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Aaronnz

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2023-12-13

Wow

S&P 500: 2024 Investment Strategy - Continuing To Buy At Market Peaks

2021-07-29

Damn

Sorry, the original content has been removed

2021-07-26

Really

4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade

2021-07-14

Wow

Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade

2021-08-06

Oh no

Hong Kong shares slip as virus, regulatory concerns weigh

2021-07-29

Wow

Toplines Before US Market Open on Thursday

2021-07-14

Lol

Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade

2021-06-24

Hi

Sorry, the original content has been removed

2022-01-27

Then what happens to douyu stock holders

Douyu Jumped 6% in Morning Trading

2021-08-04

Hmm

Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports

2021-07-29

Hi

Hot Chinese concept stocks continued to rebound in premarket trading

2021-06-17

lol

Daimler speeds up shift to electric vehicles, Manager Magazin reports

2023-11-10

Haha

4 Singapore REITs and Business Trusts That Increased Their DPU

2022-05-20

Wow

Palantir: Visibility Into The Upside

2021-08-16

Wow

Sorry, the original content has been removed

2021-07-30

Wow

The $1.2 Trillion Infrastructure Bill Could Lift These Stocks

2021-07-26

Wow

4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade

2021-07-14

Hi

Stocks open higher as Powell says the Fed will not yet alter easy policy

2023-08-03

Wow

AMD's AI Future Is in Sight, but Are Expectations Too High?

