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2021-07-30

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Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.</p>\n<p>Investors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.</p>\n<p>And the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.</p>\n<p>Thanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking</p>\n<p>Yet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.</p>\n<p><b>How Recent Earnings Came</b></p>\n<p>Founded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization&nbsp; stands at $246 billion.</p>\n<p>Oracle released&nbsp;fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.</p>\n<p>In fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.</p>\n<p>On the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”</p>\n<p>Cloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.</p>\n<p>ORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.</p>\n<p><b>Long-Term Tailwinds For Oracle Stock</b></p>\n<p>Despite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.</p>\n<p>Management regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.</p>\n<p>The company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.</p>\n<p>Market research firm&nbsp;Research and Markets&nbsp;predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.</p>\n<p>The company still trails behind the market leader<b>Amazon</b>(NASDAQ:<b>AMZN</b>) as well as other&nbsp; competitors<b>Microsoft</b>(NASDAQ:<b>MSFT</b>) and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:<b>GOOG</b>, NASDAQ:<b>GOOGL</b>). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.</p>\n<p>If management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.</p>\n<p><b>The Bottom Line on ORCL Stock</b></p>\n<p>Oracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.</p>\n<p>Although I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Oracle Stock Could Be Volatile In August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Oracle Stock Could Be Volatile In August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one ...</p>\n\n<a href=\"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159296868","content_text":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one of the best-performing tech names of 2021.\nSource: Jonathan Weiss / Shutterstock.com\nIt was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.\nInvestors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.\nAnd the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.\nThanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking\nYet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.\nHow Recent Earnings Came\nFounded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization  stands at $246 billion.\nOracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.\nIn fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.\nOn the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”\nCloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.\nORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.\nLong-Term Tailwinds For Oracle Stock\nDespite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.\nManagement regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.\nThe company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.\nMarket research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.\nThe company still trails behind the market leaderAmazon(NASDAQ:AMZN) as well as other  competitorsMicrosoft(NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.\nIf management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.\nThe Bottom Line on ORCL Stock\nOracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.\nAlthough I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806104466,"gmtCreate":1627638160055,"gmtModify":1703493845083,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806104466","repostId":"1166392380","repostType":4,"repost":{"id":"1166392380","pubTimestamp":1627635559,"share":"https://ttm.financial/m/news/1166392380?lang=&edition=fundamental","pubTime":"2021-07-30 16:59","market":"us","language":"en","title":"Re-Evaluating NIO After Its 30% Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=1166392380","media":"seekingalpha","summary":"Shares of NIO have dropped sharply in July.NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.Shares of Chinese electric vehicle maker NIO  have dr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of NIO have dropped sharply in July.</li>\n <li>NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.</li>\n <li>However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.</li>\n <li>NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.</li>\n <li>The market panic creates a buy-the-dip opportunity.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05996145af51693fcf4685e329a5a345\" tg-width=\"1536\" tg-height=\"1026\" width=\"100%\" height=\"auto\"><span>https://www.facebook.com/PlargueDoctor//iStock via Getty Images</span></p>\n<p>Shares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.</p>\n<p><b>China's crackdown</b></p>\n<p>It all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to&nbsp;give up its exclusive music copyrights&nbsp;within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app&nbsp;pulled from app stores&nbsp;earlier this month - which is likely related to&nbsp;its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a&nbsp;$2.8B fine for abusing its market dominance&nbsp;in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned&nbsp;paid tutoring in the education sector&nbsp;and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.</p>\n<p><b>The Chinese EV market is growing extremely fast and has no monopolistic structure</b></p>\n<p>The Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a19dc7f865853a65956c1b0eab25f2c7\" tg-width=\"635\" tg-height=\"582\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>NIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773b6ddd478dbeeff322569bb93ac92f\" tg-width=\"718\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>(Source: The International Council On Clean Transportation)</span></p>\n<p>In 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on&nbsp;my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could&nbsp;rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cce9674e002abb9c5e70eef33e97b68\" tg-width=\"913\" tg-height=\"442\" width=\"100%\" height=\"auto\"><span>(Source: InsideEVs)</span></p>\n<p><b>Government is actively supporting Chinese EV makers</b></p>\n<p>There is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50881259b29247848accd997405610c4\" tg-width=\"1004\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>(Source: IEA Global Energy Outlook)</span></p>\n<p>Since Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.</p>\n<p><b>Overreaction creates an opportunity to engage</b></p>\n<p>After NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf95f86d85e0fe227eb608c0e80e558\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Due to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the&nbsp;BaaS revenue opportunity&nbsp;is the key differentiating factor that sets NIO apart from the competition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb4101fdf02c82855a6db3912c525d5b\" tg-width=\"907\" tg-height=\"411\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<p><b>Risks with NIO</b></p>\n<p>Government intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO&nbsp;lowered its production guidance&nbsp;earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.</p>\n<p><b>Final thoughts</b></p>\n<p>This is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Re-Evaluating NIO After Its 30% Drop</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\">\nRe-Evaluating NIO After Its 30% Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166392380","content_text":"Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.\nNIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.\nThe market panic creates a buy-the-dip opportunity.\n\nhttps://www.facebook.com/PlargueDoctor//iStock via Getty Images\nShares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.\nChina's crackdown\nIt all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to give up its exclusive music copyrights within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app pulled from app stores earlier this month - which is likely related to its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a $2.8B fine for abusing its market dominance in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned paid tutoring in the education sector and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.\nThe Chinese EV market is growing extremely fast and has no monopolistic structure\nThe Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.\nData by YCharts\nNIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.\n(Source: The International Council On Clean Transportation)\nIn 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.\n(Source: InsideEVs)\nGovernment is actively supporting Chinese EV makers\nThere is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.\n(Source: IEA Global Energy Outlook)\nSince Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.\nOverreaction creates an opportunity to engage\nAfter NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.\nData by YCharts\nDue to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the BaaS revenue opportunity is the key differentiating factor that sets NIO apart from the competition.\n(Source: Author)\nRisks with NIO\nGovernment intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO lowered its production guidance earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.\nFinal thoughts\nThis is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806104848,"gmtCreate":1627638115884,"gmtModify":1703493844752,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806104848","repostId":"2155134341","repostType":4,"repost":{"id":"2155134341","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627635997,"share":"https://ttm.financial/m/news/2155134341?lang=&edition=fundamental","pubTime":"2021-07-30 17:06","market":"us","language":"en","title":"7 Stocks To Watch For July 30, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2155134341","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Procter &amp; Gamble Co (NYSE: PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Procter &amp; Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>\n <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>\n <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>\n <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>\n <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li>\n</ul>","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>7 Stocks To Watch For July 30, 2021</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\">\n7 Stocks To Watch For July 30, 2021\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-30 17:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Procter &amp; Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>\n <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>\n <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>\n <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>\n <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PG":"宝洁","CVX":"雪佛龙","CAT":"卡特彼勒","TMUS":"T-Mobile US Inc","AMZN":"亚马逊","PINS":"Pinterest, Inc.","XOM":"埃克森美孚"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155134341","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Procter & Gamble Co (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter & Gamble shares rose 0.5% to close at $139.48 on Thursday.\nPinterest Inc (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.\nAnalysts expect Caterpillar Inc. (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.\nAmazon.com, Inc. (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.\n\n\nAnalysts are expecting Exxon Mobil Corporation (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.\nT-Mobile US, Inc.  (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.\nAnalysts expect Chevron Corporation (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806105013,"gmtCreate":1627638008732,"gmtModify":1703493841773,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806105013","repostId":"1138453945","repostType":4,"repost":{"id":"1138453945","pubTimestamp":1627636895,"share":"https://ttm.financial/m/news/1138453945?lang=&edition=fundamental","pubTime":"2021-07-30 17:21","market":"us","language":"en","title":"Apple Stock Is Cheap, Here Is Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1138453945","media":"TheStreet","summary":"Apple delivered strong Q3 results, but the stock went nowhere. The Apple Maven argues that AAPL is a","content":"<p>Apple delivered strong Q3 results, but the stock went nowhere. The Apple Maven argues that AAPL is attractively valued once again. Here is why.</p>\n<p>DespiteApple’s outstanding fiscal third quarter numbers, reported on July 27, Apple stock&nbsp;failed to find support. Shares were down -1.2% after the quarterly report, after having dipped another -1.5% on earnings day itself.</p>\n<p>Some, including BMO Capital’s Tim Long, have argued that AAPL has reached fair valuation. I, on the other hand, believe that the stock has returned to being attractively priced. I present below the calculations that support my thesis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: New York Apple Store (Fifth Avenue).</span></p>\n<p><b>Great business, good valuation</b></p>\n<p>I can not start a debate about Apple stock price and valuations without emphasizing what seems obvious to me. Apple has been executing flawlessly as of late, both during the COVID-19 crisis and through the messy post-pandemic environment of supply chain challenges, limited access to physical stores, etc.</p>\n<p>That said, my main concern regarding Apple stock, if at all, tends to be valuations. Around mid-May, I presented the graph below as&nbsp;a key reason to “confidently buy Apple” on year-to-date weakness. Since the day of that article, AAPL has climbed 14% in just short of 12 weeks against the S&amp;P 500’s 5% rise.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aac0b08108dea875dd3255e8f75f0987\" tg-width=\"1240\" tg-height=\"518\" width=\"100%\" height=\"auto\"><span>Figure 2: AAPL - Historical valuation multiples.</span></p>\n<p>Counterintuitively, despite the recent rally, I think that Apple shares have started to head towards undervaluation once again. Think of current year P/E of 28 times as a starting point, which seems rich at first glance. This multiple is based on pre-earnings EPS consensus of $5.18 for fiscal 2021.</p>\n<p>After July 27, Apple’s management team presented investors with two new pieces of information. First, fiscal Q3 consensus EPS of $1.01 proved to be understated by 29 cents. Mathematically, and adjusting only for the most recent earnings beat, full-year EPS estimates should have been closer to $5.47.</p>\n<p>The other part was fiscal Q4 outlook. While Apple did not provide specific guidance on revenues, it offered directional commentary on sales and offered projections on other P&amp;L items (see below):</p>\n<ul>\n <li><b>Revenue</b>: Double-digit growth, absent a COVID-19 comeback, but at a rate lower than the 36% seen in June quarter due to foreign exchange, normalization of services trend, and even worse supply constraints on iPhone and iPad.</li>\n <li><b>Below revenue line</b>: GM between 41.5% and 42.5%, opex between $11.3 billion and $11.5 billion, other income zero, tax rate of 16%.</li>\n</ul>\n<p>I went ahead and plugged in the numbers. Wall Street projects revenue growth of 30% in fiscal Q4, which is in line with Apple’s vague outlook. Assuming the mid-point of the guidance range on all other P&amp;L items, I estimate that next quarter’s EPS consensus should settle at $1.21 – about ten cents above where it currently stands.</p>\n<p>Lastly, consider that Apple has topped EPS consensus by 14 cents each quarter for the past ten periods. Add ten plus fourteen cents to the $5.47 mentioned above, and we are looking at a reasonable estimate of $5.71 in EPS for the current fiscal year. This represents a current P/E of only 25 times on the stock.