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2021-07-30

Nice

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2021-08-05

So bad

Uber's adjusted EBITDA loss for the second quarter exceeded expectations, causing the stock to fall as much as 7% in after-hours trading.

2021-06-29

Maybe can invest more in this

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2022-09-02

[得意]

@Owen_trading room:What is the relationship between Treasury yields and U.S. stocks

2021-07-29

Nice

Didi Chuxing: Rumors about Didi's privatization are false information

2021-06-29

Good

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This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","listText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","text":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","images":[{"img":"https://static.tigerbbs.com/34045d2cd6ebf26f51189f17851968c0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b33c3fd609e8ad8bbde21148ff860791","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/01eff9c543a6e4dd1bda61a0d9e38322","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939015266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890243422,"gmtCreate":1628121624166,"gmtModify":1703501494593,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"title":"","htmlText":"So bad","listText":"So bad","text":"So bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890243422","repostId":"2157483232","repostType":4,"repost":{"id":"2157483232","kind":"news","pubTimestamp":1628107500,"share":"https://ttm.financial/m/news/2157483232?lang=en_US&edition=fundamental","pubTime":"2021-08-05 04:05","market":"hk","language":"zh","title":"Uber's adjusted EBITDA loss for the second quarter exceeded expectations, causing the stock to fall as much as 7% in after-hours trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=2157483232","media":"华尔街见闻","summary":"财报显示，Uber二季度调整后EBITDA亏损5.09亿美元，大于分析师预期的亏损3.245亿美元。Uber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA为正盈利，这一消息受到资本市场欢迎。除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。","content":"<p>After the US stock market closed on Wednesday, August 4, US ride-hailing giant Uber (<a href=\"https://laohu8.com/S/UBER\">Uber</a>The company released its financial results for the second quarter of fiscal year 2021, ending June 30.</p><p><b>Despite better-than-expected total revenue and profit for the quarter, the company still recorded a loss in adjusted EBITDA, a core profitability indicator it values, and the loss was larger than expected.</b>U.S. stocks fell 7% in after-hours trading, with the price briefly falling below $39. If this continues into tomorrow's opening, it will hit its lowest level in several months since November last year. Yesterday's financial report stated that competitor Lyft, which turned a profit for the first time in the second quarter, also fell by 1%.<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber plunged more than 3% on Wednesday, closing down more than 2% at $41.81. It has fallen 18% year-to-date, underperforming the S&P 500's more than 17% gain during the same period, and falling nearly 35% from its all-time high of $64.05 on February 10, mired in a tech bear market.</p><p>However, Uber's cumulative increase last year was 71.5%, far outperforming the S&P's 16.3% increase during the same period. Uber's total return over the past year was nearly 44%, which is also higher than the S&P's total return of 35.4%. Its stock price has been declining continuously since the beginning of May. The market is worried that the difficulties in recruiting gig drivers in the post-pandemic era may harm profits. It is reported that the major shareholder, SoftBank of Japan, is considering reducing its one-third stake in Uber, which is also detrimental to the latter's stock price.</p><p>However, prior to the earnings report, Wall Street was quite optimistic about Uber's future trajectory. Of the 37 analysts surveyed by FactSet, 32 gave them a \"buy\" rating, while only 2 gave them a \"sell\" rating, with an average target price of $69.53, representing 66% upside potential.</p><p><b>Revenue ended the year with a fourth consecutive year-on-year decline, but \"stock trading\" gains resulted in an unexpected net profit. The company reiterated that its year-end adjusted EBITDA is profitable.</b></p><p>Financial reports show that in the second quarter of this year, Uber's total revenue was $3.93 billion, higher than the market expectation of $3.75 billion, representing a 35% quarter-on-quarter increase and a 105% year-on-year increase. At constant exchange rates, this represents a 95% year-on-year increase, nearly doubling compared to the same period last year.</p><p>This means that Uber's total revenue has returned to the level of the second quarter of 2019 (before the pandemic).<b>This marks the first year-on-year growth since the first quarter of fiscal year 2020, ending a four-quarter year-on-year decline that began in the second quarter of last year.</b>As the core ride-hailing business rebounded from its low point during the pandemic.</p><p>Net income for the quarter was $1.1 billion, thanks to...<a href=\"https://laohu8.com/S/DIDI\">Didi</a>The $1.871 billion equity investment with autonomous driving startup Aurora failed to generate returns. This resulted in a surprising EPS of 58 cents per share, compared to market expectations of a loss of 51 cents per share.</p><p>However, adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) was still a loss of $509 million, a widening of $150 million from the first-quarter loss and higher than the market expectation of a loss of $325 million. However, this is a narrowing of $328 million, or 40%, compared to the loss in the second quarter of last year. The company's EBITDA, which has not been adjusted since its inception, is profitable, while the operating loss in the second quarter was $1.19 billion.</p><p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p>Chief Financial Officer Nelson Chai reiterated the milestone of achieving a turnaround in adjusted EBITDA in the fourth quarter of this year, expecting the adjusted EBITDA loss to improve to less than $100 million in the third quarter and record total bookings of $22 billion to $24 billion.</p><p>Company CEO Dara Khosrowshahi stated that significant progress was made in the second quarter \"by investing in drivers for recovery.\" The number of monthly active drivers and deliverymen in the United States increased by nearly 420,000 from February to July, and the number of drivers increased by 75% in the second quarter. 90% of idle drivers said they would return to work in September, while consumers using mobility and delivery services generated nearly half of the total bookings.</p><p><b>Food delivery revenue and total order value continue to exceed those of core ride-hailing services, with overall total order value reaching a record high.</b></p><p>In its financial report, Uber divided its main business into three parts: Mobility (mainly ride-hailing), food Delivery and Delivery, and Freight.</p><p><b>In the second quarter of this year, food delivery and delivery revenue once again surpassed that of the mobile travel business, continuing the general trend since the pandemic.</b>Among them, food delivery and delivery revenue reached US$1.96 billion, up 13% month-on-month and more than doubling year-on-year (up 122%); Mobility revenue of $1.62 billion, excluding accrued expenses for historical claims arising from the classification of gig drivers as employees in the UK in the first quarter, increased by 11% quarter-over-quarter and 98% year-over-year.</p><p>Analysts say that ride-sharing was Uber's main source of revenue and core business until the pandemic last year, while food delivery, which the company started in 2014 and officially launched in 2016, is becoming a future growth engine. In the third quarter of last year, Uber's food delivery revenue exceeded that of its core ride-hailing business for two consecutive quarters. During the pandemic, it was the growth of the food delivery business that partially offset the severe decline in the ride-hailing business.</p><p><b>In terms of Gross Bookings, a metric that the market is more focused on and closely related to revenue, Uber's total Bookings reached a record high of $21.9 billion in the second quarter.</b>It doubled year-on-year (up 114%), exceeding expectations by $1 billion. Among them, the total order value for mobile mobility reached US$8.6 billion, an increase of 184% year-on-year; Total food delivery and delivery orders amounted to US$12.9 billion, an increase of 85% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p>In terms of profitability indicators, the mobility division's adjusted EBITDA was $179 million, a decrease of $119 million quarter-over-quarter, but an increase of $129 million year-over-year; The food delivery and delivery division reported an adjusted EBITDA loss of $161 million, a 31% narrowing from the same period last year and a $39 million narrowing from the same loss in the first quarter of this year.</p><p>In addition, freight business revenue was $348 million, a year-on-year increase of 65%, and based on this trend, the annualized revenue (run rate) will reach $1.4 billion; Adjusted EBITDA was a loss of $41 million, a 16% narrowing of the loss compared to the same period last year.