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Theship
2021-08-29
like
Got $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again
Theship
2021-08-19
please like me tks
@扯个犊子:這裏是扯個犢子,十分期待您的關注,我將竭誠爲您提供優質且正經的扯犢子服務。扯犢子的範圍包括:1. 對公司內在價值的客觀分析與個人見解;2. 對於投資的思考感悟;3. (視情況而定)其他類型的扯犢子。不包括:1. 誘導購買任何股票或其他投資產品;2. 其他可能有損於您利益的任何活動。保持每週1-2更,每篇保證不短不長,有趣有料!
Theship
2021-08-13
good?
Theship
2021-08-07
when will going up n up?
滴滴出行:“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻不实
Theship
2021-08-04
just hold
3 Ways for AMC Stock to Move Higher Again
Theship
2021-08-03
too bad let go liao
Sorry, the original content has been removed
Theship
2021-07-31
yes
Nvidia Stock In 10 Years: What You Should Consider
Theship
2021-07-30
really?
2 Reasons to Sell AMC Stock
Theship
2021-07-25
fly to the sun?
Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks
Theship
2021-07-24
up up up
The Damaging AMC Entertainment Data Point No One Is Paying Attention To
Theship
2021-07-23
shld buy now?
Sorry, the original content has been removed
Theship
2021-07-22
$DiDi Global Inc.(DIDI)$
up up n like me thk
Theship
2021-07-22
up up
Sorry, the original content has been removed
Theship
2021-07-22
will still up?
Sorry, the original content has been removed
Theship
2021-07-21
good
AMC to reopen two of the top-grossing movie theaters in Los Angeles
Theship
2021-07-19
good
Sorry, the original content has been removed
Theship
2021-07-18
$DiDi Global Inc.(DIDI)$
will it up
Theship
2021-07-18
onla
Apple Stock: Next Stop, $175?
Theship
2021-07-18
y nvr up
Pfizer is making the case for COVID-19 booster shots. Fauci say we don't need a third dose yet. Who's right?
Theship
2021-07-18
up up up
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Go to Tiger App to see more news
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Buy This Hot Stock That Jumped 10X and Could Do It Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2162024053","media":"Motley Fool","summary":"A stronger pace of growth in the future, thanks to solid demand, could send this tech stock's price much higher.","content":"<p><b>Applied Materials</b> (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the back of terrific growth in revenue and earnings. What's more, Applied's guidance turned out to be strong as well, fueled by the massive growth in semiconductor investments across the globe as chipmakers are scrambling to meet huge end-market demand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<p>It's worth noting that Applied Materials stock is now trading at a cheaper valuation than it was before the quarterly report came out, thanks to the terrific earnings growth. Its price-to-earnings (P/E) ratio is just 23, while the forward earnings multiple of 17 indicates that more bottom-line growth is in the cards. These multiples are lower than the <b>S&P 500 Index</b>'s trailing P/E of 31 and forward P/E of 22.</p>\n<p>That means there's a golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation, and they shouldn't miss out. Let's look at some reasons.</p>\n<h2>Applied Materials is now growing at a blistering pace</h2>\n<p>A $1,000 investment in Applied Materials stock a decade ago would be worth almost $12,000 now:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81e0104d17e81fcbfbe06af299b88f05\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>AMAT data by YCharts.</span></p>\n<p>However, as the chart above shows, the company's top and bottom lines haven't exactly grown at a blistering pace over the past 10 years. Its revenue just about doubled, while earnings growth hasn't been eye-popping either, considering the pace at which the broader market's bottom line has increased. Also, as the chart indicates, most of Applied Materials' gains arrived in the past year and a half, after it became evident that the company's offerings would remain in hot demand amid a global semiconductor shortage that has disrupted several industries.</p>\n<p>Not surprisingly, Applied Materials' revenue and earnings have been growing at a much faster pace when compared to its average annual growth in the past 10 years. The company delivered record quarterly revenue of $6.2 billion in Q3, up 41% year over year. It also clocked a record (adjusted) operating margin of 32.7%, a jump of 6.3 percentage points over the prior year.</p>\n<p>The terrific sales and margin growth led to record adjusted earnings of $1.90 per share, up 79% from the year-ago quarter. The results crushed the expectations of analysts who'd been looking for $1.77 per share in earnings on $5.94 billion in revenue.</p>\n<p>Applied Materials' guidance was the icing on the cake. The company expects, at the midpoint of its guidance range, to earn $1.94 per share this quarter on revenue of $6.33 billion. Wall Street had set the bar lower; analysts were expecting just $1.81 in earnings per share on $6.04 billion in revenue. The midpoint of the guidance indicates that Applied is anticipating 35% year-over-year revenue growth this quarter, while non-GAAP (adjusted) earnings could increase 55%.</p>\n<p>The impressive guidance is a clue that Applied Materials has switched into a higher gear, and it's unlikely to step off the gas given the massive end-market opportunity at hand. In fact, it wouldn't be surprising to see its growth over the next decade significantly outpacing the rate at which it's grown in the past 10 years, helping the stock to fly higher once again.</p>\n<h2>Sustainable growth drivers can help the stock soar</h2>\n<p>Applied Materials supplies chip fabrication equipment, services, and software to semiconductor manufacturers. Its largest source of revenue is the semiconductor systems business, through which Applied develops, manufactures, and sells semiconductor fabrication equipment. This segment produced nearly 72% of the company's total revenue last quarter and recorded 53% year-over-year growth.</p>\n<p>Within the semiconductor systems business, the foundry/logic vertical occupied the largest share with 63% of total revenue, up from 55% in the year-ago quarter. The foundry business is built for long-term growth, as chipmakers across the globe are ramping up capacity. For instance, global semiconductor capital spending stood at an estimated $29.4 billion in 2010, according to <b>Gartner</b>. Last year, that number had ballooned to $106.9 billion.</p>\n<p>Gartner estimates that global semiconductor spending will rise to $141.9 billion this year. Spending on semiconductor equipment can keep moving higher in the coming years on the back of a huge jump in chip demand.</p>\n<p>Applied Materials points out that the semiconductor industry took 40 years to achieve its first $200 billion in revenue; from 2000 to 2017, the industry added the next $200 billion. An additional $200 billion of revenue is expected by 2024, over a shorter span of just seven years. What's more, the semiconductor industry's revenue is anticipated to increase a whopping $400 billion from 2025 to 2030, hitting $1 trillion at the end of the forecast period.</p>\n<p>Chipmakers will need to buy new equipment or upgrade their existing setups to cater to this massive increase in semiconductor demand, which will be driven by several verticals including automotive, networking, and industrial. Discussing \"PPACt\" (chip power efficiency, performance, area, cost, and time to market), Applied Materials CEO Gary Dickerson said on the Q3 earnings call that the company is on track to take advantage of these tailwinds and outperform the broader market:</p>\n<blockquote>\n As we look ahead, we are confident that the strength of longer-term secular trends will drive semiconductor and wafer fab equipment markets structurally higher. And we believe Applied is in the best position to accelerate our customers' PPACt roadmaps, and grow significantly faster than our markets.\n</blockquote>\n<p>All of this indicates that Applied Materials is in a solid position to deliver more upside. Analysts expect the company's earnings to clock a compound annual growth rate (CAGR) of nearly 25% for the next five years. At its current valuation, buying this tech stock is a no-brainer.</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>Got $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again</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\">\nGot $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:30 GMT+8 <a href=https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applied Materials (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料"},"source_url":"https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162024053","content_text":"Applied Materials (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the back of terrific growth in revenue and earnings. What's more, Applied's guidance turned out to be strong as well, fueled by the massive growth in semiconductor investments across the globe as chipmakers are scrambling to meet huge end-market demand.\nImage source: Getty Images.\nIt's worth noting that Applied Materials stock is now trading at a cheaper valuation than it was before the quarterly report came out, thanks to the terrific earnings growth. Its price-to-earnings (P/E) ratio is just 23, while the forward earnings multiple of 17 indicates that more bottom-line growth is in the cards. These multiples are lower than the S&P 500 Index's trailing P/E of 31 and forward P/E of 22.\nThat means there's a golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation, and they shouldn't miss out. Let's look at some reasons.\nApplied Materials is now growing at a blistering pace\nA $1,000 investment in Applied Materials stock a decade ago would be worth almost $12,000 now:\nAMAT data by YCharts.\nHowever, as the chart above shows, the company's top and bottom lines haven't exactly grown at a blistering pace over the past 10 years. Its revenue just about doubled, while earnings growth hasn't been eye-popping either, considering the pace at which the broader market's bottom line has increased. Also, as the chart indicates, most of Applied Materials' gains arrived in the past year and a half, after it became evident that the company's offerings would remain in hot demand amid a global semiconductor shortage that has disrupted several industries.\nNot surprisingly, Applied Materials' revenue and earnings have been growing at a much faster pace when compared to its average annual growth in the past 10 years. The company delivered record quarterly revenue of $6.2 billion in Q3, up 41% year over year. It also clocked a record (adjusted) operating margin of 32.7%, a jump of 6.3 percentage points over the prior year.\nThe terrific sales and margin growth led to record adjusted earnings of $1.90 per share, up 79% from the year-ago quarter. The results crushed the expectations of analysts who'd been looking for $1.77 per share in earnings on $5.94 billion in revenue.\nApplied Materials' guidance was the icing on the cake. The company expects, at the midpoint of its guidance range, to earn $1.94 per share this quarter on revenue of $6.33 billion. Wall Street had set the bar lower; analysts were expecting just $1.81 in earnings per share on $6.04 billion in revenue. The midpoint of the guidance indicates that Applied is anticipating 35% year-over-year revenue growth this quarter, while non-GAAP (adjusted) earnings could increase 55%.\nThe impressive guidance is a clue that Applied Materials has switched into a higher gear, and it's unlikely to step off the gas given the massive end-market opportunity at hand. In fact, it wouldn't be surprising to see its growth over the next decade significantly outpacing the rate at which it's grown in the past 10 years, helping the stock to fly higher once again.\nSustainable growth drivers can help the stock soar\nApplied Materials supplies chip fabrication equipment, services, and software to semiconductor manufacturers. Its largest source of revenue is the semiconductor systems business, through which Applied develops, manufactures, and sells semiconductor fabrication equipment. This segment produced nearly 72% of the company's total revenue last quarter and recorded 53% year-over-year growth.\nWithin the semiconductor systems business, the foundry/logic vertical occupied the largest share with 63% of total revenue, up from 55% in the year-ago quarter. The foundry business is built for long-term growth, as chipmakers across the globe are ramping up capacity. For instance, global semiconductor capital spending stood at an estimated $29.4 billion in 2010, according to Gartner. Last year, that number had ballooned to $106.9 billion.\nGartner estimates that global semiconductor spending will rise to $141.9 billion this year. Spending on semiconductor equipment can keep moving higher in the coming years on the back of a huge jump in chip demand.\nApplied Materials points out that the semiconductor industry took 40 years to achieve its first $200 billion in revenue; from 2000 to 2017, the industry added the next $200 billion. An additional $200 billion of revenue is expected by 2024, over a shorter span of just seven years. What's more, the semiconductor industry's revenue is anticipated to increase a whopping $400 billion from 2025 to 2030, hitting $1 trillion at the end of the forecast period.\nChipmakers will need to buy new equipment or upgrade their existing setups to cater to this massive increase in semiconductor demand, which will be driven by several verticals including automotive, networking, and industrial. Discussing \"PPACt\" (chip power efficiency, performance, area, cost, and time to market), Applied Materials CEO Gary Dickerson said on the Q3 earnings call that the company is on track to take advantage of these tailwinds and outperform the broader market:\n\n As we look ahead, we are confident that the strength of longer-term secular trends will drive semiconductor and wafer fab equipment markets structurally higher. And we believe Applied is in the best position to accelerate our customers' PPACt roadmaps, and grow significantly faster than our markets.\n\nAll of this indicates that Applied Materials is in a solid position to deliver more upside. Analysts expect the company's earnings to clock a compound annual growth rate (CAGR) of nearly 25% for the next five years. At its current valuation, buying this tech stock is a no-brainer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838932279,"gmtCreate":1629363822391,"gmtModify":1676530016259,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"please like me tks","listText":"please like me tks","text":"please like me tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838932279","repostId":"315062499","repostType":1,"repost":{"id":315062499,"gmtCreate":1612190551711,"gmtModify":1704868015736,"author":{"id":"3507927418932492","authorId":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3507927418932492","authorIdStr":"3507927418932492"},"themes":[],"htmlText":"這裏是扯個犢子,十分期待您的關注,我將竭誠爲您提供優質且正經的扯犢子服務。扯犢子的範圍包括:1. 對公司內在價值的客觀分析與個人見解;2. 對於投資的思考感悟;3. (視情況而定)其他類型的扯犢子。不包括:1. 誘導購買任何股票或其他投資產品;2. 其他可能有損於您利益的任何活動。保持每週1-2更,每篇保證不短不長,有趣有料!","listText":"這裏是扯個犢子,十分期待您的關注,我將竭誠爲您提供優質且正經的扯犢子服務。扯犢子的範圍包括:1. 對公司內在價值的客觀分析與個人見解;2. 對於投資的思考感悟;3. (視情況而定)其他類型的扯犢子。不包括:1. 誘導購買任何股票或其他投資產品;2. 其他可能有損於您利益的任何活動。保持每週1-2更,每篇保證不短不長,有趣有料!","text":"這裏是扯個犢子,十分期待您的關注,我將竭誠爲您提供優質且正經的扯犢子服務。扯犢子的範圍包括:1. 對公司內在價值的客觀分析與個人見解;2. 對於投資的思考感悟;3. (視情況而定)其他類型的扯犢子。不包括:1. 誘導購買任何股票或其他投資產品;2. 其他可能有損於您利益的任何活動。保持每週1-2更,每篇保證不短不長,有趣有料!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315062499","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894369224,"gmtCreate":1628805803568,"gmtModify":1676529857740,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"good?","listText":"good?","text":"good?","images":[{"img":"https://static.tigerbbs.com/3a8c7958407aac10e64fa81f407c73e4","width":"1080","height":"3937"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894369224","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893243302,"gmtCreate":1628267374206,"gmtModify":1703504368311,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"when will going up n up?","listText":"when will going up n up?","text":"when will going up n up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893243302","repostId":"2157952754","repostType":2,"repost":{"id":"2157952754","pubTimestamp":1628265420,"share":"https://ttm.financial/m/news/2157952754?lang=&edition=fundamental","pubTime":"2021-08-06 23:57","market":"hk","language":"zh","title":"滴滴出行:“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻不实","url":"https://stock-news.laohu8.com/highlight/detail?id=2157952754","media":"第一财经","summary":"【滴滴出行:“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻不实】滴滴出行在微博称:近期有关“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻均为不实信息。(第一财经)","content":"<div>\n<p>滴滴出行在微博称:近期有关“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻均为不实信息。 此前报道: 国家网信办等七部门进驻滴滴开展网络安全审查 网络安全审查办公室有关负责同志表示,按照网络安全审查工作安排,7月16日,国家网信办会同公安部、国家安全部、自然资源部、交通运输部、税务总局、市场监管总局等部门联合进驻滴滴出行科技有限公司,开展网络安全审查。(来源:中国网信网) 网络安全...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108062034993726_0.html\">Web Link</a>\n\n</div>\n","source":"eastmoney_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>滴滴出行:“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻不实</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; 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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\">\n滴滴出行:“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻不实\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 23:57 北京时间 <a href=http://finance.eastmoney.com/a/202108062034993726_0.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>滴滴出行在微博称:近期有关“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻均为不实信息。 此前报道: 国家网信办等七部门进驻滴滴开展网络安全审查 网络安全审查办公室有关负责同志表示,按照网络安全审查工作安排,7月16日,国家网信办会同公安部、国家安全部、自然资源部、交通运输部、税务总局、市场监管总局等部门联合进驻滴滴出行科技有限公司,开展网络安全审查。(来源:中国网信网) 网络安全...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108062034993726_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com///dfscdn.dfcfw.com/download/D24876093540037243753.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"http://finance.eastmoney.com/a/202108062034993726_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157952754","content_text":"滴滴出行在微博称:近期有关“滴滴将数据权让渡第三方、引入大股东以及退市”等市场传闻均为不实信息。 此前报道: 国家网信办等七部门进驻滴滴开展网络安全审查 网络安全审查办公室有关负责同志表示,按照网络安全审查工作安排,7月16日,国家网信办会同公安部、国家安全部、自然资源部、交通运输部、税务总局、市场监管总局等部门联合进驻滴滴出行科技有限公司,开展网络安全审查。(来源:中国网信网) 网络安全审查办公室对“滴滴出行”启动网络安全审查 为防范国家数据安全风险,维护国家安全,保障公共利益,依据《中华人民共和国国家安全法》《中华人民共和国网络安全法》,网络安全审查办公室按照《网络安全审查办法》,对“滴滴出行”实施网络安全审查。为配合网络安全审查工作,防范风险扩大,审查期间“滴滴出行”停止新用户注册。(来源:中国网信网) 国家网信办通知应用商店下架“滴滴出行”App 根据举报,经检测核实,“滴滴出行”App存在严重违法违规收集使用个人信息问题。国家互联网信息办公室依据《中华人民共和国网络安全法》相关规定,通知应用商店下架“滴滴出行”App,要求滴滴出行科技有限公司严格按照法律要求,参照国家有关标准,认真整改存在的问题,切实保障广大用户个人信息安全。(来源:网信中国)(文章来源:第一财经)","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890000037,"gmtCreate":1628063843429,"gmtModify":1703500517645,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"just hold","listText":"just hold","text":"just hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/890000037","repostId":"1184998831","repostType":4,"repost":{"id":"1184998831","pubTimestamp":1628062365,"share":"https://ttm.financial/m/news/1184998831?lang=&edition=fundamental","pubTime":"2021-08-04 15:32","market":"us","language":"en","title":"3 Ways for AMC Stock to Move Higher Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1184998831","media":" Motley Fool","summary":"The leading exhibitor's stock has shed 51% over the past two months, but there are some ways to get back on track.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>AMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.</li>\n <li>With just 2% of the country going to the movies over the weekend, it's time for AMC investors to pump up the experience more than the ownership.</li>\n <li>There is a chance to make AMC on Demand a thing right now. The clock is ticking.</li>\n</ul>\n<p>It's been a cruel summer for <b>AMC Entertainment Holdings</b>(NYSE:AMC)investors. The country's leading multiplex operator remains one of this year's top performers, but the past few weeks have been rough. The stock has shed more than half of its value since peaking two months ago.</p>\n<p>Where do we go from here? Let's go over some of the things that could get AMC stock moving in the right direction again.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7160f1454df5d0954cff6bdd79965b6\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Investors can go from stock pumping to movie pumping</b></p>\n<p>One thing keeping AMC down is that summer box office receipts in the U.S. have been disappointing. We're finally getting big movies playing on the silver screen, and attendance levels are still less than half of what they were two years ago. The surge in COVID-19 cases across the country is only going to make things worse as the peak summer season fades out of focus.</p>\n<p>AMC CEO Adam Aron made a brilliant move by appealing directly to its base retail investors. With more than 4 million individual investors it launched Investor Connect, incentivizing shareholders with a free bucket of popcorn if they sign up for a mailing list of marketing missives and financial updates.</p>\n<p>Retail investors have galvanized online, enlisting in the \"AMC Army\" and calling themselves \"apes\" as a badge of honor. The problem is that they've taken to online message boards, YouTube, and TikTok with videos pumping up stock ownership instead of the moviegoing experience.