</p>\n<p>This could be just an interesting coincidence, but a current-year P/E of 25 times was precisely the multiple that AAPL commanded in early May, before it leaped to nearly $150 per share last week. If I considered the stock a “confident buy” back then, I should have the same opinion now, at least for the sake of consistency.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Is Cheap, Here Is Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Cheap, Here Is Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-is-cheap-here-is-why><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple delivered strong Q3 results, but the stock went nowhere. The Apple Maven argues that AAPL is attractively valued once again. Here is why.\nDespiteApple’s outstanding fiscal third quarter numbers,...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-is-cheap-here-is-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-is-cheap-here-is-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138453945","content_text":"Apple delivered strong Q3 results, but the stock went nowhere. The Apple Maven argues that AAPL is attractively valued once again. Here is why.\nDespiteApple’s outstanding fiscal third quarter numbers, reported on July 27, Apple stock failed to find support. Shares were down -1.2% after the quarterly report, after having dipped another -1.5% on earnings day itself.\nSome, including BMO Capital’s Tim Long, have argued that AAPL has reached fair valuation. I, on the other hand, believe that the stock has returned to being attractively priced. I present below the calculations that support my thesis.\nFigure 1: New York Apple Store (Fifth Avenue).\nGreat business, good valuation\nI can not start a debate about Apple stock price and valuations without emphasizing what seems obvious to me. Apple has been executing flawlessly as of late, both during the COVID-19 crisis and through the messy post-pandemic environment of supply chain challenges, limited access to physical stores, etc.\nThat said, my main concern regarding Apple stock, if at all, tends to be valuations. Around mid-May, I presented the graph below as a key reason to “confidently buy Apple” on year-to-date weakness. Since the day of that article, AAPL has climbed 14% in just short of 12 weeks against the S&P 500’s 5% rise.\nFigure 2: AAPL - Historical valuation multiples.\nCounterintuitively, despite the recent rally, I think that Apple shares have started to head towards undervaluation once again. Think of current year P/E of 28 times as a starting point, which seems rich at first glance. This multiple is based on pre-earnings EPS consensus of $5.18 for fiscal 2021.\nAfter July 27, Apple’s management team presented investors with two new pieces of information. First, fiscal Q3 consensus EPS of $1.01 proved to be understated by 29 cents. Mathematically, and adjusting only for the most recent earnings beat, full-year EPS estimates should have been closer to $5.47.\nThe other part was fiscal Q4 outlook. While Apple did not provide specific guidance on revenues, it offered directional commentary on sales and offered projections on other P&L items (see below):\n\nRevenue: Double-digit growth, absent a COVID-19 comeback, but at a rate lower than the 36% seen in June quarter due to foreign exchange, normalization of services trend, and even worse supply constraints on iPhone and iPad.\nBelow revenue line: GM between 41.5% and 42.5%, opex between $11.3 billion and $11.5 billion, other income zero, tax rate of 16%.\n\nI went ahead and plugged in the numbers. Wall Street projects revenue growth of 30% in fiscal Q4, which is in line with Apple’s vague outlook. Assuming the mid-point of the guidance range on all other P&L items, I estimate that next quarter’s EPS consensus should settle at $1.21 – about ten cents above where it currently stands.\nLastly, consider that Apple has topped EPS consensus by 14 cents each quarter for the past ten periods. Add ten plus fourteen cents to the $5.47 mentioned above, and we are looking at a reasonable estimate of $5.71 in EPS for the current fiscal year. This represents a current P/E of only 25 times on the stock.\nThis could be just an interesting coincidence, but a current-year P/E of 25 times was precisely the multiple that AAPL commanded in early May, before it leaped to nearly $150 per share last week. If I considered the stock a “confident buy” back then, I should have the same opinion now, at least for the sake of consistency.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809694791,"gmtCreate":1627363526113,"gmtModify":1703488424156,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809694791","repostId":"2154309969","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809694831,"gmtCreate":1627363494023,"gmtModify":1703488423343,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809694831","repostId":"1190848120","repostType":4,"repost":{"id":"1190848120","pubTimestamp":1627356244,"share":"https://ttm.financial/m/news/1190848120?lang=&edition=fundamental","pubTime":"2021-07-27 11:24","market":"us","language":"en","title":"AMD Reports Earnings Tuesday. It’s All About the Data Center.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190848120","media":"Barrons","summary":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors","content":"<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p>\n<p>Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p>\n<p>For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p>\n<p>Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p>\n<p>AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p>\n<p>Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p>\n<p>AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p>\n<p>AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p>\n<p>Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p>\n<p>AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p>\n<p>Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p>\n<p>Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Reports Earnings Tuesday. It’s All About the Data Center.</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\">\nAMD Reports Earnings Tuesday. It’s All About the Data Center.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip ...</p>\n\n<a href=\"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190848120","content_text":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.\nFor AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).\nJefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.\nAMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.\nWall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).\nAMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.\nAMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.\nBecause AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.\nAMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.\nOutsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.\nAmong Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809694073,"gmtCreate":1627363460992,"gmtModify":1703488422527,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809694073","repostId":"1127751488","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178726857,"gmtCreate":1626839399879,"gmtModify":1703766193829,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"? good","listText":"? good","text":"? good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178726857","repostId":"2153066615","repostType":4,"repost":{"id":"2153066615","pubTimestamp":1626838620,"share":"https://ttm.financial/m/news/2153066615?lang=&edition=fundamental","pubTime":"2021-07-21 11:37","market":"us","language":"en","title":"Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2153066615","media":"StreetInsider","summary":"(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its","content":"<p>(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter.</p>\n<p>The company will not introduce any new 4G models from 2022, the report said.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple to release all 5G enabled iPhones for 2022 lineup - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18700318><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter....</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18700318\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18700318","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153066615","content_text":"(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter.\nThe company will not introduce any new 4G models from 2022, the report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170886292,"gmtCreate":1626419914116,"gmtModify":1703759817708,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170886292","repostId":"2151570275","repostType":4,"repost":{"id":"2151570275","pubTimestamp":1626418860,"share":"https://ttm.financial/m/news/2151570275?lang=&edition=fundamental","pubTime":"2021-07-16 15:01","market":"us","language":"en","title":"Reliq Health Technologies, Inc. Announces New Contracts with Three US Physician Practices","url":"https://stock-news.laohu8.com/highlight/detail?id=2151570275","media":"StreetInsider","summary":"HAMILTON, Ontario, July 16, 2021 (GLOBE NEWSWIRE) -- Reliq Health Technologies Inc. (TSXV:RHT or OTC","content":"<p>HAMILTON, Ontario, July 16, 2021 (GLOBE NEWSWIRE) -- <b>Reliq Health Technologies Inc. (TSXV:RHT or OTC:RQHTF or WKN:A2AJTB) </b>(“<b>Reliq</b>” or the “<b>Company</b>”), a rapidly growing global telemedicine company that develops innovative Virtual Care solutions for the multi-billion dollar Healthcare market, today announced that it has signed contracts with three physician practices in Texas to provide its iUGO Care platform to their chronic disease patients.</p>\n<p>“We are very pleased to be adding three new US physician practices to our iUGO Care platform,” said Dr. Lisa Crossley, CEO of Reliq Health Technologies, Inc. “The average revenue from these contracts will be $65 USD per patient per month. All three of these new clients will go live this month. Onboarding with all clients is proceeding per the guidance we have provided for 2021, and we remain on track to exit December 2021 at a run rate of $2,000,000 per month in revenue. We expect to work through our backlog of over 200,000 patients in the next 18-24 months as the healthcare sector continues its recovery from the global pandemic.”</p>\n<p><b>Reliq Health</b></p>\n<p>Reliq Health Technologies is a rapidly growing global telemedicine that specializes in developing innovative Virtual Care solutions for the multi-billion dollar Healthcare market. Reliq’s powerful iUGO Care platform supports care coordination and community-based virtual healthcare. iUGO Care allows complex patients to receive high quality care at home, improving health outcomes, enhancing quality of life for patients and families and reducing the cost of care delivery. iUGO Care provides real-time access to remote patient monitoring data, allowing for timely interventions by the care team to prevent costly hospital readmissions and ER visits. Reliq Health Technologies trades on the TSX Venture under the symbol RHT, on the OTC as RQHTF and on the WKN as A2AJTB.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reliq Health Technologies, Inc. Announces New Contracts with Three US Physician Practices</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\">\nReliq Health Technologies, Inc. Announces New Contracts with Three US Physician Practices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18685233><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HAMILTON, Ontario, July 16, 2021 (GLOBE NEWSWIRE) -- Reliq Health Technologies Inc. (TSXV:RHT or OTC:RQHTF or WKN:A2AJTB) (“Reliq” or the “Company”), a rapidly growing global telemedicine company that...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18685233\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RQHTF":"Reliq Health Technologies Inc.","NGD":"New Gold","TERN":"Terns Pharmaceuticals, Inc.","CRCT":"Cricut, Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=18685233","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151570275","content_text":"HAMILTON, Ontario, July 16, 2021 (GLOBE NEWSWIRE) -- Reliq Health Technologies Inc. (TSXV:RHT or OTC:RQHTF or WKN:A2AJTB) (“Reliq” or the “Company”), a rapidly growing global telemedicine company that develops innovative Virtual Care solutions for the multi-billion dollar Healthcare market, today announced that it has signed contracts with three physician practices in Texas to provide its iUGO Care platform to their chronic disease patients.\n“We are very pleased to be adding three new US physician practices to our iUGO Care platform,” said Dr. Lisa Crossley, CEO of Reliq Health Technologies, Inc. “The average revenue from these contracts will be $65 USD per patient per month. All three of these new clients will go live this month. Onboarding with all clients is proceeding per the guidance we have provided for 2021, and we remain on track to exit December 2021 at a run rate of $2,000,000 per month in revenue. We expect to work through our backlog of over 200,000 patients in the next 18-24 months as the healthcare sector continues its recovery from the global pandemic.”\nReliq Health\nReliq Health Technologies is a rapidly growing global telemedicine that specializes in developing innovative Virtual Care solutions for the multi-billion dollar Healthcare market. Reliq’s powerful iUGO Care platform supports care coordination and community-based virtual healthcare. iUGO Care allows complex patients to receive high quality care at home, improving health outcomes, enhancing quality of life for patients and families and reducing the cost of care delivery. iUGO Care provides real-time access to remote patient monitoring data, allowing for timely interventions by the care team to prevent costly hospital readmissions and ER visits. Reliq Health Technologies trades on the TSX Venture under the symbol RHT, on the OTC as RQHTF and on the WKN as A2AJTB.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170886358,"gmtCreate":1626419874774,"gmtModify":1703759817061,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"? good","listText":"? good","text":"? good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170886358","repostId":"1189921948","repostType":4,"repost":{"id":"1189921948","pubTimestamp":1626414777,"share":"https://ttm.financial/m/news/1189921948?lang=&edition=fundamental","pubTime":"2021-07-16 13:52","market":"us","language":"en","title":"Apple In 2025: DCF Model Update","url":"https://stock-news.laohu8.com/highlight/detail?id=1189921948","media":"seekingalpha","summary":"Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking int","content":"<p><b>Summary</b></p>\n<ul>\n <li>This is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.</li>\n <li>The rumor is that Apple’s initial iPhone order for 2022 is up 20% from its blowout 2021. This would represent the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.</li>\n <li>Apple’s share price has gotten ahead of its cash flows, and even in this rumor scenario, there is not a lot of fair value upside in the next year.</li>\n <li>My recommendations remain unchanged.</li>\n</ul>\n<p><b>We’re Gonna Need a Bigger Boat</b></p>\n<p>I recently published avery long articleon my long term Apple(NASDAQ:AAPL)thesis. You can be thankful that I am not here to repeat those 7,000 words. Included in the article was a 2025 DCF model with four scenarios. Because of this chart, each scenario assumed iPhone revenue would be down from fiscal 2021’s blowout in 2022 and 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/f7f8aedd681fd593d93dddb8cc729aac\" tg-width=\"640\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p>\n<p>In that chart, you can pretty clearly see the 3-year cycle, with 2015, 2018 and 2021 as the tentpole years. But then Apple rumor millchurned this outon Tuesday this week:</p>\n<p><img src=\"https://static.tigerbbs.com/0a91eb20e82f9598a938e67d8d3a97d4\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Bloomberg screenshot</i></p>\n<p>Bloomberg’s Mark Gurman has been a pretty reliable source of Apple gossip, so we should take this as a serious possibility. I am estimating iPhone will surge 37% YoY in fiscal 2021. To bump up another 20% in 2022 would be the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.