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10-31

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@icycrystal:Did Tiger take away the daily task for "View 5 trade feed post"???? It's 10 coins for this task... [OMG] [OMG] [OMG] @Universe宇宙 @LMSunshine @koolgal @Shyon @Aqa @GoodLife99 @HelenJanet @rL @SPACE ROCKET

10-31

$NVIDIA Corp(NVDA)$ 200

10-31

$NVIDIA Corp(NVDA)$

10-31

$NVIDIA Corp(NVDA)$

07-01

$NVIDIA Corp(NVDA)$

01-24

$ZIM 20240216 12.5 PUT$

01-24

Buy

ZIM Integrated: Why A Rich Special Dividend May Be In The Cards For 2024

01-17

Woohoo

01-16

$ZIM 20240119 12.0 PUT$

01-15

$ZIM 20240119 11.0 PUT$

01-06

Tiger vault

2023-12-02

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@OptionsBB:Options Spy | On the eve of Cybertruck delivery, institutions buy large put options

2023-12-02

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@Meme_Tiger:🎁Most Shorted Stocks | Will UPST Continue to Suffer or Rebound Amid Year-End Rally?

2023-12-02

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@MillionaireTiger:Is Musk the Silicon Valley Iron Man? Is Jim Cramer the King of Inverse ETFs? How would you comment?

2023-10-25

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@TigerClub:🎁Tigers Topic Review (18): I will get all my friends and relatives to raid all the rewards

2023-08-13

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@HueFin News: AMC Stock Conversion 'SURPRISE' - Is AMC Stock To Risky? AMC Stock Prediction

2023-03-21

Tiger app is user friendly [Happy]

2023-03-21

Is time to buy US bank stock$Bank of America(BAC)$ $Citigroup(C)$ $JPMorgan Chase(JPM)$

2023-03-19

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@Tiger_SG:🎁13 SG stocks' Dividend Yields Higher than Fixed Deposit Rates

