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oleoleole

oleoleole

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2022-10-26

Nice

Tesla Has An Elon Musk Problem

2022-10-15

Nicr

Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback

2022-10-26

Nice

Google Was Supposed to Be Wall Street’s Safe Haven, but Now It’s a Dart Board

2022-10-22

Holy

Vaccine Stocks Jumped in Morning Trading, with Novavax Soaring 6.8%

2022-11-20

Hahaha

Sea Limited: Profitability May Be Around The Corner

2022-10-26

Hs

Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch

2022-10-20

Nic

Tesla, AT&T, IBM, Nokia, American Airlines And More: U.S. Stocks To Watch

2022-10-20

Nicr

Alibaba: It Could Get Worse

2021-08-19

Nice

Nvidia earnings top Street view with record data-center, gaming revenue, but supply constraints still a concern

2022-10-19

Ok

Apple Earnings Are Likely To Bomb Going Forward

2022-10-15

Nice

Airline Stocks Have Struggled. Here Are a Few That Could Take Off

2022-11-02

$Amazon.com(AMZN)$probably the 2nd best faang stock after AAPL LETS GO

2022-10-26

Nice

Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch

2022-10-22

Nice

US STOCKS-Wall Street Ends Higher As Hopes for Less Aggressive Fed Grow

2022-10-19

Nixe

ASML Reports Q3 Net Sales of €5.8 Billion, Better Than Expected

2021-08-19

Comnent

European Luxury Stocks Tumble On China's "Wealth Redistribution" Plans

2022-11-27

$Tesla Motors(TSLA)$

2022-11-12

$Alibaba(BABA)$

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it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958289371,"gmtCreate":1673748282693,"gmtModify":1676538880938,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"ahd","listText":"ahd","text":"ahd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958289371","repostId":"9958215170","repostType":1,"repost":{"id":9958215170,"gmtCreate":1673747631490,"gmtModify":1676538880836,"author":{"id":"4101144485256300","authorId":"4101144485256300","name":"Bunifa Latif","avatar":"https://static.tigerbbs.com/26345dcc52c7fb5e31b8214c4b0f3b11","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101144485256300","authorIdStr":"4101144485256300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/601601\">$China Pacific Insurance (Group) Co., Ltd.(601601)$&nbsp;</a><a href=\"https://ttm.financial/S/CHPXF\">$China Pacific Insurance Group Co Ltd(CHPXF)$&nbsp;</a> Focus on higher quality growth China Pacific (CPIC) is the third largest player in both life and property &amp; casualty (P&amp;C) segments in China. CPIC generated about two thirds of net earned premiums from life insurance and about a third from P&amp;C. Looking ahead, we expect its life new business value (NBV) growth will need time to see a gradual recovery given the challenging environment from the pandemic remains, which has impacted the industry’s new policy sales momentum and agency force. Valuations however have reflected much of the concerns over a more modest growth outlook and negati","listText":"<a href=\"https://ttm.financial/S/601601\">$China Pacific Insurance (Group) Co., Ltd.(601601)$&nbsp;</a><a href=\"https://ttm.financial/S/CHPXF\">$China Pacific Insurance Group Co Ltd(CHPXF)$&nbsp;</a> Focus on higher quality growth China Pacific (CPIC) is the third largest player in both life and property &amp; casualty (P&amp;C) segments in China. CPIC generated about two thirds of net earned premiums from life insurance and about a third from P&amp;C. Looking ahead, we expect its life new business value (NBV) growth will need time to see a gradual recovery given the challenging environment from the pandemic remains, which has impacted the industry’s new policy sales momentum and agency force. Valuations however have reflected much of the concerns over a more modest growth outlook and negati","text":"$China Pacific Insurance (Group) Co., Ltd.(601601)$ $China Pacific Insurance Group Co Ltd(CHPXF)$ Focus on higher quality growth China Pacific (CPIC) is the third largest player in both life and property & casualty (P&C) segments in China. CPIC generated about two thirds of net earned premiums from life insurance and about a third from P&C. Looking ahead, we expect its life new business value (NBV) growth will need time to see a gradual recovery given the challenging environment from the pandemic remains, which has impacted the industry’s new policy sales momentum and agency force. Valuations however have reflected much of the concerns over a more modest growth outlook and negati","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958215170","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958635190,"gmtCreate":1673712209310,"gmtModify":1676538877552,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Valid","listText":"Valid","text":"Valid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958635190","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958393766,"gmtCreate":1673625705655,"gmtModify":1676538867194,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Valid","listText":"Valid","text":"Valid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958393766","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951460824,"gmtCreate":1673540007968,"gmtModify":1676538853720,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Valid","listText":"Valid","text":"Valid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951460824","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951853516,"gmtCreate":1673452923835,"gmtModify":1676538839589,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Valid","listText":"Valid","text":"Valid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951853516","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951075630,"gmtCreate":1673366449021,"gmtModify":1676538825468,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Valid","listText":"Valid","text":"Valid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951075630","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953597240,"gmtCreate":1673280292681,"gmtModify":1676538811186,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Valid","listText":"Valid","text":"Valid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953597240","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953613958,"gmtCreate":1673233436275,"gmtModify":1676538803234,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"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18:01","market":"us","language":"en","title":"Tesla Has An Elon Musk Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2278672309","media":"Seeking Alpha","summary":"SummaryTesla's growth is astonishing and it continued to hold significant market share in the United States and around the world in the all-electric vehicle industry.But with their currently-high valu","content":"<html><head></head><body><h2>Summary</h2><ul><li>Tesla&#39;s growth is astonishing and it continued to hold significant market share in the United States and around the world in the all-electric vehicle industry.</li><li>But with their currently-high valuation relative to peers directly tied, I believe, to Elon Musk&#39;s involvement with the company - recent events may change that.</li><li>As a result, I evaluate the company&#39;s current fair value and believe it is lower enough to avoid the company altogether until it reaches more realistic levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/036a30b7377f20abe9dceec9a63d51f5\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>Tesla (NASDAQ:TSLA) is an interesting growth story and one for the ages. After staring bankruptcy straight in the eyes several times, according to CEO Elon Musk, they ended up as one of the biggest success stories in earlymarket penetration and scaling up capacity around the globe in record time.</p><p>Just like other once-startups in an emerging new industry, however, there are always issues with how to value a company like Tesla. And going one step forward - what influence does the presence of a revolutionary mind like that of Elon Musk have on the stocks share price and subsequent valuation.</p><p>While the company is the only current all-electric vehicle manufacturer with the capacity to meet the demand around the globe, I still believe that there is significant premium to the company&#39;s valuation due to its association with Mr. Musk and that if you take him out of the equation - while the company will still do remarkably well and continue to grow, their valuation may be excessive.</p><p>Let&#39;s dissect what I mean by excessive and the implications of such.</p><h2>Tesla&#39;s Advantage Is Clear</h2><p>While the company is facing increasing competitive pressures from nearly all automobile manufacturers around the globe, they still remain the only company which currently has the capacity to manufacture and deliver hundreds of thousands of all-electric vehicles. While there are some exceptions to this with Chinese-based companies, I&#39;ll discuss that later.</p><p>This means that when a company like Hertz (HTZ) wants to cut their maintenance and fuel consumption surcharges and puts in an order for 100,000 all-electric cars - they really only have one option if they want them delivered within a year or two. And that&#39;s exactly what they did.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/607f7a5839ed63281b20fe46d8365acd\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>US EV Sales - 2022 YTD (Electrek US EV Sales Tracker)</span></p><p>Even while other companies like Ford (F), General Motors (GM), Toyota Motor (TM) have ramped up production of their all-electric and plug-in hybrid vehicles, they still remain well behind in their capacity for delivery.</p><p>Furthermore, even though most other companies are catching up on this as time goes by, Tesla still has built-in technological advantages like automated driving capabilities, vehicle control technologies, supercharging stations and others. These aren&#39;t only just for tech geeks who want to make an investment in the company&#39;s current lead in the race for autonomous driving, the vehicle mileage and performance is on the top of consumers&#39; minds as they think of which all-electric vehicle they want to purchase.</p><h2>Tesla&#39;s Growth Is Astonishing</h2><p>It&#39;s not just that the company has an advantage in their ability to deliver more than their competitors - it&#39;s that they&#39;re actually increasing deliveries almost every quarter, on average, and they&#39;re expected to maintain this growth for quite some time.</p><p>They&#39;re doing this by opening manufacturing plants outside of the United States in fast growing markets in the Asia-Pacific region and the European Union and the United Kingdom. While the full capacity of their Shanghai and Germany plants were slightly hindered by the COVID-19 pandemic closures, they&#39;re on tap to make record deliveries once more this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdab1ca78acffae7370633d386137363\" tg-width=\"640\" tg-height=\"392\" width=\"100%\" height=\"auto\"/><span>Tesla Vehicle Sales by Quarter (Statista - Sales Visualization)</span></p><p>As we can see, the company has made nearly as many deliveries of their new all-electric vehicles, mostly the Model 3 and Model Y, in the first 3 quarters of this year as they did in the entirety of last year and are set to deliver well over one million vehicles in 2022.</p><p>While they&#39;re growing these figures with new plants, other companies are struggling to increase capacity and convert existing manufacturing facilities in the United States to manufacture their own versions of all-electric vehicles.</p><p>That&#39;s why I believe Tesla&#39;s growth story is far from over, and we can see that in the company&#39;s current projections for the coming years.</p><h2>Future Growth Is Strong, But...</h2><p>While the company is projected to deliver almost 2 million vehicles in 2023, there are some negative factors which stand in the way of future growth for the company, even if they seem to be minor in the grand scheme of things.</p><p>Firstly, there&#39;s increased competition. While this may not mean much for Tesla in the near term, it certainly will mean a lot in the longer term. There are hundreds of new all-electric and plug-in hybrid models hitting the streets (pun intended) in the coming years and while that may not do much for a few years, it&#39;s bound to cut into their market share.</p><p>In fact, that&#39;s already been happening. While their cars are not sold in the United States or in major markets (in significant numbers, in any case) outside of the People&#39;s Republic of China, BYD (OTCPK:BYDDF) has seen their market share double in the global all-electric vehicle sales and now stand at 11% while Tesla has decreased to about 19% in the latest report of YTD figures in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec9fdb84e4e48b98991d0625bdc2217a\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>H1 2022 EV Sales by Company (InsideEVs EV Sales)</span></p><p>Even with these global sales and market share figures, the company is still projected to do very well, as you can see by the company&#39;s current projections for sales and earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7244826e2217edac067e967d0999422f\" tg-width=\"623\" tg-height=\"341\" width=\"100%\" height=\"auto\"/><span>Tesla Sales Growth Projections (Seeking Alpha)</span></p><p>But there&#39;s still this issue.</p><h2>The Elon Musk Problem</h2><p>I know, I know, I bore you with details about the company before getting to the issue at hand. But context here is very important.</p><p>The company does have things it can do, which don&#39;t require some magical solution by the contrarian-thinking Elon Musk - things like lowering their prices to outmaneuver other companies introducing high-end (ish) all-electric vehicles and things of that nature. But there&#39;s still an issue.</p><p>The issue is Elon Musk. While most of the world was struggling with updating the technology in regular automobiles, he was 10 steps ahead with battery technology advancements, technological advancements, EV range increases, charging station expansions and many other things.</p><p>This forward-thinking vision is exactly what made Tesla the hype (rightfully so, not in a bad way) which it is today and I don&#39;t believe the company will be where it is today without him. But for how long is he going to stay?</p><h3>Twitter Is Hardly The Only Issue</h3><p>As we&#39;ve seen with Jack Dorsey when he operated both Square (SQ) and Twitter (TWTR), it&#39;s nearly impossible to run multiple companies at once and do a great job at all of them, even if you&#39;re Elon Musk.</p><p>While Mr. Musk runs Tesla&#39;s as its chief-product-officer, as he dubs himself, he also runs SpaceX (SPACE), The Boring Company, SolarCity (part of Tesla) and other AI (artificial intelligence) companies and he now picked up Twitter.</p><p>While he did sell a significant portion of his Tesla stock to do so, diluting his ownership, it&#39;s the hands-off approach I think is coming to Tesla which can hurt valuation. Not only is there a board which can hold this work ethic accountable for the time spent elsewhere, it&#39;s about where he spends most of his time.</p><p>During the company&#39;s near-bankruptcy times a few years back, Elon Musk notoriously slept on the factory floor to make sure production headwinds were dealt with and it was undoubtedly one of the reasons employees, officers and other mangers managed to get the job done and get vehicles out for delivery.</p><p>Can Elon Must continue to do that now?</p><h3>Eventually He Has To Make A Choice</h3><p>Right now, I believe that Tesla is no longer a priority for Mr. Musk, and that the following companies will take precedent:</p><p>1 -<b>Twitter</b>: With Elon Musk&#39;s personal crusade and fortune tied into this acquisition, it&#39;s hardly a stretch to think that he&#39;ll need to spend a lot of time building the company into something which can potentially be profitable. Since 2021, a lot of the folks who he presumably wants to bring back to Twitter (I won&#39;t mention names since I don&#39;t want the article to turn political, but unless you&#39;ve been living in a cave for the past 3 years - you know who I mean) have found other platforms and have since gravitated away.