an intention to dive deeper than ever into cutting edge technology in cloud, the dominant and well-diversified company is clearly more similar to Facebook, Amazon, Apple and Google than Netflix’s decidedly concentrated business. Like those other companies, Microsoft is dominant in one area of the business while still growing rapidly in others.</p><p>Further, while Cramer did not envision the group as a valuation-based grouping, the staggering gap between Netflix and the rest of its FAANG peers is becoming only more notable. While Netflix sports a still healthy market cap of just over $200 billion, it pales in comparison to the market cap’s of the rest of the grouping, which range from just under $1 trillion in Facebook's case to in excess of $2 trillion for Apple.</p><p>In terms of market-moving ability, this leaves Netflix as somewhat of a laggard and therefore less useful for the grouping’s service as a market indicator.</p><p><b>Addition, Not Subtraction</b></p><p>Still, part of the ubiquity of the FAANG name is not entirely based upon its application to markets. A great degree of credit belongs to the catchiness of the name itself, meaning FAAMG or FAMGA might leave a great deal to be desired in terms of catching on.</p><p>As a result, Wedbush’s Kulina argues that Netflix need not be removed. Instead, he argues for the addition of both Microsoft and his chosen semiconductor stalwart Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;to result in the catchy FANGMAN.</p><p>“Many have tried to include Microsoft in with others but it doesn’t roll off the tongue as easily,” he commented. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large cap growth names across various pockets of tech.”</p><p>Certainly Nvidia would also fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.</p><p>In terms of diversifying, CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.</p><p>While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group.</p><p>As such, Netflix may not need to be removed from FAANG as it still clings to a lead in streaming amidst the wave of entrants to the industry, but it may need to at least move into a slightly more crowded market mnemonic.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix No Longer Fits in FAANG, But Here’s Who Does</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix No Longer Fits in FAANG, But Here’s Who Does\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later ...</p>\n\n<a href=\"https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","NFLX":"奈飞"},"source_url":"https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132295574","content_text":"With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later updated to FAANG, for companies supremely dominant in their respective markets and their stocks’ resulting proclivity for outperformance.For the nascent streaming industry, Netflix’s (NFLX) -Get Report position was among the most secure in the shorthand slang for tech titans Facebook (FB) -Get Report in social media, Apple (AAPL) -Get Report in consumer devices, Amazon (AMZN) -Get Report in e-commerce and Alphabet (GOOGL) -Get Report in search.However, as more and more players enter the streaming space, perhaps Netflix's dominance and therefore its place in Cramer’s coinage might be more tenuous.Indeed, while the Los Gatos, California-based company still leads the pack in terms of subscriber share, the lead is shrinking. Per a recent report from Ampere Analysis, Netflix’s market share was cut by nearly one-third, from 29% to 20% of the total market, as competitors like Disney (DIS) -Get Report have challenged for the streaming crown and seriously damaged the company’s growth story.“I think it’s been disconnected from the [rest of the FAANG] group for a while now given its business is extremely different from other members,” Joel Kulina, SVP of Equity Trading at Wedbush Securities said. “It's still a good proxy for large cap growth sentiment but that’s about it.”Microsoft Moving In?Given the shortcoming of Netflix in terms of fitting in with the rest of FAANG, debate has been kickstarted over a potential replacement.While FAANG was built upon dominance in a particular industry by Cramer, each of the companies that encompass the acronym, save Netflix, have become diversified companies with benefits from multiple industries and strong network effects.Apple’s pivot to services has been well-publicized and undergirded its long-term bull thesis; Alphabet has expanded very successfully into video through its acquisition of Youtube and rapidly grown its cloud business while it continues to make many bets in fields as disparate as video games and autonomous vehicles; Facebook has acquired to assert dominance in social media; and Amazon’s cloud dominance has overshadowed its retail beginnings to bolster all of its businesses.Through these platforms that branch across numerous industries, each company has been able to benefit from mutualistic business models that cement their status as a dominant tech player. The same cannot be said for Netflix. In order to correct for this glaring dissimilarity, Microsoft (MSFT) -Get Report might be a perfect replacement.While the Redmond, Washington-based company has long held a stranglehold on operating systems as its core business, its forays into gaming, advertising and especially cloud computing have taken the company to new heights. In fact, about one-third of the company’s overall revenue is now derived from its cloud business, building upon its longstanding dominance in software.Indeed, as CEO Satya Nadella teases a major update to Windows operating systems at the company’s Build 2021 event in late May while signaling an intention to dive deeper than ever into cutting edge technology in cloud, the dominant and well-diversified company is clearly more similar to Facebook, Amazon, Apple and Google than Netflix’s decidedly concentrated business. Like those other companies, Microsoft is dominant in one area of the business while still growing rapidly in others.Further, while Cramer did not envision the group as a valuation-based grouping, the staggering gap between Netflix and the rest of its FAANG peers is becoming only more notable. While Netflix sports a still healthy market cap of just over $200 billion, it pales in comparison to the market cap’s of the rest of the grouping, which range from just under $1 trillion in Facebook's case to in excess of $2 trillion for Apple.In terms of market-moving ability, this leaves Netflix as somewhat of a laggard and therefore less useful for the grouping’s service as a market indicator.Addition, Not SubtractionStill, part of the ubiquity of the FAANG name is not entirely based upon its application to markets. A great degree of credit belongs to the catchiness of the name itself, meaning FAAMG or FAMGA might leave a great deal to be desired in terms of catching on.As a result, Wedbush’s Kulina argues that Netflix need not be removed. Instead, he argues for the addition of both Microsoft and his chosen semiconductor stalwart Nvidia (NVDA) -Get Report to result in the catchy FANGMAN.“Many have tried to include Microsoft in with others but it doesn’t roll off the tongue as easily,” he commented. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large cap growth names across various pockets of tech.”Certainly Nvidia would also fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.In terms of diversifying, CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group.As such, Netflix may not need to be removed from FAANG as it still clings to a lead in streaming amidst the wave of entrants to the industry, but it may need to at least move into a slightly more crowded market mnemonic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116731375,"gmtCreate":1622818380097,"gmtModify":1704191880852,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>this makes my day!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>this makes my day!!&nbsp;","text":"$Tiger Brokers(TIGR)$this makes my day!!","images":[{"img":"https://static.tigerbbs.com/4d0e447f27168d02a451e414d2934e2c","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116731375","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":135057929,"gmtCreate":1622123691361,"gmtModify":1704179901593,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Ohh dear should have bought it last week!&nbsp;","listText":"Ohh dear should have bought it last week!&nbsp;","text":"Ohh dear should have bought it last week!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135057929","repostId":"1188393893","repostType":4,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197302189,"gmtCreate":1621425465941,"gmtModify":1704357404169,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"I like this milk! Can’t wait to see the growth on this space. Like and comment please.&nbsp;","listText":"I like this milk! Can’t wait to see the growth on this space. Like and comment please.