</p>\n<p>To be clear:</p>\n<ul>\n <li>The specific rumor is that Apple has bumped up their initial order from 75 million to 90 million.</li>\n <li>This is a rumor, albeit from a reliable source, and may not even be true, or be a misinterpretation of other information.</li>\n <li>Even if true, there can be other reasons besides increased anticipated demand for Apple wanting to increase the initial order. For example, they may need capacity or supply for something else in early calendar 2022, and they are pushing forward iPhone production to clear the decks.</li>\n</ul>\n<p>But putting that aside, let’s look at what happens to the DCF and revenue models if iPhone sees a 20% YoY gain in 2022 rather than the -6% drop I was modeling into my best case scenario. The drops in the previous second years of the cycle were -12% in 2016 and -14% in 2019. A 20% increase would be a huge shift from the pattern.</p>\n<p><b>Five Scenarios</b></p>\n<p>Models of the future are generally an expression of the author’s biases with math laid over it. My number one recommendation for consumers of these sorts of things is skepticism and a thorough frisking of assumptions. The recentTesla model from ARK Investmentis a cautionary tale for everyone. There areExcel worksheetson GitHub with the model, and all the major assumptions are modifiable. Each scenario is a separate worksheet.</p>\n<p>Let’s first look at some assumptions common to the original four scenarios:</p>\n<ul>\n <li>iPhone continues to exhibit a 3-year cyclical pattern. Fiscal 2021 is the high year, so 2024 is the next one.</li>\n <li>Legal and regulatory action trims App Store and thus Services growth a little.</li>\n <li>Wearables, etc. remains on its strong growth path on Apple Watch, AirPods, AirTags, and at least one new product category, a VR headset in calendar 2022.</li>\n <li>Mac and iPad return roughly to their pre-pandemic patterns. Like all PC makers, Apple saw abig surgefrom work-from-home.</li>\n <li>Fiscal 2021 is half-reported, so all scenarios assume that it will complete along Apple’s average seasonal pattern from 2016-2019.</li>\n <li>Other assumptions are in the Excel sheets.</li>\n</ul>\n<p>Scenarios:</p>\n<ol>\n <li>Large, had been most optimistic case, but now we have a larger one based on this rumor.</li>\n <li>Medium, my base case.</li>\n <li>Small is what Apple looks like if they come off the growth rates of the last 4-6 years.</li>\n <li>Tiny is the same as Small through 2023, and then we’re going to throw some real problems at Apple.</li>\n <li>Gurman Rumor is the same as Large, but with the new inflated iPhone projections.</li>\n</ol>\n<p>In Medium:</p>\n<ul>\n <li>We’ll model the iPhone cycle with the average growth rates of the 2015 and 2018 cycles.</li>\n <li>Services growth comes off of 2016-2020 trajectory by 2 pp because of legal or regulatory action on App Store.</li>\n <li>The rest, as above.</li>\n</ul>\n<p>Large and Small will, respectively, add and subtract from these growth rates in Medium. In addition, Large assumes:</p>\n<ul>\n <li>Boost in fiscal 2022-2025 for iPhone on 5G adoption.</li>\n <li>Apple Silicon Macs gain Apple some PC market share.</li>\n <li>Apple's AR glasses come out in the middle of fiscal 2025. To be clear, I view that as an unlikely timeline, but it does not have a large effect on the model since it comes 6 months from the end of our interval.</li>\n</ul>\n<p>Tiny is a special event-based scenario where we will throw the two worst plausible scenarios we can at Apple. It starts with a huge reduction in App Store revenues due to antitrust action in the US and Europe at the end of fiscal 2023, and getting kicked out of China at the end of fiscal 2024. The former will be modeled as a sharp downturn in Services revenue in fiscal 2024. The China expulsion will lead to a 15% drop in top line revenue, and a decrease in products gross margin by 5 pp in 2025. I don’t view either of these as particularly likely, but this is the worst it can get.</p>\n<p><b>Apple Stock in 2025</b></p>\n<p>This table summarizes the results of the model scenarios:</p>\n<p><img src=\"https://static.tigerbbs.com/627cf8bb56d0111fd73bb08563552c10\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p>\n<p>The interesting result to me is that the Gurman scenario does not boost cash flows and fair value as much as I expected. This is an artifact of the growth of the Services and Wearables, etc. segments, now 30% of all Apple revenue:</p>\n<p><img src=\"https://static.tigerbbs.com/7e7c93e5533b009f089b91803a1f3a2f\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p>Even with iPhone’s extraordinary fiscal 2021, up 37% YoY by my estimate, iPhone was still 53% of Apple’s total net sales, down from 66% in 2015, the peak. While still the biggest thing on Apple’s tables, it is not nearly as important to consolidated Apple’s income statement as it was even 3 years ago, when it was 62% of Apple net sales.</p>\n<p>This chart tracks the growth of fair value over the course of the models.</p>\n<p><img src=\"https://static.tigerbbs.com/71adf9785e904740f3eaae349f1fd8b8\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>The rest of Apple has become so big that even adding $50 billion to 2022 iPhone sales going from the Large scenario to the Gurman Rumor scenario only raises free cash flow and the share price by about 8%. In the end, it represents a 3.1 pp increase in annual fair value appreciation over Large by 2025, but almost 10 pp per year over Medium, which remains my base case until we have a little more clarity on this rumor.</p>\n<p>So the overall conclusion from my original article remains. Likely a lot of the gains of 2021 and 2022 are already baked into Apple’s price, especially since it is up 17% since the original article published in June. Since the beginning of fiscal 2020, Apple share price is up 140%, which has already captured a lot of the cash flow growth. Most likely fiscal 2023 is where we see it break out again.</p>\n<p>But if Gurman’s rumor is correct, the breakout will come sooner, likely after they report Q4 2021 around the end of October, and give us guidance for Q1 2022. If that is much higher than expectations, that will likely represent a new leg up in share price. But Apple share price has appreciated so much already, even in the Gurman Rumor scenario that doesn’t represent a huge change in fair value over Thursday’s close:</p>\n<p><img src=\"https://static.tigerbbs.com/e94838bde5f985f7a186dc7a4bdb1cad\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>So my recommendations remain:</p>\n<ul>\n <li>If your time horizon for Apple is short, now is a good time to take profits.</li>\n <li>But if your time horizon is long like mine, there is no other company with the range of long-term strengths Apple has, and a cash-flow machine which will eventually catch up to the inflated price.</li>\n</ul>\n<p>For more details on those long term strengths and that cash-flow machine, see the original June article.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple In 2025: DCF Model Update</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple In 2025: DCF Model Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.\nThe rumor is that Apple’s initial iPhone ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189921948","content_text":"Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.\nThe rumor is that Apple’s initial iPhone order for 2022 is up 20% from its blowout 2021. This would represent the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.\nApple’s share price has gotten ahead of its cash flows, and even in this rumor scenario, there is not a lot of fair value upside in the next year.\nMy recommendations remain unchanged.\n\nWe’re Gonna Need a Bigger Boat\nI recently published avery long articleon my long term Apple(NASDAQ:AAPL)thesis. You can be thankful that I am not here to repeat those 7,000 words. Included in the article was a 2025 DCF model with four scenarios. Because of this chart, each scenario assumed iPhone revenue would be down from fiscal 2021’s blowout in 2022 and 2023:\n\nIn that chart, you can pretty clearly see the 3-year cycle, with 2015, 2018 and 2021 as the tentpole years. But then Apple rumor millchurned this outon Tuesday this week:\n\nBloomberg screenshot\nBloomberg’s Mark Gurman has been a pretty reliable source of Apple gossip, so we should take this as a serious possibility. I am estimating iPhone will surge 37% YoY in fiscal 2021. To bump up another 20% in 2022 would be the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.\nTo be clear:\n\nThe specific rumor is that Apple has bumped up their initial order from 75 million to 90 million.\nThis is a rumor, albeit from a reliable source, and may not even be true, or be a misinterpretation of other information.\nEven if true, there can be other reasons besides increased anticipated demand for Apple wanting to increase the initial order. For example, they may need capacity or supply for something else in early calendar 2022, and they are pushing forward iPhone production to clear the decks.\n\nBut putting that aside, let’s look at what happens to the DCF and revenue models if iPhone sees a 20% YoY gain in 2022 rather than the -6% drop I was modeling into my best case scenario. The drops in the previous second years of the cycle were -12% in 2016 and -14% in 2019. A 20% increase would be a huge shift from the pattern.\nFive Scenarios\nModels of the future are generally an expression of the author’s biases with math laid over it. My number one recommendation for consumers of these sorts of things is skepticism and a thorough frisking of assumptions. The recentTesla model from ARK Investmentis a cautionary tale for everyone. There areExcel worksheetson GitHub with the model, and all the major assumptions are modifiable. Each scenario is a separate worksheet.\nLet’s first look at some assumptions common to the original four scenarios:\n\niPhone continues to exhibit a 3-year cyclical pattern. Fiscal 2021 is the high year, so 2024 is the next one.\nLegal and regulatory action trims App Store and thus Services growth a little.\nWearables, etc. remains on its strong growth path on Apple Watch, AirPods, AirTags, and at least one new product category, a VR headset in calendar 2022.\nMac and iPad return roughly to their pre-pandemic patterns. Like all PC makers, Apple saw abig surgefrom work-from-home.\nFiscal 2021 is half-reported, so all scenarios assume that it will complete along Apple’s average seasonal pattern from 2016-2019.\nOther assumptions are in the Excel sheets.\n\nScenarios:\n\nLarge, had been most optimistic case, but now we have a larger one based on this rumor.\nMedium, my base case.\nSmall is what Apple looks like if they come off the growth rates of the last 4-6 years.\nTiny is the same as Small through 2023, and then we’re going to throw some real problems at Apple.\nGurman Rumor is the same as Large, but with the new inflated iPhone projections.\n\nIn Medium:\n\nWe’ll model the iPhone cycle with the average growth rates of the 2015 and 2018 cycles.\nServices growth comes off of 2016-2020 trajectory by 2 pp because of legal or regulatory action on App Store.\nThe rest, as above.\n\nLarge and Small will, respectively, add and subtract from these growth rates in Medium. In addition, Large assumes:\n\nBoost in fiscal 2022-2025 for iPhone on 5G adoption.\nApple Silicon Macs gain Apple some PC market share.\nApple's AR glasses come out in the middle of fiscal 2025. To be clear, I view that as an unlikely timeline, but it does not have a large effect on the model since it comes 6 months from the end of our interval.\n\nTiny is a special event-based scenario where we will throw the two worst plausible scenarios we can at Apple. It starts with a huge reduction in App Store revenues due to antitrust action in the US and Europe at the end of fiscal 2023, and getting kicked out of China at the end of fiscal 2024. The former will be modeled as a sharp downturn in Services revenue in fiscal 2024. The China expulsion will lead to a 15% drop in top line revenue, and a decrease in products gross margin by 5 pp in 2025. I don’t view either of these as particularly likely, but this is the worst it can get.\nApple Stock in 2025\nThis table summarizes the results of the model scenarios:\n\nThe interesting result to me is that the Gurman scenario does not boost cash flows and fair value as much as I expected. This is an artifact of the growth of the Services and Wearables, etc. segments, now 30% of all Apple revenue:\n\nEven with iPhone’s extraordinary fiscal 2021, up 37% YoY by my estimate, iPhone was still 53% of Apple’s total net sales, down from 66% in 2015, the peak. While still the biggest thing on Apple’s tables, it is not nearly as important to consolidated Apple’s income statement as it was even 3 years ago, when it was 62% of Apple net sales.\nThis chart tracks the growth of fair value over the course of the models.\n\nThe rest of Apple has become so big that even adding $50 billion to 2022 iPhone sales going from the Large scenario to the Gurman Rumor scenario only raises free cash flow and the share price by about 8%. In the end, it represents a 3.1 pp increase in annual fair value appreciation over Large by 2025, but almost 10 pp per year over Medium, which remains my base case until we have a little more clarity on this rumor.\nSo the overall conclusion from my original article remains. Likely a lot of the gains of 2021 and 2022 are already baked into Apple’s price, especially since it is up 17% since the original article published in June. Since the beginning of fiscal 2020, Apple share price is up 140%, which has already captured a lot of the cash flow growth. Most likely fiscal 2023 is where we see it break out again.\nBut if Gurman’s rumor is correct, the breakout will come sooner, likely after they report Q4 2021 around the end of October, and give us guidance for Q1 2022. If that is much higher than expectations, that will likely represent a new leg up in share price. But Apple share price has appreciated so much already, even in the Gurman Rumor scenario that doesn’t represent a huge change in fair value over Thursday’s close:\n\nSo my recommendations remain:\n\nIf your time horizon for Apple is short, now is a good time to take profits.\nBut if your time horizon is long like mine, there is no other company with the range of long-term strengths Apple has, and a cash-flow machine which will eventually catch up to the inflated price.\n\nFor more details on those long term strengths and that cash-flow machine, see the original June article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170888647,"gmtCreate":1626419830189,"gmtModify":1703759815933,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Good ?&nbsp;","listText":"Good ?&nbsp;","text":"Good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170888647","repostId":"1111446111","repostType":4,"repost":{"id":"1111446111","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626417881,"share":"https://ttm.financial/m/news/1111446111?lang=&edition=fundamental","pubTime":"2021-07-16 14:44","market":"us","language":"en","title":"Tesla Records 85% Surge In California Registrations With Model Y Driving Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1111446111","media":"Benzinga","summary":"Tesla Inc TSLA 0.43% electric vehicle registrations soared 85% to 23,556 vehicles in the second quarter in the home state California, compared with a year ago,accordingto research firm Cross-Sell, Reuters reported Thursday.What Happened:Cross-Sell said the electric vehicle maker registered a total of 46,926 vehicles among 23 states where it collected data. More than half of these registrations were for Model Y.Model Y registrations in California alone jumped more than sevenfold to 13,581 vehicle","content":"<p><img src=\"https://static.tigerbbs.com/c189bb8552e25b37f4e824d92665a90e\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>Tesla Inc</b>&nbsp;TSLA 0.43%&nbsp;electric vehicle registrations soared 85% to 23,556 vehicles in the second quarter in the home state California, compared with a year ago,accordingto research firm Cross-Sell, Reuters reported Thursday.</p>\n<p><b>What Happened:</b>Cross-Sell said the electric vehicle maker registered a total of 46,926 vehicles&nbsp;among 23 states where it collected data.