</p>\n<p>Just 2% of the country saw a movie at the theaters this past weekend, and of course less than that saw a theatrical release at an AMC. You would think that influencers would be trying to make their own luck by promoting going to the local AMC multiplex instead of making posts and videos spouting conspiracy theories. Where are the gushing reviews of the rare films available exclusively in theaters? Why aren't more retail shareholders pumping the high-margin concessions and big-ticket experience of private screen rentals? Trying to lift the perceived value of the business instead of touting the business itself is a missed opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>2. AMC can go shopping</b></p>\n<p>AMC has taken advantage of its buoyant meme stock status to crank out new shares at higher prices. The exhibitor's stock count has more than quadrupled over the past year. But that's not the only lever available to a company with an inflated share price.</p>\n<p>Smaller publicly traded rivals have fared poorly relative to AMC. They are all trading at much lower valuation multiples. Why isn't AMC going shopping? If its share count is going to be a blank check and it's toiling away in a distressed niche, why isn't it buying up its teetering peers for pennies on the AMC dollar? Why isn't it buying international players that are faring better in a recovery? Why isn't it using its premium-priced stock to snap up non-multiplex operators that have more resilient business models partly related to the movie theater industry?</p>\n<p>As bad as things have been for AMC stakeholders with the stock cut in half over the past nine weeks, things could be worse. The stock would have to drop another 94% to get back to where it was at the start of 2021, and based on market cap, the hit would be even worse. You have to make hay when the sun shines, and now is the time to buy businesses that will thrive in the next new normal for the industry. The once-hot media stock needs to move before it cools off completely.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c4537c87920ef2e9f4eb487ed39323\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>3. Make AMC on Demand a leader</b></p>\n<p>AMC is well aware that it's too easy to stream first-run and iconic movies from home. It has its own fledgling entry -- AMC on Demand -- to monetize the homebodies who find themselves watching more films at home. A subtle but savvy move last month was to reach out to its AMC Stubs loyalty members, offering them a free in-theater beverage if they rent an AMC on Demand stream. It may seem nuts to offer a large fountain drink that it sells for at least $6 in exchange for a digital purchase that could cost as little as $0.99, but it was all about getting folks comfortable with its premium-streaming platform.</p>\n<p>It's clear that the market is more excited about digital delivery than running projectors in big-box cinemas. We've seen media and tech companies take off on the strength of their streaming platforms. AMC's valuation multiples will expand if AMC on Demand proves to be a needle-moving industry leader. Getting people to kick the tires is a great start, but now it needs to raise the stakes. It needs to use whatever clout it has with studios to offer content exclusive to AMC on Demand. It needs to license streaming content that you can't find anywhere else, and if that's not feasible, then it needs to create its own content. As forward-thinking as CEO Aron has been this year, why isn't Investor Connect available as a stream that can be seen only on AMC on Demand? Make a documentary on the AMC Army. Heck, just sell apes merch at the theaters while you're at it. The lower the stock drops, the less enthusiastic that fan base will become.</p>\n<p>AMC has an opportunity here that it can't squander. If AMC can't get retail investors to show up to the movies, it should at least get them on its home-facing platform. Make them product ambassadors. Don't save stuff for a sequel that may never happen.</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>3 Ways for AMC Stock to Move Higher Again</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 Ways for AMC Stock to Move Higher Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 15:32 GMT+8 <a href=https://www.fool.com/investing/2021/08/03/3-ways-for-amc-stock-to-move-higher-again/><strong> Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nAMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.\nWith just 2% of the country going to the movies over ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/03/3-ways-for-amc-stock-to-move-higher-again/\">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.fool.com/investing/2021/08/03/3-ways-for-amc-stock-to-move-higher-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184998831","content_text":"Key Points\n\nAMC stock has taken a hit since early June, but it's still one of this year's biggest winners. There's opportunity in that collateral.\nWith just 2% of the country going to the movies over the weekend, it's time for AMC investors to pump up the experience more than the ownership.\nThere is a chance to make AMC on Demand a thing right now. The clock is ticking.\n\nIt's been a cruel summer for AMC Entertainment Holdings(NYSE:AMC)investors. The country's leading multiplex operator remains one of this year's top performers, but the past few weeks have been rough. The stock has shed more than half of its value since peaking two months ago.\nWhere do we go from here? Let's go over some of the things that could get AMC stock moving in the right direction again.\nIMAGE SOURCE: GETTY IMAGES.\n1. Investors can go from stock pumping to movie pumping\nOne thing keeping AMC down is that summer box office receipts in the U.S. have been disappointing. We're finally getting big movies playing on the silver screen, and attendance levels are still less than half of what they were two years ago. The surge in COVID-19 cases across the country is only going to make things worse as the peak summer season fades out of focus.\nAMC CEO Adam Aron made a brilliant move by appealing directly to its base retail investors. With more than 4 million individual investors it launched Investor Connect, incentivizing shareholders with a free bucket of popcorn if they sign up for a mailing list of marketing missives and financial updates.\nRetail investors have galvanized online, enlisting in the \"AMC Army\" and calling themselves \"apes\" as a badge of honor. The problem is that they've taken to online message boards, YouTube, and TikTok with videos pumping up stock ownership instead of the moviegoing experience.\nJust 2% of the country saw a movie at the theaters this past weekend, and of course less than that saw a theatrical release at an AMC. You would think that influencers would be trying to make their own luck by promoting going to the local AMC multiplex instead of making posts and videos spouting conspiracy theories. Where are the gushing reviews of the rare films available exclusively in theaters? Why aren't more retail shareholders pumping the high-margin concessions and big-ticket experience of private screen rentals? Trying to lift the perceived value of the business instead of touting the business itself is a missed opportunity.\nIMAGE SOURCE: GETTY IMAGES.\n2. AMC can go shopping\nAMC has taken advantage of its buoyant meme stock status to crank out new shares at higher prices. The exhibitor's stock count has more than quadrupled over the past year. But that's not the only lever available to a company with an inflated share price.\nSmaller publicly traded rivals have fared poorly relative to AMC. They are all trading at much lower valuation multiples. Why isn't AMC going shopping? If its share count is going to be a blank check and it's toiling away in a distressed niche, why isn't it buying up its teetering peers for pennies on the AMC dollar? Why isn't it buying international players that are faring better in a recovery? Why isn't it using its premium-priced stock to snap up non-multiplex operators that have more resilient business models partly related to the movie theater industry?\nAs bad as things have been for AMC stakeholders with the stock cut in half over the past nine weeks, things could be worse. The stock would have to drop another 94% to get back to where it was at the start of 2021, and based on market cap, the hit would be even worse. You have to make hay when the sun shines, and now is the time to buy businesses that will thrive in the next new normal for the industry. The once-hot media stock needs to move before it cools off completely.\nIMAGE SOURCE: GETTY IMAGES.\n3. Make AMC on Demand a leader\nAMC is well aware that it's too easy to stream first-run and iconic movies from home. It has its own fledgling entry -- AMC on Demand -- to monetize the homebodies who find themselves watching more films at home. A subtle but savvy move last month was to reach out to its AMC Stubs loyalty members, offering them a free in-theater beverage if they rent an AMC on Demand stream. It may seem nuts to offer a large fountain drink that it sells for at least $6 in exchange for a digital purchase that could cost as little as $0.99, but it was all about getting folks comfortable with its premium-streaming platform.\nIt's clear that the market is more excited about digital delivery than running projectors in big-box cinemas. We've seen media and tech companies take off on the strength of their streaming platforms. AMC's valuation multiples will expand if AMC on Demand proves to be a needle-moving industry leader. Getting people to kick the tires is a great start, but now it needs to raise the stakes. It needs to use whatever clout it has with studios to offer content exclusive to AMC on Demand. It needs to license streaming content that you can't find anywhere else, and if that's not feasible, then it needs to create its own content. As forward-thinking as CEO Aron has been this year, why isn't Investor Connect available as a stream that can be seen only on AMC on Demand? Make a documentary on the AMC Army. Heck, just sell apes merch at the theaters while you're at it. The lower the stock drops, the less enthusiastic that fan base will become.\nAMC has an opportunity here that it can't squander. If AMC can't get retail investors to show up to the movies, it should at least get them on its home-facing platform. Make them product ambassadors. Don't save stuff for a sequel that may never happen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804771738,"gmtCreate":1627984462724,"gmtModify":1703499092103,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"too bad let go liao","listText":"too bad let go liao","text":"too bad let go liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804771738","repostId":"1183916574","repostType":4,"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579028995240368","authorId":"3579028995240368","name":"Jfierydragon","avatar":"https://static.tigerbbs.com/32ea74904661b2d0a43f0cc648caae68","crmLevel":9,"crmLevelSwitch":1,"idStr":"3579028995240368","authorIdStr":"3579028995240368"},"content":"pls comment","text":"pls comment","html":"pls comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806597321,"gmtCreate":1627664515263,"gmtModify":1703494442896,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806597321","repostId":"1157771608","repostType":4,"repost":{"id":"1157771608","pubTimestamp":1627653929,"share":"https://ttm.financial/m/news/1157771608?lang=&edition=fundamental","pubTime":"2021-07-30 22:05","market":"us","language":"en","title":"Nvidia Stock In 10 Years: What You Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1157771608","media":"seekingalpha","summary":"Summary\n\nNVIDIA Corporation has been an outstanding investment over the last decade, but that will n","content":"<p><b>Summary</b></p>\n<ul>\n <li>NVIDIA Corporation has been an outstanding investment over the last decade, but that will not repeat over the next decade.</li>\n <li>The company offers strong quality, great management, and has an attractive growth outlook, but shares are expensive.</li>\n <li>In the long run, returns will most likely be solid, but it may be better to wait for a lower price before entering or expanding a position.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65f0d217100f82ddae3cfb3e50178504\" tg-width=\"1536\" tg-height=\"1017\" width=\"100%\" height=\"auto\"><span>Antonio Bordunovi/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NVIDIA Corporation (NVDA) is one of the best growth mega-caps from a fundamental perspective and when it comes to the company's business growth potential. The stock trades, however, at a pretty high valuation, compared to other semiconductor stocks and relative to other growth mega-caps. To some extent, this premium valuation is justified, but it seems logical to assume that total returns will, in the long run, be negatively impacted by multiple compression. Over the next decade, NVIDIA Corporation still has considerable upside potential, even though I assume that its valuation will compress significantly.</p>\n<p><b>Will NVIDIA Stock Continue To Rise?</b></p>\n<p>There are two answers to this question, I believe. In the short term, price action is driven by sentiment, news items, etc. to a large degree, so it is more or less impossible to forecast where the price will be a week, a month, or half a year from now. NVIDIA has a beta of 1.4, which means that, generally, it moves in the same direction as the broad market, but with more pronounced movements. So if the market rises by 10% over the next half-year, one may reasonably assume that NVIDIA will rise by 14% over the same time frame. Since short-term moves in the broad market are largely driven by things like Fed statements, sentiment, worries about the Delta variant, etc. there is a lot of uncertainty for where broad markets and NVIDIA will head over the near future. NVIDIA's current RSI (relative strength index) is 54, which indicates that shares are neither overbought nor oversold today. The current analyst price target, per YCharts, is $194, which is almost perfectly in line with the current share price. Prices could move up or down in the near term, the price target consensus and the RSI paint a mostly neutral picture for now. Shares could continue to climb, but this is far from certain, and I surely wouldn't speculate on significant gains in the near term.</p>\n<p>In the long run, share prices are largely driven by earnings growth and changes in a stock's valuation, thus sentiment or news items are less important when it comes to NVIDIA's share price a decade from now. It is, of course, not possible to forecast the share price exactly, but we can look at scenarios that paint a picture of where shares could be heading. As I am a long-term focused investor and not much of a trader, the question of where NVIDIA will be a decade from now is, I believe, the more important one compared to the question of where NVIDIA will be in September or December.</p>\n<p><b>Where Will NVIDIA Stock Be In 10 Years</b></p>\n<p>Let's start with the note that NVIDIA's performance over the last ten years, a 5,500% gain, will certainly not repeat over the next decade. This would make NVIDIA's market capitalization balloon to<i>$27 trillion</i>, which is absolutely unrealistic, I believe, even for a high-growth company like NVIDIA. Nevertheless, even if future share price gains are less exciting, NVIDIA could still be a very solid investment, as ten-year returns of 5,000%+ are not at all required to make a stock a solid choice.</p>\n<p>Today, NVIDIA trades at 49x this year's expected net profits, which is a rather high valuation, especially for a company with a market cap as large as NVIDIA's. Most other high-growth mega-caps, such as Facebook (FB), Alphabet (GOOG), and Microsoft (MSFT) trade at significantly lower valuations, with earnings multiples around 30. Tesla (TSLA) is even more expensive than NVIDIA, trading at more than 100x this year's net profits, but I believe that this is not a great example of where growth stocks should trade, as I believe that TSLA is significantly overvalued.</p>\n<p>Going back to NVIDIA, we can also look at how the company was valued in the past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21096a0f152ce54df29d8bc2e5c8aae6\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>The 5-year to 10-year median earnings multiples are 29-48 for NVDA, thus it looks like shares are definitely trading on the expensive side today. It should be noted that the growth outlook a couple of years ago, when NVIDIA was significantly smaller, was better than it is today, mainly due to the law of large numbers, which states that maintaining high relative growth rates becomes harder as a company grows in size. The fact that shares are currently trading well above the longer-term median valuation is thus noteworthy, as one might expect that valuations<i>decline</i>as a company matures.</p>\n<p>Compared to other semi stocks, NVIDIA looks relatively expensive as well:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8062ce7784ae57f6f527806ea7c1661\" tg-width=\"635\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>NVIDIA trades at a premium to direct peers such as AMD (AMD) and Intel (INTC), and its stock is also more expensive than that of other large-cap semis such as Taiwan Semiconductor (TSM) and Broadcom (AVGO). An above-average valuation does make sense, thanks to NVIDIA's outstanding fundamentals and strong growth rates, but it seems highly doubtful whether the company will continue to trade at almost 50x net profits forever.</p>\n<p>NVIDIA addresses a range of growth markets, such as data centers, gaming equipment, and so on. These markets will continue to grow for the foreseeable future, but they do, of course, not grow by 80% a year forever, which was NVIDIA's top-line growth rate during the most recent quarter. It thus seems very likely that revenue growth will slow down considerably from the current level, even when we assume that NVIDIA will continue to take market share here and there, e.g. in data centers.</p>\n<p>Analysts do thus, not surprisingly, see a considerable slowdown in NVIDIA's business growth in the coming years, even though growth will remain highly attractive for sure:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0145bdde6aebd5b6b694c80e0addfa80\" tg-width=\"640\" tg-height=\"506\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Revenue growth of almost 50% this year, and of 11%-16% over the following four years is still pretty attractive for sure, relative to how the average company and the economy are growing. It also seems possible that NVIDIA will beat analyst estimates, delivering somewhat higher growth, as the company has a history of delivering upside estimates -- nine out of the last ten quarterly releases beat estimates on both lines. Even if we assume that analyst estimates are too conservative, it seems relatively logical that they will at least be in the ballpark of where actual results will land -- a revenue growth rate of 80% for the remainder of 2021, or a revenue growth rate of 50% for 2022, is not realistic.</p>\n<p>When we assume that the current revenue estimates for 2025 are too low by ~10%, and that actual revenues will total $45 billion, and that revenues will grow by 10% a year between 2026 and 2031, we get to a 2031 top line of $80 billion. Right now, NVDA's net margin is 34% (most recent quarter), which is outstanding. Operating leverage should lift NVDA's operating margin in the coming years, but on the other hand, NVDA's current tax rate is pretty low at 3% during the most recent quarter. When we assume that tax rates will climb to 10%, this could offset tailwinds from operating margin expansion, thus it is far from guaranteed that NVDA's net margin will rise by a lot. If the net margin stands at 35% in 2031, NVDA would earn about $28 billion in net profits a decade from now. If the share count remains unchanged, that would equate to earnings per share of $11.10. If NVDA were to trade at the same 49x net profits it trades at today, that would lead to a share price of $540, which would equate to total returns of 180%. As mentioned earlier, I believe that multiple compression is likely, due to a range of reasons -- slowing growth, the current premium to the historic median, and the current premium over the broad market and NVDA's peers.</p>\n<p>When we do, thus, assume that the valuation compresses to around 30x net profits, which would be relatively in-line with the 10-year median earnings multiple, then shares would trade at $330 a decade from now. Over the next decade, this would pencil out to returns of a little over 70%, or about 5%-6% a year. NVDA wouldn't be a bad choice in this scenario, but not an outstanding pick, either. We can also look at a somewhat more optimistic scenario where NVDA grows its revenue by 15% a year between 2026 and 2031, in that case, with everything else held constant, NVDA would trade at $430 in 2031, which would allow for total returns of 8%-9% a year from the current price of $195.