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JeromeAng

JeromeAng

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01-21

2023-12-13

$AP Strategic(5RA.SI)$ wasted

2023-10-30

Is this the last chance to buy bitcoin?

2023-08-16

I am going in. Thanks![Cool]

Sea Limited Earnings: Navigating Q2's Storm, Priced At 10x EBITDA

2023-04-01

I don't believe so. In fact, I think this is an early sign of warning to bigger failures to come.

2023-03-23

I can't read Chinese

2023-03-23

Elon Musk will win eventually

2023-03-23

Ten cents for sure if you understand their business!

2023-03-23

Zero bps and then reduce rates!

2023-03-13

Oh no....

20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB

2022-11-09

Nice

Even At The 12-Month Low, Tesla Is Not A Compelling Buy

2022-10-28

👍

The Cloud Boom Has Hit Its Stormiest Moment yet, and It Is Costing Investors Billions

2022-10-28

Great

Sorry, the original content has been removed

2022-10-28

👍

BofA Says Too Early for Fed Pivot as Investors Flock to Stocks

2022-10-28

Good

Sorry, the original content has been removed

2022-10-28

👍

Amazon Stock: Q4 Guide Disappoints but Still a Long-Term Winner, Says 5-Star Analyst

2022-10-24

👍

Toyota to Produce Electric Car Powered By BYD Batteries in China

2022-10-24

👍

Ford Already "Bit the Proverbial Bullet" Ahead of Earnings, but GM Results Could Go Either Way

2022-10-24

👍

Tesla Stock Could Rebound in 3 Months. Here’s What it Would Take

2022-10-18

👍

Tiger Chart｜Tech Giants' Q3 Earnings Preview: Who Is the Winner?