</p><p>The company emphasized that its food delivery and delivery business achieved strong triple-digit year-on-year growth in total orders in the European, Middle Eastern and African markets, and also achieved considerable double-digit percentage growth year-on-year in North America, Latin America and the Asia-Pacific region. The total order volume of the mobility business achieved at least 10% month-on-month growth in the Asia-Pacific region, while the severe outbreak of the epidemic in India dragged down the order volume in the Asia-Pacific region by 9% month-on-month.</p><p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>Previously, the market was concerned that Uber would have to increase incentives for recruiting drivers in the post-pandemic era to cope with the supply shortage, which would hurt profits. This financial report confirmed the negative impact of this effort, namely that the ratio of revenue to total order value (Take Rate) in the mobility division decreased by 280 basis points quarter-on-quarter and plummeted by 710 basis points year-on-year to 18.7%. The company said this was due to \"increased investment in restoring driver availability, especially in the US market.\"</p><p>Regarding other user metrics, Uber did not provide exact figures on the number of drivers employed, but said its drivers and couriers earned a total of $7.9 billion in the second quarter, a 144% year-over-year increase, exceeding the 114% year-over-year increase in total orders. The company achieved 1.51 billion trips on its platform, up 4% month-on-month and 105% year-on-year, with both mobile travel and food delivery achieving month-on-month growth. The number of monthly active platform consumers (MAPCs) reached 101 million, up 3% month-on-month and 84% year-on-year, with an average monthly spending of $72 per MAPC, both year-on-year and month-on-month growth.</p><p><b>Diversification strategies are favored by Wall Street, with attention focused on when Uber will turn a profit and maintain high growth in its delivery business.</b></p><p>Investors will pay special attention to changes in total bookings for Uber's ride-hailing business, which is a key revenue indicator and has previously been severely impacted by the precipitous drop in ride-hailing demand during the pandemic and the forced closure of many businesses/companies.</p><p>The market is also focusing on the overall performance of Uber's diversified businesses, including mobility, food delivery, delivery, and freight.<b>After suffering billions of dollars in losses since its inception, some key business indicators are now showing signs of turning a profit.</b></p><p>John Blackledge, an analyst at securities firm Cowen, pointed out that Uber's core ride-hailing platform has already achieved profitability on a per-trip basis, and the company is expected to gain and maintain market share in many rapidly growing regions and neighboring spaces around the world. The company's plan to acquire logistics technology company Transplace for $2.25 billion will help accelerate the pace of its freight business turning a profit in the fourth quarter of next year.</p><p>Uber CEO Dara Khosrowshahi reiterated in his first-quarter earnings report in May that he was still expected to achieve positive adjusted quarterly EBITDA (earnings before interest, taxes, depreciation, and amortization) this year, a news welcomed by the capital markets.</p><p>However, the company also warned that it will invest $250 million in a driver incentive program because as the COVID-19 pandemic eases in the United States, ride demand is recovering faster than the ability to recruit new drivers, and food delivery demand continues to exceed supply, which will squeeze the company's profit margins.</p><p>Some analysts say that the shortage of contract drivers in the post-pandemic era is expected to continue into the third quarter of this year, threatening the business recovery of gig economy leaders such as Uber and Lyft. The two companies urgently need to find a long-term solution, and Carrol Chang, Uber's head of driver operations in North America, also acknowledged that this is an issue worthy of \"deep reflection and reflection,\" bringing great uncertainty to the ride-hailing business model.</p><p><b>In addition to demonstrating that it can overcome labor shortages without significantly increasing costs, Uber also needs to maintain the rapid growth of its food delivery and delivery businesses.</b>The latter significantly offset the weakness in the core ride-hailing business during the pandemic.</p><p>In addition to the acquisition of Transplace mentioned above, Uber recently also partnered with the largest membership-based warehouse chain in the United States.<a href=\"https://laohu8.com/S/COST\">Costco</a>Costco, the nation's largest food and drug retailer<a href=\"https://laohu8.com/S/ACI\">Alberson</a>Albertsons Companies has partnered with flower company FTD to expand its delivery business in groceries, as well as more prepared foods and pharmaceuticals.</p><p><b>Compared to its rival Lyft, which focuses on mobility, Uber's \"multi-legged\" walking model is clearly more favored by Wall Street.</b></p><p>Robert Mollins, an analyst at brokerage firm Gordon Haskett, believes that Uber's 12-month target price of $65 could set a new record high, citing its full-blown business and continued penetration into consumers' daily lives, which will increase market share in ride-hailing and delivery, thereby enhancing revenue and profitability in the coming years.</p><p>\"In the short term, Uber's mobility business has ridden the wave of economic reopening, while its food delivery and grocery delivery businesses can withstand the long-term coexistence of the pandemic. The value of its freight business is also underestimated, and the company is expected to become a leader in the freight brokerage industry. As a 'super one-stop App,' Uber will outperform Lyft, which focuses on ride-hailing services.\" Regarding the regulatory risks surrounding whether ride-hailing drivers are classified as \"temporary contract workers\" or corporate employees, analysts acknowledge the increasing regulatory pressure on the ride-hailing industry globally, while also believing that policies in some U.S. states are favorable to Uber. Previously, a growing number of countries were demanding that gig drivers be treated as employees, and some of the job benefits enjoyed by employees could erode company profits.</p><p>Mizuho Securities analyst James Lee said that unlike the UK's March ruling to classify drivers working for Uber as company employees, gig labor law negotiations in key states such as New York and Massachusetts are modeled after California's Proposition 22, a ballot initiative passed by California voters last year that allows gig workers working for Uber and other companies to be treated as independent contractors rather than company employees.</p>","source":"highlight_wallstreetcn","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>Uber's adjusted EBITDA loss for the second quarter exceeded expectations, causing the stock to fall as much as 7% in after-hours trading.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nUber's adjusted EBITDA loss for the second quarter exceeded expectations, causing the stock to fall as much as 7% in after-hours trading.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-05 04:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on Wednesday, August 4, US ride-hailing giant Uber (<a href=\"https://laohu8.com/S/UBER\">Uber</a>The company released its financial results for the second quarter of fiscal year 2021, ending June 30.</p><p><b>Despite better-than-expected total revenue and profit for the quarter, the company still recorded a loss in adjusted EBITDA, a core profitability indicator it values, and the loss was larger than expected.</b>U.S. stocks fell 7% in after-hours trading, with the price briefly falling below $39. If this continues into tomorrow's opening, it will hit its lowest level in several months since November last year. Yesterday's financial report stated that competitor Lyft, which turned a profit for the first time in the second quarter, also fell by 1%.<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber plunged more than 3% on Wednesday, closing down more than 2% at $41.81. It has fallen 18% year-to-date, underperforming the S&P 500's more than 17% gain during the same period, and falling nearly 35% from its all-time high of $64.05 on February 10, mired in a tech bear market.</p><p>However, Uber's cumulative increase last year was 71.5%, far outperforming the S&P's 16.3% increase during the same period. Uber's total return over the past year was nearly 44%, which is also higher than the S&P's total return of 35.4%. Its stock price has been declining continuously since the beginning of May. The market is worried that the difficulties in recruiting gig drivers in the post-pandemic era may harm profits. It is reported that the major shareholder, SoftBank of Japan, is considering reducing its one-third stake in Uber, which is also detrimental to the latter's stock price.</p><p>However, prior to the earnings report, Wall Street was quite optimistic about Uber's future trajectory. Of the 37 analysts surveyed by FactSet, 32 gave them a \"buy\" rating, while only 2 gave them a \"sell\" rating, with an average target price of $69.53, representing 66% upside potential.</p><p><b>Revenue ended the year with a fourth consecutive year-on-year decline, but \"stock trading\" gains resulted in an unexpected net profit. The company reiterated that its year-end adjusted EBITDA is profitable.</b></p><p>Financial reports show that in the second quarter of this year, Uber's total revenue was $3.93 billion, higher than the market expectation of $3.75 billion, representing a 35% quarter-on-quarter increase and a 105% year-on-year increase. At constant exchange rates, this represents a 95% year-on-year increase, nearly doubling compared to the same period last year.