</p>\n<p>Overall, I thus believe that it is very likely that investors will see gains from the current level in the long run, but those gains will likely be far lower compared to what we have seen in recent years. High-single-digit annual returns seem like a realistic target range from the current, elevated, valuation.</p>\n<p><b>Is NVIDIA A Good Long-Term Investment?</b></p>\n<p>NVIDIA has great fundamentals, a clean balance sheet, strong margins and returns on capital, excellent management, and is in a great position tech-wise. On top of that, NVDA operates in a growing industry that is integral to our way of life. Overall, those are some great reasons to invest in its stock, but there is one additional factor that investors should keep in mind. NVDA's valuation is well above the long-term median, well above the valuations of its peers, and it seems pretty likely that this valuation will eventually compress, as growth will inevitably decline from the current immense 80% year-over-year pace. I would thus say that NVDA is a good long-term investment for sure, but not at every price. At current prices, it seems like a solid long-term investment, but not like a spectacular one. Others that have different growth assumptions or that see a different target earnings multiple 5 or 10 years from now will potentially have a different opinion on that, however.</p>\n<p><b>Is NVIDIA Stock A Good Buy Right Now?</b></p>\n<p>NVIDIA undoubtedly has been a great buy for almost everyone that bought over the last decade, but past returns do not equate to future returns. It is almost guaranteed that returns in the coming years will be significantly lower than what we have seen over the last decade. I believe that returns, in the long run, will be solid, but I do not believe that the current return outlook makes NVDA a screaming buy at current prices. NVDA traded at less than $140 (split-adjusted) a couple of months ago, and at that price, I'd see shares as a way better investment. At $190+, shares are too expensive for me to buy right now, although they can be a solid hold for everyone that bought earlier for sure.</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 Stock In 10 Years: What You Should Consider</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 Stock In 10 Years: What You Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 22:05 GMT+8 <a href=https://seekingalpha.com/article/4442717-nvidia-stock-in-10-years-what-you-should-consider><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNVIDIA Corporation has been an outstanding investment over the last decade, but that will not repeat over the next decade.\nThe company offers strong quality, great management, and has an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442717-nvidia-stock-in-10-years-what-you-should-consider\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4442717-nvidia-stock-in-10-years-what-you-should-consider","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157771608","content_text":"Summary\n\nNVIDIA Corporation has been an outstanding investment over the last decade, but that will not repeat over the next decade.\nThe company offers strong quality, great management, and has an attractive growth outlook, but shares are expensive.\nIn the long run, returns will most likely be solid, but it may be better to wait for a lower price before entering or expanding a position.\n\nAntonio Bordunovi/iStock Editorial via Getty Images\nArticle Thesis\nNVIDIA Corporation (NVDA) is one of the best growth mega-caps from a fundamental perspective and when it comes to the company's business growth potential. The stock trades, however, at a pretty high valuation, compared to other semiconductor stocks and relative to other growth mega-caps. To some extent, this premium valuation is justified, but it seems logical to assume that total returns will, in the long run, be negatively impacted by multiple compression. Over the next decade, NVIDIA Corporation still has considerable upside potential, even though I assume that its valuation will compress significantly.\nWill NVIDIA Stock Continue To Rise?\nThere are two answers to this question, I believe. In the short term, price action is driven by sentiment, news items, etc. to a large degree, so it is more or less impossible to forecast where the price will be a week, a month, or half a year from now. NVIDIA has a beta of 1.4, which means that, generally, it moves in the same direction as the broad market, but with more pronounced movements. So if the market rises by 10% over the next half-year, one may reasonably assume that NVIDIA will rise by 14% over the same time frame. Since short-term moves in the broad market are largely driven by things like Fed statements, sentiment, worries about the Delta variant, etc. there is a lot of uncertainty for where broad markets and NVIDIA will head over the near future. NVIDIA's current RSI (relative strength index) is 54, which indicates that shares are neither overbought nor oversold today. The current analyst price target, per YCharts, is $194, which is almost perfectly in line with the current share price. Prices could move up or down in the near term, the price target consensus and the RSI paint a mostly neutral picture for now. Shares could continue to climb, but this is far from certain, and I surely wouldn't speculate on significant gains in the near term.\nIn the long run, share prices are largely driven by earnings growth and changes in a stock's valuation, thus sentiment or news items are less important when it comes to NVIDIA's share price a decade from now. It is, of course, not possible to forecast the share price exactly, but we can look at scenarios that paint a picture of where shares could be heading. As I am a long-term focused investor and not much of a trader, the question of where NVIDIA will be a decade from now is, I believe, the more important one compared to the question of where NVIDIA will be in September or December.\nWhere Will NVIDIA Stock Be In 10 Years\nLet's start with the note that NVIDIA's performance over the last ten years, a 5,500% gain, will certainly not repeat over the next decade. This would make NVIDIA's market capitalization balloon to$27 trillion, which is absolutely unrealistic, I believe, even for a high-growth company like NVIDIA. Nevertheless, even if future share price gains are less exciting, NVIDIA could still be a very solid investment, as ten-year returns of 5,000%+ are not at all required to make a stock a solid choice.\nToday, NVIDIA trades at 49x this year's expected net profits, which is a rather high valuation, especially for a company with a market cap as large as NVIDIA's. Most other high-growth mega-caps, such as Facebook (FB), Alphabet (GOOG), and Microsoft (MSFT) trade at significantly lower valuations, with earnings multiples around 30. Tesla (TSLA) is even more expensive than NVIDIA, trading at more than 100x this year's net profits, but I believe that this is not a great example of where growth stocks should trade, as I believe that TSLA is significantly overvalued.\nGoing back to NVIDIA, we can also look at how the company was valued in the past:\nData by YCharts\nThe 5-year to 10-year median earnings multiples are 29-48 for NVDA, thus it looks like shares are definitely trading on the expensive side today. It should be noted that the growth outlook a couple of years ago, when NVIDIA was significantly smaller, was better than it is today, mainly due to the law of large numbers, which states that maintaining high relative growth rates becomes harder as a company grows in size. The fact that shares are currently trading well above the longer-term median valuation is thus noteworthy, as one might expect that valuationsdeclineas a company matures.\nCompared to other semi stocks, NVIDIA looks relatively expensive as well:\nData by YCharts\nNVIDIA trades at a premium to direct peers such as AMD (AMD) and Intel (INTC), and its stock is also more expensive than that of other large-cap semis such as Taiwan Semiconductor (TSM) and Broadcom (AVGO). An above-average valuation does make sense, thanks to NVIDIA's outstanding fundamentals and strong growth rates, but it seems highly doubtful whether the company will continue to trade at almost 50x net profits forever.\nNVIDIA addresses a range of growth markets, such as data centers, gaming equipment, and so on. These markets will continue to grow for the foreseeable future, but they do, of course, not grow by 80% a year forever, which was NVIDIA's top-line growth rate during the most recent quarter. It thus seems very likely that revenue growth will slow down considerably from the current level, even when we assume that NVIDIA will continue to take market share here and there, e.g. in data centers.\nAnalysts do thus, not surprisingly, see a considerable slowdown in NVIDIA's business growth in the coming years, even though growth will remain highly attractive for sure:\nSource: Seeking Alpha\nRevenue growth of almost 50% this year, and of 11%-16% over the following four years is still pretty attractive for sure, relative to how the average company and the economy are growing. It also seems possible that NVIDIA will beat analyst estimates, delivering somewhat higher growth, as the company has a history of delivering upside estimates -- nine out of the last ten quarterly releases beat estimates on both lines. Even if we assume that analyst estimates are too conservative, it seems relatively logical that they will at least be in the ballpark of where actual results will land -- a revenue growth rate of 80% for the remainder of 2021, or a revenue growth rate of 50% for 2022, is not realistic.\nWhen we assume that the current revenue estimates for 2025 are too low by ~10%, and that actual revenues will total $45 billion, and that revenues will grow by 10% a year between 2026 and 2031, we get to a 2031 top line of $80 billion. Right now, NVDA's net margin is 34% (most recent quarter), which is outstanding. Operating leverage should lift NVDA's operating margin in the coming years, but on the other hand, NVDA's current tax rate is pretty low at 3% during the most recent quarter. When we assume that tax rates will climb to 10%, this could offset tailwinds from operating margin expansion, thus it is far from guaranteed that NVDA's net margin will rise by a lot. If the net margin stands at 35% in 2031, NVDA would earn about $28 billion in net profits a decade from now. If the share count remains unchanged, that would equate to earnings per share of $11.10. If NVDA were to trade at the same 49x net profits it trades at today, that would lead to a share price of $540, which would equate to total returns of 180%. As mentioned earlier, I believe that multiple compression is likely, due to a range of reasons -- slowing growth, the current premium to the historic median, and the current premium over the broad market and NVDA's peers.\nWhen we do, thus, assume that the valuation compresses to around 30x net profits, which would be relatively in-line with the 10-year median earnings multiple, then shares would trade at $330 a decade from now. Over the next decade, this would pencil out to returns of a little over 70%, or about 5%-6% a year. NVDA wouldn't be a bad choice in this scenario, but not an outstanding pick, either. We can also look at a somewhat more optimistic scenario where NVDA grows its revenue by 15% a year between 2026 and 2031, in that case, with everything else held constant, NVDA would trade at $430 in 2031, which would allow for total returns of 8%-9% a year from the current price of $195.\nOverall, I thus believe that it is very likely that investors will see gains from the current level in the long run, but those gains will likely be far lower compared to what we have seen in recent years. High-single-digit annual returns seem like a realistic target range from the current, elevated, valuation.\nIs NVIDIA A Good Long-Term Investment?\nNVIDIA has great fundamentals, a clean balance sheet, strong margins and returns on capital, excellent management, and is in a great position tech-wise. On top of that, NVDA operates in a growing industry that is integral to our way of life. Overall, those are some great reasons to invest in its stock, but there is one additional factor that investors should keep in mind. NVDA's valuation is well above the long-term median, well above the valuations of its peers, and it seems pretty likely that this valuation will eventually compress, as growth will inevitably decline from the current immense 80% year-over-year pace. I would thus say that NVDA is a good long-term investment for sure, but not at every price. At current prices, it seems like a solid long-term investment, but not like a spectacular one. Others that have different growth assumptions or that see a different target earnings multiple 5 or 10 years from now will potentially have a different opinion on that, however.\nIs NVIDIA Stock A Good Buy Right Now?\nNVIDIA undoubtedly has been a great buy for almost everyone that bought over the last decade, but past returns do not equate to future returns. It is almost guaranteed that returns in the coming years will be significantly lower than what we have seen over the last decade. I believe that returns, in the long run, will be solid, but I do not believe that the current return outlook makes NVDA a screaming buy at current prices. NVDA traded at less than $140 (split-adjusted) a couple of months ago, and at that price, I'd see shares as a way better investment. At $190+, shares are too expensive for me to buy right now, although they can be a solid hold for everyone that bought earlier for sure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808641224,"gmtCreate":1627577366968,"gmtModify":1703492797253,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"really?","listText":"really?","text":"really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808641224","repostId":"2155078999","repostType":4,"repost":{"id":"2155078999","pubTimestamp":1627568710,"share":"https://ttm.financial/m/news/2155078999?lang=&edition=fundamental","pubTime":"2021-07-29 22:25","market":"us","language":"en","title":"2 Reasons to Sell AMC Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2155078999","media":"Motley Fool","summary":"Still bag holding AMC Entertainment? It's time to jump ship.","content":"<p>What goes up must come down -- at least when the rally comes from speculation instead of fundamentals. And while <b>AMC Entertainment</b>'s (NYSE:AMC) shares are still up by over 1,600% year to date, the movie theater operator looks poised for a massive crash because of its deteriorating balance sheet and seismic shifts in the film industry. </p>\n<h2>1. Streaming is the new normal</h2>\n<p>According to the <i>Wall Street Journal</i>, AMC's multi-bagger rally was driven by retail speculation and an intentional short squeeze. Fundamentals play a smaller role, but some investors may also be optimistic about the company's ability to bounce back from the coronavirus pandemic now that 56% of Americans above age 12 are vaccinated. AMC has reopened almost all its U.S. locations. </p>\n<p>But unfortunately, the new normal isn't looking so normal for AMC. </p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635219%2Fgettyimages-900038802.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>In July, <b>Disney</b> (NYSE: DIS) released <i>Black Widow</i>, the first Marvel movie to hit theaters since the pandemic. Unlike prior Marvel releases, Disney also made the film available on its streaming platform Disney+ through Premier Access, a service that allows users to rent it for a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time charge of $30 on top of the service's regular subscription fees. </p>\n<p><i>Black Widow</i> earned $78 million from domestic theaters in its opening weekend compared to at least $60 million from Premier Access. </p>\n<p>The film's success on Premier Access is a terrible trend for the traditional U.S. movie theater industry. Unlike theatrical releases, Disney won't have to split ticket sales with the theaters, resulting in higher profits for the House of Mouse. Online releases also boost Disney's competitive moat against streaming rivals like <b>Netflix</b> and could help drive subscriber growth. </p>\n<p>It is unclear how long Disney plans to continue its dual-release strategy, but if it becomes permanent (or if other studios follow suit), AMC could become an unnecessary middleman in an industry it once dominated. </p>\n<h2>2. Massive cash burn and a deteriorating balance sheet</h2>\n<p>With AMC's future uncertain, investors should pay attention to the company's current performance. That picture isn't pretty. First-quarter revenue tanked 84% to $148 million -- a slight improvement from the fourth quarter (when sales were down 89% against the prior year), but not much evidence of a strong recovery. The company is also burning through cash, reporting negative operating cash flows of $313 million in the period. </p>\n<p>With just $813 million in cash and equivalents on its balance sheet, AMC will probably need to tap the debt and equity markets to sustain operations. And with $5.4 billion in corporate borrowings and $4.9 billion in operating lease liabilities (deferred rent for some of its properties), its balance sheet is already in bad shape. </p>\n<p>Considering these challenges, AMC has no business trading for a market cap of $19.5 billion, which represents a jaw-dropping 43 times its 12-month revenue. Even if the company recovered to its pre-pandemic sales figure of $5.5 billion (which looks unlikely), that would give the stock a price-to-sales (P/S) multiple of 3.5, which is quite a premium for a company with a busted balance sheet that struggled to earn consistent profits even before the pandemic. (AMC reported a net loss of $149 million in 2019.)</p>\n<h2>An obsolete company?</h2>\n<p>The symbiotic relationship between film studios and movie theaters is breaking down. And this could turn AMC Entertainment into an unnecessary intermediary in film distribution. The company's financials are also in shambles, which could mean more debt and equity dilution in the future. AMC's stock shouldn't be trading for such a high valuation in light of these challenges. </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>2 Reasons to Sell AMC Stock</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\">\n2 Reasons to Sell AMC Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 22:25 GMT+8 <a href=https://www.fool.com/investing/2021/07/29/2-reasons-to-sell-amc-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What goes up must come down -- at least when the rally comes from speculation instead of fundamentals. And while AMC Entertainment's (NYSE:AMC) shares are still up by over 1,600% year to date, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/29/2-reasons-to-sell-amc-stock/\">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.fool.com/investing/2021/07/29/2-reasons-to-sell-amc-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155078999","content_text":"What goes up must come down -- at least when the rally comes from speculation instead of fundamentals. And while AMC Entertainment's (NYSE:AMC) shares are still up by over 1,600% year to date, the movie theater operator looks poised for a massive crash because of its deteriorating balance sheet and seismic shifts in the film industry. \n1. Streaming is the new normal\nAccording to the Wall Street Journal, AMC's multi-bagger rally was driven by retail speculation and an intentional short squeeze. Fundamentals play a smaller role, but some investors may also be optimistic about the company's ability to bounce back from the coronavirus pandemic now that 56% of Americans above age 12 are vaccinated. AMC has reopened almost all its U.S. locations. \nBut unfortunately, the new normal isn't looking so normal for AMC. \nImage source: Getty Images.\nIn July, Disney (NYSE: DIS) released Black Widow, the first Marvel movie to hit theaters since the pandemic. Unlike prior Marvel releases, Disney also made the film available on its streaming platform Disney+ through Premier Access, a service that allows users to rent it for a one-time charge of $30 on top of the service's regular subscription fees. \nBlack Widow earned $78 million from domestic theaters in its opening weekend compared to at least $60 million from Premier Access. \nThe film's success on Premier Access is a terrible trend for the traditional U.S. movie theater industry. Unlike theatrical releases, Disney won't have to split ticket sales with the theaters, resulting in higher profits for the House of Mouse. Online releases also boost Disney's competitive moat against streaming rivals like Netflix and could help drive subscriber growth. \nIt is unclear how long Disney plans to continue its dual-release strategy, but if it becomes permanent (or if other studios follow suit), AMC could become an unnecessary middleman in an industry it once dominated. \n2. Massive cash burn and a deteriorating balance sheet\nWith AMC's future uncertain, investors should pay attention to the company's current performance. That picture isn't pretty. First-quarter revenue tanked 84% to $148 million -- a slight improvement from the fourth quarter (when sales were down 89% against the prior year), but not much evidence of a strong recovery. The company is also burning through cash, reporting negative operating cash flows of $313 million in the period. \nWith just $813 million in cash and equivalents on its balance sheet, AMC will probably need to tap the debt and equity markets to sustain operations. And with $5.4 billion in corporate borrowings and $4.9 billion in operating lease liabilities (deferred rent for some of its properties), its balance sheet is already in bad shape. \nConsidering these challenges, AMC has no business trading for a market cap of $19.5 billion, which represents a jaw-dropping 43 times its 12-month revenue. Even if the company recovered to its pre-pandemic sales figure of $5.5 billion (which looks unlikely), that would give the stock a price-to-sales (P/S) multiple of 3.5, which is quite a premium for a company with a busted balance sheet that struggled to earn consistent profits even before the pandemic. (AMC reported a net loss of $149 million in 2019.)