</p><p>Especially since he plans to fire 75% of the company&#39;s employees, he&#39;ll need to have a hands-on approach if he wants to steer this mega tech company to a place where it can generate meaningful growth or profits in the years to come.</p><p>2 -<b>SpaceX</b>: With the world of space exploration just beginning, and the company&#39;s recent advancements in rocket technologies, the company has been experiencing increased demand and this too requires a hands on approach to work with the engineers to solve the seemingly endless headwinds they face trying to colonize other planets, set up the Starlink network and more.</p><p>This means, I believe, that outside of the near full-time job of running Twitter, that Mr. Musk will be spending a near full-time job equivalent of time at SpaceX in order to make these futuristic technologies and products work.</p><p>3 -<b>The Boring Company &amp; Neuralink</b>: While these companies have not been as high profile as Mr. Musk&#39;s other ones, recent news that the company is battling deadlines and postponing show-and-tell events further eludes or confirms that the companies are facing some difficulties taking off.</p><p>Since Mr. Musk has been actively taking part in these companies and their issues, it&#39;s apparent to me that he&#39;s going to continue to spend time with these companies, which will further take time away from Tesla.</p><h2>So What&#39;s The Problem Exactly?</h2><p>The problem is the company&#39;s valuation.</p><p>As we&#39;ve seen with sales, growth is projected to slow over the next decade since competitive pressures are mounting and that&#39;s true for net income as well, especially if the company will need to lower prices in order to compete.</p><h3>Earnings Per Share Multiples - Comparison</h3><p>Tesla is currently trading at 30x to 50x forward earnings per share projections while they&#39;re expected to report slowing growth and a decline by 2027 due to certain estimates that tax credits end and various other factors coming in.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0433a7fa8724b7ec3a9274292ecd618d\" tg-width=\"640\" tg-height=\"170\" width=\"100%\" height=\"auto\"/><span>EPS Projections &amp; FWD P/E Ratio (Seeking Alpha)</span></p><p>While these may not seem excessive, companies like Ford with a projected 25% increase in EPS this year are trading at around 7x forward earnings. Toyota Motors with a longer term EPS growth projection of 5-6% are trading at around 9x forward earnings.</p><h3>Sales Multiples - Comparison</h3><p>If we want to look at sales as an indication, things get even more interesting. Comparing Tesla&#39;s sales growth to that of BYD&#39;s, the company&#39;s closest competitor by unit sales volume, there&#39;s a stark difference in valuation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3fb74c2c9e703771131b2ac31a12050\" tg-width=\"640\" tg-height=\"111\" width=\"100%\" height=\"auto\"/><span>BYD Sales Growth / Multiples (Seeking Alpha)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb5de69f4748bc2763641db7f4589d7a\" tg-width=\"640\" tg-height=\"110\" width=\"100%\" height=\"auto\"/><span>TSLA Sales Growth / Multiples (Seeking Alpha)</span></p><p>The difference here is quite astonishing. With nearly identical growth, Tesla is trading at 4.5x to 8x sales multiples while BYD is trading at 0.7x to 1.3x.</p><p>This is due in part to the enthusiasm and trust around Elon Musk&#39;s ability to solve issues and come up with product improvements, as his title so suggests. Without him at the helm, I have no doubt that the company can succeed, but can they do so at a valuation 3-4 times as high as other companies with somewhat similar growth projection? I&#39;m just not sure.</p><h2>Conclusion, If There Is One</h2><p>Is Tesla a good company which currently has a near monopoly on US all-electric vehicle sales with ramping up production in the Asia-Pacific and European Union and United Kingdom regions? Absolutely yes.</p><p>Will they continue to grow their long-term sales at low to mid double digits over the next decade? Most likely.</p><p>But with increasing competitive pressures from existing companies, near-certain Model 3 and Model Y pricing cuts and a sluggish sales prospect in China due to increasing competitive pressures from geopolitical forces, the company is going to need the ingenuity of the person who made them what they are today.</p><p>As Mr. Musk continued to take on more and more impossible projects, I don&#39;t believe that dedication is sustainable for Tesla and I believe that the company will see him having a more and more hands-off approach as he focused on the other monumental tasks ahead with Twitter, SpaceX, The Boring Company and Neuralink.</p><p>This doesn&#39;t mean that the company&#39;s growth is in question - but it does mean that if we treat Tesla as a generic company growing at the pace they are, they may be valued quite significantly lower than they are right now. This also means that, historically, during period where the market underperforms, like during recessions or market slowdowns, these types of companies tend to underperform the broader market.</p><p>While the company&#39;s growth is not in question, their valuation is. And as a result, I believe that their fair value lies lower than their current valuation. So while I do believe in their future, I&#39;m avoiding the stock altogether.</p><p><i>This article is written by </i><i>Pinxter Analytics</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Has An Elon Musk Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Has An Elon Musk Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4549186-tesla-has-an-elon-musk-problem><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's growth is astonishing and it continued to hold significant market share in the United States and around the world in the all-electric vehicle industry.But with their currently-high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4549186-tesla-has-an-elon-musk-problem\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4549186-tesla-has-an-elon-musk-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278672309","content_text":"SummaryTesla's growth is astonishing and it continued to hold significant market share in the United States and around the world in the all-electric vehicle industry.But with their currently-high valuation relative to peers directly tied, I believe, to Elon Musk's involvement with the company - recent events may change that.As a result, I evaluate the company's current fair value and believe it is lower enough to avoid the company altogether until it reaches more realistic levels.Justin SullivanTesla (NASDAQ:TSLA) is an interesting growth story and one for the ages. After staring bankruptcy straight in the eyes several times, according to CEO Elon Musk, they ended up as one of the biggest success stories in earlymarket penetration and scaling up capacity around the globe in record time.Just like other once-startups in an emerging new industry, however, there are always issues with how to value a company like Tesla. And going one step forward - what influence does the presence of a revolutionary mind like that of Elon Musk have on the stocks share price and subsequent valuation.While the company is the only current all-electric vehicle manufacturer with the capacity to meet the demand around the globe, I still believe that there is significant premium to the company's valuation due to its association with Mr. Musk and that if you take him out of the equation - while the company will still do remarkably well and continue to grow, their valuation may be excessive.Let's dissect what I mean by excessive and the implications of such.Tesla's Advantage Is ClearWhile the company is facing increasing competitive pressures from nearly all automobile manufacturers around the globe, they still remain the only company which currently has the capacity to manufacture and deliver hundreds of thousands of all-electric vehicles. While there are some exceptions to this with Chinese-based companies, I'll discuss that later.This means that when a company like Hertz (HTZ) wants to cut their maintenance and fuel consumption surcharges and puts in an order for 100,000 all-electric cars - they really only have one option if they want them delivered within a year or two. And that's exactly what they did.US EV Sales - 2022 YTD (Electrek US EV Sales Tracker)Even while other companies like Ford (F), General Motors (GM), Toyota Motor (TM) have ramped up production of their all-electric and plug-in hybrid vehicles, they still remain well behind in their capacity for delivery.Furthermore, even though most other companies are catching up on this as time goes by, Tesla still has built-in technological advantages like automated driving capabilities, vehicle control technologies, supercharging stations and others. These aren't only just for tech geeks who want to make an investment in the company's current lead in the race for autonomous driving, the vehicle mileage and performance is on the top of consumers' minds as they think of which all-electric vehicle they want to purchase.Tesla's Growth Is AstonishingIt's not just that the company has an advantage in their ability to deliver more than their competitors - it's that they're actually increasing deliveries almost every quarter, on average, and they're expected to maintain this growth for quite some time.They're doing this by opening manufacturing plants outside of the United States in fast growing markets in the Asia-Pacific region and the European Union and the United Kingdom. While the full capacity of their Shanghai and Germany plants were slightly hindered by the COVID-19 pandemic closures, they're on tap to make record deliveries once more this year.Tesla Vehicle Sales by Quarter (Statista - Sales Visualization)As we can see, the company has made nearly as many deliveries of their new all-electric vehicles, mostly the Model 3 and Model Y, in the first 3 quarters of this year as they did in the entirety of last year and are set to deliver well over one million vehicles in 2022.While they're growing these figures with new plants, other companies are struggling to increase capacity and convert existing manufacturing facilities in the United States to manufacture their own versions of all-electric vehicles.That's why I believe Tesla's growth story is far from over, and we can see that in the company's current projections for the coming years.Future Growth Is Strong, But...While the company is projected to deliver almost 2 million vehicles in 2023, there are some negative factors which stand in the way of future growth for the company, even if they seem to be minor in the grand scheme of things.Firstly, there's increased competition. While this may not mean much for Tesla in the near term, it certainly will mean a lot in the longer term. There are hundreds of new all-electric and plug-in hybrid models hitting the streets (pun intended) in the coming years and while that may not do much for a few years, it's bound to cut into their market share.In fact, that's already been happening. While their cars are not sold in the United States or in major markets (in significant numbers, in any case) outside of the People's Republic of China, BYD (OTCPK:BYDDF) has seen their market share double in the global all-electric vehicle sales and now stand at 11% while Tesla has decreased to about 19% in the latest report of YTD figures in 2022.H1 2022 EV Sales by Company (InsideEVs EV Sales)Even with these global sales and market share figures, the company is still projected to do very well, as you can see by the company's current projections for sales and earnings.Tesla Sales Growth Projections (Seeking Alpha)But there's still this issue.The Elon Musk ProblemI know, I know, I bore you with details about the company before getting to the issue at hand. But context here is very important.The company does have things it can do, which don't require some magical solution by the contrarian-thinking Elon Musk - things like lowering their prices to outmaneuver other companies introducing high-end (ish) all-electric vehicles and things of that nature. But there's still an issue.The issue is Elon Musk. While most of the world was struggling with updating the technology in regular automobiles, he was 10 steps ahead with battery technology advancements, technological advancements, EV range increases, charging station expansions and many other things.This forward-thinking vision is exactly what made Tesla the hype (rightfully so, not in a bad way) which it is today and I don't believe the company will be where it is today without him. But for how long is he going to stay?Twitter Is Hardly The Only IssueAs we've seen with Jack Dorsey when he operated both Square (SQ) and Twitter (TWTR), it's nearly impossible to run multiple companies at once and do a great job at all of them, even if you're Elon Musk.While Mr. Musk runs Tesla's as its chief-product-officer, as he dubs himself, he also runs SpaceX (SPACE), The Boring Company, SolarCity (part of Tesla) and other AI (artificial intelligence) companies and he now picked up Twitter.While he did sell a significant portion of his Tesla stock to do so, diluting his ownership, it's the hands-off approach I think is coming to Tesla which can hurt valuation. Not only is there a board which can hold this work ethic accountable for the time spent elsewhere, it's about where he spends most of his time.During the company's near-bankruptcy times a few years back, Elon Musk notoriously slept on the factory floor to make sure production headwinds were dealt with and it was undoubtedly one of the reasons employees, officers and other mangers managed to get the job done and get vehicles out for delivery.Can Elon Must continue to do that now?Eventually He Has To Make A ChoiceRight now, I believe that Tesla is no longer a priority for Mr. Musk, and that the following companies will take precedent:1 -Twitter: With Elon Musk's personal crusade and fortune tied into this acquisition, it's hardly a stretch to think that he'll need to spend a lot of time building the company into something which can potentially be profitable. Since 2021, a lot of the folks who he presumably wants to bring back to Twitter (I won't mention names since I don't want the article to turn political, but unless you've been living in a cave for the past 3 years - you know who I mean) have found other platforms and have since gravitated away.Especially since he plans to fire 75% of the company's employees, he'll need to have a hands-on approach if he wants to steer this mega tech company to a place where it can generate meaningful growth or profits in the years to come.2 -SpaceX: With the world of space exploration just beginning, and the company's recent advancements in rocket technologies, the company has been experiencing increased demand and this too requires a hands on approach to work with the engineers to solve the seemingly endless headwinds they face trying to colonize other planets, set up the Starlink network and more.This means, I believe, that outside of the near full-time job of running Twitter, that Mr. Musk will be spending a near full-time job equivalent of time at SpaceX in order to make these futuristic technologies and products work.3 -The Boring Company & Neuralink: While these companies have not been as high profile as Mr. Musk's other ones, recent news that the company is battling deadlines and postponing show-and-tell events further eludes or confirms that the companies are facing some difficulties taking off.Since Mr. Musk has been actively taking part in these companies and their issues, it's apparent to me that he's going to continue to spend time with these companies, which will further take time away from Tesla.So What's The Problem Exactly?The problem is the company's