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/BA\">$Boeing(BA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$ </a>&nbsp;","text":"$Boeing(BA)$","images":[{"img":"https://community-static.tradeup.com/news/335a959be899f2119e55698f1ddef70a","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/265402488918272","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000140","authorId":"9000000000000140","name":"BrianWashington","avatar":"https://static.tigerbbs.com/28b54c3ff00aca78d815cf3ac82272b2","crmLevel":1,"crmLevelSwitch":0},"content":"Boeing (BA) has so much potential, can't wait to see it soar!","text":"Boeing (BA) has so much potential, can't wait to see it soar!","html":"Boeing (BA) has so much potential, can't wait to see it soar!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251523105595608,"gmtCreate":1702444237231,"gmtModify":1702444240431,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5RA.SI\">$AP Strategic(5RA.SI)$ </a> wasted","listText":"<a href=\"https://ttm.financial/S/5RA.SI\">$AP Strategic(5RA.SI)$ </a> wasted","text":"$AP Strategic(5RA.SI)$ wasted","images":[{"img":"https://community-static.tradeup.com/news/54f64708bf940843466cbb49f018470d","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251523105595608","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":235781667946720,"gmtCreate":1698596696065,"gmtModify":1698630809334,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Is this the last chance to buy bitcoin?","listText":"Is this the last chance to buy bitcoin?","text":"Is this the last chance to buy bitcoin?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235781667946720","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209366027980936,"gmtCreate":1692151752705,"gmtModify":1692151756934,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I am going in. Thanks![Cool]&nbsp;","listText":"I am going in. Thanks![Cool]&nbsp;","text":"I am going in. Thanks![Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209366027980936","repostId":"2359810077","repostType":2,"repost":{"id":"2359810077","pubTimestamp":1692150445,"share":"https://www.laohu8.com/m/news/2359810077?lang=&edition=full","pubTime":"2023-08-16 09:47","market":"us","language":"en","title":"Sea Limited Earnings: Navigating Q2's Storm, Priced At 10x EBITDA","url":"https://stock-news.laohu8.com/highlight/detail?id=2359810077","media":"seekingalpha","summary":"Luckily for investors, Sea's comparables ease up substantially over the next couple of quarters, so even if its revenue growth rates don't accelerate, its y/y comparables should be attractive enough for Sea to deliver close to 10% y/y revenue growth rates into H2 2023.   SA Premium Furthermore, as you can see above, analysts' consensus estimates for Sea had already been markedly lowered, to the point that analysts have already reduced their financial projections for Q4 2023 to 3% y/y revenue growth rates. In other words, Sea's growth hurdles had already been lowered. Profitability Profile Examined SE Q2 2023 Sea's bull case is focused on Sea's ability to turn the corner on its profitability. To this end, the graphic above demonstrates Sea's prog","content":"<html><head></head><body><h2 id=\"id_470605604\" style=\"text-align: left;\">Summary</h2><ul><li><p>Sea Limited&#39;s Q2 2023 results disappointed investors, particularly due to the slowing growth of its Digital Financial Services segment.</p></li><li><p>Concerns have been raised about Sea&#39;s ability to sustain its growth trajectory.</p></li><li><p>Despite the slowdown, Sea&#39;s improved profitability and the potential for $3 billion in EBITDA by 2024 make the current valuation of the stock attractive.</p></li></ul><h2 id=\"id_699353409\">Investment Thesis</h2><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> negatively surprised investors with its Q2 2023 results. Not only did Sea&#39;s revenue growth rates miss analysts&#39; expectations, but the details of this revenue miss matter.</p><p>I declare that investors felt disenchanted and frustrated to see that Sea&#39;s key growth engine, its Digital Financial Services, delivered yet another quarter of slowing revenue growth rates.</p><p>Nevertheless, I argue, that paying 10x next year&#39;s EBITDA for Sea is probably as cheap as this is going to get. Here&#39;s why I&#39;m bullish on Sea Limited.</p><p>Read more: <a href=\"https://ttm.financial/NW/1136947087\" title=\"Singapore&#39;s Sea Misses Quarterly Revenue Estimates\" target=\"_blank\">Singapore&#39;s Sea Misses Quarterly Revenue Estimates</a></p><h2 id=\"id_2467689377\">Sea Limited&#39;s Growth Engine in Focus</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/793469aa69a9f3ae44f50e9d70e7dd5d\" title=\"\" tg-width=\"640\" tg-height=\"300\"/></p><p>Sea Limited Segments</p><p>Above we see Sea&#39;s 3 main segments. Long ago, investors had come to terms with its shrinking Digital Entertainment segment, so this segment being down slightly didn&#39;t cause investors too much concern.</p><p>However, what investors have latched onto is Sea&#39;s growth engine, its Digital Financial Services (&#39;&#39;DFS&#39;&#39;), which saw a substantial deceleration from Q1. To illustrate, see if you can pick up a trend for Sea&#39;s DFS segment:</p><ul><li><p>Q2 2022: 214% y/y</p></li><li><p>Q3 2022: 147% y/y</p></li><li><p>Q4 2022: 92% y/y</p></li><li><p>Q1 2023: 75% y/y</p></li><li><p>Q2 2023: 53% y/y.</p></li></ul><p>This poses a significant problem. Why? Because investors were backing this stock were backing what <em>they believed</em> to be a business that had another segment asides from its e-commerce segment to deliver strong growth rates.</p><p>And with its DFS segment rapidly decelerating from more than 200% y/y growth this time last year to 53% y/y this time around, investors are left searching and asking tough questions.</p><h2 id=\"id_464247106\">Revenue Growth Rates Fizzled Out</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c5bcebd43fcbd18b62236fb5b6c629\" title=\"\" tg-width=\"640\" tg-height=\"227\"/></p><p>SE revenue growth rates</p><p>One of the problems with investing is that when the share price is going up, nobody is going to waste too much energy asking difficult questions about their investment. After all, the stock is going up, and everyone is a buy-and-hold-forever investor.</p><p>But when the company starts to report slowing revenue growth rates, all of a sudden investors start to look ahead and show slightly more trepidation before sending good money after bad.</p><p>In practical terms, investors are now looking out to the end of 2023 and asking, if Q2 delivered just 5% y/y growth rates, what sort of growth rates can we expect towards the back end of 2023?</p><p>Luckily for investors, Sea&#39;s comparables ease up substantially over the next couple of quarters, so even if its revenue growth rates don&#39;t accelerate, its y/y comparables should be attractive enough for Sea to deliver close to 10% y/y revenue growth rates into H2 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f82fdfe0e02a82701ed0450de3cddf\" title=\"\" tg-width=\"418\" tg-height=\"386\"/></p><p>SA Premium</p><p>Furthermore, as you can see above, analysts&#39; consensus estimates for Sea had already been markedly lowered, to the point that analysts have already reduced their financial projections for Q4 2023 to 3% y/y revenue growth rates.</p><p>In other words, Sea&#39;s growth hurdles had already been lowered.</p><h2 id=\"id_3038995066\">Profitability Profile Examined</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13e7430b69913730a1259222ef68d094\" title=\"\" tg-width=\"640\" tg-height=\"510\"/></p><p>SE Q2 2023</p><p>Sea&#39;s bull case is focused on Sea&#39;s ability to turn the corner on its profitability. To this end, the graphic above demonstrates Sea&#39;s progress. As you can see above, Sea&#39;s EBITDA went from negative $0.5 billion EBITDA in last year&#39;s Q2 to just over $0.5 billion this time around -- a jump of $1 billion in profitability in 12 months.</p><p>Put another way, yes investors are disenchanted with Sea&#39;s growth engine slowing down. But the fact that its underlying profitability has so dramatically improved undoubtedly supports its valuation.</p><p>To illustrate, Sea may end 2023 with slightly more than $2 billion in adjusted EBITDA profitability.</p><p>On the other hand, investors may declare that much of this progress is already old news, after all, Sea had already delivered a similar improvement in profitability last quarter, Q1 2023, see below:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2062ccc2a8499f5dc4d80c7dee119ab5\" title=\"\" tg-width=\"640\" tg-height=\"503\"/></p><p>SEA Q1 2023</p><p>Meaning that, yes, Sea&#39;s y/y profitability comparison has improved. But sequentially? Sea has delivered practically no improvement.</p><p>On yet the other hand, I believe that paying very approximately 14x this year&#39;s EBITDA is a very attractive risk-reward. Indeed, if you think about it, this year is practically finished. Meaning that most investors will already be attempting to price in 2024.</p><p>Further, it&#39;s highly likely that in 2024, Sea could be on the cusp of reporting $3 billion of EBITDA. That means that the stock is priced at 10x next year&#39;s EBITDA. Surely, that&#39;s cheap enough?</p><h2 id=\"id_2834589196\">The Bottom Line</h2><p>Sea Limited&#39;s recent Q2 2023 results left investors disappointed, particularly due to the underwhelming performance of its Digital Financial Services segment, which experienced a significant deceleration in revenue growth rates.</p><p>This slowdown raised concerns about Sea&#39;s ability to sustain its growth trajectory.</p><p>Despite this setback, I argue that the current valuation, with Sea trading at around 10x next year&#39;s EBITDA, presents an attractive opportunity.</p><p>While the DFS segment&#39;s growth has faltered, Sea&#39;s profitability profile has notably improved, and the prospect of reaching $3 billion in EBITDA by 2024 supports the stock&#39;s potential upside.</p><p>Although questions linger, paying such a valuation for Sea might just be as affordable as it gets in the near term. As always, the investing journey continues with its twists and turns.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited Earnings: Navigating Q2's Storm, Priced At 10x EBITDA</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 Earnings: Navigating Q2's Storm, Priced At 10x EBITDA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4628576-sea-limited-earnings-navigating-q2-storm-priced-at-10x-ebitda><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited's Q2 2023 results disappointed investors, particularly due to the slowing growth of its Digital Financial Services segment.Concerns have been raised about Sea's ability to sustain ...</p>\n\n<a href=\"https://seekingalpha.com/article/4628576-sea-limited-earnings-navigating-q2-storm-priced-at-10x-ebitda\">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/4628576-sea-limited-earnings-navigating-q2-storm-priced-at-10x-ebitda","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2359810077","content_text":"SummarySea Limited's Q2 2023 results disappointed investors, particularly due to the slowing growth of its Digital Financial Services segment.Concerns have been raised about Sea's ability to sustain its growth trajectory.Despite the slowdown, Sea's improved profitability and the potential for $3 billion in EBITDA by 2024 make the current valuation of the stock attractive.Investment ThesisSea Limited negatively surprised investors with its Q2 2023 results. Not only did Sea's revenue growth rates miss analysts' expectations, but the details of this revenue miss matter.I declare that investors felt disenchanted and frustrated to see that Sea's key growth engine, its Digital Financial Services, delivered yet another quarter of slowing revenue growth rates.Nevertheless, I argue, that paying 10x next year's EBITDA for Sea is probably as cheap as this is going to get. Here's why I'm bullish on Sea Limited.Read more: Singapore's Sea Misses Quarterly Revenue EstimatesSea Limited's Growth Engine in FocusSea Limited SegmentsAbove we see Sea's 3 main segments. Long ago, investors had come to terms with its shrinking Digital Entertainment segment, so this segment being down slightly didn't cause investors too much concern.However, what investors have latched onto is Sea's growth engine, its Digital Financial Services (''DFS''), which saw a substantial deceleration from Q1. To illustrate, see if you can pick up a trend for Sea's DFS segment:Q2 2022: 214% y/yQ3 2022: 147% y/yQ4 2022: 92% y/yQ1 2023: 75% y/yQ2 2023: 53% y/y.This poses a significant problem. Why? Because investors were backing this stock were backing what they believed to be a business that had another segment asides from its e-commerce segment to deliver strong growth rates.And with its DFS segment rapidly decelerating from more than 200% y/y growth this time last year to 53% y/y this time around, investors are left searching and asking tough questions.Revenue Growth Rates Fizzled OutSE revenue growth ratesOne of the problems with investing is that when the share price is going up, nobody is going to waste too much energy asking difficult questions about their investment. After all, the stock is going up, and everyone is a buy-and-hold-forever investor.But when the company starts to report slowing revenue growth rates, all of a sudden investors start to look ahead and show slightly more trepidation before sending good money after bad.In practical terms, investors are now looking out to the end of 2023 and asking, if Q2 delivered just 5% y/y growth rates, what sort of growth rates can we expect towards the back end of 2023?Luckily for investors, Sea's comparables ease up substantially over the next couple of quarters, so even if its revenue growth rates don't accelerate, its y/y comparables should be attractive enough for Sea to deliver close to 10% y/y revenue growth rates into H2 2023.SA PremiumFurthermore, as you can see above, analysts' consensus estimates for Sea had already been markedly lowered, to the point that analysts have already reduced their financial projections for Q4 2023 to 3% y/y revenue growth rates.In other words, Sea's growth hurdles had already been lowered.Profitability Profile ExaminedSE Q2 2023Sea's bull case is focused on Sea's ability to turn the corner on its profitability. To this end, the graphic above demonstrates Sea's progress. As you can see above, Sea's EBITDA went from negative $0.5 billion EBITDA in last year's Q2 to just over $0.5 billion this time around -- a jump of $1 billion in profitability in 12 months.Put another way, yes investors are disenchanted with Sea's growth engine slowing down. But the fact that its underlying profitability has so dramatically improved undoubtedly supports its valuation.To illustrate, Sea may end 2023 with slightly more than $2 billion in adjusted EBITDA profitability.On the other hand, investors may declare that much of this progress is already old news, after all, Sea had already delivered a similar improvement in profitability last quarter, Q1 2023, see below:SEA Q1 2023Meaning that, yes, Sea's y/y profitability comparison has improved. But sequentially? Sea has delivered practically no improvement.On yet the other hand, I believe that paying very approximately 14x this year's EBITDA is a very attractive risk-reward. Indeed, if you think about it, this year is practically finished. Meaning that most investors will already be attempting to price in 2024.Further, it's highly likely that in 2024, Sea could be on the cusp of reporting $3 billion of EBITDA. That means that the stock is priced at 10x next year's EBITDA. Surely, that's cheap enough?The Bottom LineSea Limited's recent Q2 2023 results left investors disappointed, particularly due to the underwhelming performance of its Digital Financial Services segment, which experienced a significant deceleration in revenue growth rates.This slowdown raised concerns about Sea's ability to sustain its growth trajectory.Despite this setback, I argue that the current valuation, with Sea trading at around 10x next year's EBITDA, presents an attractive opportunity.While the DFS segment's growth has faltered, Sea's profitability profile has notably improved, and the prospect of reaching $3 billion in EBITDA by 2024 supports the stock's potential upside.Although questions linger, paying such a valuation for Sea might just be as affordable as it gets in the near term. As always, the investing journey continues with its twists and turns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941270519,"gmtCreate":1680332924531,"gmtModify":1680332927996,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I don't believe so. In fact, I think this is an early sign of warning to bigger failures to come.&nbsp;","listText":"I don't believe so. In fact, I think this is an early sign of warning to bigger failures to come.&nbsp;","text":"I don't believe so. In fact, I think this is an early sign of warning to bigger failures to come.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941270519","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943255056,"gmtCreate":1679503223975,"gmtModify":1679503275162,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I can't read Chinese","listText":"I can't read Chinese","text":"I can't read Chinese","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943255056","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943252749,"gmtCreate":1679503200882,"gmtModify":1679503204520,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Elon Musk will win eventually&nbsp;","listText":"Elon Musk will win eventually&nbsp;","text":"Elon Musk will win eventually","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943252749","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943252501,"gmtCreate":1679503174503,"gmtModify":1679503178527,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Ten cents for sure if you understand their business!","listText":"Ten cents for sure if you understand their business!","text":"Ten cents for sure if you understand their business!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943252501","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943252681,"gmtCreate":1679503120843,"gmtModify":1679503124293,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Zero bps and then reduce rates!","listText":"Zero bps and then reduce rates!","text":"Zero bps and then reduce rates!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943252681","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949655527,"gmtCreate":1678640270770,"gmtModify":1678640274779,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Oh no....","listText":"Oh no....","text":"Oh no....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949655527","repostId":"2318857796","repostType":2,"repost":{"id":"2318857796","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":1678601805,"share":"https://www.laohu8.com/m/news/2318857796?lang=&edition=full","pubTime":"2023-03-12 14:16","market":"us","language":"en","title":"20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB","url":"https://stock-news.laohu8.com/highlight/detail?id=2318857796","media":"Dow Jones","summary":"SVB Financial Group faced a perfect storm, but there are plenty of other banks that would face big l","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cash</p><p>Silicon Valley Bank has failed following a run on deposits, after its parent company&#39;s share price crashed a record 60% on Thursday.</p><p>Trading of <a href=\"https://laohu8.com/S/SIVBP\">SVB Financial Group</a>&#39;s <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was &#34;monitoring very carefully.&#34; Reaction poured in from several analysts who discussed the bank&#39;s liquidity risk.</p><p>California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.</p><p>Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB&#39;s crisis.</p><p>Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.</p><h3>First, a quick look at SVB</h3><p>Some media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.</p><p>One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank&#39;s loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because &#34;client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.&#34;</p><p>SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn&#39;t completed.</p><p>So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.</p><h3>Unrealized losses on securities</h3><p>Banks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.</p><p>The securities investments are held in two buckets:</p><p>In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council&#39;s National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.</p><p>Here&#39;s how accumulated other comprehensive income (AOCI) is defined in the report: &#34;Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.&#34;</p><p>In other words, it was mostly unrealized losses on SVB&#39;s available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling &#34;substantially all&#34; of these securities on March 8.</p><p>The list of 10 banks with unfavorable interest margin trends</p><p>On the regulatory call reports, AOCI is added to regulatory capital. Since SVB&#39;s AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company&#39;s total equity capital. So a fair way to gauge the negative AOCI to the bank&#39;s total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.</p><p>Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here&#39;s the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:</p><p><img src=\"https://static.tigerbbs.com/12eb7c2420e69b60c526a6b6ef79626d\" tg-width=\"887\" tg-height=\"715\" width=\"100%\" height=\"auto\"/></p><p>Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.</p><p>To be sure, these numbers don&#39;t mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.</p><h3>Banks with the highest percentage of negative AOCI to capital</h3><p>There are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:</p><p><img src=\"https://static.tigerbbs.com/8c786a5e88cfaa8510ac5458b4a31b86\" tg-width=\"884\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/6bbd38b51d92ae37f23e7fbff46e9c08\" tg-width=\"879\" tg-height=\"668\" width=\"100%\" height=\"auto\"/>Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact <a href=\"https://laohu8.com/S/CMA\">Comerica Inc.</a>, which tops the list, also improved its interest margin the most over the past four quarters, as shown here.</p><p>But it is interesting to note that <a href=\"https://laohu8.com/S/SI\">Silvergate Capital Corp.</a>, which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.</p><p>Another bank on the list facing concern among depositors is <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a> of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.</p><p>Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”</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>20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB</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\">\n20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB\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\">2023-03-12 14:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cash</p><p>Silicon Valley Bank has failed following a run on deposits, after its parent company&#39;s share price crashed a record 60% on Thursday.</p><p>Trading of <a href=\"https://laohu8.com/S/SIVBP\">SVB Financial Group</a>&#39;s <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was &#34;monitoring very carefully.&#34; Reaction poured in from several analysts who discussed the bank&#39;s liquidity risk.</p><p>California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.</p><p>Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB&#39;s crisis.</p><p>Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.</p><h3>First, a quick look at SVB</h3><p>Some media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.</p><p>One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank&#39;s loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because &#34;client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.&#34;</p><p>SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn&#39;t completed.</p><p>So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.</p><h3>Unrealized losses on securities</h3><p>Banks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.</p><p>The securities investments are held in two buckets:</p><p>In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council&#39;s National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.</p><p>Here&#39;s how accumulated other comprehensive income (AOCI) is defined in the report: &#34;Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.&#34;</p><p>In other words, it was mostly unrealized losses on SVB&#39;s available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling &#34;substantially all&#34; of these securities on March 8.</p><p>The list of 10 banks with unfavorable interest margin trends</p><p>On the regulatory call reports, AOCI is added to regulatory capital. Since SVB&#39;s AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company&#39;s total equity capital. So a fair way to gauge the negative AOCI to the bank&#39;s total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.</p><p>Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here&#39;s the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:</p><p><img src=\"https://static.tigerbbs.com/12eb7c2420e69b60c526a6b6ef79626d\" tg-width=\"887\" tg-height=\"715\" width=\"100%\" height=\"auto\"/></p><p>Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.</p><p>To be sure, these numbers don&#39;t mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.</p><h3>Banks with the highest percentage of negative AOCI to capital</h3><p>There are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:</p><p><img src=\"https://static.tigerbbs.com/8c786a5e88cfaa8510ac5458b4a31b86\" tg-width=\"884\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/6bbd38b51d92ae37f23e7fbff46e9c08\" tg-width=\"879\" tg-height=\"668\" width=\"100%\" height=\"auto\"/>Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact <a href=\"https://laohu8.com/S/CMA\">Comerica Inc.</a>, which tops the list, also improved its interest margin the most over the past four quarters, as shown here.</p><p>But it is interesting to note that <a href=\"https://laohu8.com/S/SI\">Silvergate Capital Corp.</a>, which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.</p><p>Another bank on the list facing concern among depositors is <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a> of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.