\nAn obsolete company?\nThe symbiotic relationship between film studios and movie theaters is breaking down. And this could turn AMC Entertainment into an unnecessary intermediary in film distribution. The company's financials are also in shambles, which could mean more debt and equity dilution in the future. AMC's stock shouldn't be trading for such a high valuation in light of these challenges.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177666066,"gmtCreate":1627211729055,"gmtModify":1703485604001,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"fly to the sun?","listText":"fly to the sun?","text":"fly to the sun?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177666066","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8 <a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">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","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174307665,"gmtCreate":1627070774057,"gmtModify":1703483693562,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"up up up","listText":"up up up","text":"up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174307665","repostId":"2153498346","repostType":4,"repost":{"id":"2153498346","pubTimestamp":1627045620,"share":"https://ttm.financial/m/news/2153498346?lang=&edition=fundamental","pubTime":"2021-07-23 21:07","market":"us","language":"en","title":"The Damaging AMC Entertainment Data Point No One Is Paying Attention To","url":"https://stock-news.laohu8.com/highlight/detail?id=2153498346","media":"Motley Fool","summary":"This suggests that bankruptcy is still very much in play for America's top movie chain.","content":"<p>For nearly six months, meme stocks -- companies lauded more for the buzz they create on social media than their financial performance -- have been the talk of Wall Street. Often sporting high levels of short interest and poor outlooks, these meme stocks have been lifted up by an army of retail investors.</p>\n<p>Although there seems to be a new meme stock in play every day, movie theater chain <b>AMC Entertainment</b> (NYSE:AMC) has consistently been the most popular.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634412%2Fmovie-theater-popcorn-date-film-amc-regal-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"470\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Hope for a short squeeze is dwindling</h3>\n<p>Why AMC? According to its impassioned following, the company is purportedly ripe for a short squeeze. For those who may not be following AMC closely, the company's share price did squeeze short sellers (i.e., pessimists betting the share price will decline) in late January, shortly after the company saved itself from immediate bankruptcy by selling stock and issuing high-interest debt.</p>\n<p>The problem for this emotion-driven group of AMC enthusiasts, who call themselves \"apes\" -- a nod to <i>Rise of the Planet of the Apes</i> and the idea that apes are stronger together -- is that the prospect for a short squeeze on AMC is pretty poor. Between the end of May and the end of June, New York Stock Exchange-reported data shows that shares held short declined from 102.3 million to approximately 75.5 million... <i>and the price of AMC fell!</i></p>\n<p>Short sellers have to feel trapped in their positions for a squeeze to occur, and that's simply not happening with short interest on the decline and the short ratio (also known as \"days to cover\") well below <a href=\"https://laohu8.com/S/AONE.U\">one</a>. There's not a data point more closely followed by AMC shareholders than its short interest.</p>\n<p>What isn't being paid attention to, but is far more damaging to AMC and its shareholders, is the absolute rout in some of the company's bonds over the past two weeks.</p>\n<p><img src=\"https://static.tigerbbs.com/a7b31a2637d841cd0aa4afe72af35c5e\" tg-width=\"700\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h3>The action in AMC's bonds suggests bankruptcy is a growing possibility</h3>\n<p>To be upfront, AMC has issued a lot of debt, with a variety of interest rates and maturity dates. The vast majority of the company's debt that would need to be paid off in the near term isn't of concern to Wall Street. That's because AMC has in the neighborhood of $2.2 billion in cash and cash equivalents after multiple cash raises, albeit this figure doesn't take into account its cash outflow in the second quarter, after burning through almost $325 million in the first quarter.</p>\n<p>Where trouble begins arising is if you look out to the company's bonds with maturity dates in 2026 and 2027. When bonds are issued, they're almost always priced at face value (100, or 100% of the face value of the bond). AMC's 2026 and 2027 bonds are nowhere close to face value anymore.</p>\n<p>A bond offering of $595 million with a maturity date of Nov. 15, 2026 had been as high as 76.19 (about 76% of face value) on June 21. That same bond now goes for 54.63 (below 55% of face value), as of July 20.</p>\n<p>Want another example? A $475 million debt offering with a May 15, 2027 maturity date was as high as 78.48 on June 23. However, it's been plummeting since July 6, with the July 20 bond price closing at 53.77.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634412%2Fmoney-under-chain-and-lock-debt-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<p>You don't have to be a bond trader to read between the lines. With over $1 billion of AMC's debt trading at roughly one-half of par value, bondholders are clearly concerned the company won't have the capital to meet its debt obligations.</p>\n<p>And make no mistake about it, bondholders have every right to be concerned. AMC's apes have done everything in their power to deny AMC CEO Adam Aron the ability to sell stock in order to raise capital. What capital raises Aron did push through were done without having to get the approval of the company's retail investors. However, with AMC effectively maxed out on the share issuance front, it'll be forced to repay over $5.4 billion in debt entirely with cash, rather than stock. Considering the company is burning cash at an extraordinary rate, the math to avoid bankruptcy doesn't add up -- and apes simply don't get it.</p>\n<p>AMC bulls and bears can argue all day about the company, but the bond market speaks the truth about where AMC is headed.</p>\n<p><img src=\"https://static.tigerbbs.com/cc0c2c89dfba03fc4b0c9fb1c7b014cc\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h3>And don't forget the misinformation campaign...</h3>\n<p>If the truth isn't enough to persuade you of how awful an investment AMC is, perhaps surveying the mountain of myths and misinformation spread by its retail following will demonstrate how desperate this group is to artificially manipulate the company's share price.</p>\n<p>For example, AMC's retail cohort constantly asserts that a large number of naked short shares exist. They also believe that failure to delivers (FTDs) are endemic of naked short-selling, and that dark pool trading represents nefarious activity. Naturally, none of these assertions can ever be substantiated, but that doesn't stop these folks from spreading inaccurate information on social media in an attempt to bring in new capital.</p>\n<p>Working backwards, dark pool trading has no impact on supply and demand for retail trading. As for FTDs, clerical/administrative delays for high-volume stocks are common, as is human error and even buyer-based FTDs. And no naked short-selling campaign is ongoing if AMC's shares are available to short (and here's a hint: they've regularly been available). This entire thesis of alleged wrongdoing by apes is easily debunked.</p>\n<p>Just as ridiculous is the incorrect idea that hedge funds bankrupt companies. Businesses control their own destiny via their operating model and actions. A company's share price, including the buying and selling activity of that stock, doesn't determine if it's a success or not. Claiming short selling is the problem while completely ignoring the real reasons a company is struggling is yet another example of AMC's apes spreading false information online in an effort to rally support and fresh capital for their stock.</p>\n<p>With apes unable to substantiate any of their claims and the bond market flashing big warning signs, my outlook for AMC remains unchanged: Bankruptcy is still very much on the table.</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>The Damaging AMC Entertainment Data Point No One Is Paying Attention To</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 Damaging AMC Entertainment Data Point No One Is Paying Attention To\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:07 GMT+8 <a href=https://www.fool.com/investing/2021/07/23/damaging-amc-data-point-no-one-paying-attention-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For nearly six months, meme stocks -- companies lauded more for the buzz they create on social media than their financial performance -- have been the talk of Wall Street. Often sporting high levels ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/damaging-amc-data-point-no-one-paying-attention-to/\">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.fool.com/investing/2021/07/23/damaging-amc-data-point-no-one-paying-attention-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153498346","content_text":"For nearly six months, meme stocks -- companies lauded more for the buzz they create on social media than their financial performance -- have been the talk of Wall Street. Often sporting high levels of short interest and poor outlooks, these meme stocks have been lifted up by an army of retail investors.\nAlthough there seems to be a new meme stock in play every day, movie theater chain AMC Entertainment (NYSE:AMC) has consistently been the most popular.\n\nImage source: Getty Images.\nHope for a short squeeze is dwindling\nWhy AMC? According to its impassioned following, the company is purportedly ripe for a short squeeze. For those who may not be following AMC closely, the company's share price did squeeze short sellers (i.e., pessimists betting the share price will decline) in late January, shortly after the company saved itself from immediate bankruptcy by selling stock and issuing high-interest debt.\nThe problem for this emotion-driven group of AMC enthusiasts, who call themselves \"apes\" -- a nod to Rise of the Planet of the Apes and the idea that apes are stronger together -- is that the prospect for a short squeeze on AMC is pretty poor. Between the end of May and the end of June, New York Stock Exchange-reported data shows that shares held short declined from 102.3 million to approximately 75.5 million... and the price of AMC fell!\nShort sellers have to feel trapped in their positions for a squeeze to occur, and that's simply not happening with short interest on the decline and the short ratio (also known as \"days to cover\") well below one. There's not a data point more closely followed by AMC shareholders than its short interest.\nWhat isn't being paid attention to, but is far more damaging to AMC and its shareholders, is the absolute rout in some of the company's bonds over the past two weeks.\n\nImage source: Getty Images.\nThe action in AMC's bonds suggests bankruptcy is a growing possibility\nTo be upfront, AMC has issued a lot of debt, with a variety of interest rates and maturity dates. The vast majority of the company's debt that would need to be paid off in the near term isn't of concern to Wall Street. That's because AMC has in the neighborhood of $2.2 billion in cash and cash equivalents after multiple cash raises, albeit this figure doesn't take into account its cash outflow in the second quarter, after burning through almost $325 million in the first quarter.\nWhere trouble begins arising is if you look out to the company's bonds with maturity dates in 2026 and 2027. When bonds are issued, they're almost always priced at face value (100, or 100% of the face value of the bond). AMC's 2026 and 2027 bonds are nowhere close to face value anymore.\nA bond offering of $595 million with a maturity date of Nov. 15, 2026 had been as high as 76.19 (about 76% of face value) on June 21. That same bond now goes for 54.63 (below 55% of face value), as of July 20.\nWant another example? A $475 million debt offering with a May 15, 2027 maturity date was as high as 78.48 on June 23. However, it's been plummeting since July 6, with the July 20 bond price closing at 53.77.\n\nImage source: Getty Images.\nYou don't have to be a bond trader to read between the lines. With over $1 billion of AMC's debt trading at roughly one-half of par value, bondholders are clearly concerned the company won't have the capital to meet its debt obligations.\nAnd make no mistake about it, bondholders have every right to be concerned. AMC's apes have done everything in their power to deny AMC CEO Adam Aron the ability to sell stock in order to raise capital. What capital raises Aron did push through were done without having to get the approval of the company's retail investors. However, with AMC effectively maxed out on the share issuance front, it'll be forced to repay over $5.4 billion in debt entirely with cash, rather than stock. Considering the company is burning cash at an extraordinary rate, the math to avoid bankruptcy doesn't add up -- and apes simply don't get it.\nAMC bulls and bears can argue all day about the company, but the bond market speaks the truth about where AMC is headed.\n\nImage source: Getty Images.\nAnd don't forget the misinformation campaign...\nIf the truth isn't enough to persuade you of how awful an investment AMC is, perhaps surveying the mountain of myths and misinformation spread by its retail following will demonstrate how desperate this group is to artificially manipulate the company's share price.\nFor example, AMC's retail cohort constantly asserts that a large number of naked short shares exist. They also believe that failure to delivers (FTDs) are endemic of naked short-selling, and that dark pool trading represents nefarious activity. Naturally, none of these assertions can ever be substantiated, but that doesn't stop these folks from spreading inaccurate information on social media in an attempt to bring in new capital.\nWorking backwards, dark pool trading has no impact on supply and demand for retail trading. As for FTDs, clerical/administrative delays for high-volume stocks are common, as is human error and even buyer-based FTDs. And no naked short-selling campaign is ongoing if AMC's shares are available to short (and here's a hint: they've regularly been available). This entire thesis of alleged wrongdoing by apes is easily debunked.\nJust as ridiculous is the incorrect idea that hedge funds bankrupt companies. Businesses control their own destiny via their operating model and actions. A company's share price, including the buying and selling activity of that stock, doesn't determine if it's a success or not. Claiming short selling is the problem while completely ignoring the real reasons a company is struggling is yet another example of AMC's apes spreading false information online in an effort to rally support and fresh capital for their stock.\nWith apes unable to substantiate any of their claims and the bond market flashing big warning signs, my outlook for AMC remains unchanged: Bankruptcy is still very much on the table.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172457513,"gmtCreate":1626985475932,"gmtModify":1703481799433,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"shld buy now?","listText":"shld buy now?","text":"shld buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172457513","repostId":"1175825882","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176595655,"gmtCreate":1626905646177,"gmtModify":1703480146963,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>up up n like me thk","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>up up n like me thk","text":"$DiDi Global Inc.(DIDI)$up up n like me thk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176595655","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176596878,"gmtCreate":1626905434294,"gmtModify":1703480144511,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"up up","listText":"up up","text":"up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176596878","repostId":"1109551881","repostType":4,"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176596304,"gmtCreate":1626905411408,"gmtModify":1703480143521,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"will still up?","listText":"will still up?","text":"will still up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176596304","repostId":"1109551881","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581985274026406","authorId":"3581985274026406","name":"Skai","avatar":"https://community-static.tradeup.com/news/895ee4bbfa814435328502a50bbee0a7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581985274026406","authorIdStr":"3581985274026406"},"content":"Of course. The shorts have not started covering.","text":"Of course. The shorts have not started covering.","html":"Of course. The shorts have not started covering."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178684738,"gmtCreate":1626817809524,"gmtModify":1703765612209,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178684738","repostId":"2152657163","repostType":4,"repost":{"id":"2152657163","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626795120,"share":"https://ttm.financial/m/news/2152657163?lang=&edition=fundamental","pubTime":"2021-07-20 23:32","market":"hk","language":"en","title":"AMC to reopen two of the top-grossing movie theaters in Los Angeles","url":"https://stock-news.laohu8.com/highlight/detail?id=2152657163","media":"Dow Jones","summary":"Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n\nAMC jumped ","content":"<blockquote>\n Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n</blockquote>\n<p><b>AMC</b><b> jumped nearly 9% in morning trading.</b></p>\n<p><img src=\"https://static.tigerbbs.com/39be46abc677a91e48d845a873557c43\" tg-width=\"824\" tg-height=\"609\" width=\"100%\" height=\"auto\"></p>\n<p>AMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.</p>\n<p>AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.</p>\n<p>The two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.</p>\n<p>AMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.</p>\n<p>In 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.</p>\n<p>AMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"</p>\n<p>\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"</p>\n<p>AMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.</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>AMC to reopen two of the top-grossing movie theaters in Los Angeles</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 to reopen two of the top-grossing movie theaters in Los Angeles\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-20 23:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n</blockquote>\n<p><b>AMC</b><b> jumped nearly 9% in morning trading.</b></p>\n<p><img src=\"https://static.tigerbbs.com/39be46abc677a91e48d845a873557c43\" tg-width=\"824\" tg-height=\"609\" width=\"100%\" height=\"auto\"></p>\n<p>AMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.</p>\n<p>AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.</p>\n<p>The two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.</p>\n<p>AMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.</p>\n<p>In 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.</p>\n<p>AMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"</p>\n<p>\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"</p>\n<p>AMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152657163","content_text":"Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n\nAMC jumped nearly 9% in morning trading.\n\nAMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.\nAMC $(AMC)$ said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.\nThe two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.\nAMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.\nIn 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.\nAMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"\n\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"\nAMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173826335,"gmtCreate":1626653797927,"gmtModify":1703762664594,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173826335","repostId":"2152687768","repostType":4,"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173389802,"gmtCreate":1626616812606,"gmtModify":1703762357656,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>will it up","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>will it up","text":"$DiDi Global Inc.(DIDI)$will it up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173389802","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173380467,"gmtCreate":1626616752060,"gmtModify":1703762356516,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"onla","listText":"onla","text":"onla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173380467","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","pubTimestamp":1626488760,"share":"https://ttm.financial/m/news/2152168594?lang=&edition=fundamental","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Next Stop, $175?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8 <a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173380616,"gmtCreate":1626616702435,"gmtModify":1703762356030,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"y nvr up ","listText":"y nvr up ","text":"y nvr up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173380616","repostId":"2152811496","repostType":4,"repost":{"id":"2152811496","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626548760,"share":"https://ttm.financial/m/news/2152811496?lang=&edition=fundamental","pubTime":"2021-07-18 03:06","market":"hk","language":"en","title":"Pfizer is making the case for COVID-19 booster shots. Fauci say we don't need a third dose yet. Who's right?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152811496","media":"Dow Jones","summary":"'I think people are hesitant to support booster dosing because at least for now it's unnecessary,' s","content":"<p>'I think people are hesitant to support booster dosing because at least for now it's unnecessary,' said Dr. Paul Offit, a vaccine expert</p>\n<p>A very public regulatory debate about COVID-19 booster shots has seemingly put Pfizer at odds with federal health officials who say it's not necessary to get another shot at this time.</p>\n<p>Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> last week reiterated plans to seek emergency authorization that tied waning protection from its vaccine to the more transmissible delta variant. The drug maker also said it's developing a booster specifically targeting delta, which is now thought to be the dominant strain of the virus in the U.S.</p>\n<p>Health officials and medical experts, on the other hand, continue to say there is no scientific case for COVID-19 boosters right now.</p>\n<p>\"I think people are hesitant to support booster dosing because at least for now it's unnecessary,\" Dr. Paul Offit, director of the Vaccine Education Center at Children's Hospital of Philadelphia, told MarketWatch in an email.</p>\n<p>Dr. Anthony Fauci, chief medical adviser to President Joe Biden, on Sunday told CNN on Thursday saying something similar.</p>\n<p>And, in an email sent Friday afternoon and viewed by MarketWatch, National Institutes of Health director Dr. Francis Collins told staff that \"Pfizer seems to have gotten way out over their skis here,\" indicating that the company may be getting ahead of itself when it comes to boosters.</p>\n<p>But if the science evolves and it indicates that boosters are needed, that's going to present a new set of communication challenges for the Biden administration.</p>\n<p>\"It's distracting if people are getting an impression from statements from companies that they need\" to get a booster, said Dr. Lynn Goldman, an epidemiologist and dean of the Milken Institute School of Public Health at George Washington University. \"We're still trying to get people to immunize in the first place.\"</p>\n<p>The vaccination rate in the U.S. has flatlined at 48% . Telling people they need to get a third shot down line could lead to confusion, frustration, or an even more firm \"no\" from the hesitant.</p>\n<p>\"When you have so many Americans that are hesitant to get vaccinated, articulating to them that, 'Hey, the initial vaccines aren't going to be enough forever, and you're going to have to do this on a regular occurrence,' could make them more skeptical of the vaccines and less willing to get vaccinated initially,\" said Chris Meekins, a health policy analyst at Raymond James.</p>\n<p>The case for boosters is complicated</p>\n<p>Many public-health experts have said they expect booster doses will be necessary as immunity wanes and new variants emerge. However, much of that need is going to be based on when protection begins to diminish and in whom.</p>\n<p>Some experts believe booster shots will only be recommended for certain vulnerable segments of the population, like the elderly or people who are immunocompromised, and not for generally healthy Americans who want to reinforce the level of protection they already have. An influential CDC committee is expected to meet July 22 to discuss whether immunocompromised people need a booster shot.</p>\n<p>\"We believe the likely upcoming spike in cases and deaths may tip the balance\" in favor of boosters, RBC Capital Markets analyst Brian Abrahams told investors this week. \"Should a targeted booster approach be taken, we believe this provides evidence that immunosuppressed individuals and those with co-morbidities should be among the first dosed.\"</p>\n<p>This discussion is already playing out in other countries.</p>\n<p>A group of French doctors published a letter , outlining who can get a third shot depending on age, health status, and profession. Israel is now offering third doses to the immunocompromised.</p>\n<p>In the U.S., vaccine makers face a specific set of obstacles. One has to do with ensuring supply at a time when the authorized vaccines developed by Johnson & Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a>, Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, and Pfizer are still bound by the requirements of the Defense Production Act, which can require companies based here to give priority to the U.S. during the public-health emergency.</p>\n<p>\"It looks like the pharmaceutical company is at odds with our federal health officials,\" said Dr. Leana Wen, an emergency room physician, \"when, actually, this is a matter of the pharmaceutical companies wanting to be prepared, wanting to have the boosters available, if and when they're needed.\"</p>\n<p>Moderna is studying booster doses, too. It announced a new deal in June with the U.S. for 200 million doses, \"which could be used for primary vaccination, including of children, or possibly as a booster if that becomes necessary to continue to defeat the pandemic,\" Moderna CEO Stéphane Bancel said in a news release. The company has signed agreements that could include booster shots with Argentina, Europe, Saudi Arabia, and Switzerland.</p>\n<p>Pfizer has not announced any deals that include boosters with the U.S.</p>\n<p>\"I think the company believes that it can garner public opinion to support a booster over people's fear of the most recent delta variant and are capitalizing on that opportunity to try to force the government in the direction they want it to go,\" Meekins said.</p>\n<p>How long does immunity from vaccines last?</p>\n<p>In a nutshell: We don't know. There are a still a number of unanswered questions about the \"durability\" of immunity.</p>\n<p>These include: What is the level of neutralizing antibody titers that still provide protection? Will T-cell response provide immunity if antibodies wane? When will we have a test that assesses antibody levels? When will the FDA establish a \"correlate\" of protection? Will only the most vulnerable people need a boost?</p>\n<p>To further complicate things, this is the first time we've had a vaccine for a coronavirus and the first time that mRNA shots have ever been deployed. Those factors create additional unknowns. And so without answers to some or all of these questions, we are largely stuck guessing.</p>\n<p>\"We basically are operating, in my view, in a fact-free zone,\" Goldman said. \"I don't think it at all irrational to get a EUA for boosters right now. I see the rationale. How we talk about it is a different issue.\"</p>\n<p>Pfizer recently said that immunity provided by its COVID-19 vaccine can wane six to 12 months after full vaccination; other officials believe the length of immunity is close to the tail end of that estimate, including the FDA's Dr. Peter Marks, who suggested in May that it's closer to at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> year of protection.</p>\n<p>\"It's very unlikely that immunity is just going to fall off a cliff at some point,\" Wen said. \"More likely, you're going to see a gradual waning over time...And so I think that is part of the difficulty in translating these complicated messages to sound bites for the general public.\"</p>\n<p>See now:WHO head slams countries for ordering millions of COVID booster shots, when much of the world has not even vaccinated the most vulnerable</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>Pfizer is making the case for COVID-19 booster shots. Fauci say we don't need a third dose yet. Who's right?</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\">\nPfizer is making the case for COVID-19 booster shots. Fauci say we don't need a third dose yet. Who's right?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-18 03:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>'I think people are hesitant to support booster dosing because at least for now it's unnecessary,' said Dr. Paul Offit, a vaccine expert</p>\n<p>A very public regulatory debate about COVID-19 booster shots has seemingly put Pfizer at odds with federal health officials who say it's not necessary to get another shot at this time.</p>\n<p>Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> last week reiterated plans to seek emergency authorization that tied waning protection from its vaccine to the more transmissible delta variant. The drug maker also said it's developing a booster specifically targeting delta, which is now thought to be the dominant strain of the virus in the U.S.</p>\n<p>Health officials and medical experts, on the other hand, continue to say there is no scientific case for COVID-19 boosters right now.</p>\n<p>\"I think people are hesitant to support booster dosing because at least for now it's unnecessary,\" Dr. Paul Offit, director of the Vaccine Education Center at Children's Hospital of Philadelphia, told MarketWatch in an email.</p>\n<p>Dr. Anthony Fauci, chief medical adviser to President Joe Biden, on Sunday told CNN on Thursday saying something similar.</p>\n<p>And, in an email sent Friday afternoon and viewed by MarketWatch, National Institutes of Health director Dr. Francis Collins told staff that \"Pfizer seems to have gotten way out over their skis here,\" indicating that the company may be getting ahead of itself when it comes to boosters.</p>\n<p>But if the science evolves and it indicates that boosters are needed, that's going to present a new set of communication challenges for the Biden administration.</p>\n<p>\"It's distracting if people are getting an impression from statements from companies that they need\" to get a booster, said Dr. Lynn Goldman, an epidemiologist and dean of the Milken Institute School of Public Health at George Washington University. \"We're still trying to get people to immunize in the first place.\"</p>\n<p>The vaccination rate in the U.S. has flatlined at 48% . Telling people they need to get a third shot down line could lead to confusion, frustration, or an even more firm \"no\" from the hesitant.</p>\n<p>\"When you have so many Americans that are hesitant to get vaccinated, articulating to them that, 'Hey, the initial vaccines aren't going to be enough forever, and you're going to have to do this on a regular occurrence,' could make them more skeptical of the vaccines and less willing to get vaccinated initially,\" said Chris Meekins, a health policy analyst at Raymond James.</p>\n<p>The case for boosters is complicated</p>\n<p>Many public-health experts have said they expect booster doses will be necessary as immunity wanes and new variants emerge. However, much of that need is going to be based on when protection begins to diminish and in whom.</p>\n<p>Some experts believe booster shots will only be recommended for certain vulnerable segments of the population, like the elderly or people who are immunocompromised, and not for generally healthy Americans who want to reinforce the level of protection they already have. An influential CDC committee is expected to meet July 22 to discuss whether immunocompromised people need a booster shot.</p>\n<p>\"We believe the likely upcoming spike in cases and deaths may tip the balance\" in favor of boosters, RBC Capital Markets analyst Brian Abrahams told investors this week. \"Should a targeted booster approach be taken, we believe this provides evidence that immunosuppressed individuals and those with co-morbidities should be among the first dosed.\"</p>\n<p>This discussion is already playing out in other countries.</p>\n<p>A group of French doctors published a letter , outlining who can get a third shot depending on age, health status, and profession. Israel is now offering third doses to the immunocompromised.</p>\n<p>In the U.S., vaccine makers face a specific set of obstacles. One has to do with ensuring supply at a time when the authorized vaccines developed by Johnson & Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a>, Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, and Pfizer are still bound by the requirements of the Defense Production Act, which can require companies based here to give priority to the U.S. during the public-health emergency.</p>\n<p>\"It looks like the pharmaceutical company is at odds with our federal health officials,\" said Dr. Leana Wen, an emergency room physician, \"when, actually, this is a matter of the pharmaceutical companies wanting to be prepared, wanting to have the boosters available, if and when they're needed.\"</p>\n<p>Moderna is studying booster doses, too. It announced a new deal in June with the U.S. for 200 million doses, \"which could be used for primary vaccination, including of children, or possibly as a booster if that becomes necessary to continue to defeat the pandemic,\" Moderna CEO Stéphane Bancel said in a news release. The company has signed agreements that could include booster shots with Argentina, Europe, Saudi Arabia, and Switzerland.</p>\n<p>Pfizer has not announced any deals that include boosters with the U.S.</p>\n<p>\"I think the company believes that it can garner public opinion to support a booster over people's fear of the most recent delta variant and are capitalizing on that opportunity to try to force the government in the direction they want it to go,\" Meekins said.</p>\n<p>How long does immunity from vaccines last?</p>\n<p>In a nutshell: We don't know. There are a still a number of unanswered questions about the \"durability\" of immunity.</p>\n<p>These include: What is the level of neutralizing antibody titers that still provide protection? Will T-cell response provide immunity if antibodies wane? When will we have a test that assesses antibody levels? When will the FDA establish a \"correlate\" of protection? Will only the most vulnerable people need a boost?</p>\n<p>To further complicate things, this is the first time we've had a vaccine for a coronavirus and the first time that mRNA shots have ever been deployed. Those factors create additional unknowns. And so without answers to some or all of these questions, we are largely stuck guessing.</p>\n<p>\"We basically are operating, in my view, in a fact-free zone,\" Goldman said. \"I don't think it at all irrational to get a EUA for boosters right now. I see the rationale. How we talk about it is a different issue.\"</p>\n<p>Pfizer recently said that immunity provided by its COVID-19 vaccine can wane six to 12 months after full vaccination; other officials believe the length of immunity is close to the tail end of that estimate, including the FDA's Dr. Peter Marks, who suggested in May that it's closer to at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> year of protection.</p>\n<p>\"It's very unlikely that immunity is just going to fall off a cliff at some point,\" Wen said. \"More likely, you're going to see a gradual waning over time...And so I think that is part of the difficulty in translating these complicated messages to sound bites for the general public.\"</p>\n<p>See now:WHO head slams countries for ordering millions of COVID booster shots, when much of the world has not even vaccinated the most vulnerable</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","MRNA":"Moderna, Inc.","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152811496","content_text":"'I think people are hesitant to support booster dosing because at least for now it's unnecessary,' said Dr. Paul Offit, a vaccine expert\nA very public regulatory debate about COVID-19 booster shots has seemingly put Pfizer at odds with federal health officials who say it's not necessary to get another shot at this time.\nPfizer $(PFE)$ last week reiterated plans to seek emergency authorization that tied waning protection from its vaccine to the more transmissible delta variant. The drug maker also said it's developing a booster specifically targeting delta, which is now thought to be the dominant strain of the virus in the U.S.\nHealth officials and medical experts, on the other hand, continue to say there is no scientific case for COVID-19 boosters right now.\n\"I think people are hesitant to support booster dosing because at least for now it's unnecessary,\" Dr. Paul Offit, director of the Vaccine Education Center at Children's Hospital of Philadelphia, told MarketWatch in an email.\nDr. Anthony Fauci, chief medical adviser to President Joe Biden, on Sunday told CNN on Thursday saying something similar.\nAnd, in an email sent Friday afternoon and viewed by MarketWatch, National Institutes of Health director Dr. Francis Collins told staff that \"Pfizer seems to have gotten way out over their skis here,\" indicating that the company may be getting ahead of itself when it comes to boosters.\nBut if the science evolves and it indicates that boosters are needed, that's going to present a new set of communication challenges for the Biden administration.\n\"It's distracting if people are getting an impression from statements from companies that they need\" to get a booster, said Dr. Lynn Goldman, an epidemiologist and dean of the Milken Institute School of Public Health at George Washington University. \"We're still trying to get people to immunize in the first place.\"\nThe vaccination rate in the U.S. has flatlined at 48% . Telling people they need to get a third shot down line could lead to confusion, frustration, or an even more firm \"no\" from the hesitant.\n\"When you have so many Americans that are hesitant to get vaccinated, articulating to them that, 'Hey, the initial vaccines aren't going to be enough forever, and you're going to have to do this on a regular occurrence,' could make them more skeptical of the vaccines and less willing to get vaccinated initially,\" said Chris Meekins, a health policy analyst at Raymond James.\nThe case for boosters is complicated\nMany public-health experts have said they expect booster doses will be necessary as immunity wanes and new variants emerge. However, much of that need is going to be based on when protection begins to diminish and in whom.\nSome experts believe booster shots will only be recommended for certain vulnerable segments of the population, like the elderly or people who are immunocompromised, and not for generally healthy Americans who want to reinforce the level of protection they already have. An influential CDC committee is expected to meet July 22 to discuss whether immunocompromised people need a booster shot.\n\"We believe the likely upcoming spike in cases and deaths may tip the balance\" in favor of boosters, RBC Capital Markets analyst Brian Abrahams told investors this week. \"Should a targeted booster approach be taken, we believe this provides evidence that immunosuppressed individuals and those with co-morbidities should be among the first dosed.\"\nThis discussion is already playing out in other countries.\nA group of French doctors published a letter , outlining who can get a third shot depending on age, health status, and profession. Israel is now offering third doses to the immunocompromised.\nIn the U.S., vaccine makers face a specific set of obstacles. One has to do with ensuring supply at a time when the authorized vaccines developed by Johnson & Johnson $(JNJ)$, Moderna $(MRNA)$, and Pfizer are still bound by the requirements of the Defense Production Act, which can require companies based here to give priority to the U.S. during the public-health emergency.\n\"It looks like the pharmaceutical company is at odds with our federal health officials,\" said Dr. Leana Wen, an emergency room physician, \"when, actually, this is a matter of the pharmaceutical companies wanting to be prepared, wanting to have the boosters available, if and when they're needed.