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fairybabe
2022-05-03
So is it still a company worth investing?
Amazon Falls Again as the Premium Valuation Era Shows Signs of Cracking
fairybabe
2022-02-04
Sounds like a good opportunity
Sorry, the original content has been removed
fairybabe
2022-01-25
Good closing
Wall Street Reverses, Ends Higher in Late Session Rally
fairybabe
2021-07-15
Liked.
Airbnb trails Expedia this year, and traders are split on which is the better bet in second half
fairybabe
2022-04-26
Good!
Apple - Time To Take Another Bite
fairybabe
2021-07-14
Thanks for the update!
Netflix extends deals with Universal and Shonda Rimes; eyes boosting live events
fairybabe
2022-01-26
One of the better stocks!
Sorry, the original content has been removed
fairybabe
2022-01-25
K
Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer
fairybabe
2022-01-25
👍
4 Stocks That Can Turn $100,000 Into $1 Million by 2030
fairybabe
2021-07-25
Thanks for the insights.
Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks
fairybabe
2021-07-14
Thank you
PepsiCo CFO: Taking share away from Coca-Cola
fairybabe
2022-06-17
Love Apple 🍎!!
Apple Continues To Expand Into An Area Few Initially Expected
fairybabe
2022-06-16
Despite good news, most of the time it still doesn't do well.
Sorry, the original content has been removed
fairybabe
2022-04-04
Alright
Don't Let This 1 Decision Sour You on Sea Limited
fairybabe
2022-01-21
Good stuff
Apple Stock: How To Trade It Before And After Earnings
fairybabe
2022-01-16
Thanks for sharing.
Sorry, the original content has been removed
fairybabe
2022-01-20
Agreed
Sorry, the original content has been removed
fairybabe
2022-01-18
Totally agree!
3 Stocks I'm Buying During a Tech Stock Correction
fairybabe
2021-07-28
Heart attack
EV Stocks dipped in Tuesday morning trading
fairybabe
2021-07-16
Wish I bought it earlier!
Netflix Plans to Offer Video Games in Push Beyond Films, TV
Go to Tiger App to see more news
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Apple 🍎!!","listText":"Love Apple 🍎!!","text":"Love Apple 🍎!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057120564","repostId":"1145834940","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054103384,"gmtCreate":1655348523148,"gmtModify":1676535620181,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Despite good news, most of the time it still doesn't do well. ","listText":"Despite good news, most of the time it still doesn't do well. ","text":"Despite good news, most of the time it still doesn't do well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054103384","repostId":"2243943082","repostType":4,"repost":{"id":"2243943082","kind":"highlight","pubTimestamp":1655338548,"share":"https://ttm.financial/m/news/2243943082?lang=&edition=fundamental","pubTime":"2022-06-16 08:15","market":"sg","language":"en","title":"Why Nio Stock Is on Fire Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2243943082","media":"Motley Fool","summary":"Nio's new SUV and a smart move to retain customer loyalty aren't going unnoticed.","content":"<html><head></head><body><h2>What happened</h2><p><a href=\"https://laohu8.com/S/NIO\">Nio</a> stock popped again today, and was trading up 7.77% on Wednesday. Shares of the electric vehicle (EV) maker zoomed by double digits ahead of today's product launch event. Suffice to say, Nio managed to impressed investors -- it didn't just launch a new EV, but also announced upgrades to existing ones along with a price hike.</p><p>Meanwhile, at least two analysts reiterated their bullish views on Nio today as they see much stronger days ahead for the EV maker.</p><h2>So what</h2><p>Nio unveiled its new SUV, the ES7, today. The mid- to large-size SUV that will rival <b>BMW </b>X5L is now open for preorders, with Nio targeting Aug. 28 as the date of first delivery.</p><p>Going by the buzz on social media, many are surprised by the ES7's stylish design. It is also Nio's fastest SUV to date, and is among the first passenger cars in China certified to tow a caravan or trailer.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F685231%2Fnio-es7-suv.jpeg&w=700&op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Nio.</span></p><p>As I mentioned yesterday, the pricing of the ES7 was one of the most important factors to look out for as Nio's sales mix lately was skewing toward its low-priced trims. That where things get interesting.</p><p>Nio has priced the ES7 along the lines of its larger SUV, the ES8, but its price under battery-as-a-service (BaaS) is still higher than that of the ES8. BaaS is a subscription-based rental program that gives prospective customers an option to buy vehicles without batteries at lower prices and instead rent and swap batteries when required.</p><p>An equally big takeaway from today's launch event, though, was Nio announcing an upgrade to existing models with an advanced in-vehicle intelligence digital system called Alder, which includes a digital cockpit controller and better sensing capabilities and hardware, among other things.</p><p>Nio made two smart moves today.</p><p>First, since it's building cars with Alder now, it has raised prices of 2022 models of existing SUVs, the ES8, ES6, and EC6.</p><p>Second, to ensure existing car owners don't feel let down, Nio is offering existing SUV owners an option to upgrade their cars to include Alder for a low cost, such that their effective cost of car <i>after</i> the Alder upgrade will still be lower than the 2022 model prices. It looks like a calculated move on Nio's part to retain customer loyalty.</p><h2>Now what</h2><p>While the ES7 should start contributing to Nio's top line later this year, <b>Deutsche Bank</b> analyst Edison Yu projects Nio's sedans, the ES7 and ET5, will become the "most desired premium cars in China this year, according to The Fly.</p><p>Yu believes Nio is "embarking on the most important product cycle in the company's history," and that Nio's deliveries should rapidly pick up pace as the year progresses. Yu has a price target of $45 a share on Nio. <b>Mizuho</b> analyst Vijay Rakesh also sees Nio growing faster in the second half of 2022 as lockdowns in China ease.</p><p>Despite Nio already projecting a strong rebound in deliveries and margins from the third quarter, the EV stock plunged after first-quarter earnings. Investors bought the stock ahead of the launch event, though. Thankfully, Nio didn't disappoint investors who bought the promising growth stock on the dip.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nio Stock Is on Fire Today</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\">\nWhy Nio Stock Is on Fire Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 08:15 GMT+8 <a href=https://www.fool.com/investing/2022/06/15/why-nio-stock-is-on-fire-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedNio stock popped again today, and was trading up 7.77% on Wednesday. Shares of the electric vehicle (EV) maker zoomed by double digits ahead of today's product launch event. Suffice to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/15/why-nio-stock-is-on-fire-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4526":"热门中概股","NIO":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW","BK4099":"汽车制造商","BK4509":"腾讯概念","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念"},"source_url":"https://www.fool.com/investing/2022/06/15/why-nio-stock-is-on-fire-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243943082","content_text":"What happenedNio stock popped again today, and was trading up 7.77% on Wednesday. Shares of the electric vehicle (EV) maker zoomed by double digits ahead of today's product launch event. Suffice to say, Nio managed to impressed investors -- it didn't just launch a new EV, but also announced upgrades to existing ones along with a price hike.Meanwhile, at least two analysts reiterated their bullish views on Nio today as they see much stronger days ahead for the EV maker.So whatNio unveiled its new SUV, the ES7, today. The mid- to large-size SUV that will rival BMW X5L is now open for preorders, with Nio targeting Aug. 28 as the date of first delivery.Going by the buzz on social media, many are surprised by the ES7's stylish design. It is also Nio's fastest SUV to date, and is among the first passenger cars in China certified to tow a caravan or trailer.Image source: Nio.As I mentioned yesterday, the pricing of the ES7 was one of the most important factors to look out for as Nio's sales mix lately was skewing toward its low-priced trims. That where things get interesting.Nio has priced the ES7 along the lines of its larger SUV, the ES8, but its price under battery-as-a-service (BaaS) is still higher than that of the ES8. BaaS is a subscription-based rental program that gives prospective customers an option to buy vehicles without batteries at lower prices and instead rent and swap batteries when required.An equally big takeaway from today's launch event, though, was Nio announcing an upgrade to existing models with an advanced in-vehicle intelligence digital system called Alder, which includes a digital cockpit controller and better sensing capabilities and hardware, among other things.Nio made two smart moves today.First, since it's building cars with Alder now, it has raised prices of 2022 models of existing SUVs, the ES8, ES6, and EC6.Second, to ensure existing car owners don't feel let down, Nio is offering existing SUV owners an option to upgrade their cars to include Alder for a low cost, such that their effective cost of car after the Alder upgrade will still be lower than the 2022 model prices. It looks like a calculated move on Nio's part to retain customer loyalty.Now whatWhile the ES7 should start contributing to Nio's top line later this year, Deutsche Bank analyst Edison Yu projects Nio's sedans, the ES7 and ET5, will become the \"most desired premium cars in China this year, according to The Fly.Yu believes Nio is \"embarking on the most important product cycle in the company's history,\" and that Nio's deliveries should rapidly pick up pace as the year progresses. Yu has a price target of $45 a share on Nio. Mizuho analyst Vijay Rakesh also sees Nio growing faster in the second half of 2022 as lockdowns in China ease.Despite Nio already projecting a strong rebound in deliveries and margins from the third quarter, the EV stock plunged after first-quarter earnings. Investors bought the stock ahead of the launch event, though. Thankfully, Nio didn't disappoint investors who bought the promising growth stock on the dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063485317,"gmtCreate":1651507699428,"gmtModify":1676534918171,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"So is it still a company worth investing? ","listText":"So is it still a company worth investing? ","text":"So is it still a company worth investing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063485317","repostId":"2232746626","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084453339,"gmtCreate":1650908885136,"gmtModify":1676534812880,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084453339","repostId":"2230614999","repostType":4,"repost":{"id":"2230614999","kind":"news","pubTimestamp":1650890927,"share":"https://ttm.financial/m/news/2230614999?lang=&edition=fundamental","pubTime":"2022-04-25 20:48","market":"us","language":"en","title":"Apple - Time To Take Another Bite","url":"https://stock-news.laohu8.com/highlight/detail?id=2230614999","media":"seekingalpha","summary":"SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Record quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).</li><li>Apple is likely to announce another dividend increase and additional share buybacks in the Q2 earnings report.</li><li>Potential slowdowns in the June quarter due to China lockdowns and supply chain constraints may impact the share price in short-term but in long-term, the stock is a solid buy and hold.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea532592996230e7f06219ea644f8da4\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Sam Diephuis/DigitalVision via Getty Images</span></p><p>If you are an investor in growth and technology stocks, you are probably wondering when the sentiment is going to turn back around in favor of those stocks as a long-term investment. Starting in the fall of 2021, many of the top growth and technology stocks have fallen in price by 10 to 30% or more as interest rates are expected to rise, supply chain issues have impacted semiconductor production, and inflation has driven up prices. The price of Apple, Inc (NASDAQ:AAPL) stock rose to a high of nearly $183 before dropping back down to the current price of $161.79 as of market close on 4/22/22.</p><p>With the company due to report earnings after the market close on Wednesday, April 27, investors will be looking for clues to forward guidance in light of the current bearish market environment. It is my opinion that Apple will once again surprise with an earnings beat, and at the same time are likely to announce a new product, such as an iCar (which they filed a patent on), or the AR/VR headset that is rumored to be on the horizon, that will once again shake up the marketplace and raise the stock to a new level.</p><p>Considering the fundamental, technical, and macroeconomic factors, as well as investor sentiment and favorable shareholder actions, all indications are that Apple is fairly priced today but still offers a good value for the long-term investor. I rate Apple a Buy ahead of earnings, especially if the price drops below $160 in the next few days ahead of the report. In this article I want to explain my reasoning by considering each of the factors.</p><p><b>Fundamentally Sound</b></p><p>The current EV/EBITDA ratio is near a recent low based on the past 3 years history, currently at 19.97. The last time it was much lower than that was in summer of 2020 as the stock was recovering from the March 2020 low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/115a5774467bf3b71d1f9f1d7f592b0f\" tg-width=\"640\" tg-height=\"236\" width=\"100%\" height=\"auto\"/><span>AAPL 3-yr EV/EBITDA ratio (Seeking Alpha)</span></p><p>The forward P/E sits at about 26, which is slightly above the 5-year average, and slightly above the sector median. But Apple gets an A+ in Profitability based on SA quant factors, so the quality of earnings justifies the higher valuation. Apple is a cash flow machine with a net income margin of 26.5% and levered FCF margin of 21%. Operating cash flow growth is not too shabby either, at 26% YOY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8883d2c7a307f223544fedb9ae128b31\" tg-width=\"640\" tg-height=\"427\" width=\"100%\" height=\"auto\"/><span>Profitability grades (Seeking Alpha)</span></p><p>Profitability grades (Seeking Alpha)Revenue growth YOY is at 28.6% and EBITDA growth YOY sits at a whopping 50.5%. The trend in consensus EPS revisions has been moving upward with 26 up revisions in the past 3 months and only 1 down revision along with 24 up revenue revisions and 1 down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38b4f7a69a160f1011888f5077728006\" tg-width=\"640\" tg-height=\"222\" width=\"100%\" height=\"auto\"/><span>Consensus EPS Revisions (Seeking Alpha)</span></p><p>With about $64B in cash and an enterprise value of over $2.6T, Apple is financially sound and fundamentally strong. Company management under Tim Cook has been excellent at capital allocation and in capitalizing on additional service revenues above and beyond the core product lines of iPhones, wearables, Macs, iPads, and other hardware devices. Winning an Oscar for best picture on Apple TV+ did not hurt their business either.</p><p>In January, the company reported an all-time revenue record reaching $123.9B for the FY22 first quarter, up 11% YOY. All-time highs were reached for iPhone, Mac, Wearables, and Services revenues in that quarter.</p><p><b>Technically Speaking</b></p><p>The chart for Apple has shown some resistance recently as the stock attempts to reach new highs. AAPL stock is currently trading below the 6-month moving average and is starting to look oversold. The Money Flow index and RSI both indicate that the stock is becoming somewhat oversold.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccb51716a162d62f2cab44a7bb402e7f\" tg-width=\"640\" tg-height=\"472\" width=\"100%\" height=\"auto\"/><span>AAPL technical chart (TD Ameritrade)</span></p><p>Over the past 6 months AAPL stock has traded in a similar manner to the overall market and the technology sector (using XLK as a benchmark) but offering a higher return. The stock is finding support at the $150 level and could drop as low as that level before turning upward again if the earnings report is favorable, as I expect it will be.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/648f1a2d001c9cb72b6ceb8121641911\" tg-width=\"640\" tg-height=\"232\" width=\"100%\" height=\"auto\"/><span>AAPL Stock chart (Seeking Alpha)</span></p><p>What About Rising Rates, Supply Chain Issues, and Inflation?</p><p>There is some speculation that rising interest rates could negatively impact Apple’s forward earnings. That fear is partly responsible for the recent selloff in technology stocks, including Apple. However, the opposite may actually be true based on past events. In fact, according to this report, Apple is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best performing stocks when interest rates rise.</p><blockquote>Nine stocks in the S&P 500 — including information-technology giants like Advanced Micro Devices (<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and Apple as well as health care firm Bio-Techne (TECH) — have powered higher when interest rates entered periods of multiple Fed rate hikes since 1990, says an Investor's Business Daily analysis of data from LPL Financial and S&P Global Market Intelligence.</blockquote><p>Concerns about supply chain issues are valid and could impact Mac deliveries as well as iPhone demand as China endures further lockdowns related to Covid cases on the rise in Shanghai and other cities where Apple has a large manufacturing presence such as Zhengzhou, although one report states that manufacturing there is unaffected. Inflationary pressures due to rising commodity prices and reduced consumer demand due to concerns about the Ukraine war and impacts to the global economy may be reflected in the upcoming earnings report.</p><p>However, based on recent upward consensus earnings revisions and reports of growing consumer demand, I think that it is unlikely that a reduction in demand will be reflected in the current quarter’s earnings report. In fact, one source reports that the growing demand for iPhone 13 is helping Apple capture market share in the smartphone space.</p><blockquote>The Cupertino, California-based Apple accounted for 18% of the smartphone market, up from 15% in the first-quarter of 2021, even as overall smartphone shipments fell 11%, due to "unfavorable economic conditions and sluggish seasonal demand."</blockquote><blockquote>"While the iPhone 13 series continues to capture consumer demand, the new iPhone SE launched in March is becoming an important mid-range volume driver for Apple," Canalys Analyst Sanyam Chaurasia said in a statement.</blockquote><p><b>Investor Sentiment and Analyst Ratings</b></p><p>Wall Street analysts are bullish on Apple stock with 27 Strong Buy, 7 Buy, 1 Sell and 1 Strong Sell rating.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe377b4b2f8b7fd49a71f243b3a7fc4\" tg-width=\"517\" tg-height=\"295\" width=\"100%\" height=\"auto\"/><span>Analyst Ratings (Seeking Alpha)</span></p><p>The consensus of SA authors and current Quant ratings give AAPL a Hold rating overall. Often, just before an earnings report there are many conflicting opinions on whether to buy, sell, or hold Apple stock and this quarter is no exception with several recent articles published on SA that suggest selling the stock ahead of earnings.</p><p>Some analysts are expecting Apple to announce an increase in share buybacks, a dividend increase, or both.</p><blockquote>Apple typically announces its latest buyback and dividend strategies in conjunction with its March-quarter earnings, and this year’s update could be the “most incremental potential positive” element of Apple’s entire report, according to Wells Fargo analyst Aaron Rakers.