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2023-11-01

play the game and enjoy it...

2021-06-29

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Nvidia shares rose more than 5% to a new high

2021-06-28

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Ford Or NIO? The Final Verdict

2021-06-27

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3 Stocks You Can Keep Forever

2021-06-26

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Sorry, the original content has been removed

2021-06-25

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Is Amazon Stock A Better Buy Than Apple Through 2025?

2021-06-24

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JPMorgan Leads Banks Set to Return $142 Billion to Shareholders

2021-06-23

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AMC Retail Investors Want to Hold, Management Wants to Sell

2021-06-22

good

Oil could spike above $100 next year, Bank of America says

2021-06-21

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The Trade Desk Stock Split: Time to Buy?

2021-06-20

$GameStop(GME)$no energy to fly..

2021-06-19

$GameStop(GME)$fly...

2021-06-19

$ContextLogic Inc.(WISH)$13

2021-06-18

$Facebook(FB)$Go..go..go

2021-06-18

$BlackBerry(BB)$Pain...

2021-06-17

$Facebook(FB)$350

2021-06-16

$Facebook(FB)$Go..Go to the moon..

2021-06-15

$GameStop(GME)$250

2021-06-07

amc go go go..

AMC and Other Meme Stocks Boom Again. What Will Erupt Next?

2021-06-03

$SEMBCORP MARINE LTD(S51.SI)$0.22

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the game and enjoy it...","listText":"play the game and enjoy it...","text":"play the game and enjoy it...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236665896534056","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150685738,"gmtCreate":1624896446024,"gmtModify":1703847498663,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/150685738","repostId":"1182036516","repostType":4,"repost":{"id":"1182036516","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624892087,"share":"https://ttm.financial/m/news/1182036516?lang=&edition=fundamental","pubTime":"2021-06-28 22:54","market":"us","language":"en","title":"Nvidia shares rose more than 5% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1182036516","media":"Tiger Newspress","summary":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\n","content":"<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p>\n<p><img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Three major chip makers have reportedly stepped up to say they support&nbsp;Nvidia‘s&nbsp;proposed acquisition of the U.K.-based chip-design house Arm.</p>\n<p>Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from&nbsp;SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p>\n<p>But the U.K.’s&nbsp;<i>Sunday Times</i>&nbsp;over the weekend&nbsp;reported&nbsp;that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based&nbsp;MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p>\n<p>Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p>\n<p>“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p>\n<p>Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia shares rose more than 5% to a new high</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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\">\nNvidia shares rose more than 5% to a new high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-28 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p>\n<p><img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Three major chip makers have reportedly stepped up to say they support&nbsp;Nvidia‘s&nbsp;proposed acquisition of the U.K.-based chip-design house Arm.</p>\n<p>Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from&nbsp;SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p>\n<p>But the U.K.’s&nbsp;<i>Sunday Times</i>&nbsp;over the weekend&nbsp;reported&nbsp;that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based&nbsp;MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p>\n<p>Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p>\n<p>“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p>\n<p>Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182036516","content_text":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\nThree major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.\nLast September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.\nBut the U.K.’s Sunday Times over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.\nCiti analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.\n“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”\nMalik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127904675,"gmtCreate":1624809872797,"gmtModify":1703845442049,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/127904675","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124942967,"gmtCreate":1624723913859,"gmtModify":1703844147347,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/124942967","repostId":"2146107083","repostType":4,"repost":{"id":"2146107083","pubTimestamp":1624673250,"share":"https://ttm.financial/m/news/2146107083?lang=&edition=fundamental","pubTime":"2021-06-26 10:07","market":"us","language":"en","title":"3 Stocks You Can Keep Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2146107083","media":"Motley Fool","summary":"A long history of success coupled with bright prospects are the key ingredients for companies you can hold for the long term.","content":"<p>When looking for investments that have the potential to be held forever, it's beneficial not to only look at the latest technological craze or most disruptive businesses. As&nbsp;<b>Amazon</b>&nbsp;founder Jeff&nbsp;Bezos&nbsp;believes, the focus should be on what stays the same, as opposed to what we think might change in the future.&nbsp;</p>\n<p>This means that sticking to boring, steady, and predictable companies can be a worthwhile strategy. Fitting this description, here are three stocks you can keep forever.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75b7346a4d92cde9e5d2740346749150\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>1. Costco Wholesale</h2>\n<p><b>Costco Wholesale</b> (NASDAQ:COST), with its&nbsp;809 warehouses around the world, generated sales of $44.4 billion in the most recent quarter, a 21.7% jump from the prior-year period. As <a href=\"https://laohu8.com/S/AONE\">one</a> of the world's largest retailers, Costco was a mission-critical business during the onset of the coronavirus pandemic. Consumers visited stores to shop for everything from cleaning supplies to food.&nbsp;</p>\n<p>The company's operations haven't changed much over time, and they likely won't anytime soon. Even e-commerce sales, which expanded rapidly over the past&nbsp;year&nbsp;and grew 41.2%&nbsp;in the most recent quarter, are slowing down. During the month of May, online revenue rose&nbsp;just&nbsp;12.1%, signaling&nbsp;that shoppers&nbsp;are able and willing to transact more in person now.&nbsp;</p>\n<p>Costco is a&nbsp;recession-proof business&nbsp;that does well in good and bad economic times, which provides the safety investors want in a forever stock. Moreover, the reliance on membership fees, of which Costco generated $901&nbsp;million&nbsp;last quarter, allows the company to keep prices very low. As of March 31, Costco had 109.8&nbsp;million&nbsp;membership cardholders.&nbsp;</p>\n<p>Costco has and will continue to gain from its relentless focus to pass on savings to customers. This consumer-friendly fixation makes it difficult for rivals to compete and makes the business that much more loved by its shoppers.&nbsp;</p>\n<h2>2. Home Depot</h2>\n<p><b>Home Depot</b>&nbsp;(NYSE:HD) has grown to a $331 billion business because people love to spend on their homes. Again, this facet of human nature will never change, and it was on full display over the past year. Home Depot's revenue in fiscal 2020 increased 19.9%, the fastest annual gain in at least a decade. As consumers spent more time indoors and shifted spending away from travel, entertainment, and leisure, Home Depot benefited greatly.&nbsp;</p>\n<p>And even as we slowly recover from the pandemic, the&nbsp;momentum is still strong. Same-store sales (or comps) in the most recent quarter shot&nbsp;up 31%, continuing an acceleration over the past four quarters. The housing market is on fire, supported by still historically low interest rates and rising home prices, all of which support demand for Home Depot's products.&nbsp;</p>\n<p>The company serves both do-it-yourself (DIY) and professional (Pro) customers. The former outperformed during 2020, but the latter is reemerging as a real growth driver as people require work on bigger projects and are more comfortable allowing contractors into their homes. Additionally, a seamless omnichannel approach allows customers to shop Home Depot in whatever manner they like. In the most recent quarter, 55%&nbsp;of online orders were actually fulfilled at a store.&nbsp;</p>\n<p>Home Depot&nbsp;paid $1.8 billion in dividends in the first quarter, and also bought back $4 billion worth of shares. Focusing on returning excess cash to shareholders further boosts investor returns.&nbsp;</p>\n<h2>3. Starbucks</h2>\n<p><b>Starbucks</b>&nbsp;(NASDAQ:SBUX), the ubiquitous coffeehouse chain with nearly 33,000&nbsp;locations worldwide, is arguably an even more important part of people's daily lives than the previous two&nbsp;companies. Americans (and the rest of the world) need their caffeine fix, and Starbucks is there to deliver.&nbsp;</p>\n<p>The business is&nbsp;back to registering growth in the U.S. following a huge slowdown last year. With 22.9 million&nbsp;active rewards members, Starbucks' top-notch loyalty program encourages repeat business. In the most recent quarter, a whopping 52% of sales at U.S. company-operated stores were from these rewards-program customers.&nbsp;</p>\n<p>You may think there isn't much growth left for this powerful brand that already has stores basically everywhere, but think again. During the investor day presentation last December, CFO Patrick Grismer claimed that by 2030, Starbucks plans to have 55,000 outlets in 100 markets globally. This 67% increase would make it the largest restaurant chain in the world. With revenue of $23.8 billion over the past 12 months, this ambitious goal should certainly boost that number significantly.&nbsp;</p>\n<p>Expect China, where comps soared 91%&nbsp;in the most recent quarter, to be a major growth driver going forward. Starbucks plans to open&nbsp;600&nbsp;net new stores in the country just in this fiscal year.&nbsp;</p>\n<h2>Boring is beautiful&nbsp;</h2>\n<p>All three of these companies are absolutely essential in their customers' lives. Without Costco, Home Depot, or Starbucks, people wouldn't be able to get the things they desperately need. Furthermore, they all benefit from strong competitive advantages that protect them from rival firms.&nbsp;</p>\n<p>In the future, we know with a high level of confidence that the products that these businesses sell will still be in high demand. This is the primary reason why they are three stocks you can keep forever.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks You Can Keep Forever</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\">\n3 Stocks You Can Keep Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/25/3-stocks-you-can-keep-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When looking for investments that have the potential to be held forever, it's beneficial not to only look at the latest technological craze or most disruptive businesses. As Amazon founder Jeff Bezos ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/25/3-stocks-you-can-keep-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","COST":"好市多","SBUX":"星巴克"},"source_url":"https://www.fool.com/investing/2021/06/25/3-stocks-you-can-keep-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146107083","content_text":"When looking for investments that have the potential to be held forever, it's beneficial not to only look at the latest technological craze or most disruptive businesses. As Amazon founder Jeff Bezos believes, the focus should be on what stays the same, as opposed to what we think might change in the future. \nThis means that sticking to boring, steady, and predictable companies can be a worthwhile strategy. Fitting this description, here are three stocks you can keep forever.\nImage source: Getty Images.\n1. Costco Wholesale\nCostco Wholesale (NASDAQ:COST), with its 809 warehouses around the world, generated sales of $44.4 billion in the most recent quarter, a 21.7% jump from the prior-year period. As one of the world's largest retailers, Costco was a mission-critical business during the onset of the coronavirus pandemic. Consumers visited stores to shop for everything from cleaning supplies to food. \nThe company's operations haven't changed much over time, and they likely won't anytime soon. Even e-commerce sales, which expanded rapidly over the past year and grew 41.2% in the most recent quarter, are slowing down. During the month of May, online revenue rose just 12.1%, signaling that shoppers are able and willing to transact more in person now. \nCostco is a recession-proof business that does well in good and bad economic times, which provides the safety investors want in a forever stock. Moreover, the reliance on membership fees, of which Costco generated $901 million last quarter, allows the company to keep prices very low. As of March 31, Costco had 109.8 million membership cardholders. \nCostco has and will continue to gain from its relentless focus to pass on savings to customers. This consumer-friendly fixation makes it difficult for rivals to compete and makes the business that much more loved by its shoppers. \n2. Home Depot\nHome Depot (NYSE:HD) has grown to a $331 billion business because people love to spend on their homes. Again, this facet of human nature will never change, and it was on full display over the past year. Home Depot's revenue in fiscal 2020 increased 19.9%, the fastest annual gain in at least a decade. As consumers spent more time indoors and shifted spending away from travel, entertainment, and leisure, Home Depot benefited greatly. \nAnd even as we slowly recover from the pandemic, the momentum is still strong. Same-store sales (or comps) in the most recent quarter shot up 31%, continuing an acceleration over the past four quarters. The housing market is on fire, supported by still historically low interest rates and rising home prices, all of which support demand for Home Depot's products. \nThe company serves both do-it-yourself (DIY) and professional (Pro) customers. The former outperformed during 2020, but the latter is reemerging as a real growth driver as people require work on bigger projects and are more comfortable allowing contractors into their homes. Additionally, a seamless omnichannel approach allows customers to shop Home Depot in whatever manner they like. In the most recent quarter, 55% of online orders were actually fulfilled at a store. \nHome Depot paid $1.8 billion in dividends in the first quarter, and also bought back $4 billion worth of