&nbsp;","text":"I like this milk! Can’t wait to see the growth on this space. Like and comment please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197302189","repostId":"1126891253","repostType":4,"repost":{"id":"1126891253","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621404438,"share":"https://ttm.financial/m/news/1126891253?lang=&edition=fundamental","pubTime":"2021-05-19 14:07","market":"us","language":"en","title":"Oat Milk Company Oatly to IPO -- Here's What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1126891253","media":"Tiger Newspress","summary":"The largest oat milk company in the world, Oatly, could be going public this weekon Thursday.The Swedish firm is know for its dairy-alternative products made from oats. The items range from basic oat milk, to even ice cream and yogurt made from oat milk. According to its website, Oatly’s goal is “to make it easy for people to turn what they eat and drink into personal moments of healthy joy without recklessly taxing the planet’s resources in the process.”Oatly confidentially filed for its IPO ba","content":"<p>The largest oat milk company in the world, Oatly, could be going public this weekon Thursday.</p><p>The Swedish firm is know for its dairy-alternative products made from oats. The items range from basic oat milk, to even ice cream and yogurt made from oat milk. According to its website, Oatly’s goal is “to make it easy for people to turn what they eat and drink into personal moments of healthy joy without recklessly taxing the planet’s resources in the process.”</p><p>Oatly confidentially filed for its IPO back in February, then officiallyset terms of the move last week. According to multiple outlets, Oatly will offer about 84.4 million American depositary shares (ADS) at between $15 and $17 per share. In total, the Oatly IPO could reach a $10.1 billion valuation, and the firm hopes to raise $1.1 billion.</p><p>Additionally, Oatly plans to trade on the Nasdaq exchange under the ticker “OTLY” and had nine lead underwriters for its IPO.</p><p><b>The majority shareholder</b></p><p>Oatly was founded in 1994 by Rickard Oste, a professor of food chemistry and nutrition in Sweden, and his brother Bjorn Oste. Working in Malmo, Sweden, they developed a way of processing a slurry of oats and water with enzymes to produce natural sweetness and a milk-like taste and consistency.</p><p>Oatly’s image benefited from a roster of celebrity investors, including Oprah Winfrey, Natalie Portman, Jay-Z’s Roc Nation company, and Howard Schultz, the former chief executive of Starbucks. All have some connection to the plant-based or healthy living movement.</p><p>The majority shareholder is a partnership between an entity owned by the Chinese government and Verlinvest, a Belgian firm that invests some of the wealth of the families that control the Anheuser-Busch InBev beer empire. Blackstone, the giant private equity firm, owns a little less than 8 percent in Oatly.</p><p>The company’s growth went into overdrive after Verlinvest bought a majority stake in 2016 via a joint venture with China Resources, a state-owned conglomerate with vast holdings in cement, power generation, coal mining, beer, retailing and many other industries. The new financing helped Oatly to expand in Europe and begin exporting to the United States and China, where many people cannot tolerate cow’s milk. China Resources’ involvement undoubtedly helped open doors in the Chinese market. Asia, primarily China, accounted for 18 percent of sales in the first quarter of 2021, and is growing at a rate of 450 percent a year, according to Oatly.</p><p>In Europe, there is growing alarm about Chinese investment in strategic industries like autos, batteries and robotics. The European Commission has begun erecting regulatory barriers to companies with financial links to the Chinese government. But so far no one has expressed fear that China will dominate the world’s supply of oat milk.</p><p>Just in case, Oatly’s prospectus gives it the option of listing in Hong Kong if the foreign ownership becomes a problem in the United States.</p><p><b>The Key Markets</b></p><p>Oat milk is part of a larger trend toward food that mimics animal products. So-called food tech companies like Beyond Meat have raised a little more than $18 billion in venture funding, according to PitchBook, which tracks the industry. Plant-based dairy, which in the United States includes brands like Ripple (made from peas) and Mooala (bananas), raised $640 million last year, more than double the amount raised a year earlier.</p><p>According to the Plant Based Foods Association and Good Foods Institute, plant-based-food sales reached $7 billion in 2020.</p><p>Consumer Insights data quoted in the prospectus says the plant-based milk category will grow 20% to 25% over the next three years.</p><p>Oatly is focused on its role in helping to transform the food industry in order to be better for the environment and meet the health needs of its customers. The company points out that substituting a cup of Oatly for a cup of cow’s milk reduces greenhouse gas emissions, land use and energy consumption.</p><p>Tastewise, which provides food and beverage data and intelligence, said in a December 2020 report that “plant-based everything” will be one of the top 10 U.S. trends for this year.</p><p>Oatly’s key markets are Sweden, Germany and the U.K., though its products were available in 60,000 retail stores and 32,200 coffee shops around the world as of December 31, 2020. Among the places where customers can find Oatly is Starbucks, where demand was so high there was a shortage soon after the coffee chain introduced beverages made with the item.</p><p>Oatly arrived in the U.S. in 2017. The company says it “focused on targeting coffee’s tastemakers, professional baristas at independent coffee shops” as a way to enter the market.”</p><p>By December 31, 2020, Oatly was in more than 7,500 retail shops and 10,000 coffee shops in the U.S. Revenue in 2020 totaled $100 million in the U.S.</p><p>Oatly can also be found in 11,000 coffee and tea shops in China, and at more than 6,000 retail and specialty shops across the country, including thousands of Starbucks locations.</p><p><b>Loss of Warning</b></p><p>In 2020, Oatly had revenue of $421.4 million, up from $204.0 million the year before. However, the company reported a loss of $60.4 million “reflecting our continued investment in production, brand awareness, new markets and product development,” the prospectus said.</p><p>Oatly is classified as an “emerging growth company,” which means it does not have to make the same disclosures required of bigger public companies. A business remains an emerging growth company until it reaches a number of milestones, including annual revenue of more than $1.07 billion.</p><p>Oatly warns that it has reported losses over the last “several” years and expects operating and capital expenses to rise “substantially.”</p><p>“Our expansion efforts may take longer or prove more expensive than we anticipate, particularly in light of the COVID-19 pandemic, and we may not succeed in increasing our revenue and margins sufficiently to offset the anticipated higher expenses,” the company said in its prospectus.</p><p>“We incur significant expenses in researching and developing our innovative products, building out our production and manufacturing facilities, obtaining and storing ingredients and other products and marketing the products we offer.”</p><p><b>The dairy market is highly competitive</b></p><p>Oatly acknowledged in its offering documents that it faces fierce competition, including from “multinational corporations with substantially greater resources and operations than us.”</p><p>That would include British consumer goods maker Unilever, which said last year that it aims to generate revenue of one billion euros, or $1.2 billion, by 2027 from plant-based substitutes for meat and dairy, for example Hellmann’s vegan mayonnaise or Ben &amp; Jerry’s dairy-free ice cream. Unilever has not announced plans for a milk substitute.</p><p>Some industry analysts argue that Oatly’s size gives it an edge over these giants, allowing it to be more innovative than a corporate behemoth. Food start-ups are “younger and faster,” said Patrick Müller-Sarmiento, head of the consumer goods and retail practice at Roland Berger, a German consulting firm.</p><p>The established food giants also have a tougher time than newcomers convincing consumers that they are sincere about saving the planet, an important part of the oat milk sales pitch.</p><p>Mr. Müller-Sarmiento, the former chief executive of Real, a German chain of big box stores, said meat and dairy alternatives are not having trouble competing with Big Food for precious retail shelf space. “Retailers are urgently looking for new products,” he said.</p><p>Time was when Nestlé or Unilever would have simply acquired Oatly, just as they have gobbled up hundreds of other brands. But they would have trouble justifying the audacious $10 billion price that Oatly has set as the benchmark for its stock offering.</p><p>Nestlé’s answer was to develop its own milk substitute, Wunda, which the company unveiled this month and plans to sell initially in France, Portugal and the Netherlands. Made from a variety of yellow peas, Wunda is higher in protein than oat milk. Some nutritionists have said that oat milk and other dairy alternatives are a poor substitute for cow’s milk because they don’t have nearly as much protein.</p><p>Stefan Palzer, the chief technology officer at Nestlé, took issue with those who say a big company can’t move as fast as a bunch of Swedish foodies. A young team at Nestlé developed Wunda in nine months, including three months of market testing in Britain, Mr. Palzer said in an interview.