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Atlantis1920

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06-08

$Palantir Technologies Inc.(PLTR)$ Don't say that I bo jio 😉

06-08

$NVIDIA Corp(NVDA)$ Thank you Nvidia 🙏🙏 Will accumulate more.

2023-08-14

$Straits Times Index(STI.SI)$

2023-07-14

$HOTEL PROPERTIES LTD(H15.SI)$ coming few more days will drop more due to graft probe.

2023-06-07

$Tesla Motors(TSLA)$

2023-05-15

$PROPNEX LIMITED(OYY.SI)$ Will drop till $0.90. Don't go in now.

2023-02-15

$HONG LAI HUAT GROUP LIMITED(CTO.SI)$ Not bad for today

2023-02-10

$Grab Holdings(GRAB)$ I guess the share price drop due to Tin Pei Ling join Grab

2022-12-07

$NASDAQ(.IXIC)$

2022-10-24

The support is around 14800 points and bounce back for short while before heading down to 13000 points

2022-10-10

Good article!

The 2022 Bear Market Cycle May Be Far From Over

2022-06-24

$DBS GROUP HOLDINGS LTD(D05.SI)$bullish

2022-04-28

Lao sai stock..sigh

@RK777:$SEMBCORP MARINE LTD(S51.SI)$What just happened?? I go pang sai for just 5 mins and drop 15% !?

2022-03-17

$THE HOUR GLASS LIMITED(AGS.SI)$https://www.businesstimes.com.sg/stocks/brokers-take-dbs-initiates-the-hour-glass-with-buy-on-asias-growing-wealth

2021-09-16

$Palantir Technologies Inc.(PLTR)$Yes! Next target $48

2021-07-12

$HONG LAI HUAT GROUP LIMITED(CTO.SI)$Waiting this stock to fly again…

2021-07-07

$Atossa Genetics(ATOS)$Yoohoo!!

2021-07-07

$National Energy Services Reunited Corp.(NESR)$Damn….

2021-07-06

Well done AMC!

Tesla, Apple, AMC Are The Most Popular Foreign Stocks Among South Koreans This Year

2021-07-02

Netflix go go go!