</p><p>This means that Uber's total revenue has returned to the level of the second quarter of 2019 (before the pandemic).<b>This marks the first year-on-year growth since the first quarter of fiscal year 2020, ending a four-quarter year-on-year decline that began in the second quarter of last year.</b>As the core ride-hailing business rebounded from its low point during the pandemic.</p><p>Net income for the quarter was $1.1 billion, thanks to...<a href=\"https://laohu8.com/S/DIDI\">Didi</a>The $1.871 billion equity investment with autonomous driving startup Aurora failed to generate returns. This resulted in a surprising EPS of 58 cents per share, compared to market expectations of a loss of 51 cents per share.</p><p>However, adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) was still a loss of $509 million, a widening of $150 million from the first-quarter loss and higher than the market expectation of a loss of $325 million. However, this is a narrowing of $328 million, or 40%, compared to the loss in the second quarter of last year. The company's EBITDA, which has not been adjusted since its inception, is profitable, while the operating loss in the second quarter was $1.19 billion.</p><p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p>Chief Financial Officer Nelson Chai reiterated the milestone of achieving a turnaround in adjusted EBITDA in the fourth quarter of this year, expecting the adjusted EBITDA loss to improve to less than $100 million in the third quarter and record total bookings of $22 billion to $24 billion.</p><p>Company CEO Dara Khosrowshahi stated that significant progress was made in the second quarter \"by investing in drivers for recovery.\" The number of monthly active drivers and deliverymen in the United States increased by nearly 420,000 from February to July, and the number of drivers increased by 75% in the second quarter. 90% of idle drivers said they would return to work in September, while consumers using mobility and delivery services generated nearly half of the total bookings.</p><p><b>Food delivery revenue and total order value continue to exceed those of core ride-hailing services, with overall total order value reaching a record high.</b></p><p>In its financial report, Uber divided its main business into three parts: Mobility (mainly ride-hailing), food Delivery and Delivery, and Freight.</p><p><b>In the second quarter of this year, food delivery and delivery revenue once again surpassed that of the mobile travel business, continuing the general trend since the pandemic.</b>Among them, food delivery and delivery revenue reached US$1.96 billion, up 13% month-on-month and more than doubling year-on-year (up 122%); Mobility revenue of $1.62 billion, excluding accrued expenses for historical claims arising from the classification of gig drivers as employees in the UK in the first quarter, increased by 11% quarter-over-quarter and 98% year-over-year.</p><p>Analysts say that ride-sharing was Uber's main source of revenue and core business until the pandemic last year, while food delivery, which the company started in 2014 and officially launched in 2016, is becoming a future growth engine. In the third quarter of last year, Uber's food delivery revenue exceeded that of its core ride-hailing business for two consecutive quarters. During the pandemic, it was the growth of the food delivery business that partially offset the severe decline in the ride-hailing business.</p><p><b>In terms of Gross Bookings, a metric that the market is more focused on and closely related to revenue, Uber's total Bookings reached a record high of $21.9 billion in the second quarter.</b>It doubled year-on-year (up 114%), exceeding expectations by $1 billion. Among them, the total order value for mobile mobility reached US$8.6 billion, an increase of 184% year-on-year; Total food delivery and delivery orders amounted to US$12.9 billion, an increase of 85% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p>In terms of profitability indicators, the mobility division's adjusted EBITDA was $179 million, a decrease of $119 million quarter-over-quarter, but an increase of $129 million year-over-year; The food delivery and delivery division reported an adjusted EBITDA loss of $161 million, a 31% narrowing from the same period last year and a $39 million narrowing from the same loss in the first quarter of this year.</p><p>In addition, freight business revenue was $348 million, a year-on-year increase of 65%, and based on this trend, the annualized revenue (run rate) will reach $1.4 billion; Adjusted EBITDA was a loss of $41 million, a 16% narrowing of the loss compared to the same period last year.</p><p>The company emphasized that its food delivery and delivery business achieved strong triple-digit year-on-year growth in total orders in the European, Middle Eastern and African markets, and also achieved considerable double-digit percentage growth year-on-year in North America, Latin America and the Asia-Pacific region. The total order volume of the mobility business achieved at least 10% month-on-month growth in the Asia-Pacific region, while the severe outbreak of the epidemic in India dragged down the order volume in the Asia-Pacific region by 9% month-on-month.</p><p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>Previously, the market was concerned that Uber would have to increase incentives for recruiting drivers in the post-pandemic era to cope with the supply shortage, which would hurt profits. This financial report confirmed the negative impact of this effort, namely that the ratio of revenue to total order value (Take Rate) in the mobility division decreased by 280 basis points quarter-on-quarter and plummeted by 710 basis points year-on-year to 18.7%. The company said this was due to \"increased investment in restoring driver availability, especially in the US market.\"</p><p>Regarding other user metrics, Uber did not provide exact figures on the number of drivers employed, but said its drivers and couriers earned a total of $7.9 billion in the second quarter, a 144% year-over-year increase, exceeding the 114% year-over-year increase in total orders. The company achieved 1.51 billion trips on its platform, up 4% month-on-month and 105% year-on-year, with both mobile travel and food delivery achieving month-on-month growth. The number of monthly active platform consumers (MAPCs) reached 101 million, up 3% month-on-month and 84% year-on-year, with an average monthly spending of $72 per MAPC, both year-on-year and month-on-month growth.</p><p><b>Diversification strategies are favored by Wall Street, with attention focused on when Uber will turn a profit and maintain high growth in its delivery business.</b></p><p>Investors will pay special attention to changes in total bookings for Uber's ride-hailing business, which is a key revenue indicator and has previously been severely impacted by the precipitous drop in ride-hailing demand during the pandemic and the forced closure of many businesses/companies.</p><p>The market is also focusing on the overall performance of Uber's diversified businesses, including mobility, food delivery, delivery, and freight.<b>After suffering billions of dollars in losses since its inception, some key business indicators are now showing signs of turning a profit.</b></p><p>John Blackledge, an analyst at securities firm Cowen, pointed out that Uber's core ride-hailing platform has already achieved profitability on a per-trip basis, and the company is expected to gain and maintain market share in many rapidly growing regions and neighboring spaces around the world. The company's plan to acquire logistics technology company Transplace for $2.25 billion will help accelerate the pace of its freight business turning a profit in the fourth quarter of next year.</p><p>Uber CEO Dara Khosrowshahi reiterated in his first-quarter earnings report in May that he was still expected to achieve positive adjusted quarterly EBITDA (earnings before interest, taxes, depreciation, and amortization) this year, a news welcomed by the capital markets.</p><p>However, the company also warned that it will invest $250 million in a driver incentive program because as the COVID-19 pandemic eases in the United States, ride demand is recovering faster than the ability to recruit new drivers, and food delivery demand continues to exceed supply, which will squeeze the company's profit margins.</p><p>Some analysts say that the shortage of contract drivers in the post-pandemic era is expected to continue into the third quarter of this year, threatening the business recovery of gig economy leaders such as Uber and Lyft. The two companies urgently need to find a long-term solution, and Carrol Chang, Uber's head of driver operations in North America, also acknowledged that this is an issue worthy of \"deep reflection and reflection,\" bringing great uncertainty to the ride-hailing business model.</p><p><b>In addition to demonstrating that it can overcome labor shortages without significantly increasing costs, Uber also needs to maintain the rapid growth of its food delivery and delivery businesses.</b>The latter significantly offset the weakness in the core ride-hailing business during the pandemic.</p><p>In addition to the acquisition of Transplace mentioned above, Uber recently also partnered with the largest membership-based warehouse chain in the United States.