</blockquote><blockquote>CFRA’s Angelo Zino sees the potential for a more buyback-heavy update, predicting a $100 billion increase to Apple’s share-repurchase authorization and a roughly 7% bump to its dividend.</blockquote><p>Chief Financial Officer Luca Maestri said on Apple’s last earnings call that the company expects to recognize record quarterly revenues in the March quarter, but that the YOY comparison may be challenging.</p><blockquote>We expect to achieve solid year-over-year revenue growth and set a March quarter revenue record despite significant supply constraints, which we estimate to be less than what we experienced during the December quarter. We expect our revenue growth rate to decelerate from the December quarter, primarily due to 2 factors. First, during the March quarter a year ago, we grew revenue by 54%. Remember that last year, we launched our new iPhones during the December quarter. While this year, we launched them during the September quarter. Due to the later launch a year ago, some of the associated channel inventory fill occurred during the March quarter last year. As a result of the different launch timing, we will face a more challenging year-over-year compare.</blockquote><p>Shareholder Actions – Dividends and Buybacks</p><p>Apple has been paying a small but growing dividend and most recently declared a cash dividend of $0.22 per share of common stock payable on February 10, 2022, to shareholders of record as of February 7, 2022. The dividend was increased by 7% in the March 2021 quarter and represents 9 years of consecutive dividend increases as shown in the dividend history chart from the Seeking Alpha Dividends page for AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/345f4ee69e9bb5548c5ff561edca975c\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"/><span>AAPL Dividend History (Seeking Alpha)</span></p><p>The current yield sits at about 0.5% and the 4-year average dividend yield is 1%. However, the 5-year yield on cost is currently at about 2.5%, so for dividend growth investors who plan to hold the stock long-term that is an appealing consideration.</p><p>In the March 2021 quarter, the dividend increase and share repurchase announcement included good news for Apple investors as explained by CFO Luca Maestri:</p><blockquote>As we continue to execute at an extremely high level, we were also able to return nearly $23 billion to shareholders during the March quarter. This included $3.4 billion in dividends and equivalents and $19 billion through open market repurchases of 147 million Apple shares. We continue to believe there is great value in our stock and maintain our target of reaching a net cash neutral position over time.</blockquote><blockquote>Given the confidence we have in our business today and into the future, our Board has authorized an additional $90 billion for share repurchases. We're also raising our dividend by 7% to $0.22 per share, and we continue to plan for annual increases in the dividend going forward.</blockquote><p>Given that announcement and the record revenues recognized in the December quarter, analysts and investors are expecting another dividend increase and additional share repurchases to be announced in the upcoming earnings report on April 27.</p><p><b>Looking Ahead with Caution</b></p><p>One potential caution for investors to look for in the earnings report for the quarter ending in March is the outlook and guidance for the next quarter ending in June. Ongoing lockdowns in China and continuing supply chain issues may not have had a detrimental impact on the early part of 2022 but could negatively impact earnings for the second quarter (which is Apple’s fiscal Q3).</p><p>According to some analysts the shipments of Macs could be impacted by ongoing lockdowns and supply chain disruptions in China:</p><blockquote>Huberty cautioned that COVID-related lockdowns in major China manufacturing hubs, such as Shanghai, Kunshan, and Zhengzhou, could cause Apple to "take a more cautious stance when providing commentary on the June quarter given the unpredictable nature of potential future lockdowns.</blockquote><p>Another analyst gave a neutral rating on Apple stock given the uncertainty around China:</p><blockquote>Crockett set a price target of $184 a share on Apple's stock in addition to setting his neutral rating on the company's shares. Crockett said that while Apple saw its Mac and iPad businesses get a boost due to the COVID-19 pandemic, and the company had a strong new iPhone release last year, it is facing new obstacles coming from China, where many of its products are made.</blockquote><p>Earnings are also due next week for Alphabet (GOOG), Amazon (AMZN) and Meta (FB). If any of those megacap tech stocks have a poor earnings report or suggest a slowdown in consumer spending that could have a negative impact on Apple stock as well.</p><p>I am long AAPL and holding in my No Guts No Glory portfolio as a core long-term position. I will be looking to add to my position if the price drops below $160.</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>Apple - Time To Take Another Bite</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple - Time To Take Another Bite\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 20:48 GMT+8 <a href=https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).Apple is likely to announce another dividend increase and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4553":"喜马拉雅资本持仓","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4571":"数字音乐概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4566":"资本集团","BK4575":"芯片概念","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","AAPL":"苹果","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2230614999","content_text":"SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).Apple is likely to announce another dividend increase and additional share buybacks in the Q2 earnings report.Potential slowdowns in the June quarter due to China lockdowns and supply chain constraints may impact the share price in short-term but in long-term, the stock is a solid buy and hold.Sam Diephuis/DigitalVision via Getty ImagesIf you are an investor in growth and technology stocks, you are probably wondering when the sentiment is going to turn back around in favor of those stocks as a long-term investment. Starting in the fall of 2021, many of the top growth and technology stocks have fallen in price by 10 to 30% or more as interest rates are expected to rise, supply chain issues have impacted semiconductor production, and inflation has driven up prices. The price of Apple, Inc (NASDAQ:AAPL) stock rose to a high of nearly $183 before dropping back down to the current price of $161.79 as of market close on 4/22/22.With the company due to report earnings after the market close on Wednesday, April 27, investors will be looking for clues to forward guidance in light of the current bearish market environment. It is my opinion that Apple will once again surprise with an earnings beat, and at the same time are likely to announce a new product, such as an iCar (which they filed a patent on), or the AR/VR headset that is rumored to be on the horizon, that will once again shake up the marketplace and raise the stock to a new level.Considering the fundamental, technical, and macroeconomic factors, as well as investor sentiment and favorable shareholder actions, all indications are that Apple is fairly priced today but still offers a good value for the long-term investor. I rate Apple a Buy ahead of earnings, especially if the price drops below $160 in the next few days ahead of the report. In this article I want to explain my reasoning by considering each of the factors.Fundamentally SoundThe current EV/EBITDA ratio is near a recent low based on the past 3 years history, currently at 19.97. The last time it was much lower than that was in summer of 2020 as the stock was recovering from the March 2020 low.AAPL 3-yr EV/EBITDA ratio (Seeking Alpha)The forward P/E sits at about 26, which is slightly above the 5-year average, and slightly above the sector median. But Apple gets an A+ in Profitability based on SA quant factors, so the quality of earnings justifies the higher valuation. Apple is a cash flow machine with a net income margin of 26.5% and levered FCF margin of 21%. Operating cash flow growth is not too shabby either, at 26% YOY.Profitability grades (Seeking Alpha)Profitability grades (Seeking Alpha)Revenue growth YOY is at 28.6% and EBITDA growth YOY sits at a whopping 50.5%. The trend in consensus EPS revisions has been moving upward with 26 up revisions in the past 3 months and only 1 down revision along with 24 up revenue revisions and 1 down.Consensus EPS Revisions (Seeking Alpha)With about $64B in cash and an enterprise value of over $2.6T, Apple is financially sound and fundamentally strong. Company management under Tim Cook has been excellent at capital allocation and in capitalizing on additional service revenues above and beyond the core product lines of iPhones, wearables, Macs, iPads, and other hardware devices. Winning an Oscar for best picture on Apple TV+ did not hurt their business either.In January, the company reported an all-time revenue record reaching $123.9B for the FY22 first quarter, up 11% YOY. All-time highs were reached for iPhone, Mac, Wearables, and Services revenues in that quarter.Technically SpeakingThe chart for Apple has shown some resistance recently as the stock attempts to reach new highs. AAPL stock is currently trading below the 6-month moving average and is starting to look oversold. The Money Flow index and RSI both indicate that the stock is becoming somewhat oversold.AAPL technical chart (TD Ameritrade)Over the past 6 months AAPL stock has traded in a similar manner to the overall market and the technology sector (using XLK as a benchmark) but offering a higher return. The stock is finding support at the $150 level and could drop as low as that level before turning upward again if the earnings report is favorable, as I expect it will be.AAPL Stock chart (Seeking Alpha)What About Rising Rates, Supply Chain Issues, and Inflation?There is some speculation that rising interest rates could negatively impact Apple’s forward earnings. That fear is partly responsible for the recent selloff in technology stocks, including Apple. However, the opposite may actually be true based on past events. In fact, according to this report, Apple is one of the best performing stocks when interest rates rise.Nine stocks in the S&P 500 — including information-technology giants like Advanced Micro Devices (AMD) and Apple as well as health care firm Bio-Techne (TECH) — have powered higher when interest rates entered periods of multiple Fed rate hikes since 1990, says an Investor's Business Daily analysis of data from LPL Financial and S&P Global Market Intelligence.Concerns about supply chain issues are valid and could impact Mac deliveries as well as iPhone demand as China endures further lockdowns related to Covid cases on the rise in Shanghai and other cities where Apple has a large manufacturing presence such as Zhengzhou, although one report states that manufacturing there is unaffected. Inflationary pressures due to rising commodity prices and reduced consumer demand due to concerns about the Ukraine war and impacts to the global economy may be reflected in the upcoming earnings report.However, based on recent upward consensus earnings revisions and reports of growing consumer demand, I think that it is unlikely that a reduction in demand will be reflected in the current quarter’s earnings report. In fact, one source reports that the growing demand for iPhone 13 is helping Apple capture market share in the smartphone space.The Cupertino, California-based Apple accounted for 18% of the smartphone market, up from 15% in the first-quarter of 2021, even as overall smartphone shipments fell 11%, due to \"unfavorable economic conditions and sluggish seasonal demand.\"\"While the iPhone 13 series continues to capture consumer demand, the new iPhone SE launched in March is becoming an important mid-range volume driver for Apple,\" Canalys Analyst Sanyam Chaurasia said in a statement.Investor Sentiment and Analyst RatingsWall Street analysts are bullish on Apple stock with 27 Strong Buy, 7 Buy, 1 Sell and 1 Strong Sell rating.Analyst Ratings (Seeking Alpha)The consensus of SA authors and current Quant ratings give AAPL a Hold rating overall. Often, just before an earnings report there are many conflicting opinions on whether to buy, sell, or hold Apple stock and this quarter is no exception with several recent articles published on SA that suggest selling the stock ahead of earnings.Some analysts are expecting Apple to announce an increase in share buybacks, a dividend increase, or both.Apple typically announces its latest buyback and dividend strategies in conjunction with its March-quarter earnings, and this year’s update could be the “most incremental potential positive” element of Apple’s entire report, according to Wells Fargo analyst Aaron Rakers.CFRA’s Angelo Zino sees the potential for a more buyback-heavy update, predicting a $100 billion increase to Apple’s share-repurchase authorization and a roughly 7% bump to its dividend.Chief Financial Officer Luca Maestri said on Apple’s last earnings call that the company expects to recognize record quarterly revenues in the March quarter, but that the YOY comparison may be challenging.We expect to achieve solid year-over-year revenue growth and set a March quarter revenue record despite significant supply constraints, which we estimate to be less than what we experienced during the December quarter. We expect our revenue growth rate to decelerate from the December quarter, primarily due to 2 factors. First, during the March quarter a year ago, we grew revenue by 54%. Remember that last year, we launched our new iPhones during the December quarter. While this year, we launched them during the September quarter. Due to the later launch a year ago, some of the associated channel inventory fill occurred during the March quarter last year. As a result of the different launch timing, we will face a more challenging year-over-year compare.Shareholder Actions – Dividends and BuybacksApple has been paying a small but growing dividend and most recently declared a cash dividend of $0.22 per share of common stock payable on February 10, 2022, to shareholders of record as of February 7, 2022. The dividend was increased by 7% in the March 2021 quarter and represents 9 years of consecutive dividend increases as shown in the dividend history chart from the Seeking Alpha Dividends page for AAPL.AAPL Dividend History (Seeking Alpha)The current yield sits at about 0.5% and the 4-year average dividend yield is 1%. However, the 5-year yield on cost is currently at about 2.5%, so for dividend growth investors who plan to hold the stock long-term that is an appealing consideration.In the March 2021 quarter, the dividend increase and share repurchase announcement included good news for Apple investors as explained by CFO Luca Maestri:As we continue to execute at an extremely high level, we were also able to return nearly $23 billion to shareholders during the March quarter. This included $3.4 billion in dividends and equivalents and $19 billion through open market repurchases of 147 million Apple shares. We continue to believe there is great value in our stock and maintain our target of reaching a net cash neutral position over time.Given the confidence we have in our business today and into the future, our Board has authorized an additional $90 billion for share repurchases. We're also raising our dividend by 7% to $0.22 per share, and we continue to plan for annual increases in the dividend going forward.Given that announcement and the record revenues recognized in the December quarter, analysts and investors are expecting another dividend increase and additional share repurchases to be announced in the upcoming earnings report on April 27.Looking Ahead with CautionOne potential caution for investors to look for in the earnings report for the quarter ending in March is the outlook and guidance for the next quarter ending in June. Ongoing lockdowns in China and continuing supply chain issues may not have had a detrimental impact on the early part of 2022 but could negatively impact earnings for the second quarter (which is Apple’s fiscal Q3).According to some analysts the shipments of Macs could be impacted by ongoing lockdowns and supply chain disruptions in China:Huberty cautioned that COVID-related lockdowns in major China manufacturing hubs, such as Shanghai, Kunshan, and Zhengzhou, could cause Apple to \"take a more cautious stance when providing commentary on the June quarter given the unpredictable nature of potential future lockdowns.Another analyst gave a neutral rating on Apple stock given the uncertainty around China:Crockett set a price target of $184 a share on Apple's stock in addition to setting his neutral rating on the company's shares. Crockett said that while Apple saw its Mac and iPad businesses get a boost due to the COVID-19 pandemic, and the company had a strong new iPhone release last year, it is facing new obstacles coming from China, where many of its products are made.Earnings are also due next week for Alphabet (GOOG), Amazon (AMZN) and Meta (FB). If any of those megacap tech stocks have a poor earnings report or suggest a slowdown in consumer spending that could have a negative impact on Apple stock as well.I am long AAPL and holding in my No Guts No Glory portfolio as a core long-term position. I will be looking to add to my position if the price drops below $160.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018790220,"gmtCreate":1649085415743,"gmtModify":1676534448007,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Alright ","listText":"Alright ","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018790220","repostId":"2224816375","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091542362,"gmtCreate":1643907744582,"gmtModify":1676533870335,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Sounds like a good opportunity","listText":"Sounds like a good opportunity","text":"Sounds like a good opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091542362","repostId":"1104031835","repostType":4,"repost":{"id":"1104031835","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643900348,"share":"https://ttm.financial/m/news/1104031835?lang=&edition=fundamental","pubTime":"2022-02-03 22:59","market":"us","language":"en","title":"Amazon Slid Over 6% Ahead of Posting Its Financial Result","url":"https://stock-news.laohu8.com/highlight/detail?id=1104031835","media":"Tiger Newspress","summary":"Amazon slid over 6% ahead of posting its financial result.Amazon is due with its Q4 results in the a","content":"<html><head></head><body><p>Amazon slid over 6% ahead of posting its financial result.</p><p><img src=\"https://static.tigerbbs.com/c3f5b682826e14aad1cf1cd7c2192e1b\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\"/></p><p>Amazon is due with its Q4 results in the after-hours today, and is expected to report a profit of $3.43 per share on revenue of $137.6 billion, according to Capital IQ.</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 Slid Over 6% Ahead of Posting Its Financial Result</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 Slid Over 6% Ahead of Posting Its Financial Result\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\">2022-02-03 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon slid over 6% ahead of posting its financial result.</p><p><img src=\"https://static.tigerbbs.com/c3f5b682826e14aad1cf1cd7c2192e1b\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\"/></p><p>Amazon is due with its Q4 results in the after-hours today, and is expected to report a profit of $3.43 per share on revenue of $137.6 billion, according to Capital IQ.</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":"1104031835","content_text":"Amazon slid over 6% ahead of posting its financial result.Amazon is due with its Q4 results in the after-hours today, and is expected to report a profit of $3.43 per share on revenue of $137.6 billion, according to Capital IQ.