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href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Don't say that I bo jio 😉","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Don't say that I bo jio 😉","text":"$Palantir Technologies Inc.(PLTR)$ Don't say that I bo jio 😉","images":[{"img":"https://community-static.tradeup.com/news/75ba1e420b3d57d9d1aa142a2f847612","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314524493754672","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":314523635036240,"gmtCreate":1717819444620,"gmtModify":1718185108656,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; Thank you Nvidia 🙏🙏 Will accumulate more.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; Thank you Nvidia 🙏🙏 Will accumulate more.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Thank you Nvidia 🙏🙏 Will accumulate more.","images":[{"img":"https://community-static.tradeup.com/news/686e616318ea10c3a8f7eddbb95ecd3e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314523635036240","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":208806541324400,"gmtCreate":1692002124479,"gmtModify":1692002127327,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Straits Times Index(STI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/208806541324400","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197718331265216,"gmtCreate":1689305257125,"gmtModify":1689305260471,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H15.SI\">$HOTEL PROPERTIES LTD(H15.SI)$&nbsp;</a> coming few more days will drop more due to graft probe.&nbsp;","listText":"<a href=\"https://ttm.financial/S/H15.SI\">$HOTEL PROPERTIES LTD(H15.SI)$&nbsp;</a> coming few more days will drop more due to graft probe.&nbsp;","text":"$HOTEL PROPERTIES LTD(H15.SI)$ coming few more days will drop more due to graft probe.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197718331265216","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184751922352304,"gmtCreate":1686129838303,"gmtModify":1686129840399,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184751922352304","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970192049,"gmtCreate":1684122739281,"gmtModify":1684122743001,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$&nbsp;</a>Will drop till $0.90. Don't go in now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$&nbsp;</a>Will drop till $0.90. Don't go in now.&nbsp;","text":"$PROPNEX LIMITED(OYY.SI)$ Will drop till $0.90. Don't go in now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":1,"link":"https://ttm.financial/post/9970192049","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573674112354781","authorId":"3573674112354781","name":"SHS","avatar":"https://community-static.tradeup.com/news/f3bc4fe5aebb835ddcea9cf557951b4e","crmLevel":1,"crmLevelSwitch":0},"content":"Hi. Why the price drop from 1.2 ?","text":"Hi. Why the price drop from 1.2 ?","html":"Hi. Why the price drop from 1.2 ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954531926,"gmtCreate":1676451200066,"gmtModify":1676451203545,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CTO.SI\">$HONG LAI HUAT GROUP LIMITED(CTO.SI)$&nbsp;</a>Not bad for today","listText":"<a href=\"https://ttm.financial/S/CTO.SI\">$HONG LAI HUAT GROUP LIMITED(CTO.SI)$&nbsp;</a>Not bad for today","text":"$HONG LAI HUAT GROUP LIMITED(CTO.SI)$ Not bad for today","images":[{"img":"https://community-static.tradeup.com/news/5249ece5201aa0ebdebf369a5bf52063","width":"1170","height":"1851"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954531926","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954103240,"gmtCreate":1676043008880,"gmtModify":1676043011837,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a>I guess the share price drop due to Tin Pei Ling join Grab","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a>I guess the share price drop due to Tin Pei Ling join Grab","text":"$Grab Holdings(GRAB)$ I guess the share price drop due to Tin Pei Ling join Grab","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954103240","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967727013,"gmtCreate":1670380556932,"gmtModify":1676538356786,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$NASDAQ(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967727013","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981755164,"gmtCreate":1666604794659,"gmtModify":1676537776564,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"The support is around 14800 points&nbsp;and bounce back for short while before heading down to 13000 points&nbsp;","listText":"The support is around 14800 points&nbsp;and bounce back for short while before heading down to 13000 points&nbsp;","text":"The support is around 14800 points and bounce back for short while before heading down to 13000 points","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981755164","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917069205,"gmtCreate":1665389991608,"gmtModify":1676537597779,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good article!","listText":"Good article!","text":"Good article!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917069205","repostId":"1129204631","repostType":4,"repost":{"id":"1129204631","pubTimestamp":1665415321,"share":"https://www.laohu8.com/m/news/1129204631?lang=&edition=full","pubTime":"2022-10-10 23:22","market":"us","language":"en","title":"The 2022 Bear Market Cycle May Be Far From Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1129204631","media":"Seeking Alpha","summary":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.</li><li>However, that doesn&#39;t mean it will be the bottom.</li><li>Whether the market bottoms or not will depend on interest rates.</li></ul><p>The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&amp;P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.</p><p>The mid-August peak served as another turning point for the S&amp;P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.</p><p><img src=\"https://static.tigerbbs.com/49a5b3b87d56cd4bd4441ffe78d7917b\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>An October New Low?</b></p><p>From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.</p><p>It&#39;s All About Rates</p><p>The S&amp;P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn&#39;t see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.</p><p><img src=\"https://static.tigerbbs.com/cbe9b42330ab57d8cb7fcad9ad287b66\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Since 2014, the average spread between the S&amp;P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&amp;P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.</p><p><img src=\"https://static.tigerbbs.com/716b902ff03171d3d6501fc54cd5e4ff\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Another 9% Decline?</p><p>The S&amp;P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&amp;P 500 back to a historically average fair value.</p><p>With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&amp;P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.</p><p><img src=\"https://static.tigerbbs.com/65e039fb8224601f45af66fa8d842e51\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&amp;P 500 will need to continue to decline with the pace of rates risings.</p><p>Rate Cuts?</p><p>Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.</p><p><img src=\"https://static.tigerbbs.com/446920a17ef8c631f042c4e6c66a83c5\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.</p><p><img src=\"https://static.tigerbbs.com/4ebdd77840eddc274c550c53a8b6d962\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.</p><p><img src=\"https://static.tigerbbs.com/a37e7dfd2cd888c6f32ea805482bc8b2\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In this case, Friday&#39;s job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.