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Tiger_Sun

Tiger_Sun

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06-17

Heat ah..

06-17

Fuyoh...

04-03

Buy the pullback!!!!

Dow Drops More Than 300 Points as Tough Start to Quarter Continues, Rates Climb

02-08

Hahahahahaaaaaa

2023-12-28

Great ariticle, would you like to share it?

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

2023-07-14

Great ariticle, would you like to share it?

@Alvin Chow:Coinbase Jumped 24% After Landmark Ruling

2023-07-03

Great ariticle, would you like to share it?

The 1-Minute Market Report July 1, 2023

2023-07-03

Great ariticle, would you like to share it?

The 1-Minute Market Report July 1, 2023

2023-06-20

[Happy]

Microsoft: Why Azure Stands To Outperform Google Cloud And AWS

2023-06-20

[Miser]

@ETF Tracker:Top EV ETFs for Electrifying Gains as Charging Network Expands

2023-06-09

Great ariticle, would you like to share it?

Sea Limited: Attractive Entry Point With Margin Of Safety

2023-06-09

Huat ah..[Happy]

Singapore Shares up 0.01% As Asian Key Bourses Rally

2023-03-11

Great analysis.[Anger]

S&P 500 Struggles Amidst Jobs Data Review

2023-03-10

Ok

2023-03-10

Market starting to make sense now.

BofA Sees Stocks Stuck on Fed Until Recession Evident

2023-03-01

Will February's Losers be the Winners of 2023...[Surprised]

U.S. Stocks Recap in February: Who Are the Winners and Losers?

2023-02-03

Yes! The fed needs to crush this..

Payrolls Increased By 517,000 in January, Much Better Than 187,000 Expected

2022-11-02

Strong Job Report, tight labour market, one morereason to prolong rate hikes!

Strong ADP Jobs Report Weighs on S&P, Dow, Nasdaq Ahead of Fed Decision

2022-11-02

"Closest to saying buy" doesn't mean buy now! Things will be clear after FOMC press conference when Powell gets ask the tough questions!

BofA Indicator Is Closest to Saying "Buy" US Stocks Since 2017

2022-11-02

CPI above 8%, GDP up more than 2%, these data points doesn't suggest any slowing of interest rate hike yet!

