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2023-11-12

Informative research

@Tiger_Earnings:Earnings Movers | DDOG, UPWK beat EPS over 30%; GS maintains "Sell" for UPST after earnings miss

2023-04-03

thanx

@Just Do It:Futu Holdings: Navigating Challenges and Opportunities in the Chinese Stock Market

2023-04-01

thanx

@OneGlanceTrader: 3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts

2022-12-02

Thanx

@Keeley:Stocks Technical Analysis #AMZN #MSFT #DJ30

2022-10-13

[Miser]

Here Are the Companies and Sectors That Are Most Vulnerable to the Strong Dollar This Earnings Season

Go to Tiger App to see more news

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research","listText":"Informative research","text":"Informative research","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240620659413248","repostId":"239241675919368","repostType":1,"repost":{"id":239241675919368,"gmtCreate":1699445296851,"gmtModify":1699445303100,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"Earnings Movers | DDOG, UPWK beat EPS over 30%; GS maintains \"Sell\" for UPST after earnings miss","htmlText":"1. <a href=\"https://ttm.financial/S/DDOG\">$Datadog(DDOG)$</a> , cloud monitoring software firm, soars&nbsp;28% after earnings beats and guidance hike.Adjusted EPS: 45 cents,&nbsp;beating by over 30%.&nbsp;Its cloud monitoring and security products collaborate with&nbsp;Amazon - Web Services, Google - Cloud and Microsoft - Azure.2. <a href=\"https://ttm.financial/S/UPWK\">$Upwork Inc.(UPWK)$</a>, freelancer platform,&nbsp;surges 20.17%EPS: 21 cents, beating by 110%.Q3&nbsp;net income turns positive to&nbsp;$16.3 mln (net loss of $24.8 mln&nbsp;a year ago).3. <a href=\"https://ttm.financial/S/PLNT\">$Planet Fitness(PLNT)$</a> &nbsp;adds 13.41%.EPS and revenue beat by 7% and 5% respectively.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;","listText":"1. <a href=\"https://ttm.financial/S/DDOG\">$Datadog(DDOG)$</a> , cloud monitoring software firm, soars&nbsp;28% after earnings beats and guidance hike.Adjusted EPS: 45 cents,&nbsp;beating by over 30%.&nbsp;Its cloud monitoring and security products collaborate with&nbsp;Amazon - Web Services, Google - Cloud and Microsoft - Azure.2. <a href=\"https://ttm.financial/S/UPWK\">$Upwork Inc.(UPWK)$</a>, freelancer platform,&nbsp;surges 20.17%EPS: 21 cents, beating by 110%.Q3&nbsp;net income turns positive to&nbsp;$16.3 mln (net loss of $24.8 mln&nbsp;a year ago).3. <a href=\"https://ttm.financial/S/PLNT\">$Planet Fitness(PLNT)$</a> &nbsp;adds 13.41%.EPS and revenue beat by 7% and 5% respectively.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;","text":"1. $Datadog(DDOG)$ , cloud monitoring software firm, soars 28% after earnings beats and guidance hike.Adjusted EPS: 45 cents, beating by over 30%. Its cloud monitoring and security products collaborate with Amazon - Web Services, Google - Cloud and Microsoft - Azure.2. $Upwork Inc.(UPWK)$, freelancer platform, surges 20.17%EPS: 21 cents, beating by 110%.Q3 net income turns positive to $16.3 mln (net loss of $24.8 mln a year ago).3. $Planet Fitness(PLNT)$ adds 13.41%.EPS and revenue beat by 7% and 5% respectively.","images":[{"img":"https://community-static.tradeup.com/news/fb0a6b0f1fa6883c2851916886ae7387","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239241675919368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941548865,"gmtCreate":1680490127257,"gmtModify":1680491383558,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584304373662448","idStr":"3584304373662448"},"themes":[],"htmlText":"thanx","listText":"thanx","text":"thanx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941548865","repostId":"9941543210","repostType":1,"repost":{"id":9941543210,"gmtCreate":1680489025831,"gmtModify":1680489107672,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4105602698459250","idStr":"4105602698459250"},"themes":[],"title":"Futu Holdings: Navigating Challenges and Opportunities in the Chinese Stock Market","htmlText":"Futu Holdings, a Chinese online brokerage and wealth management company, has been making waves in the Chinese stock market. The company's impressive growth in new customer acquisition and operation has resulted in a steadily rising performance throughout 2022, despite the bearish stock market. In fact, the company released its 2022 unaudited financial information, showing a YoY revenue growth of 42.3% in Q4 and 