<a href=\"https://laohu8.com/S/COST\">Costco</a>Costco, the nation's largest food and drug retailer<a href=\"https://laohu8.com/S/ACI\">Alberson</a>Albertsons Companies has partnered with flower company FTD to expand its delivery business in groceries, as well as more prepared foods and pharmaceuticals.</p><p><b>Compared to its rival Lyft, which focuses on mobility, Uber's \"multi-legged\" walking model is clearly more favored by Wall Street.</b></p><p>Robert Mollins, an analyst at brokerage firm Gordon Haskett, believes that Uber's 12-month target price of $65 could set a new record high, citing its full-blown business and continued penetration into consumers' daily lives, which will increase market share in ride-hailing and delivery, thereby enhancing revenue and profitability in the coming years.</p><p>\"In the short term, Uber's mobility business has ridden the wave of economic reopening, while its food delivery and grocery delivery businesses can withstand the long-term coexistence of the pandemic. The value of its freight business is also underestimated, and the company is expected to become a leader in the freight brokerage industry. As a 'super one-stop App,' Uber will outperform Lyft, which focuses on ride-hailing services.\" Regarding the regulatory risks surrounding whether ride-hailing drivers are classified as \"temporary contract workers\" or corporate employees, analysts acknowledge the increasing regulatory pressure on the ride-hailing industry globally, while also believing that policies in some U.S. states are favorable to Uber. Previously, a growing number of countries were demanding that gig drivers be treated as employees, and some of the job benefits enjoyed by employees could erode company profits.</p><p>Mizuho Securities analyst James Lee said that unlike the UK's March ruling to classify drivers working for Uber as company employees, gig labor law negotiations in key states such as New York and Massachusetts are modeled after California's Proposition 22, a ballot initiative passed by California voters last year that allows gig workers working for Uber and other companies to be treated as independent contractors rather than company employees.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637158\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b431b6bf997a9b3e450c820d77b74d56","relate_stocks":{"UBER":"优步"},"source_url":"https://wallstreetcn.com/articles/3637158","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2157483232","content_text":"8月4日周三美股盘后，美国网约车巨头Uber（优步）公布了截止6月30日的2021财年第二季度财报。\n尽管当季总营收和利润均好于市场预期，但公司看重的盈利核心指标——调整后EBITDA仍录得亏损，且亏损规模高于预期，美股盘后跌7%，股价一度跌破39美元，如果延续至明日开盘将创去年11月以来的几个月最低。昨日财报称二季度首次扭亏的竞争对手Lyft也跟跌1%。Uber周三最深跌超3%，收跌超2%，报收41.81美元，今年迄今累跌18%，跑输同期标普500指数大盘逾17%的涨幅，较2月10日所创历史最高64.05美元累跌近35%，深陷技术熊市。\n但去年Uber累涨71.5%，远跑赢标普同期涨幅16.3%，过去一年Uber总回报率近44%，也高于标普大盘的总回报率35.4%。其股价进入5月以来连续下滑，市场担心招募后疫情时代零工司机的困难或有损利润，据称大股东日本软银正考虑减持对Uber持股的1/3也对后者股价不利。\n不过，财报发布前，华尔街对Uber未来走势颇为乐观。在FactSet调查的37位分析师中，有32人给予“买入”评级，仅2人评级“卖出”，平均目标价69.53美元，代表还有66%的涨幅空间。\n营收结束同比四连跌，“炒股”收益实现意外净利润，重申年底有调整后EBITDA正盈利\n财报显示，今年二季度，Uber总营收为39.3亿美元，高于市场预期的37.5亿美元，环比增长35%，同比增长105%，按固定汇率计算为同比增长95%，即较去年同期接近翻倍。\n这代表Uber总营收已重回2019年二季度（疫情前）水平，也是自2020财年一季度以来首次同比增长，结束了去年二季度开启的连续四季同比下滑趋势，伴随核心网约车业务从疫情低点反弹。\n当季净利润11亿美元，得益于对滴滴和自动驾驶初创公司Aurora合计18.71亿美元的股权投资未实现收益推动。这令EPS为令人意外的每股收益58美分，此前市场预期为每股亏损51美分。\n但调整后EBITDA（息税折旧和摊销前收益）仍为亏损5.09亿美元，较一季度亏损扩大1.5亿美元，也高于市场预期的亏损3.25亿美元。不过，这较去年二季度亏损收窄3.28亿美元或收窄四成，自公司成立以来尚未调整后EBITDA正盈利，同时二季度的运营亏损为11.9亿美元。\n\n首席财务官Nelson Chai重申今年四季度能实现调整后EBITDA扭亏为盈的里程碑，预计三季度调整后EBITDA亏损将改善至不到1亿美元，并录得创纪录新高的220亿至240亿美元总预订额。\n公司CEO Dara Khosrowshahi 称，二季度“通过投资司机来投资复苏”并取得了很大进展，美国的月活跃司机和快递员从 2 月到 7 月增加了近 42万人，司机人数在二季度增加75%，90%的闲置司机称将于9月复工，同时使用移动出行和配送服务的消费者产生了近一半的总预定量。\n外卖配送收入和总订单额持续超过核心网约车服务，整体总订单额创纪录最高\nUber在财报中将主营业务分为网约车为主的移动出行（Mobility）、外卖及配送（Delivery）和货运（Freight）三大部分。\n今年二季度，外卖及配送收入再度超过移动出行业务，延续疫情以来的大趋势。其中，外卖及配送收入录得19.6亿美元，环比增13%、同比翻倍（增122%）；移动出行收入16.2亿美元，不计入英国第一季度将零工驾驶员归为雇员产生的历史索赔应计费用为环比增11%，同比增98%。\n分析称，共享出行直到去年疫情前都是Uber主要营收来源和核心业务，而公司从2014年试水、2016年正式推出的外卖配送正成为未来增长引擎。去年三季度，Uber的外卖业务收入曾连续两个季度超过核心打车业务收入，疫情中也正是外卖业务的增长部分抵消了打车业务的严重下滑。\n在市场更关注、与营收密切相关的指标——总订单额（Gross Bookings）方面，Uber二季度总订单额达到219亿美元的历史新高，同比翻倍（增114%），比预期高出10亿美元。其中，移动出行总订单额为86亿美元，同比增184%；外卖及配送总订单额为129亿美元，同比增85%。\n\n在盈利指标上，移动出行部门调整后EBITDA为盈利1.79亿美元，环比下降1.19亿美元，但同比增长1.29亿美元；外卖及配送部门调整后EBITDA为亏损1.61亿美元，较去年同期亏损收窄31%，也较今年一季度的同类亏损指标收窄3900万美元。\n此外，货运业务的收入为3.48亿美元，同比增65%，按照这一趋势的年化收入（run rate）将达14亿美元；调整后EBITDA为亏损4100万美元，较去年同期亏损收窄16%。\n公司强调，外卖与配送业务的总订单额在欧洲、中东和非洲市场实现了同比三位数的强劲增长，在北美、拉丁美洲和亚太地区也同比实现双位数百分比的可观增幅。移动出行业务的总订单额在初亚太地区均实现环比至少10%的增长，因印度疫情严重爆发而拖累亚太订单额环比下降了9%。\n\n此前市场担心，Uber在后疫情时代必须加大招揽司机的奖励，才能应付供不应求的局面，这将有损利润。本次财报证实了这种努力的负面影响，即移动出行部门收入与总订单金额的比例（变现率，Take Rate）环比下降280个基点、同比骤降710个基点至18.7%，公司称这受到“在恢复司机可得领域的投资增加影响，尤其是在美国市场”。\n在其他用户指标方面，Uber没有提供确切的受雇司机人数，但表示其司机和快递员在二季度总收入 79 亿美元，同比增144%，超过总订单额同比114%的增幅。公司平台上实现15.1亿次出行，环比增4%、同比增105%，移动出行和外卖出行均实现环比增长。每月活跃平台消费者（MAPC）达到1.01 亿，环比增3%、同比增84%，平均每MAPC月花费72美元，同比环比均增长。\n多元化策略受华尔街青睐，关注Uber何时扭亏为盈和维持配送业务高增长\n投资者将特别关注Uber的网约车业务总预订量变化，该移动出行板块的总预订量是营收的一个关键指标，此前受到疫情期间叫车需求断崖式下跌和不少商家/公司被迫关门的严重打击。\n市场还关注Uber移动出行、外卖及配送和货运等多元化业务的综合表现，在创立以来持续亏损了数十亿美元之后，目前一些关键业务指标已展现出扭亏为盈的迹象。\n券商Cowen分析师John Blackledge 指出，Uber核心网约车平台在每次出行的基础上已实现盈利，公司有望在全球多个快速增长的地区及相邻空间中获得并保持市场份额。公司计划以22.5亿美元收购物流科技公司Transplace有助于加速货运业务在明年四季度彻底扭亏的步伐。\nUber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA（息税折旧摊销前利润）为正盈利，这一消息受到资本市场欢迎。\n但公司同时预警称，将斥资2.5亿美元开展司机奖励计划，因为随着新冠疫情在美国缓解，乘车需求的恢复速度超过了招揽新司机的能力，送餐需求也持续超过供给，这将压缩公司利润空间。\n有分析称，后疫情时代的合同工司机短缺预计将持续到今年三季度，威胁到Uber和Lyft等零工经济领头羊的业务复苏。两家公司急需找到长期解决方案，Uber北美司机运营主管Carrol Chang也承认这是一个值得“深刻反省和反思的问题”，给网约车商业模式带来很大不确定性。\n除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。\n在上文提到的收购Transplace公司之外，Uber新近还与美国最大的连锁会员制仓储量贩店好市多（Costco）、全美最大食品药品零售商艾伯森（Albertsons Companies）和花卉公司FTD达成合作关系，增加在日用杂货和更多预制食品、药品方面的配送业务。\n与专注移动出行的竞争对手Lyft相比，Uber这种“多条腿”走路的模式显然更被华尔街青睐。\n券商Gordon Haskett 分析师Robert Mollins便认为Uber未来12个月目标价为65美元，即可以再创历史新高，理由是其业务全面开花并持续深入消费者的日常生活，将在网约车和配送方面增加市场份额，有利于增强未来几年的营收和盈利能力：\n\n “从短期来看，Uber移动出行业务乘上了经济重新开放的东风，而外卖及杂货配送业务可以抵御长期与疫情共存的背景，其货运业务价值也被低估，公司有望成为货运经纪行业的领导者。作为一种“超级一站式App”，Uber将跑赢专注打车业务的Lyft。”\n\n在围绕网约车司机究竟被归类到“临时合同工”还是企业雇员的监管风险方面，分析师一方面承认网约车行业在全球范围内的监管压力增加，同时也认为美国一些州的政策利好于Uber。此前，越来越多的国家正要求将零工司机视为雇员，而雇员享有的一些工作福利会蚕食公司盈利。\n瑞穗证券分析师James Lee称，与英国在今年3月裁决把为Uber工作的驾驶员归类成公司雇员不同，美国纽约州和马萨诸塞州等关键州的零工劳动法谈判正以加州22号提案为蓝本，后者是加州选民去年通过的一项投票倡议，允许把为Uber等工作的零工工人视为独立合同工而非公司员工。","news_type":1,"symbols_score_info":{"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":5114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806061301,"gmtCreate":1627617535603,"gmtModify":1703493472766,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806061301","repostId":"2155133311","repostType":4,"isVote":1,"tweetType":1,"viewCount":5290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808311928,"gmtCreate":1627556343664,"gmtModify":1703492301840,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"title":"","htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808311928","repostId":"1147448167","repostType":4,"repost":{"id":"1147448167","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627554833,"share":"https://ttm.financial/m/news/1147448167?lang=en_US&edition=fundamental","pubTime":"2021-07-29 18:33","market":"other","language":"zh","title":"Didi Chuxing: Rumors about Didi's privatization are false information","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel: Rumors about Didi's privatization are false, and the company is currently actively and fully cooperating with cybersecurity reviews.</b></p><p>Following the announcement, Didi's pre-market share price fell, but as of press time, it had risen by 24%.</p><p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p><p>Didi's stock price suddenly surged in pre-market trading today, rising by more than 45% at one point. According to the Wall Street Journal, Didi is considering going private and compensating investors for losses suffered since the company went public in the United States at the end of June.<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></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>Didi Chuxing: Rumors about Didi's privatization are false information</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nDidi Chuxing: Rumors about Didi's privatization are false information\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-29 18:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel: Rumors about Didi's privatization are false, and the company is currently actively and fully cooperating with cybersecurity reviews.</b></p><p>Following the announcement, Didi's pre-market share price fell, but as of press time, it had risen by 24%.</p><p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p><p>Didi's stock price suddenly surged in pre-market trading today, rising by more than 45% at one point. According to the Wall Street Journal, Didi is considering going private and compensating investors for losses suffered since the company went public in the United States at the end of June.