Fed to Hike Big Again and Open Door to Downshift

Go to Tiger App to see more news

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the pullback!!!!","listText":"Buy the pullback!!!!","text":"Buy the pullback!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291144904372416","repostId":"1152234684","repostType":2,"repost":{"id":"1152234684","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":1712064618,"share":"https://ttm.financial/m/news/1152234684?lang=&edition=fundamental","pubTime":"2024-04-02 21:30","market":"us","language":"en","title":"Dow Drops More Than 300 Points as Tough Start to Quarter Continues, Rates Climb","url":"https://stock-news.laohu8.com/highlight/detail?id=1152234684","media":"Tiger Newspress","summary":"The Dow Jones Industrial Average fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve wou","content":"<html><head></head><body><p>The Dow Jones Industrial Average fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve would cut interest rates in June.</p><p>Verve Therapeutics Inc. shares (VERV) dropped 33% morning market on Tuesday after the company paused enrollment in a clinical trial of its gene-editing treatment for heart disease.</p><p style=\"text-align: start;\">The second quarter for stocks is off to a rough start as sticky inflation data to end last week and some strong economic data Monday sends yields higher and reduces odds the Fed will cut rates in June. Oil prices also hit a five-month high on Tuesday, adding to inflationary pressures.</p><p style=\"text-align: start;\">February’s core personal consumption expenditures price index released Friday showed a 2.8% annual increase, about even with December and January’s 2.9% rate and still a ways to go from the Fed’s 2% inflation target.</p><p style=\"text-align: start;\">On Monday, the Institute for Supply Management’s manufacturing gauge showed expansion after contracting for 16 straight months. The 10-year Treasury yield was last at 4.38%, the highest in two weeks and almost the highest levels of the year. Odds for a June rate cut based on fed futures trading are now down to about 58.8%, off from about 70% a week ago. The question now is if the momentum to start 2024 can continue if the Fed stands pat on rates.</p><p style=\"text-align: start;\">Health insurers slid in the premarket after the Centers for Medicare &amp; Medicaid Services finalized the 2025 rate announcement for Medicare Advantage and prescription drug coverage. In 2025, payments from the government toward these plans are expected to rise 3.7% year over year, unchanged from an earlier proposed rate. Humana lost 9%, while UnitedHealth dropped 4% and CVS Health tumbled 5.5%.</p><p style=\"text-align: start;\">Tesla shares plunged more than 7% after publishing disappointing first-quarter deliveries.</p><p style=\"text-align: start;\">The S&amp;P 500 is coming off a 10% gain for the first quarter, its best start to a year since 2019, as investors bet that inflation would come down enough for the Fed to start cutting rates, while the economy keeps growing. The Nasdaq gained 9% in the first quarter on the back of a run in artificial intelligence-related stocks like Nvidia.</p><p style=\"text-align: start;\">On the economic front, traders will be looking for the Job Openings and Labor Turnover Survey from February, out Tuesday at 10 a.m. ET. Durable orders for February are also on deck Tuesday morning. The main event this week will be March’s big payrolls report due Friday.</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>Dow Drops More Than 300 Points as Tough Start to Quarter Continues, Rates Climb</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\">\nDow Drops More Than 300 Points as Tough Start to Quarter Continues, Rates Climb\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\">2024-04-02 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow Jones Industrial Average fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve would cut interest rates in June.</p><p>Verve Therapeutics Inc. shares (VERV) dropped 33% morning market on Tuesday after the company paused enrollment in a clinical trial of its gene-editing treatment for heart disease.</p><p style=\"text-align: start;\">The second quarter for stocks is off to a rough start as sticky inflation data to end last week and some strong economic data Monday sends yields higher and reduces odds the Fed will cut rates in June. Oil prices also hit a five-month high on Tuesday, adding to inflationary pressures.</p><p style=\"text-align: start;\">February’s core personal consumption expenditures price index released Friday showed a 2.8% annual increase, about even with December and January’s 2.9% rate and still a ways to go from the Fed’s 2% inflation target.</p><p style=\"text-align: start;\">On Monday, the Institute for Supply Management’s manufacturing gauge showed expansion after contracting for 16 straight months. The 10-year Treasury yield was last at 4.38%, the highest in two weeks and almost the highest levels of the year. Odds for a June rate cut based on fed futures trading are now down to about 58.8%, off from about 70% a week ago. The question now is if the momentum to start 2024 can continue if the Fed stands pat on rates.</p><p style=\"text-align: start;\">Health insurers slid in the premarket after the Centers for Medicare &amp; Medicaid Services finalized the 2025 rate announcement for Medicare Advantage and prescription drug coverage. In 2025, payments from the government toward these plans are expected to rise 3.7% year over year, unchanged from an earlier proposed rate. Humana lost 9%, while UnitedHealth dropped 4% and CVS Health tumbled 5.5%.</p><p style=\"text-align: start;\">Tesla shares plunged more than 7% after publishing disappointing first-quarter deliveries.</p><p style=\"text-align: start;\">The S&amp;P 500 is coming off a 10% gain for the first quarter, its best start to a year since 2019, as investors bet that inflation would come down enough for the Fed to start cutting rates, while the economy keeps growing. The Nasdaq gained 9% in the first quarter on the back of a run in artificial intelligence-related stocks like Nvidia.</p><p style=\"text-align: start;\">On the economic front, traders will be looking for the Job Openings and Labor Turnover Survey from February, out Tuesday at 10 a.m. ET. Durable orders for February are also on deck Tuesday morning. The main event this week will be March’s big payrolls report due Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152234684","content_text":"The Dow Jones Industrial Average fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve would cut interest rates in June.Verve Therapeutics Inc. shares (VERV) dropped 33% morning market on Tuesday after the company paused enrollment in a clinical trial of its gene-editing treatment for heart disease.The second quarter for stocks is off to a rough start as sticky inflation data to end last week and some strong economic data Monday sends yields higher and reduces odds the Fed will cut rates in June. Oil prices also hit a five-month high on Tuesday, adding to inflationary pressures.February’s core personal consumption expenditures price index released Friday showed a 2.8% annual increase, about even with December and January’s 2.9% rate and still a ways to go from the Fed’s 2% inflation target.On Monday, the Institute for Supply Management’s manufacturing gauge showed expansion after contracting for 16 straight months. The 10-year Treasury yield was last at 4.38%, the highest in two weeks and almost the highest levels of the year. Odds for a June rate cut based on fed futures trading are now down to about 58.8%, off from about 70% a week ago. The question now is if the momentum to start 2024 can continue if the Fed stands pat on rates.Health insurers slid in the premarket after the Centers for Medicare & Medicaid Services finalized the 2025 rate announcement for Medicare Advantage and prescription drug coverage. In 2025, payments from the government toward these plans are expected to rise 3.7% year over year, unchanged from an earlier proposed rate. Humana lost 9%, while UnitedHealth dropped 4% and CVS Health tumbled 5.5%.Tesla shares plunged more than 7% after publishing disappointing first-quarter deliveries.The S&P 500 is coming off a 10% gain for the first quarter, its best start to a year since 2019, as investors bet that inflation would come down enough for the Fed to start cutting rates, while the economy keeps growing. The Nasdaq gained 9% in the first quarter on the back of a run in artificial intelligence-related stocks like Nvidia.On the economic front, traders will be looking for the Job Openings and Labor Turnover Survey from February, out Tuesday at 10 a.m. ET. Durable orders for February are also on deck Tuesday morning. The main event this week will be March’s big payrolls report due Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271843237839088,"gmtCreate":1707405948917,"gmtModify":1707405953540,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Hahahahahaaaaaa","listText":"Hahahahahaaaaaa","text":"Hahahahahaaaaaa","images":[{"img":"https://community-static.tradeup.com/news/0b305354951fcad40334af11c1227065","width":"1080","height":"1450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271843237839088","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":256825134678280,"gmtCreate":1703735350198,"gmtModify":1703735353360,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256825134678280","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","authorIdStr":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859"},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197882733744208,"gmtCreate":1689345389573,"gmtModify":1689345392868,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197882733744208","repostId":"197656247345344","repostType":1,"repost":{"id":197656247345344,"gmtCreate":1689290099918,"gmtModify":1689299358368,"author":{"id":"3558908080415665","authorId":"3558908080415665","authorIdStr":"3558908080415665","name":"Alvin Chow","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558908080415665"},"themes":[],"title":"Coinbase Jumped 24% After Landmark Ruling","htmlText":"The US Government has experienced a challenging week, with significant developments in two cases. Firstly, the Federal Trade Commission (FTC) lost its legal battle against Microsoft regarding the latter's acquisition of Activision Blizzard. Secondly, the Securities and Exchange Commission (SEC) faced a setback in its case against Ripple (XRP), as the court ruled that the sale of XRP to retail investors should not be considered a security and thus does not come under the securities law. This ruling caused a surge in XRP's value, increasing by 72% in a single day. Displaying Coinbase Jumped 24% Af... Additionally, Coinbase, the prominent cryptocurrency exchange, saw a 24% increase, boosting its own prospects in an ongoing legal dispute with the SEC. Displaying Coinbase Jumped 24% Af... The i","listText":"The US Government has experienced a challenging week, with significant developments in two cases. Firstly, the Federal Trade Commission (FTC) lost its legal battle against Microsoft regarding the latter's acquisition of Activision Blizzard. Secondly, the Securities and Exchange Commission (SEC) faced a setback in its case against Ripple (XRP), as the court ruled that the sale of XRP to retail investors should not be considered a security and thus does not come under the securities law. This ruling caused a surge in XRP's value, increasing by 72% in a single day. Displaying Coinbase Jumped 24% Af... Additionally, Coinbase, the prominent cryptocurrency exchange, saw a 24% increase, boosting its own prospects in an ongoing legal dispute with the SEC. Displaying Coinbase Jumped 24% Af... The i","text":"The US Government has experienced a challenging week, with significant developments in two cases. Firstly, the Federal Trade Commission (FTC) lost its legal battle against Microsoft regarding the latter's acquisition of Activision Blizzard. Secondly, the Securities and Exchange Commission (SEC) faced a setback in its case against Ripple (XRP), as the court ruled that the sale of XRP to retail investors should not be considered a security and thus does not come under the securities law. This ruling caused a surge in XRP's value, increasing by 72% in a single day. Displaying Coinbase Jumped 24% Af... Additionally, Coinbase, the prominent cryptocurrency exchange, saw a 24% increase, boosting its own prospects in an ongoing legal dispute with the SEC. Displaying Coinbase Jumped 24% Af... The i","images":[{"img":"https://community-static.tradeup.com/news/da97625e7fafe057928504e0835dcf3a","width":"1344","height":"846"},{"img":"https://community-static.tradeup.com/news/2234c920e85cabf53791de304c1aa998","width":"1214","height":"1084"},{"img":"https://community-static.tradeup.com/news/97a079c8c9eb53ffcca560b9d8c98b39","width":"1374","height":"804"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197656247345344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193935303368936,"gmtCreate":1688375127711,"gmtModify":1688375131409,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193935303368936","repostId":"2348595698","repostType":2,"repost":{"id":"2348595698","pubTimestamp":1688372580,"share":"https://ttm.financial/m/news/2348595698?lang=&edition=fundamental","pubTime":"2023-07-03 16:23","market":"us","language":"en","title":"The 1-Minute Market Report July 1, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2348595698","media":"seekingalpha","summary":"cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By ke","content":"<html><body><p><figure><picture> <img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>cemagraphics</p></figcaption></figure></p> <p><em>Originally posted on July 1, 2023</em></p> <p>In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By keeping an eye on the leaders and laggards, we can get a<span> sense of where the big money is going, and where it's coming from. Of particular interest to me this week are the early signs that market participation is beginning to broaden out. If this trend continues, it will improve the durability of the rally. Details to follow.</span></p> <h2>The S&amp;P 500 rally is back on track.</h2> <p>After taking a well-deserved rest for a few days, the so-called AI Rally is back on track. This chart shows the daily closing prices for June. The pullback was brief and shallow, as the chart shows.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_June-daily-prices.png\"/> </picture><figcaption></figcaption></figure></p> <h2>June is still<span> going strong.</span> </h2> <p>After the minor pullback, June is up by 6.5%. This chart shows the monthly gains and losses for each of the last 12 months.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Monthly-returns.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The bull market is alive and well.</h2> <p>This chart highlights the 24.4% gain in the S&amp;P 500 from the October 2022 low through Friday's close. The S&amp;P 500 finished Friday, June 30 at its highest level in 15 months. The index is up 15.9% year to date and is 7.2% below its record-high close on January 3, 2022.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Bull-Run-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Major asset class performance.</h2> <p>Here is a look at the performance of the major asset classes, sorted by last week's returns. I also included the year-to-date returns as well as the returns since the October 12, 2022 low for additional context.</p> <p>The best performer last week was the EQM Blockchain Index, which is designed to measure the performance of global companies actively involved in the development and implementation of blockchain technologies. The index includes a diversified range of companies, including those engaged in blockchain applications, digital asset mining, cryptocurrency exchanges, blockchain-enabled financial services, and other related activities.</p> <p>The worst-performing asset class last week was volatility, as measured by the VIX index. VIX is a market index that measures the implied volatility of the S&amp;P 500 Index. In real-time, it represents the market's expectations for volatility over the coming 30 days. VIX closed at 13.59 on Friday, well below its long-term average of 18. A higher VIX means higher prices for options on the S&amp;P 500 index (i.e., more expensive option premiums) while a lower VIX means lower option prices or cheaper premiums. Today's low reading implies that options investors are optimistic about the near-term future.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Asset-classes-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Equity sector performance</h2> <p>For this report, I use the expanded sectors as published by Zacks. They use 16 sectors rather than the standard 11. This gives us added granularity as we survey the winners and losers.</p> <p>As an indication that the market is beginning to broaden out, 11 of the 16 sectors outperformed the S&amp;P 500 index. There was a clear rotation out of defensive sectors like Consumer Staples and Utilities and into more growth-oriented sectors like Transportation and Autos.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Sectors-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Equity group performance</h2> <p>For the groups, I separate the stocks in the S&amp;P 1500 Composite Index by shared characteristics like growth, value, size, cyclical, defensive, and domestic vs. foreign.</p> <p>As further evidence of the broadening out of the rally, Mid caps and Small caps outperformed Large caps. Growth stocks outperformed Defensive stocks. And the S&amp;P Top 7 mega-cap tech stocks took a breather.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Equity-groups-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The 10 best-performing ETFs from last week</h2> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Best-ETFs-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The 10 worst-performing ETFs from last week</h2> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Worst-ETFs-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Final thoughts</h2> <p>The market turned in a solid performance this week. Not only did the S&amp;P 500 gain 2.4%, it did so without much help from the mega-cap tech stocks. Only one of the S&amp;P 500 top 7 stocks - Apple (AAPL) - managed to outperform the index. (Apple gained 3.9% in the week.) The other 6 stocks underperformed. (Alphabet (GOOG, GOOGL) lost 2.2%.)</p> <p>The signs that more market segments are starting to participate in the rally are clear, at least for now. As the weeks and months go by, I expect to see more participation in this bull market.</p> <p><em>Are you looking for more high quality ideas? Consider joining The ZenInvestor Top 7, my Marketplace service. The Top 7 is a factor-based trading strategy. Its screening algorithm prioritizes reasonable price first, then the momentum, and finally projected earnings growth. The strategy produces 5-7 names, and rebalances every 4 weeks (13 times per year). The goal is to catch healthy companies that have gone through a rough period, and are now showing signs of making a strong comeback. Join now with a two-week free trial.</em></p> <p><em>Original Post</em></p> <div></div> <p><strong>Editor's Note:</strong> The summary bullets for this article were chosen by Seeking Alpha editors.</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>The 1-Minute Market Report July 1, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 1-Minute Market Report July 1, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By ...</p>\n\n<a href=\"https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","VIXY":"波动率短期期货指数ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","VXX":"短期VIX期货ETN","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4170":"电脑硬件、储存设备及电脑周边","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","UVXY":"1.5倍做多恐慌指数短期期货ETF","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SSO":"两倍做多标普500ETF","BK4575":"芯片概念","SDS":"两倍做空标普500ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SVXY":"0.5倍做空波动率指数短期期货ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4501":"段永平概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","UPRO":"三倍做多标普500ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SPXU":"三倍做空标普500ETF","BK4579":"人工智能",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TVIX":"二倍做多VIX波动率指数短期期权ETN","BK4573":"虚拟现实","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IVV":"标普500指数ETF","AAPL":"苹果","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2348595698","content_text":"cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By keeping an eye on the leaders and laggards, we can get a sense of where the big money is going, and where it's coming from. Of particular interest to me this week are the early signs that market participation is beginning to broaden out. If this trend continues, it will improve the durability of the rally. Details to follow. The S&P 500 rally is back on track. After taking a well-deserved rest for a few days, the so-called AI Rally is back on track. This chart shows the daily closing prices for June. The pullback was brief and shallow, as the chart shows.    June is still going strong.  After the minor pullback, June is up by 6.5%. This chart shows the monthly gains and losses for each of the last 12 months.    The bull market is alive and well. This chart highlights the 24.4% gain in the S&P 500 from the October 2022 low through Friday's close. The S&P 500 finished Friday, June 30 at its highest level in 15 months. The index is up 15.9% year to date and is 7.2% below its record-high close on January 3, 2022.    Major asset class performance. Here is a look at the performance of the major asset classes, sorted by last week's returns. I also included the year-to-date returns as well as the returns since the October 12, 2022 low for additional context. The best performer last week was the EQM Blockchain Index, which is designed to measure the performance of global companies actively involved in the development and implementation of blockchain technologies. The index includes a diversified range of companies, including those engaged in blockchain applications, digital asset mining, cryptocurrency exchanges, blockchain-enabled financial services, and other related activities. The worst-performing asset class last week was volatility, as measured by the VIX index. VIX is a market index that measures the implied volatility of the S&P 500 Index. In real-time, it represents the market's expectations for volatility over the coming 30 days. VIX closed at 13.59 on Friday, well below its long-term average of 18. A higher VIX means higher prices for options on the S&P 500 index (i.e., more expensive option premiums) while a lower VIX means lower option prices or cheaper premiums. Today's low reading implies that options investors are optimistic about the near-term future.    Equity sector performance For this report, I use the expanded sectors as published by Zacks. They use 16 sectors rather than the standard 11. This gives us added granularity as we survey the winners and losers. As an indication that the market is beginning to broaden out, 11 of the 16 sectors outperformed the S&P 500 index. There was a clear rotation out of defensive sectors like Consumer Staples and Utilities and into more growth-oriented sectors like Transportation and Autos.    Equity group performance For the groups, I separate the stocks in the S&P 1500 Composite Index by shared characteristics like growth, value, size, cyclical, defensive, and domestic vs. foreign. As further evidence of the broadening out of the rally, Mid caps and Small caps outperformed Large caps. Growth stocks outperformed Defensive stocks. And the S&P Top 7 mega-cap tech stocks took a breather.    The 10 best-performing ETFs from last week    The 10 worst-performing ETFs from last week    Final thoughts The market turned in a solid performance this week. Not only did the S&P 500 gain 2.4%, it did so without much help from the mega-cap tech stocks. Only one of the S&P 500 top 7 stocks - Apple (AAPL) - managed to outperform the index. (Apple gained 3.9% in the week.) The other 6 stocks underperformed. (Alphabet (GOOG, GOOGL) lost 2.2%.) The signs that more market segments are starting to participate in the rally are clear, at least for now. As the weeks and months go by, I expect to see more participation in this bull market. Are you looking for more high quality ideas? Consider joining The ZenInvestor Top 7, my Marketplace service. The Top 7 is a factor-based trading strategy. Its screening algorithm prioritizes reasonable price first, then the momentum, and finally projected earnings growth. The strategy produces 5-7 names, and rebalances every 4 weeks (13 times per year). The goal is to catch healthy companies that have gone through a rough period, and are now showing signs of making a strong comeback. Join now with a two-week free trial. Original Post  Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193935286329536,"gmtCreate":1688375108910,"gmtModify":1688375113156,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193935286329536","repostId":"2348595698","repostType":2,"repost":{"id":"2348595698","pubTimestamp":1688372580,"share":"https://ttm.financial/m/news/2348595698?lang=&edition=fundamental","pubTime":"2023-07-03 16:23","market":"us","language":"en","title":"The 1-Minute Market Report July 1, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2348595698","media":"seekingalpha","summary":"cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By ke","content":"<html><body><p><figure><picture> <img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>cemagraphics</p></figcaption></figure></p> <p><em>Originally posted on July 1, 2023</em></p> <p>In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By keeping an eye on the leaders and laggards, we can get a<span> sense of where the big money is going, and where it's coming from. Of particular interest to me this week are the early signs that market participation is beginning to broaden out. If this trend continues, it will improve the durability of the rally. Details to follow.</span></p> <h2>The S&amp;P 500 rally is back on track.</h2> <p>After taking a well-deserved rest for a few days, the so-called AI Rally is back on track. This chart shows the daily closing prices for June. The pullback was brief and shallow, as the chart shows.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_June-daily-prices.png\"/> </picture><figcaption></figcaption></figure></p> <h2>June is still<span> going strong.</span> </h2> <p>After the minor pullback, June is up by 6.5%. This chart shows the monthly gains and losses for each of the last 12 months.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Monthly-returns.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The bull market is alive and well.</h2> <p>This chart highlights the 24.4% gain in the S&amp;P 500 from the October 2022 low through Friday's close. The S&amp;P 500 finished Friday, June 30 at its highest level in 15 months. The index is up 15.9% year to date and is 7.2% below its record-high close on January 3, 2022.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Bull-Run-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Major asset class performance.</h2> <p>Here is a look at the performance of the major asset classes, sorted by last week's returns. I also included the year-to-date returns as well as the returns since the October 12, 2022 low for additional context.</p> <p>The best performer last week was the EQM Blockchain Index, which is designed to measure the performance of global companies actively involved in the development and implementation of blockchain technologies. The index includes a diversified range of companies, including those engaged in blockchain applications, digital asset mining, cryptocurrency exchanges, blockchain-enabled financial services, and other related activities.</p> <p>The worst-performing asset class last week was volatility, as measured by the VIX index. VIX is a market index that measures the implied volatility of the S&amp;P 500 Index. In real-time, it represents the market's expectations for volatility over the coming 30 days. VIX closed at 13.59 on Friday, well below its long-term average of 18. A higher VIX means higher prices for options on the S&amp;P 500 index (i.e., more expensive option premiums) while a lower VIX means lower option prices or cheaper premiums. Today's low reading implies that options investors are optimistic about the near-term future.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Asset-classes-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Equity sector performance</h2> <p>For this report, I use the expanded sectors as published by Zacks. They use 16 sectors rather than the standard 11. This gives us added granularity as we survey the winners and losers.</p> <p>As an indication that the market is beginning to broaden out, 11 of the 16 sectors outperformed the S&amp;P 500 index. There was a clear rotation out of defensive sectors like Consumer Staples and Utilities and into more growth-oriented sectors like Transportation and Autos.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Sectors-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Equity group performance</h2> <p>For the groups, I separate the stocks in the S&amp;P 1500 Composite Index by shared characteristics like growth, value, size, cyclical, defensive, and domestic vs. foreign.</p> <p>As further evidence of the broadening out of the rally, Mid caps and Small caps outperformed Large caps. Growth stocks outperformed Defensive stocks. And the S&amp;P Top 7 mega-cap tech stocks took a breather.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Equity-groups-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The 10 best-performing ETFs from last week</h2> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Best-ETFs-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The 10 worst-performing ETFs from last week</h2> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Worst-ETFs-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Final thoughts</h2> <p>The market turned in a solid performance this week. Not only did the S&amp;P 500 gain 2.4%, it did so without much help from the mega-cap tech stocks. Only one of the S&amp;P 500 top 7 stocks - Apple (AAPL) - managed to outperform the index. (Apple gained 3.9% in the week.) The other 6 stocks underperformed. (Alphabet (GOOG, GOOGL) lost 2.2%.)</p> <p>The signs that more market segments are starting to participate in the rally are clear, at least for now. As the weeks and months go by, I expect to see more participation in this bull market.</p> <p><em>Are you looking for more high quality ideas? Consider joining The ZenInvestor Top 7, my Marketplace service. The Top 7 is a factor-based trading strategy. Its screening algorithm prioritizes reasonable price first, then the momentum, and finally projected earnings growth. The strategy produces 5-7 names, and rebalances every 4 weeks (13 times per year). The goal is to catch healthy companies that have gone through a rough period, and are now showing signs of making a strong comeback. Join now with a two-week free trial.</em></p> <p><em>Original Post</em></p> <div></div> <p><strong>Editor's Note:</strong> The summary bullets for this article were chosen by Seeking Alpha editors.</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>The 1-Minute Market Report July 1, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 1-Minute Market Report July 1, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By ...</p>\n\n<a href=\"https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","VIXY":"波动率短期期货指数ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","VXX":"短期VIX期货ETN","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4170":"电脑硬件、储存设备及电脑周边","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","UVXY":"1.5倍做多恐慌指数短期期货ETF","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SSO":"两倍做多标普500ETF","BK4575":"芯片概念","SDS":"两倍做空标普500ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SVXY":"0.5倍做空波动率指数短期期货ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4501":"段永平概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","UPRO":"三倍做多标普500ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SPXU":"三倍做空标普500ETF","BK4579":"人工智能",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TVIX":"二倍做多VIX波动率指数短期期权ETN","BK4573":"虚拟现实","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IVV":"标普500指数ETF","AAPL":"苹果","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2348595698","content_text":"cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By keeping an eye on the leaders and laggards, we can get a sense of where the big money is going, and where it's coming from. Of particular interest to me this week are the early signs that market participation is beginning to broaden out. If this trend continues, it will improve the durability of the rally. Details to follow. The S&P 500 rally is back on track. After taking a well-deserved rest for a few days, the so-called AI Rally is back on track. This chart shows the daily closing prices for June. The pullback was brief and shallow, as the chart shows.    June is still going strong.  After the minor pullback, June is up by 6.5%. This chart shows the monthly gains and losses for each of the last 12 months.    The bull market is alive and well. This chart highlights the 24.4% gain in the S&P 500 from the October 2022 low through Friday's close. The S&P 500 finished Friday, June 30 at its highest level in 15 months. The index is up 15.9% year to date and is 7.2% below its record-high close on January 3, 2022.    Major asset class performance. Here is a look at the performance of the major asset classes, sorted by last week's returns. I also included the year-to-date returns as well as the returns since the October 12, 2022 low for additional context. The best performer last week was the EQM Blockchain Index, which is designed to measure the performance of global companies actively involved in the development and implementation of blockchain technologies. The index includes a diversified range of companies, including those engaged in blockchain applications, digital asset mining, cryptocurrency exchanges, blockchain-enabled financial services, and other related activities. The worst-performing asset class last week was volatility, as measured by the VIX index. VIX is a market index that measures the implied volatility of the S&P 500 Index. In real-time, it represents the market's expectations for volatility over the coming 30 days. VIX closed at 13.59 on Friday, well below its long-term average of 18. A higher VIX means higher prices for options on the S&P 500 index (i.e., more expensive option premiums) while a lower VIX means lower option prices or cheaper premiums. Today's low reading implies that options investors are optimistic about the near-term future.    Equity sector performance For this report, I use the expanded sectors as published by Zacks. They use 16 sectors rather than the standard 11. This gives us added granularity as we survey the winners and losers. As an indication that the market is beginning to broaden out, 11 of the 16 sectors outperformed the S&P 500 index. There was a clear rotation out of defensive sectors like Consumer Staples and Utilities and into more growth-oriented sectors like Transportation and Autos.    Equity group performance For the groups, I separate the stocks in the S&P 1500 Composite Index by shared characteristics like growth, value, size, cyclical, defensive, and domestic vs. foreign. As further evidence of the broadening out of the rally, Mid caps and Small caps outperformed Large caps. Growth stocks outperformed Defensive stocks. And the S&P Top 7 mega-cap tech stocks took a breather.    The 10 best-performing ETFs from last week    The 10 worst-performing ETFs from last week    Final thoughts The market turned in a solid performance this week. Not only did the S&P 500 gain 2.4%, it did so without much help from the mega-cap tech stocks. Only one of the S&P 500 top 7 stocks - Apple (AAPL) - managed to outperform the index. (Apple gained 3.9% in the week.) The other 6 stocks underperformed. (Alphabet (GOOG, GOOGL) lost 2.2%.) The signs that more market segments are starting to participate in the rally are clear, at least for now. As the weeks and months go by, I expect to see more participation in this bull market. Are you looking for more high quality ideas? Consider joining The ZenInvestor Top 7, my Marketplace service. The Top 7 is a factor-based trading strategy. Its screening algorithm prioritizes reasonable price first, then the momentum, and finally projected earnings growth. The strategy produces 5-7 names, and rebalances every 4 weeks (13 times per year). The goal is to catch healthy companies that have gone through a rough period, and are now showing signs of making a strong comeback. Join now with a two-week free trial. Original Post  Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":757595114782896,"gmtCreate":1687246379447,"gmtModify":1687246382850,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/757595114782896","repostId":"1100435631","repostType":2,"repost":{"id":"1100435631","pubTimestamp":1687244400,"share":"https://ttm.financial/m/news/1100435631?lang=&edition=fundamental","pubTime":"2023-06-20 15:00","market":"us","language":"en","title":"Microsoft: Why Azure Stands To Outperform Google Cloud And AWS","url":"https://stock-news.laohu8.com/highlight/detail?id=1100435631","media":"Seeking Alpha","summary":"SummaryAWS leads in market share, but its total revenue exposure and operating margin has been decli","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>AWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud&#39;s catching up.</p></li><li><p>Azure surpasses AWS in both revenue growth and market share growth, gaining significant weight in the total revenue mix and positioning itself to capitalize on the AI revolution.</p></li><li><p>While Google Cloud has prioritized profitability and demonstrated healthy top-line growth, its market share is still relatively low compared to Azure and AWS.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b32ca0c361b9ec8acf72ccc0d321c5\" alt=\"TU IS\" title=\"TU IS\" tg-width=\"750\" tg-height=\"422\"/><span>TU IS</span></p><h2 style=\"text-align: left;\">Microsoft Azure vs. AWS vs. Google Cloud</h2><p style=\"text-align: left;\">Cloud computing has become increasingly important to enterprise companies due to the massive wave of demand in generative AI, especially since the debut of ChatGPT in November 2022. I&#39;ve seen many medias are craving to discuss the top three cloud vendors lately, namely Amazon.com, Inc. (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT). Under this AI revolution, investors want to forecast the future market leader in cloud computing. We will analyze these three companies in terms of their market share history, revenue growth, and profitability in their respective cloud divisions.</p><p style=\"text-align: left;\">According to an article from CAST AI customers choose AMZN&#39;s AWS because it offers a wide range of services and tools, making it a popular choice for many teams. However, MSFT&#39;s Azure has slightly surpassed AWS in terms of usage among enterprises, thanks to MSFT&#39;s strong relationship with this segment. Azure provides various services for enterprises, including Office 365 and Microsoft Teams, allowing organizations to combine enterprise software with cloud computing resources.</p><p style=\"text-align: left;\">Both Azure and AWS have powerful machine learning capabilities. However, Google Cloud Platform (GCP) stands out due to its extensive internal research and expertise. GCP has played a significant role in developing open-source technologies, particularly in containers and technologies like Kubernetes and Istio service mesh, which have become industry standards. GCP&#39;s culture of innovation makes it a preferred choice for startups and companies that value cutting-edge approaches and technologies. Now we will discuss their financial details to forecast who would be well-positioned to dominate the cloud vender market in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97039639337b1381a881889645e9e7a6\" alt=\"Adex.Ltd\" title=\"Adex.Ltd\" tg-width=\"640\" tg-height=\"409\"/><span>Adex.Ltd</span></p><h2 style=\"text-align: left;\">Who is the Current Market Leader</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89740fb5046e54ddb423a9dbf6fdf86e\" alt=\"Companies Model\" title=\"Companies Model\" tg-width=\"640\" tg-height=\"360\"/><span>Companies Model</span></p><p style=\"text-align: left;\">First of all, it&#39;s insightful to analyze the market exposures of the three vendors. The chart above illustrates the percentage exposure of each vendor&#39;s cloud revenue in relation to the total cloud revenue of all three vendors in each quarter. Among them, AMZN&#39;s AWS stands out with the highest revenue amount compared to GOOGL and MSFT. AWS had been maintained more than 50% of revenue exposure until last quarter, which was equivalent to the combined revenue of GOOGL and MSFT. This clearly indicates that AWS has the largest customer base and generate more revenue if we assume their prices are relative stable.</p><p style=\"text-align: left;\">Although AWS dominates the leading cloud vendor position, we clearly see its market share has been weakened in the last three years. The percentage has declined from 56.1% in 1Q CY2020 to 49.3% in 1Q CY2023. This decline implies that Azure and Google Cloud are making progress in terms of total revenue exposure as they have been gaining market share by attracting more customers.