&nbsp;More than half of these registrations were for Model Y.</p>\n<p>Model Y registrations in California alone jumped more than sevenfold to 13,581 vehicles, representing more than half of the total registrations, as per the firm, noted Reuters.</p>\n<p>Tesla’s Model Y was its best-selling electric vehicle in the U.S., followed by the Model 3.</p>\n<p>Model 3, the entry-level mid-size sedan, used to be the Palo Alto-based company’s best-selling electric vehicle in 2020 but sales in the U.S. market declined by more than 50% year-over-year in the first quarter of 2021.</p>\n<p><b>Why It Matters:</b>&nbsp;In the first quarter, Tesla’s&nbsp;share of the U.S.&nbsp;EV market slipped as the overall market grew, contributing 71% of total EV sales, down from 83% share a year ago.</p>\n<p>U.S. customers have also been complaining about price hikes for the Model 3 and Model Y vehicles despite Tesla removing features such as the lumbar support on the passenger seat of the Model Y. CEO Elon Musk a month ago blamed industry-widesupply chain issuesand semiconductor shortages for those price hikes.</p>\n<p>The chip shortages have led to extended delivery lead times stretching up to six months in some cases. As per Loup Ventures, for Tesla’s Model 3 and Model Y — the delivery time is between two to three months.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed 0.43% lower at $650.60 on Thursday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Records 85% Surge In California Registrations With Model Y Driving Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Records 85% Surge In California Registrations With Model Y Driving Growth\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-16 14:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c189bb8552e25b37f4e824d92665a90e\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>Tesla Inc</b>&nbsp;TSLA 0.43%&nbsp;electric vehicle registrations soared 85% to 23,556 vehicles in the second quarter in the home state California, compared with a year ago,accordingto research firm Cross-Sell, Reuters reported Thursday.</p>\n<p><b>What Happened:</b>Cross-Sell said the electric vehicle maker registered a total of 46,926 vehicles&nbsp;among 23 states where it collected data.&nbsp;More than half of these registrations were for Model Y.</p>\n<p>Model Y registrations in California alone jumped more than sevenfold to 13,581 vehicles, representing more than half of the total registrations, as per the firm, noted Reuters.</p>\n<p>Tesla’s Model Y was its best-selling electric vehicle in the U.S., followed by the Model 3.</p>\n<p>Model 3, the entry-level mid-size sedan, used to be the Palo Alto-based company’s best-selling electric vehicle in 2020 but sales in the U.S. market declined by more than 50% year-over-year in the first quarter of 2021.</p>\n<p><b>Why It Matters:</b>&nbsp;In the first quarter, Tesla’s&nbsp;share of the U.S.&nbsp;EV market slipped as the overall market grew, contributing 71% of total EV sales, down from 83% share a year ago.</p>\n<p>U.S. customers have also been complaining about price hikes for the Model 3 and Model Y vehicles despite Tesla removing features such as the lumbar support on the passenger seat of the Model Y. CEO Elon Musk a month ago blamed industry-widesupply chain issuesand semiconductor shortages for those price hikes.</p>\n<p>The chip shortages have led to extended delivery lead times stretching up to six months in some cases. As per Loup Ventures, for Tesla’s Model 3 and Model Y — the delivery time is between two to three months.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed 0.43% lower at $650.60 on Thursday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111446111","content_text":"Tesla Inc TSLA 0.43% electric vehicle registrations soared 85% to 23,556 vehicles in the second quarter in the home state California, compared with a year ago,accordingto research firm Cross-Sell, Reuters reported Thursday.\nWhat Happened:Cross-Sell said the electric vehicle maker registered a total of 46,926 vehicles among 23 states where it collected data. More than half of these registrations were for Model Y.\nModel Y registrations in California alone jumped more than sevenfold to 13,581 vehicles, representing more than half of the total registrations, as per the firm, noted Reuters.\nTesla’s Model Y was its best-selling electric vehicle in the U.S., followed by the Model 3.\nModel 3, the entry-level mid-size sedan, used to be the Palo Alto-based company’s best-selling electric vehicle in 2020 but sales in the U.S. market declined by more than 50% year-over-year in the first quarter of 2021.\nWhy It Matters: In the first quarter, Tesla’s share of the U.S. EV market slipped as the overall market grew, contributing 71% of total EV sales, down from 83% share a year ago.\nU.S. customers have also been complaining about price hikes for the Model 3 and Model Y vehicles despite Tesla removing features such as the lumbar support on the passenger seat of the Model Y. CEO Elon Musk a month ago blamed industry-widesupply chain issuesand semiconductor shortages for those price hikes.\nThe chip shortages have led to extended delivery lead times stretching up to six months in some cases. As per Loup Ventures, for Tesla’s Model 3 and Model Y — the delivery time is between two to three months.\nPrice Action: Tesla shares closed 0.43% lower at $650.60 on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142415796,"gmtCreate":1626167767915,"gmtModify":1703754690831,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142415796","repostId":"2151410552","repostType":4,"repost":{"id":"2151410552","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626164888,"share":"https://ttm.financial/m/news/2151410552?lang=&edition=fundamental","pubTime":"2021-07-13 16:28","market":"hk","language":"en","title":"Hong Kong shares end higher on tech, financial rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2151410552","media":"Reuters","summary":"* Hang Seng index ends up 1.63% China Enterprises index HSCE rises 1.69%\n* Tencent rises 3.93% after","content":"<p>* Hang Seng index ends up 1.63% China Enterprises index HSCE rises 1.69%</p>\n<p>* Tencent rises 3.93% after Sogou deal approved</p>\n<p>* HSBC jumps after Bank of England scraps dividend curbs</p>\n<p>July 13 (Reuters) - Hong Kong shares rose on Tuesday as high tech and financials stocks rallied, after Chinese regulators approved a deal involving index heavyweight Tencent Holdings and after the Bank of England scrapped dividend curbs on lenders including HSBC.</p>\n<p>** At the close of trade, the Hang Seng index was up 448.17 points, or 1.63%, at 27,963.41. The Hang Seng China Enterprises index rose 1.69% to 10,113.32.</p>\n<p>** Tech firms in Hong Kong drove gains, with the sub-index of the Hang Seng tracking the IT sector rising 3.3% and the Hang Seng Tech index up 1.94%.</p>\n<p>** Tencent Holdings Ltd&nbsp;jumped 3.93% after China's antitrust regulator on Tuesday approved its plan to take the country's no.3 search engine Sogou Inc private in a $3.5 billion deal.</p>\n<p>** The financial sector&nbsp;also gained, rising 1.54% with Hong Kong shares of <a href=\"https://laohu8.com/S/HBCYF\">HSBC Holdings Plc</a> ending 2.62% higher after the Bank of England on Tuesday scrapped pandemic-era curbs on dividends from top lenders with immediate effect.</p>\n<p>** Sentiment was also bolstered by customs data showing that China's exports grew much faster than expected in June, and import growth also beat expectations.</p>\n<p>** The top gainer on the Hang Seng was Geely Automobile Holdings Ltd , which gained 5.18%, while the biggest loser was WuXi Biologics (Cayman) Inc, which fell 3.1%.</p>\n<p>** China's main Shanghai Composite index closed up 0.53% at 3,566.52 points, while the blue-chip CSI300 index ended up 0.18%.</p>\n<p>** The yuan&nbsp;was quoted at 6.4655 per U.S. dollar, 0.17% firmer than the previous close of 6.4762.</p>\n<p>** The top gainers among H-shares were Kuaishou Technology&nbsp;up 5.69%, followed by Geely Automobile Holdings Ltd, gaining 5.18% and Alibaba Group Holding Ltd, up by 3.95%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong shares end higher on tech, financial 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\">\nHong Kong shares end higher on tech, financial rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-13 16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Hang Seng index ends up 1.63% China Enterprises index HSCE rises 1.69%</p>\n<p>* Tencent rises 3.93% after Sogou deal approved</p>\n<p>* HSBC jumps after Bank of England scraps dividend curbs</p>\n<p>July 13 (Reuters) - Hong Kong shares rose on Tuesday as high tech and financials stocks rallied, after Chinese regulators approved a deal involving index heavyweight Tencent Holdings and after the Bank of England scrapped dividend curbs on lenders including HSBC.</p>\n<p>** At the close of trade, the Hang Seng index was up 448.17 points, or 1.63%, at 27,963.41. The Hang Seng China Enterprises index rose 1.69% to 10,113.32.</p>\n<p>** Tech firms in Hong Kong drove gains, with the sub-index of the Hang Seng tracking the IT sector rising 3.3% and the Hang Seng Tech index up 1.94%.</p>\n<p>** Tencent Holdings Ltd&nbsp;jumped 3.93% after China's antitrust regulator on Tuesday approved its plan to take the country's no.3 search engine Sogou Inc private in a $3.5 billion deal.</p>\n<p>** The financial sector&nbsp;also gained, rising 1.54% with Hong Kong shares of <a href=\"https://laohu8.com/S/HBCYF\">HSBC Holdings Plc</a> ending 2.62% higher after the Bank of England on Tuesday scrapped pandemic-era curbs on dividends from top lenders with immediate effect.</p>\n<p>** Sentiment was also bolstered by customs data showing that China's exports grew much faster than expected in June, and import growth also beat expectations.</p>\n<p>** The top gainer on the Hang Seng was Geely Automobile Holdings Ltd , which gained 5.18%, while the biggest loser was WuXi Biologics (Cayman) Inc, which fell 3.1%.</p>\n<p>** China's main Shanghai Composite index closed up 0.53% at 3,566.52 points, while the blue-chip CSI300 index ended up 0.18%.</p>\n<p>** The yuan&nbsp;was quoted at 6.4655 per U.S. dollar, 0.17% firmer than the previous close of 6.4762.</p>\n<p>** The top gainers among H-shares were Kuaishou Technology&nbsp;up 5.69%, followed by Geely Automobile Holdings Ltd, gaining 5.18% and Alibaba Group Holding Ltd, up by 3.95%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","HSI":"恒生指数","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151410552","content_text":"* Hang Seng index ends up 1.63% China Enterprises index HSCE rises 1.69%\n* Tencent rises 3.93% after Sogou deal approved\n* HSBC jumps after Bank of England scraps dividend curbs\nJuly 13 (Reuters) - Hong Kong shares rose on Tuesday as high tech and financials stocks rallied, after Chinese regulators approved a deal involving index heavyweight Tencent Holdings and after the Bank of England scrapped dividend curbs on lenders including HSBC.\n** At the close of trade, the Hang Seng index was up 448.17 points, or 1.63%, at 27,963.41. The Hang Seng China Enterprises index rose 1.69% to 10,113.32.\n** Tech firms in Hong Kong drove gains, with the sub-index of the Hang Seng tracking the IT sector rising 3.3% and the Hang Seng Tech index up 1.94%.\n** Tencent Holdings Ltd jumped 3.93% after China's antitrust regulator on Tuesday approved its plan to take the country's no.3 search engine Sogou Inc private in a $3.5 billion deal.\n** The financial sector also gained, rising 1.54% with Hong Kong shares of HSBC Holdings Plc ending 2.62% higher after the Bank of England on Tuesday scrapped pandemic-era curbs on dividends from top lenders with immediate effect.\n** Sentiment was also bolstered by customs data showing that China's exports grew much faster than expected in June, and import growth also beat expectations.\n** The top gainer on the Hang Seng was Geely Automobile Holdings Ltd , which gained 5.18%, while the biggest loser was WuXi Biologics (Cayman) Inc, which fell 3.1%.\n** China's main Shanghai Composite index closed up 0.53% at 3,566.52 points, while the blue-chip CSI300 index ended up 0.18%.\n** The yuan was quoted at 6.4655 per U.S. dollar, 0.17% firmer than the previous close of 6.4762.\n** The top gainers among H-shares were Kuaishou Technology up 5.69%, followed by Geely Automobile Holdings Ltd, gaining 5.18% and Alibaba Group Holding Ltd, up by 3.95%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142415245,"gmtCreate":1626167740987,"gmtModify":1703754690340,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142415245","repostId":"1101566017","repostType":4,"repost":{"id":"1101566017","pubTimestamp":1626132937,"share":"https://ttm.financial/m/news/1101566017?lang=&edition=fundamental","pubTime":"2021-07-13 07:35","market":"us","language":"en","title":"How earnings season is likely to play out in the coming weeks and its impact on the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=1101566017","media":"cnbc","summary":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.Earnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if","content":"<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How earnings season is likely to play out in the coming weeks and its impact on the stock market</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\">\nHow earnings season is likely to play out in the coming weeks and its impact on the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101566017","content_text":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.\nNormally a profit leader, the technology sector this quarter, is expected to see just 32% profit growth, according to Refiniv. That compares to shockingly large estimated increases in industrial sector profits of more than 570%, and energy industry profits, up 220%. Earnings for the financial and materials sectors are expected to be up more than 100% each.\nThose huge gains and expected earnings beats should be a positive for some cyclical stocks this quarter. Earnings season kicks off Tuesday with reports fromJPMorgan Chase,Goldman Sachs,andPepsiCo.\nThis earnings season will be the period where the tug of war that’s been a factor in the stock market, between cyclical and growth trades, is due to play out very clearly in the earnings numbers. Inflationary pressures, negative for tech stock performance, are expected to help boost cyclical earnings growth in the rebound, as companies face rising input costs but also up their prices.\n“I think what you’re going to see is a very unusual kind of contradiction between the data and the narrative,” said Jonathan Golub, chief U.S. equity strategist at Credit Suisse. “What companies are going to say is they are facing shortages and rising input costs and other things which are constraints to their success. And then what you’re going to see is massive beats and the biggest portions coming from higher margins. They’re not going to try to reconcile it.”\nGolub expects companies to provide detail on rising costs and supply shortages but not as much information on how much they are raising prices or how broadly.\n“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if you look at the results, they’re going to be magnificent,” he said.\nBut ultimately, it’s tech and growth that will prove to be the best performers profit-wise over the long haul. “Their own earnings revisions for themselves are still good. They’re not deteriorating. They’re solid. They’re not getting worse. They’re not accelerating in this ridiculous way. They’re on the same solid trajectory they’ve been on,” said Brian Rauscher, Fundstrat head of global portfolio strategy.\nRauscher expects the trend to revert back to tech as the better earnings performer in two quarters from now, when cyclical airline stocks or industrial stocks like Caterpillar will see earnings growth back in the single digits. “Tech will keep growing at 25%,” he said.\nHe says economic growth will have slowed to a more normalized and sustained pace. By then it will be more apparent whether inflation is temporary or not.\n“If they are unable to pass along price increases, it will hit the earnings,” he said.