<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":4891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159270938,"gmtCreate":1624972559824,"gmtModify":1703849114625,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159270938","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":4579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159246981,"gmtCreate":1624972349843,"gmtModify":1703849107982,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"title":"","htmlText":"Maybe can invest more in this&nbsp;","listText":"Maybe can invest more in this&nbsp;","text":"Maybe can invest more in this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159246981","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":4279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806061301,"gmtCreate":1627617535603,"gmtModify":1703493472766,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806061301","repostId":"2155133311","repostType":4,"isVote":1,"tweetType":1,"viewCount":5290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890243422,"gmtCreate":1628121624166,"gmtModify":1703501494593,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"title":"","htmlText":"So bad","listText":"So bad","text":"So bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890243422","repostId":"2157483232","repostType":4,"repost":{"id":"2157483232","kind":"news","pubTimestamp":1628107500,"share":"https://ttm.financial/m/news/2157483232?lang=en_US&edition=fundamental","pubTime":"2021-08-05 04:05","market":"hk","language":"zh","title":"Uber's adjusted EBITDA loss for the second quarter exceeded expectations, causing the stock to fall as much as 7% in after-hours trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=2157483232","media":"华尔街见闻","summary":"财报显示，Uber二季度调整后EBITDA亏损5.09亿美元，大于分析师预期的亏损3.245亿美元。Uber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA为正盈利，这一消息受到资本市场欢迎。除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。","content":"<p>After the US stock market closed on Wednesday, August 4, US ride-hailing giant Uber (<a href=\"https://laohu8.com/S/UBER\">Uber</a>The company released its financial results for the second quarter of fiscal year 2021, ending June 30.</p><p><b>Despite better-than-expected total revenue and profit for the quarter, the company still recorded a loss in adjusted EBITDA, a core profitability indicator it values, and the loss was larger than expected.</b>U.S. stocks fell 7% in after-hours trading, with the price briefly falling below $39. If this continues into tomorrow's opening, it will hit its lowest level in several months since November last year. Yesterday's financial report stated that competitor Lyft, which turned a profit for the first time in the second quarter, also fell by 1%.<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber plunged more than 3% on Wednesday, closing down more than 2% at $41.81. It has fallen 18% year-to-date, underperforming the S&P 500's more than 17% gain during the same period, and falling nearly 35% from its all-time high of $64.05 on February 10, mired in a tech bear market.</p><p>However, Uber's cumulative increase last year was 71.5%, far outperforming the S&P's 16.3% increase during the same period. Uber's total return over the past year was nearly 44%, which is also higher than the S&P's total return of 35.4%. Its stock price has been declining continuously since the beginning of May. The market is worried that the difficulties in recruiting gig drivers in the post-pandemic era may harm profits. It is reported that the major shareholder, SoftBank of Japan, is considering reducing its one-third stake in Uber, which is also detrimental to the latter's stock price.</p><p>However, prior to the earnings report, Wall Street was quite optimistic about Uber's future trajectory. Of the 37 analysts surveyed by FactSet, 32 gave them a \"buy\" rating, while only 2 gave them a \"sell\" rating, with an average target price of $69.53, representing 66% upside potential.</p><p><b>Revenue ended the year with a fourth consecutive year-on-year decline, but \"stock trading\" gains resulted in an unexpected net profit. The company reiterated that its year-end adjusted EBITDA is profitable.</b></p><p>Financial reports show that in the second quarter of this year, Uber's total revenue was $3.93 billion, higher than the market expectation of $3.75 billion, representing a 35% quarter-on-quarter increase and a 105% year-on-year increase. At constant exchange rates, this represents a 95% year-on-year increase, nearly doubling compared to the same period last year.</p><p>This means that Uber's total revenue has returned to the level of the second quarter of 2019 (before the pandemic).<b>This marks the first year-on-year growth since the first quarter of fiscal year 2020, ending a four-quarter year-on-year decline that began in the second quarter of last year.</b>As the core ride-hailing business rebounded from its low point during the pandemic.</p><p>Net income for the quarter was $1.1 billion, thanks to...<a href=\"https://laohu8.com/S/DIDI\">Didi</a>The $1.871 billion equity investment with autonomous driving startup Aurora failed to generate returns. This resulted in a surprising EPS of 58 cents per share, compared to market expectations of a loss of 51 cents per share.</p><p>However, adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) was still a loss of $509 million, a widening of $150 million from the first-quarter loss and higher than the market expectation of a loss of $325 million. However, this is a narrowing of $328 million, or 40%, compared to the loss in the second quarter of last year. The company's EBITDA, which has not been adjusted since its inception, is profitable, while the operating loss in the second quarter was $1.19 billion.</p><p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p>Chief Financial Officer Nelson Chai reiterated the milestone of achieving a turnaround in adjusted EBITDA in the fourth quarter of this year, expecting the adjusted EBITDA loss to improve to less than $100 million in the third quarter and record total bookings of $22 billion to $24 billion.</p><p>Company CEO Dara Khosrowshahi stated that significant progress was made in the second quarter \"by investing in drivers for recovery.\" The number of monthly active drivers and deliverymen in the United States increased by nearly 420,000 from February to July, and the number of drivers increased by 75% in the second quarter. 90% of idle drivers said they would return to work in September, while consumers using mobility and delivery services generated nearly half of the total bookings.</p><p><b>Food delivery revenue and total order value continue to exceed those of core ride-hailing services, with overall total order value reaching a record high.</b></p><p>In its financial report, Uber divided its main business into three parts: Mobility (mainly ride-hailing), food Delivery and Delivery, and Freight.</p><p><b>In the second quarter of this year, food delivery and delivery revenue once again surpassed that of the mobile travel business, continuing the general trend since the pandemic.</b>Among them, food delivery and delivery revenue reached US$1.96 billion, up 13% month-on-month and more than doubling year-on-year (up 122%); Mobility revenue of $1.62 billion, excluding accrued expenses for historical claims arising from the classification of gig drivers as employees in the UK in the first quarter, increased by 11% quarter-over-quarter and 98% year-over-year.</p><p>Analysts say that ride-sharing was Uber's main source of revenue and core business until the pandemic last year, while food delivery, which the company started in 2014 and officially launched in 2016, is becoming a future growth engine. In the third quarter of last year, Uber's food delivery revenue exceeded that of its core ride-hailing business for two consecutive quarters. During the pandemic, it was the growth of the food delivery business that partially offset the severe decline in the ride-hailing business.</p><p><b>In terms of Gross Bookings, a metric that the market is more focused on and closely related to revenue, Uber's total Bookings reached a record high of $21.9 billion in the second quarter.</b>It doubled year-on-year (up 114%), exceeding expectations by $1 billion. Among them, the total order value for mobile mobility reached US$8.6 billion, an increase of 184% year-on-year; Total food delivery and delivery orders amounted to US$12.9 billion, an increase of 85% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p>In terms of profitability indicators, the mobility division's adjusted EBITDA was $179 million, a decrease of $119 million quarter-over-quarter, but an increase of $129 million year-over-year; The food delivery and delivery division reported an adjusted EBITDA loss of $161 million, a 31% narrowing from the same period last year and a $39 million narrowing from the same loss in the first quarter of this year.</p><p>In addition, freight business revenue was $348 million, a year-on-year increase of 65%, and based on this trend, the annualized revenue (run rate) will reach $1.4 billion; Adjusted EBITDA was a loss of $41 million, a 16% narrowing of the loss compared to the same period last year.</p><p>The company emphasized that its food delivery and delivery business achieved strong triple-digit year-on-year growth in total orders in the European, Middle Eastern and African markets, and also achieved considerable double-digit percentage growth year-on-year in North America, Latin America and the Asia-Pacific region. The total order volume of the mobility business achieved at least 10% month-on-month growth in the Asia-Pacific region, while the severe outbreak of the epidemic in India dragged down the order volume in the Asia-Pacific region by 9% month-on-month.</p><p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>Previously, the market was concerned that Uber would have to increase incentives for recruiting drivers in the post-pandemic era to cope with the supply shortage, which would hurt profits. This financial report confirmed the negative impact of this effort, namely that the ratio of revenue to total order value (Take Rate) in the mobility division decreased by 280 basis points quarter-on-quarter and plummeted by 710 basis points year-on-year to 18.7%. The company said this was due to \"increased investment in restoring driver availability, especially in the US market.