2022-09-15

No...too risky

Go to Tiger App to see more news

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href=\"https://ttm.financial/U/4113904591642392\">@LMSunshine </a>&nbsp;<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal </a>&nbsp;<a href=\"https://ttm.financial/U/3581734406950755\">@Shyon </a>&nbsp;<a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;<a href=\"https://ttm.financial/U/3573390365123336\">@GoodLife99 </a>&nbsp;<a href=\"https://ttm.financial/U/3581735774790928\">@HelenJanet </a>&nbsp;<a href=\"https://ttm.financial/U/4100927749199030\">@rL </a>&nbsp;<a href=\"https://ttm.financial/U/4093561479903300\">@SPACE ROCKET </a>&nbsp;","listText":"Did Tiger take away the daily task for \"View 5 trade feed post\"????&nbsp; It's 10 coins for this task...&nbsp;[OMG]&nbsp;&nbsp;[OMG]&nbsp;&nbsp;[OMG]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/3585001294737518\">@Universe宇宙 </a>&nbsp;<a href=\"https://ttm.financial/U/4113904591642392\">@LMSunshine </a>&nbsp;<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal </a>&nbsp;<a href=\"https://ttm.financial/U/3581734406950755\">@Shyon </a>&nbsp;<a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;<a href=\"https://ttm.financial/U/3573390365123336\">@GoodLife99 </a>&nbsp;<a href=\"https://ttm.financial/U/3581735774790928\">@HelenJanet </a>&nbsp;<a href=\"https://ttm.financial/U/4100927749199030\">@rL </a>&nbsp;<a href=\"https://ttm.financial/U/4093561479903300\">@SPACE ROCKET </a>&nbsp;","text":"Did Tiger take away the daily task for \"View 5 trade feed post\"???? It's 10 coins for this task... [OMG] [OMG] [OMG] @Universe宇宙 @LMSunshine @koolgal @Shyon @Aqa @GoodLife99 @HelenJanet @rL @SPACE ROCKET","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365918448103448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365783448817760,"gmtCreate":1730342709383,"gmtModify":1730342712548,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 200","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 200","text":"$NVIDIA Corp(NVDA)$ 200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365783448817760","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365944811303040,"gmtCreate":1730342671325,"gmtModify":1730342672230,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA 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Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365939941130264","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322802184560696,"gmtCreate":1719839716283,"gmtModify":1719839719396,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322802184560696","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266513281499176,"gmtCreate":1706102243658,"gmtModify":1706102246424,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ZIM 20240216 12.5 PUT\">$ZIM 20240216 12.5 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/ZIM 20240216 12.5 PUT\">$ZIM 20240216 12.5 PUT$ </a>&nbsp;","text":"$ZIM 20240216 12.5 PUT$","images":[{"img":"https://community-static.tradeup.com/news/5d538ccb13be3ce999f385d01e21e6e9","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/266513281499176","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":266509837434968,"gmtCreate":1706101523925,"gmtModify":1706101528353,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266509837434968","repostId":"2405866791","repostType":2,"repost":{"id":"2405866791","kind":"highlight","pubTimestamp":1705946742,"share":"https://ttm.financial/m/news/2405866791?lang=&edition=fundamental","pubTime":"2024-01-23 02:05","market":"us","language":"en","title":"ZIM Integrated: Why A Rich Special Dividend May Be In The Cards For 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2405866791","media":"seekingalpha","summary":"That said, investors should consider that the supply chain disruption caused by COVID lasted only a few quarters and was nevertheless sufficient to prompt enormous dividend payouts. Admittedly, I have argued already in May 2023 that a significant, unexpected dividend payout may be expected. The thesis turned out to be wrong, as container freight rates edged un","content":"<html><body><ul><li>ZIM Integrated is benefiting from disruptions in the Red Sea, leading to increased freight rates and potential capacity shortages.</li><li>Container rates are approaching COVID-like levels, with ZIM having previously rewarded shareholders with dividends during high rates.</li><li>Analyst estimates for ZIM may be too low, failing to reflect the impact of the Red Sea disruptions.</li><li>Given the likelihood of a (rich) special dividend in 2024, I assign a speculative \"Strong Buy\" rating.</li></ul><figure><picture> <img height=\"625px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>thitivong</p></figcaption></figure><p>ZIM Integrated (<span>NYSE:ZIM</span>) is a main beneficiary of the current turmoil in the Red Sea, which is significantly disrupting container shipping and consequently leading to a noticeable increase in freight rates. Investors should consider that a major portion of Europe-Asia maritime<span> trade passes through the Red Sea. In fact, it is estimated that approximately </span>30% of all container volume<span> between Europe and Asia transits through the Suez Canal. If such a high trade volume would be diverted to pass the Cape of Good Hope, there would certainly be an enormous capacity shortage of shipping containers, as existing supply is locked-in for materially longer routes.</span></p> <p>First signs of a potential supply/ demand balance disruption are already observable through sky-high container rates. In fact, the </p> Drewry World Container Index (WCI)<span> for a 40-foot container indicates that costs for shipping are rapidly approaching<span> COVID-like rates, with the Shanghai to Rotterdam benchmark having increased by almost 5x vs. early November, to about $5,000. For reference, the normalized pre-pandemic rate for this route was approximately $1,300 - $1,800. </span></span><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/56454519-17056729194854722.png\"/></span><figcaption><p><span>Drewry World Container Index</span></p></figcaption></figure><p>Needless to say, companies like ZIM are poised to benefit greatly from these higher rates. The last time container rates have stood this high (post-COVID), ZIM showered shareholders with $3.3 billion in dividends, which is 2x ZIM's current market cap.</p> <p>Although the thesis is so enormously appealing, it is interesting to note that market participants have so far failed to fully price the upside scenario, with ZIM shares trading around $1.65 billion market capitalization.</p> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/56454519-17056744330058625.png\"/></span><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure><p>One reason why investors have not yet piled progressively into ZIM shares may be anchored on the uncertainty about the <em>duration</em> of the disruption. On that note, I argue that most scenarios look favorable. In fact, I point out that the presence of military ships in the region, and joint action by U.S. and U.K., has so far failed to solve the disruptions. This suggests that high container rates may potentially persist until the conflict in Israel/ Gaza stabilizes, which could take several months, if not years! That said, investors should consider that the supply chain disruption caused by COVID lasted only a few quarters and was nevertheless sufficient to prompt enormous dividend payouts.</p> <p>Admittedly, I have argued already in May 2023 that a significant, unexpected dividend payout may be expected. The thesis turned out to be wrong, as container freight rates edged unexpectedly lower on a worse than expected trade volume backdrop. However, it is important to note that my thesis today contrasts sharply with my argument made 3 quarters ago: Today there is a catalyst and the core argument of the thesis is not anchored on \"improving rates\", but on rates that have already materialized. Thus, while the argument back in May 2023 was based on a \"bet\", the argument today is more fundamentally anchored.</p> <p>On a different note, I also point out that current disruptions may have already caused enough stress with container/ shipping service buyers to lock in forward shipping rates at an elevated rate. This may support bullish commercial momentum throughout 2024, even if the Red Sea disruptions were to be resolved in a \"timely\" schedule.</p> <p>In any case, current consensus estimates for ZIM are likely much too low to reflect the events of the past few weeks and a changing container shipping environment. In fact, referencing estimates collected by Refinitiv, I point out that analyst consensus revenue revisions have so far been minor, pricing a revenue delta of only +$500 million for 2024. I am not sure why analysts have so far failed to reflect the Red Sea disruptions in their estimates, as the impact on rates is indisputable (see DWCI). I argue that considerations about disruption duration play a role, as well as an equity research industry bias towards \"wait and see\" rather than \"anticipate and speculate\".