\nGolub points out that tech profits in last year’s second quarter actually increased by 3.3% from 2019, as cyclical earnings plunged 85% in the same period. The 2021 second quarter earnings growth estimate for tech is 34.2%, while some cyclical earnings will rebound by more than 570% just to get back to even with 2019.\n“It says one of these is a near term trade, and one of them is a long term trade,” said Golub. “Once the supply chain issues are gone, [cyclicals] are going to be unimpressive.”\nEven with the push pull of tech and growth versus cyclical trades, strategists say the earning season should be good for the stock market.\n“I think the numbers will be very good, and it’ll be supportive for markets,” said Rauscher. He said some investors may be concerned that a peak period of earnings this quarter will lead to a market decline but he doesn’t expect that to be the case.\n“Obviously, the numbers are going to be outsized because we have that weird comparison from last year. I think the important thing is going to be the return of guidance,” Rauscher said. Both he and Golub say they expect earnings to beat to the upside.\n“I think the analysts have underestimated the improvement in operating leverage,” Rauscher said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130074007,"gmtCreate":1621499853409,"gmtModify":1704358628551,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130074007","repostId":"2136411409","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806104848,"gmtCreate":1627638115884,"gmtModify":1703493844752,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806104848","repostId":"2155134341","repostType":4,"repost":{"id":"2155134341","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627635997,"share":"https://ttm.financial/m/news/2155134341?lang=&edition=fundamental","pubTime":"2021-07-30 17:06","market":"us","language":"en","title":"7 Stocks To Watch For July 30, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2155134341","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Procter &amp; Gamble Co (NYSE: PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Procter &amp; Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>\n <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>\n <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>\n <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>\n <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li>\n</ul>","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>7 Stocks To Watch For July 30, 2021</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\">\n7 Stocks To Watch For July 30, 2021\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-30 17:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Procter &amp; Gamble Co</b> (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter &amp; Gamble shares rose 0.5% to close at $139.48 on Thursday.</li>\n <li><b>Pinterest Inc</b> (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.</li>\n <li>Analysts expect <b>Caterpillar Inc.</b> (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.</li>\n <li><b>Amazon.com, Inc.</b> (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>Exxon Mobil Corporation</b> (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/TMUSP\">T-Mobile US, Inc.</a> </b> (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.</li>\n <li>Analysts expect <b>Chevron Corporation</b> (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PG":"宝洁","CVX":"雪佛龙","CAT":"卡特彼勒","TMUS":"T-Mobile US Inc","AMZN":"亚马逊","PINS":"Pinterest, Inc.","XOM":"埃克森美孚"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155134341","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Procter & Gamble Co (NYSE:PG) to report quarterly earnings at $1.09 per share on revenue of $18.36 billion before the opening bell. Procter & Gamble shares rose 0.5% to close at $139.48 on Thursday.\nPinterest Inc (NYSE:PINS) reported upbeat earnings and sales results for its second quarter on Thursday. However, the company’s stock dropped following weaker-than-expected growth in monthly active users and bearish revenue forecast for the third quarter. Pinterest shares dipped 18.2% to $58.95 in premarket trading.\nAnalysts expect Caterpillar Inc. (NYSE:CAT) to post quarterly earnings at $2.38 per share on revenue of $12.58 billion before the opening bell. Caterpillar shares fell 0.7% to $211.00 in premarket trading.\nAmazon.com, Inc. (NASDAQ:AMZN) reported better-than-expected earnings for its second quarter, while sales missed expectations. The company also issued weak sales forecast for the current quarter. Amazon shares fell 6.3% to $3,374.00 in the after-hours trading session.\n\n\nAnalysts are expecting Exxon Mobil Corporation (NYSE:XOM) to have earned $0.97 per share on revenue of $65.02 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 0.2% to $59.05 in premarket trading.\nT-Mobile US, Inc.  (NASDAQ:TMUS) posted upbeat results for its second quarter and also raised its FY21 core adjusted EBITDA guidance. T-Mobile shares, however, dropped 2.2% to $141.50 in premarket trading.\nAnalysts expect Chevron Corporation (NYSE:CVX) to report quarterly earnings at $1.50 per share on revenue of $34.32 billion before the opening bell. Chevron shares gained 0.4% to $103.00 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806104466,"gmtCreate":1627638160055,"gmtModify":1703493845083,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806104466","repostId":"1166392380","repostType":4,"repost":{"id":"1166392380","pubTimestamp":1627635559,"share":"https://ttm.financial/m/news/1166392380?lang=&edition=fundamental","pubTime":"2021-07-30 16:59","market":"us","language":"en","title":"Re-Evaluating NIO After Its 30% Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=1166392380","media":"seekingalpha","summary":"Shares of NIO have dropped sharply in July.NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.Shares of Chinese electric vehicle maker NIO  have dr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of NIO have dropped sharply in July.</li>\n <li>NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.</li>\n <li>However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.</li>\n <li>NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.</li>\n <li>The market panic creates a buy-the-dip opportunity.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05996145af51693fcf4685e329a5a345\" tg-width=\"1536\" tg-height=\"1026\" width=\"100%\" height=\"auto\"><span>https://www.facebook.com/PlargueDoctor//iStock via Getty Images</span></p>\n<p>Shares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.</p>\n<p><b>China's crackdown</b></p>\n<p>It all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to&nbsp;give up its exclusive music copyrights&nbsp;within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app&nbsp;pulled from app stores&nbsp;earlier this month - which is likely related to&nbsp;its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a&nbsp;$2.8B fine for abusing its market dominance&nbsp;in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned&nbsp;paid tutoring in the education sector&nbsp;and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.</p>\n<p><b>The Chinese EV market is growing extremely fast and has no monopolistic structure</b></p>\n<p>The Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a19dc7f865853a65956c1b0eab25f2c7\" tg-width=\"635\" tg-height=\"582\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>NIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773b6ddd478dbeeff322569bb93ac92f\" tg-width=\"718\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>(Source: The International Council On Clean Transportation)</span></p>\n<p>In 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on&nbsp;my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could&nbsp;rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cce9674e002abb9c5e70eef33e97b68\" tg-width=\"913\" tg-height=\"442\" width=\"100%\" height=\"auto\"><span>(Source: InsideEVs)</span></p>\n<p><b>Government is actively supporting Chinese EV makers</b></p>\n<p>There is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50881259b29247848accd997405610c4\" tg-width=\"1004\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>(Source: IEA Global Energy Outlook)</span></p>\n<p>Since Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.</p>\n<p><b>Overreaction creates an opportunity to engage</b></p>\n<p>After NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf95f86d85e0fe227eb608c0e80e558\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Due to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the&nbsp;BaaS revenue opportunity&nbsp;is the key differentiating factor that sets NIO apart from the competition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb4101fdf02c82855a6db3912c525d5b\" tg-width=\"907\" tg-height=\"411\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<p><b>Risks with NIO</b></p>\n<p>Government intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO&nbsp;lowered its production guidance&nbsp;earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.</p>\n<p><b>Final thoughts</b></p>\n<p>This is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Re-Evaluating NIO After Its 30% Drop</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\">\nRe-Evaluating NIO After Its 30% Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166392380","content_text":"Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.\nNIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.\nThe market panic creates a buy-the-dip opportunity.\n\nhttps://www.facebook.com/PlargueDoctor//iStock via Getty Images\nShares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.\nChina's crackdown\nIt all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to give up its exclusive music copyrights within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app pulled from app stores earlier this month - which is likely related to its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a $2.8B fine for abusing its market dominance in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned paid tutoring in the education sector and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.\nThe Chinese EV market is growing extremely fast and has no monopolistic structure\nThe Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.\nData by YCharts\nNIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.\n(Source: The International Council On Clean Transportation)\nIn 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.\n(Source: InsideEVs)\nGovernment is actively supporting Chinese EV makers\nThere is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.\n(Source: IEA Global Energy Outlook)\nSince Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.\nOverreaction creates an opportunity to engage\nAfter NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.\nData by YCharts\nDue to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the BaaS revenue opportunity is the key differentiating factor that sets NIO apart from the competition.\n(Source: Author)\nRisks with NIO\nGovernment intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO lowered its production guidance earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.\nFinal thoughts\nThis is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809694791,"gmtCreate":1627363526113,"gmtModify":1703488424156,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809694791","repostId":"2154309969","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170886292,"gmtCreate":1626419914116,"gmtModify":1703759817708,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170886292","repostId":"2151570275","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170886358,"gmtCreate":1626419874774,"gmtModify":1703759817061,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"? good","listText":"? good","text":"? good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170886358","repostId":"1189921948","repostType":4,"repost":{"id":"1189921948","pubTimestamp":1626414777,"share":"https://ttm.financial/m/news/1189921948?lang=&edition=fundamental","pubTime":"2021-07-16 13:52","market":"us","language":"en","title":"Apple In 2025: DCF Model Update","url":"https://stock-news.laohu8.com/highlight/detail?id=1189921948","media":"seekingalpha","summary":"Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking int","content":"<p><b>Summary</b></p>\n<ul>\n <li>This is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.</li>\n <li>The rumor is that Apple’s initial iPhone order for 2022 is up 20% from its blowout 2021. This would represent the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.</li>\n <li>Apple’s share price has gotten ahead of its cash flows, and even in this rumor scenario, there is not a lot of fair value upside in the next year.</li>\n <li>My recommendations remain unchanged.</li>\n</ul>\n<p><b>We’re Gonna Need a Bigger Boat</b></p>\n<p>I recently published avery long articleon my long term Apple(NASDAQ:AAPL)thesis. You can be thankful that I am not here to repeat those 7,000 words. Included in the article was a 2025 DCF model with four scenarios. Because of this chart, each scenario assumed iPhone revenue would be down from fiscal 2021’s blowout in 2022 and 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/f7f8aedd681fd593d93dddb8cc729aac\" tg-width=\"640\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p>\n<p>In that chart, you can pretty clearly see the 3-year cycle, with 2015, 2018 and 2021 as the tentpole years. But then Apple rumor millchurned this outon Tuesday this week:</p>\n<p><img src=\"https://static.tigerbbs.com/0a91eb20e82f9598a938e67d8d3a97d4\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Bloomberg screenshot</i></p>\n<p>Bloomberg’s Mark Gurman has been a pretty reliable source of Apple gossip, so we should take this as a serious possibility. I am estimating iPhone will surge 37% YoY in fiscal 2021. To bump up another 20% in 2022 would be the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.</p>\n<p>To be clear:</p>\n<ul>\n <li>The specific rumor is that Apple has bumped up their initial order from 75 million to 90 million.</li>\n <li>This is a rumor, albeit from a reliable source, and may not even be true, or be a misinterpretation of other information.</li>\n <li>Even if true, there can be other reasons besides increased anticipated demand for Apple wanting to increase the initial order. For example, they may need capacity or supply for something else in early calendar 2022, and they are pushing forward iPhone production to clear the decks.</li>\n</ul>\n<p>But putting that aside, let’s look at what happens to the DCF and revenue models if iPhone sees a 20% YoY gain in 2022 rather than the -6% drop I was modeling into my best case scenario. The drops in the previous second years of the cycle were -12% in 2016 and -14% in 2019. A 20% increase would be a huge shift from the pattern.</p>\n<p><b>Five Scenarios</b></p>\n<p>Models of the future are generally an expression of the author’s biases with math laid over it. My number one recommendation for consumers of these sorts of things is skepticism and a thorough frisking of assumptions. The recentTesla model from ARK Investmentis a cautionary tale for everyone. There areExcel worksheetson GitHub with the model, and all the major assumptions are modifiable. Each scenario is a separate worksheet.</p>\n<p>Let’s first look at some assumptions common to the original four scenarios:</p>\n<ul>\n <li>iPhone continues to exhibit a 3-year cyclical pattern. Fiscal 2021 is the high year, so 2024 is the next one.</li>\n <li>Legal and regulatory action trims App Store and thus Services growth a little.</li>\n <li>Wearables, etc. remains on its strong growth path on Apple Watch, AirPods, AirTags, and at least one new product category, a VR headset in calendar 2022.</li>\n <li>Mac and iPad return roughly to their pre-pandemic patterns. Like all PC makers, Apple saw abig surgefrom work-from-home.</li>\n <li>Fiscal 2021 is half-reported, so all scenarios assume that it will complete along Apple’s average seasonal pattern from 2016-2019.</li>\n <li>Other assumptions are in the Excel sheets.</li>\n</ul>\n<p>Scenarios:</p>\n<ol>\n <li>Large, had been most optimistic case, but now we have a larger one based on this rumor.</li>\n <li>Medium, my base case.</li>\n <li>Small is what Apple looks like if they come off the growth rates of the last 4-6 years.