2022-01-24

Wow

Down 38% to 51%: 3 Top Metaverse Stocks to Buy for 2022 and Beyond

Go to Tiger App to see more news

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18:08","market":"sg","language":"en","title":"Singtel S'pore Business Units Merged but \"Still Lots to Do\", Says S'pore CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1106898414","media":"Straits Times","summary":"SINGAPORE - With the merger between Singtel Singapore’s consumer and enterprise arms now complete in just over six months, the hard work of streamlining the integrated business will likely continue fo","content":"<div>\n<p>SINGAPORE - With the merger between Singtel Singapore’s consumer and enterprise arms now complete in just over six months, the hard work of streamlining the integrated business will likely continue ...</p>\n\n<a href=\"https://www.straitstimes.com/business/singtel-s-pore-business-units-merged-but-still-lots-to-do-says-s-pore-ceo\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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}\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\">\nSingtel S'pore Business Units Merged but \"Still Lots to Do\", Says S'pore CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-23 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.straitstimes.com/business/singtel-s-pore-business-units-merged-but-still-lots-to-do-says-s-pore-ceo><strong>Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE - With the merger between Singtel Singapore’s consumer and enterprise arms now complete in just over six months, the hard work of streamlining the integrated business will likely continue ...</p>\n\n<a href=\"https://www.straitstimes.com/business/singtel-s-pore-business-units-merged-but-still-lots-to-do-says-s-pore-ceo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信"},"source_url":"https://www.straitstimes.com/business/singtel-s-pore-business-units-merged-but-still-lots-to-do-says-s-pore-ceo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106898414","content_text":"SINGAPORE - With the merger between Singtel Singapore’s consumer and enterprise arms now complete in just over six months, the hard work of streamlining the integrated business will likely continue for at least another 2.5 years, its top executive said.“We have a three-year time frame to accomplish this multiphased consolidation,” Singtel Singapore’s chief executive Ng Tian Chong told The Straits Times.“While our people have settled into their roles, on my part – there’s still a lot to do,” added the ex-Hewlett Packard veteran of some 30 years, who was helicoptered in to helm the new entity in June 2023.The business restructuring is part of a strategic reset to jumpstart growth at Singtel, as well as to be “more agile, competitive and compelling when bringing solutions to market”, group CEO Yuen Kuan Moon had said in April 2023.That pivot began in May 2021, when the telco spun off its information and communications technology and digital services arm – NCS, enabling it to expand more quickly into the Asia-Pacific as an autonomous business unit.A year later, in July 2022, the group further decentralised its organisational structure by transferring the management of Optus Enterprise to Australia, where it is the second-largest telco.While the move gave Optus more operational autonomy and direct accountability, its management has since also come under scrutiny for failing to prevent a data breach in September 2022 and a 12-hour network-wide outage in November 2023.Some eight months earlier, in April 2023, the consolidation of Singtel’s consumer and enterprise business units, together with the setting up of an infrastructure unit called Digital InfraCo, was announced.All this is taking place as growth in Singtel has flatlined amid rising competition and changing consumer demands.Notably, the group’s half-year operating revenue to Sept 30, 2023, slipped 3 per cent to $7 billion from the same period the previous year. At the same time, earnings before interest and taxes (Ebit) or operating profit excluding contributions from associates, remained flat at $580 million.However, this was due largely to the impact of a strong Singapore dollar versus a weak Australian dollar, which had blunted both operating revenue and Ebit. They would have each posted a 1.5 per cent increase otherwise.While the mobile business, NCS and Digital InfraCo showed sustained growth, Singtel Singapore’s operating revenue was down 3 per cent for the same period, while Ebit declined by 4 per cent.Shares of Singtel are down by 3.6 per cent over the past year, and closed on Jan 22 at $2.39 each.But things should improve moving forward. Mr Ng said the inefficiencies that resulted from having two parallel business lines in the past are expected to be eliminated now that they have been melded into a unified outfit.He said the challenge, however, was in identifying areas that have natural synergy and those that do not.For example, both the retail outlets and call centres can serve the consumer and the enterprise segments, but the skill-sets of sales staff catering to each segment may not necessarily overlap.Mr Ng’s goal is to foster a culture that is agile and willing to lean out to take calculated risks.Mr Ng likened this to the food business where horizontal functions such as the central kitchen can be merged for greater efficiency, but the cooking process will vary from cuisine to cuisine.“For Singtel’s horizontal functions, such as information technology, human resources, finance and networks, the group’s overall efficiency should improve when duplication is removed,” Mr Ng added.Additional cost savings can be attained from simplifying the organisation, along with its offerings and processes, he noted.While this saves on cost, the changes must also improve both employee satisfaction and customer experience.To gauge how employees are doing, the company gathers feedback and uses engagement scores to evaluate how the 5,000 staff, composed of more than 100 nationalities with an average age of 39 years, are coping with the changes.“We know that changing mindsets and attitudes take time, but the engagement scores we’ve seen so far are good,” Mr Ng said.Backed by the group’s annual budget of $20 million for training and development, Mr Ng wants to create a resilient workforce that is used to adapting to change.“This is because technology changes continually and how we add value will also evolve in tandem,” he said.His goal is to foster a culture that is agile and willing to lean out to take calculated risks.From the customers’ perspective, the aim is to make Singtel their first port of call, regardless of whether they are individual consumers or small and medium businesses.“For this to happen, we have to take an outside-in view, providing them frictionless services. At the end of the day, we want to be in the top quartile of leading global telcos,” said Mr Ng.Commenting on his leadership style, he said that it was no longer good enough to be just a conductor of an orchestra.“With unpredictability a given constant amid unfolding crises, leaders cannot simply follow a script.”“I prefer to see myself as the leader of a jazz band, who can improvise and can still get things done when there isn’t a music score to play from,” he noted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251531113701608,"gmtCreate":1702446321440,"gmtModify":1702446325339,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251531113701608","repostId":"2391830875","repostType":2,"repost":{"id":"2391830875","kind":"highlight","pubTimestamp":1702438925,"share":"https://ttm.financial/m/news/2391830875?lang=&edition=fundamental","pubTime":"2023-12-13 11:42","market":"us","language":"en","title":"S&P 500: 2024 Investment Strategy - Continuing To Buy At Market Peaks","url":"https://stock-news.laohu8.com/highlight/detail?id=2391830875","media":"Seekingalpha","summary":"The S&P 500 has risen 10% since October, and this article analyzes key economic data to predict its performance in 2024.Recent data shows a decrease in job openings compared to 2022, but still higher ","content":"<html><head></head><body><ul style=\"\"><li><p>The S&amp;P 500 has risen 10% since October, and this article analyzes key economic data to predict its performance in 2024.</p></li><li><p>Recent data shows a decrease in job openings compared to 2022, but still higher than 2019, indicating strong labor market demand.</p></li><li><p>Despite some softening, the current job market is stronger than in the past 15 years, with low competition for jobs and continued employer bargaining power.</p></li><li><p>In 2023, wage growth outpaced inflation, reducing the likelihood of further rate hikes by the Fed.</p></li><li><p>The forward P/E ratio aligns with the 5-year average, suggesting reasonable valuation; earnings growth projections for 2024 remain solid.</p></li></ul><h2 id=\"id_2009472639\">Introduction</h2><p>Back in October, we put a Buy rating on the S&amp;P 500. The index has risen around 10% since then. In this article, we want to go over some key economic data - jobs, inflation, corporate earnings - to look at how the S&amp;P 500 might perform in 2024.</p><h2 id=\"id_2162102227\">Employment Data Analysis</h2><p>When we look at employment data recently, we see that while the percentage of job openings compared to overall employment is lower in 2023 than in 2022, it remains higher than back in 2019. This means companies still have a lot of open jobs and vacancies they are trying to fill relative to the number of people working.</p><p>What does this tell us? Well, it suggests that in the ongoing dynamics between employers and workers, companies continue to have bargaining power.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e72dc88ea07a9ec8b8583f25bcab5872\" tg-width=\"640\" tg-height=\"505\"/></p><p>BLS</p><p>Even though it may be getting just a little tougher for some folks looking for jobs compared to early 2022 or 2021, the job market right now is still stronger overall than we&#39;ve seen in the last 15 years or so. There just aren&#39;t nearly as many unemployed people competing for each available job as historically normal. Even if conditions have softened some lately, with fewer new openings or more layoffs here and there, the big picture is it&#39;s still much better hunting than during or after the last recession.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/170cedd170ddfe0df10ad689855dee0e\" tg-width=\"640\" tg-height=\"442\"/></p><p>BLS</p><h2 id=\"id_3655479901\">Shifts in Major Employment Categories</h2><p>Looking at job openings divided up across different industries, we continue to see really strong hiring demand in professional services like law, accounting, engineering, etc. as well as transportation, warehousing, and utilities. This suggests that developing technologies like AI and automation, along with higher interest rates, are still fueling growth in these sectors even compared to pre-pandemic levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d93133fc33d67c2dd690c9875440f18\" tg-width=\"640\" tg-height=\"493\"/></p><p>BLS</p><p>On the other hand, job openings have declined in four big employment categories: healthcare, restaurants/hotels, retail, and wholesale trade. Healthcare and hospitality expanded so rapidly during COVID that even at higher openings than historically normal now, they may still have some cooling off ahead in a post-pandemic economy.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d85ee5df718a45ff2760133d4c7504\" tg-width=\"640\" tg-height=\"497\"/></p><p>BLS</p><p>Retail and wholesale openings are also down but more in line with pre-2020 levels. This likely reflects both the ongoing shift toward spending more on services than goods, as well as the steady growth of e-commerce eating into traditional brick-and-mortar sales. Retail especially is seeing sluggish growth, with stocks trading at historically cheap valuations in 2023. However, there are some signs of stabilization, like the recent $5.8 billion potential buyout offer of Macy&#39;s (M) by private equity firm Brigade Capital on December 11th.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26797cd1e52fad73655030b122ee1ee6\" tg-width=\"640\" tg-height=\"495\"/></p><p>BLS</p><h2 id=\"id_4001188205\">Inflation Data Analysis</h2><p>Some investors seem concerned that the continued strength of the job market will give the Fed room to either raise rates further or keep rates pinned at high levels for longer. Looking at market projections, there&#39;s only about a 2.2% chance priced in of another rate hike at the December Fed meeting.</p><p>However, the market also now sees a 40% probability, down 2% over the past week, of the Fed starting to cut rates again by June 2024. This shift likely reflects the latest positive jobs reports shifting expectations.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13e1044780ba4282969c945efc98e219\" tg-width=\"640\" tg-height=\"442\"/></p><p>Investing.com</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ec09bb2ea28c6b77498154415c7d4a\" tg-width=\"640\" tg-height=\"496\"/></p><p>Investing.com</p><p>In our view though, while the Fed will probably keep rates relatively high for a while, further hikes are unlikely given the inflation outlook. Wage growth has been outpacing inflation in 2023 and accelerated in October.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6cd9b7b3aeda94fd5e4845ffb177583\" tg-width=\"640\" tg-height=\"539\"/></p><p>Macrotrend</p><p>With the Atlanta Fed also downgrading Q4 GDP forecasts to 1.2% growth, there seems to be minimal risk of renewed price spikes.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb1751cf39015b31f8c05bc52bbd48ff\" tg-width=\"640\" tg-height=\"338\"/></p><p>Atlantic Fed</p><p>The bottom line is that jobs and inflation both remain relatively healthy by historical standards. So we don&#39;t expect Fed policy to pose much of an upside risk or headwind for stock market performance in the S&amp;P 500 heading into 2024.</p><h2 id=\"id_1553807573\">S&amp;P 500 Valuation and Expectations</h2><p>Looking at valuation, the forward P/E ratio for the S&amp;P 500 is 18.8x. That&#39;s equal to the 5-year average P/E, and moderately above the 10-year average of 17.6x. So based on this, stocks appear reasonably valued relative to history.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6b3402b0ba49d65aa735e567d68990\" tg-width=\"640\" tg-height=\"374\"/></p><p>FactSet</p><p>In terms of growth expectations, analysts have revised Q4 earnings and revenue growth estimates downward a bit compared to late September, consistent with the Atlanta Fed also reducing Q4 GDP outlooks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f167580f273650c1f482e20e3821ae4c\" tg-width=\"640\" tg-height=\"752\"/></p><p>FactsSt</p><p>But looking ahead to 2024, projections still call for solid S&amp;P 500 earnings growth of 11.9% and revenue growth of 5.5%. That keeps the forward PEG ratio under 2x, a very reasonable level historically.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/372863572c7947ebae167328c44e35f0\" tg-width=\"640\" tg-height=\"760\"/></p><p>FactSet</p><p>In terms of profit margins, 2024 net profit margin forecasts for the S&amp;P 500 stand at 12.3% - higher than the 11.7% expected in 2023 and the 10.6% 10-year average. Hitting 12.3% would be the second-highest annual profit margin since FactSet&#39;s tracking began in 2008.</p><h2 id=\"id_2312894581\">Risks for Small and Mid-Sized Companies</h2><p>Some investors worry that if rates stay relatively high, it could restrict the growth of small and mid-sized companies in 2024, potentially causing events like widespread defaults or bankruptcies.</p><p>Indeed, the mega-cap tech stocks like Apple (AAPL) and Microsoft (MSFT) - the &#34;Magnificent Seven&#34; - have carried the overall US market higher in 2023 even as many smaller firms hit struggles. However, we&#39;ve also seen many formerly money-losing companies like Carvana (CVNA) and Affirm (AFRM) steadily improve lately despite financing costs remaining elevated.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6321ceb7ca76c0339e3c3f72cfc48ac9\" tg-width=\"640\" tg-height=\"416\"/></p><p>FactSet</p><p>This suggests to me that after feeling significant inflation pain in 2022, many smaller players have now adapted their business models to operate sustainably in a higher-rate environment. And with inflation trending down and the job market still robust, healthier economic conditions in 2024 should help these more vulnerable companies rebound.</p><p>So while risks certainly remain, we don&#39;t expect mass defaults or extreme fallout for small-caps. The challenges of the last 18 months have forced the necessary evolution for such businesses to survive and eventually thrive again when the economy finds post-pandemic stability.</p><h2 id=\"id_886625731\">Conclusion</h2><p>Putting it all together, the S&amp;P 500 valuation looks reasonable per the PEG ratio, the economic backdrop of inflation and employment remains healthy, and analysts expect continued earnings growth in 2024. So we maintain our buy rating on US large-cap stocks for the coming year.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500: 2024 Investment Strategy - Continuing To Buy At Market Peaks</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\">\nS&P 500: 2024 Investment Strategy - Continuing To Buy At Market Peaks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-13 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4657510-s-and-p-500-2024-investment-strategy-buy-at-market-peaks><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has risen 10% since October, and this article analyzes key economic data to predict its performance in 2024.Recent data shows a decrease in job openings compared to 2022, but still higher ...</p>\n\n<a href=\"https://seekingalpha.com/article/4657510-s-and-p-500-2024-investment-strategy-buy-at-market-peaks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4579":"人工智能","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","BK4573":"虚拟现实","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","VOO":"Vanguard标普500ETF",".SPX":"S&P 500 Index","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4528":"SaaS概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4592":"伊斯兰概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","SPY":"标普500ETF","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4571":"数字音乐概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4576":"AR","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4575":"芯片概念","BK4525":"远程办公概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4577":"网络游戏","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4559":"巴菲特持仓"},"source_url":"https://seekingalpha.com/article/4657510-s-and-p-500-2024-investment-strategy-buy-at-market-peaks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2391830875","content_text":"The S&P 500 has risen 10% since October, and this article analyzes key economic data to predict its performance in 2024.Recent data shows a decrease in job openings compared to 2022, but still higher than 2019, indicating strong labor market demand.Despite some softening, the current job market is stronger than in the past 15 years, with low competition for jobs and continued employer bargaining power.In 2023, wage growth outpaced inflation, reducing the likelihood of further rate hikes by the Fed.The forward P/E ratio aligns with the 5-year average, suggesting reasonable valuation; earnings growth projections for 2024 remain solid.IntroductionBack in October, we put a Buy rating on the S&P 500. The index has risen around 10% since then. In this article, we want to go over some key economic data - jobs, inflation, corporate earnings - to look at how the S&P 500 might perform in 2024.Employment Data AnalysisWhen we look at employment data recently, we see that while the percentage of job openings compared to overall employment is lower in 2023 than in 2022, it remains higher than back in 2019. This means companies still have a lot of open jobs and vacancies they are trying to fill relative to the number of people working.What does this tell us? Well, it suggests that in the ongoing dynamics between employers and workers, companies continue to have bargaining power.BLSEven though it may be getting just a little tougher for some folks looking for jobs compared to early 2022 or 2021, the job market right now is still stronger overall than we've seen in the last 15 years or so. There just aren't nearly as many unemployed people competing for each available job as historically normal. Even if conditions have softened some lately, with fewer new openings or more layoffs here and there, the big picture is it's still much better hunting than during or after the last recession.BLSShifts in Major Employment CategoriesLooking at job openings divided up across different industries, we continue to see really strong hiring demand in professional services like law, accounting, engineering, etc. as well as transportation, warehousing, and utilities. This suggests that developing technologies like AI and automation, along with higher interest rates, are still fueling growth in these sectors even compared to pre-pandemic levels.BLSOn the other hand, job openings have declined in four big employment categories: healthcare, restaurants/hotels, retail, and wholesale trade. Healthcare and hospitality expanded so rapidly during COVID that even at higher openings than historically normal now, they may still have some cooling off ahead in a post-pandemic economy.BLSRetail and wholesale openings are also down but more in line with pre-2020 levels. This likely reflects both the ongoing shift toward spending more on services than goods, as well as the steady growth of e-commerce eating into traditional brick-and-mortar sales. Retail especially is seeing sluggish growth, with stocks trading at historically cheap valuations in 2023. However, there are some signs of stabilization, like the recent $5.8 billion potential buyout offer of Macy's (M) by private equity firm Brigade Capital on December 11th.BLSInflation Data AnalysisSome investors seem concerned that the continued strength of the job market will give the Fed room to either raise rates further or keep rates pinned at high levels for longer. Looking at market projections, there's only about a 2.2% chance priced in of another rate hike at the December Fed meeting.However, the market also now sees a 40% probability, down 2% over the past week, of the Fed starting to cut rates again by June 2024. This shift likely reflects the latest positive jobs reports shifting expectations.Investing.comInvesting.comIn our view though, while the Fed will probably keep rates relatively high for a while, further hikes are unlikely given the inflation outlook. Wage growth has been outpacing inflation in 2023 and accelerated in October.MacrotrendWith the Atlanta Fed also downgrading Q4 GDP forecasts to 1.2% growth, there seems to be minimal risk of renewed price spikes.Atlantic FedThe bottom line is that jobs and inflation both remain relatively healthy by historical standards. So we don't expect Fed policy to pose much of an upside risk or headwind for stock market performance in the S&P 500 heading into 2024.S&P 500 Valuation and ExpectationsLooking at valuation, the forward P/E ratio for the S&P 500 is 18.8x. That's equal to the 5-year average P/E, and moderately above the 10-year average of 17.6x. So based on this, stocks appear reasonably valued relative to history.FactSetIn terms of growth expectations, analysts have revised Q4 earnings and revenue growth estimates downward a bit compared to late September, consistent with the Atlanta Fed also reducing Q4 GDP outlooks.FactsStBut looking ahead to 2024, projections still call for solid S&P 500 earnings growth of 11.9% and revenue growth of 5.5%. That keeps the forward PEG ratio under 2x, a very reasonable level historically.FactSetIn terms of profit margins, 2024 net profit margin forecasts for the S&P 500 stand at 12.3% - higher than the 11.7% expected in 2023 and the 10.6% 10-year average. Hitting 12.3% would be the second-highest annual profit margin since FactSet's tracking began in 2008.Risks for Small and Mid-Sized CompaniesSome investors worry that if rates stay relatively high, it could restrict the growth of small and mid-sized companies in 2024, potentially causing events like widespread defaults or bankruptcies.Indeed, the mega-cap tech stocks like Apple (AAPL) and Microsoft (MSFT) - the \"Magnificent Seven\" - have carried the overall US market higher in 2023 even as many smaller firms hit struggles. However, we've also seen many formerly money-losing companies like Carvana (CVNA) and Affirm (AFRM) steadily improve lately despite financing costs remaining elevated.FactSetThis suggests to me that after feeling significant inflation pain in 2022, many smaller players have now adapted their business models to operate sustainably in a higher-rate environment. And with inflation trending down and the job market still robust, healthier economic conditions in 2024 should help these more vulnerable companies rebound.So while risks certainly remain, we don't expect mass defaults or extreme fallout for small-caps. The challenges of the last 18 months have forced the necessary evolution for such businesses to survive and eventually thrive again when the economy finds post-pandemic stability.ConclusionPutting it all together, the S&P 500 valuation looks reasonable per the PEG ratio, the economic backdrop of inflation and employment remains healthy, and analysts expect continued earnings growth in 2024. So we maintain our buy rating on US large-cap stocks for the coming year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239808302084216,"gmtCreate":1699583707400,"gmtModify":1699583711806,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239808302084216","repostId":"2381446738","repostType":2,"repost":{"id":"2381446738","kind":"highlight","pubTimestamp":1699583116,"share":"https://ttm.financial/m/news/2381446738?lang=&edition=fundamental","pubTime":"2023-11-10 10:25","market":"sg","language":"en","title":"4 Singapore REITs and Business Trusts That Increased Their DPU","url":"https://stock-news.laohu8.com/highlight/detail?id=2381446738","media":"The Smart Investor","summary":"Here are four REITs and business trusts that paid out a higher distribution to their unitholders.","content":"<html><head></head><body><p>It has not been an easy time for the REIT sector.</p><p>The combination of high inflation and surging interest rates is putting pressure on the asset class.</p><p>REITs rely on borrowings to fund their acquisitions and running costs, thus an increase in borrowing costs will directly impact the distributions that they can pay out.</p><p>That said, there have been several REITs, along with business trusts, that bucked the trend.</p><p>They belong to a rare bunch that saw their distributions head up in their latest financial release.</p><p>Here are four such REITs and business trusts that you can consider for your buy watchlist.</p><h2 id=\"id_1669063805\">Mapletree Logistics Trust (SGX: M44U)</h2><p>Mapletree Logistics Trust, or MLT, owns a portfolio of 189 properties in eight countries with total assets under management (AUM) of S$13.3 billion as of 30 September 2023.</p><p>For the second quarter of fiscal 2024 (2Q FY2024) ending 30 September 2023, MLT saw gross revenue inch up 1.5% year on year to S$186.7 million.</p><p>Net property income (NPI) edged up 1.2% year on year to S$162 million.</p><p>Distribution per unit (DPU) went up 0.9% year on year to S$0.02268.</p><p>DPU managed to increase despite the REIT’s total issued units increasing by 3.3% year on year.</p><p>MLT’s average rental reversion for the quarter was just 0.2% compared to the previous quarter’s 4.2%.</p><p>The culprit was the negative rental reversion for its China properties, without which the portfolio’s rental reversion would be a strong and positive 9.1%.</p><p>Portfolio occupancy stood high for the industrial REIT at 96.9%.</p><p>The REIT’s aggregate leverage stood at 38.9% with a low cost of debt of 2.5%, giving it room to borrow for yield-accretive acquisitions.</p><p>The manager of the REIT is continuing with portfolio rejuvenation by selling four assets above their valuations in Malaysia, Singapore, and Japan during 2Q FY2024.</p><h2 id=\"id_2824014378\">Parkway Life REIT (SGX: C2PU)</h2><p>Parkway Life REIT, or PLife REIT, is a healthcare REIT with a portfolio of 61 properties worth S$2.2 billion as of 30 September 2023.</p><p>These properties comprise three hospitals in Singapore, 57 nursing homes in Japan, and strata-titled lots in a specialist centre in Kuala Lumpur, Malaysia.</p><p>For the first nine months of 2023 (9M 2023), PLife REIT’s gross revenue jumped 24.6% year on year to S$110.9 million.</p><p>NPI rose 26.2% year on year to S$104.5 million.</p><p>DPU for 9M 2023 rose 2.8% year on year to S$0.1099.</p><p>The healthcare REIT had a healthy gearing level of 36% as of 30 September 2023 with debt headroom of around S$639 million before hitting the 50% limit.</p><p>It also enjoyed a very low all-in cost of debt of just 1.32%.</p><p>Looking ahead, PLife REIT intends to strengthen its presence in its existing markets while building a third key market that can contribute to both asset and DPU growth in the long term.</p><h2 id=\"id_12284823\">Keppel Infrastructure Trust (SGX: A7RU)</h2><p>Keppel Infrastructure Trust, or KIT, is a diversified business trust with a portfolio of strategic infrastructure businesses and assets with an AUM of around S$7.3 billion as of 31 December 2022.</p><p>The business trust reported higher distributable income for 9M 2023 of S$210.3 million, up 14.7% year on year.</p><p>After adding in capital optimisation from two of its assets, distributable income surged to S$266.1 million, up 93.2% from a year ago.</p><p>Because of this capital optimisation, KIT declared a special distribution of S$0.0233 in addition to its DPU of S$0.0097 for the third quarter of 2023.</p><p>Together with the DPU from the first half of 2023 of S$0.0193, the total 9M 2023 DPU stood at S$0.0523, an 82.5% jump from 9M 2022’s S$0.0287.</p><p>The trust’s gearing stood at 36.8% as of 30 September 2023 and it can tap on an additional S$825 million of loans up to a 45% net gearing level.</p><p>KIT has also mitigated interest rate rises by hedging 78.8% of its total loans to fixed interest rates.</p><h2 id=\"id_358264699\">NetLink NBN Trust (SGX: CJLU)</h2><p>NetLink NBN Trust owns, operates, designs, and builds the passive fibre network infrastructure of Singapore’s next-generation broadband (NBN) network.</p><p>For the first half of fiscal 2024 (1H FY2024), NetLink saw revenue rise 2.9% year on year to S$205.3 million.</p><p>Earnings before interest, taxes, depreciation and amortisation (EBITDA) rose 2.4% year on year to S$149.1 million.</p><p>The trust’s DPU inched up 1.1% year on year to S$0.0265.</p><p>Net gearing stood at just 21.5% for NetLink, giving it comfortable debt headroom to gear up for acquisitions if need be.</p><p>The number of fibre connections continued to rise, with residential connections topping 1.49 million, up from 1.485 million at the end of FY2023.</p><p>Non-building address points (NBAP) saw the sharpest rise, going from 2,706 to 2,823 in the same period.</p><p>Management is exploring opportunities to invest in telecoms infrastructure overseas that can generate a stable cash flow.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore REITs and Business Trusts That Increased Their DPU</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\">\n4 Singapore REITs and Business Trusts That Increased Their DPU\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-and-business-trusts-that-increased-their-dpu/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has not been an easy time for the REIT sector.The combination of high inflation and surging interest rates is putting pressure on the asset class.REITs rely on borrowings to fund their acquisitions...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-and-business-trusts-that-increased-their-dpu/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","CJLU.SI":"网联宽频信托","A7RU.SI":"吉宝基础设施信托","C2PU.SI":"百汇生命产业信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-and-business-trusts-that-increased-their-dpu/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2381446738","content_text":"It has not been an easy time for the REIT sector.The combination of high inflation and surging interest rates is putting pressure on the asset class.REITs rely on borrowings to fund their acquisitions and running costs, thus an increase in borrowing costs will directly impact the distributions that they can pay out.That said, there have been several REITs, along with business trusts, that bucked the trend.They belong to a rare bunch that saw their distributions head up in their latest financial release.Here are four such REITs and business trusts that you can consider for your buy watchlist.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, owns a portfolio of 189 properties in eight countries with total assets under management (AUM) of S$13.3 billion as of 30 September 2023.For the second quarter of fiscal 2024 (2Q FY2024) ending 30 September 2023, MLT saw gross revenue inch up 1.5% year on year to S$186.7 million.Net property income (NPI) edged up 1.2% year on year to S$162 million.Distribution per unit (DPU) went up 0.9% year on year to S$0.02268.DPU managed to increase despite the REIT’s total issued units increasing by 3.3% year on year.MLT’s average rental reversion for the quarter was just 0.2% compared to the previous quarter’s 4.2%.The culprit was the negative rental reversion for its China properties, without which the portfolio’s rental reversion would be a strong and positive 9.1%.Portfolio occupancy stood high for the industrial REIT at 96.9%.The REIT’s aggregate leverage stood at 38.9% with a low cost of debt of 2.5%, giving it room to borrow for yield-accretive acquisitions.The manager of the REIT is continuing with portfolio rejuvenation by selling four assets above their valuations in Malaysia, Singapore, and Japan during 2Q FY2024.Parkway Life REIT (SGX: C2PU)Parkway Life REIT, or PLife REIT, is a healthcare REIT with a portfolio of 61 properties worth S$2.2 billion as of 30 September 2023.These properties comprise three hospitals in Singapore, 57 nursing homes in Japan, and strata-titled lots in a specialist centre in Kuala Lumpur, Malaysia.For the first nine months of 2023 (9M 2023), PLife REIT’s gross revenue jumped 24.6% year on year to S$110.9 million.NPI rose 26.2% year on year to S$104.5 million.DPU for 9M 2023 rose 2.8% year on year to S$0.1099.The healthcare REIT had a healthy gearing level of 36% as of 30 September 2023 with debt headroom of around S$639 million before hitting the 50% limit.It also enjoyed a very low all-in cost of debt of just 1.32%.Looking ahead, PLife REIT intends to strengthen its presence in its existing markets while building a third key market that can contribute to both asset and DPU growth in the long term.Keppel Infrastructure Trust (SGX: A7RU)Keppel Infrastructure Trust, or KIT, is a diversified business trust with a portfolio of strategic infrastructure businesses and assets with an AUM of around S$7.3 billion as of 31 December 2022.The business trust reported higher distributable income for 9M 2023 of S$210.3 million, up 14.7% year on year.After adding in capital optimisation from two of its assets, distributable income surged to S$266.1 million, up 93.2% from a year ago.Because of this capital optimisation, KIT declared a special distribution of S$0.0233 in addition to its DPU of S$0.0097 for the third quarter of 2023.Together with the DPU from the first half of 2023 of S$0.0193, the total 9M 2023 DPU stood at S$0.0523, an 82.5% jump from 9M 2022’s S$0.0287.The trust’s gearing stood at 36.8% as of 30 September 2023 and it can tap on an additional S$825 million of loans up to a 45% net gearing level.KIT has also mitigated interest rate rises by hedging 78.8% of its total loans to fixed interest rates.NetLink NBN Trust (SGX: CJLU)NetLink NBN Trust owns, operates, designs, and builds the passive fibre network infrastructure of Singapore’s next-generation broadband (NBN) network.For the first half of fiscal 2024 (1H FY2024), NetLink saw revenue rise 2.9% year on year to S$205.3 million.Earnings before interest, taxes, depreciation and amortisation (EBITDA) rose 2.4% year on year to S$149.1 million.The trust’s DPU inched up 1.1% year on year to S$0.0265.Net gearing stood at just 21.5% for NetLink, giving it comfortable debt headroom to gear up for acquisitions if need be.The number of fibre connections continued to rise, with residential connections topping 1.49 million, up from 1.485 million at the end of FY2023.Non-building address points (NBAP) saw the sharpest rise, going from 2,706 to 2,823 in the same period.Management is exploring opportunities to invest in telecoms infrastructure overseas that can generate a stable cash flow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205020468293656,"gmtCreate":1691063341326,"gmtModify":1691063346030,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205020468293656","repostId":"2356135937","repostType":2,"repost":{"id":"2356135937","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1691062600,"share":"https://ttm.financial/m/news/2356135937?lang=&edition=fundamental","pubTime":"2023-08-03 19:36","market":"us","language":"en","title":"AMD's AI Future Is in Sight, but Are Expectations Too High?","url":"https://stock-news.laohu8.com/highlight/detail?id=2356135937","media":"Dow Jones","summary":"Some analysts were relieved by AMD's latest artificial-intelligence disclosures, but one warned of a lack of 'specs or anything that might help to gauge uptake'. Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD's  future opportunities around AI, especially as rival Nvidia Corp.  is increasingly synonymous with the hot market for AI accelerators.\"We had thought AMD's AI products  would be margin dilutive, but the company stated it should be margin accretive,\" he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. \"We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.\". AMD executives \"themselves suggested a","content":"<html><head></head><body><p>Some analysts were relieved by AMD&#39;s latest artificial-intelligence disclosures, but one warned of a lack of &#39;specs or anything that might help to gauge uptake&#39;</p><p>Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.</p><p>While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD&#39;s <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> future opportunities around AI, especially as rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is increasingly synonymous with the hot market for AI accelerators.</p><p>&#34;In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],&#34; Cowen &amp; Co. analyst Matthew Ramsay wrote after the report, referring to the company&#39;s new AI chip. &#34;In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.&#34;</p><p>He rates the stock outperform with a $135 target price.</p><p>The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.</p><p>&#34;We had thought AMD&#39;s AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,&#34; he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. &#34;We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.&#34;</p><p>Srini Pajjuri of Raymond James left the call with the impression that AMD&#39;s AI engagements were &#34;tracking well,&#34; though it could take time for AMD to realize its financial opportunities fully.</p><p>&#34;We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,&#34; he wrote. &#34;While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.&#34;</p><p>Pajjuri has a strong buy rating and $145 target price on AMD&#39;s stock.</p><p>Stacy Rasgon of Bernstein, meanwhile, was more cautious.</p><p>AMD executives &#34;themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,&#34; he wrote.</p><p>&#34;We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),&#34; Rasgon continued. &#34;But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.&#34;</p><p>He has a market-perform rating on the stock and a $95 target price.</p><p>Oppenheimer&#39;s Rick Schafer added that it was &#34;difficult to confidently model given lack of design-wins and/or timeline,&#34; so he&#39;ll &#34;remain sidelined as AMD&#39;s AI strategy proves out.&#34;</p><p>He has a perform rating on the stock.</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>AMD's AI Future Is in Sight, but Are Expectations Too High?</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{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's AI Future Is in Sight, but Are Expectations Too High?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-03 19:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some analysts were relieved by AMD&#39;s latest artificial-intelligence disclosures, but one warned of a lack of &#39;specs or anything that might help to gauge uptake&#39;</p><p>Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.</p><p>While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD&#39;s <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> future opportunities around AI, especially as rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is increasingly synonymous with the hot market for AI accelerators.</p><p>&#34;In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],&#34; Cowen &amp; Co. analyst Matthew Ramsay wrote after the report, referring to the company&#39;s new AI chip. &#34;In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.&#34;</p><p>He rates the stock outperform with a $135 target price.</p><p>The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.</p><p>&#34;We had thought AMD&#39;s AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,&#34; he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. &#34;We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.&#34;</p><p>Srini Pajjuri of Raymond James left the call with the impression that AMD&#39;s AI engagements were &#34;tracking well,&#34; though it could take time for AMD to realize its financial opportunities fully.</p><p>&#34;We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,&#34; he wrote. &#34;While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.&#34;</p><p>Pajjuri has a strong buy rating and $145 target price on AMD&#39;s stock.</p><p>Stacy Rasgon of Bernstein, meanwhile, was more cautious.</p><p>AMD executives &#34;themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,&#34; he wrote.</p><p>&#34;We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),&#34; Rasgon continued. &#34;But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.&#34;</p><p>He has a market-perform rating on the stock and a $95 target price.</p><p>Oppenheimer&#39;s Rick Schafer added that it was &#34;difficult to confidently model given lack of design-wins and/or timeline,&#34; so he&#39;ll &#34;remain sidelined as AMD&#39;s AI strategy proves out.&#34;</p><p>He has a perform rating on the stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356135937","content_text":"Some analysts were relieved by AMD's latest artificial-intelligence disclosures, but one warned of a lack of 'specs or anything that might help to gauge uptake'Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD's $(AMD)$ future opportunities around AI, especially as rival Nvidia Corp. $(NVDA)$ is increasingly synonymous with the hot market for AI accelerators.\"In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],\" Cowen & Co. analyst Matthew Ramsay wrote after the report, referring to the company's new AI chip. \"In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.\"He rates the stock outperform with a $135 target price.The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.\"We had thought AMD's AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,\" he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. \"We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.\"Srini Pajjuri of Raymond James left the call with the impression that AMD's AI engagements were \"tracking well,\" though it could take time for AMD to realize its financial opportunities fully.\"We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,\" he wrote. \"While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.\"Pajjuri has a strong buy rating and $145 target price on AMD's stock.Stacy Rasgon of Bernstein, meanwhile, was more cautious.AMD executives \"themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,\" he wrote.\"We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),\" Rasgon continued. \"But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.\"He has a market-perform rating on the stock and a $95 target price.Oppenheimer's Rick Schafer added that it was \"difficult to confidently model given lack of design-wins and/or timeline,\" so he'll \"remain sidelined as AMD's AI strategy proves out.\"He has a perform rating on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021150673,"gmtCreate":1653015669792,"gmtModify":1676535209143,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021150673","repostId":"2236338440","repostType":2,"repost":{"id":"2236338440","kind":"highlight","pubTimestamp":1653014957,"share":"https://ttm.financial/m/news/2236338440?lang=&edition=fundamental","pubTime":"2022-05-20 10:49","market":"us","language":"en","title":"Palantir: Visibility Into The Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2236338440","media":"seekingalpha","summary":"SummaryPalantir shares have been rocked as the market prices in an underlying growth rate closer to ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir shares have been rocked as the market prices in an underlying growth rate closer to 20% rather than the company’s 30% guidance.</li><li>Management stated that its Foundry platform could be to the coming decade what Amazon’s AWS was to the last, offering a glimpse into the vast upside potential.</li><li>Palantir has suspended its SPAC investment strategy, eliminating a major customer acquisition red flag after unrealized losses surpassed $200 million.</li><li>With growth slowing, the open question is whether Palantir can broadly penetrate the enterprise software market and the non-US and UK government market.</li><li>Palantir offers one of the largest long-term growth opportunities in the marketplace. With the shares down 87% and expectations adjusting lower, there is increasing visibility into the upside potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22457c73fde6bb9452530e03e739c60\" tg-width=\"750\" tg-height=\"580\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a positive risk/reward rating based on the vast nature of its long-term opportunity set, its increasingly attractive valuation, and its deeply oversold technical position. In my prior Palantir report from February 3, 2022, I made the following observation of the likely downside potential for Palantir:</p><blockquote>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate… would place Palantir shares at $8… If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility… I apply the same 40x non-GAAP earnings to my estimate of Palantir&#39;s current annual run rate… If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021)… the shares could trade down to $6.</blockquote><p>In fact, the shares touched a low of $6.44 on May 12, 2022, punctuating a vicious -32% selloff following the company&#39;s Q1 2022 earnings release. Interestingly, consensus earnings growth estimates are now aligned with my previous 25% earnings growth estimate for 2022. The extraordinary volatility is a reminder that Palantir is for those seeking exceptional growth potential with the associated risk.</p><p>Nonetheless, the shares are testing a reasonable valuation zone, as outlined in my prior report. Additionally, Palantir&#39;s stock is down roughly 87% from its all-time high reached in 2021. As a result, it is fair to say that a significant amount of risk has already materialized and thus has been removed from Palantir&#39;s share price.</p><p><b>Risk/Reward Rating: Positive</b></p><p>While taking notes during Palantir&#39;s Q1 2022 earnings conference call, <a href=\"https://laohu8.com/S/AONE.U\">one</a> line, in particular, stood out and captures the essence of the Palantir investment case. The following is a paraphrase of my notes from the call: &#34;What AWS was to the last decade, Foundry will be to the next.&#34;</p><p>Foundry is one of three primary platforms offered by Palantir. This type of vision speaks to the upside opportunity that many envision for Palantir&#39;s future. Most investors attribute the majority of Amazon&#39;s (AMZN) $1.2 trillion market value to its AWS division. As a result, even a fraction of an AWS-like opportunity represents extraordinary growth potential for Palantir and its shareholders. Palantir&#39;s current valuation is near $18 billion (using the fully diluted share count) and trending lower.</p><p><b>Growth Trajectory</b></p><p>In terms of its growth potential, Palantir continues to guide investors to 30% revenue growth per year through 2025. The 32% selloff in the shares following the reiteration of this guidance speaks to the challenge facing Palantir&#39;s stock in the near term. The market has clearly signaled that it doubts whether management&#39;s 30% growth guidance can be achieved. I spoke to the high likelihood that growth would disappoint in my February report after breaking down Palantir&#39;s growth by customer cohort (emphasis added):</p><blockquote>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021… As a result<b>, Palantir appears to be trending toward an underlying sales growth rate closer to 20%</b> than the company&#39;s 30% sales growth guidance through mid-decade.</blockquote><p>Now that the risk of disappointment has materialized, the market is increasingly uncertain about the sustainable growth trajectory for Palantir. To tackle this question, I compiled Palantir&#39;s segment sales performance for Q1 2022 and the full year of 2021 to construct a picture of the near-term growth trajectory. The following two tables were compiled from Palantir&#39;s Q1 2022 10-Q and 2021 10-K filed with the SEC. The first table displays Q1 2022 and the second displays 2021. Please note that I have color-coded the related cells for comparison within and between the tables.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6014209021f3fa2f8092daf4a26dba11\" tg-width=\"640\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>Before adding the 2021 table for comparison, note that Palantir grew its revenue by just over 19% in Q1 2022, excluding revenue from Investees (the lower blue highlighted cell). Please compare the 19% growth in Q1 2022 to the blue highlighted cells in the table below for 2021. The growth deceleration is material excluding Investee revenue.</p><p>I would highly recommend reading my prior report for a detailed discussion of the Investee situation. A summary of the current Investees is included at the end of this article for those interested. In essence, investing in companies in return for software sales to those same companies is not a sustainable customer acquisition strategy.</p><p>As a result, I and many others exclude sales to Investees from view when trying to determine Palantir&#39;s sustainable growth trajectory. Interestingly, Palantir stated on the Q1 2022 conference call that they have discontinued the Investee program thus removing a major red flag going forward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a7b062d439185403c6bcd0841413601\" tg-width=\"640\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>Notice that total sales grew nearly 37% excluding Investees in 2021 (the lower blue highlighted cell). It should be noted that the growth rate in Q3 2021 was 29% and in Q4 2021 it was 25% (not shown here). The 19% growth posted in Q1 2022 is a substantial deceleration, however, it is generally in line with what one would expect given the preexisting slowdown in Palantir&#39;s growth trajectory.</p><p>I have highlighted in yellow the total dollar growth of revenue for Q1 2022 and the full year of 2021 (excluding sales to Investees). The $66 million of revenue growth in Q1 2022 annualizes at $264 million, in comparison to the $401 million of revenue growth posted in 2021. While Palantir experiences some cyclicality, with the potential for stronger sales in the second half of the year, the Q1 2022 sales figure looks quite weak.</p><p>In fact, in Q1 2021, Palantir grew sales by $112 million (not shown here) which annualized at $448 million compared to the actual sales growth achieved in 2021 of $401 million (excluding Investee revenue). As a result, the Q1 2022 sales growth figure, which annualizes at $264 million, is worrisome when compared to 2021 and the company&#39;s 30% sales growth guidance.</p><p>If sales growth were to come in at $264 million for all of 2022 (excluding Investees), Palantir would grow at 17%. With 19% growth in Q1 2022, down from 37% in 2021, 17% growth would represent a stabilization of the existing downtrend rather than a continuation of Palantir&#39;s growth deceleration.</p><p>Growth stabilization looks to be a possibility as the following paraphrase from my Q1 2022 conference call notes highlights. The paraphrase pertains to management&#39;s discussion of Palantir&#39;s near-term sales guidance which disappointed investors (emphasis added): <i>&#34;We have visibility into the upside,</i> and the upside is quite large.&#34;</p><p><b>Upside Visibility</b></p><p>The bolded text in the above quote inspired the title for this report. It also captures the increasing upside visibility available to investors as Palantir&#39;s share price continues to fall. In terms of what could drive Palantir&#39;s revenue upside, management believes that US government sales will reaccelerate as 2022 unfolds. The 16% growth posted in Q1 2022 is well below the historical Government segment growth rate of 30% per year. This segment could certainly stabilize Palantir&#39;s growth rate as it represents 54% of sales as of Q1.</p><p>With Commercial segment sales growth stable in 2021 and Q1 2022 near 24% per year (excluding Investee revenue), the Government segment trending back towards its historical growth rate of 30% would return Palantir to the ballpark of its 30% annual sales growth guidance.</p><p>The following table highlights another Government segment growth vector that could open up given the extreme level of geopolitical instability and the structural ripple effects into the Commercial segment. These ripple effects are most clearly visible in the widespread failure of supply chains in recent times. The table was compiled from Palantir&#39;s Q1 2022 10-Q filed with the SEC. I have highlighted the additional Government growth vector.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cde3ec929a5825c2fbed7e6a378b108a\" tg-width=\"640\" tg-height=\"135\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>The US government represented 42% of Palantir&#39;s total sales in Q1 2022 or approximately $187 million. The UK is a large government customer as well, with the Royal Navy and NHS being notable Palantir customers. I estimate that the US and UK governments account for approximately 92% of Palantir&#39;s total Government segment sales. As a result, the vast majority of the rest of world sales in the above table represent Commercial segment sales. I estimate commercial sales comprise 84% of Palantir&#39;s rest of world revenue.</p><p>There is extraordinary upside potential for Palantir in the Government segment globally at only 16% of rest of world sales. With the US and UK governments serving as early adopters, other governments are likely to be incentivized to explore Palantir&#39;s capabilities.</p><p>Greater integration with the US and UK should become increasingly attractive for the rest of the world category. This is especially true given the geopolitical situation and associated commercial disruptions. The possibility that this could become a growth vector for Palantir is highlighted by the following two paraphrases from my Q1 2022 conference call notes: &#34;The nuclear threat is much higher than is believed or than is being portrayed in the media.&#34;</p><p>The underappreciated risk of nuclear events, while at the extreme end of the risk spectrum that Palantir&#39;s products help address, serves to accentuate the opportunity set for Palantir. There are an unlimited number of geopolitical risk vectors for the Government segment with direct ripple effects into the Commercial segment. These risks are now on the front burner for the world&#39;s governments and enterprises alike.</p><p>The second paraphrase from my notes pertains to the spillover of geopolitical tensions into the commercial realm and the disruption of supply chains in particular: &#34;Literally every function of every business is breaking.&#34;</p><p>In essence, Palantir believes that the rapid escalation of geopolitical risks (Russia and China in particular) and the spillover into the commercial sector represents an ideal backdrop for Palantir to sell into, given the company&#39;s deep roots in national security and mission-critical operations. I tend to agree overall with this positive competitive assessment for the coming years. These dynamics could very well lead to nearer-term growth opportunities that could surprise to the upside once the current growth disappointment dissipates and expectations are fully reset.