7% for the full year, with a Non-GAAP net profit growth of 90.2% and 7.6%, respectively. However, it's important to note that Futu Holdings attracted many Chinese investors to open accounts due to the bull market in Hong Kong and US stocks from the end of 2020 to 2021. But, as the regulators have tightened rules for Hong Kong and US stock brokers in China, the incremental market spa","listText":"Futu Holdings, a Chinese online brokerage and wealth management company, has been making waves in the Chinese stock market. The company's impressive growth in new customer acquisition and operation has resulted in a steadily rising performance throughout 2022, despite the bearish stock market. In fact, the company released its 2022 unaudited financial information, showing a YoY revenue growth of 42.3% in Q4 and 7% for the full year, with a Non-GAAP net profit growth of 90.2% and 7.6%, respectively. However, it's important to note that Futu Holdings attracted many Chinese investors to open accounts due to the bull market in Hong Kong and US stocks from the end of 2020 to 2021. But, as the regulators have tightened rules for Hong Kong and US stock brokers in China, the incremental market spa","text":"Futu Holdings, a Chinese online brokerage and wealth management company, has been making waves in the Chinese stock market. The company's impressive growth in new customer acquisition and operation has resulted in a steadily rising performance throughout 2022, despite the bearish stock market. In fact, the company released its 2022 unaudited financial information, showing a YoY revenue growth of 42.3% in Q4 and 7% for the full year, with a Non-GAAP net profit growth of 90.2% and 7.6%, respectively. However, it's important to note that Futu Holdings attracted many Chinese investors to open accounts due to the bull market in Hong Kong and US stocks from the end of 2020 to 2021. But, as the regulators have tightened rules for Hong Kong and US stock brokers in China, the incremental market spa","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941543210","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941501577,"gmtCreate":1680347566299,"gmtModify":1680353773191,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584304373662448","idStr":"3584304373662448"},"themes":[],"htmlText":"thanx","listText":"thanx","text":"thanx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941501577","repostId":"9941509979","repostType":1,"repost":{"id":9941509979,"gmtCreate":1680344941692,"gmtModify":1680347053809,"author":{"id":"9000000000000726","authorId":"9000000000000726","name":"OneGlanceTrader","avatar":"https://community-static.tradeup.com/news/b3238403b0b83a5914db126417a3494f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000726","idStr":"9000000000000726"},"themes":[],"htmlText":"\n \n \n  3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts\n \n","listText":"3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts","text":"3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941509979","isVote":1,"tweetType":2,"object":{"id":"34989c1fc4774cc2af5d11ddbfd50750","tweetId":"9941509979","title":"3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts","videoUrl":"http://v.tigerbbs.com/16803449383090faefa9a6ba8e421f52381aec4db1594.mp4","poster":"https://static.tigerbbs.com/2f882b91e31e80e68666bbaa106b09f0","shareLink":"http://v.tigerbbs.com/16803449383090faefa9a6ba8e421f52381aec4db1594.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965855485,"gmtCreate":1669938771148,"gmtModify":1676538272907,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584304373662448","idStr":"3584304373662448"},"themes":[],"htmlText":"Thanx","listText":"Thanx","text":"Thanx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965855485","repostId":"9962748889","repostType":1,"repost":{"id":9962748889,"gmtCreate":1669852565742,"gmtModify":1676538255739,"author":{"id":"3583230105554843","authorId":"3583230105554843","name":"Keeley","avatar":"https://community-static.tradeup.com/news/425dded61ea0f1ec6aa9c19997bc9677","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583230105554843","idStr":"3583230105554843"},"themes":[],"title":"Stocks Technical Analysis #AMZN #MSFT #DJ30","htmlText":"Find out more about me here (YouTube/Instagram/Telegram): https://www.linktr.ee/keeleytan If you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this. If you have any comments/feedback, feel