shares. Focusing on returning excess cash to shareholders further boosts investor returns. \n3. Starbucks\nStarbucks (NASDAQ:SBUX), the ubiquitous coffeehouse chain with nearly 33,000 locations worldwide, is arguably an even more important part of people's daily lives than the previous two companies. Americans (and the rest of the world) need their caffeine fix, and Starbucks is there to deliver. \nThe business is back to registering growth in the U.S. following a huge slowdown last year. With 22.9 million active rewards members, Starbucks' top-notch loyalty program encourages repeat business. In the most recent quarter, a whopping 52% of sales at U.S. company-operated stores were from these rewards-program customers. \nYou may think there isn't much growth left for this powerful brand that already has stores basically everywhere, but think again. During the investor day presentation last December, CFO Patrick Grismer claimed that by 2030, Starbucks plans to have 55,000 outlets in 100 markets globally. This 67% increase would make it the largest restaurant chain in the world. With revenue of $23.8 billion over the past 12 months, this ambitious goal should certainly boost that number significantly. \nExpect China, where comps soared 91% in the most recent quarter, to be a major growth driver going forward. Starbucks plans to open 600 net new stores in the country just in this fiscal year. \nBoring is beautiful \nAll three of these companies are absolutely essential in their customers' lives. Without Costco, Home Depot, or Starbucks, people wouldn't be able to get the things they desperately need. Furthermore, they all benefit from strong competitive advantages that protect them from rival firms. \nIn the future, we know with a high level of confidence that the products that these businesses sell will still be in high demand. This is the primary reason why they are three stocks you can keep forever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125029966,"gmtCreate":1624637319755,"gmtModify":1703842546138,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/125029966","repostId":"1102277547","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126815353,"gmtCreate":1624550848572,"gmtModify":1703840246202,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/126815353","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","pubTimestamp":1624533829,"share":"https://ttm.financial/m/news/1198422658?lang=&edition=fundamental","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","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>Is Amazon Stock A Better Buy Than Apple Through 2025?</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\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121222690,"gmtCreate":1624466538710,"gmtModify":1703837733645,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/121222690","repostId":"1104273824","repostType":4,"repost":{"id":"1104273824","pubTimestamp":1624459299,"share":"https://ttm.financial/m/news/1104273824?lang=&edition=fundamental","pubTime":"2021-06-23 22:41","market":"us","language":"en","title":"JPMorgan Leads Banks Set to Return $142 Billion to Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=1104273824","media":"Bloomberg","summary":"The biggest U.S. banks, led byJPMorgan Chase & Co.andBank of America Corp., are expected to pay out ","content":"<p>The biggest U.S. banks, led byJPMorgan Chase &amp; Co.andBank of America Corp., are expected to pay out $142 billion in capital to shareholders after clearing this year’s stress tests.</p>\n<p>One year after the Federal Reserve capped stock buybacks and dividends, the central bank is poised to liftremainingCovid-19 restrictions for lenders that perform well on this year’s exams when results are announced Thursday.</p>\n<p>All six of the biggest U.S. banks -- a group that also includes Citigroup Inc., Wells Fargo &amp; Co., Morgan Stanley and Goldman Sachs Group Inc. -- are expected to pass, paving the way for them to double total shareholder payouts in the next four quarters, according to data compiled by Bloomberg based on estimates provided by analysts at Barclays Plc.</p>\n<p><img src=\"https://static.tigerbbs.com/d297887da2002c8ff1a478aeaa499bae\" tg-width=\"580\" tg-height=\"306\">Created in the wake of the last financial crisis, the stress tests were designed to assess whether banks have enough capital to withstand economic turmoil. Though they’re normally administered annually, the Fed required additional exams during the pandemic.</p>\n<p>Now, with most banks sitting on mountains of excess cash, the exercise is primarily an indicator of how much of that money can be doled out to investors.</p>\n<p>“It truly is just a math exercise now,” said Jason Goldberg, an analyst at Barclays. “Given the fact that these banks did really well in the December Covid stress test and generally have more capital today than they did then, they should screen well.”</p>\n<p>Here’s what investors are watching for when the Fed announces stress-test results:</p>\n<p><b>New Schedule</b></p>\n<p>The day of the results used to be a frantic affair and banks that survived the exams would quickly announce their plans for distributing capital to investors. But now those plans don’t need the Fed’s sign-off because each bank knows its exact capital minimum. A lender can do whatever it likes with its excess cash.</p>\n<p>After the results are revealed, the Fed will specify the soonest that banks can announce their latest buyback and dividend intentions. It probably won’t be until next week when firms reveal their plans, though, and banks can choose to do so at a later date as well.</p>\n<p><b>New Rules</b></p>\n<p>The Fed tested 23 banks in total this time around, a list that includes domestic firms and U.S. subsidiaries of foreign lenders. Banks that pass the annual exam remain subject to a constant requirement that they stay above their capital target for the rest of the year. If a lender falls below at any point, the Fed can initiate enforcement actions before waiting for the next stress test.</p>\n<p>The stress capital buffer was technically implemented last year; however, because banks were subject to the pandemic-era limitations on shareholder returns, 2021 will be the first year the new system is in full effect.</p>\n<p><b>Bigger Payouts</b></p>\n<p>Some banks have already started sketching out how much cash they plan to return to shareholders as part of the 2021 Comprehensive Capital Analysis and Review -- or CCAR -- cycle, which includes the next four quarters.</p>\n<p>Bank of America has said it hopes to raise its dividend and announced plans to repurchase as much as $25 billion of its common stock while JPMorgan’s board has approved $30 billion in stock buybacks over an “indefinite time frame.”</p>\n<p><img src=\"https://static.tigerbbs.com/c84893921ec353134451bb3aaa2d0817\" tg-width=\"593\" tg-height=\"352\">“Reality is, the banking industry was tested by the pandemic,” Susan Roth Katzke, an analyst at Credit Suisse Group AG, said in a note to clients. “Near term, we expect macro recovery to remain an overwhelming positive, benefiting most, if not all banks.”</p>\n<p>In all, the six biggest U.S. banks are expected to triple their buybacks alone in the coming months to $107 billion.</p>\n<p><b>No Mulligan</b></p>\n<p>Previously, banks that were near their regulatory capital minimums -- or breaching them -- may have had to tweak their original payout requests to allay regulators’ concerns. The process is simplified this year and designed to nix this do-over option, known as the mulligan. Bank boards are now allowed to approve the payout plans once the Fed’s calculations are apparent.</p>\n<p>Bank executives have criticized the process for being onerous and some are pleased the mulligan is gone.</p>\n<p>“Something I’ve argued for years, let’s not play this game of the mulligan,” Morgan Stanley Chief Executive Officer James Gorman said at an event last week. “This is treating you like you’re grownups. You know what you’re doing. You’re running a prudent business, get on with it, run it the way you should.”</p>\n<p><b>Risk Management</b></p>\n<p>Credit Suisse and Deutsche Bank AG are among the foreign lenders reporting results. Fed Vice Chairman for Supervision Randal Quarles became a target for criticism in recent weeks for his earlier campaign to free Credit Suisse, Deutsche Bank and other foreign lenders from the agency’s most intensive big-bank supervision. He’d argued that such banks have diminishing footprints in the U.S. and don’t need the same level of oversight.</p>\n<p>But after they were released from the highest level of Fed supervision, Credit Suisse was mired in the Archegos Capital Management scandal and Deutsche Bank is said to bebracing itselffor a significant Fed enforcement action tied to years of risk-management failings.</p>\n<p>“Credit Suisse is one we are watching,” said Alison Williams, an analyst at Bloomberg Intelligence. “The fact that there was some noise around U.S. regulators being unhappy” with Deutsche Bank could potentially raise some risk for the German lender, Williams said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Leads Banks Set to Return $142 Billion to Shareholders</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\">\nJPMorgan Leads Banks Set to Return $142 Billion to Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-23/jpmorgan-leads-banks-set-to-return-142-billion-to-shareholders?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The biggest U.S. banks, led byJPMorgan Chase & Co.andBank of America Corp., are expected to pay out $142 billion in capital to shareholders after clearing this year’s stress tests.\nOne year after the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-23/jpmorgan-leads-banks-set-to-return-142-billion-to-shareholders?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-23/jpmorgan-leads-banks-set-to-return-142-billion-to-shareholders?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104273824","content_text":"The biggest U.S. banks, led byJPMorgan Chase & Co.andBank of America Corp., are expected to pay out $142 billion in capital to shareholders after clearing this year’s stress tests.\nOne year after the Federal Reserve capped stock buybacks and dividends, the central bank is poised to liftremainingCovid-19 restrictions for lenders that perform well on this year’s exams when results are announced Thursday.\nAll six of the biggest U.S. banks -- a group that also includes Citigroup Inc., Wells Fargo & Co., Morgan Stanley and Goldman Sachs Group Inc. -- are expected to pass, paving the way for them to double total shareholder payouts in the next four quarters, according to data compiled by Bloomberg based on estimates provided by analysts at Barclays Plc.\nCreated in the wake of the last financial crisis, the stress tests were designed to assess whether banks have enough capital to withstand economic turmoil. Though they’re normally administered annually, the Fed required additional exams during the pandemic.\nNow, with most banks sitting on mountains of excess cash, the exercise is primarily an indicator of how much of that money can be doled out to investors.\n“It truly is just a math exercise now,” said Jason Goldberg, an analyst at Barclays. “Given the fact that these banks did really well in the December Covid stress test and generally have more capital today than they did then, they should screen well.”\nHere’s what investors are watching for when the Fed announces stress-test results:\nNew Schedule\nThe day of the results used to be a frantic affair and banks that survived the exams would quickly announce their plans for distributing capital to investors. But now those plans don’t need the Fed’s sign-off because each bank knows its exact capital minimum. A lender can do whatever it likes with its excess cash.\nAfter the results are revealed, the Fed will specify the soonest that banks can announce their latest buyback and dividend intentions. It probably won’t be until next week when firms reveal their plans, though, and banks can choose to do so at a later date as well.\nNew Rules\nThe Fed tested 23 banks in total this time around, a list that includes domestic firms and U.S. subsidiaries of foreign lenders. Banks that pass the annual exam remain subject to a constant requirement that they stay above their capital target for the rest of the year. If a lender falls below at any point, the Fed can initiate enforcement actions before waiting for the next stress test.\nThe stress capital buffer was technically implemented last year; however, because banks were subject to the pandemic-era limitations on shareholder returns, 2021 will be the first year the new system is in full effect.\nBigger Payouts\nSome banks have already started sketching out how much cash they plan to return to shareholders as part of the 2021 Comprehensive Capital Analysis and Review -- or CCAR -- cycle, which includes the next four quarters.\nBank of America has said it hopes to raise its dividend and announced plans to repurchase as much as $25 billion of its common stock while JPMorgan’s board has approved $30 billion in stock buybacks over an “indefinite time frame.”\n“Reality is, the banking industry was tested by the pandemic,” Susan Roth Katzke, an analyst at Credit Suisse Group AG, said in a note to clients. “Near term, we expect macro recovery to remain an overwhelming positive, benefiting most, if not all banks.”\nIn all, the six biggest U.S. banks are expected to triple their buybacks alone in the coming months to $107 billion.\nNo Mulligan\nPreviously, banks that were near their regulatory capital minimums -- or breaching them -- may have had to tweak their original payout requests to allay regulators’ concerns. The process is simplified this year and designed to nix this do-over option, known as the mulligan. Bank boards are now allowed to approve the payout plans once the Fed’s calculations are apparent.\nBank executives have criticized the process for being onerous and some are pleased the mulligan is gone.\n“Something I’ve argued for years, let’s not play this game of the mulligan,” Morgan Stanley Chief Executive Officer James Gorman said at an event last week. “This is treating you like you’re grownups. You know what you’re doing. You’re running a prudent business, get on with it, run it the way you should.”\nRisk Management\nCredit Suisse and Deutsche Bank AG are among the foreign lenders reporting results. Fed Vice Chairman for Supervision Randal Quarles became a target for criticism in recent weeks for his earlier campaign to free Credit Suisse, Deutsche Bank and other foreign lenders from the agency’s most intensive big-bank supervision. He’d argued that such banks have diminishing footprints in the U.S. and don’t need the same level of oversight.\nBut after they were released from the highest level of Fed supervision, Credit Suisse was mired in the Archegos Capital Management scandal and Deutsche Bank is said to bebracing itselffor a significant Fed enforcement action tied to years of risk-management failings.