\"</p><p>Regarding other user metrics, Uber did not provide exact figures on the number of drivers employed, but said its drivers and couriers earned a total of $7.9 billion in the second quarter, a 144% year-over-year increase, exceeding the 114% year-over-year increase in total orders. The company achieved 1.51 billion trips on its platform, up 4% month-on-month and 105% year-on-year, with both mobile travel and food delivery achieving month-on-month growth. The number of monthly active platform consumers (MAPCs) reached 101 million, up 3% month-on-month and 84% year-on-year, with an average monthly spending of $72 per MAPC, both year-on-year and month-on-month growth.</p><p><b>Diversification strategies are favored by Wall Street, with attention focused on when Uber will turn a profit and maintain high growth in its delivery business.</b></p><p>Investors will pay special attention to changes in total bookings for Uber's ride-hailing business, which is a key revenue indicator and has previously been severely impacted by the precipitous drop in ride-hailing demand during the pandemic and the forced closure of many businesses/companies.</p><p>The market is also focusing on the overall performance of Uber's diversified businesses, including mobility, food delivery, delivery, and freight.<b>After suffering billions of dollars in losses since its inception, some key business indicators are now showing signs of turning a profit.</b></p><p>John Blackledge, an analyst at securities firm Cowen, pointed out that Uber's core ride-hailing platform has already achieved profitability on a per-trip basis, and the company is expected to gain and maintain market share in many rapidly growing regions and neighboring spaces around the world. The company's plan to acquire logistics technology company Transplace for $2.25 billion will help accelerate the pace of its freight business turning a profit in the fourth quarter of next year.</p><p>Uber CEO Dara Khosrowshahi reiterated in his first-quarter earnings report in May that he was still expected to achieve positive adjusted quarterly EBITDA (earnings before interest, taxes, depreciation, and amortization) this year, a news welcomed by the capital markets.</p><p>However, the company also warned that it will invest $250 million in a driver incentive program because as the COVID-19 pandemic eases in the United States, ride demand is recovering faster than the ability to recruit new drivers, and food delivery demand continues to exceed supply, which will squeeze the company's profit margins.</p><p>Some analysts say that the shortage of contract drivers in the post-pandemic era is expected to continue into the third quarter of this year, threatening the business recovery of gig economy leaders such as Uber and Lyft. The two companies urgently need to find a long-term solution, and Carrol Chang, Uber's head of driver operations in North America, also acknowledged that this is an issue worthy of \"deep reflection and reflection,\" bringing great uncertainty to the ride-hailing business model.</p><p><b>In addition to demonstrating that it can overcome labor shortages without significantly increasing costs, Uber also needs to maintain the rapid growth of its food delivery and delivery businesses.</b>The latter significantly offset the weakness in the core ride-hailing business during the pandemic.</p><p>In addition to the acquisition of Transplace mentioned above, Uber recently also partnered with the largest membership-based warehouse chain in the United States.<a href=\"https://laohu8.com/S/COST\">Costco</a>Costco, the nation's largest food and drug retailer<a href=\"https://laohu8.com/S/ACI\">Alberson</a>Albertsons Companies has partnered with flower company FTD to expand its delivery business in groceries, as well as more prepared foods and pharmaceuticals.</p><p><b>Compared to its rival Lyft, which focuses on mobility, Uber's \"multi-legged\" walking model is clearly more favored by Wall Street.</b></p><p>Robert Mollins, an analyst at brokerage firm Gordon Haskett, believes that Uber's 12-month target price of $65 could set a new record high, citing its full-blown business and continued penetration into consumers' daily lives, which will increase market share in ride-hailing and delivery, thereby enhancing revenue and profitability in the coming years.</p><p>\"In the short term, Uber's mobility business has ridden the wave of economic reopening, while its food delivery and grocery delivery businesses can withstand the long-term coexistence of the pandemic. The value of its freight business is also underestimated, and the company is expected to become a leader in the freight brokerage industry. As a 'super one-stop App,' Uber will outperform Lyft, which focuses on ride-hailing services.\" Regarding the regulatory risks surrounding whether ride-hailing drivers are classified as \"temporary contract workers\" or corporate employees, analysts acknowledge the increasing regulatory pressure on the ride-hailing industry globally, while also believing that policies in some U.S. states are favorable to Uber. Previously, a growing number of countries were demanding that gig drivers be treated as employees, and some of the job benefits enjoyed by employees could erode company profits.</p><p>Mizuho Securities analyst James Lee said that unlike the UK's March ruling to classify drivers working for Uber as company employees, gig labor law negotiations in key states such as New York and Massachusetts are modeled after California's Proposition 22, a ballot initiative passed by California voters last year that allows gig workers working for Uber and other companies to be treated as independent contractors rather than company employees.</p>","source":"highlight_wallstreetcn","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>Uber's adjusted EBITDA loss for the second quarter exceeded expectations, causing the stock to fall as much as 7% in after-hours trading.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nUber's adjusted EBITDA loss for the second quarter exceeded expectations, causing the stock to fall as much as 7% in after-hours trading.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-05 04:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on Wednesday, August 4, US ride-hailing giant Uber (<a href=\"https://laohu8.com/S/UBER\">Uber</a>The company released its financial results for the second quarter of fiscal year 2021, ending June 30.</p><p><b>Despite better-than-expected total revenue and profit for the quarter, the company still recorded a loss in adjusted EBITDA, a core profitability indicator it values, and the loss was larger than expected.</b>U.S. stocks fell 7% in after-hours trading, with the price briefly falling below $39. If this continues into tomorrow's opening, it will hit its lowest level in several months since November last year. Yesterday's financial report stated that competitor Lyft, which turned a profit for the first time in the second quarter, also fell by 1%.<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber plunged more than 3% on Wednesday, closing down more than 2% at $41.81. It has fallen 18% year-to-date, underperforming the S&P 500's more than 17% gain during the same period, and falling nearly 35% from its all-time high of $64.05 on February 10, mired in a tech bear market.</p><p>However, Uber's cumulative increase last year was 71.5%, far outperforming the S&P's 16.3% increase during the same period. Uber's total return over the past year was nearly 44%, which is also higher than the S&P's total return of 35.4%. Its stock price has been declining continuously since the beginning of May. The market is worried that the difficulties in recruiting gig drivers in the post-pandemic era may harm profits. It is reported that the major shareholder, SoftBank of Japan, is considering reducing its one-third stake in Uber, which is also detrimental to the latter's stock price.</p><p>However, prior to the earnings report, Wall Street was quite optimistic about Uber's future trajectory. Of the 37 analysts surveyed by FactSet, 32 gave them a \"buy\" rating, while only 2 gave them a \"sell\" rating, with an average target price of $69.53, representing 66% upside potential.</p><p><b>Revenue ended the year with a fourth consecutive year-on-year decline, but \"stock trading\" gains resulted in an unexpected net profit. The company reiterated that its year-end adjusted EBITDA is profitable.</b></p><p>Financial reports show that in the second quarter of this year, Uber's total revenue was $3.93 billion, higher than the market expectation of $3.75 billion, representing a 35% quarter-on-quarter increase and a 105% year-on-year increase. At constant exchange rates, this represents a 95% year-on-year increase, nearly doubling compared to the same period last year.</p><p>This means that Uber's total revenue has returned to the level of the second quarter of 2019 (before the pandemic).<b>This marks the first year-on-year growth since the first quarter of fiscal year 2020, ending a four-quarter year-on-year decline that began in the second quarter of last year.</b>As the core ride-hailing business rebounded from its low point during the pandemic.</p><p>Net income for the quarter was $1.1 billion, thanks to...<a href=\"https://laohu8.com/S/DIDI\">Didi</a>The $1.871 billion equity investment with autonomous driving startup Aurora failed to generate returns. This resulted in a surprising EPS of 58 cents per share, compared to market expectations of a loss of 51 cents per share.