valuation.As we've seen with sales, growth is projected to slow over the next decade since competitive pressures are mounting and that's true for net income as well, especially if the company will need to lower prices in order to compete.Earnings Per Share Multiples - ComparisonTesla is currently trading at 30x to 50x forward earnings per share projections while they're expected to report slowing growth and a decline by 2027 due to certain estimates that tax credits end and various other factors coming in.EPS Projections & FWD P/E Ratio (Seeking Alpha)While these may not seem excessive, companies like Ford with a projected 25% increase in EPS this year are trading at around 7x forward earnings. Toyota Motors with a longer term EPS growth projection of 5-6% are trading at around 9x forward earnings.Sales Multiples - ComparisonIf we want to look at sales as an indication, things get even more interesting. Comparing Tesla's sales growth to that of BYD's, the company's closest competitor by unit sales volume, there's a stark difference in valuation.BYD Sales Growth / Multiples (Seeking Alpha)TSLA Sales Growth / Multiples (Seeking Alpha)The difference here is quite astonishing. With nearly identical growth, Tesla is trading at 4.5x to 8x sales multiples while BYD is trading at 0.7x to 1.3x.This is due in part to the enthusiasm and trust around Elon Musk's ability to solve issues and come up with product improvements, as his title so suggests. Without him at the helm, I have no doubt that the company can succeed, but can they do so at a valuation 3-4 times as high as other companies with somewhat similar growth projection? I'm just not sure.Conclusion, If There Is OneIs Tesla a good company which currently has a near monopoly on US all-electric vehicle sales with ramping up production in the Asia-Pacific and European Union and United Kingdom regions? Absolutely yes.Will they continue to grow their long-term sales at low to mid double digits over the next decade? Most likely.But with increasing competitive pressures from existing companies, near-certain Model 3 and Model Y pricing cuts and a sluggish sales prospect in China due to increasing competitive pressures from geopolitical forces, the company is going to need the ingenuity of the person who made them what they are today.As Mr. Musk continued to take on more and more impossible projects, I don't believe that dedication is sustainable for Tesla and I believe that the company will see him having a more and more hands-off approach as he focused on the other monumental tasks ahead with Twitter, SpaceX, The Boring Company and Neuralink.This doesn't mean that the company's growth is in question - but it does mean that if we treat Tesla as a generic company growing at the pace they are, they may be valued quite significantly lower than they are right now. This also means that, historically, during period where the market underperforms, like during recessions or market slowdowns, these types of companies tend to underperform the broader market.While the company's growth is not in question, their valuation is. And as a result, I believe that their fair value lies lower than their current valuation. So while I do believe in their future, I'm avoiding the stock altogether.This article is written by Pinxter Analytics for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980470825,"gmtCreate":1665803009868,"gmtModify":1676537667257,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nicr","listText":"Nicr","text":"Nicr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9980470825","repostId":"2275403939","repostType":2,"repost":{"id":"2275403939","kind":"highlight","pubTimestamp":1665802807,"share":"https://ttm.financial/m/news/2275403939?lang=&edition=fundamental","pubTime":"2022-10-15 11:00","market":"us","language":"en","title":"Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2275403939","media":"Motley Fool","summary":"They are down but certainly not out.","content":"<html><head></head><body><p>Jeff Bezos, the founder of <b>Amazon</b>, started his 2000 shareholder letter with the word &#34;ouch.&#34; The company&#39;s stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon&#39;s business was growing despite the disappointing investment returns. Today, Amazon is one of the world&#39;s largest companies, which means that 2000 was a wonderful time to buy shares.</p><p>Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including <b>Palantir Technologies</b>, <b>Zscaler</b>, and <b>Spotify Technology</b>, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.</p><h2>Building a new world on top of data</h2><p><b>Justin Pope (Palantir Technologies): </b>Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.</p><p>Palantir&#39;s relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it&#39;s doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.</p><p>The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.</p><p>This bear market has hammered Palantir&#39;s valuation. The stock&#39;s price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company&#39;s long relationship with the U.S. government and strong commercial growth underlines the value Palantir&#39;s platform creates. The company still has just 304 customers, so there&#39;s plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.</p><h2>The zero-trust company that deserves your full confidence</h2><p><b>Will Healy</b> <b>(Zscaler): </b>The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.</p><p>Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses &#34;context-based identity&#34; (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler&#39;s software can prevent and mitigate security breaches.</p><p>Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to <b>Gartner</b> naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.</p><p>Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.</p><p>Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.</p><p>Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.</p><p>However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.</p><h2>By one measure, Spotify stock has never been cheaper</h2><p><b>Jake Lerch (Spotify Technology):</b> Like many so-called &#34;stay-at-home&#34; stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you&#39;d invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.</p><p>And while the damage to its stock price is undeniable, the company&#39;s fundamentals remain untouched. In fact, they&#39;ve improved.</p><p>User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.</p><p>Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify&#39;s ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company&#39;s history.</p><p>Meanwhile, Spotify&#39;s valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b50e539ea1408691dce3de63e16de6fb\" tg-width=\"2000\" tg-height=\"1253\" width=\"100%\" height=\"auto\"/><span>SPOT PS Ratio data by YCharts</span></p><p>Of course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. </p><p>To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","PLTR":"Palantir Technologies Inc.","ZS":"Zscaler Inc."},"source_url":"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275403939","content_text":"Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon's business was growing despite the disappointing investment returns. Today, Amazon is one of the world's largest companies, which means that 2000 was a wonderful time to buy shares.Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including Palantir Technologies, Zscaler, and Spotify Technology, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.Building a new world on top of dataJustin Pope (Palantir Technologies): Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.Palantir's relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it's doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.This bear market has hammered Palantir's valuation. The stock's price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company's long relationship with the U.S. government and strong commercial growth underlines the value Palantir's platform creates. The company still has just 304 customers, so there's plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.The zero-trust company that deserves your full confidenceWill Healy (Zscaler): The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses \"context-based identity\" (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler's software can prevent and mitigate security breaches.Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to Gartner naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.By one measure, Spotify stock has never been cheaperJake Lerch (Spotify Technology): Like many so-called \"stay-at-home\" stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you'd invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.And while the damage to its stock price is undeniable, the company's fundamentals remain untouched. In fact, they've improved.User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify's ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company's history.Meanwhile, Spotify's valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. SPOT PS Ratio data by YChartsOf course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988598201,"gmtCreate":1666780614203,"gmtModify":1676537805240,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988598201","repostId":"1129024455","repostType":4,"repost":{"id":"1129024455","kind":"news","pubTimestamp":1666774925,"share":"https://ttm.financial/m/news/1129024455?lang=&edition=fundamental","pubTime":"2022-10-26 17:02","market":"us","language":"en","title":"Google Was Supposed to Be Wall Street’s Safe Haven, but Now It’s a Dart Board","url":"https://stock-news.laohu8.com/highlight/detail?id=1129024455","media":"MarketWatch","summary":"Continued heavy hiring in the face of an ad slowdown and revenue miss of more than $2 billion sends ","content":"<html><head></head><body><p>Continued heavy hiring in the face of an ad slowdown and revenue miss of more than $2 billion sends Alphabet stock south, and execs don&#39;t seem worried enough while piling on mosre costs</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67bbaf2ef2a69dac9b83460ba01de67f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Signage outside Google’s Bay View campus in Mountain View, Calif. BLOOMBERG NEWS</span></p><p>It has been a rough year for companies that rely on online advertising for their revenue, but many on Wall Street believed that Alphabet Inc.’s stock was a safe haven amid the uncertainty.</p><p>Even in Big Tech, though, safety is no longer a sure thing. And Alphabet executives are learning that lesson the hard way.</p><p>Google’s parent company reported year-over-year revenue growth of 6% on Tuesday, its lowest growth rate since fears of this thing called a “pandemic” caused a brief shutdown of ad purchases back in the June quarter of 2020. Before that, you would have to go back to 2013 to find smaller revenue growth for Google.</p><p>While it is true that Google seems to be holding up better than competitors — Facebook parent Meta,which reports earnings Wednesday, already detailed its first-ever revenue decline last quarter, and Snap posted worrisome earnings last week — the search giant is still not a “safe haven,” as Baird Equity analyst Colin Sebastian dubbed it last July. Sebastian called Tuesday’s results “cloudy” and “mixed” in a brief early note to clients, as Wall Street sent Alphabet’s shares down more than 6% in after-hours trading.</p><p>“There’s no question we’re operating in an uncertain environment and that businesses big and small continue to be tested in new and different ways depending on where they are in the world,” said Philipp Schindler, chief business officer of Alphabet’s Google business.</p><p>Several factors were at play, but the biggest was a slowdown in ad spending, even on YouTube. Google’s overall ad revenue missed expectations by more than $2 billion, with most of that miss centered in the core search business, and YouTube revenue actually declined by 2% year over year.</p><p>Schindler called out financial services as especially weak for advertising — insurance, loan, mortgage and cryptocurrency ads seem to have dried up. Additionally, the stronger dollar hurt, as did a slowdown in the Google Play Store, which was a big gaming hub last year but has seen those revenues decline.</p><p>Many other Silicon Valley companies have responded to the downturn in spending by slowing down hiring, at the very least, while others have already resorted to layoffs. None of that showed up in Google’s report, though, even as top executives pledged that hiring is slowing in both the fourth quarter and in 2023.</p><p>“Our Q4 headcount additions will be significantly lower than Q2 and as we planned for 2023, we’ll continue to make important trade-offs … and are focused on moderating operating-expense growth,” Alphabet Chief Executive Sundar Pichai said at the beginning of the call.</p><p>It shouldn’t be hard for executives to slow down the pace of their hiring. Chief Financial Officer Ruth Porat said the company had hired 12,765 people in the third quarter for a total of 186,779 employees, a 24.5% increase in head count from last year. While that includes roughly 2,600 workers who came on board in the acquisition of Mandiant, Wall Street analysts clearly were annoyed at the level of spending — when one analyst asked if Alphabet had conducted any sort of quantifiable analysis to ensure that it is generating a return on investment “from all your hiring,” Pichai did not answer the question.</p><p>“It’s been clear that we’re going to moderate our base of hiring going into Q4, versus 2023,” he said. “I think we are seeing a lot of opportunities across a whole set of areas and … talent is the most precious resource, so we are constantly working to make sure everyone we’ve brought in is working on the most important things as a company.”</p><p>Porat said that head-count additions in the fourth quarter will slow to less than half of the new hires in the September quarter, but that still suggests roughly 6,000 to 6,500 new hires. That is roughly the same size as Snap’s entire workforce <i>before</i> that company laid off one in five workers earlier this year, and roughly double the number of workers employed by Pinterest Inc.</p><p>Google has always ignored the whims of Wall Street and done whatever executives wanted to do, which can work if you’re growing fast and showing strong results. But Alphabet stock is no longer a safe haven, YouTube is shrinking and advertisers are slashing budgets — it is time for Google executives to find a new approach.</p><p>And if any investors were betting on strong results from Alphabet or other online-ad companies and hoping for strong near-term results, it may be time to switch up your game as well.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Was Supposed to Be Wall Street’s Safe Haven, but Now It’s a Dart Board</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Was Supposed to Be Wall Street’s Safe Haven, but Now It’s a Dart Board\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 17:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/google-was-supposed-to-be-wall-streets-safe-haven-but-now-its-a-dart-board-11666742251?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Continued heavy hiring in the face of an ad slowdown and revenue miss of more than $2 billion sends Alphabet stock south, and execs don't seem worried enough while piling on mosre costsSignage outside...</p>\n\n<a href=\"https://www.marketwatch.com/story/google-was-supposed-to-be-wall-streets-safe-haven-but-now-its-a-dart-board-11666742251?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/google-was-supposed-to-be-wall-streets-safe-haven-but-now-its-a-dart-board-11666742251?