</p> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/19/56454519-17056732079224913.png\"/></span><figcaption><p><span>Refinitiv</span></p></figcaption></figure><p>Personally, I take the chance to speculate that analysts are behind the curve, and I open a position in ZIM shares. Investors should take into account that 'returning cash to shareholders' remains a key priority of ZIM CEO Eli Glickman. And although predicting the probability and amount of a dividend distribution in 2024 is challenging, it's important to note that the potential for a dividend appears to be very promising on a likely profit surge due to the Red Sea route disruption. I assign a speculative \"Strong Buy\" rating.</p> <div></div> <p>As a final note, I point out that it is highly difficult, and arguably unreasonable to value a company like ZIM Integrated based on cash flow or earnings, because the fundamentals of the business are so volatile and cyclical. Accordingly, for valuation guidance I would rather look at accounting book value, or liquidation value. And on that note, I think at 0.6x P/B the downside for ZIM looks well-protected.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ZIM Integrated: Why A Rich Special Dividend May Be In The Cards For 2024</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\">\nZIM Integrated: Why A Rich Special Dividend May Be In The Cards For 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-23 02:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4664213-zim-integrated-why-a-rich-special-dividend-may-be-in-the-cards-for-2024><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZIM Integrated is benefiting from disruptions in the Red Sea, leading to increased freight rates and potential capacity shortages.Container rates are approaching COVID-like levels, with ZIM having ...</p>\n\n<a href=\"https://seekingalpha.com/article/4664213-zim-integrated-why-a-rich-special-dividend-may-be-in-the-cards-for-2024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1499958809/image_1499958809.jpg","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4021":"海运","BK4588":"碎股","ZIM":"以星航运"},"source_url":"https://seekingalpha.com/article/4664213-zim-integrated-why-a-rich-special-dividend-may-be-in-the-cards-for-2024","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2405866791","content_text":"ZIM Integrated is benefiting from disruptions in the Red Sea, leading to increased freight rates and potential capacity shortages.Container rates are approaching COVID-like levels, with ZIM having previously rewarded shareholders with dividends during high rates.Analyst estimates for ZIM may be too low, failing to reflect the impact of the Red Sea disruptions.Given the likelihood of a (rich) special dividend in 2024, I assign a speculative \"Strong Buy\" rating.   thitivongZIM Integrated (NYSE:ZIM) is a main beneficiary of the current turmoil in the Red Sea, which is significantly disrupting container shipping and consequently leading to a noticeable increase in freight rates. Investors should consider that a major portion of Europe-Asia maritime trade passes through the Red Sea. In fact, it is estimated that approximately 30% of all container volume between Europe and Asia transits through the Suez Canal. If such a high trade volume would be diverted to pass the Cape of Good Hope, there would certainly be an enormous capacity shortage of shipping containers, as existing supply is locked-in for materially longer routes. First signs of a potential supply/ demand balance disruption are already observable through sky-high container rates. In fact, the  Drewry World Container Index (WCI) for a 40-foot container indicates that costs for shipping are rapidly approaching COVID-like rates, with the Shanghai to Rotterdam benchmark having increased by almost 5x vs. early November, to about $5,000. For reference, the normalized pre-pandemic rate for this route was approximately $1,300 - $1,800. Drewry World Container IndexNeedless to say, companies like ZIM are poised to benefit greatly from these higher rates. The last time container rates have stood this high (post-COVID), ZIM showered shareholders with $3.3 billion in dividends, which is 2x ZIM's current market cap. Although the thesis is so enormously appealing, it is interesting to note that market participants have so far failed to fully price the upside scenario, with ZIM shares trading around $1.65 billion market capitalization. Seeking AlphaOne reason why investors have not yet piled progressively into ZIM shares may be anchored on the uncertainty about the duration of the disruption. On that note, I argue that most scenarios look favorable. In fact, I point out that the presence of military ships in the region, and joint action by U.S. and U.K., has so far failed to solve the disruptions. This suggests that high container rates may potentially persist until the conflict in Israel/ Gaza stabilizes, which could take several months, if not years! That said, investors should consider that the supply chain disruption caused by COVID lasted only a few quarters and was nevertheless sufficient to prompt enormous dividend payouts. Admittedly, I have argued already in May 2023 that a significant, unexpected dividend payout may be expected. The thesis turned out to be wrong, as container freight rates edged unexpectedly lower on a worse than expected trade volume backdrop. However, it is important to note that my thesis today contrasts sharply with my argument made 3 quarters ago: Today there is a catalyst and the core argument of the thesis is not anchored on \"improving rates\", but on rates that have already materialized. Thus, while the argument back in May 2023 was based on a \"bet\", the argument today is more fundamentally anchored. On a different note, I also point out that current disruptions may have already caused enough stress with container/ shipping service buyers to lock in forward shipping rates at an elevated rate. This may support bullish commercial momentum throughout 2024, even if the Red Sea disruptions were to be resolved in a \"timely\" schedule. In any case, current consensus estimates for ZIM are likely much too low to reflect the events of the past few weeks and a changing container shipping environment. In fact, referencing estimates collected by Refinitiv, I point out that analyst consensus revenue revisions have so far been minor, pricing a revenue delta of only +$500 million for 2024. I am not sure why analysts have so far failed to reflect the Red Sea disruptions in their estimates, as the impact on rates is indisputable (see DWCI). I argue that considerations about disruption duration play a role, as well as an equity research industry bias towards \"wait and see\" rather than \"anticipate and speculate\". RefinitivPersonally, I take the chance to speculate that analysts are behind the curve, and I open a position in ZIM shares. Investors should take into account that 'returning cash to shareholders' remains a key priority of ZIM CEO Eli Glickman. And although predicting the probability and amount of a dividend distribution in 2024 is challenging, it's important to note that the potential for a dividend appears to be very promising on a likely profit surge due to the Red Sea route disruption. I assign a speculative \"Strong Buy\" rating.  As a final note, I point out that it is highly difficult, and arguably unreasonable to value a company like ZIM Integrated based on cash flow or earnings, because the fundamentals of the business are so volatile and cyclical. Accordingly, for valuation guidance I would rather look at accounting book value, or liquidation value. And on that note, I think at 0.6x P/B the downside for ZIM looks well-protected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264027313610944,"gmtCreate":1705479081295,"gmtModify":1705479086272,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Woohoo&nbsp;","listText":"Woohoo&nbsp;","text":"Woohoo","images":[{"img":"https://community-static.tradeup.com/news/096de67171f449f2ce02772556508412","width":"970","height":"1432"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264027313610944","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263504557174976,"gmtCreate":1705366881380,"gmtModify":1705366887297,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"<a 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put?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263358217109664,"gmtCreate":1705330977335,"gmtModify":1705330981960,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ZIM 20240119 11.0 PUT\">$ZIM 20240119 11.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/ZIM 20240119 11.0 PUT\">$ZIM 20240119 11.0 PUT$ </a>&nbsp;","text":"$ZIM 20240119 11.