free to use the link above to Google form. Free signal service on discord is officially up. If interested, head to my discord to check it out! <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>&nbsp; Price is playing out as analyzed last week. Price filled the fair value gap at 91.65 and rallied from there. With volume picking up with the up move, my expectations are unchanged. The next logical target for this move will be to fill the fair value gap at 109.77. https://www.tradingview.com/c","listText":"Find out more about me here (YouTube/Instagram/Telegram): https://www.linktr.ee/keeleytan If you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this. If you have any comments/feedback, feel free to use the link above to Google form. Free signal service on discord is officially up. If interested, head to my discord to check it out! <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>&nbsp; Price is playing out as analyzed last week. Price filled the fair value gap at 91.65 and rallied from there. With volume picking up with the up move, my expectations are unchanged. The next logical target for this move will be to fill the fair value gap at 109.77. https://www.tradingview.com/c","text":"Find out more about me here (YouTube/Instagram/Telegram): https://www.linktr.ee/keeleytan If you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this. If you have any comments/feedback, feel free to use the link above to Google form. Free signal service on discord is officially up. If interested, head to my discord to check it out! $Amazon.com(AMZN)$ Price is playing out as analyzed last week. Price filled the fair value gap at 91.65 and rallied from there. With volume picking up with the up move, my expectations are unchanged. The next logical target for this move will be to fill the fair value gap at 109.77. https://www.tradingview.com/c","images":[{"img":"https://community-static.tradeup.com/news/945e440312633f744e565e37596485be","width":"632","height":"401"},{"img":"https://community-static.tradeup.com/news/34f7a0e00e13b7bee68ec9101a0c7f11","width":"632","height":"401"},{"img":"https://community-static.tradeup.com/news/75ad802703d5eb6a7f6dfd2395837eb1","width":"632","height":"401"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962748889","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980329469,"gmtCreate":1665658001352,"gmtModify":1676537644060,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584304373662448","idStr":"3584304373662448"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980329469","repostId":"2275195667","repostType":4,"repost":{"id":"2275195667","pubTimestamp":1665640435,"share":"https://ttm.financial/m/news/2275195667?lang=&edition=fundamental","pubTime":"2022-10-13 13:53","market":"us","language":"en","title":"Here Are the Companies and Sectors That Are Most Vulnerable to the Strong Dollar This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2275195667","media":"MarketWatch","summary":"Semiconductor makers stand out as particularly vulnerable to the strong dollar, analysts sayThe stro","content":"<html><head></head><body><p>Semiconductor makers stand out as particularly vulnerable to the strong dollar, analysts say</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74b7916dd2b8f50f0bd9929266da9c2c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>The strong U.S. dollar is expected to be one of the biggest factors weighing on S&amp;P 500 company earnings this past quarter.</span></p><p>Since roughly 40% of S&amp;P 500 companies&#39; sales are generated abroad, equity strategists expect the strong U.S. dollar will weigh heavily on corporate earnings as the third-quarter corporate reporting season begins in earnest this week.</p><p>The ICE U.S. Dollar Index, a gauge of the dollar&#39;s strength against a basket of its main rivals, rose 7.2% during the third quarter, marking its best quarterly performance in seven years. The index has risen more than 18% since the start of the year through Wednesday, according to FactSet data.</p><p>Analysts presently expect S&amp;P 500 index members to see earnings growth of 2.4% this quarter, according to FactSet. Wall Street forecasts tend to be conservative, and companies tend to overshoot, like they did last quarter.</p><p>But if earnings end up being in line with the consensus, it would mark the worst quarterly earnings performance since the third quarter of 2020, according to John Butters, senior earnings analyst at FactSet. And the strong dollar would be among the factors most to blame.