</p><p>However, adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) was still a loss of $509 million, a widening of $150 million from the first-quarter loss and higher than the market expectation of a loss of $325 million. However, this is a narrowing of $328 million, or 40%, compared to the loss in the second quarter of last year. The company's EBITDA, which has not been adjusted since its inception, is profitable, while the operating loss in the second quarter was $1.19 billion.</p><p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p>Chief Financial Officer Nelson Chai reiterated the milestone of achieving a turnaround in adjusted EBITDA in the fourth quarter of this year, expecting the adjusted EBITDA loss to improve to less than $100 million in the third quarter and record total bookings of $22 billion to $24 billion.</p><p>Company CEO Dara Khosrowshahi stated that significant progress was made in the second quarter \"by investing in drivers for recovery.\" The number of monthly active drivers and deliverymen in the United States increased by nearly 420,000 from February to July, and the number of drivers increased by 75% in the second quarter. 90% of idle drivers said they would return to work in September, while consumers using mobility and delivery services generated nearly half of the total bookings.</p><p><b>Food delivery revenue and total order value continue to exceed those of core ride-hailing services, with overall total order value reaching a record high.</b></p><p>In its financial report, Uber divided its main business into three parts: Mobility (mainly ride-hailing), food Delivery and Delivery, and Freight.</p><p><b>In the second quarter of this year, food delivery and delivery revenue once again surpassed that of the mobile travel business, continuing the general trend since the pandemic.</b>Among them, food delivery and delivery revenue reached US$1.96 billion, up 13% month-on-month and more than doubling year-on-year (up 122%); Mobility revenue of $1.62 billion, excluding accrued expenses for historical claims arising from the classification of gig drivers as employees in the UK in the first quarter, increased by 11% quarter-over-quarter and 98% year-over-year.</p><p>Analysts say that ride-sharing was Uber's main source of revenue and core business until the pandemic last year, while food delivery, which the company started in 2014 and officially launched in 2016, is becoming a future growth engine. In the third quarter of last year, Uber's food delivery revenue exceeded that of its core ride-hailing business for two consecutive quarters. During the pandemic, it was the growth of the food delivery business that partially offset the severe decline in the ride-hailing business.</p><p><b>In terms of Gross Bookings, a metric that the market is more focused on and closely related to revenue, Uber's total Bookings reached a record high of $21.9 billion in the second quarter.</b>It doubled year-on-year (up 114%), exceeding expectations by $1 billion. Among them, the total order value for mobile mobility reached US$8.6 billion, an increase of 184% year-on-year; Total food delivery and delivery orders amounted to US$12.9 billion, an increase of 85% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p>In terms of profitability indicators, the mobility division's adjusted EBITDA was $179 million, a decrease of $119 million quarter-over-quarter, but an increase of $129 million year-over-year; The food delivery and delivery division reported an adjusted EBITDA loss of $161 million, a 31% narrowing from the same period last year and a $39 million narrowing from the same loss in the first quarter of this year.</p><p>In addition, freight business revenue was $348 million, a year-on-year increase of 65%, and based on this trend, the annualized revenue (run rate) will reach $1.4 billion; Adjusted EBITDA was a loss of $41 million, a 16% narrowing of the loss compared to the same period last year.</p><p>The company emphasized that its food delivery and delivery business achieved strong triple-digit year-on-year growth in total orders in the European, Middle Eastern and African markets, and also achieved considerable double-digit percentage growth year-on-year in North America, Latin America and the Asia-Pacific region. The total order volume of the mobility business achieved at least 10% month-on-month growth in the Asia-Pacific region, while the severe outbreak of the epidemic in India dragged down the order volume in the Asia-Pacific region by 9% month-on-month.</p><p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>Previously, the market was concerned that Uber would have to increase incentives for recruiting drivers in the post-pandemic era to cope with the supply shortage, which would hurt profits. This financial report confirmed the negative impact of this effort, namely that the ratio of revenue to total order value (Take Rate) in the mobility division decreased by 280 basis points quarter-on-quarter and plummeted by 710 basis points year-on-year to 18.7%. The company said this was due to \"increased investment in restoring driver availability, especially in the US market.\"</p><p>Regarding other user metrics, Uber did not provide exact figures on the number of drivers employed, but said its drivers and couriers earned a total of $7.9 billion in the second quarter, a 144% year-over-year increase, exceeding the 114% year-over-year increase in total orders. The company achieved 1.51 billion trips on its platform, up 4% month-on-month and 105% year-on-year, with both mobile travel and food delivery achieving month-on-month growth. The number of monthly active platform consumers (MAPCs) reached 101 million, up 3% month-on-month and 84% year-on-year, with an average monthly spending of $72 per MAPC, both year-on-year and month-on-month growth.</p><p><b>Diversification strategies are favored by Wall Street, with attention focused on when Uber will turn a profit and maintain high growth in its delivery business.</b></p><p>Investors will pay special attention to changes in total bookings for Uber's ride-hailing business, which is a key revenue indicator and has previously been severely impacted by the precipitous drop in ride-hailing demand during the pandemic and the forced closure of many businesses/companies.</p><p>The market is also focusing on the overall performance of Uber's diversified businesses, including mobility, food delivery, delivery, and freight.<b>After suffering billions of dollars in losses since its inception, some key business indicators are now showing signs of turning a profit.</b></p><p>John Blackledge, an analyst at securities firm Cowen, pointed out that Uber's core ride-hailing platform has already achieved profitability on a per-trip basis, and the company is expected to gain and maintain market share in many rapidly growing regions and neighboring spaces around the world. The company's plan to acquire logistics technology company Transplace for $2.25 billion will help accelerate the pace of its freight business turning a profit in the fourth quarter of next year.</p><p>Uber CEO Dara Khosrowshahi reiterated in his first-quarter earnings report in May that he was still expected to achieve positive adjusted quarterly EBITDA (earnings before interest, taxes, depreciation, and amortization) this year, a news welcomed by the capital markets.</p><p>However, the company also warned that it will invest $250 million in a driver incentive program because as the COVID-19 pandemic eases in the United States, ride demand is recovering faster than the ability to recruit new drivers, and food delivery demand continues to exceed supply, which will squeeze the company's profit margins.</p><p>Some analysts say that the shortage of contract drivers in the post-pandemic era is expected to continue into the third quarter of this year, threatening the business recovery of gig economy leaders such as Uber and Lyft. The two companies urgently need to find a long-term solution, and Carrol Chang, Uber's head of driver operations in North America, also acknowledged that this is an issue worthy of \"deep reflection and reflection,\" bringing great uncertainty to the ride-hailing business model.</p><p><b>In addition to demonstrating that it can overcome labor shortages without significantly increasing costs, Uber also needs to maintain the rapid growth of its food delivery and delivery businesses.</b>The latter significantly offset the weakness in the core ride-hailing business during the pandemic.</p><p>In addition to the acquisition of Transplace mentioned above, Uber recently also partnered with the largest membership-based warehouse chain in the United States.<a href=\"https://laohu8.com/S/COST\">Costco</a>Costco, the nation's largest food and drug retailer<a href=\"https://laohu8.com/S/ACI\">Alberson</a>Albertsons Companies has partnered with flower company FTD to expand its delivery business in groceries, as well as more prepared foods and pharmaceuticals.</p><p><b>Compared to its rival Lyft, which focuses on mobility, Uber's \"multi-legged\" walking model is clearly more favored by Wall Street.</b></p><p>Robert Mollins, an analyst at brokerage firm Gordon Haskett, believes that Uber's 12-month target price of $65 could set a new record high, citing its full-blown business and continued penetration into consumers' daily lives, which will increase market share in ride-hailing and delivery, thereby enhancing revenue and profitability in the coming years.