</p><p>If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren&#39;t finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 2022 Bear Market Cycle May Be Far From Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 2022 Bear Market Cycle May Be Far From Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129204631","content_text":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on interest rates.The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.The mid-August peak served as another turning point for the S&P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.BloombergAn October New Low?From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.It's All About RatesThe S&P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn't see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.BloombergSince 2014, the average spread between the S&P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.BloombergAnother 9% Decline?The S&P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&P 500 back to a historically average fair value.With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.BloombergWhat will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&P 500 will need to continue to decline with the pace of rates risings.Rate Cuts?Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.BloombergAs the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.BloombergMeanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.BloombergIn this case, Friday's job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren't finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041667755,"gmtCreate":1656044213377,"gmtModify":1676535757843,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a><v-v data-views=\"1\"></v-v>bullish","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a><v-v data-views=\"1\"></v-v>bullish","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041667755","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060188005,"gmtCreate":1651108781073,"gmtModify":1676534851970,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Lao sai stock..sigh","listText":"Lao sai stock..sigh","text":"Lao sai stock..sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060188005","repostId":"9060112019","repostType":1,"repost":{"id":9060112019,"gmtCreate":1651108135129,"gmtModify":1676534851764,"author":{"id":"4092357140544090","authorId":"4092357140544090","name":"RK777","avatar":"https://community-static.tradeup.com/news/bf5de62b1af3000aab73c0d7a5a3c6c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>What just happened?? I go pang sai for just 5 mins and drop 15% !?","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>What just happened?? I go pang sai for just 5 mins and drop 15% !?","text":"$SEMBCORP MARINE LTD(S51.SI)$What just happened?? I go pang sai for just 5 mins and drop 15% !?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060112019","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035398434,"gmtCreate":1647503139424,"gmtModify":1676534238329,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AGS.SI\">$THE HOUR GLASS LIMITED(AGS.SI)$</a>https://www.businesstimes.com.sg/stocks/brokers-take-dbs-initiates-the-hour-glass-with-buy-on-asias-growing-wealth","listText":"<a href=\"https://ttm.financial/S/AGS.SI\">$THE HOUR GLASS LIMITED(AGS.SI)$</a>https://www.businesstimes.com.sg/stocks/brokers-take-dbs-initiates-the-hour-glass-with-buy-on-asias-growing-wealth","text":"$THE HOUR GLASS LIMITED(AGS.SI)$https://www.businesstimes.com.sg/stocks/brokers-take-dbs-initiates-the-hour-glass-with-buy-on-asias-growing-wealth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035398434","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885565784,"gmtCreate":1631804012048,"gmtModify":1676530641077,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Yes! Next target $48","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Yes! Next target $48","text":"$Palantir Technologies Inc.(PLTR)$Yes! Next target $48","images":[{"img":"https://static.tigerbbs.com/86c81abafa45306b95160a1e71672103","width":"1242","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885565784","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146666252,"gmtCreate":1626077246476,"gmtModify":1703752847333,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CTO.SI\">$HONG LAI HUAT GROUP LIMITED(CTO.SI)$</a>Waiting this stock to fly again…","listText":"<a href=\"https://laohu8.com/S/CTO.SI\">$HONG LAI HUAT GROUP LIMITED(CTO.SI)$</a>Waiting this stock to fly again…","text":"$HONG LAI HUAT GROUP LIMITED(CTO.SI)$Waiting this stock to fly again…","images":[{"img":"https://static.tigerbbs.com/63e83ee492a909eacae5e3e9bf98fc84","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146666252","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157537803,"gmtCreate":1625587869002,"gmtModify":1703744553564,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>Yoohoo!!","listText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>Yoohoo!!","text":"$Atossa Genetics(ATOS)$Yoohoo!!","images":[{"img":"https://static.tigerbbs.com/b3499f9c98f6fdcccebe0dbc89ca2937","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157537803","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157534502,"gmtCreate":1625587810306,"gmtModify":1703744548800,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NESR\">$National Energy Services Reunited Corp.(NESR)$</a>Damn….","listText":"<a href=\"https://laohu8.com/S/NESR\">$National Energy Services Reunited Corp.(NESR)$</a>Damn….","text":"$National Energy Services Reunited Corp.(NESR)$Damn….","images":[{"img":"https://static.tigerbbs.com/a070095b984a7715ff0dc765a27e29d1","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157534502","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157974732,"gmtCreate":1625562667626,"gmtModify":1703743798474,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Well done AMC!","listText":"Well done AMC!","text":"Well done AMC!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157974732","repostId":"1115304576","repostType":4,"repost":{"id":"1115304576","pubTimestamp":1625561628,"share":"https://www.laohu8.com/m/news/1115304576?lang=&edition=full","pubTime":"2021-07-06 16:53","market":"us","language":"en","title":"Tesla, Apple, AMC Are The Most Popular Foreign Stocks Among South Koreans This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1115304576","media":"Benzinga","summary":"South Korean domiciled investors bought and sold shares worth billions in U.S.-listed companies duri","content":"<p>South Korean domiciled investors bought and sold shares worth billions in U.S.-listed companies during the first half of 2021, with&nbsp;<b>Tesla Inc</b>&nbsp;leading the pack as the No. 1 favorite stock, The Korea Herald&nbsp;reported&nbsp;on Monday — citing data from the Korea Securities Depository.</p>\n<p><b>What Happened:</b>Investors bought orders of $9.6 billion and sold stocks worth $7.9 billion in Tesla during the first six months of 2021, with the stock topping the list of the most actively traded foreign stocks, the report noted.</p>\n<p><b>Apple Inc</b>&nbsp;emerged as&nbsp;the second favorite with South Korean traders buying shares worth $3.2 billion in the Cupertino, California-based company in the first half of the year.</p>\n<p>Retail-favorite&nbsp;<b>AMC</b>&nbsp;<b>Entertainment Holdings Inc</b>&nbsp;and&nbsp;<b>Churchill Capital IV</b>&nbsp;, a special purpose acquisition company that announced a merger plan with electric vehicle maker Lucid Motors, were also among the top buys for South Koreans,&nbsp;as per the Korea Herald.</p>\n<p>The U.S. stock market overall&nbsp;was a favorite destination for Korean investors who bought $103.4 billion worth of US-listed stocks, followed by Hong Kong, China and Japan.