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090616562,"gmtCreate":1643163261677,"gmtModify":1676533780911,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"One of the better stocks!","listText":"One of the better stocks!","text":"One of the better stocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090616562","repostId":"2206832219","repostType":4,"repost":{"id":"2206832219","kind":"highlight","pubTimestamp":1643158655,"share":"https://ttm.financial/m/news/2206832219?lang=&edition=fundamental","pubTime":"2022-01-26 08:57","market":"us","language":"en","title":"3 Reasons to Buy Apple Stock in 2022 -- And Never Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2206832219","media":"Motley Fool","summary":"Winners keep on winning.","content":"<html><head></head><body><p>Tech giant <b>Apple</b> (NASDAQ:AAPL) is one of the largest corporations in the world, boasting a monster market cap of $2.7 trillion. It may be difficult to believe that the California-based company still has significant room to grow at these levels.</p><p>But lots of things that are hard to believe are true, and although Apple has smoked the broader market in the past decade, there remains plenty of fuel left in its growth engine. Let's look at three reasons why the tech juggernaut is worth buying and holding onto for a very long time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee73b8e225d7503d7c5981298b9985e0\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>AAPL data by YCharts</span></p><h2>1. iPhone sales are still going strong</h2><p>Apple's signature device, the iPhone, was first released in 2007. And while it has become one of the leading smartphones on the market, new releases of the iPhone still generate quite a lot of buzz -- more than 14 years after it was first introduced. Perhaps more importantly, iPhone models continue to generate robust sales for the tech company.</p><p>During Apple's fourth quarter of its fiscal year 2021, which ended on Sept. 25, 2021, Apple generated $38.9 billion in sales from its iPhone segment, representing a 47% jump compared to the year-ago period. Some analysts had predicted that excitement surrounding new iPhone releases would eventually die down, and sales of the products would plummet as a result.</p><p>True, new releases of the product no longer produce the level of enthusiasm they did back in the late 2000s, but even after all these years, the iPhone lives on, and in a big way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3110c41720f951ef1584acec7a5b4aa7\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>2. Apple's booming services segment</h2><p>Over the past five years, Apple's services unit has become increasingly important. The company records revenue associated with subscription-based (and other) services in this segment. It includes Apple TV+ revenue, iCloud-related services, Apple Pay, and many other things. During the company's fiscal year 2021, this business was the second largest in sales, only behind the iPhone segment.</p><p>Apple's services revenue came in at $68.4 billion for the year, growing 27.3% compared to the fiscal year 2020. One major perk of this unit is that it boasts juicier margins than the rest of Apple's business. In its fiscal year 2021, the company's gross margin was 41.8%. Apple's product gross margin came in at 35.3%, compared to 69.7% for its services unit.</p><p>As the tech giant continues to grow this segment, it will have an increasingly positive impact on its bottom line. And that bodes well for the company's future.</p><h2>3. Brand names matter</h2><p>Companies that survive the test of time tend to have one thing in common: a competitive advantage. Of course, that can come in many different forms, be it from high switching costs, the network effect, or intangible assets such as patents and copyrights. Apple also has a solid competitive edge, namely its brand name (an intangible asset).</p><p>Businesses with solid reputations and influential brand names continue to attract customers even when they face strong competitors with similar or exchangeable products. Apple routinely ranks near (or at) the top in lists of companies with the most valuable brand names. For instance, in <i>Forbes</i>' 2020 iteration of its annual ranking, Apple came in at number 1.</p><p>At this point, the company could sell almost anything at a premium by merely branding it with its prized logo. That's something that will help maintain the company's lead over its peers while it keeps delivering solid returns for its shareholders.</p><h2>Don't jump off this ship</h2><p>Every company faces obstacles, and Apple has recently encountered its share of headwinds. Most notably, the company's supply chain issues have hindered its ability to meet the demand for certain products. Apple is managing to perform well despite these struggles, but competitive pressures and regulatory problems in countries such as China could weigh on the company in the future.</p><p>Investors shouldn't ignore these issues and others that could arise. However, even with these caveats taken into account, Apple's overall business looks rock-solid. Considering the company has such a stronghold on the market, its price to sales (P/S) ratio of 7.6 looks more than reasonable when compared to the broader tech sector's P/S of 30.8. This coupled with a valuation approaching $3 trillion, the tech company is an excellent buy-and-hold stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Apple Stock in 2022 -- And Never Sell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Buy Apple Stock in 2022 -- And Never Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-26 08:57 GMT+8 <a href=https://www.fool.com/investing/2022/01/25/3-reasons-to-buy-apple-stock-in-2022-and-never-sel/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech giant Apple (NASDAQ:AAPL) is one of the largest corporations in the world, boasting a monster market cap of $2.7 trillion. It may be difficult to believe that the California-based company still ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/25/3-reasons-to-buy-apple-stock-in-2022-and-never-sel/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4566":"资本集团","BK4501":"段永平概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","AAPL":"苹果","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/25/3-reasons-to-buy-apple-stock-in-2022-and-never-sel/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206832219","content_text":"Tech giant Apple (NASDAQ:AAPL) is one of the largest corporations in the world, boasting a monster market cap of $2.7 trillion. It may be difficult to believe that the California-based company still has significant room to grow at these levels.But lots of things that are hard to believe are true, and although Apple has smoked the broader market in the past decade, there remains plenty of fuel left in its growth engine. Let's look at three reasons why the tech juggernaut is worth buying and holding onto for a very long time.AAPL data by YCharts1. iPhone sales are still going strongApple's signature device, the iPhone, was first released in 2007. And while it has become one of the leading smartphones on the market, new releases of the iPhone still generate quite a lot of buzz -- more than 14 years after it was first introduced. Perhaps more importantly, iPhone models continue to generate robust sales for the tech company.During Apple's fourth quarter of its fiscal year 2021, which ended on Sept. 25, 2021, Apple generated $38.9 billion in sales from its iPhone segment, representing a 47% jump compared to the year-ago period. Some analysts had predicted that excitement surrounding new iPhone releases would eventually die down, and sales of the products would plummet as a result.True, new releases of the product no longer produce the level of enthusiasm they did back in the late 2000s, but even after all these years, the iPhone lives on, and in a big way.Image source: Getty Images.2. Apple's booming services segmentOver the past five years, Apple's services unit has become increasingly important. The company records revenue associated with subscription-based (and other) services in this segment. It includes Apple TV+ revenue, iCloud-related services, Apple Pay, and many other things. During the company's fiscal year 2021, this business was the second largest in sales, only behind the iPhone segment.Apple's services revenue came in at $68.4 billion for the year, growing 27.3% compared to the fiscal year 2020. One major perk of this unit is that it boasts juicier margins than the rest of Apple's business. In its fiscal year 2021, the company's gross margin was 41.8%. Apple's product gross margin came in at 35.3%, compared to 69.7% for its services unit.As the tech giant continues to grow this segment, it will have an increasingly positive impact on its bottom line. And that bodes well for the company's future.3. Brand names matterCompanies that survive the test of time tend to have one thing in common: a competitive advantage. Of course, that can come in many different forms, be it from high switching costs, the network effect, or intangible assets such as patents and copyrights. Apple also has a solid competitive edge, namely its brand name (an intangible asset).Businesses with solid reputations and influential brand names continue to attract customers even when they face strong competitors with similar or exchangeable products. Apple routinely ranks near (or at) the top in lists of companies with the most valuable brand names. For instance, in Forbes' 2020 iteration of its annual ranking, Apple came in at number 1.At this point, the company could sell almost anything at a premium by merely branding it with its prized logo. That's something that will help maintain the company's lead over its peers while it keeps delivering solid returns for its shareholders.Don't jump off this shipEvery company faces obstacles, and Apple has recently encountered its share of headwinds. Most notably, the company's supply chain issues have hindered its ability to meet the demand for certain products. Apple is managing to perform well despite these struggles, but competitive pressures and regulatory problems in countries such as China could weigh on the company in the future.Investors shouldn't ignore these issues and others that could arise. However, even with these caveats taken into account, Apple's overall business looks rock-solid. Considering the company has such a stronghold on the market, its price to sales (P/S) ratio of 7.6 looks more than reasonable when compared to the broader tech sector's P/S of 30.8. This coupled with a valuation approaching $3 trillion, the tech company is an excellent buy-and-hold stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090380634,"gmtCreate":1643082503911,"gmtModify":1676533772563,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Good closing","listText":"Good closing","text":"Good closing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090380634","repostId":"2206888965","repostType":4,"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090052986,"gmtCreate":1643040360896,"gmtModify":1676533767958,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090052986","repostId":"1153487783","repostType":4,"repost":{"id":"1153487783","kind":"news","pubTimestamp":1643036174,"share":"https://ttm.financial/m/news/1153487783?lang=&edition=fundamental","pubTime":"2022-01-24 22:56","market":"us","language":"en","title":"Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer","url":"https://stock-news.laohu8.com/highlight/detail?id=1153487783","media":"Seeking Alpha","summary":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the st","content":"<html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is "too much uncertainty in the near term" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after "thinking through potential scenarios for what happens next" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.</li><li>"Netflix subscribers are going nowhere," Uerkwitz said. "However, the cost of acquiring the incremental subscriber has likely become too high."</li><li>Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>"The best content slate we've seen is doing little to drive [subscriber] growth," Uerkwitz said. "If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library."</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its "Streaming Unwrapped 2021" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer</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\">\nNetflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 22:56 GMT+8 <a href=https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090052025,"gmtCreate":1643040332470,"gmtModify":1676533767959,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090052025","repostId":"2205802723","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004728327,"gmtCreate":1642694480881,"gmtModify":1676533736932,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Good stuff ","listText":"Good stuff ","text":"Good stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004728327","repostId":"1126677206","repostType":4,"repost":{"id":"1126677206","kind":"news","pubTimestamp":1642687281,"share":"https://ttm.financial/m/news/1126677206?lang=&edition=fundamental","pubTime":"2022-01-20 22:01","market":"us","language":"en","title":"Apple Stock: How To Trade It Before And After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1126677206","media":"TheStreet","summary":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what","content":"<html><head></head><body><p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.</p><p>Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.</p><p>Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park, in Cupertino, CA.</span></p><p><b>Buy AAPL on earnings day</b></p><p>Have you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has <i>not</i> traded in line with the mantra during earnings seasons.</p><p>A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to <i>underperform</i> its own two-week average ahead of the earnings release; but then the price tends to <i>spike</i> shortly after the results are published.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dbcbd828ea8b0f101472179795433cf\" tg-width=\"892\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Median 2-week returns, Earnings vs. non-earnings.</span></p><p>Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.</p><p>After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.</p><p>The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.</p><p><b>Consider seasonality</b></p><p>Looking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.</p><p>While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815dafc7decf67564014bbbd36f5cf1a\" tg-width=\"1238\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average monthly returns vs. S&P 500 (seasonality).</span></p><p>The better news is that February tends to mark a long, four-month period of outperformance over the S&P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.</p><p><b>Don’t forget fundamentals and value</b></p><p>Of course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.</p><p>I believe that the Cupertno company continues to be one of the best (if not <i>the</i> best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.</p><p>Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How To Trade It Before And After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How To Trade It Before And After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 22:01 GMT+8 <a href=https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126677206","content_text":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?Figure 1: Apple Park, in Cupertino, CA.Buy AAPL on earnings dayHave you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has not traded in line with the mantra during earnings seasons.A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to underperform its own two-week average ahead of the earnings release; but then the price tends to spike shortly after the results are published.Figure 2: Median 2-week returns, Earnings vs. non-earnings.Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.Consider seasonalityLooking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.Figure 3: Average monthly returns vs. S&P 500 (seasonality).The better news is that February tends to mark a long, four-month period of outperformance over the S&P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.Don’t forget fundamentals and valueOf course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.I believe that the Cupertno company continues to be one of the best (if not the best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004280344,"gmtCreate":1642608505917,"gmtModify":1676533727520,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Agreed ","listText":"Agreed ","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004280344","repostId":"1125277238","repostType":4,"repost":{"id":"1125277238","kind":"news","pubTimestamp":1642555274,"share":"https://ttm.financial/m/news/1125277238?lang=&edition=fundamental","pubTime":"2022-01-19 09:21","market":"us","language":"en","title":"Netflix Will Cost More, but You'll Pay Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1125277238","media":"Motley Fool","summary":"Key PointsNetflix prices moved higher on Friday, with the standard plan increasing from $13.99 a mon","content":"<html><head></head><body><p>Key Points</p><ul><li>Netflix prices moved higher on Friday, with the standard plan increasing from $13.99 a month to $15.49.</li><li>This is the sixth time in the last eight years that Netflix viewers on its most popular plan have seen a rate hike.</li><li>The company knows what it's doing.</li></ul><p><b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p>In many ways, it wan't a surprise to see<b>Netflix</b> (NASDAQ:NFLX)raise its monthly rates over the weekend. The leading video service has now come through with increases on its most popular plan for U.S. subscribers six times over the past eight years. We've seen Netflix go from $7.99 a month in the springtime of 2014 for its standard plan to$15.49 a monthon Friday, a 94% increase in that time.</p><p>Netflix monthly ransoms have eclipsed inflation. The growth rates have probably outpaced what those of you who have yet to cut the cord are paying for your cable or satellite television service. However, Netflix will be just fine. It's now the priciest of the premium streaming services, but you're probably not going to cancel your plan.</p><p>Raising prices has always been part of the growing process at Netflix. There may be an outlier here or there in select territories where it needs to be more aggressive (like the move toslash rates in Indiaby 19% to 60% last month), but the direction is generally higher as the audience and its content catalog expand.</p><p>Any increase is a gamble, and we have sometimes seen growth take a hit after an increase. It's been temporary to this point. As shocking as it is to see a 94% domestic increase in the form of six pricing upticks, every move has taken place with Netflix entertaining more subscribers than it had at the previous hike.</p><p>Taking its standard plan's monthly pricing from $13.99 to $15.49 is not insignificant. It's the second largest increase in terms of dollars, dwarfed only by the $2 move from $10.99 to $12.99 a month three years ago. The latest increase also makes Netflix the most expensive streaming service, surpassing the ad-free tier of <b>AT&T</b>'s HBO Max at $14.99 a month. Again, Netflix will be just fine.</p><p>You know what has grown even faster than this 94% increase? The amount of money that Netflix spends on content. A growing audience benefits Netflix, of course, but it also helps viewers. The money that Netflix is making -- as a result of its growing audience -- is outpacing its membership growth. It has more money to spend on content. The cadence of Netflix releases of original TV shows and movies along with the older licensed content it acquires is always increasing. The pace is even more remarkable in terms of international markets now that Netflix has the breadth to earmark more money to different areas. It's the scalability of the business paying off.</p><p>It's not a surprise that Netflix is routinely shattering its viewership records.<i>Squid Game</i>raised the bar in terms of the sum of Netflix viewers for a TV show in its latest quarter. On the original-movies front, it wouldn't be a shock to hear Netflix announce later this week in its earnings call that<i>Don't Look Up</i>is about to break the record set by<i>Red Notice</i>just last month.