\"\nModerna is studying booster doses, too. It announced a new deal in June with the U.S. for 200 million doses, \"which could be used for primary vaccination, including of children, or possibly as a booster if that becomes necessary to continue to defeat the pandemic,\" Moderna CEO Stéphane Bancel said in a news release. The company has signed agreements that could include booster shots with Argentina, Europe, Saudi Arabia, and Switzerland.\nPfizer has not announced any deals that include boosters with the U.S.\n\"I think the company believes that it can garner public opinion to support a booster over people's fear of the most recent delta variant and are capitalizing on that opportunity to try to force the government in the direction they want it to go,\" Meekins said.\nHow long does immunity from vaccines last?\nIn a nutshell: We don't know. There are a still a number of unanswered questions about the \"durability\" of immunity.\nThese include: What is the level of neutralizing antibody titers that still provide protection? Will T-cell response provide immunity if antibodies wane? When will we have a test that assesses antibody levels? When will the FDA establish a \"correlate\" of protection? Will only the most vulnerable people need a boost?\nTo further complicate things, this is the first time we've had a vaccine for a coronavirus and the first time that mRNA shots have ever been deployed. Those factors create additional unknowns. And so without answers to some or all of these questions, we are largely stuck guessing.\n\"We basically are operating, in my view, in a fact-free zone,\" Goldman said. \"I don't think it at all irrational to get a EUA for boosters right now. I see the rationale. How we talk about it is a different issue.\"\nPfizer recently said that immunity provided by its COVID-19 vaccine can wane six to 12 months after full vaccination; other officials believe the length of immunity is close to the tail end of that estimate, including the FDA's Dr. Peter Marks, who suggested in May that it's closer to at least one year of protection.\n\"It's very unlikely that immunity is just going to fall off a cliff at some point,\" Wen said. \"More likely, you're going to see a gradual waning over time...And so I think that is part of the difficulty in translating these complicated messages to sound bites for the general public.\"\nSee now:WHO head slams countries for ordering millions of COVID booster shots, when much of the world has not even vaccinated the most vulnerable","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173380173,"gmtCreate":1626616675692,"gmtModify":1703762355868,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"up up up","listText":"up up up","text":"up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173380173","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":169062830,"gmtCreate":1623809501620,"gmtModify":1703820134618,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"like me tks","listText":"like me tks","text":"like me tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/169062830","repostId":"1191543581","repostType":4,"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813812087,"gmtCreate":1630168540349,"gmtModify":1676530237558,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/813812087","repostId":"2162024053","repostType":4,"repost":{"id":"2162024053","pubTimestamp":1630110600,"share":"https://ttm.financial/m/news/2162024053?lang=&edition=fundamental","pubTime":"2021-08-28 08:30","market":"us","language":"en","title":"Got $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2162024053","media":"Motley Fool","summary":"A stronger pace of growth in the future, thanks to solid demand, could send this tech stock's price much higher.","content":"<p><b>Applied Materials</b> (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the back of terrific growth in revenue and earnings. What's more, Applied's guidance turned out to be strong as well, fueled by the massive growth in semiconductor investments across the globe as chipmakers are scrambling to meet huge end-market demand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<p>It's worth noting that Applied Materials stock is now trading at a cheaper valuation than it was before the quarterly report came out, thanks to the terrific earnings growth. Its price-to-earnings (P/E) ratio is just 23, while the forward earnings multiple of 17 indicates that more bottom-line growth is in the cards. These multiples are lower than the <b>S&P 500 Index</b>'s trailing P/E of 31 and forward P/E of 22.</p>\n<p>That means there's a golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation, and they shouldn't miss out. Let's look at some reasons.</p>\n<h2>Applied Materials is now growing at a blistering pace</h2>\n<p>A $1,000 investment in Applied Materials stock a decade ago would be worth almost $12,000 now:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81e0104d17e81fcbfbe06af299b88f05\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>AMAT data by YCharts.</span></p>\n<p>However, as the chart above shows, the company's top and bottom lines haven't exactly grown at a blistering pace over the past 10 years. Its revenue just about doubled, while earnings growth hasn't been eye-popping either, considering the pace at which the broader market's bottom line has increased. Also, as the chart indicates, most of Applied Materials' gains arrived in the past year and a half, after it became evident that the company's offerings would remain in hot demand amid a global semiconductor shortage that has disrupted several industries.</p>\n<p>Not surprisingly, Applied Materials' revenue and earnings have been growing at a much faster pace when compared to its average annual growth in the past 10 years. The company delivered record quarterly revenue of $6.2 billion in Q3, up 41% year over year. It also clocked a record (adjusted) operating margin of 32.7%, a jump of 6.3 percentage points over the prior year.</p>\n<p>The terrific sales and margin growth led to record adjusted earnings of $1.90 per share, up 79% from the year-ago quarter. The results crushed the expectations of analysts who'd been looking for $1.77 per share in earnings on $5.94 billion in revenue.</p>\n<p>Applied Materials' guidance was the icing on the cake. The company expects, at the midpoint of its guidance range, to earn $1.94 per share this quarter on revenue of $6.33 billion. Wall Street had set the bar lower; analysts were expecting just $1.81 in earnings per share on $6.04 billion in revenue. The midpoint of the guidance indicates that Applied is anticipating 35% year-over-year revenue growth this quarter, while non-GAAP (adjusted) earnings could increase 55%.</p>\n<p>The impressive guidance is a clue that Applied Materials has switched into a higher gear, and it's unlikely to step off the gas given the massive end-market opportunity at hand. In fact, it wouldn't be surprising to see its growth over the next decade significantly outpacing the rate at which it's grown in the past 10 years, helping the stock to fly higher once again.</p>\n<h2>Sustainable growth drivers can help the stock soar</h2>\n<p>Applied Materials supplies chip fabrication equipment, services, and software to semiconductor manufacturers. Its largest source of revenue is the semiconductor systems business, through which Applied develops, manufactures, and sells semiconductor fabrication equipment. This segment produced nearly 72% of the company's total revenue last quarter and recorded 53% year-over-year growth.</p>\n<p>Within the semiconductor systems business, the foundry/logic vertical occupied the largest share with 63% of total revenue, up from 55% in the year-ago quarter. The foundry business is built for long-term growth, as chipmakers across the globe are ramping up capacity. For instance, global semiconductor capital spending stood at an estimated $29.4 billion in 2010, according to <b>Gartner</b>. Last year, that number had ballooned to $106.9 billion.</p>\n<p>Gartner estimates that global semiconductor spending will rise to $141.9 billion this year. Spending on semiconductor equipment can keep moving higher in the coming years on the back of a huge jump in chip demand.</p>\n<p>Applied Materials points out that the semiconductor industry took 40 years to achieve its first $200 billion in revenue; from 2000 to 2017, the industry added the next $200 billion. An additional $200 billion of revenue is expected by 2024, over a shorter span of just seven years. What's more, the semiconductor industry's revenue is anticipated to increase a whopping $400 billion from 2025 to 2030, hitting $1 trillion at the end of the forecast period.</p>\n<p>Chipmakers will need to buy new equipment or upgrade their existing setups to cater to this massive increase in semiconductor demand, which will be driven by several verticals including automotive, networking, and industrial. Discussing \"PPACt\" (chip power efficiency, performance, area, cost, and time to market), Applied Materials CEO Gary Dickerson said on the Q3 earnings call that the company is on track to take advantage of these tailwinds and outperform the broader market:</p>\n<blockquote>\n As we look ahead, we are confident that the strength of longer-term secular trends will drive semiconductor and wafer fab equipment markets structurally higher. And we believe Applied is in the best position to accelerate our customers' PPACt roadmaps, and grow significantly faster than our markets.\n</blockquote>\n<p>All of this indicates that Applied Materials is in a solid position to deliver more upside. Analysts expect the company's earnings to clock a compound annual growth rate (CAGR) of nearly 25% for the next five years. At its current valuation, buying this tech stock is a no-brainer.</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>Got $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again</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\">\nGot $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:30 GMT+8 <a href=https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applied Materials (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料"},"source_url":"https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162024053","content_text":"Applied Materials (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the back of terrific growth in revenue and earnings. What's more, Applied's guidance turned out to be strong as well, fueled by the massive growth in semiconductor investments across the globe as chipmakers are scrambling to meet huge end-market demand.\nImage source: Getty Images.\nIt's worth noting that Applied Materials stock is now trading at a cheaper valuation than it was before the quarterly report came out, thanks to the terrific earnings growth. Its price-to-earnings (P/E) ratio is just 23, while the forward earnings multiple of 17 indicates that more bottom-line growth is in the cards. These multiples are lower than the S&P 500 Index's trailing P/E of 31 and forward P/E of 22.\nThat means there's a golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation, and they shouldn't miss out. Let's look at some reasons.\nApplied Materials is now growing at a blistering pace\nA $1,000 investment in Applied Materials stock a decade ago would be worth almost $12,000 now:\nAMAT data by YCharts.\nHowever, as the chart above shows, the company's top and bottom lines haven't exactly grown at a blistering pace over the past 10 years. Its revenue just about doubled, while earnings growth hasn't been eye-popping either, considering the pace at which the broader market's bottom line has increased. Also, as the chart indicates, most of Applied Materials' gains arrived in the past year and a half, after it became evident that the company's offerings would remain in hot demand amid a global semiconductor shortage that has disrupted several industries.\nNot surprisingly, Applied Materials' revenue and earnings have been growing at a much faster pace when compared to its average annual growth in the past 10 years. The company delivered record quarterly revenue of $6.2 billion in Q3, up 41% year over year. It also clocked a record (adjusted) operating margin of 32.7%, a jump of 6.3 percentage points over the prior year.\nThe terrific sales and margin growth led to record adjusted earnings of $1.90 per share, up 79% from the year-ago quarter. The results crushed the expectations of analysts who'd been looking for $1.77 per share in earnings on $5.94 billion in revenue.\nApplied Materials' guidance was the icing on the cake. The company expects, at the midpoint of its guidance range, to earn $1.94 per share this quarter on revenue of $6.33 billion. Wall Street had set the bar lower; analysts were expecting just $1.81 in earnings per share on $6.04 billion in revenue. The midpoint of the guidance indicates that Applied is anticipating 35% year-over-year revenue growth this quarter, while non-GAAP (adjusted) earnings could increase 55%.\nThe impressive guidance is a clue that Applied Materials has switched into a higher gear, and it's unlikely to step off the gas given the massive end-market opportunity at hand. In fact, it wouldn't be surprising to see its growth over the next decade significantly outpacing the rate at which it's grown in the past 10 years, helping the stock to fly higher once again.\nSustainable growth drivers can help the stock soar\nApplied Materials supplies chip fabrication equipment, services, and software to semiconductor manufacturers. Its largest source of revenue is the semiconductor systems business, through which Applied develops, manufactures, and sells semiconductor fabrication equipment. This segment produced nearly 72% of the company's total revenue last quarter and recorded 53% year-over-year growth.\nWithin the semiconductor systems business, the foundry/logic vertical occupied the largest share with 63% of total revenue, up from 55% in the year-ago quarter. The foundry business is built for long-term growth, as chipmakers across the globe are ramping up capacity. For instance, global semiconductor capital spending stood at an estimated $29.4 billion in 2010, according to Gartner. Last year, that number had ballooned to $106.9 billion.\nGartner estimates that global semiconductor spending will rise to $141.9 billion this year. Spending on semiconductor equipment can keep moving higher in the coming years on the back of a huge jump in chip demand.\nApplied Materials points out that the semiconductor industry took 40 years to achieve its first $200 billion in revenue; from 2000 to 2017, the industry added the next $200 billion. An additional $200 billion of revenue is expected by 2024, over a shorter span of just seven years. What's more, the semiconductor industry's revenue is anticipated to increase a whopping $400 billion from 2025 to 2030, hitting $1 trillion at the end of the forecast period.\nChipmakers will need to buy new equipment or upgrade their existing setups to cater to this massive increase in semiconductor demand, which will be driven by several verticals including automotive, networking, and industrial. Discussing \"PPACt\" (chip power efficiency, performance, area, cost, and time to market), Applied Materials CEO Gary Dickerson said on the Q3 earnings call that the company is on track to take advantage of these tailwinds and outperform the broader market:\n\n As we look ahead, we are confident that the strength of longer-term secular trends will drive semiconductor and wafer fab equipment markets structurally higher. And we believe Applied is in the best position to accelerate our customers' PPACt roadmaps, and grow significantly faster than our markets.\n\nAll of this indicates that Applied Materials is in a solid position to deliver more upside. Analysts expect the company's earnings to clock a compound annual growth rate (CAGR) of nearly 25% for the next five years. At its current valuation, buying this tech stock is a no-brainer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838932279,"gmtCreate":1629363822391,"gmtModify":1676530016259,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"please like me tks","listText":"please like me tks","text":"please like me tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838932279","repostId":"315062499","repostType":1,"repost":{"id":315062499,"gmtCreate":1612190551711,"gmtModify":1704868015736,"author":{"id":"3507927418932492","authorId":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3507927418932492","authorIdStr":"3507927418932492"},"themes":[],"htmlText":"這裏是扯個犢子,十分期待您的關注,我將竭誠爲您提供優質且正經的扯犢子服務。扯犢子的範圍包括:1. 對公司內在價值的客觀分析與個人見解;2. 對於投資的思考感悟;3. (視情況而定)其他類型的扯犢子。不包括:1. 誘導購買任何股票或其他投資產品;2. 其他可能有損於您利益的任何活動。保持每週1-2更,每篇保證不短不長,有趣有料!","listText":"這裏是扯個犢子,十分期待您的關注,我將竭誠爲您提供優質且正經的扯犢子服務。扯犢子的範圍包括:1. 對公司內在價值的客觀分析與個人見解;2. 對於投資的思考感悟;3. (視情況而定)其他類型的扯犢子。不包括:1. 誘導購買任何股票或其他投資產品;2. 其他可能有損於您利益的任何活動。保持每週1-2更,每篇保證不短不長,有趣有料!","text":"這裏是扯個犢子,十分期待您的關注,我將竭誠爲您提供優質且正經的扯犢子服務。扯犢子的範圍包括:1. 對公司內在價值的客觀分析與個人見解;2. 對於投資的思考感悟;3. (視情況而定)其他類型的扯犢子。不包括:1. 誘導購買任何股票或其他投資產品;2. 其他可能有損於您利益的任何活動。保持每週1-2更,每篇保證不短不長,有趣有料!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315062499","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178684738,"gmtCreate":1626817809524,"gmtModify":1703765612209,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178684738","repostId":"2152657163","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120424125,"gmtCreate":1624333618667,"gmtModify":1703833771618,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"up like rockets","listText":"up like rockets","text":"up like rockets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120424125","repostId":"1116451605","repostType":4,"repost":{"id":"1116451605","pubTimestamp":1624332973,"share":"https://ttm.financial/m/news/1116451605?lang=&edition=fundamental","pubTime":"2021-06-22 11:36","market":"us","language":"en","title":"Inflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein says","url":"https://stock-news.laohu8.com/highlight/detail?id=1116451605","media":"cnbc","summary":"Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which nam","content":"<div>\n<p>Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which named the best stocks to ride out this trend.\nThe bank said that inflation, and the potential for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-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>Inflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein 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\">\nInflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 11:36 GMT+8 <a href=https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which named the best stocks to ride out this trend.\nThe bank said that inflation, and the potential for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","PEP":"百事可乐","HD":"家得宝"},"source_url":"https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1116451605","content_text":"Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which named the best stocks to ride out this trend.\nThe bank said that inflation, and the potential for higher inflation, reflect “the single most important narrative” driving markets and investor concerns this year.\nIt’s already impacted environmental, social and governance (ESG) stocks in a big way. Clean energy stocks are down roughly 20% this year on an absolute basis, while energy, commodities, defense and tobacco stocks have all outperformed. This sharp contrast comes despite flows into ESG funds continuing at a record pace.\nRising prices will likely continue to pose a significant challenge for ESG funds in particular, Bernstein said, but added that there are a number of ways for these investors to lower their risk exposure.\nIn a note published June 10, Bernstein screened for ESG stocks in the U.S., Europe and Asia that are best positioned for rising inflation.\nBernstein screened for the stocks by considering three ways that sustainable investors could brace for a rising inflationary environment:\n1. Seeking out high-scoring ESG stocks that are positively exposed to rising bond yields.\n2. Investing in high-scoring ESG stocks which have robust pricing power.\n3. Identifying companies that have increased exposure to the energy, commodities and financials sectors.\nIn considering stocks that should be in an ESG portfolio, Bernstein recognized that investors may struggle to prioritize so-called “sin” stocks, such as energy and commodity companies, although these “value” stocks usually perform well when inflation and bond yields rise. Value stocks are seen as being underappreciated by the market.\nBernstein also highlighted that financials tend to be left on the sidelines by ESG investors, since measuring their environmental credentials can be tricky.\nU.S.\nThe analysts said that U.S. ESG funds are “not that well positioned” for inflation because they tend to be underweight on so-called value stocks. The bank did, however, single outState Street,LearandBank of New York Mellonamong its top picks of those positively exposed to rising bond yields. The three U.S. firms were found to score in the top quintile on “environment,” according to data from Sustainalytics, and had a positive correlation with U.S. 10-year bond yields over the past 12 months.\nHome Depot,Adobe,PepsiCo were named by Bernstein as being among the stocks with the highest pricing power and ESG scores.