</p>\n<p><b>Price Action:</b>Tesla shares closed 0.14% higher at $678.90 on Friday and Apple shares closed 1.96% higher at $139.96.&nbsp;AMC stock closed 4.17% lower at $51.96 on Friday.</p>","source":"lsy1606299360108","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, Apple, AMC Are The Most Popular Foreign Stocks Among South Koreans This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Apple, AMC Are The Most Popular Foreign Stocks Among South Koreans This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>South Korean domiciled investors bought and sold shares worth billions in U.S.-listed companies during the first half of 2021, with Tesla Inc leading the pack as the No. 1 favorite stock, The Korea ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year\">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","AAPL":"苹果","AMC":"AMC院线"},"source_url":"https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115304576","content_text":"South Korean domiciled investors bought and sold shares worth billions in U.S.-listed companies during the first half of 2021, with Tesla Inc leading the pack as the No. 1 favorite stock, The Korea Herald reported on Monday — citing data from the Korea Securities Depository.\nWhat Happened:Investors bought orders of $9.6 billion and sold stocks worth $7.9 billion in Tesla during the first six months of 2021, with the stock topping the list of the most actively traded foreign stocks, the report noted.\nApple Inc emerged as the second favorite with South Korean traders buying shares worth $3.2 billion in the Cupertino, California-based company in the first half of the year.\nRetail-favorite AMC Entertainment Holdings Inc and Churchill Capital IV , a special purpose acquisition company that announced a merger plan with electric vehicle maker Lucid Motors, were also among the top buys for South Koreans, as per the Korea Herald.\nThe U.S. stock market overall was a favorite destination for Korean investors who bought $103.4 billion worth of US-listed stocks, followed by Hong Kong, China and Japan.\nPrice Action:Tesla shares closed 0.14% higher at $678.90 on Friday and Apple shares closed 1.96% higher at $139.96. AMC stock closed 4.17% lower at $51.96 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156660490,"gmtCreate":1625218555210,"gmtModify":1703738588214,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Netflix&nbsp;go go go!","listText":"Netflix&nbsp;go go go!","text":"Netflix go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156660490","repostId":"1113667158","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":314523635036240,"gmtCreate":1717819444620,"gmtModify":1718185108656,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; Thank you Nvidia 🙏🙏 Will accumulate more.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp; Thank you Nvidia 🙏🙏 Will accumulate more.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Thank you Nvidia 🙏🙏 Will accumulate more.","images":[{"img":"https://community-static.tradeup.com/news/686e616318ea10c3a8f7eddbb95ecd3e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314523635036240","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970192049,"gmtCreate":1684122739281,"gmtModify":1684122743001,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$&nbsp;</a>Will drop till $0.90. Don't go in now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$&nbsp;</a>Will drop till $0.90. Don't go in now.&nbsp;","text":"$PROPNEX LIMITED(OYY.SI)$ Will drop till $0.90. Don't go in now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":1,"link":"https://ttm.financial/post/9970192049","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573674112354781","authorId":"3573674112354781","name":"SHS","avatar":"https://community-static.tradeup.com/news/f3bc4fe5aebb835ddcea9cf557951b4e","crmLevel":1,"crmLevelSwitch":0},"content":"Hi. Why the price drop from 1.2 ?","text":"Hi. Why the price drop from 1.2 ?","html":"Hi. Why the price drop from 1.2 ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156660490,"gmtCreate":1625218555210,"gmtModify":1703738588214,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Netflix&nbsp;go go go!","listText":"Netflix&nbsp;go go go!","text":"Netflix go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156660490","repostId":"1113667158","repostType":4,"repost":{"id":"1113667158","pubTimestamp":1625218111,"share":"https://www.laohu8.com/m/news/1113667158?lang=&edition=full","pubTime":"2021-07-02 17:28","market":"us","language":"en","title":"Netflix Stock Forecast: Is More Growth In Store?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113667158","media":"seekingalpha","summary":"Summary\n\nPrior to 2020, I was bearish on Netflix due to negative cash flow and a speculative busines","content":"<p><b>Summary</b></p>\n<ul>\n <li>Prior to 2020, I was bearish on Netflix due to negative cash flow and a speculative business model.</li>\n <li>If not for the pandemic, these concerns might have mattered. Instead, with billions of people locked at home, Netflix gained nearly 37 million new subscribers in 2020.</li>\n <li>Monthly subscribers are pretty sticky, and the cash flow gains should be more or less locked-in for Netflix.</li>\n <li>With a massive subscriber base and positive cash flow, Netflix has a ton of optionality. Netflix plans to get into the merchandising business as well, bringing new opportunities to profit.</li>\n</ul>\n<p><b>Why I Changed My Mind on Netflix</b></p>\n<p>Back in 2019, I wrote an article about why I was bearish on Netflix (NFLX). Today, I'm sharing why I've changed my mind and bought NFLX stock. At the time of my prior article, Netflix had negative cash flow, was losing US subscribers, and was still borrowing heavily in the junk bond market to produce content. What I never foresaw–less than a year after writing that article, the world stopped on a dime with government-imposed shutdowns. After the lockdowns, I found that nights out on the town with friends were replaced with entertainment at home. I wasn't alone in the change. In 2020, Netflixgained nearly 37 millionsubscribers, putting their global total at 200+ million.</p>\n<p>The rush of new subscribers means more leverage/pricing power to license content, better cash flow, and with that cash the ability to produce high-quality content at a low cost of capital. The network effect of gaining subscribers means that the more Netflix grows, the better the economics of the business is for them. As such, NFLX stock was very strong during the start of the pandemic but has traded sideways recently. I'm constantly throwing water on tech valuations here–the truth is that large sections of large-cap tech are currently overvalued. Netflix has a high valuation as well, but continued subscriber growth and the inherent stickiness of subscription revenue gives Netflix a lot of optionality that can help NFLX stock appreciate in value. NLFX may not be as expensive as it looks if growth trends continue over the next few years. Last quarter, for example, analysts expected Netflix to earn $2.99, they crushed estimates andended up earning $3.75,yet the stock got crushed because traders wanted even more. If you're willing to buy and wait a year or two, I think Netflix could pull through yet again with big gains.</p>\n<p><img src=\"https://static.tigerbbs.com/2445c827bb25b60b6679b7b1bfee9c6e\" tg-width=\"635\" tg-height=\"449\"></p>\n<p>Data by YCharts</p>\n<p>It's also worth discussing what is going on with the competition. Amazon (AMZN) is facing increasing amounts of political pressure and antitrust scrutiny, while Apple (AAPL) faces antitrust action in the EU over its music streaming service. Netflix has roughly 1/10 of the market capitalization of Apple and Amazon and is not getting heavily involved in political food fights the way other tech companies are. This should allow Netflix to focus on executing its business plan while competitors focus on putting out fires in Washington DC.