</p><p>Typically, companies that generate a large chunk of their sales abroad are more vulnerable to fluctuations in exchange rates.</p><p>And there are some S&amp;P 500 component companies that generate nearly all of their sales abroad. A list of the S&amp;P 500 components with the largest foreign sales exposure can be found below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b226d970fae823b195ae19c464d9eb0\" tg-width=\"851\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p>The companies listed above include constituents of the S&amp;P 500 consumer staples sector, the health-care sector, materials and the information technology sector -- with semiconductor makers or suppliers (in the case of Applied Materials) representing a majority of the names on the list above.</p><p>Huw Roberts, head of analytics at Quant Insight in London, found that semiconductors tend to be among the industries most vulnerable to a strong dollar.</p><p>Roberts calculated that for every increase of one standard deviation in the value of the dollar against the yuan and a trade-weighted basket of rivals, the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>should decline by 3.2%.</p><p>Looking at the dollar&#39;s impact on a sector-by-sector basis, CFRA Chief Investment Strategist Sam Stovall said in a note to clients that the tech-heavy communications services sector could see the biggest impact from a strong dollar among the S&amp;P 500&#39;s 11 sectors.</p><p>Stovall said in a note to clients that the strong dollar could shave &#34;at least 600 to 800 basis points&#34; off the performance of the communications services sector as a whole.</p><p>This has already largely been factored into analysts expectations. According to Stovall, analysts see earnings contracting 13.8% on an annualized basis, the worst expected performance among the index&#39;s 11 sectors.</p><p>Stovall also expects large restaurant chains, which are a subset of the consumer discretionary sector, to see some blowback from the strong dollar as it eats into earnings gleaned from their restaurants abroad.</p><p>&#34;Companies with significant international exposure will likely face meaningful headwinds, given the continued strength in the dollar and the weaker macrobackdrop abroad,&#34; he said.</p><p>A small percentage of S&amp;P 500 companies have already reported their earnings for the quarter ended Sept. 30. Of those, several have cited the dollar as a headwind, according to FactSet&#39;s Butters.</p><p>These include McCormick &amp; Co. <a href=\"https://laohu8.com/S/MKC\">$(MKC)$</a>, Conagra Brands <a href=\"https://laohu8.com/S/CAG\">$(CAG)$</a>and Nike Inc. <a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a></p><p>Because of this, the strong dollar already ranks among the top concerns for early-reporting companies, with the number citing the dollar as a headwind increasing to 10, up from 7 during the same period last quarter, according to Butters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf2b64f8db303baeb0b55225564fe5b1\" tg-width=\"700\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/><span>SOURCE: FACTSET</span></p><p>Large exporters are also at risk of seeing blowback from the strong dollar due to sales of domestically produced goods, according to a team of analysts at Glenmede.</p><p>Among the two largest exporters in the U.S., only one, the packaging maker International Paper Company <a href=\"https://laohu8.com/S/IP\">$(IP)$</a>, is included in the S&amp;P 500 (the other is the privately-led Koch Industries, according to data from Statista).</p><p>Meanwhile, a team of analysts at Deutsche Bank expect megacap growth companies like Meta Platforms Inc. (META) and Apple Inc. (AAPL)will see  a significant negative earnings impact from the dollar.</p><p>Investors looking for shelter from the exchange-rate impact should consider buying small- or mid-cap companies or stock indexes focused on those companies like the the S&amp;P SmallCap 600 Index or the S&amp;P MidCap 400 (MID), Stovall said.</p><p>But within the S&amp;P 500, only a couple of sectors are domestically-focused enough to offer succor from the rampaging dollar.</p><p>&#34;Only the more domestic-focused sectors, such as real-estate and utilities, are less exposed to these effects,&#34; the Glenmede analysts wrote.