</p><p>Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4166":"消费信贷","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","ALLY":"Ally Financial Inc.","BK4588":"碎股","BK4007":"制药","BK4139":"生物科技","SBNY":"签字银行","KEY":"KeyCorp","BK4561":"索罗斯持仓","CRCT":"Cricut, Inc.","TERN":"Terns Pharmaceuticals, Inc.","BK4548":"巴美列捷福持仓","BOLT":"Bolt Biotherapeutics, Inc.","BK4539":"次新股","BK4191":"家用电器","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4211":"区域性银行","LU1861217088.USD":"贝莱德金融科技A2"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318857796","content_text":"SVB Financial Group faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cashSilicon Valley Bank has failed following a run on deposits, after its parent company's share price crashed a record 60% on Thursday.Trading of SVB Financial Group's $(SIVB)$ stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was \"monitoring very carefully.\" Reaction poured in from several analysts who discussed the bank's liquidity risk.California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB's crisis.Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.First, a quick look at SVBSome media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank's loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because \"client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.\"SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn't completed.So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.Unrealized losses on securitiesBanks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.The securities investments are held in two buckets:In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council's National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.Here's how accumulated other comprehensive income (AOCI) is defined in the report: \"Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.\"In other words, it was mostly unrealized losses on SVB's available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling \"substantially all\" of these securities on March 8.The list of 10 banks with unfavorable interest margin trendsOn the regulatory call reports, AOCI is added to regulatory capital. Since SVB's AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company's total equity capital. So a fair way to gauge the negative AOCI to the bank's total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here's the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.To be sure, these numbers don't mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.Banks with the highest percentage of negative AOCI to capitalThere are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact Comerica Inc., which tops the list, also improved its interest margin the most over the past four quarters, as shown here.But it is interesting to note that Silvergate Capital Corp., which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.Another bank on the list facing concern among depositors is Signature Bank of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987749248,"gmtCreate":1668004826684,"gmtModify":1676537997509,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"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/9987749248","repostId":"1157692624","repostType":4,"repost":{"id":"1157692624","pubTimestamp":1668008277,"share":"https://www.laohu8.com/m/news/1157692624?lang=&edition=full","pubTime":"2022-11-09 23:37","market":"us","language":"en","title":"Even At The 12-Month Low, Tesla Is Not A Compelling Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1157692624","media":"Seeking Alpha","summary":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSLA is trading at 12-month lows.</li><li>Rising interest rates, Q3&#39;s revenue miss, and slowing sales in China are immediate concerns.</li><li>The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.</li><li>The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.</li><li>The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.</li></ul><p>Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).</p><p><img src=\"https://static.tigerbbs.com/ed96ee922a9178151466be6bb913196e\" tg-width=\"1280\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>12-Month price history and basic statistics for TSLA above.</p><p>Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.</p><p>The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.</p><p><img src=\"https://static.tigerbbs.com/bddbc4100fa6280bf6fcc0ef8b86d03a\" tg-width=\"1280\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Trailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.</p><p>Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.</p><p>I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&amp;P 500 (not including dividends).</p><p><img src=\"https://static.tigerbbs.com/1c08822d1f3055ab12bf6e9e8a7ea386\" tg-width=\"1280\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Previous analysis of TSLA and subsequent performance vs. the S&amp;P 500 above.</p><p>For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.</p><p>With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.</p><p><b>Wall Street Consensus Outlook for TSLA</b></p><p>ETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).</p><p><img src=\"https://static.tigerbbs.com/615c8d0e04e8918e25b7385e2bad7c26\" tg-width=\"1280\" tg-height=\"855\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.</p><p><img src=\"https://static.tigerbbs.com/797d6141699490e50d24fb2784e632e1\" tg-width=\"1280\" tg-height=\"882\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.</p><p><b>Market-Implied Outlook for TSLA</b></p><p>I have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.</p><p>The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.</p><p><img src=\"https://static.tigerbbs.com/44f689bc8494e22307e8401f8fcc1ac2\" tg-width=\"966\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.</p><p>The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.</p><p>To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).</p><p><img src=\"https://static.tigerbbs.com/67eb2da8e00a45afb6a60092265c1c8c\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.</p><p>Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.</p><p>The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).</p><p><img src=\"https://static.tigerbbs.com/6f17528781a49f411c10295d132d77cf\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.</p><p><b>Summary</b></p><p>Tesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.</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>Even At The 12-Month Low, Tesla Is Not A Compelling Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEven At The 12-Month Low, Tesla Is Not A Compelling Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month...</p>\n\n<a href=\"https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low\">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/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157692624","content_text":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).Seeking Alpha12-Month price history and basic statistics for TSLA above.Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.ETradeTrailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&P 500 (not including dividends).Seeking AlphaPrevious analysis of TSLA and subsequent performance vs. the S&P 500 above.For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.Wall Street Consensus Outlook for TSLAETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).ETradeWall Street analyst consensus rating and 12-month price target for TSLA above.Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.Seeking AlphaWall Street analyst consensus rating and 12-month price target for TSLA above.In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.Market-Implied Outlook for TSLAI have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.SummaryTesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986205094,"gmtCreate":1666955856019,"gmtModify":1676537839034,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986205094","repostId":"1174318801","repostType":4,"repost":{"id":"1174318801","pubTimestamp":1666950875,"share":"https://www.laohu8.com/m/news/1174318801?lang=&edition=full","pubTime":"2022-10-28 17:54","market":"us","language":"en","title":"The Cloud Boom Has Hit Its Stormiest Moment yet, and It Is Costing Investors Billions","url":"https://stock-news.laohu8.com/highlight/detail?id=1174318801","media":"MarketWatch","summary":"Amazon and Microsoft prove that cloud growth has hit a plateau and investors are ripping away more t","content":"<html><head></head><body><p>Amazon and Microsoft prove that cloud growth has hit a plateau and investors are ripping away more than $300 billion in valuation because of it, but the technology will still be at the core of computing for generations ahead</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47eb79e98a216a9cf6d47804e4c036a3\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>The cloud boom is falling back to earth. MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The cloud boom has finally reached a resting altitude, but Wall Street is doing anything but resting.</p><p>Amazon.com Inc., the original pioneer in cloud computing, confirmed Thursday what rivals Microsoft Corp. and Alphabet Inc. suggested with their earnings reports earlier in the week: Cloud-computing growth has finally reached a plateau, as companies around the world cut costs to address the slowing economy. Amazon Web Services, the backbone of Amazon’s profit,saw revenue hit its slowest growth on record, and executives said that it will slow down even more.</p><p>“The back end of the quarter, we were more in the mid-20% growth range, so carry that forecast to the fourth quarter — we are not sure how it’s going to play out, but that’s generally our assumption,” Amazon Chief Financial Officer Brian Olsavsky told analysts after reporting quarterly growth of 27.5%.</p><p>It was a jarring slowdown for AWS, which recorded 33% growth in the second quarter, 37% growth in the first, 37% in the fourth quarter of 2021 and 39% growth a year ago. It shouldn’t have been too much of a surprise, though: Smaller rivals reported similar slowdowns earlier in the week.</p><p>Microsoft’s Azure cloud business grew 35% in its fiscal first quarter, down from 40% in the previous quarter and 50% the year before, and executives predicted another five-percentage-point fall this quarter. Alphabet’s Google Cloud is also slowing, even though it was the bright spot of double-digit growth in the disappointing quarter for the internet ad and search giant. Google’s Cloud Services grew 37.6% in the third quarter, up from 35.6% growth in the second quarter, but down from 43.8% in the first quarter, and 44.6% in the fourth quarter.</p><p>Regular readers of this column should also not be surprised, as we predicted three months ago (perhaps just a tad early) that a slowdown was coming. It probably should have happened in 2020, but the COVID-19 pandemic caused a rush of companies to boost their cloud services, as remote work suddenly made a move to the cloud essential for many businesses.</p><p>More recently, though, the largest businesses with the most complex workloads are shutting down or putting off major projects, and cutting their spending on the cloud-computing power they would have needed to support hem.</p><p>“There are three parts to the cloud slowdown,” said Maribel Lopez, principal analyst at Lopez Research, who joined MarketWatch in predicting a cloud-spending slowdown earlier this year. “One is related to reigning in and rationalizing the Wild West of spending that companies did during COVID to keep the lights on,” which is leading to the cutbacks we see now. Second, recent waves of cloud workloads by the industries that are still slow-rolling their move to the cloud — such as government, healthcare and education — “are the most complex, time consuming and challenging to move to the cloud quickly.” Lastly, is a general fear related to the macroeconomic environment, leading to cuts anywhere executives can find them.</p><p>Wall Street has reacted swiftly and strongly, ripping more than $300 billion in market cap away from just Microsoft and Amazon this week, if Amazon’s steep decline in Thursday’s after-hours session persists. But this is where it helps to think about a longer-term view: Just because cloud growth is declining does not mean that the technology is still not core to the future.</p><p>Microsoft and Amazon will continue to develop and sell their cloud-computing offerings, and they will see healthy margins on them. Google is continuing to invest in its cloud business, adding 2,000 new employees via its acquisition of Mandiant last quarter, and executives said this week that businesses and governments are still in the early days of public cloud adoption.</p><p>“We’re pleased with the momentum in Cloud and do continue to be excited about the long-term opportunity,” Alphabet Chief Financial Officer Ruth Porat told analysts this week.</p><p>Many analysts agree. Dan Ives, an analyst with Wedbush Securities, said this week in a note about Microsoft that “the shift to cloud is still less than 50% penetrated.” Growth is slowing as inflation continues and the strong dollar outside the U.S. hits the revenue lines of many tech giants, causing many companies to pause in their spending, but that is a short-term problem.</p><p>Moving to a cloud provider is not for the faint of heart, and it is a transition that in some cases takes longer than expected. The same will hold true for investing in the cloud for the long term, even as there is some pain now. It’s still a massive and important part of the tech sector, an essential business that enabled companies to keep operating around the world during the pandemic. Whatever the future growth rate, the cloud appears here to stay.</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>The Cloud Boom Has Hit Its Stormiest Moment yet, and It Is Costing Investors Billions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Cloud Boom Has Hit Its Stormiest Moment yet, and It Is Costing Investors Billions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-cloud-boom-has-hit-its-stormiest-moment-yet-and-it-is-costing-investors-billions-11666919184?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon and Microsoft prove that cloud growth has hit a plateau and investors are ripping away more than $300 billion in valuation because of it, but the technology will still be at the core of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-cloud-boom-has-hit-its-stormiest-moment-yet-and-it-is-costing-investors-billions-11666919184?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":{"MSFT":"微软","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/the-cloud-boom-has-hit-its-stormiest-moment-yet-and-it-is-costing-investors-billions-11666919184?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174318801","content_text":"Amazon and Microsoft prove that cloud growth has hit a plateau and investors are ripping away more than $300 billion in valuation because of it, but the technology will still be at the core of computing for generations aheadThe cloud boom is falling back to earth. MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTOThe cloud boom has finally reached a resting altitude, but Wall Street is doing anything but resting.Amazon.com Inc., the original pioneer in cloud computing, confirmed Thursday what rivals Microsoft Corp. and Alphabet Inc. suggested with their earnings reports earlier in the week: Cloud-computing growth has finally reached a plateau, as companies around the world cut costs to address the slowing economy. Amazon Web Services, the backbone of Amazon’s profit,saw revenue hit its slowest growth on record, and executives said that it will slow down even more.“The back end of the quarter, we were more in the mid-20% growth range, so carry that forecast to the fourth quarter — we are not sure how it’s going to play out, but that’s generally our assumption,” Amazon Chief Financial Officer Brian Olsavsky told analysts after reporting quarterly growth of 27.5%.It was a jarring slowdown for AWS, which recorded 33% growth in the second quarter, 37% growth in the first, 37% in the fourth quarter of 2021 and 39% growth a year ago. It shouldn’t have been too much of a surprise, though: Smaller rivals reported similar slowdowns earlier in the week.Microsoft’s Azure cloud business grew 35% in its fiscal first quarter, down from 40% in the previous quarter and 50% the year before, and executives predicted another five-percentage-point fall this quarter. Alphabet’s Google Cloud is also slowing, even though it was the bright spot of double-digit growth in the disappointing quarter for the internet ad and search giant. Google’s Cloud Services grew 37.6% in the third quarter, up from 35.6% growth in the second quarter, but down from 43.8% in the first quarter, and 44.6% in the fourth quarter.Regular readers of this column should also not be surprised, as we predicted three months ago (perhaps just a tad early) that a slowdown was coming. It probably should have happened in 2020, but the COVID-19 pandemic caused a rush of companies to boost their cloud services, as remote work suddenly made a move to the cloud essential for many businesses.More recently, though, the largest businesses with the most complex workloads are shutting down or putting off major projects, and cutting their spending on the cloud-computing power they would have needed to support hem.“There are three parts to the cloud slowdown,” said Maribel Lopez, principal analyst at Lopez Research, who joined MarketWatch in predicting a cloud-spending slowdown earlier this year. “One is related to reigning in and rationalizing the Wild West of spending that companies did during COVID to keep the lights on,” which is leading to the cutbacks we see now. Second, recent waves of cloud workloads by the industries that are still slow-rolling their move to the cloud — such as government, healthcare and education — “are the most complex, time consuming and challenging to move to the cloud quickly.” Lastly, is a general fear related to the macroeconomic environment, leading to cuts anywhere executives can find them.Wall Street has reacted swiftly and strongly, ripping more than $300 billion in market cap away from just Microsoft and Amazon this week, if Amazon’s steep decline in Thursday’s after-hours session persists. But this is where it helps to think about a longer-term view: Just because cloud growth is declining does not mean that the technology is still not core to the future.Microsoft and Amazon will continue to develop and sell their cloud-computing offerings, and they will see healthy margins on them. Google is continuing to invest in its cloud business, adding 2,000 new employees via its acquisition of Mandiant last quarter, and executives said this week that businesses and governments are still in the early days of public cloud adoption.“We’re pleased with the momentum in Cloud and do continue to be excited about the long-term opportunity,” Alphabet Chief Financial Officer Ruth Porat told analysts this week.Many analysts agree. Dan Ives, an analyst with Wedbush Securities, said this week in a note about Microsoft that “the shift to cloud is still less than 50% penetrated.” Growth is slowing as inflation continues and the strong dollar outside the U.S. hits the revenue lines of many tech giants, causing many companies to pause in their spending, but that is a short-term problem.Moving to a cloud provider is not for the faint of heart, and it is a transition that in some cases takes longer than expected. The same will hold true for investing in the cloud for the long term, even as there is some pain now. It’s still a massive and important part of the tech sector, an essential business that enabled companies to keep operating around the world during the pandemic. Whatever the future growth rate, the cloud appears here to stay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986202482,"gmtCreate":1666955844846,"gmtModify":1676537839026,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986202482","repostId":"1138375665","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986202603,"gmtCreate":1666955796602,"gmtModify":1676537839000,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986202603","repostId":"2278074934","repostType":4,"repost":{"id":"2278074934","pubTimestamp":1666955560,"share":"https://www.laohu8.com/m/news/2278074934?lang=&edition=full","pubTime":"2022-10-28 19:12","market":"us","language":"en","title":"BofA Says Too Early for Fed Pivot as Investors Flock to Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2278074934","media":"Bloomberg","summary":"Strategists see S&P 500 rally as ‘bear hug’ before 1Q lowBond market changing focus from inflation t","content":"<html><head></head><body><ul><li>Strategists see S&amp;P 500 rally as ‘bear hug’ before 1Q low</li><li>Bond market changing focus from inflation to recession: BofA</li></ul><p>Investors are pouring large sums into equities but the rally has limited room to run as the Federal Reserve remains steadfast on hiking interest rates, according to Bank of America Corp. strategists.</p><p>Global equity funds saw about $23 billion of inflows in the week through Oct. 26, the largest amount since March, according to a note from the bank citing EPFR Global data. In the US, equity funds had $21.4 billion of inflows. Cash funds saw additions of $28.4 billion, while gold saw a $500 million redemption.</p><p>Still, it’s too early for a Fed policy pivot “absent sudden collapse in inflation &amp; payrolls,” strategists led by Michael Hartnett wrote in the note. The central bank normally starts cutting only once the unemployment rate exceeds 5.5% versus the current rate of 3.5%, they said.</p><p>The S&amp;P 500 is set for a second week of gains as traders parse earnings releases and economic data, with a report showing the US economy rebounded following two quarterly contractions in part due to resilient consumers and businesses. The rally is only a “bear hug,” according to the strategists, who see the S&amp;P 500 extending gains to as much as 4,000 points -- about 5% from the last close -- before pulling back again and hitting a low in the first quarter of next year.</p><p><img src=\"https://static.tigerbbs.com/74936280b34481a45bdbf62170081c59\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>The bond market is “now pivoting from inflation to recession,” the strategists said. “Recession trade is always long bonds, short stocks.”</p><p>Global bonds are rebounding as dovish signals from central bankers revive investor hopes that this year’s frantic pace of policy tightening has reached a plateau. Still, the debt market has been caught out before on expectations for an easier Fed, with rallies earlier in the year quickly fading.</p><p>Bank of America’s custom bull-and-bear indicator remains at the “maximum bearish” level, often regarded as a contrarian buy signal.</p><p>By trading style, investors poured cash into US large and small caps, value, and growth. Among sectors, tech had the largest inflows at $2.3 billion, the strategists wrote.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA Says Too Early for Fed Pivot as Investors Flock to Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBofA Says Too Early for Fed Pivot as Investors Flock to Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-28/bofa-says-too-early-for-fed-pivot-as-investors-flock-to-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Strategists see S&P 500 rally as ‘bear hug’ before 1Q lowBond market changing focus from inflation to recession: BofAInvestors are pouring large sums into equities but the rally has limited room to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-28/bofa-says-too-early-for-fed-pivot-as-investors-flock-to-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-28/bofa-says-too-early-for-fed-pivot-as-investors-flock-to-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278074934","content_text":"Strategists see S&P 500 rally as ‘bear hug’ before 1Q lowBond market changing focus from inflation to recession: BofAInvestors are pouring large sums into equities but the rally has limited room to run as the Federal Reserve remains steadfast on hiking interest rates, according to Bank of America Corp. strategists.Global equity funds saw about $23 billion of inflows in the week through Oct. 26, the largest amount since March, according to a note from the bank citing EPFR Global data. In the US, equity funds had $21.4 billion of inflows. Cash funds saw additions of $28.4 billion, while gold saw a $500 million redemption.Still, it’s too early for a Fed policy pivot “absent sudden collapse in inflation & payrolls,” strategists led by Michael Hartnett wrote in the note. The central bank normally starts cutting only once the unemployment rate exceeds 5.5% versus the current rate of 3.5%, they said.The S&P 500 is set for a second week of gains as traders parse earnings releases and economic data, with a report showing the US economy rebounded following two quarterly contractions in part due to resilient consumers and businesses. The rally is only a “bear hug,” according to the strategists, who see the S&P 500 extending gains to as much as 4,000 points -- about 5% from the last close -- before pulling back again and hitting a low in the first quarter of next year.The bond market is “now pivoting from inflation to recession,” the strategists said. “Recession trade is always long bonds, short stocks.”Global bonds are rebounding as dovish signals from central bankers revive investor hopes that this year’s frantic pace of policy tightening has reached a plateau. Still, the debt market has been caught out before on expectations for an easier Fed, with rallies earlier in the year quickly fading.Bank of America’s custom bull-and-bear indicator remains at the “maximum bearish” level, often regarded as a contrarian buy signal.By trading style, investors poured cash into US large and small caps, value, and growth. Among sectors, tech had the largest inflows at $2.3 billion, the strategists wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986202124,"gmtCreate":1666955783968,"gmtModify":1676537838996,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986202124","repostId":"2278074934","repostType":4,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986206212,"gmtCreate":1666955714936,"gmtModify":1676537838962,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986206212","repostId":"1105945743","repostType":4,"repost":{"id":"1105945743","pubTimestamp":1666946955,"share":"https://www.laohu8.com/m/news/1105945743?lang=&edition=full","pubTime":"2022-10-28 16:49","market":"us","language":"en","title":"Amazon Stock: Q4 Guide Disappoints but Still a Long-Term Winner, Says 5-Star Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1105945743","media":"TipRanks","summary":"Anything you can do, I can do… just as bad as you? On Thursday, Amazon (AMZN) joined the list of fal","content":"<div>\n<p>Anything you can do, I can do… just as bad as you? On Thursday, Amazon (AMZN) joined the list of fallen tech giants. After disastrous results for Alphabet, Microsoft and then Meta, the ecommerce ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amazon-stock-q4-guide-disappoints-but-still-a-long-term-winner-says-5-star-analyst\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Amazon Stock: Q4 Guide Disappoints but Still a Long-Term Winner, Says 5-Star Analyst</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\">\nAmazon Stock: Q4 Guide Disappoints but Still a Long-Term Winner, Says 5-Star Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 16:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amazon-stock-q4-guide-disappoints-but-still-a-long-term-winner-says-5-star-analyst><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anything you can do, I can do… just as bad as you? On Thursday, Amazon (AMZN) joined the list of fallen tech giants. After disastrous results for Alphabet, Microsoft and then Meta, the ecommerce ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amazon-stock-q4-guide-disappoints-but-still-a-long-term-winner-says-5-star-analyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.tipranks.com/news/article/amazon-stock-q4-guide-disappoints-but-still-a-long-term-winner-says-5-star-analyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105945743","content_text":"Anything you can do, I can do… just as bad as you? On Thursday, Amazon (AMZN) joined the list of fallen tech giants. After disastrous results for Alphabet, Microsoft and then Meta, the ecommerce leader took its turn to reflect the difficulties faced by the market leaders in the current economic climate.Shares are taking a hit in pre-market trading after the company said it expects a deceleration in sales growth for the holiday season, with waning demand amidst fears of a recession and the strong dollar all taking their toll. Meanwhile, Amazon also delivered a mixed Q3 report.First, the bright spot; posting a quarterly profit for the first time in 2022, Amazon delivered EPS of $0.28, coming in ahead of the Street’s forecast of $0.22.But there was a miss on the top-line as revenue increased by 14.7% year-over-year to $127.1 billion, falling shy of the consensus estimate by $370 million.Exhibiting the lowest growth rate since the start of 2014, AWS sales increased by 27.5% from the same period a year ago to $20.5 billion, below the analysts’ prediction of $21.2 billion.And then there was the guide; for Q4, Amazon’s operating income is expected in the region between $0 and $4.0 billion, with sales coming in between $140 billion to $148 billion. That was a big letdown as Wall Street had called for operating income of $5.05 billion and revenue of $155.09 billion.With the shares hammered and the stock on course to head back below the $1 trillion market cap threshold for the first time since April 2020, Truist’s Youssef Squali has some reassuring words for battered investors.