</p>\n<p><b>Is Netflix Stock a Buy Now?</b></p>\n<p>The valuation is high, but over the long run, Netflix's subscriber growth curve over the last 20 years has been nothing short of incredible. As subscribers continue to grow, margins should grow as well, and Netflix can start producing more and more cash flow. Assuming growth can keep rolling in, Netflix stock is an easy buy.</p>\n<p><img src=\"https://static.tigerbbs.com/3faa28f8d9f3e9b96bf2ff916532dd9f\" tg-width=\"640\" tg-height=\"485\"></p>\n<p><i>Source:Backlinko</i></p>\n<p>Behind the growth curve lies a history of a company that almost didn't make it to where it is today. In September 2000, Netflix was in trouble as the dot-com boom turned to bust. Netflix CEO Reed Hastings and a few of his lieutenants were summoned to Blockbuster headquarters in Dallas. On the table– a proposed rescue of Netflix by Blockbuster. Netflix would become Blockbuster's online and mail rental division, while Blockbuster would focus on retail. Hastings proposed that Netflix and Blockbuster join forces. His price? $50 million. Netflix executives werelaughed out of the meeting.</p>\n<p>Netflix found the financing they needed to survive elsewhere, and the meeting in Dallas went down as one of the most ironic in the history of tech, with Blockbuster going out of business less than 10 years later and Netflix becoming one of the best-performing stocks of the 21st century.</p>\n<p>Are stories like these just survivorship bias? No one knows for sure. Apple nearly went bankrupt in the 1990s, Netflix turned down a buyout offer from Amazon in 1998, and countless other high-flying tech companies either failed or were bought out at low prices by competitors. Netflix became a heavily shorted stock in the 2010s but proved doubters wrong, raising the money they needed to cover their losses while rapidly growing subscribers. Today's Netflix is different, with the company having a well-entrenched network effect and optionality to monetize subscribers in different ways. Netflix'scredit rating has been upgraded, and the company looks like it will be upgraded to investment grade soon. For example, Netflix could use their lower cost of capital to buy a Hollywood studio, a Bollywood studio, and/or a live sports TV provider like fuboTV (FUBO). Going up the food chain, it's possible that Apple could acquire Netflix. Netflix is also looking to make money through an online merchandise shop, which I'll cover in a bit.</p>\n<p><b>Netflix Stock Forecast</b></p>\n<p>In 2021, analysts expect Netflixto earn$10.59 per share. For 2022, analysts expect $13.05 in earnings. At least 10 sell-side analysts are providing estimates to 2025 when they expect Netflix to earn $25.66 per share (I generally crowdsource earnings estimates and make adjustments when I think there is a systematic bias). At today's stock price and 2025 earnings, Netflix would be trading for only 21x earnings. Netflix's high valuation creates risks, but the large subscriber base means that NFLX has many routes to growth. If NFLX can maintain a multiple of 35x in 2025 and analyst earnings estimates are correct, then that would imply a 2025 price for NFLX of roughly $930 per share.</p>\n<p>This means a total return for NFLX of roughly 15 percent per year assuming a moderate amount of multiple contraction and steady growth. Stocks like NFLX are notoriously hard to value, the range of analyst earnings estimates are wide and P/E ratios for growth stocks fluctuate in line with market conditions. The analyst numbers seem reasonable, and they may be too low if Netflix finds clever ways to monetize their subscribers. Any time you buy a stock like Netflix for as high as a multiple as it trades for, you incur risk. Given the long-term growth trends, however, I think that the risk is more than offset by the potential upside if Netflix is part of a well-diversified portfolio.</p>\n<p>Overall, NFLX is a reasonable investment. In the event of a market pullback, NFLX could be a great stock to buy on the tip. I believe that NFLX has a much easier path to doubling in price than other FAANG stocks. I own a lot of value stocks, so I buy tech as well to balance out the portfolio. Netflix has a much smaller market cap and a subscription-based model. Apple, Amazon, and Facebook's(NASDAQ:FB)ability to grow are increasingly constrained by politics. Facebook was pretty cheap in the fall, now I think it's fairly valued going forward. After analyzing all of them, I think Netflix and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)will have the best returns of the FAANG stocks going forward. For Netflix in particular, one more potential opportunity comes from their online shop.</p>\n<p><b>Netflix's Online Shop</b></p>\n<p>Netflix is making its first entry into e-commerce with the opening ofNetflix.shop. Fans will be able to buy merchandise related to Netflix's content at a price point from $30 to $135. This takes a page out of Disney's (DIS) playbook, which makes billions of dollars per year fromlicensing and selling merchandise. Disney makes $3 billion per yearfrom licensing alone with very little cost or risk associated.</p>\n<p>Netflix alsocut a dealwith Steven Spielberg's production company. Spielberg directed the popular Indiana Jones movies and Jurassic Park. Spielberg is 74 years old as of my writing this but may have at least one big hit left in his career. The idea may be that Netflix can get some synergy out of Spielberg's new productions and their online merchandise shop. Netflix has everything to gain and little to lose from merchandising, and developing alternative streams of revenue can help sustain Netflix's P/E multiple and offer new routes to growth.</p>\n<p>With 200+ million subscribers, this is just one way that Netflix can earn more money from their customers. While I don't know whether Netflix can approach the level of success that Disney has had with merchandising, they are following a proven and effective business model that movie studios have used to milk additional profit out of the money they spend on creating content.</p>\n<p><b>Conclusion</b></p>\n<p>Netflix's huge gains in subscribers came at the perfect time. With production restarting after the coronavirus and Netflix having a current audience of over 200 million subscribers, there are plenty of ways for the stock to grow into its valuation. With an improved credit rating and cheap capital at its disposal, Netflix could look to make acquisitions or continue to invest in content without fear of a shortfall of cash. Netflix is cash flow positive and has great optionality from making acquisitions, growing organically, and executing existing business plans like its online shop. With consensus earnings estimates looking good and a deeply entrenched network effect, Netflix stock could steadily appreciate over the coming years.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Stock Forecast: Is More Growth In Store?</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\">\nNetflix Stock Forecast: Is More Growth In Store?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437324-netflix-stock-forecast-is-more-growth-in-store><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPrior to 2020, I was bearish on Netflix due to negative cash flow and a speculative business model.\nIf not for the pandemic, these concerns might have mattered. Instead, with billions of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437324-netflix-stock-forecast-is-more-growth-in-store\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/article/4437324-netflix-stock-forecast-is-more-growth-in-store","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1113667158","content_text":"Summary\n\nPrior to 2020, I was bearish on Netflix due to negative cash flow and a speculative business model.