\n“Credit Suisse is one we are watching,” said Alison Williams, an analyst at Bloomberg Intelligence. “The fact that there was some noise around U.S. regulators being unhappy” with Deutsche Bank could potentially raise some risk for the German lender, Williams said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129576139,"gmtCreate":1624379185421,"gmtModify":1703835091848,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/129576139","repostId":"2145052069","repostType":4,"repost":{"id":"2145052069","pubTimestamp":1624371300,"share":"https://ttm.financial/m/news/2145052069?lang=&edition=fundamental","pubTime":"2021-06-22 22:15","market":"us","language":"en","title":"AMC Retail Investors Want to Hold, Management Wants to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2145052069","media":"Motley Fool","summary":"There are 4.1 million individual shareholders of AMC stock who each hold an average of 120 shares.","content":"<blockquote>\n <b>There are 4.1 million individual shareholders of AMC stock who each hold an average of 120 shares.</b>\n</blockquote>\n<p><b>AMC</b> (NYSE:AMC) shareholders face an epic annual meeting that will have them vote on authorizing additional shares of AMC stock for sale. The company is in a tug of war between retail investors buying AMC stock and Wall Street hedge funds selling shares short. Importantly, when a person or institution sells shares short, they are counting on the stock price to drop in order to make a profit.</p>\n<p>However, that plan can be thwarted by an equal or stronger force on the other side of the trade, betting that the stock price will go up instead. In the middle of this battle is management, which is trying to capitalize on the fact that AMC's stock price is up over 2,500% year to date.</p>\n<p><img src=\"https://static.tigerbbs.com/6a2c5a3603c77805073f18753ad9d598\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Voting will take place between June 16 and July 28</h3>\n<p>In connection with the annual meeting of shareholders scheduled for July 29, shareholders whose shares have settled as of June 2 will be asked to vote on several proposals brought forth by AMC management. The most important of these will be the authorization of an additional 25 million shares of AMC stock to be sold no earlier than 2022.</p>\n<p>There are already 501.78 million shares of AMC stock authorized, and management has exercised the authority to sell nearly all of those shares in a bid to shore up the balance sheet. Most recently, it sold 11.55 million shares of AMC stock at an average price of $50.85, raising $587.4 million.</p>\n<p>If management is given the authorization and can sell those 25 million shares of AMC stock at the average price of $60.73 (today's closing price), that would raise $1.5 billion in cash. The money, combined with the $1.2 billion it raised in the last few months, will go a long way toward fortifying AMC's balance sheet.</p>\n<p>The company can use it to pay back some of its $5.4 billion in debt and reduce its interest expense. Or it could hold onto it defensively to protect itself against further disruption caused by the coronavirus pandemic.</p>\n<p><img src=\"https://static.tigerbbs.com/28eb9de3cdf3c24cb8c6d43abbd21d2b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>AMC stock is up over 2,500%. Image source: Getty Images.</p>\n<h3>Tough choice</h3>\n<p>Retail investors who are hoping to pull off a short squeeze have a tough choice in front of them. On the <a href=\"https://laohu8.com/S/AONE\">one</a> hand, voting in favor of authorizing management to sell additional AMC stock could secure its balance sheet and help it make it through the pandemic. On the other hand, increasing share count will make it harder to pull off a short squeeze because more AMC stock is in circulation.</p>\n<p>Management can be commended on playing its cards well. The surge in AMC's stock price is giving it a lifeline. It's easy to forget that the company was in danger of running out of cash during the depths of the pandemic. Now, with states easing business restrictions, folks returning to movie theaters, and bolstered by an additional $1.2 billion on its balance sheet, that danger has retreated.</p>\n<p>However the vote turns out, it will be interesting to follow as 4.1 million shareholders decide on the outcome. Stay tuned.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Retail Investors Want to Hold, Management Wants to Sell</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\">\nAMC Retail Investors Want to Hold, Management Wants to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/22/amc-retail-investors-want-to-hold-management-wants/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are 4.1 million individual shareholders of AMC stock who each hold an average of 120 shares.\n\nAMC (NYSE:AMC) shareholders face an epic annual meeting that will have them vote on authorizing ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/amc-retail-investors-want-to-hold-management-wants/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISBC":"投资者银行","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/06/22/amc-retail-investors-want-to-hold-management-wants/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145052069","content_text":"There are 4.1 million individual shareholders of AMC stock who each hold an average of 120 shares.\n\nAMC (NYSE:AMC) shareholders face an epic annual meeting that will have them vote on authorizing additional shares of AMC stock for sale. The company is in a tug of war between retail investors buying AMC stock and Wall Street hedge funds selling shares short. Importantly, when a person or institution sells shares short, they are counting on the stock price to drop in order to make a profit.\nHowever, that plan can be thwarted by an equal or stronger force on the other side of the trade, betting that the stock price will go up instead. In the middle of this battle is management, which is trying to capitalize on the fact that AMC's stock price is up over 2,500% year to date.\n\nImage source: Getty Images.\nVoting will take place between June 16 and July 28\nIn connection with the annual meeting of shareholders scheduled for July 29, shareholders whose shares have settled as of June 2 will be asked to vote on several proposals brought forth by AMC management. The most important of these will be the authorization of an additional 25 million shares of AMC stock to be sold no earlier than 2022.\nThere are already 501.78 million shares of AMC stock authorized, and management has exercised the authority to sell nearly all of those shares in a bid to shore up the balance sheet. Most recently, it sold 11.55 million shares of AMC stock at an average price of $50.85, raising $587.4 million.\nIf management is given the authorization and can sell those 25 million shares of AMC stock at the average price of $60.73 (today's closing price), that would raise $1.5 billion in cash. The money, combined with the $1.2 billion it raised in the last few months, will go a long way toward fortifying AMC's balance sheet.\nThe company can use it to pay back some of its $5.4 billion in debt and reduce its interest expense. Or it could hold onto it defensively to protect itself against further disruption caused by the coronavirus pandemic.\n\nAMC stock is up over 2,500%. Image source: Getty Images.\nTough choice\nRetail investors who are hoping to pull off a short squeeze have a tough choice in front of them. On the one hand, voting in favor of authorizing management to sell additional AMC stock could secure its balance sheet and help it make it through the pandemic. On the other hand, increasing share count will make it harder to pull off a short squeeze because more AMC stock is in circulation.\nManagement can be commended on playing its cards well. The surge in AMC's stock price is giving it a lifeline. It's easy to forget that the company was in danger of running out of cash during the depths of the pandemic. Now, with states easing business restrictions, folks returning to movie theaters, and bolstered by an additional $1.2 billion on its balance sheet, that danger has retreated.\nHowever the vote turns out, it will be interesting to follow as 4.1 million shareholders decide on the outcome. Stay tuned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120913306,"gmtCreate":1624291619705,"gmtModify":1703832749846,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120913306","repostId":"1132969592","repostType":4,"repost":{"id":"1132969592","pubTimestamp":1624286146,"share":"https://ttm.financial/m/news/1132969592?lang=&edition=fundamental","pubTime":"2021-06-21 22:35","market":"fut","language":"en","title":"Oil could spike above $100 next year, Bank of America says","url":"https://stock-news.laohu8.com/highlight/detail?id=1132969592","media":"CNBC","summary":"Oil could hit $100 per barrel next year as demand outstrips supply, according to Bank of America.\nTh","content":"<div>\n<p>Oil could hit $100 per barrel next year as demand outstrips supply, according to Bank of America.\nThe firm identified three factors on both the demand and supply side that should support prices into ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/oil-could-spike-above-100-next-year-bank-of-america-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil could spike above $100 next year, Bank of America says</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\">\nOil could spike above $100 next year, Bank of America says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/21/oil-could-spike-above-100-next-year-bank-of-america-says.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil could hit $100 per barrel next year as demand outstrips supply, according to Bank of America.\nThe firm identified three factors on both the demand and supply side that should support prices into ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/oil-could-spike-above-100-next-year-bank-of-america-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/21/oil-could-spike-above-100-next-year-bank-of-america-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1132969592","content_text":"Oil could hit $100 per barrel next year as demand outstrips supply, according to Bank of America.\nThe firm identified three factors on both the demand and supply side that should support prices into 2022. Analysts led by Francisco Blanch pointed to pent up travel demand following more than a year of lockdown, and said that consumers forgoing public transit in favor of private cars will also raise demand for fuel.\nFinally, remote work could lead to more miles driven as consumers hit the road without being restricted by in-office work.\nOn the supply side, Bank of America highlighted policy pressure to curb capex to meet goals outlined in the Paris Agreement, as well as calls from ESG-focused investors to shift dollars toward green energy. Judicial pressures to limit emissions are also growing, with aDutch court rulingin May that Shell must reduce carbon emissions by 45% by 2030.\n“In short, demand is poised to bounce back and supply may not fully keep up, placing OPEC in control of the oil market in 2022,” the firm wrote in a note to clients. OPEC and its oil-producing allies implemented historic production cuts of nearly 10 million barrels per day last year as the pandemic sapped worldwide demand for petroleum products.\nWest Texas Intermediate crude futureshave rallied 80% over the last year and traded around $71.30 per barrel on Monday, whileBrent crude futureswere at $73.50. While Bank of America believes the gains are in for this year, the current market conditions could push Brent to $100 in 2022.\nBlanch anticipates oil demand growing by 11.7 million barrels per day year over year during the second quarter. After that, he sees demand rising by 5.6 million barrels per day for the next three quarters, leading to global demand sitting at 101 million barrels per day by the end of 2022.\n“With the oil market likely to remain in deficit due to this rapid sequential demand increase, we expect pressure on inventories to continue. In our projections, the oil market will likely remain in deficit for the foreseeable future, averaging a shortfall of 0.9 million barrels per day over the next six quarters.”\nThe firm now sees Brent and WTI averaging $68 per barrel and $65 per barrel respectively in 2021. In 2022, those numbers go up to $75 and $71. But at that point, the market will likely respond to the higher prices in the form of reduced demand or U.S. supply coming back online, which means Brent should average $65 in 2023, the firm said.\nAmid this backdrop, Bank of America said its top ideas in the oil patch includeExxon,Occidental,Hess CorporationandDevon Energy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164234510,"gmtCreate":1624206251130,"gmtModify":1703830652465,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/164234510","repostId":"1167089681","repostType":4,"repost":{"id":"1167089681","pubTimestamp":1623996062,"share":"https://ttm.financial/m/news/1167089681?lang=&edition=fundamental","pubTime":"2021-06-18 14:01","market":"us","language":"en","title":"The Trade Desk Stock Split: Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167089681","media":"Motley Fool","summary":"The stock is still down about 36% from recent highs.","content":"<p>Shares of data-driven advertising company&nbsp;<b>The Trade Desk</b>&nbsp;(NASDAQ:TTD)&nbsp;jumped sharply on Thursday, following their 10-for-1 split. Today marks the first day that the company's stock is trading on a split basis.</p>\n<p>Stock splits in and of themselves don't do anything to make shares better investments. But The Trade Desk's split -- following massive shareholder value creation since its initial public offering in 2016 -- does highlight management's consistent ability to grow revenue and earnings, something likely to persist in the coming years.</p>\n<p>This 10-for-1 split, therefore, is a good reminder of what an incredible business The Trade Desk is.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50e503a653795bb7465c0aa43050307a\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Business momentum</b></p>\n<p>The&nbsp;tech stock's split follows a period of incredible growth for The Trade Desk, and management says the move reflects its confidence in the company's prospects.</p>\n<p>\"The Trade Desk has consistently delivered strong top line growth and&nbsp;GAAP&nbsp;profitability as a publicly traded company,\" CEO Jeff Green said in a press release about the stock split. \"In that time, we have emerged as the default demand side advertising platform for the open internet, and we continue to invest to build on that leadership position.\"</p>\n<p>Over the past four years, The Trade Desk's revenue has risen more than fourfold and its net income has increased 12-fold.</p>\n<p>Even in 2020 -- when digital advertising took a temporary hit as uncertainties surrounding COVID-19 led some ad buyers to reduce spend or even pause their campaigns -- The Trade Desk saw its revenue increase 26% year over year. And as the year ended, its momentum picked up sharply. \"Those brands spending more than $1 million on our platform in 2020 more than doubled from a year ago,\" The Trade Desk said in its&nbsp;fourth-quarter 2020 earnings call.