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/a489517b18886d99192754357566db4b","width":"1080","height":"2301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263358217109664","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":260006537605176,"gmtCreate":1704488505056,"gmtModify":1704488509571,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Tiger vault&nbsp;","listText":"Tiger vault&nbsp;","text":"Tiger vault","images":[{"img":"https://community-static.tradeup.com/news/241ff76abb5570fa911b40826424a710","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260006537605176","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":247737592983616,"gmtCreate":1701520722919,"gmtModify":1701520726091,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247737592983616","repostId":"247069551841400","repostType":1,"repost":{"id":247069551841400,"gmtCreate":1701356749606,"gmtModify":1701356926323,"author":{"id":"3527667645834579","authorId":"3527667645834579","name":"OptionsBB","avatar":"https://community-static.tradeup.com/news/d77352af64bc1f2e2b196137b6c9a363","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667645834579","authorIdStr":"3527667645834579"},"themes":[],"title":"Options Spy | On the eve of Cybertruck delivery, institutions buy large put options","htmlText":"The Federal Reserve's latest Beige Book reveals a slowdown in the US economy, the market bets on the US central bank to cut interest rates in the first half of next year, US Treasuries continued to rise, the main US stock index closed little changed on Wednesday (29), the Dow Jones rose more than 10 points, the index and the S&amp;P slightly closed down.In political and economic news, U.S. economic growth slowed this fall, with business activity growing slowly or declining across the country, according to the Federal Reserve's Beige Book, a regular business survey. Consumer activity was mixed, with much of the cooling coming from a decline in purchases of durable goods and increased price sensitivity.Fed officials sent a mixture of hawk and dove signals on Wednesday, with Atlanta Fed Presi","listText":"The Federal Reserve's latest Beige Book reveals a slowdown in the US economy, the market bets on the US central bank to cut interest rates in the first half of next year, US Treasuries continued to rise, the main US stock index closed little changed on Wednesday (29), the Dow Jones rose more than 10 points, the index and the S&amp;P slightly closed down.In political and economic news, U.S. economic growth slowed this fall, with business activity growing slowly or declining across the country, according to the Federal Reserve's Beige Book, a regular business survey. Consumer activity was mixed, with much of the cooling coming from a decline in purchases of durable goods and increased price sensitivity.Fed officials sent a mixture of hawk and dove signals on Wednesday, with Atlanta Fed Presi","text":"The Federal Reserve's latest Beige Book reveals a slowdown in the US economy, the market bets on the US central bank to cut interest rates in the first half of next year, US Treasuries continued to rise, the main US stock index closed little changed on Wednesday (29), the Dow Jones rose more than 10 points, the index and the S&P slightly closed down.In political and economic news, U.S. economic growth slowed this fall, with business activity growing slowly or declining across the country, according to the Federal Reserve's Beige Book, a regular business survey. Consumer activity was mixed, with much of the cooling coming from a decline in purchases of durable goods and increased price sensitivity.Fed officials sent a mixture of hawk and dove signals on Wednesday, with Atlanta Fed Presi","images":[{"img":"https://static.tigerbbs.com/ac1a41386b4d7556d3c918c1704fab87","width":"2304","height":"676"},{"img":"https://static.tigerbbs.com/d433467e50e5136989c641dce4a284a9","width":"2306","height":"1342"},{"img":"https://static.tigerbbs.com/59fb525ab073065ccb361be24587b6f6","width":"2294","height":"1340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247069551841400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247737512800368,"gmtCreate":1701520713165,"gmtModify":1701520716484,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247737512800368","repostId":"247029796380904","repostType":1,"repost":{"id":247029796380904,"gmtCreate":1701347177261,"gmtModify":1701402127259,"author":{"id":"10000000000010945","authorId":"10000000000010945","name":"Meme_Tiger","avatar":"https://community-static.tradeup.com/news/eb1a09788252e1f02cd561cbf0b1ac99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010945","authorIdStr":"10000000000010945"},"themes":[],"title":"🎁Most Shorted Stocks | Will UPST Continue to Suffer or Rebound Amid Year-End Rally?","htmlText":"Hi, tigers! I’m back with the latest short interest data.Let’s look at the most-shorted stocks and guess whether they will experience short squeeze or not.<a href=\"https://ttm.financial/S/TIVC\">$Tivic Health Systems, Inc.(TIVC)$</a>, health tech company, jumped 80% as investors bet on its earnings but then lost over 10% after report on 15th Nov.<a href=\"https://ttm.financial/S/EBIX\">$Ebix(EBIX)$</a>, software and e-commerce services company, also ranked as the top 5 most-shorted stocks in October. It rose over 50% after earnings on 15th Nov.<a href=\"https://ttm.financial/S/FSR\">$Fisker Inc.(FSR)$</a>, EV automaker, continues to go down after earnings on 13th Nov.<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>, the popular target among shorters, gains 15% in Nov.","listText":"Hi, tigers! I’m back with the latest short interest data.Let’s look at the most-shorted stocks and guess whether they will experience short squeeze or not.<a href=\"https://ttm.financial/S/TIVC\">$Tivic Health Systems, Inc.(TIVC)$</a>, health tech company, jumped 80% as investors bet on its earnings but then lost over 10% after report on 15th Nov.<a href=\"https://ttm.financial/S/EBIX\">$Ebix(EBIX)$</a>, software and e-commerce services company, also ranked as the top 5 most-shorted stocks in October. It rose over 50% after earnings on 15th Nov.<a href=\"https://ttm.financial/S/FSR\">$Fisker Inc.(FSR)$</a>, EV automaker, continues to go down after earnings on 13th Nov.<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>, the popular target among shorters, gains 15% in Nov.","text":"Hi, tigers! I’m back with the latest short interest data.Let’s look at the most-shorted stocks and guess whether they will experience short squeeze or not.$Tivic Health Systems, Inc.(TIVC)$, health tech company, jumped 80% as investors bet on its earnings but then lost over 10% after report on 15th Nov.$Ebix(EBIX)$, software and e-commerce services company, also ranked as the top 5 most-shorted stocks in October. It rose over 50% after earnings on 15th Nov.$Fisker Inc.(FSR)$, EV automaker, continues to go down after earnings on 13th Nov.$Beyond Meat, Inc.(BYND)$, the popular target among shorters, gains 15% in Nov.","images":[{"img":"https://community-static.tradeup.com/news/6f609434760b66ff5a34e6b1252346d2","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247029796380904","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247737526931488,"gmtCreate":1701520701735,"gmtModify":1701520706471,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247737526931488","repostId":"247030843506808","repostType":1,"repost":{"id":247030843506808,"gmtCreate":1701347299329,"gmtModify":1701347327507,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"Is Musk the Silicon Valley Iron Man? Is Jim Cramer the King of Inverse ETFs? How would you comment?","htmlText":"Welcome to Thursday Special!Recently, netizens have started a trend of giving scores, not only in the realm of sports games but also extending it to entrepreneurs. For example:The founder of <a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>, Huang Zheng, received a comment: 'You're just 0.01% away from getting a score, come on and get the support!'The Chairman of Evergrande Group <a href=\"https://ttm.financial/S/03333\">$EVERGRANDE(03333)$</a>, Xu Jiayin, was commented on with: 'The money you owe, even Musk can't pay off.Today, let's turn the spotlight on your stock picks or the entrepreneurs. How would you comment on them? For example:Elon Musk of <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>: Silicon Valley Iron Man - change the structure of human life and","listText":"Welcome to Thursday Special!Recently, netizens have started a trend of giving scores, not only in the realm of sports games but also extending it to entrepreneurs. For example:The founder of <a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a>, Huang Zheng, received a comment: 'You're just 0.01% away from getting a score, come on and get the support!'The Chairman of Evergrande Group <a href=\"https://ttm.financial/S/03333\">$EVERGRANDE(03333)$</a>, Xu Jiayin, was commented on with: 'The money you owe, even Musk can't pay off.Today, let's turn the spotlight on your stock picks or the entrepreneurs. How would you comment on them? For example:Elon Musk of <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>: Silicon Valley Iron Man - change the structure of human life and","text":"Welcome to Thursday Special!Recently, netizens have started a trend of giving scores, not only in the realm of sports games but also extending it to entrepreneurs. For example:The founder of $Pinduoduo Inc.