</p><p>Nestlé was able to adapt existing production facilities to make Wunda, rather than building new factories like Oatly must do. The company already had plant scientists who could identify the best kind of pea and food safety experts who could navigate the regulatory approval process, Mr. Palzer said.</p><p>The Wunda developers “could have any expert they wanted to have on the project,” Mr. Palzer said. “That enabled them to move at this speed.”</p><p>Nestlé already has dairy-free versions of Nesquik drinks and Häagen-Dazs ice cream and sells coffee creamers made from a blend of oat and almond milk using the Starbucks brand. The company is in a major push to develop substitutes for almost any kind of animal product. The next frontier: fish. Nestlé has begun selling a tuna substitute called Vuna and is working on scallops.</p><p>“It’s a great opportunity to combine health with sustainability,” Mr. Palzer said of plant-based alternatives to milk and meat. “It’s also a great growth opportunity.”</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>Oat Milk Company Oatly to IPO -- Here's What Investors Need to Know</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\">\nOat Milk Company Oatly to IPO -- Here's What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-19 14:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The largest oat milk company in the world, Oatly, could be going public this weekon Thursday.</p><p>The Swedish firm is know for its dairy-alternative products made from oats. The items range from basic oat milk, to even ice cream and yogurt made from oat milk. According to its website, Oatly’s goal is “to make it easy for people to turn what they eat and drink into personal moments of healthy joy without recklessly taxing the planet’s resources in the process.”</p><p>Oatly confidentially filed for its IPO back in February, then officiallyset terms of the move last week. According to multiple outlets, Oatly will offer about 84.4 million American depositary shares (ADS) at between $15 and $17 per share. In total, the Oatly IPO could reach a $10.1 billion valuation, and the firm hopes to raise $1.1 billion.</p><p>Additionally, Oatly plans to trade on the Nasdaq exchange under the ticker “OTLY” and had nine lead underwriters for its IPO.</p><p><b>The majority shareholder</b></p><p>Oatly was founded in 1994 by Rickard Oste, a professor of food chemistry and nutrition in Sweden, and his brother Bjorn Oste. Working in Malmo, Sweden, they developed a way of processing a slurry of oats and water with enzymes to produce natural sweetness and a milk-like taste and consistency.</p><p>Oatly’s image benefited from a roster of celebrity investors, including Oprah Winfrey, Natalie Portman, Jay-Z’s Roc Nation company, and Howard Schultz, the former chief executive of Starbucks. All have some connection to the plant-based or healthy living movement.</p><p>The majority shareholder is a partnership between an entity owned by the Chinese government and Verlinvest, a Belgian firm that invests some of the wealth of the families that control the Anheuser-Busch InBev beer empire. Blackstone, the giant private equity firm, owns a little less than 8 percent in Oatly.</p><p>The company’s growth went into overdrive after Verlinvest bought a majority stake in 2016 via a joint venture with China Resources, a state-owned conglomerate with vast holdings in cement, power generation, coal mining, beer, retailing and many other industries. The new financing helped Oatly to expand in Europe and begin exporting to the United States and China, where many people cannot tolerate cow’s milk. China Resources’ involvement undoubtedly helped open doors in the Chinese market. Asia, primarily China, accounted for 18 percent of sales in the first quarter of 2021, and is growing at a rate of 450 percent a year, according to Oatly.</p><p>In Europe, there is growing alarm about Chinese investment in strategic industries like autos, batteries and robotics. The European Commission has begun erecting regulatory barriers to companies with financial links to the Chinese government. But so far no one has expressed fear that China will dominate the world’s supply of oat milk.</p><p>Just in case, Oatly’s prospectus gives it the option of listing in Hong Kong if the foreign ownership becomes a problem in the United States.</p><p><b>The Key Markets</b></p><p>Oat milk is part of a larger trend toward food that mimics animal products. So-called food tech companies like Beyond Meat have raised a little more than $18 billion in venture funding, according to PitchBook, which tracks the industry. Plant-based dairy, which in the United States includes brands like Ripple (made from peas) and Mooala (bananas), raised $640 million last year, more than double the amount raised a year earlier.</p><p>According to the Plant Based Foods Association and Good Foods Institute, plant-based-food sales reached $7 billion in 2020.</p><p>Consumer Insights data quoted in the prospectus says the plant-based milk category will grow 20% to 25% over the next three years.</p><p>Oatly is focused on its role in helping to transform the food industry in order to be better for the environment and meet the health needs of its customers. The company points out that substituting a cup of Oatly for a cup of cow’s milk reduces greenhouse gas emissions, land use and energy consumption.</p><p>Tastewise, which provides food and beverage data and intelligence, said in a December 2020 report that “plant-based everything” will be one of the top 10 U.S. trends for this year.</p><p>Oatly’s key markets are Sweden, Germany and the U.K., though its products were available in 60,000 retail stores and 32,200 coffee shops around the world as of December 31, 2020. Among the places where customers can find Oatly is Starbucks, where demand was so high there was a shortage soon after the coffee chain introduced beverages made with the item.</p><p>Oatly arrived in the U.S. in 2017. The company says it “focused on targeting coffee’s tastemakers, professional baristas at independent coffee shops” as a way to enter the market.”</p><p>By December 31, 2020, Oatly was in more than 7,500 retail shops and 10,000 coffee shops in the U.S. Revenue in 2020 totaled $100 million in the U.S.</p><p>Oatly can also be found in 11,000 coffee and tea shops in China, and at more than 6,000 retail and specialty shops across the country, including thousands of Starbucks locations.</p><p><b>Loss of Warning</b></p><p>In 2020, Oatly had revenue of $421.4 million, up from $204.0 million the year before. However, the company reported a loss of $60.4 million “reflecting our continued investment in production, brand awareness, new markets and product development,” the prospectus said.</p><p>Oatly is classified as an “emerging growth company,” which means it does not have to make the same disclosures required of bigger public companies. A business remains an emerging growth company until it reaches a number of milestones, including annual revenue of more than $1.07 billion.</p><p>Oatly warns that it has reported losses over the last “several” years and expects operating and capital expenses to rise “substantially.”</p><p>“Our expansion efforts may take longer or prove more expensive than we anticipate, particularly in light of the COVID-19 pandemic, and we may not succeed in increasing our revenue and margins sufficiently to offset the anticipated higher expenses,” the company said in its prospectus.</p><p>“We incur significant expenses in researching and developing our innovative products, building out our production and manufacturing facilities, obtaining and storing ingredients and other products and marketing the products we offer.”</p><p><b>The dairy market is highly competitive</b></p><p>Oatly acknowledged in its offering documents that it faces fierce competition, including from “multinational corporations with substantially greater resources and operations than us.”</p><p>That would include British consumer goods maker Unilever, which said last year that it aims to generate revenue of one billion euros, or $1.2 billion, by 2027 from plant-based substitutes for meat and dairy, for example Hellmann’s vegan mayonnaise or Ben &amp; Jerry’s dairy-free ice cream. Unilever has not announced plans for a milk substitute.</p><p>Some industry analysts argue that Oatly’s size gives it an edge over these giants, allowing it to be more innovative than a corporate behemoth. Food start-ups are “younger and faster,” said Patrick Müller-Sarmiento, head of the consumer goods and retail practice at Roland Berger, a German consulting firm.</p><p>The established food giants also have a tougher time than newcomers convincing consumers that they are sincere about saving the planet, an important part of the oat milk sales pitch.</p><p>Mr. Müller-Sarmiento, the former chief executive of Real, a German chain of big box stores, said meat and dairy alternatives are not having trouble competing with Big Food for precious retail shelf space. “Retailers are urgently looking for new products,” he said.</p><p>Time was when Nestlé or Unilever would have simply acquired Oatly, just as they have gobbled up hundreds of other brands. But they would have trouble justifying the audacious $10 billion price that Oatly has set as the benchmark for its stock offering.