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129024455","content_text":"Continued heavy hiring in the face of an ad slowdown and revenue miss of more than $2 billion sends Alphabet stock south, and execs don't seem worried enough while piling on mosre costsSignage outside Google’s Bay View campus in Mountain View, Calif. BLOOMBERG NEWSIt has been a rough year for companies that rely on online advertising for their revenue, but many on Wall Street believed that Alphabet Inc.’s stock was a safe haven amid the uncertainty.Even in Big Tech, though, safety is no longer a sure thing. And Alphabet executives are learning that lesson the hard way.Google’s parent company reported year-over-year revenue growth of 6% on Tuesday, its lowest growth rate since fears of this thing called a “pandemic” caused a brief shutdown of ad purchases back in the June quarter of 2020. Before that, you would have to go back to 2013 to find smaller revenue growth for Google.While it is true that Google seems to be holding up better than competitors — Facebook parent Meta,which reports earnings Wednesday, already detailed its first-ever revenue decline last quarter, and Snap posted worrisome earnings last week — the search giant is still not a “safe haven,” as Baird Equity analyst Colin Sebastian dubbed it last July. Sebastian called Tuesday’s results “cloudy” and “mixed” in a brief early note to clients, as Wall Street sent Alphabet’s shares down more than 6% in after-hours trading.“There’s no question we’re operating in an uncertain environment and that businesses big and small continue to be tested in new and different ways depending on where they are in the world,” said Philipp Schindler, chief business officer of Alphabet’s Google business.Several factors were at play, but the biggest was a slowdown in ad spending, even on YouTube. Google’s overall ad revenue missed expectations by more than $2 billion, with most of that miss centered in the core search business, and YouTube revenue actually declined by 2% year over year.Schindler called out financial services as especially weak for advertising — insurance, loan, mortgage and cryptocurrency ads seem to have dried up. Additionally, the stronger dollar hurt, as did a slowdown in the Google Play Store, which was a big gaming hub last year but has seen those revenues decline.Many other Silicon Valley companies have responded to the downturn in spending by slowing down hiring, at the very least, while others have already resorted to layoffs. None of that showed up in Google’s report, though, even as top executives pledged that hiring is slowing in both the fourth quarter and in 2023.“Our Q4 headcount additions will be significantly lower than Q2 and as we planned for 2023, we’ll continue to make important trade-offs … and are focused on moderating operating-expense growth,” Alphabet Chief Executive Sundar Pichai said at the beginning of the call.It shouldn’t be hard for executives to slow down the pace of their hiring. Chief Financial Officer Ruth Porat said the company had hired 12,765 people in the third quarter for a total of 186,779 employees, a 24.5% increase in head count from last year. While that includes roughly 2,600 workers who came on board in the acquisition of Mandiant, Wall Street analysts clearly were annoyed at the level of spending — when one analyst asked if Alphabet had conducted any sort of quantifiable analysis to ensure that it is generating a return on investment “from all your hiring,” Pichai did not answer the question.“It’s been clear that we’re going to moderate our base of hiring going into Q4, versus 2023,” he said. “I think we are seeing a lot of opportunities across a whole set of areas and … talent is the most precious resource, so we are constantly working to make sure everyone we’ve brought in is working on the most important things as a company.”Porat said that head-count additions in the fourth quarter will slow to less than half of the new hires in the September quarter, but that still suggests roughly 6,000 to 6,500 new hires. That is roughly the same size as Snap’s entire workforce before that company laid off one in five workers earlier this year, and roughly double the number of workers employed by Pinterest Inc.Google has always ignored the whims of Wall Street and done whatever executives wanted to do, which can work if you’re growing fast and showing strong results. But Alphabet stock is no longer a safe haven, YouTube is shrinking and advertisers are slashing budgets — it is time for Google executives to find a new approach.And if any investors were betting on strong results from Alphabet or other online-ad companies and hoping for strong near-term results, it may be time to switch up your game as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981307842,"gmtCreate":1666397163686,"gmtModify":1676537750903,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Holy","listText":"Holy","text":"Holy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9981307842","repostId":"1135370638","repostType":4,"repost":{"id":"1135370638","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666360209,"share":"https://ttm.financial/m/news/1135370638?lang=&edition=fundamental","pubTime":"2022-10-21 21:50","market":"us","language":"en","title":"Vaccine Stocks Jumped in Morning Trading, with Novavax Soaring 6.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135370638","media":"Tiger Newspress","summary":"Vaccine stocks jumped in morning trading, with Novavax soaring 6.8%.","content":"<html><head></head><body><p>Vaccine stocks jumped in morning trading, with Novavax soaring 6.8%.<img src=\"https://static.tigerbbs.com/80eeb8ffe58b008912f7fb36f0a43f72\" tg-width=\"438\" tg-height=\"531\" width=\"100%\" height=\"auto\"/></p></body></html>","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>Vaccine Stocks Jumped in Morning Trading, with Novavax Soaring 6.8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Jumped in Morning Trading, with Novavax Soaring 6.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-21 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine stocks jumped in morning trading, with Novavax soaring 6.8%.<img src=\"https://static.tigerbbs.com/80eeb8ffe58b008912f7fb36f0a43f72\" tg-width=\"438\" tg-height=\"531\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135370638","content_text":"Vaccine stocks jumped in morning trading, with Novavax soaring 6.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961143535,"gmtCreate":1668902755227,"gmtModify":1676538125096,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Hahaha","listText":"Hahaha","text":"Hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961143535","repostId":"1143890380","repostType":2,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</p></body></html>","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>Sea Limited: Profitability May Be Around The Corner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988598526,"gmtCreate":1666780642866,"gmtModify":1676537805245,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Hs","listText":"Hs","text":"Hs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988598526","repostId":"2278721926","repostType":4,"repost":{"id":"2278721926","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1666774986,"share":"https://ttm.financial/m/news/2278721926?lang=&edition=fundamental","pubTime":"2022-10-26 17:03","market":"us","language":"en","title":"Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2278721926","media":"Benzinga","summary":"With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects<b> </b>The <a href=\"https://laohu8.com/S/BA\">Boeing</a> Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet Inc.</a> reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.</li></ul><ul><li>Analysts expect <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.</li></ul></body></html>","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>Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-10-26 17:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects<b> </b>The <a href=\"https://laohu8.com/S/BA\">Boeing</a> Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet Inc.</a> reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.</li></ul><ul><li>Analysts expect <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","BA":"波音","GOOGL":"谷歌A","META":"Meta Platforms, Inc.","F":"福特汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278721926","content_text":"With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects The Boeing Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.Alphabet Inc. reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.Analysts are expecting Meta Platforms, Inc. to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.Microsoft Corporation posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.Analysts expect Ford Motor Company to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983256010,"gmtCreate":1666257282830,"gmtModify":1676537731412,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nic","listText":"Nic","text":"Nic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983256010","repostId":"1149143906","repostType":4,"repost":{"id":"1149143906","kind":"news","pubTimestamp":1666255814,"share":"https://ttm.financial/m/news/1149143906?lang=&edition=fundamental","pubTime":"2022-10-20 16:50","market":"us","language":"en","title":"Tesla, AT&T, IBM, Nokia, American Airlines And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1149143906","media":"Benzinga","summary":"With US stock futures trading mixed this morning on Thursday, some of the stocks that may grab inves","content":"<html><head></head><body><p>With US stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <b>AT&amp;T Inc.</b> to report quarterly earnings at $0.61 per share on revenue of $29.86 billion before the opening bell.</li><li><b>Tesla, Inc.</b> reported better-than-expected earnings for its third quarter, while sales missed estimates. The company also reported a year-over-year decrease in Q3 total deliveries. Stocks crashed over 6% in premarket trading.</li><li>Analysts are expecting <b>American Airlines Group Inc.</b> to have earned $0.31 per share on revenue of $13.25 billion for the latest quarter. The company will release earnings before the markets open.</li></ul><ul><li><b>PPG Industries, Inc.</b> posted downbeat results for its third quarter and issued a weak earnings forecast for the current quarter.</li><li>Analysts expect <b>Dow Inc.</b> to post quarterly earnings at $1.27 per share on revenue of $13.28 billion after the closing bell.</li></ul><ul><li><b>IBM</b>&#39;s Q3 sales rose 6.5% to $14.1 billion, it expects full-year revenue growth will exceed the company’s previous mid-single digit guidance while free cash flow will hit the estimate of $10 billion. Stocks rose over 3% in premarket trading.</li></ul><ul><li><b>Nokia</b>’s Q3 operating profit rose to 658 million euros ($643.3 million) from 633 million last year, and its net sales grew 6%. Stocks fell over 4% in premarket trading.</li></ul><ul><li><b>Ericsson</b>’s quarterly adjusted operating earnings fell to 7.1 billion Swedish crowns ($633.05 million) from 8.8 billion crowns a year earlier, revenue rose to 68 billion crowns from 56.3 billion a year earlier. Stocks tumbled nearly 15% in premarket trading.</li></ul><ul><li><b>Alcoa</b> reported a Q3 net loss of $746M, or a loss of $4.17/share, its Q3 revenues tumbled 8% to $2.85B from $3.11B a year ago. Stocks slumped over 8% in premarket trading.</li></ul><p></p><p></p><p></p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, AT&T, IBM, Nokia, American Airlines And More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AT&T, IBM, Nokia, American Airlines And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 16:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/10/29336316/at-t-tesla-and-3-stocks-to-watch-heading-into-thursday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Wall Street expects AT&T Inc. to report quarterly earnings at $0.61 ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29336316/at-t-tesla-and-3-stocks-to-watch-heading-into-thursday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AA":"美国铝业","PPG":"PPG工业","TSLA":"特斯拉","AAL":"美国航空","DOW":"陶氏化学","T":"美国电话电报","ERIC":"爱立信","IBM":"IBM","NOK":"诺基亚"},"source_url":"https://www.benzinga.com/news/earnings/22/10/29336316/at-t-tesla-and-3-stocks-to-watch-heading-into-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149143906","content_text":"With US stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Wall Street expects AT&T Inc. to report quarterly earnings at $0.61 per share on revenue of $29.86 billion before the opening bell.Tesla, Inc. reported better-than-expected earnings for its third quarter, while sales missed estimates. The company also reported a year-over-year decrease in Q3 total deliveries. Stocks crashed over 6% in premarket trading.Analysts are expecting American Airlines Group Inc. to have earned $0.31 per share on revenue of $13.25 billion for the latest quarter. The company will release earnings before the markets open.PPG Industries, Inc. posted downbeat results for its third quarter and issued a weak earnings forecast for the current quarter.Analysts expect Dow Inc. to post quarterly earnings at $1.27 per share on revenue of $13.28 billion after the closing bell.IBM's Q3 sales rose 6.5% to $14.1 billion, it expects full-year revenue growth will exceed the company’s previous mid-single digit guidance while free cash flow will hit the estimate of $10 billion. Stocks rose over 3% in premarket trading.Nokia’s Q3 operating profit rose to 658 million euros ($643.3 million) from 633 million last year, and its net sales grew 6%. Stocks fell over 4% in premarket trading.Ericsson’s quarterly adjusted operating earnings fell to 7.1 billion Swedish crowns ($633.05 million) from 8.8 billion crowns a year earlier, revenue rose to 68 billion crowns from 56.3 billion a year earlier. Stocks tumbled nearly 15% in premarket trading.Alcoa reported a Q3 net loss of $746M, or a loss of $4.17/share, its Q3 revenues tumbled 8% to $2.85B from $3.11B a year ago. Stocks slumped over 8% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983256315,"gmtCreate":1666257294737,"gmtModify":1676537731419,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nicr","listText":"Nicr","text":"Nicr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983256315","repostId":"1111819580","repostType":4,"repost":{"id":"1111819580","kind":"news","pubTimestamp":1666254743,"share":"https://ttm.financial/m/news/1111819580?lang=&edition=fundamental","pubTime":"2022-10-20 16:32","market":"us","language":"en","title":"Alibaba: It Could Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1111819580","media":"Seeking Alpha","summary":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.A","content":"<html><head></head><body><h2>Summary</h2><ul><li>Short interest in Alibaba spiked by over 7% sequentially and it&#39;s up nearly 50% since April.</li><li>Alibaba&#39;s prospects appear to be deteriorating almost every other week which is probably why it&#39;s quickly becoming popular in shorting circles.</li><li>The stock seems set to fall further and investors may want to avoid trying to catch falling knives.</li></ul><p><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.</p><h2><b>Elevated Shorting Activity</b></h2><p>Let me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.</p><p>As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.</p><p>This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.</p><p><img src=\"https://static.tigerbbs.com/bf2f95098c8f6d45998f55472f8d16d6\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Next, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.</p><p><img src=\"https://static.tigerbbs.com/6019ac925a96524d96e2dc53d1823155\" tg-width=\"382\" tg-height=\"650\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>This raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?</p><h2><b>Reasons Fueling Pessimism</b></h2><p>First of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.</p><p><img src=\"https://static.tigerbbs.com/a02a8cdb767bb27a98904344d984815f\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQiant.com</p><p>The Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.</p><p>Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.