“AMZN’s results were generally in line with expectations but the linearity of 3Q and the 4Q guide show that demand trends are slowing into October,” the 5-star analyst said. “In addition to macro headwinds, AMZN is also working to regain productivity losses from Covid, which are taking a bit longer to materialize and weighing on margins. That said, we view these challenges as temporary and see AMZN with the power of Prime, AWS leadership and rapidly growing ad business as best positioned to ride these multiple secular growth trends in FY23/beyond.”To this end, Squali maintains a Buy rating although the price target is lowered from $170 to $160. Still, the revised figure suggests shares will climb 44% higher over the coming months.Amazon remains a favorite on Wall Street. While one analyst stays on the sidelines, all 30 other reviews on file are positive, making the consensus view here a Strong Buy. Going by the $169.32 average target, the shares have room for 53% growth in the year ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988030489,"gmtCreate":1666618382742,"gmtModify":1676537778524,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988030489","repostId":"2277774592","repostType":4,"repost":{"id":"2277774592","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":1666615572,"share":"https://www.laohu8.com/m/news/2277774592?lang=&edition=full","pubTime":"2022-10-24 20:46","market":"sh","language":"en","title":"Toyota to Produce Electric Car Powered By BYD Batteries in China","url":"https://stock-news.laohu8.com/highlight/detail?id=2277774592","media":"Reuters","summary":"BEIJING, Oct 24 (Reuters) - Toyota Motor Corp announced on Monday the launch of a small electric sed","content":"<html><head></head><body><p>BEIJING, Oct 24 (Reuters) - Toyota Motor Corp announced on Monday the launch of a small electric sedan, which will be powered by BYD Co batteries and will be produced and sold in China.</p><p>The Japanese automaker said the car would be called the Toyota bZ3. It did not say when the vehicle will be available in showrooms.</p><p>It is the second model in the new Beyond Zero (bZ) series of battery electric vehicles (BEVs) from Toyota, which has been criticised by activists and green investors for not embracing BEVs quickly enough.</p><p>Toyota had planned to unveil the bZ3, which uses BYD&#39;s less bulky Blade batteries, at the Beijing auto show in April, but the event was cancelled because of the COVID-19 pandemic, people familiar with the matter have told Reuters.</p><p>The bZ3 was developed jointly by Toyota and BYD, Toyota said on Monday.</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>Toyota to Produce Electric Car Powered By BYD Batteries in China</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\">\nToyota to Produce Electric Car Powered By BYD Batteries in China\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\">2022-10-24 20:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BEIJING, Oct 24 (Reuters) - Toyota Motor Corp announced on Monday the launch of a small electric sedan, which will be powered by BYD Co batteries and will be produced and sold in China.</p><p>The Japanese automaker said the car would be called the Toyota bZ3. It did not say when the vehicle will be available in showrooms.</p><p>It is the second model in the new Beyond Zero (bZ) series of battery electric vehicles (BEVs) from Toyota, which has been criticised by activists and green investors for not embracing BEVs quickly enough.</p><p>Toyota had planned to unveil the bZ3, which uses BYD&#39;s less bulky Blade batteries, at the Beijing auto show in April, but the event was cancelled because of the COVID-19 pandemic, people familiar with the matter have told Reuters.</p><p>The bZ3 was developed jointly by Toyota and BYD, Toyota said on Monday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"002594":"比亚迪","BYDDY":"比亚迪ADR","TM":"丰田汽车","01211":"比亚迪股份"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277774592","content_text":"BEIJING, Oct 24 (Reuters) - Toyota Motor Corp announced on Monday the launch of a small electric sedan, which will be powered by BYD Co batteries and will be produced and sold in China.The Japanese automaker said the car would be called the Toyota bZ3. It did not say when the vehicle will be available in showrooms.It is the second model in the new Beyond Zero (bZ) series of battery electric vehicles (BEVs) from Toyota, which has been criticised by activists and green investors for not embracing BEVs quickly enough.Toyota had planned to unveil the bZ3, which uses BYD's less bulky Blade batteries, at the Beijing auto show in April, but the event was cancelled because of the COVID-19 pandemic, people familiar with the matter have told Reuters.The bZ3 was developed jointly by Toyota and BYD, Toyota said on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988097967,"gmtCreate":1666618087460,"gmtModify":1676537778438,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988097967","repostId":"2277347286","repostType":4,"repost":{"id":"2277347286","pubTimestamp":1666617758,"share":"https://www.laohu8.com/m/news/2277347286?lang=&edition=full","pubTime":"2022-10-24 21:22","market":"us","language":"en","title":"Ford Already \"Bit the Proverbial Bullet\" Ahead of Earnings, but GM Results Could Go Either Way","url":"https://stock-news.laohu8.com/highlight/detail?id=2277347286","media":"MarketWatch","summary":"Ford's earnings consensus has more than halved since the start of third quarter, while GM's has incr","content":"<html><head></head><body><p>Ford&#39;s earnings consensus has more than halved since the start of third quarter, while GM&#39;s has increased</p><p>Ford Motor Co.’s third-quarter earnings report shouldn’t be too dramatic since the company already warned about rising costs and inventory problems, but General Motors Co.’s report could be a different story as Wall Street analysts have boosted their estimates at a time of growing worries of weakening demand.</p><p>GM is slated to report third-quarter results on Oct. 25, before the opening bell, while Ford is scheduled to report the next day, after the closing bell.</p><p>JPMorgan analyst Ryan Brinkman said in a note to clients Friday that there is “unlikely to be a great deal of mystery” to Ford’s numbers, given the auto maker’s pre-announcement last month, when it said supplies costs will be $1 billion more than expected due to inflation, and that up to about 45,000 vehicles will be parked due as parts were in short supply.</p><p>“We suspect that Ford may have bit the proverbial bullet in 3Q, perhaps thinking it could prove more advantageous to settle with suppliers now, including as supplier managements may have been keen to ink deals with their own quarterly reporting schedule in mind,” Brinkman wrote in a note to clients.</p><p>But for GM, Brinkman said “the degree to which GM beats or misses in 3Q may come down also to the timing of supplier agreements,” which he said is difficult to ascertain from the outside. He said, however, that he believes the fact that GM hasn’t also pre-announced could mean that it intends to spread supplier payments out over a longer period than Ford.</p><p>Meanwhile, Brinkman reiterated his overweight ratings on the stocks of both auto makers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/549d8458fc9ab85ad671ea49a8c7baf7\" tg-width=\"700\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/><span>FACTSET, MARKETWATCH</span></p><p>Ford’s stock has tumbled 41.3% year to date through Friday, while GM shares have sunk 40.3%. The Dow Jones Industrial Average has slumped 14.5% this year and the S&amp;P 500 index has dropped 21.3%.</p><p>Ford is expected to report earnings per share of 27 cents a share, according to a FactSet survey of analysts, which is down from 51 cents a share in the same period a year ago. That’s also down from 39 cents a share at the end of September, and less than half of the 57 cents expected at the end of the second quarter.</p><p>Meanwhile, the FactSet EPS consensus for GM has slipped to $1.88 from $1.94 at the end of the third quarter, but has increased from $1.71 at the start of the quarter. A year ago, GM reported EPS of $1.52.</p><p>For revenue, the FactSet consensus for Ford is for $37.46 billion, up 5.0% from a year ago, and for GM is $42.09 billion, up 57.2%.</p><p>J.P. Morgan’s Brinkman believes that while Ford’s reported numbers will likely be in line with consensus, how the stock reacts to results will probably hinge on management discussion about the relative sustainability into 2023 of the headwinds and tailwinds that caused the company to pre-announce.</p><p>For GM, Brinkman believes production tracked stronger than expected, which could boost results above the Wall Street consensus. He expects third-quarter EPS of $1.91.</p><p>But rather than how the companies performed in the third quarter, the real question for investors is what the companies will say about the outlook for the rest of this year and into next year as recession expectations increase.</p><p>While Brinkman said investor reactions over what Ford’s pre-announcement means for 2023 is probably overdone, UBS’s Patrick Hummel said recently that Ford’s warning was the “lightning” that precedes the “thunder.”</p><p>Hummel said that Ford’s execution in electric vehicles has been “solid,” and he likes that GM’s EV momentum, given a strong launch pipeline. But EVs aren’t the problem.</p><p>Hummel said he believes the outlook for the auto sector is “deteriorating fast” as a recession is now likely. Basically, “demand destruction seems inevitable at a time when supply is improving,” which doesn’t bode well for profits and inventory costs going forward.</p><p>“We believe this will likely lead to a paradigm shift from under- to oversupply, and consequently, a price-and-mix led drop in margins,” Hummel wrote.</p><p>So investors should pay close attention to what Ford and GM say about 2022, and or if they provide a peak into 2023.</p><p>GM said in July, in its second-quarter report that it expects adjusted 2022 EPS of between $6.50 to $7.50. The FactSet consensus is in the lower half of that range, at $6.75.</p><p>Meanwhile, the 2022 FactSet EPS consensus for Ford was last $1.98, which is down from $2.03 at the end of September, but up from $1.93 at the end of the second quarter.</p><p><b>Other numbers to watch</b></p><p>For Ford, here are some other numbers to watch for:</p><ul><li>Inventories. Ford reported inventories of $13.98 billion at the end of the second quarter, which was down slightly from $14.65 billion as of March 31, but that was up sharply from $12.07 as of Dec. 31. Ford also said in September that it expected to have about 40,000 to 45,000 vehicles in inventory at the end of the third quarter lacking certain parts.</li><li>The FactSet consensus for cash flow from operations is $1.52 billion, which is down from $2.9 billion reported in the second quarter.</li><li>Market share. In the second quarter, global market share was 5.3%, up 0.3 percentage points from a year ago, with North America market share up 2.5 percentage points to was 12.9%.</li><li>Ford said in September it expected third-quarter adjusted earnings before interest and taxes (EBIT) in the range of $1.4 billion and $1.7 billion.</li></ul><p>For GM:</p><ul><li>Inventories. GM reported automotive inventories of $16.86 billion at the end of the second quarter, which was well above inventories of $14.84 billion as of March 31, which in turn was up sharply from $12.99 billion as of Dec. 31.</li><li>GM said in July it expected 2022 adjusted EBIT of between $13.0 billion and $15.0 billion.</li><li>GM provided 2022 guidance for adjusted automotive free cash flow in July of between $7.0 billion and $9.0 billion.</li><li>GM said in July that it expects 2022 net income of between $9.6 billion and $11.2 billion.</li></ul></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>Ford Already \"Bit the Proverbial Bullet\" Ahead of Earnings, but GM Results Could Go Either Way</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFord Already \"Bit the Proverbial Bullet\" Ahead of Earnings, but GM Results Could Go Either Way\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ford-already-bit-the-proverbial-bullet-ahead-of-earnings-but-gm-results-could-go-either-way-11666388529?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford's earnings consensus has more than halved since the start of third quarter, while GM's has increasedFord Motor Co.’s third-quarter earnings report shouldn’t be too dramatic since the company ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ford-already-bit-the-proverbial-bullet-ahead-of-earnings-but-gm-results-could-go-either-way-11666388529?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":{"GM":"通用汽车","F":"福特汽车"},"source_url":"https://www.marketwatch.com/story/ford-already-bit-the-proverbial-bullet-ahead-of-earnings-but-gm-results-could-go-either-way-11666388529?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277347286","content_text":"Ford's earnings consensus has more than halved since the start of third quarter, while GM's has increasedFord Motor Co.’s third-quarter earnings report shouldn’t be too dramatic since the company already warned about rising costs and inventory problems, but General Motors Co.’s report could be a different story as Wall Street analysts have boosted their estimates at a time of growing worries of weakening demand.GM is slated to report third-quarter results on Oct. 25, before the opening bell, while Ford is scheduled to report the next day, after the closing bell.JPMorgan analyst Ryan Brinkman said in a note to clients Friday that there is “unlikely to be a great deal of mystery” to Ford’s numbers, given the auto maker’s pre-announcement last month, when it said supplies costs will be $1 billion more than expected due to inflation, and that up to about 45,000 vehicles will be parked due as parts were in short supply.“We suspect that Ford may have bit the proverbial bullet in 3Q, perhaps thinking it could prove more advantageous to settle with suppliers now, including as supplier managements may have been keen to ink deals with their own quarterly reporting schedule in mind,” Brinkman wrote in a note to clients.But for GM, Brinkman said “the degree to which GM beats or misses in 3Q may come down also to the timing of supplier agreements,” which he said is difficult to ascertain from the outside. He said, however, that he believes the fact that GM hasn’t also pre-announced could mean that it intends to spread supplier payments out over a longer period than Ford.Meanwhile, Brinkman reiterated his overweight ratings on the stocks of both auto makers.FACTSET, MARKETWATCHFord’s stock has tumbled 41.3% year to date through Friday, while GM shares have sunk 40.3%. The Dow Jones Industrial Average has slumped 14.5% this year and the S&P 500 index has dropped 21.3%.Ford is expected to report earnings per share of 27 cents a share, according to a FactSet survey of analysts, which is down from 51 cents a share in the same period a year ago. That’s also down from 39 cents a share at the end of September, and less than half of the 57 cents expected at the end of the second quarter.Meanwhile, the FactSet EPS consensus for GM has slipped to $1.88 from $1.94 at the end of the third quarter, but has increased from $1.71 at the start of the quarter. A year ago, GM reported EPS of $1.52.For revenue, the FactSet consensus for Ford is for $37.46 billion, up 5.0% from a year ago, and for GM is $42.09 billion, up 57.2%.J.P. Morgan’s Brinkman believes that while Ford’s reported numbers will likely be in line with consensus, how the stock reacts to results will probably hinge on management discussion about the relative sustainability into 2023 of the headwinds and tailwinds that caused the company to pre-announce.For GM, Brinkman believes production tracked stronger than expected, which could boost results above the Wall Street consensus. He expects third-quarter EPS of $1.91.But rather than how the companies performed in the third quarter, the real question for investors is what the companies will say about the outlook for the rest of this year and into next year as recession expectations increase.While Brinkman said investor reactions over what Ford’s pre-announcement means for 2023 is probably overdone, UBS’s Patrick Hummel said recently that Ford’s warning was the “lightning” that precedes the “thunder.”Hummel said that Ford’s execution in electric vehicles has been “solid,” and he likes that GM’s EV momentum, given a strong launch pipeline. But EVs aren’t the problem.Hummel said he believes the outlook for the auto sector is “deteriorating fast” as a recession is now likely. Basically, “demand destruction seems inevitable at a time when supply is improving,” which doesn’t bode well for profits and inventory costs going forward.“We believe this will likely lead to a paradigm shift from under- to oversupply, and consequently, a price-and-mix led drop in margins,” Hummel wrote.So investors should pay close attention to what Ford and GM say about 2022, and or if they provide a peak into 2023.GM said in July, in its second-quarter report that it expects adjusted 2022 EPS of between $6.50 to $7.50. The FactSet consensus is in the lower half of that range, at $6.75.Meanwhile, the 2022 FactSet EPS consensus for Ford was last $1.98, which is down from $2.03 at the end of September, but up from $1.93 at the end of the second quarter.Other numbers to watchFor Ford, here are some other numbers to watch for:Inventories. Ford reported inventories of $13.98 billion at the end of the second quarter, which was down slightly from $14.65 billion as of March 31, but that was up sharply from $12.07 as of Dec. 31. Ford also said in September that it expected to have about 40,000 to 45,000 vehicles in inventory at the end of the third quarter lacking certain parts.The FactSet consensus for cash flow from operations is $1.52 billion, which is down from $2.9 billion reported in the second quarter.Market share. In the second quarter, global market share was 5.3%, up 0.3 percentage points from a year ago, with North America market share up 2.5 percentage points to was 12.9%.Ford said in September it expected third-quarter adjusted earnings before interest and taxes (EBIT) in the range of $1.4 billion and $1.7 billion.For GM:Inventories. GM reported automotive inventories of $16.86 billion at the end of the second quarter, which was well above inventories of $14.84 billion as of March 31, which in turn was up sharply from $12.99 billion as of Dec. 31.GM said in July it expected 2022 adjusted EBIT of between $13.0 billion and $15.0 billion.GM provided 2022 guidance for adjusted automotive free cash flow in July of between $7.0 billion and $9.0 billion.GM said in July that it expects 2022 net income of between $9.6 billion and $11.2 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988094766,"gmtCreate":1666618064756,"gmtModify":1676537778438,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988094766","repostId":"2277265831","repostType":4,"repost":{"id":"2277265831","pubTimestamp":1666598752,"share":"https://www.laohu8.com/m/news/2277265831?lang=&edition=full","pubTime":"2022-10-24 16:05","market":"us","language":"en","title":"Tesla Stock Could Rebound in 3 Months. Here’s What it Would Take","url":"https://stock-news.laohu8.com/highlight/detail?id=2277265831","media":"Barron's","summary":"Elon Musk says that Tesla could someday be worth more than Apple and Saudi Aramco, combined. First, ","content":"<html><head></head><body><p>Elon Musk says that Tesla could someday be worth more than Apple and Saudi Aramco, combined. First, it needs to get through the next few months.</p><p>Before Tesla (ticker: TSLA) reported third-quarter earnings this past week, investors had been hoping they would allay concerns that had been growing since the company released second-quarter numbers three months earlier. They did no such thing. While earnings topped expectations, third-quarter deliveries, sales, and profit margins all fell short of Street projections. Tesla shares slumped 6.7% following the release, putting them down 22% since the end of September, their second-worst start to a quarter since the first few weeks of 2016.</p><p>But for all the bad news, Tesla sees massive growth in 2023, as new plants in Germany and Texas continue ramping up. Tesla’s long-term bets on batteries and new vehicles should also help it lower costs and boost sales, though it remains to be seen whether growth comes at the expense of profits.</p><p>What’s more, Tesla still plans to deliver at least 450,000 vehicles during the fourth quarter, a massive number that, if achieved, would likely make the concerns disappear. While giving up on Tesla, or at least its stock, might strike some investors as the path of least resistance, giving the shares another three months seems to be the smart thing to do.</p><p>The nervousness pervading Wall Street about Tesla is palpable. Since the electric-vehicle maker reported, the average analyst’s price target on its stock has slid more than 4%, to $287. Among the most pressing concerns: Gross automotive profits per car, excluding regulatory credits, have fallen from a record $15,700 in the first quarter to $14,700 in the second and $14,300 in the third from an average car price of $54,000.</p><p>Arresting that profit decline is important, but Tesla also wants to hit its goal of 50% average volume growth in 2024, and that likely means a new manufacturing plant and introducing a lower-priced model to expand its market and fend off growing EV competition. The worry is that Tesla might end up looking more like Toyota (TM), which earns about $4,400 selling cars that average about $30,000 each, than the highly profitable company it is now. “The margin compression story is a worry and feeds into the bear thesis on Tesla,” says Wedbush analyst Dan Ives, who has an Outperform rating on the stock.</p><p><img src=\"https://static.tigerbbs.com/7a934f344b6806a2e133fa93043ae69d\" tg-width=\"944\" tg-height=\"642\" referrerpolicy=\"no-referrer\"/></p><p>New vehicles, however, are the future of Tesla. On the company’s conference call, CEO Elon Musk said that a vehicle platform supporting a $30,000 compact EV is now the primary focus of his development team. That’s for good reason—more than half of the cars sold in the U.S., excluding trucks, sell for under $36,000. “The new Tesla $30,000 compact is a big deal that investors may be missing,” says Future Fund Active ETF co-founder Gary Black. “It dramatically expands Tesla’s addressable market.”</p><p>Also broadening that market, to a much lesser extent, is the much-delayed Cybertruck, set to hit roads in 2023—some 3.5 years after it was launched. It will have an estimated base price of $40,000 to $70,000, depending on configuration.</p><p>Other Tesla businesses are expanding, as well. Tesla’s energy-storage deployments hit 2,100 megawatt hours in the third quarter, up from 1,295 in the third quarter of 2021. And Tesla said it has tripled production of its larger-size battery cells, dubbed 4680s, though the introduction of those is still behind schedule. Significant 4680 output “was not as far off as I feared,” says Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, who notes that these batteries will help drive down product costs and improve vehicle performance.