\nIf not for the pandemic, these concerns might have mattered. Instead, with billions of people locked at home, Netflix gained nearly 37 million new subscribers in 2020.\nMonthly subscribers are pretty sticky, and the cash flow gains should be more or less locked-in for Netflix.\nWith a massive subscriber base and positive cash flow, Netflix has a ton of optionality. Netflix plans to get into the merchandising business as well, bringing new opportunities to profit.\n\nWhy I Changed My Mind on Netflix\nBack in 2019, I wrote an article about why I was bearish on Netflix (NFLX). Today, I'm sharing why I've changed my mind and bought NFLX stock. At the time of my prior article, Netflix had negative cash flow, was losing US subscribers, and was still borrowing heavily in the junk bond market to produce content. What I never foresaw–less than a year after writing that article, the world stopped on a dime with government-imposed shutdowns. After the lockdowns, I found that nights out on the town with friends were replaced with entertainment at home. I wasn't alone in the change. In 2020, Netflixgained nearly 37 millionsubscribers, putting their global total at 200+ million.\nThe rush of new subscribers means more leverage/pricing power to license content, better cash flow, and with that cash the ability to produce high-quality content at a low cost of capital. The network effect of gaining subscribers means that the more Netflix grows, the better the economics of the business is for them. As such, NFLX stock was very strong during the start of the pandemic but has traded sideways recently. I'm constantly throwing water on tech valuations here–the truth is that large sections of large-cap tech are currently overvalued. Netflix has a high valuation as well, but continued subscriber growth and the inherent stickiness of subscription revenue gives Netflix a lot of optionality that can help NFLX stock appreciate in value. NLFX may not be as expensive as it looks if growth trends continue over the next few years. Last quarter, for example, analysts expected Netflix to earn $2.99, they crushed estimates andended up earning $3.75,yet the stock got crushed because traders wanted even more. If you're willing to buy and wait a year or two, I think Netflix could pull through yet again with big gains.\n\nData by YCharts\nIt's also worth discussing what is going on with the competition. Amazon (AMZN) is facing increasing amounts of political pressure and antitrust scrutiny, while Apple (AAPL) faces antitrust action in the EU over its music streaming service. Netflix has roughly 1/10 of the market capitalization of Apple and Amazon and is not getting heavily involved in political food fights the way other tech companies are. This should allow Netflix to focus on executing its business plan while competitors focus on putting out fires in Washington DC.\nIs Netflix Stock a Buy Now?\nThe valuation is high, but over the long run, Netflix's subscriber growth curve over the last 20 years has been nothing short of incredible. As subscribers continue to grow, margins should grow as well, and Netflix can start producing more and more cash flow. Assuming growth can keep rolling in, Netflix stock is an easy buy.\n\nSource:Backlinko\nBehind the growth curve lies a history of a company that almost didn't make it to where it is today. In September 2000, Netflix was in trouble as the dot-com boom turned to bust. Netflix CEO Reed Hastings and a few of his lieutenants were summoned to Blockbuster headquarters in Dallas. On the table– a proposed rescue of Netflix by Blockbuster. Netflix would become Blockbuster's online and mail rental division, while Blockbuster would focus on retail. Hastings proposed that Netflix and Blockbuster join forces. His price? $50 million. Netflix executives werelaughed out of the meeting.\nNetflix found the financing they needed to survive elsewhere, and the meeting in Dallas went down as one of the most ironic in the history of tech, with Blockbuster going out of business less than 10 years later and Netflix becoming one of the best-performing stocks of the 21st century.\nAre stories like these just survivorship bias? No one knows for sure. Apple nearly went bankrupt in the 1990s, Netflix turned down a buyout offer from Amazon in 1998, and countless other high-flying tech companies either failed or were bought out at low prices by competitors. Netflix became a heavily shorted stock in the 2010s but proved doubters wrong, raising the money they needed to cover their losses while rapidly growing subscribers. Today's Netflix is different, with the company having a well-entrenched network effect and optionality to monetize subscribers in different ways. Netflix'scredit rating has been upgraded, and the company looks like it will be upgraded to investment grade soon. For example, Netflix could use their lower cost of capital to buy a Hollywood studio, a Bollywood studio, and/or a live sports TV provider like fuboTV (FUBO). Going up the food chain, it's possible that Apple could acquire Netflix. Netflix is also looking to make money through an online merchandise shop, which I'll cover in a bit.\nNetflix Stock Forecast\nIn 2021, analysts expect Netflixto earn$10.59 per share. For 2022, analysts expect $13.05 in earnings. At least 10 sell-side analysts are providing estimates to 2025 when they expect Netflix to earn $25.66 per share (I generally crowdsource earnings estimates and make adjustments when I think there is a systematic bias). At today's stock price and 2025 earnings, Netflix would be trading for only 21x earnings. Netflix's high valuation creates risks, but the large subscriber base means that NFLX has many routes to growth. If NFLX can maintain a multiple of 35x in 2025 and analyst earnings estimates are correct, then that would imply a 2025 price for NFLX of roughly $930 per share.\nThis means a total return for NFLX of roughly 15 percent per year assuming a moderate amount of multiple contraction and steady growth. Stocks like NFLX are notoriously hard to value, the range of analyst earnings estimates are wide and P/E ratios for growth stocks fluctuate in line with market conditions. The analyst numbers seem reasonable, and they may be too low if Netflix finds clever ways to monetize their subscribers. Any time you buy a stock like Netflix for as high as a multiple as it trades for, you incur risk. Given the long-term growth trends, however, I think that the risk is more than offset by the potential upside if Netflix is part of a well-diversified portfolio.\nOverall, NFLX is a reasonable investment. In the event of a market pullback, NFLX could be a great stock to buy on the tip. I believe that NFLX has a much easier path to doubling in price than other FAANG stocks. I own a lot of value stocks, so I buy tech as well to balance out the portfolio. Netflix has a much smaller market cap and a subscription-based model. Apple, Amazon, and Facebook's(NASDAQ:FB)ability to grow are increasingly constrained by politics. Facebook was pretty cheap in the fall, now I think it's fairly valued going forward. After analyzing all of them, I think Netflix and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)will have the best returns of the FAANG stocks going forward. For Netflix in particular, one more potential opportunity comes from their online shop.\nNetflix's Online Shop\nNetflix is making its first entry into e-commerce with the opening ofNetflix.shop. Fans will be able to buy merchandise related to Netflix's content at a price point from $30 to $135. This takes a page out of Disney's (DIS) playbook, which makes billions of dollars per year fromlicensing and selling merchandise. Disney makes $3 billion per yearfrom licensing alone with very little cost or risk associated.