</p><p style=\"text-align: left;\">Additionally, we can see the percentage of Azure&#39;s revenue has been growing faster than Google Cloud, which implies that Azure has been more aggressive in expanding market share. I believe this is a growth tailwind for MSFT. Therefore, Although AWS currently is a market leader in the industry, it has been losing market shares to Google Cloud and Azure. Particularly, Azure has been gaining market share at a faster pace and may surpass AWS in the future.</p><h2 style=\"text-align: left;\">Who Mainly Relies on Cloud Business</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c2f8190cdcf5d791e0846cdf56859bc\" alt=\"Companies Model\" title=\"Companies Model\" tg-width=\"640\" tg-height=\"361\"/><span>Companies Model</span></p><p style=\"text-align: left;\">Regarding their revenue mix, we can see that the cloud segments of these companies have played increasingly important roles in driving their top-line growth, as all three segments have shown upward trends over the past three years. MSFT, being a pure-software company, relies heavily on its cloud segment to fuel its revenue growth, surpassing both GOOGL and AMZN. This is evident from the gray line consistently remaining above the orange and blue lines.</p><p style=\"text-align: left;\">Specifically, in 1Q CY2023, Azure&#39;s revenue accounted for 27.4% of MSFT&#39;s total revenue, which was notably higher than AWS&#39;s 16.8% and Google Cloud&#39;s 10.7%. Furthermore, the slope of the gray line is the steepest, indicating that MSFT has prioritized the expansion of its Azure business within its revenue mix. In contrast, AWS&#39;s revenue mix experienced only a slight improvement, growing from 13.5% in 1Q CY2020 to 16.8% in 1Q CY2023. This can be attributed to AWS already having a significant revenue exposure in the market, making substantial improvements more challenging to achieve.</p><p style=\"text-align: left;\">Therefore, based on these observations, we can conclude that MSFT heavily relies on Azure to drive its top-line growth.</p><h2 style=\"text-align: left;\">Who is Growing Faster</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10506f49974ea91d6b3e77af5340f673\" alt=\"Companies Model\" title=\"Companies Model\" tg-width=\"640\" tg-height=\"356\"/><span>Companies Model</span></p><p style=\"text-align: left;\">It&#39;s not surprising to see a deceleration in YoY growth for these companies over the past years, considering the high competition and potential macroeconomic challenges. The COVID-19 pandemic prompted a surge in cloud demand as workplaces shifted from physical offices to remote setups, leading to increased reliance on cloud services. During this period, the yellow line representing AMZN&#39;s AWS exhibited a positive slope in CY2020, indicating that AWS was the primary beneficiary, experiencing significant revenue growth due to higher demand compared to Azure and Google Cloud.</p><p style=\"text-align: left;\">This growth acceleration was particularly impressive considering AWS&#39;s already substantial revenue exposure. However, AWS&#39;s growth has significantly slowed down since then. In 1Q CY2023, AWS&#39;s YoY growth stood at 15.8%, which was notably lower than Azure&#39;s 27.2% and Google Cloud&#39;s 28.1%. Notably, despite Google Cloud&#39;s lower revenue exposure (17.2% compared to MSFT&#39;s 33.4% in 1Q CY2023), this suggests that the trend in Azure&#39;s revenue growth has been more resilient compared to Google Cloud. In theory, Google Cloud should have maintained a higher growth rate due to its lower revenue exposure, which provides more room for scalability. Therefore, we can conclude that the growth trend of MSFT&#39;s Azure is healthier compared to AWS and Google Cloud.</p><h2 style=\"text-align: left;\">Who is Most Profitable</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc72af767200aae7dae2c34837cdc902\" alt=\"Companies Model\" title=\"Companies Model\" tg-width=\"640\" tg-height=\"361\"/><span>Companies Model</span></p><p style=\"text-align: left;\">Before we get down to the details, I should clarify that MSFT doesn&#39;t disclose the operating margin data for Azure. As a result, it&#39;s not appropriate to directly compare the operating margin of its Intelligent Cloud segment (which includes 66% of Azure revenue) with AWS and Google Cloud. Instead, investors should focus on the overall trend of MSFT&#39;s cloud segment.</p><p style=\"text-align: left;\">Regarding profitability, both AWS and MSFT&#39;s Intelligent Cloud segment have maintained positive operating margins over the past three years. On the other hand, Google Cloud has had a negative operating margin. However, we can see that Google Cloud has shown the strongest margin expansion and reached the breakeven point in the last quarter, which is a positive sign for its cloud segment. This indicates that Google Cloud is making faster progress in terms of profitability.</p><p style=\"text-align: left;\">If we notice the orange line, we can see a significant margin contraction for AWS, starting from 35.35% in 1Q CY2022 and declining to 23.99% in 1Q CY2023. This contraction will impact AMZN&#39;s operating margin and bottom-line growth. Although we don&#39;t have operating margin data for Azure, we can see a relatively flat margin trend for its Intelligent Cloud segment over the past four quarters.</p><p style=\"text-align: left;\">Moreover, although GOOGL has been prioritizing profitability and maintaining a resilient revenue growth over the past years, Google Cloud has the smallest market share in terms of total revenue exposure, which can&#39;t directly compete with Azure and AWS. Therefore, I believe MSFT&#39;s Azure is well positioned to compete with AMZN&#39;s AWS in the coming years and has the potential to achieve market leadership in the cloud computing industry.</p><h2 style=\"text-align: left;\">Earnings Revisions</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/504dbae422ff6070924c3785bb9999bc\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"396\"/><span>Seeking Alpha</span></p><p style=\"text-align: left;\">This chart shows the street&#39;s earnings revisions on MSFT. When looking at future years beyond the current or next fiscal year, specific numbers may not be very informative. This is because near-term consensus heavily rely on companies&#39; forward outlooks. Instead, investors should pay closer attention to the overall growth trend.</p><p style=\"text-align: left;\">While there have been significant downward revisions in the 6M trend, indicating a more cautious outlook, we can see upward revisions from FY2028. This suggests that the market may be starting to factor in the potential positive impact of generative AI and cloud development in the long run. However, we haven&#39;t seen significant revisions yet. I believe the market may require a few positive quarters to confirm the anticipated AI inflection point.</p><p style=\"text-align: left;\">On a shorter-term basis, the 1M trend has been stable, indicating that the downward revisions in the near term may have reached a bottom. It&#39;s important for investors to consider that price movements in the market can react earlier and more quickly than earnings revisions. This can help explain the significant the stock&#39;s 45% rally YTD, as investors may be pricing in future expectations ahead of earnings revisions.</p><h2 style=\"text-align: left;\">Valuation</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37a0c77a40e8e3a55aef0c37225f91f0\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"235\"/><span>Seeking Alpha</span></p><p style=\"text-align: left;\">MSFT is currently trading at 35.5x P/E fwd, which is higher than GOOGL&#39;s 23x and AMZN&#39;s 82x. However, comparing P/E may not provide a complete picture. For example, AMZN&#39;s profitability issue, including margin deterioration and weak retail growth, make it less suitable for direct comparison.</p><p style=\"text-align: left;\">Instead, we can focus on the mega caps&#39; FCF profile. Looking at the chart, we can see that MSFT is trading at a P/FCF TTM of 30.5x, the highest among the group. This suggests that investors have a more optimistic outlook for MSFT&#39;s ability to generate FCF compared to GOOGL and AMZN. Being a pure software company, MSFT is expected to benefit significantly from the generative AI tailwind and cloud growth potential, resulting in higher FCF growth.</p><p style=\"text-align: left;\">However, we can&#39;t ignore the downside risk for MSFT. If the company&#39;s results fall short of market expectations, the potential selloff could be more severe. Therefore, while MSFT&#39;s higher valuation reflects positive investor sentiment, it also carries more risk of disappointed market reaction.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">In sum, although AWS maintains a leading market share, but Azure and Google Cloud are catching up. Azure has shown stronger revenue growth and market share expansion compared to Google Cloud. MSFT heavily relies on Azure for revenue growth. I admit that AWS has a larger revenue exposure but has experienced a significant growth slowdown. Moreover, Google Cloud is focused on profitability and has reached breakeven in 1Q CY2023, but its market share still remains small. Therefore, I believe that MSFT&#39;s Azure is well positioned to compete with AWS and has the growth potential for market leadership in the cloud vendor industry in the future.</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>Microsoft: Why Azure Stands To Outperform Google Cloud And AWS</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\">\nMicrosoft: Why Azure Stands To Outperform Google Cloud And AWS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-20 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4612389-microsoft-why-azure-stands-to-outperform-google-cloud-and-aws><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud's catching up.Azure surpasses AWS in both revenue growth and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4612389-microsoft-why-azure-stands-to-outperform-google-cloud-and-aws\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4612389-microsoft-why-azure-stands-to-outperform-google-cloud-and-aws","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1100435631","content_text":"SummaryAWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud's catching up.Azure surpasses AWS in both revenue growth and market share growth, gaining significant weight in the total revenue mix and positioning itself to capitalize on the AI revolution.While Google Cloud has prioritized profitability and demonstrated healthy top-line growth, its market share is still relatively low compared to Azure and AWS.TU ISMicrosoft Azure vs. AWS vs. Google CloudCloud computing has become increasingly important to enterprise companies due to the massive wave of demand in generative AI, especially since the debut of ChatGPT in November 2022. I've seen many medias are craving to discuss the top three cloud vendors lately, namely Amazon.com, Inc. (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT). Under this AI revolution, investors want to forecast the future market leader in cloud computing. We will analyze these three companies in terms of their market share history, revenue growth, and profitability in their respective cloud divisions.According to an article from CAST AI customers choose AMZN's AWS because it offers a wide range of services and tools, making it a popular choice for many teams. However, MSFT's Azure has slightly surpassed AWS in terms of usage among enterprises, thanks to MSFT's strong relationship with this segment. Azure provides various services for enterprises, including Office 365 and Microsoft Teams, allowing organizations to combine enterprise software with cloud computing resources.Both Azure and AWS have powerful machine learning capabilities. However, Google Cloud Platform (GCP) stands out due to its extensive internal research and expertise. GCP has played a significant role in developing open-source technologies, particularly in containers and technologies like Kubernetes and Istio service mesh, which have become industry standards. GCP's culture of innovation makes it a preferred choice for startups and companies that value cutting-edge approaches and technologies. Now we will discuss their financial details to forecast who would be well-positioned to dominate the cloud vender market in the future.Adex.LtdWho is the Current Market LeaderCompanies ModelFirst of all, it's insightful to analyze the market exposures of the three vendors. The chart above illustrates the percentage exposure of each vendor's cloud revenue in relation to the total cloud revenue of all three vendors in each quarter. Among them, AMZN's AWS stands out with the highest revenue amount compared to GOOGL and MSFT. AWS had been maintained more than 50% of revenue exposure until last quarter, which was equivalent to the combined revenue of GOOGL and MSFT. This clearly indicates that AWS has the largest customer base and generate more revenue if we assume their prices are relative stable.Although AWS dominates the leading cloud vendor position, we clearly see its market share has been weakened in the last three years. The percentage has declined from 56.1% in 1Q CY2020 to 49.3% in 1Q CY2023. This decline implies that Azure and Google Cloud are making progress in terms of total revenue exposure as they have been gaining market share by attracting more customers.Additionally, we can see the percentage of Azure's revenue has been growing faster than Google Cloud, which implies that Azure has been more aggressive in expanding market share. I believe this is a growth tailwind for MSFT. Therefore, Although AWS currently is a market leader in the industry, it has been losing market shares to Google Cloud and Azure. Particularly, Azure has been gaining market share at a faster pace and may surpass AWS in the future.Who Mainly Relies on Cloud BusinessCompanies ModelRegarding their revenue mix, we can see that the cloud segments of these companies have played increasingly important roles in driving their top-line growth, as all three segments have shown upward trends over the past three years. MSFT, being a pure-software company, relies heavily on its cloud segment to fuel its revenue growth, surpassing both GOOGL and AMZN. This is evident from the gray line consistently remaining above the orange and blue lines.Specifically, in 1Q CY2023, Azure's revenue accounted for 27.4% of MSFT's total revenue, which was notably higher than AWS's 16.8% and Google Cloud's 10.7%. Furthermore, the slope of the gray line is the steepest, indicating that MSFT has prioritized the expansion of its Azure business within its revenue mix. In contrast, AWS's revenue mix experienced only a slight improvement, growing from 13.5% in 1Q CY2020 to 16.8% in 1Q CY2023. This can be attributed to AWS already having a significant revenue exposure in the market, making substantial improvements more challenging to achieve.Therefore, based on these observations, we can conclude that MSFT heavily relies on Azure to drive its top-line growth.Who is Growing FasterCompanies ModelIt's not surprising to see a deceleration in YoY growth for these companies over the past years, considering the high competition and potential macroeconomic challenges. The COVID-19 pandemic prompted a surge in cloud demand as workplaces shifted from physical offices to remote setups, leading to increased reliance on cloud services. During this period, the yellow line representing AMZN's AWS exhibited a positive slope in CY2020, indicating that AWS was the primary beneficiary, experiencing significant revenue growth due to higher demand compared to Azure and Google Cloud.This growth acceleration was particularly impressive considering AWS's already substantial revenue exposure. However, AWS's growth has significantly slowed down since then. In 1Q CY2023, AWS's YoY growth stood at 15.8%, which was notably lower than Azure's 27.2% and Google Cloud's 28.1%. Notably, despite Google Cloud's lower revenue exposure (17.2% compared to MSFT's 33.4% in 1Q CY2023), this suggests that the trend in Azure's revenue growth has been more resilient compared to Google Cloud. In theory, Google Cloud should have maintained a higher growth rate due to its lower revenue exposure, which provides more room for scalability. Therefore, we can conclude that the growth trend of MSFT's Azure is healthier compared to AWS and Google Cloud.Who is Most ProfitableCompanies ModelBefore we get down to the details, I should clarify that MSFT doesn't disclose the operating margin data for Azure. As a result, it's not appropriate to directly compare the operating margin of its Intelligent Cloud segment (which includes 66% of Azure revenue) with AWS and Google Cloud. Instead, investors should focus on the overall trend of MSFT's cloud segment.Regarding profitability, both AWS and MSFT's Intelligent Cloud segment have maintained positive operating margins over the past three years. On the other hand, Google Cloud has had a negative operating margin. However, we can see that Google Cloud has shown the strongest margin expansion and reached the breakeven point in the last quarter, which is a positive sign for its cloud segment. This indicates that Google Cloud is making faster progress in terms of profitability.If we notice the orange line, we can see a significant margin contraction for AWS, starting from 35.35% in 1Q CY2022 and declining to 23.99% in 1Q CY2023. This contraction will impact AMZN's operating margin and bottom-line growth. Although we don't have operating margin data for Azure, we can see a relatively flat margin trend for its Intelligent Cloud segment over the past four quarters.Moreover, although GOOGL has been prioritizing profitability and maintaining a resilient revenue growth over the past years, Google Cloud has the smallest market share in terms of total revenue exposure, which can't directly compete with Azure and AWS. Therefore, I believe MSFT's Azure is well positioned to compete with AMZN's AWS in the coming years and has the potential to achieve market leadership in the cloud computing industry.Earnings RevisionsSeeking AlphaThis chart shows the street's earnings revisions on MSFT. When looking at future years beyond the current or next fiscal year, specific numbers may not be very informative. This is because near-term consensus heavily rely on companies' forward outlooks. Instead, investors should pay closer attention to the overall growth trend.While there have been significant downward revisions in the 6M trend, indicating a more cautious outlook, we can see upward revisions from FY2028. This suggests that the market may be starting to factor in the potential positive impact of generative AI and cloud development in the long run. However, we haven't seen significant revisions yet. I believe the market may require a few positive quarters to confirm the anticipated AI inflection point.On a shorter-term basis, the 1M trend has been stable, indicating that the downward revisions in the near term may have reached a bottom. It's important for investors to consider that price movements in the market can react earlier and more quickly than earnings revisions. This can help explain the significant the stock's 45% rally YTD, as investors may be pricing in future expectations ahead of earnings revisions.ValuationSeeking AlphaMSFT is currently trading at 35.5x P/E fwd, which is higher than GOOGL's 23x and AMZN's 82x. However, comparing P/E may not provide a complete picture. For example, AMZN's profitability issue, including margin deterioration and weak retail growth, make it less suitable for direct comparison.Instead, we can focus on the mega caps' FCF profile. Looking at the chart, we can see that MSFT is trading at a P/FCF TTM of 30.5x, the highest among the group. This suggests that investors have a more optimistic outlook for MSFT's ability to generate FCF compared to GOOGL and AMZN. Being a pure software company, MSFT is expected to benefit significantly from the generative AI tailwind and cloud growth potential, resulting in higher FCF growth.However, we can't ignore the downside risk for MSFT. If the company's results fall short of market expectations, the potential selloff could be more severe. Therefore, while MSFT's higher valuation reflects positive investor sentiment, it also carries more risk of disappointed market reaction.ConclusionIn sum, although AWS maintains a leading market share, but Azure and Google Cloud are catching up. Azure has shown stronger revenue growth and market share expansion compared to Google Cloud. MSFT heavily relies on Azure for revenue growth. I admit that AWS has a larger revenue exposure but has experienced a significant growth slowdown. Moreover, Google Cloud is focused on profitability and has reached breakeven in 1Q CY2023, but its market share still remains small. Therefore, I believe that MSFT's Azure is well positioned to compete with AWS and has the growth potential for market leadership in the cloud vendor industry in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189229316440192,"gmtCreate":1687224086356,"gmtModify":1687224089874,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189229316440192","repostId":"189157374722064","repostType":1,"repost":{"id":189157374722064,"gmtCreate":1687186479387,"gmtModify":1687187462681,"author":{"id":"3527667646990931","authorId":"3527667646990931","authorIdStr":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667646990931"},"themes":[],"title":"Top EV ETFs for Electrifying Gains as Charging Network Expands","htmlText":"Although the United States has been slow in adopting electric vehicles (EVs), the change that is currently happening in the sector is positive. Now, all 50 states are actively working on creating a national network of EV charging stations. This means that soon, there will be more convenient and accessible charging options across the country, supporting the growth of EVs.According to Forbes, millions are being invested in the auto industry to create new high-paying jobs and support the EV market by building new manufacturing plants in conjunction with battery manufacturing and processing of electric vehicle components. Proposed vehicle emission standards by the U.S. Environmental Protection Agency (EPA) are driving market transformations.Investors can choose to invest in electric car stocks","listText":"Although the United States has been slow in adopting electric vehicles (EVs), the change that is currently happening in the sector is positive. Now, all 50 states are actively working on creating a national network of EV charging stations. This means that soon, there will be more convenient and accessible charging options across the country, supporting the growth of EVs.According to Forbes, millions are being invested in the auto industry to create new high-paying jobs and support the EV market by building new manufacturing plants in conjunction with battery manufacturing and processing of electric vehicle components. Proposed vehicle emission standards by the U.S. Environmental Protection Agency (EPA) are driving market transformations.Investors can choose to invest in electric car stocks","text":"Although the United States has been slow in adopting electric vehicles (EVs), the change that is currently happening in the sector is positive. Now, all 50 states are actively working on creating a national network of EV charging stations. This means that soon, there will be more convenient and accessible charging options across the country, supporting the growth of EVs.According to Forbes, millions are being invested in the auto industry to create new high-paying jobs and support the EV market by building new manufacturing plants in conjunction with battery manufacturing and processing of electric vehicle components. Proposed vehicle emission standards by the U.S. Environmental Protection Agency (EPA) are driving market transformations.Investors can choose to invest in electric car stocks","images":[{"img":"https://community-static.tradeup.com/news/88b30bdd7f857a9252dee8fab0c273f0","width":"278","height":"181"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189157374722064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185484441473176,"gmtCreate":1686323721168,"gmtModify":1686323725872,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185484441473176","repostId":"1162461753","repostType":2,"repost":{"id":"1162461753","pubTimestamp":1686322168,"share":"https://ttm.financial/m/news/1162461753?lang=&edition=fundamental","pubTime":"2023-06-09 22:49","market":"us","language":"en","title":"Sea Limited: Attractive Entry Point With Margin Of Safety","url":"https://stock-news.laohu8.com/highlight/detail?id=1162461753","media":"Seeking Alpha","summary":"SummarySea Limited's stock has declined 24% partly due to Garena's revenue and bookings dropping, bu","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Sea Limited&#39;s stock has declined 24% partly due to Garena&#39;s revenue and bookings dropping, but Shopee and SeaMoney still have a long pathway for growth.</p></li><li><p>Shopee faces competition from TikTok in Southeast Asia, but its investment in logistics capabilities provides an advantage in customer experience and cost efficiencies.</p></li><li><p>We saw a slight uptick in the NPL ratio. But the company is focusing on improving the quality of its loan book as well as diversifying its funding source.</p></li><li><p>Sea Limited&#39;s current valuation provides an attractive entry point, with a fair value estimate of $88 per share, implying a 38% upside potential.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd10451e91a7f82b95ea9e296a739672\" alt=\"kokkai\" title=\"kokkai\" tg-width=\"750\" tg-height=\"500\"/><span>kokkai</span></p><h2 style=\"text-align: left;\">Recap</h2><p style=\"text-align: left;\">In our <a href=\"https://seekingalpha.com/article/4595779-sea-limited-se-ample-room-for-growth-but-competition-to-stay?hasComeFromMpArticle=false&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"article\" class=\"\">article</a> titled “Sea Limited: Ample Room for Growth, But Competition Is Here to Stay,” we wrote that huge, under-penetrated e-commerce markets in Southeast Asia and Latin America would drive Sea’s (NYSE:<a href=\"https://seekingalpha.com/symbol/SE?hasComeFromMpArticle=false&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"Sea Limited\" class=\"\">SE</a>) top-line growth. Additionally, SeaMoney also has a long pathway for growth, as a large portion of the population remains underbanked or unbanked. However, while the industry is heading toward profitability, competition is here to stay. In our view, the acceptable buying price is between $62 and $66 per share, providing a comfortable margin of safety.</p><p style=\"text-align: left;\">Since we published our article, the stock has declined 24% from $79 per share to $64 per share. Shares once touched $57 per share after the 1Q23 EPS GAAP had come in below expectations at $0.15, thus pushing down the shares by <a href=\"https://seekingalpha.com/news/3972004-sea-ltd-plunges-q1-earnings-miss-estimates-e-commerce-strength?hasComeFromMpArticle=false&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"17%\" class=\"\">17%</a>. But are the 1Q23 results as bad as they appear?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4df1f5dfac2a2e86e0b6b7f9a4ceb55a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2 style=\"text-align: left;\">Beaten-Down Gaming Business Dragged Down Sea’s Revenue Growth</h2><p style=\"text-align: left;\">In 1Q23, Sea’s revenue only grew 5% (Y/Y) to $3 billion, marking a second consecutive single-digit growth rate. This was largely because Garena’s revenue and bookings were down 53% (Y/Y) and 44% (Y/Y), respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48554da743d7dd35a45729539aee61d\" alt=\"Sea&#39;s revenue growth (Company, Vektor Research)\" title=\"Sea&#39;s revenue growth (Company, Vektor Research)\" tg-width=\"569\" tg-height=\"408\"/><span>Sea&#39;s revenue growth (Company, Vektor Research)</span></p><p style=\"text-align: left;\">Indeed, quarterly active users were up, ending a two-consecutive quarterly decline. Sea’s management said that Free Fire’s monthly active users achieved “a new peak” in April and that it would “monitor closely” the trend. Moreover, the company is launching new third-party published games, namely Undawn and Black Cloud Mobile. Even so, less than 8% of the active users were paying users in 1Q23, down from the latest peak of 13%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a992bd48a5b8f0cbee1b6471aa03b9f2\" alt=\"Quarterly paying users as a % of quarterly active users (Company, Vektor Research)\" title=\"Quarterly paying users as a % of quarterly active users (Company, Vektor Research)\" tg-width=\"569\" tg-height=\"408\"/><span>Quarterly paying users as a % of quarterly active users (Company, Vektor Research)</span></p><p style=\"text-align: left;\">Further, Sea’s operating margin shrank from 10% in 4Q22 to 4% in 1Q23. This is mainly because Garena, which produces over 50% operating margin, made up a smaller portion of Sea’s EBIT. Shopee and Sea Money’s operating margins <em>actually</em> expanded to 5.6% and 20.5%, respectively. Another plus point is that the company reported a positive free cash flow during the quarter. Free cash flow margin was 17% in the quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/333aeb36adcaeb6459af106f8d79711e\" alt=\"Segments&#39; operating margin (Comapny, Vektor Research)\" title=\"Segments&#39; operating margin (Comapny, Vektor Research)\" tg-width=\"569\" tg-height=\"408\"/><span>Segments&#39; operating margin (Comapny, Vektor Research)</span></p><h2 style=\"text-align: left;\">Competition is Tougher in the E-commerce Market, But Investment in Logistics Makes a Difference</h2><p style=\"text-align: left;\">On the contrary, Shopee’s revenue grew 36% (Y/Y), and core marketplace revenue increased 54% (Y/Y). As we mentioned in our last article, the e-commerce market size is huge and remains under-penetrated, providing a long pathway for growth. Additionally, being a profitable business remains the company&#39;s focus. In Brazil, where Shopee has only been in its fourth year of operations, contribution margin loss improved to $0.34 from $1.52 a year earlier.</p><p style=\"text-align: left;\">Nevertheless, competition from TikTok in Southeast Asia is getting tougher. According to Singapore-based Cube Asia, 51% of TikTok Shop consumers in Indonesia, Thailand, and the Philippines spent less on Shopee, as <a href=\"https://www.cnbc.com/2023/05/26/tiktok-shop-a-rising-threat-to-shopee-and-lazada-in-southeast-asia.html\" title=\"cited\" class=\"\">cited</a> in CNBC. Besides already having a large user base, TikTok is offering discounts to new users as we are writing this article.</p><p style=\"text-align: left;\">When asked about competition from TikTok, the management said that the strategy is to “remain very nimble and flexible.” Please note what the management said during the last earnings call:</p><blockquote>As I shared, both for our long-term goals of expanding the profitable TAM and build strengthening our competitive, and also in the near-term to respond to market dynamics within each market, so again, <strong>we&#39;re not particularly worried about the margin</strong>. I think it&#39;s more about how we build a healthy long-term ecosystem that will maximize the long-term profitable growth of our business.</blockquote><p style=\"text-align: left;\">Our take is that aggressive moves from TikTok are likely to force established e-commerce players, including Shopee, to do more promotions and discounts to defend market share. However, just as we have seen in the past few years, promotions come at the expense of financials, and at some point, promotions will be fewer and thus the industry will be more rational.</p><p style=\"text-align: left;\">Instead, while competition from new players is basically unavoidable, existing e-commerce players have been focusing on improving their logistics capabilities. <strong>This should cut down delivery time and costs</strong>, as the company is enhancing customer experience and improving cost efficiencies. Sea’s management said that 95% of its customer base in Indonesia has been covered by the company’s delivery services, and that the company has been expanding its first and last-mile hubs in Brazil.</p><p style=\"text-align: left;\">Another example is that GoTo, an Indonesia e-commerce company, consolidated Tokopedia’s fulfillment unit and Gojek’s same-day delivery service under GoTo Logistics. &#34;Enhanced batching and routing capabilities&#34; allow the company to provide the next-day delivery service at 30% lower costs than other third-party providers, GoTo management <a href=\"https://assets.tokopedia.net/asts/PT%20GoTo%20Gojek%20Tokopedia%201Q23%20Earnings%20Call%20Transcript.pdf\" title=\"said\" class=\"\">said</a>.</p><p style=\"text-align: left;\">We believe that logistics capabilities differentiate more established players from newer players. As we are writing, TikTok Shop only has a standard shipping option (in our area), while Shopee provides various delivery options, such as same-day, next-day, or regular delivery services. In our view, TikTok is likely to continue taking market share at least in the near term. But Sea plays a long-term game by investing in its infrastructure, thus building a sustainable, profitable business. As we wrote in the last article:</p><blockquote>We believe the industry is becoming more rational, with profitability becoming the number one priority. This also triggers customers to increasingly look beyond price and prefer a better customer experience, in our view.</blockquote><h2 style=\"text-align: left;\">A Slight Uptick in NPL, But Unlikely to be An Alarming Sign</h2><p style=\"text-align: left;\">Revenue from digital financial services increased 75% (Y/Y), driven by credit business. Loans receivable remained at ~$2 billion because Sea had third-party financial institutions to fund a significant portion of its loan book. Yet, allowance for credit losses was up to $281 million from $239 million, although loans receivable was relatively flat.</p><p style=\"text-align: left;\">The management said this was because “products have expanded in terms of the features and tenure and types of loans we offer.” However, we found that allowance for credit losses as a percentage of gross loans receivable has gone north in the past few quarters. An increase or decrease in allowance typically depends on the discretion of a company’s management.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0895d05635bedc78f1733754f23de39c\" alt=\"Sea&#39;s allowance for credit losses as a % of gross loan book (Company, Vektor Research)\" title=\"Sea&#39;s allowance for credit losses as a % of gross loan book (Company, Vektor Research)\" tg-width=\"569\" tg-height=\"408\"/><span>Sea&#39;s allowance for credit losses as a % of gross loan book (Company, Vektor Research)</span></p><p style=\"text-align: left;\">Sea’s management argued that this was caused by more variety of product “features, tenure, and types of loans” and that NPL remained “very stable and low.” However, we notice that NPL of more than 90 days went up from “less than 2%” to “around 2%.” Before Sea shortened the loan write-off period, the ratio was “less than 4%” in 3Q22 and would have increased to “about 5%” in 4Q22 without the change.</p><p style=\"text-align: left;\">Nevertheless, the loan book is unlikely to grow significantly, as Sea pivoted to focus on improving the quality of its loan book and now is looking to “diversify offerings and funding sources.” Thus, we do not see such a slight uptick in the NPL ratio as an alarming sign.</p><p style=\"text-align: left;\">Overall, our thesis is playing out as expected: Shopee and SeaMoney have a long pathway for growth. Further, the lower revenue contribution from Garena means that the decline will have less impact on Sea’s revenue growth as we move forward. Digital entertainment used to make up about 50% of Sea’s revenue. Now, it is 18%. Therefore, does the stock provide an attractive entry point?</p><h2 style=\"text-align: left;\">Valuation</h2><p style=\"text-align: left;\">Sea trades at 23x its forward earnings. We believe that the acceptable buying price is between $62 per share and $66 per share, which provides a comfortable margin of safety. The last time the stock traded at ~$60, the market was more conservative on Sea’s future earnings. Additionally, Sea was losing money at the time. Now, it is a cash-generating business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82a7882203141e01f0714dd0e50b2953\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6ee8943be0db9bdfe64a008a8307e16\" alt=\"Consensus EPS revision (Seeking Alpha)\" title=\"Consensus EPS revision (Seeking Alpha)\" tg-width=\"640\" tg-height=\"387\"/><span>Consensus EPS revision (Seeking Alpha)</span></p><p style=\"text-align: left;\">But what about Sea’s growth outlook? Despite Garena’s soft results, we still believe that Shopee and SeaMoney have a long pathway for growth. While Shopee is facing tougher competition from TikTok—likely to last at least in the near term—we see that Shopee has an advantage in logistics capabilities in an environment where customers increasingly look beyond price. This will help Sea build a sustainable, profitable business. In SeaMoney, we saw a slight uptick in the NPL ratio. But the company is focusing on improving its loan book quality, while at the same time diversifying its funding source.</p><p style=\"text-align: left;\">Thus, we believe that it makes a lot of sense to buy Sea at the current valuation. Our fair value estimate is $88 per share, which implies a 38% upside potential. If you have any thoughts, please do not hesitate to comment below.