</p><p>\"In the short term, Uber's mobility business has ridden the wave of economic reopening, while its food delivery and grocery delivery businesses can withstand the long-term coexistence of the pandemic. The value of its freight business is also underestimated, and the company is expected to become a leader in the freight brokerage industry. As a 'super one-stop App,' Uber will outperform Lyft, which focuses on ride-hailing services.\" Regarding the regulatory risks surrounding whether ride-hailing drivers are classified as \"temporary contract workers\" or corporate employees, analysts acknowledge the increasing regulatory pressure on the ride-hailing industry globally, while also believing that policies in some U.S. states are favorable to Uber. Previously, a growing number of countries were demanding that gig drivers be treated as employees, and some of the job benefits enjoyed by employees could erode company profits.</p><p>Mizuho Securities analyst James Lee said that unlike the UK's March ruling to classify drivers working for Uber as company employees, gig labor law negotiations in key states such as New York and Massachusetts are modeled after California's Proposition 22, a ballot initiative passed by California voters last year that allows gig workers working for Uber and other companies to be treated as independent contractors rather than company employees.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637158\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b431b6bf997a9b3e450c820d77b74d56","relate_stocks":{"UBER":"优步"},"source_url":"https://wallstreetcn.com/articles/3637158","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2157483232","content_text":"8月4日周三美股盘后，美国网约车巨头Uber（优步）公布了截止6月30日的2021财年第二季度财报。\n尽管当季总营收和利润均好于市场预期，但公司看重的盈利核心指标——调整后EBITDA仍录得亏损，且亏损规模高于预期，美股盘后跌7%，股价一度跌破39美元，如果延续至明日开盘将创去年11月以来的几个月最低。昨日财报称二季度首次扭亏的竞争对手Lyft也跟跌1%。Uber周三最深跌超3%，收跌超2%，报收41.81美元，今年迄今累跌18%，跑输同期标普500指数大盘逾17%的涨幅，较2月10日所创历史最高64.05美元累跌近35%，深陷技术熊市。\n但去年Uber累涨71.5%，远跑赢标普同期涨幅16.3%，过去一年Uber总回报率近44%，也高于标普大盘的总回报率35.4%。其股价进入5月以来连续下滑，市场担心招募后疫情时代零工司机的困难或有损利润，据称大股东日本软银正考虑减持对Uber持股的1/3也对后者股价不利。\n不过，财报发布前，华尔街对Uber未来走势颇为乐观。在FactSet调查的37位分析师中，有32人给予“买入”评级，仅2人评级“卖出”，平均目标价69.53美元，代表还有66%的涨幅空间。\n营收结束同比四连跌，“炒股”收益实现意外净利润，重申年底有调整后EBITDA正盈利\n财报显示，今年二季度，Uber总营收为39.3亿美元，高于市场预期的37.5亿美元，环比增长35%，同比增长105%，按固定汇率计算为同比增长95%，即较去年同期接近翻倍。\n这代表Uber总营收已重回2019年二季度（疫情前）水平，也是自2020财年一季度以来首次同比增长，结束了去年二季度开启的连续四季同比下滑趋势，伴随核心网约车业务从疫情低点反弹。\n当季净利润11亿美元，得益于对滴滴和自动驾驶初创公司Aurora合计18.71亿美元的股权投资未实现收益推动。这令EPS为令人意外的每股收益58美分，此前市场预期为每股亏损51美分。\n但调整后EBITDA（息税折旧和摊销前收益）仍为亏损5.09亿美元，较一季度亏损扩大1.5亿美元，也高于市场预期的亏损3.25亿美元。不过，这较去年二季度亏损收窄3.28亿美元或收窄四成，自公司成立以来尚未调整后EBITDA正盈利，同时二季度的运营亏损为11.9亿美元。\n\n首席财务官Nelson Chai重申今年四季度能实现调整后EBITDA扭亏为盈的里程碑，预计三季度调整后EBITDA亏损将改善至不到1亿美元，并录得创纪录新高的220亿至240亿美元总预订额。\n公司CEO Dara Khosrowshahi 称，二季度“通过投资司机来投资复苏”并取得了很大进展，美国的月活跃司机和快递员从 2 月到 7 月增加了近 42万人，司机人数在二季度增加75%，90%的闲置司机称将于9月复工，同时使用移动出行和配送服务的消费者产生了近一半的总预定量。\n外卖配送收入和总订单额持续超过核心网约车服务，整体总订单额创纪录最高\nUber在财报中将主营业务分为网约车为主的移动出行（Mobility）、外卖及配送（Delivery）和货运（Freight）三大部分。\n今年二季度，外卖及配送收入再度超过移动出行业务，延续疫情以来的大趋势。其中，外卖及配送收入录得19.6亿美元，环比增13%、同比翻倍（增122%）；移动出行收入16.2亿美元，不计入英国第一季度将零工驾驶员归为雇员产生的历史索赔应计费用为环比增11%，同比增98%。\n分析称，共享出行直到去年疫情前都是Uber主要营收来源和核心业务，而公司从2014年试水、2016年正式推出的外卖配送正成为未来增长引擎。去年三季度，Uber的外卖业务收入曾连续两个季度超过核心打车业务收入，疫情中也正是外卖业务的增长部分抵消了打车业务的严重下滑。\n在市场更关注、与营收密切相关的指标——总订单额（Gross Bookings）方面，Uber二季度总订单额达到219亿美元的历史新高，同比翻倍（增114%），比预期高出10亿美元。其中，移动出行总订单额为86亿美元，同比增184%；外卖及配送总订单额为129亿美元，同比增85%。\n\n在盈利指标上，移动出行部门调整后EBITDA为盈利1.79亿美元，环比下降1.19亿美元，但同比增长1.29亿美元；外卖及配送部门调整后EBITDA为亏损1.61亿美元，较去年同期亏损收窄31%，也较今年一季度的同类亏损指标收窄3900万美元。\n此外，货运业务的收入为3.48亿美元，同比增65%，按照这一趋势的年化收入（run rate）将达14亿美元；调整后EBITDA为亏损4100万美元，较去年同期亏损收窄16%。\n公司强调，外卖与配送业务的总订单额在欧洲、中东和非洲市场实现了同比三位数的强劲增长，在北美、拉丁美洲和亚太地区也同比实现双位数百分比的可观增幅。移动出行业务的总订单额在初亚太地区均实现环比至少10%的增长，因印度疫情严重爆发而拖累亚太订单额环比下降了9%。\n\n此前市场担心，Uber在后疫情时代必须加大招揽司机的奖励，才能应付供不应求的局面，这将有损利润。本次财报证实了这种努力的负面影响，即移动出行部门收入与总订单金额的比例（变现率，Take Rate）环比下降280个基点、同比骤降710个基点至18.7%，公司称这受到“在恢复司机可得领域的投资增加影响，尤其是在美国市场”。\n在其他用户指标方面，Uber没有提供确切的受雇司机人数，但表示其司机和快递员在二季度总收入 79 亿美元，同比增144%，超过总订单额同比114%的增幅。公司平台上实现15.1亿次出行，环比增4%、同比增105%，移动出行和外卖出行均实现环比增长。每月活跃平台消费者（MAPC）达到1.01 亿，环比增3%、同比增84%，平均每MAPC月花费72美元，同比环比均增长。\n多元化策略受华尔街青睐，关注Uber何时扭亏为盈和维持配送业务高增长\n投资者将特别关注Uber的网约车业务总预订量变化，该移动出行板块的总预订量是营收的一个关键指标，此前受到疫情期间叫车需求断崖式下跌和不少商家/公司被迫关门的严重打击。\n市场还关注Uber移动出行、外卖及配送和货运等多元化业务的综合表现，在创立以来持续亏损了数十亿美元之后，目前一些关键业务指标已展现出扭亏为盈的迹象。\n券商Cowen分析师John Blackledge 指出，Uber核心网约车平台在每次出行的基础上已实现盈利，公司有望在全球多个快速增长的地区及相邻空间中获得并保持市场份额。公司计划以22.5亿美元收购物流科技公司Transplace有助于加速货运业务在明年四季度彻底扭亏的步伐。\nUber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA（息税折旧摊销前利润）为正盈利，这一消息受到资本市场欢迎。\n但公司同时预警称，将斥资2.5亿美元开展司机奖励计划，因为随着新冠疫情在美国缓解，乘车需求的恢复速度超过了招揽新司机的能力，送餐需求也持续超过供给，这将压缩公司利润空间。\n有分析称，后疫情时代的合同工司机短缺预计将持续到今年三季度，威胁到Uber和Lyft等零工经济领头羊的业务复苏。两家公司急需找到长期解决方案，Uber北美司机运营主管Carrol Chang也承认这是一个值得“深刻反省和反思的问题”，给网约车商业模式带来很大不确定性。\n除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。\n在上文提到的收购Transplace公司之外，Uber新近还与美国最大的连锁会员制仓储量贩店好市多（Costco）、全美最大食品药品零售商艾伯森（Albertsons Companies）和花卉公司FTD达成合作关系，增加在日用杂货和更多预制食品、药品方面的配送业务。\n与专注移动出行的竞争对手Lyft相比，Uber这种“多条腿”走路的模式显然更被华尔街青睐。\n券商Gordon Haskett 分析师Robert Mollins便认为Uber未来12个月目标价为65美元，即可以再创历史新高，理由是其业务全面开花并持续深入消费者的日常生活，将在网约车和配送方面增加市场份额，有利于增强未来几年的营收和盈利能力：\n\n “从短期来看，Uber移动出行业务乘上了经济重新开放的东风，而外卖及杂货配送业务可以抵御长期与疫情共存的背景，其货运业务价值也被低估，公司有望成为货运经纪行业的领导者。作为一种“超级一站式App”，Uber将跑赢专注打车业务的Lyft。”\n\n在围绕网约车司机究竟被归类到“临时合同工”还是企业雇员的监管风险方面，分析师一方面承认网约车行业在全球范围内的监管压力增加，同时也认为美国一些州的政策利好于Uber。此前，越来越多的国家正要求将零工司机视为雇员，而雇员享有的一些工作福利会蚕食公司盈利。\n瑞穗证券分析师James Lee称，与英国在今年3月裁决把为Uber工作的驾驶员归类成公司雇员不同，美国纽约州和马萨诸塞州等关键州的零工劳动法谈判正以加州22号提案为蓝本，后者是加州选民去年通过的一项投票倡议，允许把为Uber等工作的零工工人视为独立合同工而非公司员工。","news_type":1,"symbols_score_info":{"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":5114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159246981,"gmtCreate":1624972349843,"gmtModify":1703849107982,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"title":"","htmlText":"Maybe can invest more in this&nbsp;","listText":"Maybe can invest more in this&nbsp;","text":"Maybe can invest more in this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159246981","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":4279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939285463,"gmtCreate":1662116722953,"gmtModify":1676537001524,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"title":"","htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939285463","repostId":"9939015266","repostType":1,"repost":{"id":9939015266,"gmtCreate":1662021067719,"gmtModify":1676536627174,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_trading room","avatar":"https://community-static.tradeup.com/news/5d4e379a31618023c7f5cc95a2df3468","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"What is the relationship between Treasury yields and U.S. stocks","htmlText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","listText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","text":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","images":[{"img":"https://static.tigerbbs.com/34045d2cd6ebf26f51189f17851968c0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b33c3fd609e8ad8bbde21148ff860791","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/01eff9c543a6e4dd1bda61a0d9e38322","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939015266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808311928,"gmtCreate":1627556343664,"gmtModify":1703492301840,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"title":"","htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808311928","repostId":"1147448167","repostType":4,"repost":{"id":"1147448167","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627554833,"share":"https://ttm.financial/m/news/1147448167?lang=en_US&edition=fundamental","pubTime":"2021-07-29 18:33","market":"other","language":"zh","title":"Didi Chuxing: Rumors about Didi's privatization are false information","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel: Rumors about Didi's privatization are false, and the company is currently actively and fully cooperating with cybersecurity reviews.</b></p><p>Following the announcement, Didi's pre-market share price fell, but as of press time, it had risen by 24%.</p><p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p><p>Didi's stock price suddenly surged in pre-market trading today, rising by more than 45% at one point. According to the Wall Street Journal, Didi is considering going private and compensating investors for losses suffered since the company went public in the United States at the end of June.<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></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>Didi Chuxing: Rumors about Didi's privatization are false information</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nDidi Chuxing: Rumors about Didi's privatization are false information\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-29 18:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel: Rumors about Didi's privatization are false, and the company is currently actively and fully cooperating with cybersecurity reviews.</b></p><p>Following the announcement, Didi's pre-market share price fell, but as of press time, it had risen by 24%.</p><p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p><p>Didi's stock price suddenly surged in pre-market trading today, rising by more than 45% at one point. According to the Wall Street Journal, Didi is considering going private and compensating investors for losses suffered since the company went public in the United States at the end of June.<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":4891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159270938,"gmtCreate":1624972559824,"gmtModify":1703849114625,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159270938","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":4579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}