\nNetflix alsocut a dealwith Steven Spielberg's production company. Spielberg directed the popular Indiana Jones movies and Jurassic Park. Spielberg is 74 years old as of my writing this but may have at least one big hit left in his career. The idea may be that Netflix can get some synergy out of Spielberg's new productions and their online merchandise shop. Netflix has everything to gain and little to lose from merchandising, and developing alternative streams of revenue can help sustain Netflix's P/E multiple and offer new routes to growth.\nWith 200+ million subscribers, this is just one way that Netflix can earn more money from their customers. While I don't know whether Netflix can approach the level of success that Disney has had with merchandising, they are following a proven and effective business model that movie studios have used to milk additional profit out of the money they spend on creating content.\nConclusion\nNetflix's huge gains in subscribers came at the perfect time. With production restarting after the coronavirus and Netflix having a current audience of over 200 million subscribers, there are plenty of ways for the stock to grow into its valuation. With an improved credit rating and cheap capital at its disposal, Netflix could look to make acquisitions or continue to invest in content without fear of a shortfall of cash. Netflix is cash flow positive and has great optionality from making acquisitions, growing organically, and executing existing business plans like its online shop. With consensus earnings estimates looking good and a deeply entrenched network effect, Netflix stock could steadily appreciate over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981755164,"gmtCreate":1666604794659,"gmtModify":1676537776564,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"The support is around 14800 points&nbsp;and bounce back for short while before heading down to 13000 points&nbsp;","listText":"The support is around 14800 points&nbsp;and bounce back for short while before heading down to 13000 points&nbsp;","text":"The support is around 14800 points and bounce back for short while before heading down to 13000 points","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981755164","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124384737,"gmtCreate":1624743928629,"gmtModify":1703844232330,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Alibaba stock will go up!","listText":"Alibaba stock will go up!","text":"Alibaba stock will go up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124384737","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://www.laohu8.com/m/news/1164137597?lang=&edition=full","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Can BABA Get Back To $300? Yes, It Can</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127526613,"gmtCreate":1624857803532,"gmtModify":1703846367665,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127526613","repostId":"2146007118","repostType":4,"repost":{"id":"2146007118","pubTimestamp":1624826996,"share":"https://www.laohu8.com/m/news/2146007118?lang=&edition=full","pubTime":"2021-06-28 04:49","market":"us","language":"en","title":"June jobs report, Consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2146007118","media":"Yahoo Finance","summary":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.However, a confluence of ","content":"<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.</p>\n<p>On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.</p>\n<p>Non-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.</p>\n<p>\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"</p>\n<p>Even with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.</p>\n<p>But both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b881fe96eccc72cff61bf35b0dfa72fa\" tg-width=\"5210\" tg-height=\"3404\" referrerpolicy=\"no-referrer\"><span>SAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images</span></p>\n<p>\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"</p>\n<p>However, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.</p>\n<p>\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"</p>\n<p>\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"</p>\n<h2>Consumer confidence</h2>\n<h2></h2>\n<p>Another closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.</p>\n<p>The headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.</p>\n<p>Like investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.</p>\n<p>Not only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.</p>\n<p>\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"</p>\n<p>Still, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.</p>\n<h2>Economic Calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&amp;P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);</p></li>\n <li><p><b>Thursday: </b>Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)</p></li>\n <li><p><b>Friday: </b>Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)</p></li>\n</ul>\n<h2>Earnings Calendar</h2>\n<ul>\n <li><p><b>Monday:</b> N/A</p></li>\n <li><p><b>Tuesday: </b>N/A</p></li>\n <li><p><b>Wednesday: </b>Constellation Brands (STZ), Bed Bath &amp; Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close</p></li>\n <li><p><b>Thursday: </b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA) before market open</p></li>\n <li><p><b>Friday:</b> N/A</p></li>\n</ul>","source":"yahoofinance_au","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>June jobs report, Consumer confidence: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nJune jobs report, Consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 04:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146007118","content_text":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.\nOn Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.\nNon-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.\n\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"\nEven with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.\nBut both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.\nSAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images\n\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"\nHowever, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.\n\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"\n\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"\nConsumer confidence\n\nAnother closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.\nThe headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.\nLike investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.\nNot only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.\n\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"\nStill, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.