(PDD)$, Huang Zheng, received a comment: 'You're just 0.01% away from getting a score, come on and get the support!'The Chairman of Evergrande Group $EVERGRANDE(03333)$, Xu Jiayin, was commented on with: 'The money you owe, even Musk can't pay off.Today, let's turn the spotlight on your stock picks or the entrepreneurs. How would you comment on them? For example:Elon Musk of $Tesla Motors(TSLA)$: Silicon Valley Iron Man - change the structure of human life and","images":[{"img":"https://community-static.tradeup.com/news/a72cb9a73b3583f19ba39830ea9d696f","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/3f88a6fecdc1b58f9d11056f2bf2cf6b","width":"1080","height":"422"},{"img":"https://community-static.tradeup.com/news/ec4eba0f5d4e42eb42359bf7ef88c79d","width":"978","height":"354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247030843506808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234293266251808,"gmtCreate":1698242970509,"gmtModify":1698242973671,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234293266251808","repostId":"234336384118800","repostType":1,"repost":{"id":234336384118800,"gmtCreate":1698237120208,"gmtModify":1698292391773,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"🎁Tigers Topic Review (18): I will get all my friends and relatives to raid all the rewards","htmlText":"Hi Tigers🥳🥳,Welcome to Tigers Topic Review“Topic Review” is a new column set to highlight great comments on valuable topics discussed in our Tiger Community.<a href=\"https://ttm.financial/post/231803371884584\">🎁Tigers Topic Review (17): Tiger Emoji Show🤪</a><a href=\"https://ttm.financial/post/226883791360152\">🔥Tigers Topic Review (16): I wish My money flower can grow up</a>In last week's Thursday Special \"<a href=\"https://ttm.financial/post/232205940498448\">Risk Tolerance vs. Ambition: How to Maximize Profits?</a>\", Tigers were invited to make a once-in-a-lifetime decision that could make them millionaires or even billionaires, depending on their choice and, of course, their luck. Given one choice, most Tigers would go for the sure-win 1-million option[Miser]. And if 3 choices are availabl","listText":"Hi Tigers🥳🥳,Welcome to Tigers Topic Review“Topic Review” is a new column set to highlight great comments on valuable topics discussed in our Tiger Community.<a href=\"https://ttm.financial/post/231803371884584\">🎁Tigers Topic Review (17): Tiger Emoji Show🤪</a><a href=\"https://ttm.financial/post/226883791360152\">🔥Tigers Topic Review (16): I wish My money flower can grow up</a>In last week's Thursday Special \"<a href=\"https://ttm.financial/post/232205940498448\">Risk Tolerance vs. Ambition: How to Maximize Profits?</a>\", Tigers were invited to make a once-in-a-lifetime decision that could make them millionaires or even billionaires, depending on their choice and, of course, their luck. Given one choice, most Tigers would go for the sure-win 1-million option[Miser]. And if 3 choices are availabl","text":"Hi Tigers🥳🥳,Welcome to Tigers Topic Review“Topic Review” is a new column set to highlight great comments on valuable topics discussed in our Tiger Community.🎁Tigers Topic Review (17): Tiger Emoji Show🤪🔥Tigers Topic Review (16): I wish My money flower can grow upIn last week's Thursday Special \"Risk Tolerance vs. Ambition: How to Maximize Profits?\", Tigers were invited to make a once-in-a-lifetime decision that could make them millionaires or even billionaires, depending on their choice and, of course, their luck. Given one choice, most Tigers would go for the sure-win 1-million option[Miser]. And if 3 choices are availabl","images":[{"img":"https://community-static.tradeup.com/news/6afcee6b68d85bb01ce9b25fef5eeeb9","width":"640","height":"480"},{"img":"https://community-static.tradeup.com/news/26260a2c604e462716d1304ba9ef1024","width":"450","height":"459"},{"img":"https://community-static.tradeup.com/news/ad18b9e8a269e8127fb9869fe4cb01e8","width":"700","height":"578"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234336384118800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208533771366424,"gmtCreate":1691935529973,"gmtModify":1691935534639,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/208533771366424","repostId":"208330575155232","repostType":1,"repost":{"id":208330575155232,"gmtCreate":1691890090357,"gmtModify":1691893511287,"author":{"id":"10000000000010714","authorId":"10000000000010714","name":"HueFin News","avatar":"https://community-static.tradeup.com/news/525ab01de57ae269d24770433c37e0ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010714","authorIdStr":"10000000000010714"},"themes":[],"htmlText":"\n \n \n  AMC Stock Conversion 'SURPRISE' - Is AMC Stock To Risky? AMC Stock Prediction\n \n","listText":"AMC Stock Conversion 'SURPRISE' - Is AMC Stock To Risky? AMC Stock Prediction","text":"AMC Stock Conversion 'SURPRISE' - Is AMC Stock To Risky? AMC Stock Prediction","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/208330575155232","isVote":1,"tweetType":2,"object":{"id":"d5774b35800b41d08a3bd7851825816e","tweetId":"208330575155232","title":"AMC Stock Conversion &#39;SURPRISE&#39; - Is AMC Stock To Risky? AMC Stock Prediction","videoUrl":"http://v.tigerbbs.com/169189008606324b84f618150362730bdc6101da4e0b0.mp4","poster":"https://static.tigerbbs.com/f7cb849d7b878a83e609ce1c78cee869","shareLink":"http://v.tigerbbs.com/169189008606324b84f618150362730bdc6101da4e0b0.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943881524,"gmtCreate":1679351618169,"gmtModify":1679351622287,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Tiger app is user friendly&nbsp;[Happy]&nbsp;","listText":"Tiger app is user friendly&nbsp;[Happy]&nbsp;","text":"Tiger app is user friendly [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943881524","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943881215,"gmtCreate":1679351445937,"gmtModify":1679351449334,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Is time to buy US bank stock<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><a href=\"https://ttm.financial/S/C\">$Citigroup(C)$ </a><a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$ &nbsp;</a>","listText":"Is time to buy US bank stock<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><a href=\"https://ttm.financial/S/C\">$Citigroup(C)$ </a><a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$ &nbsp;</a>","text":"Is time to buy US bank stock$Bank of America(BAC)$ $Citigroup(C)$ $JPMorgan Chase(JPM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/9943881215","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943346430,"gmtCreate":1679192861320,"gmtModify":1679192865135,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943346430","repostId":"9940432414","repostType":1,"repost":{"id":9940432414,"gmtCreate":1678103134438,"gmtModify":1678256126095,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"🎁13 SG stocks' Dividend Yields Higher than Fixed Deposit Rates","htmlText":"Hi&nbsp;Tigers,Welcome&nbsp;to&nbsp;check&nbsp;the latest High&nbsp;Dividend Yields lists&nbsp;of 13 SGX&nbsp;companies whose Yields exceed the 12 months Fixed Deposit Rates of most SG banks.&nbsp;Welcome&nbsp;to&nbsp;find&nbsp;and&nbsp;share&nbsp;your&nbsp;most&nbsp;bullished&nbsp;one.Best Fixed Deposit Rates(MAR 2023)Notes: Fixed deposit interest rates listed here are mostly promotional interest rates that change monthly, and some might not even have a specific expiry date.The 13 High Dividend Yeilds stocks are as belowCompanyMarket Value (SGD)Current Price (SGD)Dividend YieldYTD 2023Industry<a target=\"_blank\" href=\"https://ttm.financial/S/E5H.SI\">$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$</a>3.61 B0.286.70%14.00%Agriculture Products<a target=\"_blank\" href=\"https://ttm.financial/S/BN4.SI\">$KEPP</a>","listText":"Hi&nbsp;Tigers,Welcome&nbsp;to&nbsp;check&nbsp;the latest High&nbsp;Dividend Yields lists&nbsp;of 13 SGX&nbsp;companies whose Yields exceed the 12 months Fixed Deposit Rates of most SG banks.&nbsp;Welcome&nbsp;to&nbsp;find&nbsp;and&nbsp;share&nbsp;your&nbsp;most&nbsp;bullished&nbsp;one.Best Fixed Deposit Rates(MAR 2023)Notes: Fixed deposit interest rates listed here are mostly promotional interest rates that change monthly, and some might not even have a specific expiry date.The 13 High Dividend Yeilds stocks are as belowCompanyMarket Value (SGD)Current Price (SGD)Dividend YieldYTD 2023Industry<a target=\"_blank\" href=\"https://ttm.financial/S/E5H.SI\">$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$</a>3.61 B0.286.70%14.00%Agriculture Products<a target=\"_blank\" href=\"https://ttm.financial/S/BN4.SI\">$KEPP</a>","text":"Hi Tigers,Welcome to check the latest High Dividend Yields lists of 13 SGX companies whose Yields exceed the 12 months Fixed Deposit Rates of most SG banks. Welcome to find and share your most bullished one.Best Fixed Deposit Rates(MAR 2023)Notes: Fixed deposit interest rates listed here are mostly promotional interest rates that change monthly, and some might not even have a specific expiry date.The 13 High Dividend Yeilds stocks are as belowCompanyMarket Value (SGD)Current Price (SGD)Dividend YieldYTD 2023Industry$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$3.61 B0.286.70%14.00%Agriculture Products$KEPP","images":[{"img":"https://community-static.tradeup.com/news/cffdb8901d5680044b9fb30c156f8628","width":"1037","height":"564"},{"img":"https://community-static.tradeup.com/news/2942a2228f6312087b62db01057925ab","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7a7567bb83b3467b5630a65e606a569e","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940432414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934659682,"gmtCreate":1663245620146,"gmtModify":1676537235362,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"No...too risky","listText":"No...too risky","text":"No...too risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934659682","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":266513281499176,"gmtCreate":1706102243658,"gmtModify":1706102246424,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ZIM 20240216 12.5 PUT\">$ZIM 20240216 12.5 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/ZIM 20240216 12.5 PUT\">$ZIM 20240216 12.5 PUT$ </a>&nbsp;","text":"$ZIM 20240216 12.5 PUT$","images":[{"img":"https://community-static.tradeup.com/news/5d538ccb13be3ce999f385d01e21e6e9","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/266513281499176","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263504557174976,"gmtCreate":1705366881380,"gmtModify":1705366887297,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ZIM 20240119 12.0 PUT\">$ZIM 20240119 12.