</p><p>Netflix will get to the point where it has overplayed its elasticity. It won't be pretty, and the same scalability that has been so explosive in terms of content spend on the way up will be tested on the way down. It doesn't mean folks will be trying to splice the cord they cut back together. Cable and satellite TV are toast. Those prices<i>do</i>keep inching higher every year, and you're getting less. Linear TV is no longer a complete platform the way it was a decade ago, because those viewers no longer have all of the content that everyone's talking about. The real competition for Netflix is the rival streaming services. But, unlike cable and satellite TV, it's not as if folks are choosing just one platform.</p><p>Years ago, I called Netflix the "basic cable" ofstreaming service companies, and that continues to be the case. It's the default streaming service in most homes, and viewers just cherry-pick from the rest based on budgets and preferences. Every price increase introduces uncertainty, and it will be interesting to see why Netflix went for $15.49 instead of $14.99 given the industry's psychological barrier with the $15 ceiling that was just shattered. Then again, Netflix likes to break things -- and over time that has proved to be the right way to go.</p><p></p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Will Cost More, but You'll Pay Up</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\">\nNetflix Will Cost More, but You'll Pay Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 09:21 GMT+8 <a href=https://www.fool.com/investing/2022/01/18/netflix-will-cost-more-but-youll-pay-up/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsNetflix prices moved higher on Friday, with the standard plan increasing from $13.99 a month to $15.49.This is the sixth time in the last eight years that Netflix viewers on its most popular...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/18/netflix-will-cost-more-but-youll-pay-up/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/01/18/netflix-will-cost-more-but-youll-pay-up/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125277238","content_text":"Key PointsNetflix prices moved higher on Friday, with the standard plan increasing from $13.99 a month to $15.49.This is the sixth time in the last eight years that Netflix viewers on its most popular plan have seen a rate hike.The company knows what it's doing.Motley Fool Issues Rare “All In” Buy AlertIn many ways, it wan't a surprise to seeNetflix (NASDAQ:NFLX)raise its monthly rates over the weekend. The leading video service has now come through with increases on its most popular plan for U.S. subscribers six times over the past eight years. We've seen Netflix go from $7.99 a month in the springtime of 2014 for its standard plan to$15.49 a monthon Friday, a 94% increase in that time.Netflix monthly ransoms have eclipsed inflation. The growth rates have probably outpaced what those of you who have yet to cut the cord are paying for your cable or satellite television service. However, Netflix will be just fine. It's now the priciest of the premium streaming services, but you're probably not going to cancel your plan.Raising prices has always been part of the growing process at Netflix. There may be an outlier here or there in select territories where it needs to be more aggressive (like the move toslash rates in Indiaby 19% to 60% last month), but the direction is generally higher as the audience and its content catalog expand.Any increase is a gamble, and we have sometimes seen growth take a hit after an increase. It's been temporary to this point. As shocking as it is to see a 94% domestic increase in the form of six pricing upticks, every move has taken place with Netflix entertaining more subscribers than it had at the previous hike.Taking its standard plan's monthly pricing from $13.99 to $15.49 is not insignificant. It's the second largest increase in terms of dollars, dwarfed only by the $2 move from $10.99 to $12.99 a month three years ago. The latest increase also makes Netflix the most expensive streaming service, surpassing the ad-free tier of AT&T's HBO Max at $14.99 a month. Again, Netflix will be just fine.You know what has grown even faster than this 94% increase? The amount of money that Netflix spends on content. A growing audience benefits Netflix, of course, but it also helps viewers. The money that Netflix is making -- as a result of its growing audience -- is outpacing its membership growth. It has more money to spend on content. The cadence of Netflix releases of original TV shows and movies along with the older licensed content it acquires is always increasing. The pace is even more remarkable in terms of international markets now that Netflix has the breadth to earmark more money to different areas. It's the scalability of the business paying off.It's not a surprise that Netflix is routinely shattering its viewership records.Squid Gameraised the bar in terms of the sum of Netflix viewers for a TV show in its latest quarter. On the original-movies front, it wouldn't be a shock to hear Netflix announce later this week in its earnings call thatDon't Look Upis about to break the record set byRed Noticejust last month.Netflix will get to the point where it has overplayed its elasticity. It won't be pretty, and the same scalability that has been so explosive in terms of content spend on the way up will be tested on the way down. It doesn't mean folks will be trying to splice the cord they cut back together. Cable and satellite TV are toast. Those pricesdokeep inching higher every year, and you're getting less. Linear TV is no longer a complete platform the way it was a decade ago, because those viewers no longer have all of the content that everyone's talking about. The real competition for Netflix is the rival streaming services. But, unlike cable and satellite TV, it's not as if folks are choosing just one platform.Years ago, I called Netflix the \"basic cable\" ofstreaming service companies, and that continues to be the case. It's the default streaming service in most homes, and viewers just cherry-pick from the rest based on budgets and preferences. Every price increase introduces uncertainty, and it will be interesting to see why Netflix went for $15.49 instead of $14.99 given the industry's psychological barrier with the $15 ceiling that was just shattered. Then again, Netflix likes to break things -- and over time that has proved to be the right way to go.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004097309,"gmtCreate":1642437080370,"gmtModify":1676533710659,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Totally agree!","listText":"Totally agree!","text":"Totally agree!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004097309","repostId":"2204775898","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005605992,"gmtCreate":1642266612027,"gmtModify":1676533696600,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Thanks for sharing. ","listText":"Thanks for sharing. ","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005605992","repostId":"2203126977","repostType":4,"repost":{"id":"2203126977","kind":"highlight","pubTimestamp":1642174200,"share":"https://ttm.financial/m/news/2203126977?lang=&edition=fundamental","pubTime":"2022-01-14 23:30","market":"us","language":"en","title":"Are Electric Vehicle Stocks Overhyped?","url":"https://stock-news.laohu8.com/highlight/detail?id=2203126977","media":"Motley Fool","summary":"The short answer: Almost definitely.","content":"<html><head></head><body><p>The excitement around electric vehicle stocks is palpable. From <b>Rivian</b> (NASDAQ:RIVN) at a $76 billion market cap with no revenue to <b>Tesla</b> (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.</p><p>And why wouldn't they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn't mean they will be great investments over the next decade. Just ask <b>Cisco Systems</b> investors who bought stock in 1999 and 2000.</p><p>Are electric vehicle stocks overhyped? Yes. Let me explain why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90344f91dac6378d78934846de60ce59\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Growth is strong, and the market opportunity is massive</h2><p>To start out, let's give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.</p><p>In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.</p><p>Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.</p><h2>Margins will be low</h2><p>While the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let's look at <b>Toyota </b>(NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.</p><p>Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.</p><p>What's more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the <i>only</i> driver of shareholder value in the long run. This is why Toyota's stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.</p><h2>Expectations are too high</h2><p>Let's move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.</p><p>Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, <b>Lucid Motors </b>(NASDAQ:LCID), <b>Nio </b>(NYSE:NIO), and <b>Xpeng </b>(NYSE:XPEV), their combined market caps are <i>currently</i> $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.</p><p>And this doesn't include the legacy automakers like Toyota, <b>Ford Motor Company</b>, <b>GM</b>, and <b>Volkswagen</b>, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.</p><p>Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these companies, or even a legacy automaker, you need to be confident in that specific company's ability to win market share and beat all these competitors. If that doesn't happen, it is likely your investment will go very poorly over the next decade.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Are Electric Vehicle Stocks Overhyped?</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\">\nAre Electric Vehicle Stocks Overhyped?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 23:30 GMT+8 <a href=https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","TM":"丰田汽车","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","CSCO":"思科","LCID":"Lucid Group Inc","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4533":"AQR资本管理(全球第二大对冲基金)","XPEV":"小鹏汽车","BK4509":"腾讯概念","BK4525":"远程办公概念","NIO":"蔚来","BK4020":"通信设备","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4505":"高瓴资本持仓","BK4560":"网络安全概念","BK4504":"桥水持仓"},"source_url":"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203126977","content_text":"The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.And why wouldn't they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn't mean they will be great investments over the next decade. Just ask Cisco Systems investors who bought stock in 1999 and 2000.Are electric vehicle stocks overhyped? Yes. Let me explain why.Image source: Getty Images.Growth is strong, and the market opportunity is massiveTo start out, let's give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.Margins will be lowWhile the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let's look at Toyota (NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.What's more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the only driver of shareholder value in the long run. This is why Toyota's stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.Expectations are too highLet's move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, Lucid Motors (NASDAQ:LCID), Nio (NYSE:NIO), and Xpeng (NYSE:XPEV), their combined market caps are currently $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.And this doesn't include the legacy automakers like Toyota, Ford Motor Company, GM, and Volkswagen, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in one of these companies, or even a legacy automaker, you need to be confident in that specific company's ability to win market share and beat all these competitors. If that doesn't happen, it is likely your investment will go very poorly over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803948213,"gmtCreate":1627404581232,"gmtModify":1703489378547,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Heart attack","listText":"Heart attack","text":"Heart attack","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803948213","repostId":"1142426532","repostType":4,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174725298,"gmtCreate":1627142745314,"gmtModify":1703484767466,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Thanks for the insights. ","listText":"Thanks for the insights. ","text":"Thanks for the insights.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174725298","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8 <a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147545232,"gmtCreate":1626367633626,"gmtModify":1703758881078,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Wish I bought it earlier!","listText":"Wish I bought it earlier!","text":"Wish I bought it earlier!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147545232","repostId":"2151154518","repostType":4,"repost":{"id":"2151154518","kind":"news","pubTimestamp":1626361307,"share":"https://ttm.financial/m/news/2151154518?lang=&edition=fundamental","pubTime":"2021-07-15 23:01","market":"us","language":"en","title":"Netflix Plans to Offer Video Games in Push Beyond Films, TV","url":"https://stock-news.laohu8.com/highlight/detail?id=2151154518","media":"Bloomberg","summary":"(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an ex","content":"<p>(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. executive to lead the effort.</p>\n<p>Mike Verdu will join Netflix as vice president of game development, reporting to Chief Operating Officer Greg Peters, the company said on Wednesday. Verdu was previously Facebook’s vice president in charge of working with developers to bring games and other content to Oculus virtual-reality headsets.</p>\n<p>The idea is to offer video games on Netflix’s streaming platform within the next year, according to a person familiar with the situation. The games will appear alongside current fare as a new programming genre -- similar to what Netflix did with documentaries or stand-up specials. The company doesn’t currently plan to charge extra for the content, said the person, who asked not to be identified because the deliberations are private.</p>\n<p>Netflix shares gained as much as 3.3% to $566 in late trading after Bloomberg reported the news. The stock had been up 1.3% this year through Wednesday’s close.</p>\n<p>Netflix has been seeking ways to keep growing, especially in more saturated markets such as the U.S. That’s included building out its kids’ programming, opening an online shop to sell merchandise, and tapping Steven Spielberg to bring more prestigious movies to its lineup. The company remains well ahead of streaming rivals such as Disney+ or HBO Max, but it added fewer subscribers than expected in its most recently reported quarter.</p>\n<p>Pushing into games would be <a href=\"https://laohu8.com/S/AONE\">one</a> of Netflix’s boldest moves yet. In Verdu, the company has an executive who worked on popular mobile games at Electronic Arts, including titles in the Sims, Plants vs. Zombies and Star Wars franchises. He also served as chief creative officer for <a href=\"https://laohu8.com/S/ZNGA\">Zynga</a> Inc. between 2009 and 2012.</p>\n<p>Netflix will be building out its gaming team in the coming months, according to the person familiar with the matter. The company has already started advertising for game-development related positions on its website.</p>\n<p>Video games give Netflix another way to lure new customers and also offer something none of its direct competitors currently provides. Walt Disney Co., AT&T Inc.’s WarnerMedia and Amazon.com Inc. all have access to live sports, but they don’t have gaming within their main video services.</p>\n<p>Ultimately, the move may make it easier for Netflix to justify price increases in coming years. Games also serve the purpose of helping market existing shows.</p>\n<p>Many of the largest tech companies do sell gaming options in addition to their video services. Apple Inc. has a platform called Arcade for games -- as well as a TV+ service for original video projects. But it charges extra for the gaming.</p>\n<p>What Bloomberg Intelligence says:“This is a natural extension of its Netflix’s content strategy, allowing it to mine intellectual property from popular shows like ‘Stranger Things.’ Though it may not generate much additional revenue, it will help deepen engagement and increase the service’s appeal and pricing power. Don’t expect this to be a turning point, but it shows that the company will explore new formats to increase time spent on the platform.”-- Geetha Ranganathan, BI media analyst</p>\n<p>The news jolted shares of GameStop Corp., the video-game retailer that’s been attempting a comeback. It fell as much as 10% in extended trading Wednesday.</p>\n<p>Evidence of Netflix’s plans to add games has already begun to appear in files hidden deep within the company’s app, according to research conducted by iOS developer Steve Moser that was shared with Bloomberg.</p>\n<p>Netflix has previously licensed the rights to games based on its shows -- including “Stranger Things” -- but this new initiative is much larger in scope. The Los Gatos, California-based company has yet to settle on a game-development strategy, said the person. In typical Netflix fashion, the company may start with just a few games and build from there.</p>\n<p>Interactive Shows</p>\n<p>Netflix also has made earlier forays into interactive programming, such as choose-your-own-adventure-style shows. It created versions of programs like “Carmen Sandiego” and “Black Mirror” in that format, which stops short of being a true video game.</p>\n<p>Netflix co-Chief Executive Officers Reed Hastings and Ted Sarandos have shared their interest in pushing into gaming in recent calls with analysts. They’ve also identified the battle-royale shooter game Fortnite as a competitor for its customers’ time.</p>\n<p>Still, Hollywood studios have a checkered history in the video-game business. Some companies have had a lot of success licensing their movies or TV shows for games, and Warner Bros. has created a handful of hit titles in-house over the years.</p>\n<p>But Disney, the world’s largest entertainment company, shut down most of its in-house gaming operations after years of unsuccessful efforts. It has since focused on licensing Marvel and Stars Wars properties for games.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Plans to Offer Video Games in Push Beyond Films, TV</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\">\nNetflix Plans to Offer Video Games in Push Beyond Films, TV\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 23:01 GMT+8 <a href=https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and Facebook Inc. executive to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞","EA":"艺电","AMZN":"亚马逊","GME":"游戏驿站","DIS":"迪士尼","ZNGA":"Zynga","T":"美国电话电报"},"source_url":"https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2151154518","content_text":"(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and Facebook Inc. executive to lead the effort.\nMike Verdu will join Netflix as vice president of game development, reporting to Chief Operating Officer Greg Peters, the company said on Wednesday. Verdu was previously Facebook’s vice president in charge of working with developers to bring games and other content to Oculus virtual-reality headsets.\nThe idea is to offer video games on Netflix’s streaming platform within the next year, according to a person familiar with the situation. The games will appear alongside current fare as a new programming genre -- similar to what Netflix did with documentaries or stand-up specials. The company doesn’t currently plan to charge extra for the content, said the person, who asked not to be identified because the deliberations are private.\nNetflix shares gained as much as 3.3% to $566 in late trading after Bloomberg reported the news. The stock had been up 1.3% this year through Wednesday’s close.