</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>Sea Limited: Attractive Entry Point With Margin Of Safety</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\">\nSea Limited: Attractive Entry Point With Margin Of Safety\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-09 22:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610547-sea-limited-attractive-entry-point-with-margin-of-safety><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited's stock has declined 24% partly due to Garena's revenue and bookings dropping, but Shopee and SeaMoney still have a long pathway for growth.Shopee faces competition from TikTok in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4610547-sea-limited-attractive-entry-point-with-margin-of-safety\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4610547-sea-limited-attractive-entry-point-with-margin-of-safety","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162461753","content_text":"SummarySea Limited's stock has declined 24% partly due to Garena's revenue and bookings dropping, but Shopee and SeaMoney still have a long pathway for growth.Shopee faces competition from TikTok in Southeast Asia, but its investment in logistics capabilities provides an advantage in customer experience and cost efficiencies.We saw a slight uptick in the NPL ratio. But the company is focusing on improving the quality of its loan book as well as diversifying its funding source.Sea Limited's current valuation provides an attractive entry point, with a fair value estimate of $88 per share, implying a 38% upside potential.kokkaiRecapIn our article titled “Sea Limited: Ample Room for Growth, But Competition Is Here to Stay,” we wrote that huge, under-penetrated e-commerce markets in Southeast Asia and Latin America would drive Sea’s (NYSE:SE) top-line growth. Additionally, SeaMoney also has a long pathway for growth, as a large portion of the population remains underbanked or unbanked. However, while the industry is heading toward profitability, competition is here to stay. In our view, the acceptable buying price is between $62 and $66 per share, providing a comfortable margin of safety.Since we published our article, the stock has declined 24% from $79 per share to $64 per share. Shares once touched $57 per share after the 1Q23 EPS GAAP had come in below expectations at $0.15, thus pushing down the shares by 17%. But are the 1Q23 results as bad as they appear?Data by YChartsBeaten-Down Gaming Business Dragged Down Sea’s Revenue GrowthIn 1Q23, Sea’s revenue only grew 5% (Y/Y) to $3 billion, marking a second consecutive single-digit growth rate. This was largely because Garena’s revenue and bookings were down 53% (Y/Y) and 44% (Y/Y), respectively.Sea's revenue growth (Company, Vektor Research)Indeed, quarterly active users were up, ending a two-consecutive quarterly decline. Sea’s management said that Free Fire’s monthly active users achieved “a new peak” in April and that it would “monitor closely” the trend. Moreover, the company is launching new third-party published games, namely Undawn and Black Cloud Mobile. Even so, less than 8% of the active users were paying users in 1Q23, down from the latest peak of 13%.Quarterly paying users as a % of quarterly active users (Company, Vektor Research)Further, Sea’s operating margin shrank from 10% in 4Q22 to 4% in 1Q23. This is mainly because Garena, which produces over 50% operating margin, made up a smaller portion of Sea’s EBIT. Shopee and Sea Money’s operating margins actually expanded to 5.6% and 20.5%, respectively. Another plus point is that the company reported a positive free cash flow during the quarter. Free cash flow margin was 17% in the quarter.Segments' operating margin (Comapny, Vektor Research)Competition is Tougher in the E-commerce Market, But Investment in Logistics Makes a DifferenceOn the contrary, Shopee’s revenue grew 36% (Y/Y), and core marketplace revenue increased 54% (Y/Y). As we mentioned in our last article, the e-commerce market size is huge and remains under-penetrated, providing a long pathway for growth. Additionally, being a profitable business remains the company's focus. In Brazil, where Shopee has only been in its fourth year of operations, contribution margin loss improved to $0.34 from $1.52 a year earlier.Nevertheless, competition from TikTok in Southeast Asia is getting tougher. According to Singapore-based Cube Asia, 51% of TikTok Shop consumers in Indonesia, Thailand, and the Philippines spent less on Shopee, as cited in CNBC. Besides already having a large user base, TikTok is offering discounts to new users as we are writing this article.When asked about competition from TikTok, the management said that the strategy is to “remain very nimble and flexible.” Please note what the management said during the last earnings call:As I shared, both for our long-term goals of expanding the profitable TAM and build strengthening our competitive, and also in the near-term to respond to market dynamics within each market, so again, we're not particularly worried about the margin. I think it's more about how we build a healthy long-term ecosystem that will maximize the long-term profitable growth of our business.Our take is that aggressive moves from TikTok are likely to force established e-commerce players, including Shopee, to do more promotions and discounts to defend market share. However, just as we have seen in the past few years, promotions come at the expense of financials, and at some point, promotions will be fewer and thus the industry will be more rational.Instead, while competition from new players is basically unavoidable, existing e-commerce players have been focusing on improving their logistics capabilities. This should cut down delivery time and costs, as the company is enhancing customer experience and improving cost efficiencies. Sea’s management said that 95% of its customer base in Indonesia has been covered by the company’s delivery services, and that the company has been expanding its first and last-mile hubs in Brazil.Another example is that GoTo, an Indonesia e-commerce company, consolidated Tokopedia’s fulfillment unit and Gojek’s same-day delivery service under GoTo Logistics. \"Enhanced batching and routing capabilities\" allow the company to provide the next-day delivery service at 30% lower costs than other third-party providers, GoTo management said.We believe that logistics capabilities differentiate more established players from newer players. As we are writing, TikTok Shop only has a standard shipping option (in our area), while Shopee provides various delivery options, such as same-day, next-day, or regular delivery services. In our view, TikTok is likely to continue taking market share at least in the near term. But Sea plays a long-term game by investing in its infrastructure, thus building a sustainable, profitable business. As we wrote in the last article:We believe the industry is becoming more rational, with profitability becoming the number one priority. This also triggers customers to increasingly look beyond price and prefer a better customer experience, in our view.A Slight Uptick in NPL, But Unlikely to be An Alarming SignRevenue from digital financial services increased 75% (Y/Y), driven by credit business. Loans receivable remained at ~$2 billion because Sea had third-party financial institutions to fund a significant portion of its loan book. Yet, allowance for credit losses was up to $281 million from $239 million, although loans receivable was relatively flat.The management said this was because “products have expanded in terms of the features and tenure and types of loans we offer.” However, we found that allowance for credit losses as a percentage of gross loans receivable has gone north in the past few quarters. An increase or decrease in allowance typically depends on the discretion of a company’s management.Sea's allowance for credit losses as a % of gross loan book (Company, Vektor Research)Sea’s management argued that this was caused by more variety of product “features, tenure, and types of loans” and that NPL remained “very stable and low.” However, we notice that NPL of more than 90 days went up from “less than 2%” to “around 2%.” Before Sea shortened the loan write-off period, the ratio was “less than 4%” in 3Q22 and would have increased to “about 5%” in 4Q22 without the change.Nevertheless, the loan book is unlikely to grow significantly, as Sea pivoted to focus on improving the quality of its loan book and now is looking to “diversify offerings and funding sources.” Thus, we do not see such a slight uptick in the NPL ratio as an alarming sign.Overall, our thesis is playing out as expected: Shopee and SeaMoney have a long pathway for growth. Further, the lower revenue contribution from Garena means that the decline will have less impact on Sea’s revenue growth as we move forward. Digital entertainment used to make up about 50% of Sea’s revenue. Now, it is 18%. Therefore, does the stock provide an attractive entry point?ValuationSea trades at 23x its forward earnings. We believe that the acceptable buying price is between $62 per share and $66 per share, which provides a comfortable margin of safety. The last time the stock traded at ~$60, the market was more conservative on Sea’s future earnings. Additionally, Sea was losing money at the time. Now, it is a cash-generating business.Data by YChartsConsensus EPS revision (Seeking Alpha)But what about Sea’s growth outlook? Despite Garena’s soft results, we still believe that Shopee and SeaMoney have a long pathway for growth. While Shopee is facing tougher competition from TikTok—likely to last at least in the near term—we see that Shopee has an advantage in logistics capabilities in an environment where customers increasingly look beyond price. This will help Sea build a sustainable, profitable business. In SeaMoney, we saw a slight uptick in the NPL ratio. But the company is focusing on improving its loan book quality, while at the same time diversifying its funding source.Thus, we believe that it makes a lot of sense to buy Sea at the current valuation. Our fair value estimate is $88 per share, which implies a 38% upside potential. If you have any thoughts, please do not hesitate to comment below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185431833755824,"gmtCreate":1686310927797,"gmtModify":1686310932013,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Huat ah..[Happy]&nbsp;","listText":"Huat ah..[Happy]&nbsp;","text":"Huat ah..[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185431833755824","repostId":"1162112624","repostType":2,"repost":{"id":"1162112624","pubTimestamp":1686306025,"share":"https://ttm.financial/m/news/1162112624?lang=&edition=fundamental","pubTime":"2023-06-09 18:20","market":"sg","language":"en","title":"Singapore Shares up 0.01% As Asian Key Bourses Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1162112624","media":"The Business Times","summary":"Singapore shares nearly missed the rally in key Asian indexes, after a choppy session on Friday (Jun","content":"<div>\n<p>Singapore shares nearly missed the rally in key Asian indexes, after a choppy session on Friday (Jun 9).The 30-blue-chip barometer, the Straits Times Index (STI) – with a 0.36 point or a mere 0.01 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-001-asian-key-bourses-rally\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Shares up 0.01% As Asian Key Bourses Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Shares up 0.01% As Asian Key Bourses Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-09 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-001-asian-key-bourses-rally><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore shares nearly missed the rally in key Asian indexes, after a choppy session on Friday (Jun 9).The 30-blue-chip barometer, the Straits Times Index (STI) – with a 0.36 point or a mere 0.01 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-001-asian-key-bourses-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-001-asian-key-bourses-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162112624","content_text":"Singapore shares nearly missed the rally in key Asian indexes, after a choppy session on Friday (Jun 9).The 30-blue-chip barometer, the Straits Times Index (STI) – with a 0.36 point or a mere 0.01 percent rise to 3,186.97 points – almost missed the regional rally. The benchmark, which has been trading range-bound this week, managed to notch a gain of 0.7 percent over the week, though.Key Asian stock markets wrapped up the last trading day of the week higher, sanguine that the United States Federal Reserve will pause the interest-rate hike next week after jobless claims in the world’s largest economy beat consensus.Stephen Innes, managing partner of SPI Asset Management, said, the Fed will likely pause at next week’s meeting. He noted that the Fed leadership has signalled that it sees pausing as the prudent course because uncertainty about the lagged effects of the rate hikes it has already delivered and the impact of tighter bank credit increase the risk of accidentally overtightening.Vishnu Varathan, head of economics and strategy for Asia and Oceania treasury at Mizuho Bank, pointed out that expectations for a near-term hike are merely whittled down, not abandoned. An 80 percent odds of a 25 basis-point hike at the Federal Reserve’s July meeting is still in place.The top STI constituent stock was Thai Beverage, which rose 3.6 percent to S$0.575. Yangzijiang Shipbuilding was at the bottom of the performance chart after declining 2.3 percent to S$1.27.Trading turnover saw 1.16 billion securities with a total value of S$1 billion transacted, with gainers beating decliners 269 to 233.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949868071,"gmtCreate":1678494948793,"gmtModify":1678494952581,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great analysis.[Anger]&nbsp;","listText":"Great analysis.[Anger]&nbsp;","text":"Great analysis.[Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949868071","repostId":"2318759548","repostType":2,"repost":{"id":"2318759548","pubTimestamp":1678489646,"share":"https://ttm.financial/m/news/2318759548?lang=&edition=fundamental","pubTime":"2023-03-11 07:07","market":"sg","language":"en","title":"S&P 500 Struggles Amidst Jobs Data Review","url":"https://stock-news.laohu8.com/highlight/detail?id=2318759548","media":"Best Stocks","summary":"S&P 500 Struggles Amidst Jobs Data Review","content":"<div>\n<p>S&P 500 Struggles Amidst Jobs Data Review</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiQGh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vc3AtNTAwLXN0cnVnZ2xlcy1hbWlkc3Qtam9icy1kYXRhLXJldmlldy_SAQA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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 Struggles Amidst Jobs Data Review</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 Struggles Amidst Jobs Data Review\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-11 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/rss/articles/CBMiQGh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vc3AtNTAwLXN0cnVnZ2xlcy1hbWlkc3Qtam9icy1kYXRhLXJldmlldy_SAQA?oc=5><strong>Best Stocks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 Struggles Amidst Jobs Data Review</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiQGh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vc3AtNTAwLXN0cnVnZ2xlcy1hbWlkc3Qtam9icy1kYXRhLXJldmlldy_SAQA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","OEX":"标普100","UPRO":"三倍做多标普500ETF","BK4588":"碎股","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","SH":"标普500反向ETF","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF"},"source_url":"https://news.google.com/rss/articles/CBMiQGh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vc3AtNTAwLXN0cnVnZ2xlcy1hbWlkc3Qtam9icy1kYXRhLXJldmlldy_SAQA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318759548","content_text":"S&P 500 Struggles Amidst Jobs Data Review","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949125151,"gmtCreate":1678447690374,"gmtModify":1678447694728,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[{"img":"https://community-static.tradeup.com/news/edf9b428d4b81ada63db87b7857a069b","width":"1080","height":"2047"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949125151","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949125015,"gmtCreate":1678447647137,"gmtModify":1678447651073,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Market starting to make sense now.","listText":"Market starting to make sense now.","text":"Market starting to make sense now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949125015","repostId":"1175648037","repostType":2,"repost":{"id":"1175648037","pubTimestamp":1678446471,"share":"https://ttm.financial/m/news/1175648037?lang=&edition=fundamental","pubTime":"2023-03-10 19:07","market":"us","language":"en","title":"BofA Sees Stocks Stuck on Fed Until Recession Evident","url":"https://stock-news.laohu8.com/highlight/detail?id=1175648037","media":"Bloomberg","summary":"US stocks hanging on Federal Reserve policy signals are boxed in a “neurotic” trading range that wil","content":"<html><head></head><body><p>US stocks hanging on Federal Reserve policy signals are boxed in a “neurotic” trading range that will only break once economic data unambiguously point to a recession, Bank of America Corp. strategists say.</p><p>The rate hikes of the past year were not a prelude to a steady Goldilocks economy that’s running neither too hot nor too cold, but instead to a “hard landing and credit events,” strategists led by Michael Hartnett wrote in a note on fund flows pointing to another risk-off week in markets.</p><p>Investors pulled $500 million from equity funds and piled $18.1 billion into cash and $8.2 billion into bonds, according to BofA citing EPFR Global data for the period through March 8. The flows emphasize worsening market sentiment this week as worries about banks’ liquidity compound those on the Fed tightening policy more than previously expected.</p><p>With US payrolls data due later today, Hartnett said another hotter-than-expected report could worsen the “crashy vibes of March.” The strategist was correctly bearish through 2022 when he warned that recession fears would fuel an exodus from stocks, although his call last month that the S&amp;P 500 would drop to 3,800 points by March 8 didn’t materialize.</p><p>Hartnett now expects the S&amp;P 500 to trade in a range that implies the benchmark will gain 7% at best from Thursday’s close, and drop about 3% at the lower end, until US jobs growth stalls and the yield curve steepens, according to the March 9 note. The bond market is doubling down on recession bets, with the US yield curve inverting earlier this week to an extent not seen since the early 1980s.</p><p>Other strategists are also sounding the warning on equities. Morgan Stanley’s Michael Wilson and JPMorgan Chase &amp; Co.’s Mislav Matejka said this week that equities stand to come under pressure beyond the first quarter as the economic and earnings outlook deteriorates.</p><p>High-Risk Stocks’ Big Revival Faces Reckoning From Policy Hawks</p><p>The S&amp;P 500 fell below its 200-day moving average on Thursday amid a banking rout as Silvergate Capital Corp. collapsed overnight and SVB Financial Group plummeted by a record amount following a stock sale to shore up losses. Equity futures signal more losses in store for Wall Street on Friday.</p><p>Among other notable flows from BofA’s report are:</p><ul><li><p>US stock funds had a fifth week of outflows at $5.2 billion, while inflows into European funds resumed</p></li><li><p>By style, money entered US small cap funds and exited from growth, value and large cap</p></li><li><p>By sector, utilities led outflows, while energy and tech had inflows of $800 million and $700 million, respectively.</p></li></ul></body></html>","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>BofA Sees Stocks Stuck on Fed Until Recession Evident</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\">\nBofA Sees Stocks Stuck on Fed Until Recession Evident\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 19:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/bofa-sees-stocks-stuck-fed-101043882.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US stocks hanging on Federal Reserve policy signals are boxed in a “neurotic” trading range that will only break once economic data unambiguously point to a recession, Bank of America Corp. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bofa-sees-stocks-stuck-fed-101043882.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/bofa-sees-stocks-stuck-fed-101043882.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175648037","content_text":"US stocks hanging on Federal Reserve policy signals are boxed in a “neurotic” trading range that will only break once economic data unambiguously point to a recession, Bank of America Corp. strategists say.The rate hikes of the past year were not a prelude to a steady Goldilocks economy that’s running neither too hot nor too cold, but instead to a “hard landing and credit events,” strategists led by Michael Hartnett wrote in a note on fund flows pointing to another risk-off week in markets.Investors pulled $500 million from equity funds and piled $18.1 billion into cash and $8.2 billion into bonds, according to BofA citing EPFR Global data for the period through March 8. The flows emphasize worsening market sentiment this week as worries about banks’ liquidity compound those on the Fed tightening policy more than previously expected.With US payrolls data due later today, Hartnett said another hotter-than-expected report could worsen the “crashy vibes of March.” The strategist was correctly bearish through 2022 when he warned that recession fears would fuel an exodus from stocks, although his call last month that the S&P 500 would drop to 3,800 points by March 8 didn’t materialize.Hartnett now expects the S&P 500 to trade in a range that implies the benchmark will gain 7% at best from Thursday’s close, and drop about 3% at the lower end, until US jobs growth stalls and the yield curve steepens, according to the March 9 note. The bond market is doubling down on recession bets, with the US yield curve inverting earlier this week to an extent not seen since the early 1980s.Other strategists are also sounding the warning on equities. Morgan Stanley’s Michael Wilson and JPMorgan Chase & Co.’s Mislav Matejka said this week that equities stand to come under pressure beyond the first quarter as the economic and earnings outlook deteriorates.High-Risk Stocks’ Big Revival Faces Reckoning From Policy HawksThe S&P 500 fell below its 200-day moving average on Thursday amid a banking rout as Silvergate Capital Corp. collapsed overnight and SVB Financial Group plummeted by a record amount following a stock sale to shore up losses. Equity futures signal more losses in store for Wall Street on Friday.Among other notable flows from BofA’s report are:US stock funds had a fifth week of outflows at $5.2 billion, while inflows into European funds resumedBy style, money entered US small cap funds and exited from growth, value and large capBy sector, utilities led outflows, while energy and tech had inflows of $800 million and $700 million, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940983773,"gmtCreate":1677646303192,"gmtModify":1677646307270,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Will February's Losers be the Winners of 2023...[Surprised]&nbsp;","listText":"Will February's Losers be the Winners of 2023...[Surprised]&nbsp;","text":"Will February's Losers be the Winners of 2023...[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940983773","repostId":"2316633306","repostType":2,"repost":{"id":"2316633306","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":1677642233,"share":"https://ttm.financial/m/news/2316633306?lang=&edition=fundamental","pubTime":"2023-03-01 11:43","market":"us","language":"en","title":"U.S. Stocks Recap in February: Who Are the Winners and Losers?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316633306","media":"Dow Jones","summary":"It could have been worse, but more than three-quarters of the stocks in the S&P 500 were down for th","content":"<html><head></head><body><p>It could have been worse, but more than three-quarters of the stocks in the S&amp;P 500 were down for the month</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/532979c62c3f04e478b0f79f46cb95a0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Intel was the worst performer in February among the components of the Dow Jones Industrial Average, with shares down 12%.</span></p><p>The euphoria of January reversed in February, with broad declines for stocks across the board as interest rates continued to rise. Bond interest rates are more attractive than they have been for decades, and investors&#39; increasing confidence that the Federal Reserve will prolong its rate increases to fight inflation has brought similar pressures to the stock market to those we saw last year.</p><p>That said, some of the stocks that were hit hardest during 2022 have continued to bounce back. For example, Tesla Inc. (TSLA) shares rose 19% in February and are now up 67% for 2023, following their 65% plunge last year. Similarly, shares of Nvidia Corp. (NVDA) were  up 19% for February and up 59% for this year, following a 50% decline in 2022.</p><p>Below is a list of February&#39;s worst- and best-performing stocks.</p><p>The S&amp;P 500 was down slightly on Feb. 28 and ended with a 2.6% decline for the month but a 3.4% increase for 2023. (All price changes in this article exclude dividends.)</p><p>Here&#39;s how the 11 sectors of the benchmark index fared:</p><p>The energy sector was the worst performer of February, while the information technology sector was the only one to show a gain.</p><p><img src=\"https://static.tigerbbs.com/70a4e505534e7ae6964444d98a5519d3\" tg-width=\"937\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/></p><p>Among the S&amp;P 500, 78% of stocks showed declines during February.</p><p>Here are the 20 worst-performing stocks in the S&amp;P 500 for the month:</p><p><img src=\"https://static.tigerbbs.com/567dd171a4f3dd278b9e9d9eb11e23be\" tg-width=\"933\" tg-height=\"1227\" referrerpolicy=\"no-referrer\"/></p><p>To accentuate the positive, here are the 10 best-performing stocks in the S&amp;P 500 during February:</p><p><img src=\"https://static.tigerbbs.com/a0ce619a6de29ba69f20398859e3014d\" tg-width=\"929\" tg-height=\"681\" referrerpolicy=\"no-referrer\"/></p><h2>The Dow 30</h2><p>The Dow Jones Industrial Average pulled back 4.2% for the month, though it was down only 1.5% for 2023. All but three of its 30 of its components declined in February:</p><p><img src=\"https://static.tigerbbs.com/b21c7bb046b151fe6e5cc4ac4537756b\" tg-width=\"941\" tg-height=\"1712\" referrerpolicy=\"no-referrer\"/></p><h2>Nasdaq-100</h2><p>The Nasdaq Composite Index fell only 1.1% in February and was up 9.4% for 2023, following its 33% drubbing during 2022.</p><p>To take a closer look at Nasdaq components, let&#39;s narrow the list down to the Nasdaq-100 Index (NDX), which includes the 100 largest nonfinancial stocks, by market capitalization, in the full Nasdaq. It is tracked by the Invesco QQQ Trust (QQQ).</p><p><img src=\"https://static.tigerbbs.com/89522e78491c3c7410d541d5c7e7f9b9\" tg-width=\"939\" tg-height=\"690\" referrerpolicy=\"no-referrer\"/></p><p>And here are the best performers for the month among the Nasdaq-100:</p><p><img src=\"https://static.tigerbbs.com/29fee6358a3616ae6fe2c888288946a3\" tg-width=\"938\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></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>U.S. Stocks Recap in February: Who Are the Winners and Losers?</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\">\nU.S. Stocks Recap in February: Who Are the Winners and Losers?\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\">2023-03-01 11:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It could have been worse, but more than three-quarters of the stocks in the S&amp;P 500 were down for the month</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/532979c62c3f04e478b0f79f46cb95a0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Intel was the worst performer in February among the components of the Dow Jones Industrial Average, with shares down 12%.</span></p><p>The euphoria of January reversed in February, with broad declines for stocks across the board as interest rates continued to rise. Bond interest rates are more attractive than they have been for decades, and investors&#39; increasing confidence that the Federal Reserve will prolong its rate increases to fight inflation has brought similar pressures to the stock market to those we saw last year.</p><p>That said, some of the stocks that were hit hardest during 2022 have continued to bounce back. For example, Tesla Inc. (TSLA) shares rose 19% in February and are now up 67% for 2023, following their 65% plunge last year. Similarly, shares of Nvidia Corp. (NVDA) were  up 19% for February and up 59% for this year, following a 50% decline in 2022.</p><p>Below is a list of February&#39;s worst- and best-performing stocks.</p><p>The S&amp;P 500 was down slightly on Feb. 28 and ended with a 2.6% decline for the month but a 3.4% increase for 2023. (All price changes in this article exclude dividends.)</p><p>Here&#39;s how the 11 sectors of the benchmark index fared:</p><p>The energy sector was the worst performer of February, while the information technology sector was the only one to show a gain.</p><p><img src=\"https://static.tigerbbs.com/70a4e505534e7ae6964444d98a5519d3\" tg-width=\"937\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/></p><p>Among the S&amp;P 500, 78% of stocks showed declines during February.</p><p>Here are the 20 worst-performing stocks in the S&amp;P 500 for the month:</p><p><img src=\"https://static.tigerbbs.com/567dd171a4f3dd278b9e9d9eb11e23be\" tg-width=\"933\" tg-height=\"1227\" referrerpolicy=\"no-referrer\"/></p><p>To accentuate the positive, here are the 10 best-performing stocks in the S&amp;P 500 during February:</p><p><img src=\"https://static.tigerbbs.com/a0ce619a6de29ba69f20398859e3014d\" tg-width=\"929\" tg-height=\"681\" referrerpolicy=\"no-referrer\"/></p><h2>The Dow 30</h2><p>The Dow Jones Industrial Average pulled back 4.2% for the month, though it was down only 1.5% for 2023. All but three of its 30 of its components declined in February:</p><p><img src=\"https://static.tigerbbs.com/b21c7bb046b151fe6e5cc4ac4537756b\" tg-width=\"941\" tg-height=\"1712\" referrerpolicy=\"no-referrer\"/></p><h2>Nasdaq-100</h2><p>The Nasdaq Composite Index fell only 1.1% in February and was up 9.4% for 2023, following its 33% drubbing during 2022.</p><p>To take a closer look at Nasdaq components, let&#39;s narrow the list down to the Nasdaq-100 Index (NDX), which includes the 100 largest nonfinancial stocks, by market capitalization, in the full Nasdaq. It is tracked by the Invesco QQQ Trust (QQQ).</p><p><img src=\"https://static.tigerbbs.com/89522e78491c3c7410d541d5c7e7f9b9\" tg-width=\"939\" tg-height=\"690\" referrerpolicy=\"no-referrer\"/></p><p>And here are the best performers for the month among the Nasdaq-100:</p><p><img src=\"https://static.tigerbbs.com/29fee6358a3616ae6fe2c888288946a3\" tg-width=\"938\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","HD":"家得宝","BK4007":"制药","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","MRNA":"Moderna, Inc.","BK4579":"人工智能","BK4550":"红杉资本持仓","NVDA":"英伟达","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC",".SPX":"S&P 500 Index","MTCH":"Match Group, Inc.","SGEN":"Seagen","LU0444971666.USD":"天利全球科技基金","LU1861558580.USD":"日兴方舟颠覆性创新基金B",".IXIC":"NASDAQ Composite","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LCID":"Lucid Group Inc","BK4551":"寇图资本持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD",".DJI":"道琼斯","CTLT":"Catalent","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4560":"网络安全概念","INTC":"英特尔","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4511":"特斯拉概念","NDX":"纳斯达克100指数","DIS":"迪士尼","BK4099":"汽车制造商","QQQ":"纳指100ETF","LU1923622614.USD":"Natixis Thematics Meta R/A USD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","CVX":"雪佛龙","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","LUMN":"Lumen Technologies","SG9999001077.SGD":"United International Growth Fund SGD","PDD":"拼多多","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","META":"Meta Platforms, Inc.","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316633306","content_text":"It could have been worse, but more than three-quarters of the stocks in the S&P 500 were down for the monthIntel was the worst performer in February among the components of the Dow Jones Industrial Average, with shares down 12%.The euphoria of January reversed in February, with broad declines for stocks across the board as interest rates continued to rise. Bond interest rates are more attractive than they have been for decades, and investors' increasing confidence that the Federal Reserve will prolong its rate increases to fight inflation has brought similar pressures to the stock market to those we saw last year.That said, some of the stocks that were hit hardest during 2022 have continued to bounce back. For example, Tesla Inc. (TSLA) shares rose 19% in February and are now up 67% for 2023, following their 65% plunge last year. Similarly, shares of Nvidia Corp. (NVDA) were  up 19% for February and up 59% for this year, following a 50% decline in 2022.Below is a list of February's worst- and best-performing stocks.The S&P 500 was down slightly on Feb. 28 and ended with a 2.6% decline for the month but a 3.4% increase for 2023. (All price changes in this article exclude dividends.)Here's how the 11 sectors of the benchmark index fared:The energy sector was the worst performer of February, while the information technology sector was the only one to show a gain.Among the S&P 500, 78% of stocks showed declines during February.Here are the 20 worst-performing stocks in the S&P 500 for the month:To accentuate the positive, here are the 10 best-performing stocks in the S&P 500 during February:The Dow 30The Dow Jones Industrial Average pulled back 4.2% for the month, though it was down only 1.5% for 2023. All but three of its 30 of its components declined in February:Nasdaq-100The Nasdaq Composite Index fell only 1.1% in February and was up 9.4% for 2023, following its 33% drubbing during 2022.To take a closer look at Nasdaq components, let's narrow the list down to the Nasdaq-100 Index (NDX), which includes the 100 largest nonfinancial stocks, by market capitalization, in the full Nasdaq. It is tracked by the Invesco QQQ Trust (QQQ).And here are the best performers for the month among the Nasdaq-100:","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955291045,"gmtCreate":1675431526187,"gmtModify":1676539002352,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Yes! The fed needs to crush this..","listText":"Yes! The fed needs to crush this..","text":"Yes! The fed needs to crush this..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955291045","repostId":"1158212560","repostType":2,"repost":{"id":"1158212560","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":1675431017,"share":"https://ttm.financial/m/news/1158212560?lang=&edition=fundamental","pubTime":"2023-02-03 21:30","market":"us","language":"en","title":"Payrolls Increased By 517,000 in January, Much Better Than 187,000 Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1158212560","media":"Tiger Newspress","summary":"The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting t","content":"<html><head></head><body><p>The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their strongest gain since July 2022.</p><p>Nonfarm payrolls increased by 517,000 for January, above the Dow Jones estimate of 187,000. The unemployment rate fell to 3.4% vs. the estimate for 3.6%.</p><p>Dow futures fall over 200 points as hot January jobs number is likely to keep the Fed in hiking mode.</p><p><img src=\"https://static.tigerbbs.com/802fc5e78c9f79d112b216f56165e7c6\" tg-width=\"1080\" tg-height=\"368\" width=\"100%\" height=\"auto\"/></p><p>Growth across a multitude of sectors helped propel the massive beat against the estimate.</p><p>Leisure and hospitality added 128,000 jobs to lead all sectors. Other significant gainers were professional and business services (82,000), government (74,000) and health care (58,000).</p><p>Wages also posted solid gains for the month. Average hourly earnings increased 0.3%, in line with the estimate, and 4.4% from a year ago, 0.1 percentage point higher than expectations.</p><p>The surge in job creation comes despite the Federal Reserve&#39;s effort to slow the economy and bring down inflation from its highest level since the early 1980s. The Fed has raised its benchmark interest rate eight times since March 2022.</p><p>In its latest assessment of the jobs picture, the Fed on Wednesday dropped previous language saying gains have been &#34;robust&#34; and noted only that the &#34;unemployment rate has remained low.&#34;</p><p>However, Chairman Jerome Powell, in his post-meeting news conference, noted the labor market &#34;remains extremely tight&#34; and is still &#34;out of balance.&#34;</p><p>Though Fed officials have expressed their intention to keep rates elevated for as long as it takes to bring down inflation, markets are betting the central bank starts cutting before the end of 2023.</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>Payrolls Increased By 517,000 in January, Much Better Than 187,000 Expected</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\">\nPayrolls Increased By 517,000 in January, Much Better Than 187,000 Expected\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\">2023-02-03 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their strongest gain since July 2022.</p><p>Nonfarm payrolls increased by 517,000 for January, above the Dow Jones estimate of 187,000. The unemployment rate fell to 3.4% vs. the estimate for 3.6%.</p><p>Dow futures fall over 200 points as hot January jobs number is likely to keep the Fed in hiking mode.</p><p><img src=\"https://static.tigerbbs.com/802fc5e78c9f79d112b216f56165e7c6\" tg-width=\"1080\" tg-height=\"368\" width=\"100%\" height=\"auto\"/></p><p>Growth across a multitude of sectors helped propel the massive beat against the estimate.</p><p>Leisure and hospitality added 128,000 jobs to lead all sectors. Other significant gainers were professional and business services (82,000), government (74,000) and health care (58,000).</p><p>Wages also posted solid gains for the month. Average hourly earnings increased 0.3%, in line with the estimate, and 4.4% from a year ago, 0.1 percentage point higher than expectations.</p><p>The surge in job creation comes despite the Federal Reserve&#39;s effort to slow the economy and bring down inflation from its highest level since the early 1980s. The Fed has raised its benchmark interest rate eight times since March 2022.</p><p>In its latest assessment of the jobs picture, the Fed on Wednesday dropped previous language saying gains have been &#34;robust&#34; and noted only that the &#34;unemployment rate has remained low.&#34;</p><p>However, Chairman Jerome Powell, in his post-meeting news conference, noted the labor market &#34;remains extremely tight&#34; and is still &#34;out of balance.&#34;</p><p>Though Fed officials have expressed their intention to keep rates elevated for as long as it takes to bring down inflation, markets are betting the central bank starts cutting before the end of 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158212560","content_text":"The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their strongest gain since July 2022.Nonfarm payrolls increased by 517,000 for January, above the Dow Jones estimate of 187,000. The unemployment rate fell to 3.4% vs. the estimate for 3.6%.Dow futures fall over 200 points as hot January jobs number is likely to keep the Fed in hiking mode.Growth across a multitude of sectors helped propel the massive beat against the estimate.Leisure and hospitality added 128,000 jobs to lead all sectors. Other significant gainers were professional and business services (82,000), government (74,000) and health care (58,000).Wages also posted solid gains for the month. Average hourly earnings increased 0.3%, in line with the estimate, and 4.4% from a year ago, 0.1 percentage point higher than expectations.The surge in job creation comes despite the Federal Reserve's effort to slow the economy and bring down inflation from its highest level since the early 1980s. The Fed has raised its benchmark interest rate eight times since March 2022.In its latest assessment of the jobs picture, the Fed on Wednesday dropped previous language saying gains have been \"robust\" and noted only that the \"unemployment rate has remained low.\"However, Chairman Jerome Powell, in his post-meeting news conference, noted the labor market \"remains extremely tight\" and is still \"out of balance.\"Though Fed officials have expressed their intention to keep rates elevated for as long as it takes to bring down inflation, markets are betting the central bank starts cutting before the end of 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985226052,"gmtCreate":1667403894776,"gmtModify":1676537912533,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Strong Job Report, tight labour market, one morereason to prolong rate hikes!","listText":"Strong Job Report, tight labour market, one morereason to prolong rate hikes!","text":"Strong Job Report, tight labour market, one morereason to prolong rate hikes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985226052","repostId":"1153287557","repostType":4,"repost":{"id":"1153287557","pubTimestamp":1667402872,"share":"https://ttm.financial/m/news/1153287557?lang=&edition=fundamental","pubTime":"2022-11-02 23:27","market":"us","language":"en","title":"Strong ADP Jobs Report Weighs on S&P, Dow, Nasdaq Ahead of Fed Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=1153287557","media":"seekingalpha","summary":"Wall Street's major indices extended their losses to a third straight day on Wednesday ahead of the ","content":"<html><head></head><body><p>Wall Street&#39;s major indices extended their losses to a third straight day on Wednesday ahead of the Federal Reserve&#39;s policy decision, as more economic data showed continued strength in the labor market and added to worries about whether the central bank would be able to temper its pace of rate hikes.</p><p>The tech-heavy Nasdaq Composite was 0.96% lower, weighed down by losses in megacap technology stocks. The benchmark S&amp;P 500 (SP500) had lost 0.52%. The blue-chip Dow (DJI) was down 0.14%, with losses capped somewhat by Verizon and Walgreens Boots Alliance.</p><p><img src=\"https://static.tigerbbs.com/d17f75ee97ad80a604834a8406c8c589\" tg-width=\"1080\" tg-height=\"496\" width=\"100%\" height=\"auto\"/></p><p>Nine of the 11 S&amp;P sectors were trading in the red, with Energy the top loser. Industrials and Utilities were the only sectors in the green.</p><p>ADP&#39;s measure of private payrolls in Oct. came in at +239K, stronger than the consensus +200K figure. The report comes a day after job openings also unexpectedly rose in September. Both sets of data pointed to continued resilience in the U.S. labor market despite the Fed&#39;s efforts to cool the economy.</p><p>&#34;Yesterday’s US job openings data reminded investors of the perils of real time information,&#34; UBS chief economist Paul Donovan wrote. &#34;There was a bounce-back in the numbers - large swings and big revisions are increasingly common. And the data does not do what it says. JOLTs data does not report job openings, it reports a fraction of job openings (and that fraction may not be stable).&#34;</p><p>The Fed&#39;s policy meeting will be the most closely watched event of the day. Fed funds futures have priced in an 88% chance of a 75 basis point raise, but investors will be more focused on Fed chief Jerome Powell&#39;s remarks after for clues on future rate hikes.</p><p>&#34;But the more important question for markets today (and where there’s considerably more doubt) is whether the Fed might signal a downshift in the pace of hikes at subsequent meetings,&#34; Deutsche Bank&#39;s Jim Reid wrote. &#34;This is a tricky balancing act for them, since any signal of a pivot risks leading to easier financial conditions that makes their job of bringing down inflation even harder.&#34;</p><p>&#34;That was what happened after the July meeting, where investors interpreted matters in a dovish light, and the Fed had to reiterate their hawkish intent, culminating in Chair Powell’s August speech at Jackson Hole,&#34; Reid said. Powell will likely &#34;leave open the prospects of another 75bp hike in December, but present a strong base case for downshifting the pace of hikes by early 2023 at the latest.&#34;</p><p>Turning to rates, the 10-year Treasury yield (US10Y) was down 2 basis point to 4.03% and the 2-year yield (US2Y) was flat at 4.54%.</p><p>In earnings news, Advanced Micro Devices gained on strong quarterly guidance. Vacation rental platform Airbnb slumped on an uncertain demand forecast. Paramount Global was the top S&amp;P 500 loser after disappointing results.</p><p>Among other active stocks, Benefitfocus was the top gainer on the Nasdaq after agreeing to be acquired by Voya Financial.