</p>\n<p>Adjusting for U.S. political ad spend, The Trade Desk's top-line revenue growth accelerated further in the first quarter of 2021 compared to its impressive momentum at the end of last year.</p>\n<p>\"Excluding political spend related to the U.S. elections last year, which represented a mid-single-digit percent share of our business in Q1 of 2020, revenue increased around 42% year over year in Q1 of this year,\" CFO Blake Grayson said in the company's first-quarter earnings release. \"This represents a material acceleration on a sequential basis from Q4 of 2020 after excluding election spend.\"</p>\n<p>Furthermore, Grayson said the company saw broad-based strong growth across every region and channel during the quarter. In fact, ad spend on its platform accelerated in every one of its major geographic regions, management said.</p>\n<p><b>A buying opportunity</b></p>\n<p>Though The Trade Desk's stock split might be drawing attention to the stock on Thursday, the company's fundamentals and recent sell-off are what make it seem like an attractive long-term investment.</p>\n<p>Even though shares are up sharply today, they are still notably far below a split-adjusted all-time high of $97.28. Shares were slammed earlier this year along with many other growth stocks -- and The Trade Desk has been slow to recover, still trading 36% below a 52-week high.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Trade Desk Stock Split: Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Trade Desk Stock Split: Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/17/the-trade-desk-stock-jumps-following-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of data-driven advertising company The Trade Desk (NASDAQ:TTD) jumped sharply on Thursday, following their 10-for-1 split. Today marks the first day that the company's stock is trading on a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/the-trade-desk-stock-jumps-following-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTD":"Trade Desk Inc."},"source_url":"https://www.fool.com/investing/2021/06/17/the-trade-desk-stock-jumps-following-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167089681","content_text":"Shares of data-driven advertising company The Trade Desk (NASDAQ:TTD) jumped sharply on Thursday, following their 10-for-1 split. Today marks the first day that the company's stock is trading on a split basis.\nStock splits in and of themselves don't do anything to make shares better investments. But The Trade Desk's split -- following massive shareholder value creation since its initial public offering in 2016 -- does highlight management's consistent ability to grow revenue and earnings, something likely to persist in the coming years.\nThis 10-for-1 split, therefore, is a good reminder of what an incredible business The Trade Desk is.\nIMAGE SOURCE: GETTY IMAGES.\nBusiness momentum\nThe tech stock's split follows a period of incredible growth for The Trade Desk, and management says the move reflects its confidence in the company's prospects.\n\"The Trade Desk has consistently delivered strong top line growth and GAAP profitability as a publicly traded company,\" CEO Jeff Green said in a press release about the stock split. \"In that time, we have emerged as the default demand side advertising platform for the open internet, and we continue to invest to build on that leadership position.\"\nOver the past four years, The Trade Desk's revenue has risen more than fourfold and its net income has increased 12-fold.\nEven in 2020 -- when digital advertising took a temporary hit as uncertainties surrounding COVID-19 led some ad buyers to reduce spend or even pause their campaigns -- The Trade Desk saw its revenue increase 26% year over year. And as the year ended, its momentum picked up sharply. \"Those brands spending more than $1 million on our platform in 2020 more than doubled from a year ago,\" The Trade Desk said in its fourth-quarter 2020 earnings call.\nAdjusting for U.S. political ad spend, The Trade Desk's top-line revenue growth accelerated further in the first quarter of 2021 compared to its impressive momentum at the end of last year.\n\"Excluding political spend related to the U.S. elections last year, which represented a mid-single-digit percent share of our business in Q1 of 2020, revenue increased around 42% year over year in Q1 of this year,\" CFO Blake Grayson said in the company's first-quarter earnings release. \"This represents a material acceleration on a sequential basis from Q4 of 2020 after excluding election spend.\"\nFurthermore, Grayson said the company saw broad-based strong growth across every region and channel during the quarter. In fact, ad spend on its platform accelerated in every one of its major geographic regions, management said.\nA buying opportunity\nThough The Trade Desk's stock split might be drawing attention to the stock on Thursday, the company's fundamentals and recent sell-off are what make it seem like an attractive long-term investment.\nEven though shares are up sharply today, they are still notably far below a split-adjusted all-time high of $97.28. Shares were slammed earlier this year along with many other growth stocks -- and The Trade Desk has been slow to recover, still trading 36% below a 52-week high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165855272,"gmtCreate":1624118932396,"gmtModify":1703829067597,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>no energy to fly..","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>no energy to fly..","text":"$GameStop(GME)$no energy to 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Inc.(WISH)$</a>13","text":"$ContextLogic Inc.(WISH)$13","images":[{"img":"https://static.tigerbbs.com/074f9534609c3b31e6473f85de38dfb0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162380757","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":168961079,"gmtCreate":1623947066791,"gmtModify":1703824437300,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>Go..go..go","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>Go..go..go","text":"$Facebook(FB)$Go..go..go","images":[{"img":"https://static.tigerbbs.com/adb3fb67907cbc1d1a26cf11eb9aa71e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168961079","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":168075850,"gmtCreate":1623945826670,"gmtModify":1703824359918,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Pain...","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Pain...","text":"$BlackBerry(BB)$Pain...","images":[{"img":"https://static.tigerbbs.com/42a1fd9dc996a1920b6d3c5c75c66a9a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168075850","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163357097,"gmtCreate":1623860403119,"gmtModify":1703821837564,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>350","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>350","text":"$Facebook(FB)$350","images":[{"img":"https://static.tigerbbs.com/dd9c1353cdf89bca72f836b791735f84","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163357097","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160820697,"gmtCreate":1623781864819,"gmtModify":1703819327172,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>Go..Go to the moon..","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>Go..Go to the moon..","text":"$Facebook(FB)$Go..Go to the moon..","images":[{"img":"https://static.tigerbbs.com/65395b25357f8af26e8318bfbfa6958b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160820697","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":187170880,"gmtCreate":1623747937140,"gmtModify":1704210293709,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>250","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>250","text":"$GameStop(GME)$250","images":[{"img":"https://static.tigerbbs.com/0f103c991a7d873caaedad4405569eeb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/187170880","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":115231458,"gmtCreate":1622995913474,"gmtModify":1704194189433,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"amc go go go..","listText":"amc go go go..","text":"amc go go go..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/115231458","repostId":"1128534499","repostType":4,"repost":{"id":"1128534499","pubTimestamp":1622944841,"share":"https://ttm.financial/m/news/1128534499?lang=&edition=fundamental","pubTime":"2021-06-06 10:00","market":"us","language":"en","title":"AMC and Other Meme Stocks Boom Again. What Will Erupt Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1128534499","media":"Barrons","summary":"Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its seco","content":"<p>Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to keep up with the young, idle, and fiscally stimulated capitalists monetizing their ability to quickly spot chat-room microtrends in off-the-radar assets. But if the Reddit and Robinhood set has started recycling old jokes, well, that’s something I know a thing or two about.</p>\n<p>All I have to do now is screen the universe of past meme gainers for ones that now look like bargains. Granted, that can be challenging in asset classes that lack cash flows and defy traditional valuation.</p>\n<p>I’ve done some early theoretical work on a Capital ASS Coin Pricing Model, named of course for&nbsp;Australian Safe Shepherd, the cryptocurrency launched in April, whose canine theme is a nod to Dogecoin, which is itself a parody of Bitcoin, and whose cheeky acronym makes it endlessly memeable.</p>\n<p>Come to think of it, if past meme trades are coming around again, maybe that’s an idea for investors seeking terrible ideas at discounted prices. ASS recently changed hands at a hundred-millionth of a cent, down from over six hundred-millionths of a cent last month. Bottom-fishing, indeed—and inflation hawks will appreciate that future supply is capped by design at 200 sextillion coins.</p>\n<p>Meme-trade sequels can be just as action-packed as the originals, as AMC (ticker: AMC) has proved. The theater chain started this year at $2 a share, and hit $20 during the&nbsp;GameStop(GME) frenzy in late January. Then, it cooled to single digits late last month, before exploding to over $70 at one point this past week. The rise this time, like last, was linked to punch-line posting on Reddit, elevated short interest ripe for squeezing, and high volume in call options.</p>\n<p>AMC has used the run-up to issue obscene amounts of new stock. There are 513 million or so shares out now, up from 104 million a year ago. The company has multiplied about 20 times in value during a pandemic that shuttered its theaters, ballooned its debt, and accelerated Hollywood’s shift toward making movies for streaming rather than big screens.</p>\n<p>True, the proceeds from those stock sales convert trading hype into real-world assets. But if that’s a sustainable investment thesis, it’s time to start bulk-buying and guzzling Schlitz to profit from the five-cent bottle deposits.</p>\n<p>To be clear, the movie theater business, while deeply challenged, is recovering by the day.<i>A Quiet Place Part II</i>took in nearly $60 million over Memorial Day weekend—a success, with or without the pandemic.</p>\n<p>Chad Beynon of Macquarie Research, sees “great value” in two theater names,Cinemark Holdings(CNK) and&nbsp;IMAX(IMAX), but not in AMC. He points out that before the pandemic, in 2019, AMC and Cinemark produced similar earnings before interest, taxes, depreciation, and amortization, or Ebitda, but that AMC recently had 10 times Cinemark’s market value.</p>\n<p>BlackBerry&nbsp;(BB) also had its second blastoff of the year this past week. It, like AMC, fits the theme of traders showing improbable levels of enthusiasm for left-behind stocks the establishment has bet against. But what’s the next forgotten meme trade that fun-seekers will clown-car into?</p>\n<p>Please don’t say Bitcoin. It’s down from a high of $63,000 in April to a recent $37,000, but Tesla chief and crypto thought leader Elon Musk this past week tweeted a pair of relationship breakup memes that made veiled reference to Bitcoin. According to my discounted hashtag flow analysis, that’s the equivalent of a double downgrade on Wall Street.</p>\n<p>Wrong-name stocks have potential, but the blue chip of the group,Zoom Technologies(ZTNO), was asked by regulators to change its ticker from ZOOM after jumping one too many times in sympathy with&nbsp;Zoom Video Communications(ZM).AMC Networks(AMCX), the television concern that’s unrelated to the theater business, is another classic, but it’s too late—it jumped 13% on Friday.</p>\n<p>For now, I have my eye on cannabis crypto, nonfungible emoji tokens, and celebrity SPACs, or special purpose acquisition companies, now that the market has sold off. Basketball’s Shaquille O’Neal is on his second one, and Shaq rhymes with SPAC, which meme-logically speaking, could be a durable competitive advantage.</p>\n<p>Investment bank UBS likes package delivery but not boxes, it seems. In a roundup this past week of its “highest-conviction picks,” the bank predicted that&nbsp;FedEx(FDX) would rise to $383 a share, which would make for a gain of 27% from recent levels, but that&nbsp;International Paper(IP) would slip to $44, for a decline of 32%.</p>\n<p>FedEx trades at 15 times projected earnings for the coming four quarters, and IP, 13 times. Thomas Wadewitz, the FedEx analyst, likes that there is tight supply and elevated demand for parcel delivery, suggesting that profit margins will rise into next year. In particular, supply-chain mayhem has left factories and retailers with too little inventory, and leaving plenty of need for business-to-business shipments.</p>\n<p>Cleve Rueckert, the analyst on IP, estimates that containerboard for boxes is oversupplied to a degree that will drag prices down 5% next year from this year. Input costs, meanwhile, are rising. Containerboard mills that are reopening or under construction could add 7% to supply. Following the pandemic e-commerce spree, demand for containerboard will rise only 1% to 1.5% a year through 2024, Rueckert reckons.</p>\n<p>IP relies on containerboard for 80% of Ebitda. China is halting imports of America’s old boxes, which could depress prices for recycled packaging that competes with containerboard.</p>\n<p>Whether recycled memes can outperform repurposed boxes remains to be seen.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC and Other Meme Stocks Boom Again. What Will Erupt Next?</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\">\nAMC and Other Meme Stocks Boom Again. What Will Erupt Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-06 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","BB":"黑莓"},"source_url":"https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128534499","content_text":"Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to keep up with the young, idle, and fiscally stimulated capitalists monetizing their ability to quickly spot chat-room microtrends in off-the-radar assets. But if the Reddit and Robinhood set has started recycling old jokes, well, that’s something I know a thing or two about.