</p><p>The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.</p><p>It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.</p><p><img src=\"https://static.tigerbbs.com/e9940fbe16823a8aecadd41f1e3818a9\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>What exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it&#39;ll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.</p><p><img src=\"https://static.tigerbbs.com/5c95dde41ca2ea45ca9c28867d815701\" tg-width=\"640\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>There’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.</p><h2><b>Final Thoughts</b></h2><p>The takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!</p></body></html>","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>Alibaba: It Could Get Worse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: It Could Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111819580","content_text":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's quickly becoming popular in shorting circles.The stock seems set to fall further and investors may want to avoid trying to catch falling knives.Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.Elevated Shorting ActivityLet me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.BusinessQuant.comNext, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.BusinessQuant.comThis raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?Reasons Fueling PessimismFirst of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.BusinessQiant.comThe Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.Data byYChartsWhat exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it'll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.BusinessQuant.comThere’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.Final ThoughtsThe takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838311434,"gmtCreate":1629373482828,"gmtModify":1676530019332,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838311434","repostId":"2160769035","repostType":4,"repost":{"id":"2160769035","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629373391,"share":"https://ttm.financial/m/news/2160769035?lang=&edition=fundamental","pubTime":"2021-08-19 19:43","market":"us","language":"en","title":"Nvidia earnings top Street view with record data-center, gaming revenue, but supply constraints still a concern","url":"https://stock-news.laohu8.com/highlight/detail?id=2160769035","media":"Dow Jones","summary":"NVIDIA Corp shares rose in the extended session Wednesday after the chip maker's earnings topped Wal","content":"<p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> shares rose in the extended session Wednesday after the chip maker's earnings topped Wall Street estimates and the company addressed how supply constraints in the ongoing global chip shortage were reflected in its outlook.</p>\n<p>Nvidia&nbsp;shares, which wobbled between slight gains and losses initially after hours, ended the extended session up more than 2%. That follows a 2.2% decline in the regular session to close at $190.40. Shares closed at a split-adjusted record high of $206.99 on July 6. All share and per-share figures are presented as split adjusted.</p>\n<p>For the third, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $6.66 billion to $6.94 billion, while analysts surveyed by FactSet have forecast revenue of $6.57 billion on average. On the conference call, the conversation quickly became how much of that outlook was affected by supply constraints.</p>\n<p>Excluding Cryptocurrency Mining Processors, or CMPs, which are intended to divert mining demand away from GPUs made for gamers, Nvidia expects revenue to grow more than $500 million sequentially, said Colette Kress, Nvidia's chief financial officer, on the call. CMPs accounted for revenue of $266 million in the second quarter, and are expected to have minimal gains in the third quarter.</p>\n<p>\"The lion's share of that sequential revenue increase will be coming from data center,\" Kress said. \"We do expect gaming to be up slightly on a sequential basis, but remember we are still supply constrained.\"</p>\n<p>\"So, our Q3 results don't have seasonality with them for gaming, and are really about the supply that we believe we can have for Q3,\" Kress said.</p>\n<p>\"We have enough supply to meet our second-half company growth plans,\" said Jensen Huang, Nvidia chief executive, on the call. \"We expect to be able to achieve our company's growth plans for next year.\"</p>\n<p>\"Meanwhile, we're securing pretty significant long-term supply commitments as we expand into all these different market initiatives that we've set ourselves up for,\" Huang said. \"And so I would expect that we will see a supply constrained environment for the vast majority of the year, is my guess at the moment.\"</p>\n<p>Nvidia reported second-quarter net income of $2.37 billion, or 94 cents a share, compared with $622 million, or 25 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.04 a share, compared with 55 cents a share in the year-ago period.</p>\n<p>Revenue soared to a record $6.51 billion, up 68% from $3.87 billion in the year-ago quarter.</p>\n<p>Analysts had estimated adjusted earnings of $1.02 a share on revenue of $6.33 billion. Back in May, Nvidia had forecast revenue between $6.17 billion and $6.43 billion.</p>\n<p>In the second quarter, gaming sales surged 85% to a record $3.05 billion, surpassing last quarter's previous high mark of $2.76 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $2.98 billion.</p>\n<p>On the data-center side, sales rose 35% to a record $2.37 billion from the year-ago period, while analysts expected sales of $2.27 billion.</p>\n<p>Nvidia also addressed headwinds in the company's planned acquisition of microprocessor-design company Arm Ltd. for $40 billion from Softbank Group Corp. . Earlier in the month, rumors swirled that the deal could get blocked by U.K. regulators. Arm is based in Cambridge, England.</p>\n<p>\"We are working through the regulatory process although some Arm licensees have expressed concerns and objected to the transaction, and discussions with regulators are taking longer than initially thought,\" Kress said in prepared remarks. \"We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p>\n<p>Amid supply shortages, the chip industry keeps turning in strong earnings and companies like Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> take more market share in the data-center space from Intel Corp.</p>\n<p>Over the past 12 months, Nvidia shares have surged 58%, while the PHLX Semiconductor Index has gained 47%. Meanwhile, both the S&amp;P 500 index and the Nasdaq Composite Index have risen 31%.</p>\n<p>-Wallace Witkowski</p>\n<p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p>\n<p>August 19, 2021 07:30 ET (11:30 GMT)</p>\n<p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia earnings top Street view with record data-center, gaming revenue, but supply constraints still a concern</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia earnings top Street view with record data-center, gaming revenue, but supply constraints still a concern\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-19 19:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> shares rose in the extended session Wednesday after the chip maker's earnings topped Wall Street estimates and the company addressed how supply constraints in the ongoing global chip shortage were reflected in its outlook.</p>\n<p>Nvidia&nbsp;shares, which wobbled between slight gains and losses initially after hours, ended the extended session up more than 2%. That follows a 2.2% decline in the regular session to close at $190.40. Shares closed at a split-adjusted record high of $206.99 on July 6. All share and per-share figures are presented as split adjusted.</p>\n<p>For the third, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $6.66 billion to $6.94 billion, while analysts surveyed by FactSet have forecast revenue of $6.57 billion on average. On the conference call, the conversation quickly became how much of that outlook was affected by supply constraints.</p>\n<p>Excluding Cryptocurrency Mining Processors, or CMPs, which are intended to divert mining demand away from GPUs made for gamers, Nvidia expects revenue to grow more than $500 million sequentially, said Colette Kress, Nvidia's chief financial officer, on the call. CMPs accounted for revenue of $266 million in the second quarter, and are expected to have minimal gains in the third quarter.</p>\n<p>\"The lion's share of that sequential revenue increase will be coming from data center,\" Kress said. \"We do expect gaming to be up slightly on a sequential basis, but remember we are still supply constrained.\"</p>\n<p>\"So, our Q3 results don't have seasonality with them for gaming, and are really about the supply that we believe we can have for Q3,\" Kress said.</p>\n<p>\"We have enough supply to meet our second-half company growth plans,\" said Jensen Huang, Nvidia chief executive, on the call. \"We expect to be able to achieve our company's growth plans for next year.\"</p>\n<p>\"Meanwhile, we're securing pretty significant long-term supply commitments as we expand into all these different market initiatives that we've set ourselves up for,\" Huang said. \"And so I would expect that we will see a supply constrained environment for the vast majority of the year, is my guess at the moment.\"</p>\n<p>Nvidia reported second-quarter net income of $2.37 billion, or 94 cents a share, compared with $622 million, or 25 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.04 a share, compared with 55 cents a share in the year-ago period.</p>\n<p>Revenue soared to a record $6.51 billion, up 68% from $3.87 billion in the year-ago quarter.</p>\n<p>Analysts had estimated adjusted earnings of $1.02 a share on revenue of $6.33 billion. Back in May, Nvidia had forecast revenue between $6.17 billion and $6.43 billion.</p>\n<p>In the second quarter, gaming sales surged 85% to a record $3.05 billion, surpassing last quarter's previous high mark of $2.76 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $2.98 billion.</p>\n<p>On the data-center side, sales rose 35% to a record $2.37 billion from the year-ago period, while analysts expected sales of $2.27 billion.</p>\n<p>Nvidia also addressed headwinds in the company's planned acquisition of microprocessor-design company Arm Ltd. for $40 billion from Softbank Group Corp. . Earlier in the month, rumors swirled that the deal could get blocked by U.K. regulators. Arm is based in Cambridge, England.</p>\n<p>\"We are working through the regulatory process although some Arm licensees have expressed concerns and objected to the transaction, and discussions with regulators are taking longer than initially thought,\" Kress said in prepared remarks. \"We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p>\n<p>Amid supply shortages, the chip industry keeps turning in strong earnings and companies like Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> take more market share in the data-center space from Intel Corp.</p>\n<p>Over the past 12 months, Nvidia shares have surged 58%, while the PHLX Semiconductor Index has gained 47%. Meanwhile, both the S&amp;P 500 index and the Nasdaq Composite Index have risen 31%.</p>\n<p>-Wallace Witkowski</p>\n<p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p>\n<p>August 19, 2021 07:30 ET (11:30 GMT)</p>\n<p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160769035","content_text":"NVIDIA Corp shares rose in the extended session Wednesday after the chip maker's earnings topped Wall Street estimates and the company addressed how supply constraints in the ongoing global chip shortage were reflected in its outlook.\nNvidia shares, which wobbled between slight gains and losses initially after hours, ended the extended session up more than 2%. That follows a 2.2% decline in the regular session to close at $190.40. Shares closed at a split-adjusted record high of $206.99 on July 6. All share and per-share figures are presented as split adjusted.\nFor the third, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $6.66 billion to $6.94 billion, while analysts surveyed by FactSet have forecast revenue of $6.57 billion on average. On the conference call, the conversation quickly became how much of that outlook was affected by supply constraints.\nExcluding Cryptocurrency Mining Processors, or CMPs, which are intended to divert mining demand away from GPUs made for gamers, Nvidia expects revenue to grow more than $500 million sequentially, said Colette Kress, Nvidia's chief financial officer, on the call. CMPs accounted for revenue of $266 million in the second quarter, and are expected to have minimal gains in the third quarter.\n\"The lion's share of that sequential revenue increase will be coming from data center,\" Kress said. \"We do expect gaming to be up slightly on a sequential basis, but remember we are still supply constrained.\"\n\"So, our Q3 results don't have seasonality with them for gaming, and are really about the supply that we believe we can have for Q3,\" Kress said.\n\"We have enough supply to meet our second-half company growth plans,\" said Jensen Huang, Nvidia chief executive, on the call. \"We expect to be able to achieve our company's growth plans for next year.\"\n\"Meanwhile, we're securing pretty significant long-term supply commitments as we expand into all these different market initiatives that we've set ourselves up for,\" Huang said. \"And so I would expect that we will see a supply constrained environment for the vast majority of the year, is my guess at the moment.\"\nNvidia reported second-quarter net income of $2.37 billion, or 94 cents a share, compared with $622 million, or 25 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.04 a share, compared with 55 cents a share in the year-ago period.\nRevenue soared to a record $6.51 billion, up 68% from $3.87 billion in the year-ago quarter.\nAnalysts had estimated adjusted earnings of $1.02 a share on revenue of $6.33 billion. Back in May, Nvidia had forecast revenue between $6.17 billion and $6.43 billion.\nIn the second quarter, gaming sales surged 85% to a record $3.05 billion, surpassing last quarter's previous high mark of $2.76 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $2.98 billion.\nOn the data-center side, sales rose 35% to a record $2.37 billion from the year-ago period, while analysts expected sales of $2.27 billion.\nNvidia also addressed headwinds in the company's planned acquisition of microprocessor-design company Arm Ltd. for $40 billion from Softbank Group Corp. . Earlier in the month, rumors swirled that the deal could get blocked by U.K. regulators. Arm is based in Cambridge, England.\n\"We are working through the regulatory process although some Arm licensees have expressed concerns and objected to the transaction, and discussions with regulators are taking longer than initially thought,\" Kress said in prepared remarks. \"We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"\nAmid supply shortages, the chip industry keeps turning in strong earnings and companies like Advanced Micro Devices Inc. $(AMD)$ take more market share in the data-center space from Intel Corp.\nOver the past 12 months, Nvidia shares have surged 58%, while the PHLX Semiconductor Index has gained 47%. Meanwhile, both the S&P 500 index and the Nasdaq Composite Index have risen 31%.\n-Wallace Witkowski\n$(END)$ Dow Jones Newswires\nAugust 19, 2021 07:30 ET (11:30 GMT)\nCopyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983328107,"gmtCreate":1666156283509,"gmtModify":1676537715370,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983328107","repostId":"1163149585","repostType":4,"repost":{"id":"1163149585","kind":"news","pubTimestamp":1666188491,"share":"https://ttm.financial/m/news/1163149585?lang=&edition=fundamental","pubTime":"2022-10-19 22:08","market":"us","language":"en","title":"Apple Earnings Are Likely To Bomb Going Forward","url":"https://stock-news.laohu8.com/highlight/detail?id=1163149585","media":"Seeking Alpha","summary":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. B","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple is going against astounding year-over-year comps from 2021&#39;s free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?