\nNetflix has been seeking ways to keep growing, especially in more saturated markets such as the U.S. That’s included building out its kids’ programming, opening an online shop to sell merchandise, and tapping Steven Spielberg to bring more prestigious movies to its lineup. The company remains well ahead of streaming rivals such as Disney+ or HBO Max, but it added fewer subscribers than expected in its most recently reported quarter.\nPushing into games would be one of Netflix’s boldest moves yet. In Verdu, the company has an executive who worked on popular mobile games at Electronic Arts, including titles in the Sims, Plants vs. Zombies and Star Wars franchises. He also served as chief creative officer for Zynga Inc. between 2009 and 2012.\nNetflix will be building out its gaming team in the coming months, according to the person familiar with the matter. The company has already started advertising for game-development related positions on its website.\nVideo games give Netflix another way to lure new customers and also offer something none of its direct competitors currently provides. Walt Disney Co., AT&T Inc.’s WarnerMedia and Amazon.com Inc. all have access to live sports, but they don’t have gaming within their main video services.\nUltimately, the move may make it easier for Netflix to justify price increases in coming years. Games also serve the purpose of helping market existing shows.\nMany of the largest tech companies do sell gaming options in addition to their video services. Apple Inc. has a platform called Arcade for games -- as well as a TV+ service for original video projects. But it charges extra for the gaming.\nWhat Bloomberg Intelligence says:“This is a natural extension of its Netflix’s content strategy, allowing it to mine intellectual property from popular shows like ‘Stranger Things.’ Though it may not generate much additional revenue, it will help deepen engagement and increase the service’s appeal and pricing power. Don’t expect this to be a turning point, but it shows that the company will explore new formats to increase time spent on the platform.”-- Geetha Ranganathan, BI media analyst\nThe news jolted shares of GameStop Corp., the video-game retailer that’s been attempting a comeback. It fell as much as 10% in extended trading Wednesday.\nEvidence of Netflix’s plans to add games has already begun to appear in files hidden deep within the company’s app, according to research conducted by iOS developer Steve Moser that was shared with Bloomberg.\nNetflix has previously licensed the rights to games based on its shows -- including “Stranger Things” -- but this new initiative is much larger in scope. The Los Gatos, California-based company has yet to settle on a game-development strategy, said the person. In typical Netflix fashion, the company may start with just a few games and build from there.\nInteractive Shows\nNetflix also has made earlier forays into interactive programming, such as choose-your-own-adventure-style shows. It created versions of programs like “Carmen Sandiego” and “Black Mirror” in that format, which stops short of being a true video game.\nNetflix co-Chief Executive Officers Reed Hastings and Ted Sarandos have shared their interest in pushing into gaming in recent calls with analysts. They’ve also identified the battle-royale shooter game Fortnite as a competitor for its customers’ time.\nStill, Hollywood studios have a checkered history in the video-game business. Some companies have had a lot of success licensing their movies or TV shows for games, and Warner Bros. has created a handful of hit titles in-house over the years.\nBut Disney, the world’s largest entertainment company, shut down most of its in-house gaming operations after years of unsuccessful efforts. It has since focused on licensing Marvel and Stars Wars properties for games.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144629694,"gmtCreate":1626281909318,"gmtModify":1703757144139,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Liked.","listText":"Liked.","text":"Liked.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144629694","repostId":"1140509225","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144629342,"gmtCreate":1626281851386,"gmtModify":1703757144629,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Seems very volatile now ","listText":"Seems very volatile now ","text":"Seems very volatile now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144629342","repostId":"1105703285","repostType":2,"repost":{"id":"1105703285","kind":"news","pubTimestamp":1626137383,"share":"https://ttm.financial/m/news/1105703285?lang=&edition=fundamental","pubTime":"2021-07-13 08:49","market":"us","language":"en","title":"NIO: Time To Go All-In","url":"https://stock-news.laohu8.com/highlight/detail?id=1105703285","media":"seekingalpha","summary":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well a","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.</li>\n <li>Looking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.</li>\n <li>Fundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.</li>\n</ul>\n<p><b>Thesis Summary</b></p>\n<p>NIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.</p>\n<p><b>Recent Price Action and News</b></p>\n<p><img src=\"https://static.tigerbbs.com/f3cdaabdcaff0360da1ed2d8964784c8\" tg-width=\"1280\" tg-height=\"747\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Author’s work</p>\n<p>In the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.</p>\n<p>NIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.</p>\n<p>Lastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.</p>\n<p>NIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.</p>\n<p>At the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.</p>\n<p><b>What’s next for NIO?</b></p>\n<p>NIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.</p>\n<p>Firstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.</p>\n<p>The NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.</p>\n<p>We also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.</p>\n<p>However, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:</p>\n<blockquote>\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n</blockquote>\n<p>Source:elektrek.com</p>\n<p>This is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.</p>\n<p>Lastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.</p>\n<p>Norway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.</p>\n<p><b>Why I believe NIO will be successful</b></p>\n<p>It’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.</p>\n<p>The NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.</p>\n<p>But perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.</p>\n<blockquote>\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n</blockquote>\n<p>Source:Qualcomm.com</p>\n<p>Tesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.</p>\n<p>Underpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.</p>\n<p>Lastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.</p>\n<p>Who then, better to run a successful car company? Who better to understand the needs and wants of the consumer?</p>\n<p>Ultimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management</p>\n<p><b>Risks</b></p>\n<p>Of course, investing in NIO is not without risk, and investors have to be wary of these.</p>\n<p>For starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?</p>\n<p>Another issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?</p>\n<p>Lastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.</p>\n<p><b>Takeaway</b></p>\n<p>It definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.</p>","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>NIO: Time To Go All-In</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\">\nNIO: Time To Go All-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:49 GMT+8 <a href=https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4438871-nio-stock-time-to-go-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105703285","content_text":"Summary\n\nNIO is still trading well below its ATH, despite delivering plenty of great news, as well as cars.\nLooking forward, I am particularly excited for the NeoPark, NIO's Norway launch, and the expansion of its battery swap stations.\nFundamentally, NIO has a great product, brand and management, which is why I believe it can become a global company.\n\nThesis Summary\nNIO Inc. (NIO) shares have been climbing in the last couple of months, but have yet to retake the highs they made over six months ago. This is odd since NIO has been publishing nothing but bullish news and outstanding results in that time. NIO has what it takes to become a global brand, as has been proven by its recent performance and coming growth plans. I believe the stock is substantially undervalued and this is a great time to go all-in.\nRecent Price Action and News\n\nSource: Author’s work\nIn the chart above, we can see the evolution of NIO’s stock price over the last six months. I have also marked the dates of relevant NIO news. During February and March, NIO sold off alongside the broader market. Around the 19th of April, NIO signed a deal with Sinopec where they agreed to collaborate to build over5000 battery swap stations. This was incredible news, given the fact that BaaS technology is one of the company’s key selling points. We did see the price pick up for a bit, but this seemed to be undone after the company reported Q1 results. which I discussedin this article. Granted, the company missed on revenue and EPS, but it outperformed in the most important metric, deliverables.\nNIO’s shares seemed to find support around $30, and the price has steadily climbed since then, again, accompanied by very bullish news. On the 24th of May,NIO renewed its manufacturing contract withJianghuai Automobile Group (JAC), expanding the annual capacity to 240,000 units. This was a very important deal for NIO, as it does not have its own manufacturing capacity yet. Three weeks later, NIO obtained a license to beginselling the ES8 in Europe, where the company will begin selling in Norway this September.\nLastly,NIO reported a 20.4% increase in deliveriesin June, a welcome acceleration that may have been behind the +10% price increase we saw during those days. However, since then the share price has once again plummeted, with the stock trading at $45 again.\nNIO’s stock is still way below its previous highs, and that is despite what I see as a barrage of great news. Deliverables are strong, manufacturing is secure and the company has a clear vision and plan as to how to expand its BaaS model and global footprint. And yet, the price does not reflect this new reality at all.\nAt the very least, one would have to admit that NIO is undervalued vis-a-vis itself a year ago.\nWhat’s next for NIO?\nNIO has come a long way since it was founded in 2014, but it is still a young company, and we have a lot to look forward to.\nFirstly, theNeoPark finally launched in May. This is the first-ever “smart electric vehicle industry park”. In other words, the NeoPrk aims to be an all-purpose hub for everything EV related. NIO will be the largest player in the NeoPark, and it will be a key factor in achieving global EV domination.\nThe NeoPark will be home to 10,000 R&D personnel and 40,000 technical workers and will have a production capacity of 1 million vehicles. NIO will finally have its own manufacturing facility, but the NeoPark holds even more promise thanks to its ability to attract the best talent from around the country. As I’ve mentioned before, delivering superior technology and product is the only way to win at the EV game, and this initiative will ensure that NIO stays ahead of the competition.\nWe also have some exciting news coming from the Battery Swap part of the equation, with NIO announcing ambitious expansion plans in its recent Power Day in Shanghai.NIO raised its current targetfrom 500 to 700 deployed power stations by year-end. The company stated that they expect to have 4000 power stations by 2025.\nHowever, what’s most exciting about this development is that the company announced it would be making these battery swap stations available to other companies:\n\n Meanwhile, NIO announced plans to make NIO Power’s charging and swapping system and BaaS (Battery-as-a-Service) fully available to the industry in order to share its achievements with the automotive industry and smart electric vehicle users.\n\nSource:elektrek.com\nThis is incredible news for NIO, as it could mean another solid source of revenue for the company. In fact, Ford Motor Company (F) is already usingNIO’s network in China.\nLastly, the stage is now set for NIO totake its business to Norway. According to the company, the first NIO showroom should be set in Oslo by the end of the year. The company also plans to deploy its battery swap stations, though it is also partnering with Plugsurfing to allow conventional charging on its ES8 & ET7.\nNorway will be a key fight in the EV battleground. The country is one of the largest consumers of EVs, with ambitious plans to go fully electric by 2025. This market is heavily dominated by Tesla Inc.(NASDAQ:TSLA), so it will be interesting to see how NIO’s launch in Norway goes. Whatever happens, good or bad, will be a sign of things to come.\nWhy I believe NIO will be successful\nIt’s perhaps the most obvious question to ask when it comes to analyzing EV companies, but few do. Looking at sales and profitability is all well and good, but at the end of the day, what sets a winning EV company apart from a losing one, is the product.\nThe NIO ET7 is designed with style, comfort and ease of use in mind. The ET7 is one of the few EVs out there that rival Tesla’s models, achieving up to 1000 km in range and reaching 62 mph in 3.9 seconds.\nBut perhaps the most compelling selling point of the NIO’s cars is the inside. As I alreadymentioned in this article, we are moving beyond using cars as simple transportation tools. The question consumers are asking is; what more can it do? What more can I do with it? The ET7, for example, will boast an “intelligent cockpit”, which the company is developing in partnership with QUALCOMM Incorporated (QCOM). We are talking next level assisted driving, high-performance computing and even 5G capabilities.\n\n The 3rd Generation Snapdragon Automotive Cockpit Platform is designed to deliver highly intuitive AI experiences on the NIO ET7 and rich visual experiences with support for multiple displays throughout the vehicle, providing the NOMI in-car AI system, as well as interactions on in-vehicle displays with exceptional support for heterogeneous computing capabilities.\n\nSource:Qualcomm.com\nTesla became a successful EV company because it sold a good product, like NIO. Electric cars have the advantage of being green, which is a great side-benefit, but they also have the ability to simply be much better products, because they blur the line between cars and computers.\nUnderpinning NIO’s success is the company’s commitment to developing a strong and exclusive brand. NIO markets itself above all as a luxury carmaker and is intent on selling a lifestyle together with its car. NIO offers its users access to theNIO Club Houseand even an exclusive NIO App. In fact, their website even features a NIO Life section, where you can find different partnerships and projects NIO is involved in in the realm of design.\nLastly, this is something that doesn’t get talked about enough, but I believe that William Li is one of the best CEOs in the industry. Li is an accomplished man from a humble background, who actually made his fortune in the auto industry. Li founded Bitauto Holdings Ltd in 2000, a website that allowed users to compare cars to make better, more informed buying decisions.\nWho then, better to run a successful car company? Who better to understand the needs and wants of the consumer?\nUltimately, NIO’s success is underpinned by three key factors: A superior product, a valuable brand, and excellent management\nRisks\nOf course, investing in NIO is not without risk, and investors have to be wary of these.\nFor starters, the risk of investing in Chinese stocks, or rather Chinese ADRs, came back to the surface of financial news, as China forced the recently IPO’d DiDi Global Inc. (DIDI) totake down 25 of its apps.NIO is part of this group of high-profile Chinese companies which could suffer a regulatory blow at any time. This may be in fact why NIO has seen its share price decrease in the last week, despite its acceleration in deliveries. So far, however, NIO has not had any regulatory issues and has in fact been aided by local authorities. Furthermore, I would point out that there aren’t many ways of insulating ourselves from the Chinese government. Is an investment in Tesla that much better, when they have a factor in Shanghai?\nAnother issue with NIO is that it is unknown how exactly it will monetize its battery swap stations. Arguably, these could actually be a heavy financial burden with scarce rewards. Furthermore, there are clear limitations to creating a battery swap station that can accommodate other car models. How will NIO work around this?\nLastly, NIO’s Norway launch will be an important event that, as I have mentioned above, could backfire. NIO is very popular in a niche segment in China, and some analysts believe it does not have the brand recognition necessary to make a dent in Norway. However, this could have been said of Tesla a few years ago, and the company now dominates that market.\nTakeaway\nIt definitely won’t be a smooth journey for NIO, but this is one of the companies with the most potential you can invest in right now. NIO has what it takes to make it globally, and when it does, it could become a company worth billions, if not trillions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145103827,"gmtCreate":1626192915269,"gmtModify":1703755352060,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Thank you ","listText":"Thank you ","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145103827","repostId":"1128855782","repostType":4,"repost":{"id":"1128855782","kind":"news","pubTimestamp":1626187691,"share":"https://ttm.financial/m/news/1128855782?lang=&edition=fundamental","pubTime":"2021-07-13 22:48","market":"us","language":"en","title":"PepsiCo CFO: Taking share away from Coca-Cola","url":"https://stock-news.laohu8.com/highlight/detail?id=1128855782","media":"seekingalpha","summary":"Hugh Johnston, vice chairman and CFO at PepsiCo(NASDAQ:PEP), said Tuesday that the company's better-","content":"<ul>\n <li>Hugh Johnston, vice chairman and CFO at PepsiCo(NASDAQ:PEP), said Tuesday that the company's better-than-expected earnings came from adding market share, including taking away customers from its biggest competitor, Coca-Cola(NYSE:KO).</li>\n <li>Speaking to CNBC, Johnston reported that the company benefited from the post-COVID reopening and a strong performance from new products, like Mountain Dew Rise.</li>\n <li>Johnston's remarks followed the release of the company's quarterly results before the opening bell. The beverage and snack makerbeat Q2 expectations and raised its forecast for the full year.</li>\n <li>\"We feel awfully good about the way the business is performing right now,\" Johnston said.</li>\n <li>On its market share gains, the PepsiCo CFO cited improvements in most of its categories. This included gains against smaller players and against Coke, which Johnston didn't name specifically, but referred to as \"the biggest competitor down in Atlanta.\"</li>\n <li>Looking ahead, Johnston attributed the firm's increased guidance to its strong recent results and to good prospects for the rest of the year.</li>\n <li>\"We have historically as a company guided pretty conservatively, so I won't predict any beats going forward, but we're usually pretty good at being around the market or a little bit better,\" he said.</li>\n <li>PEP climbed more than 2% in early intraday trading on Tuesday, rising to $153.07. Thanks to the earnings beat, the stock reached an intraday 52-week high of $153.37.</li>\n <li>PEP has been gaining over the previous few weeks headed into the earnings release, moving out of a recent trading range.</li>\n <li>Still, the stock was virtually flat for 2021 as a whole headed into the quarterly report,after an early slide took shares to a level below $130.