\nAll I have to do now is screen the universe of past meme gainers for ones that now look like bargains. Granted, that can be challenging in asset classes that lack cash flows and defy traditional valuation.\nI’ve done some early theoretical work on a Capital ASS Coin Pricing Model, named of course for Australian Safe Shepherd, the cryptocurrency launched in April, whose canine theme is a nod to Dogecoin, which is itself a parody of Bitcoin, and whose cheeky acronym makes it endlessly memeable.\nCome to think of it, if past meme trades are coming around again, maybe that’s an idea for investors seeking terrible ideas at discounted prices. ASS recently changed hands at a hundred-millionth of a cent, down from over six hundred-millionths of a cent last month. Bottom-fishing, indeed—and inflation hawks will appreciate that future supply is capped by design at 200 sextillion coins.\nMeme-trade sequels can be just as action-packed as the originals, as AMC (ticker: AMC) has proved. The theater chain started this year at $2 a share, and hit $20 during the GameStop(GME) frenzy in late January. Then, it cooled to single digits late last month, before exploding to over $70 at one point this past week. The rise this time, like last, was linked to punch-line posting on Reddit, elevated short interest ripe for squeezing, and high volume in call options.\nAMC has used the run-up to issue obscene amounts of new stock. There are 513 million or so shares out now, up from 104 million a year ago. The company has multiplied about 20 times in value during a pandemic that shuttered its theaters, ballooned its debt, and accelerated Hollywood’s shift toward making movies for streaming rather than big screens.\nTrue, the proceeds from those stock sales convert trading hype into real-world assets. But if that’s a sustainable investment thesis, it’s time to start bulk-buying and guzzling Schlitz to profit from the five-cent bottle deposits.\nTo be clear, the movie theater business, while deeply challenged, is recovering by the day.A Quiet Place Part IItook in nearly $60 million over Memorial Day weekend—a success, with or without the pandemic.\nChad Beynon of Macquarie Research, sees “great value” in two theater names,Cinemark Holdings(CNK) and IMAX(IMAX), but not in AMC. He points out that before the pandemic, in 2019, AMC and Cinemark produced similar earnings before interest, taxes, depreciation, and amortization, or Ebitda, but that AMC recently had 10 times Cinemark’s market value.\nBlackBerry (BB) also had its second blastoff of the year this past week. It, like AMC, fits the theme of traders showing improbable levels of enthusiasm for left-behind stocks the establishment has bet against. But what’s the next forgotten meme trade that fun-seekers will clown-car into?\nPlease don’t say Bitcoin. It’s down from a high of $63,000 in April to a recent $37,000, but Tesla chief and crypto thought leader Elon Musk this past week tweeted a pair of relationship breakup memes that made veiled reference to Bitcoin. According to my discounted hashtag flow analysis, that’s the equivalent of a double downgrade on Wall Street.\nWrong-name stocks have potential, but the blue chip of the group,Zoom Technologies(ZTNO), was asked by regulators to change its ticker from ZOOM after jumping one too many times in sympathy with Zoom Video Communications(ZM).AMC Networks(AMCX), the television concern that’s unrelated to the theater business, is another classic, but it’s too late—it jumped 13% on Friday.\nFor now, I have my eye on cannabis crypto, nonfungible emoji tokens, and celebrity SPACs, or special purpose acquisition companies, now that the market has sold off. Basketball’s Shaquille O’Neal is on his second one, and Shaq rhymes with SPAC, which meme-logically speaking, could be a durable competitive advantage.\nInvestment bank UBS likes package delivery but not boxes, it seems. In a roundup this past week of its “highest-conviction picks,” the bank predicted that FedEx(FDX) would rise to $383 a share, which would make for a gain of 27% from recent levels, but that International Paper(IP) would slip to $44, for a decline of 32%.\nFedEx trades at 15 times projected earnings for the coming four quarters, and IP, 13 times. Thomas Wadewitz, the FedEx analyst, likes that there is tight supply and elevated demand for parcel delivery, suggesting that profit margins will rise into next year. In particular, supply-chain mayhem has left factories and retailers with too little inventory, and leaving plenty of need for business-to-business shipments.\nCleve Rueckert, the analyst on IP, estimates that containerboard for boxes is oversupplied to a degree that will drag prices down 5% next year from this year. Input costs, meanwhile, are rising. Containerboard mills that are reopening or under construction could add 7% to supply. Following the pandemic e-commerce spree, demand for containerboard will rise only 1% to 1.5% a year through 2024, Rueckert reckons.\nIP relies on containerboard for 80% of Ebitda. China is halting imports of America’s old boxes, which could depress prices for recycled packaging that competes with containerboard.\nWhether recycled memes can outperform repurposed boxes remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118096341,"gmtCreate":1622706365083,"gmtModify":1704189301426,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>0.22","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>0.22","text":"$SEMBCORP MARINE LTD(S51.SI)$0.22","images":[{"img":"https://static.tigerbbs.com/7ba8ffac8d04fce542b05666593f3524","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118096341","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":187170880,"gmtCreate":1623747937140,"gmtModify":1704210293709,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>250","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>250","text":"$GameStop(GME)$250","images":[{"img":"https://static.tigerbbs.com/0f103c991a7d873caaedad4405569eeb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/187170880","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162374525,"gmtCreate":1624037682567,"gmtModify":1703827433404,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>fly...","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>fly...","text":"$GameStop(GME)$fly...","images":[{"img":"https://static.tigerbbs.com/c2f50db86b5fd1b26343bbae4b913e68","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/162374525","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":165855272,"gmtCreate":1624118932396,"gmtModify":1703829067597,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>no energy to fly..","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>no energy to fly..","text":"$GameStop(GME)$no energy to fly..","images":[{"img":"https://static.tigerbbs.com/9d27ccf2e8ce4ac8156f39416d692a0c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165855272","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162380757,"gmtCreate":1624034528879,"gmtModify":1703827355313,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>13","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>13","text":"$ContextLogic Inc.(WISH)$13","images":[{"img":"https://static.tigerbbs.com/074f9534609c3b31e6473f85de38dfb0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162380757","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":115231458,"gmtCreate":1622995913474,"gmtModify":1704194189433,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"amc go go go..","listText":"amc go go go..","text":"amc go go go..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/115231458","repostId":"1128534499","repostType":4,"repost":{"id":"1128534499","pubTimestamp":1622944841,"share":"https://ttm.financial/m/news/1128534499?lang=&edition=fundamental","pubTime":"2021-06-06 10:00","market":"us","language":"en","title":"AMC and Other Meme Stocks Boom Again. What Will Erupt Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1128534499","media":"Barrons","summary":"Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its seco","content":"<p>Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to keep up with the young, idle, and fiscally stimulated capitalists monetizing their ability to quickly spot chat-room microtrends in off-the-radar assets. But if the Reddit and Robinhood set has started recycling old jokes, well, that’s something I know a thing or two about.</p>\n<p>All I have to do now is screen the universe of past meme gainers for ones that now look like bargains. Granted, that can be challenging in asset classes that lack cash flows and defy traditional valuation.</p>\n<p>I’ve done some early theoretical work on a Capital ASS Coin Pricing Model, named of course for&nbsp;Australian Safe Shepherd, the cryptocurrency launched in April, whose canine theme is a nod to Dogecoin, which is itself a parody of Bitcoin, and whose cheeky acronym makes it endlessly memeable.</p>\n<p>Come to think of it, if past meme trades are coming around again, maybe that’s an idea for investors seeking terrible ideas at discounted prices. ASS recently changed hands at a hundred-millionth of a cent, down from over six hundred-millionths of a cent last month. Bottom-fishing, indeed—and inflation hawks will appreciate that future supply is capped by design at 200 sextillion coins.</p>\n<p>Meme-trade sequels can be just as action-packed as the originals, as AMC (ticker: AMC) has proved. The theater chain started this year at $2 a share, and hit $20 during the&nbsp;GameStop(GME) frenzy in late January. Then, it cooled to single digits late last month, before exploding to over $70 at one point this past week. The rise this time, like last, was linked to punch-line posting on Reddit, elevated short interest ripe for squeezing, and high volume in call options.</p>\n<p>AMC has used the run-up to issue obscene amounts of new stock. There are 513 million or so shares out now, up from 104 million a year ago. The company has multiplied about 20 times in value during a pandemic that shuttered its theaters, ballooned its debt, and accelerated Hollywood’s shift toward making movies for streaming rather than big screens.</p>\n<p>True, the proceeds from those stock sales convert trading hype into real-world assets. But if that’s a sustainable investment thesis, it’s time to start bulk-buying and guzzling Schlitz to profit from the five-cent bottle deposits.</p>\n<p>To be clear, the movie theater business, while deeply challenged, is recovering by the day.<i>A Quiet Place Part II</i>took in nearly $60 million over Memorial Day weekend—a success, with or without the pandemic.</p>\n<p>Chad Beynon of Macquarie Research, sees “great value” in two theater names,Cinemark Holdings(CNK) and&nbsp;IMAX(IMAX), but not in AMC. He points out that before the pandemic, in 2019, AMC and Cinemark produced similar earnings before interest, taxes, depreciation, and amortization, or Ebitda, but that AMC recently had 10 times Cinemark’s market value.</p>\n<p>BlackBerry&nbsp;(BB) also had its second blastoff of the year this past week. It, like AMC, fits the theme of traders showing improbable levels of enthusiasm for left-behind stocks the establishment has bet against. But what’s the next forgotten meme trade that fun-seekers will clown-car into?</p>\n<p>Please don’t say Bitcoin. It’s down from a high of $63,000 in April to a recent $37,000, but Tesla chief and crypto thought leader Elon Musk this past week tweeted a pair of relationship breakup memes that made veiled reference to Bitcoin. According to my discounted hashtag flow analysis, that’s the equivalent of a double downgrade on Wall Street.</p>\n<p>Wrong-name stocks have potential, but the blue chip of the group,Zoom Technologies(ZTNO), was asked by regulators to change its ticker from ZOOM after jumping one too many times in sympathy with&nbsp;Zoom Video Communications(ZM).AMC Networks(AMCX), the television concern that’s unrelated to the theater business, is another classic, but it’s too late—it jumped 13% on Friday.</p>\n<p>For now, I have my eye on cannabis crypto, nonfungible emoji tokens, and celebrity SPACs, or special purpose acquisition companies, now that the market has sold off. Basketball’s Shaquille O’Neal is on his second one, and Shaq rhymes with SPAC, which meme-logically speaking, could be a durable competitive advantage.</p>\n<p>Investment bank UBS likes package delivery but not boxes, it seems. In a roundup this past week of its “highest-conviction picks,” the bank predicted that&nbsp;FedEx(FDX) would rise to $383 a share, which would make for a gain of 27% from recent levels, but that&nbsp;International Paper(IP) would slip to $44, for a decline of 32%.</p>\n<p>FedEx trades at 15 times projected earnings for the coming four quarters, and IP, 13 times. Thomas Wadewitz, the FedEx analyst, likes that there is tight supply and elevated demand for parcel delivery, suggesting that profit margins will rise into next year. In particular, supply-chain mayhem has left factories and retailers with too little inventory, and leaving plenty of need for business-to-business shipments.</p>\n<p>Cleve Rueckert, the analyst on IP, estimates that containerboard for boxes is oversupplied to a degree that will drag prices down 5% next year from this year. Input costs, meanwhile, are rising. Containerboard mills that are reopening or under construction could add 7% to supply. Following the pandemic e-commerce spree, demand for containerboard will rise only 1% to 1.5% a year through 2024, Rueckert reckons.</p>\n<p>IP relies on containerboard for 80% of Ebitda. China is halting imports of America’s old boxes, which could depress prices for recycled packaging that competes with containerboard.</p>\n<p>Whether recycled memes can outperform repurposed boxes remains to be seen.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC and Other Meme Stocks Boom Again. What Will Erupt Next?</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\">\nAMC and Other Meme Stocks Boom Again. What Will Erupt Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-06 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","BB":"黑莓"},"source_url":"https://www.barrons.com/articles/amc-and-other-meme-stocks-boom-again-what-will-erupt-next-51622855430?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128534499","content_text":"Are meme traders running out of fresh ironic picks? AMC Entertainment Holdings just went on its second madcap run-up in less than six months. As a rotary native in a digital world, I can’t hope to keep up with the young, idle, and fiscally stimulated capitalists monetizing their ability to quickly spot chat-room microtrends in off-the-radar assets. But if the Reddit and Robinhood set has started recycling old jokes, well, that’s something I know a thing or two about.\nAll I have to do now is screen the universe of past meme gainers for ones that now look like bargains. Granted, that can be challenging in asset classes that lack cash flows and defy traditional valuation.\nI’ve done some early theoretical work on a Capital ASS Coin Pricing Model, named of course for Australian Safe Shepherd, the cryptocurrency launched in April, whose canine theme is a nod to Dogecoin, which is itself a parody of Bitcoin, and whose cheeky acronym makes it endlessly memeable.