</p><p><b>Consensus Growth Estimates</b></p><p>Interestingly, consensus revenue growth estimates remain unchanged since my February report. As evidenced by Palantir&#39;s collapsing share price, the market has sent a clear signal of no confidence in Palantir achieving 30% sales growth. That said, consensus growth estimates continue to embed the company&#39;s 30% sales growth guidance. Please note that consensus sales estimates include Investee revenue which should account for 6% of total sales in 2022. The following tables were compiled from Seeking Alpha and my prior article and display consensus estimates as of 5-15-22 compared to 2-2-22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/796c39436a333158793cf93601e3da5f\" tg-width=\"638\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted 2022 and 2023 for ease of comparison. Based on the underlying 17% to 19% sales growth trajectory as of Q1 2022 discussed above, the likelihood of missing estimates in 2022 and 2023 is elevated. This is especially true for sales in light of the termination of the Investee customer acquisition strategy. While consensus revenue estimates remain unchanged and at risk, earnings estimates have ratcheted lower since my last report as can be seen in the following table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7c561c18fb35635a76c9ce58f477db0\" tg-width=\"638\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the consensus earnings estimates for 2022 and 2023 which have declined by -20% and -14%, respectively, since February 2. Additionally, notice that the valuation multiple has contracted by 18%, from 62x to 51x the 2022 consensus estimate (highlighted in blue). The valuation multiple contracted 22%, from 45x to 35x the 2023 consensus earnings estimate. Please note that these are non-GAAP earnings estimates as Palantir currently operates at a loss on a GAAP basis.</p><p>Nonetheless, when earnings and valuation multiples are moving in the same direction, amplified price volatility is the end result. As investors, we are looking for situations in which earnings estimates and valuation multiples are moving up together, creating amplified upside opportunities. Palantir is clearly undergoing the opposite at the moment.</p><p><b>Profitability Trends</b></p><p>There remains further risk to consensus earnings estimates for 2022 and 2023 as is evidenced by the company&#39;s various profitability measures. When reviewing the underlying trend in Palantir&#39;s profitability measures, consensus estimates for 25% and 47% growth in 2022 and 2023, respectively, appear to be at risk. The following table was compiled from Palantir&#39;s Q1 2022 10-Q filed with the SEC and displays the company&#39;s adjusted operating income growth (highlighted in yellow).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6c7104e38d18395dea8d8d4d8aa3b03\" tg-width=\"640\" tg-height=\"132\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>While Palantir&#39;s GAAP income is improving from -$114 million to -$39 million, its adjusted operating income has stagnated for all intents and purposes. The signs of profitability stagnation are also evident in Palantir&#39;s cash flow statement below (compiled from the same 10-Q). I have highlighted the key data points.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4643407d0c54c1abe4e12ae6e9a370de\" tg-width=\"640\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>Importantly, Palantir&#39;s Q1 cash flow from operations declined by 70% to $35 million in Q1 2022, while free cash flow turned decidedly negative (the yellow highlighted cells versus the blue highlighted cells). I have included Palantir&#39;s investments in Investees in my free cash flow estimation. This amounted to $89.5 million in Q1 and was recently discontinued. Regardless, Palantir&#39;s declining cash flows fully support the message from its stagnant adjusted income. The consensus earnings estimates of 25% for 2022 and 47% for 2023 are clearly at risk.</p><p><b>Key Business Measure</b></p><p>Palantir utilizes a KPI or Key Performance Indicator for allocating resources internally, which is closely related to the concept of gross profit margin, called Contribution Margin. For a more detailed discussion of this metric, please see my February report. The underlying trajectory of this KPI is similar to the adjusted income and cash flow trends above, if less extreme.</p><p>The following tables display Palantir&#39;s Contribution Margin and were compiled from the company&#39;s Q1 2022 10-Q and my previous Palantir report. The first table displays Q1 2022 and the second displays the trend through Q3 2021. Please note that I have color-coded the related cells for comparison within and between the tables.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1976698261d14d8ba419b33b43766a8\" tg-width=\"640\" tg-height=\"423\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>Before displaying the 2021 data, please note that the Contribution Margin grew 24% in Q1 2022 (highlighted in yellow). The growth through Q3 2021 is displayed below and is also highlighted in yellow. Through the first three quarters of 2021, Contribution Margin grew by 64%, however, it slowed dramatically to 37% in Q3 2021 and 27% in Q4 2021 (not shown below). The research and development expense stagnation highlighted in blue, both above and below, will shed some light on the dynamics at play.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eb3259f5f1b0ee57573816b7dd3484e\" tg-width=\"640\" tg-height=\"247\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>While the Contribution Margin is in a similar deceleration trend as most of Palantir&#39;s business metrics, at 24% growth in Q1 2022, the growth rate remains above all other metrics. The higher growth rate of Palantir&#39;s Contribution Margin in the face of stagnating adjusted income and declining cash flows is likely an artifact of the Investee program that was active through Q1 2022 and which was recently terminated.</p><p>In essence, Palantir invested in companies (Investees) in return for software sales commitments. Sales to such customers accounted for $39 million of Q1 2022 total sales. Notice in the first table that the 24% Contribution Margin growth in Q1 2022 equates to an increase of $48 million compared to Q1 2021. The Investee sales likely required little in the way of research and development or general and administrative expenses. Palantir acquired and implemented the relationships via an investment agreement.</p><p>As a result, the Contribution Margin growth of 24% in Q1 2022 is likely inflated by up to $39 million. Removing this would result in Contribution Margin growth of just 4%, which is more in line with the adjusted income stagnation and cash flow contraction. The stagnation of research and development expenses from Q3 2021 to Q1 2022 (highlighted in blue in the above tables) suggests that this is the correct inference regarding the inflated growth of Palantir&#39;s Contribution Margin compared to its other performance metrics.</p><p><b>Research and Development</b></p><p>In my February report, I highlighted the rapid slowdown of research and development expenses as a likely negative signal. The reason for this is Palantir&#39;s unique sales cycle compared to standard enterprise software companies. I covered the details of Palantir&#39;s unique sales cycle and customer cohorts in the prior report. The essence is captured by the following quote from the February article:</p><blockquote>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale… This does not appear to be happening at the moment.</blockquote><p>The following passage from Palantir&#39;s 2021 10-K supports my interpretation of the signal being sent by Palantir&#39;s stagnant research and development investment.</p><blockquote>We believe that in order to fully address the most complex and valuable challenges that our customers face, we must experience and understand their problems firsthand… we embed with our users. Our research and development function is responsible for the design, development, testing, validation, and refinement of our platforms, and embedding with our users allows us to identify research and development opportunities…</blockquote><p>In summary, all profit growth measures look to be on a stagnating trajectory at minimum and point to an elevated risk of disappointment in regard to consensus earnings growth estimates. As a result, a primary challenge in evaluating the timing of an investment in Palantir is inferring what is priced into the shares on the sales and earnings growth front. With consensus growth estimates and the underlying trends in hand, we can begin to construct Palantir&#39;s potential return spectrum.</p><p><b>Technicals</b></p><p>The technical backdrop provides an excellent bird&#39;s eye view of Palantir&#39;s upside return potential, while fundamental measures will dominate the downside return potential given that Palantir is testing new all-time lows. The following 2-year daily chart captures Palantir&#39;s IPO and the essence of the technical backdrop. I have highlighted the key resistance levels (technical upside targets) with orange lines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a15fef920f0c09c71a9d697b708eaa\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 2-year daily chart (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>Given the recent break to all-time lows, there are no visible technical support levels. The 1-year daily chart below provides a closer look.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/806868dae1d9a75949a30a224137e08e\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 1-year daily chart (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>Please note that the gold line represents the 50-day moving average and the grey line denotes the 200-day moving average. At roughly $8 per share, Palantir is deeply oversold as is evidenced by it being 128% away from its 200-day moving average. The 200-day moving average happens to coincide with the second resistance level. This is likely to be a very heavy resistance zone as it served as the primary support level during Q2 and Q4 of 2021.</p><p>Before testing the upper resistance levels, Palantir will first have to clear the first resistance level near the IPO price of $10. The following 6-month daily chart zooms in on this first resistance level.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94142f6bc2a59a08e88cd3e3422a9c12\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 6-month daily chart (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>Notice that trading volume is dropping off following the two-day rally off the recent all-time low. This suggests that Palantir is likely to retest the all-time lows toward $6. A retest of the lows and the need for more extensive base building is well supported by the fundamental deterioration discussed above, as well as in my February report. This interpretation is also supported by the fact that Palantir still trades at an elevated valuation of 8.5x the 2022 consensus sales estimate and 51x the consensus non-GAAP EPS estimate.</p><p><b>Potential Return Spectrum</b></p><p>The upside return potential to each of the technical resistance levels is summarized in the table below. I have estimated the downside return potential using various comparable company valuations in the software industry: <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM), <a href=\"https://laohu8.com/S/WDAY\">Workday</a> (WDAY), and Splunk (SPLK). These comparables are a good representation of current valuations throughout the software sector. The lowest downside return estimate is arrived at by applying the market multiple to Palantir&#39;s 2022 EPS estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69450b8413221d5ba42faa5de2a4591f\" tg-width=\"640\" tg-height=\"402\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow what I view as the most likely nearer-term return spectrum of -30% to +128%. The blue highlighted cells represent my estimation of the nearer-term (1-3 years) extremes of the potential return spectrum, which ranges from -44% to +239%.</p><p>The -60% downside potential cannot be ruled out if Palantir&#39;s growth disappointment persists, however, I view this as a low probability level even with further disappointment. On the upside, assuming Palantir begins to gain material traction in the Commercial segment, all-time highs within a 5-year time frame are a reasonable possibility. If so, the upside opportunity is extraordinary at +463%.</p><p><b>Summary</b></p><p>All told, Palantir&#39;s risk/reward asymmetry is heavily skewed to the upside. The vast nature of its long-term opportunity combined with its well-advanced valuation correction should bring all secular growth investors to attention. With the stock highly likely to retest recent lows or lower while building a base, the time is now to plan and execute an accumulation strategy for those seeking exceptional return potential.</p><p>If Palantir can execute on its growth plan and become some version of what AWS was to the last decade, the upside potential is truly vast. In conclusion, my prior quote captures the essence of the Palantir investment case, from the perspective of the company and its business as well as that of an investor: &#34;We have visibility into the upside, and the upside is quite large.&#34;</p><p><b>Investee Details</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54e74788c15daaafe35356e42375e00c\" tg-width=\"640\" tg-height=\"474\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Visibility Into The Upside</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\">\nPalantir: Visibility Into The Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513235-palantir-visibility-into-the-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir shares have been rocked as the market prices in an underlying growth rate closer to 20% rather than the company’s 30% guidance.Management stated that its Foundry platform could be to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513235-palantir-visibility-into-the-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4513235-palantir-visibility-into-the-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236338440","content_text":"SummaryPalantir shares have been rocked as the market prices in an underlying growth rate closer to 20% rather than the company’s 30% guidance.Management stated that its Foundry platform could be to the coming decade what Amazon’s AWS was to the last, offering a glimpse into the vast upside potential.Palantir has suspended its SPAC investment strategy, eliminating a major customer acquisition red flag after unrealized losses surpassed $200 million.With growth slowing, the open question is whether Palantir can broadly penetrate the enterprise software market and the non-US and UK government market.Palantir offers one of the largest long-term growth opportunities in the marketplace. With the shares down 87% and expectations adjusting lower, there is increasing visibility into the upside potential.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a positive risk/reward rating based on the vast nature of its long-term opportunity set, its increasingly attractive valuation, and its deeply oversold technical position. In my prior Palantir report from February 3, 2022, I made the following observation of the likely downside potential for Palantir:To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate… would place Palantir shares at $8… If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility… I apply the same 40x non-GAAP earnings to my estimate of Palantir's current annual run rate… If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021)… the shares could trade down to $6.In fact, the shares touched a low of $6.44 on May 12, 2022, punctuating a vicious -32% selloff following the company's Q1 2022 earnings release. Interestingly, consensus earnings growth estimates are now aligned with my previous 25% earnings growth estimate for 2022. The extraordinary volatility is a reminder that Palantir is for those seeking exceptional growth potential with the associated risk.Nonetheless, the shares are testing a reasonable valuation zone, as outlined in my prior report. Additionally, Palantir's stock is down roughly 87% from its all-time high reached in 2021. As a result, it is fair to say that a significant amount of risk has already materialized and thus has been removed from Palantir's share price.Risk/Reward Rating: PositiveWhile taking notes during Palantir's Q1 2022 earnings conference call, one line, in particular, stood out and captures the essence of the Palantir investment case. The following is a paraphrase of my notes from the call: \"What AWS was to the last decade, Foundry will be to the next.\"Foundry is one of three primary platforms offered by Palantir. This type of vision speaks to the upside opportunity that many envision for Palantir's future. Most investors attribute the majority of Amazon's (AMZN) $1.2 trillion market value to its AWS division. As a result, even a fraction of an AWS-like opportunity represents extraordinary growth potential for Palantir and its shareholders. Palantir's current valuation is near $18 billion (using the fully diluted share count) and trending lower.Growth TrajectoryIn terms of its growth potential, Palantir continues to guide investors to 30% revenue growth per year through 2025. The 32% selloff in the shares following the reiteration of this guidance speaks to the challenge facing Palantir's stock in the near term. The market has clearly signaled that it doubts whether management's 30% growth guidance can be achieved. I spoke to the high likelihood that growth would disappoint in my February report after breaking down Palantir's growth by customer cohort (emphasis added):Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021… As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company's 30% sales growth guidance through mid-decade.Now that the risk of disappointment has materialized, the market is increasingly uncertain about the sustainable growth trajectory for Palantir. To tackle this question, I compiled Palantir's segment sales performance for Q1 2022 and the full year of 2021 to construct a picture of the near-term growth trajectory. The following two tables were compiled from Palantir's Q1 2022 10-Q and 2021 10-K filed with the SEC. The first table displays Q1 2022 and the second displays 2021. Please note that I have color-coded the related cells for comparison within and between the tables.Created by Brian Kapp, stoxdoxBefore adding the 2021 table for comparison, note that Palantir grew its revenue by just over 19% in Q1 2022, excluding revenue from Investees (the lower blue highlighted cell). Please compare the 19% growth in Q1 2022 to the blue highlighted cells in the table below for 2021. The growth deceleration is material excluding Investee revenue.I would highly recommend reading my prior report for a detailed discussion of the Investee situation. A summary of the current Investees is included at the end of this article for those interested. In essence, investing in companies in return for software sales to those same companies is not a sustainable customer acquisition strategy.As a result, I and many others exclude sales to Investees from view when trying to determine Palantir's sustainable growth trajectory. Interestingly, Palantir stated on the Q1 2022 conference call that they have discontinued the Investee program thus removing a major red flag going forward.Created by Brian Kapp, stoxdoxNotice that total sales grew nearly 37% excluding Investees in 2021 (the lower blue highlighted cell). It should be noted that the growth rate in Q3 2021 was 29% and in Q4 2021 it was 25% (not shown here). The 19% growth posted in Q1 2022 is a substantial deceleration, however, it is generally in line with what one would expect given the preexisting slowdown in Palantir's growth trajectory.I have highlighted in yellow the total dollar growth of revenue for Q1 2022 and the full year of 2021 (excluding sales to Investees). The $66 million of revenue growth in Q1 2022 annualizes at $264 million, in comparison to the $401 million of revenue growth posted in 2021. While Palantir experiences some cyclicality, with the potential for stronger sales in the second half of the year, the Q1 2022 sales figure looks quite weak.In fact, in Q1 2021, Palantir grew sales by $112 million (not shown here) which annualized at $448 million compared to the actual sales growth achieved in 2021 of $401 million (excluding Investee revenue). As a result, the Q1 2022 sales growth figure, which annualizes at $264 million, is worrisome when compared to 2021 and the company's 30% sales growth guidance.If sales growth were to come in at $264 million for all of 2022 (excluding Investees), Palantir would grow at 17%. With 19% growth in Q1 2022, down from 37% in 2021, 17% growth would represent a stabilization of the existing downtrend rather than a continuation of Palantir's growth deceleration.Growth stabilization looks to be a possibility as the following paraphrase from my Q1 2022 conference call notes highlights. The paraphrase pertains to management's discussion of Palantir's near-term sales guidance which disappointed investors (emphasis added): \"We have visibility into the upside, and the upside is quite large.\"Upside VisibilityThe bolded text in the above quote inspired the title for this report. It also captures the increasing upside visibility available to investors as Palantir's share price continues to fall. In terms of what could drive Palantir's revenue upside, management believes that US government sales will reaccelerate as 2022 unfolds. The 16% growth posted in Q1 2022 is well below the historical Government segment growth rate of 30% per year. This segment could certainly stabilize Palantir's growth rate as it represents 54% of sales as of Q1.With Commercial segment sales growth stable in 2021 and Q1 2022 near 24% per year (excluding Investee revenue), the Government segment trending back towards its historical growth rate of 30% would return Palantir to the ballpark of its 30% annual sales growth guidance.The following table highlights another Government segment growth vector that could open up given the extreme level of geopolitical instability and the structural ripple effects into the Commercial segment. These ripple effects are most clearly visible in the widespread failure of supply chains in recent times. The table was compiled from Palantir's Q1 2022 10-Q filed with the SEC. I have highlighted the additional Government growth vector.Created by Brian Kapp, stoxdoxThe US government represented 42% of Palantir's total sales in Q1 2022 or approximately $187 million. The UK is a large government customer as well, with the Royal Navy and NHS being notable Palantir customers. I estimate that the US and UK governments account for approximately 92% of Palantir's total Government segment sales. As a result, the vast majority of the rest of world sales in the above table represent Commercial segment sales. I estimate commercial sales comprise 84% of Palantir's rest of world revenue.There is extraordinary upside potential for Palantir in the Government segment globally at only 16% of rest of world sales. With the US and UK governments serving as early adopters, other governments are likely to be incentivized to explore Palantir's capabilities.Greater integration with the US and UK should become increasingly attractive for the rest of the world category. This is especially true given the geopolitical situation and associated commercial disruptions. The possibility that this could become a growth vector for Palantir is highlighted by the following two paraphrases from my Q1 2022 conference call notes: \"The nuclear threat is much higher than is believed or than is being portrayed in the media.\"The underappreciated risk of nuclear events, while at the extreme end of the risk spectrum that Palantir's products help address, serves to accentuate the opportunity set for Palantir. There are an unlimited number of geopolitical risk vectors for the Government segment with direct ripple effects into the Commercial segment. These risks are now on the front burner for the world's governments and enterprises alike.The second paraphrase from my notes pertains to the spillover of geopolitical tensions into the commercial realm and the disruption of supply chains in particular: \"Literally every function of every business is breaking.\"In essence, Palantir believes that the rapid escalation of geopolitical risks (Russia and China in particular) and the spillover into the commercial sector represents an ideal backdrop for Palantir to sell into, given the company's deep roots in national security and mission-critical operations. I tend to agree overall with this positive competitive assessment for the coming years. These dynamics could very well lead to nearer-term growth opportunities that could surprise to the upside once the current growth disappointment dissipates and expectations are fully reset.Consensus Growth EstimatesInterestingly, consensus revenue growth estimates remain unchanged since my February report. As evidenced by Palantir's collapsing share price, the market has sent a clear signal of no confidence in Palantir achieving 30% sales growth. That said, consensus growth estimates continue to embed the company's 30% sales growth guidance. Please note that consensus sales estimates include Investee revenue which should account for 6% of total sales in 2022. The following tables were compiled from Seeking Alpha and my prior article and display consensus estimates as of 5-15-22 compared to 2-2-22.Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted 2022 and 2023 for ease of comparison. Based on the underlying 17% to 19% sales growth trajectory as of Q1 2022 discussed above, the likelihood of missing estimates in 2022 and 2023 is elevated. This is especially true for sales in light of the termination of the Investee customer acquisition strategy. While consensus revenue estimates remain unchanged and at risk, earnings estimates have ratcheted lower since my last report as can be seen in the following table.Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted in yellow the consensus earnings estimates for 2022 and 2023 which have declined by -20% and -14%, respectively, since February 2. Additionally, notice that the valuation multiple has contracted by 18%, from 62x to 51x the 2022 consensus estimate (highlighted in blue). The valuation multiple contracted 22%, from 45x to 35x the 2023 consensus earnings estimate. Please note that these are non-GAAP earnings estimates as Palantir currently operates at a loss on a GAAP basis.Nonetheless, when earnings and valuation multiples are moving in the same direction, amplified price volatility is the end result. As investors, we are looking for situations in which earnings estimates and valuation multiples are moving up together, creating amplified upside opportunities. Palantir is clearly undergoing the opposite at the moment.Profitability TrendsThere remains further risk to consensus earnings estimates for 2022 and 2023 as is evidenced by the company's various profitability measures. When reviewing the underlying trend in Palantir's profitability measures, consensus estimates for 25% and 47% growth in 2022 and 2023, respectively, appear to be at risk. The following table was compiled from Palantir's Q1 2022 10-Q filed with the SEC and displays the company's adjusted operating income growth (highlighted in yellow).Created by Brian Kapp, stoxdoxWhile Palantir's GAAP income is improving from -$114 million to -$39 million, its adjusted operating income has stagnated for all intents and purposes. The signs of profitability stagnation are also evident in Palantir's cash flow statement below (compiled from the same 10-Q). I have highlighted the key data points.Created by Brian Kapp, stoxdoxImportantly, Palantir's Q1 cash flow from operations declined by 70% to $35 million in Q1 2022, while free cash flow turned decidedly negative (the yellow highlighted cells versus the blue highlighted cells). I have included Palantir's investments in Investees in my free cash flow estimation. This amounted to $89.5 million in Q1 and was recently discontinued. Regardless, Palantir's declining cash flows fully support the message from its stagnant adjusted income. The consensus earnings estimates of 25% for 2022 and 47% for 2023 are clearly at risk.Key Business MeasurePalantir utilizes a KPI or Key Performance Indicator for allocating resources internally, which is closely related to the concept of gross profit margin, called Contribution Margin. For a more detailed discussion of this metric, please see my February report. The underlying trajectory of this KPI is similar to the adjusted income and cash flow trends above, if less extreme.The following tables display Palantir's Contribution Margin and were compiled from the company's Q1 2022 10-Q and my previous Palantir report. The first table displays Q1 2022 and the second displays the trend through Q3 2021. Please note that I have color-coded the related cells for comparison within and between the tables.Created by Brian Kapp, stoxdoxBefore displaying the 2021 data, please note that the Contribution Margin grew 24% in Q1 2022 (highlighted in yellow). The growth through Q3 2021 is displayed below and is also highlighted in yellow. Through the first three quarters of 2021, Contribution Margin grew by 64%, however, it slowed dramatically to 37% in Q3 2021 and 27% in Q4 2021 (not shown below). The research and development expense stagnation highlighted in blue, both above and below, will shed some light on the dynamics at play.Created by Brian Kapp, stoxdoxWhile the Contribution Margin is in a similar deceleration trend as most of Palantir's business metrics, at 24% growth in Q1 2022, the growth rate remains above all other metrics. The higher growth rate of Palantir's Contribution Margin in the face of stagnating adjusted income and declining cash flows is likely an artifact of the Investee program that was active through Q1 2022 and which was recently terminated.In essence, Palantir invested in companies (Investees) in return for software sales commitments. Sales to such customers accounted for $39 million of Q1 2022 total sales. Notice in the first table that the 24% Contribution Margin growth in Q1 2022 equates to an increase of $48 million compared to Q1 2021. The Investee sales likely required little in the way of research and development or general and administrative expenses. Palantir acquired and implemented the relationships via an investment agreement.As a result, the Contribution Margin growth of 24% in Q1 2022 is likely inflated by up to $39 million. Removing this would result in Contribution Margin growth of just 4%, which is more in line with the adjusted income stagnation and cash flow contraction. The stagnation of research and development expenses from Q3 2021 to Q1 2022 (highlighted in blue in the above tables) suggests that this is the correct inference regarding the inflated growth of Palantir's Contribution Margin compared to its other performance metrics.Research and DevelopmentIn my February report, I highlighted the rapid slowdown of research and development expenses as a likely negative signal. The reason for this is Palantir's unique sales cycle compared to standard enterprise software companies. I covered the details of Palantir's unique sales cycle and customer cohorts in the prior report. The essence is captured by the following quote from the February article:The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale… This does not appear to be happening at the moment.The following passage from Palantir's 2021 10-K supports my interpretation of the signal being sent by Palantir's stagnant research and development investment.We believe that in order to fully address the most complex and valuable challenges that our customers face, we must experience and understand their problems firsthand… we embed with our users. Our research and development function is responsible for the design, development, testing, validation, and refinement of our platforms, and embedding with our users allows us to identify research and development opportunities…In summary, all profit growth measures look to be on a stagnating trajectory at minimum and point to an elevated risk of disappointment in regard to consensus earnings growth estimates. As a result, a primary challenge in evaluating the timing of an investment in Palantir is inferring what is priced into the shares on the sales and earnings growth front. With consensus growth estimates and the underlying trends in hand, we can begin to construct Palantir's potential return spectrum.TechnicalsThe technical backdrop provides an excellent bird's eye view of Palantir's upside return potential, while fundamental measures will dominate the downside return potential given that Palantir is testing new all-time lows. The following 2-year daily chart captures Palantir's IPO and the essence of the technical backdrop. I have highlighted the key resistance levels (technical upside targets) with orange lines.Palantir 2-year daily chart (Created by Brian Kapp using a chart from Barchart.com)Given the recent break to all-time lows, there are no visible technical support levels. The 1-year daily chart below provides a closer look.Palantir 1-year daily chart (Created by Brian Kapp using a chart from Barchart.com)Please note that the gold line represents the 50-day moving average and the grey line denotes the 200-day moving average. At roughly $8 per share, Palantir is deeply oversold as is evidenced by it being 128% away from its 200-day moving average. The 200-day moving average happens to coincide with the second resistance level. This is likely to be a very heavy resistance zone as it served as the primary support level during Q2 and Q4 of 2021.Before testing the upper resistance levels, Palantir will first have to clear the first resistance level near the IPO price of $10. The following 6-month daily chart zooms in on this first resistance level.Palantir 6-month daily chart (Created by Brian Kapp using a chart from Barchart.com)Notice that trading volume is dropping off following the two-day rally off the recent all-time low. This suggests that Palantir is likely to retest the all-time lows toward $6. A retest of the lows and the need for more extensive base building is well supported by the fundamental deterioration discussed above, as well as in my February report. This interpretation is also supported by the fact that Palantir still trades at an elevated valuation of 8.5x the 2022 consensus sales estimate and 51x the consensus non-GAAP EPS estimate.Potential Return SpectrumThe upside return potential to each of the technical resistance levels is summarized in the table below. I have estimated the downside return potential using various comparable company valuations in the software industry: Salesforce (CRM), Workday (WDAY), and Splunk (SPLK). These comparables are a good representation of current valuations throughout the software sector. The lowest downside return estimate is arrived at by applying the market multiple to Palantir's 2022 EPS estimate.Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted in yellow what I view as the most likely nearer-term return spectrum of -30% to +128%. The blue highlighted cells represent my estimation of the nearer-term (1-3 years) extremes of the potential return spectrum, which ranges from -44% to +239%.The -60% downside potential cannot be ruled out if Palantir's growth disappointment persists, however, I view this as a low probability level even with further disappointment. On the upside, assuming Palantir begins to gain material traction in the Commercial segment, all-time highs within a 5-year time frame are a reasonable possibility. If so, the upside opportunity is extraordinary at +463%.SummaryAll told, Palantir's risk/reward asymmetry is heavily skewed to the upside. The vast nature of its long-term opportunity combined with its well-advanced valuation correction should bring all secular growth investors to attention. With the stock highly likely to retest recent lows or lower while building a base, the time is now to plan and execute an accumulation strategy for those seeking exceptional return potential.If Palantir can execute on its growth plan and become some version of what AWS was to the last decade, the upside potential is truly vast. In conclusion, my prior quote captures the essence of the Palantir investment case, from the perspective of the company and its business as well as that of an investor: \"We have visibility into the upside, and the upside is quite large.\"Investee DetailsCreated by Brian Kapp, stoxdox","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034575263,"gmtCreate":1647932447161,"gmtModify":1676534281670,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034575263","repostId":"2221301051","repostType":2,"repost":{"id":"2221301051","kind":"news","pubTimestamp":1647927635,"share":"https://ttm.financial/m/news/2221301051?lang=&edition=fundamental","pubTime":"2022-03-22 13:40","market":"us","language":"en","title":"Why Airbnb's (NASDAQ:ABNB) High Growth may be Already Factored-In","url":"https://stock-news.laohu8.com/highlight/detail?id=2221301051","media":"Simply Wall St.","summary":"Looking back on 2020 and 2021, Airbnb, Inc. (NASDAQ:ABNB) managed to hold relatively steady in a tim","content":"<html><head></head><body><p>Looking back on 2020 and 2021, <b>Airbnb, Inc.</b> (NASDAQ:ABNB) managed to hold relatively steady in a time when half of the world was under some form of lockdown. The company came out of the pandemic by improving not only their top line, but expanding and refining services. Sometimes pressure does create steel. </p><p><i>Today, we will review the fundamentals, and examine if the company can create enough value to justify the current valuation.</i></p><h3>Fundamentals</h3><p>Looking briefly at the price action, we see that the stock rebounded some 23% since March 7th, indicating a short term uptrend. While it is quite early, investors are already pricing-in the impact of this vacation season, where a strong resurgence of global and local tourism activity can be expected.</p><p>ABNB is expected to resume the growth trajectory from 2019 and continue revenue growth well into 2025. The company booked some losses during the past 2 years, but actually turned positive cash flows. The losses may be carried over as expenses which will provide some cost efficiencies, while the positive cash flows give investors an indication of how profitable they can expect the company to become in the future, and the cash capacity for reinvestment (CapEx) into improving the service.</p><p>Currently, AirBnb has an operating cash flow margin of 36.5% which we can sometimes associate with an EBITDA margin after income stabilizes. The operating cash flows are close to the free cash flows, but this difference might increase in the future as the company starts investing in CapEx. In any case, this gives us an indication as to where we can expect future margins to converge. Additionally, AirBnb&#39;s competitor, <b><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a></b> (NASDAQ:BKNG) has a pre-pandemic FCF margin of 30%, and currently at 23%. Given the quality of AirBnb and the aggressive taking of market share from competitors, it might be reasonable to assume that the company can surpass Booking Holdings in profitability margins and deliver even more cash flows to investors. This is perhaps part of the reason why AirBnb is trading some US$15b higher than Booking.</p><h3>Future Estimates</h3><p>In the chart below, we can see how analysts view the company&#39;s future and use their estimates to build our own expectation for AirBnb.</p><p><img src=\"https://static.tigerbbs.com/f5fdbbf7bf2ac89ca7dd14ac79c64797\" tg-width=\"821\" tg-height=\"524\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NasdaqGS:ABNB Earnings and Revenue Growth March 21st 2022</p><p>Taking into account the latest results (released Feb. 15th), the consensus forecast from Airbnb&#39;s 37 analysts is for revenues of US$7.90b in 2022, which would reflect a major 32% improvement in sales compared to the last 12 months. Earnings are expected to improve, with Airbnb forecast to report a statutory profit of US$1.31 per share and formally breaking-even again.</p><h3>Price and Value</h3><p>The consensus price target was unchanged at US$199, implying that the stock is getting closer to its mark. Analysts have different opinions and currently, the most bullish analyst values Airbnb at US$250 per share, while the most bearish prices it at US$114.</p><p>Since this estimate is quite spread out, investors might be better off estimating if AirBnb can pull off the required earnings based on the industry PE multiple of 19.5x as US$105b / 19.5 = 10.5b in annual earnings or free cash flows. If you think that ABNB can reach this earnings number in a few years (the sooner the better), then the current valuation is likely justified - If on the other hand you think they will end up making more than this, then you might feel that there is an upside to the stock. </p><p>Keep in mind that the recent downfall in tech and growth stocks reminded us that cash does matter. Investors can wait, but the company must execute according to a realistic timeline.</p><h3>The Bottom Line</h3><p>AirBnb is quietly gaining price appreciation as investors make their estimates for the current vacation season. People seem to be starved for travel and experiences, which may contribute to a healthy rebound for the stock.</p><p>While growth is great, it is also priced-in, and the current valuation seems to imply that the company will eventually make about US$10.5b in free cash flows - a number not to be underestimated. If investors feel that AirBnb can surpass this figure within a reasonable time horizon, then they might find the stock to have upside.</p></body></html>","source":"lsy1616055508394","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>Why Airbnb's (NASDAQ:ABNB) High Growth may be Already Factored-In</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\">\nWhy Airbnb's (NASDAQ:ABNB) High Growth may be Already Factored-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 13:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-services/nasdaq-abnb/airbnb/news/why-airbnbs-nasdaqabnb-high-growth-may-be-already-factored-i><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Looking back on 2020 and 2021, Airbnb, Inc. (NASDAQ:ABNB) managed to hold relatively steady in a time when half of the world was under some form of lockdown. The company came out of the pandemic by ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nasdaq-abnb/airbnb/news/why-airbnbs-nasdaqabnb-high-growth-may-be-already-factored-i\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4566":"资本集团","ABNB":"爱彼迎","BK4142":"酒店、度假村与豪华游轮"},"source_url":"https://simplywall.st/stocks/us/consumer-services/nasdaq-abnb/airbnb/news/why-airbnbs-nasdaqabnb-high-growth-may-be-already-factored-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221301051","content_text":"Looking back on 2020 and 2021, Airbnb, Inc. (NASDAQ:ABNB) managed to hold relatively steady in a time when half of the world was under some form of lockdown. The company came out of the pandemic by improving not only their top line, but expanding and refining services. Sometimes pressure does create steel. Today, we will review the fundamentals, and examine if the company can create enough value to justify the current valuation.FundamentalsLooking briefly at the price action, we see that the stock rebounded some 23% since March 7th, indicating a short term uptrend. While it is quite early, investors are already pricing-in the impact of this vacation season, where a strong resurgence of global and local tourism activity can be expected.ABNB is expected to resume the growth trajectory from 2019 and continue revenue growth well into 2025. The company booked some losses during the past 2 years, but actually turned positive cash flows. The losses may be carried over as expenses which will provide some cost efficiencies, while the positive cash flows give investors an indication of how profitable they can expect the company to become in the future, and the cash capacity for reinvestment (CapEx) into improving the service.Currently, AirBnb has an operating cash flow margin of 36.5% which we can sometimes associate with an EBITDA margin after income stabilizes. The operating cash flows are close to the free cash flows, but this difference might increase in the future as the company starts investing in CapEx. In any case, this gives us an indication as to where we can expect future margins to converge. Additionally, AirBnb's competitor, Booking Holdings (NASDAQ:BKNG) has a pre-pandemic FCF margin of 30%, and currently at 23%. Given the quality of AirBnb and the aggressive taking of market share from competitors, it might be reasonable to assume that the company can surpass Booking Holdings in profitability margins and deliver even more cash flows to investors. This is perhaps part of the reason why AirBnb is trading some US$15b higher than Booking.Future EstimatesIn the chart below, we can see how analysts view the company's future and use their estimates to build our own expectation for AirBnb.NasdaqGS:ABNB Earnings and Revenue Growth March 21st 2022Taking into account the latest results (released Feb. 15th), the consensus forecast from Airbnb's 37 analysts is for revenues of US$7.90b in 2022, which would reflect a major 32% improvement in sales compared to the last 12 months. Earnings are expected to improve, with Airbnb forecast to report a statutory profit of US$1.31 per share and formally breaking-even again.Price and ValueThe consensus price target was unchanged at US$199, implying that the stock is getting closer to its mark. Analysts have different opinions and currently, the most bullish analyst values Airbnb at US$250 per share, while the most bearish prices it at US$114.Since this estimate is quite spread out, investors might be better off estimating if AirBnb can pull off the required earnings based on the industry PE multiple of 19.5x as US$105b / 19.5 = 10.5b in annual earnings or free cash flows. If you think that ABNB can reach this earnings number in a few years (the sooner the better), then the current valuation is likely justified - If on the other hand you think they will end up making more than this, then you might feel that there is an upside to the stock. Keep in mind that the recent downfall in tech and growth stocks reminded us that cash does matter. Investors can wait, but the company must execute according to a realistic timeline.The Bottom LineAirBnb is quietly gaining price appreciation as investors make their estimates for the current vacation season. People seem to be starved for travel and experiences, which may contribute to a healthy rebound for the stock.While growth is great, it is also priced-in, and the current valuation seems to imply that the company will eventually make about US$10.5b in free cash flows - a number not to be underestimated. If investors feel that AirBnb can surpass this figure within a reasonable time horizon, then they might find the stock to have upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099394172,"gmtCreate":1643295217861,"gmtModify":1676533799457,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Then what happens to douyu stock holders","listText":"Then what happens to douyu stock holders","text":"Then what happens to douyu stock holders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099394172","repostId":"1171086965","repostType":2,"repost":{"id":"1171086965","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643295051,"share":"https://ttm.financial/m/news/1171086965?lang=&edition=fundamental","pubTime":"2022-01-27 22:50","market":"us","language":"en","title":"Douyu Jumped 6% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1171086965","media":"Tiger Newspress","summary":"Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid di","content":"<html><head></head><body><p>Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid disagreements over strategy among executives at the Chinese videogame streaming firm, two people with direct knowledge of the matter said.<img src=\"https://static.tigerbbs.com/494a92bc87335432ab045cbdaddfdc7b\" tg-width=\"1119\" tg-height=\"766\" width=\"100%\" height=\"auto\"/></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>Douyu Jumped 6% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDouyu Jumped 6% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid disagreements over strategy among executives at the Chinese videogame streaming firm, two people with direct knowledge of the matter said.<img src=\"https://static.tigerbbs.com/494a92bc87335432ab045cbdaddfdc7b\" tg-width=\"1119\" tg-height=\"766\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOYU":"斗鱼","00700":"腾讯控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171086965","content_text":"Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid disagreements over strategy among executives at the Chinese videogame streaming firm, two people with direct knowledge of the matter said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090031215,"gmtCreate":1643032854641,"gmtModify":1676533766621,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090031215","repostId":"2205005817","repostType":2,"repost":{"id":"2205005817","kind":"highlight","pubTimestamp":1643028285,"share":"https://ttm.financial/m/news/2205005817?lang=&edition=fundamental","pubTime":"2022-01-24 20:44","market":"us","language":"en","title":"Down 38% to 51%: 3 Top Metaverse Stocks to Buy for 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2205005817","media":"Motley Fool","summary":"Want to see real profits from the rise of virtual worlds? These companies can help.","content":"<html><head></head><body><p>The metaverse is one of the most exciting technology trends on the horizon, and it represents a massive opportunity for investors. Some industry insiders and analysts even think it could grow to be a multitrillion-dollar annual market.</p><p>If the emerging product and services category even comes close to that level, it&#39;s virtually certain to create some big winners on the stock market. With that in mind, read on to see why a panel of Motley Fool contributors identified <b>Himax Technologies</b> (NASDAQ:HIMX), <b>Unity Software</b> (NYSE:U), and <b>Roblox</b> (NYSE:RBLX) as top metaverse stocks trading at big discounts from recent highs.</p><h2><b>This semiconductor stock is ready for the next level</b></h2><p><b>Keith Noonan (Himax Technologies): </b>Most of the metaverse&#39;s profit potential lies in software and services, but there will also be some hardware components suppliers that score big wins with the trend. You can count Himax Technologies among those that look positioned to thrive. The company is a leading designer of display-driver chips for regulating pixel colors on displays, and its products could play a key role in turning metaverse visions into reality.</p><p>Himax stock surged last year thanks to stellar revenue and earnings growth, but its share price has slipped amid headwinds related to chip manufacturing limitations and the market&#39;s mounting aversion to tech stocks. After recent turbulence, the stock trades down roughly 38% from its 52-week high. The big sell-off has pushed the company&#39;s forward price-to-earnings ratio down to just 4 and its forward-price-to-sales ratio to just 1.1, but it&#39;s important to note that this is a highly cyclical business.</p><p>With cyclical stocks, otherwise attractive price-to-earnings and price-to-sales multiples can actually be a warning sign because they can indicate that the business near the top of an upswing trend and that performance could slip in the near future. Thankfully for Himax investors, there are reasons to suspect that the stock still offers big upside.</p><p>Himax has been an early mover in developing chips for AR and VR, but it&#39;s still in the early stages of benefiting from metaverse-related hardware. The company&#39;s big sales and earnings growth last year largely came from automotive displays and mobile. While its business has historically been tied to cyclical trends, the automotive-display category is still a young market, and the mobile space still appears to be in the early stages of a major upgrade shift tied to 5G and augmented reality.</p><p>With demand in core product categories still looking strong and the metaverse just starting to take off, Himax appears to be entering into a new kind of business cycle.</p><h2>A picks-and-shovels play on meta-everything</h2><p><b>Jason Hall (Unity):</b> There&#39;s a ton of debate about the future of the metaverse. Is there a future where we wake up and put on a headset, living our lives in a virtual environment? I&#39;m not going to go down that path, but what I will say is that I think the practical applications of virtual reality -- that&#39;s what the metaverse really is -- will take decades to fully play out. In the interim, we could see a lot of companies focused on consumer VR deliver poor returns.</p><p>But looking more broadly at industrial applications (think product design, engineering, architecture) and entertainment content like effects and gaming, and I think Unity could be a huge winner. The company&#39;s software and its platform of services are already used to build many of the tools used in design, and many of the games we play and video entertainment we consume.</p><p>And creators are quickly adopting Unity&#39;s platform. Revenue was up 43% over the past year, and the number of users spending $100,000 or more per year increased 32%. Dollar-based net expansion rate was 142%, meaning customers are spending increasingly more money over time. And that&#39;s before its recent Weta Digital acquisition, which will move it even deeper into high-end entertainment content.</p><p>I&#39;m not making the case that Unity stock is cheap; shares still trade for 30 times sales after the sell-off. But I love the business and its prospects to continue growing at a very high rate, and with increasingly high margins, as the metaverse concept evolves and expands. Down 48% from the high, I think the chances of market-beating returns are a lot better now.</p><h2>A metaverse pioneer with nearly 50 million daily active users</h2><p><b>Parkev Tatevosian (Roblox):</b> Metaverse pioneer Roblox is experiencing a rough start to 2022. The stock is down 27% year to date and 51% from its high. The company was a prime beneficiary of the coronavirus pandemic. Millions of kids were sent home for remote learning, extracurricular activities were canceled, and there were limited options for entertainment outside the home.</p><p>From its first quarter of 2020 to the first quarter of 2021, Roblox gained 18.5 million daily active users to reach a total of 42.1 million. Growth has slowed ever since then. Still, Roblox impressively retained users gained during the more acute phases of the pandemic and added another 5.2 million by the end of Q3 2021.</p><p>Note Roblox is free to join, and most activities on the platform are free. Roblox makes money by selling an in-game currency called Robux, which can be used for exclusive items and premium experiences. And like customer growth, revenue exploded since the pandemic onset. Roblox&#39;s Q3 revenue of $509 million was more than all the revenue it earned in the fiscal year 2019.</p><p>While Roblox is not profitable on the bottom line just yet, it is generating robust free cash flow. Roblox has reported a free cash flow of over $100 million for five consecutive quarters. To put that into context, Roblox reported less than $15 million in free cash flow for all of 2019.</p><p>This metaverse pioneer was growing customers, revenue, and cash flows even before the outbreak, but the lockdowns put fuel on the fire, and it is sustaining the momentum. Fortunately for investors, the broad growth stock sell-off allows you to buy Roblox stock at a price-to-free cash flow ratio of 62, near the lowest it has sold for according to this metric.