</p><p>Nestlé’s answer was to develop its own milk substitute, Wunda, which the company unveiled this month and plans to sell initially in France, Portugal and the Netherlands. Made from a variety of yellow peas, Wunda is higher in protein than oat milk. Some nutritionists have said that oat milk and other dairy alternatives are a poor substitute for cow’s milk because they don’t have nearly as much protein.</p><p>Stefan Palzer, the chief technology officer at Nestlé, took issue with those who say a big company can’t move as fast as a bunch of Swedish foodies. A young team at Nestlé developed Wunda in nine months, including three months of market testing in Britain, Mr. Palzer said in an interview.</p><p>Nestlé was able to adapt existing production facilities to make Wunda, rather than building new factories like Oatly must do. The company already had plant scientists who could identify the best kind of pea and food safety experts who could navigate the regulatory approval process, Mr. Palzer said.</p><p>The Wunda developers “could have any expert they wanted to have on the project,” Mr. Palzer said. “That enabled them to move at this speed.”</p><p>Nestlé already has dairy-free versions of Nesquik drinks and Häagen-Dazs ice cream and sells coffee creamers made from a blend of oat and almond milk using the Starbucks brand. The company is in a major push to develop substitutes for almost any kind of animal product. The next frontier: fish. Nestlé has begun selling a tuna substitute called Vuna and is working on scallops.</p><p>“It’s a great opportunity to combine health with sustainability,” Mr. Palzer said of plant-based alternatives to milk and meat. “It’s also a great growth opportunity.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OTLY":"Oatly Group AB"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126891253","content_text":"The largest oat milk company in the world, Oatly, could be going public this weekon Thursday.The Swedish firm is know for its dairy-alternative products made from oats. The items range from basic oat milk, to even ice cream and yogurt made from oat milk. According to its website, Oatly’s goal is “to make it easy for people to turn what they eat and drink into personal moments of healthy joy without recklessly taxing the planet’s resources in the process.”Oatly confidentially filed for its IPO back in February, then officiallyset terms of the move last week. According to multiple outlets, Oatly will offer about 84.4 million American depositary shares (ADS) at between $15 and $17 per share. In total, the Oatly IPO could reach a $10.1 billion valuation, and the firm hopes to raise $1.1 billion.Additionally, Oatly plans to trade on the Nasdaq exchange under the ticker “OTLY” and had nine lead underwriters for its IPO.The majority shareholderOatly was founded in 1994 by Rickard Oste, a professor of food chemistry and nutrition in Sweden, and his brother Bjorn Oste. Working in Malmo, Sweden, they developed a way of processing a slurry of oats and water with enzymes to produce natural sweetness and a milk-like taste and consistency.Oatly’s image benefited from a roster of celebrity investors, including Oprah Winfrey, Natalie Portman, Jay-Z’s Roc Nation company, and Howard Schultz, the former chief executive of Starbucks. All have some connection to the plant-based or healthy living movement.The majority shareholder is a partnership between an entity owned by the Chinese government and Verlinvest, a Belgian firm that invests some of the wealth of the families that control the Anheuser-Busch InBev beer empire. Blackstone, the giant private equity firm, owns a little less than 8 percent in Oatly.The company’s growth went into overdrive after Verlinvest bought a majority stake in 2016 via a joint venture with China Resources, a state-owned conglomerate with vast holdings in cement, power generation, coal mining, beer, retailing and many other industries. The new financing helped Oatly to expand in Europe and begin exporting to the United States and China, where many people cannot tolerate cow’s milk. China Resources’ involvement undoubtedly helped open doors in the Chinese market. Asia, primarily China, accounted for 18 percent of sales in the first quarter of 2021, and is growing at a rate of 450 percent a year, according to Oatly.In Europe, there is growing alarm about Chinese investment in strategic industries like autos, batteries and robotics. The European Commission has begun erecting regulatory barriers to companies with financial links to the Chinese government. But so far no one has expressed fear that China will dominate the world’s supply of oat milk.Just in case, Oatly’s prospectus gives it the option of listing in Hong Kong if the foreign ownership becomes a problem in the United States.The Key MarketsOat milk is part of a larger trend toward food that mimics animal products. So-called food tech companies like Beyond Meat have raised a little more than $18 billion in venture funding, according to PitchBook, which tracks the industry. Plant-based dairy, which in the United States includes brands like Ripple (made from peas) and Mooala (bananas), raised $640 million last year, more than double the amount raised a year earlier.According to the Plant Based Foods Association and Good Foods Institute, plant-based-food sales reached $7 billion in 2020.Consumer Insights data quoted in the prospectus says the plant-based milk category will grow 20% to 25% over the next three years.Oatly is focused on its role in helping to transform the food industry in order to be better for the environment and meet the health needs of its customers. The company points out that substituting a cup of Oatly for a cup of cow’s milk reduces greenhouse gas emissions, land use and energy consumption.Tastewise, which provides food and beverage data and intelligence, said in a December 2020 report that “plant-based everything” will be one of the top 10 U.S. trends for this year.Oatly’s key markets are Sweden, Germany and the U.K., though its products were available in 60,000 retail stores and 32,200 coffee shops around the world as of December 31, 2020. Among the places where customers can find Oatly is Starbucks, where demand was so high there was a shortage soon after the coffee chain introduced beverages made with the item.Oatly arrived in the U.S. in 2017. The company says it “focused on targeting coffee’s tastemakers, professional baristas at independent coffee shops” as a way to enter the market.”By December 31, 2020, Oatly was in more than 7,500 retail shops and 10,000 coffee shops in the U.S. Revenue in 2020 totaled $100 million in the U.S.Oatly can also be found in 11,000 coffee and tea shops in China, and at more than 6,000 retail and specialty shops across the country, including thousands of Starbucks locations.Loss of WarningIn 2020, Oatly had revenue of $421.4 million, up from $204.0 million the year before. However, the company reported a loss of $60.4 million “reflecting our continued investment in production, brand awareness, new markets and product development,” the prospectus said.Oatly is classified as an “emerging growth company,” which means it does not have to make the same disclosures required of bigger public companies. A business remains an emerging growth company until it reaches a number of milestones, including annual revenue of more than $1.07 billion.Oatly warns that it has reported losses over the last “several” years and expects operating and capital expenses to rise “substantially.”“Our expansion efforts may take longer or prove more expensive than we anticipate, particularly in light of the COVID-19 pandemic, and we may not succeed in increasing our revenue and margins sufficiently to offset the anticipated higher expenses,” the company said in its prospectus.“We incur significant expenses in researching and developing our innovative products, building out our production and manufacturing facilities, obtaining and storing ingredients and other products and marketing the products we offer.”The dairy market is highly competitiveOatly acknowledged in its offering documents that it faces fierce competition, including from “multinational corporations with substantially greater resources and operations than us.”That would include British consumer goods maker Unilever, which said last year that it aims to generate revenue of one billion euros, or $1.2 billion, by 2027 from plant-based substitutes for meat and dairy, for example Hellmann’s vegan mayonnaise or Ben & Jerry’s dairy-free ice cream. Unilever has not announced plans for a milk substitute.Some industry analysts argue that Oatly’s size gives it an edge over these giants, allowing it to be more innovative than a corporate behemoth. Food start-ups are “younger and faster,” said Patrick Müller-Sarmiento, head of the consumer goods and retail practice at Roland Berger, a German consulting firm.The established food giants also have a tougher time than newcomers convincing consumers that they are sincere about saving the planet, an important part of the oat milk sales pitch.Mr. Müller-Sarmiento, the former chief executive of Real, a German chain of big box stores, said meat and dairy alternatives are not having trouble competing with Big Food for precious retail shelf space. “Retailers are urgently looking for new products,” he said.Time was when Nestlé or Unilever would have simply acquired Oatly, just as they have gobbled up hundreds of other brands. But they would have trouble justifying the audacious $10 billion price that Oatly has set as