\nCome to think of it, if past meme trades are coming around again, maybe that’s an idea for investors seeking terrible ideas at discounted prices. ASS recently changed hands at a hundred-millionth of a cent, down from over six hundred-millionths of a cent last month. Bottom-fishing, indeed—and inflation hawks will appreciate that future supply is capped by design at 200 sextillion coins.\nMeme-trade sequels can be just as action-packed as the originals, as AMC (ticker: AMC) has proved. The theater chain started this year at $2 a share, and hit $20 during the GameStop(GME) frenzy in late January. Then, it cooled to single digits late last month, before exploding to over $70 at one point this past week. The rise this time, like last, was linked to punch-line posting on Reddit, elevated short interest ripe for squeezing, and high volume in call options.\nAMC has used the run-up to issue obscene amounts of new stock. There are 513 million or so shares out now, up from 104 million a year ago. The company has multiplied about 20 times in value during a pandemic that shuttered its theaters, ballooned its debt, and accelerated Hollywood’s shift toward making movies for streaming rather than big screens.\nTrue, the proceeds from those stock sales convert trading hype into real-world assets. But if that’s a sustainable investment thesis, it’s time to start bulk-buying and guzzling Schlitz to profit from the five-cent bottle deposits.\nTo be clear, the movie theater business, while deeply challenged, is recovering by the day.A Quiet Place Part IItook in nearly $60 million over Memorial Day weekend—a success, with or without the pandemic.\nChad Beynon of Macquarie Research, sees “great value” in two theater names,Cinemark Holdings(CNK) and IMAX(IMAX), but not in AMC. He points out that before the pandemic, in 2019, AMC and Cinemark produced similar earnings before interest, taxes, depreciation, and amortization, or Ebitda, but that AMC recently had 10 times Cinemark’s market value.\nBlackBerry (BB) also had its second blastoff of the year this past week. It, like AMC, fits the theme of traders showing improbable levels of enthusiasm for left-behind stocks the establishment has bet against. But what’s the next forgotten meme trade that fun-seekers will clown-car into?\nPlease don’t say Bitcoin. It’s down from a high of $63,000 in April to a recent $37,000, but Tesla chief and crypto thought leader Elon Musk this past week tweeted a pair of relationship breakup memes that made veiled reference to Bitcoin. According to my discounted hashtag flow analysis, that’s the equivalent of a double downgrade on Wall Street.\nWrong-name stocks have potential, but the blue chip of the group,Zoom Technologies(ZTNO), was asked by regulators to change its ticker from ZOOM after jumping one too many times in sympathy with Zoom Video Communications(ZM).AMC Networks(AMCX), the television concern that’s unrelated to the theater business, is another classic, but it’s too late—it jumped 13% on Friday.\nFor now, I have my eye on cannabis crypto, nonfungible emoji tokens, and celebrity SPACs, or special purpose acquisition companies, now that the market has sold off. Basketball’s Shaquille O’Neal is on his second one, and Shaq rhymes with SPAC, which meme-logically speaking, could be a durable competitive advantage.\nInvestment bank UBS likes package delivery but not boxes, it seems. In a roundup this past week of its “highest-conviction picks,” the bank predicted that FedEx(FDX) would rise to $383 a share, which would make for a gain of 27% from recent levels, but that International Paper(IP) would slip to $44, for a decline of 32%.\nFedEx trades at 15 times projected earnings for the coming four quarters, and IP, 13 times. Thomas Wadewitz, the FedEx analyst, likes that there is tight supply and elevated demand for parcel delivery, suggesting that profit margins will rise into next year. In particular, supply-chain mayhem has left factories and retailers with too little inventory, and leaving plenty of need for business-to-business shipments.\nCleve Rueckert, the analyst on IP, estimates that containerboard for boxes is oversupplied to a degree that will drag prices down 5% next year from this year. Input costs, meanwhile, are rising. Containerboard mills that are reopening or under construction could add 7% to supply. Following the pandemic e-commerce spree, demand for containerboard will rise only 1% to 1.5% a year through 2024, Rueckert reckons.\nIP relies on containerboard for 80% of Ebitda. China is halting imports of America’s old boxes, which could depress prices for recycled packaging that competes with containerboard.\nWhether recycled memes can outperform repurposed boxes remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160820697,"gmtCreate":1623781864819,"gmtModify":1703819327172,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>Go..Go to the moon..","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>Go..Go to the moon..","text":"$Facebook(FB)$Go..Go to the moon..","images":[{"img":"https://static.tigerbbs.com/65395b25357f8af26e8318bfbfa6958b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160820697","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":118096341,"gmtCreate":1622706365083,"gmtModify":1704189301426,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>0.22","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>0.22","text":"$SEMBCORP MARINE LTD(S51.SI)$0.22","images":[{"img":"https://static.tigerbbs.com/7ba8ffac8d04fce542b05666593f3524","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118096341","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":111767228,"gmtCreate":1622701143764,"gmtModify":1704189221800,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"Good..","listText":"Good..","text":"Good..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111767228","repostId":"1105752559","repostType":4,"repost":{"id":"1105752559","pubTimestamp":1622694904,"share":"https://ttm.financial/m/news/1105752559?lang=&edition=fundamental","pubTime":"2021-06-03 12:35","market":"us","language":"en","title":"Opinion: What’s the smart way to play AMC’s stock? Try these two options strategies","url":"https://stock-news.laohu8.com/highlight/detail?id=1105752559","media":"Market Wacth","summary":"AMC shares are super-volatile amid a short squeeze. Options can be a way to capitalize on the moves,","content":"<p>AMC shares are super-volatile amid a short squeeze. Options can be a way to capitalize on the moves, with a measure of prudence.</p><p><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings shares are once again exploding, having been caught in a short squeeze.</p><p>The stock’s realized and implied volatilities are soaring. AMC at <a href=\"https://laohu8.com/S/AONE\">one</a> point today more than doubled. There are two options strategies, below, to try to capitalize off this uncommon move. (Note that the data in this article are as of the close of trading June 1.)</p><p>The first chart of AMCAMC,+95.22%,below, tracks two years, showing the stock had been in a general decline through most of 2019. In fact, AMC had been falling since making all-time highs in the mid-$30s in 2015 and 2016.</p><p>The stock then slumped further due to the pandemic. Things began to change, however, when it rallied amid a short squeeze in late January 2021. The stock exploded from $2 to $20 in less than a month.</p><p>Now another short squeeze is under way, and the stock has risen from $9 to over $60 in the last month.</p><p><img src=\"https://static.tigerbbs.com/dd994b6947e51ac1dd241aebc098785c\" tg-width=\"620\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p>It is impossible to justify these moves in terms of fundamental or even technical analysis, but there are opportunities presented by the options markets. As might be expected, the options have gotten extremely expensive. The next chart is a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-year, showing the<i>composite</i>implied volatility of AMC options on top and the price of the stock on the bottom. (Composite implied volatility is a weighted volatility of the most active options on AMC.)</p><p><img src=\"https://static.tigerbbs.com/0833b40f70599f8f813f2c0eaa3a7c8b\" tg-width=\"620\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>The composite implied volatility has risen to more than 200%. (Don’t worry about what that means statistically, just use it as a comparative measure — 200% is a<i>lot</i>higher than the “normal” volatility, up to four times that of its pre-pandemic level.)</p><p>So, what option strategies make sense? Simply buying expensive options is justifiable while volatility remains high, believe it or not. The 10-day realized (historical) volatility of AMC is now an astounding 211%. The 20-day historical volatility (HV) is 160%.</p><p>However, those volatilities will drop quickly if the stock starts to stabilize — wherever that may be.&nbsp;But as long as they hold up, at-the-money options are not a lot more expensive than that, in terms of implied volatility. However,<i>out-of-the-money</i>options are much more expensive, and those are generally unattractive purchases — certainly not based on a statistical basis.</p><p>Many traders want to sell the options because they think they are so overpriced. Well, they may be overpriced, but at current volatility levels, the stock can move a great distance and cause ruin for an options-selling strategy.</p><p>One can see from the <a href=\"https://laohu8.com/S/AONE\">one</a>-year chart of AMC that after the last short squeeze, the stock dropped quickly, but never got back to the prices from which the short squeeze was launched. That is typical behavior in a short squeeze.</p><p>Consider the two following charts — of Riot BlockchainRIOT,+2.74%and GameStopGME,+13.34%— both of which have been short squeezes. RIOT was also a short squeeze when it first came public, in late 2017 (not shown on the chart).</p><p><img src=\"https://static.tigerbbs.com/fda30eb7b24e1715b109a7c7f42a2623\" tg-width=\"620\" tg-height=\"465\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e235888f2cd914eacad62e402d2397c7\" tg-width=\"620\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p>In both of those cases, a similar pattern appears: The short squeeze ends, the stock falls, but not all the way back to its “pre-squeeze” price, at least not for a while.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> options strategies could take advantage of this:</p><ol><li><b>A bear put spread.</b>Buy puts with striking prices just below the current elevated stock&nbsp; price<i>and</i>sell puts with a significantly lower strike price. This strategy generally has an advantage in that the implied volatility of the put you are buying is lower than the implied volatility of the put you are selling. You can’t lose more money than the debit you pay for the spread, but you could lose 100% of that debit if the stock continues to rise and the options expire worthless.</li><li><b>Sell put credit spreads with strikes at or near the price of AMC</b><b><i>prior</i></b><b>to the short squeeze.</b>AMC was in the teens before this latest round of short squeeze began. The potential gain here would be the credit initially received, but the margin requirement — which is equal to the risk in the spread — is the difference in the strikes, less the credit received.&nbsp;A derivative of this strategy, for extremely aggressive accounts, would be to sell puts (naked) with strikes in the teens.</li></ol><p>Obviously, there are lot of options combinations that could be considered, but these are two relatively simple spread strategies that will pay off if AMC behaves like other short squeezes: Eventually the stock peaks and begins to fall, but it doesn’t fall far enough to reach its “pre-squeeze” levels.</p>","source":"lsy1604288433698","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>Opinion: What’s the smart way to play AMC’s stock? Try these two options strategies</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\">\nOpinion: What’s the smart way to play AMC’s stock? Try these two options strategies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 12:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/whats-the-smart-way-to-play-amcs-stock-try-these-two-options-strategies-11622657539?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC shares are super-volatile amid a short squeeze. Options can be a way to capitalize on the moves, with a measure of prudence.AMC Entertainment Holdings shares are once again exploding, having been ...</p>\n\n<a href=\"https://www.marketwatch.com/story/whats-the-smart-way-to-play-amcs-stock-try-these-two-options-strategies-11622657539?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.marketwatch.com/story/whats-the-smart-way-to-play-amcs-stock-try-these-two-options-strategies-11622657539?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105752559","content_text":"AMC shares are super-volatile amid a short squeeze. Options can be a way to capitalize on the moves, with a measure of prudence.AMC Entertainment Holdings shares are once again exploding, having been caught in a short squeeze.The stock’s realized and implied volatilities are soaring. AMC at one point today more than doubled. There are two options strategies, below, to try to capitalize off this uncommon move. (Note that the data in this article are as of the close of trading June 1.)The first chart of AMCAMC,+95.22%,below, tracks two years, showing the stock had been in a general decline through most of 2019. In fact, AMC had been falling since making all-time highs in the mid-$30s in 2015 and 2016.The stock then slumped further due to the pandemic. Things began to change, however, when it rallied amid a short squeeze in late January 2021. The stock exploded from $2 to $20 in less than a month.Now another short squeeze is under way, and the stock has risen from $9 to over $60 in the last month.It is impossible to justify these moves in terms of fundamental or even technical analysis, but there are opportunities presented by the options markets. As might be expected, the options have gotten extremely expensive. The next chart is a one-year, showing thecompositeimplied volatility of AMC options on top and the price of the stock on the bottom. (Composite implied volatility is a weighted volatility of the most active options on AMC.)The composite implied volatility has risen to more than 200%. (Don’t worry about what that means statistically, just use it as a comparative measure — 200% is alothigher than the “normal” volatility, up to four times that of its pre-pandemic level.)So, what option strategies make sense? Simply buying expensive options is justifiable while volatility remains high, believe it or not. The 10-day realized (historical) volatility of AMC is now an astounding 211%. The 20-day historical volatility (HV) is 160%.However, those volatilities will drop quickly if the stock starts to stabilize — wherever that may be. But as long as they hold up, at-the-money options are not a lot more expensive than that, in terms of implied volatility. However,out-of-the-moneyoptions are much more expensive, and those are generally unattractive purchases — certainly