</li>\n</ul>","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>PepsiCo CFO: Taking share away from Coca-Cola</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\">\nPepsiCo CFO: Taking share away from Coca-Cola\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 22:48 GMT+8 <a href=https://seekingalpha.com/news/3714760-pepsico-cfo-taking-share-away-from-coca-cola><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hugh Johnston, vice chairman and CFO at PepsiCo(NASDAQ:PEP), said Tuesday that the company's better-than-expected earnings came from adding market share, including taking away customers from its ...</p>\n\n<a href=\"https://seekingalpha.com/news/3714760-pepsico-cfo-taking-share-away-from-coca-cola\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PEP":"百事可乐","KO":"可口可乐"},"source_url":"https://seekingalpha.com/news/3714760-pepsico-cfo-taking-share-away-from-coca-cola","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128855782","content_text":"Hugh Johnston, vice chairman and CFO at PepsiCo(NASDAQ:PEP), said Tuesday that the company's better-than-expected earnings came from adding market share, including taking away customers from its biggest competitor, Coca-Cola(NYSE:KO).\nSpeaking to CNBC, Johnston reported that the company benefited from the post-COVID reopening and a strong performance from new products, like Mountain Dew Rise.\nJohnston's remarks followed the release of the company's quarterly results before the opening bell. The beverage and snack makerbeat Q2 expectations and raised its forecast for the full year.\n\"We feel awfully good about the way the business is performing right now,\" Johnston said.\nOn its market share gains, the PepsiCo CFO cited improvements in most of its categories. This included gains against smaller players and against Coke, which Johnston didn't name specifically, but referred to as \"the biggest competitor down in Atlanta.\"\nLooking ahead, Johnston attributed the firm's increased guidance to its strong recent results and to good prospects for the rest of the year.\n\"We have historically as a company guided pretty conservatively, so I won't predict any beats going forward, but we're usually pretty good at being around the market or a little bit better,\" he said.\nPEP climbed more than 2% in early intraday trading on Tuesday, rising to $153.07. Thanks to the earnings beat, the stock reached an intraday 52-week high of $153.37.\nPEP has been gaining over the previous few weeks headed into the earnings release, moving out of a recent trading range.\nStill, the stock was virtually flat for 2021 as a whole headed into the quarterly report,after an early slide took shares to a level below $130.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9063485317,"gmtCreate":1651507699428,"gmtModify":1676534918171,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"So is it still a company worth investing? ","listText":"So is it still a company worth investing? ","text":"So is it still a company worth investing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063485317","repostId":"2232746626","repostType":4,"repost":{"id":"2232746626","kind":"news","pubTimestamp":1651501749,"share":"https://ttm.financial/m/news/2232746626?lang=&edition=fundamental","pubTime":"2022-05-02 22:29","market":"us","language":"en","title":"Amazon Falls Again as the Premium Valuation Era Shows Signs of Cracking","url":"https://stock-news.laohu8.com/highlight/detail?id=2232746626","media":"seekingalpha","summary":"georgeclerk/iStock Unreleased via Getty ImagesAmazon (NASDAQ:AMZN) shed another 1.91% on Monday morn","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aafd686b2a4b689b39ec0cd9bb6699cb\" tg-width=\"750\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>georgeclerk/iStock Unreleased via Getty Images</span></p><p>Amazon (NASDAQ:AMZN) shed another 1.91% on Monday morning despite the Nasdaq being in positive territory.</p><p><img src=\"https://static.tigerbbs.com/b32abb7044eeb512f670e3e72423c52c\" tg-width=\"894\" tg-height=\"643\" width=\"100%\" height=\"auto\"/></p><p>Shares of Amazon (AMZN) traded as low as $2,367.50 as the string of successive 52-week lows starting to pile up.</p><p>Analysts are still picking at Amazon (AMZN) following the guidance update, which rattled the perpetual growth story thesis.</p><p>Wedbush Securities removed the stock from its Best Ideas list due to what analyst Michael Pachter called "investment price discipline" with the operating income tallies from Seattle now attracting more attention than usual.</p><p>D.A. Davidson was also pointing at a valuation reset. "With slowing e-commerce sales growth, the company needs new revenue sources to sustain its elevated revenue growth and premium valuation multiple, in our view beyond its AWS effort, which continues to impress," noted analyst Tom Forte.</p><p>More than two million shares of Amazon (AMZN) swapped hands in the first 25 minutes of trading on Monday.</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>Amazon Falls Again as the Premium Valuation Era Shows Signs of Cracking</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 Falls Again as the Premium Valuation Era Shows Signs of Cracking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 22:29 GMT+8 <a href=https://seekingalpha.com/news/3830030-amazon-falls-again-as-the-premium-valuation-era-shows-signs-of-cracking><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>georgeclerk/iStock Unreleased via Getty ImagesAmazon (NASDAQ:AMZN) shed another 1.91% on Monday morning despite the Nasdaq being in positive territory.Shares of Amazon (AMZN) traded as low as $2,...</p>\n\n<a href=\"https://seekingalpha.com/news/3830030-amazon-falls-again-as-the-premium-valuation-era-shows-signs-of-cracking\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://seekingalpha.com/news/3830030-amazon-falls-again-as-the-premium-valuation-era-shows-signs-of-cracking","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232746626","content_text":"georgeclerk/iStock Unreleased via Getty ImagesAmazon (NASDAQ:AMZN) shed another 1.91% on Monday morning despite the Nasdaq being in positive territory.Shares of Amazon (AMZN) traded as low as $2,367.50 as the string of successive 52-week lows starting to pile up.Analysts are still picking at Amazon (AMZN) following the guidance update, which rattled the perpetual growth story thesis.Wedbush Securities removed the stock from its Best Ideas list due to what analyst Michael Pachter called \"investment price discipline\" with the operating income tallies from Seattle now attracting more attention than usual.D.A. Davidson was also pointing at a valuation reset. \"With slowing e-commerce sales growth, the company needs new revenue sources to sustain its elevated revenue growth and premium valuation multiple, in our view beyond its AWS effort, which continues to impress,\" noted analyst Tom Forte.More than two million shares of Amazon (AMZN) swapped hands in the first 25 minutes of trading on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091542362,"gmtCreate":1643907744582,"gmtModify":1676533870335,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Sounds like a good opportunity","listText":"Sounds like a good opportunity","text":"Sounds like a good opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091542362","repostId":"1104031835","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090380634,"gmtCreate":1643082503911,"gmtModify":1676533772563,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Good closing","listText":"Good closing","text":"Good closing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090380634","repostId":"2206888965","repostType":4,"repost":{"id":"2206888965","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1643064873,"share":"https://ttm.financial/m/news/2206888965?lang=&edition=fundamental","pubTime":"2022-01-25 06:54","market":"us","language":"en","title":"Wall Street Reverses, Ends Higher in Late Session Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2206888965","media":"Reuters","summary":"Kohl's surges as Sycamore, Acacia show takeover interestIBM climbs in after hours trading after post","content":"<html><head></head><body><ul><li>Kohl's surges as Sycamore, Acacia show takeover interest</li><li>IBM climbs in after hours trading after posting results</li><li>Indexes up: Dow 0.29%, S&P 0.28%, Nasdaq 0.63%</li></ul><p>NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.</p><p>The S&P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.</p><p>The S&P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.</p><p>Earlier in the day, the indexes were all more than 2% lower. The S&P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.</p><p>This abrupt, late-session U-turn came in the wake of S&P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.</p><p>"Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it's a healthy part of the markets," said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.</p><p>"When everything started selling off, that got a lot of people's attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market," Dollarhide added.</p><p>The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell's subsequent Q&A session for clues as to the central bank's timeline for hiking key interest rates to combat inflation.</p><p>"I think investors are over-assuming a very hawkish stance by the Fed," said Sam Stovall, chief investment strategist of CFRA Research in New York. "Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end."</p><p>In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.</p><p>The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.</p><p>The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.</p><p>All 11 major sectors of the S&P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.</p><p>Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.</p><p>On aggregate, analysts now see S&P 500 annual EPS growth of 23.7%, per Refinitiv.</p><p>A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.</p><p>Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.</p><p>Kohl's Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.</p><p>Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.</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>Wall Street Reverses, Ends Higher in Late Session Rally</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\">\nWall Street Reverses, Ends Higher in Late Session Rally\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\">2022-01-25 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Kohl's surges as Sycamore, Acacia show takeover interest</li><li>IBM climbs in after hours trading after posting results</li><li>Indexes up: Dow 0.29%, S&P 0.28%, Nasdaq 0.63%</li></ul><p>NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.</p><p>The S&P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.</p><p>The S&P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.</p><p>Earlier in the day, the indexes were all more than 2% lower. The S&P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.</p><p>This abrupt, late-session U-turn came in the wake of S&P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.</p><p>"Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it's a healthy part of the markets," said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.</p><p>"When everything started selling off, that got a lot of people's attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market," Dollarhide added.</p><p>The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell's subsequent Q&A session for clues as to the central bank's timeline for hiking key interest rates to combat inflation.</p><p>"I think investors are over-assuming a very hawkish stance by the Fed," said Sam Stovall, chief investment strategist of CFRA Research in New York. "Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end."</p><p>In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.</p><p>The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.</p><p>The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.</p><p>All 11 major sectors of the S&P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.</p><p>Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.</p><p>On aggregate, analysts now see S&P 500 annual EPS growth of 23.7%, per Refinitiv.</p><p>A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.</p><p>Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.</p><p>Kohl's Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.</p><p>Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206888965","content_text":"Kohl's surges as Sycamore, Acacia show takeover interestIBM climbs in after hours trading after posting resultsIndexes up: Dow 0.29%, S&P 0.28%, Nasdaq 0.63%NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.The S&P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.The S&P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.Earlier in the day, the indexes were all more than 2% lower. The S&P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.This abrupt, late-session U-turn came in the wake of S&P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.\"Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it's a healthy part of the markets,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.\"When everything started selling off, that got a lot of people's attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market,\" Dollarhide added.The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell's subsequent Q&A session for clues as to the central bank's timeline for hiking key interest rates to combat inflation.\"I think investors are over-assuming a very hawkish stance by the Fed,\" said Sam Stovall, chief investment strategist of CFRA Research in New York. \"Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end.\"In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.All 11 major sectors of the S&P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.On aggregate, analysts now see S&P 500 annual EPS growth of 23.7%, per Refinitiv.A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.Kohl's Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144629694,"gmtCreate":1626281909318,"gmtModify":1703757144139,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Liked.","listText":"Liked.","text":"Liked.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144629694","repostId":"1140509225","repostType":4,"repost":{"id":"1140509225","kind":"news","pubTimestamp":1626275671,"share":"https://ttm.financial/m/news/1140509225?lang=&edition=fundamental","pubTime":"2021-07-14 23:14","market":"us","language":"en","title":"Airbnb trails Expedia this year, and traders are split on which is the better bet in second half","url":"https://stock-news.laohu8.com/highlight/detail?id=1140509225","media":"CNBC","summary":"Airbnb received a rare double upgrade to a buy rating from Gordon Haskett this week. The firm sees i","content":"<div>\n<p>Airbnb received a rare double upgrade to a buy rating from Gordon Haskett this week. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nBut Airbnb has ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/14/stock-market-today-airbnb-stock-trails-expedia-in-2021-heres-why.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb trails Expedia this year, and traders are split on which is the better bet in second half</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\">\nAirbnb trails Expedia this year, and traders are split on which is the better bet in second half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 23:14 GMT+8 <a href=https://www.cnbc.com/2021/07/14/stock-market-today-airbnb-stock-trails-expedia-in-2021-heres-why.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Airbnb received a rare double upgrade to a buy rating from Gordon Haskett this week. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nBut Airbnb has ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/14/stock-market-today-airbnb-stock-trails-expedia-in-2021-heres-why.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.cnbc.com/2021/07/14/stock-market-today-airbnb-stock-trails-expedia-in-2021-heres-why.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1140509225","content_text":"Airbnb received a rare double upgrade to a buy rating from Gordon Haskett this week. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nBut Airbnb has languished this year in comparison to fast growing challengerExpedia, which owns competitor VRBO. Airbnb stock has fallen 2% in 2021, while Expedia is up 22%.\nAirbnb's stock may have been a victim of a rotation away from high-priced growth stocks, according to Gina Sanchez, chief market strategist at Lido Advisors and CEO of Chantico Global.\n\"It just faced the mother of all stress tests, and it is offering growth, and therefore isn't necessarily value,\" Sanchez told CNBC's \"Trading Nation\" on Tuesday. \"The trade for the first half of this year was growth at a reasonable price. That's what Expedia promised.\"\nNow, Sanchez sees a move back toward bets on high growth stocks like Airbnb where higher valuations are tolerated for the prospect of future earnings.\n\"The trade for the second half of the year is growth, and that's really what Airbnb is setting itself up for. And so if you're looking forward rather than back, you're looking at opportunities to provide significant growth, and that's really where you have to look at Airbnb,\" said Sanchez.\nAirbnb is not expected to post a full-year profit until 2022. Expedia, by comparison, is forecast to have rebounded back into the black this year after last year's steep loss.\nTodd Gordon, founder of TradingAnalysis.com, sits on the other side of the trade. He's backing Expedia.\n\"I believe that the technical position of Airbnb is struggling, trying to hold that $145 IPO price from back in December, while Expedia is moving nicely higher. Expedia, if it can break above $160, that looks really, really good,\" Gordon said during the same interview.\n\nAirbnb closed Tuesday at $143.41 a share and Expedia closed at $162.02.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084453339,"gmtCreate":1650908885136,"gmtModify":1676534812880,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084453339","repostId":"2230614999","repostType":4,"repost":{"id":"2230614999","kind":"news","pubTimestamp":1650890927,"share":"https://ttm.financial/m/news/2230614999?lang=&edition=fundamental","pubTime":"2022-04-25 20:48","market":"us","language":"en","title":"Apple - Time To Take Another Bite","url":"https://stock-news.laohu8.com/highlight/detail?id=2230614999","media":"seekingalpha","summary":"SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Record quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).</li><li>Apple is likely to announce another dividend increase and additional share buybacks in the Q2 earnings report.</li><li>Potential slowdowns in the June quarter due to China lockdowns and supply chain constraints may impact the share price in short-term but in long-term, the stock is a solid buy and hold.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea532592996230e7f06219ea644f8da4\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Sam Diephuis/DigitalVision via Getty Images</span></p><p>If you are an investor in growth and technology stocks, you are probably wondering when the sentiment is going to turn back around in favor of those stocks as a long-term investment. Starting in the fall of 2021, many of the top growth and technology stocks have fallen in price by 10 to 30% or more as interest rates are expected to rise, supply chain issues have impacted semiconductor production, and inflation has driven up prices. The price of Apple, Inc (NASDAQ:AAPL) stock rose to a high of nearly $183 before dropping back down to the current price of $161.79 as of market close on 4/22/22.</p><p>With the company due to report earnings after the market close on Wednesday, April 27, investors will be looking for clues to forward guidance in light of the current bearish market environment. It is my opinion that Apple will once again surprise with an earnings beat, and at the same time are likely to announce a new product, such as an iCar (which they filed a patent on), or the AR/VR headset that is rumored to be on the horizon, that will once again shake up the marketplace and raise the stock to a new level.</p><p>Considering the fundamental, technical, and macroeconomic factors, as well as investor sentiment and favorable shareholder actions, all indications are that Apple is fairly priced today but still offers a good value for the long-term investor. I rate Apple a Buy ahead of earnings, especially if the price drops below $160 in the next few days ahead of the report. In this article I want to explain my reasoning by considering each of the factors.