</li><li>2021 was &#34;peak everything&#34; for consumers, with spending on consumer goods like Apple&#39;s products being a key bellwether.</li><li>Apple&#39;s U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.</li><li>Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.</li><li>While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.</li></ul><p>Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple&#39;s (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple&#39;s stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.</p><p><img src=\"https://static.tigerbbs.com/c74fbc6467060e07ea0d8b8477c0a63f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>The Pandemic Didn&#39;t Fundamentally Change Apple&#39;s Business</h3><p>Of course, Apple is a profitable business. But the beauty of looking at Apple&#39;s income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.</p><p>Apple&#39;s share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.</p><p>EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.</p><p>And EPS, in turn, is up a lot more than net income (2.4x).</p><p>When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.</p><p>Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple&#39;s buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!</p><p>It&#39;s strange when you think about it, but Apple&#39;s story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth &gt; EPS Growth&gt; Net Income Growth&gt; EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.</p><p>If you&#39;re buying Apple here, you really need a compelling reason why Apple&#39;s business has fundamentally improved since 2019. I don&#39;t see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That&#39;s tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple&#39;s.</p><p>But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple&#39;s earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed&#39;s interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.</p><h3>What To Expect From Apple&#39;s Earnings: Not Sustainable</h3><p>Apple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple&#39;s report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there&#39;s no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple&#39;s prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That&#39;s not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year&#39;s earnings with middling growth prospects. By contrast, the S&amp;P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.</p><p>This wouldn&#39;t be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don&#39;t think there&#39;s much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There&#39;s also the issue of the strong dollar, which eats away at Apple&#39;s US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL&#39;s earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that&#39;s another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.</p><h3>Mega Cap Tech Valuations: Signal And Noise</h3><p>There&#39;s a classic experiment in statistics where if you put a bunch of people&#39;s guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren&#39;t so different. Research shows companies that have the world&#39;s largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.</p><p>Apple is the world&#39;s most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can&#39;t justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don&#39;t be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you&#39;ll be consigned to years of low or negative returns.</p><h3>Bottom Line</h3><p>For a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha&#39;s quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple&#39;s growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Earnings Are Likely To Bomb Going Forward</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Earnings Are Likely To Bomb Going Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?...</p>\n\n<a href=\"https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163149585","content_text":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?2021 was \"peak everything\" for consumers, with spending on consumer goods like Apple's products being a key bellwether.Apple's U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple's (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple's stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.Data by YChartsThe Pandemic Didn't Fundamentally Change Apple's BusinessOf course, Apple is a profitable business. But the beauty of looking at Apple's income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.Apple's share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.And EPS, in turn, is up a lot more than net income (2.4x).When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple's buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!It's strange when you think about it, but Apple's story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth > EPS Growth> Net Income Growth> EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.If you're buying Apple here, you really need a compelling reason why Apple's business has fundamentally improved since 2019. I don't see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That's tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple's.But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple's earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed's interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.What To Expect From Apple's Earnings: Not SustainableApple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple's report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there's no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple's prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That's not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year's earnings with middling growth prospects. By contrast, the S&P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.This wouldn't be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don't think there's much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There's also the issue of the strong dollar, which eats away at Apple's US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL's earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that's another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.Mega Cap Tech Valuations: Signal And NoiseThere's a classic experiment in statistics where if you put a bunch of people's guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren't so different. Research shows companies that have the world's largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.Apple is the world's most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can't justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don't be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you'll be consigned to years of low or negative returns.Bottom LineFor a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha's quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple's growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980444547,"gmtCreate":1665802888990,"gmtModify":1676537667208,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980444547","repostId":"2275965792","repostType":4,"repost":{"id":"2275965792","kind":"highlight","pubTimestamp":1665794464,"share":"https://ttm.financial/m/news/2275965792?lang=&edition=fundamental","pubTime":"2022-10-15 08:41","market":"us","language":"en","title":"Airline Stocks Have Struggled. Here Are a Few That Could Take Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2275965792","media":"Barron's","summary":"Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering","content":"<html><head></head><body><p>Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering. The group&#39;s reputation on capital preservation at the moment ranks somewhere between damaged and U.K. pension manager. An index of U.S. airlines is down 42% in a year, more than double the beating absorbed by the broad U.S. market.</p><p>Plus, there&#39;s wage and fuel inflation, and the industry is desperately low on both pilots and planes. But maybe near-term obstacles can help prevent long-term squander, much the way rainy weather brings the murder rate down.</p><p>&#34;They historically disappoint because they buy aircraft at the top of the market and take delivery in a recession or at the bottom of the market,&#34; says Cowen analyst Helane Baker. &#34;And this time they can&#39;t do that because they can&#39;t get the planes and they don&#39;t have the people.&#34;</p><p>Baker is selectively bullish on what she concedes is not a favorite group for investors. &#34;Sometimes I feel like there are more sell-side analysts covering airlines than there are investors in airlines,&#34; she says. This past week she upgraded Delta Air Lines (ticker: DAL) to Outperform after its third-quarter report showed, believe it or not, record revenue. She predicts 75% upside there. Her other picks include United Airlines (UAL), Sun Country Airlines (SNCY), and Alaska Air Group (ALK).</p><p>We can explain part of Delta&#39;s revenue strength as inflation and price hikes. But the company also reported its second consecutive quarter of double-digit operating margins. Management said business travel is 70% to 75% recovered in terms of volume and 80% to 85% on revenue. It reckons that earnings will hit $7 a share by 2024, more than double this year&#39;s forecast, and that free cash flow will reach $4 billion. Those figures make the current stock price of $31 and change and market value of under $20 billion look low.</p><p>Baker predicts that Delta will hit $7 in earnings sooner than that -- by next year. The industry saw a sharp rise in business and international travel starting after Labor Day, she says. Travel between the U.S. and China remains weak, but airlines are adjusting. United, once the biggest U.S. carrier to China, just added new direct flights to flourishing destinations like Malaga, Spain.</p><p>There is some concern that high prices will put off domestic vacationers. A family of four, Baker points out, could have a difficult time funding flights to Orlando, a room, and a rental car for much under $4,000. &#34;And we haven&#39;t even stepped foot into the Magic Kingdom yet, and we haven&#39;t bought food,&#34; she says. &#34;And so people just go, &#39;That&#39;s it, I&#39;m opting out and we&#39;re driving and we can take the dog and we don&#39;t have to pay for seat assignments.&#39; &#34;</p><p>As someone who recently took a family trip to the Kingdom for roughly the cost of orthopedic surgery, I can confirm wanting to stick with car vacations for a while -- only without dogs, because Coco is a hairy shedder and Ginger sometimes barks at her own barks. But I just booked business flights to South Florida and Europe, and I&#39;m much less price sensitive with the company charge account than with my Triple Rewards Misercard from Federated Skinflint.</p><p>Now to see whether other airlines report similarly strong results.</p><p>J.P. Morgan&#39;s airline analysts say that their corporate cousin, Chase Bank, has seen strengthening in card swipes for travel. &#34;While the stocks continue to signal a meaningful deceleration in demand, in our view, the data has yet to support that outcome,&#34; they wrote in a recent report. Analysts at Melius Research, a boutique, say factors shaking markets, like rate hikes and fears of a sharp economic downturn, don&#39;t factor into management conversations. &#34;The thing you don&#39;t hear is macro pressures (or potential recession) hurting demand,&#34; they write. &#34;In fact, it&#39;s the opposite.&#34;</p><p>American Airlines (AAL) is struggling with profitability at a time when others aren&#39;t, which doesn&#39;t invite confidence. JetBlue Airways (JBLU) is in for a fight with regulators over its attempt to buy <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> (SAVE). And Southwest Airlines (LUV) has a strong balance sheet but an acute pilot shortage.</p><p>United, still strong in international travel, is bouncing back quickly, even without China.</p><p>Alaska Air is prosperous and recently agreed to a new contract with its pilots -- one less thing to worry about.</p><p>Tiny Sun Country is based in the tanning mecca of Minneapolis, and collects about two-thirds of its revenue from scheduled flights, and the rest from charter and cargo customers that cover their own fuel costs. The company doesn&#39;t have a strong order book of planes, but it owns rather than leases most of the several dozen that it uses. Cowen&#39;s Becker initiated favorable coverage last month with a price target that recently implied 70% upside.</p><p>Skepticism is warranted. But one thing the group might not have to worry about soon is blown-out capacity. Boeing (BA) is operating at barely half of its 2018 output, and won&#39;t get all the way back until perhaps 2025. Meanwhile, airlines are short some 8,000 pilots, which could hit 30,000 by 2025 on a rush of retirements. And if you think that&#39;s bad, you should see the shortage of flight instructors.</p><p>Vacation demand is a concern, but analysts say that high-end trips look safe for now, and that the pandemic has so blurred the line between work and play that more travelers are mixing business with leisure travel. Wall Street has taken to calling that bleisure travel. Bleisure suits can&#39;t be far behind.</p></body></html>","source":"lsy1610680873436","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>Airline Stocks Have Struggled. Here Are a Few That Could Take Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirline Stocks Have Struggled. Here Are a Few That Could Take Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/airline-stocks-investing-51665788571?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering. The group's reputation on capital preservation at the moment ranks somewhere between damaged and U...</p>\n\n<a href=\"https://www.barrons.com/articles/airline-stocks-investing-51665788571?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALK":"阿拉斯加航空集团有限公司","JBLU":"捷蓝航空","SNCY":"Sun Country Airlines Holdings, Inc.","SAVE":"Spirit Airlines","DAL":"达美航空","UAL":"联合大陆航空","LUV":"西南航空","AAL":"美国航空","BA":"波音"},"source_url":"https://www.barrons.com/articles/airline-stocks-investing-51665788571?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275965792","content_text":"Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering. The group's reputation on capital preservation at the moment ranks somewhere between damaged and U.K. pension manager. An index of U.S. airlines is down 42% in a year, more than double the beating absorbed by the broad U.S. market.Plus, there's wage and fuel inflation, and the industry is desperately low on both pilots and planes. But maybe near-term obstacles can help prevent long-term squander, much the way rainy weather brings the murder rate down.\"They historically disappoint because they buy aircraft at the top of the market and take delivery in a recession or at the bottom of the market,\" says Cowen analyst Helane Baker. \"And this time they can't do that because they can't get the planes and they don't have the people.