not based on a statistical basis.Many traders want to sell the options because they think they are so overpriced. Well, they may be overpriced, but at current volatility levels, the stock can move a great distance and cause ruin for an options-selling strategy.One can see from the one-year chart of AMC that after the last short squeeze, the stock dropped quickly, but never got back to the prices from which the short squeeze was launched. That is typical behavior in a short squeeze.Consider the two following charts — of Riot BlockchainRIOT,+2.74%and GameStopGME,+13.34%— both of which have been short squeezes. RIOT was also a short squeeze when it first came public, in late 2017 (not shown on the chart).In both of those cases, a similar pattern appears: The short squeeze ends, the stock falls, but not all the way back to its “pre-squeeze” price, at least not for a while.Two options strategies could take advantage of this:A bear put spread.Buy puts with striking prices just below the current elevated stock  priceandsell puts with a significantly lower strike price. This strategy generally has an advantage in that the implied volatility of the put you are buying is lower than the implied volatility of the put you are selling. You can’t lose more money than the debit you pay for the spread, but you could lose 100% of that debit if the stock continues to rise and the options expire worthless.Sell put credit spreads with strikes at or near the price of AMCpriorto the short squeeze.AMC was in the teens before this latest round of short squeeze began. The potential gain here would be the credit initially received, but the margin requirement — which is equal to the risk in the spread — is the difference in the strikes, less the credit received. A derivative of this strategy, for extremely aggressive accounts, would be to sell puts (naked) with strikes in the teens.Obviously, there are lot of options combinations that could be considered, but these are two relatively simple spread strategies that will pay off if AMC behaves like other short squeezes: Eventually the stock peaks and begins to fall, but it doesn’t fall far enough to reach its “pre-squeeze” levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168075850,"gmtCreate":1623945826670,"gmtModify":1703824359918,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Pain...","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Pain...","text":"$BlackBerry(BB)$Pain...","images":[{"img":"https://static.tigerbbs.com/42a1fd9dc996a1920b6d3c5c75c66a9a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168075850","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":236665896534056,"gmtCreate":1698815298205,"gmtModify":1698815302438,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"play the game and enjoy it...","listText":"play the game and enjoy it...","text":"play the game and enjoy it...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236665896534056","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150685738,"gmtCreate":1624896446024,"gmtModify":1703847498663,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/150685738","repostId":"1182036516","repostType":4,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127904675,"gmtCreate":1624809872797,"gmtModify":1703845442049,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/127904675","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124942967,"gmtCreate":1624723913859,"gmtModify":1703844147347,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/124942967","repostId":"2146107083","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125029966,"gmtCreate":1624637319755,"gmtModify":1703842546138,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/125029966","repostId":"1102277547","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126815353,"gmtCreate":1624550848572,"gmtModify":1703840246202,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/126815353","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","pubTimestamp":1624533829,"share":"https://ttm.financial/m/news/1198422658?lang=&edition=fundamental","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","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>Is Amazon Stock A Better Buy Than Apple Through 2025?</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\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121222690,"gmtCreate":1624466538710,"gmtModify":1703837733645,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/121222690","repostId":"1104273824","repostType":4,"repost":{"id":"1104273824","pubTimestamp":1624459299,"share":"https://ttm.financial/m/news/1104273824?lang=&edition=fundamental","pubTime":"2021-06-23 22:41","market":"us","language":"en","title":"JPMorgan Leads Banks Set to Return $142 Billion to Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=1104273824","media":"Bloomberg","summary":"The biggest U.S. banks, led byJPMorgan Chase & Co.andBank of America Corp., are expected to pay out ","content":"<p>The biggest U.S. banks, led byJPMorgan Chase &amp; Co.andBank of America Corp., are expected to pay out $142 billion in capital to shareholders after clearing this year’s stress tests.</p>\n<p>One year after the Federal Reserve capped stock buybacks and dividends, the central bank is poised to liftremainingCovid-19 restrictions for lenders that perform well on this year’s exams when results are announced Thursday.</p>\n<p>All six of the biggest U.S. banks -- a group that also includes Citigroup Inc., Wells Fargo &amp; Co., Morgan Stanley and Goldman Sachs Group Inc. -- are expected to pass, paving the way for them to double total shareholder payouts in the next four quarters, according to data compiled by Bloomberg based on estimates provided by analysts at Barclays Plc.</p>\n<p><img src=\"https://static.tigerbbs.com/d297887da2002c8ff1a478aeaa499bae\" tg-width=\"580\" tg-height=\"306\">Created in the wake of the last financial crisis, the stress tests were designed to assess whether banks have enough capital to withstand economic turmoil. Though they’re normally administered annually, the Fed required additional exams during the pandemic.</p>\n<p>Now, with most banks sitting on mountains of excess cash, the exercise is primarily an indicator of how much of that money can be doled out to investors.</p>\n<p>“It truly is just a math exercise now,” said Jason Goldberg, an analyst at Barclays. “Given the fact that these banks did really well in the December Covid stress test and generally have more capital today than they did then, they should screen well.”</p>\n<p>Here’s what investors are watching for when the Fed announces stress-test results:</p>\n<p><b>New Schedule</b></p>\n<p>The day of the results used to be a frantic affair and banks that survived the exams would quickly announce their plans for distributing capital to investors. But now those plans don’t need the Fed’s sign-off because each bank knows its exact capital minimum. A lender can do whatever it likes with its excess cash.</p>\n<p>After the results are revealed, the Fed will specify the soonest that banks can announce their latest buyback and dividend intentions. It probably won’t be until next week when firms reveal their plans, though, and banks can choose to do so at a later date as well.</p>\n<p><b>New Rules</b></p>\n<p>The Fed tested 23 banks in total this time around, a list that includes domestic firms and U.S. subsidiaries of foreign lenders. Banks that pass the annual exam remain subject to a constant requirement that they stay above their capital target for the rest of the year. If a lender falls below at any point, the Fed can initiate enforcement actions before waiting for the next stress test.</p>\n<p>The stress capital buffer was technically implemented last year; however, because banks were subject to the pandemic-era limitations on shareholder returns, 2021 will be the first year the new system is in full effect.</p>\n<p><b>Bigger Payouts</b></p>\n<p>Some banks have already started sketching out how much cash they plan to return to shareholders as part of the 2021 Comprehensive Capital Analysis and Review -- or CCAR -- cycle, which includes the next four quarters.</p>\n<p>Bank of America has said it hopes to raise its dividend and announced plans to repurchase as much as $25 billion of its common stock while JPMorgan’s board has approved $30 billion in stock buybacks over an “indefinite time frame.”</p>\n<p><img src=\"https://static.tigerbbs.com/c84893921ec353134451bb3aaa2d0817\" tg-width=\"593\" tg-height=\"352\">“Reality is, the banking industry was tested by the pandemic,” Susan Roth Katzke, an analyst at Credit Suisse Group AG, said in a note to clients. “Near term, we expect macro recovery to remain an overwhelming positive, benefiting most, if not all banks.”</p>\n<p>In all, the six biggest U.S. banks are expected to triple their buybacks alone in the coming months to $107 billion.</p>\n<p><b>No Mulligan</b></p>\n<p>Previously, banks that were near their regulatory capital minimums -- or breaching them -- may have had to tweak their original payout requests to allay regulators’ concerns. The process is simplified this year and designed to nix this do-over option, known as the mulligan. Bank boards are now allowed to approve the payout plans once the Fed’s calculations are apparent.</p>\n<p>Bank executives have criticized the process for being onerous and some are pleased the mulligan is gone.</p>\n<p>“Something I’ve argued for years, let’s not play this game of the mulligan,” Morgan Stanley Chief Executive Officer James Gorman said at an event last week. “This is treating you like you’re grownups. You know what you’re doing. You’re running a prudent business, get on with it, run it the way you should.”</p>\n<p><b>Risk Management</b></p>\n<p>Credit Suisse and Deutsche Bank AG are among the foreign lenders reporting results. Fed Vice Chairman for Supervision Randal Quarles became a target for criticism in recent weeks for his earlier campaign to free Credit Suisse, Deutsche Bank and other foreign lenders from the agency’s most intensive big-bank supervision. He’d argued that such banks have diminishing footprints in the U.S. and don’t need the same level of oversight.</p>\n<p>But after they were released from the highest level of Fed supervision, Credit Suisse was mired in the Archegos Capital Management scandal and Deutsche Bank is said to bebracing itselffor a significant Fed enforcement action tied to years of risk-management failings.</p>\n<p>“Credit Suisse is one we are watching,” said Alison Williams, an analyst at Bloomberg Intelligence. “The fact that there was some noise around U.S. regulators being unhappy” with Deutsche Bank could potentially raise some risk for the German lender, Williams said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Leads Banks Set to Return $142 Billion to Shareholders</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\">\nJPMorgan Leads Banks Set to Return $142 Billion to Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-23/jpmorgan-leads-banks-set-to-return-142-billion-to-shareholders?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The biggest U.S. banks, led byJPMorgan Chase & Co.andBank of America Corp., are expected to pay out $142 billion in capital to shareholders after clearing this year’s stress tests.\nOne year after the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-23/jpmorgan-leads-banks-set-to-return-142-billion-to-shareholders?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-23/jpmorgan-leads-banks-set-to-return-142-billion-to-shareholders?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104273824","content_text":"The biggest U.S. banks, led byJPMorgan Chase & Co.andBank of America Corp., are expected to pay out $142 billion in capital to shareholders after clearing this year’s stress tests.\nOne year after the Federal Reserve capped stock buybacks and dividends, the central bank is poised to liftremainingCovid-19 restrictions for lenders that perform well on this year’s exams when results are announced Thursday.\nAll six of the biggest U.S. banks -- a group that also includes Citigroup Inc., Wells Fargo & Co., Morgan Stanley and Goldman Sachs Group Inc. -- are expected to pass, paving the way for them to double total shareholder payouts in the next four quarters, according to data compiled by Bloomberg based on estimates provided by analysts at Barclays Plc.\nCreated in the wake of the last financial crisis, the stress tests were designed to assess whether banks have enough capital to withstand economic turmoil. Though they’re normally administered annually, the Fed required additional exams during the pandemic.\nNow, with most banks sitting on mountains of excess cash, the exercise is primarily an indicator of how much of that money can be doled out to investors.\n“It truly is just a math exercise now,” said Jason Goldberg, an analyst at Barclays. “Given the fact that these banks did really well in the December Covid stress test and generally have more capital today than they did then, they should screen well.”\nHere’s what investors are watching for when the Fed announces stress-test results:\nNew Schedule\nThe day of the results used to be a frantic affair and banks that survived the exams would quickly announce their plans for distributing capital to investors. But now those plans don’t need the Fed’s sign-off because each bank knows its exact capital minimum. A lender can do whatever it likes with its excess cash.\nAfter the results are revealed, the Fed will specify the soonest that banks can announce their latest buyback and dividend intentions. It probably won’t be until next week when firms reveal their plans, though, and banks can choose to do so at a later date as well.\nNew Rules\nThe Fed tested 23 banks in total this time around, a list that includes domestic firms and U.S. subsidiaries of foreign lenders. Banks that pass the annual exam remain subject to a constant requirement that they stay above their capital target for the rest of the year. If a lender falls below at any point, the Fed can initiate enforcement actions before waiting for the next stress test.\nThe stress capital buffer was technically implemented last year; however, because banks were subject to the pandemic-era limitations on shareholder returns, 2021 will be the first year the new system is in full effect.\nBigger Payouts\nSome banks have already started sketching out how much cash they plan to return to shareholders as part of the 2021 Comprehensive Capital Analysis and Review -- or CCAR -- cycle, which includes the next four quarters.\nBank of America has said it hopes to raise its dividend and announced plans to repurchase as much as $25 billion of its common stock while JPMorgan’s board has approved $30 billion in stock buybacks over an “indefinite time frame.”\n“Reality is, the banking industry was tested by the pandemic,” Susan Roth Katzke, an analyst at Credit Suisse Group AG, said in a note to clients. “Near term, we expect macro recovery to remain an overwhelming positive, benefiting most, if not all banks.”\nIn all, the six biggest U.S. banks are expected to triple their buybacks alone in the coming months to $107 billion.