</p><p>Most important, while Tesla acknowledged that it won’t be able to deliver the 500,000 vehicles during the fourth quarter needed to hit 50% growth in 2022, guidance from CFO Zachary Kirkhorn implies that its fourth-quarter deliveries should top at least 450,000. That exceeds Wall Street projections and would be a quarterly record by some 100,000 units.</p><p>A number in that range would make 50% volume growth in 2023 look feasible. It would also signal that margins are set to improve because efficiency and production speeds in Texas and Germany are rising, boosting the potential profit on each vehicle produced. “Short term, investors may focus on [margins] and demand being a little harder,” wrote RBC analyst Joseph Spak in a report following earnings. “However, midterm, we aren’t too worried about demand [and] see [a] path back to 30% [gross margin].”</p><p>But first, Tesla has to get through the next week. Musk is likely to complete his purchase of Twitter (TWTR) before Oct. 28—if the U.S. government doesn’t block the deal—for $54.20 a share, something that would necessitate his selling $5 billion to $10 billion in Tesla stock to help fund the purchase.</p><p>Investors don’t want to buy Tesla shares ahead of the large sale, which perhaps explains some of the stock’s recent weakness. With the deal set to close, Musk’s sales should be done soon. If the stock fails to hold around $200 through that sale, the downside risk is immense, says 22V managing director John Roque. “A break of $200 will suggest risk to $100,” he says.</p><p>In all, a lot will be clearer in three months. If Tesla pulls through, that could be a good time for investors to pounce.</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>Tesla Stock Could Rebound in 3 Months. Here’s What it Would Take</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Could Rebound in 3 Months. Here’s What it Would Take\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-elon-musk-twitter-51666389541?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk says that Tesla could someday be worth more than Apple and Saudi Aramco, combined. First, it needs to get through the next few months.Before Tesla (ticker: TSLA) reported third-quarter ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-elon-musk-twitter-51666389541?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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-elon-musk-twitter-51666389541?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277265831","content_text":"Elon Musk says that Tesla could someday be worth more than Apple and Saudi Aramco, combined. First, it needs to get through the next few months.Before Tesla (ticker: TSLA) reported third-quarter earnings this past week, investors had been hoping they would allay concerns that had been growing since the company released second-quarter numbers three months earlier. They did no such thing. While earnings topped expectations, third-quarter deliveries, sales, and profit margins all fell short of Street projections. Tesla shares slumped 6.7% following the release, putting them down 22% since the end of September, their second-worst start to a quarter since the first few weeks of 2016.But for all the bad news, Tesla sees massive growth in 2023, as new plants in Germany and Texas continue ramping up. Tesla’s long-term bets on batteries and new vehicles should also help it lower costs and boost sales, though it remains to be seen whether growth comes at the expense of profits.What’s more, Tesla still plans to deliver at least 450,000 vehicles during the fourth quarter, a massive number that, if achieved, would likely make the concerns disappear. While giving up on Tesla, or at least its stock, might strike some investors as the path of least resistance, giving the shares another three months seems to be the smart thing to do.The nervousness pervading Wall Street about Tesla is palpable. Since the electric-vehicle maker reported, the average analyst’s price target on its stock has slid more than 4%, to $287. Among the most pressing concerns: Gross automotive profits per car, excluding regulatory credits, have fallen from a record $15,700 in the first quarter to $14,700 in the second and $14,300 in the third from an average car price of $54,000.Arresting that profit decline is important, but Tesla also wants to hit its goal of 50% average volume growth in 2024, and that likely means a new manufacturing plant and introducing a lower-priced model to expand its market and fend off growing EV competition. The worry is that Tesla might end up looking more like Toyota (TM), which earns about $4,400 selling cars that average about $30,000 each, than the highly profitable company it is now. “The margin compression story is a worry and feeds into the bear thesis on Tesla,” says Wedbush analyst Dan Ives, who has an Outperform rating on the stock.New vehicles, however, are the future of Tesla. On the company’s conference call, CEO Elon Musk said that a vehicle platform supporting a $30,000 compact EV is now the primary focus of his development team. That’s for good reason—more than half of the cars sold in the U.S., excluding trucks, sell for under $36,000. “The new Tesla $30,000 compact is a big deal that investors may be missing,” says Future Fund Active ETF co-founder Gary Black. “It dramatically expands Tesla’s addressable market.”Also broadening that market, to a much lesser extent, is the much-delayed Cybertruck, set to hit roads in 2023—some 3.5 years after it was launched. It will have an estimated base price of $40,000 to $70,000, depending on configuration.Other Tesla businesses are expanding, as well. Tesla’s energy-storage deployments hit 2,100 megawatt hours in the third quarter, up from 1,295 in the third quarter of 2021. And Tesla said it has tripled production of its larger-size battery cells, dubbed 4680s, though the introduction of those is still behind schedule. Significant 4680 output “was not as far off as I feared,” says Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, who notes that these batteries will help drive down product costs and improve vehicle performance.Most important, while Tesla acknowledged that it won’t be able to deliver the 500,000 vehicles during the fourth quarter needed to hit 50% growth in 2022, guidance from CFO Zachary Kirkhorn implies that its fourth-quarter deliveries should top at least 450,000. That exceeds Wall Street projections and would be a quarterly record by some 100,000 units.A number in that range would make 50% volume growth in 2023 look feasible. It would also signal that margins are set to improve because efficiency and production speeds in Texas and Germany are rising, boosting the potential profit on each vehicle produced. “Short term, investors may focus on [margins] and demand being a little harder,” wrote RBC analyst Joseph Spak in a report following earnings. “However, midterm, we aren’t too worried about demand [and] see [a] path back to 30% [gross margin].”But first, Tesla has to get through the next week. Musk is likely to complete his purchase of Twitter (TWTR) before Oct. 28—if the U.S. government doesn’t block the deal—for $54.20 a share, something that would necessitate his selling $5 billion to $10 billion in Tesla stock to help fund the purchase.Investors don’t want to buy Tesla shares ahead of the large sale, which perhaps explains some of the stock’s recent weakness. With the deal set to close, Musk’s sales should be done soon. If the stock fails to hold around $200 through that sale, the downside risk is immense, says 22V managing director John Roque. “A break of $200 will suggest risk to $100,” he says.In all, a lot will be clearer in three months. If Tesla pulls through, that could be a good time for investors to pounce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989731249,"gmtCreate":1666079645481,"gmtModify":1676537702658,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989731249","repostId":"1113531598","repostType":4,"repost":{"id":"1113531598","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":1666072559,"share":"https://www.laohu8.com/m/news/1113531598?lang=&edition=full","pubTime":"2022-10-18 13:55","market":"us","language":"en","title":"Tiger Chart｜Tech Giants' Q3 Earnings Preview: Who Is the Winner?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113531598","media":"Tiger Newspress","summary":"With the next big round of tech earnings on the horizon, Wall Street is already preparing itself for","content":"<html><head></head><body><p>With the next big round of tech earnings on the horizon, Wall Street is already preparing itself for a raft of quarterly reports that reflect a sense of negativity unlike any seen in the sector in more than adecade.</p><p>A combination of the Federal Reserve&#39;s mixed efforts to tamp down inflation, ongoing evidence that a recession could be on the way and spending reductions by both consumers and enterprises has resulted in months of weakness across the tech sector.</p><p>Wedbush analysts Dan Ives and John Katsingris recently said in a research report that the earnings reports that are set to roll in &#34;will either expose the negative underlying fundamentals across the tech space and cause massive earnings cut into 2023&#34; or prove that the recent negativity about &#34;the demise of growth tech was premature and many pockets of tech are holding up well.&#34;</p><p>Banks including JPMorgan has reported last week, but investors all focus on the Apple as bellwether of global conditions.</p><p>According to Bloomberg’s forecast, Tesla and Amazon are expected to have a larger increase on revenue, while Nvidia and Meta Platforms will experience a larger decline in net profit.</p><p><img src=\"https://static.tigerbbs.com/0471a039e2a8b1b92c2c45fa3e04a9fe\" tg-width=\"1500\" tg-height=\"1700\" 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>Tiger Chart｜Tech Giants' Q3 Earnings Preview: Who Is the Winner?</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\">\nTiger Chart｜Tech Giants' Q3 Earnings Preview: Who Is the Winner?\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\">2022-10-18 13:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With the next big round of tech earnings on the horizon, Wall Street is already preparing itself for a raft of quarterly reports that reflect a sense of negativity unlike any seen in the sector in more than adecade.</p><p>A combination of the Federal Reserve&#39;s mixed efforts to tamp down inflation, ongoing evidence that a recession could be on the way and spending reductions by both consumers and enterprises has resulted in months of weakness across the tech sector.</p><p>Wedbush analysts Dan Ives and John Katsingris recently said in a research report that the earnings reports that are set to roll in &#34;will either expose the negative underlying fundamentals across the tech space and cause massive earnings cut into 2023&#34; or prove that the recent negativity about &#34;the demise of growth tech was premature and many pockets of tech are holding up well.&#34;</p><p>Banks including JPMorgan has reported last week, but investors all focus on the Apple as bellwether of global conditions.</p><p>According to Bloomberg’s forecast, Tesla and Amazon are expected to have a larger increase on revenue, while Nvidia and Meta Platforms will experience a larger decline in net profit.</p><p><img src=\"https://static.tigerbbs.com/0471a039e2a8b1b92c2c45fa3e04a9fe\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","META":"Meta Platforms","AMZN":"亚马逊","TSLA":"特斯拉","GOOGL":"谷歌A","AAPL":"苹果","NFLX":"奈飞","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113531598","content_text":"With the next big round of tech earnings on the horizon, Wall Street is already preparing itself for a raft of quarterly reports that reflect a sense of negativity unlike any seen in the sector in more than adecade.A combination of the Federal Reserve's mixed efforts to tamp down inflation, ongoing evidence that a recession could be on the way and spending reductions by both consumers and enterprises has resulted in months of weakness across the tech sector.Wedbush analysts Dan Ives and John Katsingris recently said in a research report that the earnings reports that are set to roll in \"will either expose the negative underlying fundamentals across the tech space and cause massive earnings cut into 2023\" or prove that the recent negativity about \"the demise of growth tech was premature and many pockets of tech are holding up well.\"Banks including JPMorgan has reported last week, but investors all focus on the Apple as bellwether of global conditions.According to Bloomberg’s forecast, Tesla and Amazon are expected to have a larger increase on revenue, while Nvidia and Meta Platforms will experience a larger decline in net profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":265402488918272,"gmtCreate":1705819572514,"gmtModify":1705907751067,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$ </a>&nbsp;","text":"$Boeing(BA)$","images":[{"img":"https://community-static.tradeup.com/news/335a959be899f2119e55698f1ddef70a","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/265402488918272","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000140","authorId":"9000000000000140","name":"BrianWashington","avatar":"https://static.tigerbbs.com/28b54c3ff00aca78d815cf3ac82272b2","crmLevel":1,"crmLevelSwitch":0},"content":"Boeing (BA) has so much potential, can't wait to see it soar!","text":"Boeing (BA) has so much potential, can't wait to see it soar!","html":"Boeing (BA) has so much potential, can't wait to see it soar!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986202482,"gmtCreate":1666955844846,"gmtModify":1676537839026,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986202482","repostId":"1138375665","repostType":4,"repost":{"id":"1138375665","pubTimestamp":1666950370,"share":"https://www.laohu8.com/m/news/1138375665?lang=&edition=full","pubTime":"2022-10-28 17:46","market":"us","language":"en","title":"Meta Platforms: Perhaps The Dip Opportunity Of A Lifetime?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138375665","media":"Seeking Alpha","summary":"SummaryMeta Platforms reported a disappointing September quarter - and the markets punished the stoc","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta Platforms reported a disappointing September quarter - and the markets punished the stock with a 20% sell-off in after-hours trading.</li><li>To be fair, Meta&#39;s sell-off should be placed in context of a very fragile environment, after Google dropped almost 10% on Q3 results.</li><li>Meta&#39;s social media empire continues to claim strong user growth and engagement.</li><li>The Metaverse investments are increasing. But I have previously cheered for &#39;doubling down on the reality Labs strategy&#39;. So, this is in fact a positive for me.</li><li>In my opinion, Meta stock continues to be a &#39;Strong Buy&#39; and I like to consider the sharp sell-off as a generation buying opportunity. I lower TP to $257.93.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6a2fe42144f85b0301b8772df31e887\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Chip Somodevilla</span></p><blockquote>Our community continues to grow and I&#39;m pleased with the strong engagement we&#39;re seeing driven by progress on our discovery engine and products like Reels. While we face near-term challenges on revenue, the fundamentals are there for a return tostronger revenue growth. We&#39;re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.</blockquote><p>With these words Mark Zuckerberg opened Meta&#39;s Q3 2022, but the market probably did not even read his commentary. Shortly after the report was published the stock immediately lost 13%, and the causes once again were reduced margins and excessive CapEx due to investments in the reality labs segment. By the time this article is published I would not be surprised to see an even more pronounced collapse, but in any case my view on Meta remains bullish. I did not invest in Meta (NASDAQ:META) with the expectation that the reality labs segment would become profitable in a few months, I knew from the beginning that these investments would take years to recover; therefore, I see this short-term volatility as an opportunity to increase my position. Certainly I am aware that Meta is a very risky investment and I could be wrong, but at the same time I know that Mr. Market often has a short memory and may have forgotten that this company in FY2021 recorded a free cash flow of $39.11 billion.</p><h2>Highlights Q3 2022</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da602e03bbe31db31334d42432d74788\" tg-width=\"640\" tg-height=\"260\" width=\"100%\" height=\"auto\"/><span>Meta Q3 2022</span></p><p>From an income perspective, Q3 2022 was rather subdued compared to Q3 2021, as there was not only a deterioration in margins but also in revenues. The advertising segment is struggling to even have positive revenue growth because of the current economic slowdown that is pushing companies to spend less on advertising. This problem is affecting virtually all companies whose business model is based on advertising and is likely to continue in the coming quarters as the macroeconomic environment seems to be getting worse every day. The reality labs segment generated the largest operating loss since its existence, $3.67 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/726209cb983af797fad76b27c3e19ec2\" tg-width=\"640\" tg-height=\"251\" width=\"100%\" height=\"auto\"/><span>Meta Q3 2022</span></p><p>As for DAPs, surprisingly Meta&#39;s growth continues, and about 1 in 2.7 people worldwide log on to one of the Meta Apps every day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/044920e16e76f85dd0780a88fea8ee06\" tg-width=\"640\" tg-height=\"290\" width=\"100%\" height=\"auto\"/><span>Meta Q3 2022</span></p><p>On a monthly basis, there has also been an increase here. About 1 in 2.1 people in the world connect to one of the Meta apps per month. Counting only people who have the possibility of connecting to the Internet, we are talking about 1 in 1.34 people. Not bad for a company that is apparently failing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94f75e63b10097cca81dcdb808d38c90\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"/><span>Meta Q3 2022</span></p><p>In this other image we can see the growth of Facebook&#39;s DAUs. I have often heard that this social is dying, but the data say otherwise. It is true that user growth in Europe and North America has stalled for years now, but the same cannot be said for users belonging to the Asia-Pacific and Rest of the World, which by the way have a far greater weight in total users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bce0d97263cfeab38fdf7ff6144f67e9\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"/><span>Meta Q3 2022</span></p><p>In terms of revenues, however, Europe and North America are by far the most profitable but are going through a downward phase. Asia Pacific and Rest of the World presented increasing ARPU compared to Q3 2021, but they fail to cover the total losses. Therefore, ARPU worldwide presented a decrease of $0.59.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5c0601755ebaa74b1f3729723c49bcd\" tg-width=\"640\" tg-height=\"304\" width=\"100%\" height=\"auto\"/><span>Meta Q3 2022</span></p><p>Overall, considering advertising revenues from all apps and not just Facebook, the result is similar. Growth in Asia-Pacific and Rest of the World and decrease in Europe and North America.</p><p>On the other hand, as far as the reality labs segment is concerned, doubts are growing. Revenues were only $285 million, the worst quarterly result ever, and estimates of how much Meta intends to invest in it in the short to medium term have been updated.</p><ul><li>CapEx between $32-33 billion is expected for FY2022.</li><li>For FY2023 a CapEx between $34-39 billion is expected.</li><li>Beyond 2023, Meta expects to pace Reality Labs investments so as to increase operating income over the long term.</li></ul><p>According to these estimates, practically Meta will have no free cash flow until at least 2024. To conclude, the company has prepared $17.78 billion to continue its buyback plan.</p><h2>How much is Meta worth after Q3?</h2><p>As with any company, Meta&#39;s fair value is given by discounting future cash flows. I will use a discounted cash flow to understand whether or not it is worth investing in it, trying to be as conservative as possible. The model will be constructed as follows:</p><ul><li>The RRR will be 12%. Since Meta is a risky investment I will require an annual return above the S&amp;P500 average.</li><li>The free cash flow in 2022 and 2023 will be $0, thus reflecting the company&#39;s choices to increase CapEx considerably. In 2024 I have considered a free cash flow of $15 billion since the company has stated that it wants to improve its operating income by reducing the amounts invested. In 2025 the free cash flow will be $35 billion and in 2026 $39 billion, the same figure as in 2021 practically.</li><li>The growth rate entered from 2026 onward will be only 5%. In this way I am assuming that the hundreds of billions invested in the reality labs segment will lead to paltry growth. In addition, there will also be low revenue growth in the family of apps segment. More conservative than that I cannot be.</li><li>Net debt and shares outstanding were personally calculated based on Q3 2022.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf6526ca688e4dfd8cc055c0c3a34fdb\" tg-width=\"640\" tg-height=\"240\" width=\"100%\" height=\"auto\"/><span>Discounted cash flow</span></p><p>According to my assumptions, buying Meta at $130 per share can give an annual return of 12%. Buying it around $100 per share also gives a 20% margin of safety. Personally, I think Meta&#39;s fair value is higher, but I purposely wanted to create a super conservative model to highlight how this company is undervalued even by including unfavorable assumptions.</p><p>For those who believe in the long-term plans of this company, being able to buy it at the current price is definitely an opportunity, so they should not get caught up in the negative sentiment of most people. The best opportunities arise when everyone is afraid, not the other way around. At the same time, however, one must recognize the riskiness of this investment and avoid overexposure.</p><p><i>This article is written by </i><i>Eugenio Catone</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>Meta Platforms: Perhaps The Dip Opportunity Of A Lifetime?</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\">\nMeta Platforms: Perhaps The Dip Opportunity Of A Lifetime?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 17:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4549776-meta-platforms-perhaps-dip-opportunity-lifetime><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms reported a disappointing September quarter - and the markets punished the stock with a 20% sell-off in after-hours trading.To be fair, Meta's sell-off should be placed in context...