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 38% to 51%: 3 Top Metaverse Stocks to Buy for 2022 and Beyond</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\">\nDown 38% to 51%: 3 Top Metaverse Stocks to Buy for 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 20:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/24/down-38-to-51-3-top-metaverse-stocks-to-buy-for-20/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The metaverse is one of the most exciting technology trends on the horizon, and it represents a massive opportunity for investors. Some industry insiders and analysts even think it could grow to be a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/down-38-to-51-3-top-metaverse-stocks-to-buy-for-20/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4085":"互动家庭娱乐","BK4141":"半导体产品","BK4526":"热门中概股","HIMX":"奇景光电","BK4023":"应用软件","BK4554":"元宇宙及AR概念","RBLX":"Roblox Corporation","BK4551":"寇图资本持仓","U":"Unity Software Inc.","BK4565":"NFT概念","BK4535":"淡马锡持仓","BK4547":"WSB热门概念"},"source_url":"https://www.fool.com/investing/2022/01/24/down-38-to-51-3-top-metaverse-stocks-to-buy-for-20/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205005817","content_text":"The metaverse is one of the most exciting technology trends on the horizon, and it represents a massive opportunity for investors. Some industry insiders and analysts even think it could grow to be a multitrillion-dollar annual market.If the emerging product and services category even comes close to that level, it's virtually certain to create some big winners on the stock market. With that in mind, read on to see why a panel of Motley Fool contributors identified Himax Technologies (NASDAQ:HIMX), Unity Software (NYSE:U), and Roblox (NYSE:RBLX) as top metaverse stocks trading at big discounts from recent highs.This semiconductor stock is ready for the next levelKeith Noonan (Himax Technologies): Most of the metaverse's profit potential lies in software and services, but there will also be some hardware components suppliers that score big wins with the trend. You can count Himax Technologies among those that look positioned to thrive. The company is a leading designer of display-driver chips for regulating pixel colors on displays, and its products could play a key role in turning metaverse visions into reality.Himax stock surged last year thanks to stellar revenue and earnings growth, but its share price has slipped amid headwinds related to chip manufacturing limitations and the market's mounting aversion to tech stocks. After recent turbulence, the stock trades down roughly 38% from its 52-week high. The big sell-off has pushed the company's forward price-to-earnings ratio down to just 4 and its forward-price-to-sales ratio to just 1.1, but it's important to note that this is a highly cyclical business.With cyclical stocks, otherwise attractive price-to-earnings and price-to-sales multiples can actually be a warning sign because they can indicate that the business near the top of an upswing trend and that performance could slip in the near future. Thankfully for Himax investors, there are reasons to suspect that the stock still offers big upside.Himax has been an early mover in developing chips for AR and VR, but it's still in the early stages of benefiting from metaverse-related hardware. The company's big sales and earnings growth last year largely came from automotive displays and mobile. While its business has historically been tied to cyclical trends, the automotive-display category is still a young market, and the mobile space still appears to be in the early stages of a major upgrade shift tied to 5G and augmented reality.With demand in core product categories still looking strong and the metaverse just starting to take off, Himax appears to be entering into a new kind of business cycle.A picks-and-shovels play on meta-everythingJason Hall (Unity): There's a ton of debate about the future of the metaverse. Is there a future where we wake up and put on a headset, living our lives in a virtual environment? I'm not going to go down that path, but what I will say is that I think the practical applications of virtual reality -- that's what the metaverse really is -- will take decades to fully play out. In the interim, we could see a lot of companies focused on consumer VR deliver poor returns.But looking more broadly at industrial applications (think product design, engineering, architecture) and entertainment content like effects and gaming, and I think Unity could be a huge winner. The company's software and its platform of services are already used to build many of the tools used in design, and many of the games we play and video entertainment we consume.And creators are quickly adopting Unity's platform. Revenue was up 43% over the past year, and the number of users spending $100,000 or more per year increased 32%. Dollar-based net expansion rate was 142%, meaning customers are spending increasingly more money over time. And that's before its recent Weta Digital acquisition, which will move it even deeper into high-end entertainment content.I'm not making the case that Unity stock is cheap; shares still trade for 30 times sales after the sell-off. But I love the business and its prospects to continue growing at a very high rate, and with increasingly high margins, as the metaverse concept evolves and expands. Down 48% from the high, I think the chances of market-beating returns are a lot better now.A metaverse pioneer with nearly 50 million daily active usersParkev Tatevosian (Roblox): Metaverse pioneer Roblox is experiencing a rough start to 2022. The stock is down 27% year to date and 51% from its high. The company was a prime beneficiary of the coronavirus pandemic. Millions of kids were sent home for remote learning, extracurricular activities were canceled, and there were limited options for entertainment outside the home.From its first quarter of 2020 to the first quarter of 2021, Roblox gained 18.5 million daily active users to reach a total of 42.1 million. Growth has slowed ever since then. Still, Roblox impressively retained users gained during the more acute phases of the pandemic and added another 5.2 million by the end of Q3 2021.Note Roblox is free to join, and most activities on the platform are free. Roblox makes money by selling an in-game currency called Robux, which can be used for exclusive items and premium experiences. And like customer growth, revenue exploded since the pandemic onset. Roblox's Q3 revenue of $509 million was more than all the revenue it earned in the fiscal year 2019.While Roblox is not profitable on the bottom line just yet, it is generating robust free cash flow. Roblox has reported a free cash flow of over $100 million for five consecutive quarters. To put that into context, Roblox reported less than $15 million in free cash flow for all of 2019.This metaverse pioneer was growing customers, revenue, and cash flows even before the outbreak, but the lockdowns put fuel on the fire, and it is sustaining the momentum. Fortunately for investors, the broad growth stock sell-off allows you to buy Roblox stock at a price-to-free cash flow ratio of 62, near the lowest it has sold for according to this metric.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000524099,"gmtCreate":1640239306502,"gmtModify":1676533510820,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000524099","repostId":"2193519088","repostType":2,"repost":{"id":"2193519088","kind":"highlight","pubTimestamp":1640226997,"share":"https://ttm.financial/m/news/2193519088?lang=&edition=fundamental","pubTime":"2021-12-23 10:36","market":"us","language":"en","title":"This 2021 Loser Stock Could Be 2022's Biggest Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=2193519088","media":"Motley Fool","summary":"From 2020 hero to 2021 zero, Teladoc now may be a big winner in 2022.","content":"<p>Virtual healthcare company <b>Teladoc Health</b> (NYSE:TDOC) will be the 2022 darling of Wall Street. Ok, don't laugh; the stock is down roughly 66% from its highs earlier this year. I don't blame you for being skeptical of this stock, which has been a complete loser over the past year.</p>\n<p>But let's consider a few things. The company spent 2021 evolving, moving closer to its long-term vision of what healthcare could become. Throw in a COVID-19 virus that doesn't want to disappear, and we could have fireworks in 2022. Let's dive deeper:</p>\n<h2>Whole-person care is the new healthcare</h2>\n<p>The traditional healthcare system is very fragmented. Patients see an average of 19 doctors over their lifetime, and each new doctor often means a new practice, a new relationship with a care provider, and varying medical records.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f362ef0d223dfdddfad2dc7d9316a096\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image Source: Getty Images.</span></p>\n<p>All of this can make the care we receive an inconsistent experience, leaving patients unsatisfied and health ailments unresolved, potentially causing more harm. Teladoc has spent years acquiring and developing the assets to build Primary360, the front door to what it calls \"whole-person care.\"</p>\n<p>The concept of whole-person care brings primary healthcare, mental health, and treatment for chronic conditions together in a virtual package that patients can access from their phones. Teladoc has the technology to use data and analytics to create a more personalized healthcare experience due to its 2020 acquisition of Livongo for $18.5 billion in cash and stock.</p>\n<h2>A new reality?</h2>\n<p>Teladoc was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those ideal \"COVID stocks\" as lockdowns and avoiding face-to-face visits for fear of getting sick drove a significant increase in telehealth usage. The company saw revenue growth accelerate from around 20% before COVID to triple digits during the pandemic.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/680d2261d92893b1cb00307f63a567cc\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>TDOC Revenue (Quarterly YOY Growth) data by YCharts</span></p>\n<p>Revenue growth has started to decelerate, in part because of the difficult year-over-year comparisons. Investors could be worried that a post-lockdown world will see the company's revenue growth slow to pre-pandemic levels, but is this likely?</p>\n<p>Teladoc's Primary360 system could be the key to growth beyond the pandemic, but COVID seems to be helping the company in the near term. The omicron variant is the latest and most contagious mutation of the virus. Initial studies show that vaccinations are less effective against the omicron variant with efficacy against infection as low as 30%.</p>\n<p>While we might not experience lockdowns to the extent that we did in 2020, we still might see continued adoption of virtual services to protect vulnerable people from exposure. This could drive the near-term telehealth business and speed up adoption of virtual healthcare systems like Primary360.</p>\n<h2>Years of growth ahead</h2>\n<p>Teladoc may benefit from these circumstances in 2022. Still, the long-term story is the permanent shift to Primary360 if patients decide that all-in-one virtual care is better than the traditional system. Teladoc fully launched its Primary360 platform just a couple of months ago and will market it through health plans, insurers, employers, and directly to consumers.</p>\n<p>In November, management held an investor event and released multiyear revenue guidance of 25% to 30% growth per year through 2024. Going to market through all healthcare channels should allow the company to grow its user base -- and then sell multiple products to those users, further compounding revenue growth.</p>\n<p>The company estimates that 80% of the population could benefit from one or more of Teladoc's services, which translates to a $261 billion potential market in the United States alone, meaning the company has penetrated less than 1% given its $2 billion revenue guidance for 2021.</p>\n<h2>Depressed valuation could mean big gains ahead</h2>\n<p>Investors have steadily sold off Teladoc stock since lockdowns peaked, probably on concerns that the company was a pandemic play -- and its success a momentary flash in the pan.</p>\n<h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be352f0c1d5403e02a9a8061c34db1f5\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>TDOC PS Ratio data by YCharts</span></p></h2>\n<p>No doubt, the shares could still go lower in the short term as growth stocks in general have had a tough time over the past couple of months. On the other hand, virtually all of the pandemic hype seems to be priced out of the shares now with the price-to-sales (P/S) ratio down from 24 to under 8, less than its pre-pandemic valuation.</p>\n<p>If the company performs to the expectations it laid out recently, investors are looking at 25% to 30% annual returns over the next several years just from organic growth of the business. Primary360's potential success might also improve sentiment toward Teladoc, which could mean an increased valuation, further driving investor returns.</p>\n<p>Teladoc's recent trajectory might understandably cause doubters, but I think the stock could also be one of 2022's biggest winners after being kicked to the curb in 2021.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This 2021 Loser Stock Could Be 2022's Biggest Winner</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\">\nThis 2021 Loser Stock Could Be 2022's Biggest Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/22/this-2021-loser-stock-could-be-2022s-biggest-winne/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Virtual healthcare company Teladoc Health (NYSE:TDOC) will be the 2022 darling of Wall Street. Ok, don't laugh; the stock is down roughly 66% from its highs earlier this year. I don't blame you for ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/22/this-2021-loser-stock-could-be-2022s-biggest-winne/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4167":"医疗保健技术","BK4548":"巴美列捷福持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/12/22/this-2021-loser-stock-could-be-2022s-biggest-winne/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193519088","content_text":"Virtual healthcare company Teladoc Health (NYSE:TDOC) will be the 2022 darling of Wall Street. Ok, don't laugh; the stock is down roughly 66% from its highs earlier this year. I don't blame you for being skeptical of this stock, which has been a complete loser over the past year.\nBut let's consider a few things. The company spent 2021 evolving, moving closer to its long-term vision of what healthcare could become. Throw in a COVID-19 virus that doesn't want to disappear, and we could have fireworks in 2022. Let's dive deeper:\nWhole-person care is the new healthcare\nThe traditional healthcare system is very fragmented. Patients see an average of 19 doctors over their lifetime, and each new doctor often means a new practice, a new relationship with a care provider, and varying medical records.\nImage Source: Getty Images.\nAll of this can make the care we receive an inconsistent experience, leaving patients unsatisfied and health ailments unresolved, potentially causing more harm. Teladoc has spent years acquiring and developing the assets to build Primary360, the front door to what it calls \"whole-person care.\"\nThe concept of whole-person care brings primary healthcare, mental health, and treatment for chronic conditions together in a virtual package that patients can access from their phones. Teladoc has the technology to use data and analytics to create a more personalized healthcare experience due to its 2020 acquisition of Livongo for $18.5 billion in cash and stock.\nA new reality?\nTeladoc was one of those ideal \"COVID stocks\" as lockdowns and avoiding face-to-face visits for fear of getting sick drove a significant increase in telehealth usage. The company saw revenue growth accelerate from around 20% before COVID to triple digits during the pandemic.\nTDOC Revenue (Quarterly YOY Growth) data by YCharts\nRevenue growth has started to decelerate, in part because of the difficult year-over-year comparisons. Investors could be worried that a post-lockdown world will see the company's revenue growth slow to pre-pandemic levels, but is this likely?\nTeladoc's Primary360 system could be the key to growth beyond the pandemic, but COVID seems to be helping the company in the near term. The omicron variant is the latest and most contagious mutation of the virus. Initial studies show that vaccinations are less effective against the omicron variant with efficacy against infection as low as 30%.\nWhile we might not experience lockdowns to the extent that we did in 2020, we still might see continued adoption of virtual services to protect vulnerable people from exposure. This could drive the near-term telehealth business and speed up adoption of virtual healthcare systems like Primary360.\nYears of growth ahead\nTeladoc may benefit from these circumstances in 2022. Still, the long-term story is the permanent shift to Primary360 if patients decide that all-in-one virtual care is better than the traditional system. Teladoc fully launched its Primary360 platform just a couple of months ago and will market it through health plans, insurers, employers, and directly to consumers.\nIn November, management held an investor event and released multiyear revenue guidance of 25% to 30% growth per year through 2024. Going to market through all healthcare channels should allow the company to grow its user base -- and then sell multiple products to those users, further compounding revenue growth.\nThe company estimates that 80% of the population could benefit from one or more of Teladoc's services, which translates to a $261 billion potential market in the United States alone, meaning the company has penetrated less than 1% given its $2 billion revenue guidance for 2021.\nDepressed valuation could mean big gains ahead\nInvestors have steadily sold off Teladoc stock since lockdowns peaked, probably on concerns that the company was a pandemic play -- and its success a momentary flash in the pan.\nTDOC PS Ratio data by YCharts\nNo doubt, the shares could still go lower in the short term as growth stocks in general have had a tough time over the past couple of months. On the other hand, virtually all of the pandemic hype seems to be priced out of the shares now with the price-to-sales (P/S) ratio down from 24 to under 8, less than its pre-pandemic valuation.\nIf the company performs to the expectations it laid out recently, investors are looking at 25% to 30% annual returns over the next several years just from organic growth of the business. Primary360's potential success might also improve sentiment toward Teladoc, which could mean an increased valuation, further driving investor returns.\nTeladoc's recent trajectory might understandably cause doubters, but I think the stock could also be one of 2022's biggest winners after being kicked to the curb in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830494960,"gmtCreate":1629087685250,"gmtModify":1676529925594,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830494960","repostId":"2159210869","repostType":4,"repost":{"id":"2159210869","kind":"highlight","pubTimestamp":1629085131,"share":"https://ttm.financial/m/news/2159210869?lang=&edition=fundamental","pubTime":"2021-08-16 11:38","market":"us","language":"en","title":"5 Game-Changing Stocks That Can Turn $250,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2159210869","media":"Motley Fool","summary":"These innovative companies can generate life-altering returns for patient investors.","content":"<p>Since the stock market bottomed out in March 2020, investors have been treated to a record-breaking bounce-back rally. The widely followed <b>S&amp;P 500</b> has nearly doubled in 16 months, and it's spent the better part of 2021 pushing to <a href=\"https://laohu8.com/S/AONE.U\">one</a> new all-time high after another.</p>\n<p>While some investors might be skittish about putting money to work with the market regularly knocking on the door of new highs, history has shown that, if you're a long-term investor who allows their investment thesis to play out, anytime is a great time to buy high-quality stocks.</p>\n<p>The following five game-changing stocks all offer the potential to turn a sizable amount of cash, say $250,000, into a life-altering amount of money ($1 million) by 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d711291c526c90f22832ea8dbaa542\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>Don't let anyone tell you that brand-name, mega-cap stocks can't deliver big-time returns for investors. Despite a $236 billion market cap, cloud-based customer relationship management (CRM) software provider <b>Salesforce.com </b>(NYSE:CRM) has all the tools necessary to make a run at a $1 trillion valuation by the end of the decade.</p>\n<p>For those of you wondering, CRM software is used consumer-facing businesses to oversee client relationships, handle service issues, manage online marketing campaigns, and run a variety of predictive analyses, to name a few core functions. Salesforce is the undisputed king of CRM sales. When IDC examined global CRM revenue in the first half of 2020, it found that Salesforce brought in 19.8% of total sales. That was more than its four-closest competitors, combined, and it practically ensures that the company's leading position in this double-digit growth trend remains unmatched.</p>\n<p>Salesforce CEO Marc Benioff has also been a mastermind on the acquisition front. Previous purchases (MuleSoft and Tableau) have expanded its product and service ecosystem and helped to fuel a 29% compound annual sales growth rate over the past decade. The company's most recent acquisition of cloud-based enterprise communications platform <a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a> will serve as a jumping-off point for Salesforce to cross-sell to small-and-medium-sized businesses.</p>\n<p>If all continues to go well, Salesforce will surpass $50 billion in annual sales by fiscal 2026 after reporting $21.3 billion in revenue in fiscal 2021. That's sustainable growth long-term investors can count on.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32c18ecc95b7f09fe697dc43e18f48db\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>The Original Bark Company</h2>\n<p>On the other end of the spectrum is dog-focused product and service small-cap stock, <b>The Original Bark Company</b> (NYSE:BARK), which is perhaps better known as BarkBox.</p>\n<p>Even though pet expenditures aren't growing as quickly as CRM software on an annual basis, there may not be a more recession-resistant industry than pets. After all, sales data from the American Pet Products Association shows it's been at least a quarter of a century since year-over-year pet spending declined. This year alone, pet owners are forecast to shell out $109.6 billion.</p>\n<p>What makes Bark so intriguing is its subscription-focused operating model. Approximately 90% of its sales are based on a monthly subscription model, with the remainder originating from product placement in over 23,000 retail locations.&nbsp; Not having to maintain brick-and-mortar locations or sit on mountains of inventory means lower overhead costs and a gross margin that's consistently hovered around 60%.</p>\n<p>Furthermore, Bark is leaning on innovation and tech-driven personalization to boost sales. Last year, it introduced Bark Home and Bark Eats. Bark Home is a portal for basic need accessories like leashes and beds, whereas Bark Eats is a subscription service that works with owners to develop a customized dry food diet for their pooch. The potential for add-on sales, along with existing growth opportunities, could triple Bark's revenue by fiscal 2026.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fcb2293b92cf93aba2597dc9a6facfa\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Lovesac</h2>\n<p>Another game-changing stock that can turn $250,000 into a cool $1 million or more by 2030 is furniture stock <b>Lovesac</b> (NASDAQ:LOVE). And yes, I did just use the words \"game-changing\" and \"furniture stock\" in the same sentence.</p>\n<p>Typically, retailing furniture is a highly cyclical and relatively boring operating model that's dependent on brick-and-mortar retail locations. However, Lovesac is changing up multiple aspects of the furniture industry.</p>\n<p>Arguably the biggest difference between Lovesac and traditional furniture manufacturers and retailers is the product. Almost 85% of Lovesac's revenue is derived from its \"sactionals.\" These are sectional-based modular couches that can be rearranged a countless number of ways to accommodate any livable space.&nbsp; The company's sactionals have approximately 200 different cover choices, which means that buyers shouldn't have any trouble matching Lovesac's modular furniture with the color scheme or theme of their home. And lastly, the yarn used in these covers is made entirely from recycled plastic water bottles. That's functionality, choice, and environmentally friendly products all rolled up into one.</p>\n<p>Were this not enough, the company has dazzled Wall Street with its ability to shift its sales approach during the pandemic. In fiscal 2021, 47% of Lovesac's sales were generated online, with another 7% coming from pop-up showrooms. Having less in the way of overhead and emphasizing direct-to-consumer sales pushed the company to recurring profitability well ahead of Wall Street's forecast.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cce76d99ddda76b09159b54489063e9\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Jushi Holdings</h2>\n<p>The U.S. cannabis industry should be another source of opportunity for patient growth-seeking investors this decade. By 2030, small-cap marijuana stock <b>Jushi Holdings</b> (OTC:JUSHF) has a good chance to quadruple (or more) in value.</p>\n<p>Jushi's growth story can't be told without noting its focus on limited-license states. More than 80% of the company's revenue this year will likely originate from Pennsylvania, Illinois, and Virginia. The former two states cap how many retail licenses can be issued in aggregate, and to a single business, while Virginia assigns licenses according to jurisdiction. The key point being that these three markets are purposely reining in competition, which will ensure that Jushi has a fair chance to build up its brand and garner a loyal following.</p>\n<p>For such a small pot stock, Jushi hasn't been afraid to put the capital it's raised to work. It's expanded its cultivation potential in Virginia, added to its large retail presence in Pennsylvania, and acquired two dispensaries in California, just since the year began. California is the world's leading marijuana market by annual sales.</p>\n<p>Between 2020 and 2024, Wall Street is looking for Jushi's sales to climb by 1,100% to nearly $1 billion. With the company expected to become profitable on a recurring basis next year, it may well be the biggest bargain in the industry.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c8d46ab082fe9b933b958f3354a003\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Sea Limited</h2>\n<p>A final game-changing stock that could generate a life-altering return for investors is Singapore-based <b>Sea Limited</b> (NYSE:SE). What makes Sea such a special company is that it has a trio of rapidly growing operating segments to support its valuation expansion.</p>\n<p>For starters, Sea's gaming division has grown rapidly, and is currently the only one of the three segments generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). As of the end of March, Sea had close to 649 million active mobile gamers, 12.3% of which were paying customers.&nbsp; Most pay-to-play platforms only average a 2% conversion rate, so this is a phenomenal monetization rate for its mobile game platform.</p>\n<p>Second, Sea has a rapidly expanding e-commerce presence in Southeastern Asia and Brazil. Shopee, as the company's online commerce platform is known, is the most-downloaded shopping app in Southeast Asia. Between a burgeoning middle class and the coronavirus pandemic keeping people in their homes, Shopee saw more gross merchandise value traverse its network in the first three months of 2021 than it did in all of 2018.</p>\n<p>And third, Sea has its relatively new digital financial services operations. Since many of the regions Sea operates in are underbanked, the ability to offer mobile wallet payments could be a game-changer for consumers. The company already has more than 26 million paying users. Altogether, these three segments could quintuple Sea's annual sales over the next four years.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Game-Changing Stocks That Can Turn $250,000 Into $1 Million by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Game-Changing Stocks That Can Turn $250,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/15/5-game-changing-stocks-250000-to-1-million-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the stock market bottomed out in March 2020, investors have been treated to a record-breaking bounce-back rally. The widely followed S&P 500 has nearly doubled in 16 months, and it's spent the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/15/5-game-changing-stocks-250000-to-1-million-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JUSHF":"Jushi Holdings Inc.","LOVE":"Lovesac Co.","BARK":"The Original Bark Corp.","CRM":"赛富时","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/08/15/5-game-changing-stocks-250000-to-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159210869","content_text":"Since the stock market bottomed out in March 2020, investors have been treated to a record-breaking bounce-back rally. The widely followed S&P 500 has nearly doubled in 16 months, and it's spent the better part of 2021 pushing to one new all-time high after another.\nWhile some investors might be skittish about putting money to work with the market regularly knocking on the door of new highs, history has shown that, if you're a long-term investor who allows their investment thesis to play out, anytime is a great time to buy high-quality stocks.\nThe following five game-changing stocks all offer the potential to turn a sizable amount of cash, say $250,000, into a life-altering amount of money ($1 million) by 2030.\nImage source: Getty Images.\nSalesforce\nDon't let anyone tell you that brand-name, mega-cap stocks can't deliver big-time returns for investors. Despite a $236 billion market cap, cloud-based customer relationship management (CRM) software provider Salesforce.com (NYSE:CRM) has all the tools necessary to make a run at a $1 trillion valuation by the end of the decade.\nFor those of you wondering, CRM software is used consumer-facing businesses to oversee client relationships, handle service issues, manage online marketing campaigns, and run a variety of predictive analyses, to name a few core functions. Salesforce is the undisputed king of CRM sales. When IDC examined global CRM revenue in the first half of 2020, it found that Salesforce brought in 19.8% of total sales. That was more than its four-closest competitors, combined, and it practically ensures that the company's leading position in this double-digit growth trend remains unmatched.\nSalesforce CEO Marc Benioff has also been a mastermind on the acquisition front. Previous purchases (MuleSoft and Tableau) have expanded its product and service ecosystem and helped to fuel a 29% compound annual sales growth rate over the past decade. The company's most recent acquisition of cloud-based enterprise communications platform Slack Technologies will serve as a jumping-off point for Salesforce to cross-sell to small-and-medium-sized businesses.\nIf all continues to go well, Salesforce will surpass $50 billion in annual sales by fiscal 2026 after reporting $21.3 billion in revenue in fiscal 2021. That's sustainable growth long-term investors can count on.\nImage source: Getty Images.\nThe Original Bark Company\nOn the other end of the spectrum is dog-focused product and service small-cap stock, The Original Bark Company (NYSE:BARK), which is perhaps better known as BarkBox.\nEven though pet expenditures aren't growing as quickly as CRM software on an annual basis, there may not be a more recession-resistant industry than pets. After all, sales data from the American Pet Products Association shows it's been at least a quarter of a century since year-over-year pet spending declined. This year alone, pet owners are forecast to shell out $109.6 billion.\nWhat makes Bark so intriguing is its subscription-focused operating model. Approximately 90% of its sales are based on a monthly subscription model, with the remainder originating from product placement in over 23,000 retail locations.  Not having to maintain brick-and-mortar locations or sit on mountains of inventory means lower overhead costs and a gross margin that's consistently hovered around 60%.\nFurthermore, Bark is leaning on innovation and tech-driven personalization to boost sales. Last year, it introduced Bark Home and Bark Eats. Bark Home is a portal for basic need accessories like leashes and beds, whereas Bark Eats is a subscription service that works with owners to develop a customized dry food diet for their pooch. The potential for add-on sales, along with existing growth opportunities, could triple Bark's revenue by fiscal 2026.\nImage source: Getty Images.\nLovesac\nAnother game-changing stock that can turn $250,000 into a cool $1 million or more by 2030 is furniture stock Lovesac (NASDAQ:LOVE). And yes, I did just use the words \"game-changing\" and \"furniture stock\" in the same sentence.\nTypically, retailing furniture is a highly cyclical and relatively boring operating model that's dependent on brick-and-mortar retail locations. However, Lovesac is changing up multiple aspects of the furniture industry.\nArguably the biggest difference between Lovesac and traditional furniture manufacturers and retailers is the product. Almost 85% of Lovesac's revenue is derived from its \"sactionals.\" These are sectional-based modular couches that can be rearranged a countless number of ways to accommodate any livable space.  The company's sactionals have approximately 200 different cover choices, which means that buyers shouldn't have any trouble matching Lovesac's modular furniture with the color scheme or theme of their home. And lastly, the yarn used in these covers is made entirely from recycled plastic water bottles. That's functionality, choice, and environmentally friendly products all rolled up into one.\nWere this not enough, the company has dazzled Wall Street with its ability to shift its sales approach during the pandemic. In fiscal 2021, 47% of Lovesac's sales were generated online, with another 7% coming from pop-up showrooms. Having less in the way of overhead and emphasizing direct-to-consumer sales pushed the company to recurring profitability well ahead of Wall Street's forecast.\nImage source: Getty Images.\nJushi Holdings\nThe U.S. cannabis industry should be another source of opportunity for patient growth-seeking investors this decade. By 2030, small-cap marijuana stock Jushi Holdings (OTC:JUSHF) has a good chance to quadruple (or more) in value.\nJushi's growth story can't be told without noting its focus on limited-license states. More than 80% of the company's revenue this year will likely originate from Pennsylvania, Illinois, and Virginia. The former two states cap how many retail licenses can be issued in aggregate, and to a single business, while Virginia assigns licenses according to jurisdiction. The key point being that these three markets are purposely reining in competition, which will ensure that Jushi has a fair chance to build up its brand and garner a loyal following.\nFor such a small pot stock, Jushi hasn't been afraid to put the capital it's raised to work. It's expanded its cultivation potential in Virginia, added to its large retail presence in Pennsylvania, and acquired two dispensaries in California, just since the year began. California is the world's leading marijuana market by annual sales.\nBetween 2020 and 2024, Wall Street is looking for Jushi's sales to climb by 1,100% to nearly $1 billion. With the company expected to become profitable on a recurring basis next year, it may well be the biggest bargain in the industry.\nImage source: Getty Images.\nSea Limited\nA final game-changing stock that could generate a life-altering return for investors is Singapore-based Sea Limited (NYSE:SE). What makes Sea such a special company is that it has a trio of rapidly growing operating segments to support its valuation expansion.\nFor starters, Sea's gaming division has grown rapidly, and is currently the only one of the three segments generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). As of the end of March, Sea had close to 649 million active mobile gamers, 12.3% of which were paying customers.  Most pay-to-play platforms only average a 2% conversion rate, so this is a phenomenal monetization rate for its mobile game platform.\nSecond, Sea has a rapidly expanding e-commerce presence in Southeastern Asia and Brazil. Shopee, as the company's online commerce platform is known, is the most-downloaded shopping app in Southeast Asia. Between a burgeoning middle class and the coronavirus pandemic keeping people in their homes, Shopee saw more gross merchandise value traverse its network in the first three months of 2021 than it did in all of 2018.\nAnd third, Sea has its relatively new digital financial services operations. Since many of the regions Sea operates in are underbanked, the ability to offer mobile wallet payments could be a game-changer for consumers. The company already has more than 26 million paying users. Altogether, these three segments could quintuple Sea's annual sales over the next four years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892493015,"gmtCreate":1628680235837,"gmtModify":1676529818703,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892493015","repostId":"2158475046","repostType":4,"repost":{"id":"2158475046","kind":"highlight","pubTimestamp":1628600400,"share":"https://ttm.financial/m/news/2158475046?lang=&edition=fundamental","pubTime":"2021-08-10 21:00","market":"us","language":"en","title":"5 Growth Stocks With 110% to 393% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2158475046","media":"Motley Fool","summary":"Analysts are calling for significant gains in these fast-paced stocks.","content":"<p>For the past nine months, the stock market has been practically unstoppable. The benchmark <b>S&amp;P 500</b> hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March 23, 2020.</p>\n<p>But despite this record-breaking rally, Wall Street still sees value in a number of high-growth stocks. Based on the highest price target issued by a Wall Street investment bank or analyst, the following five growth stocks are expected to return 110% to as much as 393% to shareholders.</p>\n<h2>Coinbase Global: Implied upside of 152%</h2>\n<p>The first rapidly growing stock with abundant upside, at least according to investment firm D.A. Davidson, is cryptocurrency brokerage and ecosystem <b>Coinbase Global</b> (NASDAQ:COIN). If the lofty $650 price target set by D.A. Davidson comes to fruition, Coinbase would deliver gains of 152% to its shareholders, relative to where it closed this past weekend.</p>\n<p>On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, revenue and profits have soared for Coinbase. Net revenue in the first quarter catapulted to $1.6 billion from $179 million in the year-ago period, with net income of $771 million, up from $32 million.&nbsp; Growing institutional interest in digital currencies like <b>Bitcoin</b>&nbsp;and <b>Ethereum</b>, along with rapidly rising prices for the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> in crypto, drove investors to the platform.</p>\n<p>On the other hand, the Coinbase operating model has virtually no barriers to entry, and its trading fees are at risk of constantly being undercut by other cryptocurrency exchanges. Additionally, instead of thriving off of innovation, Coinbase is effectively held hostage by external interest in Bitcoin and Ethereum and the price performance of the Big <a href=\"https://laohu8.com/S/TWOA\">Two</a> digital currencies. When Bitcoin declined by 80% following its late 2017 peak, Coinbase's revenue was nearly halved.</p>\n<p>Long story short, while sales growth has been impressive, Coinbase isn't charting its own path to success. Its reliance on external factors makes $650 a target that's unlikely to be reached.</p>\n<h2>Cresco Labs: Implied upside of 160%</h2>\n<p>One industry where you'll find no shortage of aggressive price targets is cannabis -- specifically the U.S. pot industry. If the highest price target assigned by Wall Street of nearly $29 for <b>Cresco Labs</b> (OTC:CRLBF) proves accurate, investors in this marijuana stock could enjoy upside of 160%. And unlike Coinbase, this is a price target that I believe can eventually be achieved.</p>\n<p>Like other multistate operators, Cresco is expanding its retail operations organically and via acquisition. In June, it opened its 33rd dispensary nationally, and it holds enough retail licenses in its back pocket to eventually have closer to four dozen operating dispensaries.</p>\n<p>From a retail perspective, Cresco appears to be focusing its efforts on high-dollar states, as well as those that issue licenses on a limited basis (e.g., Illinois, Ohio, and Pennsylvania). The advantage of limited-license states is they're purposefully reining in competition. That means Cresco will have a genuine opportunity to build up its brands in key markets without the fear of being overrun by a multistate operator with deeper pockets.</p>\n<p>Cresco is also the cannabis industry's leading wholesaler of weed. Even though wholesale cannabis produces weaker margins than retail, Cresco Labs has more than enough volume to make up for it. That's because it holds one of only a handful of cannabis distribution licenses in California. This license gives the company access to more than 575 dispensaries throughout the Golden State.</p>\n<h2>Baidu: Implied upside of 141%</h2>\n<p>In spite of a recent crackdown by the Chinese government on a host of tech stocks, Wall Street remains largely undeterred that China-based internet search giant <b>Baidu</b> (NASDAQ:BIDU) will head higher. In fact, based on the high-water analyst price target of nearly $395, Baidu could offer gains of as much as 141%.</p>\n<p>The most obvious catalyst for Baidu is its domestically dominant internet search engine. According to GlobalStats, Baidu has controlled between 66.9% and 79.9% of all internet search share in China over the trailing 12 months.&nbsp; Just as advertisers line up for placement on <b>Alphabet</b>'s leading internet search engine Google, they're willing to pay big bucks to reach internet users in China.</p>\n<p>Beyond the sustainable double-digit sales growth potential of internet search, Baidu is seeing exceptional early returns from its investment in cloud services and artificial intelligence (AI). Though these ancillary operations only accounted for 21% of first-quarter sales, revenue jumped by 70%.&nbsp; What's more, cloud services and AI offer higher margins, relative to marketing revenue. Over time, we should see these ancillary segments really boost Baidu's cash flow generation.</p>\n<p>While I wouldn't count on $395 anytime soon, I do believe $395 is a reasonable future price target for the fast-growing Baidu.</p>\n<h2><a href=\"https://laohu8.com/S/ICPT\">Intercept Pharmaceuticals</a>: Implied upside of 393%</h2>\n<p>If you're looking for a company with make-or-break opportunity, biotech stock <b>Intercept Pharmaceuticals</b> (NASDAQ:ICPT) might be for you. This polarizing small-cap drug developer with a focus on therapies to treat liver diseases has price targets from Wall Street ranging from as low as $16 to as high as $82. If this upper target comes to fruition, shareholders would nearly quintuple their money.</p>\n<p>The promise and peril for Intercept lies with obeticholic acid (OCA), an experimental treatment for nonalcoholic steatohepatitis (NASH), which affects between 2% and 5% of adults in this country and has no cure. In one respect, OCA met one of its two co-primary endpoints in the phase 3 Regenerate study -- a statistically significant improvement in fibrosis without a worsening of NASH. However, the highest and most-effective dose also led to a large number of cases of pruritus (itching) in trial participants.</p>\n<p>Ultimately, Intercept's top drug candidate received a Complete Response Letter from the Food and Drug Administration. The plan for Intercept is to provide additional safety and trial data, with the goal of resubmitting the application. Even if OCA is approved and targeted at a small subset of the sickest patients, it could offer blockbuster sales potential in this untapped indication.</p>\n<p>The other consideration here is Ocaliva (the brand-name version of OCA) is already approved to treat primary biliary cholangitis and is on track to bring in $325 million to $340 million in sales this year.&nbsp; With an existing safety profile and a modestly growing sales floor, Intercept's risk/reward ratio looks favorable.</p>\n<p><img src=\"https://static.tigerbbs.com/96d1687ba107475c062f0147fa401ff2\" tg-width=\"700\" tg-height=\"375\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The all-electric Nio EC6 crossover hit showrooms last year. Image source: Nio.</p>\n<h2>Nio: Implied upside of 110%</h2>\n<p>A fifth and final growth stock with serious upside, according to Wall Street, is China-based electric vehicle (EV) manufacturer <b>Nio</b> (NYSE:NIO). If the loftiest price target of more than $92 were to come true, investors would see their shares more than double in value.</p>\n<p>The excitement surrounding Nio has to do with the impending electrification of China's automobiles. The Society of Automotive Engineers of China predicted back in 2018 that half of all vehicles sold in the world's largest auto market would run on alternative energy by 2035. With the EV industry predominantly nascent in China, the door is wide open for multiple companies to gobble up significant share.</p>\n<p>Having resolved any funding concerns with capital raises, the focus now is on Nio's production expansion. Even facing industrywide chip shortages, Nio still managed to deliver almost 21,900 EVs during the second quarter, which was more than double what it delivered in the year-ago period.&nbsp; Assuming chip supply issues can be resolved somewhat soon, Nio's annual EV run-rate output should climb toward 150,000.</p>\n<p>Additionally, Nio is enticing new buyers with its battery-as-a-service program. Enrolling in this monthly fee-based program can lop thousands of dollars off the initial purchase price of a vehicle, all while improving buyer loyalty for Nio.</p>\n<p>A $92 price target might be a bit much for a company that's produced fewer than 118,000 EVs inception. Nevertheless, its execution of late is commendable.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Growth Stocks With 110% to 393% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Growth Stocks With 110% to 393% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past nine months, the stock market has been practically unstoppable. The benchmark S&P 500 hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRLBF":"Cresco Labs Inc.","BIDU":"百度","NIO":"蔚来","ICPT":"Intercept Pharmaceuticals","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158475046","content_text":"For the past nine months, the stock market has been practically unstoppable. The benchmark S&P 500 hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March 23, 2020.\nBut despite this record-breaking rally, Wall Street still sees value in a number of high-growth stocks. Based on the highest price target issued by a Wall Street investment bank or analyst, the following five growth stocks are expected to return 110% to as much as 393% to shareholders.\nCoinbase Global: Implied upside of 152%\nThe first rapidly growing stock with abundant upside, at least according to investment firm D.A. Davidson, is cryptocurrency brokerage and ecosystem Coinbase Global (NASDAQ:COIN). If the lofty $650 price target set by D.A. Davidson comes to fruition, Coinbase would deliver gains of 152% to its shareholders, relative to where it closed this past weekend.\nOn one hand, revenue and profits have soared for Coinbase. Net revenue in the first quarter catapulted to $1.6 billion from $179 million in the year-ago period, with net income of $771 million, up from $32 million.  Growing institutional interest in digital currencies like Bitcoin and Ethereum, along with rapidly rising prices for the Big Two in crypto, drove investors to the platform.\nOn the other hand, the Coinbase operating model has virtually no barriers to entry, and its trading fees are at risk of constantly being undercut by other cryptocurrency exchanges. Additionally, instead of thriving off of innovation, Coinbase is effectively held hostage by external interest in Bitcoin and Ethereum and the price performance of the Big Two digital currencies. When Bitcoin declined by 80% following its late 2017 peak, Coinbase's revenue was nearly halved.\nLong story short, while sales growth has been impressive, Coinbase isn't charting its own path to success. Its reliance on external factors makes $650 a target that's unlikely to be reached.\nCresco Labs: Implied upside of 160%\nOne industry where you'll find no shortage of aggressive price targets is cannabis -- specifically the U.S. pot industry. If the highest price target assigned by Wall Street of nearly $29 for Cresco Labs (OTC:CRLBF) proves accurate, investors in this marijuana stock could enjoy upside of 160%. And unlike Coinbase, this is a price target that I believe can eventually be achieved.\nLike other multistate operators, Cresco is expanding its retail operations organically and via acquisition. In June, it opened its 33rd dispensary nationally, and it holds enough retail licenses in its back pocket to eventually have closer to four dozen operating dispensaries.\nFrom a retail perspective, Cresco appears to be focusing its efforts on high-dollar states, as well as those that issue licenses on a limited basis (e.g., Illinois, Ohio, and Pennsylvania). The advantage of limited-license states is they're purposefully reining in competition. That means Cresco will have a genuine opportunity to build up its brands in key markets without the fear of being overrun by a multistate operator with deeper pockets.\nCresco is also the cannabis industry's leading wholesaler of weed. Even though wholesale cannabis produces weaker margins than retail, Cresco Labs has more than enough volume to make up for it. That's because it holds one of only a handful of cannabis distribution licenses in California. This license gives the company access to more than 575 dispensaries throughout the Golden State.\nBaidu: Implied upside of 141%\nIn spite of a recent crackdown by the Chinese government on a host of tech stocks, Wall Street remains largely undeterred that China-based internet search giant Baidu (NASDAQ:BIDU) will head higher. In fact, based on the high-water analyst price target of nearly $395, Baidu could offer gains of as much as 141%.\nThe most obvious catalyst for Baidu is its domestically dominant internet search engine. According to GlobalStats, Baidu has controlled between 66.9% and 79.9% of all internet search share in China over the trailing 12 months.  Just as advertisers line up for placement on Alphabet's leading internet search engine Google, they're willing to pay big bucks to reach internet users in China.\nBeyond the sustainable double-digit sales growth potential of internet search, Baidu is seeing exceptional early returns from its investment in cloud services and artificial intelligence (AI). Though these ancillary operations only accounted for 21% of first-quarter sales, revenue jumped by 70%.  What's more, cloud services and AI offer higher margins, relative to marketing revenue. Over time, we should see these ancillary segments really boost Baidu's cash flow generation.\nWhile I wouldn't count on $395 anytime soon, I do believe $395 is a reasonable future price target for the fast-growing Baidu.\nIntercept Pharmaceuticals: Implied upside of 393%\nIf you're looking for a company with make-or-break opportunity, biotech stock Intercept Pharmaceuticals (NASDAQ:ICPT) might be for you. This polarizing small-cap drug developer with a focus on therapies to treat liver diseases has price targets from Wall Street ranging from as low as $16 to as high as $82. If this upper target comes to fruition, shareholders would nearly quintuple their money.\nThe promise and peril for Intercept lies with obeticholic acid (OCA), an experimental treatment for nonalcoholic steatohepatitis (NASH), which affects between 2% and 5% of adults in this country and has no cure. In one respect, OCA met one of its two co-primary endpoints in the phase 3 Regenerate study -- a statistically significant improvement in fibrosis without a worsening of NASH. However, the highest and most-effective dose also led to a large number of cases of pruritus (itching) in trial participants.\nUltimately, Intercept's top drug candidate received a Complete Response Letter from the Food and Drug Administration. The plan for Intercept is to provide additional safety and trial data, with the goal of resubmitting the application. Even if OCA is approved and targeted at a small subset of the sickest patients, it could offer blockbuster sales potential in this untapped indication.\nThe other consideration here is Ocaliva (the brand-name version of OCA) is already approved to treat primary biliary cholangitis and is on track to bring in $325 million to $340 million in sales this year.  With an existing safety profile and a modestly growing sales floor, Intercept's risk/reward ratio looks favorable.\n\nThe all-electric Nio EC6 crossover hit showrooms last year. Image source: Nio.\nNio: Implied upside of 110%\nA fifth and final growth stock with serious upside, according to Wall Street, is China-based electric vehicle (EV) manufacturer Nio (NYSE:NIO). If the loftiest price target of more than $92 were to come true, investors would see their shares more than double in value.\nThe excitement surrounding Nio has to do with the impending electrification of China's automobiles. The Society of Automotive Engineers of China predicted back in 2018 that half of all vehicles sold in the world's largest auto market would run on alternative energy by 2035. With the EV industry predominantly nascent in China, the door is wide open for multiple companies to gobble up significant share.\nHaving resolved any funding concerns with capital raises, the focus now is on Nio's production expansion. Even facing industrywide chip shortages, Nio still managed to deliver almost 21,900 EVs during the second quarter, which was more than double what it delivered in the year-ago period.  Assuming chip supply issues can be resolved somewhat soon, Nio's annual EV run-rate output should climb toward 150,000.\nAdditionally, Nio is enticing new buyers with its battery-as-a-service program. Enrolling in this monthly fee-based program can lop thousands of dollars off the initial purchase price of a vehicle, all while improving buyer loyalty for Nio.\nA $92 price target might be a bit much for a company that's produced fewer than 118,000 EVs inception. Nevertheless, its execution of late is commendable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892499260,"gmtCreate":1628680227450,"gmtModify":1676529818685,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892499260","repostId":"2158475046","repostType":4,"repost":{"id":"2158475046","kind":"highlight","pubTimestamp":1628600400,"share":"https://ttm.financial/m/news/2158475046?lang=&edition=fundamental","pubTime":"2021-08-10 21:00","market":"us","language":"en","title":"5 Growth Stocks With 110% to 393% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2158475046","media":"Motley Fool","summary":"Analysts are calling for significant gains in these fast-paced stocks.","content":"<p>For the past nine months, the stock market has been practically unstoppable. The benchmark <b>S&amp;P 500</b> hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March 23, 2020.</p>\n<p>But despite this record-breaking rally, Wall Street still sees value in a number of high-growth stocks. Based on the highest price target issued by a Wall Street investment bank or analyst, the following five growth stocks are expected to return 110% to as much as 393% to shareholders.</p>\n<h2>Coinbase Global: Implied upside of 152%</h2>\n<p>The first rapidly growing stock with abundant upside, at least according to investment firm D.A. Davidson, is cryptocurrency brokerage and ecosystem <b>Coinbase Global</b> (NASDAQ:COIN). If the lofty $650 price target set by D.A. Davidson comes to fruition, Coinbase would deliver gains of 152% to its shareholders, relative to where it closed this past weekend.</p>\n<p>On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, revenue and profits have soared for Coinbase. Net revenue in the first quarter catapulted to $1.6 billion from $179 million in the year-ago period, with net income of $771 million, up from $32 million.&nbsp; Growing institutional interest in digital currencies like <b>Bitcoin</b>&nbsp;and <b>Ethereum</b>, along with rapidly rising prices for the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> in crypto, drove investors to the platform.</p>\n<p>On the other hand, the Coinbase operating model has virtually no barriers to entry, and its trading fees are at risk of constantly being undercut by other cryptocurrency exchanges. Additionally, instead of thriving off of innovation, Coinbase is effectively held hostage by external interest in Bitcoin and Ethereum and the price performance of the Big <a href=\"https://laohu8.com/S/TWOA\">Two</a> digital currencies. When Bitcoin declined by 80% following its late 2017 peak, Coinbase's revenue was nearly halved.</p>\n<p>Long story short, while sales growth has been impressive, Coinbase isn't charting its own path to success. Its reliance on external factors makes $650 a target that's unlikely to be reached.</p>\n<h2>Cresco Labs: Implied upside of 160%</h2>\n<p>One industry where you'll find no shortage of aggressive price targets is cannabis -- specifically the U.S. pot industry. If the highest price target assigned by Wall Street of nearly $29 for <b>Cresco Labs</b> (OTC:CRLBF) proves accurate, investors in this marijuana stock could enjoy upside of 160%. And unlike Coinbase, this is a price target that I believe can eventually be achieved.</p>\n<p>Like other multistate operators, Cresco is expanding its retail operations organically and via acquisition. In June, it opened its 33rd dispensary nationally, and it holds enough retail licenses in its back pocket to eventually have closer to four dozen operating dispensaries.</p>\n<p>From a retail perspective, Cresco appears to be focusing its efforts on high-dollar states, as well as those that issue licenses on a limited basis (e.g., Illinois, Ohio, and Pennsylvania). The advantage of limited-license states is they're purposefully reining in competition. That means Cresco will have a genuine opportunity to build up its brands in key markets without the fear of being overrun by a multistate operator with deeper pockets.</p>\n<p>Cresco is also the cannabis industry's leading wholesaler of weed. Even though wholesale cannabis produces weaker margins than retail, Cresco Labs has more than enough volume to make up for it. That's because it holds one of only a handful of cannabis distribution licenses in California. This license gives the company access to more than 575 dispensaries throughout the Golden State.</p>\n<h2>Baidu: Implied upside of 141%</h2>\n<p>In spite of a recent crackdown by the Chinese government on a host of tech stocks, Wall Street remains largely undeterred that China-based internet search giant <b>Baidu</b> (NASDAQ:BIDU) will head higher. In fact, based on the high-water analyst price target of nearly $395, Baidu could offer gains of as much as 141%.