</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>Strong ADP Jobs Report Weighs on S&P, Dow, Nasdaq Ahead of Fed Decision</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\">\nStrong ADP Jobs Report Weighs on S&P, Dow, Nasdaq Ahead of Fed Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3899724-sp-500-dow-jones-nasdaq-adp-jobs-report-fed-decision><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street's major indices extended their losses to a third straight day on Wednesday ahead of the Federal Reserve's policy decision, as more economic data showed continued strength in the labor ...</p>\n\n<a href=\"https://seekingalpha.com/news/3899724-sp-500-dow-jones-nasdaq-adp-jobs-report-fed-decision\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/news/3899724-sp-500-dow-jones-nasdaq-adp-jobs-report-fed-decision","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153287557","content_text":"Wall Street's major indices extended their losses to a third straight day on Wednesday ahead of the Federal Reserve's policy decision, as more economic data showed continued strength in the labor market and added to worries about whether the central bank would be able to temper its pace of rate hikes.The tech-heavy Nasdaq Composite was 0.96% lower, weighed down by losses in megacap technology stocks. The benchmark S&P 500 (SP500) had lost 0.52%. The blue-chip Dow (DJI) was down 0.14%, with losses capped somewhat by Verizon and Walgreens Boots Alliance.Nine of the 11 S&P sectors were trading in the red, with Energy the top loser. Industrials and Utilities were the only sectors in the green.ADP's measure of private payrolls in Oct. came in at +239K, stronger than the consensus +200K figure. The report comes a day after job openings also unexpectedly rose in September. Both sets of data pointed to continued resilience in the U.S. labor market despite the Fed's efforts to cool the economy.\"Yesterday’s US job openings data reminded investors of the perils of real time information,\" UBS chief economist Paul Donovan wrote. \"There was a bounce-back in the numbers - large swings and big revisions are increasingly common. And the data does not do what it says. JOLTs data does not report job openings, it reports a fraction of job openings (and that fraction may not be stable).\"The Fed's policy meeting will be the most closely watched event of the day. Fed funds futures have priced in an 88% chance of a 75 basis point raise, but investors will be more focused on Fed chief Jerome Powell's remarks after for clues on future rate hikes.\"But the more important question for markets today (and where there’s considerably more doubt) is whether the Fed might signal a downshift in the pace of hikes at subsequent meetings,\" Deutsche Bank's Jim Reid wrote. \"This is a tricky balancing act for them, since any signal of a pivot risks leading to easier financial conditions that makes their job of bringing down inflation even harder.\"\"That was what happened after the July meeting, where investors interpreted matters in a dovish light, and the Fed had to reiterate their hawkish intent, culminating in Chair Powell’s August speech at Jackson Hole,\" Reid said. Powell will likely \"leave open the prospects of another 75bp hike in December, but present a strong base case for downshifting the pace of hikes by early 2023 at the latest.\"Turning to rates, the 10-year Treasury yield (US10Y) was down 2 basis point to 4.03% and the 2-year yield (US2Y) was flat at 4.54%.In earnings news, Advanced Micro Devices gained on strong quarterly guidance. Vacation rental platform Airbnb slumped on an uncertain demand forecast. Paramount Global was the top S&P 500 loser after disappointing results.Among other active stocks, Benefitfocus was the top gainer on the Nasdaq after agreeing to be acquired by Voya Financial.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985217568,"gmtCreate":1667399365754,"gmtModify":1676537911580,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"\"Closest to saying buy\" doesn't mean buy now! Things will be clear after FOMC press conference when Powell gets ask the tough questions!","listText":"\"Closest to saying buy\" doesn't mean buy now! Things will be clear after FOMC press conference when Powell gets ask the tough questions!","text":"\"Closest to saying buy\" doesn't mean buy now! Things will be clear after FOMC press conference when Powell gets ask the tough questions!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985217568","repostId":"2280374679","repostType":4,"repost":{"id":"2280374679","pubTimestamp":1667397979,"share":"https://ttm.financial/m/news/2280374679?lang=&edition=fundamental","pubTime":"2022-11-02 22:06","market":"us","language":"en","title":"BofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017","url":"https://stock-news.laohu8.com/highlight/detail?id=2280374679","media":"Bloomberg","summary":"S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to ","content":"<html><head></head><body><ul><li>S&amp;P 500 generally rose if gauge was at present or lower levels</li><li>Sentiment signal says S&amp;P may rise to 4,500 in next 12 months</li></ul><p>(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall Street strategists’ allocation views is nearest to flashing “buy” US equities in more than five years.</p><p>“The indicator is the closest it has been to a ‘Buy’ signal since early 2017 and is closer to a ‘Buy’ signal than a ‘Sell’ signal for a sixth consecutive month,” strategists including Savita Subramanian wrote in a note dated Nov. 1. “Wall Street’s consensus equity allocation has been a reliable contrarian indicator over time.”</p><p>The bank’s equity-sentiment measure, called the Sell Side Indicator, is one of the inputs that has gone into setting its S&amp;P 500 target at 3,600 for this year and signals the equity gauge can rise to 4,500 over the next 12 months, they wrote. The stocks benchmark closed at 3,856.10 on Wednesday.</p><p>Whenever the indicator was at current levels or lower, the subsequent 12-month returns for the US equity index were positive 94% of the time -- with median gains of 22%, the strategists said.</p><p><img src=\"https://static.tigerbbs.com/2eee5a52acb669dd8b528ca23464c771\" tg-width=\"800\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/>The chants of a dovish turn in Federal Reserve’s policy have grown louder ahead of a Federal Reserve rate decision scheduled this week. The optimism has helped the S&amp;P 500 Index rebound about 8% since Oct. 12, when it closed at the lowest level since November 2020.</p><p>So far it looks like investors’ hopes of a friendlier Fed will get dashed again as chair Jerome Powell is poised to carry out a fifth-straight outsized rate hike on Wednesday.</p><p>The average recommended stock allocation among Wall Street analysts has dropped by more than 6 percentage points this year, while the proposed proportion for bonds has increased by about 5 percentage points, BofA’s Subramanian and team said.</p></body></html>","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>BofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017</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\">\nBofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to 4,500 in next 12 months(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSC":"新濠影汇",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BAC":"美国银行",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280374679","content_text":"S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to 4,500 in next 12 months(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall Street strategists’ allocation views is nearest to flashing “buy” US equities in more than five years.“The indicator is the closest it has been to a ‘Buy’ signal since early 2017 and is closer to a ‘Buy’ signal than a ‘Sell’ signal for a sixth consecutive month,” strategists including Savita Subramanian wrote in a note dated Nov. 1. “Wall Street’s consensus equity allocation has been a reliable contrarian indicator over time.”The bank’s equity-sentiment measure, called the Sell Side Indicator, is one of the inputs that has gone into setting its S&P 500 target at 3,600 for this year and signals the equity gauge can rise to 4,500 over the next 12 months, they wrote. The stocks benchmark closed at 3,856.10 on Wednesday.Whenever the indicator was at current levels or lower, the subsequent 12-month returns for the US equity index were positive 94% of the time -- with median gains of 22%, the strategists said.The chants of a dovish turn in Federal Reserve’s policy have grown louder ahead of a Federal Reserve rate decision scheduled this week. The optimism has helped the S&P 500 Index rebound about 8% since Oct. 12, when it closed at the lowest level since November 2020.So far it looks like investors’ hopes of a friendlier Fed will get dashed again as chair Jerome Powell is poised to carry out a fifth-straight outsized rate hike on Wednesday.The average recommended stock allocation among Wall Street analysts has dropped by more than 6 percentage points this year, while the proposed proportion for bonds has increased by about 5 percentage points, BofA’s Subramanian and team said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985207155,"gmtCreate":1667393083777,"gmtModify":1676537910228,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"CPI above 8%, GDP up more than 2%, these data points doesn't suggest any slowing of interest rate hike yet!","listText":"CPI above 8%, GDP up more than 2%, these data points doesn't suggest any slowing of interest rate hike yet!","text":"CPI above 8%, GDP up more than 2%, these data points doesn't suggest any slowing of interest rate hike yet!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9985207155","repostId":"1112792321","repostType":4,"repost":{"id":"1112792321","pubTimestamp":1667381375,"share":"https://ttm.financial/m/news/1112792321?lang=&edition=fundamental","pubTime":"2022-11-02 17:29","market":"hk","language":"en","title":"Fed to Hike Big Again and Open Door to Downshift","url":"https://stock-news.laohu8.com/highlight/detail?id=1112792321","media":"Bloomberg","summary":"Chair Powell faces a communications challenge at briefingFed may slow soon, but doesn’t want easy fi","content":"<html><head></head><body><ul><li>Chair Powell faces a communications challenge at briefing</li><li>Fed may slow soon, but doesn’t want easy financial conditions</li></ul><p>The Federal Reserve looks set to deliver a fourth straight super-sized rate increase with Chair Jerome Powell repeating his resolute message on inflation and opening the door to a downshift -- without necessarily pivoting yet.</p><p>The Federal Open Market Committee is expected to raise rates by 75 basis points on Wednesday to a range of 3.75 to 4%, the highest level since 2008 as the central bank extends its most aggressive tightening campaign since the 1980s.</p><p><img src=\"https://static.tigerbbs.com/63eab35bc7de9225fd55dfcd09360fb7\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>The decision will be announced at 2 p.m. in Washington and Powell will hold a press conference 30 minutes later. No fresh Fed forecasts are released at this meeting.</p><p>The central bank chief may emphasize policymakers remain steadfast in their inflation fight, while leaving options open for their gathering in mid-December, when markets are split between another big move or a shift to 50 basis points.</p><p>In July, his comments were wrongly interpreted by investors as a near-term policy pivot, with markets rallying in response, which eased financial conditions -- making it harder for the Fed to curb prices. The chair may want to avoid a misstep, even if he suggests a shift to smaller increases at upcoming meetings.</p><p>“They may want to go slower just in the interest of financial stability,” said Julia Coronado, the founder of MacroPolicy Perspectives LLC. “It’s a challenge for messaging because they don’t want to ease financial conditions significantly. They need tight financial conditions to keep cooling the economy off. So he doesn’t want to sound dovish, but he may want to go slower.”</p><p>Powell is trying to curb the hottest inflation in 40 years amid criticism he was slow to respond to rising prices last year. The hikes have roiled financial markets as investors worry the Fed could trigger a recession.</p><p>What Bloomberg Economics Says...</p><blockquote>“Less certain than today’s rate-hike is how Fed Chair Powell will communicate a potential future downshift in the rate-hike pace -- the degree of conviction, the risks around hike sizing, and implications for the terminal rate. We expect that he will present a 50-basis-point move as the base case and clarify that a downshift in the pace of rate hikes does not necessarily mean a lower terminal rate.” -- Anna Wong, Andrew Husby and Eliza Winger (economists)</blockquote><p>Wednesday’s expected move comes less than a week before midterm elections in the US, where Republicans have made high inflation a top issue and tried to pin blame on President Joe Biden and his party in Congress. Last week, two Democratic senators urged Powell to not cause unnecessary pain by raising rates too high.</p><h3>Rates</h3><p>Economists overwhelmingly predict the FOMC will raise 75 basis points, though one is looking for a step down to 50 basis points instead. Investors are close to fully pricing in 75 basis points at this Fed meeting, according to interest-rate futures markets.</p><p>The Bank of Canada unexpectedly slowed its pace of interest-rate hikes to a half point last week, though economists noted Canada’s higher share of adjustable-rate mortgages magnify the macroeconomic impact of the central bank’s rate increases.</p><h3><img src=\"https://static.tigerbbs.com/ea60d1bee5f8941daa13a7b47003ba36\" tg-width=\"724\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/>FOMC Statement</h3><p>The statement is likely to retain its pledge of “ongoing increases” in interest rates, but that could be “modestly tweaked in some way to indicate that you’re closer to the end” of hikes, said Michael Feroli, chief US economist at JPMorgan Chase &amp; Co. One option would be to say “some further increases,” he said.</p><h3><img src=\"https://static.tigerbbs.com/33a6ebb3c7ce52bb0b1b532be6744944\" tg-width=\"714\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/>Press Conference</h3><p>Powell since July has said it will be necessary to slow the pace of hikes at some point, and he’s likely to reiterate that, while leaving options open in December depending on incoming data. There will be two employment reports and two consumer-price reports before the Dec. 13-14 meeting.</p><p>“Markets want some indication that the Fed’s going to downshift,” said Drew Matus, chief market strategist with MetLife Investment Management. “This whole point of downshifting and moving to a slower pace of hikes is because you don’t know how much you have to do. So if it’s raining outside and I am driving, I am slowing down.”</p><h3>Dissents</h3><p>About a third of economists expect a dissent at the meeting. The most likely candidates would be Kansas City Fed President Esther George, who dissented in June in favor of a smaller hike, and St. Louis Fed President James Bullard, who dissented in March as a hawk.</p><h3>Balance Sheet</h3><p>The Fed is likely to reiterate its plans to shrink its massive balance sheet at a pace of $1.1 trillion a year. Economists project that will bring the balance sheet to $8.5 trillion by year end, dropping to $6.7 trillion in December 2024.</p><p>No announcement is expected on sales of mortgage-backed securities.</p><h3>Financial Stability</h3><p>A report on financial stability is likely to be presented during the meeting, according to Nomura’s economists, and Powell may be asked whether the pace of hikes and potentially a US recession could cause international spillovers or disruptions in US credit markets. Three-month Treasury yields topped the 10-year yield last week, a so-called inversion that is often seen as a signal of a recession.</p><p><img src=\"https://static.tigerbbs.com/bbb7101fc4583f8227d710c8db6c7496\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>“We are not conditioned in the US to be dealing with a 4.5% federal funds rate,” said Troy Ludtka, senior US economist at Natixis North America LLC, and there are concerns credit markets could be disrupted. “Internationally is even scarier. Europe looks terrible. China is not in recession, but I think it’s their slowest growth in a long, long time.”</p><h3>Ethics Questions</h3><p>Powell also could be asked about the latest incidents to raise questions about ethics standards at the central bank.</p><p>Atlanta Fed President Raphael Bostic recently revealed he violated central bank policy on financial transactions, leading Powell to ask the Fed’s inspector general to review his financial disclosures.</p><p>In a separate incident, Bullard last month attended a Citigroup-hosted meeting in Washington to which media were not invited and at which he discussed monetary policy. The St. Louis Fed has since said it would think differently about accepting such invitations in the future.</p></body></html>","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>Fed to Hike Big Again and Open Door to Downshift</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\">\nFed to Hike Big Again and Open Door to Downshift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-02/fed-to-hike-big-again-and-open-door-to-downshift-decision-guide><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chair Powell faces a communications challenge at briefingFed may slow soon, but doesn’t want easy financial conditionsThe Federal Reserve looks set to deliver a fourth straight super-sized rate ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-02/fed-to-hike-big-again-and-open-door-to-downshift-decision-guide\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-02/fed-to-hike-big-again-and-open-door-to-downshift-decision-guide","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112792321","content_text":"Chair Powell faces a communications challenge at briefingFed may slow soon, but doesn’t want easy financial conditionsThe Federal Reserve looks set to deliver a fourth straight super-sized rate increase with Chair Jerome Powell repeating his resolute message on inflation and opening the door to a downshift -- without necessarily pivoting yet.The Federal Open Market Committee is expected to raise rates by 75 basis points on Wednesday to a range of 3.75 to 4%, the highest level since 2008 as the central bank extends its most aggressive tightening campaign since the 1980s.The decision will be announced at 2 p.m. in Washington and Powell will hold a press conference 30 minutes later. No fresh Fed forecasts are released at this meeting.The central bank chief may emphasize policymakers remain steadfast in their inflation fight, while leaving options open for their gathering in mid-December, when markets are split between another big move or a shift to 50 basis points.In July, his comments were wrongly interpreted by investors as a near-term policy pivot, with markets rallying in response, which eased financial conditions -- making it harder for the Fed to curb prices. The chair may want to avoid a misstep, even if he suggests a shift to smaller increases at upcoming meetings.“They may want to go slower just in the interest of financial stability,” said Julia Coronado, the founder of MacroPolicy Perspectives LLC. “It’s a challenge for messaging because they don’t want to ease financial conditions significantly. They need tight financial conditions to keep cooling the economy off. So he doesn’t want to sound dovish, but he may want to go slower.”Powell is trying to curb the hottest inflation in 40 years amid criticism he was slow to respond to rising prices last year. The hikes have roiled financial markets as investors worry the Fed could trigger a recession.What Bloomberg Economics Says...“Less certain than today’s rate-hike is how Fed Chair Powell will communicate a potential future downshift in the rate-hike pace -- the degree of conviction, the risks around hike sizing, and implications for the terminal rate. We expect that he will present a 50-basis-point move as the base case and clarify that a downshift in the pace of rate hikes does not necessarily mean a lower terminal rate.” -- Anna Wong, Andrew Husby and Eliza Winger (economists)Wednesday’s expected move comes less than a week before midterm elections in the US, where Republicans have made high inflation a top issue and tried to pin blame on President Joe Biden and his party in Congress. Last week, two Democratic senators urged Powell to not cause unnecessary pain by raising rates too high.RatesEconomists overwhelmingly predict the FOMC will raise 75 basis points, though one is looking for a step down to 50 basis points instead. Investors are close to fully pricing in 75 basis points at this Fed meeting, according to interest-rate futures markets.The Bank of Canada unexpectedly slowed its pace of interest-rate hikes to a half point last week, though economists noted Canada’s higher share of adjustable-rate mortgages magnify the macroeconomic impact of the central bank’s rate increases.FOMC StatementThe statement is likely to retain its pledge of “ongoing increases” in interest rates, but that could be “modestly tweaked in some way to indicate that you’re closer to the end” of hikes, said Michael Feroli, chief US economist at JPMorgan Chase & Co. One option would be to say “some further increases,” he said.Press ConferencePowell since July has said it will be necessary to slow the pace of hikes at some point, and he’s likely to reiterate that, while leaving options open in December depending on incoming data. There will be two employment reports and two consumer-price reports before the Dec. 13-14 meeting.“Markets want some indication that the Fed’s going to downshift,” said Drew Matus, chief market strategist with MetLife Investment Management. “This whole point of downshifting and moving to a slower pace of hikes is because you don’t know how much you have to do. So if it’s raining outside and I am driving, I am slowing down.”DissentsAbout a third of economists expect a dissent at the meeting. The most likely candidates would be Kansas City Fed President Esther George, who dissented in June in favor of a smaller hike, and St. Louis Fed President James Bullard, who dissented in March as a hawk.Balance SheetThe Fed is likely to reiterate its plans to shrink its massive balance sheet at a pace of $1.1 trillion a year. Economists project that will bring the balance sheet to $8.5 trillion by year end, dropping to $6.7 trillion in December 2024.No announcement is expected on sales of mortgage-backed securities.Financial StabilityA report on financial stability is likely to be presented during the meeting, according to Nomura’s economists, and Powell may be asked whether the pace of hikes and potentially a US recession could cause international spillovers or disruptions in US credit markets. Three-month Treasury yields topped the 10-year yield last week, a so-called inversion that is often seen as a signal of a recession.“We are not conditioned in the US to be dealing with a 4.5% federal funds rate,” said Troy Ludtka, senior US economist at Natixis North America LLC, and there are concerns credit markets could be disrupted. “Internationally is even scarier. Europe looks terrible. China is not in recession, but I think it’s their slowest growth in a long, long time.”Ethics QuestionsPowell also could be asked about the latest incidents to raise questions about ethics standards at the central bank.Atlanta Fed President Raphael Bostic recently revealed he violated central bank policy on financial transactions, leading Powell to ask the Fed’s inspector general to review his financial disclosures.In a separate incident, Bullard last month attended a Citigroup-hosted meeting in Washington to which media were not invited and at which he discussed monetary policy. The St. Louis Fed has since said it would think differently about accepting such invitations in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","authorIdStr":"3575712158925738","name":"JP24","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575712158925738"},"content":"Yes.. data doesn't lie. 👍 For a pivot to occur, the CPI and Inflation rate must go down.","text":"Yes.. data doesn't lie. 👍 For a pivot to occur, the CPI and Inflation rate must go down.","html":"Yes.. data doesn't lie. 👍 For a pivot to occur, the CPI and Inflation rate must go down."}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9985207155,"gmtCreate":1667393083777,"gmtModify":1676537910228,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"CPI above 8%, GDP up more than 2%, these data points doesn't suggest any slowing of interest rate hike yet!","listText":"CPI above 8%, GDP up more than 2%, these data points doesn't suggest any slowing of interest rate hike yet!","text":"CPI above 8%, GDP up more than 2%, these data points doesn't suggest any slowing of interest rate hike yet!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9985207155","repostId":"1112792321","repostType":4,"repost":{"id":"1112792321","pubTimestamp":1667381375,"share":"https://ttm.financial/m/news/1112792321?lang=&edition=fundamental","pubTime":"2022-11-02 17:29","market":"hk","language":"en","title":"Fed to Hike Big Again and Open Door to Downshift","url":"https://stock-news.laohu8.com/highlight/detail?id=1112792321","media":"Bloomberg","summary":"Chair Powell faces a communications challenge at briefingFed may slow soon, but doesn’t want easy fi","content":"<html><head></head><body><ul><li>Chair Powell faces a communications challenge at briefing</li><li>Fed may slow soon, but doesn’t want easy financial conditions</li></ul><p>The Federal Reserve looks set to deliver a fourth straight super-sized rate increase with Chair Jerome Powell repeating his resolute message on inflation and opening the door to a downshift -- without necessarily pivoting yet.</p><p>The Federal Open Market Committee is expected to raise rates by 75 basis points on Wednesday to a range of 3.75 to 4%, the highest level since 2008 as the central bank extends its most aggressive tightening campaign since the 1980s.</p><p><img src=\"https://static.tigerbbs.com/63eab35bc7de9225fd55dfcd09360fb7\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>The decision will be announced at 2 p.m. in Washington and Powell will hold a press conference 30 minutes later. No fresh Fed forecasts are released at this meeting.</p><p>The central bank chief may emphasize policymakers remain steadfast in their inflation fight, while leaving options open for their gathering in mid-December, when markets are split between another big move or a shift to 50 basis points.</p><p>In July, his comments were wrongly interpreted by investors as a near-term policy pivot, with markets rallying in response, which eased financial conditions -- making it harder for the Fed to curb prices. The chair may want to avoid a misstep, even if he suggests a shift to smaller increases at upcoming meetings.</p><p>“They may want to go slower just in the interest of financial stability,” said Julia Coronado, the founder of MacroPolicy Perspectives LLC. “It’s a challenge for messaging because they don’t want to ease financial conditions significantly. They need tight financial conditions to keep cooling the economy off. So he doesn’t want to sound dovish, but he may want to go slower.”</p><p>Powell is trying to curb the hottest inflation in 40 years amid criticism he was slow to respond to rising prices last year. The hikes have roiled financial markets as investors worry the Fed could trigger a recession.</p><p>What Bloomberg Economics Says...</p><blockquote>“Less certain than today’s rate-hike is how Fed Chair Powell will communicate a potential future downshift in the rate-hike pace -- the degree of conviction, the risks around hike sizing, and implications for the terminal rate. We expect that he will present a 50-basis-point move as the base case and clarify that a downshift in the pace of rate hikes does not necessarily mean a lower terminal rate.” -- Anna Wong, Andrew Husby and Eliza Winger (economists)</blockquote><p>Wednesday’s expected move comes less than a week before midterm elections in the US, where Republicans have made high inflation a top issue and tried to pin blame on President Joe Biden and his party in Congress. Last week, two Democratic senators urged Powell to not cause unnecessary pain by raising rates too high.</p><h3>Rates</h3><p>Economists overwhelmingly predict the FOMC will raise 75 basis points, though one is looking for a step down to 50 basis points instead. Investors are close to fully pricing in 75 basis points at this Fed meeting, according to interest-rate futures markets.</p><p>The Bank of Canada unexpectedly slowed its pace of interest-rate hikes to a half point last week, though economists noted Canada’s higher share of adjustable-rate mortgages magnify the macroeconomic impact of the central bank’s rate increases.</p><h3><img src=\"https://static.tigerbbs.com/ea60d1bee5f8941daa13a7b47003ba36\" tg-width=\"724\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/>FOMC Statement</h3><p>The statement is likely to retain its pledge of “ongoing increases” in interest rates, but that could be “modestly tweaked in some way to indicate that you’re closer to the end” of hikes, said Michael Feroli, chief US economist at JPMorgan Chase &amp; Co. One option would be to say “some further increases,” he said.</p><h3><img src=\"https://static.tigerbbs.com/33a6ebb3c7ce52bb0b1b532be6744944\" tg-width=\"714\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/>Press Conference</h3><p>Powell since July has said it will be necessary to slow the pace of hikes at some point, and he’s likely to reiterate that, while leaving options open in December depending on incoming data. There will be two employment reports and two consumer-price reports before the Dec. 13-14 meeting.</p><p>“Markets want some indication that the Fed’s going to downshift,” said Drew Matus, chief market strategist with MetLife Investment Management. “This whole point of downshifting and moving to a slower pace of hikes is because you don’t know how much you have to do. So if it’s raining outside and I am driving, I am slowing down.”</p><h3>Dissents</h3><p>About a third of economists expect a dissent at the meeting. The most likely candidates would be Kansas City Fed President Esther George, who dissented in June in favor of a smaller hike, and St. Louis Fed President James Bullard, who dissented in March as a hawk.</p><h3>Balance Sheet</h3><p>The Fed is likely to reiterate its plans to shrink its massive balance sheet at a pace of $1.1 trillion a year. Economists project that will bring the balance sheet to $8.5 trillion by year end, dropping to $6.7 trillion in December 2024.</p><p>No announcement is expected on sales of mortgage-backed securities.</p><h3>Financial Stability</h3><p>A report on financial stability is likely to be presented during the meeting, according to Nomura’s economists, and Powell may be asked whether the pace of hikes and potentially a US recession could cause international spillovers or disruptions in US credit markets. Three-month Treasury yields topped the 10-year yield last week, a so-called inversion that is often seen as a signal of a recession.</p><p><img src=\"https://static.tigerbbs.com/bbb7101fc4583f8227d710c8db6c7496\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>“We are not conditioned in the US to be dealing with a 4.5% federal funds rate,” said Troy Ludtka, senior US economist at Natixis North America LLC, and there are concerns credit markets could be disrupted. “Internationally is even scarier. Europe looks terrible. China is not in recession, but I think it’s their slowest growth in a long, long time.”</p><h3>Ethics Questions</h3><p>Powell also could be asked about the latest incidents to raise questions about ethics standards at the central bank.</p><p>Atlanta Fed President Raphael Bostic recently revealed he violated central bank policy on financial transactions, leading Powell to ask the Fed’s inspector general to review his financial disclosures.</p><p>In a separate incident, Bullard last month attended a Citigroup-hosted meeting in Washington to which media were not invited and at which he discussed monetary policy. The St. Louis Fed has since said it would think differently about accepting such invitations in the future.</p></body></html>","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>Fed to Hike Big Again and Open Door to Downshift</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\">\nFed to Hike Big Again and Open Door to Downshift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-02/fed-to-hike-big-again-and-open-door-to-downshift-decision-guide><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chair Powell faces a communications challenge at briefingFed may slow soon, but doesn’t want easy financial conditionsThe Federal Reserve looks set to deliver a fourth straight super-sized rate ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-02/fed-to-hike-big-again-and-open-door-to-downshift-decision-guide\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-02/fed-to-hike-big-again-and-open-door-to-downshift-decision-guide","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112792321","content_text":"Chair Powell faces a communications challenge at briefingFed may slow soon, but doesn’t want easy financial conditionsThe Federal Reserve looks set to deliver a fourth straight super-sized rate increase with Chair Jerome Powell repeating his resolute message on inflation and opening the door to a downshift -- without necessarily pivoting yet.The Federal Open Market Committee is expected to raise rates by 75 basis points on Wednesday to a range of 3.75 to 4%, the highest level since 2008 as the central bank extends its most aggressive tightening campaign since the 1980s.The decision will be announced at 2 p.m. in Washington and Powell will hold a press conference 30 minutes later. No fresh Fed forecasts are released at this meeting.The central bank chief may emphasize policymakers remain steadfast in their inflation fight, while leaving options open for their gathering in mid-December, when markets are split between another big move or a shift to 50 basis points.In July, his comments were wrongly interpreted by investors as a near-term policy pivot, with markets rallying in response, which eased financial conditions -- making it harder for the Fed to curb prices. The chair may want to avoid a misstep, even if he suggests a shift to smaller increases at upcoming meetings.“They may want to go slower just in the interest of financial stability,” said Julia Coronado, the founder of MacroPolicy Perspectives LLC. “It’s a challenge for messaging because they don’t want to ease financial conditions significantly. They need tight financial conditions to keep cooling the economy off. So he doesn’t want to sound dovish, but he may want to go slower.”Powell is trying to curb the hottest inflation in 40 years amid criticism he was slow to respond to rising prices last year. The hikes have roiled financial markets as investors worry the Fed could trigger a recession.What Bloomberg Economics Says...“Less certain than today’s rate-hike is how Fed Chair Powell will communicate a potential future downshift in the rate-hike pace -- the degree of conviction, the risks around hike sizing, and implications for the terminal rate. We expect that he will present a 50-basis-point move as the base case and clarify that a downshift in the pace of rate hikes does not necessarily mean a lower terminal rate.” -- Anna Wong, Andrew Husby and Eliza Winger (economists)Wednesday’s expected move comes less than a week before midterm elections in the US, where Republicans have made high inflation a top issue and tried to pin blame on President Joe Biden and his party in Congress. Last week, two Democratic senators urged Powell to not cause unnecessary pain by raising rates too high.RatesEconomists overwhelmingly predict the FOMC will raise 75 basis points, though one is looking for a step down to 50 basis points instead. Investors are close to fully pricing in 75 basis points at this Fed meeting, according to interest-rate futures markets.The Bank of Canada unexpectedly slowed its pace of interest-rate hikes to a half point last week, though economists noted Canada’s higher share of adjustable-rate mortgages magnify the macroeconomic impact of the central bank’s rate increases.FOMC StatementThe statement is likely to retain its pledge of “ongoing increases” in interest rates, but that could be “modestly tweaked in some way to indicate that you’re closer to the end” of hikes, said Michael Feroli, chief US economist at JPMorgan Chase & Co. One option would be to say “some further increases,” he said.Press ConferencePowell since July has said it will be necessary to slow the pace of hikes at some point, and he’s likely to reiterate that, while leaving options open in December depending on incoming data. There will be two employment reports and two consumer-price reports before the Dec. 13-14 meeting.“Markets want some indication that the Fed’s going to downshift,” said Drew Matus, chief market strategist with MetLife Investment Management. “This whole point of downshifting and moving to a slower pace of hikes is because you don’t know how much you have to do. So if it’s raining outside and I am driving, I am slowing down.”DissentsAbout a third of economists expect a dissent at the meeting. The most likely candidates would be Kansas City Fed President Esther George, who dissented in June in favor of a smaller hike, and St. Louis Fed President James Bullard, who dissented in March as a hawk.Balance SheetThe Fed is likely to reiterate its plans to shrink its massive balance sheet at a pace of $1.1 trillion a year. Economists project that will bring the balance sheet to $8.5 trillion by year end, dropping to $6.7 trillion in December 2024.No announcement is expected on sales of mortgage-backed securities.Financial StabilityA report on financial stability is likely to be presented during the meeting, according to Nomura’s economists, and Powell may be asked whether the pace of hikes and potentially a US recession could cause international spillovers or disruptions in US credit markets. Three-month Treasury yields topped the 10-year yield last week, a so-called inversion that is often seen as a signal of a recession.“We are not conditioned in the US to be dealing with a 4.5% federal funds rate,” said Troy Ludtka, senior US economist at Natixis North America LLC, and there are concerns credit markets could be disrupted. “Internationally is even scarier. Europe looks terrible. China is not in recession, but I think it’s their slowest growth in a long, long time.”Ethics QuestionsPowell also could be asked about the latest incidents to raise questions about ethics standards at the central bank.Atlanta Fed President Raphael Bostic recently revealed he violated central bank policy on financial transactions, leading Powell to ask the Fed’s inspector general to review his financial disclosures.In a separate incident, Bullard last month attended a Citigroup-hosted meeting in Washington to which media were not invited and at which he discussed monetary policy. The St. Louis Fed has since said it would think differently about accepting such invitations in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","authorIdStr":"3575712158925738","name":"JP24","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575712158925738"},"content":"Yes.. data doesn't lie. 👍 For a pivot to occur, the CPI and Inflation rate must go down.","text":"Yes.. data doesn't lie. 👍 For a pivot to occur, the CPI and Inflation rate must go down.","html":"Yes.. data doesn't lie. 👍 For a pivot to occur, the CPI and Inflation rate must go down."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985217568,"gmtCreate":1667399365754,"gmtModify":1676537911580,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"\"Closest to saying buy\" doesn't mean buy now! Things will be clear after FOMC press conference when Powell gets ask the tough questions!","listText":"\"Closest to saying buy\" doesn't mean buy now! Things will be clear after FOMC press conference when Powell gets ask the tough questions!","text":"\"Closest to saying buy\" doesn't mean buy now! Things will be clear after FOMC press conference when Powell gets ask the tough questions!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985217568","repostId":"2280374679","repostType":4,"repost":{"id":"2280374679","pubTimestamp":1667397979,"share":"https://ttm.financial/m/news/2280374679?lang=&edition=fundamental","pubTime":"2022-11-02 22:06","market":"us","language":"en","title":"BofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017","url":"https://stock-news.laohu8.com/highlight/detail?id=2280374679","media":"Bloomberg","summary":"S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to ","content":"<html><head></head><body><ul><li>S&amp;P 500 generally rose if gauge was at present or lower levels</li><li>Sentiment signal says S&amp;P may rise to 4,500 in next 12 months</li></ul><p>(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall Street strategists’ allocation views is nearest to flashing “buy” US equities in more than five years.</p><p>“The indicator is the closest it has been to a ‘Buy’ signal since early 2017 and is closer to a ‘Buy’ signal than a ‘Sell’ signal for a sixth consecutive month,” strategists including Savita Subramanian wrote in a note dated Nov. 1. “Wall Street’s consensus equity allocation has been a reliable contrarian indicator over time.”