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/ZIM 20240119 12.0 PUT\">$ZIM 20240119 12.0 PUT$ </a>&nbsp;","text":"$ZIM 20240119 12.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/263504557174976","isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559092967769547","authorId":"3559092967769547","name":"JennyChen","avatar":"https://static.tigerbbs.com/e7476e6fe63a32fff1474128a4245c40","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3559092967769547","idStr":"3559092967769547"},"content":"Excuse me, is this sell put?","text":"Excuse me, is this sell put?","html":"Excuse me, is this sell put?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":264027313610944,"gmtCreate":1705479081295,"gmtModify":1705479086272,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"Woohoo&nbsp;","listText":"Woohoo&nbsp;","text":"Woohoo","images":[{"img":"https://community-static.tradeup.com/news/096de67171f449f2ce02772556508412","width":"970","height":"1432"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264027313610944","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9943881215,"gmtCreate":1679351445937,"gmtModify":1679351449334,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"Is time to buy US bank stock<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><a href=\"https://ttm.financial/S/C\">$Citigroup(C)$ </a><a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$ &nbsp;</a>","listText":"Is time to buy US bank stock<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><a href=\"https://ttm.financial/S/C\">$Citigroup(C)$ </a><a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$ &nbsp;</a>","text":"Is time to buy US bank stock$Bank of America(BAC)$ $Citigroup(C)$ $JPMorgan Chase(JPM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/9943881215","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263358217109664,"gmtCreate":1705330977335,"gmtModify":1705330981960,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ZIM 20240119 11.0 PUT\">$ZIM 20240119 11.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/ZIM 20240119 11.0 PUT\">$ZIM 20240119 11.0 PUT$ </a>&nbsp;","text":"$ZIM 20240119 11.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/a489517b18886d99192754357566db4b","width":"1080","height":"2301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263358217109664","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069143832,"gmtCreate":1651266881019,"gmtModify":1676534879188,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>why drop again?","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>why drop again?","text":"$英伟达(NVDA)$why drop again?","images":[{"img":"https://community-static.tradeup.com/news/22574118fcaf44a929ac94ccadbff404","width":"1080","height":"2888"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069143832","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574968450404111","authorId":"3574968450404111","name":"Bloomberg Markets","avatar":"https://community-static.tradeup.com/news/f516c34a4c299ef7bfa6036707b67c4a","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3574968450404111","idStr":"3574968450404111"},"content":"Learn what is PE and PB ratio. You do know nvidia pb ratio is 17 at $185. Even it drops to $160, its extremely overvalued too.","text":"Learn what is PE and PB ratio. You do know nvidia pb ratio is 17 at $185. Even it drops to $160, its extremely overvalued too.","html":"Learn what is PE and PB ratio. You do know nvidia pb ratio is 17 at $185. 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NVDA","images":[{"img":"https://community-static.tradeup.com/news/82f4af9ef08f5b42364ad574dbd6e5b3","width":"1080","height":"2888"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062922282","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153924638,"gmtCreate":1625006535224,"gmtModify":1703849792520,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ABCL\">$AbCellera Biologics(ABCL)$</a>???","listText":"<a href=\"https://laohu8.com/S/ABCL\">$AbCellera Biologics(ABCL)$</a>???","text":"$AbCellera Biologics(ABCL)$???","images":[{"img":"https://static.tigerbbs.com/d1775c267180d2daaa51359f6052f7af","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153924638","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049986303,"gmtCreate":1655736796902,"gmtModify":1676535695103,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"[Sad]&nbsp;[Happy]&nbsp;","listText":"[Sad]&nbsp;[Happy]&nbsp;","text":"[Sad] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049986303","repostId":"1177416267","repostType":4,"repost":{"id":"1177416267","kind":"news","pubTimestamp":1655736520,"share":"https://ttm.financial/m/news/1177416267?lang=&edition=fundamental","pubTime":"2022-06-20 22:48","market":"us","language":"en","title":"Retailers Fear Ministers Could Abandon Online Sales Tax and Rates Reform","url":"https://stock-news.laohu8.com/highlight/detail?id=1177416267","media":"Sky News","summary":"Executives from Amazon, ASOS and Currys will be among those meeting Treasury minister Lucy Frazer this week to discuss a potential tax on digital sales, Sky News learns.Some of Britain's most senior r","content":"<html><head></head><body><p>Executives from Amazon, ASOS and Currys will be among those meeting Treasury minister Lucy Frazer this week to discuss a potential tax on digital sales, Sky News learns.</p><p><img src=\"https://static.tigerbbs.com/03b85847fb92ecdd27cff50356e077d5\" tg-width=\"2048\" tg-height=\"1152\" width=\"100%\" height=\"auto\"/></p><p>Some of Britain&#39;s most senior retail executives will hold talks with a Treasury minister this week amid industry concerns that the government&#39;s appetite to introduce an online sales tax and reform the decades-old system of business rates is fading.</p><p>Sky News has learnt that bosses from companies including Amazon, Asda, ASOS, Currys and JustEat Takeaway will meet Lucy Frazer, the financial secretary to the Treasury, on Wednesday to reiterate calls for a fundamental overhaul of the rates regime.</p><p>A consultation on the launch of a tax on digital sales closed last week, and the divergence of opinions within the retail sector has fuelled concerns among its advocates that the government will use that disagreement as an excuse to abandon the plan.</p><p>Industry figures believe there is broad agreement across both online and predominantly physical store-owners that business rates need urgent and radical reform, with the <b>Retail Jobs Alliance</b> (RJA) - a new grouping whose members include Kingfisher and Tesco - understood to be behind research showing that a reduction in rates for all retailers would result in a tax cut for 197,000 shops across the country.</p><p>The RJA, which launched last month, wrote to Rishi Sunak, the chancellor, to &#34;make the case for an overall cut in business rates for all retail premises, [which] we are open to funding… through the introduction of a new online sales tax&#34;.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f98da70cb8836139eb796cab435c112\" tg-width=\"2048\" tg-height=\"1152\" width=\"100%\" height=\"auto\"/><span>Chancellor of the Exchequer Rishi Sunak</span></p><p>Other RJA members include Greggs, J Sainsbury and Waterstones.</p><p>This week&#39;s meeting with Ms Frazer follows a years-long debate about the balance between the taxation of physical and online retailers as consumers increasingly shift to digital channels.</p><p>In February, the Treasury launched a consultation on the merits of an online sales tax in the wake of a business rates review that it claimed would save companies £7bn.</p><p>&#34;Whilst we&#39;ve made no decision on whether to introduce such a tax, it&#39;s right that, given the growing consumer trend to shop online, we work with stakeholders to assess the appropriate taxation of the retail sector&#34;, Lucy Frazer, financial secretary to the Treasury, said at the time.</p><p>This week, the respected think-tank the Centre for Policy Studies will publish a report that is expected to be highly critical of the proposals for an OST.</p><p>The CPS report is understood to have been put together with the backing of Coadec, an association which promotes the digital economy.</p><p>Among those expected to attend Wednesday&#39;s meeting are Jason Tarry, Tesco&#39;s UK and Ireland CEO; Mathew Dunn, ASOS&#39;s finance chief; John Boumphrey, Amazon&#39;s UK country manager; and Alex Baldock, Currys&#39; chief executive.</p><p>The Treasury declined to comment, although an insider insisted the government had not yet decided whether to introduce a tax on online sales.</p><p>In their letter to Mr Sunak last month, the members of the RJA said: &#34;A meaningful cut in the Shops Tax would make a big difference to retailers&#39; ability to invest more in the shops and stores that we know customers value, as well as to create jobs.