</p></body></html>","source":"lsy1603348471595","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>Here Are the Companies and Sectors That Are Most Vulnerable to the Strong Dollar This Earnings Season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are the Companies and Sectors That Are Most Vulnerable to the Strong Dollar This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/here-are-the-companies-and-sectors-that-are-most-vulnerable-to-the-strong-dollar-this-earnings-season-11665607614?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1665630122><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor makers stand out as particularly vulnerable to the strong dollar, analysts sayThe strong U.S. dollar is expected to be one of the biggest factors weighing on S&P 500 company earnings ...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-the-companies-and-sectors-that-are-most-vulnerable-to-the-strong-dollar-this-earnings-season-11665607614?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1665630122\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","MPWR":"Monolithic Power Systems","NEM":"纽曼矿业","PM":"菲利普莫里斯","NXPI":"恩智浦","LRCX":"拉姆研究","KLAC":"科磊","ANET":"Arista Networks, Inc.","AMAT":"应用材料"},"source_url":"https://www.marketwatch.com/story/here-are-the-companies-and-sectors-that-are-most-vulnerable-to-the-strong-dollar-this-earnings-season-11665607614?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1665630122","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275195667","content_text":"Semiconductor makers stand out as particularly vulnerable to the strong dollar, analysts sayThe strong U.S. dollar is expected to be one of the biggest factors weighing on S&P 500 company earnings this past quarter.Since roughly 40% of S&P 500 companies' sales are generated abroad, equity strategists expect the strong U.S. dollar will weigh heavily on corporate earnings as the third-quarter corporate reporting season begins in earnest this week.The ICE U.S. Dollar Index, a gauge of the dollar's strength against a basket of its main rivals, rose 7.2% during the third quarter, marking its best quarterly performance in seven years. The index has risen more than 18% since the start of the year through Wednesday, according to FactSet data.Analysts presently expect S&P 500 index members to see earnings growth of 2.4% this quarter, according to FactSet. Wall Street forecasts tend to be conservative, and companies tend to overshoot, like they did last quarter.But if earnings end up being in line with the consensus, it would mark the worst quarterly earnings performance since the third quarter of 2020, according to John Butters, senior earnings analyst at FactSet. And the strong dollar would be among the factors most to blame.Typically, companies that generate a large chunk of their sales abroad are more vulnerable to fluctuations in exchange rates.And there are some S&P 500 component companies that generate nearly all of their sales abroad. A list of the S&P 500 components with the largest foreign sales exposure can be found below.Source: FactSetThe companies listed above include constituents of the S&P 500 consumer staples sector, the health-care sector, materials and the information technology sector -- with semiconductor makers or suppliers (in the case of Applied Materials) representing a majority of the names on the list above.Huw Roberts, head of analytics at Quant Insight in London, found that semiconductors tend to be among the industries most vulnerable to a strong dollar.Roberts calculated that for every increase of one standard deviation in the value of the dollar against the yuan and a trade-weighted basket of rivals, the iShares Semiconductor ETF $(SOXX)$should decline by 3.2%.Looking at the dollar's impact on a sector-by-sector basis, CFRA Chief Investment Strategist Sam Stovall said in a note to clients that the tech-heavy communications services sector could see the biggest impact from a strong dollar among the S&P 500's 11 sectors.Stovall said in a note to clients that the strong dollar could shave \"at least 600 to 800 basis points\" off the performance of the communications services sector as a whole.This has already largely been factored into analysts expectations. According to Stovall, analysts see earnings contracting 13.8% on an annualized basis, the worst expected performance among the index's 11 sectors.Stovall also expects large restaurant chains, which are a subset of the consumer discretionary sector, to see some blowback from the strong dollar as it eats into earnings gleaned from their restaurants abroad.