</p>\n\n<a href=\"https://seekingalpha.com/article/4549776-meta-platforms-perhaps-dip-opportunity-lifetime\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://seekingalpha.com/article/4549776-meta-platforms-perhaps-dip-opportunity-lifetime","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138375665","content_text":"SummaryMeta Platforms reported a disappointing September quarter - and the markets punished the stock with a 20% sell-off in after-hours trading.To be fair, Meta's sell-off should be placed in context of a very fragile environment, after Google dropped almost 10% on Q3 results.Meta's social media empire continues to claim strong user growth and engagement.The Metaverse investments are increasing. But I have previously cheered for 'doubling down on the reality Labs strategy'. So, this is in fact a positive for me.In my opinion, Meta stock continues to be a 'Strong Buy' and I like to consider the sharp sell-off as a generation buying opportunity. I lower TP to $257.93.Chip SomodevillaOur community continues to grow and I'm pleased with the strong engagement we're seeing driven by progress on our discovery engine and products like Reels. While we face near-term challenges on revenue, the fundamentals are there for a return tostronger revenue growth. We're approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.With these words Mark Zuckerberg opened Meta's Q3 2022, but the market probably did not even read his commentary. Shortly after the report was published the stock immediately lost 13%, and the causes once again were reduced margins and excessive CapEx due to investments in the reality labs segment. By the time this article is published I would not be surprised to see an even more pronounced collapse, but in any case my view on Meta remains bullish. I did not invest in Meta (NASDAQ:META) with the expectation that the reality labs segment would become profitable in a few months, I knew from the beginning that these investments would take years to recover; therefore, I see this short-term volatility as an opportunity to increase my position. Certainly I am aware that Meta is a very risky investment and I could be wrong, but at the same time I know that Mr. Market often has a short memory and may have forgotten that this company in FY2021 recorded a free cash flow of $39.11 billion.Highlights Q3 2022Meta Q3 2022From an income perspective, Q3 2022 was rather subdued compared to Q3 2021, as there was not only a deterioration in margins but also in revenues. The advertising segment is struggling to even have positive revenue growth because of the current economic slowdown that is pushing companies to spend less on advertising. This problem is affecting virtually all companies whose business model is based on advertising and is likely to continue in the coming quarters as the macroeconomic environment seems to be getting worse every day. The reality labs segment generated the largest operating loss since its existence, $3.67 billion.Meta Q3 2022As for DAPs, surprisingly Meta's growth continues, and about 1 in 2.7 people worldwide log on to one of the Meta Apps every day.Meta Q3 2022On a monthly basis, there has also been an increase here. About 1 in 2.1 people in the world connect to one of the Meta apps per month. Counting only people who have the possibility of connecting to the Internet, we are talking about 1 in 1.34 people. Not bad for a company that is apparently failing.Meta Q3 2022In this other image we can see the growth of Facebook's DAUs. I have often heard that this social is dying, but the data say otherwise. It is true that user growth in Europe and North America has stalled for years now, but the same cannot be said for users belonging to the Asia-Pacific and Rest of the World, which by the way have a far greater weight in total users.Meta Q3 2022In terms of revenues, however, Europe and North America are by far the most profitable but are going through a downward phase. Asia Pacific and Rest of the World presented increasing ARPU compared to Q3 2021, but they fail to cover the total losses. Therefore, ARPU worldwide presented a decrease of $0.59.Meta Q3 2022Overall, considering advertising revenues from all apps and not just Facebook, the result is similar. Growth in Asia-Pacific and Rest of the World and decrease in Europe and North America.On the other hand, as far as the reality labs segment is concerned, doubts are growing. Revenues were only $285 million, the worst quarterly result ever, and estimates of how much Meta intends to invest in it in the short to medium term have been updated.CapEx between $32-33 billion is expected for FY2022.For FY2023 a CapEx between $34-39 billion is expected.Beyond 2023, Meta expects to pace Reality Labs investments so as to increase operating income over the long term.According to these estimates, practically Meta will have no free cash flow until at least 2024. To conclude, the company has prepared $17.78 billion to continue its buyback plan.How much is Meta worth after Q3?As with any company, Meta's fair value is given by discounting future cash flows. I will use a discounted cash flow to understand whether or not it is worth investing in it, trying to be as conservative as possible. The model will be constructed as follows:The RRR will be 12%. Since Meta is a risky investment I will require an annual return above the S&P500 average.The free cash flow in 2022 and 2023 will be $0, thus reflecting the company's choices to increase CapEx considerably. In 2024 I have considered a free cash flow of $15 billion since the company has stated that it wants to improve its operating income by reducing the amounts invested. In 2025 the free cash flow will be $35 billion and in 2026 $39 billion, the same figure as in 2021 practically.The growth rate entered from 2026 onward will be only 5%. In this way I am assuming that the hundreds of billions invested in the reality labs segment will lead to paltry growth. In addition, there will also be low revenue growth in the family of apps segment. More conservative than that I cannot be.Net debt and shares outstanding were personally calculated based on Q3 2022.Discounted cash flowAccording to my assumptions, buying Meta at $130 per share can give an annual return of 12%. Buying it around $100 per share also gives a 20% margin of safety. Personally, I think Meta's fair value is higher, but I purposely wanted to create a super conservative model to highlight how this company is undervalued even by including unfavorable assumptions.For those who believe in the long-term plans of this company, being able to buy it at the current price is definitely an opportunity, so they should not get caught up in the negative sentiment of most people. The best opportunities arise when everyone is afraid, not the other way around. At the same time, however, one must recognize the riskiness of this investment and avoid overexposure.This article is written by Eugenio Catone 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":896240127,"gmtCreate":1628587705969,"gmtModify":1703508627402,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/896240127","repostId":"2158473825","repostType":4,"repost":{"id":"2158473825","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":1628587056,"share":"https://www.laohu8.com/m/news/2158473825?lang=&edition=full","pubTime":"2021-08-10 17:17","market":"us","language":"en","title":"Deliveroo hires Amazon exec Devesh Mishra as CTO","url":"https://stock-news.laohu8.com/highlight/detail?id=2158473825","media":"Reuters","summary":"LONDON, Aug 10 (Reuters) - British food delivery company Deliveroo said on Tuesday it had hired Amaz","content":"<p>LONDON, Aug 10 (Reuters) - British food delivery company Deliveroo&nbsp;said on Tuesday it had hired Amazon executive Devesh Mishra as its chief product and technology officer, responsible for its data science, design and product development functions.</p>\n<p>Mishra, who Deliveroo said would start in early September, has worked at Amazon for 16 years, most recently as vice president of global supply chain.</p>\n<p>Deliveroo reports its first-half results on Wednesday.</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>Deliveroo hires Amazon exec Devesh Mishra as CTO</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\">\nDeliveroo hires Amazon exec Devesh Mishra as CTO\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\">2021-08-10 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON, Aug 10 (Reuters) - British food delivery company Deliveroo&nbsp;said on Tuesday it had hired Amazon executive Devesh Mishra as its chief product and technology officer, responsible for its data science, design and product development functions.</p>\n<p>Mishra, who Deliveroo said would start in early September, has worked at Amazon for 16 years, most recently as vice president of global supply chain.</p>\n<p>Deliveroo reports its first-half results on Wednesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158473825","content_text":"LONDON, Aug 10 (Reuters) - British food delivery company Deliveroo said on Tuesday it had hired Amazon executive Devesh Mishra as its chief product and technology officer, responsible for its data science, design and product development functions.\nMishra, who Deliveroo said would start in early September, has worked at Amazon for 16 years, most recently as vice president of global supply chain.\nDeliveroo reports its first-half results on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989731249,"gmtCreate":1666079645481,"gmtModify":1676537702658,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989731249","repostId":"1113531598","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897069600,"gmtCreate":1628863388300,"gmtModify":1676529879139,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Mickley Mouse rocks!","listText":"Mickley Mouse rocks!","text":"Mickley Mouse rocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/897069600","repostId":"1180197043","repostType":4,"repost":{"id":"1180197043","pubTimestamp":1628862584,"share":"https://www.laohu8.com/m/news/1180197043?lang=&edition=full","pubTime":"2021-08-13 21:49","market":"us","language":"en","title":"Disney's recovery ride hinges on Delta as theme parks swing to profit","url":"https://stock-news.laohu8.com/highlight/detail?id=1180197043","media":"Reuters","summary":"(Reuters) - Walt Disney Co's path to a sustained recovery in its theme parks business will rest on o","content":"<p>(Reuters) - Walt Disney Co's path to a sustained recovery in its theme parks business will rest on one question: Can the entertainment giant keep its parks open for the rest of the year?</p>\n<p>Disney's chief financial officer, Christine McCarthy, said on Thursday the company's theme parks were expected to be fully staffed by the end of this year to cater to the rising demand.</p>\n<p>Those plans could be upended by the spread of the more infectious Delta variant of the coronavirus, which has been ravaging Florida, home to Disney's biggest park, as well as other U.S. states with lower vaccination rates.</p>\n<p>\"Disney's ability to keep its parks and resorts open is clearly of the utmost importance to their bottom line,\" said Joe McCormack, analyst at Third Bridge.</p>\n<p>\"Whether (parks remain open) will largely be driven by Delta variant.\"</p>\n<p>While the success of the company's video-streaming operations cheered others on Wall Street, some analysts and investors worried about the prospects for the parks.</p>\n<p>\"It is clear that parks will not return to full capacity for some time,\" PP Foresight analyst Paolo Pescatore said.</p>\n<p>For now, Disney executives struck a confident tone and said demand for its parks has not wavered.</p>\n<p>\"The primary noise we're seeing right now are really around group or convention cancellations,\" Chief Executive Officer Bob Chapek said. \"But on the whole, we see really strong demand for our parks.\"</p>\n<p>Disney shares rose 4.7% to $187.69 in premarket trading on Friday, after upbeat third-quarter results prompted at least six brokerage groups to raise their price targets on the stock.</p>\n<p>The virus has also had varying impact on the domestic and international businesses of theme park operators.</p>\n<p>One big factor weighing against a full recovery is the deterioration of international air travel, experts said.</p>\n<p>\"That could hold back attendance at parks – particularly international parks like Paris and Hong Kong that rely on cross-border travel,\" said Nicholas Hyett, analyst at Hargreaves Lansdown.</p>\n<p>Disney, Comcast and Six Flags have been upbeat about their domestic businesses but offered a cautious view on their international operations, which depend heavily on tourist inflows.</p>\n<p>Airbnb Inc and Southwest Airlines both warned this week that the spreading of the delta variant could hit their operations.</p>","source":"lsy1612507957220","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>Disney's recovery ride hinges on Delta as theme parks swing to profit</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\">\nDisney's recovery ride hinges on Delta as theme parks swing to profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/disneys-recovery-ride-hinges-delta-134354429.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Walt Disney Co's path to a sustained recovery in its theme parks business will rest on one question: Can the entertainment giant keep its parks open for the rest of the year?\nDisney's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/disneys-recovery-ride-hinges-delta-134354429.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","ABNB":"爱彼迎"},"source_url":"https://finance.yahoo.com/news/disneys-recovery-ride-hinges-delta-134354429.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180197043","content_text":"(Reuters) - Walt Disney Co's path to a sustained recovery in its theme parks business will rest on one question: Can the entertainment giant keep its parks open for the rest of the year?\nDisney's chief financial officer, Christine McCarthy, said on Thursday the company's theme parks were expected to be fully staffed by the end of this year to cater to the rising demand.\nThose plans could be upended by the spread of the more infectious Delta variant of the coronavirus, which has been ravaging Florida, home to Disney's biggest park, as well as other U.S. states with lower vaccination rates.\n\"Disney's ability to keep its parks and resorts open is clearly of the utmost importance to their bottom line,\" said Joe McCormack, analyst at Third Bridge.\n\"Whether (parks remain open) will largely be driven by Delta variant.\"\nWhile the success of the company's video-streaming operations cheered others on Wall Street, some analysts and investors worried about the prospects for the parks.\n\"It is clear that parks will not return to full capacity for some time,\" PP Foresight analyst Paolo Pescatore said.\nFor now, Disney executives struck a confident tone and said demand for its parks has not wavered.\n\"The primary noise we're seeing right now are really around group or convention cancellations,\" Chief Executive Officer Bob Chapek said. \"But on the whole, we see really strong demand for our parks.\"\nDisney shares rose 4.7% to $187.69 in premarket trading on Friday, after upbeat third-quarter results prompted at least six brokerage groups to raise their price targets on the stock.\nThe virus has also had varying impact on the domestic and international businesses of theme park operators.\nOne big factor weighing against a full recovery is the deterioration of international air travel, experts said.\n\"That could hold back attendance at parks – particularly international parks like Paris and Hong Kong that rely on cross-border travel,\" said Nicholas Hyett, analyst at Hargreaves Lansdown.\nDisney, Comcast and Six Flags have been upbeat about their domestic businesses but offered a cautious view on their international operations, which depend heavily on tourist inflows.\nAirbnb Inc and Southwest Airlines both warned this week that the spreading of the delta variant could hit their operations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881486113,"gmtCreate":1631376290332,"gmtModify":1676530538411,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881486113","repostId":"1127699574","repostType":4,"repost":{"id":"1127699574","pubTimestamp":1631328152,"share":"https://www.laohu8.com/m/news/1127699574?lang=&edition=full","pubTime":"2021-09-11 10:42","market":"us","language":"en","title":"BlackBerry Has a Chance at Turning Into a Growth Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1127699574","media":"InvestorPlace","summary":"BB stock could be worth 30% more, assuming the company turns FCF positive next fiscal year","content":"<p><b>Blackberry</b>&nbsp;(NYSE:<b><u>BB</u></b>), the automotive embedded software company, produced positive free cash flow (FCF)&nbsp;of $74 million&nbsp;last fiscal year ending May 31. But its fiscal&nbsp;Q1 showed a loss of $35 million in FCF. This didn’t do anything to help BB stock. If fell from a near-term peak of $15.88 on June 3 (before the June 24 Q1 results) to $9.56 on Aug. 19. The stock could be near a trough now.</p>\n<p>I still believe that&nbsp;as I wrote on June 4, BB stock could be worth $20.91 per share, assuming its FCF turns positive this year. All eyes will therefore be on its upcoming Sept. 22 fiscal Q2 earnings release. Investors will want to see if revenue is growing and the company achieves positive FCF.</p>\n<p>For example, last quarter ending May 31 revenue fell by 15.5% year-over-year (YOY) from $206 million last year to $174 million this quarter. In fact, it was also down by 17.1% from the prior quarter as well.</p>\n<p>That is almost like a curse for a stock like Blackberry. Investors and analysts want to see positive growth on a steady YoY and quarter-over-quarter (QOQ) basis. This probably explains why the stock fell so much.</p>\n<p><b>Where This Leaves BlackBerry</b></p>\n<p>Last year BlackBerry produced $893 million in revenue, but for this fiscal year ending May 2022 analysts still see lower sales at $781.6 million. However, they also expect a recovery by May 2023 to $954.1 million. But is the market willing to wait until then? That is why the upcoming fiscal Q2 2022 earnings release will be so important. Investors want to see if the company is back on a growth track.</p>\n<p>If it is, then the likelihood that it can produce positive free cash flow for the year will increase, and this will help BB stock recover.</p>\n<p>For example, as I pointed out in my last article, BlackBerry reported FCF during Q4 of $49 million. This was a huge 23.33% of its $210 million in revenue during the quarter. Assuming it can pull off the same thing next year the company could make $222.3 million in FCF that year. That is based on 23.33% of sales of $954.1 million.</p>\n<p>However, to be more conservative let’s assume that it can only make half of that or an 11.5% FCF margin. That lowers its forecast FCF to $109.7 million. Moreover, its present value using a 10% discount rate and a year and a half in the future is 86.68% times this FCF number. That lowers it to $95.1 million.</p>\n<p><b>What BlackBerry Stock Could Be Worth</b></p>\n<p>If we use an FCF yield of between 1% we can calculate the company’s ongoing value. This is calculated by dividing the free cash flow estimates by its FCF yield ratio.</p>\n<p>For example, using $95.1 million in FCF forecast for Blackberry in 2023 brings its value to $9.51 billion. This is 55.7% over today’s market value for Blackberry of $6.109 billion.</p>\n<p>And if we use a 1.5% FCF yield, the target market value falls to $6.34 billion (i.e., $95.1/0.015=$6.34b). That is just 3.78% over today’s price.</p>\n<p>Therefore, BB stock has a target value between 3.78% and 55.7% over today’s price. The average is 29.74%, or basically 30% over today’s price of $10.73. That puts its value at $13.95 per share (estimate rounded to $14).</p>\n<p><b>What to do With BB Stock</b></p>\n<p>Analysts are not very positive about BB stock. For example, seven analysts surveyed by Refinitiv (reported by&nbsp;<i>Yahoo! Finance</i>) have an average target price of $8.36. That implies a potential drop of 22% from today’s price.</p>\n<p>Another survey by&nbsp;<i>TipRanks.com</i>&nbsp;says that four analysts have an&nbsp;average price of $9.50or 11.5% below today’s price. However, nine Wall Street analysts surveyed by&nbsp;<i>Seeking Alpha</i>&nbsp;have an&nbsp;average target of $8.19, or 23.7% below today.</p>\n<p>So the average of all three of these surveys is a price of $8.68, or 19% lower. I would not be too bothered by this though. Analysts have a tendency to raise their price targets after the stock has already risen.</p>\n<p>Enterprising investors who are willing to anticipate more positive results for the year ending May 2023 (and probably before that) could see the stock rise 30% to $13.95 per share.</p>","source":"lsy1606302653667","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>BlackBerry Has a Chance at Turning Into a Growth Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlackBerry Has a Chance at Turning Into a Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/bb-stock-could-turn-around-next-fiscal-year-if-revenue-rebounds-as-analysts-forecast/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Blackberry (NYSE:BB), the automotive embedded software company, produced positive free cash flow (FCF) of $74 million last fiscal year ending May 31. But its fiscal Q1 showed a loss of $35 million in ...</p>\n\n<a href=\"https://investorplace.com/2021/09/bb-stock-could-turn-around-next-fiscal-year-if-revenue-rebounds-as-analysts-forecast/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://investorplace.com/2021/09/bb-stock-could-turn-around-next-fiscal-year-if-revenue-rebounds-as-analysts-forecast/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127699574","content_text":"Blackberry (NYSE:BB), the automotive embedded software company, produced positive free cash flow (FCF) of $74 million last fiscal year ending May 31. But its fiscal Q1 showed a loss of $35 million in FCF. This didn’t do anything to help BB stock. If fell from a near-term peak of $15.88 on June 3 (before the June 24 Q1 results) to $9.56 on Aug. 19. The stock could be near a trough now.\nI still believe that as I wrote on June 4, BB stock could be worth $20.91 per share, assuming its FCF turns positive this year. All eyes will therefore be on its upcoming Sept. 22 fiscal Q2 earnings release. Investors will want to see if revenue is growing and the company achieves positive FCF.\nFor example, last quarter ending May 31 revenue fell by 15.5% year-over-year (YOY) from $206 million last year to $174 million this quarter. In fact, it was also down by 17.1% from the prior quarter as well.\nThat is almost like a curse for a stock like Blackberry. Investors and analysts want to see positive growth on a steady YoY and quarter-over-quarter (QOQ) basis. This probably explains why the stock fell so much.\nWhere This Leaves BlackBerry\nLast year BlackBerry produced $893 million in revenue, but for this fiscal year ending May 2022 analysts still see lower sales at $781.6 million. However, they also expect a recovery by May 2023 to $954.1 million. But is the market willing to wait until then? That is why the upcoming fiscal Q2 2022 earnings release will be so important. Investors want to see if the company is back on a growth track.\nIf it is, then the likelihood that it can produce positive free cash flow for the year will increase, and this will help BB stock recover.\nFor example, as I pointed out in my last article, BlackBerry reported FCF during Q4 of $49 million. This was a huge 23.33% of its $210 million in revenue during the quarter. Assuming it can pull off the same thing next year the company could make $222.3 million in FCF that year. That is based on 23.33% of sales of $954.1 million.\nHowever, to be more conservative let’s assume that it can only make half of that or an 11.5% FCF margin. That lowers its forecast FCF to $109.7 million. Moreover, its present value using a 10% discount rate and a year and a half in the future is 86.68% times this FCF number. That lowers it to $95.1 million.\nWhat BlackBerry Stock Could Be Worth\nIf we use an FCF yield of between 1% we can calculate the company’s ongoing value. This is calculated by dividing the free cash flow estimates by its FCF yield ratio.\nFor example, using $95.1 million in FCF forecast for Blackberry in 2023 brings its value to $9.51 billion. This is 55.7% over today’s market value for Blackberry of $6.109 billion.\nAnd if we use a 1.5% FCF yield, the target market value falls to $6.34 billion (i.e., $95.1/0.015=$6.34b). That is just 3.78% over today’s price.\nTherefore, BB stock has a target value between 3.78% and 55.7% over today’s price. The average is 29.74%, or basically 30% over today’s price of $10.73. That puts its value at $13.95 per share (estimate rounded to $14).\nWhat to do With BB Stock\nAnalysts are not very positive about BB stock. For example, seven analysts surveyed by Refinitiv (reported by Yahoo! Finance) have an average target price of $8.36. That implies a potential drop of 22% from today’s price.\nAnother survey by TipRanks.com says that four analysts have an average price of $9.50or 11.5% below today’s price. However, nine Wall Street analysts surveyed by Seeking Alpha have an average target of $8.19, or 23.7% below today.\nSo the average of all three of these surveys is a price of $8.68, or 19% lower. I would not be too bothered by this though. Analysts have a tendency to raise their price targets after the stock has already risen.\nEnterprising investors who are willing to anticipate more positive results for the year ending May 2023 (and probably before that) could see the stock rise 30% to $13.95 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832760759,"gmtCreate":1629678471171,"gmtModify":1676530092556,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/832760759","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171824819,"gmtCreate":1626738296731,"gmtModify":1703764087461,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Greetings to you","listText":"Greetings to you","text":"Greetings to you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171824819","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899561410,"gmtCreate":1628206891330,"gmtModify":1703503025454,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Higher and higher&nbsp;","listText":"Higher and higher&nbsp;","text":"Higher and higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899561410","repostId":"2157451943","repostType":4,"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899588247,"gmtCreate":1628206535989,"gmtModify":1703503011313,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899588247","repostId":"1117772028","repostType":4,"repost":{"id":"1117772028","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":1628174192,"share":"https://www.laohu8.com/m/news/1117772028?lang=&edition=full","pubTime":"2021-08-05 22:36","market":"us","language":"en","title":"Airline shares, Carnival stocks rally in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117772028","media":"Tiger Newspress","summary":"(Aug&nbsp;5)&nbsp;Airline shares, Carnival stocks&nbsp;rally&nbsp;in&nbsp;morning&nbsp;trading.","content":"<p>(Aug&nbsp;5)&nbsp;Airline shares, Carnival stocks&nbsp;rally&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/42a38b66aa352091811cb924ece1b676\" tg-width=\"374\" tg-height=\"366\" width=\"100%\" height=\"auto\"></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>Airline shares, Carnival stocks rally in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nAirline shares, Carnival stocks rally in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-05 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;5)&nbsp;Airline shares, Carnival stocks&nbsp;rally&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/42a38b66aa352091811cb924ece1b676\" tg-width=\"374\" tg-height=\"366\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117772028","content_text":"(Aug 5) Airline shares, Carnival stocks rally in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800820510,"gmtCreate":1627291794530,"gmtModify":1703486912255,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/800820510","repostId":"2154931205","repostType":4,"repost":{"id":"2154931205","pubTimestamp":1627283771,"share":"https://www.laohu8.com/m/news/2154931205?lang=&edition=full","pubTime":"2021-07-26 15:16","market":"us","language":"en","title":"4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2154931205","media":"Motley Fool","summary":"These high-growth companies can turn a healthy pile of cash into a life-altering amount of money.","content":"<p>There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the highest average annual returns over the long run is putting your capital to work in the stock market.</p>\n<p>For example, despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&amp;P 500</b> has averaged an annual total return, including dividends paid, of 11% since the beginning of 1980. At this return rate, folks reinvesting their dividends are doubling their money about every 6.5 years.</p>\n<p>But you don't have to settle for simply matching the performance of the market. If you buy stakes in game-changing businesses, you have the opportunity to take a large sum of money and turn it into a life-altering amount of cash. The following four game-changing stocks all have the tools necessary to turn a $200,000 investment into $1 million (or more) over the next decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634606%2Fcash-money-one-hundred-dollars-pocketwatch-long-term-investing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Redfin</h2>\n<p>Whereas real estate is traditionally a slow-growing, if not boring, sector, technology-driven real estate company <b>Redfin</b> (NASDAQ:RDFN) is showing Wall Street that it has the ability to completely change how properties are purchased, sold, and viewed.