</p><p><b>Fundamentally Sound</b></p><p>The current EV/EBITDA ratio is near a recent low based on the past 3 years history, currently at 19.97. The last time it was much lower than that was in summer of 2020 as the stock was recovering from the March 2020 low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/115a5774467bf3b71d1f9f1d7f592b0f\" tg-width=\"640\" tg-height=\"236\" width=\"100%\" height=\"auto\"/><span>AAPL 3-yr EV/EBITDA ratio (Seeking Alpha)</span></p><p>The forward P/E sits at about 26, which is slightly above the 5-year average, and slightly above the sector median. But Apple gets an A+ in Profitability based on SA quant factors, so the quality of earnings justifies the higher valuation. Apple is a cash flow machine with a net income margin of 26.5% and levered FCF margin of 21%. Operating cash flow growth is not too shabby either, at 26% YOY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8883d2c7a307f223544fedb9ae128b31\" tg-width=\"640\" tg-height=\"427\" width=\"100%\" height=\"auto\"/><span>Profitability grades (Seeking Alpha)</span></p><p>Profitability grades (Seeking Alpha)Revenue growth YOY is at 28.6% and EBITDA growth YOY sits at a whopping 50.5%. The trend in consensus EPS revisions has been moving upward with 26 up revisions in the past 3 months and only 1 down revision along with 24 up revenue revisions and 1 down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38b4f7a69a160f1011888f5077728006\" tg-width=\"640\" tg-height=\"222\" width=\"100%\" height=\"auto\"/><span>Consensus EPS Revisions (Seeking Alpha)</span></p><p>With about $64B in cash and an enterprise value of over $2.6T, Apple is financially sound and fundamentally strong. Company management under Tim Cook has been excellent at capital allocation and in capitalizing on additional service revenues above and beyond the core product lines of iPhones, wearables, Macs, iPads, and other hardware devices. Winning an Oscar for best picture on Apple TV+ did not hurt their business either.</p><p>In January, the company reported an all-time revenue record reaching $123.9B for the FY22 first quarter, up 11% YOY. All-time highs were reached for iPhone, Mac, Wearables, and Services revenues in that quarter.</p><p><b>Technically Speaking</b></p><p>The chart for Apple has shown some resistance recently as the stock attempts to reach new highs. AAPL stock is currently trading below the 6-month moving average and is starting to look oversold. The Money Flow index and RSI both indicate that the stock is becoming somewhat oversold.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccb51716a162d62f2cab44a7bb402e7f\" tg-width=\"640\" tg-height=\"472\" width=\"100%\" height=\"auto\"/><span>AAPL technical chart (TD Ameritrade)</span></p><p>Over the past 6 months AAPL stock has traded in a similar manner to the overall market and the technology sector (using XLK as a benchmark) but offering a higher return. The stock is finding support at the $150 level and could drop as low as that level before turning upward again if the earnings report is favorable, as I expect it will be.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/648f1a2d001c9cb72b6ceb8121641911\" tg-width=\"640\" tg-height=\"232\" width=\"100%\" height=\"auto\"/><span>AAPL Stock chart (Seeking Alpha)</span></p><p>What About Rising Rates, Supply Chain Issues, and Inflation?</p><p>There is some speculation that rising interest rates could negatively impact Apple’s forward earnings. That fear is partly responsible for the recent selloff in technology stocks, including Apple. However, the opposite may actually be true based on past events. In fact, according to this report, Apple is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best performing stocks when interest rates rise.</p><blockquote>Nine stocks in the S&P 500 — including information-technology giants like Advanced Micro Devices (<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and Apple as well as health care firm Bio-Techne (TECH) — have powered higher when interest rates entered periods of multiple Fed rate hikes since 1990, says an Investor's Business Daily analysis of data from LPL Financial and S&P Global Market Intelligence.</blockquote><p>Concerns about supply chain issues are valid and could impact Mac deliveries as well as iPhone demand as China endures further lockdowns related to Covid cases on the rise in Shanghai and other cities where Apple has a large manufacturing presence such as Zhengzhou, although one report states that manufacturing there is unaffected. Inflationary pressures due to rising commodity prices and reduced consumer demand due to concerns about the Ukraine war and impacts to the global economy may be reflected in the upcoming earnings report.</p><p>However, based on recent upward consensus earnings revisions and reports of growing consumer demand, I think that it is unlikely that a reduction in demand will be reflected in the current quarter’s earnings report. In fact, one source reports that the growing demand for iPhone 13 is helping Apple capture market share in the smartphone space.</p><blockquote>The Cupertino, California-based Apple accounted for 18% of the smartphone market, up from 15% in the first-quarter of 2021, even as overall smartphone shipments fell 11%, due to "unfavorable economic conditions and sluggish seasonal demand."</blockquote><blockquote>"While the iPhone 13 series continues to capture consumer demand, the new iPhone SE launched in March is becoming an important mid-range volume driver for Apple," Canalys Analyst Sanyam Chaurasia said in a statement.</blockquote><p><b>Investor Sentiment and Analyst Ratings</b></p><p>Wall Street analysts are bullish on Apple stock with 27 Strong Buy, 7 Buy, 1 Sell and 1 Strong Sell rating.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe377b4b2f8b7fd49a71f243b3a7fc4\" tg-width=\"517\" tg-height=\"295\" width=\"100%\" height=\"auto\"/><span>Analyst Ratings (Seeking Alpha)</span></p><p>The consensus of SA authors and current Quant ratings give AAPL a Hold rating overall. Often, just before an earnings report there are many conflicting opinions on whether to buy, sell, or hold Apple stock and this quarter is no exception with several recent articles published on SA that suggest selling the stock ahead of earnings.</p><p>Some analysts are expecting Apple to announce an increase in share buybacks, a dividend increase, or both.</p><blockquote>Apple typically announces its latest buyback and dividend strategies in conjunction with its March-quarter earnings, and this year’s update could be the “most incremental potential positive” element of Apple’s entire report, according to Wells Fargo analyst Aaron Rakers.</blockquote><blockquote>CFRA’s Angelo Zino sees the potential for a more buyback-heavy update, predicting a $100 billion increase to Apple’s share-repurchase authorization and a roughly 7% bump to its dividend.</blockquote><p>Chief Financial Officer Luca Maestri said on Apple’s last earnings call that the company expects to recognize record quarterly revenues in the March quarter, but that the YOY comparison may be challenging.</p><blockquote>We expect to achieve solid year-over-year revenue growth and set a March quarter revenue record despite significant supply constraints, which we estimate to be less than what we experienced during the December quarter. We expect our revenue growth rate to decelerate from the December quarter, primarily due to 2 factors. First, during the March quarter a year ago, we grew revenue by 54%. Remember that last year, we launched our new iPhones during the December quarter. While this year, we launched them during the September quarter. Due to the later launch a year ago, some of the associated channel inventory fill occurred during the March quarter last year. As a result of the different launch timing, we will face a more challenging year-over-year compare.</blockquote><p>Shareholder Actions – Dividends and Buybacks</p><p>Apple has been paying a small but growing dividend and most recently declared a cash dividend of $0.22 per share of common stock payable on February 10, 2022, to shareholders of record as of February 7, 2022. The dividend was increased by 7% in the March 2021 quarter and represents 9 years of consecutive dividend increases as shown in the dividend history chart from the Seeking Alpha Dividends page for AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/345f4ee69e9bb5548c5ff561edca975c\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"/><span>AAPL Dividend History (Seeking Alpha)</span></p><p>The current yield sits at about 0.5% and the 4-year average dividend yield is 1%. However, the 5-year yield on cost is currently at about 2.5%, so for dividend growth investors who plan to hold the stock long-term that is an appealing consideration.</p><p>In the March 2021 quarter, the dividend increase and share repurchase announcement included good news for Apple investors as explained by CFO Luca Maestri:</p><blockquote>As we continue to execute at an extremely high level, we were also able to return nearly $23 billion to shareholders during the March quarter. This included $3.4 billion in dividends and equivalents and $19 billion through open market repurchases of 147 million Apple shares. We continue to believe there is great value in our stock and maintain our target of reaching a net cash neutral position over time.</blockquote><blockquote>Given the confidence we have in our business today and into the future, our Board has authorized an additional $90 billion for share repurchases. We're also raising our dividend by 7% to $0.22 per share, and we continue to plan for annual increases in the dividend going forward.</blockquote><p>Given that announcement and the record revenues recognized in the December quarter, analysts and investors are expecting another dividend increase and additional share repurchases to be announced in the upcoming earnings report on April 27.</p><p><b>Looking Ahead with Caution</b></p><p>One potential caution for investors to look for in the earnings report for the quarter ending in March is the outlook and guidance for the next quarter ending in June. Ongoing lockdowns in China and continuing supply chain issues may not have had a detrimental impact on the early part of 2022 but could negatively impact earnings for the second quarter (which is Apple’s fiscal Q3).</p><p>According to some analysts the shipments of Macs could be impacted by ongoing lockdowns and supply chain disruptions in China:</p><blockquote>Huberty cautioned that COVID-related lockdowns in major China manufacturing hubs, such as Shanghai, Kunshan, and Zhengzhou, could cause Apple to "take a more cautious stance when providing commentary on the June quarter given the unpredictable nature of potential future lockdowns.</blockquote><p>Another analyst gave a neutral rating on Apple stock given the uncertainty around China:</p><blockquote>Crockett set a price target of $184 a share on Apple's stock in addition to setting his neutral rating on the company's shares. Crockett said that while Apple saw its Mac and iPad businesses get a boost due to the COVID-19 pandemic, and the company had a strong new iPhone release last year, it is facing new obstacles coming from China, where many of its products are made.</blockquote><p>Earnings are also due next week for Alphabet (GOOG), Amazon (AMZN) and Meta (FB). If any of those megacap tech stocks have a poor earnings report or suggest a slowdown in consumer spending that could have a negative impact on Apple stock as well.</p><p>I am long AAPL and holding in my No Guts No Glory portfolio as a core long-term position. I will be looking to add to my position if the price drops below $160.</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>Apple - Time To Take Another Bite</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple - Time To Take Another Bite\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 20:48 GMT+8 <a href=https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).Apple is likely to announce another dividend increase and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4553":"喜马拉雅资本持仓","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4571":"数字音乐概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4566":"资本集团","BK4575":"芯片概念","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","AAPL":"苹果","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/article/4503283-apple-time-to-take-another-bite","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2230614999","content_text":"SummaryRecord quarterly revenues reported in the first quarter of 2022 are expected to be reported again in Q2 (quarter ending in March).Apple is likely to announce another dividend increase and additional share buybacks in the Q2 earnings report.Potential slowdowns in the June quarter due to China lockdowns and supply chain constraints may impact the share price in short-term but in long-term, the stock is a solid buy and hold.Sam Diephuis/DigitalVision via Getty ImagesIf you are an investor in growth and technology stocks, you are probably wondering when the sentiment is going to turn back around in favor of those stocks as a long-term investment. Starting in the fall of 2021, many of the top growth and technology stocks have fallen in price by 10 to 30% or more as interest rates are expected to rise, supply chain issues have impacted semiconductor production, and inflation has driven up prices. The price of Apple, Inc (NASDAQ:AAPL) stock rose to a high of nearly $183 before dropping back down to the current price of $161.79 as of market close on 4/22/22.With the company due to report earnings after the market close on Wednesday, April 27, investors will be looking for clues to forward guidance in light of the current bearish market environment. It is my opinion that Apple will once again surprise with an earnings beat, and at the same time are likely to announce a new product, such as an iCar (which they filed a patent on), or the AR/VR headset that is rumored to be on the horizon, that will once again shake up the marketplace and raise the stock to a new level.Considering the fundamental, technical, and macroeconomic factors, as well as investor sentiment and favorable shareholder actions, all indications are that Apple is fairly priced today but still offers a good value for the long-term investor. I rate Apple a Buy ahead of earnings, especially if the price drops below $160 in the next few days ahead of the report. In this article I want to explain my reasoning by considering each of the factors.Fundamentally SoundThe current EV/EBITDA ratio is near a recent low based on the past 3 years history, currently at 19.97. The last time it was much lower than that was in summer of 2020 as the stock was recovering from the March 2020 low.AAPL 3-yr EV/EBITDA ratio (Seeking Alpha)The forward P/E sits at about 26, which is slightly above the 5-year average, and slightly above the sector median. But Apple gets an A+ in Profitability based on SA quant factors, so the quality of earnings justifies the higher valuation. Apple is a cash flow machine with a net income margin of 26.5% and levered FCF margin of 21%. Operating cash flow growth is not too shabby either, at 26% YOY.Profitability grades (Seeking Alpha)Profitability grades (Seeking Alpha)Revenue growth YOY is at 28.6% and EBITDA growth YOY sits at a whopping 50.5%. The trend in consensus EPS revisions has been moving upward with 26 up revisions in the past 3 months and only 1 down revision along with 24 up revenue revisions and 1 down.Consensus EPS Revisions (Seeking Alpha)With about $64B in cash and an enterprise value of over $2.6T, Apple is financially sound and fundamentally strong. Company management under Tim Cook has been excellent at capital allocation and in capitalizing on additional service revenues above and beyond the core product lines of iPhones, wearables, Macs, iPads, and other hardware devices. Winning an Oscar for best picture on Apple TV+ did not hurt their business either.In January, the company reported an all-time revenue record reaching $123.9B for the FY22 first quarter, up 11% YOY. All-time highs were reached for iPhone, Mac, Wearables, and Services revenues in that quarter.Technically SpeakingThe chart for Apple has shown some resistance recently as the stock attempts to reach new highs. AAPL stock is currently trading below the 6-month moving average and is starting to look oversold. The Money Flow index and RSI both indicate that the stock is becoming somewhat oversold.AAPL technical chart (TD Ameritrade)Over the past 6 months AAPL stock has traded in a similar manner to the overall market and the technology sector (using XLK as a benchmark) but offering a higher return. The stock is finding support at the $150 level and could drop as low as that level before turning upward again if the earnings report is favorable, as I expect it will be.AAPL Stock chart (Seeking Alpha)What About Rising Rates, Supply Chain Issues, and Inflation?There is some speculation that rising interest rates could negatively impact Apple’s forward earnings. That fear is partly responsible for the recent selloff in technology stocks, including Apple. However, the opposite may actually be true based on past events. In fact, according to this report, Apple is one of the best performing stocks when interest rates rise.Nine stocks in the S&P 500 — including information-technology giants like Advanced Micro Devices (AMD) and Apple as well as health care firm Bio-Techne (TECH) — have powered higher when interest rates entered periods of multiple Fed rate hikes since 1990, says an Investor's Business Daily analysis of data from LPL Financial and S&P Global Market Intelligence.Concerns about supply chain issues are valid and could impact Mac deliveries as well as iPhone demand as China endures further lockdowns related to Covid cases on the rise in Shanghai and other cities where Apple has a large manufacturing presence such as Zhengzhou, although one report states that manufacturing there is unaffected. Inflationary pressures due to rising commodity prices and reduced consumer demand due to concerns about the Ukraine war and impacts to the global economy may be reflected in the upcoming earnings report.However, based on recent upward consensus earnings revisions and reports of growing consumer demand, I think that it is unlikely that a reduction in demand will be reflected in the current quarter’s earnings report. In fact, one source reports that the growing demand for iPhone 13 is helping Apple capture market share in the smartphone space.The Cupertino, California-based Apple accounted for 18% of the smartphone market, up from 15% in the first-quarter of 2021, even as overall smartphone shipments fell 11%, due to \"unfavorable economic conditions and sluggish seasonal demand.