</p><p>The bank’s equity-sentiment measure, called the Sell Side Indicator, is one of the inputs that has gone into setting its S&amp;P 500 target at 3,600 for this year and signals the equity gauge can rise to 4,500 over the next 12 months, they wrote. The stocks benchmark closed at 3,856.10 on Wednesday.</p><p>Whenever the indicator was at current levels or lower, the subsequent 12-month returns for the US equity index were positive 94% of the time -- with median gains of 22%, the strategists said.</p><p><img src=\"https://static.tigerbbs.com/2eee5a52acb669dd8b528ca23464c771\" tg-width=\"800\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/>The chants of a dovish turn in Federal Reserve’s policy have grown louder ahead of a Federal Reserve rate decision scheduled this week. The optimism has helped the S&amp;P 500 Index rebound about 8% since Oct. 12, when it closed at the lowest level since November 2020.</p><p>So far it looks like investors’ hopes of a friendlier Fed will get dashed again as chair Jerome Powell is poised to carry out a fifth-straight outsized rate hike on Wednesday.</p><p>The average recommended stock allocation among Wall Street analysts has dropped by more than 6 percentage points this year, while the proposed proportion for bonds has increased by about 5 percentage points, BofA’s Subramanian and team said.</p></body></html>","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>BofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017</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\">\nBofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to 4,500 in next 12 months(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSC":"新濠影汇",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BAC":"美国银行",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280374679","content_text":"S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to 4,500 in next 12 months(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall Street strategists’ allocation views is nearest to flashing “buy” US equities in more than five years.“The indicator is the closest it has been to a ‘Buy’ signal since early 2017 and is closer to a ‘Buy’ signal than a ‘Sell’ signal for a sixth consecutive month,” strategists including Savita Subramanian wrote in a note dated Nov. 1. “Wall Street’s consensus equity allocation has been a reliable contrarian indicator over time.”The bank’s equity-sentiment measure, called the Sell Side Indicator, is one of the inputs that has gone into setting its S&P 500 target at 3,600 for this year and signals the equity gauge can rise to 4,500 over the next 12 months, they wrote. The stocks benchmark closed at 3,856.10 on Wednesday.Whenever the indicator was at current levels or lower, the subsequent 12-month returns for the US equity index were positive 94% of the time -- with median gains of 22%, the strategists said.The chants of a dovish turn in Federal Reserve’s policy have grown louder ahead of a Federal Reserve rate decision scheduled this week. The optimism has helped the S&P 500 Index rebound about 8% since Oct. 12, when it closed at the lowest level since November 2020.So far it looks like investors’ hopes of a friendlier Fed will get dashed again as chair Jerome Powell is poised to carry out a fifth-straight outsized rate hike on Wednesday.The average recommended stock allocation among Wall Street analysts has dropped by more than 6 percentage points this year, while the proposed proportion for bonds has increased by about 5 percentage points, BofA’s Subramanian and team said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982432028,"gmtCreate":1667227424764,"gmtModify":1676537881095,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Dun understand, contradicting report","listText":"Dun understand, contradicting report","text":"Dun understand, contradicting report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982432028","repostId":"1169258680","repostType":4,"repost":{"id":"1169258680","pubTimestamp":1667230136,"share":"https://ttm.financial/m/news/1169258680?lang=&edition=fundamental","pubTime":"2022-10-31 23:28","market":"us","language":"en","title":"Will The Fed Push The S&P 500 Over 4000?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169258680","media":"Forbes","summary":"In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during Augu","content":"<html><head></head><body><p>In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during August the expectation is that we now enjoy a bear market rally into the end of this year.</p><p>There are several factors to support this. First positioning is extremely bearish not just in the stock market where hedge funds are holding record short levels of futures but also in the options market where a great number of put option positions have been accumulated.</p><h2>Risk appetite</h2><p>Behind this a number of risk appetite indicators are still in very risk averse territory suggesting that on balance many investors are positioned for bad news. What is interesting here is that the stock market and the bond market have effectively stopped reacting to bad news.</p><p>The earnings season has been a case in point both <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Meta or the old Facebook were severely marked down on earnings disappointments as were <a href=\"https://laohu8.com/S/GOOG\">Google</a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> during last week&#39;s critical week for tech earnings but the broad market index rallied, in particular the Dow Jones index was very strong.</p><p>This suggests that the stock market is moving on from some of the concerns it had earlier this year, also with inflation still high there are signs that bond yields are coming in from the extreme high levels of the past couple of weeks - the 10 year bond is now close to the 4% level, a level that&#39;s still painful for stocks, but it has arguably hit a recent high.</p><h2>Earnings</h2><p>Importantly the dollar has softened and in many cases this year currency markets have prefigured stress across other asset classes so the case is building for a bear market rally into the end of the year. Seasonally also November December tend to be quite a strong periods for the stock market particularly in the case of bull markets - which however this is not.</p><p>There&#39;s a number of other factors to consider this week we have the Fed meeting there were expectations of a Fed pivot or even a pause that they&#39;ll do a 50 basis point rise in interest rates and then stop and watch as the data comes in and a lot of cyclical data has been softening suggesting that the economy is beginning to slow and the Fed can expect this to have a downward pressure on consumer and service prices.</p><p>In terms of market action the most likely factor is that volatility comes down for the time being and this will hurt a lot of people playing in the options market - a lot of people who&#39;ve hedged and in turn it may have a technical upward pressure on the stock market and it would be no surprise for me to see the S&amp;P index trade up to and maybe a little bit beyond the 4000 level.</p><p>What does worry me looking out over the next six months is that in the context of a lot of geopolitical stress and growing damage to economy - not just in Europe where Germany is suffering but many emerging markets from Turkey to some across Asia Latin America the housing market in the US is that in the beginning of next year we go into a form of a credit crisis where huge levels of accumulated debt on country balance sheets company balance sheets and consumer balance sheets are troubled by the catalyst of high inflation and high interest rates and this in its own way produces a deeper economic and financial crisis and then we get some real volatility.</p></body></html>","source":"fors","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will The Fed Push The S&P 500 Over 4000?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill The Fed Push The S&P 500 Over 4000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during ...</p>\n\n<a href=\"https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169258680","content_text":"In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during August the expectation is that we now enjoy a bear market rally into the end of this year.There are several factors to support this. First positioning is extremely bearish not just in the stock market where hedge funds are holding record short levels of futures but also in the options market where a great number of put option positions have been accumulated.Risk appetiteBehind this a number of risk appetite indicators are still in very risk averse territory suggesting that on balance many investors are positioned for bad news. What is interesting here is that the stock market and the bond market have effectively stopped reacting to bad news.The earnings season has been a case in point both Amazon and Meta or the old Facebook were severely marked down on earnings disappointments as were Google and Microsoft during last week's critical week for tech earnings but the broad market index rallied, in particular the Dow Jones index was very strong.This suggests that the stock market is moving on from some of the concerns it had earlier this year, also with inflation still high there are signs that bond yields are coming in from the extreme high levels of the past couple of weeks - the 10 year bond is now close to the 4% level, a level that's still painful for stocks, but it has arguably hit a recent high.EarningsImportantly the dollar has softened and in many cases this year currency markets have prefigured stress across other asset classes so the case is building for a bear market rally into the end of the year. Seasonally also November December tend to be quite a strong periods for the stock market particularly in the case of bull markets - which however this is not.There's a number of other factors to consider this week we have the Fed meeting there were expectations of a Fed pivot or even a pause that they'll do a 50 basis point rise in interest rates and then stop and watch as the data comes in and a lot of cyclical data has been softening suggesting that the economy is beginning to slow and the Fed can expect this to have a downward pressure on consumer and service prices.In terms of market action the most likely factor is that volatility comes down for the time being and this will hurt a lot of people playing in the options market - a lot of people who've hedged and in turn it may have a technical upward pressure on the stock market and it would be no surprise for me to see the S&P index trade up to and maybe a little bit beyond the 4000 level.What does worry me looking out over the next six months is that in the context of a lot of geopolitical stress and growing damage to economy - not just in Europe where Germany is suffering but many emerging markets from Turkey to some across Asia Latin America the housing market in the US is that in the beginning of next year we go into a form of a credit crisis where huge levels of accumulated debt on country balance sheets company balance sheets and consumer balance sheets are troubled by the catalyst of high inflation and high interest rates and this in its own way produces a deeper economic and financial crisis and then we get some real volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985226052,"gmtCreate":1667403894776,"gmtModify":1676537912533,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Strong Job Report, tight labour market, one morereason to prolong rate hikes!","listText":"Strong Job Report, tight labour market, one morereason to prolong rate hikes!","text":"Strong Job Report, tight labour market, one morereason to prolong rate hikes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985226052","repostId":"1153287557","repostType":4,"repost":{"id":"1153287557","pubTimestamp":1667402872,"share":"https://ttm.financial/m/news/1153287557?lang=&edition=fundamental","pubTime":"2022-11-02 23:27","market":"us","language":"en","title":"Strong ADP Jobs Report Weighs on S&P, Dow, Nasdaq Ahead of Fed Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=1153287557","media":"seekingalpha","summary":"Wall Street's major indices extended their losses to a third straight day on Wednesday ahead of the ","content":"<html><head></head><body><p>Wall Street&#39;s major indices extended their losses to a third straight day on Wednesday ahead of the Federal Reserve&#39;s policy decision, as more economic data showed continued strength in the labor market and added to worries about whether the central bank would be able to temper its pace of rate hikes.</p><p>The tech-heavy Nasdaq Composite was 0.96% lower, weighed down by losses in megacap technology stocks. The benchmark S&amp;P 500 (SP500) had lost 0.52%. The blue-chip Dow (DJI) was down 0.14%, with losses capped somewhat by Verizon and Walgreens Boots Alliance.</p><p><img src=\"https://static.tigerbbs.com/d17f75ee97ad80a604834a8406c8c589\" tg-width=\"1080\" tg-height=\"496\" width=\"100%\" height=\"auto\"/></p><p>Nine of the 11 S&amp;P sectors were trading in the red, with Energy the top loser. Industrials and Utilities were the only sectors in the green.</p><p>ADP&#39;s measure of private payrolls in Oct. came in at +239K, stronger than the consensus +200K figure. The report comes a day after job openings also unexpectedly rose in September. Both sets of data pointed to continued resilience in the U.S. labor market despite the Fed&#39;s efforts to cool the economy.</p><p>&#34;Yesterday’s US job openings data reminded investors of the perils of real time information,&#34; UBS chief economist Paul Donovan wrote. &#34;There was a bounce-back in the numbers - large swings and big revisions are increasingly common. And the data does not do what it says. JOLTs data does not report job openings, it reports a fraction of job openings (and that fraction may not be stable).&#34;</p><p>The Fed&#39;s policy meeting will be the most closely watched event of the day. Fed funds futures have priced in an 88% chance of a 75 basis point raise, but investors will be more focused on Fed chief Jerome Powell&#39;s remarks after for clues on future rate hikes.</p><p>&#34;But the more important question for markets today (and where there’s considerably more doubt) is whether the Fed might signal a downshift in the pace of hikes at subsequent meetings,&#34; Deutsche Bank&#39;s Jim Reid wrote. &#34;This is a tricky balancing act for them, since any signal of a pivot risks leading to easier financial conditions that makes their job of bringing down inflation even harder.&#34;</p><p>&#34;That was what happened after the July meeting, where investors interpreted matters in a dovish light, and the Fed had to reiterate their hawkish intent, culminating in Chair Powell’s August speech at Jackson Hole,&#34; Reid said. Powell will likely &#34;leave open the prospects of another 75bp hike in December, but present a strong base case for downshifting the pace of hikes by early 2023 at the latest.&#34;</p><p>Turning to rates, the 10-year Treasury yield (US10Y) was down 2 basis point to 4.03% and the 2-year yield (US2Y) was flat at 4.54%.</p><p>In earnings news, Advanced Micro Devices gained on strong quarterly guidance. Vacation rental platform Airbnb slumped on an uncertain demand forecast. Paramount Global was the top S&amp;P 500 loser after disappointing results.</p><p>Among other active stocks, Benefitfocus was the top gainer on the Nasdaq after agreeing to be acquired by Voya Financial.</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>Strong ADP Jobs Report Weighs on S&P, Dow, Nasdaq Ahead of Fed Decision</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\">\nStrong ADP Jobs Report Weighs on S&P, Dow, Nasdaq Ahead of Fed Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3899724-sp-500-dow-jones-nasdaq-adp-jobs-report-fed-decision><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street's major indices extended their losses to a third straight day on Wednesday ahead of the Federal Reserve's policy decision, as more economic data showed continued strength in the labor ...</p>\n\n<a href=\"https://seekingalpha.com/news/3899724-sp-500-dow-jones-nasdaq-adp-jobs-report-fed-decision\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/news/3899724-sp-500-dow-jones-nasdaq-adp-jobs-report-fed-decision","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153287557","content_text":"Wall Street's major indices extended their losses to a third straight day on Wednesday ahead of the Federal Reserve's policy decision, as more economic data showed continued strength in the labor market and added to worries about whether the central bank would be able to temper its pace of rate hikes.The tech-heavy Nasdaq Composite was 0.96% lower, weighed down by losses in megacap technology stocks. The benchmark S&P 500 (SP500) had lost 0.52%. The blue-chip Dow (DJI) was down 0.14%, with losses capped somewhat by Verizon and Walgreens Boots Alliance.Nine of the 11 S&P sectors were trading in the red, with Energy the top loser. Industrials and Utilities were the only sectors in the green.ADP's measure of private payrolls in Oct. came in at +239K, stronger than the consensus +200K figure. The report comes a day after job openings also unexpectedly rose in September. Both sets of data pointed to continued resilience in the U.S. labor market despite the Fed's efforts to cool the economy.\"Yesterday’s US job openings data reminded investors of the perils of real time information,\" UBS chief economist Paul Donovan wrote. \"There was a bounce-back in the numbers - large swings and big revisions are increasingly common. And the data does not do what it says. JOLTs data does not report job openings, it reports a fraction of job openings (and that fraction may not be stable).\"The Fed's policy meeting will be the most closely watched event of the day. Fed funds futures have priced in an 88% chance of a 75 basis point raise, but investors will be more focused on Fed chief Jerome Powell's remarks after for clues on future rate hikes.\"But the more important question for markets today (and where there’s considerably more doubt) is whether the Fed might signal a downshift in the pace of hikes at subsequent meetings,\" Deutsche Bank's Jim Reid wrote. \"This is a tricky balancing act for them, since any signal of a pivot risks leading to easier financial conditions that makes their job of bringing down inflation even harder.\"\"That was what happened after the July meeting, where investors interpreted matters in a dovish light, and the Fed had to reiterate their hawkish intent, culminating in Chair Powell’s August speech at Jackson Hole,\" Reid said. Powell will likely \"leave open the prospects of another 75bp hike in December, but present a strong base case for downshifting the pace of hikes by early 2023 at the latest.\"Turning to rates, the 10-year Treasury yield (US10Y) was down 2 basis point to 4.03% and the 2-year yield (US2Y) was flat at 4.54%.In earnings news, Advanced Micro Devices gained on strong quarterly guidance. Vacation rental platform Airbnb slumped on an uncertain demand forecast. Paramount Global was the top S&P 500 loser after disappointing results.Among other active stocks, Benefitfocus was the top gainer on the Nasdaq after agreeing to be acquired by Voya Financial.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317842495221952,"gmtCreate":1718636753132,"gmtModify":1718636759765,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Fuyoh...","listText":"Fuyoh...","text":"Fuyoh...","images":[{"img":"https://community-static.tradeup.com/news/b5b58691d3ec68e69ea632dc7e80337b","width":"1080","height":"1610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317842495221952","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9055609709,"gmtCreate":1655260690501,"gmtModify":1676535598931,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055609709","repostId":"1114651956","repostType":2,"repost":{"id":"1114651956","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":1655259934,"share":"https://ttm.financial/m/news/1114651956?lang=&edition=fundamental","pubTime":"2022-06-15 10:25","market":"sg","language":"en","title":"Nio Shares Surged More Than 13% in Singapore and Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1114651956","media":"Tiger Newspress","summary":"Nio shares surged more than 14% in Singapore and its stock jumped more than 13% in Hong Kong.","content":"<html><head></head><body><p>Nio shares surged more than 14% in Singapore and its stock jumped more than 13% in Hong Kong.</p><p><img src=\"https://static.tigerbbs.com/6fe123ffaed3bbc1a4c89886bd88efe9\" tg-width=\"871\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e699eb7e5f2cbb05200c6831eba2bca5\" tg-width=\"871\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></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>Nio Shares Surged More Than 13% in Singapore and Hong Kong</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\">\nNio Shares Surged More Than 13% in Singapore and Hong Kong\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\">2022-06-15 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nio shares surged more than 14% in Singapore and its stock jumped more than 13% in Hong Kong.</p><p><img src=\"https://static.tigerbbs.com/6fe123ffaed3bbc1a4c89886bd88efe9\" tg-width=\"871\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e699eb7e5f2cbb05200c6831eba2bca5\" tg-width=\"871\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114651956","content_text":"Nio shares surged more than 14% in Singapore and its stock jumped more than 13% in Hong Kong.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193935286329536,"gmtCreate":1688375108910,"gmtModify":1688375113156,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193935286329536","repostId":"2348595698","repostType":2,"repost":{"id":"2348595698","pubTimestamp":1688372580,"share":"https://ttm.financial/m/news/2348595698?lang=&edition=fundamental","pubTime":"2023-07-03 16:23","market":"us","language":"en","title":"The 1-Minute Market Report July 1, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2348595698","media":"seekingalpha","summary":"cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By ke","content":"<html><body><p><figure><picture> <img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>cemagraphics</p></figcaption></figure></p> <p><em>Originally posted on July 1, 2023</em></p> <p>In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By keeping an eye on the leaders and laggards, we can get a<span> sense of where the big money is going, and where it's coming from. Of particular interest to me this week are the early signs that market participation is beginning to broaden out. If this trend continues, it will improve the durability of the rally. Details to follow.</span></p> <h2>The S&amp;P 500 rally is back on track.</h2> <p>After taking a well-deserved rest for a few days, the so-called AI Rally is back on track. This chart shows the daily closing prices for June. The pullback was brief and shallow, as the chart shows.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_June-daily-prices.png\"/> </picture><figcaption></figcaption></figure></p> <h2>June is still<span> going strong.</span> </h2> <p>After the minor pullback, June is up by 6.5%. This chart shows the monthly gains and losses for each of the last 12 months.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Monthly-returns.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The bull market is alive and well.</h2> <p>This chart highlights the 24.4% gain in the S&amp;P 500 from the October 2022 low through Friday's close. The S&amp;P 500 finished Friday, June 30 at its highest level in 15 months. The index is up 15.9% year to date and is 7.2% below its record-high close on January 3, 2022.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Bull-Run-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Major asset class performance.</h2> <p>Here is a look at the performance of the major asset classes, sorted by last week's returns. I also included the year-to-date returns as well as the returns since the October 12, 2022 low for additional context.</p> <p>The best performer last week was the EQM Blockchain Index, which is designed to measure the performance of global companies actively involved in the development and implementation of blockchain technologies. The index includes a diversified range of companies, including those engaged in blockchain applications, digital asset mining, cryptocurrency exchanges, blockchain-enabled financial services, and other related activities.</p> <p>The worst-performing asset class last week was volatility, as measured by the VIX index. VIX is a market index that measures the implied volatility of the S&amp;P 500 Index. In real-time, it represents the market's expectations for volatility over the coming 30 days. VIX closed at 13.59 on Friday, well below its long-term average of 18. A higher VIX means higher prices for options on the S&amp;P 500 index (i.e., more expensive option premiums) while a lower VIX means lower option prices or cheaper premiums. Today's low reading implies that options investors are optimistic about the near-term future.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Asset-classes-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Equity sector performance</h2> <p>For this report, I use the expanded sectors as published by Zacks. They use 16 sectors rather than the standard 11. This gives us added granularity as we survey the winners and losers.</p> <p>As an indication that the market is beginning to broaden out, 11 of the 16 sectors outperformed the S&amp;P 500 index. There was a clear rotation out of defensive sectors like Consumer Staples and Utilities and into more growth-oriented sectors like Transportation and Autos.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Sectors-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Equity group performance</h2> <p>For the groups, I separate the stocks in the S&amp;P 1500 Composite Index by shared characteristics like growth, value, size, cyclical, defensive, and domestic vs. foreign.</p> <p>As further evidence of the broadening out of the rally, Mid caps and Small caps outperformed Large caps. Growth stocks outperformed Defensive stocks. And the S&amp;P Top 7 mega-cap tech stocks took a breather.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Equity-groups-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The 10 best-performing ETFs from last week</h2> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Best-ETFs-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The 10 worst-performing ETFs from last week</h2> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Worst-ETFs-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Final thoughts</h2> <p>The market turned in a solid performance this week. Not only did the S&amp;P 500 gain 2.4%, it did so without much help from the mega-cap tech stocks. Only one of the S&amp;P 500 top 7 stocks - Apple (AAPL) - managed to outperform the index. (Apple gained 3.9% in the week.) The other 6 stocks underperformed. (Alphabet (GOOG, GOOGL) lost 2.2%.)</p> <p>The signs that more market segments are starting to participate in the rally are clear, at least for now. As the weeks and months go by, I expect to see more participation in this bull market.</p> <p><em>Are you looking for more high quality ideas? Consider joining The ZenInvestor Top 7, my Marketplace service. The Top 7 is a factor-based trading strategy. Its screening algorithm prioritizes reasonable price first, then the momentum, and finally projected earnings growth. The strategy produces 5-7 names, and rebalances every 4 weeks (13 times per year). The goal is to catch healthy companies that have gone through a rough period, and are now showing signs of making a strong comeback. Join now with a two-week free trial.</em></p> <p><em>Original Post</em></p> <div></div> <p><strong>Editor's Note:</strong> The summary bullets for this article were chosen by Seeking Alpha editors.</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>The 1-Minute Market Report July 1, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 1-Minute Market Report July 1, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By ...</p>\n\n<a href=\"https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","VIXY":"波动率短期期货指数ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","VXX":"短期VIX期货ETN","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4170":"电脑硬件、储存设备及电脑周边","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","UVXY":"1.5倍做多恐慌指数短期期货ETF","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SSO":"两倍做多标普500ETF","BK4575":"芯片概念","SDS":"两倍做空标普500ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SVXY":"0.5倍做空波动率指数短期期货ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4501":"段永平概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","UPRO":"三倍做多标普500ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SPXU":"三倍做空标普500ETF","BK4579":"人工智能",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TVIX":"二倍做多VIX波动率指数短期期权ETN","BK4573":"虚拟现实","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IVV":"标普500指数ETF","AAPL":"苹果","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2348595698","content_text":"cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By keeping an eye on the leaders and laggards, we can get a sense of where the big money is going, and where it's coming from. Of particular interest to me this week are the early signs that market participation is beginning to broaden out. If this trend continues, it will improve the durability of the rally. Details to follow. The S&P 500 rally is back on track. After taking a well-deserved rest for a few days, the so-called AI Rally is back on track. This chart shows the daily closing prices for June. The pullback was brief and shallow, as the chart shows.    June is still going strong.  After the minor pullback, June is up by 6.5%. This chart shows the monthly gains and losses for each of the last 12 months.    The bull market is alive and well. This chart highlights the 24.4% gain in the S&P 500 from the October 2022 low through Friday's close. The S&P 500 finished Friday, June 30 at its highest level in 15 months. The index is up 15.9% year to date and is 7.2% below its record-high close on January 3, 2022.    Major asset class performance. Here is a look at the performance of the major asset classes, sorted by last week's returns. I also included the year-to-date returns as well as the returns since the October 12, 2022 low for additional context. The best performer last week was the EQM Blockchain Index, which is designed to measure the performance of global companies actively involved in the development and implementation of blockchain technologies. The index includes a diversified range of companies, including those engaged in blockchain applications, digital asset mining, cryptocurrency exchanges, blockchain-enabled financial services, and other related activities. The worst-performing asset class last week was volatility, as measured by the VIX index. VIX is a market index that measures the implied volatility of the S&P 500 Index. In real-time, it represents the market's expectations for volatility over the coming 30 days. VIX closed at 13.59 on Friday, well below its long-term average of 18. A higher VIX means higher prices for options on the S&P 500 index (i.e., more expensive option premiums) while a lower VIX means lower option prices or cheaper premiums. Today's low reading implies that options investors are optimistic about the near-term future.    Equity sector performance For this report, I use the expanded sectors as published by Zacks. They use 16 sectors rather than the standard 11. This gives us added granularity as we survey the winners and losers. As an indication that the market is beginning to broaden out, 11 of the 16 sectors outperformed the S&P 500 index. There was a clear rotation out of defensive sectors like Consumer Staples and Utilities and into more growth-oriented sectors like Transportation and Autos.    Equity group performance For the groups, I separate the stocks in the S&P 1500 Composite Index by shared characteristics like growth, value, size, cyclical, defensive, and domestic vs. foreign. As further evidence of the broadening out of the rally, Mid caps and Small caps outperformed Large caps. Growth stocks outperformed Defensive stocks. And the S&P Top 7 mega-cap tech stocks took a breather.    The 10 best-performing ETFs from last week    The 10 worst-performing ETFs from last week    Final thoughts The market turned in a solid performance this week. Not only did the S&P 500 gain 2.4%, it did so without much help from the mega-cap tech stocks. Only one of the S&P 500 top 7 stocks - Apple (AAPL) - managed to outperform the index. (Apple gained 3.9% in the week.) The other 6 stocks underperformed. (Alphabet (GOOG, GOOGL) lost 2.2%.) The signs that more market segments are starting to participate in the rally are clear, at least for now. As the weeks and months go by, I expect to see more participation in this bull market. Are you looking for more high quality ideas? Consider joining The ZenInvestor Top 7, my Marketplace service. The Top 7 is a factor-based trading strategy. Its screening algorithm prioritizes reasonable price first, then the momentum, and finally projected earnings growth. The strategy produces 5-7 names, and rebalances every 4 weeks (13 times per year). The goal is to catch healthy companies that have gone through a rough period, and are now showing signs of making a strong comeback. Join now with a two-week free trial. Original Post  Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":757595114782896,"gmtCreate":1687246379447,"gmtModify":1687246382850,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/757595114782896","repostId":"1100435631","repostType":2,"repost":{"id":"1100435631","pubTimestamp":1687244400,"share":"https://ttm.financial/m/news/1100435631?lang=&edition=fundamental","pubTime":"2023-06-20 15:00","market":"us","language":"en","title":"Microsoft: Why Azure Stands To Outperform Google Cloud And AWS","url":"https://stock-news.laohu8.com/highlight/detail?id=1100435631","media":"Seeking Alpha","summary":"SummaryAWS leads in market share, but its total revenue exposure and operating margin has been decli","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>AWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud&#39;s catching up.</p></li><li><p>Azure surpasses AWS in both revenue growth and market share growth, gaining significant weight in the total revenue mix and positioning itself to capitalize on the AI revolution.</p></li><li><p>While Google Cloud has prioritized profitability and demonstrated healthy top-line growth, its market share is still relatively low compared to Azure and AWS.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b32ca0c361b9ec8acf72ccc0d321c5\" alt=\"TU IS\" title=\"TU IS\" tg-width=\"750\" tg-height=\"422\"/><span>TU IS</span></p><h2 style=\"text-align: left;\">Microsoft Azure vs. AWS vs. Google Cloud</h2><p style=\"text-align: left;\">Cloud computing has become increasingly important to enterprise companies due to the massive wave of demand in generative AI, especially since the debut of ChatGPT in November 2022. I&#39;ve seen many medias are craving to discuss the top three cloud vendors lately, namely Amazon.com, Inc. (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT). Under this AI revolution, investors want to forecast the future market leader in cloud computing. We will analyze these three companies in terms of their market share history, revenue growth, and profitability in their respective cloud divisions.</p><p style=\"text-align: left;\">According to an article from CAST AI customers choose AMZN&#39;s AWS because it offers a wide range of services and tools, making it a popular choice for many teams. However, MSFT&#39;s Azure has slightly surpassed AWS in terms of usage among enterprises, thanks to MSFT&#39;s strong relationship with this segment. Azure provides various services for enterprises, including Office 365 and Microsoft Teams, allowing organizations to combine enterprise software with cloud computing resources.</p><p style=\"text-align: left;\">Both Azure and AWS have powerful machine learning capabilities. However, Google Cloud Platform (GCP) stands out due to its extensive internal research and expertise. GCP has played a significant role in developing open-source technologies, particularly in containers and technologies like Kubernetes and Istio service mesh, which have become industry standards. GCP&#39;s culture of innovation makes it a preferred choice for startups and companies that value cutting-edge approaches and technologies. Now we will discuss their financial details to forecast who would be well-positioned to dominate the cloud vender market in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97039639337b1381a881889645e9e7a6\" alt=\"Adex.Ltd\" title=\"Adex.Ltd\" tg-width=\"640\" tg-height=\"409\"/><span>Adex.Ltd</span></p><h2 style=\"text-align: left;\">Who is the Current Market Leader</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89740fb5046e54ddb423a9dbf6fdf86e\" alt=\"Companies Model\" title=\"Companies Model\" tg-width=\"640\" tg-height=\"360\"/><span>Companies Model</span></p><p style=\"text-align: left;\">First of all, it&#39;s insightful to analyze the market exposures of the three vendors. The chart above illustrates the percentage exposure of each vendor&#39;s cloud revenue in relation to the total cloud revenue of all three vendors in each quarter. Among them, AMZN&#39;s AWS stands out with the highest revenue amount compared to GOOGL and MSFT. AWS had been maintained more than 50% of revenue exposure until last quarter, which was equivalent to the combined revenue of GOOGL and MSFT. This clearly indicates that AWS has the largest customer base and generate more revenue if we assume their prices are relative stable.</p><p style=\"text-align: left;\">Although AWS dominates the leading cloud vendor position, we clearly see its market share has been weakened in the last three years. The percentage has declined from 56.1% in 1Q CY2020 to 49.3% in 1Q CY2023. This decline implies that Azure and Google Cloud are making progress in terms of total revenue exposure as they have been gaining market share by attracting more customers.</p><p style=\"text-align: left;\">Additionally, we can see the percentage of Azure&#39;s revenue has been growing faster than Google Cloud, which implies that Azure has been more aggressive in expanding market share. I believe this is a growth tailwind for MSFT. Therefore, Although AWS currently is a market leader in the industry, it has been losing market shares to Google Cloud and Azure. Particularly, Azure has been gaining market share at a faster pace and may surpass AWS in the future.</p><h2 style=\"text-align: left;\">Who Mainly Relies on Cloud Business</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c2f8190cdcf5d791e0846cdf56859bc\" alt=\"Companies Model\" title=\"Companies Model\" tg-width=\"640\" tg-height=\"361\"/><span>Companies Model</span></p><p style=\"text-align: left;\">Regarding their revenue mix, we can see that the cloud segments of these companies have played increasingly important roles in driving their top-line growth, as all three segments have shown upward trends over the past three years. MSFT, being a pure-software company, relies heavily on its cloud segment to fuel its revenue growth, surpassing both GOOGL and AMZN. This is evident from the gray line consistently remaining above the orange and blue lines.</p><p style=\"text-align: left;\">Specifically, in 1Q CY2023, Azure&#39;s revenue accounted for 27.4% of MSFT&#39;s total revenue, which was notably higher than AWS&#39;s 16.8% and Google Cloud&#39;s 10.7%. Furthermore, the slope of the gray line is the steepest, indicating that MSFT has prioritized the expansion of its Azure business within its revenue mix. In contrast, AWS&#39;s revenue mix experienced only a slight improvement, growing from 13.5% in 1Q CY2020 to 16.8% in 1Q CY2023. This can be attributed to AWS already having a significant revenue exposure in the market, making substantial improvements more challenging to achieve.</p><p style=\"text-align: left;\">Therefore, based on these observations, we can conclude that MSFT heavily relies on Azure to drive its top-line growth.</p><h2 style=\"text-align: left;\">Who is Growing Faster</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10506f49974ea91d6b3e77af5340f673\" alt=\"Companies Model\" title=\"Companies Model\" tg-width=\"640\" tg-height=\"356\"/><span>Companies Model</span></p><p style=\"text-align: left;\">It&#39;s not surprising to see a deceleration in YoY growth for these companies over the past years, considering the high competition and potential macroeconomic challenges. The COVID-19 pandemic prompted a surge in cloud demand as workplaces shifted from physical offices to remote setups, leading to increased reliance on cloud services. During this period, the yellow line representing AMZN&#39;s AWS exhibited a positive slope in CY2020, indicating that AWS was the primary beneficiary, experiencing significant revenue growth due to higher demand compared to Azure and Google Cloud.</p><p style=\"text-align: left;\">This growth acceleration was particularly impressive considering AWS&#39;s already substantial revenue exposure. However, AWS&#39;s growth has significantly slowed down since then. In 1Q CY2023, AWS&#39;s YoY growth stood at 15.8%, which was notably lower than Azure&#39;s 27.2% and Google Cloud&#39;s 28.1%. Notably, despite Google Cloud&#39;s lower revenue exposure (17.2% compared to MSFT&#39;s 33.4% in 1Q CY2023), this suggests that the trend in Azure&#39;s revenue growth has been more resilient compared to Google Cloud. In theory, Google Cloud should have maintained a higher growth rate due to its lower revenue exposure, which provides more room for scalability. Therefore, we can conclude that the growth trend of MSFT&#39;s Azure is healthier compared to AWS and Google Cloud.