</p>\n<p>One of the core attributes of the Redfin operating model is saving its users money. Traditional real estate companies charge up to a 3% commission/listing fee when a home is bought or sold. Depending on how much previous business was completed with the company, Redfin only charges a fee ranging from 1% to 1.5%. A difference of 1.5% to 2% might not sound like much, but it's quite impactful with home prices soaring. According to Realtor.com, the median home price for active listings in June 2021 was $385,000, meaning Redfin could save the median seller up to $7,700 in costs.</p>\n<p>But it's not just a more cost-efficient operation that's driving buyers and sellers to Redfin. It's the company's adaptation to a changing real estate landscape and the unparalleled personalization it provides. For instance, RedfinNow is a service that purchases homes for cash, which removes the hassles of putting a home on the market and haggling with prospective buyers over price. There's also Redfin Concierge, which works with homeowners on improvements and staging to maximize the value of their home.</p>\n<p>With Redfin's share of existing home sales nearly tripling from 0.44% at the end of 2015 to 1.14% by March 2021, it's pretty evident that Redfin's operating model is resonating with consumers.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634606%2Fsquare-card-terminal.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" width=\"100%\" height=\"auto\"><span>Image source: Square.</span></p>\n<h2>Square</h2>\n<p>Just because a high-growth stock has a market cap in excess of $100 billion doesn't mean it can't quintuple (or more) over the next decade. Fintech stock <b>Square</b> (NYSE:SQ) has two operating segments that should allow it to handily outperform the broader market in the coming 10 years.</p>\n<p>Square's bread and butter has long been its seller ecosystem, which provides point-of-sale devices, analytics, and other tools that help merchants succeed. Between 2012 and 2019, the gross payment volume (GPV) on Square's network surged by an average of 49% annually, with GPV on track to easily top $130 billion in 2021.</p>\n<p>As I've previously noted, the seller ecosystem was really designed to be a tool for smaller merchants. Over time, however, the percentage of medium-and-large-sized businesses utilizing the platform has grown. As of the end of March, 61% of GPV came from businesses with $125,000 or more in annualized GPV, up from 52% in Q1 2019. Since this is a fee-driven operating segment, it implies steady profit growth for the seller ecosystem.</p>\n<p>However, the real lure here is digital peer-to-peer platform Cash App, which has seen its monthly active user count more than quintuple in three years to 36 million (as of Dec. 31, 2020). Cash App allows Square to monetize consumer purchases, bank transfers, investments, and even <b>Bitcoin</b>&nbsp;exchange. With gross profit per user of $41, compared to less than $5 in expenses to bring in each new user, Cash App is a burgeoning cash cow for Square.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Fastly</h2>\n<p>Yet another high-growth game-changer that could turn a $200,000 investment into $1 million or more over the next decade is edge cloud solutions provider <b>Fastly</b> (NYSE:FSLY).</p>\n<p>Fastly's primary task is to expedite the delivery of content to end users as quickly and securely as possible. While we we're witnessing a pretty steady shift of businesses pushing online prior to the pandemic, the coronavirus took this steady trend and kicked it into overdrive. Essentially, Fastly will benefit as more data is consumed digitally in the post-pandemic environment -- a trend that's unlikely to slow or ever reverse.</p>\n<p>All the key metrics investors would look for in a usage-based company are pointing in the right direction. The company's dollar-based net expansion rate has tallied 147% (Q3 2020), 143% (Q4 2020), and 139% (Q1 2021) in each of the past three quarters. In simple terms, this means existing clients spent 47%, 43%, and 39% more than they did in each respective year-ago quarter. We've also seen total customer count, enterprise customer count, and average enterprise customer spend, climb on a quarterly basis.</p>\n<p>What's perhaps most impressive about Fastly has been the company's ability to overcome ByteDance (the parent of TikTok) pulling traffic from its network in Q3 2020 due to a stateside spat with the Trump administration. ByteDance was Fastly's biggest customer by sales in the first-half of 2020. Despite this loss, Fastly still produced sales growth of better than 40% in the third quarter. Fastly is quickly becoming a popular content delivery solution, and the company's rapid sales growth proves it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72753f29fd92e186bec3ea1c1d331f6b\" tg-width=\"700\" tg-height=\"510\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>A final game-changing stock that has the ability to make its shareholder a whole lot richer over the next decade is cloud-based customer relationship management (CRM) software provider <b>Salesforce.com</b> (NYSE:CRM).</p>\n<p>Put simply, CRM software is what customer-facing businesses use to log and access client information in real-time, handle service and product issues, manage online marketing campaigns, and run predictive analysis with regard to which clients might purchase a new product or service. That's just a small snippet of what CRM can help with. It's a relatively common solution employed by retail and service-oriented companies, but it is gaining traction in nontraditional industries and sectors.</p>\n<p>Salesforce chimes in as the single most-dominant player in the global CRM space. According to IDC, Salesforce controlled just shy of 20% of all global CRM spending in the first-half of 2020.&nbsp; That was more than the next four competitors, combined. Between internal innovation and CEO Marc Benioff's willingness to lean on acquisitions as a means to cross-sell and broaden its service portfolio and client base, Salesforce's market share lead appears virtually insurmountable in CRM software.</p>\n<p>Benioff anticipates Salesforce surpassing $50 billion in full-year sales by fiscal 2026 after delivering $21.3 billion in annual sales in fiscal 2021. If this projection proves accurate, Salesforce's 20%-plus sustained growth rate should help motor its stock a lot higher.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade</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\">\n4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","RDFN":"Redfin Corp","CRM":"赛富时","FSLY":"Fastly, Inc."},"source_url":"https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154931205","content_text":"There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the highest average annual returns over the long run is putting your capital to work in the stock market.\nFor example, despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has averaged an annual total return, including dividends paid, of 11% since the beginning of 1980. At this return rate, folks reinvesting their dividends are doubling their money about every 6.5 years.\nBut you don't have to settle for simply matching the performance of the market. If you buy stakes in game-changing businesses, you have the opportunity to take a large sum of money and turn it into a life-altering amount of cash. The following four game-changing stocks all have the tools necessary to turn a $200,000 investment into $1 million (or more) over the next decade.\nImage source: Getty Images.\nRedfin\nWhereas real estate is traditionally a slow-growing, if not boring, sector, technology-driven real estate company Redfin (NASDAQ:RDFN) is showing Wall Street that it has the ability to completely change how properties are purchased, sold, and viewed.\nOne of the core attributes of the Redfin operating model is saving its users money. Traditional real estate companies charge up to a 3% commission/listing fee when a home is bought or sold. Depending on how much previous business was completed with the company, Redfin only charges a fee ranging from 1% to 1.5%. A difference of 1.5% to 2% might not sound like much, but it's quite impactful with home prices soaring. According to Realtor.com, the median home price for active listings in June 2021 was $385,000, meaning Redfin could save the median seller up to $7,700 in costs.\nBut it's not just a more cost-efficient operation that's driving buyers and sellers to Redfin. It's the company's adaptation to a changing real estate landscape and the unparalleled personalization it provides. For instance, RedfinNow is a service that purchases homes for cash, which removes the hassles of putting a home on the market and haggling with prospective buyers over price. There's also Redfin Concierge, which works with homeowners on improvements and staging to maximize the value of their home.\nWith Redfin's share of existing home sales nearly tripling from 0.44% at the end of 2015 to 1.14% by March 2021, it's pretty evident that Redfin's operating model is resonating with consumers.\nImage source: Square.\nSquare\nJust because a high-growth stock has a market cap in excess of $100 billion doesn't mean it can't quintuple (or more) over the next decade. Fintech stock Square (NYSE:SQ) has two operating segments that should allow it to handily outperform the broader market in the coming 10 years.\nSquare's bread and butter has long been its seller ecosystem, which provides point-of-sale devices, analytics, and other tools that help merchants succeed. Between 2012 and 2019, the gross payment volume (GPV) on Square's network surged by an average of 49% annually, with GPV on track to easily top $130 billion in 2021.\nAs I've previously noted, the seller ecosystem was really designed to be a tool for smaller merchants. Over time, however, the percentage of medium-and-large-sized businesses utilizing the platform has grown. As of the end of March, 61% of GPV came from businesses with $125,000 or more in annualized GPV, up from 52% in Q1 2019. Since this is a fee-driven operating segment, it implies steady profit growth for the seller ecosystem.\nHowever, the real lure here is digital peer-to-peer platform Cash App, which has seen its monthly active user count more than quintuple in three years to 36 million (as of Dec. 31, 2020). Cash App allows Square to monetize consumer purchases, bank transfers, investments, and even Bitcoin exchange. With gross profit per user of $41, compared to less than $5 in expenses to bring in each new user, Cash App is a burgeoning cash cow for Square.\nImage source: Getty Images.\nFastly\nYet another high-growth game-changer that could turn a $200,000 investment into $1 million or more over the next decade is edge cloud solutions provider Fastly (NYSE:FSLY).\nFastly's primary task is to expedite the delivery of content to end users as quickly and securely as possible. While we we're witnessing a pretty steady shift of businesses pushing online prior to the pandemic, the coronavirus took this steady trend and kicked it into overdrive. Essentially, Fastly will benefit as more data is consumed digitally in the post-pandemic environment -- a trend that's unlikely to slow or ever reverse.\nAll the key metrics investors would look for in a usage-based company are pointing in the right direction. The company's dollar-based net expansion rate has tallied 147% (Q3 2020), 143% (Q4 2020), and 139% (Q1 2021) in each of the past three quarters. In simple terms, this means existing clients spent 47%, 43%, and 39% more than they did in each respective year-ago quarter. We've also seen total customer count, enterprise customer count, and average enterprise customer spend, climb on a quarterly basis.\nWhat's perhaps most impressive about Fastly has been the company's ability to overcome ByteDance (the parent of TikTok) pulling traffic from its network in Q3 2020 due to a stateside spat with the Trump administration. ByteDance was Fastly's biggest customer by sales in the first-half of 2020. Despite this loss, Fastly still produced sales growth of better than 40% in the third quarter. Fastly is quickly becoming a popular content delivery solution, and the company's rapid sales growth proves it.\nImage source: Getty Images.\nSalesforce\nA final game-changing stock that has the ability to make its shareholder a whole lot richer over the next decade is cloud-based customer relationship management (CRM) software provider Salesforce.com (NYSE:CRM).\nPut simply, CRM software is what customer-facing businesses use to log and access client information in real-time, handle service and product issues, manage online marketing campaigns, and run predictive analysis with regard to which clients might purchase a new product or service. That's just a small snippet of what CRM can help with. It's a relatively common solution employed by retail and service-oriented companies, but it is gaining traction in nontraditional industries and sectors.\nSalesforce chimes in as the single most-dominant player in the global CRM space. According to IDC, Salesforce controlled just shy of 20% of all global CRM spending in the first-half of 2020.  That was more than the next four competitors, combined. Between internal innovation and CEO Marc Benioff's willingness to lean on acquisitions as a means to cross-sell and broaden its service portfolio and client base, Salesforce's market share lead appears virtually insurmountable in CRM software.\nBenioff anticipates Salesforce surpassing $50 billion in full-year sales by fiscal 2026 after delivering $21.3 billion in annual sales in fiscal 2021. If this projection proves accurate, Salesforce's 20%-plus sustained growth rate should help motor its stock a lot higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949655527,"gmtCreate":1678640270770,"gmtModify":1678640274779,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Oh no....","listText":"Oh no....","text":"Oh no....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949655527","repostId":"2318857796","repostType":2,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060457309,"gmtCreate":1651190433027,"gmtModify":1676534866156,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060457309","repostId":"1133363579","repostType":4,"repost":{"id":"1133363579","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":1651188305,"share":"https://www.laohu8.com/m/news/1133363579?lang=&edition=full","pubTime":"2022-04-29 07:25","market":"us","language":"en","title":"Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1133363579","media":"Reuters","summary":"(Reuters) - Amazon.com Inc  delivered a disappointing quarter and outlook on Thursday as the e-comme","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc </a> delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.</p><p>Shares fell 9% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/e63255d3a4551b119ea29af2a4a97223\" tg-width=\"955\" tg-height=\"670\" width=\"100%\" height=\"auto\"/>After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company&#39;s expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon&#39;s first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers&#39; disposable income just as it is making delivery more expensive for Amazon, the world&#39;s biggest online retailer.</p><p>Amazon&#39;s forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That&#39;s down from an operating profit of $7.7 billion in the same period last year.</p><p>&#34;This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,&#34; said Insider Intelligence principal analyst Andrew Lipsman.</p><p>Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company&#39;s top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts&#39; estimates.</p><p>Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.</p><p>&#34;This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. &#34;We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.&#34;</p><p>Amazon&#39;s results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer&#39;s Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers&#39; purchases. Inflation had not depressed typical ordering patterns so far, he said.</p><p>Net sales were $116.4 billion in the first quarter, in line with analysts&#39; expectations, according to IBES data from Refinitiv.</p><p>Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.</p><p>In North America, the company&#39;s largest market, sales rose 8% while operating expenses soared 16% to $71 billion.</p><p>Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia&#39;s invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.</p><p>Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.</p><p>That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon&#39;s annual sales blitz. The company announced on Thursday the event will take place in July.</p><p>&#34;They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,&#34; Mushkin said.</p><p>The e-commerce giant&#39;s results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company&#39;s physical store sales grew 17% to $4.6 billion.</p><p>Amazon&#39;s outlook reflects broader industry challenges. Just this week, one of Amazon&#39;s partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.</p><p>Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.</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>Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar</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\">\nAmazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar\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\">2022-04-29 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc </a> delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.</p><p>Shares fell 9% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/e63255d3a4551b119ea29af2a4a97223\" tg-width=\"955\" tg-height=\"670\" width=\"100%\" height=\"auto\"/>After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company&#39;s expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon&#39;s first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers&#39; disposable income just as it is making delivery more expensive for Amazon, the world&#39;s biggest online retailer.</p><p>Amazon&#39;s forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That&#39;s down from an operating profit of $7.7 billion in the same period last year.</p><p>&#34;This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,&#34; said Insider Intelligence principal analyst Andrew Lipsman.</p><p>Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company&#39;s top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts&#39; estimates.</p><p>Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.</p><p>&#34;This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. &#34;We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.&#34;</p><p>Amazon&#39;s results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer&#39;s Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers&#39; purchases. Inflation had not depressed typical ordering patterns so far, he said.</p><p>Net sales were $116.4 billion in the first quarter, in line with analysts&#39; expectations, according to IBES data from Refinitiv.</p><p>Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.</p><p>In North America, the company&#39;s largest market, sales rose 8% while operating expenses soared 16% to $71 billion.</p><p>Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia&#39;s invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.</p><p>Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.</p><p>That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon&#39;s annual sales blitz. The company announced on Thursday the event will take place in July.</p><p>&#34;They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,&#34; Mushkin said.</p><p>The e-commerce giant&#39;s results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company&#39;s physical store sales grew 17% to $4.6 billion.</p><p>Amazon&#39;s outlook reflects broader industry challenges. Just this week, one of Amazon&#39;s partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.</p><p>Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133363579","content_text":"(Reuters) - Amazon.com Inc  delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.Shares fell 9% in after-hours trade.After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company's expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon's first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers' disposable income just as it is making delivery more expensive for Amazon, the world's biggest online retailer.Amazon's forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That's down from an operating profit of $7.7 billion in the same period last year.\"This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,\" said Insider Intelligence principal analyst Andrew Lipsman.Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company's top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts' estimates.Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.\"This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. \"We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.\"Amazon's results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer's Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers' purchases. Inflation had not depressed typical ordering patterns so far, he said.Net sales were $116.4 billion in the first quarter, in line with analysts' expectations, according to IBES data from Refinitiv.Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.In North America, the company's largest market, sales rose 8% while operating expenses soared 16% to $71 billion.Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia's invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon's annual sales blitz. The company announced on Thursday the event will take place in July.\"They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,\" Mushkin said.The e-commerce giant's results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company's physical store sales grew 17% to $4.6 billion.Amazon's outlook reflects broader industry challenges. Just this week, one of Amazon's partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834557076,"gmtCreate":1629815350395,"gmtModify":1676530140666,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834557076","repostId":"1129205176","repostType":4,"repost":{"id":"1129205176","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":1629812035,"share":"https://www.laohu8.com/m/news/1129205176?lang=&edition=full","pubTime":"2021-08-24 21:33","market":"us","language":"en","title":"Stocks open slightly higher with the Nasdaq jumping to a record","url":"https://stock-news.laohu8.com/highlight/detail?id=1129205176","media":"Tiger Newspress","summary":"Stocks edged higher Tuesday morning following a broad-based rally on news that U.S. regulators grant","content":"<p>Stocks edged higher Tuesday morning following a broad-based rally on news that U.S. regulators granted full approval for Pfizer-BioNTech’s Covid vaccine.</p>\n<p>The Dow Jones Industrial Average rose 69 points. The S&amp;P 500 and Nasdaq Composite added 0.7% and 0.28%, respectively.</p>\n<p><img src=\"https://static.tigerbbs.com/83b79f69ce17bc1186a0c018fb756703\" tg-width=\"1040\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>The market started the week on a high note as shares sensitive to an economic recovery jumped on optimism that&nbsp;the vaccine approval&nbsp;would clear path for more mandates in the face of the spread of the delta variant.</p>\n<p>\"Considering the recent spike in cases and some of the disappointing economic data, this is another step in the right direction, and it helps give confidence to those who might still be holding out on getting the vaccine,\" said Ryan Detrick, chief market strategist at LPL Financial.</p>\n<p>Chinese stocks are leading the Nasdaq as investors have been getting more clarity on China's regulatory outlook and buying shares of names that have taken a beating lately. Pinduoduo jumped 16% while JD.com rose 10% and Didi climbed 8.5%.</p>\n<p>Best Buy shares rose 6% after the electronics retailer&nbsp;beat estimates on the top and bottom lines&nbsp;for the second quarter. Nordstrom is set to report after the close.</p>\n<p>The S&amp;P 500 closed Monday's session 0.8% higher after touching an intraday record high. The tech-heavy Nasdaq Composite rose about 1.5% to hit a record closing high. The Dow Jones Industrial Average gained more than 200 points on Monday.</p>\n<p>Investor are eyeing the Jackson Hole&nbsp;symposium later this week, which is expected to be a market-moving event where central bankers could detail their plans for tapering monetary stimulus. The Federal Reserve has started discussions to pull back its $120 billion a month bond-buying program by the end of this year.</p>\n<p>The summit takes place virtually on Thursday and Fed Chairman Jerome Powell will give a speech on Friday.</p>\n<p>“The Fed may make a taper announcement in September or November, but it will probably be a slow taper with no commitment over interest rate hikes.” said Edward Moya, senior market analyst at Oanda.</p>\n<p>The second-quarter earnings season is winding down with more than 90% S&amp;P 500 companies having reported results. S&amp;P 500 is poised to grow its earnings by 94.7% year over year, according to Refinitiv.</p>\n<p>There is little in the way of economic data before the bell, but investors will get a look at residential home sales at 10 am ET as well as the Richmond Fed’s business activity survey.</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>Stocks open slightly higher with the Nasdaq jumping to a record</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\">\nStocks open slightly higher with the Nasdaq jumping to a record\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-24 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stocks edged higher Tuesday morning following a broad-based rally on news that U.S. regulators granted full approval for Pfizer-BioNTech’s Covid vaccine.</p>\n<p>The Dow Jones Industrial Average rose 69 points. The S&amp;P 500 and Nasdaq Composite added 0.7% and 0.28%, respectively.</p>\n<p><img src=\"https://static.tigerbbs.com/83b79f69ce17bc1186a0c018fb756703\" tg-width=\"1040\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>The market started the week on a high note as shares sensitive to an economic recovery jumped on optimism that&nbsp;the vaccine approval&nbsp;would clear path for more mandates in the face of the spread of the delta variant.</p>\n<p>\"Considering the recent spike in cases and some of the disappointing economic data, this is another step in the right direction, and it helps give confidence to those who might still be holding out on getting the vaccine,\" said Ryan Detrick, chief market strategist at LPL Financial.