</li>\n <li>Tiny is the same as Small through 2023, and then we’re going to throw some real problems at Apple.</li>\n <li>Gurman Rumor is the same as Large, but with the new inflated iPhone projections.</li>\n</ol>\n<p>In Medium:</p>\n<ul>\n <li>We’ll model the iPhone cycle with the average growth rates of the 2015 and 2018 cycles.</li>\n <li>Services growth comes off of 2016-2020 trajectory by 2 pp because of legal or regulatory action on App Store.</li>\n <li>The rest, as above.</li>\n</ul>\n<p>Large and Small will, respectively, add and subtract from these growth rates in Medium. In addition, Large assumes:</p>\n<ul>\n <li>Boost in fiscal 2022-2025 for iPhone on 5G adoption.</li>\n <li>Apple Silicon Macs gain Apple some PC market share.</li>\n <li>Apple's AR glasses come out in the middle of fiscal 2025. To be clear, I view that as an unlikely timeline, but it does not have a large effect on the model since it comes 6 months from the end of our interval.</li>\n</ul>\n<p>Tiny is a special event-based scenario where we will throw the two worst plausible scenarios we can at Apple. It starts with a huge reduction in App Store revenues due to antitrust action in the US and Europe at the end of fiscal 2023, and getting kicked out of China at the end of fiscal 2024. The former will be modeled as a sharp downturn in Services revenue in fiscal 2024. The China expulsion will lead to a 15% drop in top line revenue, and a decrease in products gross margin by 5 pp in 2025. I don’t view either of these as particularly likely, but this is the worst it can get.</p>\n<p><b>Apple Stock in 2025</b></p>\n<p>This table summarizes the results of the model scenarios:</p>\n<p><img src=\"https://static.tigerbbs.com/627cf8bb56d0111fd73bb08563552c10\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p>\n<p>The interesting result to me is that the Gurman scenario does not boost cash flows and fair value as much as I expected. This is an artifact of the growth of the Services and Wearables, etc. segments, now 30% of all Apple revenue:</p>\n<p><img src=\"https://static.tigerbbs.com/7e7c93e5533b009f089b91803a1f3a2f\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p>Even with iPhone’s extraordinary fiscal 2021, up 37% YoY by my estimate, iPhone was still 53% of Apple’s total net sales, down from 66% in 2015, the peak. While still the biggest thing on Apple’s tables, it is not nearly as important to consolidated Apple’s income statement as it was even 3 years ago, when it was 62% of Apple net sales.</p>\n<p>This chart tracks the growth of fair value over the course of the models.</p>\n<p><img src=\"https://static.tigerbbs.com/71adf9785e904740f3eaae349f1fd8b8\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>The rest of Apple has become so big that even adding $50 billion to 2022 iPhone sales going from the Large scenario to the Gurman Rumor scenario only raises free cash flow and the share price by about 8%. In the end, it represents a 3.1 pp increase in annual fair value appreciation over Large by 2025, but almost 10 pp per year over Medium, which remains my base case until we have a little more clarity on this rumor.</p>\n<p>So the overall conclusion from my original article remains. Likely a lot of the gains of 2021 and 2022 are already baked into Apple’s price, especially since it is up 17% since the original article published in June. Since the beginning of fiscal 2020, Apple share price is up 140%, which has already captured a lot of the cash flow growth. Most likely fiscal 2023 is where we see it break out again.</p>\n<p>But if Gurman’s rumor is correct, the breakout will come sooner, likely after they report Q4 2021 around the end of October, and give us guidance for Q1 2022. If that is much higher than expectations, that will likely represent a new leg up in share price. But Apple share price has appreciated so much already, even in the Gurman Rumor scenario that doesn’t represent a huge change in fair value over Thursday’s close:</p>\n<p><img src=\"https://static.tigerbbs.com/e94838bde5f985f7a186dc7a4bdb1cad\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>So my recommendations remain:</p>\n<ul>\n <li>If your time horizon for Apple is short, now is a good time to take profits.</li>\n <li>But if your time horizon is long like mine, there is no other company with the range of long-term strengths Apple has, and a cash-flow machine which will eventually catch up to the inflated price.</li>\n</ul>\n<p>For more details on those long term strengths and that cash-flow machine, see the original June article.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple In 2025: DCF Model Update</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple In 2025: DCF Model Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.\nThe rumor is that Apple’s initial iPhone ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189921948","content_text":"Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.\nThe rumor is that Apple’s initial iPhone order for 2022 is up 20% from its blowout 2021. This would represent the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.\nApple’s share price has gotten ahead of its cash flows, and even in this rumor scenario, there is not a lot of fair value upside in the next year.\nMy recommendations remain unchanged.\n\nWe’re Gonna Need a Bigger Boat\nI recently published avery long articleon my long term Apple(NASDAQ:AAPL)thesis. You can be thankful that I am not here to repeat those 7,000 words. Included in the article was a 2025 DCF model with four scenarios. Because of this chart, each scenario assumed iPhone revenue would be down from fiscal 2021’s blowout in 2022 and 2023:\n\nIn that chart, you can pretty clearly see the 3-year cycle, with 2015, 2018 and 2021 as the tentpole years. But then Apple rumor millchurned this outon Tuesday this week:\n\nBloomberg screenshot\nBloomberg’s Mark Gurman has been a pretty reliable source of Apple gossip, so we should take this as a serious possibility. I am estimating iPhone will surge 37% YoY in fiscal 2021. To bump up another 20% in 2022 would be the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.\nTo be clear:\n\nThe specific rumor is that Apple has bumped up their initial order from 75 million to 90 million.\nThis is a rumor, albeit from a reliable source, and may not even be true, or be a misinterpretation of other information.\nEven if true, there can be other reasons besides increased anticipated demand for Apple wanting to increase the initial order. For example, they may need capacity or supply for something else in early calendar 2022, and they are pushing forward iPhone production to clear the decks.\n\nBut putting that aside, let’s look at what happens to the DCF and revenue models if iPhone sees a 20% YoY gain in 2022 rather than the -6% drop I was modeling into my best case scenario. The drops in the previous second years of the cycle were -12% in 2016 and -14% in 2019. A 20% increase would be a huge shift from the pattern.\nFive Scenarios\nModels of the future are generally an expression of the author’s biases with math laid over it. My number one recommendation for consumers of these sorts of things is skepticism and a thorough frisking of assumptions. The recentTesla model from ARK Investmentis a cautionary tale for everyone. There areExcel worksheetson GitHub with the model, and all the major assumptions are modifiable. Each scenario is a separate worksheet.\nLet’s first look at some assumptions common to the original four scenarios:\n\niPhone continues to exhibit a 3-year cyclical pattern. Fiscal 2021 is the high year, so 2024 is the next one.\nLegal and regulatory action trims App Store and thus Services growth a little.\nWearables, etc. remains on its strong growth path on Apple Watch, AirPods, AirTags, and at least one new product category, a VR headset in calendar 2022.\nMac and iPad return roughly to their pre-pandemic patterns. Like all PC makers, Apple saw abig surgefrom work-from-home.\nFiscal 2021 is half-reported, so all scenarios assume that it will complete along Apple’s average seasonal pattern from 2016-2019.\nOther assumptions are in the Excel sheets.\n\nScenarios:\n\nLarge, had been most optimistic case, but now we have a larger one based on this rumor.\nMedium, my base case.\nSmall is what Apple looks like if they come off the growth rates of the last 4-6 years.\nTiny is the same as Small through 2023, and then we’re going to throw some real problems at Apple.\nGurman Rumor is the same as Large, but with the new inflated iPhone projections.\n\nIn Medium:\n\nWe’ll model the iPhone cycle with the average growth rates of the 2015 and 2018 cycles.\nServices growth comes off of 2016-2020 trajectory by 2 pp because of legal or regulatory action on App Store.\nThe rest, as above.\n\nLarge and Small will, respectively, add and subtract from these growth rates in Medium. In addition, Large assumes:\n\nBoost in fiscal 2022-2025 for iPhone on 5G adoption.\nApple Silicon Macs gain Apple some PC market share.\nApple's AR glasses come out in the middle of fiscal 2025. To be clear, I view that as an unlikely timeline, but it does not have a large effect on the model since it comes 6 months from the end of our interval.\n\nTiny is a special event-based scenario where we will throw the two worst plausible scenarios we can at Apple. It starts with a huge reduction in App Store revenues due to antitrust action in the US and Europe at the end of fiscal 2023, and getting kicked out of China at the end of fiscal 2024. The former will be modeled as a sharp downturn in Services revenue in fiscal 2024. The China expulsion will lead to a 15% drop in top line revenue, and a decrease in products gross margin by 5 pp in 2025. I don’t view either of these as particularly likely, but this is the worst it can get.\nApple Stock in 2025\nThis table summarizes the results of the model scenarios:\n\nThe interesting result to me is that the Gurman scenario does not boost cash flows and fair value as much as I expected. This is an artifact of the growth of the Services and Wearables, etc. segments, now 30% of all Apple revenue:\n\nEven with iPhone’s extraordinary fiscal 2021, up 37% YoY by my estimate, iPhone was still 53% of Apple’s total net sales, down from 66% in 2015, the peak. While still the biggest thing on Apple’s tables, it is not nearly as important to consolidated Apple’s income statement as it was even 3 years ago, when it was 62% of Apple net sales.\nThis chart tracks the growth of fair value over the course of the models.\n\nThe rest of Apple has become so big that even adding $50 billion to 2022 iPhone sales going from the Large scenario to the Gurman Rumor scenario only raises free cash flow and the share price by about 8%. In the end, it represents a 3.1 pp increase in annual fair value appreciation over Large by 2025, but almost 10 pp per year over Medium, which remains my base case until we have a little more clarity on this rumor.\nSo the overall conclusion from my original article remains. Likely a lot of the gains of 2021 and 2022 are already baked into Apple’s price, especially since it is up 17% since the original article published in June. Since the beginning of fiscal 2020, Apple share price is up 140%, which has already captured a lot of the cash flow growth. Most likely fiscal 2023 is where we see it break out again.\nBut if Gurman’s rumor is correct, the breakout will come sooner, likely after they report Q4 2021 around the end of October, and give us guidance for Q1 2022. If that is much higher than expectations, that will likely represent a new leg up in share price. But Apple share price has appreciated so much already, even in the Gurman Rumor scenario that doesn’t represent a huge change in fair value over Thursday’s close:\n\nSo my recommendations remain:\n\nIf your time horizon for Apple is short, now is a good time to take profits.\nBut if your time horizon is long like mine, there is no other company with the range of long-term strengths Apple has, and a cash-flow machine which will eventually catch up to the inflated price.\n\nFor more details on those long term strengths and that cash-flow machine, see the original June article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809694831,"gmtCreate":1627363494023,"gmtModify":1703488423343,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809694831","repostId":"1190848120","repostType":4,"repost":{"id":"1190848120","pubTimestamp":1627356244,"share":"https://ttm.financial/m/news/1190848120?lang=&edition=fundamental","pubTime":"2021-07-27 11:24","market":"us","language":"en","title":"AMD Reports Earnings Tuesday. It’s All About the Data Center.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190848120","media":"Barrons","summary":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors","content":"<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p>\n<p>Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p>\n<p>For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p>\n<p>Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p>\n<p>AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p>\n<p>Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p>\n<p>AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p>\n<p>AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p>\n<p>Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p>\n<p>AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p>\n<p>Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p>\n<p>Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Reports Earnings Tuesday. It’s All About the Data Center.</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\">\nAMD Reports Earnings Tuesday. It’s All About the Data Center.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip ...</p>\n\n<a href=\"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190848120","content_text":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.\nFor AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).\nJefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.\nAMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.\nWall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).\nAMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.\nAMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.\nBecause AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.\nAMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.\nOutsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.\nAmong Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806105013,"gmtCreate":1627638008732,"gmtModify":1703493841773,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806105013","repostId":"1138453945","repostType":4,"repost":{"id":"1138453945","pubTimestamp":1627636895,"share":"https://ttm.financial/m/news/1138453945?lang=&edition=fundamental","pubTime":"2021-07-30 17:21","market":"us","language":"en","title":"Apple Stock Is Cheap, Here Is Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1138453945","media":"TheStreet","summary":"Apple delivered strong Q3 results, but the stock went nowhere. The Apple Maven argues that AAPL is a","content":"<p>Apple delivered strong Q3 results, but the stock went nowhere. The Apple Maven argues that AAPL is attractively valued once again. Here is why.</p>\n<p>DespiteApple’s outstanding fiscal third quarter numbers, reported on July 27, Apple stock&nbsp;failed to find support. Shares were down -1.2% after the quarterly report, after having dipped another -1.5% on earnings day itself.</p>\n<p>Some, including BMO Capital’s Tim Long, have argued that AAPL has reached fair valuation. I, on the other hand, believe that the stock has returned to being attractively priced. I present below the calculations that support my thesis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" width=\"100%\" height=\"auto\"><span>Figure 1: New York Apple Store (Fifth Avenue).</span></p>\n<p><b>Great business, good valuation</b></p>\n<p>I can not start a debate about Apple stock price and valuations without emphasizing what seems obvious to me. Apple has been executing flawlessly as of late, both during the COVID-19 crisis and through the messy post-pandemic environment of supply chain challenges, limited access to physical stores, etc.