</p>\n<p>The most obvious catalyst for Baidu is its domestically dominant internet search engine. According to GlobalStats, Baidu has controlled between 66.9% and 79.9% of all internet search share in China over the trailing 12 months.&nbsp; Just as advertisers line up for placement on <b>Alphabet</b>'s leading internet search engine Google, they're willing to pay big bucks to reach internet users in China.</p>\n<p>Beyond the sustainable double-digit sales growth potential of internet search, Baidu is seeing exceptional early returns from its investment in cloud services and artificial intelligence (AI). Though these ancillary operations only accounted for 21% of first-quarter sales, revenue jumped by 70%.&nbsp; What's more, cloud services and AI offer higher margins, relative to marketing revenue. Over time, we should see these ancillary segments really boost Baidu's cash flow generation.</p>\n<p>While I wouldn't count on $395 anytime soon, I do believe $395 is a reasonable future price target for the fast-growing Baidu.</p>\n<h2><a href=\"https://laohu8.com/S/ICPT\">Intercept Pharmaceuticals</a>: Implied upside of 393%</h2>\n<p>If you're looking for a company with make-or-break opportunity, biotech stock <b>Intercept Pharmaceuticals</b> (NASDAQ:ICPT) might be for you. This polarizing small-cap drug developer with a focus on therapies to treat liver diseases has price targets from Wall Street ranging from as low as $16 to as high as $82. If this upper target comes to fruition, shareholders would nearly quintuple their money.</p>\n<p>The promise and peril for Intercept lies with obeticholic acid (OCA), an experimental treatment for nonalcoholic steatohepatitis (NASH), which affects between 2% and 5% of adults in this country and has no cure. In one respect, OCA met one of its two co-primary endpoints in the phase 3 Regenerate study -- a statistically significant improvement in fibrosis without a worsening of NASH. However, the highest and most-effective dose also led to a large number of cases of pruritus (itching) in trial participants.</p>\n<p>Ultimately, Intercept's top drug candidate received a Complete Response Letter from the Food and Drug Administration. The plan for Intercept is to provide additional safety and trial data, with the goal of resubmitting the application. Even if OCA is approved and targeted at a small subset of the sickest patients, it could offer blockbuster sales potential in this untapped indication.</p>\n<p>The other consideration here is Ocaliva (the brand-name version of OCA) is already approved to treat primary biliary cholangitis and is on track to bring in $325 million to $340 million in sales this year.&nbsp; With an existing safety profile and a modestly growing sales floor, Intercept's risk/reward ratio looks favorable.</p>\n<p><img src=\"https://static.tigerbbs.com/96d1687ba107475c062f0147fa401ff2\" tg-width=\"700\" tg-height=\"375\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The all-electric Nio EC6 crossover hit showrooms last year. Image source: Nio.</p>\n<h2>Nio: Implied upside of 110%</h2>\n<p>A fifth and final growth stock with serious upside, according to Wall Street, is China-based electric vehicle (EV) manufacturer <b>Nio</b> (NYSE:NIO). If the loftiest price target of more than $92 were to come true, investors would see their shares more than double in value.</p>\n<p>The excitement surrounding Nio has to do with the impending electrification of China's automobiles. The Society of Automotive Engineers of China predicted back in 2018 that half of all vehicles sold in the world's largest auto market would run on alternative energy by 2035. With the EV industry predominantly nascent in China, the door is wide open for multiple companies to gobble up significant share.</p>\n<p>Having resolved any funding concerns with capital raises, the focus now is on Nio's production expansion. Even facing industrywide chip shortages, Nio still managed to deliver almost 21,900 EVs during the second quarter, which was more than double what it delivered in the year-ago period.&nbsp; Assuming chip supply issues can be resolved somewhat soon, Nio's annual EV run-rate output should climb toward 150,000.</p>\n<p>Additionally, Nio is enticing new buyers with its battery-as-a-service program. Enrolling in this monthly fee-based program can lop thousands of dollars off the initial purchase price of a vehicle, all while improving buyer loyalty for Nio.</p>\n<p>A $92 price target might be a bit much for a company that's produced fewer than 118,000 EVs inception. Nevertheless, its execution of late is commendable.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Growth Stocks With 110% to 393% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Growth Stocks With 110% to 393% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past nine months, the stock market has been practically unstoppable. The benchmark S&P 500 hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRLBF":"Cresco Labs Inc.","BIDU":"百度","NIO":"蔚来","ICPT":"Intercept Pharmaceuticals","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/08/10/5-growth-stocks-with-110-to-393-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158475046","content_text":"For the past nine months, the stock market has been practically unstoppable. The benchmark S&P 500 hasn't undergone a single 5% drop, and it's nearly doubled since hitting its bear-market low on March 23, 2020.\nBut despite this record-breaking rally, Wall Street still sees value in a number of high-growth stocks. Based on the highest price target issued by a Wall Street investment bank or analyst, the following five growth stocks are expected to return 110% to as much as 393% to shareholders.\nCoinbase Global: Implied upside of 152%\nThe first rapidly growing stock with abundant upside, at least according to investment firm D.A. Davidson, is cryptocurrency brokerage and ecosystem Coinbase Global (NASDAQ:COIN). If the lofty $650 price target set by D.A. Davidson comes to fruition, Coinbase would deliver gains of 152% to its shareholders, relative to where it closed this past weekend.\nOn one hand, revenue and profits have soared for Coinbase. Net revenue in the first quarter catapulted to $1.6 billion from $179 million in the year-ago period, with net income of $771 million, up from $32 million.  Growing institutional interest in digital currencies like Bitcoin and Ethereum, along with rapidly rising prices for the Big Two in crypto, drove investors to the platform.\nOn the other hand, the Coinbase operating model has virtually no barriers to entry, and its trading fees are at risk of constantly being undercut by other cryptocurrency exchanges. Additionally, instead of thriving off of innovation, Coinbase is effectively held hostage by external interest in Bitcoin and Ethereum and the price performance of the Big Two digital currencies. When Bitcoin declined by 80% following its late 2017 peak, Coinbase's revenue was nearly halved.\nLong story short, while sales growth has been impressive, Coinbase isn't charting its own path to success. Its reliance on external factors makes $650 a target that's unlikely to be reached.\nCresco Labs: Implied upside of 160%\nOne industry where you'll find no shortage of aggressive price targets is cannabis -- specifically the U.S. pot industry. If the highest price target assigned by Wall Street of nearly $29 for Cresco Labs (OTC:CRLBF) proves accurate, investors in this marijuana stock could enjoy upside of 160%. And unlike Coinbase, this is a price target that I believe can eventually be achieved.\nLike other multistate operators, Cresco is expanding its retail operations organically and via acquisition. In June, it opened its 33rd dispensary nationally, and it holds enough retail licenses in its back pocket to eventually have closer to four dozen operating dispensaries.\nFrom a retail perspective, Cresco appears to be focusing its efforts on high-dollar states, as well as those that issue licenses on a limited basis (e.g., Illinois, Ohio, and Pennsylvania). The advantage of limited-license states is they're purposefully reining in competition. That means Cresco will have a genuine opportunity to build up its brands in key markets without the fear of being overrun by a multistate operator with deeper pockets.\nCresco is also the cannabis industry's leading wholesaler of weed. Even though wholesale cannabis produces weaker margins than retail, Cresco Labs has more than enough volume to make up for it. That's because it holds one of only a handful of cannabis distribution licenses in California. This license gives the company access to more than 575 dispensaries throughout the Golden State.\nBaidu: Implied upside of 141%\nIn spite of a recent crackdown by the Chinese government on a host of tech stocks, Wall Street remains largely undeterred that China-based internet search giant Baidu (NASDAQ:BIDU) will head higher. In fact, based on the high-water analyst price target of nearly $395, Baidu could offer gains of as much as 141%.\nThe most obvious catalyst for Baidu is its domestically dominant internet search engine. According to GlobalStats, Baidu has controlled between 66.9% and 79.9% of all internet search share in China over the trailing 12 months.  Just as advertisers line up for placement on Alphabet's leading internet search engine Google, they're willing to pay big bucks to reach internet users in China.\nBeyond the sustainable double-digit sales growth potential of internet search, Baidu is seeing exceptional early returns from its investment in cloud services and artificial intelligence (AI). Though these ancillary operations only accounted for 21% of first-quarter sales, revenue jumped by 70%.  What's more, cloud services and AI offer higher margins, relative to marketing revenue. Over time, we should see these ancillary segments really boost Baidu's cash flow generation.\nWhile I wouldn't count on $395 anytime soon, I do believe $395 is a reasonable future price target for the fast-growing Baidu.\nIntercept Pharmaceuticals: Implied upside of 393%\nIf you're looking for a company with make-or-break opportunity, biotech stock Intercept Pharmaceuticals (NASDAQ:ICPT) might be for you. This polarizing small-cap drug developer with a focus on therapies to treat liver diseases has price targets from Wall Street ranging from as low as $16 to as high as $82. If this upper target comes to fruition, shareholders would nearly quintuple their money.\nThe promise and peril for Intercept lies with obeticholic acid (OCA), an experimental treatment for nonalcoholic steatohepatitis (NASH), which affects between 2% and 5% of adults in this country and has no cure. In one respect, OCA met one of its two co-primary endpoints in the phase 3 Regenerate study -- a statistically significant improvement in fibrosis without a worsening of NASH. However, the highest and most-effective dose also led to a large number of cases of pruritus (itching) in trial participants.\nUltimately, Intercept's top drug candidate received a Complete Response Letter from the Food and Drug Administration. The plan for Intercept is to provide additional safety and trial data, with the goal of resubmitting the application. Even if OCA is approved and targeted at a small subset of the sickest patients, it could offer blockbuster sales potential in this untapped indication.\nThe other consideration here is Ocaliva (the brand-name version of OCA) is already approved to treat primary biliary cholangitis and is on track to bring in $325 million to $340 million in sales this year.  With an existing safety profile and a modestly growing sales floor, Intercept's risk/reward ratio looks favorable.\n\nThe all-electric Nio EC6 crossover hit showrooms last year. Image source: Nio.\nNio: Implied upside of 110%\nA fifth and final growth stock with serious upside, according to Wall Street, is China-based electric vehicle (EV) manufacturer Nio (NYSE:NIO). If the loftiest price target of more than $92 were to come true, investors would see their shares more than double in value.\nThe excitement surrounding Nio has to do with the impending electrification of China's automobiles. The Society of Automotive Engineers of China predicted back in 2018 that half of all vehicles sold in the world's largest auto market would run on alternative energy by 2035. With the EV industry predominantly nascent in China, the door is wide open for multiple companies to gobble up significant share.\nHaving resolved any funding concerns with capital raises, the focus now is on Nio's production expansion. Even facing industrywide chip shortages, Nio still managed to deliver almost 21,900 EVs during the second quarter, which was more than double what it delivered in the year-ago period.  Assuming chip supply issues can be resolved somewhat soon, Nio's annual EV run-rate output should climb toward 150,000.\nAdditionally, Nio is enticing new buyers with its battery-as-a-service program. Enrolling in this monthly fee-based program can lop thousands of dollars off the initial purchase price of a vehicle, all while improving buyer loyalty for Nio.\nA $92 price target might be a bit much for a company that's produced fewer than 118,000 EVs inception. Nevertheless, its execution of late is commendable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893376742,"gmtCreate":1628241892486,"gmtModify":1703503814211,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893376742","repostId":"2157469137","repostType":4,"repost":{"id":"2157469137","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628240079,"share":"https://ttm.financial/m/news/2157469137?lang=&edition=fundamental","pubTime":"2021-08-06 16:54","market":"hk","language":"en","title":"Hong Kong shares slip as virus, regulatory concerns weigh","url":"https://stock-news.laohu8.com/highlight/detail?id=2157469137","media":"Reuters","summary":"Hang Seng index ends down 0.1%.\nChina Enterprises index HSCE falls 0.25%.\nProperty sector down 0.6%;","content":"<ul>\n <li>Hang Seng index ends down 0.1%.</li>\n <li>China Enterprises index HSCE falls 0.25%.</li>\n <li>Property sector down 0.6%; Evergrande slumps on downgrade.</li>\n</ul>\n<p>Aug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.</p>\n<p>The drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.</p>\n<p>The sub-index of the Hang Seng tracking healthcare firms&nbsp;fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.</p>\n<p>The financial sector edged 0.08% lower and the property sector dipped 0.6%.</p>\n<p>Shares of highly indebted property developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> slumped 4.59% after rating agency S&amp;P Global downgraded the credit ratings for Evergrande and some subsidiaries.</p>\n<p>China's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 0.21%, while Japan's Nikkei index&nbsp;closed up 0.33%.</p>\n<p>Trading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.</p>\n<p>But mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).</p>\n<p>($1 = 7.7760 Hong Kong dollars)</p>\n<p>(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)</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>Hong Kong shares slip as virus, regulatory concerns weigh</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\">\nHong Kong shares slip as virus, regulatory concerns weigh\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-06 16:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Hang Seng index ends down 0.1%.</li>\n <li>China Enterprises index HSCE falls 0.25%.</li>\n <li>Property sector down 0.6%; Evergrande slumps on downgrade.</li>\n</ul>\n<p>Aug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.</p>\n<p>The drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.</p>\n<p>The sub-index of the Hang Seng tracking healthcare firms&nbsp;fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.</p>\n<p>The financial sector edged 0.08% lower and the property sector dipped 0.6%.</p>\n<p>Shares of highly indebted property developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> slumped 4.59% after rating agency S&amp;P Global downgraded the credit ratings for Evergrande and some subsidiaries.</p>\n<p>China's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 0.21%, while Japan's Nikkei index&nbsp;closed up 0.33%.</p>\n<p>Trading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.</p>\n<p>But mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).</p>\n<p>($1 = 7.7760 Hong Kong dollars)</p>\n<p>(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157469137","content_text":"Hang Seng index ends down 0.1%.\nChina Enterprises index HSCE falls 0.25%.\nProperty sector down 0.6%; Evergrande slumps on downgrade.\n\nAug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.\nThe drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.\nThe sub-index of the Hang Seng tracking healthcare firms fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.\nThe financial sector edged 0.08% lower and the property sector dipped 0.6%.\nShares of highly indebted property developer China Evergrande Group slumped 4.59% after rating agency S&P Global downgraded the credit ratings for Evergrande and some subsidiaries.\nChina's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.\nAround the region, MSCI's Asia ex-Japan stock index was weaker by 0.21%, while Japan's Nikkei index closed up 0.33%.\nTrading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.\nBut mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).\n($1 = 7.7760 Hong Kong dollars)\n(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899967934,"gmtCreate":1628152962428,"gmtModify":1703502183307,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Ouch","listText":"Ouch","text":"Ouch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899967934","repostId":"1122849992","repostType":4,"repost":{"id":"1122849992","kind":"news","pubTimestamp":1628152495,"share":"https://ttm.financial/m/news/1122849992?lang=&edition=fundamental","pubTime":"2021-08-05 16:34","market":"us","language":"en","title":"Roku Slides as Reopening Leads to Less Streaming Viewing","url":"https://stock-news.laohu8.com/highlight/detail?id=1122849992","media":"Bloomberg","summary":"(Bloomberg) -- Roku Inc. shares tumbled in premarket trading on Thursday after it reported second-qu","content":"<p>(Bloomberg) -- Roku Inc. shares tumbled in premarket trading on Thursday after it reported second-quarter results that missed expectations on key metrics.</p>\n<p>The video-streaming platform company reported 55.1 million active customer accounts for the quarter and 17.4 billion streaming hours. The Bloomberg Consensus estimate had been for 55.8 million active customer accounts and 19.19 billion streaming hours.</p>\n<p>“In the near term, the varying rates of recovery from the pandemic around the world continue to present an uncertain operating environment,” the company wrote in a letter to shareholders. It added that the loosening of restrictions related to the pandemic had led to a broader secular decline in overall TV viewing.</p>\n<p>Shares fell over&nbsp;8% in&nbsp;premarket&nbsp;trading&nbsp;Thursday.</p>\n<p><img src=\"https://static.tigerbbs.com/c5160ff6c7c1b2e44a60bb3dc25b23ca\" tg-width=\"837\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>“We will definitely face difficult year-over-year comparisons in the back half of the year in terms of active accounts and streaming hours, but streaming video is a secular trend, not just a pandemic trend,” Steve Louden, Roku’s chief financial officer, said in an interview. “We feel good about the continued shift to streaming by viewers, and about advertising dollars continuing to move to streaming” and away from linear TV.</p>\n<p>Roku forecast third-quarter net revenue of $675 million to $685 million. The analyst consensus is for revenue of $646.5 million.</p>\n<p>For the second quarter, Roku revenue came in at $645.1 million, above the $613.1 million estimate.</p>\n<p>Shares of Roku are down about 12% from a record close hit in July, though it remains up nearly 50% from a May low, based on its most recent close. The stock rose 0.6% in Wednesday’s regular session.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Slides as Reopening Leads to Less Streaming Viewing</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\">\nRoku Slides as Reopening Leads to Less Streaming Viewing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 16:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/roku-slides-accounts-streaming-hours-202603181.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Roku Inc. shares tumbled in premarket trading on Thursday after it reported second-quarter results that missed expectations on key metrics.\nThe video-streaming platform company reported...</p>\n\n<a href=\"https://finance.yahoo.com/news/roku-slides-accounts-streaming-hours-202603181.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://finance.yahoo.com/news/roku-slides-accounts-streaming-hours-202603181.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122849992","content_text":"(Bloomberg) -- Roku Inc. shares tumbled in premarket trading on Thursday after it reported second-quarter results that missed expectations on key metrics.\nThe video-streaming platform company reported 55.1 million active customer accounts for the quarter and 17.4 billion streaming hours. The Bloomberg Consensus estimate had been for 55.8 million active customer accounts and 19.19 billion streaming hours.\n“In the near term, the varying rates of recovery from the pandemic around the world continue to present an uncertain operating environment,” the company wrote in a letter to shareholders. It added that the loosening of restrictions related to the pandemic had led to a broader secular decline in overall TV viewing.\nShares fell over 8% in premarket trading Thursday.\n\n“We will definitely face difficult year-over-year comparisons in the back half of the year in terms of active accounts and streaming hours, but streaming video is a secular trend, not just a pandemic trend,” Steve Louden, Roku’s chief financial officer, said in an interview. “We feel good about the continued shift to streaming by viewers, and about advertising dollars continuing to move to streaming” and away from linear TV.\nRoku forecast third-quarter net revenue of $675 million to $685 million. The analyst consensus is for revenue of $646.5 million.\nFor the second quarter, Roku revenue came in at $645.1 million, above the $613.1 million estimate.\nShares of Roku are down about 12% from a record close hit in July, though it remains up nearly 50% from a May low, based on its most recent close. The stock rose 0.6% in Wednesday’s regular session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807414988,"gmtCreate":1628049611344,"gmtModify":1703500282439,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"&nbsp;Hmm","listText":"&nbsp;Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807414988","repostId":"1124524228","repostType":4,"repost":{"id":"1124524228","kind":"news","pubTimestamp":1628049006,"share":"https://ttm.financial/m/news/1124524228?lang=&edition=fundamental","pubTime":"2021-08-04 11:50","market":"us","language":"en","title":"Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports","url":"https://stock-news.laohu8.com/highlight/detail?id=1124524228","media":"Bloomberg","summary":"Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investo","content":"<p>Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.</p>\n<p>The Hang Seng Index climbed 1.6% by 11:50 a.m. local time, boosted also by a gain of much as 5.2% for Anta Sports Products Ltd. Tencent rose as much 4.3%.</p>\n<p>The moves come after a volatile couple of weeks for stocks in the financial hub, which were rocked by the shock ban on profit making at tutoring companies that late last monthtriggereda near $1 trillion global selloff.</p>\n<p>“Today we see some technology rally, because some short-term traders might find some opportunities and are betting on technical rebound,” said Steven Leung, UOB Kay Hian executive director. “We are seeing many mainland investors buying Tencent today -- a good sign for the market since they were net sellers.”</p>\n<p>On Tuesday, Tencent -- which had been Asia’s largest stock by market value and one of the most heavily weighted in Hong Kong’s benchmark gauge -- dropped 6.1% after a critique by state media of the online gaming industry.</p>\n<p>Sportswear stocks contributed the benchmark’s gains Wednesday after Chinese authorities made clear their preference for physical fitness and recreation rather than online gaming.</p>\n<p>A Bloomberg gauge tracking Macau’s casino operators fell as much as 5.5%, set for its worst day since September last year, after Macau required Covid-19 test for people departing the city after new cases were identified.</p>\n<p>Wynn Macau Ltd. fell as much as 6.6%, while SJM Holdings Ltd. lost 4.5%. Galaxy Entertainment Group Ltd. fell 4.3%.</p>\n<p>Chinese investors net bought a combined HK$2 billion worth of Hong Kong stocks via the trading links with Shenzhen and Shanghai on Wednesday, set for the most since July 9,Bloomberg datashows.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports</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\">\nHong Kong Stock Market Rebounds, Led by Tencent, Anta Sports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.\nThe Hang Seng Index climbed 1.6% by...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124524228","content_text":"Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.\nThe Hang Seng Index climbed 1.6% by 11:50 a.m. local time, boosted also by a gain of much as 5.2% for Anta Sports Products Ltd. Tencent rose as much 4.3%.\nThe moves come after a volatile couple of weeks for stocks in the financial hub, which were rocked by the shock ban on profit making at tutoring companies that late last monthtriggereda near $1 trillion global selloff.\n“Today we see some technology rally, because some short-term traders might find some opportunities and are betting on technical rebound,” said Steven Leung, UOB Kay Hian executive director. “We are seeing many mainland investors buying Tencent today -- a good sign for the market since they were net sellers.”\nOn Tuesday, Tencent -- which had been Asia’s largest stock by market value and one of the most heavily weighted in Hong Kong’s benchmark gauge -- dropped 6.1% after a critique by state media of the online gaming industry.\nSportswear stocks contributed the benchmark’s gains Wednesday after Chinese authorities made clear their preference for physical fitness and recreation rather than online gaming.\nA Bloomberg gauge tracking Macau’s casino operators fell as much as 5.5%, set for its worst day since September last year, after Macau required Covid-19 test for people departing the city after new cases were identified.\nWynn Macau Ltd. fell as much as 6.6%, while SJM Holdings Ltd. lost 4.5%. Galaxy Entertainment Group Ltd. fell 4.3%.\nChinese investors net bought a combined HK$2 billion worth of Hong Kong stocks via the trading links with Shenzhen and Shanghai on Wednesday, set for the most since July 9,Bloomberg datashows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806893823,"gmtCreate":1627646640462,"gmtModify":1703494002019,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806893823","repostId":"1196132618","repostType":4,"repost":{"id":"1196132618","kind":"news","pubTimestamp":1627632825,"share":"https://ttm.financial/m/news/1196132618?lang=&edition=fundamental","pubTime":"2021-07-30 16:13","market":"us","language":"en","title":"The $1.2 Trillion Infrastructure Bill Could Lift These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1196132618","media":"Barrons","summary":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has ","content":"<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p>\n<p>Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p>\n<p>The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p>\n<p>Passage of a bill still faces steep political hurdles.</p>\n<p>While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p>\n<p>Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p>\n<p>So how to play it? Four companies that stand to benefit are&nbsp;Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and&nbsp;Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p>\n<p>Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p>\n<p>Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p>\n<p>Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p>\n<p>Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p>\n<p>Investors may be paying a steep premium for these stocks, though.</p>\n<p>Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p>\n<p>Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p>\n<p>Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p>\n<p>Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p>\n<p>Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p>\n<p>But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p>\n<p>Other infrastructure favorites include aggregates companies&nbsp;Vulcan Materials(VMC) and&nbsp;Martin Marietta Materials(MLM), and industrial-machinery giants&nbsp;Deere(DE) and&nbsp;Caterpillar(CAT). In broadband, cell-tower companies such as&nbsp;American Tower REIT(AMT),SBA Communications(SBAC), and&nbsp;Crown Castle International(CCI) could benefit.</p>\n<p>Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include&nbsp;First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and&nbsp;First Trust Global Wind Energy(FAN).</p>\n<p>As<i>Barron’s</i>&nbsp;has&nbsp;noted, electric-vehicle-charger component providers, including&nbsp;Amphenol&nbsp;(APH),TE Connectivity&nbsp;(TEL), and&nbsp;Sensata Technologies Holding&nbsp;(ST), could also be winners.</p>\n<p>The&nbsp;iShares U.S. Infrastructure&nbsp;ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&amp;P 500.</p>\n<p>There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The $1.2 Trillion Infrastructure Bill Could Lift These Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe $1.2 Trillion Infrastructure Bill Could Lift These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 16:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan ...</p>\n\n<a href=\"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196132618","content_text":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.\nThe bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.\nPassage of a bill still faces steep political hurdles.\nWhile Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.\nStill, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.\nSo how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.\nJacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.\nHubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”\nInsteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.\nUnion Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.\nInvestors may be paying a steep premium for these stocks, though.\nJacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.\nHubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.\nInsteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.\nUnion Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.\nFreight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.\nBut the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.\nOther infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.\nInvestors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).\nAsBarron’s has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.\nThe iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.\nThere could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808377718,"gmtCreate":1627562011734,"gmtModify":1703492396193,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808377718","repostId":"2155007909","repostType":4,"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808374529,"gmtCreate":1627561982361,"gmtModify":1703492394902,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808374529","repostId":"1122445859","repostType":4,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808346092,"gmtCreate":1627560913716,"gmtModify":1703492375305,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Damn","listText":"Damn","text":"Damn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808346092","repostId":"1122445859","repostType":4,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808057238,"gmtCreate":1627546713324,"gmtModify":1703492082864,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808057238","repostId":"1139723875","repostType":4,"repost":{"id":"1139723875","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627546480,"share":"https://ttm.financial/m/news/1139723875?lang=&edition=fundamental","pubTime":"2021-07-29 16:14","market":"us","language":"en","title":"Hot Chinese concept stocks continued to rebound in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139723875","media":"Tiger Newspress","summary":"Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com,&nbsp;Pinduoduo,Baidu,DiDi&nbsp;Global,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 3% and 5%.","content":"<p>Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com,&nbsp;Pinduoduo,Baidu,DiDi&nbsp;Global,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 3% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/3dc6bb3705cde0480ddf762a452a7177\" tg-width=\"371\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></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>Hot Chinese concept stocks continued to rebound in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese concept stocks continued to rebound in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-29 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com,&nbsp;Pinduoduo,Baidu,DiDi&nbsp;Global,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 3% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/3dc6bb3705cde0480ddf762a452a7177\" tg-width=\"371\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","JD":"京东","DIDI":"滴滴(已退市)","NIO":"蔚来","XPEV":"小鹏汽车","BILI":"哔哩哔哩","LI":"理想汽车","BIDU":"百度","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139723875","content_text":"Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":251531113701608,"gmtCreate":1702446321440,"gmtModify":1702446325339,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251531113701608","repostId":"2391830875","repostType":2,"repost":{"id":"2391830875","kind":"highlight","pubTimestamp":1702438925,"share":"https://ttm.financial/m/news/2391830875?lang=&edition=fundamental","pubTime":"2023-12-13 11:42","market":"us","language":"en","title":"S&P 500: 2024 Investment Strategy - Continuing To Buy At Market Peaks","url":"https://stock-news.laohu8.com/highlight/detail?id=2391830875","media":"Seekingalpha","summary":"The S&P 500 has risen 10% since October, and this article analyzes key economic data to predict its performance in 2024.Recent data shows a decrease in job openings compared to 2022, but still higher ","content":"<html><head></head><body><ul style=\"\"><li><p>The S&amp;P 500 has risen 10% since October, and this article analyzes key economic data to predict its performance in 2024.</p></li><li><p>Recent data shows a decrease in job openings compared to 2022, but still higher than 2019, indicating strong labor market demand.</p></li><li><p>Despite some softening, the current job market is stronger than in the past 15 years, with low competition for jobs and continued employer bargaining power.</p></li><li><p>In 2023, wage growth outpaced inflation, reducing the likelihood of further rate hikes by the Fed.</p></li><li><p>The forward P/E ratio aligns with the 5-year average, suggesting reasonable valuation; earnings growth projections for 2024 remain solid.</p></li></ul><h2 id=\"id_2009472639\">Introduction</h2><p>Back in October, we put a Buy rating on the S&amp;P 500. The index has risen around 10% since then. In this article, we want to go over some key economic data - jobs, inflation, corporate earnings - to look at how the S&amp;P 500 might perform in 2024.</p><h2 id=\"id_2162102227\">Employment Data Analysis</h2><p>When we look at employment data recently, we see that while the percentage of job openings compared to overall employment is lower in 2023 than in 2022, it remains higher than back in 2019. This means companies still have a lot of open jobs and vacancies they are trying to fill relative to the number of people working.</p><p>What does this tell us? Well, it suggests that in the ongoing dynamics between employers and workers, companies continue to have bargaining power.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e72dc88ea07a9ec8b8583f25bcab5872\" tg-width=\"640\" tg-height=\"505\"/></p><p>BLS</p><p>Even though it may be getting just a little tougher for some folks looking for jobs compared to early 2022 or 2021, the job market right now is still stronger overall than we&#39;ve seen in the last 15 years or so. There just aren&#39;t nearly as many unemployed people competing for each available job as historically normal. Even if conditions have softened some lately, with fewer new openings or more layoffs here and there, the big picture is it&#39;s still much better hunting than during or after the last recession.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/170cedd170ddfe0df10ad689855dee0e\" tg-width=\"640\" tg-height=\"442\"/></p><p>BLS</p><h2 id=\"id_3655479901\">Shifts in Major Employment Categories</h2><p>Looking at job openings divided up across different industries, we continue to see really strong hiring demand in professional services like law, accounting, engineering, etc. as well as transportation, warehousing, and utilities. This suggests that developing technologies like AI and automation, along with higher interest rates, are still fueling growth in these sectors even compared to pre-pandemic levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d93133fc33d67c2dd690c9875440f18\" tg-width=\"640\" tg-height=\"493\"/></p><p>BLS</p><p>On the other hand, job openings have declined in four big employment categories: healthcare, restaurants/hotels, retail, and wholesale trade. Healthcare and hospitality expanded so rapidly during COVID that even at higher openings than historically normal now, they may still have some cooling off ahead in a post-pandemic economy.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d85ee5df718a45ff2760133d4c7504\" tg-width=\"640\" tg-height=\"497\"/></p><p>BLS</p><p>Retail and wholesale openings are also down but more in line with pre-2020 levels. This likely reflects both the ongoing shift toward spending more on services than goods, as well as the steady growth of e-commerce eating into traditional brick-and-mortar sales. Retail especially is seeing sluggish growth, with stocks trading at historically cheap valuations in 2023. However, there are some signs of stabilization, like the recent $5.8 billion potential buyout offer of Macy&#39;s (M) by private equity firm Brigade Capital on December 11th.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26797cd1e52fad73655030b122ee1ee6\" tg-width=\"640\" tg-height=\"495\"/></p><p>BLS</p><h2 id=\"id_4001188205\">Inflation Data Analysis</h2><p>Some investors seem concerned that the continued strength of the job market will give the Fed room to either raise rates further or keep rates pinned at high levels for longer. Looking at market projections, there&#39;s only about a 2.2% chance priced in of another rate hike at the December Fed meeting.</p><p>However, the market also now sees a 40% probability, down 2% over the past week, of the Fed starting to cut rates again by June 2024. This shift likely reflects the latest positive jobs reports shifting expectations.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13e1044780ba4282969c945efc98e219\" tg-width=\"640\" tg-height=\"442\"/></p><p>Investing.com</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ec09bb2ea28c6b77498154415c7d4a\" tg-width=\"640\" tg-height=\"496\"/></p><p>Investing.com</p><p>In our view though, while the Fed will probably keep rates relatively high for a while, further hikes are unlikely given the inflation outlook. Wage growth has been outpacing inflation in 2023 and accelerated in October.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6cd9b7b3aeda94fd5e4845ffb177583\" tg-width=\"640\" tg-height=\"539\"/></p><p>Macrotrend</p><p>With the Atlanta Fed also downgrading Q4 GDP forecasts to 1.2% growth, there seems to be minimal risk of renewed price spikes.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb1751cf39015b31f8c05bc52bbd48ff\" tg-width=\"640\" tg-height=\"338\"/></p><p>Atlantic Fed</p><p>The bottom line is that jobs and inflation both remain relatively healthy by historical standards. So we don&#39;t expect Fed policy to pose much of an upside risk or headwind for stock market performance in the S&amp;P 500 heading into 2024.</p><h2 id=\"id_1553807573\">S&amp;P 500 Valuation and Expectations</h2><p>Looking at valuation, the forward P/E ratio for the S&amp;P 500 is 18.8x. That&#39;s equal to the 5-year average P/E, and moderately above the 10-year average of 17.6x. So based on this, stocks appear reasonably valued relative to history.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6b3402b0ba49d65aa735e567d68990\" tg-width=\"640\" tg-height=\"374\"/></p><p>FactSet</p><p>In terms of growth expectations, analysts have revised Q4 earnings and revenue growth estimates downward a bit compared to late September, consistent with the Atlanta Fed also reducing Q4 GDP outlooks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f167580f273650c1f482e20e3821ae4c\" tg-width=\"640\" tg-height=\"752\"/></p><p>FactsSt</p><p>But looking ahead to 2024, projections still call for solid S&amp;P 500 earnings growth of 11.9% and revenue growth of 5.5%. That keeps the forward PEG ratio under 2x, a very reasonable level historically.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/372863572c7947ebae167328c44e35f0\" tg-width=\"640\" tg-height=\"760\"/></p><p>FactSet</p><p>In terms of profit margins, 2024 net profit margin forecasts for the S&amp;P 500 stand at 12.3% - higher than the 11.7% expected in 2023 and the 10.6% 10-year average. Hitting 12.3% would be the second-highest annual profit margin since FactSet&#39;s tracking began in 2008.</p><h2 id=\"id_2312894581\">Risks for Small and Mid-Sized Companies</h2><p>Some investors worry that if rates stay relatively high, it could restrict the growth of small and mid-sized companies in 2024, potentially causing events like widespread defaults or bankruptcies.</p><p>Indeed, the mega-cap tech stocks like Apple (AAPL) and Microsoft (MSFT) - the &#34;Magnificent Seven&#34; - have carried the overall US market higher in 2023 even as many smaller firms hit struggles. However, we&#39;ve also seen many formerly money-losing companies like Carvana (CVNA) and Affirm (AFRM) steadily improve lately despite financing costs remaining elevated.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6321ceb7ca76c0339e3c3f72cfc48ac9\" tg-width=\"640\" tg-height=\"416\"/></p><p>FactSet</p><p>This suggests to me that after feeling significant inflation pain in 2022, many smaller players have now adapted their business models to operate sustainably in a higher-rate environment. And with inflation trending down and the job market still robust, healthier economic conditions in 2024 should help these more vulnerable companies rebound.</p><p>So while risks certainly remain, we don&#39;t expect mass defaults or extreme fallout for small-caps. The challenges of the last 18 months have forced the necessary evolution for such businesses to survive and eventually thrive again when the economy finds post-pandemic stability.</p><h2 id=\"id_886625731\">Conclusion</h2><p>Putting it all together, the S&amp;P 500 valuation looks reasonable per the PEG ratio, the economic backdrop of inflation and employment remains healthy, and analysts expect continued earnings growth in 2024. So we maintain our buy rating on US large-cap stocks for the coming year.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500: 2024 Investment Strategy - Continuing To Buy At Market Peaks</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\">\nS&P 500: 2024 Investment Strategy - Continuing To Buy At Market Peaks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-13 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4657510-s-and-p-500-2024-investment-strategy-buy-at-market-peaks><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has risen 10% since October, and this article analyzes key economic data to predict its performance in 2024.Recent data shows a decrease in job openings compared to 2022, but still higher ...</p>\n\n<a href=\"https://seekingalpha.com/article/4657510-s-and-p-500-2024-investment-strategy-buy-at-market-peaks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4579":"人工智能","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","BK4573":"虚拟现实","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","VOO":"Vanguard标普500ETF",".SPX":"S&P 500 Index","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4528":"SaaS概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4592":"伊斯兰概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","SPY":"标普500ETF","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4571":"数字音乐概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4576":"AR","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4575":"芯片概念","BK4525":"远程办公概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4577":"网络游戏","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4559":"巴菲特持仓"},"source_url":"https://seekingalpha.com/article/4657510-s-and-p-500-2024-investment-strategy-buy-at-market-peaks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2391830875","content_text":"The S&P 500 has risen 10% since October, and this article analyzes key economic data to predict its performance in 2024.Recent data shows a decrease in job openings compared to 2022, but still higher than 2019, indicating strong labor market demand.Despite some softening, the current job market is stronger than in the past 15 years, with low competition for jobs and continued employer bargaining power.In 2023, wage growth outpaced inflation, reducing the likelihood of further rate hikes by the Fed.The forward P/E ratio aligns with the 5-year average, suggesting reasonable valuation; earnings growth projections for 2024 remain solid.IntroductionBack in October, we put a Buy rating on the S&P 500. The index has risen around 10% since then. In this article, we want to go over some key economic data - jobs, inflation, corporate earnings - to look at how the S&P 500 might perform in 2024.Employment Data AnalysisWhen we look at employment data recently, we see that while the percentage of job openings compared to overall employment is lower in 2023 than in 2022, it remains higher than back in 2019. This means companies still have a lot of open jobs and vacancies they are trying to fill relative to the number of people working.What does this tell us? Well, it suggests that in the ongoing dynamics between employers and workers, companies continue to have bargaining power.BLSEven though it may be getting just a little tougher for some folks looking for jobs compared to early 2022 or 2021, the job market right now is still stronger overall than we've seen in the last 15 years or so. There just aren't nearly as many unemployed people competing for each available job as historically normal. Even if conditions have softened some lately, with fewer new openings or more layoffs here and there, the big picture is it's still much better hunting than during or after the last recession.BLSShifts in Major Employment CategoriesLooking at job openings divided up across different industries, we continue to see really strong hiring demand in professional services like law, accounting, engineering, etc. as well as transportation, warehousing, and utilities. This suggests that developing technologies like AI and automation, along with higher interest rates, are still fueling growth in these sectors even compared to pre-pandemic levels.BLSOn the other hand, job openings have declined in four big employment categories: healthcare, restaurants/hotels, retail, and wholesale trade. Healthcare and hospitality expanded so rapidly during COVID that even at higher openings than historically normal now, they may still have some cooling off ahead in a post-pandemic economy.BLSRetail and wholesale openings are also down but more in line with pre-2020 levels. This likely reflects both the ongoing shift toward spending more on services than goods, as well as the steady growth of e-commerce eating into traditional brick-and-mortar sales. Retail especially is seeing sluggish growth, with stocks trading at historically cheap valuations in 2023. However, there are some signs of stabilization, like the recent $5.8 billion potential buyout offer of Macy's (M) by private equity firm Brigade Capital on December 11th.BLSInflation Data AnalysisSome investors seem concerned that the continued strength of the job market will give the Fed room to either raise rates further or keep rates pinned at high levels for longer. Looking at market projections, there's only about a 2.2% chance priced in of another rate hike at the December Fed meeting.However, the market also now sees a 40% probability, down 2% over the past week, of the Fed starting to cut rates again by June 2024. This shift likely reflects the latest positive jobs reports shifting expectations.Investing.comInvesting.comIn our view though, while the Fed will probably keep rates relatively high for a while, further hikes are unlikely given the inflation outlook. Wage growth has been outpacing inflation in 2023 and accelerated in October.MacrotrendWith the Atlanta Fed also downgrading Q4 GDP forecasts to 1.2% growth, there seems to be minimal risk of renewed price spikes.Atlantic FedThe bottom line is that jobs and inflation both remain relatively healthy by historical standards. So we don't expect Fed policy to pose much of an upside risk or headwind for stock market performance in the S&P 500 heading into 2024.S&P 500 Valuation and ExpectationsLooking at valuation, the forward P/E ratio for the S&P 500 is 18.8x. That's equal to the 5-year average P/E, and moderately above the 10-year average of 17.6x. So based on this, stocks appear reasonably valued relative to history.FactSetIn terms of growth expectations, analysts have revised Q4 earnings and revenue growth estimates downward a bit compared to late September, consistent with the Atlanta Fed also reducing Q4 GDP outlooks.FactsStBut looking ahead to 2024, projections still call for solid S&P 500 earnings growth of 11.9% and revenue growth of 5.5%. That keeps the forward PEG ratio under 2x, a very reasonable level historically.FactSetIn terms of profit margins, 2024 net profit margin forecasts for the S&P 500 stand at 12.3% - higher than the 11.7% expected in 2023 and the 10.6% 10-year average. Hitting 12.3% would be the second-highest annual profit margin since FactSet's tracking began in 2008.Risks for Small and Mid-Sized CompaniesSome investors worry that if rates stay relatively high, it could restrict the growth of small and mid-sized companies in 2024, potentially causing events like widespread defaults or bankruptcies.Indeed, the mega-cap tech stocks like Apple (AAPL) and Microsoft (MSFT) - the \"Magnificent Seven\" - have carried the overall US market higher in 2023 even as many smaller firms hit struggles. However, we've also seen many formerly money-losing companies like Carvana (CVNA) and Affirm (AFRM) steadily improve lately despite financing costs remaining elevated.FactSetThis suggests to me that after feeling significant inflation pain in 2022, many smaller players have now adapted their business models to operate sustainably in a higher-rate environment. And with inflation trending down and the job market still robust, healthier economic conditions in 2024 should help these more vulnerable companies rebound.So while risks certainly remain, we don't expect mass defaults or extreme fallout for small-caps. The challenges of the last 18 months have forced the necessary evolution for such businesses to survive and eventually thrive again when the economy finds post-pandemic stability.ConclusionPutting it all together, the S&P 500 valuation looks reasonable per the PEG ratio, the economic backdrop of inflation and employment remains healthy, and analysts expect continued earnings growth in 2024. So we maintain our buy rating on US large-cap stocks for the coming year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808346092,"gmtCreate":1627560913716,"gmtModify":1703492375305,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Damn","listText":"Damn","text":"Damn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808346092","repostId":"1122445859","repostType":4,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800683694,"gmtCreate":1627297850018,"gmtModify":1703487032349,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800683694","repostId":"2154931205","repostType":4,"repost":{"id":"2154931205","kind":"highlight","pubTimestamp":1627283771,"share":"https://ttm.financial/m/news/2154931205?lang=&edition=fundamental","pubTime":"2021-07-26 15:16","market":"us","language":"en","title":"4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2154931205","media":"Motley Fool","summary":"These high-growth companies can turn a healthy pile of cash into a life-altering amount of money.","content":"<p>There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the highest average annual returns over the long run is putting your capital to work in the stock market.</p>\n<p>For example, despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&amp;P 500</b> has averaged an annual total return, including dividends paid, of 11% since the beginning of 1980. At this return rate, folks reinvesting their dividends are doubling their money about every 6.5 years.</p>\n<p>But you don't have to settle for simply matching the performance of the market. If you buy stakes in game-changing businesses, you have the opportunity to take a large sum of money and turn it into a life-altering amount of cash. The following four game-changing stocks all have the tools necessary to turn a $200,000 investment into $1 million (or more) over the next decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634606%2Fcash-money-one-hundred-dollars-pocketwatch-long-term-investing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Redfin</h2>\n<p>Whereas real estate is traditionally a slow-growing, if not boring, sector, technology-driven real estate company <b>Redfin</b> (NASDAQ:RDFN) is showing Wall Street that it has the ability to completely change how properties are purchased, sold, and viewed.</p>\n<p>One of the core attributes of the Redfin operating model is saving its users money. Traditional real estate companies charge up to a 3% commission/listing fee when a home is bought or sold. Depending on how much previous business was completed with the company, Redfin only charges a fee ranging from 1% to 1.5%. A difference of 1.5% to 2% might not sound like much, but it's quite impactful with home prices soaring. According to Realtor.com, the median home price for active listings in June 2021 was $385,000, meaning Redfin could save the median seller up to $7,700 in costs.</p>\n<p>But it's not just a more cost-efficient operation that's driving buyers and sellers to Redfin. It's the company's adaptation to a changing real estate landscape and the unparalleled personalization it provides. For instance, RedfinNow is a service that purchases homes for cash, which removes the hassles of putting a home on the market and haggling with prospective buyers over price. There's also Redfin Concierge, which works with homeowners on improvements and staging to maximize the value of their home.</p>\n<p>With Redfin's share of existing home sales nearly tripling from 0.44% at the end of 2015 to 1.14% by March 2021, it's pretty evident that Redfin's operating model is resonating with consumers.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634606%2Fsquare-card-terminal.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" width=\"100%\" height=\"auto\"><span>Image source: Square.</span></p>\n<h2>Square</h2>\n<p>Just because a high-growth stock has a market cap in excess of $100 billion doesn't mean it can't quintuple (or more) over the next decade. Fintech stock <b>Square</b> (NYSE:SQ) has two operating segments that should allow it to handily outperform the broader market in the coming 10 years.</p>\n<p>Square's bread and butter has long been its seller ecosystem, which provides point-of-sale devices, analytics, and other tools that help merchants succeed. Between 2012 and 2019, the gross payment volume (GPV) on Square's network surged by an average of 49% annually, with GPV on track to easily top $130 billion in 2021.</p>\n<p>As I've previously noted, the seller ecosystem was really designed to be a tool for smaller merchants. Over time, however, the percentage of medium-and-large-sized businesses utilizing the platform has grown. As of the end of March, 61% of GPV came from businesses with $125,000 or more in annualized GPV, up from 52% in Q1 2019. Since this is a fee-driven operating segment, it implies steady profit growth for the seller ecosystem.</p>\n<p>However, the real lure here is digital peer-to-peer platform Cash App, which has seen its monthly active user count more than quintuple in three years to 36 million (as of Dec. 31, 2020). Cash App allows Square to monetize consumer purchases, bank transfers, investments, and even <b>Bitcoin</b>&nbsp;exchange. With gross profit per user of $41, compared to less than $5 in expenses to bring in each new user, Cash App is a burgeoning cash cow for Square.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Fastly</h2>\n<p>Yet another high-growth game-changer that could turn a $200,000 investment into $1 million or more over the next decade is edge cloud solutions provider <b>Fastly</b> (NYSE:FSLY).