</p><p>&#34;This would make it easier for everyone in the retail sector to mitigate inflationary pressures, keep existing shops open and open new ones.&#34;</p></body></html>","source":"lsy1619191032898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://news.sky.com/story/retailers-fear-ministers-could-abandon-online-sales-tax-and-rates-reform-12637374><strong>Sky News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Executives from Amazon, ASOS and Currys will be among those meeting Treasury minister Lucy Frazer this week to discuss a potential tax on digital sales, Sky News learns.Some of Britain's most senior ...</p>\n\n<a href=\"https://news.sky.com/story/retailers-fear-ministers-could-abandon-online-sales-tax-and-rates-reform-12637374\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASC.UK":"ASOS PLC","AMZN":"亚马逊","ASOMF":"ASOS plc","CURY.UK":"CURRYS PLC","CURYY":"CURRYS PLC"},"source_url":"https://news.sky.com/story/retailers-fear-ministers-could-abandon-online-sales-tax-and-rates-reform-12637374","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177416267","content_text":"Executives from Amazon, ASOS and Currys will be among those meeting Treasury minister Lucy Frazer this week to discuss a potential tax on digital sales, Sky News learns.Some of Britain's most senior retail executives will hold talks with a Treasury minister this week amid industry concerns that the government's appetite to introduce an online sales tax and reform the decades-old system of business rates is fading.Sky News has learnt that bosses from companies including Amazon, Asda, ASOS, Currys and JustEat Takeaway will meet Lucy Frazer, the financial secretary to the Treasury, on Wednesday to reiterate calls for a fundamental overhaul of the rates regime.A consultation on the launch of a tax on digital sales closed last week, and the divergence of opinions within the retail sector has fuelled concerns among its advocates that the government will use that disagreement as an excuse to abandon the plan.Industry figures believe there is broad agreement across both online and predominantly physical store-owners that business rates need urgent and radical reform, with the Retail Jobs Alliance (RJA) - a new grouping whose members include Kingfisher and Tesco - understood to be behind research showing that a reduction in rates for all retailers would result in a tax cut for 197,000 shops across the country.The RJA, which launched last month, wrote to Rishi Sunak, the chancellor, to \"make the case for an overall cut in business rates for all retail premises, [which] we are open to funding… through the introduction of a new online sales tax\".Chancellor of the Exchequer Rishi SunakOther RJA members include Greggs, J Sainsbury and Waterstones.This week's meeting with Ms Frazer follows a years-long debate about the balance between the taxation of physical and online retailers as consumers increasingly shift to digital channels.In February, the Treasury launched a consultation on the merits of an online sales tax in the wake of a business rates review that it claimed would save companies £7bn.\"Whilst we've made no decision on whether to introduce such a tax, it's right that, given the growing consumer trend to shop online, we work with stakeholders to assess the appropriate taxation of the retail sector\", Lucy Frazer, financial secretary to the Treasury, said at the time.This week, the respected think-tank the Centre for Policy Studies will publish a report that is expected to be highly critical of the proposals for an OST.The CPS report is understood to have been put together with the backing of Coadec, an association which promotes the digital economy.Among those expected to attend Wednesday's meeting are Jason Tarry, Tesco's UK and Ireland CEO; Mathew Dunn, ASOS's finance chief; John Boumphrey, Amazon's UK country manager; and Alex Baldock, Currys' chief executive.The Treasury declined to comment, although an insider insisted the government had not yet decided whether to introduce a tax on online sales.In their letter to Mr Sunak last month, the members of the RJA said: \"A meaningful cut in the Shops Tax would make a big difference to retailers' ability to invest more in the shops and stores that we know customers value, as well as to create jobs.\"This would make it easier for everyone in the retail sector to mitigate inflationary pressures, keep existing shops open and open new ones.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025486280,"gmtCreate":1653718586240,"gmtModify":1676535333117,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>miss the lowest buying point&nbsp;","listText":"<a 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href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>when will stop dropping?","text":"$英伟达(NVDA)$when will stop dropping?","images":[{"img":"https://community-static.tradeup.com/news/4cebed6ed237498fa29b66b70ddef5dd","width":"1080","height":"2018"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084542216","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080154573,"gmtCreate":1649860380532,"gmtModify":1676534592252,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>up","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>up","text":"$英伟达(NVDA)$up","images":[{"img":"https://community-static.tradeup.com/news/ecfde9f9625f493c95a4013d8741a213","width":"1080","height":"2797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080154573","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018596272,"gmtCreate":1649055780595,"gmtModify":1676534442838,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>can hold?","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>can hold?","text":"$英伟达(NVDA)$can hold?","images":[{"img":"https://community-static.tradeup.com/news/584d5c499f1dff0ef641494723979a6d","width":"1080","height":"2888"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018596272","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819765693,"gmtCreate":1630109050412,"gmtModify":1676530225209,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"Good to buy","listText":"Good to buy","text":"Good to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819765693","repostId":"1171710155","repostType":4,"repost":{"id":"1171710155","kind":"news","pubTimestamp":1630075283,"share":"https://ttm.financial/m/news/1171710155?lang=&edition=fundamental","pubTime":"2021-08-27 22:41","market":"hk","language":"zh","title":"深挖快手财报的B面","url":"https://stock-news.laohu8.com/highlight/detail?id=1171710155","media":"极客公园","summary":"站在长期的角度，如何看待快手？\n\n上市至今，快手股价似乎一路看跌，引发了外界对快手商业模式、盈利能力等方面诸多讨论。\n加之近期，快手正式关闭其主打美国市场的出海产品 Zynn，看似出海的迷航，使得争论","content":"<blockquote>\n 站在长期的角度，如何看待快手？\n</blockquote>\n<p>上市至今，快手股价似乎一路看跌，引发了外界对快手商业模式、盈利能力等方面诸多讨论。</p>\n<p>加之近期，快手正式关闭其主打美国市场的出海产品 Zynn，看似出海的迷航，使得争论的声浪更高了。</p>\n<p>争议之中，快手在本周发布了今年第二季度财报。有人看到快手营收整体增长，也有人看到快手半年亏出了一个「美团」。</p>\n<p>这些其是快手财报显而易见的 A 面。但 A 面之下，深挖下快手财报的 B 面里暗含的信息，或许才能让人了解快手究竟是一家怎样的公司，看到快手未来究竟会走向何处。</p>\n<p><img src=\"https://static.tigerbbs.com/d08f6d2ce4c9ccedfbb878cc6f2be243\" tg-width=\"1080\" tg-height=\"1079\" referrerpolicy=\"no-referrer\"></p>\n<p>快手 2021Q2 财报数据｜快手</p>\n<p><b>「多元」的价值开始转正</b></p>\n<p>上市后，快手最显著的改变在于商业化全面提速。这点最直接的表现是，快手线上营销服务收入，也就是广告收入，连续两个季度超过直播，成为贡献最大营收的业务。</p>\n<p>快手 Q2 财报显示，线上营销服务收入为 99.6 亿元，占总营收的 52.1%。去年 6 月，这部分收入占比还只有 28.3%，一年时间翻了近一倍。</p>\n<p>2018 年，快手才正式开始商业化。有观点认为，快手商业化启动晚了，快手商业化能力不足。</p>\n<p>一位负责快手商业化的内部人士表示，对于这个时间点，「我们自己起初也有些误解，觉得可能晚了，但真正开始做了之后，反而会觉得是比较正确的选择」。</p>\n<p>该人士进一步解释，快手实现商业化的前提是不损害用户体验。在这个前提下，快手选择了更循序渐进的方式，在补齐商业化基础设施同时，引入更多品牌主和广告。</p>\n<p>今年以来，快手明显加强了品牌引进力度，注重围绕节点性事件与品牌共同策划优质内容。这达到的效果是，在实现品牌广告传播同时，也提升了快手自身的品牌声量。</p>\n<p>比如今年 6 月，Louis Vuitton2022 春夏男装秀亮相快手，当晚直播累计观看人数 3864 万，直播间最高同时在线人数超 59 万。</p>\n<p>今年奥运会期间，快手还联动淘特、美团、<a href=\"https://laohu8.com/S/PG\">宝洁</a>等几十个品牌，通过「体育氛围」社区、陪伴式体验等多种玩法，全景呈现了首届短视频时代下的奥运会。</p>\n<p>另一方面，快手还在持续加大对商业基础设施的建设。以效果广告为例，快手近期上线了<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>出价系统。该系统借助快手的算法能力，可更好地匹配广告内容与目标受众。</p>\n<p>此外，快手还在业务、产品、组织、服务四个层面全面提效，优化审核通过率、开户时长、资金利用效率，通过专项激励、CRM 体系升级等举措，提升组织效能，加强对客户的敏捷响应。</p>\n<p>财报显示，今年 Q2 季度，快手品牌广告商的数量较去年同期增长近 4 倍。对此，一位业内人士表示，过去，快手对于品牌广告主的价值其实被低估了。</p>\n<p>该人士进一步解释，早期的快手，社区氛围偏草根，但今天作为一个有超 3 亿用户的平台，用「多元」来理解快手会更合适。</p>\n<p>用户群体变得更多元，用户创作的内容变得更多样，使得快手成为了一个包容性更强的社区。这种包容性，也让更多品牌主有更多可选择的人群，去适配和投放。</p>\n<p>「多元」的价值逐渐被认可，就像是一个「转正」的过程，慢慢积蓄了一种势能，让快手现在的商业价值逐渐释放。</p>\n<p><img src=\"https://static.tigerbbs.com/88d5e8faa3315b93332b61529934fee8\" tg-width=\"1080\" tg-height=\"1079\" referrerpolicy=\"no-referrer\"></p>\n<p>快手产品页面｜快手</p>\n<p><b>一个产品功能改变，引发的系统性改变</b></p>\n<p>快手的流量政策会如调整？公域和私域如何平衡？算是快手 Q2 财报电话会上被重点讨论的问题。</p>\n<p>快手最早的形态是双列点选，进入产品后，用户可以主动选择感兴趣的内容观看。这种交互方式的特点在于，粉丝与创作者形成了天然的情感连接，彼此的互动性更强，更容易形成社交关系链。这也让快手成为了私域属性更强的产品。</p>\n<p>去年 9 月，快手正式发布了 8.0 版本，在双列点选的基础上，加入了单列上下滑的浏览模式。这个版本的更新，意味着快手开始对公域进行扩容。</p>\n<p>正是在产品功能上的改变，引发了快手在流量分配上的系统性改变。目前，快手的私域主要包括创作者的关注页、直播间、群聊等。公域阵地主要是主 tab 栏的发现页、精选等。</p>\n<p>平衡公私域，突出私域，是目前快手产品的特色。突出私域的优势在于，用户与关注者的粘性强，有信任感。创作者发布的内容有更大概率被粉丝看到，这让优质内容有一定出圈的基础，能作品流向公域吸引更多关注，形成正循环。</p>\n<p>快手联合创始人程一笑表示：「去年，我们在公域的优化与尝试主要集中在短视频。这些举措获得了用户与市场的认可，用户时长、活跃度与广告收入都有强劲的增长。」</p>\n<p>Q2 财报显示，快手应用的平均日活跃用户达 2.932 亿，同比增长 11.9%，同比增速季度内逐月提升。</p>\n<p>此外，今年上半年，快手应用平均日活用户为 2.943 亿，平均月活用户为 5.13 亿。随着平台社交信任度的不断加强，快手应用上的互相关注对数在二季度已达到 126 亿对，同比增长 60%。</p>\n<p>今年开始，快手在公域的尝试主要针对直播类业务进行优化，帮助主播获得更多的粉丝与观众。