</p>\n<p>That said, my main concern regarding Apple stock, if at all, tends to be valuations. Around mid-May, I presented the graph below as&nbsp;a key reason to “confidently buy Apple” on year-to-date weakness. Since the day of that article, AAPL has climbed 14% in just short of 12 weeks against the S&amp;P 500’s 5% rise.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aac0b08108dea875dd3255e8f75f0987\" tg-width=\"1240\" tg-height=\"518\" width=\"100%\" height=\"auto\"><span>Figure 2: AAPL - Historical valuation multiples.</span></p>\n<p>Counterintuitively, despite the recent rally, I think that Apple shares have started to head towards undervaluation once again. Think of current year P/E of 28 times as a starting point, which seems rich at first glance. This multiple is based on pre-earnings EPS consensus of $5.18 for fiscal 2021.</p>\n<p>After July 27, Apple’s management team presented investors with two new pieces of information. First, fiscal Q3 consensus EPS of $1.01 proved to be understated by 29 cents. Mathematically, and adjusting only for the most recent earnings beat, full-year EPS estimates should have been closer to $5.47.</p>\n<p>The other part was fiscal Q4 outlook. While Apple did not provide specific guidance on revenues, it offered directional commentary on sales and offered projections on other P&amp;L items (see below):</p>\n<ul>\n <li><b>Revenue</b>: Double-digit growth, absent a COVID-19 comeback, but at a rate lower than the 36% seen in June quarter due to foreign exchange, normalization of services trend, and even worse supply constraints on iPhone and iPad.</li>\n <li><b>Below revenue line</b>: GM between 41.5% and 42.5%, opex between $11.3 billion and $11.5 billion, other income zero, tax rate of 16%.</li>\n</ul>\n<p>I went ahead and plugged in the numbers. Wall Street projects revenue growth of 30% in fiscal Q4, which is in line with Apple’s vague outlook. Assuming the mid-point of the guidance range on all other P&amp;L items, I estimate that next quarter’s EPS consensus should settle at $1.21 – about ten cents above where it currently stands.</p>\n<p>Lastly, consider that Apple has topped EPS consensus by 14 cents each quarter for the past ten periods. Add ten plus fourteen cents to the $5.47 mentioned above, and we are looking at a reasonable estimate of $5.71 in EPS for the current fiscal year. This represents a current P/E of only 25 times on the stock.</p>\n<p>This could be just an interesting coincidence, but a current-year P/E of 25 times was precisely the multiple that AAPL commanded in early May, before it leaped to nearly $150 per share last week. If I considered the stock a “confident buy” back then, I should have the same opinion now, at least for the sake of consistency.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Is Cheap, Here Is Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Cheap, Here Is Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-is-cheap-here-is-why><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple delivered strong Q3 results, but the stock went nowhere. The Apple Maven argues that AAPL is attractively valued once again. Here is why.\nDespiteApple’s outstanding fiscal third quarter numbers,...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-is-cheap-here-is-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-is-cheap-here-is-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138453945","content_text":"Apple delivered strong Q3 results, but the stock went nowhere. The Apple Maven argues that AAPL is attractively valued once again. Here is why.\nDespiteApple’s outstanding fiscal third quarter numbers, reported on July 27, Apple stock failed to find support. Shares were down -1.2% after the quarterly report, after having dipped another -1.5% on earnings day itself.\nSome, including BMO Capital’s Tim Long, have argued that AAPL has reached fair valuation. I, on the other hand, believe that the stock has returned to being attractively priced. I present below the calculations that support my thesis.\nFigure 1: New York Apple Store (Fifth Avenue).\nGreat business, good valuation\nI can not start a debate about Apple stock price and valuations without emphasizing what seems obvious to me. Apple has been executing flawlessly as of late, both during the COVID-19 crisis and through the messy post-pandemic environment of supply chain challenges, limited access to physical stores, etc.\nThat said, my main concern regarding Apple stock, if at all, tends to be valuations. Around mid-May, I presented the graph below as a key reason to “confidently buy Apple” on year-to-date weakness. Since the day of that article, AAPL has climbed 14% in just short of 12 weeks against the S&P 500’s 5% rise.\nFigure 2: AAPL - Historical valuation multiples.\nCounterintuitively, despite the recent rally, I think that Apple shares have started to head towards undervaluation once again. Think of current year P/E of 28 times as a starting point, which seems rich at first glance. This multiple is based on pre-earnings EPS consensus of $5.18 for fiscal 2021.\nAfter July 27, Apple’s management team presented investors with two new pieces of information. First, fiscal Q3 consensus EPS of $1.01 proved to be understated by 29 cents. Mathematically, and adjusting only for the most recent earnings beat, full-year EPS estimates should have been closer to $5.47.\nThe other part was fiscal Q4 outlook. While Apple did not provide specific guidance on revenues, it offered directional commentary on sales and offered projections on other P&L items (see below):\n\nRevenue: Double-digit growth, absent a COVID-19 comeback, but at a rate lower than the 36% seen in June quarter due to foreign exchange, normalization of services trend, and even worse supply constraints on iPhone and iPad.\nBelow revenue line: GM between 41.5% and 42.5%, opex between $11.3 billion and $11.5 billion, other income zero, tax rate of 16%.\n\nI went ahead and plugged in the numbers. Wall Street projects revenue growth of 30% in fiscal Q4, which is in line with Apple’s vague outlook. Assuming the mid-point of the guidance range on all other P&L items, I estimate that next quarter’s EPS consensus should settle at $1.21 – about ten cents above where it currently stands.\nLastly, consider that Apple has topped EPS consensus by 14 cents each quarter for the past ten periods. Add ten plus fourteen cents to the $5.47 mentioned above, and we are looking at a reasonable estimate of $5.71 in EPS for the current fiscal year. This represents a current P/E of only 25 times on the stock.\nThis could be just an interesting coincidence, but a current-year P/E of 25 times was precisely the multiple that AAPL commanded in early May, before it leaped to nearly $150 per share last week. If I considered the stock a “confident buy” back then, I should have the same opinion now, at least for the sake of consistency.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170888647,"gmtCreate":1626419830189,"gmtModify":1703759815933,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Good ?&nbsp;","listText":"Good ?&nbsp;","text":"Good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170888647","repostId":"1111446111","repostType":4,"repost":{"id":"1111446111","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626417881,"share":"https://ttm.financial/m/news/1111446111?lang=&edition=fundamental","pubTime":"2021-07-16 14:44","market":"us","language":"en","title":"Tesla Records 85% Surge In California Registrations With Model Y Driving Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1111446111","media":"Benzinga","summary":"Tesla Inc TSLA 0.43% electric vehicle registrations soared 85% to 23,556 vehicles in the second quarter in the home state California, compared with a year ago,accordingto research firm Cross-Sell, Reuters reported Thursday.What Happened:Cross-Sell said the electric vehicle maker registered a total of 46,926 vehicles among 23 states where it collected data. More than half of these registrations were for Model Y.Model Y registrations in California alone jumped more than sevenfold to 13,581 vehicle","content":"<p><img src=\"https://static.tigerbbs.com/c189bb8552e25b37f4e824d92665a90e\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>Tesla Inc</b>&nbsp;TSLA 0.43%&nbsp;electric vehicle registrations soared 85% to 23,556 vehicles in the second quarter in the home state California, compared with a year ago,accordingto research firm Cross-Sell, Reuters reported Thursday.</p>\n<p><b>What Happened:</b>Cross-Sell said the electric vehicle maker registered a total of 46,926 vehicles&nbsp;among 23 states where it collected data.&nbsp;More than half of these registrations were for Model Y.</p>\n<p>Model Y registrations in California alone jumped more than sevenfold to 13,581 vehicles, representing more than half of the total registrations, as per the firm, noted Reuters.</p>\n<p>Tesla’s Model Y was its best-selling electric vehicle in the U.S., followed by the Model 3.</p>\n<p>Model 3, the entry-level mid-size sedan, used to be the Palo Alto-based company’s best-selling electric vehicle in 2020 but sales in the U.S. market declined by more than 50% year-over-year in the first quarter of 2021.</p>\n<p><b>Why It Matters:</b>&nbsp;In the first quarter, Tesla’s&nbsp;share of the U.S.&nbsp;EV market slipped as the overall market grew, contributing 71% of total EV sales, down from 83% share a year ago.</p>\n<p>U.S. customers have also been complaining about price hikes for the Model 3 and Model Y vehicles despite Tesla removing features such as the lumbar support on the passenger seat of the Model Y. CEO Elon Musk a month ago blamed industry-widesupply chain issuesand semiconductor shortages for those price hikes.</p>\n<p>The chip shortages have led to extended delivery lead times stretching up to six months in some cases. As per Loup Ventures, for Tesla’s Model 3 and Model Y — the delivery time is between two to three months.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed 0.43% lower at $650.60 on Thursday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Records 85% Surge In California Registrations With Model Y Driving Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Records 85% Surge In California Registrations With Model Y Driving Growth\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-16 14:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c189bb8552e25b37f4e824d92665a90e\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>Tesla Inc</b>&nbsp;TSLA 0.43%&nbsp;electric vehicle registrations soared 85% to 23,556 vehicles in the second quarter in the home state California, compared with a year ago,accordingto research firm Cross-Sell, Reuters reported Thursday.</p>\n<p><b>What Happened:</b>Cross-Sell said the electric vehicle maker registered a total of 46,926 vehicles&nbsp;among 23 states where it collected data.&nbsp;More than half of these registrations were for Model Y.</p>\n<p>Model Y registrations in California alone jumped more than sevenfold to 13,581 vehicles, representing more than half of the total registrations, as per the firm, noted Reuters.</p>\n<p>Tesla’s Model Y was its best-selling electric vehicle in the U.S., followed by the Model 3.</p>\n<p>Model 3, the entry-level mid-size sedan, used to be the Palo Alto-based company’s best-selling electric vehicle in 2020 but sales in the U.S. market declined by more than 50% year-over-year in the first quarter of 2021.</p>\n<p><b>Why It Matters:</b>&nbsp;In the first quarter, Tesla’s&nbsp;share of the U.S.&nbsp;EV market slipped as the overall market grew, contributing 71% of total EV sales, down from 83% share a year ago.</p>\n<p>U.S. customers have also been complaining about price hikes for the Model 3 and Model Y vehicles despite Tesla removing features such as the lumbar support on the passenger seat of the Model Y. CEO Elon Musk a month ago blamed industry-widesupply chain issuesand semiconductor shortages for those price hikes.</p>\n<p>The chip shortages have led to extended delivery lead times stretching up to six months in some cases. As per Loup Ventures, for Tesla’s Model 3 and Model Y — the delivery time is between two to three months.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed 0.43% lower at $650.60 on Thursday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111446111","content_text":"Tesla Inc TSLA 0.43% electric vehicle registrations soared 85% to 23,556 vehicles in the second quarter in the home state California, compared with a year ago,accordingto research firm Cross-Sell, Reuters reported Thursday.\nWhat Happened:Cross-Sell said the electric vehicle maker registered a total of 46,926 vehicles among 23 states where it collected data. More than half of these registrations were for Model Y.\nModel Y registrations in California alone jumped more than sevenfold to 13,581 vehicles, representing more than half of the total registrations, as per the firm, noted Reuters.\nTesla’s Model Y was its best-selling electric vehicle in the U.S., followed by the Model 3.\nModel 3, the entry-level mid-size sedan, used to be the Palo Alto-based company’s best-selling electric vehicle in 2020 but sales in the U.S. market declined by more than 50% year-over-year in the first quarter of 2021.\nWhy It Matters: In the first quarter, Tesla’s share of the U.S. EV market slipped as the overall market grew, contributing 71% of total EV sales, down from 83% share a year ago.\nU.S. customers have also been complaining about price hikes for the Model 3 and Model Y vehicles despite Tesla removing features such as the lumbar support on the passenger seat of the Model Y. CEO Elon Musk a month ago blamed industry-widesupply chain issuesand semiconductor shortages for those price hikes.\nThe chip shortages have led to extended delivery lead times stretching up to six months in some cases. As per Loup Ventures, for Tesla’s Model 3 and Model Y — the delivery time is between two to three months.\nPrice Action: Tesla shares closed 0.43% lower at $650.60 on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809694073,"gmtCreate":1627363460992,"gmtModify":1703488422527,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809694073","repostId":"1127751488","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142415796,"gmtCreate":1626167767915,"gmtModify":1703754690831,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142415796","repostId":"2151410552","repostType":4,"repost":{"id":"2151410552","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626164888,"share":"https://ttm.financial/m/news/2151410552?lang=&edition=fundamental","pubTime":"2021-07-13 16:28","market":"hk","language":"en","title":"Hong Kong shares end higher on tech, financial rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2151410552","media":"Reuters","summary":"* Hang Seng index ends up 1.63% China Enterprises index HSCE rises 1.69%\n* Tencent rises 3.93% after","content":"<p>* Hang Seng index ends up 1.63% China Enterprises index HSCE rises 1.69%</p>\n<p>* Tencent rises 3.93% after Sogou deal approved</p>\n<p>* HSBC jumps after Bank of England scraps dividend curbs</p>\n<p>July 13 (Reuters) - Hong Kong shares rose on Tuesday as high tech and financials stocks rallied, after Chinese regulators approved a deal involving index heavyweight Tencent Holdings and after the Bank of England scrapped dividend curbs on lenders including HSBC.</p>\n<p>** At the close of trade, the Hang Seng index was up 448.17 points, or 1.63%, at 27,963.41. The Hang Seng China Enterprises index rose 1.69% to 10,113.32.</p>\n<p>** Tech firms in Hong Kong drove gains, with the sub-index of the Hang Seng tracking the IT sector rising 3.3% and the Hang Seng Tech index up 1.94%.</p>\n<p>** Tencent Holdings Ltd&nbsp;jumped 3.93% after China's antitrust regulator on Tuesday approved its plan to take the country's no.3 search engine Sogou Inc private in a $3.5 billion deal.</p>\n<p>** The financial sector&nbsp;also gained, rising 1.54% with Hong Kong shares of <a href=\"https://laohu8.com/S/HBCYF\">HSBC Holdings Plc</a> ending 2.62% higher after the Bank of England on Tuesday scrapped pandemic-era curbs on dividends from top lenders with immediate effect.</p>\n<p>** Sentiment was also bolstered by customs data showing that China's exports grew much faster than expected in June, and import growth also beat expectations.