\"Baker is selectively bullish on what she concedes is not a favorite group for investors. \"Sometimes I feel like there are more sell-side analysts covering airlines than there are investors in airlines,\" she says. This past week she upgraded Delta Air Lines (ticker: DAL) to Outperform after its third-quarter report showed, believe it or not, record revenue. She predicts 75% upside there. Her other picks include United Airlines (UAL), Sun Country Airlines (SNCY), and Alaska Air Group (ALK).We can explain part of Delta's revenue strength as inflation and price hikes. But the company also reported its second consecutive quarter of double-digit operating margins. Management said business travel is 70% to 75% recovered in terms of volume and 80% to 85% on revenue. It reckons that earnings will hit $7 a share by 2024, more than double this year's forecast, and that free cash flow will reach $4 billion. Those figures make the current stock price of $31 and change and market value of under $20 billion look low.Baker predicts that Delta will hit $7 in earnings sooner than that -- by next year. The industry saw a sharp rise in business and international travel starting after Labor Day, she says. Travel between the U.S. and China remains weak, but airlines are adjusting. United, once the biggest U.S. carrier to China, just added new direct flights to flourishing destinations like Malaga, Spain.There is some concern that high prices will put off domestic vacationers. A family of four, Baker points out, could have a difficult time funding flights to Orlando, a room, and a rental car for much under $4,000. \"And we haven't even stepped foot into the Magic Kingdom yet, and we haven't bought food,\" she says. \"And so people just go, 'That's it, I'm opting out and we're driving and we can take the dog and we don't have to pay for seat assignments.' \"As someone who recently took a family trip to the Kingdom for roughly the cost of orthopedic surgery, I can confirm wanting to stick with car vacations for a while -- only without dogs, because Coco is a hairy shedder and Ginger sometimes barks at her own barks. But I just booked business flights to South Florida and Europe, and I'm much less price sensitive with the company charge account than with my Triple Rewards Misercard from Federated Skinflint.Now to see whether other airlines report similarly strong results.J.P. Morgan's airline analysts say that their corporate cousin, Chase Bank, has seen strengthening in card swipes for travel. \"While the stocks continue to signal a meaningful deceleration in demand, in our view, the data has yet to support that outcome,\" they wrote in a recent report. Analysts at Melius Research, a boutique, say factors shaking markets, like rate hikes and fears of a sharp economic downturn, don't factor into management conversations. \"The thing you don't hear is macro pressures (or potential recession) hurting demand,\" they write. \"In fact, it's the opposite.\"American Airlines (AAL) is struggling with profitability at a time when others aren't, which doesn't invite confidence. JetBlue Airways (JBLU) is in for a fight with regulators over its attempt to buy Spirit Airlines (SAVE). And Southwest Airlines (LUV) has a strong balance sheet but an acute pilot shortage.United, still strong in international travel, is bouncing back quickly, even without China.Alaska Air is prosperous and recently agreed to a new contract with its pilots -- one less thing to worry about.Tiny Sun Country is based in the tanning mecca of Minneapolis, and collects about two-thirds of its revenue from scheduled flights, and the rest from charter and cargo customers that cover their own fuel costs. The company doesn't have a strong order book of planes, but it owns rather than leases most of the several dozen that it uses. Cowen's Becker initiated favorable coverage last month with a price target that recently implied 70% upside.Skepticism is warranted. But one thing the group might not have to worry about soon is blown-out capacity. Boeing (BA) is operating at barely half of its 2018 output, and won't get all the way back until perhaps 2025. Meanwhile, airlines are short some 8,000 pilots, which could hit 30,000 by 2025 on a rush of retirements. And if you think that's bad, you should see the shortage of flight instructors.Vacation demand is a concern, but analysts say that high-end trips look safe for now, and that the pandemic has so blurred the line between work and play that more travelers are mixing business with leisure travel. Wall Street has taken to calling that bleisure travel. Bleisure suits can't be far behind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985340676,"gmtCreate":1667322352095,"gmtModify":1676537898052,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a><v-v data-views=\"1\"></v-v>probably the 2nd best faang stock after AAPL LETS GO","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a><v-v data-views=\"1\"></v-v>probably the 2nd best faang stock after AAPL LETS GO","text":"$Amazon.com(AMZN)$probably the 2nd best faang stock after AAPL LETS GO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985340676","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988598630,"gmtCreate":1666780606520,"gmtModify":1676537805240,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988598630","repostId":"2278721926","repostType":4,"repost":{"id":"2278721926","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1666774986,"share":"https://ttm.financial/m/news/2278721926?lang=&edition=fundamental","pubTime":"2022-10-26 17:03","market":"us","language":"en","title":"Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2278721926","media":"Benzinga","summary":"With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects<b> </b>The <a href=\"https://laohu8.com/S/BA\">Boeing</a> Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet Inc.</a> reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.</li></ul><ul><li>Analysts expect <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.</li></ul></body></html>","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>Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-10-26 17:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects<b> </b>The <a href=\"https://laohu8.com/S/BA\">Boeing</a> Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet Inc.</a> reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.</li></ul><ul><li>Analysts expect <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","BA":"波音","GOOGL":"谷歌A","META":"Meta Platforms, Inc.","F":"福特汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278721926","content_text":"With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects The Boeing Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.Alphabet Inc. reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.Analysts are expecting Meta Platforms, Inc. to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.Microsoft Corporation posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.Analysts expect Ford Motor Company to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981304238,"gmtCreate":1666397059825,"gmtModify":1676537750880,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981304238","repostId":"2277288537","repostType":4,"repost":{"id":"2277288537","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666383586,"share":"https://ttm.financial/m/news/2277288537?lang=&edition=fundamental","pubTime":"2022-10-22 04:19","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Higher As Hopes for Less Aggressive Fed Grow","url":"https://stock-news.laohu8.com/highlight/detail?id=2277288537","media":"Reuters","summary":"(Reuters) - U.S. stocks surged to close out the trading week on Friday after a report said the U.S. ","content":"<html><head></head><body><p>(Reuters) - U.S. stocks surged to close out the trading week on Friday after a report said the U.S. Federal Reserve will likely debate on a smaller interest rate hike in December, raising hopes the central bank may be poised to adopt a less aggressive policy stance.</p><p>Some Fed officials have begun sounding out their desire to slow down the pace of increases soon, according to a Wall Street Journal report, and how to signal plans to approve a smaller increase in December.</p><p>San Francisco Federal Reserve President Mary Daly echoed that sentiment and said it&#39;s time to start talking about slowing the pace of the hikes in borrowing costs and doing so should avoid sending the economy into an &#34;unforced downturn&#34; by hiking interest rates too sharply.</p><p>In addition, Chicago Federal Reserve Bank President Charles Evans reiterated his stance the Fed should get policy to &#34;a bit above&#34; 4.5% by early next year and then hold it there.</p><p>Analysts widely expect the Fed to hike rates by 75 basis points for a fourth straight meeting in November. Equities have been under pressure this year as the central bank has embarked on an aggressive rate hike path as it attempts to reign in stubbornly high inflation, increasing worries of a policy error that will send the economy into a recession.</p><p>&#34;You had the (report) and then you had some confirmation that 75 seems to be pretty baked in for November here but perhaps there is room to slow and extend... rather than front-load so high and then have to peel off, you kind of ease to your 4.75% or 5% peak,&#34; said Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>&#34;Then maybe just hold there for a while so you are getting a little bit of relief.&#34;</p><p>The Dow Jones Industrial Average rose 748.97 points, or 2.47%, to 31,082.56, the S&amp;P 500 gained 86.97 points, or 2.37%, to 3,752.75 and the Nasdaq Composite added 244.87 points, or 2.31%, to 10,859.72.</p><p>For the week, the S&amp;P 500 climbed 4.74%, the Dow gained 4.89% and the Nasdaq rose 5.22%. Each of the three major indexes notched their biggest weekly percentage gains in four months.</p><p>The report helped stocks recover from early losses as <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> plunged 28.08% after posting its slowest quarterly revenue growth in five years as advertisers cut spending due to inflation and geopolitical woes.</p><p>That weighed on other companies that rely heavily on ad revenue such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, down 1.16% and Pinterest, off 6.40%.</p><p>Also falling after reporting quarterly earnings were American Express, which lost 1.67% and Verizon Communications, down 4.46%.</p><p>American Express said it built bigger provisions to prepare for potential defaults as an economic downturn looms while Verizon&#39;s profit slid 23% and the carrier missed estimates for wireless subscriber additions.</p><p>Next week will bring earnings from names such as Twitter , Microsoft Corp, Alphabet and Apple Inc.</p><p>Despite the recent batch of disappointing results, third-quarter earnings season has so far has been better-than-feared, with growth expectations for S&amp;P 500 companies at 3.1%, according to Refinitiv data, up from 2.8% earlier in the week but still well below the 11.1% forecast at the start of July.</p><p>Schlumberger shot up 10.33% to help to lift the S&amp;P 500 energy sector 2.76% after reporting a quarterly profit above expectations.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 11.57 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.03-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 9 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 60 new highs and 322 new lows.</p></body></html>","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>US STOCKS-Wall Street Ends Higher As Hopes for Less Aggressive Fed Grow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Higher As Hopes for Less Aggressive Fed Grow\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-22 04:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks surged to close out the trading week on Friday after a report said the U.S. Federal Reserve will likely debate on a smaller interest rate hike in December, raising hopes the central bank may be poised to adopt a less aggressive policy stance.</p><p>Some Fed officials have begun sounding out their desire to slow down the pace of increases soon, according to a Wall Street Journal report, and how to signal plans to approve a smaller increase in December.</p><p>San Francisco Federal Reserve President Mary Daly echoed that sentiment and said it&#39;s time to start talking about slowing the pace of the hikes in borrowing costs and doing so should avoid sending the economy into an &#34;unforced downturn&#34; by hiking interest rates too sharply.</p><p>In addition, Chicago Federal Reserve Bank President Charles Evans reiterated his stance the Fed should get policy to &#34;a bit above&#34; 4.5% by early next year and then hold it there.</p><p>Analysts widely expect the Fed to hike rates by 75 basis points for a fourth straight meeting in November. Equities have been under pressure this year as the central bank has embarked on an aggressive rate hike path as it attempts to reign in stubbornly high inflation, increasing worries of a policy error that will send the economy into a recession.</p><p>&#34;You had the (report) and then you had some confirmation that 75 seems to be pretty baked in for November here but perhaps there is room to slow and extend... rather than front-load so high and then have to peel off, you kind of ease to your 4.75% or 5% peak,&#34; said Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>&#34;Then maybe just hold there for a while so you are getting a little bit of relief.&#34;</p><p>The Dow Jones Industrial Average rose 748.97 points, or 2.47%, to 31,082.56, the S&amp;P 500 gained 86.97 points, or 2.37%, to 3,752.75 and the Nasdaq Composite added 244.87 points, or 2.31%, to 10,859.72.</p><p>For the week, the S&amp;P 500 climbed 4.74%, the Dow gained 4.89% and the Nasdaq rose 5.22%. Each of the three major indexes notched their biggest weekly percentage gains in four months.</p><p>The report helped stocks recover from early losses as <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> plunged 28.08% after posting its slowest quarterly revenue growth in five years as advertisers cut spending due to inflation and geopolitical woes.</p><p>That weighed on other companies that rely heavily on ad revenue such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, down 1.16% and Pinterest, off 6.40%.</p><p>Also falling after reporting quarterly earnings were American Express, which lost 1.67% and Verizon Communications, down 4.46%.</p><p>American Express said it built bigger provisions to prepare for potential defaults as an economic downturn looms while Verizon&#39;s profit slid 23% and the carrier missed estimates for wireless subscriber additions.</p><p>Next week will bring earnings from names such as Twitter , Microsoft Corp, Alphabet and Apple Inc.</p><p>Despite the recent batch of disappointing results, third-quarter earnings season has so far has been better-than-feared, with growth expectations for S&amp;P 500 companies at 3.1%, according to Refinitiv data, up from 2.8% earlier in the week but still well below the 11.1% forecast at the start of July.</p><p>Schlumberger shot up 10.33% to help to lift the S&amp;P 500 energy sector 2.76% after reporting a quarterly profit above expectations.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 11.57 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.03-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 9 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 60 new highs and 322 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277288537","content_text":"(Reuters) - U.S. stocks surged to close out the trading week on Friday after a report said the U.S. Federal Reserve will likely debate on a smaller interest rate hike in December, raising hopes the central bank may be poised to adopt a less aggressive policy stance.Some Fed officials have begun sounding out their desire to slow down the pace of increases soon, according to a Wall Street Journal report, and how to signal plans to approve a smaller increase in December.San Francisco Federal Reserve President Mary Daly echoed that sentiment and said it's time to start talking about slowing the pace of the hikes in borrowing costs and doing so should avoid sending the economy into an \"unforced downturn\" by hiking interest rates too sharply.In addition, Chicago Federal Reserve Bank President Charles Evans reiterated his stance the Fed should get policy to \"a bit above\" 4.5% by early next year and then hold it there.Analysts widely expect the Fed to hike rates by 75 basis points for a fourth straight meeting in November. Equities have been under pressure this year as the central bank has embarked on an aggressive rate hike path as it attempts to reign in stubbornly high inflation, increasing worries of a policy error that will send the economy into a recession.