</p><h2 style=\"text-align: left;\">Who is Most Profitable</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc72af767200aae7dae2c34837cdc902\" alt=\"Companies Model\" title=\"Companies Model\" tg-width=\"640\" tg-height=\"361\"/><span>Companies Model</span></p><p style=\"text-align: left;\">Before we get down to the details, I should clarify that MSFT doesn&#39;t disclose the operating margin data for Azure. As a result, it&#39;s not appropriate to directly compare the operating margin of its Intelligent Cloud segment (which includes 66% of Azure revenue) with AWS and Google Cloud. Instead, investors should focus on the overall trend of MSFT&#39;s cloud segment.</p><p style=\"text-align: left;\">Regarding profitability, both AWS and MSFT&#39;s Intelligent Cloud segment have maintained positive operating margins over the past three years. On the other hand, Google Cloud has had a negative operating margin. However, we can see that Google Cloud has shown the strongest margin expansion and reached the breakeven point in the last quarter, which is a positive sign for its cloud segment. This indicates that Google Cloud is making faster progress in terms of profitability.</p><p style=\"text-align: left;\">If we notice the orange line, we can see a significant margin contraction for AWS, starting from 35.35% in 1Q CY2022 and declining to 23.99% in 1Q CY2023. This contraction will impact AMZN&#39;s operating margin and bottom-line growth. Although we don&#39;t have operating margin data for Azure, we can see a relatively flat margin trend for its Intelligent Cloud segment over the past four quarters.</p><p style=\"text-align: left;\">Moreover, although GOOGL has been prioritizing profitability and maintaining a resilient revenue growth over the past years, Google Cloud has the smallest market share in terms of total revenue exposure, which can&#39;t directly compete with Azure and AWS. Therefore, I believe MSFT&#39;s Azure is well positioned to compete with AMZN&#39;s AWS in the coming years and has the potential to achieve market leadership in the cloud computing industry.</p><h2 style=\"text-align: left;\">Earnings Revisions</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/504dbae422ff6070924c3785bb9999bc\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"396\"/><span>Seeking Alpha</span></p><p style=\"text-align: left;\">This chart shows the street&#39;s earnings revisions on MSFT. When looking at future years beyond the current or next fiscal year, specific numbers may not be very informative. This is because near-term consensus heavily rely on companies&#39; forward outlooks. Instead, investors should pay closer attention to the overall growth trend.</p><p style=\"text-align: left;\">While there have been significant downward revisions in the 6M trend, indicating a more cautious outlook, we can see upward revisions from FY2028. This suggests that the market may be starting to factor in the potential positive impact of generative AI and cloud development in the long run. However, we haven&#39;t seen significant revisions yet. I believe the market may require a few positive quarters to confirm the anticipated AI inflection point.</p><p style=\"text-align: left;\">On a shorter-term basis, the 1M trend has been stable, indicating that the downward revisions in the near term may have reached a bottom. It&#39;s important for investors to consider that price movements in the market can react earlier and more quickly than earnings revisions. This can help explain the significant the stock&#39;s 45% rally YTD, as investors may be pricing in future expectations ahead of earnings revisions.</p><h2 style=\"text-align: left;\">Valuation</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37a0c77a40e8e3a55aef0c37225f91f0\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"235\"/><span>Seeking Alpha</span></p><p style=\"text-align: left;\">MSFT is currently trading at 35.5x P/E fwd, which is higher than GOOGL&#39;s 23x and AMZN&#39;s 82x. However, comparing P/E may not provide a complete picture. For example, AMZN&#39;s profitability issue, including margin deterioration and weak retail growth, make it less suitable for direct comparison.</p><p style=\"text-align: left;\">Instead, we can focus on the mega caps&#39; FCF profile. Looking at the chart, we can see that MSFT is trading at a P/FCF TTM of 30.5x, the highest among the group. This suggests that investors have a more optimistic outlook for MSFT&#39;s ability to generate FCF compared to GOOGL and AMZN. Being a pure software company, MSFT is expected to benefit significantly from the generative AI tailwind and cloud growth potential, resulting in higher FCF growth.</p><p style=\"text-align: left;\">However, we can&#39;t ignore the downside risk for MSFT. If the company&#39;s results fall short of market expectations, the potential selloff could be more severe. Therefore, while MSFT&#39;s higher valuation reflects positive investor sentiment, it also carries more risk of disappointed market reaction.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">In sum, although AWS maintains a leading market share, but Azure and Google Cloud are catching up. Azure has shown stronger revenue growth and market share expansion compared to Google Cloud. MSFT heavily relies on Azure for revenue growth. I admit that AWS has a larger revenue exposure but has experienced a significant growth slowdown. Moreover, Google Cloud is focused on profitability and has reached breakeven in 1Q CY2023, but its market share still remains small. Therefore, I believe that MSFT&#39;s Azure is well positioned to compete with AWS and has the growth potential for market leadership in the cloud vendor industry in the future.</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>Microsoft: Why Azure Stands To Outperform Google Cloud And AWS</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\">\nMicrosoft: Why Azure Stands To Outperform Google Cloud And AWS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-20 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4612389-microsoft-why-azure-stands-to-outperform-google-cloud-and-aws><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud's catching up.Azure surpasses AWS in both revenue growth and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4612389-microsoft-why-azure-stands-to-outperform-google-cloud-and-aws\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4612389-microsoft-why-azure-stands-to-outperform-google-cloud-and-aws","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1100435631","content_text":"SummaryAWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud's catching up.Azure surpasses AWS in both revenue growth and market share growth, gaining significant weight in the total revenue mix and positioning itself to capitalize on the AI revolution.While Google Cloud has prioritized profitability and demonstrated healthy top-line growth, its market share is still relatively low compared to Azure and AWS.TU ISMicrosoft Azure vs. AWS vs. Google CloudCloud computing has become increasingly important to enterprise companies due to the massive wave of demand in generative AI, especially since the debut of ChatGPT in November 2022. I've seen many medias are craving to discuss the top three cloud vendors lately, namely Amazon.com, Inc. (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT). Under this AI revolution, investors want to forecast the future market leader in cloud computing. We will analyze these three companies in terms of their market share history, revenue growth, and profitability in their respective cloud divisions.According to an article from CAST AI customers choose AMZN's AWS because it offers a wide range of services and tools, making it a popular choice for many teams. However, MSFT's Azure has slightly surpassed AWS in terms of usage among enterprises, thanks to MSFT's strong relationship with this segment. Azure provides various services for enterprises, including Office 365 and Microsoft Teams, allowing organizations to combine enterprise software with cloud computing resources.Both Azure and AWS have powerful machine learning capabilities. However, Google Cloud Platform (GCP) stands out due to its extensive internal research and expertise. GCP has played a significant role in developing open-source technologies, particularly in containers and technologies like Kubernetes and Istio service mesh, which have become industry standards. GCP's culture of innovation makes it a preferred choice for startups and companies that value cutting-edge approaches and technologies. Now we will discuss their financial details to forecast who would be well-positioned to dominate the cloud vender market in the future.Adex.LtdWho is the Current Market LeaderCompanies ModelFirst of all, it's insightful to analyze the market exposures of the three vendors. The chart above illustrates the percentage exposure of each vendor's cloud revenue in relation to the total cloud revenue of all three vendors in each quarter. Among them, AMZN's AWS stands out with the highest revenue amount compared to GOOGL and MSFT. AWS had been maintained more than 50% of revenue exposure until last quarter, which was equivalent to the combined revenue of GOOGL and MSFT. This clearly indicates that AWS has the largest customer base and generate more revenue if we assume their prices are relative stable.Although AWS dominates the leading cloud vendor position, we clearly see its market share has been weakened in the last three years. The percentage has declined from 56.1% in 1Q CY2020 to 49.3% in 1Q CY2023. This decline implies that Azure and Google Cloud are making progress in terms of total revenue exposure as they have been gaining market share by attracting more customers.Additionally, we can see the percentage of Azure's revenue has been growing faster than Google Cloud, which implies that Azure has been more aggressive in expanding market share. I believe this is a growth tailwind for MSFT. Therefore, Although AWS currently is a market leader in the industry, it has been losing market shares to Google Cloud and Azure. Particularly, Azure has been gaining market share at a faster pace and may surpass AWS in the future.Who Mainly Relies on Cloud BusinessCompanies ModelRegarding their revenue mix, we can see that the cloud segments of these companies have played increasingly important roles in driving their top-line growth, as all three segments have shown upward trends over the past three years. MSFT, being a pure-software company, relies heavily on its cloud segment to fuel its revenue growth, surpassing both GOOGL and AMZN. This is evident from the gray line consistently remaining above the orange and blue lines.Specifically, in 1Q CY2023, Azure's revenue accounted for 27.4% of MSFT's total revenue, which was notably higher than AWS's 16.8% and Google Cloud's 10.7%. Furthermore, the slope of the gray line is the steepest, indicating that MSFT has prioritized the expansion of its Azure business within its revenue mix. In contrast, AWS's revenue mix experienced only a slight improvement, growing from 13.5% in 1Q CY2020 to 16.8% in 1Q CY2023. This can be attributed to AWS already having a significant revenue exposure in the market, making substantial improvements more challenging to achieve.Therefore, based on these observations, we can conclude that MSFT heavily relies on Azure to drive its top-line growth.Who is Growing FasterCompanies ModelIt's not surprising to see a deceleration in YoY growth for these companies over the past years, considering the high competition and potential macroeconomic challenges. The COVID-19 pandemic prompted a surge in cloud demand as workplaces shifted from physical offices to remote setups, leading to increased reliance on cloud services. During this period, the yellow line representing AMZN's AWS exhibited a positive slope in CY2020, indicating that AWS was the primary beneficiary, experiencing significant revenue growth due to higher demand compared to Azure and Google Cloud.This growth acceleration was particularly impressive considering AWS's already substantial revenue exposure. However, AWS's growth has significantly slowed down since then. In 1Q CY2023, AWS's YoY growth stood at 15.8%, which was notably lower than Azure's 27.2% and Google Cloud's 28.1%. Notably, despite Google Cloud's lower revenue exposure (17.2% compared to MSFT's 33.4% in 1Q CY2023), this suggests that the trend in Azure's revenue growth has been more resilient compared to Google Cloud. In theory, Google Cloud should have maintained a higher growth rate due to its lower revenue exposure, which provides more room for scalability. Therefore, we can conclude that the growth trend of MSFT's Azure is healthier compared to AWS and Google Cloud.Who is Most ProfitableCompanies ModelBefore we get down to the details, I should clarify that MSFT doesn't disclose the operating margin data for Azure. As a result, it's not appropriate to directly compare the operating margin of its Intelligent Cloud segment (which includes 66% of Azure revenue) with AWS and Google Cloud. Instead, investors should focus on the overall trend of MSFT's cloud segment.Regarding profitability, both AWS and MSFT's Intelligent Cloud segment have maintained positive operating margins over the past three years. On the other hand, Google Cloud has had a negative operating margin. However, we can see that Google Cloud has shown the strongest margin expansion and reached the breakeven point in the last quarter, which is a positive sign for its cloud segment. This indicates that Google Cloud is making faster progress in terms of profitability.If we notice the orange line, we can see a significant margin contraction for AWS, starting from 35.35% in 1Q CY2022 and declining to 23.99% in 1Q CY2023. This contraction will impact AMZN's operating margin and bottom-line growth. Although we don't have operating margin data for Azure, we can see a relatively flat margin trend for its Intelligent Cloud segment over the past four quarters.Moreover, although GOOGL has been prioritizing profitability and maintaining a resilient revenue growth over the past years, Google Cloud has the smallest market share in terms of total revenue exposure, which can't directly compete with Azure and AWS. Therefore, I believe MSFT's Azure is well positioned to compete with AMZN's AWS in the coming years and has the potential to achieve market leadership in the cloud computing industry.Earnings RevisionsSeeking AlphaThis chart shows the street's earnings revisions on MSFT. When looking at future years beyond the current or next fiscal year, specific numbers may not be very informative. This is because near-term consensus heavily rely on companies' forward outlooks. Instead, investors should pay closer attention to the overall growth trend.While there have been significant downward revisions in the 6M trend, indicating a more cautious outlook, we can see upward revisions from FY2028. This suggests that the market may be starting to factor in the potential positive impact of generative AI and cloud development in the long run. However, we haven't seen significant revisions yet. I believe the market may require a few positive quarters to confirm the anticipated AI inflection point.On a shorter-term basis, the 1M trend has been stable, indicating that the downward revisions in the near term may have reached a bottom. It's important for investors to consider that price movements in the market can react earlier and more quickly than earnings revisions. This can help explain the significant the stock's 45% rally YTD, as investors may be pricing in future expectations ahead of earnings revisions.ValuationSeeking AlphaMSFT is currently trading at 35.5x P/E fwd, which is higher than GOOGL's 23x and AMZN's 82x. However, comparing P/E may not provide a complete picture. For example, AMZN's profitability issue, including margin deterioration and weak retail growth, make it less suitable for direct comparison.Instead, we can focus on the mega caps' FCF profile. Looking at the chart, we can see that MSFT is trading at a P/FCF TTM of 30.5x, the highest among the group. This suggests that investors have a more optimistic outlook for MSFT's ability to generate FCF compared to GOOGL and AMZN. Being a pure software company, MSFT is expected to benefit significantly from the generative AI tailwind and cloud growth potential, resulting in higher FCF growth.However, we can't ignore the downside risk for MSFT. If the company's results fall short of market expectations, the potential selloff could be more severe. Therefore, while MSFT's higher valuation reflects positive investor sentiment, it also carries more risk of disappointed market reaction.ConclusionIn sum, although AWS maintains a leading market share, but Azure and Google Cloud are catching up. Azure has shown stronger revenue growth and market share expansion compared to Google Cloud. MSFT heavily relies on Azure for revenue growth. I admit that AWS has a larger revenue exposure but has experienced a significant growth slowdown. Moreover, Google Cloud is focused on profitability and has reached breakeven in 1Q CY2023, but its market share still remains small. Therefore, I believe that MSFT's Azure is well positioned to compete with AWS and has the growth potential for market leadership in the cloud vendor industry in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955291045,"gmtCreate":1675431526187,"gmtModify":1676539002352,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Yes! The fed needs to crush this..","listText":"Yes! The fed needs to crush this..","text":"Yes! The fed needs to crush this..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955291045","repostId":"1158212560","repostType":2,"repost":{"id":"1158212560","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":1675431017,"share":"https://ttm.financial/m/news/1158212560?lang=&edition=fundamental","pubTime":"2023-02-03 21:30","market":"us","language":"en","title":"Payrolls Increased By 517,000 in January, Much Better Than 187,000 Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1158212560","media":"Tiger Newspress","summary":"The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting t","content":"<html><head></head><body><p>The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their strongest gain since July 2022.</p><p>Nonfarm payrolls increased by 517,000 for January, above the Dow Jones estimate of 187,000. The unemployment rate fell to 3.4% vs. the estimate for 3.6%.</p><p>Dow futures fall over 200 points as hot January jobs number is likely to keep the Fed in hiking mode.</p><p><img src=\"https://static.tigerbbs.com/802fc5e78c9f79d112b216f56165e7c6\" tg-width=\"1080\" tg-height=\"368\" width=\"100%\" height=\"auto\"/></p><p>Growth across a multitude of sectors helped propel the massive beat against the estimate.</p><p>Leisure and hospitality added 128,000 jobs to lead all sectors. Other significant gainers were professional and business services (82,000), government (74,000) and health care (58,000).</p><p>Wages also posted solid gains for the month. Average hourly earnings increased 0.3%, in line with the estimate, and 4.4% from a year ago, 0.1 percentage point higher than expectations.</p><p>The surge in job creation comes despite the Federal Reserve&#39;s effort to slow the economy and bring down inflation from its highest level since the early 1980s. The Fed has raised its benchmark interest rate eight times since March 2022.</p><p>In its latest assessment of the jobs picture, the Fed on Wednesday dropped previous language saying gains have been &#34;robust&#34; and noted only that the &#34;unemployment rate has remained low.&#34;</p><p>However, Chairman Jerome Powell, in his post-meeting news conference, noted the labor market &#34;remains extremely tight&#34; and is still &#34;out of balance.&#34;</p><p>Though Fed officials have expressed their intention to keep rates elevated for as long as it takes to bring down inflation, markets are betting the central bank starts cutting before the end of 2023.</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>Payrolls Increased By 517,000 in January, Much Better Than 187,000 Expected</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\">\nPayrolls Increased By 517,000 in January, Much Better Than 187,000 Expected\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\">2023-02-03 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their strongest gain since July 2022.</p><p>Nonfarm payrolls increased by 517,000 for January, above the Dow Jones estimate of 187,000. The unemployment rate fell to 3.4% vs. the estimate for 3.6%.</p><p>Dow futures fall over 200 points as hot January jobs number is likely to keep the Fed in hiking mode.</p><p><img src=\"https://static.tigerbbs.com/802fc5e78c9f79d112b216f56165e7c6\" tg-width=\"1080\" tg-height=\"368\" width=\"100%\" height=\"auto\"/></p><p>Growth across a multitude of sectors helped propel the massive beat against the estimate.</p><p>Leisure and hospitality added 128,000 jobs to lead all sectors. Other significant gainers were professional and business services (82,000), government (74,000) and health care (58,000).</p><p>Wages also posted solid gains for the month. Average hourly earnings increased 0.3%, in line with the estimate, and 4.4% from a year ago, 0.1 percentage point higher than expectations.</p><p>The surge in job creation comes despite the Federal Reserve&#39;s effort to slow the economy and bring down inflation from its highest level since the early 1980s. The Fed has raised its benchmark interest rate eight times since March 2022.</p><p>In its latest assessment of the jobs picture, the Fed on Wednesday dropped previous language saying gains have been &#34;robust&#34; and noted only that the &#34;unemployment rate has remained low.&#34;</p><p>However, Chairman Jerome Powell, in his post-meeting news conference, noted the labor market &#34;remains extremely tight&#34; and is still &#34;out of balance.&#34;</p><p>Though Fed officials have expressed their intention to keep rates elevated for as long as it takes to bring down inflation, markets are betting the central bank starts cutting before the end of 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158212560","content_text":"The employment picture started off 2023 on a stunningly strong note, with nonfarm payrolls posting their strongest gain since July 2022.Nonfarm payrolls increased by 517,000 for January, above the Dow Jones estimate of 187,000. The unemployment rate fell to 3.4% vs. the estimate for 3.6%.Dow futures fall over 200 points as hot January jobs number is likely to keep the Fed in hiking mode.Growth across a multitude of sectors helped propel the massive beat against the estimate.Leisure and hospitality added 128,000 jobs to lead all sectors. Other significant gainers were professional and business services (82,000), government (74,000) and health care (58,000).Wages also posted solid gains for the month. Average hourly earnings increased 0.3%, in line with the estimate, and 4.4% from a year ago, 0.1 percentage point higher than expectations.The surge in job creation comes despite the Federal Reserve's effort to slow the economy and bring down inflation from its highest level since the early 1980s. The Fed has raised its benchmark interest rate eight times since March 2022.In its latest assessment of the jobs picture, the Fed on Wednesday dropped previous language saying gains have been \"robust\" and noted only that the \"unemployment rate has remained low.\"However, Chairman Jerome Powell, in his post-meeting news conference, noted the labor market \"remains extremely tight\" and is still \"out of balance.\"Though Fed officials have expressed their intention to keep rates elevated for as long as it takes to bring down inflation, markets are betting the central bank starts cutting before the end of 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986962603,"gmtCreate":1666877801802,"gmtModify":1676537821957,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"GDP pushing US indices higher. Good opportunity for shorts.","listText":"GDP pushing US indices higher. Good opportunity for shorts.","text":"GDP pushing US indices higher. Good opportunity for shorts.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986962603","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317842568851648,"gmtCreate":1718636771107,"gmtModify":1718636775040,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Heat ah..","listText":"Heat ah..","text":"Heat ah..","images":[{"img":"https://community-static.tradeup.com/news/b5b58691d3ec68e69ea632dc7e80337b","width":"1080","height":"1610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317842568851648","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":291144904372416,"gmtCreate":1712106320240,"gmtModify":1712106323790,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Buy the pullback!!!!","listText":"Buy the pullback!!!!","text":"Buy the pullback!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291144904372416","repostId":"1152234684","repostType":2,"repost":{"id":"1152234684","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":1712064618,"share":"https://ttm.financial/m/news/1152234684?lang=&edition=fundamental","pubTime":"2024-04-02 21:30","market":"us","language":"en","title":"Dow Drops More Than 300 Points as Tough Start to Quarter Continues, Rates Climb","url":"https://stock-news.laohu8.com/highlight/detail?id=1152234684","media":"Tiger Newspress","summary":"The Dow Jones Industrial Average fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve wou","content":"<html><head></head><body><p>The Dow Jones Industrial Average fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve would cut interest rates in June.</p><p>Verve Therapeutics Inc. shares (VERV) dropped 33% morning market on Tuesday after the company paused enrollment in a clinical trial of its gene-editing treatment for heart disease.</p><p style=\"text-align: start;\">The second quarter for stocks is off to a rough start as sticky inflation data to end last week and some strong economic data Monday sends yields higher and reduces odds the Fed will cut rates in June. Oil prices also hit a five-month high on Tuesday, adding to inflationary pressures.</p><p style=\"text-align: start;\">February’s core personal consumption expenditures price index released Friday showed a 2.8% annual increase, about even with December and January’s 2.9% rate and still a ways to go from the Fed’s 2% inflation target.</p><p style=\"text-align: start;\">On Monday, the Institute for Supply Management’s manufacturing gauge showed expansion after contracting for 16 straight months. The 10-year Treasury yield was last at 4.38%, the highest in two weeks and almost the highest levels of the year. Odds for a June rate cut based on fed futures trading are now down to about 58.8%, off from about 70% a week ago. The question now is if the momentum to start 2024 can continue if the Fed stands pat on rates.</p><p style=\"text-align: start;\">Health insurers slid in the premarket after the Centers for Medicare &amp; Medicaid Services finalized the 2025 rate announcement for Medicare Advantage and prescription drug coverage. In 2025, payments from the government toward these plans are expected to rise 3.7% year over year, unchanged from an earlier proposed rate. Humana lost 9%, while UnitedHealth dropped 4% and CVS Health tumbled 5.5%.</p><p style=\"text-align: start;\">Tesla shares plunged more than 7% after publishing disappointing first-quarter deliveries.</p><p style=\"text-align: start;\">The S&amp;P 500 is coming off a 10% gain for the first quarter, its best start to a year since 2019, as investors bet that inflation would come down enough for the Fed to start cutting rates, while the economy keeps growing. The Nasdaq gained 9% in the first quarter on the back of a run in artificial intelligence-related stocks like Nvidia.</p><p style=\"text-align: start;\">On the economic front, traders will be looking for the Job Openings and Labor Turnover Survey from February, out Tuesday at 10 a.m. ET. Durable orders for February are also on deck Tuesday morning. The main event this week will be March’s big payrolls report due Friday.</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>Dow Drops More Than 300 Points as Tough Start to Quarter Continues, Rates Climb</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\">\nDow Drops More Than 300 Points as Tough Start to Quarter Continues, Rates Climb\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\">2024-04-02 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow Jones Industrial Average fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve would cut interest rates in June.</p><p>Verve Therapeutics Inc. shares (VERV) dropped 33% morning market on Tuesday after the company paused enrollment in a clinical trial of its gene-editing treatment for heart disease.</p><p style=\"text-align: start;\">The second quarter for stocks is off to a rough start as sticky inflation data to end last week and some strong economic data Monday sends yields higher and reduces odds the Fed will cut rates in June. Oil prices also hit a five-month high on Tuesday, adding to inflationary pressures.</p><p style=\"text-align: start;\">February’s core personal consumption expenditures price index released Friday showed a 2.8% annual increase, about even with December and January’s 2.9% rate and still a ways to go from the Fed’s 2% inflation target.</p><p style=\"text-align: start;\">On Monday, the Institute for Supply Management’s manufacturing gauge showed expansion after contracting for 16 straight months. The 10-year Treasury yield was last at 4.38%, the highest in two weeks and almost the highest levels of the year. Odds for a June rate cut based on fed futures trading are now down to about 58.8%, off from about 70% a week ago. The question now is if the momentum to start 2024 can continue if the Fed stands pat on rates.</p><p style=\"text-align: start;\">Health insurers slid in the premarket after the Centers for Medicare &amp; Medicaid Services finalized the 2025 rate announcement for Medicare Advantage and prescription drug coverage. In 2025, payments from the government toward these plans are expected to rise 3.7% year over year, unchanged from an earlier proposed rate. Humana lost 9%, while UnitedHealth dropped 4% and CVS Health tumbled 5.5%.</p><p style=\"text-align: start;\">Tesla shares plunged more than 7% after publishing disappointing first-quarter deliveries.</p><p style=\"text-align: start;\">The S&amp;P 500 is coming off a 10% gain for the first quarter, its best start to a year since 2019, as investors bet that inflation would come down enough for the Fed to start cutting rates, while the economy keeps growing. The Nasdaq gained 9% in the first quarter on the back of a run in artificial intelligence-related stocks like Nvidia.</p><p style=\"text-align: start;\">On the economic front, traders will be looking for the Job Openings and Labor Turnover Survey from February, out Tuesday at 10 a.m. ET. Durable orders for February are also on deck Tuesday morning. The main event this week will be March’s big payrolls report due Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152234684","content_text":"The Dow Jones Industrial Average fell for a second day, continuing Wall Street’s lackluster start to the quarter, as bond yields increased and traders lowered expectations that the Federal Reserve would cut interest rates in June.Verve Therapeutics Inc. shares (VERV) dropped 33% morning market on Tuesday after the company paused enrollment in a clinical trial of its gene-editing treatment for heart disease.The second quarter for stocks is off to a rough start as sticky inflation data to end last week and some strong economic data Monday sends yields higher and reduces odds the Fed will cut rates in June. Oil prices also hit a five-month high on Tuesday, adding to inflationary pressures.February’s core personal consumption expenditures price index released Friday showed a 2.8% annual increase, about even with December and January’s 2.9% rate and still a ways to go from the Fed’s 2% inflation target.On Monday, the Institute for Supply Management’s manufacturing gauge showed expansion after contracting for 16 straight months. The 10-year Treasury yield was last at 4.38%, the highest in two weeks and almost the highest levels of the year. Odds for a June rate cut based on fed futures trading are now down to about 58.8%, off from about 70% a week ago. The question now is if the momentum to start 2024 can continue if the Fed stands pat on rates.Health insurers slid in the premarket after the Centers for Medicare & Medicaid Services finalized the 2025 rate announcement for Medicare Advantage and prescription drug coverage. In 2025, payments from the government toward these plans are expected to rise 3.7% year over year, unchanged from an earlier proposed rate. Humana lost 9%, while UnitedHealth dropped 4% and CVS Health tumbled 5.5%.Tesla shares plunged more than 7% after publishing disappointing first-quarter deliveries.The S&P 500 is coming off a 10% gain for the first quarter, its best start to a year since 2019, as investors bet that inflation would come down enough for the Fed to start cutting rates, while the economy keeps growing. The Nasdaq gained 9% in the first quarter on the back of a run in artificial intelligence-related stocks like Nvidia.On the economic front, traders will be looking for the Job Openings and Labor Turnover Survey from February, out Tuesday at 10 a.m. ET. Durable orders for February are also on deck Tuesday morning. The main event this week will be March’s big payrolls report due Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271843237839088,"gmtCreate":1707405948917,"gmtModify":1707405953540,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Hahahahahaaaaaa","listText":"Hahahahahaaaaaa","text":"Hahahahahaaaaaa","images":[{"img":"https://community-static.tradeup.com/news/0b305354951fcad40334af11c1227065","width":"1080","height":"1450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271843237839088","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":256825134678280,"gmtCreate":1703735350198,"gmtModify":1703735353360,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256825134678280","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","authorIdStr":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859"},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197882733744208,"gmtCreate":1689345389573,"gmtModify":1689345392868,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197882733744208","repostId":"197656247345344","repostType":1,"repost":{"id":197656247345344,"gmtCreate":1689290099918,"gmtModify":1689299358368,"author":{"id":"3558908080415665","authorId":"3558908080415665","authorIdStr":"3558908080415665","name":"Alvin Chow","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558908080415665"},"themes":[],"title":"Coinbase Jumped 24% After Landmark Ruling","htmlText":"The US Government has experienced a challenging week, with significant developments in two cases. Firstly, the Federal Trade Commission (FTC) lost its legal battle against Microsoft regarding the latter's acquisition of Activision Blizzard. Secondly, the Securities and Exchange Commission (SEC) faced a setback in its case against Ripple (XRP), as the court ruled that the sale of XRP to retail investors should not be considered a security and thus does not come under the securities law. This ruling caused a surge in XRP's value, increasing by 72% in a single day. Displaying Coinbase Jumped 24% Af... Additionally, Coinbase, the prominent cryptocurrency exchange, saw a 24% increase, boosting its own prospects in an ongoing legal dispute with the SEC. Displaying Coinbase Jumped 24% Af... The i","listText":"The US Government has experienced a challenging week, with significant developments in two cases. Firstly, the Federal Trade Commission (FTC) lost its legal battle against Microsoft regarding the latter's acquisition of Activision Blizzard. Secondly, the Securities and Exchange Commission (SEC) faced a setback in its case against Ripple (XRP), as the court ruled that the sale of XRP to retail investors should not be considered a security and thus does not come under the securities law. This ruling caused a surge in XRP's value, increasing by 72% in a single day. Displaying Coinbase Jumped 24% Af... Additionally, Coinbase, the prominent cryptocurrency exchange, saw a 24% increase, boosting its own prospects in an ongoing legal dispute with the SEC. Displaying Coinbase Jumped 24% Af... The i","text":"The US Government has experienced a challenging week, with significant developments in two cases. Firstly, the Federal Trade Commission (FTC) lost its legal battle against Microsoft regarding the latter's acquisition of Activision Blizzard. Secondly, the Securities and Exchange Commission (SEC) faced a setback in its case against Ripple (XRP), as the court ruled that the sale of XRP to retail investors should not be considered a security and thus does not come under the securities law. This ruling caused a surge in XRP's value, increasing by 72% in a single day. Displaying Coinbase Jumped 24% Af... Additionally, Coinbase, the prominent cryptocurrency exchange, saw a 24% increase, boosting its own prospects in an ongoing legal dispute with the SEC. Displaying Coinbase Jumped 24% Af... The i","images":[{"img":"https://community-static.tradeup.com/news/da97625e7fafe057928504e0835dcf3a","width":"1344","height":"846"},{"img":"https://community-static.tradeup.com/news/2234c920e85cabf53791de304c1aa998","width":"1214","height":"1084"},{"img":"https://community-static.tradeup.com/news/97a079c8c9eb53ffcca560b9d8c98b39","width":"1374","height":"804"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197656247345344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193935303368936,"gmtCreate":1688375127711,"gmtModify":1688375131409,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193935303368936","repostId":"2348595698","repostType":2,"repost":{"id":"2348595698","pubTimestamp":1688372580,"share":"https://ttm.financial/m/news/2348595698?lang=&edition=fundamental","pubTime":"2023-07-03 16:23","market":"us","language":"en","title":"The 1-Minute Market Report July 1, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2348595698","media":"seekingalpha","summary":"cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By ke","content":"<html><body><p><figure><picture> <img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>cemagraphics</p></figcaption></figure></p> <p><em>Originally posted on July 1, 2023</em></p> <p>In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By keeping an eye on the leaders and laggards, we can get a<span> sense of where the big money is going, and where it's coming from. Of particular interest to me this week are the early signs that market participation is beginning to broaden out. If this trend continues, it will improve the durability of the rally. Details to follow.</span></p> <h2>The S&amp;P 500 rally is back on track.</h2> <p>After taking a well-deserved rest for a few days, the so-called AI Rally is back on track. This chart shows the daily closing prices for June. The pullback was brief and shallow, as the chart shows.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_June-daily-prices.png\"/> </picture><figcaption></figcaption></figure></p> <h2>June is still<span> going strong.</span> </h2> <p>After the minor pullback, June is up by 6.5%. This chart shows the monthly gains and losses for each of the last 12 months.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Monthly-returns.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The bull market is alive and well.</h2> <p>This chart highlights the 24.4% gain in the S&amp;P 500 from the October 2022 low through Friday's close. The S&amp;P 500 finished Friday, June 30 at its highest level in 15 months. The index is up 15.9% year to date and is 7.2% below its record-high close on January 3, 2022.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Bull-Run-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Major asset class performance.</h2> <p>Here is a look at the performance of the major asset classes, sorted by last week's returns. I also included the year-to-date returns as well as the returns since the October 12, 2022 low for additional context.</p> <p>The best performer last week was the EQM Blockchain Index, which is designed to measure the performance of global companies actively involved in the development and implementation of blockchain technologies. The index includes a diversified range of companies, including those engaged in blockchain applications, digital asset mining, cryptocurrency exchanges, blockchain-enabled financial services, and other related activities.</p> <p>The worst-performing asset class last week was volatility, as measured by the VIX index. VIX is a market index that measures the implied volatility of the S&amp;P 500 Index. In real-time, it represents the market's expectations for volatility over the coming 30 days. VIX closed at 13.59 on Friday, well below its long-term average of 18. A higher VIX means higher prices for options on the S&amp;P 500 index (i.e., more expensive option premiums) while a lower VIX means lower option prices or cheaper premiums. Today's low reading implies that options investors are optimistic about the near-term future.