\"Companies with significant international exposure will likely face meaningful headwinds, given the continued strength in the dollar and the weaker macrobackdrop abroad,\" he said.A small percentage of S&P 500 companies have already reported their earnings for the quarter ended Sept. 30. Of those, several have cited the dollar as a headwind, according to FactSet's Butters.These include McCormick & Co. $(MKC)$, Conagra Brands $(CAG)$and Nike Inc. $(NKE)$Because of this, the strong dollar already ranks among the top concerns for early-reporting companies, with the number citing the dollar as a headwind increasing to 10, up from 7 during the same period last quarter, according to Butters.SOURCE: FACTSETLarge exporters are also at risk of seeing blowback from the strong dollar due to sales of domestically produced goods, according to a team of analysts at Glenmede.Among the two largest exporters in the U.S., only one, the packaging maker International Paper Company $(IP)$, is included in the S&P 500 (the other is the privately-led Koch Industries, according to data from Statista).Meanwhile, a team of analysts at Deutsche Bank expect megacap growth companies like Meta Platforms Inc. (META) and Apple Inc. (AAPL)will see  a significant negative earnings impact from the dollar.Investors looking for shelter from the exchange-rate impact should consider buying small- or mid-cap companies or stock indexes focused on those companies like the the S&P SmallCap 600 Index or the S&P MidCap 400 (MID), Stovall said.But within the S&P 500, only a couple of sectors are domestically-focused enough to offer succor from the rampaging dollar.\"Only the more domestic-focused sectors, such as real-estate and utilities, are less exposed to these effects,\" the Glenmede analysts wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941548865,"gmtCreate":1680490127257,"gmtModify":1680491383558,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584304373662448","authorIdStr":"3584304373662448"},"themes":[],"htmlText":"thanx","listText":"thanx","text":"thanx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941548865","repostId":"9941543210","repostType":1,"repost":{"id":9941543210,"gmtCreate":1680489025831,"gmtModify":1680489107672,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105602698459250","authorIdStr":"4105602698459250"},"themes":[],"title":"Futu Holdings: Navigating Challenges and Opportunities in the Chinese Stock Market","htmlText":"Futu Holdings, a Chinese online brokerage and wealth management company, has been making waves in the Chinese stock market. The company's impressive growth in new customer acquisition and operation has resulted in a steadily rising performance throughout 2022, despite the bearish stock market. In fact, the company released its 2022 unaudited financial information, showing a YoY revenue growth of 42.3% in Q4 and 7% for the full year, with a Non-GAAP net profit growth of 90.2% and 7.6%, respectively. However, it's important to note that Futu Holdings attracted many Chinese investors to open accounts due to the bull market in Hong Kong and US stocks from the end of 2020 to 2021. But, as the regulators have tightened rules for Hong Kong and US stock brokers in China, the incremental market spa","listText":"Futu Holdings, a Chinese online brokerage and wealth management company, has been making waves in the Chinese stock market. The company's impressive growth in new customer acquisition and operation has resulted in a steadily rising performance throughout 2022, despite the bearish stock market. In fact, the company released its 2022 unaudited financial information, showing a YoY revenue growth of 42.3% in Q4 and 7% for the full year, with a Non-GAAP net profit growth of 90.2% and 7.6%, respectively. However, it's important to note that Futu Holdings attracted many Chinese investors to open accounts due to the bull market in Hong Kong and US stocks from the end of 2020 to 2021. But, as the regulators have tightened rules for Hong Kong and US stock brokers in China, the incremental market spa","text":"Futu Holdings, a Chinese online brokerage and wealth management company, has been making waves in the Chinese stock market. The