\"You had the (report) and then you had some confirmation that 75 seems to be pretty baked in for November here but perhaps there is room to slow and extend... rather than front-load so high and then have to peel off, you kind of ease to your 4.75% or 5% peak,\" said Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.\"Then maybe just hold there for a while so you are getting a little bit of relief.\"The Dow Jones Industrial Average rose 748.97 points, or 2.47%, to 31,082.56, the S&P 500 gained 86.97 points, or 2.37%, to 3,752.75 and the Nasdaq Composite added 244.87 points, or 2.31%, to 10,859.72.For the week, the S&P 500 climbed 4.74%, the Dow gained 4.89% and the Nasdaq rose 5.22%. Each of the three major indexes notched their biggest weekly percentage gains in four months.The report helped stocks recover from early losses as Snap Inc plunged 28.08% after posting its slowest quarterly revenue growth in five years as advertisers cut spending due to inflation and geopolitical woes.That weighed on other companies that rely heavily on ad revenue such as Meta Platforms Inc, down 1.16% and Pinterest, off 6.40%.Also falling after reporting quarterly earnings were American Express, which lost 1.67% and Verizon Communications, down 4.46%.American Express said it built bigger provisions to prepare for potential defaults as an economic downturn looms while Verizon's profit slid 23% and the carrier missed estimates for wireless subscriber additions.Next week will bring earnings from names such as Twitter , Microsoft Corp, Alphabet and Apple Inc.Despite the recent batch of disappointing results, third-quarter earnings season has so far has been better-than-feared, with growth expectations for S&P 500 companies at 3.1%, according to Refinitiv data, up from 2.8% earlier in the week but still well below the 11.1% forecast at the start of July.Schlumberger shot up 10.33% to help to lift the S&P 500 energy sector 2.76% after reporting a quarterly profit above expectations.Volume on U.S. exchanges was 12.15 billion shares, compared with the 11.57 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.03-to-1 ratio favored advancers.The S&P 500 posted 9 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 60 new highs and 322 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983328939,"gmtCreate":1666156274921,"gmtModify":1676537715362,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Nixe","listText":"Nixe","text":"Nixe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983328939","repostId":"1171515181","repostType":4,"repost":{"id":"1171515181","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666155796,"share":"https://ttm.financial/m/news/1171515181?lang=&edition=fundamental","pubTime":"2022-10-19 13:03","market":"us","language":"en","title":"ASML Reports Q3 Net Sales of €5.8 Billion, Better Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1171515181","media":"Tiger Newspress","summary":"ASML Holding NV, a key equipment supplier to computer chip manufacturers, on Wednesday reported bett","content":"<html><head></head><body><p>ASML Holding NV, a key equipment supplier to computer chip manufacturers, on Wednesday reported better-than-expected third-quarter sales and profit and record new bookings.</p><p>&#34;There is uncertainty in the market due to a number of global macro-economic concerns including inflation, consumer confidence and the risk of a recession,&#34; said CEO Peter Wennink in a statement.</p><p>Despite weakness in the end market for memory chips, however, &#34;the overall demand for our systems continues to be strong. This resulted in record bookings in the third quarter of around 8.9 billion euros,&#34; he said.</p><p>ASML, Europe&#39;s largest technology company, makes lithography systems, large machines that cost up to $160 million each and are used by chipmakers such as Taiwan Semiconductor (TMSC), Samsung and Intel to create the circuitry of computer chips.</p><p>It is currently unable to keep up with demand from these companies as they seek to build new manufacturing plants, and with ASML&#39;s backlog now at more than 30 billion euros, ASML is seeking to expand its own production capacity by 2025.</p><p>ASML&#39;s third-quarter net profit was 1.7 billion euros ($1.7 billion), on sales of 5.8 billion euros, beating analyst forecasts of profit of 1.42 billion euros, on sales of 5.41 billion euros.</p><p>By comparison in the second quarter of 2022, ASML had income of 1.70 billion euros on sales of 5.78 billion euros.</p><p>Earnings Highlight</p><ul><li>ASML Holding press release Q3 GAAP EPS of €4.29.</li><li>Revenue of €5.8B (+10.7% Y/Y) beats by €410M.</li><li>Gross margin of 51.8%.</li><li>Record quarterly net bookings in Q3 of €8.9B.</li><li>ASML expects Q4 2022 net sales between €6.1B and €6.6B vs. €4.98B in Q4 2021 and a gross margin around 49%.</li><li>Expected sales for the full year €21.1B at the midpoint of the Q4 guidance.</li><li>The value of fast shipments in 2022 leading to delayed revenue recognition into 2023 is expected to be around €2.2B.</li></ul><p><img src=\"https://static.tigerbbs.com/00d9ec5eaa9dec1e1ee7d3d497ba7dbb\" tg-width=\"672\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>ASML Reports Q3 Net Sales of €5.8 Billion, Better Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML Reports Q3 Net Sales of €5.8 Billion, Better Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-19 13:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ASML Holding NV, a key equipment supplier to computer chip manufacturers, on Wednesday reported better-than-expected third-quarter sales and profit and record new bookings.</p><p>&#34;There is uncertainty in the market due to a number of global macro-economic concerns including inflation, consumer confidence and the risk of a recession,&#34; said CEO Peter Wennink in a statement.</p><p>Despite weakness in the end market for memory chips, however, &#34;the overall demand for our systems continues to be strong. This resulted in record bookings in the third quarter of around 8.9 billion euros,&#34; he said.</p><p>ASML, Europe&#39;s largest technology company, makes lithography systems, large machines that cost up to $160 million each and are used by chipmakers such as Taiwan Semiconductor (TMSC), Samsung and Intel to create the circuitry of computer chips.</p><p>It is currently unable to keep up with demand from these companies as they seek to build new manufacturing plants, and with ASML&#39;s backlog now at more than 30 billion euros, ASML is seeking to expand its own production capacity by 2025.</p><p>ASML&#39;s third-quarter net profit was 1.7 billion euros ($1.7 billion), on sales of 5.8 billion euros, beating analyst forecasts of profit of 1.42 billion euros, on sales of 5.41 billion euros.</p><p>By comparison in the second quarter of 2022, ASML had income of 1.70 billion euros on sales of 5.78 billion euros.</p><p>Earnings Highlight</p><ul><li>ASML Holding press release Q3 GAAP EPS of €4.29.</li><li>Revenue of €5.8B (+10.7% Y/Y) beats by €410M.</li><li>Gross margin of 51.8%.</li><li>Record quarterly net bookings in Q3 of €8.9B.</li><li>ASML expects Q4 2022 net sales between €6.1B and €6.6B vs. €4.98B in Q4 2021 and a gross margin around 49%.</li><li>Expected sales for the full year €21.1B at the midpoint of the Q4 guidance.</li><li>The value of fast shipments in 2022 leading to delayed revenue recognition into 2023 is expected to be around €2.2B.</li></ul><p><img src=\"https://static.tigerbbs.com/00d9ec5eaa9dec1e1ee7d3d497ba7dbb\" tg-width=\"672\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171515181","content_text":"ASML Holding NV, a key equipment supplier to computer chip manufacturers, on Wednesday reported better-than-expected third-quarter sales and profit and record new bookings.\"There is uncertainty in the market due to a number of global macro-economic concerns including inflation, consumer confidence and the risk of a recession,\" said CEO Peter Wennink in a statement.Despite weakness in the end market for memory chips, however, \"the overall demand for our systems continues to be strong. This resulted in record bookings in the third quarter of around 8.9 billion euros,\" he said.ASML, Europe's largest technology company, makes lithography systems, large machines that cost up to $160 million each and are used by chipmakers such as Taiwan Semiconductor (TMSC), Samsung and Intel to create the circuitry of computer chips.It is currently unable to keep up with demand from these companies as they seek to build new manufacturing plants, and with ASML's backlog now at more than 30 billion euros, ASML is seeking to expand its own production capacity by 2025.ASML's third-quarter net profit was 1.7 billion euros ($1.7 billion), on sales of 5.8 billion euros, beating analyst forecasts of profit of 1.42 billion euros, on sales of 5.41 billion euros.By comparison in the second quarter of 2022, ASML had income of 1.70 billion euros on sales of 5.78 billion euros.Earnings HighlightASML Holding press release Q3 GAAP EPS of €4.29.Revenue of €5.8B (+10.7% Y/Y) beats by €410M.Gross margin of 51.8%.Record quarterly net bookings in Q3 of €8.9B.ASML expects Q4 2022 net sales between €6.1B and €6.6B vs. €4.98B in Q4 2021 and a gross margin around 49%.Expected sales for the full year €21.1B at the midpoint of the Q4 guidance.The value of fast shipments in 2022 leading to delayed revenue recognition into 2023 is expected to be around €2.2B.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838318856,"gmtCreate":1629373539275,"gmtModify":1676530019340,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"Comnent","listText":"Comnent","text":"Comnent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838318856","repostId":"1136790690","repostType":4,"repost":{"id":"1136790690","kind":"news","pubTimestamp":1629372973,"share":"https://ttm.financial/m/news/1136790690?lang=&edition=fundamental","pubTime":"2021-08-19 19:36","market":"other","language":"en","title":"European Luxury Stocks Tumble On China's \"Wealth Redistribution\" Plans","url":"https://stock-news.laohu8.com/highlight/detail?id=1136790690","media":"zerohedge","summary":"European luxury stocks slumped, and were among the worst performers in Europe’s Stoxx 600, after Chi","content":"<p>European luxury stocks slumped, and were among the worst performers in Europe’s Stoxx 600, after Chinese state media this week said President Xi Jinping offered an outline for “common prosperity” via \"wealth redistribution\" -<i>who know that China was communist after all -</i>that includes income regulation and redistribution, putting China’s wealthiest citizens on notice. Among the biggest losers were Financiere Richemont -5.6%, <a href=\"https://laohu8.com/S/0IIH.UK\">KERING SA</a> -5.3%, <a href=\"https://laohu8.com/S/0HAU.UK\">LVMH MOET HENNESSY LOUIS VUITTON SE</a> -4.2%, <a href=\"https://laohu8.com/S/0QJV.UK\">SWATCH GROUP OR</a> -3.6%, <a href=\"https://laohu8.com/S/BRBY.UK\">BURBERRY GROUP PLC</a> -2.7%, <a href=\"https://laohu8.com/S/0HV2.UK\">HERMES INTERNATIONAL SCA</a> -2.2%. Hong Kong-listed <a href=\"https://laohu8.com/S/01913\">PRADA</a> plunges 10%.</p>\n<p>While there are currently limited details on how to address wealth disparity in mainland China, it’s “no secret that wealth disparity is supportive to luxury demand,” HSBC analyst Erwan Rambourg wrote in emailed comments. Rambourg sees hard luxury companies such as Swatch and Richemont as most exposed to Chinese demand, and Burberry and Prada among soft luxury players.</p>\n<p>As Bloomberg's Heather Burke writes, today’s latest drop in European luxury stocks is a canary for distress in global markets: \"Luxury stocks such as LVMH and Hermes have outperformed this year as a re-opening play, helped by strong earnings and demand recovery in China. Yet today they are are getting hit, with Kering, Richemont and LVMH all down over 4%.\"</p>\n<p>Luxury’s declines play into both China fears and overall re-opening as the delta variant spreads, as tourism purchases often are a big source of revenue.</p>\n<p>Regionally, the luxury selloff is feeding most into the CAC 40, by far today’s biggest regional decliner in Europe. LVMH is the French gauge’s biggest member and is responsible for almost 30% of today’s drop in terms of index points. Luxury as a pain point will make it harder for the CAC, the best-performing major Western European benchmark this year, to hit its 21-year high</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>European Luxury Stocks Tumble On China's \"Wealth Redistribution\" Plans</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEuropean Luxury Stocks Tumble On China's \"Wealth Redistribution\" Plans\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 19:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/european-luxury-stocks-tumble-chinas-wealth-redistribution-plans?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>European luxury stocks slumped, and were among the worst performers in Europe’s Stoxx 600, after Chinese state media this week said President Xi Jinping offered an outline for “common prosperity” via ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/european-luxury-stocks-tumble-chinas-wealth-redistribution-plans?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01913":"普拉达","0HAU.UK":"路易威登集团","0IIH.UK":"开云集团（Kering）","0HV2.UK":"爱马仕国际集团","0QJV.UK":"SWATCH GROUP OR","BRBY.UK":"巴宝莉"},"source_url":"https://www.zerohedge.com/markets/european-luxury-stocks-tumble-chinas-wealth-redistribution-plans?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136790690","content_text":"European luxury stocks slumped, and were among the worst performers in Europe’s Stoxx 600, after Chinese state media this week said President Xi Jinping offered an outline for “common prosperity” via \"wealth redistribution\" -who know that China was communist after all -that includes income regulation and redistribution, putting China’s wealthiest citizens on notice. Among the biggest losers were Financiere Richemont -5.6%, KERING SA -5.3%, LVMH MOET HENNESSY LOUIS VUITTON SE -4.2%, SWATCH GROUP OR -3.6%, BURBERRY GROUP PLC -2.7%, HERMES INTERNATIONAL SCA -2.2%. Hong Kong-listed PRADA plunges 10%.\nWhile there are currently limited details on how to address wealth disparity in mainland China, it’s “no secret that wealth disparity is supportive to luxury demand,” HSBC analyst Erwan Rambourg wrote in emailed comments. Rambourg sees hard luxury companies such as Swatch and Richemont as most exposed to Chinese demand, and Burberry and Prada among soft luxury players.\nAs Bloomberg's Heather Burke writes, today’s latest drop in European luxury stocks is a canary for distress in global markets: \"Luxury stocks such as LVMH and Hermes have outperformed this year as a re-opening play, helped by strong earnings and demand recovery in China. Yet today they are are getting hit, with Kering, Richemont and LVMH all down over 4%.\"\nLuxury’s declines play into both China fears and overall re-opening as the delta variant spreads, as tourism purchases often are a big source of revenue.\nRegionally, the luxury selloff is feeding most into the CAC 40, by far today’s biggest regional decliner in Europe. LVMH is the French gauge’s biggest member and is responsible for almost 30% of today’s drop in terms of index points. Luxury as a pain point will make it harder for the CAC, the best-performing major Western European benchmark this year, to hit its 21-year high","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966648618,"gmtCreate":1669526645135,"gmtModify":1676538205083,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966648618","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960444200,"gmtCreate":1668234640801,"gmtModify":1676538032893,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960444200","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}