程一笑表示，在公域场景里，快手还需要进一步提升分发效率。其中很重要的点是提升商业效率。</p>\n<p>程一笑进一步解释，「对于带货能力、打赏能力、关注与涨粉能力更强的创作者，我们会进行一定的流量倾斜，这样可以保证我们的流量增长能更有效的传导到商业价值上。」</p>\n<p>实际上，公私域的结合，已经开始反哺其生态的商业化，尤其是电商业务。</p>\n<p>Q2 财报显示，快手本季度电商交易总额（GMV）达到 1454 亿元，是去年同期的两倍。具体收入构成中，服务板块 2021 年第二季度收入 20 亿元，同比增长 212.9%。</p>\n<p>私域作为快手平台基础，贡献了该季度快手电商 GMV 的绝大多数。据了解，后续快手电商将以「内容+信任」为核心的业务模式，持续提高用户复购率和买家转化率。</p>\n<p>在公域方面，快手电商正在大力支持品牌商家自播，引入更多知名品牌商品，并为品牌提供了全面的商业解决方案。这扩大了快手电商的商家群体和商品供应，并将用户的信任对象从主播扩大到信任商品和平台，进而充分开发公域的电商价值。</p>\n<p>在电商业务上，程一笑提到：「我们要继续做品牌战略。DAU 和时长的增长，让我们获得了更多的公域流量。而品牌商品，相比非品牌商品，能更好的利用公域，把流量导向私域。」</p>\n<p>今年以来，互联网产品都在摸索公私结合的方式。擅长公域的<a href=\"https://laohu8.com/S/DYIN\">抖音</a>今年 7 月底提出「抖音私域」概念。以私域著称的微信也在视频号上强化公域流量的挖掘能力。</p>\n<p>据《字母榜》报道，一位接近快手人士表示，处理好公私域之间的关系，挑战不小，若能处理好，会形成较大护城河和优势。</p>\n<p><img src=\"https://static.tigerbbs.com/c92e1d021d5126fcb782905c115b84d3\" tg-width=\"1080\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></p>\n<p>快手海外应用 Kwai｜Kwai</p>\n<p><b>大踏步「撤退」后，依旧需要大踏步「前进」</b></p>\n<p>除了广告收入增长、流量分发效率提升，快手还在积极寻找新的市场。出海成了绕不开的业务方向。</p>\n<p>今年一季度财报，快手便首次披露其海外业务数据。此外，今年年中，接受彭博商业周刊采访，快手联合创始人宿华也明确表示，全球短视频市场仍有巨大增长空间。</p>\n<p>据了解，目前快手的海外应用包括 Kwai、Snack Video。Kwai 是快手最成功的海外产品，也是快手国内产品的复刻。2021 年上半年，Kwai 在巴西和墨西哥等国家的下载量已超过 7600 万次，而 SnackVideo 在印度尼西亚和巴基斯坦等市场开始吸引用户。</p>\n<p>快手 Q2 季度财报显示，海外市场，快手 6 月份的月活跃用户已超过 1.8 亿，南美、东南亚及中东地区均为拓展重点。快手方面表示，「这进一步坚定了我们把握海外市场未来增长和发展重大机遇的决心。」</p>\n<p>据 Bloomberg 报道，快手的海外用户中约有一半来自拉丁美洲。今年早些时候，快手与 2021 年美洲杯达成赞助协议，这是拉美地区的重大赛事。此外，公司还承诺在未来一年中投入 1000 万美元来激励体育内容创作者。</p>\n<p>快手也在扩充出海团队的力量。目前，负责快手海外业务的仇广宇，此前是贝恩资本的投资人和<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>高管，曾帮助滴滴在巴西建立业务。今年 4 月，前 <a href=\"https://laohu8.com/S/FB\">Facebook</a> 高级工程师王美宏也加入快手，负责其全球产品的技术。据了解，今年年底前，快手全球团队规模增加一倍至 2000 人。</p>\n<p>然而今年 8 月，快手关停主攻北美市场的短视频产品 Zynn。这一动作被外界解读为快手北美市场的败退。一位快手内部人士表示，这只是出海产品上的策略调整，快手并未放弃对海外市场的拓展。</p>\n<p>在 Q2 财报电话会上，程一笑对于快手的海外业务也有相关解释。程一笑认为，「在海外，短视频产品的渗透率离国内还有很大差距，预计还有几十亿的增量。用户的需求和内容的供给都有广阔的差异化空间。短期内，我们的竞争策略是利用独特的内容供给，吸引尚未被短视频产品转化的潜在用户。我们目前会集中力量完成这一策略。」</p>\n<p>因此，在选择目标市场上，快手当前的策略是重点考虑人口密度高、对短视频产品接受程度高、变现潜力大的地区。在增长策略上，除了积极推动增长和拉活之外，快手也鼓励本地化的内容创作，让更多本地内容垂类做深做透。</p>\n<p>普惠仍旧是快手在海外市场坚持的产品理念。程一笑表示：「快手在南美、东南亚和中东的表现都不错。希望在各个重点市场进入存量竞争之前，获得尽可能大的市场份额。」</p>\n<p>对此，一位业内人士表示，关停 Zynn 看似是大踏步「撤退」，但客观上对整合优势资源，调整节奏，再大踏步「前进」是有利的。出海是大势所趋，快手太会放弃这个显然的机遇。</p>\n<p>对快手来说，更重要的事情是在自己的节奏里，找到新的增长点。</p>","source":"jkgy","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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\">\n深挖快手财报的B面\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 22:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/aKNKcYXfh9fD0NgG6Z1Mqw><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>站在长期的角度，如何看待快手？\n\n上市至今，快手股价似乎一路看跌，引发了外界对快手商业模式、盈利能力等方面诸多讨论。\n加之近期，快手正式关闭其主打美国市场的出海产品 Zynn，看似出海的迷航，使得争论的声浪更高了。\n争议之中，快手在本周发布了今年第二季度财报。有人看到快手营收整体增长，也有人看到快手半年亏出了一个「美团」。\n这些其是快手财报显而易见的 A 面。但 A 面之下，深挖下快手财报的 B ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/aKNKcYXfh9fD0NgG6Z1Mqw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b57241e30a2dc7e84d4588d7aafb919c","relate_stocks":{"01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/aKNKcYXfh9fD0NgG6Z1Mqw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171710155","content_text":"站在长期的角度，如何看待快手？\n\n上市至今，快手股价似乎一路看跌，引发了外界对快手商业模式、盈利能力等方面诸多讨论。\n加之近期，快手正式关闭其主打美国市场的出海产品 Zynn，看似出海的迷航，使得争论的声浪更高了。\n争议之中，快手在本周发布了今年第二季度财报。有人看到快手营收整体增长，也有人看到快手半年亏出了一个「美团」。\n这些其是快手财报显而易见的 A 面。但 A 面之下，深挖下快手财报的 B 面里暗含的信息，或许才能让人了解快手究竟是一家怎样的公司，看到快手未来究竟会走向何处。\n\n快手 2021Q2 财报数据｜快手\n「多元」的价值开始转正\n上市后，快手最显著的改变在于商业化全面提速。这点最直接的表现是，快手线上营销服务收入，也就是广告收入，连续两个季度超过直播，成为贡献最大营收的业务。\n快手 Q2 财报显示，线上营销服务收入为 99.6 亿元，占总营收的 52.1%。去年 6 月，这部分收入占比还只有 28.3%，一年时间翻了近一倍。\n2018 年，快手才正式开始商业化。有观点认为，快手商业化启动晚了，快手商业化能力不足。\n一位负责快手商业化的内部人士表示，对于这个时间点，「我们自己起初也有些误解，觉得可能晚了，但真正开始做了之后，反而会觉得是比较正确的选择」。\n该人士进一步解释，快手实现商业化的前提是不损害用户体验。在这个前提下，快手选择了更循序渐进的方式，在补齐商业化基础设施同时，引入更多品牌主和广告。\n今年以来，快手明显加强了品牌引进力度，注重围绕节点性事件与品牌共同策划优质内容。这达到的效果是，在实现品牌广告传播同时，也提升了快手自身的品牌声量。\n比如今年 6 月，Louis Vuitton2022 春夏男装秀亮相快手，当晚直播累计观看人数 3864 万，直播间最高同时在线人数超 59 万。\n今年奥运会期间，快手还联动淘特、美团、宝洁等几十个品牌，通过「体育氛围」社区、陪伴式体验等多种玩法，全景呈现了首届短视频时代下的奥运会。\n另一方面，快手还在持续加大对商业基础设施的建设。以效果广告为例，快手近期上线了智能出价系统。该系统借助快手的算法能力，可更好地匹配广告内容与目标受众。\n此外，快手还在业务、产品、组织、服务四个层面全面提效，优化审核通过率、开户时长、资金利用效率，通过专项激励、CRM 体系升级等举措，提升组织效能，加强对客户的敏捷响应。\n财报显示，今年 Q2 季度，快手品牌广告商的数量较去年同期增长近 4 倍。对此，一位业内人士表示，过去，快手对于品牌广告主的价值其实被低估了。\n该人士进一步解释，早期的快手，社区氛围偏草根，但今天作为一个有超 3 亿用户的平台，用「多元」来理解快手会更合适。\n用户群体变得更多元，用户创作的内容变得更多样，使得快手成为了一个包容性更强的社区。这种包容性，也让更多品牌主有更多可选择的人群，去适配和投放。\n「多元」的价值逐渐被认可，就像是一个「转正」的过程，慢慢积蓄了一种势能，让快手现在的商业价值逐渐释放。\n\n快手产品页面｜快手\n一个产品功能改变，引发的系统性改变\n快手的流量政策会如调整？公域和私域如何平衡？算是快手 Q2 财报电话会上被重点讨论的问题。\n快手最早的形态是双列点选，进入产品后，用户可以主动选择感兴趣的内容观看。这种交互方式的特点在于，粉丝与创作者形成了天然的情感连接，彼此的互动性更强，更容易形成社交关系链。这也让快手成为了私域属性更强的产品。\n去年 9 月，快手正式发布了 8.0 版本，在双列点选的基础上，加入了单列上下滑的浏览模式。这个版本的更新，意味着快手开始对公域进行扩容。\n正是在产品功能上的改变，引发了快手在流量分配上的系统性改变。目前，快手的私域主要包括创作者的关注页、直播间、群聊等。公域阵地主要是主 tab 栏的发现页、精选等。\n平衡公私域，突出私域，是目前快手产品的特色。突出私域的优势在于，用户与关注者的粘性强，有信任感。创作者发布的内容有更大概率被粉丝看到，这让优质内容有一定出圈的基础，能作品流向公域吸引更多关注，形成正循环。\n快手联合创始人程一笑表示：「去年，我们在公域的优化与尝试主要集中在短视频。这些举措获得了用户与市场的认可，用户时长、活跃度与广告收入都有强劲的增长。」\nQ2 财报显示，快手应用的平均日活跃用户达 2.932 亿，同比增长 11.9%，同比增速季度内逐月提升。\n此外，今年上半年，快手应用平均日活用户为 2.943 亿，平均月活用户为 5.13 亿。随着平台社交信任度的不断加强，快手应用上的互相关注对数在二季度已达到 126 亿对，同比增长 60%。\n今年开始，快手在公域的尝试主要针对直播类业务进行优化，帮助主播获得更多的粉丝与观众。程一笑表示，在公域场景里，快手还需要进一步提升分发效率。其中很重要的点是提升商业效率。\n程一笑进一步解释，「对于带货能力、打赏能力、关注与涨粉能力更强的创作者，我们会进行一定的流量倾斜，这样可以保证我们的流量增长能更有效的传导到商业价值上。」\n实际上，公私域的结合，已经开始反哺其生态的商业化，尤其是电商业务。\nQ2 财报显示，快手本季度电商交易总额（GMV）达到 1454 亿元，是去年同期的两倍。具体收入构成中，服务板块 2021 年第二季度收入 20 亿元，同比增长 212.9%。\n私域作为快手平台基础，贡献了该季度快手电商 GMV 的绝大多数。据了解，后续快手电商将以「内容+信任」为核心的业务模式，持续提高用户复购率和买家转化率。\n在公域方面，快手电商正在大力支持品牌商家自播，引入更多知名品牌商品，并为品牌提供了全面的商业解决方案。这扩大了快手电商的商家群体和商品供应，并将用户的信任对象从主播扩大到信任商品和平台，进而充分开发公域的电商价值。\n在电商业务上，程一笑提到：「我们要继续做品牌战略。DAU 和时长的增长，让我们获得了更多的公域流量。而品牌商品，相比非品牌商品，能更好的利用公域，把流量导向私域。」\n今年以来，互联网产品都在摸索公私结合的方式。擅长公域的抖音今年 7 月底提出「抖音私域」概念。以私域著称的微信也在视频号上强化公域流量的挖掘能力。\n据《字母榜》报道，一位接近快手人士表示，处理好公私域之间的关系，挑战不小，若能处理好，会形成较大护城河和优势。\n\n快手海外应用 Kwai｜Kwai\n大踏步「撤退」后，依旧需要大踏步「前进」\n除了广告收入增长、流量分发效率提升，快手还在积极寻找新的市场。出海成了绕不开的业务方向。\n今年一季度财报，快手便首次披露其海外业务数据。此外，今年年中，接受彭博商业周刊采访，快手联合创始人宿华也明确表示，全球短视频市场仍有巨大增长空间。\n据了解，目前快手的海外应用包括 Kwai、Snack Video。Kwai 是快手最成功的海外产品，也是快手国内产品的复刻。2021 年上半年，Kwai 在巴西和墨西哥等国家的下载量已超过 7600 万次，而 SnackVideo 在印度尼西亚和巴基斯坦等市场开始吸引用户。\n快手 Q2 季度财报显示，海外市场，快手 6 月份的月活跃用户已超过 1.8 亿，南美、东南亚及中东地区均为拓展重点。快手方面表示，「这进一步坚定了我们把握海外市场未来增长和发展重大机遇的决心。」\n据 Bloomberg 报道，快手的海外用户中约有一半来自拉丁美洲。今年早些时候，快手与 2021 年美洲杯达成赞助协议，这是拉美地区的重大赛事。此外，公司还承诺在未来一年中投入 1000 万美元来激励体育内容创作者。\n快手也在扩充出海团队的力量。目前，负责快手海外业务的仇广宇，此前是贝恩资本的投资人和滴滴高管，曾帮助滴滴在巴西建立业务。今年 4 月，前 Facebook 高级工程师王美宏也加入快手，负责其全球产品的技术。据了解，今年年底前，快手全球团队规模增加一倍至 2000 人。\n然而今年 8 月，快手关停主攻北美市场的短视频产品 Zynn。这一动作被外界解读为快手北美市场的败退。一位快手内部人士表示，这只是出海产品上的策略调整，快手并未放弃对海外市场的拓展。\n在 Q2 财报电话会上，程一笑对于快手的海外业务也有相关解释。程一笑认为，「在海外，短视频产品的渗透率离国内还有很大差距，预计还有几十亿的增量。用户的需求和内容的供给都有广阔的差异化空间。短期内，我们的竞争策略是利用独特的内容供给，吸引尚未被短视频产品转化的潜在用户。我们目前会集中力量完成这一策略。」\n因此，在选择目标市场上，快手当前的策略是重点考虑人口密度高、对短视频产品接受程度高、变现潜力大的地区。在增长策略上，除了积极推动增长和拉活之外，快手也鼓励本地化的内容创作，让更多本地内容垂类做深做透。\n普惠仍旧是快手在海外市场坚持的产品理念。程一笑表示：「快手在南美、东南亚和中东的表现都不错。希望在各个重点市场进入存量竞争之前，获得尽可能大的市场份额。」\n对此，一位业内人士表示，关停 Zynn 看似是大踏步「撤退」，但客观上对整合优势资源，调整节奏，再大踏步「前进」是有利的。出海是大势所趋，快手太会放弃这个显然的机遇。\n对快手来说，更重要的事情是在自己的节奏里，找到新的增长点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366014500249816,"gmtCreate":1730382318299,"gmtModify":1730382322024,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366014500249816","repostId":"365918448103448","repostType":1,"repost":{"id":365918448103448,"gmtCreate":1730336127972,"gmtModify":1730355602128,"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"themes":[],"htmlText":"Did Tiger take away the daily task for \"View 5 trade feed post\"????&nbsp; It's 10 coins for this task...&nbsp;[OMG]&nbsp;&nbsp;[OMG]&nbsp;&nbsp;[OMG]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/3585001294737518\">@Universe宇宙 </a>&nbsp;<a href=\"https://ttm.financial/U/4113904591642392\">@LMSunshine </a>&nbsp;<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal </a>&nbsp;<a href=\"https://ttm.financial/U/3581734406950755\">@Shyon </a>&nbsp;<a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;<a href=\"https://ttm.financial/U/3573390365123336\">@GoodLife99 </a>&nbsp;<a href=\"https://ttm.financial/U/3581735774790928\">@HelenJanet </a>&nbsp;<a href=\"https://ttm.financial/U/4100927749199030\">@rL </a>&nbsp;<a href=\"https://ttm.financial/U/4093561479903300\">@SPACE ROCKET </a>&nbsp;","listText":"Did Tiger take away the daily task for \"View 5 trade feed post\"????&nbsp; It's 10 coins for this task...&nbsp;[OMG]&nbsp;&nbsp;[OMG]&nbsp;&nbsp;[OMG]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/3585001294737518\">@Universe宇宙 </a>&nbsp;<a href=\"https://ttm.financial/U/4113904591642392\">@LMSunshine </a>&nbsp;<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal </a>&nbsp;<a href=\"https://ttm.financial/U/3581734406950755\">@Shyon </a>&nbsp;<a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;<a 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It's 10 coins for this task... [OMG] [OMG] [OMG] @Universe宇宙 @LMSunshine @koolgal @Shyon @Aqa @GoodLife99 @HelenJanet @rL @SPACE ROCKET","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365918448103448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365783448817760,"gmtCreate":1730342709383,"gmtModify":1730342712548,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 200","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 200","text":"$NVIDIA Corp(NVDA)$ 200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365783448817760","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}