</p>\n<p>Fastly's primary task is to expedite the delivery of content to end users as quickly and securely as possible. While we we're witnessing a pretty steady shift of businesses pushing online prior to the pandemic, the coronavirus took this steady trend and kicked it into overdrive. Essentially, Fastly will benefit as more data is consumed digitally in the post-pandemic environment -- a trend that's unlikely to slow or ever reverse.</p>\n<p>All the key metrics investors would look for in a usage-based company are pointing in the right direction. The company's dollar-based net expansion rate has tallied 147% (Q3 2020), 143% (Q4 2020), and 139% (Q1 2021) in each of the past three quarters. In simple terms, this means existing clients spent 47%, 43%, and 39% more than they did in each respective year-ago quarter. We've also seen total customer count, enterprise customer count, and average enterprise customer spend, climb on a quarterly basis.</p>\n<p>What's perhaps most impressive about Fastly has been the company's ability to overcome ByteDance (the parent of TikTok) pulling traffic from its network in Q3 2020 due to a stateside spat with the Trump administration. ByteDance was Fastly's biggest customer by sales in the first-half of 2020. Despite this loss, Fastly still produced sales growth of better than 40% in the third quarter. Fastly is quickly becoming a popular content delivery solution, and the company's rapid sales growth proves it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72753f29fd92e186bec3ea1c1d331f6b\" tg-width=\"700\" tg-height=\"510\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>A final game-changing stock that has the ability to make its shareholder a whole lot richer over the next decade is cloud-based customer relationship management (CRM) software provider <b>Salesforce.com</b> (NYSE:CRM).</p>\n<p>Put simply, CRM software is what customer-facing businesses use to log and access client information in real-time, handle service and product issues, manage online marketing campaigns, and run predictive analysis with regard to which clients might purchase a new product or service. That's just a small snippet of what CRM can help with. It's a relatively common solution employed by retail and service-oriented companies, but it is gaining traction in nontraditional industries and sectors.</p>\n<p>Salesforce chimes in as the single most-dominant player in the global CRM space. According to IDC, Salesforce controlled just shy of 20% of all global CRM spending in the first-half of 2020.&nbsp; That was more than the next four competitors, combined. Between internal innovation and CEO Marc Benioff's willingness to lean on acquisitions as a means to cross-sell and broaden its service portfolio and client base, Salesforce's market share lead appears virtually insurmountable in CRM software.</p>\n<p>Benioff anticipates Salesforce surpassing $50 billion in full-year sales by fiscal 2026 after delivering $21.3 billion in annual sales in fiscal 2021. If this projection proves accurate, Salesforce's 20%-plus sustained growth rate should help motor its stock a lot higher.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade</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\">\n4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSLY":"Fastly, Inc.","CRM":"赛富时","RDFN":"Redfin Corp","SQ":"Block"},"source_url":"https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154931205","content_text":"There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the highest average annual returns over the long run is putting your capital to work in the stock market.\nFor example, despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has averaged an annual total return, including dividends paid, of 11% since the beginning of 1980. At this return rate, folks reinvesting their dividends are doubling their money about every 6.5 years.\nBut you don't have to settle for simply matching the performance of the market. If you buy stakes in game-changing businesses, you have the opportunity to take a large sum of money and turn it into a life-altering amount of cash. The following four game-changing stocks all have the tools necessary to turn a $200,000 investment into $1 million (or more) over the next decade.\nImage source: Getty Images.\nRedfin\nWhereas real estate is traditionally a slow-growing, if not boring, sector, technology-driven real estate company Redfin (NASDAQ:RDFN) is showing Wall Street that it has the ability to completely change how properties are purchased, sold, and viewed.\nOne of the core attributes of the Redfin operating model is saving its users money. Traditional real estate companies charge up to a 3% commission/listing fee when a home is bought or sold. Depending on how much previous business was completed with the company, Redfin only charges a fee ranging from 1% to 1.5%. A difference of 1.5% to 2% might not sound like much, but it's quite impactful with home prices soaring. According to Realtor.com, the median home price for active listings in June 2021 was $385,000, meaning Redfin could save the median seller up to $7,700 in costs.\nBut it's not just a more cost-efficient operation that's driving buyers and sellers to Redfin. It's the company's adaptation to a changing real estate landscape and the unparalleled personalization it provides. For instance, RedfinNow is a service that purchases homes for cash, which removes the hassles of putting a home on the market and haggling with prospective buyers over price. There's also Redfin Concierge, which works with homeowners on improvements and staging to maximize the value of their home.\nWith Redfin's share of existing home sales nearly tripling from 0.44% at the end of 2015 to 1.14% by March 2021, it's pretty evident that Redfin's operating model is resonating with consumers.\nImage source: Square.\nSquare\nJust because a high-growth stock has a market cap in excess of $100 billion doesn't mean it can't quintuple (or more) over the next decade. Fintech stock Square (NYSE:SQ) has two operating segments that should allow it to handily outperform the broader market in the coming 10 years.\nSquare's bread and butter has long been its seller ecosystem, which provides point-of-sale devices, analytics, and other tools that help merchants succeed. Between 2012 and 2019, the gross payment volume (GPV) on Square's network surged by an average of 49% annually, with GPV on track to easily top $130 billion in 2021.\nAs I've previously noted, the seller ecosystem was really designed to be a tool for smaller merchants. Over time, however, the percentage of medium-and-large-sized businesses utilizing the platform has grown. As of the end of March, 61% of GPV came from businesses with $125,000 or more in annualized GPV, up from 52% in Q1 2019. Since this is a fee-driven operating segment, it implies steady profit growth for the seller ecosystem.\nHowever, the real lure here is digital peer-to-peer platform Cash App, which has seen its monthly active user count more than quintuple in three years to 36 million (as of Dec. 31, 2020). Cash App allows Square to monetize consumer purchases, bank transfers, investments, and even Bitcoin exchange. With gross profit per user of $41, compared to less than $5 in expenses to bring in each new user, Cash App is a burgeoning cash cow for Square.\nImage source: Getty Images.\nFastly\nYet another high-growth game-changer that could turn a $200,000 investment into $1 million or more over the next decade is edge cloud solutions provider Fastly (NYSE:FSLY).\nFastly's primary task is to expedite the delivery of content to end users as quickly and securely as possible. While we we're witnessing a pretty steady shift of businesses pushing online prior to the pandemic, the coronavirus took this steady trend and kicked it into overdrive. Essentially, Fastly will benefit as more data is consumed digitally in the post-pandemic environment -- a trend that's unlikely to slow or ever reverse.\nAll the key metrics investors would look for in a usage-based company are pointing in the right direction. The company's dollar-based net expansion rate has tallied 147% (Q3 2020), 143% (Q4 2020), and 139% (Q1 2021) in each of the past three quarters. In simple terms, this means existing clients spent 47%, 43%, and 39% more than they did in each respective year-ago quarter. We've also seen total customer count, enterprise customer count, and average enterprise customer spend, climb on a quarterly basis.\nWhat's perhaps most impressive about Fastly has been the company's ability to overcome ByteDance (the parent of TikTok) pulling traffic from its network in Q3 2020 due to a stateside spat with the Trump administration. ByteDance was Fastly's biggest customer by sales in the first-half of 2020. Despite this loss, Fastly still produced sales growth of better than 40% in the third quarter. Fastly is quickly becoming a popular content delivery solution, and the company's rapid sales growth proves it.\nImage source: Getty Images.\nSalesforce\nA final game-changing stock that has the ability to make its shareholder a whole lot richer over the next decade is cloud-based customer relationship management (CRM) software provider Salesforce.com (NYSE:CRM).\nPut simply, CRM software is what customer-facing businesses use to log and access client information in real-time, handle service and product issues, manage online marketing campaigns, and run predictive analysis with regard to which clients might purchase a new product or service. That's just a small snippet of what CRM can help with. It's a relatively common solution employed by retail and service-oriented companies, but it is gaining traction in nontraditional industries and sectors.\nSalesforce chimes in as the single most-dominant player in the global CRM space. According to IDC, Salesforce controlled just shy of 20% of all global CRM spending in the first-half of 2020.  That was more than the next four competitors, combined. Between internal innovation and CEO Marc Benioff's willingness to lean on acquisitions as a means to cross-sell and broaden its service portfolio and client base, Salesforce's market share lead appears virtually insurmountable in CRM software.\nBenioff anticipates Salesforce surpassing $50 billion in full-year sales by fiscal 2026 after delivering $21.3 billion in annual sales in fiscal 2021. If this projection proves accurate, Salesforce's 20%-plus sustained growth rate should help motor its stock a lot higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144119301,"gmtCreate":1626271333703,"gmtModify":1703756807040,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/144119301","repostId":"1109822941","repostType":4,"repost":{"id":"1109822941","kind":"news","pubTimestamp":1626271170,"share":"https://ttm.financial/m/news/1109822941?lang=&edition=fundamental","pubTime":"2021-07-14 21:59","market":"us","language":"en","title":"Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1109822941","media":"Thestreet","summary":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune qu","content":"<p>Apple&nbsp;shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p>\n<p>Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics,&nbsp;saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p>\n<p>Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as&nbsp;Samik Chatterjee&nbsp;boosted his price target by $5 to $175 each.</p>\n<p>\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p>\n<p>Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p>\n<p>Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p>\n<p>Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p>\n<p>Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</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>Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109822941","content_text":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.\nBloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).\nShares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.\n\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"\nApple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893376742,"gmtCreate":1628241892486,"gmtModify":1703503814211,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893376742","repostId":"2157469137","repostType":4,"repost":{"id":"2157469137","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628240079,"share":"https://ttm.financial/m/news/2157469137?lang=&edition=fundamental","pubTime":"2021-08-06 16:54","market":"hk","language":"en","title":"Hong Kong shares slip as virus, regulatory concerns weigh","url":"https://stock-news.laohu8.com/highlight/detail?id=2157469137","media":"Reuters","summary":"Hang Seng index ends down 0.1%.\nChina Enterprises index HSCE falls 0.25%.\nProperty sector down 0.6%;","content":"<ul>\n <li>Hang Seng index ends down 0.1%.</li>\n <li>China Enterprises index HSCE falls 0.25%.</li>\n <li>Property sector down 0.6%; Evergrande slumps on downgrade.</li>\n</ul>\n<p>Aug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.</p>\n<p>The drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.</p>\n<p>The sub-index of the Hang Seng tracking healthcare firms&nbsp;fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.</p>\n<p>The financial sector edged 0.08% lower and the property sector dipped 0.6%.</p>\n<p>Shares of highly indebted property developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> slumped 4.59% after rating agency S&amp;P Global downgraded the credit ratings for Evergrande and some subsidiaries.</p>\n<p>China's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 0.21%, while Japan's Nikkei index&nbsp;closed up 0.33%.</p>\n<p>Trading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.</p>\n<p>But mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).</p>\n<p>($1 = 7.7760 Hong Kong dollars)</p>\n<p>(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)</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>Hong Kong shares slip as virus, regulatory concerns weigh</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\">\nHong Kong shares slip as virus, regulatory concerns weigh\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-06 16:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Hang Seng index ends down 0.1%.</li>\n <li>China Enterprises index HSCE falls 0.25%.</li>\n <li>Property sector down 0.6%; Evergrande slumps on downgrade.</li>\n</ul>\n<p>Aug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.</p>\n<p>The drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.</p>\n<p>The sub-index of the Hang Seng tracking healthcare firms&nbsp;fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.</p>\n<p>The financial sector edged 0.08% lower and the property sector dipped 0.6%.</p>\n<p>Shares of highly indebted property developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> slumped 4.59% after rating agency S&amp;P Global downgraded the credit ratings for Evergrande and some subsidiaries.</p>\n<p>China's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 0.21%, while Japan's Nikkei index&nbsp;closed up 0.33%.</p>\n<p>Trading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.</p>\n<p>But mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).</p>\n<p>($1 = 7.7760 Hong Kong dollars)</p>\n<p>(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157469137","content_text":"Hang Seng index ends down 0.1%.\nChina Enterprises index HSCE falls 0.25%.\nProperty sector down 0.6%; Evergrande slumps on downgrade.\n\nAug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.\nThe drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.\nThe sub-index of the Hang Seng tracking healthcare firms fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.\nThe financial sector edged 0.08% lower and the property sector dipped 0.6%.\nShares of highly indebted property developer China Evergrande Group slumped 4.59% after rating agency S&P Global downgraded the credit ratings for Evergrande and some subsidiaries.\nChina's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.\nAround the region, MSCI's Asia ex-Japan stock index was weaker by 0.21%, while Japan's Nikkei index closed up 0.33%.\nTrading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.\nBut mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).\n($1 = 7.7760 Hong Kong dollars)\n(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808374529,"gmtCreate":1627561982361,"gmtModify":1703492394902,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808374529","repostId":"1122445859","repostType":4,"repost":{"id":"1122445859","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627560716,"share":"https://ttm.financial/m/news/1122445859?lang=&edition=fundamental","pubTime":"2021-07-29 20:11","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1122445859","media":"Tiger Newspress","summary":"US futures mixed\n\n\nU.S. GDP increased 6.5% in the second quarter, well below expectations\n\nFutures t","content":"<ul>\n <li>US&nbsp;futures&nbsp;mixed</li>\n</ul>\n<ul>\n <li>U.S. GDP increased 6.5% in the second quarter, well below expectations</li>\n</ul>\n<p>Futures tracking the Dow and the S&amp;P 500 rose on Thursday as comments from the Federal Reserve that the U.S. economic recovery was on track lifted economically sensitive stocks, while Ford jumped after raising its profit outlook for the year.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 129 points, or 0.37%, S&amp;P 500 e-minis were up 6.5 points, or 0.15%, and Nasdaq 100 e-minis were down 20.50 points, or 0.14%.</p>\n<p><img src=\"https://static.tigerbbs.com/cee0d39b10c7bff4e20acb500d19f228\" tg-width=\"1080\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p>\n<p>Facebook Inc&nbsp;fell 3% as it warned revenue growth would \"decelerate significantly\" following Apple Inc's(AAPL.O)recent update to its iOS operating system that would impact Facebook's ability to target ads.</p>\n<p>The U.S. economy accelerated at a strong pace in the second quarter in a sign that the U.S. has escaped the shackles of the Covid-19 pandemic, the Commerce Department reported Thursday.Gross domestic product, a measure of all goods and services produced during the April-to-June period, accelerated 6.4% on an annualized basis.However, the gain was considerably less than the 8.4% Dow Jones estimate.</p>\n<p>A separate data point reported Thursday showed that 400,000 people filed initial claims for unemployment benefits for the week ended July 24. That level is nearly double the pre-pandemic norm.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Facebook(FB)</b> – Facebook shares fell 3% in premarket trading after the company said revenue growth will slow during the second half of the year as a change inApple’s (AAPL) privacy policies will hurt Facebook’s ability to target ads. For the second quarter, Facebook reported earnings of $3.61 per share compared to a consensus estimate of $3.03, with revenue also topping Wall Street forecasts.</p>\n<p><b>Ford(F)</b> – Ford surprised analysts with an adjusted quarterly profit of 13 cents per share. The automaker had been expected to report a second-quarter loss of 3 cents per share, due in large part to a chip shortage crimping production. However, Ford said it expected that situation to improve in the second half, and it raised its full-year outlook. Ford jumped 4.3% in the premarket.</p>\n<p><b>PayPal(PYPL)</b> – PayPal beat estimates by 3 cents with adjusted quarterly earnings of $1.15 per share, with the payment service’s revenue essentially in line with analyst projections. However, shares came under pressure after it gave a lower-than-expected outlook, as former PayPal parenteBay(EBAY) continues its transition to its own payment platform. The stock slid 5.5% in premarket trading.</p>\n<p><b>Uber Technologies(UBER) </b>– Uber dropped 5.3% in premarket trading after sources told CNBC that Japanese investment giant Softbank is selling a chunk of its stake in Uber to cover losses related to its investment in another ride-hailing company,Didi Global(DIDI). Didi itself is in the news, denying an earlier Wall Street Journal report that it was considering going private. Didi had been up well over 30% in the premarket before that denial, before trimming that still-large gain to 17.5%.</p>\n<p><b>Qualcomm(QCOM) </b>– Qualcomm reported adjusted quarterly earnings of $1.92 per share, beating the $1.68 consensus estimate, with the chip maker’s revenue also exceeding Street forecasts. Qualcomm also gave an upbeat forecast as it expects supply chain disruptions to ease. Qualcomm added 3% in the premarket.</p>\n<p><b>Comcast(CMCSA) </b>– Comcast rose 2.3% in the premarket after reporting adjusted quarterly earnings of 84 cents per share, beating the consensus estimate of 67 cents. The NBCUniversal parent also reported better-than-expected revenue, helped by a rebound in ad sales and a reopening of theme parks.</p>\n<p><b>Merck(MRK) </b>– The drug maker matched estimates with adjusted quarterly profit of $1.31 per share, with revenue beating Street forecasts. Sales of cancer drug Keytruda jumped 23%, in line with expectations. Merck fell 1.3% in premarket trading.</p>\n<p><b>Tempur Sealy(TPX)</b> – The mattress maker earned an adjusted 79 cents per share for its latest quarter, 22 cents above estimates, with revenue topping forecasts as well. Tempur Sealy also raised its full-year outlook, and the stock jumped 4.9% in premarket action.</p>\n<p><b>Yum Brands(YUM) </b>– The parent of KFC, Taco Bell and Pizza Hut came in 20 cents ahead of estimates with adjusted quarterly earnings of 1.16 per share, and revenue also beating analyst projections. Results got a boost from restaurant reopenings as well as continued strong demand in online orders. Yum rallied 2.6% in premarket trading.</p>\n<p><b>Molson Coors(TAP) </b>– Molson Coors added 2% in the premarket after its adjusted quarterly earnings of $1.58 per share beat the consensus estimate of $1.34. The beer brewer’s revenue was above Wall Street forecasts as well.</p>\n<p><b>Northrup Grumman(NOC)</b> – The defense contractor reported adjusted quarterly earnings of $6.42 per share, beating the $5.84 consensus estimate, with revenue also topping estimates. The company was helped by continued strength in its satellite and missile-making units, and the stock rose 1% in premarket trading.</p>\n<p><b>iRobot(IRBT)</b> – iRobot shares plunged 11% in premarket trading after it reported a second-quarter loss and cut its full-year outlook. The maker of the Roomba robotic vacuum cleaner said the worldwide chip shortage would continue to hurt its ability to fulfill orders during the second half of the year.</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>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-29 20:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>US&nbsp;futures&nbsp;mixed</li>\n</ul>\n<ul>\n <li>U.S. GDP increased 6.5% in the second quarter, well below expectations</li>\n</ul>\n<p>Futures tracking the Dow and the S&amp;P 500 rose on Thursday as comments from the Federal Reserve that the U.S. economic recovery was on track lifted economically sensitive stocks, while Ford jumped after raising its profit outlook for the year.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 129 points, or 0.37%, S&amp;P 500 e-minis were up 6.5 points, or 0.15%, and Nasdaq 100 e-minis were down 20.50 points, or 0.14%.</p>\n<p><img src=\"https://static.tigerbbs.com/cee0d39b10c7bff4e20acb500d19f228\" tg-width=\"1080\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p>\n<p>Facebook Inc&nbsp;fell 3% as it warned revenue growth would \"decelerate significantly\" following Apple Inc's(AAPL.O)recent update to its iOS operating system that would impact Facebook's ability to target ads.</p>\n<p>The U.S. economy accelerated at a strong pace in the second quarter in a sign that the U.S. has escaped the shackles of the Covid-19 pandemic, the Commerce Department reported Thursday.Gross domestic product, a measure of all goods and services produced during the April-to-June period, accelerated 6.4% on an annualized basis.However, the gain was considerably less than the 8.4% Dow Jones estimate.</p>\n<p>A separate data point reported Thursday showed that 400,000 people filed initial claims for unemployment benefits for the week ended July 24. That level is nearly double the pre-pandemic norm.</p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>Facebook(FB)</b> – Facebook shares fell 3% in premarket trading after the company said revenue growth will slow during the second half of the year as a change inApple’s (AAPL) privacy policies will hurt Facebook’s ability to target ads. For the second quarter, Facebook reported earnings of $3.61 per share compared to a consensus estimate of $3.03, with revenue also topping Wall Street forecasts.</p>\n<p><b>Ford(F)</b> – Ford surprised analysts with an adjusted quarterly profit of 13 cents per share. The automaker had been expected to report a second-quarter loss of 3 cents per share, due in large part to a chip shortage crimping production. However, Ford said it expected that situation to improve in the second half, and it raised its full-year outlook. Ford jumped 4.3% in the premarket.</p>\n<p><b>PayPal(PYPL)</b> – PayPal beat estimates by 3 cents with adjusted quarterly earnings of $1.15 per share, with the payment service’s revenue essentially in line with analyst projections. However, shares came under pressure after it gave a lower-than-expected outlook, as former PayPal parenteBay(EBAY) continues its transition to its own payment platform. The stock slid 5.5% in premarket trading.</p>\n<p><b>Uber Technologies(UBER) </b>– Uber dropped 5.3% in premarket trading after sources told CNBC that Japanese investment giant Softbank is selling a chunk of its stake in Uber to cover losses related to its investment in another ride-hailing company,Didi Global(DIDI). Didi itself is in the news, denying an earlier Wall Street Journal report that it was considering going private. Didi had been up well over 30% in the premarket before that denial, before trimming that still-large gain to 17.5%.</p>\n<p><b>Qualcomm(QCOM) </b>– Qualcomm reported adjusted quarterly earnings of $1.92 per share, beating the $1.68 consensus estimate, with the chip maker’s revenue also exceeding Street forecasts. Qualcomm also gave an upbeat forecast as it expects supply chain disruptions to ease. Qualcomm added 3% in the premarket.</p>\n<p><b>Comcast(CMCSA) </b>– Comcast rose 2.3% in the premarket after reporting adjusted quarterly earnings of 84 cents per share, beating the consensus estimate of 67 cents. The NBCUniversal parent also reported better-than-expected revenue, helped by a rebound in ad sales and a reopening of theme parks.</p>\n<p><b>Merck(MRK) </b>– The drug maker matched estimates with adjusted quarterly profit of $1.31 per share, with revenue beating Street forecasts. Sales of cancer drug Keytruda jumped 23%, in line with expectations. Merck fell 1.3% in premarket trading.</p>\n<p><b>Tempur Sealy(TPX)</b> – The mattress maker earned an adjusted 79 cents per share for its latest quarter, 22 cents above estimates, with revenue topping forecasts as well. Tempur Sealy also raised its full-year outlook, and the stock jumped 4.9% in premarket action.</p>\n<p><b>Yum Brands(YUM) </b>– The parent of KFC, Taco Bell and Pizza Hut came in 20 cents ahead of estimates with adjusted quarterly earnings of 1.16 per share, and revenue also beating analyst projections. Results got a boost from restaurant reopenings as well as continued strong demand in online orders. Yum rallied 2.6% in premarket trading.</p>\n<p><b>Molson Coors(TAP) </b>– Molson Coors added 2% in the premarket after its adjusted quarterly earnings of $1.58 per share beat the consensus estimate of $1.34. The beer brewer’s revenue was above Wall Street forecasts as well.</p>\n<p><b>Northrup Grumman(NOC)</b> – The defense contractor reported adjusted quarterly earnings of $6.42 per share, beating the $5.84 consensus estimate, with revenue also topping estimates. The company was helped by continued strength in its satellite and missile-making units, and the stock rose 1% in premarket trading.</p>\n<p><b>iRobot(IRBT)</b> – iRobot shares plunged 11% in premarket trading after it reported a second-quarter loss and cut its full-year outlook. The maker of the Roomba robotic vacuum cleaner said the worldwide chip shortage would continue to hurt its ability to fulfill orders during the second half of the year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)",".IXIC":"NASDAQ Composite","UBER":"优步","PYPL":"PayPal","CMCSA":"康卡斯特","MRK":"默沙东","TAP":"莫库酒业",".SPX":"S&P 500 Index",".DJI":"道琼斯","YUM":"百胜餐饮集团","IRBT":"iRobot Corp.","QCOM":"高通","NOC":"诺斯罗普格鲁曼","F":"福特汽车","TPX":"泰浦陛迪国际公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122445859","content_text":"US futures mixed\n\n\nU.S. GDP increased 6.5% in the second quarter, well below expectations\n\nFutures tracking the Dow and the S&P 500 rose on Thursday as comments from the Federal Reserve that the U.S. economic recovery was on track lifted economically sensitive stocks, while Ford jumped after raising its profit outlook for the year.\nAt 8:00 a.m. ET, Dow e-minis were up 129 points, or 0.37%, S&P 500 e-minis were up 6.5 points, or 0.15%, and Nasdaq 100 e-minis were down 20.50 points, or 0.14%.\n\nFacebook Inc fell 3% as it warned revenue growth would \"decelerate significantly\" following Apple Inc's(AAPL.O)recent update to its iOS operating system that would impact Facebook's ability to target ads.\nThe U.S. economy accelerated at a strong pace in the second quarter in a sign that the U.S. has escaped the shackles of the Covid-19 pandemic, the Commerce Department reported Thursday.Gross domestic product, a measure of all goods and services produced during the April-to-June period, accelerated 6.4% on an annualized basis.However, the gain was considerably less than the 8.4% Dow Jones estimate.\nA separate data point reported Thursday showed that 400,000 people filed initial claims for unemployment benefits for the week ended July 24. That level is nearly double the pre-pandemic norm.\nStocks making the biggest moves premarket:\nFacebook(FB) – Facebook shares fell 3% in premarket trading after the company said revenue growth will slow during the second half of the year as a change inApple’s (AAPL) privacy policies will hurt Facebook’s ability to target ads. For the second quarter, Facebook reported earnings of $3.61 per share compared to a consensus estimate of $3.03, with revenue also topping Wall Street forecasts.\nFord(F) – Ford surprised analysts with an adjusted quarterly profit of 13 cents per share. The automaker had been expected to report a second-quarter loss of 3 cents per share, due in large part to a chip shortage crimping production. However, Ford said it expected that situation to improve in the second half, and it raised its full-year outlook. Ford jumped 4.3% in the premarket.\nPayPal(PYPL) – PayPal beat estimates by 3 cents with adjusted quarterly earnings of $1.15 per share, with the payment service’s revenue essentially in line with analyst projections. However, shares came under pressure after it gave a lower-than-expected outlook, as former PayPal parenteBay(EBAY) continues its transition to its own payment platform. The stock slid 5.5% in premarket trading.\nUber Technologies(UBER) – Uber dropped 5.3% in premarket trading after sources told CNBC that Japanese investment giant Softbank is selling a chunk of its stake in Uber to cover losses related to its investment in another ride-hailing company,Didi Global(DIDI). Didi itself is in the news, denying an earlier Wall Street Journal report that it was considering going private. Didi had been up well over 30% in the premarket before that denial, before trimming that still-large gain to 17.5%.\nQualcomm(QCOM) – Qualcomm reported adjusted quarterly earnings of $1.92 per share, beating the $1.68 consensus estimate, with the chip maker’s revenue also exceeding Street forecasts. Qualcomm also gave an upbeat forecast as it expects supply chain disruptions to ease. Qualcomm added 3% in the premarket.\nComcast(CMCSA) – Comcast rose 2.3% in the premarket after reporting adjusted quarterly earnings of 84 cents per share, beating the consensus estimate of 67 cents. The NBCUniversal parent also reported better-than-expected revenue, helped by a rebound in ad sales and a reopening of theme parks.\nMerck(MRK) – The drug maker matched estimates with adjusted quarterly profit of $1.31 per share, with revenue beating Street forecasts. Sales of cancer drug Keytruda jumped 23%, in line with expectations. Merck fell 1.3% in premarket trading.\nTempur Sealy(TPX) – The mattress maker earned an adjusted 79 cents per share for its latest quarter, 22 cents above estimates, with revenue topping forecasts as well. Tempur Sealy also raised its full-year outlook, and the stock jumped 4.9% in premarket action.\nYum Brands(YUM) – The parent of KFC, Taco Bell and Pizza Hut came in 20 cents ahead of estimates with adjusted quarterly earnings of 1.16 per share, and revenue also beating analyst projections. Results got a boost from restaurant reopenings as well as continued strong demand in online orders. Yum rallied 2.6% in premarket trading.\nMolson Coors(TAP) – Molson Coors added 2% in the premarket after its adjusted quarterly earnings of $1.58 per share beat the consensus estimate of $1.34. The beer brewer’s revenue was above Wall Street forecasts as well.\nNorthrup Grumman(NOC) – The defense contractor reported adjusted quarterly earnings of $6.42 per share, beating the $5.84 consensus estimate, with revenue also topping estimates. The company was helped by continued strength in its satellite and missile-making units, and the stock rose 1% in premarket trading.\niRobot(IRBT) – iRobot shares plunged 11% in premarket trading after it reported a second-quarter loss and cut its full-year outlook. The maker of the Roomba robotic vacuum cleaner said the worldwide chip shortage would continue to hurt its ability to fulfill orders during the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144113313,"gmtCreate":1626271367832,"gmtModify":1703756808850,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144113313","repostId":"1109822941","repostType":4,"repost":{"id":"1109822941","kind":"news","pubTimestamp":1626271170,"share":"https://ttm.financial/m/news/1109822941?lang=&edition=fundamental","pubTime":"2021-07-14 21:59","market":"us","language":"en","title":"Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1109822941","media":"Thestreet","summary":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune qu","content":"<p>Apple&nbsp;shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p>\n<p>Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics,&nbsp;saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p>\n<p>Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as&nbsp;Samik Chatterjee&nbsp;boosted his price target by $5 to $175 each.</p>\n<p>\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p>\n<p>Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p>\n<p>Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p>\n<p>Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p>\n<p>Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</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>Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109822941","content_text":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.\nBloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).\nShares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.\n\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"\nApple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128731427,"gmtCreate":1624530881969,"gmtModify":1703839511927,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128731427","repostId":"1137406909","repostType":4,"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099394172,"gmtCreate":1643295217861,"gmtModify":1676533799457,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Then what happens to douyu stock holders","listText":"Then what happens to douyu stock holders","text":"Then what happens to douyu stock holders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099394172","repostId":"1171086965","repostType":2,"repost":{"id":"1171086965","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643295051,"share":"https://ttm.financial/m/news/1171086965?lang=&edition=fundamental","pubTime":"2022-01-27 22:50","market":"us","language":"en","title":"Douyu Jumped 6% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1171086965","media":"Tiger Newspress","summary":"Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid di","content":"<html><head></head><body><p>Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid disagreements over strategy among executives at the Chinese videogame streaming firm, two people with direct knowledge of the matter said.<img src=\"https://static.tigerbbs.com/494a92bc87335432ab045cbdaddfdc7b\" tg-width=\"1119\" tg-height=\"766\" width=\"100%\" height=\"auto\"/></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>Douyu Jumped 6% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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\">\nDouyu Jumped 6% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid disagreements over strategy among executives at the Chinese videogame streaming firm, two people with direct knowledge of the matter said.<img src=\"https://static.tigerbbs.com/494a92bc87335432ab045cbdaddfdc7b\" tg-width=\"1119\" tg-height=\"766\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOYU":"斗鱼","00700":"腾讯控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171086965","content_text":"Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid disagreements over strategy among executives at the Chinese videogame streaming firm, two people with direct knowledge of the matter said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807414988,"gmtCreate":1628049611344,"gmtModify":1703500282439,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"&nbsp;Hmm","listText":"&nbsp;Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807414988","repostId":"1124524228","repostType":4,"repost":{"id":"1124524228","kind":"news","pubTimestamp":1628049006,"share":"https://ttm.financial/m/news/1124524228?lang=&edition=fundamental","pubTime":"2021-08-04 11:50","market":"us","language":"en","title":"Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports","url":"https://stock-news.laohu8.com/highlight/detail?id=1124524228","media":"Bloomberg","summary":"Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investo","content":"<p>Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.</p>\n<p>The Hang Seng Index climbed 1.6% by 11:50 a.m. local time, boosted also by a gain of much as 5.2% for Anta Sports Products Ltd. Tencent rose as much 4.3%.</p>\n<p>The moves come after a volatile couple of weeks for stocks in the financial hub, which were rocked by the shock ban on profit making at tutoring companies that late last monthtriggereda near $1 trillion global selloff.</p>\n<p>“Today we see some technology rally, because some short-term traders might find some opportunities and are betting on technical rebound,” said Steven Leung, UOB Kay Hian executive director. “We are seeing many mainland investors buying Tencent today -- a good sign for the market since they were net sellers.”</p>\n<p>On Tuesday, Tencent -- which had been Asia’s largest stock by market value and one of the most heavily weighted in Hong Kong’s benchmark gauge -- dropped 6.1% after a critique by state media of the online gaming industry.</p>\n<p>Sportswear stocks contributed the benchmark’s gains Wednesday after Chinese authorities made clear their preference for physical fitness and recreation rather than online gaming.</p>\n<p>A Bloomberg gauge tracking Macau’s casino operators fell as much as 5.5%, set for its worst day since September last year, after Macau required Covid-19 test for people departing the city after new cases were identified.</p>\n<p>Wynn Macau Ltd. fell as much as 6.6%, while SJM Holdings Ltd. lost 4.5%. Galaxy Entertainment Group Ltd. fell 4.3%.</p>\n<p>Chinese investors net bought a combined HK$2 billion worth of Hong Kong stocks via the trading links with Shenzhen and Shanghai on Wednesday, set for the most since July 9,Bloomberg datashows.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stock Market Rebounds, Led by Tencent, Anta Sports</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\">\nHong Kong Stock Market Rebounds, Led by Tencent, Anta Sports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.\nThe Hang Seng Index climbed 1.6% by...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-04/hong-kong-stock-market-rebounds-led-by-tencent-anta-sports?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124524228","content_text":"Hong Kong stocks advanced after technology firms rebounded, led by Tencent Holdings Ltd., as investors continued to weigh growth prospects against regulatory risks.\nThe Hang Seng Index climbed 1.6% by 11:50 a.m. local time, boosted also by a gain of much as 5.2% for Anta Sports Products Ltd. Tencent rose as much 4.3%.\nThe moves come after a volatile couple of weeks for stocks in the financial hub, which were rocked by the shock ban on profit making at tutoring companies that late last monthtriggereda near $1 trillion global selloff.\n“Today we see some technology rally, because some short-term traders might find some opportunities and are betting on technical rebound,” said Steven Leung, UOB Kay Hian executive director. “We are seeing many mainland investors buying Tencent today -- a good sign for the market since they were net sellers.”\nOn Tuesday, Tencent -- which had been Asia’s largest stock by market value and one of the most heavily weighted in Hong Kong’s benchmark gauge -- dropped 6.1% after a critique by state media of the online gaming industry.\nSportswear stocks contributed the benchmark’s gains Wednesday after Chinese authorities made clear their preference for physical fitness and recreation rather than online gaming.\nA Bloomberg gauge tracking Macau’s casino operators fell as much as 5.5%, set for its worst day since September last year, after Macau required Covid-19 test for people departing the city after new cases were identified.\nWynn Macau Ltd. fell as much as 6.6%, while SJM Holdings Ltd. lost 4.5%. Galaxy Entertainment Group Ltd. fell 4.3%.\nChinese investors net bought a combined HK$2 billion worth of Hong Kong stocks via the trading links with Shenzhen and Shanghai on Wednesday, set for the most since July 9,Bloomberg datashows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808057238,"gmtCreate":1627546713324,"gmtModify":1703492082864,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808057238","repostId":"1139723875","repostType":4,"repost":{"id":"1139723875","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627546480,"share":"https://ttm.financial/m/news/1139723875?lang=&edition=fundamental","pubTime":"2021-07-29 16:14","market":"us","language":"en","title":"Hot Chinese concept stocks continued to rebound in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139723875","media":"Tiger Newspress","summary":"Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com,&nbsp;Pinduoduo,Baidu,DiDi&nbsp;Global,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 3% and 5%.","content":"<p>Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com,&nbsp;Pinduoduo,Baidu,DiDi&nbsp;Global,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 3% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/3dc6bb3705cde0480ddf762a452a7177\" tg-width=\"371\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></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>Hot Chinese concept stocks continued to rebound in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nHot Chinese concept stocks continued to rebound in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-29 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com,&nbsp;Pinduoduo,Baidu,DiDi&nbsp;Global,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 3% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/3dc6bb3705cde0480ddf762a452a7177\" tg-width=\"371\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","JD":"京东","DIDI":"滴滴(已退市)","NIO":"蔚来","XPEV":"小鹏汽车","BILI":"哔哩哔哩","LI":"理想汽车","BIDU":"百度","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139723875","content_text":"Hot Chinese concept stocks continue to rebound in premarket trading.Alibaba,JD.com, Pinduoduo,Baidu,DiDi Global,Nio,Xpeng Motors and Li Auto climbed between 3% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161431823,"gmtCreate":1623937702562,"gmtModify":1703823975269,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161431823","repostId":"2144174158","repostType":4,"repost":{"id":"2144174158","kind":"news","pubTimestamp":1623936360,"share":"https://ttm.financial/m/news/2144174158?lang=&edition=fundamental","pubTime":"2021-06-17 21:26","market":"us","language":"en","title":"Daimler speeds up shift to electric vehicles, Manager Magazin reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2144174158","media":"StreetInsider","summary":"LONDON (Reuters) - Daimler AG will accelerate the launch of electric cars slated for the middle of t","content":"<p>LONDON (Reuters) - Daimler AG will accelerate the launch of electric cars slated for the middle of this decade while phasing out fossil-fuel versions, as it revamps its electrification strategy, Manager Magazin reported on Thursday.</p>\n<p>Many of the electric vehicle models the German carmaker has planned for 2024 or 2025 will be moved forward a year and their fossil-fuel equivalents will be dropped from the lineup, the magazine reported, citing sources close to the matter.</p>\n<p>According to the magazine, Daimler Chief Executive Ola Källenius would like to announce the changes before the summer break this year and hold a capital markets day.</p>\n<p>A Daimler spokesman declined to comment on the report.</p>\n<p>The Mercedes-Benz maker said in March it would accelerate its shift to electric cars, but provided no details of how fast its car line-up will go electric.</p>\n<p>Some carmakers have announced firm plans to go all-electric. Volvo, for instance, says all of its cars will be battery electric vehicles by 2030.</p>\n<p>European campaign group Transport and Environment (T&amp;E) said this week that some carmakers, including Daimler, lacked ambitious targets to phase out fossil-fuel cars.</p>","source":"highlight_streetinsider","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>Daimler speeds up shift to electric vehicles, Manager Magazin reports</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\">\nDaimler speeds up shift to electric vehicles, Manager Magazin reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18572264><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LONDON (Reuters) - Daimler AG will accelerate the launch of electric cars slated for the middle of this decade while phasing out fossil-fuel versions, as it revamps its electrification strategy, ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18572264\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDAIF":"戴姆勒汽车"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18572264","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144174158","content_text":"LONDON (Reuters) - Daimler AG will accelerate the launch of electric cars slated for the middle of this decade while phasing out fossil-fuel versions, as it revamps its electrification strategy, Manager Magazin reported on Thursday.\nMany of the electric vehicle models the German carmaker has planned for 2024 or 2025 will be moved forward a year and their fossil-fuel equivalents will be dropped from the lineup, the magazine reported, citing sources close to the matter.\nAccording to the magazine, Daimler Chief Executive Ola Källenius would like to announce the changes before the summer break this year and hold a capital markets day.\nA Daimler spokesman declined to comment on the report.\nThe Mercedes-Benz maker said in March it would accelerate its shift to electric cars, but provided no details of how fast its car line-up will go electric.\nSome carmakers have announced firm plans to go all-electric. Volvo, for instance, says all of its cars will be battery electric vehicles by 2030.\nEuropean campaign group Transport and Environment (T&E) said this week that some carmakers, including Daimler, lacked ambitious targets to phase out fossil-fuel cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239808302084216,"gmtCreate":1699583707400,"gmtModify":1699583711806,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239808302084216","repostId":"2381446738","repostType":2,"repost":{"id":"2381446738","kind":"highlight","pubTimestamp":1699583116,"share":"https://ttm.financial/m/news/2381446738?lang=&edition=fundamental","pubTime":"2023-11-10 10:25","market":"sg","language":"en","title":"4 Singapore REITs and Business Trusts That Increased Their DPU","url":"https://stock-news.laohu8.com/highlight/detail?id=2381446738","media":"The Smart Investor","summary":"Here are four REITs and business trusts that paid out a higher distribution to their unitholders.","content":"<html><head></head><body><p>It has not been an easy time for the REIT sector.</p><p>The combination of high inflation and surging interest rates is putting pressure on the asset class.</p><p>REITs rely on borrowings to fund their acquisitions and running costs, thus an increase in borrowing costs will directly impact the distributions that they can pay out.</p><p>That said, there have been several REITs, along with business trusts, that bucked the trend.</p><p>They belong to a rare bunch that saw their distributions head up in their latest financial release.</p><p>Here are four such REITs and business trusts that you can consider for your buy watchlist.</p><h2 id=\"id_1669063805\">Mapletree Logistics Trust (SGX: M44U)</h2><p>Mapletree Logistics Trust, or MLT, owns a portfolio of 189 properties in eight countries with total assets under management (AUM) of S$13.3 billion as of 30 September 2023.</p><p>For the second quarter of fiscal 2024 (2Q FY2024) ending 30 September 2023, MLT saw gross revenue inch up 1.5% year on year to S$186.7 million.</p><p>Net property income (NPI) edged up 1.2% year on year to S$162 million.</p><p>Distribution per unit (DPU) went up 0.9% year on year to S$0.02268.</p><p>DPU managed to increase despite the REIT’s total issued units increasing by 3.3% year on year.</p><p>MLT’s average rental reversion for the quarter was just 0.2% compared to the previous quarter’s 4.2%.</p><p>The culprit was the negative rental reversion for its China properties, without which the portfolio’s rental reversion would be a strong and positive 9.1%.</p><p>Portfolio occupancy stood high for the industrial REIT at 96.9%.</p><p>The REIT’s aggregate leverage stood at 38.9% with a low cost of debt of 2.5%, giving it room to borrow for yield-accretive acquisitions.</p><p>The manager of the REIT is continuing with portfolio rejuvenation by selling four assets above their valuations in Malaysia, Singapore, and Japan during 2Q FY2024.</p><h2 id=\"id_2824014378\">Parkway Life REIT (SGX: C2PU)</h2><p>Parkway Life REIT, or PLife REIT, is a healthcare REIT with a portfolio of 61 properties worth S$2.2 billion as of 30 September 2023.</p><p>These properties comprise three hospitals in Singapore, 57 nursing homes in Japan, and strata-titled lots in a specialist centre in Kuala Lumpur, Malaysia.</p><p>For the first nine months of 2023 (9M 2023), PLife REIT’s gross revenue jumped 24.6% year on year to S$110.9 million.</p><p>NPI rose 26.2% year on year to S$104.5 million.</p><p>DPU for 9M 2023 rose 2.8% year on year to S$0.1099.</p><p>The healthcare REIT had a healthy gearing level of 36% as of 30 September 2023 with debt headroom of around S$639 million before hitting the 50% limit.</p><p>It also enjoyed a very low all-in cost of debt of just 1.32%.</p><p>Looking ahead, PLife REIT intends to strengthen its presence in its existing markets while building a third key market that can contribute to both asset and DPU growth in the long term.</p><h2 id=\"id_12284823\">Keppel Infrastructure Trust (SGX: A7RU)</h2><p>Keppel Infrastructure Trust, or KIT, is a diversified business trust with a portfolio of strategic infrastructure businesses and assets with an AUM of around S$7.3 billion as of 31 December 2022.</p><p>The business trust reported higher distributable income for 9M 2023 of S$210.3 million, up 14.7% year on year.</p><p>After adding in capital optimisation from two of its assets, distributable income surged to S$266.1 million, up 93.2% from a year ago.</p><p>Because of this capital optimisation, KIT declared a special distribution of S$0.0233 in addition to its DPU of S$0.0097 for the third quarter of 2023.</p><p>Together with the DPU from the first half of 2023 of S$0.0193, the total 9M 2023 DPU stood at S$0.0523, an 82.5% jump from 9M 2022’s S$0.0287.</p><p>The trust’s gearing stood at 36.8% as of 30 September 2023 and it can tap on an additional S$825 million of loans up to a 45% net gearing level.</p><p>KIT has also mitigated interest rate rises by hedging 78.8% of its total loans to fixed interest rates.</p><h2 id=\"id_358264699\">NetLink NBN Trust (SGX: CJLU)</h2><p>NetLink NBN Trust owns, operates, designs, and builds the passive fibre network infrastructure of Singapore’s next-generation broadband (NBN) network.</p><p>For the first half of fiscal 2024 (1H FY2024), NetLink saw revenue rise 2.9% year on year to S$205.3 million.</p><p>Earnings before interest, taxes, depreciation and amortisation (EBITDA) rose 2.4% year on year to S$149.1 million.</p><p>The trust’s DPU inched up 1.1% year on year to S$0.0265.</p><p>Net gearing stood at just 21.5% for NetLink, giving it comfortable debt headroom to gear up for acquisitions if need be.</p><p>The number of fibre connections continued to rise, with residential connections topping 1.49 million, up from 1.485 million at the end of FY2023.</p><p>Non-building address points (NBAP) saw the sharpest rise, going from 2,706 to 2,823 in the same period.</p><p>Management is exploring opportunities to invest in telecoms infrastructure overseas that can generate a stable cash flow.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore REITs and Business Trusts That Increased Their DPU</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\">\n4 Singapore REITs and Business Trusts That Increased Their DPU\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-and-business-trusts-that-increased-their-dpu/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has not been an easy time for the REIT sector.The combination of high inflation and surging interest rates is putting pressure on the asset class.REITs rely on borrowings to fund their acquisitions...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-and-business-trusts-that-increased-their-dpu/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","CJLU.SI":"网联宽频信托","A7RU.SI":"吉宝基础设施信托","C2PU.SI":"百汇生命产业信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-and-business-trusts-that-increased-their-dpu/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2381446738","content_text":"It has not been an easy time for the REIT sector.The combination of high inflation and surging interest rates is putting pressure on the asset class.REITs rely on borrowings to fund their acquisitions and running costs, thus an increase in borrowing costs will directly impact the distributions that they can pay out.That said, there have been several REITs, along with business trusts, that bucked the trend.They belong to a rare bunch that saw their distributions head up in their latest financial release.Here are four such REITs and business trusts that you can consider for your buy watchlist.