company's impressive growth in new customer acquisition and operation has resulted in a steadily rising performance throughout 2022, despite the bearish stock market. In fact, the company released its 2022 unaudited financial information, showing a YoY revenue growth of 42.3% in Q4 and 7% for the full year, with a Non-GAAP net profit growth of 90.2% and 7.6%, respectively. However, it's important to note that Futu Holdings attracted many Chinese investors to open accounts due to the bull market in Hong Kong and US stocks from the end of 2020 to 2021. But, as the regulators have tightened rules for Hong Kong and US stock brokers in China, the incremental market spa","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941543210","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941501577,"gmtCreate":1680347566299,"gmtModify":1680353773191,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584304373662448","authorIdStr":"3584304373662448"},"themes":[],"htmlText":"thanx","listText":"thanx","text":"thanx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941501577","repostId":"9941509979","repostType":1,"repost":{"id":9941509979,"gmtCreate":1680344941692,"gmtModify":1680347053809,"author":{"id":"9000000000000726","authorId":"9000000000000726","name":"OneGlanceTrader","avatar":"https://community-static.tradeup.com/news/b3238403b0b83a5914db126417a3494f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000726","authorIdStr":"9000000000000726"},"themes":[],"htmlText":"\n \n \n  3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts\n \n","listText":"3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts","text":"3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941509979","isVote":1,"tweetType":2,"object":{"id":"34989c1fc4774cc2af5d11ddbfd50750","tweetId":"9941509979","title":"3 Things Every Man Should Do Before They Die - Patrick Bet David #shorts","videoUrl":"http://v.tigerbbs.com/16803449383090faefa9a6ba8e421f52381aec4db1594.mp4","poster":"https://static.tigerbbs.com/2f882b91e31e80e68666bbaa106b09f0","shareLink":"http://v.tigerbbs.com/16803449383090faefa9a6ba8e421f52381aec4db1594.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965855485,"gmtCreate":1669938771148,"gmtModify":1676538272907,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584304373662448","authorIdStr":"3584304373662448"},"themes":[],"htmlText":"Thanx","listText":"Thanx","text":"Thanx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965855485","repostId":"9962748889","repostType":1,"repost":{"id":9962748889,"gmtCreate":1669852565742,"gmtModify":1676538255739,"author":{"id":"3583230105554843","authorId":"3583230105554843","name":"Keeley","avatar":"https://community-static.tradeup.com/news/425dded61ea0f1ec6aa9c19997bc9677","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583230105554843","authorIdStr":"3583230105554843"},"themes":[],"title":"Stocks Technical Analysis #AMZN #MSFT #DJ30","htmlText":"Find out more about me here (YouTube/Instagram/Telegram): https://www.linktr.ee/keeleytan If you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this. If you have any comments/feedback, feel free to use the link above to Google form. Free signal service on discord is officially up. If interested, head to my discord to check it out! <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>&nbsp; Price is playing out as analyzed last week. Price filled the fair value gap at 91.65 and rallied from there. With volume picking up with the up move, my expectations are unchanged. The next logical target for this move will be to fill the fair value gap at 109.77. https://www.tradingview.com/c","listText":"Find out more about me here (YouTube/Instagram/Telegram): https://www.linktr.ee/keeleytan If you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this. If you have any comments/feedback, feel free to use the link above to Google form. Free signal service on discord is officially up. If interested, head to my discord to check it out! <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>&nbsp; Price is playing out as analyzed last week. Price filled the fair value gap at 91.65 and rallied from there. With volume picking up with the up move, my expectations are unchanged. The next logical target for this move will be to fill the fair value gap at 109.77. https://www.tradingview.com/c","text":"Find out more about me here (YouTube/Instagram/Telegram): https://www.linktr.ee/keeleytan