\nEurope\nESG funds in Europe were found to be particularly exposed to rising inflation and the bank said tighter constraints and regulations on sustainability made lowering inflation risk more difficult than in other regions.\nNonetheless,ING,EniandTotalEnergieswere picked out among the region’s high-scoring ESG stocks within industries that are positively exposed to rising bond yields.Neste,Norsk HydroandKingfisherwere all cited as top picks when it comes to strong pricing power and high ESG scores, the analysts at Bernstein said.\nAsia\nAsian ESG funds are better positioned than their counterparts in the U.S. and Europe, the bank said. This is likely to reflect the fact that ESG investing is still in an early stage in the region and many investors are predominantly focused on environmental issues rather than fully integrating social and governance considerations, the bank said.\nAmong the bank’s high-scoring “improver” stocks in the region that are positively exposed to rising U.S. bond yields areMelco Resorts,Trip.comandAdani Ports and Special Economic Zone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890000037,"gmtCreate":1628063843429,"gmtModify":1703500517645,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"just hold","listText":"just hold","text":"just hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/890000037","repostId":"1184998831","repostType":4,"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159777186,"gmtCreate":1624982740645,"gmtModify":1703849549639,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"agreed","listText":"agreed","text":"agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/159777186","repostId":"2147558864","repostType":2,"repost":{"id":"2147558864","pubTimestamp":1625035341,"share":"https://ttm.financial/m/news/2147558864?lang=&edition=fundamental","pubTime":"2021-06-30 14:42","market":"us","language":"en","title":"Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say","url":"https://stock-news.laohu8.com/highlight/detail?id=2147558864","media":"MarketWatch","summary":"Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.\n","content":"<p>Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c016bc1ae9557413b5f6cc887e878cfe\" tg-width=\"1260\" tg-height=\"797\" referrerpolicy=\"no-referrer\"><span>Tesla, led by CEO Elon Musk, remains the undisputed leader in electric-vehicles, but faces growing pressure on multiple fronts, UBS said.</span></p>\n<p>Tesla remains the world-leader in electric-vehicles but is under increasing pressure in China, with better opportunities emerging among other automakers for investors keen to play the growing trend, UBS said on Tuesday.</p>\n<p>Analysts at the Swiss bank <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> cut their price target on Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> stock by 10%, from $730 to $660, citing pressure in China, as well as delays to Tesla's self-driving product and launch of the Model Y in Europe.</p>\n<p>\"Our key concern shorter-term is that Tesla's demand momentum in China is slowing, and our checks on the ground suggest that BEVs [Battery Electric Vehicles] from domestic brands are gaining further ground vs. Tesla, which may trigger additional pricing action by Tesla and consequently lower gross margins,\" analyst Patrick Hummel said.</p>\n<p>\"The EV launches from competitors with high range, charging performance and attractive value-for-money, could continue to weigh on the value the market is willing to assign to Tesla's long-term growth,\" Hummel added.</p>\n<p>In China, the pioneering electric-vehicle company led by Elon Musk faces stiff competition from domestic manufacturers like NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, BYD , and XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, which all show strong positive momentum, UBS said.</p>\n<p>Now that most of the major automakers have decided to go all-in on electric-vehicles, with ambitious targets for new product lines a recurring theme among the world's largest car companies, UBS identifies four factors likely to drive outperformance in auto stocks.</p>\n<p>They are: a strong EV sales curve, a crystallized portfolio value, excellent regional and segmental exposure, and an ability to pass on higher commodity prices.</p>\n<p>Using these factors, the analysts at UBS found that Volkswagen XE:VOW (#phrase-company?ref=COMPANY%7CXE%3AVOW;onlineSignificance=prominent), the EV leader in Europe and Tesla's fiercest competitor scored best.</p>\n<p>UBS raised its target price for GM stock--which it rates a buy--to $79 from $75, with the target price for Volkswagen being EUR300 ($357). GM stock is currently trading around $59, while shares in Volkswagen were trading for more than EUR216--implying that both companies could provide attractive returns to investors.</p>\n<p>South Korea's Hyundai is another company that could emerge as <a href=\"https://laohu8.com/S/AONE\">one</a> of the best re-rating stories as the market comes to realize the value of its assets, UBS said. France's Renault and China's Li Auto <a href=\"https://laohu8.com/S/LI\">$(LI)$</a> rounded out the list of UBS' five most-favoured EV stocks. The bank also raised its target price on Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, which it rates neutral, to $16 from $13.</p>\n<p>The team at UBS took a hard look at the industry landscape in the wake of its latest electric-vehicle consumer survey, involving more than 11,000 participants in the world's largest EV markets. The results show that \"EV mass adoption is an unstoppable trend with rapidly accelerating momentum,\" the team concluded, with 43% of consumers likely to consider buying a fully-electric car--up from 37% a year ago.</p>\n<p>For the first time, fully-electric vehicles are preferred over plug-in hybrids, with keenness for EVs accelerating fastest among American consumers, UBS said. In the wake of the survey, UBS raised its sales forecast for China to 2.5 million EVs in 2021, up from 1.9 million, with a view that EVs will make up 20% of the car market globally by 2025 and 50% by 2030.</p>\n<p>Tesla is still the \"undisputed leader\" in UBS' books. The recent consumer survey was \"solid across the board for Tesla,\" Hummel said, though \"momentum in the quarters ahead is likely more in favor of competitors with a busier launch pipeline.\" In conclusion: Tesla's lead is shrinking, and investors would be well advised to seek out other opportunities for high-growth plays.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla is under pressure from Nio, but these are the best EV investments right now, analysts say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:42 GMT+8 <a href=https://www.marketwatch.com/story/tesla-is-under-pressure-from-nio-but-these-are-the-best-electric-vehicle-investments-right-now-says-ubs-11624980469?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.\nTesla, led by CEO Elon Musk, remains the undisputed leader in electric-vehicles, but faces growing ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-is-under-pressure-from-nio-but-these-are-the-best-electric-vehicle-investments-right-now-says-ubs-11624980469?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":{"002594":"比亚迪","GM":"通用汽车","LI":"理想汽车","F":"福特汽车","01211":"比亚迪股份","USB":"美国合众银行","NIO":"蔚来","XPEV":"小鹏汽车","HYMLY":"Hyundai Motor Co., Ltd.","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-is-under-pressure-from-nio-but-these-are-the-best-electric-vehicle-investments-right-now-says-ubs-11624980469?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147558864","content_text":"Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.\nTesla, led by CEO Elon Musk, remains the undisputed leader in electric-vehicles, but faces growing pressure on multiple fronts, UBS said.\nTesla remains the world-leader in electric-vehicles but is under increasing pressure in China, with better opportunities emerging among other automakers for investors keen to play the growing trend, UBS said on Tuesday.\nAnalysts at the Swiss bank $(UBS)$ cut their price target on Tesla $(TSLA)$ stock by 10%, from $730 to $660, citing pressure in China, as well as delays to Tesla's self-driving product and launch of the Model Y in Europe.\n\"Our key concern shorter-term is that Tesla's demand momentum in China is slowing, and our checks on the ground suggest that BEVs [Battery Electric Vehicles] from domestic brands are gaining further ground vs. Tesla, which may trigger additional pricing action by Tesla and consequently lower gross margins,\" analyst Patrick Hummel said.\n\"The EV launches from competitors with high range, charging performance and attractive value-for-money, could continue to weigh on the value the market is willing to assign to Tesla's long-term growth,\" Hummel added.\nIn China, the pioneering electric-vehicle company led by Elon Musk faces stiff competition from domestic manufacturers like NIO $(NIO)$, BYD , and XPeng $(XPEV)$, which all show strong positive momentum, UBS said.\nNow that most of the major automakers have decided to go all-in on electric-vehicles, with ambitious targets for new product lines a recurring theme among the world's largest car companies, UBS identifies four factors likely to drive outperformance in auto stocks.\nThey are: a strong EV sales curve, a crystallized portfolio value, excellent regional and segmental exposure, and an ability to pass on higher commodity prices.\nUsing these factors, the analysts at UBS found that Volkswagen XE:VOW (#phrase-company?ref=COMPANY%7CXE%3AVOW;onlineSignificance=prominent), the EV leader in Europe and Tesla's fiercest competitor scored best.\nUBS raised its target price for GM stock--which it rates a buy--to $79 from $75, with the target price for Volkswagen being EUR300 ($357). GM stock is currently trading around $59, while shares in Volkswagen were trading for more than EUR216--implying that both companies could provide attractive returns to investors.\nSouth Korea's Hyundai is another company that could emerge as one of the best re-rating stories as the market comes to realize the value of its assets, UBS said. France's Renault and China's Li Auto $(LI)$ rounded out the list of UBS' five most-favoured EV stocks. The bank also raised its target price on Ford $(F)$, which it rates neutral, to $16 from $13.\nThe team at UBS took a hard look at the industry landscape in the wake of its latest electric-vehicle consumer survey, involving more than 11,000 participants in the world's largest EV markets. The results show that \"EV mass adoption is an unstoppable trend with rapidly accelerating momentum,\" the team concluded, with 43% of consumers likely to consider buying a fully-electric car--up from 37% a year ago.\nFor the first time, fully-electric vehicles are preferred over plug-in hybrids, with keenness for EVs accelerating fastest among American consumers, UBS said. In the wake of the survey, UBS raised its sales forecast for China to 2.5 million EVs in 2021, up from 1.9 million, with a view that EVs will make up 20% of the car market globally by 2025 and 50% by 2030.\nTesla is still the \"undisputed leader\" in UBS' books. The recent consumer survey was \"solid across the board for Tesla,\" Hummel said, though \"momentum in the quarters ahead is likely more in favor of competitors with a busier launch pipeline.\" In conclusion: Tesla's lead is shrinking, and investors would be well advised to seek out other opportunities for high-growth plays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160971722,"gmtCreate":1623770897966,"gmtModify":1703818969504,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>?","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>?","text":"$Sundial Growers Inc.(SNDL)$?","images":[{"img":"https://static.tigerbbs.com/e5bb443f9b89b3ceaad8d8d17679585b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160971722","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804771738,"gmtCreate":1627984462724,"gmtModify":1703499092103,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"too bad let go liao","listText":"too bad let go liao","text":"too bad let go liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804771738","repostId":"1183916574","repostType":4,"repost":{"id":"1183916574","pubTimestamp":1627980150,"share":"https://ttm.financial/m/news/1183916574?lang=&edition=fundamental","pubTime":"2021-08-03 16:42","market":"us","language":"en","title":"Tesla Stock Gains on Report About China EV Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1183916574","media":"investopedia","summary":"EV stocks mixed in premarket trading. Tesla rose nearly 1%, Chinese stocks fell in premarket trading.Electric carmaker Tesla, Inc.'s stock pricewent into a funkafter it reported earnings last week. At the start of this week, however, it is accelerating. Toward the close of trading Monday, the Palo Alto, California-based company's stock was changing hands at $714, an increase of nearly 4% since the start of trading. Many reasons are being put forward to explain the jump in Tesla's shares.Electri","content":"<p>EV stocks mixed in premarket trading. Tesla rose nearly 1%, Chinese stocks fell in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/982087583ce57d53b315d6276857d1c0\" tg-width=\"373\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p>\n<p>Electric carmaker Tesla, Inc.'s (TSLA) stock pricewent into a funkafter it reported earnings last week. At the start of this week, however, it is accelerating. Toward the close of trading Monday, the Palo Alto, California-based company's stock was changing hands at $714, an increase of nearly 4% since the start of trading. Many reasons are being put forward to explain the jump in Tesla's shares.</p>\n<p><b>KEY TAKEAWAYS</b></p>\n<ul>\n <li>Electric car maker Tesla's stock rose by nearly 4% in trading Monday after positive news about sales in <a href=\"https://laohu8.com/S/CAAS\">China</a>'s electrical vehicle (EV) market, which is the world's biggest EV market.</li>\n <li>Sales for all three U.S.-listed Chinese electric vehicle companies rose from a year ago.</li>\n <li>China comprised 98% of Tesla's deliveries in its latest quarter, and the company is taking major steps to ensure that it is successful there.</li>\n</ul>\n<p><b>The Rising Tide of China's Electric Vehicle Market</b></p>\n<p>China figures prominently in the most important reason behind the gains for Tesla stock. A CNBC report Monday is testimony to the country's growing EV market.For example, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> (NIO) reported a jump of almost 125% in sales from the same time period a year ago. Its stock is up by nearly 3% from the day's start and by almost 19% on a weekly basis. NIO was the leader in China's EV market but dropped to third place. According to Citi analyst Jeff Chung, Tesla's price cut for its Model Y was responsible for NIO's fall.</p>\n<p>Other Chinese car makers are also on a roll. <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> (XPEV) had sales that skyrocketed by 228%, while <a href=\"https://laohu8.com/S/LI\">Li Auto</a> Inc. (LI) reported a monthly record of 8,589 deliveries for Li One, its electric car. Shares for XPeng and Li Auto were up by 6% and 2%, respectively.</p>\n<p>The red-hot Chinese market for electric vehicles already accounts for slightly more than 50% of all EVs in the world. The country is expected to maintain its position as a world leader in the electric vehicle category for years to come, according to research firm McKinsey.</p>\n<p>Tesla is already taking steps to become a major player in the market. While its brand is already a strong presence, the company has also reduced prices for its best-selling models to compete with cheaper alternatives. Of the overall deliveries Tesla reported this past quarter, 98% were made in China. Tesla has also set up a Gigafactory there and is actively taking steps to appease the Chinese government, which seems to have rolled out the red carpet for Elon Musk—Tesla's high profile and irascible CEO.</p>\n<p><b>A Self-Driving Demo and Analyst Ratings Price Bump</b></p>\n<p>Other factors that could possibly be enthusing Tesla investors include a vote of confidence from KGI Securities, which initiated coverage of the car maker with an Outperform rating and an $855price target.\"Tesla will continue to stay ahead of the pack in the midterm; opportunities thrive for those with unique business models and strong competitiveness. We expect Tesla to maintain its leading position in the global EV space for at least the next 3-5 years,\" wrote analyst Jennifer Liang. The analyst also commended Tesla's \"continued dedication to enhancing its EV offerings\" and its \"technological superiority\" over competitors.</p>\n<p>There was evidence of the latter on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Monday, when videos of the company's self-driving software made the rounds.The demo showed a Tesla being driven through Seattle's Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> neighborhood. Full Self-Driving (FSD) software to comply with safety standards is still under development at Tesla, and it requires all drivers to be fully engaged with the steering wheel at all times, even when they are in FSD mode.</p>\n<p>Meanwhile, Tesla is selling FSD subscriptions to shore up its revenue. During its latest earnings call, CEO Musk said that the company was making \"great progress\" on its self-driving software to comply with existing safety standards. \"Some of the progress is not easy to see because it's actually at the foundational software level, and so it ends up being sort of two steps forward, <a href=\"https://laohu8.com/S/AONE.U\">one</a> step back situation,\" he said.</p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Gains on Report About China EV Sales</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Gains on Report About China EV Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 16:42 GMT+8 <a href=https://www.investopedia.com/tesla-tsla-stock-gains-on-report-about-china-ev-sales-5195523?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral><strong>investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>EV stocks mixed in premarket trading. Tesla rose nearly 1%, Chinese stocks fell in premarket trading.\n\nElectric carmaker Tesla, Inc.'s (TSLA) stock pricewent into a funkafter it reported earnings last...</p>\n\n<a href=\"https://www.investopedia.com/tesla-tsla-stock-gains-on-report-about-china-ev-sales-5195523?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf056c93b86b4b78405c574b04f01c45","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"https://www.investopedia.com/tesla-tsla-stock-gains-on-report-about-china-ev-sales-5195523?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183916574","content_text":"EV stocks mixed in premarket trading. Tesla rose nearly 1%, Chinese stocks fell in premarket trading.\n\nElectric carmaker Tesla, Inc.'s (TSLA) stock pricewent into a funkafter it reported earnings last week. At the start of this week, however, it is accelerating. Toward the close of trading Monday, the Palo Alto, California-based company's stock was changing hands at $714, an increase of nearly 4% since the start of trading. Many reasons are being put forward to explain the jump in Tesla's shares.\nKEY TAKEAWAYS\n\nElectric car maker Tesla's stock rose by nearly 4% in trading Monday after positive news about sales in China's electrical vehicle (EV) market, which is the world's biggest EV market.\nSales for all three U.S.-listed Chinese electric vehicle companies rose from a year ago.\nChina comprised 98% of Tesla's deliveries in its latest quarter, and the company is taking major steps to ensure that it is successful there.\n\nThe Rising Tide of China's Electric Vehicle Market\nChina figures prominently in the most important reason behind the gains for Tesla stock. A CNBC report Monday is testimony to the country's growing EV market.For example, NIO Inc. (NIO) reported a jump of almost 125% in sales from the same time period a year ago. Its stock is up by nearly 3% from the day's start and by almost 19% on a weekly basis. NIO was the leader in China's EV market but dropped to third place. According to Citi analyst Jeff Chung, Tesla's price cut for its Model Y was responsible for NIO's fall.\nOther Chinese car makers are also on a roll. XPeng Inc. (XPEV) had sales that skyrocketed by 228%, while Li Auto Inc. (LI) reported a monthly record of 8,589 deliveries for Li One, its electric car. Shares for XPeng and Li Auto were up by 6% and 2%, respectively.\nThe red-hot Chinese market for electric vehicles already accounts for slightly more than 50% of all EVs in the world. The country is expected to maintain its position as a world leader in the electric vehicle category for years to come, according to research firm McKinsey.\nTesla is already taking steps to become a major player in the market. While its brand is already a strong presence, the company has also reduced prices for its best-selling models to compete with cheaper alternatives. Of the overall deliveries Tesla reported this past quarter, 98% were made in China. Tesla has also set up a Gigafactory there and is actively taking steps to appease the Chinese government, which seems to have rolled out the red carpet for Elon Musk—Tesla's high profile and irascible CEO.