the benchmark for its stock offering.Nestlé’s answer was to develop its own milk substitute, Wunda, which the company unveiled this month and plans to sell initially in France, Portugal and the Netherlands. Made from a variety of yellow peas, Wunda is higher in protein than oat milk. Some nutritionists have said that oat milk and other dairy alternatives are a poor substitute for cow’s milk because they don’t have nearly as much protein.Stefan Palzer, the chief technology officer at Nestlé, took issue with those who say a big company can’t move as fast as a bunch of Swedish foodies. A young team at Nestlé developed Wunda in nine months, including three months of market testing in Britain, Mr. Palzer said in an interview.Nestlé was able to adapt existing production facilities to make Wunda, rather than building new factories like Oatly must do. The company already had plant scientists who could identify the best kind of pea and food safety experts who could navigate the regulatory approval process, Mr. Palzer said.The Wunda developers “could have any expert they wanted to have on the project,” Mr. Palzer said. “That enabled them to move at this speed.”Nestlé already has dairy-free versions of Nesquik drinks and Häagen-Dazs ice cream and sells coffee creamers made from a blend of oat and almond milk using the Starbucks brand. The company is in a major push to develop substitutes for almost any kind of animal product. The next frontier: fish. Nestlé has begun selling a tuna substitute called Vuna and is working on scallops.“It’s a great opportunity to combine health with sustainability,” Mr. Palzer said of plant-based alternatives to milk and meat. “It’s also a great growth opportunity.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193791610,"gmtCreate":1620817290130,"gmtModify":1704348833537,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"I hope that’s not the case [Cry]&nbsp;","listText":"I hope that’s not the case [Cry]&nbsp;","text":"I hope that’s not the case [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193791610","repostId":"1148549916","repostType":4,"repost":{"id":"1148549916","kind":"news","pubTimestamp":1620718159,"share":"https://ttm.financial/m/news/1148549916?lang=&edition=fundamental","pubTime":"2021-05-11 15:29","market":"us","language":"en","title":"Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1148549916","media":"zerohedge","summary":"Hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World, the lowest level since last November and in the 3rd percentile vs. the past five years.","content":"<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p>Some more details from the Goldman reports:</p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><p><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><p><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech 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\">\nHedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 15:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","NDX":"纳斯达克100指数"},"source_url":"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148549916","content_text":"Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).Looking at the composition of hedge fund purchases,the overall GS Prime book was modestly net bought again in the past week(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes thatInfo Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.Some more details from the Goldman reports:Info Tech, the worst performing sector this week,was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectivelyAnd while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193527893,"gmtCreate":1620801874812,"gmtModify":1704348634295,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Is it time to buy?&nbsp;","listText":"Is it time to buy?&nbsp;","text":"Is it time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/193527893","repostId":"1150960548","repostType":4,"repost":{"id":"1150960548","kind":"news","pubTimestamp":1620800842,"share":"https://ttm.financial/m/news/1150960548?lang=&edition=fundamental","pubTime":"2021-05-12 14:27","market":"us","language":"en","title":"Tesla’s China sales tumble 27% in April from March","url":"https://stock-news.laohu8.com/highlight/detail?id=1150960548","media":"CNBC","summary":"BEIJING — One gauge of Tesla’ssuccess in China pointed to a sharp drop in sales in April.The U.S.-based electric car company sold 25,845 made-in-China vehicles last month, down 27% from 35,478 in March, according to figures released Tuesday by the China Passenger Car Association.The report noted that in April, Tesla exported 14,174 cars from its Shanghai factory. The association did not disclose Tesla’s export figures for March.Tesla's sales decline came amid an overall 12% month-on-month drop i","content":"<div>\n<p>BEIJING — One gauge of Tesla’ssuccess in China pointed to a sharp drop in sales in April.The U.S.-based electric car company sold 25,845 made-in-China vehicles last month, down 27% from 35,478 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/12/teslas-china-sales-tumble-in-april-from-march.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s China sales tumble 27% in April from March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s China sales tumble 27% in April from March\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/12/teslas-china-sales-tumble-in-april-from-march.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BEIJING — One gauge of Tesla’ssuccess in China pointed to a sharp drop in sales in April.The U.S.-based electric car company sold 25,845 made-in-China vehicles last month, down 27% from 35,478 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/12/teslas-china-sales-tumble-in-april-from-march.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.cnbc.com/2021/05/12/teslas-china-sales-tumble-in-april-from-march.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1150960548","content_text":"BEIJING — One gauge of Tesla’ssuccess in China pointed to a sharp drop in sales in April.The U.S.-based electric car company sold 25,845 made-in-China vehicles last month, down 27% from 35,478 in March, according to figures released Tuesday by the China Passenger Car Association.The report noted that in April, Tesla exported 14,174 cars from its Shanghai factory. The association did not disclose Tesla’s export figures for March.Tesla's sales decline came amid an overall 12% month-on-month drop in April for new energy passenger cars in China, according to the association. The category includes pure-electric and hybrid cars.Guangdong-basedBYD, which is backed by U.S. billionaire Warren Buffett, came close behind Tesla in April. The passenger car association saidBYD sold 25,450 new energy vehicles in April, up 6.5% from 23,906 in March.The figures are close to those disclosed by BYD itself, which said earlier this month it sold 25,034 new energy passenger cars in April.Some in China's electric car industry havecast doubt on the accuracy of the association's figures.China becomes more important for TeslaTesla does not disclose monthly deliveries by country. The company delivered 184,800 cars worldwide during the first quarter.Publicly disclosed figures indicate China is becoming a more and more important market for Tesla. The companymade $3 billion in sales in the country during the first quarter,accounting for 29% of global sales for the period. That's up fromup from 21% for all of 2020.Meanwhile, negative press has increased for Tesla in China. In the last few months,local reports of Tesla brake failures,crashes and explosions have mounted and drawn scrutiny from regulators. Separately on Tuesday, Reuters reported, citing sources, thatTesla has halted plans to buy land and expand its Shanghai factory.Tesla did not immediately respond to a request for comment on the report, or the association's figures. Shares fell about 1.9% overnight and are down roughly 12% for the year so far.Looking ahead, the passenger car association pointed out the capital city of Beijing is releasing 60,000 new license plates for new energy vehicles this month, which should help sales for recent market launches such as Tesla's Model Y and Aion Y, produced by a new energy brand spun-off from Chinese state-owned automaker GAC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199492056,"gmtCreate":1620724219775,"gmtModify":1704347345993,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199492056","repostId":"1169122046","repostType":4,"repost":{"id":"1169122046","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620723761,"share":"https://ttm.financial/m/news/1169122046?lang=&edition=fundamental","pubTime":"2021-05-11 17:02","market":"us","language":"en","title":"Most of China tech stocks fell, while JPMorgan says they are in a ‘good buying spot’","url":"https://stock-news.laohu8.com/highlight/detail?id=1169122046","media":"Tiger Newspress","summary":" Most of  China tech stocks fell in premarket trading, while JPMorgan says China tech stocks are in a ‘good buying spot’ despite regulatory crackdown.JPMorgan Asset Management is bullish on Chinese technology stocks even though regulators are cracking down on internet giants in the mainland.Howard Wang, head of Greater China equities at JPMorgan Asset Management, said the regulatory clampdown poses uncertainties in the near term. But in the longer term, Chinese tech companies still have the pote","content":"<p>(May 11)&nbsp;Most&nbsp;of&nbsp; China tech stocks&nbsp;fell in premarket trading,&nbsp;while&nbsp;JPMorgan says China tech stocks are in a ‘good buying spot’ despite regulatory crackdown.