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Asset-classes-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Equity sector performance</h2> <p>For this report, I use the expanded sectors as published by Zacks. They use 16 sectors rather than the standard 11. This gives us added granularity as we survey the winners and losers.</p> <p>As an indication that the market is beginning to broaden out, 11 of the 16 sectors outperformed the S&amp;P 500 index. There was a clear rotation out of defensive sectors like Consumer Staples and Utilities and into more growth-oriented sectors like Transportation and Autos.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Sectors-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Equity group performance</h2> <p>For the groups, I separate the stocks in the S&amp;P 1500 Composite Index by shared characteristics like growth, value, size, cyclical, defensive, and domestic vs. foreign.</p> <p>As further evidence of the broadening out of the rally, Mid caps and Small caps outperformed Large caps. Growth stocks outperformed Defensive stocks. And the S&amp;P Top 7 mega-cap tech stocks took a breather.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Equity-groups-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The 10 best-performing ETFs from last week</h2> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Best-ETFs-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>The 10 worst-performing ETFs from last week</h2> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/7/3/saupload_Worst-ETFs-6-30-23.png\"/> </picture><figcaption></figcaption></figure></p> <h2>Final thoughts</h2> <p>The market turned in a solid performance this week. Not only did the S&amp;P 500 gain 2.4%, it did so without much help from the mega-cap tech stocks. Only one of the S&amp;P 500 top 7 stocks - Apple (AAPL) - managed to outperform the index. (Apple gained 3.9% in the week.) The other 6 stocks underperformed. (Alphabet (GOOG, GOOGL) lost 2.2%.)</p> <p>The signs that more market segments are starting to participate in the rally are clear, at least for now. As the weeks and months go by, I expect to see more participation in this bull market.</p> <p><em>Are you looking for more high quality ideas? Consider joining The ZenInvestor Top 7, my Marketplace service. The Top 7 is a factor-based trading strategy. Its screening algorithm prioritizes reasonable price first, then the momentum, and finally projected earnings growth. The strategy produces 5-7 names, and rebalances every 4 weeks (13 times per year). The goal is to catch healthy companies that have gone through a rough period, and are now showing signs of making a strong comeback. Join now with a two-week free trial.</em></p> <p><em>Original Post</em></p> <div></div> <p><strong>Editor's Note:</strong> The summary bullets for this article were chosen by Seeking Alpha editors.</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>The 1-Minute Market Report July 1, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 1-Minute Market Report July 1, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By ...</p>\n\n<a href=\"https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1416020122/image_1416020122.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","VIXY":"波动率短期期货指数ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","VXX":"短期VIX期货ETN","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4170":"电脑硬件、储存设备及电脑周边","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","UVXY":"1.5倍做多恐慌指数短期期货ETF","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SSO":"两倍做多标普500ETF","BK4575":"芯片概念","SDS":"两倍做空标普500ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SVXY":"0.5倍做空波动率指数短期期货ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4501":"段永平概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","UPRO":"三倍做多标普500ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SPXU":"三倍做空标普500ETF","BK4579":"人工智能",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TVIX":"二倍做多VIX波动率指数短期期权ETN","BK4573":"虚拟现实","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IVV":"标普500指数ETF","AAPL":"苹果","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4614884-the-1-minute-market-report-july-1-2023","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2348595698","content_text":"cemagraphics Originally posted on July 1, 2023 In today's issue of the 1-Minute Market Report, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher last week. By keeping an eye on the leaders and laggards, we can get a sense of where the big money is going, and where it's coming from. Of particular interest to me this week are the early signs that market participation is beginning to broaden out. If this trend continues, it will improve the durability of the rally. Details to follow. The S&P 500 rally is back on track. After taking a well-deserved rest for a few days, the so-called AI Rally is back on track. This chart shows the daily closing prices for June. The pullback was brief and shallow, as the chart shows.    June is still going strong.  After the minor pullback, June is up by 6.5%. This chart shows the monthly gains and losses for each of the last 12 months.    The bull market is alive and well. This chart highlights the 24.4% gain in the S&P 500 from the October 2022 low through Friday's close. The S&P 500 finished Friday, June 30 at its highest level in 15 months. The index is up 15.9% year to date and is 7.2% below its record-high close on January 3, 2022.    Major asset class performance. Here is a look at the performance of the major asset classes, sorted by last week's returns. I also included the year-to-date returns as well as the returns since the October 12, 2022 low for additional context. The best performer last week was the EQM Blockchain Index, which is designed to measure the performance of global companies actively involved in the development and implementation of blockchain technologies. The index includes a diversified range of companies, including those engaged in blockchain applications, digital asset mining, cryptocurrency exchanges, blockchain-enabled financial services, and other related activities. The worst-performing asset class last week was volatility, as measured by the VIX index. VIX is a market index that measures the implied volatility of the S&P 500 Index. In real-time, it represents the market's expectations for volatility over the coming 30 days. VIX closed at 13.59 on Friday, well below its long-term average of 18. A higher VIX means higher prices for options on the S&P 500 index (i.e., more expensive option premiums) while a lower VIX means lower option prices or cheaper premiums. Today's low reading implies that options investors are optimistic about the near-term future.    Equity sector performance For this report, I use the expanded sectors as published by Zacks. They use 16 sectors rather than the standard 11. This gives us added granularity as we survey the winners and losers. As an indication that the market is beginning to broaden out, 11 of the 16 sectors outperformed the S&P 500 index. There was a clear rotation out of defensive sectors like Consumer Staples and Utilities and into more growth-oriented sectors like Transportation and Autos.    Equity group performance For the groups, I separate the stocks in the S&P 1500 Composite Index by shared characteristics like growth, value, size, cyclical, defensive, and domestic vs. foreign. As further evidence of the broadening out of the rally, Mid caps and Small caps outperformed Large caps. Growth stocks outperformed Defensive stocks. And the S&P Top 7 mega-cap tech stocks took a breather.    The 10 best-performing ETFs from last week    The 10 worst-performing ETFs from last week    Final thoughts The market turned in a solid performance this week. Not only did the S&P 500 gain 2.4%, it did so without much help from the mega-cap tech stocks. Only one of the S&P 500 top 7 stocks - Apple (AAPL) - managed to outperform the index. (Apple gained 3.9% in the week.) The other 6 stocks underperformed. (Alphabet (GOOG, GOOGL) lost 2.2%.) The signs that more market segments are starting to participate in the rally are clear, at least for now. As the weeks and months go by, I expect to see more participation in this bull market. Are you looking for more high quality ideas? Consider joining The ZenInvestor Top 7, my Marketplace service. The Top 7 is a factor-based trading strategy. Its screening algorithm prioritizes reasonable price first, then the momentum, and finally projected earnings growth. The strategy produces 5-7 names, and rebalances every 4 weeks (13 times per year). The goal is to catch healthy companies that have gone through a rough period, and are now showing signs of making a strong comeback. Join now with a two-week free trial. Original Post  Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189229316440192,"gmtCreate":1687224086356,"gmtModify":1687224089874,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189229316440192","repostId":"189157374722064","repostType":1,"repost":{"id":189157374722064,"gmtCreate":1687186479387,"gmtModify":1687187462681,"author":{"id":"3527667646990931","authorId":"3527667646990931","authorIdStr":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667646990931"},"themes":[],"title":"Top EV ETFs for Electrifying Gains as Charging Network Expands","htmlText":"Although the United States has been slow in adopting electric vehicles (EVs), the change that is currently happening in the sector is positive. Now, all 50 states are actively working on creating a national network of EV charging stations. This means that soon, there will be more convenient and accessible charging options across the country, supporting the growth of EVs.According to Forbes, millions are being invested in the auto industry to create new high-paying jobs and support the EV market by building new manufacturing plants in conjunction with battery manufacturing and processing of electric vehicle components. Proposed vehicle emission standards by the U.S. Environmental Protection Agency (EPA) are driving market transformations.Investors can choose to invest in electric car stocks","listText":"Although the United States has been slow in adopting electric vehicles (EVs), the change that is currently happening in the sector is positive. Now, all 50 states are actively working on creating a national network of EV charging stations. This means that soon, there will be more convenient and accessible charging options across the country, supporting the growth of EVs.According to Forbes, millions are being invested in the auto industry to create new high-paying jobs and support the EV market by building new manufacturing plants in conjunction with battery manufacturing and processing of electric vehicle components. Proposed vehicle emission standards by the U.S. Environmental Protection Agency (EPA) are driving market transformations.Investors can choose to invest in electric car stocks","text":"Although the United States has been slow in adopting electric vehicles (EVs), the change that is currently happening in the sector is positive. Now, all 50 states are actively working on creating a national network of EV charging stations. This means that soon, there will be more convenient and accessible charging options across the country, supporting the growth of EVs.According to Forbes, millions are being invested in the auto industry to create new high-paying jobs and support the EV market by building new manufacturing plants in conjunction with battery manufacturing and processing of electric vehicle components. Proposed vehicle emission standards by the U.S. Environmental Protection Agency (EPA) are driving market transformations.Investors can choose to invest in electric car stocks","images":[{"img":"https://community-static.tradeup.com/news/88b30bdd7f857a9252dee8fab0c273f0","width":"278","height":"181"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189157374722064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185484441473176,"gmtCreate":1686323721168,"gmtModify":1686323725872,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185484441473176","repostId":"1162461753","repostType":2,"repost":{"id":"1162461753","pubTimestamp":1686322168,"share":"https://ttm.financial/m/news/1162461753?lang=&edition=fundamental","pubTime":"2023-06-09 22:49","market":"us","language":"en","title":"Sea Limited: Attractive Entry Point With Margin Of Safety","url":"https://stock-news.laohu8.com/highlight/detail?id=1162461753","media":"Seeking Alpha","summary":"SummarySea Limited's stock has declined 24% partly due to Garena's revenue and bookings dropping, bu","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Sea Limited&#39;s stock has declined 24% partly due to Garena&#39;s revenue and bookings dropping, but Shopee and SeaMoney still have a long pathway for growth.</p></li><li><p>Shopee faces competition from TikTok in Southeast Asia, but its investment in logistics capabilities provides an advantage in customer experience and cost efficiencies.</p></li><li><p>We saw a slight uptick in the NPL ratio. But the company is focusing on improving the quality of its loan book as well as diversifying its funding source.</p></li><li><p>Sea Limited&#39;s current valuation provides an attractive entry point, with a fair value estimate of $88 per share, implying a 38% upside potential.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd10451e91a7f82b95ea9e296a739672\" alt=\"kokkai\" title=\"kokkai\" tg-width=\"750\" tg-height=\"500\"/><span>kokkai</span></p><h2 style=\"text-align: left;\">Recap</h2><p style=\"text-align: left;\">In our <a href=\"https://seekingalpha.com/article/4595779-sea-limited-se-ample-room-for-growth-but-competition-to-stay?hasComeFromMpArticle=false&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"article\" class=\"\">article</a> titled “Sea Limited: Ample Room for Growth, But Competition Is Here to Stay,” we wrote that huge, under-penetrated e-commerce markets in Southeast Asia and Latin America would drive Sea’s (NYSE:<a href=\"https://seekingalpha.com/symbol/SE?hasComeFromMpArticle=false&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"Sea Limited\" class=\"\">SE</a>) top-line growth. Additionally, SeaMoney also has a long pathway for growth, as a large portion of the population remains underbanked or unbanked. However, while the industry is heading toward profitability, competition is here to stay. In our view, the acceptable buying price is between $62 and $66 per share, providing a comfortable margin of safety.</p><p style=\"text-align: left;\">Since we published our article, the stock has declined 24% from $79 per share to $64 per share. Shares once touched $57 per share after the 1Q23 EPS GAAP had come in below expectations at $0.15, thus pushing down the shares by <a href=\"https://seekingalpha.com/news/3972004-sea-ltd-plunges-q1-earnings-miss-estimates-e-commerce-strength?hasComeFromMpArticle=false&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"17%\" class=\"\">17%</a>. But are the 1Q23 results as bad as they appear?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4df1f5dfac2a2e86e0b6b7f9a4ceb55a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2 style=\"text-align: left;\">Beaten-Down Gaming Business Dragged Down Sea’s Revenue Growth</h2><p style=\"text-align: left;\">In 1Q23, Sea’s revenue only grew 5% (Y/Y) to $3 billion, marking a second consecutive single-digit growth rate. This was largely because Garena’s revenue and bookings were down 53% (Y/Y) and 44% (Y/Y), respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48554da743d7dd35a45729539aee61d\" alt=\"Sea&#39;s revenue growth (Company, Vektor Research)\" title=\"Sea&#39;s revenue growth (Company, Vektor Research)\" tg-width=\"569\" tg-height=\"408\"/><span>Sea&#39;s revenue growth (Company, Vektor Research)</span></p><p style=\"text-align: left;\">Indeed, quarterly active users were up, ending a two-consecutive quarterly decline. Sea’s management said that Free Fire’s monthly active users achieved “a new peak” in April and that it would “monitor closely” the trend. Moreover, the company is launching new third-party published games, namely Undawn and Black Cloud Mobile. Even so, less than 8% of the active users were paying users in 1Q23, down from the latest peak of 13%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a992bd48a5b8f0cbee1b6471aa03b9f2\" alt=\"Quarterly paying users as a % of quarterly active users (Company, Vektor Research)\" title=\"Quarterly paying users as a % of quarterly active users (Company, Vektor Research)\" tg-width=\"569\" tg-height=\"408\"/><span>Quarterly paying users as a % of quarterly active users (Company, Vektor Research)</span></p><p style=\"text-align: left;\">Further, Sea’s operating margin shrank from 10% in 4Q22 to 4% in 1Q23. This is mainly because Garena, which produces over 50% operating margin, made up a smaller portion of Sea’s EBIT. Shopee and Sea Money’s operating margins <em>actually</em> expanded to 5.6% and 20.5%, respectively. Another plus point is that the company reported a positive free cash flow during the quarter. Free cash flow margin was 17% in the quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/333aeb36adcaeb6459af106f8d79711e\" alt=\"Segments&#39; operating margin (Comapny, Vektor Research)\" title=\"Segments&#39; operating margin (Comapny, Vektor Research)\" tg-width=\"569\" tg-height=\"408\"/><span>Segments&#39; operating margin (Comapny, Vektor Research)</span></p><h2 style=\"text-align: left;\">Competition is Tougher in the E-commerce Market, But Investment in Logistics Makes a Difference</h2><p style=\"text-align: left;\">On the contrary, Shopee’s revenue grew 36% (Y/Y), and core marketplace revenue increased 54% (Y/Y). As we mentioned in our last article, the e-commerce market size is huge and remains under-penetrated, providing a long pathway for growth. Additionally, being a profitable business remains the company&#39;s focus. In Brazil, where Shopee has only been in its fourth year of operations, contribution margin loss improved to $0.34 from $1.52 a year earlier.</p><p style=\"text-align: left;\">Nevertheless, competition from TikTok in Southeast Asia is getting tougher. According to Singapore-based Cube Asia, 51% of TikTok Shop consumers in Indonesia, Thailand, and the Philippines spent less on Shopee, as <a href=\"https://www.cnbc.com/2023/05/26/tiktok-shop-a-rising-threat-to-shopee-and-lazada-in-southeast-asia.html\" title=\"cited\" class=\"\">cited</a> in CNBC. Besides already having a large user base, TikTok is offering discounts to new users as we are writing this article.</p><p style=\"text-align: left;\">When asked about competition from TikTok, the management said that the strategy is to “remain very nimble and flexible.” Please note what the management said during the last earnings call:</p><blockquote>As I shared, both for our long-term goals of expanding the profitable TAM and build strengthening our competitive, and also in the near-term to respond to market dynamics within each market, so again, <strong>we&#39;re not particularly worried about the margin</strong>. I think it&#39;s more about how we build a healthy long-term ecosystem that will maximize the long-term profitable growth of our business.</blockquote><p style=\"text-align: left;\">Our take is that aggressive moves from TikTok are likely to force established e-commerce players, including Shopee, to do more promotions and discounts to defend market share. However, just as we have seen in the past few years, promotions come at the expense of financials, and at some point, promotions will be fewer and thus the industry will be more rational.</p><p style=\"text-align: left;\">Instead, while competition from new players is basically unavoidable, existing e-commerce players have been focusing on improving their logistics capabilities. <strong>This should cut down delivery time and costs</strong>, as the company is enhancing customer experience and improving cost efficiencies. Sea’s management said that 95% of its customer base in Indonesia has been covered by the company’s delivery services, and that the company has been expanding its first and last-mile hubs in Brazil.</p><p style=\"text-align: left;\">Another example is that GoTo, an Indonesia e-commerce company, consolidated Tokopedia’s fulfillment unit and Gojek’s same-day delivery service under GoTo Logistics. &#34;Enhanced batching and routing capabilities&#34; allow the company to provide the next-day delivery service at 30% lower costs than other third-party providers, GoTo management <a href=\"https://assets.tokopedia.net/asts/PT%20GoTo%20Gojek%20Tokopedia%201Q23%20Earnings%20Call%20Transcript.pdf\" title=\"said\" class=\"\">said</a>.</p><p style=\"text-align: left;\">We believe that logistics capabilities differentiate more established players from newer players. As we are writing, TikTok Shop only has a standard shipping option (in our area), while Shopee provides various delivery options, such as same-day, next-day, or regular delivery services. In our view, TikTok is likely to continue taking market share at least in the near term. But Sea plays a long-term game by investing in its infrastructure, thus building a sustainable, profitable business. As we wrote in the last article:</p><blockquote>We believe the industry is becoming more rational, with profitability becoming the number one priority. This also triggers customers to increasingly look beyond price and prefer a better customer experience, in our view.</blockquote><h2 style=\"text-align: left;\">A Slight Uptick in NPL, But Unlikely to be An Alarming Sign</h2><p style=\"text-align: left;\">Revenue from digital financial services increased 75% (Y/Y), driven by credit business. Loans receivable remained at ~$2 billion because Sea had third-party financial institutions to fund a significant portion of its loan book. Yet, allowance for credit losses was up to $281 million from $239 million, although loans receivable was relatively flat.</p><p style=\"text-align: left;\">The management said this was because “products have expanded in terms of the features and tenure and types of loans we offer.” However, we found that allowance for credit losses as a percentage of gross loans receivable has gone north in the past few quarters. An increase or decrease in allowance typically depends on the discretion of a company’s management.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0895d05635bedc78f1733754f23de39c\" alt=\"Sea&#39;s allowance for credit losses as a % of gross loan book (Company, Vektor Research)\" title=\"Sea&#39;s allowance for credit losses as a % of gross loan book (Company, Vektor Research)\" tg-width=\"569\" tg-height=\"408\"/><span>Sea&#39;s allowance for credit losses as a % of gross loan book (Company, Vektor Research)</span></p><p style=\"text-align: left;\">Sea’s management argued that this was caused by more variety of product “features, tenure, and types of loans” and that NPL remained “very stable and low.” However, we notice that NPL of more than 90 days went up from “less than 2%” to “around 2%.” Before Sea shortened the loan write-off period, the ratio was “less than 4%” in 3Q22 and would have increased to “about 5%” in 4Q22 without the change.</p><p style=\"text-align: left;\">Nevertheless, the loan book is unlikely to grow significantly, as Sea pivoted to focus on improving the quality of its loan book and now is looking to “diversify offerings and funding sources.” Thus, we do not see such a slight uptick in the NPL ratio as an alarming sign.</p><p style=\"text-align: left;\">Overall, our thesis is playing out as expected: Shopee and SeaMoney have a long pathway for growth. Further, the lower revenue contribution from Garena means that the decline will have less impact on Sea’s revenue growth as we move forward. Digital entertainment used to make up about 50% of Sea’s revenue. Now, it is 18%. Therefore, does the stock provide an attractive entry point?</p><h2 style=\"text-align: left;\">Valuation</h2><p style=\"text-align: left;\">Sea trades at 23x its forward earnings. We believe that the acceptable buying price is between $62 per share and $66 per share, which provides a comfortable margin of safety. The last time the stock traded at ~$60, the market was more conservative on Sea’s future earnings. Additionally, Sea was losing money at the time. Now, it is a cash-generating business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82a7882203141e01f0714dd0e50b2953\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6ee8943be0db9bdfe64a008a8307e16\" alt=\"Consensus EPS revision (Seeking Alpha)\" title=\"Consensus EPS revision (Seeking Alpha)\" tg-width=\"640\" tg-height=\"387\"/><span>Consensus EPS revision (Seeking Alpha)</span></p><p style=\"text-align: left;\">But what about Sea’s growth outlook? Despite Garena’s soft results, we still believe that Shopee and SeaMoney have a long pathway for growth. While Shopee is facing tougher competition from TikTok—likely to last at least in the near term—we see that Shopee has an advantage in logistics capabilities in an environment where customers increasingly look beyond price. This will help Sea build a sustainable, profitable business. In SeaMoney, we saw a slight uptick in the NPL ratio. But the company is focusing on improving its loan book quality, while at the same time diversifying its funding source.</p><p style=\"text-align: left;\">Thus, we believe that it makes a lot of sense to buy Sea at the current valuation. Our fair value estimate is $88 per share, which implies a 38% upside potential. If you have any thoughts, please do not hesitate to comment below.</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>Sea Limited: Attractive Entry Point With Margin Of Safety</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\">\nSea Limited: Attractive Entry Point With Margin Of Safety\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-09 22:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610547-sea-limited-attractive-entry-point-with-margin-of-safety><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited's stock has declined 24% partly due to Garena's revenue and bookings dropping, but Shopee and SeaMoney still have a long pathway for growth.Shopee faces competition from TikTok in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4610547-sea-limited-attractive-entry-point-with-margin-of-safety\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4610547-sea-limited-attractive-entry-point-with-margin-of-safety","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162461753","content_text":"SummarySea Limited's stock has declined 24% partly due to Garena's revenue and bookings dropping, but Shopee and SeaMoney still have a long pathway for growth.Shopee faces competition from TikTok in Southeast Asia, but its investment in logistics capabilities provides an advantage in customer experience and cost efficiencies.We saw a slight uptick in the NPL ratio. But the company is focusing on improving the quality of its loan book as well as diversifying its funding source.Sea Limited's current valuation provides an attractive entry point, with a fair value estimate of $88 per share, implying a 38% upside potential.kokkaiRecapIn our article titled “Sea Limited: Ample Room for Growth, But Competition Is Here to Stay,” we wrote that huge, under-penetrated e-commerce markets in Southeast Asia and Latin America would drive Sea’s (NYSE:SE) top-line growth. Additionally, SeaMoney also has a long pathway for growth, as a large portion of the population remains underbanked or unbanked. However, while the industry is heading toward profitability, competition is here to stay. In our view, the acceptable buying price is between $62 and $66 per share, providing a comfortable margin of safety.Since we published our article, the stock has declined 24% from $79 per share to $64 per share. Shares once touched $57 per share after the 1Q23 EPS GAAP had come in below expectations at $0.15, thus pushing down the shares by 17%. But are the 1Q23 results as bad as they appear?Data by YChartsBeaten-Down Gaming Business Dragged Down Sea’s Revenue GrowthIn 1Q23, Sea’s revenue only grew 5% (Y/Y) to $3 billion, marking a second consecutive single-digit growth rate. This was largely because Garena’s revenue and bookings were down 53% (Y/Y) and 44% (Y/Y), respectively.Sea's revenue growth (Company, Vektor Research)Indeed, quarterly active users were up, ending a two-consecutive quarterly decline. Sea’s management said that Free Fire’s monthly active users achieved “a new peak” in April and that it would “monitor closely” the trend. Moreover, the company is launching new third-party published games, namely Undawn and Black Cloud Mobile. Even so, less than 8% of the active users were paying users in 1Q23, down from the latest peak of 13%.Quarterly paying users as a % of quarterly active users (Company, Vektor Research)Further, Sea’s operating margin shrank from 10% in 4Q22 to 4% in 1Q23. This is mainly because Garena, which produces over 50% operating margin, made up a smaller portion of Sea’s EBIT. Shopee and Sea Money’s operating margins actually expanded to 5.6% and 20.5%, respectively. Another plus point is that the company reported a positive free cash flow during the quarter. Free cash flow margin was 17% in the quarter.Segments' operating margin (Comapny, Vektor Research)Competition is Tougher in the E-commerce Market, But Investment in Logistics Makes a DifferenceOn the contrary, Shopee’s revenue grew 36% (Y/Y), and core marketplace revenue increased 54% (Y/Y). As we mentioned in our last article, the e-commerce market size is huge and remains under-penetrated, providing a long pathway for growth. Additionally, being a profitable business remains the company's focus. In Brazil, where Shopee has only been in its fourth year of operations, contribution margin loss improved to $0.34 from $1.52 a year earlier.Nevertheless, competition from TikTok in Southeast Asia is getting tougher. According to Singapore-based Cube Asia, 51% of TikTok Shop consumers in Indonesia, Thailand, and the Philippines spent less on Shopee, as cited in CNBC. Besides already having a large user base, TikTok is offering discounts to new users as we are writing this article.When asked about competition from TikTok, the management said that the strategy is to “remain very nimble and flexible.” Please note what the management said during the last earnings call:As I shared, both for our long-term goals of expanding the profitable TAM and build strengthening our competitive, and also in the near-term to respond to market dynamics within each market, so again, we're not particularly worried about the margin. I think it's more about how we build a healthy long-term ecosystem that will maximize the long-term profitable growth of our business.Our take is that aggressive moves from TikTok are likely to force established e-commerce players, including Shopee, to do more promotions and discounts to defend market share. However, just as we have seen in the past few years, promotions come at the expense of financials, and at some point, promotions will be fewer and thus the industry will be more rational.Instead, while competition from new players is basically unavoidable, existing e-commerce players have been focusing on improving their logistics capabilities. This should cut down delivery time and costs, as the company is enhancing customer experience and improving cost efficiencies. Sea’s management said that 95% of its customer base in Indonesia has been covered by the company’s delivery services, and that the company has been expanding its first and last-mile hubs in Brazil.Another example is that GoTo, an Indonesia e-commerce company, consolidated Tokopedia’s fulfillment unit and Gojek’s same-day delivery service under GoTo Logistics. \"Enhanced batching and routing capabilities\" allow the company to provide the next-day delivery service at 30% lower costs than other third-party providers, GoTo management said.We believe that logistics capabilities differentiate more established players from newer players. As we are writing, TikTok Shop only has a standard shipping option (in our area), while Shopee provides various delivery options, such as same-day, next-day, or regular delivery services. In our view, TikTok is likely to continue taking market share at least in the near term. But Sea plays a long-term game by investing in its infrastructure, thus building a sustainable, profitable business. As we wrote in the last article:We believe the industry is becoming more rational, with profitability becoming the number one priority. This also triggers customers to increasingly look beyond price and prefer a better customer experience, in our view.A Slight Uptick in NPL, But Unlikely to be An Alarming SignRevenue from digital financial services increased 75% (Y/Y), driven by credit business. Loans receivable remained at ~$2 billion because Sea had third-party financial institutions to fund a significant portion of its loan book. Yet, allowance for credit losses was up to $281 million from $239 million, although loans receivable was relatively flat.The management said this was because “products have expanded in terms of the features and tenure and types of loans we offer.” However, we found that allowance for credit losses as a percentage of gross loans receivable has gone north in the past few quarters. An increase or decrease in allowance typically depends on the discretion of a company’s management.Sea's allowance for credit losses as a % of gross loan book (Company, Vektor Research)Sea’s management argued that this was caused by more variety of product “features, tenure, and types of loans” and that NPL remained “very stable and low.” However, we notice that NPL of more than 90 days went up from “less than 2%” to “around 2%.” Before Sea shortened the loan write-off period, the ratio was “less than 4%” in 3Q22 and would have increased to “about 5%” in 4Q22 without the change.Nevertheless, the loan book is unlikely to grow significantly, as Sea pivoted to focus on improving the quality of its loan book and now is looking to “diversify offerings and funding sources.” Thus, we do not see such a slight uptick in the NPL ratio as an alarming sign.Overall, our thesis is playing out as expected: Shopee and SeaMoney have a long pathway for growth. Further, the lower revenue contribution from Garena means that the decline will have less impact on Sea’s revenue growth as we move forward. Digital entertainment used to make up about 50% of Sea’s revenue. Now, it is 18%. Therefore, does the stock provide an attractive entry point?ValuationSea trades at 23x its forward earnings. We believe that the acceptable buying price is between $62 per share and $66 per share, which provides a comfortable margin of safety. The last time the stock traded at ~$60, the market was more conservative on Sea’s future earnings. Additionally, Sea was losing money at the time. Now, it is a cash-generating business.Data by YChartsConsensus EPS revision (Seeking Alpha)But what about Sea’s growth outlook? Despite Garena’s soft results, we still believe that Shopee and SeaMoney have a long pathway for growth. While Shopee is facing tougher competition from TikTok—likely to last at least in the near term—we see that Shopee has an advantage in logistics capabilities in an environment where customers increasingly look beyond price. This will help Sea build a sustainable, profitable business. In SeaMoney, we saw a slight uptick in the NPL ratio. But the company is focusing on improving its loan book quality, while at the same time diversifying its funding source.Thus, we believe that it makes a lot of sense to buy Sea at the current valuation. Our fair value estimate is $88 per share, which implies a 38% upside potential. If you have any thoughts, please do not hesitate to comment below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185431833755824,"gmtCreate":1686310927797,"gmtModify":1686310932013,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Huat ah..[Happy]&nbsp;","listText":"Huat ah..[Happy]&nbsp;","text":"Huat ah..[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185431833755824","repostId":"1162112624","repostType":2,"repost":{"id":"1162112624","pubTimestamp":1686306025,"share":"https://ttm.financial/m/news/1162112624?lang=&edition=fundamental","pubTime":"2023-06-09 18:20","market":"sg","language":"en","title":"Singapore Shares up 0.01% As Asian Key Bourses Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1162112624","media":"The Business Times","summary":"Singapore shares nearly missed the rally in key Asian indexes, after a choppy session on Friday (Jun","content":"<div>\n<p>Singapore shares nearly missed the rally in key Asian indexes, after a choppy session on Friday (Jun 9).The 30-blue-chip barometer, the Straits Times Index (STI) – with a 0.36 point or a mere 0.01 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-001-asian-key-bourses-rally\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Shares up 0.01% As Asian Key Bourses Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Shares up 0.01% As Asian Key Bourses Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-09 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-001-asian-key-bourses-rally><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore shares nearly missed the rally in key Asian indexes, after a choppy session on Friday (Jun 9).The 30-blue-chip barometer, the Straits Times Index (STI) – with a 0.36 point or a mere 0.01 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-001-asian-key-bourses-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-001-asian-key-bourses-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162112624","content_text":"Singapore shares nearly missed the rally in key Asian indexes, after a choppy session on Friday (Jun 9).The 30-blue-chip barometer, the Straits Times Index (STI) – with a 0.36 point or a mere 0.01 percent rise to 3,186.97 points – almost missed the regional rally. The benchmark, which has been trading range-bound this week, managed to notch a gain of 0.7 percent over the week, though.Key Asian stock markets wrapped up the last trading day of the week higher, sanguine that the United States Federal Reserve will pause the interest-rate hike next week after jobless claims in the world’s largest economy beat consensus.Stephen Innes, managing partner of SPI Asset Management, said, the Fed will likely pause at next week’s meeting. He noted that the Fed leadership has signalled that it sees pausing as the prudent course because uncertainty about the lagged effects of the rate hikes it has already delivered and the impact of tighter bank credit increase the risk of accidentally overtightening.Vishnu Varathan, head of economics and strategy for Asia and Oceania treasury at Mizuho Bank, pointed out that expectations for a near-term hike are merely whittled down, not abandoned. An 80 percent odds of a 25 basis-point hike at the Federal Reserve’s July meeting is still in place.The top STI constituent stock was Thai Beverage, which rose 3.6 percent to S$0.575. Yangzijiang Shipbuilding was at the bottom of the performance chart after declining 2.3 percent to S$1.27.Trading turnover saw 1.16 billion securities with a total value of S$1 billion transacted, with gainers beating decliners 269 to 233.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949868071,"gmtCreate":1678494948793,"gmtModify":1678494952581,"author":{"id":"3583811846831436","authorId":"3583811846831436","authorIdStr":"3583811846831436","name":"Tiger_Sun","avatar":"https://community-static.tradeup.com/news/f33c5d44cfb16c5ff9104a41fa64af08","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583811846831436"},"themes":[],"htmlText":"Great analysis.[Anger]&nbsp;","listText":"Great analysis.[Anger]&nbsp;","text":"Great analysis.[Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949868071","repostId":"2318759548","repostType":2,"repost":{"id":"2318759548","pubTimestamp":1678489646,"share":"https://ttm.financial/m/news/2318759548?lang=&edition=fundamental","pubTime":"2023-03-11 07:07","market":"sg","language":"en","title":"S&P 500 Struggles Amidst Jobs Data Review","url":"https://stock-news.laohu8.com/highlight/detail?id=2318759548","media":"Best Stocks","summary":"S&P 500 Struggles Amidst Jobs Data Review","content":"<div>\n<p>S&P 500 Struggles Amidst Jobs Data Review</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiQGh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vc3AtNTAwLXN0cnVnZ2xlcy1hbWlkc3Qtam9icy1kYXRhLXJldmlldy_SAQA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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 Struggles Amidst Jobs Data Review</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 Struggles Amidst Jobs Data Review\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-11 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/rss/articles/CBMiQGh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vc3AtNTAwLXN0cnVnZ2xlcy1hbWlkc3Qtam9icy1kYXRhLXJldmlldy_SAQA?oc=5><strong>Best Stocks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 Struggles Amidst Jobs Data Review</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMiQGh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vc3AtNTAwLXN0cnVnZ2xlcy1hbWlkc3Qtam9icy1kYXRhLXJldmlldy_SAQA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","OEX":"标普100","UPRO":"三倍做多标普500ETF","BK4588":"碎股","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","SH":"标普500反向ETF","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF"},"source_url":"https://news.google.com/rss/articles/CBMiQGh0dHBzOi8vYmVzdHN0b2Nrcy5jb20vc3AtNTAwLXN0cnVnZ2xlcy1hbWlkc3Qtam9icy1kYXRhLXJldmlldy_SAQA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318759548","content_text":"S&P 500 Struggles Amidst Jobs Data Review","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}