</p>\n<p>Chinese stocks are leading the Nasdaq as investors have been getting more clarity on China's regulatory outlook and buying shares of names that have taken a beating lately. Pinduoduo jumped 16% while JD.com rose 10% and Didi climbed 8.5%.</p>\n<p>Best Buy shares rose 6% after the electronics retailer&nbsp;beat estimates on the top and bottom lines&nbsp;for the second quarter. Nordstrom is set to report after the close.</p>\n<p>The S&amp;P 500 closed Monday's session 0.8% higher after touching an intraday record high. The tech-heavy Nasdaq Composite rose about 1.5% to hit a record closing high. The Dow Jones Industrial Average gained more than 200 points on Monday.</p>\n<p>Investor are eyeing the Jackson Hole&nbsp;symposium later this week, which is expected to be a market-moving event where central bankers could detail their plans for tapering monetary stimulus. The Federal Reserve has started discussions to pull back its $120 billion a month bond-buying program by the end of this year.</p>\n<p>The summit takes place virtually on Thursday and Fed Chairman Jerome Powell will give a speech on Friday.</p>\n<p>“The Fed may make a taper announcement in September or November, but it will probably be a slow taper with no commitment over interest rate hikes.” said Edward Moya, senior market analyst at Oanda.</p>\n<p>The second-quarter earnings season is winding down with more than 90% S&amp;P 500 companies having reported results. S&amp;P 500 is poised to grow its earnings by 94.7% year over year, according to Refinitiv.</p>\n<p>There is little in the way of economic data before the bell, but investors will get a look at residential home sales at 10 am ET as well as the Richmond Fed’s business activity survey.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129205176","content_text":"Stocks edged higher Tuesday morning following a broad-based rally on news that U.S. regulators granted full approval for Pfizer-BioNTech’s Covid vaccine.\nThe Dow Jones Industrial Average rose 69 points. The S&P 500 and Nasdaq Composite added 0.7% and 0.28%, respectively.\n\nThe market started the week on a high note as shares sensitive to an economic recovery jumped on optimism that the vaccine approval would clear path for more mandates in the face of the spread of the delta variant.\n\"Considering the recent spike in cases and some of the disappointing economic data, this is another step in the right direction, and it helps give confidence to those who might still be holding out on getting the vaccine,\" said Ryan Detrick, chief market strategist at LPL Financial.\nChinese stocks are leading the Nasdaq as investors have been getting more clarity on China's regulatory outlook and buying shares of names that have taken a beating lately. Pinduoduo jumped 16% while JD.com rose 10% and Didi climbed 8.5%.\nBest Buy shares rose 6% after the electronics retailer beat estimates on the top and bottom lines for the second quarter. Nordstrom is set to report after the close.\nThe S&P 500 closed Monday's session 0.8% higher after touching an intraday record high. The tech-heavy Nasdaq Composite rose about 1.5% to hit a record closing high. The Dow Jones Industrial Average gained more than 200 points on Monday.\nInvestor are eyeing the Jackson Hole symposium later this week, which is expected to be a market-moving event where central bankers could detail their plans for tapering monetary stimulus. The Federal Reserve has started discussions to pull back its $120 billion a month bond-buying program by the end of this year.\nThe summit takes place virtually on Thursday and Fed Chairman Jerome Powell will give a speech on Friday.\n“The Fed may make a taper announcement in September or November, but it will probably be a slow taper with no commitment over interest rate hikes.” said Edward Moya, senior market analyst at Oanda.\nThe second-quarter earnings season is winding down with more than 90% S&P 500 companies having reported results. S&P 500 is poised to grow its earnings by 94.7% year over year, according to Refinitiv.\nThere is little in the way of economic data before the bell, but investors will get a look at residential home sales at 10 am ET as well as the Richmond Fed’s business activity survey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891442068,"gmtCreate":1628418622054,"gmtModify":1703506078530,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>go.go go","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>go.go go","text":"$Coupang, Inc.(CPNG)$go.go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/891442068","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899582755,"gmtCreate":1628206623377,"gmtModify":1703503015051,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Fantastic&nbsp;","listText":"Fantastic&nbsp;","text":"Fantastic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899582755","repostId":"1173170520","repostType":4,"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914480896,"gmtCreate":1665356770815,"gmtModify":1676537589712,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914480896","repostId":"2274458895","repostType":4,"repost":{"id":"2274458895","pubTimestamp":1665355533,"share":"https://www.laohu8.com/m/news/2274458895?lang=&edition=full","pubTime":"2022-10-10 06:45","market":"us","language":"en","title":"CPI Sets the Stage for Fed's November Hike, Banks Report for Q3: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2274458895","media":"Yahoo Finance","summary":"An already strained U.S. stock market will be further challenged in the week ahead as the government publishes a key inflation report and megabanks kick off what’slikely to be a murky earnings season.","content":"<html><head></head><body><p>An already strained U.S. stock market will be further challenged in the week ahead as the government publishes a key inflation report and megabanks kick off what’s likely to be a murky earnings season.</p><p>The highly-awaited Consumer Price Index (CPI) takes top billing in coming days, with third-quarter financials from the country’s largest banks – JPMorgan (JPM), Citi (C), and Wells Fargo (WFC) – following suit in the line of importance.</p><p><img src=\"https://static.tigerbbs.com/0f0f37bbff5251cf5a672004561faeef\" tg-width=\"2044\" tg-height=\"1448\" width=\"100%\" height=\"auto\"/></p><p>A fresh CPI reading on Thursday is expected to dictate how much more aggressive the Federal Reserve will get with its interest rate hiking plans, which are already the most combative in decades. The consequential economic release will hold even greater significance after the Labor Department’s September jobs report on Friday suggested officials have further room for increases.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/541f2357db95a28c89672d947882d8dd\" tg-width=\"960\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/><span>JPMorgan President and CEO Jamie Dimon testifies on Capitol Hill in Washington, U.S., September 22, 2022. (REUTERS/Evelyn Hockstein)</span></p><p>The U.S. economy added 263,000 jobs last month, a moderation from the prior print but still a robust hiring figure, as the unemployment rate fell to 3.5%. The weaker-than-expected decline in payroll gains dashed investor hopes that FOMC members might shift away from monetary tightening sooner than anticipated.</p><p>That reality sent stocks spiraling on Friday. The S&amp;P 500 (^GSPC) plunged 2.8%, the Dow Jones Industrial Average (^DJI) shed 630 points, and the Nasdaq Composite (^IXIC) led the way down at a decline of 3.8%. The major averages managed to end higher for the week after three straight down weeks after retaining some gains from a transient rally the first two trading days of October.</p><p><img src=\"https://static.tigerbbs.com/d03327c522e4f944485e66952e5c24a2\" tg-width=\"1016\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p>“Persistent strength in hiring and a drop in the unemployment rate, in our view, mean the Fed is unlikely to pivot in the direction of a slower pace of rate hikes until it has more clear evidence that employment growth is slowing,” analysts at Bank of America said in a note on Friday, adding that the institution expects a fourth 75-basis-point rate increase in November.</p><p>And this week’s inflation reading could corroborate such a move next month. According to Bloomberg forecasts, the headline consumer price index for September is expected to show a slight moderation on a year-over-year figure to 8.1% from 8.3% in August, but an increase to 0.2% from 0.1% over the month.</p><p>All eyes will be on the “core” component of the report, which strips out the volatile food and energy categories. Economists surveyed by Bloomberg project core CPI rose to 6.5% from 6.3% over the year but moderated to 0.4% monthly from 0.6% in August.</p><p>Marginal fluctuations in the data have not been reassuring enough to Federal Reserve members that they can step away from intervening any time soon. Speaking at an event in New York last week, Federal Reserve Bank of San Francisco President Mary Daly called inflation a “corrosive disease,”and a “toxin that erodes the real purchasing power of people.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a183e6937eab492d9c263c10c4650349\" tg-width=\"960\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/><span>A sign for the Federal Reserve Board of Governors is seen at the entrance to the William McChesney Martin Jr. building ahead of a news conference by Federal Reserve Board Chairman Jerome Powell on interest rate policy, in Washington, U.S., September 21, 2022. REUTERS/Kevin Lamarque</span></p><p>Elsewhere in economic releases, investors will also get a gauge of how quickly prices are rising at the wholesale level with the producer price index, or PPI, which measures the change in the prices paid to U.S. producers of goods and services; a reading on how consumer spending is faring amid persistent inflation and slowing economic conditions with the government’s retail sales report; and a consumer sentiment check from the University of Michigan closely watched survey.</p><p>Meanwhile, bank earnings will set the stage for a third-quarter earnings season expected to be ridden with economic warnings from corporate executives about the state of their businesses, slashed earnings per share estimates across Wall Street, and generally milder results as price and rate pressures weighed on companies in the recent three-month period.</p><p>Results from JPMorgan, Citigroup, Wells Fargo, and Morgan Stanley are all on tap for the coming week and will be followed by Goldman Sachs (GS) and Bank of America (BAC) the following week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5088c955861b1fd864d4c07b311fec8a\" tg-width=\"960\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/><span>Chief executives of the country&#39;s largest banks are sworn-in at the start of a Senate Banking, Housing, and Urban Affairs hearing on &#34;Annual Oversight of the Nation&#39;s Largest Banks&#34;, on Capitol Hill in Washington, U.S., September 22, 2022. REUTERS/Evelyn Hockstein</span></p><p>Banks typically benefit from central bank policy tightening, with higher interest rates boosting their net interest income (the bank’s earnings on its lending activities and interest it pays to depositors) and net interest margins (calculated by dividing net interest income by the average income earned from interest-producing assets.) However, challenging market conditions that have dealt a blow to dealmaking activity and general macroeconomic uncertainty are poised to offset higher net interest income.</p><p>Analysts at Bank of America project earnings growth to slow across banks and brokers to 2.0% year-over-year in the third quarter from 5.9% in the second and 7.7% in the third, per bottom-up consensus estimates, per a recent note.</p><p>However, that drop pales in comparison to expectations for sectors outside of financials — with the exception of the energy sector — according to BofA. Earnings growth in those areas “is expected to dip well into the negative territory,” the bank warned in a note, with expectations for growth of -4.2% year-over-year in the third quarter, down from -1.3% in the second quarter.</p><p>—</p><p><b>Economic Calendar</b></p><p><b>Monday:</b> <i>No notable reports scheduled for release.</i></p><p><b>Tuesday:</b> <b><i>NFIB Small Business Optimism</i></b>, September (91.8 expected, 91.8 during prior month); <b><i>Monthly Budget Statement</i></b>, September (-$219.6 billion)</p><p><b>Wednesday</b>: <b><i>MBA Mortgage Applications</i></b>, week ended Oct. 7 (-14.2% during prior week); <b><i>PPI excluding food and energy</i></b>, year-over-year, September (7.3% expected, 7.3% during prior month); <b><i>PPI final demand</i></b>, month-over-month, September (0.2% expected, -0.1% during prior month);<b><i>PPI excluding food and energy</i></b>, month-over-month, September (0.3% expected, 0.4% during prior month); <b><i>PPI excluding food, energy, and trade</i></b>, month-over-month, September (0.2% expected, 0.2% during prior month); <b><i>PPI final demand</i></b>, year-over-year, September (8.4% expected, 8.7% during prior month); <b><i>PPI excluding food, energy, and trade</i></b>, year-over-year, September (5.6% during prior month); <b><i>FOMC Meeting Minutes</i></b>, September 21</p><p><b>Thursday:</b> <b><i>Consumer Price Index</i></b>, month-over-month, September (0.2% expected, 0.1% during prior month); <b><i>CPI excluding food and energy</i></b>, month-over-month, September (0.4% expected, 0.6% during prior month); <b><i>Consumer Price Index</i></b>, year-over-year, September (8.1% expected, 8.3% during prior month); <b><i>CPI excluding food and energy</i></b>, year-over-year, September (6.5% expected, 6.3% during prior month); <b><i>CPI Index NSA</i></b>, September (296.417 expected, 296.171 during prior month); <b><i>CPI Core Index SA</i></b>, September (296.950 during prior month); <b><i>Initial jobless claims</i></b>, week ended Oct. 8 (225,000 expected, 219,000 during prior week); <b><i>Continuing claims</i></b>, week ended Oct.1 (1.361 during prior week); <b><i>Real Average Weekly Earnings</i></b>, year-over-year, September (-3.4% during prior month)</p><p><b>Friday:</b><b><i>Retail Sales Advance</i></b>, month-over-month, September (0.2% expected, 0.3% during prior month); <b><i>Retail Sales excluding autos</i></b>, month-over-month, September (-0.1% expected, -0.3% during prior month); <b><i>Retail Sales excluding autos and gas</i></b>, month-over-month, September (0.3% during prior month); <b><i>Retail Sales Control Group</i></b>, September (0.0% during prior month); <b><i>Import Price Index</i></b>, month-over-month, September (-1.1% expected, -1.0% during prior month); <b><i>Import Price Index excluding petroleum</i></b>, month-over-month, September (-0.2% during prior month);<b><i>Import Price Index</i></b>, year-over-year, September (7.8% during prior month); <b><i>Export Price Index</i></b>, month-over-month, September (-1.2% expected, -1.6% during prior month); <b><i>Export Price Index</i></b>, year-over-year, September (10.8% during prior month); <b><i>Bloomberg Oct. United States Economic Survey</i></b>; <b><i>Business Inventories</i></b>, August (0.9% expected, 0.6% during prior reading); <b><i>University of Michigan Consumer Sentiment</i></b>, October preliminary (58.8 expected, 58.6 during prior month)</p><p>—</p><p><b>Earnings Calendar</b></p><p><b>Monday:</b> <i>No notable reports scheduled for release.</i></p><p><b>Tuesday:</b> <b><i>AZZ</i></b>(AZZ), <b><i>Pinnacle Financial Partners</i></b>(PNFP)</p><p><b>Wednesday:</b> <b><i>PepsiCo</i></b>(PEP), <b><i>Duck Creek Technologies</i></b>(DCT)</p><p><b>Thursday:</b> <b><i>BlackRock</i></b>(BLK), <b><i>Delta Air Lines</i></b>(DAL), <b><i>Progressive</i></b>(PGR), <b><i>Walgreens Boots Alliance</i></b>(WBA), <b><i>Commercial Metals</i></b>(CMC), <b><i>Taiwan Semiconductor</i></b>(TSM)</p><p><b>Friday:</b> <b><i>JPMorgan</i></b>(JPM), <b><i>Citigroup</i></b>(C), <b><i>Morgan Stanley</i></b>(MS), <b><i>PNC</i></b>(PNC), <b><i>U.S. Bancorp</i></b>(USB), <b><i>UnitedHealth</i></b>(UNH), <b><i>Wells Fargo</i></b>(WFC)</p><p><img src=\"https://static.tigerbbs.com/ab39c81b03db8f153d4fd3ab9b19d463\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\" 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>CPI Sets the Stage for Fed's November Hike, Banks Report for Q3: What to Know This Week</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\">\nCPI Sets the Stage for Fed's November Hike, Banks Report for Q3: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 06:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-week-ahead-september-cpi-bank-earnings-195249849.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An already strained U.S. stock market will be further challenged in the week ahead as the government publishes a key inflation report and megabanks kick off what’s likely to be a murky earnings season...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-week-ahead-september-cpi-bank-earnings-195249849.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","TSM":"台积电","BLK":"贝莱德","WBA":"沃尔格林联合博姿","MS":"摩根士丹利","C":"花旗","UNH":"联合健康","PNC":"PNC金融","JPM":"摩根大通",".DJI":"道琼斯","PEP":"百事可乐","DAL":"达美航空",".IXIC":"NASDAQ Composite","WFC":"富国银行"},"source_url":"https://finance.yahoo.com/news/stock-market-week-ahead-september-cpi-bank-earnings-195249849.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274458895","content_text":"An already strained U.S. stock market will be further challenged in the week ahead as the government publishes a key inflation report and megabanks kick off what’s likely to be a murky earnings season.The highly-awaited Consumer Price Index (CPI) takes top billing in coming days, with third-quarter financials from the country’s largest banks – JPMorgan (JPM), Citi (C), and Wells Fargo (WFC) – following suit in the line of importance.A fresh CPI reading on Thursday is expected to dictate how much more aggressive the Federal Reserve will get with its interest rate hiking plans, which are already the most combative in decades. The consequential economic release will hold even greater significance after the Labor Department’s September jobs report on Friday suggested officials have further room for increases.JPMorgan President and CEO Jamie Dimon testifies on Capitol Hill in Washington, U.S., September 22, 2022. (REUTERS/Evelyn Hockstein)The U.S. economy added 263,000 jobs last month, a moderation from the prior print but still a robust hiring figure, as the unemployment rate fell to 3.5%. The weaker-than-expected decline in payroll gains dashed investor hopes that FOMC members might shift away from monetary tightening sooner than anticipated.That reality sent stocks spiraling on Friday. The S&P 500 (^GSPC) plunged 2.8%, the Dow Jones Industrial Average (^DJI) shed 630 points, and the Nasdaq Composite (^IXIC) led the way down at a decline of 3.8%. The major averages managed to end higher for the week after three straight down weeks after retaining some gains from a transient rally the first two trading days of October.“Persistent strength in hiring and a drop in the unemployment rate, in our view, mean the Fed is unlikely to pivot in the direction of a slower pace of rate hikes until it has more clear evidence that employment growth is slowing,” analysts at Bank of America said in a note on Friday, adding that the institution expects a fourth 75-basis-point rate increase in November.And this week’s inflation reading could corroborate such a move next month. According to Bloomberg forecasts, the headline consumer price index for September is expected to show a slight moderation on a year-over-year figure to 8.1% from 8.3% in August, but an increase to 0.2% from 0.1% over the month.All eyes will be on the “core” component of the report, which strips out the volatile food and energy categories. Economists surveyed by Bloomberg project core CPI rose to 6.5% from 6.3% over the year but moderated to 0.4% monthly from 0.6% in August.Marginal fluctuations in the data have not been reassuring enough to Federal Reserve members that they can step away from intervening any time soon. Speaking at an event in New York last week, Federal Reserve Bank of San Francisco President Mary Daly called inflation a “corrosive disease,”and a “toxin that erodes the real purchasing power of people.”A sign for the Federal Reserve Board of Governors is seen at the entrance to the William McChesney Martin Jr. building ahead of a news conference by Federal Reserve Board Chairman Jerome Powell on interest rate policy, in Washington, U.S., September 21, 2022. REUTERS/Kevin LamarqueElsewhere in economic releases, investors will also get a gauge of how quickly prices are rising at the wholesale level with the producer price index, or PPI, which measures the change in the prices paid to U.S. producers of goods and services; a reading on how consumer spending is faring amid persistent inflation and slowing economic conditions with the government’s retail sales report; and a consumer sentiment check from the University of Michigan closely watched survey.Meanwhile, bank earnings will set the stage for a third-quarter earnings season expected to be ridden with economic warnings from corporate executives about the state of their businesses, slashed earnings per share estimates across Wall Street, and generally milder results as price and rate pressures weighed on companies in the recent three-month period.Results from JPMorgan, Citigroup, Wells Fargo, and Morgan Stanley are all on tap for the coming week and will be followed by Goldman Sachs (GS) and Bank of America (BAC) the following week.Chief executives of the country's largest banks are sworn-in at the start of a Senate Banking, Housing, and Urban Affairs hearing on \"Annual Oversight of the Nation's Largest Banks\", on Capitol Hill in Washington, U.S., September 22, 2022. REUTERS/Evelyn HocksteinBanks typically benefit from central bank policy tightening, with higher interest rates boosting their net interest income (the bank’s earnings on its lending activities and interest it pays to depositors) and net interest margins (calculated by dividing net interest income by the average income earned from interest-producing assets.) However, challenging market conditions that have dealt a blow to dealmaking activity and general macroeconomic uncertainty are poised to offset higher net interest income.Analysts at Bank of America project earnings growth to slow across banks and brokers to 2.0% year-over-year in the third quarter from 5.9% in the second and 7.7% in the third, per bottom-up consensus estimates, per a recent note.However, that drop pales in comparison to expectations for sectors outside of financials — with the exception of the energy sector — according to BofA. Earnings growth in those areas “is expected to dip well into the negative territory,” the bank warned in a note, with expectations for growth of -4.2% year-over-year in the third quarter, down from -1.3% in the second quarter.—Economic CalendarMonday: No notable reports scheduled for release.Tuesday: NFIB Small Business Optimism, September (91.8 expected, 91.8 during prior month); Monthly Budget Statement, September (-$219.6 billion)Wednesday: MBA Mortgage Applications, week ended Oct. 7 (-14.2% during prior week); PPI excluding food and energy, year-over-year, September (7.3% expected, 7.3% during prior month); PPI final demand, month-over-month, September (0.2% expected, -0.1% during prior month);PPI excluding food and energy, month-over-month, September (0.3% expected, 0.4% during prior month); PPI excluding food, energy, and trade, month-over-month, September (0.2% expected, 0.2% during prior month); PPI final demand, year-over-year, September (8.4% expected, 8.7% during prior month); PPI excluding food, energy, and trade, year-over-year, September (5.6% during prior month); FOMC Meeting Minutes, September 21Thursday: Consumer Price Index, month-over-month, September (0.2% expected, 0.1% during prior month); CPI excluding food and energy, month-over-month, September (0.4% expected, 0.6% during prior month); Consumer Price Index, year-over-year, September (8.1% expected, 8.3% during prior month); CPI excluding food and energy, year-over-year, September (6.5% expected, 6.3% during prior month); CPI Index NSA, September (296.417 expected, 296.171 during prior month); CPI Core Index SA, September (296.950 during prior month); Initial jobless claims, week ended Oct. 8 (225,000 expected, 219,000 during prior week); Continuing claims, week ended Oct.1 (1.361 during prior week); Real Average Weekly Earnings, year-over-year, September (-3.4% during prior month)Friday:Retail Sales Advance, month-over-month, September (0.2% expected, 0.3% during prior month); Retail Sales excluding autos, month-over-month, September (-0.1% expected, -0.3% during prior month); Retail Sales excluding autos and gas, month-over-month, September (0.3% during prior month); Retail Sales Control Group, September (0.0% during prior month); Import Price Index, month-over-month, September (-1.1% expected, -1.0% during prior month); Import Price Index excluding petroleum, month-over-month, September (-0.2% during prior month);Import Price Index, year-over-year, September (7.8% during prior month); Export Price Index, month-over-month, September (-1.2% expected, -1.6% during prior month); Export Price Index, year-over-year, September (10.8% during prior month); Bloomberg Oct. United States Economic Survey; Business Inventories, August (0.9% expected, 0.6% during prior reading); University of Michigan Consumer Sentiment, October preliminary (58.8 expected, 58.6 during prior month)—Earnings CalendarMonday: No notable reports scheduled for release.Tuesday: AZZ(AZZ), Pinnacle Financial Partners(PNFP)Wednesday: PepsiCo(PEP), Duck Creek Technologies(DCT)Thursday: BlackRock(BLK), Delta Air Lines(DAL), Progressive(PGR), Walgreens Boots Alliance(WBA), Commercial Metals(CMC), Taiwan Semiconductor(TSM)Friday: JPMorgan(JPM), Citigroup(C), Morgan Stanley(MS), PNC(PNC), U.S. Bancorp(USB), UnitedHealth(UNH), Wells Fargo(WFC)","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145132497,"gmtCreate":1626195195719,"gmtModify":1703755385360,"author":{"id":"4087625047599080","authorId":"4087625047599080","name":"JeromeAng","avatar":"https://static.tigerbbs.com/3d1fd245884a2b62379fc1adb18bc69b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Coke is nicer","listText":"Coke is nicer","text":"Coke is nicer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/145132497","repostId":"1147338005","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}