</p><p><img src=\"https://static.tigerbbs.com/97a40b7ee46915478e2ef1c55a88be49\" tg-width=\"313\" tg-height=\"572\" referrerpolicy=\"no-referrer\">JPMorgan Asset Management is bullish on Chinese technology stocks even though regulators are cracking down on internet giants in the mainland.</p><p>Shares of major Chinese tech companies such asAlibaba,JD.comandMeituanhave tumbled this year as Beijing moved torein in monopolistic behavioramong internet giants.</p><p>Howard Wang, head of Greater China equities at JPMorgan Asset Management, said the regulatory clampdown poses uncertainties in the near term. But in the longer term, Chinese tech companies still have the potential to grow, he said.</p><p>“If we look at these fundamentals, and you stretch over a longer period of time, I think we’re actually in a pretty good buying spot,” Wang told CNBC’s“Street Signs Asia”on Tuesday.</p><p>Wang said price declines in Chinese tech shares — due to the regulatory risks or investors rotating out of growth stocks — appear overdone. That has resulted in “pretty decent value” in some Chinese tech stocks, he added.</p><p>Without naming specific stocks, Wang said he likes large tech companies given their beaten down valuation and potential for earnings to grow.</p><p>Shares of tech giant Alibaba in Hong Kong fell around 7.48% this year as of Monday’s close. E-commerce companies JD.com and Meituan have dropped around 16% and 10.8%, respectively.</p><blockquote>From our standpoint as investors, it’s kinda really just hunkering down, looking at the fundamentals, making sure your companies aren’t doing anything that will be construed as unfair market practice...Howard WangHEAD OF GREATER CHINA EQUITIES, JPMORGAN ASSET MANAGEMENT</blockquote><p>Wang said Chinese tech firms could still face a bumpy road in the next few months as the regulatory clampdown continues. But the crackdown has so far been “rational,” he added.</p><p>“From our standpoint as investors, it’s kinda really just hunkering down, looking at the fundamentals, making sure your companies aren’t doing anything that will be construed as unfair market practice — at least not currently,” said Wang.</p><p>“I think when we take that into context ... it actually looks like a decent environment to be investing in these stocks. Tough over the next few weeks, but overall these are the kinds of investments that you’d want to make in China,” he added.</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>Most of China tech stocks fell, while JPMorgan says they are in a ‘good buying spot’</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\">\nMost of China tech stocks fell, while JPMorgan says they are in a ‘good buying spot’\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-11 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 11)&nbsp;Most&nbsp;of&nbsp; China tech stocks&nbsp;fell in premarket trading,&nbsp;while&nbsp;JPMorgan says China tech stocks are in a ‘good buying spot’ despite regulatory crackdown.</p><p><img src=\"https://static.tigerbbs.com/97a40b7ee46915478e2ef1c55a88be49\" tg-width=\"313\" tg-height=\"572\" referrerpolicy=\"no-referrer\">JPMorgan Asset Management is bullish on Chinese technology stocks even though regulators are cracking down on internet giants in the mainland.</p><p>Shares of major Chinese tech companies such asAlibaba,JD.comandMeituanhave tumbled this year as Beijing moved torein in monopolistic behavioramong internet giants.</p><p>Howard Wang, head of Greater China equities at JPMorgan Asset Management, said the regulatory clampdown poses uncertainties in the near term. But in the longer term, Chinese tech companies still have the potential to grow, he said.</p><p>“If we look at these fundamentals, and you stretch over a longer period of time, I think we’re actually in a pretty good buying spot,” Wang told CNBC’s“Street Signs Asia”on Tuesday.</p><p>Wang said price declines in Chinese tech shares — due to the regulatory risks or investors rotating out of growth stocks — appear overdone. That has resulted in “pretty decent value” in some Chinese tech stocks, he added.</p><p>Without naming specific stocks, Wang said he likes large tech companies given their beaten down valuation and potential for earnings to grow.</p><p>Shares of tech giant Alibaba in Hong Kong fell around 7.48% this year as of Monday’s close. E-commerce companies JD.com and Meituan have dropped around 16% and 10.8%, respectively.</p><blockquote>From our standpoint as investors, it’s kinda really just hunkering down, looking at the fundamentals, making sure your companies aren’t doing anything that will be construed as unfair market practice...Howard WangHEAD OF GREATER CHINA EQUITIES, JPMORGAN ASSET MANAGEMENT</blockquote><p>Wang said Chinese tech firms could still face a bumpy road in the next few months as the regulatory clampdown continues. But the crackdown has so far been “rational,” he added.</p><p>“From our standpoint as investors, it’s kinda really just hunkering down, looking at the fundamentals, making sure your companies aren’t doing anything that will be construed as unfair market practice — at least not currently,” said Wang.</p><p>“I think when we take that into context ... it actually looks like a decent environment to be investing in these stocks. Tough over the next few weeks, but overall these are the kinds of investments that you’d want to make in China,” he added.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169122046","content_text":"(May 11) Most of  China tech stocks fell in premarket trading, while JPMorgan says China tech stocks are in a ‘good buying spot’ despite regulatory crackdown.JPMorgan Asset Management is bullish on Chinese technology stocks even though regulators are cracking down on internet giants in the mainland.Shares of major Chinese tech companies such asAlibaba,JD.comandMeituanhave tumbled this year as Beijing moved torein in monopolistic behavioramong internet giants.Howard Wang, head of Greater China equities at JPMorgan Asset Management, said the regulatory clampdown poses uncertainties in the near term. But in the longer term, Chinese tech companies still have the potential to grow, he said.“If we look at these fundamentals, and you stretch over a longer period of time, I think we’re actually in a pretty good buying spot,” Wang told CNBC’s“Street Signs Asia”on Tuesday.Wang said price declines in Chinese tech shares — due to the regulatory risks or investors rotating out of growth stocks — appear overdone. That has resulted in “pretty decent value” in some Chinese tech stocks, he added.Without naming specific stocks, Wang said he likes large tech companies given their beaten down valuation and potential for earnings to grow.Shares of tech giant Alibaba in Hong Kong fell around 7.48% this year as of Monday’s close. E-commerce companies JD.com and Meituan have dropped around 16% and 10.8%, respectively.From our standpoint as investors, it’s kinda really just hunkering down, looking at the fundamentals, making sure your companies aren’t doing anything that will be construed as unfair market practice...Howard WangHEAD OF GREATER CHINA EQUITIES, JPMORGAN ASSET MANAGEMENTWang said Chinese tech firms could still face a bumpy road in the next few months as the regulatory clampdown continues. But the crackdown has so far been “rational,” he added.“From our standpoint as investors, it’s kinda really just hunkering down, looking at the fundamentals, making sure your companies aren’t doing anything that will be construed as unfair market practice — at least not currently,” said Wang.“I think when we take that into context ... it actually looks like a decent environment to be investing in these stocks. Tough over the next few weeks, but overall these are the kinds of investments that you’d want to make in China,” he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":116731375,"gmtCreate":1622818380097,"gmtModify":1704191880852,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>this makes my day!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>this makes my day!!&nbsp;","text":"$Tiger Brokers(TIGR)$this makes my day!!","images":[{"img":"https://static.tigerbbs.com/4d0e447f27168d02a451e414d2934e2c","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116731375","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186039876,"gmtCreate":1623464571795,"gmtModify":1704204349968,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Food for thought. Better to act late than never.&nbsp;","listText":"Food for thought. Better to act late than never.&nbsp;","text":"Food for thought. Better to act late than never.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186039876","repostId":"2142520474","repostType":4,"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117178024,"gmtCreate":1623126320068,"gmtModify":1704196618036,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"This is insightful&nbsp;","listText":"This is insightful&nbsp;","text":"This is insightful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117178024","repostId":"1132295574","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193527893,"gmtCreate":1620801874812,"gmtModify":1704348634295,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Is it time to buy?