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, owns a portfolio of 189 properties in eight countries with total assets under management (AUM) of S$13.3 billion as of 30 September 2023.For the second quarter of fiscal 2024 (2Q FY2024) ending 30 September 2023, MLT saw gross revenue inch up 1.5% year on year to S$186.7 million.Net property income (NPI) edged up 1.2% year on year to S$162 million.Distribution per unit (DPU) went up 0.9% year on year to S$0.02268.DPU managed to increase despite the REIT’s total issued units increasing by 3.3% year on year.MLT’s average rental reversion for the quarter was just 0.2% compared to the previous quarter’s 4.2%.The culprit was the negative rental reversion for its China properties, without which the portfolio’s rental reversion would be a strong and positive 9.1%.Portfolio occupancy stood high for the industrial REIT at 96.9%.The REIT’s aggregate leverage stood at 38.9% with a low cost of debt of 2.5%, giving it room to borrow for yield-accretive acquisitions.The manager of the REIT is continuing with portfolio rejuvenation by selling four assets above their valuations in Malaysia, Singapore, and Japan during 2Q FY2024.Parkway Life REIT (SGX: C2PU)Parkway Life REIT, or PLife REIT, is a healthcare REIT with a portfolio of 61 properties worth S$2.2 billion as of 30 September 2023.These properties comprise three hospitals in Singapore, 57 nursing homes in Japan, and strata-titled lots in a specialist centre in Kuala Lumpur, Malaysia.For the first nine months of 2023 (9M 2023), PLife REIT’s gross revenue jumped 24.6% year on year to S$110.9 million.NPI rose 26.2% year on year to S$104.5 million.DPU for 9M 2023 rose 2.8% year on year to S$0.1099.The healthcare REIT had a healthy gearing level of 36% as of 30 September 2023 with debt headroom of around S$639 million before hitting the 50% limit.It also enjoyed a very low all-in cost of debt of just 1.32%.Looking ahead, PLife REIT intends to strengthen its presence in its existing markets while building a third key market that can contribute to both asset and DPU growth in the long term.Keppel Infrastructure Trust (SGX: A7RU)Keppel Infrastructure Trust, or KIT, is a diversified business trust with a portfolio of strategic infrastructure businesses and assets with an AUM of around S$7.3 billion as of 31 December 2022.The business trust reported higher distributable income for 9M 2023 of S$210.3 million, up 14.7% year on year.After adding in capital optimisation from two of its assets, distributable income surged to S$266.1 million, up 93.2% from a year ago.Because of this capital optimisation, KIT declared a special distribution of S$0.0233 in addition to its DPU of S$0.0097 for the third quarter of 2023.Together with the DPU from the first half of 2023 of S$0.0193, the total 9M 2023 DPU stood at S$0.0523, an 82.5% jump from 9M 2022’s S$0.0287.The trust’s gearing stood at 36.8% as of 30 September 2023 and it can tap on an additional S$825 million of loans up to a 45% net gearing level.KIT has also mitigated interest rate rises by hedging 78.8% of its total loans to fixed interest rates.NetLink NBN Trust (SGX: CJLU)NetLink NBN Trust owns, operates, designs, and builds the passive fibre network infrastructure of Singapore’s next-generation broadband (NBN) network.For the first half of fiscal 2024 (1H FY2024), NetLink saw revenue rise 2.9% year on year to S$205.3 million.Earnings before interest, taxes, depreciation and amortisation (EBITDA) rose 2.4% year on year to S$149.1 million.The trust’s DPU inched up 1.1% year on year to S$0.0265.Net gearing stood at just 21.5% for NetLink, giving it comfortable debt headroom to gear up for acquisitions if need be.The number of fibre connections continued to rise, with residential connections topping 1.49 million, up from 1.485 million at the end of FY2023.Non-building address points (NBAP) saw the sharpest rise, going from 2,706 to 2,823 in the same period.Management is exploring opportunities to invest in telecoms infrastructure overseas that can generate a stable cash flow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021150673,"gmtCreate":1653015669792,"gmtModify":1676535209143,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021150673","repostId":"2236338440","repostType":2,"repost":{"id":"2236338440","kind":"highlight","pubTimestamp":1653014957,"share":"https://ttm.financial/m/news/2236338440?lang=&edition=fundamental","pubTime":"2022-05-20 10:49","market":"us","language":"en","title":"Palantir: Visibility Into The Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2236338440","media":"seekingalpha","summary":"SummaryPalantir shares have been rocked as the market prices in an underlying growth rate closer to ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir shares have been rocked as the market prices in an underlying growth rate closer to 20% rather than the company’s 30% guidance.</li><li>Management stated that its Foundry platform could be to the coming decade what Amazon’s AWS was to the last, offering a glimpse into the vast upside potential.</li><li>Palantir has suspended its SPAC investment strategy, eliminating a major customer acquisition red flag after unrealized losses surpassed $200 million.</li><li>With growth slowing, the open question is whether Palantir can broadly penetrate the enterprise software market and the non-US and UK government market.</li><li>Palantir offers one of the largest long-term growth opportunities in the marketplace. With the shares down 87% and expectations adjusting lower, there is increasing visibility into the upside potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22457c73fde6bb9452530e03e739c60\" tg-width=\"750\" tg-height=\"580\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a positive risk/reward rating based on the vast nature of its long-term opportunity set, its increasingly attractive valuation, and its deeply oversold technical position. In my prior Palantir report from February 3, 2022, I made the following observation of the likely downside potential for Palantir:</p><blockquote>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate… would place Palantir shares at $8… If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility… I apply the same 40x non-GAAP earnings to my estimate of Palantir&#39;s current annual run rate… If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021)… the shares could trade down to $6.</blockquote><p>In fact, the shares touched a low of $6.44 on May 12, 2022, punctuating a vicious -32% selloff following the company&#39;s Q1 2022 earnings release. Interestingly, consensus earnings growth estimates are now aligned with my previous 25% earnings growth estimate for 2022. The extraordinary volatility is a reminder that Palantir is for those seeking exceptional growth potential with the associated risk.</p><p>Nonetheless, the shares are testing a reasonable valuation zone, as outlined in my prior report. Additionally, Palantir&#39;s stock is down roughly 87% from its all-time high reached in 2021. As a result, it is fair to say that a significant amount of risk has already materialized and thus has been removed from Palantir&#39;s share price.</p><p><b>Risk/Reward Rating: Positive</b></p><p>While taking notes during Palantir&#39;s Q1 2022 earnings conference call, <a href=\"https://laohu8.com/S/AONE.U\">one</a> line, in particular, stood out and captures the essence of the Palantir investment case. The following is a paraphrase of my notes from the call: &#34;What AWS was to the last decade, Foundry will be to the next.&#34;</p><p>Foundry is one of three primary platforms offered by Palantir. This type of vision speaks to the upside opportunity that many envision for Palantir&#39;s future. Most investors attribute the majority of Amazon&#39;s (AMZN) $1.2 trillion market value to its AWS division. As a result, even a fraction of an AWS-like opportunity represents extraordinary growth potential for Palantir and its shareholders. Palantir&#39;s current valuation is near $18 billion (using the fully diluted share count) and trending lower.</p><p><b>Growth Trajectory</b></p><p>In terms of its growth potential, Palantir continues to guide investors to 30% revenue growth per year through 2025. The 32% selloff in the shares following the reiteration of this guidance speaks to the challenge facing Palantir&#39;s stock in the near term. The market has clearly signaled that it doubts whether management&#39;s 30% growth guidance can be achieved. I spoke to the high likelihood that growth would disappoint in my February report after breaking down Palantir&#39;s growth by customer cohort (emphasis added):</p><blockquote>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021… As a result<b>, Palantir appears to be trending toward an underlying sales growth rate closer to 20%</b> than the company&#39;s 30% sales growth guidance through mid-decade.</blockquote><p>Now that the risk of disappointment has materialized, the market is increasingly uncertain about the sustainable growth trajectory for Palantir. To tackle this question, I compiled Palantir&#39;s segment sales performance for Q1 2022 and the full year of 2021 to construct a picture of the near-term growth trajectory. The following two tables were compiled from Palantir&#39;s Q1 2022 10-Q and 2021 10-K filed with the SEC. The first table displays Q1 2022 and the second displays 2021. Please note that I have color-coded the related cells for comparison within and between the tables.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6014209021f3fa2f8092daf4a26dba11\" tg-width=\"640\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>Before adding the 2021 table for comparison, note that Palantir grew its revenue by just over 19% in Q1 2022, excluding revenue from Investees (the lower blue highlighted cell). Please compare the 19% growth in Q1 2022 to the blue highlighted cells in the table below for 2021. The growth deceleration is material excluding Investee revenue.</p><p>I would highly recommend reading my prior report for a detailed discussion of the Investee situation. A summary of the current Investees is included at the end of this article for those interested. In essence, investing in companies in return for software sales to those same companies is not a sustainable customer acquisition strategy.</p><p>As a result, I and many others exclude sales to Investees from view when trying to determine Palantir&#39;s sustainable growth trajectory. Interestingly, Palantir stated on the Q1 2022 conference call that they have discontinued the Investee program thus removing a major red flag going forward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a7b062d439185403c6bcd0841413601\" tg-width=\"640\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>Notice that total sales grew nearly 37% excluding Investees in 2021 (the lower blue highlighted cell). It should be noted that the growth rate in Q3 2021 was 29% and in Q4 2021 it was 25% (not shown here). The 19% growth posted in Q1 2022 is a substantial deceleration, however, it is generally in line with what one would expect given the preexisting slowdown in Palantir&#39;s growth trajectory.</p><p>I have highlighted in yellow the total dollar growth of revenue for Q1 2022 and the full year of 2021 (excluding sales to Investees). The $66 million of revenue growth in Q1 2022 annualizes at $264 million, in comparison to the $401 million of revenue growth posted in 2021. While Palantir experiences some cyclicality, with the potential for stronger sales in the second half of the year, the Q1 2022 sales figure looks quite weak.</p><p>In fact, in Q1 2021, Palantir grew sales by $112 million (not shown here) which annualized at $448 million compared to the actual sales growth achieved in 2021 of $401 million (excluding Investee revenue). As a result, the Q1 2022 sales growth figure, which annualizes at $264 million, is worrisome when compared to 2021 and the company&#39;s 30% sales growth guidance.</p><p>If sales growth were to come in at $264 million for all of 2022 (excluding Investees), Palantir would grow at 17%. With 19% growth in Q1 2022, down from 37% in 2021, 17% growth would represent a stabilization of the existing downtrend rather than a continuation of Palantir&#39;s growth deceleration.</p><p>Growth stabilization looks to be a possibility as the following paraphrase from my Q1 2022 conference call notes highlights. The paraphrase pertains to management&#39;s discussion of Palantir&#39;s near-term sales guidance which disappointed investors (emphasis added): <i>&#34;We have visibility into the upside,</i> and the upside is quite large.&#34;</p><p><b>Upside Visibility</b></p><p>The bolded text in the above quote inspired the title for this report. It also captures the increasing upside visibility available to investors as Palantir&#39;s share price continues to fall. In terms of what could drive Palantir&#39;s revenue upside, management believes that US government sales will reaccelerate as 2022 unfolds. The 16% growth posted in Q1 2022 is well below the historical Government segment growth rate of 30% per year. This segment could certainly stabilize Palantir&#39;s growth rate as it represents 54% of sales as of Q1.</p><p>With Commercial segment sales growth stable in 2021 and Q1 2022 near 24% per year (excluding Investee revenue), the Government segment trending back towards its historical growth rate of 30% would return Palantir to the ballpark of its 30% annual sales growth guidance.</p><p>The following table highlights another Government segment growth vector that could open up given the extreme level of geopolitical instability and the structural ripple effects into the Commercial segment. These ripple effects are most clearly visible in the widespread failure of supply chains in recent times. The table was compiled from Palantir&#39;s Q1 2022 10-Q filed with the SEC. I have highlighted the additional Government growth vector.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cde3ec929a5825c2fbed7e6a378b108a\" tg-width=\"640\" tg-height=\"135\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>The US government represented 42% of Palantir&#39;s total sales in Q1 2022 or approximately $187 million. The UK is a large government customer as well, with the Royal Navy and NHS being notable Palantir customers. I estimate that the US and UK governments account for approximately 92% of Palantir&#39;s total Government segment sales. As a result, the vast majority of the rest of world sales in the above table represent Commercial segment sales. I estimate commercial sales comprise 84% of Palantir&#39;s rest of world revenue.</p><p>There is extraordinary upside potential for Palantir in the Government segment globally at only 16% of rest of world sales. With the US and UK governments serving as early adopters, other governments are likely to be incentivized to explore Palantir&#39;s capabilities.</p><p>Greater integration with the US and UK should become increasingly attractive for the rest of the world category. This is especially true given the geopolitical situation and associated commercial disruptions. The possibility that this could become a growth vector for Palantir is highlighted by the following two paraphrases from my Q1 2022 conference call notes: &#34;The nuclear threat is much higher than is believed or than is being portrayed in the media.&#34;</p><p>The underappreciated risk of nuclear events, while at the extreme end of the risk spectrum that Palantir&#39;s products help address, serves to accentuate the opportunity set for Palantir. There are an unlimited number of geopolitical risk vectors for the Government segment with direct ripple effects into the Commercial segment. These risks are now on the front burner for the world&#39;s governments and enterprises alike.</p><p>The second paraphrase from my notes pertains to the spillover of geopolitical tensions into the commercial realm and the disruption of supply chains in particular: &#34;Literally every function of every business is breaking.&#34;</p><p>In essence, Palantir believes that the rapid escalation of geopolitical risks (Russia and China in particular) and the spillover into the commercial sector represents an ideal backdrop for Palantir to sell into, given the company&#39;s deep roots in national security and mission-critical operations. I tend to agree overall with this positive competitive assessment for the coming years. These dynamics could very well lead to nearer-term growth opportunities that could surprise to the upside once the current growth disappointment dissipates and expectations are fully reset.</p><p><b>Consensus Growth Estimates</b></p><p>Interestingly, consensus revenue growth estimates remain unchanged since my February report. As evidenced by Palantir&#39;s collapsing share price, the market has sent a clear signal of no confidence in Palantir achieving 30% sales growth. That said, consensus growth estimates continue to embed the company&#39;s 30% sales growth guidance. Please note that consensus sales estimates include Investee revenue which should account for 6% of total sales in 2022. The following tables were compiled from Seeking Alpha and my prior article and display consensus estimates as of 5-15-22 compared to 2-2-22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/796c39436a333158793cf93601e3da5f\" tg-width=\"638\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted 2022 and 2023 for ease of comparison. Based on the underlying 17% to 19% sales growth trajectory as of Q1 2022 discussed above, the likelihood of missing estimates in 2022 and 2023 is elevated. This is especially true for sales in light of the termination of the Investee customer acquisition strategy. While consensus revenue estimates remain unchanged and at risk, earnings estimates have ratcheted lower since my last report as can be seen in the following table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7c561c18fb35635a76c9ce58f477db0\" tg-width=\"638\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the consensus earnings estimates for 2022 and 2023 which have declined by -20% and -14%, respectively, since February 2. Additionally, notice that the valuation multiple has contracted by 18%, from 62x to 51x the 2022 consensus estimate (highlighted in blue). The valuation multiple contracted 22%, from 45x to 35x the 2023 consensus earnings estimate. Please note that these are non-GAAP earnings estimates as Palantir currently operates at a loss on a GAAP basis.</p><p>Nonetheless, when earnings and valuation multiples are moving in the same direction, amplified price volatility is the end result. As investors, we are looking for situations in which earnings estimates and valuation multiples are moving up together, creating amplified upside opportunities. Palantir is clearly undergoing the opposite at the moment.</p><p><b>Profitability Trends</b></p><p>There remains further risk to consensus earnings estimates for 2022 and 2023 as is evidenced by the company&#39;s various profitability measures. When reviewing the underlying trend in Palantir&#39;s profitability measures, consensus estimates for 25% and 47% growth in 2022 and 2023, respectively, appear to be at risk. The following table was compiled from Palantir&#39;s Q1 2022 10-Q filed with the SEC and displays the company&#39;s adjusted operating income growth (highlighted in yellow).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6c7104e38d18395dea8d8d4d8aa3b03\" tg-width=\"640\" tg-height=\"132\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>While Palantir&#39;s GAAP income is improving from -$114 million to -$39 million, its adjusted operating income has stagnated for all intents and purposes. The signs of profitability stagnation are also evident in Palantir&#39;s cash flow statement below (compiled from the same 10-Q). I have highlighted the key data points.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4643407d0c54c1abe4e12ae6e9a370de\" tg-width=\"640\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>Importantly, Palantir&#39;s Q1 cash flow from operations declined by 70% to $35 million in Q1 2022, while free cash flow turned decidedly negative (the yellow highlighted cells versus the blue highlighted cells). I have included Palantir&#39;s investments in Investees in my free cash flow estimation. This amounted to $89.5 million in Q1 and was recently discontinued. Regardless, Palantir&#39;s declining cash flows fully support the message from its stagnant adjusted income. The consensus earnings estimates of 25% for 2022 and 47% for 2023 are clearly at risk.</p><p><b>Key Business Measure</b></p><p>Palantir utilizes a KPI or Key Performance Indicator for allocating resources internally, which is closely related to the concept of gross profit margin, called Contribution Margin. For a more detailed discussion of this metric, please see my February report. The underlying trajectory of this KPI is similar to the adjusted income and cash flow trends above, if less extreme.</p><p>The following tables display Palantir&#39;s Contribution Margin and were compiled from the company&#39;s Q1 2022 10-Q and my previous Palantir report. The first table displays Q1 2022 and the second displays the trend through Q3 2021. Please note that I have color-coded the related cells for comparison within and between the tables.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1976698261d14d8ba419b33b43766a8\" tg-width=\"640\" tg-height=\"423\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>Before displaying the 2021 data, please note that the Contribution Margin grew 24% in Q1 2022 (highlighted in yellow). The growth through Q3 2021 is displayed below and is also highlighted in yellow. Through the first three quarters of 2021, Contribution Margin grew by 64%, however, it slowed dramatically to 37% in Q3 2021 and 27% in Q4 2021 (not shown below). The research and development expense stagnation highlighted in blue, both above and below, will shed some light on the dynamics at play.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eb3259f5f1b0ee57573816b7dd3484e\" tg-width=\"640\" tg-height=\"247\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p><p>While the Contribution Margin is in a similar deceleration trend as most of Palantir&#39;s business metrics, at 24% growth in Q1 2022, the growth rate remains above all other metrics. The higher growth rate of Palantir&#39;s Contribution Margin in the face of stagnating adjusted income and declining cash flows is likely an artifact of the Investee program that was active through Q1 2022 and which was recently terminated.</p><p>In essence, Palantir invested in companies (Investees) in return for software sales commitments. Sales to such customers accounted for $39 million of Q1 2022 total sales. Notice in the first table that the 24% Contribution Margin growth in Q1 2022 equates to an increase of $48 million compared to Q1 2021. The Investee sales likely required little in the way of research and development or general and administrative expenses. Palantir acquired and implemented the relationships via an investment agreement.</p><p>As a result, the Contribution Margin growth of 24% in Q1 2022 is likely inflated by up to $39 million. Removing this would result in Contribution Margin growth of just 4%, which is more in line with the adjusted income stagnation and cash flow contraction. The stagnation of research and development expenses from Q3 2021 to Q1 2022 (highlighted in blue in the above tables) suggests that this is the correct inference regarding the inflated growth of Palantir&#39;s Contribution Margin compared to its other performance metrics.</p><p><b>Research and Development</b></p><p>In my February report, I highlighted the rapid slowdown of research and development expenses as a likely negative signal. The reason for this is Palantir&#39;s unique sales cycle compared to standard enterprise software companies. I covered the details of Palantir&#39;s unique sales cycle and customer cohorts in the prior report. The essence is captured by the following quote from the February article:</p><blockquote>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale… This does not appear to be happening at the moment.</blockquote><p>The following passage from Palantir&#39;s 2021 10-K supports my interpretation of the signal being sent by Palantir&#39;s stagnant research and development investment.</p><blockquote>We believe that in order to fully address the most complex and valuable challenges that our customers face, we must experience and understand their problems firsthand… we embed with our users. Our research and development function is responsible for the design, development, testing, validation, and refinement of our platforms, and embedding with our users allows us to identify research and development opportunities…</blockquote><p>In summary, all profit growth measures look to be on a stagnating trajectory at minimum and point to an elevated risk of disappointment in regard to consensus earnings growth estimates. As a result, a primary challenge in evaluating the timing of an investment in Palantir is inferring what is priced into the shares on the sales and earnings growth front. With consensus growth estimates and the underlying trends in hand, we can begin to construct Palantir&#39;s potential return spectrum.</p><p><b>Technicals</b></p><p>The technical backdrop provides an excellent bird&#39;s eye view of Palantir&#39;s upside return potential, while fundamental measures will dominate the downside return potential given that Palantir is testing new all-time lows. The following 2-year daily chart captures Palantir&#39;s IPO and the essence of the technical backdrop. I have highlighted the key resistance levels (technical upside targets) with orange lines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a15fef920f0c09c71a9d697b708eaa\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 2-year daily chart (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>Given the recent break to all-time lows, there are no visible technical support levels. The 1-year daily chart below provides a closer look.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/806868dae1d9a75949a30a224137e08e\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 1-year daily chart (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>Please note that the gold line represents the 50-day moving average and the grey line denotes the 200-day moving average. At roughly $8 per share, Palantir is deeply oversold as is evidenced by it being 128% away from its 200-day moving average. The 200-day moving average happens to coincide with the second resistance level. This is likely to be a very heavy resistance zone as it served as the primary support level during Q2 and Q4 of 2021.</p><p>Before testing the upper resistance levels, Palantir will first have to clear the first resistance level near the IPO price of $10. The following 6-month daily chart zooms in on this first resistance level.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94142f6bc2a59a08e88cd3e3422a9c12\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 6-month daily chart (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>Notice that trading volume is dropping off following the two-day rally off the recent all-time low. This suggests that Palantir is likely to retest the all-time lows toward $6. A retest of the lows and the need for more extensive base building is well supported by the fundamental deterioration discussed above, as well as in my February report. This interpretation is also supported by the fact that Palantir still trades at an elevated valuation of 8.5x the 2022 consensus sales estimate and 51x the consensus non-GAAP EPS estimate.</p><p><b>Potential Return Spectrum</b></p><p>The upside return potential to each of the technical resistance levels is summarized in the table below. I have estimated the downside return potential using various comparable company valuations in the software industry: <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM), <a href=\"https://laohu8.com/S/WDAY\">Workday</a> (WDAY), and Splunk (SPLK). These comparables are a good representation of current valuations throughout the software sector. The lowest downside return estimate is arrived at by applying the market multiple to Palantir&#39;s 2022 EPS estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69450b8413221d5ba42faa5de2a4591f\" tg-width=\"640\" tg-height=\"402\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow what I view as the most likely nearer-term return spectrum of -30% to +128%. The blue highlighted cells represent my estimation of the nearer-term (1-3 years) extremes of the potential return spectrum, which ranges from -44% to +239%.</p><p>The -60% downside potential cannot be ruled out if Palantir&#39;s growth disappointment persists, however, I view this as a low probability level even with further disappointment. On the upside, assuming Palantir begins to gain material traction in the Commercial segment, all-time highs within a 5-year time frame are a reasonable possibility. If so, the upside opportunity is extraordinary at +463%.</p><p><b>Summary</b></p><p>All told, Palantir&#39;s risk/reward asymmetry is heavily skewed to the upside. The vast nature of its long-term opportunity combined with its well-advanced valuation correction should bring all secular growth investors to attention. With the stock highly likely to retest recent lows or lower while building a base, the time is now to plan and execute an accumulation strategy for those seeking exceptional return potential.</p><p>If Palantir can execute on its growth plan and become some version of what AWS was to the last decade, the upside potential is truly vast. In conclusion, my prior quote captures the essence of the Palantir investment case, from the perspective of the company and its business as well as that of an investor: &#34;We have visibility into the upside, and the upside is quite large.&#34;</p><p><b>Investee Details</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54e74788c15daaafe35356e42375e00c\" tg-width=\"640\" tg-height=\"474\" width=\"100%\" height=\"auto\"/><span>Created by Brian Kapp, stoxdox</span></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Visibility Into The Upside</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\">\nPalantir: Visibility Into The Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513235-palantir-visibility-into-the-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir shares have been rocked as the market prices in an underlying growth rate closer to 20% rather than the company’s 30% guidance.Management stated that its Foundry platform could be to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513235-palantir-visibility-into-the-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4513235-palantir-visibility-into-the-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236338440","content_text":"SummaryPalantir shares have been rocked as the market prices in an underlying growth rate closer to 20% rather than the company’s 30% guidance.Management stated that its Foundry platform could be to the coming decade what Amazon’s AWS was to the last, offering a glimpse into the vast upside potential.Palantir has suspended its SPAC investment strategy, eliminating a major customer acquisition red flag after unrealized losses surpassed $200 million.With growth slowing, the open question is whether Palantir can broadly penetrate the enterprise software market and the non-US and UK government market.Palantir offers one of the largest long-term growth opportunities in the marketplace. With the shares down 87% and expectations adjusting lower, there is increasing visibility into the upside potential.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a positive risk/reward rating based on the vast nature of its long-term opportunity set, its increasingly attractive valuation, and its deeply oversold technical position. In my prior Palantir report from February 3, 2022, I made the following observation of the likely downside potential for Palantir:To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate… would place Palantir shares at $8… If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility… I apply the same 40x non-GAAP earnings to my estimate of Palantir's current annual run rate… If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021)… the shares could trade down to $6.In fact, the shares touched a low of $6.44 on May 12, 2022, punctuating a vicious -32% selloff following the company's Q1 2022 earnings release. Interestingly, consensus earnings growth estimates are now aligned with my previous 25% earnings growth estimate for 2022. The extraordinary volatility is a reminder that Palantir is for those seeking exceptional growth potential with the associated risk.Nonetheless, the shares are testing a reasonable valuation zone, as outlined in my prior report. Additionally, Palantir's stock is down roughly 87% from its all-time high reached in 2021. As a result, it is fair to say that a significant amount of risk has already materialized and thus has been removed from Palantir's share price.Risk/Reward Rating: PositiveWhile taking notes during Palantir's Q1 2022 earnings conference call, one line, in particular, stood out and captures the essence of the Palantir investment case. The following is a paraphrase of my notes from the call: \"What AWS was to the last decade, Foundry will be to the next.\"Foundry is one of three primary platforms offered by Palantir. This type of vision speaks to the upside opportunity that many envision for Palantir's future. Most investors attribute the majority of Amazon's (AMZN) $1.2 trillion market value to its AWS division. As a result, even a fraction of an AWS-like opportunity represents extraordinary growth potential for Palantir and its shareholders. Palantir's current valuation is near $18 billion (using the fully diluted share count) and trending lower.Growth TrajectoryIn terms of its growth potential, Palantir continues to guide investors to 30% revenue growth per year through 2025. The 32% selloff in the shares following the reiteration of this guidance speaks to the challenge facing Palantir's stock in the near term. The market has clearly signaled that it doubts whether management's 30% growth guidance can be achieved. I spoke to the high likelihood that growth would disappoint in my February report after breaking down Palantir's growth by customer cohort (emphasis added):Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021… As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company's 30% sales growth guidance through mid-decade.Now that the risk of disappointment has materialized, the market is increasingly uncertain about the sustainable growth trajectory for Palantir. To tackle this question, I compiled Palantir's segment sales performance for Q1 2022 and the full year of 2021 to construct a picture of the near-term growth trajectory. The following two tables were compiled from Palantir's Q1 2022 10-Q and 2021 10-K filed with the SEC. The first table displays Q1 2022 and the second displays 2021. Please note that I have color-coded the related cells for comparison within and between the tables.Created by Brian Kapp, stoxdoxBefore adding the 2021 table for comparison, note that Palantir grew its revenue by just over 19% in Q1 2022, excluding revenue from Investees (the lower blue highlighted cell). Please compare the 19% growth in Q1 2022 to the blue highlighted cells in the table below for 2021. The growth deceleration is material excluding Investee revenue.I would highly recommend reading my prior report for a detailed discussion of the Investee situation. A summary of the current Investees is included at the end of this article for those interested. In essence, investing in companies in return for software sales to those same companies is not a sustainable customer acquisition strategy.As a result, I and many others exclude sales to Investees from view when trying to determine Palantir's sustainable growth trajectory. Interestingly, Palantir stated on the Q1 2022 conference call that they have discontinued the Investee program thus removing a major red flag going forward.Created by Brian Kapp, stoxdoxNotice that total sales grew nearly 37% excluding Investees in 2021 (the lower blue highlighted cell). It should be noted that the growth rate in Q3 2021 was 29% and in Q4 2021 it was 25% (not shown here). The 19% growth posted in Q1 2022 is a substantial deceleration, however, it is generally in line with what one would expect given the preexisting slowdown in Palantir's growth trajectory.I have highlighted in yellow the total dollar growth of revenue for Q1 2022 and the full year of 2021 (excluding sales to Investees). The $66 million of revenue growth in Q1 2022 annualizes at $264 million, in comparison to the $401 million of revenue growth posted in 2021. While Palantir experiences some cyclicality, with the potential for stronger sales in the second half of the year, the Q1 2022 sales figure looks quite weak.In fact, in Q1 2021, Palantir grew sales by $112 million (not shown here) which annualized at $448 million compared to the actual sales growth achieved in 2021 of $401 million (excluding Investee revenue). As a result, the Q1 2022 sales growth figure, which annualizes at $264 million, is worrisome when compared to 2021 and the company's 30% sales growth guidance.If sales growth were to come in at $264 million for all of 2022 (excluding Investees), Palantir would grow at 17%. With 19% growth in Q1 2022, down from 37% in 2021, 17% growth would represent a stabilization of the existing downtrend rather than a continuation of Palantir's growth deceleration.Growth stabilization looks to be a possibility as the following paraphrase from my Q1 2022 conference call notes highlights. The paraphrase pertains to management's discussion of Palantir's near-term sales guidance which disappointed investors (emphasis added): \"We have visibility into the upside, and the upside is quite large.\"Upside VisibilityThe bolded text in the above quote inspired the title for this report. It also captures the increasing upside visibility available to investors as Palantir's share price continues to fall. In terms of what could drive Palantir's revenue upside, management believes that US government sales will reaccelerate as 2022 unfolds. The 16% growth posted in Q1 2022 is well below the historical Government segment growth rate of 30% per year. This segment could certainly stabilize Palantir's growth rate as it represents 54% of sales as of Q1.With Commercial segment sales growth stable in 2021 and Q1 2022 near 24% per year (excluding Investee revenue), the Government segment trending back towards its historical growth rate of 30% would return Palantir to the ballpark of its 30% annual sales growth guidance.The following table highlights another Government segment growth vector that could open up given the extreme level of geopolitical instability and the structural ripple effects into the Commercial segment. These ripple effects are most clearly visible in the widespread failure of supply chains in recent times. The table was compiled from Palantir's Q1 2022 10-Q filed with the SEC. I have highlighted the additional Government growth vector.Created by Brian Kapp, stoxdoxThe US government represented 42% of Palantir's total sales in Q1 2022 or approximately $187 million. The UK is a large government customer as well, with the Royal Navy and NHS being notable Palantir customers. I estimate that the US and UK governments account for approximately 92% of Palantir's total Government segment sales. As a result, the vast majority of the rest of world sales in the above table represent Commercial segment sales. I estimate commercial sales comprise 84% of Palantir's rest of world revenue.There is extraordinary upside potential for Palantir in the Government segment globally at only 16% of rest of world sales. With the US and UK governments serving as early adopters, other governments are likely to be incentivized to explore Palantir's capabilities.Greater integration with the US and UK should become increasingly attractive for the rest of the world category. This is especially true given the geopolitical situation and associated commercial disruptions. The possibility that this could become a growth vector for Palantir is highlighted by the following two paraphrases from my Q1 2022 conference call notes: \"The nuclear threat is much higher than is believed or than is being portrayed in the media.\"The underappreciated risk of nuclear events, while at the extreme end of the risk spectrum that Palantir's products help address, serves to accentuate the opportunity set for Palantir. There are an unlimited number of geopolitical risk vectors for the Government segment with direct ripple effects into the Commercial segment. These risks are now on the front burner for the world's governments and enterprises alike.The second paraphrase from my notes pertains to the spillover of geopolitical tensions into the commercial realm and the disruption of supply chains in particular: \"Literally every function of every business is breaking.\"In essence, Palantir believes that the rapid escalation of geopolitical risks (Russia and China in particular) and the spillover into the commercial sector represents an ideal backdrop for Palantir to sell into, given the company's deep roots in national security and mission-critical operations. I tend to agree overall with this positive competitive assessment for the coming years. These dynamics could very well lead to nearer-term growth opportunities that could surprise to the upside once the current growth disappointment dissipates and expectations are fully reset.Consensus Growth EstimatesInterestingly, consensus revenue growth estimates remain unchanged since my February report. As evidenced by Palantir's collapsing share price, the market has sent a clear signal of no confidence in Palantir achieving 30% sales growth. That said, consensus growth estimates continue to embed the company's 30% sales growth guidance. Please note that consensus sales estimates include Investee revenue which should account for 6% of total sales in 2022. The following tables were compiled from Seeking Alpha and my prior article and display consensus estimates as of 5-15-22 compared to 2-2-22.Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted 2022 and 2023 for ease of comparison. Based on the underlying 17% to 19% sales growth trajectory as of Q1 2022 discussed above, the likelihood of missing estimates in 2022 and 2023 is elevated. This is especially true for sales in light of the termination of the Investee customer acquisition strategy. While consensus revenue estimates remain unchanged and at risk, earnings estimates have ratcheted lower since my last report as can be seen in the following table.Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted in yellow the consensus earnings estimates for 2022 and 2023 which have declined by -20% and -14%, respectively, since February 2. Additionally, notice that the valuation multiple has contracted by 18%, from 62x to 51x the 2022 consensus estimate (highlighted in blue). The valuation multiple contracted 22%, from 45x to 35x the 2023 consensus earnings estimate. Please note that these are non-GAAP earnings estimates as Palantir currently operates at a loss on a GAAP basis.Nonetheless, when earnings and valuation multiples are moving in the same direction, amplified price volatility is the end result. As investors, we are looking for situations in which earnings estimates and valuation multiples are moving up together, creating amplified upside opportunities. Palantir is clearly undergoing the opposite at the moment.Profitability TrendsThere remains further risk to consensus earnings estimates for 2022 and 2023 as is evidenced by the company's various profitability measures. When reviewing the underlying trend in Palantir's profitability measures, consensus estimates for 25% and 47% growth in 2022 and 2023, respectively, appear to be at risk. The following table was compiled from Palantir's Q1 2022 10-Q filed with the SEC and displays the company's adjusted operating income growth (highlighted in yellow).Created by Brian Kapp, stoxdoxWhile Palantir's GAAP income is improving from -$114 million to -$39 million, its adjusted operating income has stagnated for all intents and purposes. The signs of profitability stagnation are also evident in Palantir's cash flow statement below (compiled from the same 10-Q). I have highlighted the key data points.Created by Brian Kapp, stoxdoxImportantly, Palantir's Q1 cash flow from operations declined by 70% to $35 million in Q1 2022, while free cash flow turned decidedly negative (the yellow highlighted cells versus the blue highlighted cells). I have included Palantir's investments in Investees in my free cash flow estimation. This amounted to $89.5 million in Q1 and was recently discontinued. Regardless, Palantir's declining cash flows fully support the message from its stagnant adjusted income. The consensus earnings estimates of 25% for 2022 and 47% for 2023 are clearly at risk.Key Business MeasurePalantir utilizes a KPI or Key Performance Indicator for allocating resources internally, which is closely related to the concept of gross profit margin, called Contribution Margin. For a more detailed discussion of this metric, please see my February report. The underlying trajectory of this KPI is similar to the adjusted income and cash flow trends above, if less extreme.The following tables display Palantir's Contribution Margin and were compiled from the company's Q1 2022 10-Q and my previous Palantir report. The first table displays Q1 2022 and the second displays the trend through Q3 2021. Please note that I have color-coded the related cells for comparison within and between the tables.Created by Brian Kapp, stoxdoxBefore displaying the 2021 data, please note that the Contribution Margin grew 24% in Q1 2022 (highlighted in yellow). The growth through Q3 2021 is displayed below and is also highlighted in yellow. Through the first three quarters of 2021, Contribution Margin grew by 64%, however, it slowed dramatically to 37% in Q3 2021 and 27% in Q4 2021 (not shown below). The research and development expense stagnation highlighted in blue, both above and below, will shed some light on the dynamics at play.Created by Brian Kapp, stoxdoxWhile the Contribution Margin is in a similar deceleration trend as most of Palantir's business metrics, at 24% growth in Q1 2022, the growth rate remains above all other metrics. The higher growth rate of Palantir's Contribution Margin in the face of stagnating adjusted income and declining cash flows is likely an artifact of the Investee program that was active through Q1 2022 and which was recently terminated.In essence, Palantir invested in companies (Investees) in return for software sales commitments. Sales to such customers accounted for $39 million of Q1 2022 total sales. Notice in the first table that the 24% Contribution Margin growth in Q1 2022 equates to an increase of $48 million compared to Q1 2021. The Investee sales likely required little in the way of research and development or general and administrative expenses. Palantir acquired and implemented the relationships via an investment agreement.As a result, the Contribution Margin growth of 24% in Q1 2022 is likely inflated by up to $39 million. Removing this would result in Contribution Margin growth of just 4%, which is more in line with the adjusted income stagnation and cash flow contraction. The stagnation of research and development expenses from Q3 2021 to Q1 2022 (highlighted in blue in the above tables) suggests that this is the correct inference regarding the inflated growth of Palantir's Contribution Margin compared to its other performance metrics.Research and DevelopmentIn my February report, I highlighted the rapid slowdown of research and development expenses as a likely negative signal. The reason for this is Palantir's unique sales cycle compared to standard enterprise software companies. I covered the details of Palantir's unique sales cycle and customer cohorts in the prior report. The essence is captured by the following quote from the February article:The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale… This does not appear to be happening at the moment.The following passage from Palantir's 2021 10-K supports my interpretation of the signal being sent by Palantir's stagnant research and development investment.We believe that in order to fully address the most complex and valuable challenges that our customers face, we must experience and understand their problems firsthand… we embed with our users. Our research and development function is responsible for the design, development, testing, validation, and refinement of our platforms, and embedding with our users allows us to identify research and development opportunities…In summary, all profit growth measures look to be on a stagnating trajectory at minimum and point to an elevated risk of disappointment in regard to consensus earnings growth estimates. As a result, a primary challenge in evaluating the timing of an investment in Palantir is inferring what is priced into the shares on the sales and earnings growth front. With consensus growth estimates and the underlying trends in hand, we can begin to construct Palantir's potential return spectrum.TechnicalsThe technical backdrop provides an excellent bird's eye view of Palantir's upside return potential, while fundamental measures will dominate the downside return potential given that Palantir is testing new all-time lows. The following 2-year daily chart captures Palantir's IPO and the essence of the technical backdrop. I have highlighted the key resistance levels (technical upside targets) with orange lines.Palantir 2-year daily chart (Created by Brian Kapp using a chart from Barchart.com)Given the recent break to all-time lows, there are no visible technical support levels. The 1-year daily chart below provides a closer look.Palantir 1-year daily chart (Created by Brian Kapp using a chart from Barchart.com)Please note that the gold line represents the 50-day moving average and the grey line denotes the 200-day moving average. At roughly $8 per share, Palantir is deeply oversold as is evidenced by it being 128% away from its 200-day moving average. The 200-day moving average happens to coincide with the second resistance level. This is likely to be a very heavy resistance zone as it served as the primary support level during Q2 and Q4 of 2021.Before testing the upper resistance levels, Palantir will first have to clear the first resistance level near the IPO price of $10. The following 6-month daily chart zooms in on this first resistance level.Palantir 6-month daily chart (Created by Brian Kapp using a chart from Barchart.com)Notice that trading volume is dropping off following the two-day rally off the recent all-time low. This suggests that Palantir is likely to retest the all-time lows toward $6. A retest of the lows and the need for more extensive base building is well supported by the fundamental deterioration discussed above, as well as in my February report. This interpretation is also supported by the fact that Palantir still trades at an elevated valuation of 8.5x the 2022 consensus sales estimate and 51x the consensus non-GAAP EPS estimate.Potential Return SpectrumThe upside return potential to each of the technical resistance levels is summarized in the table below. I have estimated the downside return potential using various comparable company valuations in the software industry: Salesforce (CRM), Workday (WDAY), and Splunk (SPLK). These comparables are a good representation of current valuations throughout the software sector. The lowest downside return estimate is arrived at by applying the market multiple to Palantir's 2022 EPS estimate.Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted in yellow what I view as the most likely nearer-term return spectrum of -30% to +128%. The blue highlighted cells represent my estimation of the nearer-term (1-3 years) extremes of the potential return spectrum, which ranges from -44% to +239%.The -60% downside potential cannot be ruled out if Palantir's growth disappointment persists, however, I view this as a low probability level even with further disappointment. On the upside, assuming Palantir begins to gain material traction in the Commercial segment, all-time highs within a 5-year time frame are a reasonable possibility. If so, the upside opportunity is extraordinary at +463%.SummaryAll told, Palantir's risk/reward asymmetry is heavily skewed to the upside. The vast nature of its long-term opportunity combined with its well-advanced valuation correction should bring all secular growth investors to attention. With the stock highly likely to retest recent lows or lower while building a base, the time is now to plan and execute an accumulation strategy for those seeking exceptional return potential.If Palantir can execute on its growth plan and become some version of what AWS was to the last decade, the upside potential is truly vast. In conclusion, my prior quote captures the essence of the Palantir investment case, from the perspective of the company and its business as well as that of an investor: \"We have visibility into the upside, and the upside is quite large.\"Investee DetailsCreated by Brian Kapp, stoxdox","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830494960,"gmtCreate":1629087685250,"gmtModify":1676529925594,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830494960","repostId":"2159210869","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806893823,"gmtCreate":1627646640462,"gmtModify":1703494002019,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806893823","repostId":"1196132618","repostType":4,"repost":{"id":"1196132618","kind":"news","pubTimestamp":1627632825,"share":"https://ttm.financial/m/news/1196132618?lang=&edition=fundamental","pubTime":"2021-07-30 16:13","market":"us","language":"en","title":"The $1.2 Trillion Infrastructure Bill Could Lift These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1196132618","media":"Barrons","summary":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has ","content":"<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.</p>\n<p>Analysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.</p>\n<p>The bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.</p>\n<p>Passage of a bill still faces steep political hurdles.</p>\n<p>While Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.</p>\n<p>Still, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.</p>\n<p>So how to play it? Four companies that stand to benefit are&nbsp;Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and&nbsp;Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.</p>\n<p>Jacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.</p>\n<p>Hubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”</p>\n<p>Insteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.</p>\n<p>Union Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.</p>\n<p>Investors may be paying a steep premium for these stocks, though.</p>\n<p>Jacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.</p>\n<p>Hubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.</p>\n<p>Insteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.</p>\n<p>Union Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.</p>\n<p>Freight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.</p>\n<p>But the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.</p>\n<p>Other infrastructure favorites include aggregates companies&nbsp;Vulcan Materials(VMC) and&nbsp;Martin Marietta Materials(MLM), and industrial-machinery giants&nbsp;Deere(DE) and&nbsp;Caterpillar(CAT). In broadband, cell-tower companies such as&nbsp;American Tower REIT(AMT),SBA Communications(SBAC), and&nbsp;Crown Castle International(CCI) could benefit.</p>\n<p>Investors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include&nbsp;First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and&nbsp;First Trust Global Wind Energy(FAN).</p>\n<p>As<i>Barron’s</i>&nbsp;has&nbsp;noted, electric-vehicle-charger component providers, including&nbsp;Amphenol&nbsp;(APH),TE Connectivity&nbsp;(TEL), and&nbsp;Sensata Technologies Holding&nbsp;(ST), could also be winners.</p>\n<p>The&nbsp;iShares U.S. Infrastructure&nbsp;ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&amp;P 500.</p>\n<p>There could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The $1.2 Trillion Infrastructure Bill Could Lift These Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe $1.2 Trillion Infrastructure Bill Could Lift These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 16:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan ...</p>\n\n<a href=\"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/infrastructure-bill-could-lift-these-stocks-51627593447?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196132618","content_text":"A $1.2 trillion infrastructure package is inching closer to the finish line now that the Senate has voted to begin debating the measure.\nAnalysts expect the Senate to pass a bill with bipartisan support next week. The House may then take up the measure.\nThe bill includes $550 billion in new spending, on top of existing programs. Highlights include $73 billion for clean-energy transmission, $110 billion for roads and bridges, and $7.5 billion for electric-vehicle charging stations. Money would also be doled out for airports, water projects, broadband internet, and initiatives to combat climate-change.\nPassage of a bill still faces steep political hurdles.\nWhile Senate Minority Leader Mitch McConnell (R-Kentucky) has indicated his support, the bill could be held up by Democract demands in the House to pass a $3.5 trillion budget reconciliation bill first. That won’t be easy, especially if Democrats hope to enlist Republican Senators for $1.2 trillion in infrastructure, conditioned on passing a reconciliation bill first.\nStill, if a bill does keep moving forward, Wall Street analysts are likely to raise revenue estimates for 2022 and beyond, anticipating a steady trickle of money from federal, state, and local governments as projects win approval.\nSo how to play it? Four companies that stand to benefit are Jacobs Engineering Group(ticker: J),Hubbell(HUBB),Insteel Industries(IIIN), and Union Pacific(UNP), according to Andrew Little, research analyst at exchange-traded-fund sponsor Global X.\nJacobs is a construction company and the lead engineer on several major projects now underway, including a $1.2 billion reconstruction of the I-270 Corridor in Denver, he notes. Jacobs is also involved in renewable-energy projects and builds data centers.\nHubbell manufactures electrical equipment for industrial clients, including products to improve building energy efficiency and power transmission, helping create “smart grids.”\nInsteel manufactures steel wiring used in construction projects and water utilities, including reinforcement of piping and irrigation projects.\nUnion Pacific runs one of the largest freight-rail networks in the U.S., operating in 23 western states, and would benefit from increased volume of raw materials and industrial goods.\nInvestors may be paying a steep premium for these stocks, though.\nJacobs is up 26% this year and trades at 19 times next-12-month earnings, a 19% premium to its five-year average price/earnings multiple. If there’s upside, however, it could be in infrastructure—Jacobs’ “people and places” business generates $7 billion in annual revenue through modernizing public and private projects, partly to meet higher environmental standards, the company said on a recent earnings call.\nHubbell is up 27% this year and goes for 21 times earnings, against a five-year P/E average of 18. The company would benefit from increased spending on renewable-energy infrastructure, including solar and wind components.\nInsteel has gained 75% this year, though it still trades at a modest 13 times earnings. The company is facing supply constraints and logistics issues, though an infrastructure bill would be a benefit, Insteel recently told analysts.\nUnion Pacific stock is only up 5% this year and trades at 20 times earnings, above its five year P/E average of 19.