If you find my post helpful, I’ll be grateful and appreciate it if you could leave me a like on this post, and follow me for future posts like this. If you have any comments/feedback, feel free to use the link above to Google form. Free signal service on discord is officially up. If interested, head to my discord to check it out! $Amazon.com(AMZN)$ Price is playing out as analyzed last week. Price filled the fair value gap at 91.65 and rallied from there. With volume picking up with the up move, my expectations are unchanged. The next logical target for this move will be to fill the fair value gap at 109.77. https://www.tradingview.com/c","images":[{"img":"https://community-static.tradeup.com/news/945e440312633f744e565e37596485be","width":"632","height":"401"},{"img":"https://community-static.tradeup.com/news/34f7a0e00e13b7bee68ec9101a0c7f11","width":"632","height":"401"},{"img":"https://community-static.tradeup.com/news/75ad802703d5eb6a7f6dfd2395837eb1","width":"632","height":"401"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962748889","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980329469,"gmtCreate":1665658001352,"gmtModify":1676537644060,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584304373662448","authorIdStr":"3584304373662448"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980329469","repostId":"2275195667","repostType":4,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240620659413248,"gmtCreate":1699764242969,"gmtModify":1699764247403,"author":{"id":"3584304373662448","authorId":"3584304373662448","name":"Huey8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584304373662448","authorIdStr":"3584304373662448"},"themes":[],"htmlText":"Informative research","listText":"Informative research","text":"Informative research","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240620659413248","repostId":"239241675919368","repostType":1,"repost":{"id":239241675919368,"gmtCreate":1699445296851,"gmtModify":1699445303100,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Earnings Movers | DDOG, UPWK beat EPS over 30%; GS maintains \"Sell\" for UPST after earnings miss","htmlText":"1. <a href=\"https://ttm.financial/S/DDOG\">$Datadog(DDOG)$</a> , cloud monitoring software firm, soars&nbsp;28% after earnings beats and guidance hike.Adjusted EPS: 45 cents,&nbsp;beating by over 30%.&nbsp;Its cloud monitoring and security products collaborate with&nbsp;Amazon - Web Services, Google - Cloud and Microsoft - Azure.2. <a href=\"https://ttm.financial/S/UPWK\">$Upwork Inc.(UPWK)$</a>, freelancer platform,&nbsp;surges 20.17%EPS: 21 cents, beating by 110%.Q3&nbsp;net income turns positive to&nbsp;$16.3 mln (net loss of $24.8 mln&nbsp;a year ago).3. <a href=\"https://ttm.financial/S/PLNT\">$Planet Fitness(PLNT)$</a> &nbsp;adds 13.41%.EPS and revenue beat by 7% and 5% respectively.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;","listText":"1. <a href=\"https://ttm.financial/S/DDOG\">$Datadog(DDOG)$</a> , cloud monitoring software firm, soars&nbsp;28% after earnings beats and guidance hike.Adjusted EPS: 45 cents,&nbsp;beating by over 30%.&nbsp;Its cloud monitoring and security products collaborate with&nbsp;Amazon - Web Services, Google - Cloud and Microsoft - Azure.2. <a href=\"https://ttm.financial/S/UPWK\">$Upwork Inc.(UPWK)$</a>, freelancer platform,&nbsp;surges 20.17%EPS: 21 cents, beating by 110%.Q3&nbsp;net income turns positive to&nbsp;$16.3 mln (net loss of $24.8 mln&nbsp;a year ago).3. <a href=\"https://ttm.financial/S/PLNT\">$Planet Fitness(PLNT)$</a> &nbsp;adds 13.41%.EPS and revenue beat by 7% and 5% respectively.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;","text":"1. $Datadog(DDOG)$ , cloud monitoring software firm, soars 28% after earnings beats and guidance hike.Adjusted EPS: 45 cents, beating by over 30%. Its cloud monitoring and security products collaborate with Amazon - Web Services, Google - Cloud and Microsoft - Azure.2. $Upwork Inc.(UPWK)$, freelancer platform, surges 20.17%EPS: 21 cents, beating by 110%.Q3 net income turns positive to $16.3 mln (net loss of $24.8 mln a year ago).3. $Planet Fitness(PLNT)$ adds 13.41%.EPS and revenue beat by 7% and 5% respectively.","images":[{"img":"https://community-static.tradeup.com/news/fb0a6b0f1fa6883c2851916886ae7387","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239241675919368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}