&nbsp;","listText":"Is it time to buy?&nbsp;","text":"Is it time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/193527893","repostId":"1150960548","repostType":4,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135057929,"gmtCreate":1622123691361,"gmtModify":1704179901593,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Ohh dear should have bought it last week!&nbsp;","listText":"Ohh dear should have bought it last week!&nbsp;","text":"Ohh dear should have bought it last week!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135057929","repostId":"1188393893","repostType":4,"repost":{"id":"1188393893","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622123328,"share":"https://ttm.financial/m/news/1188393893?lang=&edition=fundamental","pubTime":"2021-05-27 21:48","market":"us","language":"en","title":"Beyond Meat shares surges nearly 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188393893","media":"Tiger Newspress","summary":"Beyond Meat shares surges nearly 10%.For the first quarter of 2021, Beyond Meat saw 11.4% year-over-","content":"<p>Beyond Meat&nbsp;shares&nbsp;surges&nbsp;nearly&nbsp;10%.</p><p><img src=\"https://static.tigerbbs.com/a34ea5683a321e8be4e74d066f19af12\" tg-width=\"810\" tg-height=\"610\" referrerpolicy=\"no-referrer\">For the first quarter of 2021, Beyond Meat saw 11.4% year-over-year (YOY) revenue growth despite the domestic foodservice segment being down 26% YOY. The reduction in the restaurant business drives the decrease in the foodservice segment, and Beyond Meat should see stronger results as restaurants begin to reopen domestically and internationally.</p><p>Looking through Beyond Meat's investor relations press release, the company has announced numerous partnerships. To name a few, in the past three months it has increased its products in&nbsp;<b>Walmart</b>, partnered up with&nbsp;<b>Pizza Hut</b>Canada and Carl's Jr., announced major retail expansions throughout Europe, and opened up a manufacturing facility in China.</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>Beyond Meat shares surges nearly 10%</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\">\nBeyond Meat shares surges nearly 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-27 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Beyond Meat&nbsp;shares&nbsp;surges&nbsp;nearly&nbsp;10%.</p><p><img src=\"https://static.tigerbbs.com/a34ea5683a321e8be4e74d066f19af12\" tg-width=\"810\" tg-height=\"610\" referrerpolicy=\"no-referrer\">For the first quarter of 2021, Beyond Meat saw 11.4% year-over-year (YOY) revenue growth despite the domestic foodservice segment being down 26% YOY. The reduction in the restaurant business drives the decrease in the foodservice segment, and Beyond Meat should see stronger results as restaurants begin to reopen domestically and internationally.</p><p>Looking through Beyond Meat's investor relations press release, the company has announced numerous partnerships. To name a few, in the past three months it has increased its products in&nbsp;<b>Walmart</b>, partnered up with&nbsp;<b>Pizza Hut</b>Canada and Carl's Jr., announced major retail expansions throughout Europe, and opened up a manufacturing facility in China.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188393893","content_text":"Beyond Meat shares surges nearly 10%.For the first quarter of 2021, Beyond Meat saw 11.4% year-over-year (YOY) revenue growth despite the domestic foodservice segment being down 26% YOY. The reduction in the restaurant business drives the decrease in the foodservice segment, and Beyond Meat should see stronger results as restaurants begin to reopen domestically and internationally.Looking through Beyond Meat's investor relations press release, the company has announced numerous partnerships. To name a few, in the past three months it has increased its products in Walmart, partnered up with Pizza HutCanada and Carl's Jr., announced major retail expansions throughout Europe, and opened up a manufacturing facility in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197302189,"gmtCreate":1621425465941,"gmtModify":1704357404169,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"I like this milk! Can’t wait to see the growth on this space. Like and comment please.&nbsp;","listText":"I like this milk! Can’t wait to see the growth on this space. Like and comment please.&nbsp;","text":"I like this milk! Can’t wait to see the growth on this space. Like and comment please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197302189","repostId":"1126891253","repostType":4,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199492056,"gmtCreate":1620724219775,"gmtModify":1704347345993,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199492056","repostId":"1169122046","repostType":4,"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154939840,"gmtCreate":1625466736680,"gmtModify":1703742274989,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Nice [Happy]&nbsp;","listText":"Nice [Happy]&nbsp;","text":"Nice [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154939840","repostId":"1170100655","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180043195,"gmtCreate":1623165942617,"gmtModify":1704197571297,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"Interesting!&nbsp;","listText":"Interesting!&nbsp;","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180043195","repostId":"2141264328","repostType":4,"repost":{"id":"2141264328","kind":"highlight","pubTimestamp":1623162620,"share":"https://ttm.financial/m/news/2141264328?lang=&edition=fundamental","pubTime":"2021-06-08 22:30","market":"us","language":"en","title":"2 Potentially Explosive Stocks to Buy in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2141264328","media":"Motley Fool","summary":"If you're willing to take on risk, owning stock in these companies could make you rich.","content":"<p>Owning just a couple of stocks that post explosive gains can be a life-changing experience for your finances. Take <b>Amazon</b> and <b>Netflix</b>, for example. If you invested in either of these companies early in their publicly traded histories and held on to your shares, you would have enjoyed incredible gains. However, investors didn't even have to get in super early to enjoy life-changing returns with these companies.</p>\n<p>E-commerce and streaming video were already fairly well established a decade ago, but many investors correctly saw that these industries still had huge room for growth. If you made a $10,000 investment in Netflix stock 10 years ago, your holdings would now be worth roughly $132,000. That same $10,000 investment in Amazon stock would be worth about $173,000 at today's prices.</p>\n<p>Growth-dependent tech stocks are prone to volatile pricing swings, but taking a buy-and-hold approach to quality companies in the space can transform your portfolio's performance. Read on for a look at two companies that could deliver huge returns for risk-tolerant investors.</p>\n<p><img src=\"https://static.tigerbbs.com/d5f5f38a6fbdad8558b62e795c8b4d3e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>1. Appian</p>\n<p><b>Appian</b> (NASDAQ:APPN) provides a software development platform that allows users to quickly build and deploy applications. The company's app-building service allows users to \"drag and drop\" different features and processes into projects, creating a streamlined and accessible approach to software development. This setup can help companies complete projects faster and it allows even relatively inexperienced developers to create applications that improve workflow efficiency.</p>\n<p>Software will only become increasingly essential to business success, and Appian should have plenty of opportunities to attract new clients and boost spending on its platform. However, you probably wouldn't get that impression if you looked at its stock performance in recent months.</p>\n<p><img src=\"https://static.tigerbbs.com/22e3f29f0a174d8c0f0da174104a13d5\" tg-width=\"720\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p>\n<p>APPN data by YCharts</p>\n<p>After an impressive run, the stock price has plummeted roughly 65% from the record high it hit earlier this year. What's at the root of the crushing sell-off? For <a href=\"https://laohu8.com/S/AONE\">one</a>, tech stocks have felt the squeeze as investors have rotated into economic reopening plays and value-oriented names. Slowing growth at Appian has also weighed on the company's valuation.</p>\n<p>Revenue climbed just 13% year over year in the quarter to reach $88.9 million, although that doesn't tell the whole story because the company is still in the process of pivoting to a more subscription-heavy business model. Overall subscription revenue rose 26% compared to the prior-year period to reach $63.8 million,&nbsp;which is still significantly below the 31% annual growth rate the segment posted last year, but the deceleration isn't hugely concerning at this point.</p>\n<p>Appian has a market capitalization of roughly $6.4 billion and is valued at approximately 18 times this year's expected sales. That's still a highly growth-dependent valuation, but demand for accessible software development and process automation services could increase dramatically over the next decade and beyond, and the business has a long runway for expansion. For patient investors, Appian stock could go on to be a big winner.