</p>\n<p>** The top gainer on the Hang Seng was Geely Automobile Holdings Ltd , which gained 5.18%, while the biggest loser was WuXi Biologics (Cayman) Inc, which fell 3.1%.</p>\n<p>** China's main Shanghai Composite index closed up 0.53% at 3,566.52 points, while the blue-chip CSI300 index ended up 0.18%.</p>\n<p>** The yuan&nbsp;was quoted at 6.4655 per U.S. dollar, 0.17% firmer than the previous close of 6.4762.</p>\n<p>** The top gainers among H-shares were Kuaishou Technology&nbsp;up 5.69%, followed by Geely Automobile Holdings Ltd, gaining 5.18% and Alibaba Group Holding Ltd, up by 3.95%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong shares end higher on tech, financial 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\">\nHong Kong shares end higher on tech, financial rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-13 16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Hang Seng index ends up 1.63% China Enterprises index HSCE rises 1.69%</p>\n<p>* Tencent rises 3.93% after Sogou deal approved</p>\n<p>* HSBC jumps after Bank of England scraps dividend curbs</p>\n<p>July 13 (Reuters) - Hong Kong shares rose on Tuesday as high tech and financials stocks rallied, after Chinese regulators approved a deal involving index heavyweight Tencent Holdings and after the Bank of England scrapped dividend curbs on lenders including HSBC.</p>\n<p>** At the close of trade, the Hang Seng index was up 448.17 points, or 1.63%, at 27,963.41. The Hang Seng China Enterprises index rose 1.69% to 10,113.32.</p>\n<p>** Tech firms in Hong Kong drove gains, with the sub-index of the Hang Seng tracking the IT sector rising 3.3% and the Hang Seng Tech index up 1.94%.</p>\n<p>** Tencent Holdings Ltd&nbsp;jumped 3.93% after China's antitrust regulator on Tuesday approved its plan to take the country's no.3 search engine Sogou Inc private in a $3.5 billion deal.</p>\n<p>** The financial sector&nbsp;also gained, rising 1.54% with Hong Kong shares of <a href=\"https://laohu8.com/S/HBCYF\">HSBC Holdings Plc</a> ending 2.62% higher after the Bank of England on Tuesday scrapped pandemic-era curbs on dividends from top lenders with immediate effect.</p>\n<p>** Sentiment was also bolstered by customs data showing that China's exports grew much faster than expected in June, and import growth also beat expectations.</p>\n<p>** The top gainer on the Hang Seng was Geely Automobile Holdings Ltd , which gained 5.18%, while the biggest loser was WuXi Biologics (Cayman) Inc, which fell 3.1%.</p>\n<p>** China's main Shanghai Composite index closed up 0.53% at 3,566.52 points, while the blue-chip CSI300 index ended up 0.18%.</p>\n<p>** The yuan&nbsp;was quoted at 6.4655 per U.S. dollar, 0.17% firmer than the previous close of 6.4762.</p>\n<p>** The top gainers among H-shares were Kuaishou Technology&nbsp;up 5.69%, followed by Geely Automobile Holdings Ltd, gaining 5.18% and Alibaba Group Holding Ltd, up by 3.95%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","HSI":"恒生指数","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151410552","content_text":"* Hang Seng index ends up 1.63% China Enterprises index HSCE rises 1.69%\n* Tencent rises 3.93% after Sogou deal approved\n* HSBC jumps after Bank of England scraps dividend curbs\nJuly 13 (Reuters) - Hong Kong shares rose on Tuesday as high tech and financials stocks rallied, after Chinese regulators approved a deal involving index heavyweight Tencent Holdings and after the Bank of England scrapped dividend curbs on lenders including HSBC.\n** At the close of trade, the Hang Seng index was up 448.17 points, or 1.63%, at 27,963.41. The Hang Seng China Enterprises index rose 1.69% to 10,113.32.\n** Tech firms in Hong Kong drove gains, with the sub-index of the Hang Seng tracking the IT sector rising 3.3% and the Hang Seng Tech index up 1.94%.\n** Tencent Holdings Ltd jumped 3.93% after China's antitrust regulator on Tuesday approved its plan to take the country's no.3 search engine Sogou Inc private in a $3.5 billion deal.\n** The financial sector also gained, rising 1.54% with Hong Kong shares of HSBC Holdings Plc ending 2.62% higher after the Bank of England on Tuesday scrapped pandemic-era curbs on dividends from top lenders with immediate effect.\n** Sentiment was also bolstered by customs data showing that China's exports grew much faster than expected in June, and import growth also beat expectations.\n** The top gainer on the Hang Seng was Geely Automobile Holdings Ltd , which gained 5.18%, while the biggest loser was WuXi Biologics (Cayman) Inc, which fell 3.1%.\n** China's main Shanghai Composite index closed up 0.53% at 3,566.52 points, while the blue-chip CSI300 index ended up 0.18%.\n** The yuan was quoted at 6.4655 per U.S. dollar, 0.17% firmer than the previous close of 6.4762.\n** The top gainers among H-shares were Kuaishou Technology up 5.69%, followed by Geely Automobile Holdings Ltd, gaining 5.18% and Alibaba Group Holding Ltd, up by 3.95%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802541074,"gmtCreate":1627790856398,"gmtModify":1703495936236,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802541074","repostId":"1159296868","repostType":4,"repost":{"id":"1159296868","pubTimestamp":1627786610,"share":"https://ttm.financial/m/news/1159296868?lang=&edition=fundamental","pubTime":"2021-08-01 10:56","market":"us","language":"en","title":"Why Oracle Stock Could Be Volatile In August","url":"https://stock-news.laohu8.com/highlight/detail?id=1159296868","media":"InvestorPlace","summary":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce consider","content":"<blockquote>\n Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n</blockquote>\n<p>Once considered a laggard company in the world of technology,<b>Oracle</b>&nbsp;(NYSE:<b>ORCL</b>) stock has made a comeback as one of the best-performing tech names of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/1e4fb922d429b71a40534256e2dff304\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Jonathan Weiss / Shutterstock.com</p>\n<p>It was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.</p>\n<p>Investors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.</p>\n<p>And the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.</p>\n<p>Thanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking</p>\n<p>Yet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.</p>\n<p><b>How Recent Earnings Came</b></p>\n<p>Founded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization&nbsp; stands at $246 billion.</p>\n<p>Oracle released&nbsp;fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.</p>\n<p>In fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.</p>\n<p>On the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”</p>\n<p>Cloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.</p>\n<p>ORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.</p>\n<p><b>Long-Term Tailwinds For Oracle Stock</b></p>\n<p>Despite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.</p>\n<p>Management regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.</p>\n<p>The company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.</p>\n<p>Market research firm&nbsp;Research and Markets&nbsp;predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.</p>\n<p>The company still trails behind the market leader<b>Amazon</b>(NASDAQ:<b>AMZN</b>) as well as other&nbsp; competitors<b>Microsoft</b>(NASDAQ:<b>MSFT</b>) and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:<b>GOOG</b>, NASDAQ:<b>GOOGL</b>). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.</p>\n<p>If management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.</p>\n<p><b>The Bottom Line on ORCL Stock</b></p>\n<p>Oracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.</p>\n<p>Although I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Oracle Stock Could Be Volatile In August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Oracle Stock Could Be Volatile In August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one ...</p>\n\n<a href=\"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159296868","content_text":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one of the best-performing tech names of 2021.\nSource: Jonathan Weiss / Shutterstock.com\nIt was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.\nInvestors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.\nAnd the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.\nThanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking\nYet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.\nHow Recent Earnings Came\nFounded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization  stands at $246 billion.\nOracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.\nIn fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.\nOn the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”\nCloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.\nORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.\nLong-Term Tailwinds For Oracle Stock\nDespite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.\nManagement regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.\nThe company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.\nMarket research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.\nThe company still trails behind the market leaderAmazon(NASDAQ:AMZN) as well as other  competitorsMicrosoft(NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.\nIf management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.\nThe Bottom Line on ORCL Stock\nOracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.\nAlthough I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178726857,"gmtCreate":1626839399879,"gmtModify":1703766193829,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"? good","listText":"? good","text":"? good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178726857","repostId":"2153066615","repostType":4,"repost":{"id":"2153066615","pubTimestamp":1626838620,"share":"https://ttm.financial/m/news/2153066615?lang=&edition=fundamental","pubTime":"2021-07-21 11:37","market":"us","language":"en","title":"Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2153066615","media":"StreetInsider","summary":"(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its","content":"<p>(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter.</p>\n<p>The company will not introduce any new 4G models from 2022, the report said.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple to release all 5G enabled iPhones for 2022 lineup - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18700318><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter....</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18700318\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18700318","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153066615","content_text":"(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter.\nThe company will not introduce any new 4G models from 2022, the report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142415245,"gmtCreate":1626167740987,"gmtModify":1703754690340,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142415245","repostId":"1101566017","repostType":4,"repost":{"id":"1101566017","pubTimestamp":1626132937,"share":"https://ttm.financial/m/news/1101566017?lang=&edition=fundamental","pubTime":"2021-07-13 07:35","market":"us","language":"en","title":"How earnings season is likely to play out in the coming weeks and its impact on the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=1101566017","media":"cnbc","summary":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.Earnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if","content":"<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How earnings season is likely to play out in the coming weeks and its impact on the stock market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow earnings season is likely to play out in the coming weeks and its impact on the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101566017","content_text":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.\nNormally a profit leader, the technology sector this quarter, is expected to see just 32% profit growth, according to Refiniv. That compares to shockingly large estimated increases in industrial sector profits of more than 570%, and energy industry profits, up 220%. Earnings for the financial and materials sectors are expected to be up more than 100% each.\nThose huge gains and expected earnings beats should be a positive for some cyclical stocks this quarter. Earnings season kicks off Tuesday with reports fromJPMorgan Chase,Goldman Sachs,andPepsiCo.\nThis earnings season will be the period where the tug of war that’s been a factor in the stock market, between cyclical and growth trades, is due to play out very clearly in the earnings numbers. Inflationary pressures, negative for tech stock performance, are expected to help boost cyclical earnings growth in the rebound, as companies face rising input costs but also up their prices.\n“I think what you’re going to see is a very unusual kind of contradiction between the data and the narrative,” said Jonathan Golub, chief U.S. equity strategist at Credit Suisse. “What companies are going to say is they are facing shortages and rising input costs and other things which are constraints to their success. And then what you’re going to see is massive beats and the biggest portions coming from higher margins. They’re not going to try to reconcile it.”\nGolub expects companies to provide detail on rising costs and supply shortages but not as much information on how much they are raising prices or how broadly.\n“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if you look at the results, they’re going to be magnificent,” he said.\nBut ultimately, it’s tech and growth that will prove to be the best performers profit-wise over the long haul. “Their own earnings revisions for themselves are still good. They’re not deteriorating. They’re solid. They’re not getting worse. They’re not accelerating in this ridiculous way. They’re on the same solid trajectory they’ve been on,” said Brian Rauscher, Fundstrat head of global portfolio strategy.\nRauscher expects the trend to revert back to tech as the better earnings performer in two quarters from now, when cyclical airline stocks or industrial stocks like Caterpillar will see earnings growth back in the single digits. “Tech will keep growing at 25%,” he said.\nHe says economic growth will have slowed to a more normalized and sustained pace. By then it will be more apparent whether inflation is temporary or not.\n“If they are unable to pass along price increases, it will hit the earnings,” he said.\nGolub points out that tech profits in last year’s second quarter actually increased by 3.3% from 2019, as cyclical earnings plunged 85% in the same period. The 2021 second quarter earnings growth estimate for tech is 34.2%, while some cyclical earnings will rebound by more than 570% just to get back to even with 2019.\n“It says one of these is a near term trade, and one of them is a long term trade,” said Golub. “Once the supply chain issues are gone, [cyclicals] are going to be unimpressive.”\nEven with the push pull of tech and growth versus cyclical trades, strategists say the earning season should be good for the stock market.\n“I think the numbers will be very good, and it’ll be supportive for markets,” said Rauscher. He said some investors may be concerned that a peak period of earnings this quarter will lead to a market decline but he doesn’t expect that to be the case.\n“Obviously, the numbers are going to be outsized because we have that weird comparison from last year. I think the important thing is going to be the return of guidance,” Rauscher said. Both he and Golub say they expect earnings to beat to the upside.\n“I think the analysts have underestimated the improvement in operating leverage,” Rauscher said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130074007,"gmtCreate":1621499853409,"gmtModify":1704358628551,"author":{"id":"3584504074521232","authorId":"3584504074521232","name":"Putu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584504074521232","authorIdStr":"3584504074521232"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130074007","repostId":"2136411409","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}