\nFreight volume has been depressed due to supply-chain disruptions, a shortage of semiconductors, and backlogs of goods waiting to be unloaded at U.S. ports.\nBut the railroad is expecting raw materials volume to remain robust as the economy gains momentum. And Union hiked its annual dividend in May by 10% to $1.07 a share, giving it a 2% annualized yield.\nOther infrastructure favorites include aggregates companies Vulcan Materials(VMC) and Martin Marietta Materials(MLM), and industrial-machinery giants Deere(DE) and Caterpillar(CAT). In broadband, cell-tower companies such as American Tower REIT(AMT),SBA Communications(SBAC), and Crown Castle International(CCI) could benefit.\nInvestors can also gain exposure to the theme through an ETF. Top performers in clean tech this year include First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index(GRID),Invesco MSCI Sustainable Future(ERTH), and First Trust Global Wind Energy(FAN).\nAsBarron’s has noted, electric-vehicle-charger component providers, including Amphenol (APH),TE Connectivity (TEL), and Sensata Technologies Holding (ST), could also be winners.\nThe iShares U.S. Infrastructure ETF (IFRA) includes a big slug of utilities at 44% of its asset base. The ETF has done well this year, gaining 20% against a 17% return for the S&P 500.\nThere could be more gains ahead if the infrastructure train finally leaves Union Station in Washington.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800671046,"gmtCreate":1627301827685,"gmtModify":1703487104259,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800671046","repostId":"2154931205","repostType":4,"repost":{"id":"2154931205","kind":"highlight","pubTimestamp":1627283771,"share":"https://ttm.financial/m/news/2154931205?lang=&edition=fundamental","pubTime":"2021-07-26 15:16","market":"us","language":"en","title":"4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2154931205","media":"Motley Fool","summary":"These high-growth companies can turn a healthy pile of cash into a life-altering amount of money.","content":"<p>There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the highest average annual returns over the long run is putting your capital to work in the stock market.</p>\n<p>For example, despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&amp;P 500</b> has averaged an annual total return, including dividends paid, of 11% since the beginning of 1980. At this return rate, folks reinvesting their dividends are doubling their money about every 6.5 years.</p>\n<p>But you don't have to settle for simply matching the performance of the market. If you buy stakes in game-changing businesses, you have the opportunity to take a large sum of money and turn it into a life-altering amount of cash. The following four game-changing stocks all have the tools necessary to turn a $200,000 investment into $1 million (or more) over the next decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634606%2Fcash-money-one-hundred-dollars-pocketwatch-long-term-investing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Redfin</h2>\n<p>Whereas real estate is traditionally a slow-growing, if not boring, sector, technology-driven real estate company <b>Redfin</b> (NASDAQ:RDFN) is showing Wall Street that it has the ability to completely change how properties are purchased, sold, and viewed.</p>\n<p>One of the core attributes of the Redfin operating model is saving its users money. Traditional real estate companies charge up to a 3% commission/listing fee when a home is bought or sold. Depending on how much previous business was completed with the company, Redfin only charges a fee ranging from 1% to 1.5%. A difference of 1.5% to 2% might not sound like much, but it's quite impactful with home prices soaring. According to Realtor.com, the median home price for active listings in June 2021 was $385,000, meaning Redfin could save the median seller up to $7,700 in costs.</p>\n<p>But it's not just a more cost-efficient operation that's driving buyers and sellers to Redfin. It's the company's adaptation to a changing real estate landscape and the unparalleled personalization it provides. For instance, RedfinNow is a service that purchases homes for cash, which removes the hassles of putting a home on the market and haggling with prospective buyers over price. There's also Redfin Concierge, which works with homeowners on improvements and staging to maximize the value of their home.</p>\n<p>With Redfin's share of existing home sales nearly tripling from 0.44% at the end of 2015 to 1.14% by March 2021, it's pretty evident that Redfin's operating model is resonating with consumers.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634606%2Fsquare-card-terminal.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" width=\"100%\" height=\"auto\"><span>Image source: Square.</span></p>\n<h2>Square</h2>\n<p>Just because a high-growth stock has a market cap in excess of $100 billion doesn't mean it can't quintuple (or more) over the next decade. Fintech stock <b>Square</b> (NYSE:SQ) has two operating segments that should allow it to handily outperform the broader market in the coming 10 years.</p>\n<p>Square's bread and butter has long been its seller ecosystem, which provides point-of-sale devices, analytics, and other tools that help merchants succeed. Between 2012 and 2019, the gross payment volume (GPV) on Square's network surged by an average of 49% annually, with GPV on track to easily top $130 billion in 2021.</p>\n<p>As I've previously noted, the seller ecosystem was really designed to be a tool for smaller merchants. Over time, however, the percentage of medium-and-large-sized businesses utilizing the platform has grown. As of the end of March, 61% of GPV came from businesses with $125,000 or more in annualized GPV, up from 52% in Q1 2019. Since this is a fee-driven operating segment, it implies steady profit growth for the seller ecosystem.</p>\n<p>However, the real lure here is digital peer-to-peer platform Cash App, which has seen its monthly active user count more than quintuple in three years to 36 million (as of Dec. 31, 2020). Cash App allows Square to monetize consumer purchases, bank transfers, investments, and even <b>Bitcoin</b>&nbsp;exchange. With gross profit per user of $41, compared to less than $5 in expenses to bring in each new user, Cash App is a burgeoning cash cow for Square.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Fastly</h2>\n<p>Yet another high-growth game-changer that could turn a $200,000 investment into $1 million or more over the next decade is edge cloud solutions provider <b>Fastly</b> (NYSE:FSLY).</p>\n<p>Fastly's primary task is to expedite the delivery of content to end users as quickly and securely as possible. While we we're witnessing a pretty steady shift of businesses pushing online prior to the pandemic, the coronavirus took this steady trend and kicked it into overdrive. Essentially, Fastly will benefit as more data is consumed digitally in the post-pandemic environment -- a trend that's unlikely to slow or ever reverse.</p>\n<p>All the key metrics investors would look for in a usage-based company are pointing in the right direction. The company's dollar-based net expansion rate has tallied 147% (Q3 2020), 143% (Q4 2020), and 139% (Q1 2021) in each of the past three quarters. In simple terms, this means existing clients spent 47%, 43%, and 39% more than they did in each respective year-ago quarter. We've also seen total customer count, enterprise customer count, and average enterprise customer spend, climb on a quarterly basis.</p>\n<p>What's perhaps most impressive about Fastly has been the company's ability to overcome ByteDance (the parent of TikTok) pulling traffic from its network in Q3 2020 due to a stateside spat with the Trump administration. ByteDance was Fastly's biggest customer by sales in the first-half of 2020. Despite this loss, Fastly still produced sales growth of better than 40% in the third quarter. Fastly is quickly becoming a popular content delivery solution, and the company's rapid sales growth proves it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72753f29fd92e186bec3ea1c1d331f6b\" tg-width=\"700\" tg-height=\"510\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>A final game-changing stock that has the ability to make its shareholder a whole lot richer over the next decade is cloud-based customer relationship management (CRM) software provider <b>Salesforce.com</b> (NYSE:CRM).</p>\n<p>Put simply, CRM software is what customer-facing businesses use to log and access client information in real-time, handle service and product issues, manage online marketing campaigns, and run predictive analysis with regard to which clients might purchase a new product or service. That's just a small snippet of what CRM can help with. It's a relatively common solution employed by retail and service-oriented companies, but it is gaining traction in nontraditional industries and sectors.</p>\n<p>Salesforce chimes in as the single most-dominant player in the global CRM space. According to IDC, Salesforce controlled just shy of 20% of all global CRM spending in the first-half of 2020.&nbsp; That was more than the next four competitors, combined. Between internal innovation and CEO Marc Benioff's willingness to lean on acquisitions as a means to cross-sell and broaden its service portfolio and client base, Salesforce's market share lead appears virtually insurmountable in CRM software.</p>\n<p>Benioff anticipates Salesforce surpassing $50 billion in full-year sales by fiscal 2026 after delivering $21.3 billion in annual sales in fiscal 2021. If this projection proves accurate, Salesforce's 20%-plus sustained growth rate should help motor its stock a lot higher.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade</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\">\n4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSLY":"Fastly, Inc.","CRM":"赛富时","RDFN":"Redfin Corp","SQ":"Block"},"source_url":"https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154931205","content_text":"There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the highest average annual returns over the long run is putting your capital to work in the stock market.\nFor example, despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has averaged an annual total return, including dividends paid, of 11% since the beginning of 1980. At this return rate, folks reinvesting their dividends are doubling their money about every 6.5 years.\nBut you don't have to settle for simply matching the performance of the market. If you buy stakes in game-changing businesses, you have the opportunity to take a large sum of money and turn it into a life-altering amount of cash. The following four game-changing stocks all have the tools necessary to turn a $200,000 investment into $1 million (or more) over the next decade.\nImage source: Getty Images.\nRedfin\nWhereas real estate is traditionally a slow-growing, if not boring, sector, technology-driven real estate company Redfin (NASDAQ:RDFN) is showing Wall Street that it has the ability to completely change how properties are purchased, sold, and viewed.\nOne of the core attributes of the Redfin operating model is saving its users money. Traditional real estate companies charge up to a 3% commission/listing fee when a home is bought or sold. Depending on how much previous business was completed with the company, Redfin only charges a fee ranging from 1% to 1.5%. A difference of 1.5% to 2% might not sound like much, but it's quite impactful with home prices soaring. According to Realtor.com, the median home price for active listings in June 2021 was $385,000, meaning Redfin could save the median seller up to $7,700 in costs.\nBut it's not just a more cost-efficient operation that's driving buyers and sellers to Redfin. It's the company's adaptation to a changing real estate landscape and the unparalleled personalization it provides. For instance, RedfinNow is a service that purchases homes for cash, which removes the hassles of putting a home on the market and haggling with prospective buyers over price. There's also Redfin Concierge, which works with homeowners on improvements and staging to maximize the value of their home.\nWith Redfin's share of existing home sales nearly tripling from 0.44% at the end of 2015 to 1.14% by March 2021, it's pretty evident that Redfin's operating model is resonating with consumers.\nImage source: Square.\nSquare\nJust because a high-growth stock has a market cap in excess of $100 billion doesn't mean it can't quintuple (or more) over the next decade. Fintech stock Square (NYSE:SQ) has two operating segments that should allow it to handily outperform the broader market in the coming 10 years.\nSquare's bread and butter has long been its seller ecosystem, which provides point-of-sale devices, analytics, and other tools that help merchants succeed. Between 2012 and 2019, the gross payment volume (GPV) on Square's network surged by an average of 49% annually, with GPV on track to easily top $130 billion in 2021.\nAs I've previously noted, the seller ecosystem was really designed to be a tool for smaller merchants. Over time, however, the percentage of medium-and-large-sized businesses utilizing the platform has grown. As of the end of March, 61% of GPV came from businesses with $125,000 or more in annualized GPV, up from 52% in Q1 2019. Since this is a fee-driven operating segment, it implies steady profit growth for the seller ecosystem.\nHowever, the real lure here is digital peer-to-peer platform Cash App, which has seen its monthly active user count more than quintuple in three years to 36 million (as of Dec. 31, 2020). Cash App allows Square to monetize consumer purchases, bank transfers, investments, and even Bitcoin exchange. With gross profit per user of $41, compared to less than $5 in expenses to bring in each new user, Cash App is a burgeoning cash cow for Square.\nImage source: Getty Images.\nFastly\nYet another high-growth game-changer that could turn a $200,000 investment into $1 million or more over the next decade is edge cloud solutions provider Fastly (NYSE:FSLY).\nFastly's primary task is to expedite the delivery of content to end users as quickly and securely as possible. While we we're witnessing a pretty steady shift of businesses pushing online prior to the pandemic, the coronavirus took this steady trend and kicked it into overdrive. Essentially, Fastly will benefit as more data is consumed digitally in the post-pandemic environment -- a trend that's unlikely to slow or ever reverse.\nAll the key metrics investors would look for in a usage-based company are pointing in the right direction. The company's dollar-based net expansion rate has tallied 147% (Q3 2020), 143% (Q4 2020), and 139% (Q1 2021) in each of the past three quarters. In simple terms, this means existing clients spent 47%, 43%, and 39% more than they did in each respective year-ago quarter. We've also seen total customer count, enterprise customer count, and average enterprise customer spend, climb on a quarterly basis.\nWhat's perhaps most impressive about Fastly has been the company's ability to overcome ByteDance (the parent of TikTok) pulling traffic from its network in Q3 2020 due to a stateside spat with the Trump administration. ByteDance was Fastly's biggest customer by sales in the first-half of 2020. Despite this loss, Fastly still produced sales growth of better than 40% in the third quarter. Fastly is quickly becoming a popular content delivery solution, and the company's rapid sales growth proves it.\nImage source: Getty Images.\nSalesforce\nA final game-changing stock that has the ability to make its shareholder a whole lot richer over the next decade is cloud-based customer relationship management (CRM) software provider Salesforce.com (NYSE:CRM).\nPut simply, CRM software is what customer-facing businesses use to log and access client information in real-time, handle service and product issues, manage online marketing campaigns, and run predictive analysis with regard to which clients might purchase a new product or service. That's just a small snippet of what CRM can help with. It's a relatively common solution employed by retail and service-oriented companies, but it is gaining traction in nontraditional industries and sectors.\nSalesforce chimes in as the single most-dominant player in the global CRM space. According to IDC, Salesforce controlled just shy of 20% of all global CRM spending in the first-half of 2020.  That was more than the next four competitors, combined. Between internal innovation and CEO Marc Benioff's willingness to lean on acquisitions as a means to cross-sell and broaden its service portfolio and client base, Salesforce's market share lead appears virtually insurmountable in CRM software.\nBenioff anticipates Salesforce surpassing $50 billion in full-year sales by fiscal 2026 after delivering $21.3 billion in annual sales in fiscal 2021. If this projection proves accurate, Salesforce's 20%-plus sustained growth rate should help motor its stock a lot higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144111798,"gmtCreate":1626271411114,"gmtModify":1703756811846,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144111798","repostId":"1158673076","repostType":4,"repost":{"id":"1158673076","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626269478,"share":"https://ttm.financial/m/news/1158673076?lang=&edition=fundamental","pubTime":"2021-07-14 21:31","market":"us","language":"en","title":"Stocks open higher as Powell says the Fed will not yet alter easy policy","url":"https://stock-news.laohu8.com/highlight/detail?id=1158673076","media":"Tiger Newspress","summary":"U.S. stock indexes rose Wednesday after Federal Reserve Chairman Jerome Powell said in prepared rema","content":"<p>U.S. stock indexes rose Wednesday after Federal Reserve Chairman Jerome Powell&nbsp;said in prepared remarksthat the central bank will not yet alter its easy policies.</p>\n<p>Investors also assessed a rush of second-quarter earnings results from big banks and other major companies.</p>\n<p>The Dow Jones Industrial Average added around 175 points, or 0.5%.The S&amp;P 500 traded 0.5% higher, near its record. The Nasdaq Composite added 0.65%, boosted by gains in technology shares.</p>\n<p>\"The markets have gotten very accustomed to 'low rates for longer' and Powell's comments today don't necessarily change that,\" Diane Swonk, chief economist at Grant Thorton, said. \"The reality is the Fed has to deal with whatever comes in.\"</p>\n<p>Powell will say in his required semiannual testimony before Congress on Wednesday that the central bank can wait before it starts to ease its bond purchases despite surging inflation readings, according to remarks released before his testimony. In his prepared statement, Powell said he still expects inflation to moderate.</p>\n<p>\"At our June meeting, the Committee discussed the economy's progress toward our goals since we adopted our asset purchase guidance last December. While reaching the standard of 'substantial further progress' is still a ways off, participants expect that progress will continue,\" Powell said in the prepared remarks.</p>\n<p>The central bank chief is set to speak before the House Committee on Financial Services at noon ET. He is scheduled to testify before the Senate on Thursday.</p>\n<p>The yield on the10-year Treasury fell after Powell's remarks, continuing its decline in recent months. Yields fell even as a reading on producer prices from June showed higher than expected inflation. This follows the biggest jump in the consumer price index since 2008,released on Tuesday.</p>\n<p>Second-quarter earnings reporting season continued Wednesday with several companies posting earnings before the bell.</p>\n<p>Bank of America shares fell about 2% in premarket trading afterit reportedsecond-quarter revenue of $21.6 billion, just under the $21.8 billion estimate from Refinitiv. Low interest rates knocked net interest income by 6%, the bank said.</p>\n<p>Blackrock, the largest asset manager in the world,reportedearnings and revenue that topped expectations on Wednesday morning. Shares were down more than 2% in early morning trading.</p>\n<p>Shares of Citigroup and Wells Fargo each ticked higher after both companies posted better-than-expected second-quarter earnings results.</p>\n<p>Delta Air Lines shares gained in the premarket afterreporting its first quarterly profit of $652 million since 2019, boosted by federal aid. The airline also said domestic leisure demand has fully recovered and corporate travel increased in the quarter.</p>\n<p>In total, 23 S&amp;P 500 companies will post quarterly results this week and second-quarter results are supposed to show a sizable comeback from the depths of the pandemic. Profit growth is expected to total 64% year-over-year for the quarter, according to analyst estimates collected by FactSet.</p>\n<p>The S&amp;P 500 is up more than 16% this year and more than 36% in the past 12 months</p>\n<p>American Airlines shares gained roughly 3% in the premarket after thecarrier forecast better revenueand a narrower loss than its previous estimate for the second quarter. The company is set to report quarterly fiscal results on July 22.</p>\n<p>UBS raised its December 2021S&amp;P 500 target to 4,500on Tuesday, up from a prior forecast of 4,400. The call hinges on strong numbers from second-quarter earnings.</p>\n<p>\"We believe the equity bull market remains on solid footing driven by huge consumer cash balances, surging business investment, and a still-accommodative Fed,\" the firm said in a note to clients.</p>\n<p>Meanwhile, Apple shares gained in the premarket.Bloomberg reported&nbsp;Wednesday night that Apple is looking to increase new iPhone production for 2021 by 20%.&nbsp;JPMorgan also added the tech giant to its focus list. The firm raised its price target for Apple and believes the stock can gain 20% in the next 12 months.</p>\n<p>The Dow on Tuesday fell 107 points, or 0.3%, retreating from a record close near 35,000 Monday. The S&amp;P and Nasdaq Composite hit all-time intraday highs on Tuesday before giving back those gains and ultimately closing lower. The S&amp;P 500 dipped 0.35%, while the Nasdaq Composite shed 0.38%, each posting their first negative session in three.</p>\n<p>The decline came after the Labor Department said&nbsp;inflation last month advanced&nbsp;at its fastest pace in nearly 13 years. The consumer price index jumped 5.4% from a year earlier, which was above expectations of a 5% increase, according to economists surveyed by Dow Jones. However, since a significant portion of the overall increase came from a jump in used car prices, some were quick to say the inflation will likely be transitory.</p>\n<p>Amid a down day on Wall Street, the S&amp;P 500 tech sector bucked the negative trend and closed at a fresh all-time high. The 10 other S&amp;P sectors dipped, with real estate leading the losses.</p>\n<p>The hot inflation report overshadowed strong second-quarter earnings reports.JPMorganandGoldman Sachskicked off earnings season on Tuesday, with both banks beating top and bottom line estimates. PepsiCo also topped estimates.</p>\n<p>The major averages are still hovering around their all-time highs, and Wall Street strategists are optimistic about what the second half of 2021 holds as the economy continues to recover from Covid-19.</p>\n<p>\"After a 2020 we will never forget, we look ahead to the second half of 2021, and even into 2022, with optimism for the future,\" said Burt White, LPL managing director and chief investment officer. \"We believe we are early in the economic cycle and the next recession is potentially years away.\"</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>Stocks open higher as Powell says the Fed will not yet alter easy policy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks open higher as Powell says the Fed will not yet alter easy policy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-14 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock indexes rose Wednesday after Federal Reserve Chairman Jerome Powell&nbsp;said in prepared remarksthat the central bank will not yet alter its easy policies.</p>\n<p>Investors also assessed a rush of second-quarter earnings results from big banks and other major companies.</p>\n<p>The Dow Jones Industrial Average added around 175 points, or 0.5%.The S&amp;P 500 traded 0.5% higher, near its record. The Nasdaq Composite added 0.65%, boosted by gains in technology shares.</p>\n<p>\"The markets have gotten very accustomed to 'low rates for longer' and Powell's comments today don't necessarily change that,\" Diane Swonk, chief economist at Grant Thorton, said. \"The reality is the Fed has to deal with whatever comes in.\"</p>\n<p>Powell will say in his required semiannual testimony before Congress on Wednesday that the central bank can wait before it starts to ease its bond purchases despite surging inflation readings, according to remarks released before his testimony. In his prepared statement, Powell said he still expects inflation to moderate.</p>\n<p>\"At our June meeting, the Committee discussed the economy's progress toward our goals since we adopted our asset purchase guidance last December. While reaching the standard of 'substantial further progress' is still a ways off, participants expect that progress will continue,\" Powell said in the prepared remarks.</p>\n<p>The central bank chief is set to speak before the House Committee on Financial Services at noon ET. He is scheduled to testify before the Senate on Thursday.</p>\n<p>The yield on the10-year Treasury fell after Powell's remarks, continuing its decline in recent months. Yields fell even as a reading on producer prices from June showed higher than expected inflation. This follows the biggest jump in the consumer price index since 2008,released on Tuesday.</p>\n<p>Second-quarter earnings reporting season continued Wednesday with several companies posting earnings before the bell.</p>\n<p>Bank of America shares fell about 2% in premarket trading afterit reportedsecond-quarter revenue of $21.6 billion, just under the $21.8 billion estimate from Refinitiv. Low interest rates knocked net interest income by 6%, the bank said.</p>\n<p>Blackrock, the largest asset manager in the world,reportedearnings and revenue that topped expectations on Wednesday morning. Shares were down more than 2% in early morning trading.</p>\n<p>Shares of Citigroup and Wells Fargo each ticked higher after both companies posted better-than-expected second-quarter earnings results.</p>\n<p>Delta Air Lines shares gained in the premarket afterreporting its first quarterly profit of $652 million since 2019, boosted by federal aid. The airline also said domestic leisure demand has fully recovered and corporate travel increased in the quarter.</p>\n<p>In total, 23 S&amp;P 500 companies will post quarterly results this week and second-quarter results are supposed to show a sizable comeback from the depths of the pandemic. Profit growth is expected to total 64% year-over-year for the quarter, according to analyst estimates collected by FactSet.</p>\n<p>The S&amp;P 500 is up more than 16% this year and more than 36% in the past 12 months</p>\n<p>American Airlines shares gained roughly 3% in the premarket after thecarrier forecast better revenueand a narrower loss than its previous estimate for the second quarter. The company is set to report quarterly fiscal results on July 22.</p>\n<p>UBS raised its December 2021S&amp;P 500 target to 4,500on Tuesday, up from a prior forecast of 4,400. The call hinges on strong numbers from second-quarter earnings.</p>\n<p>\"We believe the equity bull market remains on solid footing driven by huge consumer cash balances, surging business investment, and a still-accommodative Fed,\" the firm said in a note to clients.</p>\n<p>Meanwhile, Apple shares gained in the premarket.Bloomberg reported&nbsp;Wednesday night that Apple is looking to increase new iPhone production for 2021 by 20%.&nbsp;JPMorgan also added the tech giant to its focus list. The firm raised its price target for Apple and believes the stock can gain 20% in the next 12 months.</p>\n<p>The Dow on Tuesday fell 107 points, or 0.3%, retreating from a record close near 35,000 Monday. The S&amp;P and Nasdaq Composite hit all-time intraday highs on Tuesday before giving back those gains and ultimately closing lower. The S&amp;P 500 dipped 0.35%, while the Nasdaq Composite shed 0.38%, each posting their first negative session in three.</p>\n<p>The decline came after the Labor Department said&nbsp;inflation last month advanced&nbsp;at its fastest pace in nearly 13 years. The consumer price index jumped 5.4% from a year earlier, which was above expectations of a 5% increase, according to economists surveyed by Dow Jones. However, since a significant portion of the overall increase came from a jump in used car prices, some were quick to say the inflation will likely be transitory.</p>\n<p>Amid a down day on Wall Street, the S&amp;P 500 tech sector bucked the negative trend and closed at a fresh all-time high. The 10 other S&amp;P sectors dipped, with real estate leading the losses.</p>\n<p>The hot inflation report overshadowed strong second-quarter earnings reports.JPMorganandGoldman Sachskicked off earnings season on Tuesday, with both banks beating top and bottom line estimates. PepsiCo also topped estimates.</p>\n<p>The major averages are still hovering around their all-time highs, and Wall Street strategists are optimistic about what the second half of 2021 holds as the economy continues to recover from Covid-19.</p>\n<p>\"After a 2020 we will never forget, we look ahead to the second half of 2021, and even into 2022, with optimism for the future,\" said Burt White, LPL managing director and chief investment officer. \"We believe we are early in the economic cycle and the next recession is potentially years away.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158673076","content_text":"U.S. stock indexes rose Wednesday after Federal Reserve Chairman Jerome Powell said in prepared remarksthat the central bank will not yet alter its easy policies.\nInvestors also assessed a rush of second-quarter earnings results from big banks and other major companies.\nThe Dow Jones Industrial Average added around 175 points, or 0.5%.The S&P 500 traded 0.5% higher, near its record. The Nasdaq Composite added 0.65%, boosted by gains in technology shares.\n\"The markets have gotten very accustomed to 'low rates for longer' and Powell's comments today don't necessarily change that,\" Diane Swonk, chief economist at Grant Thorton, said. \"The reality is the Fed has to deal with whatever comes in.\"\nPowell will say in his required semiannual testimony before Congress on Wednesday that the central bank can wait before it starts to ease its bond purchases despite surging inflation readings, according to remarks released before his testimony. In his prepared statement, Powell said he still expects inflation to moderate.\n\"At our June meeting, the Committee discussed the economy's progress toward our goals since we adopted our asset purchase guidance last December. While reaching the standard of 'substantial further progress' is still a ways off, participants expect that progress will continue,\" Powell said in the prepared remarks.\nThe central bank chief is set to speak before the House Committee on Financial Services at noon ET. He is scheduled to testify before the Senate on Thursday.\nThe yield on the10-year Treasury fell after Powell's remarks, continuing its decline in recent months. Yields fell even as a reading on producer prices from June showed higher than expected inflation. This follows the biggest jump in the consumer price index since 2008,released on Tuesday.\nSecond-quarter earnings reporting season continued Wednesday with several companies posting earnings before the bell.\nBank of America shares fell about 2% in premarket trading afterit reportedsecond-quarter revenue of $21.6 billion, just under the $21.8 billion estimate from Refinitiv. Low interest rates knocked net interest income by 6%, the bank said.\nBlackrock, the largest asset manager in the world,reportedearnings and revenue that topped expectations on Wednesday morning. Shares were down more than 2% in early morning trading.\nShares of Citigroup and Wells Fargo each ticked higher after both companies posted better-than-expected second-quarter earnings results.\nDelta Air Lines shares gained in the premarket afterreporting its first quarterly profit of $652 million since 2019, boosted by federal aid. The airline also said domestic leisure demand has fully recovered and corporate travel increased in the quarter.\nIn total, 23 S&P 500 companies will post quarterly results this week and second-quarter results are supposed to show a sizable comeback from the depths of the pandemic. Profit growth is expected to total 64% year-over-year for the quarter, according to analyst estimates collected by FactSet.\nThe S&P 500 is up more than 16% this year and more than 36% in the past 12 months\nAmerican Airlines shares gained roughly 3% in the premarket after thecarrier forecast better revenueand a narrower loss than its previous estimate for the second quarter. The company is set to report quarterly fiscal results on July 22.\nUBS raised its December 2021S&P 500 target to 4,500on Tuesday, up from a prior forecast of 4,400. The call hinges on strong numbers from second-quarter earnings.\n\"We believe the equity bull market remains on solid footing driven by huge consumer cash balances, surging business investment, and a still-accommodative Fed,\" the firm said in a note to clients.\nMeanwhile, Apple shares gained in the premarket.Bloomberg reported Wednesday night that Apple is looking to increase new iPhone production for 2021 by 20%. JPMorgan also added the tech giant to its focus list. The firm raised its price target for Apple and believes the stock can gain 20% in the next 12 months.\nThe Dow on Tuesday fell 107 points, or 0.3%, retreating from a record close near 35,000 Monday. The S&P and Nasdaq Composite hit all-time intraday highs on Tuesday before giving back those gains and ultimately closing lower. The S&P 500 dipped 0.35%, while the Nasdaq Composite shed 0.38%, each posting their first negative session in three.\nThe decline came after the Labor Department said inflation last month advanced at its fastest pace in nearly 13 years. The consumer price index jumped 5.4% from a year earlier, which was above expectations of a 5% increase, according to economists surveyed by Dow Jones. However, since a significant portion of the overall increase came from a jump in used car prices, some were quick to say the inflation will likely be transitory.\nAmid a down day on Wall Street, the S&P 500 tech sector bucked the negative trend and closed at a fresh all-time high. The 10 other S&P sectors dipped, with real estate leading the losses.\nThe hot inflation report overshadowed strong second-quarter earnings reports.JPMorganandGoldman Sachskicked off earnings season on Tuesday, with both banks beating top and bottom line estimates. PepsiCo also topped estimates.\nThe major averages are still hovering around their all-time highs, and Wall Street strategists are optimistic about what the second half of 2021 holds as the economy continues to recover from Covid-19.\n\"After a 2020 we will never forget, we look ahead to the second half of 2021, and even into 2022, with optimism for the future,\" said Burt White, LPL managing director and chief investment officer. \"We believe we are early in the economic cycle and the next recession is potentially years away.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205020468293656,"gmtCreate":1691063341326,"gmtModify":1691063346030,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205020468293656","repostId":"2356135937","repostType":2,"repost":{"id":"2356135937","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1691062600,"share":"https://ttm.financial/m/news/2356135937?lang=&edition=fundamental","pubTime":"2023-08-03 19:36","market":"us","language":"en","title":"AMD's AI Future Is in Sight, but Are Expectations Too High?","url":"https://stock-news.laohu8.com/highlight/detail?id=2356135937","media":"Dow Jones","summary":"Some analysts were relieved by AMD's latest artificial-intelligence disclosures, but one warned of a lack of 'specs or anything that might help to gauge uptake'. Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD's  future opportunities around AI, especially as rival Nvidia Corp.  is increasingly synonymous with the hot market for AI accelerators.\"We had thought AMD's AI products  would be margin dilutive, but the company stated it should be margin accretive,\" he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. \"We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.\". AMD executives \"themselves suggested a","content":"<html><head></head><body><p>Some analysts were relieved by AMD&#39;s latest artificial-intelligence disclosures, but one warned of a lack of &#39;specs or anything that might help to gauge uptake&#39;</p><p>Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.</p><p>While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD&#39;s <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> future opportunities around AI, especially as rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is increasingly synonymous with the hot market for AI accelerators.</p><p>&#34;In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],&#34; Cowen &amp; Co. analyst Matthew Ramsay wrote after the report, referring to the company&#39;s new AI chip. &#34;In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.&#34;</p><p>He rates the stock outperform with a $135 target price.</p><p>The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.</p><p>&#34;We had thought AMD&#39;s AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,&#34; he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. &#34;We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.&#34;</p><p>Srini Pajjuri of Raymond James left the call with the impression that AMD&#39;s AI engagements were &#34;tracking well,&#34; though it could take time for AMD to realize its financial opportunities fully.</p><p>&#34;We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,&#34; he wrote. &#34;While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.&#34;</p><p>Pajjuri has a strong buy rating and $145 target price on AMD&#39;s stock.</p><p>Stacy Rasgon of Bernstein, meanwhile, was more cautious.</p><p>AMD executives &#34;themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,&#34; he wrote.</p><p>&#34;We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),&#34; Rasgon continued. &#34;But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.&#34;</p><p>He has a market-perform rating on the stock and a $95 target price.</p><p>Oppenheimer&#39;s Rick Schafer added that it was &#34;difficult to confidently model given lack of design-wins and/or timeline,&#34; so he&#39;ll &#34;remain sidelined as AMD&#39;s AI strategy proves out.&#34;</p><p>He has a perform rating on the stock.</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>AMD's AI Future Is in Sight, but Are Expectations Too High?</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\">\nAMD's AI Future Is in Sight, but Are Expectations Too High?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-03 19:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some analysts were relieved by AMD&#39;s latest artificial-intelligence disclosures, but one warned of a lack of &#39;specs or anything that might help to gauge uptake&#39;</p><p>Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.</p><p>While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD&#39;s <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> future opportunities around AI, especially as rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is increasingly synonymous with the hot market for AI accelerators.</p><p>&#34;In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],&#34; Cowen &amp; Co. analyst Matthew Ramsay wrote after the report, referring to the company&#39;s new AI chip. &#34;In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.&#34;</p><p>He rates the stock outperform with a $135 target price.</p><p>The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.</p><p>&#34;We had thought AMD&#39;s AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,&#34; he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. &#34;We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.&#34;</p><p>Srini Pajjuri of Raymond James left the call with the impression that AMD&#39;s AI engagements were &#34;tracking well,&#34; though it could take time for AMD to realize its financial opportunities fully.</p><p>&#34;We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,&#34; he wrote. &#34;While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.&#34;</p><p>Pajjuri has a strong buy rating and $145 target price on AMD&#39;s stock.</p><p>Stacy Rasgon of Bernstein, meanwhile, was more cautious.</p><p>AMD executives &#34;themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,&#34; he wrote.</p><p>&#34;We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),&#34; Rasgon continued. &#34;But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.&#34;</p><p>He has a market-perform rating on the stock and a $95 target price.</p><p>Oppenheimer&#39;s Rick Schafer added that it was &#34;difficult to confidently model given lack of design-wins and/or timeline,&#34; so he&#39;ll &#34;remain sidelined as AMD&#39;s AI strategy proves out.&#34;</p><p>He has a perform rating on the stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356135937","content_text":"Some analysts were relieved by AMD's latest artificial-intelligence disclosures, but one warned of a lack of 'specs or anything that might help to gauge uptake'Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD's $(AMD)$ future opportunities around AI, especially as rival Nvidia Corp. $(NVDA)$ is increasingly synonymous with the hot market for AI accelerators.\"In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],\" Cowen & Co. analyst Matthew Ramsay wrote after the report, referring to the company's new AI chip. \"In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.\"He rates the stock outperform with a $135 target price.The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.\"We had thought AMD's AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,\" he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. \"We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.\"Srini Pajjuri of Raymond James left the call with the impression that AMD's AI engagements were \"tracking well,\" though it could take time for AMD to realize its financial opportunities fully.\"We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,\" he wrote. \"While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.\"Pajjuri has a strong buy rating and $145 target price on AMD's stock.Stacy Rasgon of Bernstein, meanwhile, was more cautious.AMD executives \"themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,\" he wrote.\"We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),\" Rasgon continued. \"But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.\"He has a market-perform rating on the stock and a $95 target price.Oppenheimer's Rick Schafer added that it was \"difficult to confidently model given lack of design-wins and/or timeline,\" so he'll \"remain sidelined as AMD's AI strategy proves out.\"He has a perform rating on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090031215,"gmtCreate":1643032854641,"gmtModify":1676533766621,"author":{"id":"3583727724427055","authorId":"3583727724427055","name":"Aaronnz","avatar":"https://static.tigerbbs.com/081382b8819d97b743c11f71bcb95f0b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583727724427055","authorIdStr":"3583727724427055"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090031215","repostId":"2205005817","repostType":2,"repost":{"id":"2205005817","kind":"highlight","pubTimestamp":1643028285,"share":"https://ttm.financial/m/news/2205005817?lang=&edition=fundamental","pubTime":"2022-01-24 20:44","market":"us","language":"en","title":"Down 38% to 51%: 3 Top Metaverse Stocks to Buy for 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2205005817","media":"Motley Fool","summary":"Want to see real profits from the rise of virtual worlds? These companies can help.","content":"<html><head></head><body><p>The metaverse is one of the most exciting technology trends on the horizon, and it represents a massive opportunity for investors. Some industry insiders and analysts even think it could grow to be a multitrillion-dollar annual market.</p><p>If the emerging product and services category even comes close to that level, it&#39;s virtually certain to create some big winners on the stock market. With that in mind, read on to see why a panel of Motley Fool contributors identified <b>Himax Technologies</b> (NASDAQ:HIMX), <b>Unity Software</b> (NYSE:U), and <b>Roblox</b> (NYSE:RBLX) as top metaverse stocks trading at big discounts from recent highs.</p><h2><b>This semiconductor stock is ready for the next level</b></h2><p><b>Keith Noonan (Himax Technologies): </b>Most of the metaverse&#39;s profit potential lies in software and services, but there will also be some hardware components suppliers that score big wins with the trend. You can count Himax Technologies among those that look positioned to thrive. The company is a leading designer of display-driver chips for regulating pixel colors on displays, and its products could play a key role in turning metaverse visions into reality.</p><p>Himax stock surged last year thanks to stellar revenue and earnings growth, but its share price has slipped amid headwinds related to chip manufacturing limitations and the market&#39;s mounting aversion to tech stocks. After recent turbulence, the stock trades down roughly 38% from its 52-week high. The big sell-off has pushed the company&#39;s forward price-to-earnings ratio down to just 4 and its forward-price-to-sales ratio to just 1.1, but it&#39;s important to note that this is a highly cyclical business.</p><p>With cyclical stocks, otherwise attractive price-to-earnings and price-to-sales multiples can actually be a warning sign because they can indicate that the business near the top of an upswing trend and that performance could slip in the near future. Thankfully for Himax investors, there are reasons to suspect that the stock still offers big upside.</p><p>Himax has been an early mover in developing chips for AR and VR, but it&#39;s still in the early stages of benefiting from metaverse-related hardware. The company&#39;s big sales and earnings growth last year largely came from automotive displays and mobile. While its business has historically been tied to cyclical trends, the automotive-display category is still a young market, and the mobile space still appears to be in the early stages of a major upgrade shift tied to 5G and augmented reality.</p><p>With demand in core product categories still looking strong and the metaverse just starting to take off, Himax appears to be entering into a new kind of business cycle.</p><h2>A picks-and-shovels play on meta-everything</h2><p><b>Jason Hall (Unity):</b> There&#39;s a ton of debate about the future of the metaverse. Is there a future where we wake up and put on a headset, living our lives in a virtual environment? I&#39;m not going to go down that path, but what I will say is that I think the practical applications of virtual reality -- that&#39;s what the metaverse really is -- will take decades to fully play out. In the interim, we could see a lot of companies focused on consumer VR deliver poor returns.</p><p>But looking more broadly at industrial applications (think product design, engineering, architecture) and entertainment content like effects and gaming, and I think Unity could be a huge winner. The company&#39;s software and its platform of services are already used to build many of the tools used in design, and many of the games we play and video entertainment we consume.</p><p>And creators are quickly adopting Unity&#39;s platform. Revenue was up 43% over the past year, and the number of users spending $100,000 or more per year increased 32%. Dollar-based net expansion rate was 142%, meaning customers are spending increasingly more money over time. And that&#39;s before its recent Weta Digital acquisition, which will move it even deeper into high-end entertainment content.</p><p>I&#39;m not making the case that Unity stock is cheap; shares still trade for 30 times sales after the sell-off. But I love the business and its prospects to continue growing at a very high rate, and with increasingly high margins, as the metaverse concept evolves and expands. Down 48% from the high, I think the chances of market-beating returns are a lot better now.</p><h2>A metaverse pioneer with nearly 50 million daily active users</h2><p><b>Parkev Tatevosian (Roblox):</b> Metaverse pioneer Roblox is experiencing a rough start to 2022. The stock is down 27% year to date and 51% from its high. The company was a prime beneficiary of the coronavirus pandemic. Millions of kids were sent home for remote learning, extracurricular activities were canceled, and there were limited options for entertainment outside the home.</p><p>From its first quarter of 2020 to the first quarter of 2021, Roblox gained 18.5 million daily active users to reach a total of 42.1 million. Growth has slowed ever since then. Still, Roblox impressively retained users gained during the more acute phases of the pandemic and added another 5.2 million by the end of Q3 2021.</p><p>Note Roblox is free to join, and most activities on the platform are free. Roblox makes money by selling an in-game currency called Robux, which can be used for exclusive items and premium experiences. And like customer growth, revenue exploded since the pandemic onset. Roblox&#39;s Q3 revenue of $509 million was more than all the revenue it earned in the fiscal year 2019.</p><p>While Roblox is not profitable on the bottom line just yet, it is generating robust free cash flow. Roblox has reported a free cash flow of over $100 million for five consecutive quarters. To put that into context, Roblox reported less than $15 million in free cash flow for all of 2019.</p><p>This metaverse pioneer was growing customers, revenue, and cash flows even before the outbreak, but the lockdowns put fuel on the fire, and it is sustaining the momentum. Fortunately for investors, the broad growth stock sell-off allows you to buy Roblox stock at a price-to-free cash flow ratio of 62, near the lowest it has sold for according to this metric.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 38% to 51%: 3 Top Metaverse Stocks to Buy for 2022 and Beyond</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\">\nDown 38% to 51%: 3 Top Metaverse Stocks to Buy for 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 20:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/24/down-38-to-51-3-top-metaverse-stocks-to-buy-for-20/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The metaverse is one of the most exciting technology trends on the horizon, and it represents a massive opportunity for investors. Some industry insiders and analysts even think it could grow to be a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/down-38-to-51-3-top-metaverse-stocks-to-buy-for-20/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4085":"互动家庭娱乐","BK4141":"半导体产品","BK4526":"热门中概股","HIMX":"奇景光电","BK4023":"应用软件","BK4554":"元宇宙及AR概念","RBLX":"Roblox Corporation","BK4551":"寇图资本持仓","U":"Unity Software Inc.","BK4565":"NFT概念","BK4535":"淡马锡持仓","BK4547":"WSB热门概念"},"source_url":"https://www.fool.com/investing/2022/01/24/down-38-to-51-3-top-metaverse-stocks-to-buy-for-20/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205005817","content_text":"The metaverse is one of the most exciting technology trends on the horizon, and it represents a massive opportunity for investors. Some industry insiders and analysts even think it could grow to be a multitrillion-dollar annual market.If the emerging product and services category even comes close to that level, it's virtually certain to create some big winners on the stock market. With that in mind, read on to see why a panel of Motley Fool contributors identified Himax Technologies (NASDAQ:HIMX), Unity Software (NYSE:U), and Roblox (NYSE:RBLX) as top metaverse stocks trading at big discounts from recent highs.This semiconductor stock is ready for the next levelKeith Noonan (Himax Technologies): Most of the metaverse's profit potential lies in software and services, but there will also be some hardware components suppliers that score big wins with the trend. You can count Himax Technologies among those that look positioned to thrive. The company is a leading designer of display-driver chips for regulating pixel colors on displays, and its products could play a key role in turning metaverse visions into reality.Himax stock surged last year thanks to stellar revenue and earnings growth, but its share price has slipped amid headwinds related to chip manufacturing limitations and the market's mounting aversion to tech stocks. After recent turbulence, the stock trades down roughly 38% from its 52-week high. The big sell-off has pushed the company's forward price-to-earnings ratio down to just 4 and its forward-price-to-sales ratio to just 1.1, but it's important to note that this is a highly cyclical business.With cyclical stocks, otherwise attractive price-to-earnings and price-to-sales multiples can actually be a warning sign because they can indicate that the business near the top of an upswing trend and that performance could slip in the near future. Thankfully for Himax investors, there are reasons to suspect that the stock still offers big upside.Himax has been an early mover in developing chips for AR and VR, but it's still in the early stages of benefiting from metaverse-related hardware. The company's big sales and earnings growth last year largely came from automotive displays and mobile. While its business has historically been tied to cyclical trends, the automotive-display category is still a young market, and the mobile space still appears to be in the early stages of a major upgrade shift tied to 5G and augmented reality.With demand in core product categories still looking strong and the metaverse just starting to take off, Himax appears to be entering into a new kind of business cycle.A picks-and-shovels play on meta-everythingJason Hall (Unity): There's a ton of debate about the future of the metaverse. Is there a future where we wake up and put on a headset, living our lives in a virtual environment? I'm not going to go down that path, but what I will say is that I think the practical applications of virtual reality -- that's what the metaverse really is -- will take decades to fully play out. In the interim, we could see a lot of companies focused on consumer VR deliver poor returns.But looking more broadly at industrial applications (think product design, engineering, architecture) and entertainment content like effects and gaming, and I think Unity could be a huge winner. The company's software and its platform of services are already used to build many of the tools used in design, and many of the games we play and video entertainment we consume.And creators are quickly adopting Unity's platform. Revenue was up 43% over the past year, and the number of users spending $100,000 or more per year increased 32%. Dollar-based net expansion rate was 142%, meaning customers are spending increasingly more money over time. And that's before its recent Weta Digital acquisition, which will move it even deeper into high-end entertainment content.I'm not making the case that Unity stock is cheap; shares still trade for 30 times sales after the sell-off. But I love the business and its prospects to continue growing at a very high rate, and with increasingly high margins, as the metaverse concept evolves and expands. Down 48% from the high, I think the chances of market-beating returns are a lot better now.A metaverse pioneer with nearly 50 million daily active usersParkev Tatevosian (Roblox): Metaverse pioneer Roblox is experiencing a rough start to 2022. The stock is down 27% year to date and 51% from its high. The company was a prime beneficiary of the coronavirus pandemic. Millions of kids were sent home for remote learning, extracurricular activities were canceled, and there were limited options for entertainment outside the home.From its first quarter of 2020 to the first quarter of 2021, Roblox gained 18.5 million daily active users to reach a total of 42.1 million. Growth has slowed ever since then. Still, Roblox impressively retained users gained during the more acute phases of the pandemic and added another 5.2 million by the end of Q3 2021.Note Roblox is free to join, and most activities on the platform are free. Roblox makes money by selling an in-game currency called Robux, which can be used for exclusive items and premium experiences. And like customer growth, revenue exploded since the pandemic onset. Roblox's Q3 revenue of $509 million was more than all the revenue it earned in the fiscal year 2019.While Roblox is not profitable on the bottom line just yet, it is generating robust free cash flow. Roblox has reported a free cash flow of over $100 million for five consecutive quarters. To put that into context, Roblox reported less than $15 million in free cash flow for all of 2019.This metaverse pioneer was growing customers, revenue, and cash flows even before the outbreak, but the lockdowns put fuel on the fire, and it is sustaining the momentum. Fortunately for investors, the broad growth stock sell-off allows you to buy Roblox stock at a price-to-free cash flow ratio of 62, near the lowest it has sold for according to this metric.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}