</p>\n<h3>2. Baozun</h3>\n<p><b>Baozun</b> (NASDAQ:BZUN) is a China-based e-commerce services specialist that's sometimes compared to <b>Shopify</b> because both companies provide website-creation tools that help businesses launch and run online retail stores. With Shopify's stock up roughly 3,920% over the last five years, it's an eye-catching comparison, but there are some key distinctions investors should be aware of.</p>\n<p>Baozun provides website creation tools, customer management, advertising and marketing, and warehousing and order-fulfillment services, and its core customer base consists of large Western companies that are aiming to benefit from the massive and fast-growing Chinese e-commerce market. Its platform also allows companies to integrate their stores into&nbsp;many of China's biggest e-commerce hubs, including <b>Alibaba</b>'s Tmall, <b>JD.com</b>, <b>Tencent</b>'s WeChat, and ByteDance's Douyin (the Chinese version of TikTok).</p>\n<p>Baozun has a leading position in its corner of the e-commerce market, but it's fair to say that the business has given investors reason to be cautious over the last few years. Despite shifting some focus away from warehousing and order fulfillment services in favor of prioritizing its web platform, margins have grown at slower than expected rates -- and actually contracted in some quarters.</p>\n<p>Sales and earnings growth have been uneven despite signs of progress on some important fronts, and the company has also raised funding for growth initiatives through substantial new share offerings that have diluted the stock.&nbsp;Factor in geopolitical concerns stemming from tensions between the U.S. and China, and it's not hard to see why Baozun's stock performance has lagged far behind Shopify's.</p>\n<p>Despite surging roughly 417% over the last five years, Baozun's stock price is actually down about 45% over the last three-year period.&nbsp;However, it looks like margins are starting to climb again, and the business still has big growth potential as it caters to Western brands and moves to expand adoption of its services among large and small domestic businesses.</p>\n<p>With the company valued at roughly $2.7 billion and its stock trading at approximately 26.5 times this year's expected earnings, Baozun offers investors an attractive risk-reward dynamic and could wind up crushing expectations.</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>2 Potentially Explosive Stocks to Buy in June</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\">\n2 Potentially Explosive Stocks to Buy in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/08/2-potentially-explosive-stocks-to-buy-in-june/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Owning just a couple of stocks that post explosive gains can be a life-changing experience for your finances. Take Amazon and Netflix, for example. If you invested in either of these companies early ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/08/2-potentially-explosive-stocks-to-buy-in-june/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BZUN":"宝尊电商","APPN":"Appian Corp"},"source_url":"https://www.fool.com/investing/2021/06/08/2-potentially-explosive-stocks-to-buy-in-june/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141264328","content_text":"Owning just a couple of stocks that post explosive gains can be a life-changing experience for your finances. Take Amazon and Netflix, for example. If you invested in either of these companies early in their publicly traded histories and held on to your shares, you would have enjoyed incredible gains. However, investors didn't even have to get in super early to enjoy life-changing returns with these companies.\nE-commerce and streaming video were already fairly well established a decade ago, but many investors correctly saw that these industries still had huge room for growth. If you made a $10,000 investment in Netflix stock 10 years ago, your holdings would now be worth roughly $132,000. That same $10,000 investment in Amazon stock would be worth about $173,000 at today's prices.\nGrowth-dependent tech stocks are prone to volatile pricing swings, but taking a buy-and-hold approach to quality companies in the space can transform your portfolio's performance. Read on for a look at two companies that could deliver huge returns for risk-tolerant investors.\n\nImage source: Getty Images.\n1. Appian\nAppian (NASDAQ:APPN) provides a software development platform that allows users to quickly build and deploy applications. The company's app-building service allows users to \"drag and drop\" different features and processes into projects, creating a streamlined and accessible approach to software development. This setup can help companies complete projects faster and it allows even relatively inexperienced developers to create applications that improve workflow efficiency.\nSoftware will only become increasingly essential to business success, and Appian should have plenty of opportunities to attract new clients and boost spending on its platform. However, you probably wouldn't get that impression if you looked at its stock performance in recent months.\n\nAPPN data by YCharts\nAfter an impressive run, the stock price has plummeted roughly 65% from the record high it hit earlier this year. What's at the root of the crushing sell-off? For one, tech stocks have felt the squeeze as investors have rotated into economic reopening plays and value-oriented names. Slowing growth at Appian has also weighed on the company's valuation.\nRevenue climbed just 13% year over year in the quarter to reach $88.9 million, although that doesn't tell the whole story because the company is still in the process of pivoting to a more subscription-heavy business model. Overall subscription revenue rose 26% compared to the prior-year period to reach $63.8 million, which is still significantly below the 31% annual growth rate the segment posted last year, but the deceleration isn't hugely concerning at this point.\nAppian has a market capitalization of roughly $6.4 billion and is valued at approximately 18 times this year's expected sales. That's still a highly growth-dependent valuation, but demand for accessible software development and process automation services could increase dramatically over the next decade and beyond, and the business has a long runway for expansion. For patient investors, Appian stock could go on to be a big winner.\n2. Baozun\nBaozun (NASDAQ:BZUN) is a China-based e-commerce services specialist that's sometimes compared to Shopify because both companies provide website-creation tools that help businesses launch and run online retail stores. With Shopify's stock up roughly 3,920% over the last five years, it's an eye-catching comparison, but there are some key distinctions investors should be aware of.\nBaozun provides website creation tools, customer management, advertising and marketing, and warehousing and order-fulfillment services, and its core customer base consists of large Western companies that are aiming to benefit from the massive and fast-growing Chinese e-commerce market. Its platform also allows companies to integrate their stores into many of China's biggest e-commerce hubs, including Alibaba's Tmall, JD.com, Tencent's WeChat, and ByteDance's Douyin (the Chinese version of TikTok).\nBaozun has a leading position in its corner of the e-commerce market, but it's fair to say that the business has given investors reason to be cautious over the last few years. Despite shifting some focus away from warehousing and order fulfillment services in favor of prioritizing its web platform, margins have grown at slower than expected rates -- and actually contracted in some quarters.\nSales and earnings growth have been uneven despite signs of progress on some important fronts, and the company has also raised funding for growth initiatives through substantial new share offerings that have diluted the stock. Factor in geopolitical concerns stemming from tensions between the U.S. and China, and it's not hard to see why Baozun's stock performance has lagged far behind Shopify's.\nDespite surging roughly 417% over the last five years, Baozun's stock price is actually down about 45% over the last three-year period. However, it looks like margins are starting to climb again, and the business still has big growth potential as it caters to Western brands and moves to expand adoption of its services among large and small domestic businesses.\nWith the company valued at roughly $2.7 billion and its stock trading at approximately 26.5 times this year's expected earnings, Baozun offers investors an attractive risk-reward dynamic and could wind up crushing expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193791610,"gmtCreate":1620817290130,"gmtModify":1704348833537,"author":{"id":"3583289429679167","authorId":"3583289429679167","name":"Joanneling","avatar":"https://static.tigerbbs.com/2c901cec3e31d5b6dc4660a38ee16db0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583289429679167","authorIdStr":"3583289429679167"},"themes":[],"htmlText":"I hope that’s not the case [Cry]&nbsp;","listText":"I hope that’s not the case [Cry]&nbsp;","text":"I hope that’s not the case [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193791610","repostId":"1148549916","repostType":4,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}