\nEconomic Calendar\n\nMonday: Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)\nTuesday: FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&P CoreLogic Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)\nWednesday: MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);\nThursday: Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); Markit US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)\nFriday: Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)\n\nEarnings Calendar\n\nMonday: N/A\nTuesday: N/A\nWednesday: Constellation Brands (STZ), Bed Bath & Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close\nThursday: Walgreens Boots Alliance (WBA) before market open\nFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157537803,"gmtCreate":1625587869002,"gmtModify":1703744553564,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>Yoohoo!!","listText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>Yoohoo!!","text":"$Atossa Genetics(ATOS)$Yoohoo!!","images":[{"img":"https://static.tigerbbs.com/b3499f9c98f6fdcccebe0dbc89ca2937","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157537803","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126636646,"gmtCreate":1624557326685,"gmtModify":1703840367878,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>to the moon","listText":"<a href=\"https://laohu8.com/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>to the moon","text":"$PROPNEX LIMITED(OYY.SI)$to the moon","images":[{"img":"https://static.tigerbbs.com/0889daabadbbc5f45cd8808dd7121d76","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126636646","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":197718331265216,"gmtCreate":1689305257125,"gmtModify":1689305260471,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H15.SI\">$HOTEL PROPERTIES LTD(H15.SI)$&nbsp;</a> coming few more days will drop more due to graft probe.&nbsp;","listText":"<a href=\"https://ttm.financial/S/H15.SI\">$HOTEL PROPERTIES LTD(H15.SI)$&nbsp;</a> coming few more days will drop more due to graft probe.&nbsp;","text":"$HOTEL PROPERTIES LTD(H15.SI)$ coming few more days will drop more due to graft probe.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197718331265216","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917069205,"gmtCreate":1665389991608,"gmtModify":1676537597779,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good article!","listText":"Good article!","text":"Good article!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917069205","repostId":"1129204631","repostType":4,"repost":{"id":"1129204631","pubTimestamp":1665415321,"share":"https://www.laohu8.com/m/news/1129204631?lang=&edition=full","pubTime":"2022-10-10 23:22","market":"us","language":"en","title":"The 2022 Bear Market Cycle May Be Far From Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1129204631","media":"Seeking Alpha","summary":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.</li><li>However, that doesn&#39;t mean it will be the bottom.</li><li>Whether the market bottoms or not will depend on interest rates.</li></ul><p>The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&amp;P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.</p><p>The mid-August peak served as another turning point for the S&amp;P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.</p><p><img src=\"https://static.tigerbbs.com/49a5b3b87d56cd4bd4441ffe78d7917b\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>An October New Low?</b></p><p>From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.</p><p>It&#39;s All About Rates</p><p>The S&amp;P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn&#39;t see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.</p><p><img src=\"https://static.tigerbbs.com/cbe9b42330ab57d8cb7fcad9ad287b66\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Since 2014, the average spread between the S&amp;P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&amp;P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.</p><p><img src=\"https://static.tigerbbs.com/716b902ff03171d3d6501fc54cd5e4ff\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Another 9% Decline?</p><p>The S&amp;P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&amp;P 500 back to a historically average fair value.</p><p>With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&amp;P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.</p><p><img src=\"https://static.tigerbbs.com/65e039fb8224601f45af66fa8d842e51\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&amp;P 500 will need to continue to decline with the pace of rates risings.</p><p>Rate Cuts?</p><p>Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.</p><p><img src=\"https://static.tigerbbs.com/446920a17ef8c631f042c4e6c66a83c5\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.</p><p><img src=\"https://static.tigerbbs.com/4ebdd77840eddc274c550c53a8b6d962\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.</p><p><img src=\"https://static.tigerbbs.com/a37e7dfd2cd888c6f32ea805482bc8b2\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In this case, Friday&#39;s job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.</p><p>If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren&#39;t finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 2022 Bear Market Cycle May Be Far From Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 2022 Bear Market Cycle May Be Far From Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129204631","content_text":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on interest rates.The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.The mid-August peak served as another turning point for the S&P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.BloombergAn October New Low?From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.It's All About RatesThe S&P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn't see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.BloombergSince 2014, the average spread between the S&P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.BloombergAnother 9% Decline?The S&P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&P 500 back to a historically average fair value.With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.BloombergWhat will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&P 500 will need to continue to decline with the pace of rates risings.Rate Cuts?Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.BloombergAs the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.BloombergMeanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.BloombergIn this case, Friday's job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren't finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158882882,"gmtCreate":1625143979446,"gmtModify":1703737017130,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good news indeed!","listText":"Good news indeed!","text":"Good news indeed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158882882","repostId":"1131385251","repostType":4,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035398434,"gmtCreate":1647503139424,"gmtModify":1676534238329,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AGS.SI\">$THE HOUR GLASS LIMITED(AGS.SI)$</a>https://www.businesstimes.com.sg/stocks/brokers-take-dbs-initiates-the-hour-glass-with-buy-on-asias-growing-wealth","listText":"<a href=\"https://ttm.financial/S/AGS.SI\">$THE HOUR GLASS LIMITED(AGS.SI)$</a>https://www.businesstimes.com.sg/stocks/brokers-take-dbs-initiates-the-hour-glass-with-buy-on-asias-growing-wealth","text":"$THE HOUR GLASS LIMITED(AGS.SI)$https://www.businesstimes.com.sg/stocks/brokers-take-dbs-initiates-the-hour-glass-with-buy-on-asias-growing-wealth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035398434","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157974732,"gmtCreate":1625562667626,"gmtModify":1703743798474,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Well done AMC!","listText":"Well done AMC!","text":"Well done AMC!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157974732","repostId":"1115304576","repostType":4,"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184751922352304,"gmtCreate":1686129838303,"gmtModify":1686129840399,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184751922352304","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885565784,"gmtCreate":1631804012048,"gmtModify":1676530641077,"author":{"id":"3583488205363521","authorId":"3583488205363521","name":"Atlantis1920","avatar":"https://static.tigerbbs.com/744afa638bfd2f3c24cbf74206ec579c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Yes! 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