\nNo Mulligan\nPreviously, banks that were near their regulatory capital minimums -- or breaching them -- may have had to tweak their original payout requests to allay regulators’ concerns. The process is simplified this year and designed to nix this do-over option, known as the mulligan. Bank boards are now allowed to approve the payout plans once the Fed’s calculations are apparent.\nBank executives have criticized the process for being onerous and some are pleased the mulligan is gone.\n“Something I’ve argued for years, let’s not play this game of the mulligan,” Morgan Stanley Chief Executive Officer James Gorman said at an event last week. “This is treating you like you’re grownups. You know what you’re doing. You’re running a prudent business, get on with it, run it the way you should.”\nRisk Management\nCredit Suisse and Deutsche Bank AG are among the foreign lenders reporting results. Fed Vice Chairman for Supervision Randal Quarles became a target for criticism in recent weeks for his earlier campaign to free Credit Suisse, Deutsche Bank and other foreign lenders from the agency’s most intensive big-bank supervision. He’d argued that such banks have diminishing footprints in the U.S. and don’t need the same level of oversight.\nBut after they were released from the highest level of Fed supervision, Credit Suisse was mired in the Archegos Capital Management scandal and Deutsche Bank is said to bebracing itselffor a significant Fed enforcement action tied to years of risk-management failings.\n“Credit Suisse is one we are watching,” said Alison Williams, an analyst at Bloomberg Intelligence. “The fact that there was some noise around U.S. regulators being unhappy” with Deutsche Bank could potentially raise some risk for the German lender, Williams said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129576139,"gmtCreate":1624379185421,"gmtModify":1703835091848,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"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/129576139","repostId":"2145052069","repostType":4,"repost":{"id":"2145052069","pubTimestamp":1624371300,"share":"https://ttm.financial/m/news/2145052069?lang=&edition=fundamental","pubTime":"2021-06-22 22:15","market":"us","language":"en","title":"AMC Retail Investors Want to Hold, Management Wants to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2145052069","media":"Motley Fool","summary":"There are 4.1 million individual shareholders of AMC stock who each hold an average of 120 shares.","content":"<blockquote>\n <b>There are 4.1 million individual shareholders of AMC stock who each hold an average of 120 shares.</b>\n</blockquote>\n<p><b>AMC</b> (NYSE:AMC) shareholders face an epic annual meeting that will have them vote on authorizing additional shares of AMC stock for sale. The company is in a tug of war between retail investors buying AMC stock and Wall Street hedge funds selling shares short. Importantly, when a person or institution sells shares short, they are counting on the stock price to drop in order to make a profit.</p>\n<p>However, that plan can be thwarted by an equal or stronger force on the other side of the trade, betting that the stock price will go up instead. In the middle of this battle is management, which is trying to capitalize on the fact that AMC's stock price is up over 2,500% year to date.</p>\n<p><img src=\"https://static.tigerbbs.com/6a2c5a3603c77805073f18753ad9d598\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Voting will take place between June 16 and July 28</h3>\n<p>In connection with the annual meeting of shareholders scheduled for July 29, shareholders whose shares have settled as of June 2 will be asked to vote on several proposals brought forth by AMC management. The most important of these will be the authorization of an additional 25 million shares of AMC stock to be sold no earlier than 2022.</p>\n<p>There are already 501.78 million shares of AMC stock authorized, and management has exercised the authority to sell nearly all of those shares in a bid to shore up the balance sheet. Most recently, it sold 11.55 million shares of AMC stock at an average price of $50.85, raising $587.4 million.</p>\n<p>If management is given the authorization and can sell those 25 million shares of AMC stock at the average price of $60.73 (today's closing price), that would raise $1.5 billion in cash. The money, combined with the $1.2 billion it raised in the last few months, will go a long way toward fortifying AMC's balance sheet.</p>\n<p>The company can use it to pay back some of its $5.4 billion in debt and reduce its interest expense. Or it could hold onto it defensively to protect itself against further disruption caused by the coronavirus pandemic.</p>\n<p><img src=\"https://static.tigerbbs.com/28eb9de3cdf3c24cb8c6d43abbd21d2b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>AMC stock is up over 2,500%. Image source: Getty Images.</p>\n<h3>Tough choice</h3>\n<p>Retail investors who are hoping to pull off a short squeeze have a tough choice in front of them. On the <a href=\"https://laohu8.com/S/AONE\">one</a> hand, voting in favor of authorizing management to sell additional AMC stock could secure its balance sheet and help it make it through the pandemic. On the other hand, increasing share count will make it harder to pull off a short squeeze because more AMC stock is in circulation.</p>\n<p>Management can be commended on playing its cards well. The surge in AMC's stock price is giving it a lifeline. It's easy to forget that the company was in danger of running out of cash during the depths of the pandemic. Now, with states easing business restrictions, folks returning to movie theaters, and bolstered by an additional $1.2 billion on its balance sheet, that danger has retreated.</p>\n<p>However the vote turns out, it will be interesting to follow as 4.1 million shareholders decide on the outcome. Stay tuned.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Retail Investors Want to Hold, Management Wants to Sell</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\">\nAMC Retail Investors Want to Hold, Management Wants to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/22/amc-retail-investors-want-to-hold-management-wants/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are 4.1 million individual shareholders of AMC stock who each hold an average of 120 shares.\n\nAMC (NYSE:AMC) shareholders face an epic annual meeting that will have them vote on authorizing ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/amc-retail-investors-want-to-hold-management-wants/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISBC":"投资者银行","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/06/22/amc-retail-investors-want-to-hold-management-wants/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145052069","content_text":"There are 4.1 million individual shareholders of AMC stock who each hold an average of 120 shares.\n\nAMC (NYSE:AMC) shareholders face an epic annual meeting that will have them vote on authorizing additional shares of AMC stock for sale. The company is in a tug of war between retail investors buying AMC stock and Wall Street hedge funds selling shares short. Importantly, when a person or institution sells shares short, they are counting on the stock price to drop in order to make a profit.\nHowever, that plan can be thwarted by an equal or stronger force on the other side of the trade, betting that the stock price will go up instead. In the middle of this battle is management, which is trying to capitalize on the fact that AMC's stock price is up over 2,500% year to date.\n\nImage source: Getty Images.\nVoting will take place between June 16 and July 28\nIn connection with the annual meeting of shareholders scheduled for July 29, shareholders whose shares have settled as of June 2 will be asked to vote on several proposals brought forth by AMC management. The most important of these will be the authorization of an additional 25 million shares of AMC stock to be sold no earlier than 2022.\nThere are already 501.78 million shares of AMC stock authorized, and management has exercised the authority to sell nearly all of those shares in a bid to shore up the balance sheet. Most recently, it sold 11.55 million shares of AMC stock at an average price of $50.85, raising $587.4 million.\nIf management is given the authorization and can sell those 25 million shares of AMC stock at the average price of $60.73 (today's closing price), that would raise $1.5 billion in cash. The money, combined with the $1.2 billion it raised in the last few months, will go a long way toward fortifying AMC's balance sheet.\nThe company can use it to pay back some of its $5.4 billion in debt and reduce its interest expense. Or it could hold onto it defensively to protect itself against further disruption caused by the coronavirus pandemic.\n\nAMC stock is up over 2,500%. Image source: Getty Images.\nTough choice\nRetail investors who are hoping to pull off a short squeeze have a tough choice in front of them. On the one hand, voting in favor of authorizing management to sell additional AMC stock could secure its balance sheet and help it make it through the pandemic. On the other hand, increasing share count will make it harder to pull off a short squeeze because more AMC stock is in circulation.\nManagement can be commended on playing its cards well. The surge in AMC's stock price is giving it a lifeline. It's easy to forget that the company was in danger of running out of cash during the depths of the pandemic. Now, with states easing business restrictions, folks returning to movie theaters, and bolstered by an additional $1.2 billion on its balance sheet, that danger has retreated.\nHowever the vote turns out, it will be interesting to follow as 4.1 million shareholders decide on the outcome. Stay tuned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120913306,"gmtCreate":1624291619705,"gmtModify":1703832749846,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120913306","repostId":"1132969592","repostType":4,"repost":{"id":"1132969592","pubTimestamp":1624286146,"share":"https://ttm.financial/m/news/1132969592?lang=&edition=fundamental","pubTime":"2021-06-21 22:35","market":"fut","language":"en","title":"Oil could spike above $100 next year, Bank of America says","url":"https://stock-news.laohu8.com/highlight/detail?id=1132969592","media":"CNBC","summary":"Oil could hit $100 per barrel next year as demand outstrips supply, according to Bank of America.\nTh","content":"<div>\n<p>Oil could hit $100 per barrel next year as demand outstrips supply, according to Bank of America.\nThe firm identified three factors on both the demand and supply side that should support prices into ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/oil-could-spike-above-100-next-year-bank-of-america-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil could spike above $100 next year, Bank of America says</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\">\nOil could spike above $100 next year, Bank of America says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/21/oil-could-spike-above-100-next-year-bank-of-america-says.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil could hit $100 per barrel next year as demand outstrips supply, according to Bank of America.\nThe firm identified three factors on both the demand and supply side that should support prices into ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/oil-could-spike-above-100-next-year-bank-of-america-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/21/oil-could-spike-above-100-next-year-bank-of-america-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1132969592","content_text":"Oil could hit $100 per barrel next year as demand outstrips supply, according to Bank of America.\nThe firm identified three factors on both the demand and supply side that should support prices into 2022. Analysts led by Francisco Blanch pointed to pent up travel demand following more than a year of lockdown, and said that consumers forgoing public transit in favor of private cars will also raise demand for fuel.\nFinally, remote work could lead to more miles driven as consumers hit the road without being restricted by in-office work.\nOn the supply side, Bank of America highlighted policy pressure to curb capex to meet goals outlined in the Paris Agreement, as well as calls from ESG-focused investors to shift dollars toward green energy. Judicial pressures to limit emissions are also growing, with aDutch court rulingin May that Shell must reduce carbon emissions by 45% by 2030.\n“In short, demand is poised to bounce back and supply may not fully keep up, placing OPEC in control of the oil market in 2022,” the firm wrote in a note to clients. OPEC and its oil-producing allies implemented historic production cuts of nearly 10 million barrels per day last year as the pandemic sapped worldwide demand for petroleum products.\nWest Texas Intermediate crude futureshave rallied 80% over the last year and traded around $71.30 per barrel on Monday, whileBrent crude futureswere at $73.50. While Bank of America believes the gains are in for this year, the current market conditions could push Brent to $100 in 2022.\nBlanch anticipates oil demand growing by 11.7 million barrels per day year over year during the second quarter. After that, he sees demand rising by 5.6 million barrels per day for the next three quarters, leading to global demand sitting at 101 million barrels per day by the end of 2022.\n“With the oil market likely to remain in deficit due to this rapid sequential demand increase, we expect pressure on inventories to continue. In our projections, the oil market will likely remain in deficit for the foreseeable future, averaging a shortfall of 0.9 million barrels per day over the next six quarters.”\nThe firm now sees Brent and WTI averaging $68 per barrel and $65 per barrel respectively in 2021. In 2022, those numbers go up to $75 and $71. But at that point, the market will likely respond to the higher prices in the form of reduced demand or U.S. supply coming back online, which means Brent should average $65 in 2023, the firm said.\nAmid this backdrop, Bank of America said its top ideas in the oil patch includeExxon,Occidental,Hess CorporationandDevon Energy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164234510,"gmtCreate":1624206251130,"gmtModify":1703830652465,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164234510","repostId":"1167089681","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168961079,"gmtCreate":1623947066791,"gmtModify":1703824437300,"author":{"id":"3585366388423655","authorId":"3585366388423655","authorIdStr":"3585366388423655","name":"Beng888","avatar":"https://static.tigerbbs.com/68cd7ee185f758e412003e0b2bca0fff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585366388423655"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>Go..go..go","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>Go..go..go","text":"$Facebook(FB)$Go..go..go","images":[{"img":"https://static.tigerbbs.com/adb3fb67907cbc1d1a26cf11eb9aa71e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168961079","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}