\nA Self-Driving Demo and Analyst Ratings Price Bump\nOther factors that could possibly be enthusing Tesla investors include a vote of confidence from KGI Securities, which initiated coverage of the car maker with an Outperform rating and an $855price target.\"Tesla will continue to stay ahead of the pack in the midterm; opportunities thrive for those with unique business models and strong competitiveness. We expect Tesla to maintain its leading position in the global EV space for at least the next 3-5 years,\" wrote analyst Jennifer Liang. The analyst also commended Tesla's \"continued dedication to enhancing its EV offerings\" and its \"technological superiority\" over competitors.\nThere was evidence of the latter on Twitter Monday, when videos of the company's self-driving software made the rounds.The demo showed a Tesla being driven through Seattle's Capitol Hill neighborhood. Full Self-Driving (FSD) software to comply with safety standards is still under development at Tesla, and it requires all drivers to be fully engaged with the steering wheel at all times, even when they are in FSD mode.\nMeanwhile, Tesla is selling FSD subscriptions to shore up its revenue. During its latest earnings call, CEO Musk said that the company was making \"great progress\" on its self-driving software to comply with existing safety standards. \"Some of the progress is not easy to see because it's actually at the foundational software level, and so it ends up being sort of two steps forward, one step back situation,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579028995240368","authorId":"3579028995240368","name":"Jfierydragon","avatar":"https://static.tigerbbs.com/32ea74904661b2d0a43f0cc648caae68","crmLevel":9,"crmLevelSwitch":1,"idStr":"3579028995240368","authorIdStr":"3579028995240368"},"content":"pls comment","text":"pls comment","html":"pls comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176596304,"gmtCreate":1626905411408,"gmtModify":1703480143521,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"will still up?","listText":"will still up?","text":"will still up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176596304","repostId":"1109551881","repostType":4,"repost":{"id":"1109551881","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626878219,"share":"https://ttm.financial/m/news/1109551881?lang=&edition=fundamental","pubTime":"2021-07-21 22:36","market":"us","language":"en","title":"AMC Smokes Shorts Again: What's Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109551881","media":"Benzinga","summary":"AMC Entertainment Holding Inc(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening s","content":"<p><b>AMC Entertainment Holding Inc</b>(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.</p>\n<p>Although presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.</p>\n<p>Despite short interest decreasing, AMC is still volatile and able to make big swings.</p>\n<p><b>The AMC Chart:</b>On Monday, during a big bear day in the general markets, AMC put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.</p>\n<p>AMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.</p>\n<p><img src=\"https://static.tigerbbs.com/61ba2be17dcfd5bd5f6a00ab4398a5a6\" tg-width=\"651\" tg-height=\"256\" width=\"100%\" height=\"auto\">AMC was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.</p>\n<p><img src=\"https://static.tigerbbs.com/afbe29a91b623abe465464f45c8889b6\" tg-width=\"1366\" tg-height=\"768\" width=\"100%\" height=\"auto\">Bulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.</p>\n<p>Bears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.</p>\n<p><b>AMC Price Action:</b>Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.</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>AMC Smokes Shorts Again: What's 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 Smokes Shorts Again: What's Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-21 22:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>AMC Entertainment Holding Inc</b>(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.</p>\n<p>Although presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.</p>\n<p>Despite short interest decreasing, AMC is still volatile and able to make big swings.</p>\n<p><b>The AMC Chart:</b>On Monday, during a big bear day in the general markets, AMC put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.</p>\n<p>AMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.</p>\n<p><img src=\"https://static.tigerbbs.com/61ba2be17dcfd5bd5f6a00ab4398a5a6\" tg-width=\"651\" tg-height=\"256\" width=\"100%\" height=\"auto\">AMC was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.</p>\n<p><img src=\"https://static.tigerbbs.com/afbe29a91b623abe465464f45c8889b6\" tg-width=\"1366\" tg-height=\"768\" width=\"100%\" height=\"auto\">Bulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.</p>\n<p>Bears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.</p>\n<p><b>AMC Price Action:</b>Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109551881","content_text":"AMC Entertainment Holding Inc(NYSE:AMC) shot up 24.47% Tuesday amid returned interest in reopening stocks. The company also announced on Monday evening it hadmade a dealto reopen the Grove Theatre and The Americana at Brand Theatre in the Los Angeles area in August under the AMC Brand. The two theatres were formerly leased by Pacific Theatres and are two of the highest-grossing theatres in Los Angeles.\nAlthough presently not the toptrendingstock on r/WallStreetBets, AMC was still the 10th most mentioned stock on Tuesday. The subreddit often targets stocks with unusual characteristics such as bizarre levels of ownership and high short interest. AMC’s underlying statistics have been improving over the last few months, however, and of the company’s 448.74 million share float 75.48 million shares are held short; this is down from 102.3 million in May.\nDespite short interest decreasing, AMC is still volatile and able to make big swings.\nThe AMC Chart:On Monday, during a big bear day in the general markets, AMC put in a bottom at $31.15 and managed to print a bullish hammer candlestick indicating higher prices would come on Tuesday. AMC then printed a bullish Marubozu candlestick on Tuesday. This Marubozu candle has a very small upper wick, indicating AMC had buyers at every price level it traded at intraday.\nAMC broke into a downtrend on July 1 and made a series of lower highs and lower lows until Tuesday when the price closed at $43.08, above its lower high of $37.73, which indicates a bullish trend change. Bulls won’t want the stock to drop below $31.15 for the trend to be confirmed.\nAMC was able to recapture the eight-day exponential moving average (EMA) as support but rejected, and wicked from, the 21-day EMA. Bulls will want to see AMC regain support of the level in the near term. AMC is trading well above the 200-day simple moving average, indicating overall sentiment in the stock remains bullish.\nBulls want to see continued bullish volume push AMC over the 21-day EMA and up towards the $47.91 area. If it can regain the level as support, it could trade up toward $52.97.\nBears want to see AMC’s stock continue to reject the 21-day EMA and for it to drop down and lose support of the eight-day EMA which aligns with a support level at $39.71. If the stock were to lose the level, it could fall toward the $31.81 mark.\nAMC Price Action:Shares of AMC Entertainment traded up 4.2% to $44.78 at publication time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581985274026406","authorId":"3581985274026406","name":"Skai","avatar":"https://community-static.tradeup.com/news/895ee4bbfa814435328502a50bbee0a7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581985274026406","authorIdStr":"3581985274026406"},"content":"Of course. The shorts have not started covering.","text":"Of course. The shorts have not started covering.","html":"Of course. The shorts have not started covering."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173826335,"gmtCreate":1626653797927,"gmtModify":1703762664594,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173826335","repostId":"2152687768","repostType":4,"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172457513,"gmtCreate":1626985475932,"gmtModify":1703481799433,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"shld buy now?","listText":"shld buy now?","text":"shld buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172457513","repostId":"1175825882","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176595655,"gmtCreate":1626905646177,"gmtModify":1703480146963,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>up up n like me thk","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>up up n like me thk","text":"$DiDi Global Inc.(DIDI)$up up n like me thk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176595655","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168378838,"gmtCreate":1623955766124,"gmtModify":1703824632617,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"trust yourself ","listText":"trust yourself ","text":"trust yourself","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168378838","repostId":"2144056746","repostType":4,"repost":{"id":"2144056746","pubTimestamp":1623938340,"share":"https://ttm.financial/m/news/2144056746?lang=&edition=fundamental","pubTime":"2021-06-17 21:59","market":"us","language":"en","title":"Forget AMC: This Growth Stock Could Make You Rich","url":"https://stock-news.laohu8.com/highlight/detail?id=2144056746","media":"Motley Fool","summary":"Meme-stock mania has launched AMC stock to new highs, but that doesn't mean you should buy it.","content":"<p>Throughout 2021, <b>AMC Entertainment</b> (NYSE:AMC) has been swept up in meme-stock mania. Despite its worsening financial situation, shares have skyrocketed 2,600% this year. And while there is something charming about individual investors upending Wall Street, AMC stock is poised to disappoint.</p>\n<p>Rather than chasing meme-stocks, investors should consider buying <b>Cloudflare</b> (NYSE:NET). This company is growing quickly and its future looks bright. Here's why.</p>\n<h2>AMC Entertainment</h2>\n<p>Perhaps, the most important thing investors should know about AMC is something the company itself mentioned in a recent 8-K Filing: \"We believe that recent volatility and our current market prices reflect [dynamics] unrelated to our underlying business.\"</p>\n<p>The statement goes on to caution investors against buying stock unless they are prepared to <i>lose all or a significant portion</i> of their investment. Of course, you should never invest money you can't afford to lose, but this dire warning should still rattle current and prospective shareholders.</p>\n<p>If you're not convinced, let's look at AMC's financial results. Last year, attendance and revenue fell 79% and 77%, respectively. And despite reopening roughly <a href=\"https://laohu8.com/S/AONE\">one</a>-third of its international theaters and two-thirds of its domestic theaters, its performance has actually worsened this year. Attendance and revenue plunged 89% and 84%, respectively, during the first quarter.</p>\n<p>Understandably, some investors are hoping things improve as the economy reopens. But that may be too late -- the competitive landscape has already shifted dramatically.</p>\n<p>During the pandemic, streaming services like HBO Max and Peacock went live, Disney+ started taking titles directly to consumers, and Universal Studios cut the theatrical exclusivity window to 17 days -- prior to the pandemic, AMC retained exclusive rights for about 90 days. Put simply, the company is facing more competition than ever before.</p>\n<p>As a final thought, in a recent 10-Q Filing with the SEC, AMC explained that it will need to reach 85% of pre-pandemic attendance levels by the fourth quarter of 2021 in order to comply with minimum liquidity requirements. If that doesn't happen, bankruptcy would likely be the next step, which means shareholders would \"suffer a total loss of their investment.\"</p>\n<h2>Cloudflare</h2>\n<p>Cloudflare is a cloud services provider. Its platform helps clients secure and accelerate the performance of websites and applications. For example, it recently launched Cloudflare One, a network-as-a-service solution designed to replace outdated corporate networks.</p>\n<p>Traditionally, enterprises have taken a castle-and-moat approach to network security. All sensitive data was stored in a central location, and firewall appliances and internet gateways were used to filter incoming and outgoing traffic. This was both costly and inefficient, often resulting in lag time for remote workers.</p>\n<p>By comparison, Cloudflare One acts as a secure access service edge (SASE). Rather than sending traffic through a central hub, SASE is a distributed network architecture. This means employees connect to Cloudflare's network, where traffic is filtered and security policies are enforced, then traffic is routed to the internet or the corporate network.</p>\n<p>This creates a fast, secure experience for employees, allowing them to access corporate resources and applications from any location, on any device. Moreover, according to research firm Gartner, 40% of enterprises will have plans to adopt SASE by 2024, up from just 1% in 2018. That radical shift gives Cloudflare a big opportunity.</p>\n<p>More importantly, the company is executing on that opportunity. Cloudflare has consistently delivered strong financial results in recent years.</p>\n<table>\n <thead>\n <tr>\n <th><p>Metric</p></th>\n <th><p>2017</p></th>\n <th><p>Q1 2021 (TTM)</p></th>\n <th><p>CAGR</p></th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td width=\"156\"><p>Customers</p></td>\n <td width=\"156\"><p>49,309</p></td>\n <td width=\"156\"><p>119,206</p></td>\n <td width=\"156\"><p>31%</p></td>\n </tr>\n <tr>\n <td width=\"156\"><p>Revenue</p></td>\n <td width=\"156\"><p>$135 million</p></td>\n <td width=\"156\"><p>$478 million</p></td>\n <td width=\"156\"><p>48%</p></td>\n </tr>\n </tbody>\n</table>\n<p>Source: Cloudflare SEC Filings. TTM = trailing-12-months. CAGR = compound annual growth rate.</p>\n<p>In addition to growing quickly, Cloudflare also reported a net retention rate of 123% in the most recent quarter. Put another way, the average spend per customer increased 23% in Q1. This underscores the value of its platform. And assuming Cloudflare can maintain that momentum, the future looks bright for the tech company.</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>Forget AMC: This Growth Stock Could Make You Rich</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\">\nForget AMC: This Growth Stock Could Make You Rich\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 21:59 GMT+8 <a href=https://www.fool.com/investing/2021/06/17/forget-amc-this-growth-stock-could-make-you-rich/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Throughout 2021, AMC Entertainment (NYSE:AMC) has been swept up in meme-stock mania. Despite its worsening financial situation, shares have skyrocketed 2,600% this year. And while there is something ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/forget-amc-this-growth-stock-could-make-you-rich/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/06/17/forget-amc-this-growth-stock-could-make-you-rich/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144056746","content_text":"Throughout 2021, AMC Entertainment (NYSE:AMC) has been swept up in meme-stock mania. Despite its worsening financial situation, shares have skyrocketed 2,600% this year. And while there is something charming about individual investors upending Wall Street, AMC stock is poised to disappoint.\nRather than chasing meme-stocks, investors should consider buying Cloudflare (NYSE:NET). This company is growing quickly and its future looks bright. Here's why.\nAMC Entertainment\nPerhaps, the most important thing investors should know about AMC is something the company itself mentioned in a recent 8-K Filing: \"We believe that recent volatility and our current market prices reflect [dynamics] unrelated to our underlying business.\"\nThe statement goes on to caution investors against buying stock unless they are prepared to lose all or a significant portion of their investment. Of course, you should never invest money you can't afford to lose, but this dire warning should still rattle current and prospective shareholders.\nIf you're not convinced, let's look at AMC's financial results. Last year, attendance and revenue fell 79% and 77%, respectively. And despite reopening roughly one-third of its international theaters and two-thirds of its domestic theaters, its performance has actually worsened this year. Attendance and revenue plunged 89% and 84%, respectively, during the first quarter.\nUnderstandably, some investors are hoping things improve as the economy reopens. But that may be too late -- the competitive landscape has already shifted dramatically.\nDuring the pandemic, streaming services like HBO Max and Peacock went live, Disney+ started taking titles directly to consumers, and Universal Studios cut the theatrical exclusivity window to 17 days -- prior to the pandemic, AMC retained exclusive rights for about 90 days. Put simply, the company is facing more competition than ever before.\nAs a final thought, in a recent 10-Q Filing with the SEC, AMC explained that it will need to reach 85% of pre-pandemic attendance levels by the fourth quarter of 2021 in order to comply with minimum liquidity requirements. If that doesn't happen, bankruptcy would likely be the next step, which means shareholders would \"suffer a total loss of their investment.\"\nCloudflare\nCloudflare is a cloud services provider. Its platform helps clients secure and accelerate the performance of websites and applications. For example, it recently launched Cloudflare One, a network-as-a-service solution designed to replace outdated corporate networks.\nTraditionally, enterprises have taken a castle-and-moat approach to network security. All sensitive data was stored in a central location, and firewall appliances and internet gateways were used to filter incoming and outgoing traffic. This was both costly and inefficient, often resulting in lag time for remote workers.\nBy comparison, Cloudflare One acts as a secure access service edge (SASE). Rather than sending traffic through a central hub, SASE is a distributed network architecture. This means employees connect to Cloudflare's network, where traffic is filtered and security policies are enforced, then traffic is routed to the internet or the corporate network.\nThis creates a fast, secure experience for employees, allowing them to access corporate resources and applications from any location, on any device. Moreover, according to research firm Gartner, 40% of enterprises will have plans to adopt SASE by 2024, up from just 1% in 2018. That radical shift gives Cloudflare a big opportunity.\nMore importantly, the company is executing on that opportunity. Cloudflare has consistently delivered strong financial results in recent years.\n\n\n\nMetric\n2017\nQ1 2021 (TTM)\nCAGR\n\n\n\n\nCustomers\n49,309\n119,206\n31%\n\n\nRevenue\n$135 million\n$478 million\n48%\n\n\n\nSource: Cloudflare SEC Filings. TTM = trailing-12-months. CAGR = compound annual growth rate.\nIn addition to growing quickly, Cloudflare also reported a net retention rate of 123% in the most recent quarter. Put another way, the average spend per customer increased 23% in Q1. This underscores the value of its platform. And assuming Cloudflare can maintain that momentum, the future looks bright for the tech company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161900308,"gmtCreate":1623898665804,"gmtModify":1703822969698,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>keep up n up ","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>keep up n up ","text":"$Torchlight Energy Resources(TRCH)$keep up n up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161900308","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163605882,"gmtCreate":1623880438046,"gmtModify":1703822146071,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>up up up for tmr ","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>up up up for tmr ","text":"$Sundial Growers Inc.(SNDL)$up up up for tmr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163605882","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177666066,"gmtCreate":1627211729055,"gmtModify":1703485604001,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"fly to the sun?","listText":"fly to the sun?","text":"fly to the sun?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177666066","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8 <a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">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","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173380173,"gmtCreate":1626616675692,"gmtModify":1703762355868,"author":{"id":"3585478561995264","authorId":"3585478561995264","name":"Theship","avatar":"https://static.tigerbbs.com/22b38da0f6f9ec657e9be4835977ec83","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478561995264","authorIdStr":"3585478561995264"},"themes":[],"htmlText":"up up up","listText":"up up up","text":"up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173380173","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}