\"\"While the iPhone 13 series continues to capture consumer demand, the new iPhone SE launched in March is becoming an important mid-range volume driver for Apple,\" Canalys Analyst Sanyam Chaurasia said in a statement.Investor Sentiment and Analyst RatingsWall Street analysts are bullish on Apple stock with 27 Strong Buy, 7 Buy, 1 Sell and 1 Strong Sell rating.Analyst Ratings (Seeking Alpha)The consensus of SA authors and current Quant ratings give AAPL a Hold rating overall. Often, just before an earnings report there are many conflicting opinions on whether to buy, sell, or hold Apple stock and this quarter is no exception with several recent articles published on SA that suggest selling the stock ahead of earnings.Some analysts are expecting Apple to announce an increase in share buybacks, a dividend increase, or both.Apple typically announces its latest buyback and dividend strategies in conjunction with its March-quarter earnings, and this year’s update could be the “most incremental potential positive” element of Apple’s entire report, according to Wells Fargo analyst Aaron Rakers.CFRA’s Angelo Zino sees the potential for a more buyback-heavy update, predicting a $100 billion increase to Apple’s share-repurchase authorization and a roughly 7% bump to its dividend.Chief Financial Officer Luca Maestri said on Apple’s last earnings call that the company expects to recognize record quarterly revenues in the March quarter, but that the YOY comparison may be challenging.We expect to achieve solid year-over-year revenue growth and set a March quarter revenue record despite significant supply constraints, which we estimate to be less than what we experienced during the December quarter. We expect our revenue growth rate to decelerate from the December quarter, primarily due to 2 factors. First, during the March quarter a year ago, we grew revenue by 54%. Remember that last year, we launched our new iPhones during the December quarter. While this year, we launched them during the September quarter. Due to the later launch a year ago, some of the associated channel inventory fill occurred during the March quarter last year. As a result of the different launch timing, we will face a more challenging year-over-year compare.Shareholder Actions – Dividends and BuybacksApple has been paying a small but growing dividend and most recently declared a cash dividend of $0.22 per share of common stock payable on February 10, 2022, to shareholders of record as of February 7, 2022. The dividend was increased by 7% in the March 2021 quarter and represents 9 years of consecutive dividend increases as shown in the dividend history chart from the Seeking Alpha Dividends page for AAPL.AAPL Dividend History (Seeking Alpha)The current yield sits at about 0.5% and the 4-year average dividend yield is 1%. However, the 5-year yield on cost is currently at about 2.5%, so for dividend growth investors who plan to hold the stock long-term that is an appealing consideration.In the March 2021 quarter, the dividend increase and share repurchase announcement included good news for Apple investors as explained by CFO Luca Maestri:As we continue to execute at an extremely high level, we were also able to return nearly $23 billion to shareholders during the March quarter. This included $3.4 billion in dividends and equivalents and $19 billion through open market repurchases of 147 million Apple shares. We continue to believe there is great value in our stock and maintain our target of reaching a net cash neutral position over time.Given the confidence we have in our business today and into the future, our Board has authorized an additional $90 billion for share repurchases. We're also raising our dividend by 7% to $0.22 per share, and we continue to plan for annual increases in the dividend going forward.Given that announcement and the record revenues recognized in the December quarter, analysts and investors are expecting another dividend increase and additional share repurchases to be announced in the upcoming earnings report on April 27.Looking Ahead with CautionOne potential caution for investors to look for in the earnings report for the quarter ending in March is the outlook and guidance for the next quarter ending in June. Ongoing lockdowns in China and continuing supply chain issues may not have had a detrimental impact on the early part of 2022 but could negatively impact earnings for the second quarter (which is Apple’s fiscal Q3).According to some analysts the shipments of Macs could be impacted by ongoing lockdowns and supply chain disruptions in China:Huberty cautioned that COVID-related lockdowns in major China manufacturing hubs, such as Shanghai, Kunshan, and Zhengzhou, could cause Apple to \"take a more cautious stance when providing commentary on the June quarter given the unpredictable nature of potential future lockdowns.Another analyst gave a neutral rating on Apple stock given the uncertainty around China:Crockett set a price target of $184 a share on Apple's stock in addition to setting his neutral rating on the company's shares. Crockett said that while Apple saw its Mac and iPad businesses get a boost due to the COVID-19 pandemic, and the company had a strong new iPhone release last year, it is facing new obstacles coming from China, where many of its products are made.Earnings are also due next week for Alphabet (GOOG), Amazon (AMZN) and Meta (FB). If any of those megacap tech stocks have a poor earnings report or suggest a slowdown in consumer spending that could have a negative impact on Apple stock as well.I am long AAPL and holding in my No Guts No Glory portfolio as a core long-term position. I will be looking to add to my position if the price drops below $160.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145100428,"gmtCreate":1626192834464,"gmtModify":1703755349428,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Thanks for the update! ","listText":"Thanks for the update! ","text":"Thanks for the update!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145100428","repostId":"1120348548","repostType":4,"repost":{"id":"1120348548","kind":"news","pubTimestamp":1626189294,"share":"https://ttm.financial/m/news/1120348548?lang=&edition=fundamental","pubTime":"2021-07-13 23:14","market":"us","language":"en","title":"Netflix extends deals with Universal and Shonda Rimes; eyes boosting live events","url":"https://stock-news.laohu8.com/highlight/detail?id=1120348548","media":"seekingalpha","summary":"Netflix(NFLX+0.4%)will land exclusive streaming rights for animated feature films from Comcast's(NAS","content":"<ul>\n <li>Netflix(NFLX+0.4%)will land exclusive streaming rights for animated feature films from Comcast's(NASDAQ:CMCSA)Universal Filmed Entertainment Group under a new agreement, according to Variety.</li>\n <li>The agreement is reported to be a multi-year licensing deal and gives Netflix a window to stream upcoming animated films such as<i>Puss in Boots: The Last Wish</i>or<i>The Bad Guys</i> after a four month stint on Peacock. The new agreement builds upon Netflix's pre-existing Illumination output deal with Universal.</li>\n <li>Elsewhere in Netflix world, the company also inked a content extension deal with Shonda Rhimes for five years in a contract expected to be in the hundreds of millions.</li>\n <li>The streaming giant is also expected to continue building on its initial foray into live events, including a Bridgerton ball show scheduled for the fall.</li>\n <li>The flurry of Netflix news arrives with earnings due out next week. Netflix has topped revenue estimates in six straight quarters, but hasmissed EPS estimates in four of the last five quarters.</li>\n</ul>","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>Netflix extends deals with Universal and Shonda Rimes; eyes boosting live events</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\">\nNetflix extends deals with Universal and Shonda Rimes; eyes boosting live events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 23:14 GMT+8 <a href=https://seekingalpha.com/news/3714776-netflix-extends-deals-with-universal-and-shonda-rimes-eyes-boosting-live-events><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix(NFLX+0.4%)will land exclusive streaming rights for animated feature films from Comcast's(NASDAQ:CMCSA)Universal Filmed Entertainment Group under a new agreement, according to Variety.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3714776-netflix-extends-deals-with-universal-and-shonda-rimes-eyes-boosting-live-events\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3714776-netflix-extends-deals-with-universal-and-shonda-rimes-eyes-boosting-live-events","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120348548","content_text":"Netflix(NFLX+0.4%)will land exclusive streaming rights for animated feature films from Comcast's(NASDAQ:CMCSA)Universal Filmed Entertainment Group under a new agreement, according to Variety.\nThe agreement is reported to be a multi-year licensing deal and gives Netflix a window to stream upcoming animated films such asPuss in Boots: The Last WishorThe Bad Guys after a four month stint on Peacock. The new agreement builds upon Netflix's pre-existing Illumination output deal with Universal.\nElsewhere in Netflix world, the company also inked a content extension deal with Shonda Rhimes for five years in a contract expected to be in the hundreds of millions.\nThe streaming giant is also expected to continue building on its initial foray into live events, including a Bridgerton ball show scheduled for the fall.\nThe flurry of Netflix news arrives with earnings due out next week. Netflix has topped revenue estimates in six straight quarters, but hasmissed EPS estimates in four of the last five quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090616562,"gmtCreate":1643163261677,"gmtModify":1676533780911,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"One of the better stocks!","listText":"One of the better stocks!","text":"One of the better stocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090616562","repostId":"2206832219","repostType":4,"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090052986,"gmtCreate":1643040360896,"gmtModify":1676533767958,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090052986","repostId":"1153487783","repostType":4,"repost":{"id":"1153487783","kind":"news","pubTimestamp":1643036174,"share":"https://ttm.financial/m/news/1153487783?lang=&edition=fundamental","pubTime":"2022-01-24 22:56","market":"us","language":"en","title":"Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer","url":"https://stock-news.laohu8.com/highlight/detail?id=1153487783","media":"Seeking Alpha","summary":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the st","content":"<html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is "too much uncertainty in the near term" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after "thinking through potential scenarios for what happens next" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.</li><li>"Netflix subscribers are going nowhere," Uerkwitz said. "However, the cost of acquiring the incremental subscriber has likely become too high."</li><li>Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>"The best content slate we've seen is doing little to drive [subscriber] growth," Uerkwitz said. "If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library."</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its "Streaming Unwrapped 2021" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer</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\">\nNetflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 22:56 GMT+8 <a href=https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090052025,"gmtCreate":1643040332470,"gmtModify":1676533767959,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090052025","repostId":"2205802723","repostType":4,"repost":{"id":"2205802723","kind":"highlight","pubTimestamp":1643037267,"share":"https://ttm.financial/m/news/2205802723?lang=&edition=fundamental","pubTime":"2022-01-24 23:14","market":"us","language":"en","title":"4 Stocks That Can Turn $100,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2205802723","media":"Motley Fool","summary":"With time as an investors' ally, these game-changing stocks can make people rich.","content":"<html><head></head><body><p>Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based <b>S&P 500</b> to double from its bear market low. Furthermore, the widely followed index came close to tripling its long-term average annual return in 2021.</p><p>Despite this incredible outperformance, amazing deals remain. Patient investors who buy into innovative companies with clear-cut competitive advantages have a real chance to see their initial investment compound many times over.</p><p>If you have cash ready to invest and are willing to let time be your ally, the following four stocks all have the tools to turn $100,000 into $1 million by 2030.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fstack-of-one-hundred-dollar-bills-cash-money-invest-retire-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"491\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Teladoc Health</h2><p>There's no sugarcoating it: telehealth giant <b>Teladoc Health</b> (NYSE:TDOC) was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of 2021's biggest disappointments. After skyrocketing during the initial stages of the coronavirus pandemic, concerns about larger-than-expected losses tied to its Livongo Health acquisition, as well as worries about slowing growth in an eventual post-pandemic world, pushed shares more than 70% below their all-time high.</p><p>However, investors with time on their side can buy Teladoc Health now and take pride in owning a leading innovator in personalized care.</p><p>The easiest way to tell that that telemedicine is here to stay is to look at Teladoc's sales growth prior to the pandemic. In the seven years leading up to the coronavirus outbreak, the company averaged annual sales growth of 74%. That's not a year or two of simply being in the right place at the right time. Sales growth this consistent signals a sustained shift in how treatment is being administered in the U.S.</p><p>The great thing about telemedicine is that it provides benefits up and down the treatment chain. It's almost always more convenient for patients, and it can allow physicians easier access to chronically ill patients. This ease of access should result in improved patient outcomes and lower costs for health insurance companies. The latter is particularly important, as it could increase the likelihood that insurers will push for increased telehealth adoption in the years that lie ahead.</p><p>What's more, the higher costs associated with Teladoc's buyout of leading applied health signals company Livongo Health won't carry over into its 2022 financial results. This means investors can focus on what's important -- i.e., Livongo's efforts to enroll more chronic-care members in its service.</p><p>Teladoc has the solutions and innovation to be one of the fastest-growing healthcare stocks this decade.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fbusiness-meeting-tablets-laptops-graphs-charts-advertising-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>PubMatic</h2><p>A small-cap growth stock with large-cap aspirations that could realistically 10x investors' money by the turn of the decade is <b>PubMatic</b> (NASDAQ:PUBM).</p><p>PubMatic operates as a cloud-based, sell-side programmatic ad platform. In simple terms, this means PubMatic's solutions handle the optimization of ad placement for its clients, the publishers selling their display space. While publishers do offer some level of input, such as the minimum price they'd be willing to accept for their display space, it's PubMatic's programmatic ad platform that handles everything else.</p><p>What makes PubMatic such a no-brainer buy over the long term is the undeniable shift of advertising dollars to digital platforms. According to the company, global digital ad spend is expected to grow by an annual rate of 10% through 2024, with respective compound annual growth rates of 11%, 17%, and 11% for mobile, video, and connected TV (CTV)/over-the-top programmatic ads through mid-decade.</p><p>However, PubMatic's growth rate has consistently more than doubled industrywide estimates. In the third quarter alone, mobile and omnichannel video, which includes CTV, grew by 64% from the year-ago period. This digital omnichannel ad growth is precisely why PubMatic has reported four consecutive quarters of organic growth of at least 50%.</p><p>With the shift to digital ad spending picking up steam, PubMatic looks to be the best name to own in the programmatic ad space.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fa-key-unlocking-blockchain-digital-id-security-hacker-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Ping Identity Holdings</h2><p>Another fast-paced small-cap stock with the ability to turn $100,000 into $1 million by 2030 is cybersecurity company <b>Ping Identity</b> (NYSE:PING).</p><p>Cybersecurity is what I believe will be the safest sustainable double-digit growth trend throughout the decade. With more businesses than ever moving their data into the cloud during the pandemic, demand for third-party solutions to safeguard this information has skyrocketed. Since hackers and robots don't take a day off, the solutions provided by Ping Identity and its peers have effectively become basic-need services.</p><p>As its name implies, Ping's cloud-based and artificial intelligence-driven platform is primarily focused on identity verification. It's particularly effective when layered with on-premises solutions to assist with continuous verifications, risk assessment, and authorization (all areas where on-premises solutions may come up short).</p><p>What makes Ping Identity such an incredible deal is the company's temporary underperformance during the initial stages of the pandemic. The uncertainty of the pandemic led some of its customers to choose shorter time frames for their term-based licenses in 2020. While that was bad news for Ping's short-term revenue growth, it didn't slow the company's annual recurring revenue (ARR) growth, which has averaged in the mid-to-high teens. Since nearly all of Ping's revenue is derived from subscriptions, ARR is a much better indicator of Ping's overall health.</p><p>Ping Identity is profitable and steadily shifting clients to its high-margin software-as-a-service cybersecurity solutions over time. That's a recipe for success.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fwoman-testing-server-data-center-network-wireless-iot-business-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Fastly</h2><p>A fourth fast-growing company that can turn $100,000 into $1 million for investors by 2030 is edge cloud computing stock <b>Fastly</b> (NYSE:FSLY). The company is perhaps best known for being a content delivery network (i.e., it expedites the delivery of content to end users while maintaining/bolstering network security).</p><p>Similar to Teladoc, Fastly was creamed after the mid-February 2021 peak in growth stocks. Wall Street has been concerned with Fastly's wider-than-expected losses tied to higher head count and increased marketing expenses. Additionally, Fastly faced a backlash in June after a brief outage on its network disrupted service for a number of popular clients.</p><p>Although an outage isn't good news, this temporary disruption is now in the rearview mirror. More importantly, the outage hasn't cost Fastly its core clients. Third-quarter operating data showed sequential increases in enterprise customer count, average enterprise customer spend, and net retention rates.</p><p>Fastly's allure also has to do with its potential role in the metaverse. The metaverse is the next iteration of the internet, designed to let users interact with 3D virtual environments. One of the biggest challenges of the metaverse will be reducing latency and eliminating any lag following decisions or movements made in virtual worlds. Fastly's network should be leaned on heavily as the metaverse takes shape in the years to come.</p><p>With an adjusted gross margin that's consistently come in between 57% and 62%, Fastly is a good bet to net patient investors a whopper of a return over the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Stocks That Can Turn $100,000 Into $1 Million by 2030</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 Stocks That Can Turn $100,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 23:14 GMT+8 <a href=https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based S&P 500 to double from its bear market low. Furthermore, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4009":"广告","BK4548":"巴美列捷福持仓","BK4167":"医疗保健技术","FSLY":"Fastly, Inc.","BK4567":"ESG概念","BK4110":"抵押房地产投资信托","CTV":"Innovid","BK4097":"系统软件","BK4534":"瑞士信贷持仓","BK4116":"互联网服务与基础架构","ARR":"ARMOUR住宅房地产公司","PUBM":"PubMatic, Inc.","BK4504":"桥水持仓","PING":"Ping Identity Holding","BK4554":"元宇宙及AR概念","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205802723","content_text":"Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based S&P 500 to double from its bear market low. Furthermore, the widely followed index came close to tripling its long-term average annual return in 2021.Despite this incredible outperformance, amazing deals remain. Patient investors who buy into innovative companies with clear-cut competitive advantages have a real chance to see their initial investment compound many times over.If you have cash ready to invest and are willing to let time be your ally, the following four stocks all have the tools to turn $100,000 into $1 million by 2030.Image source: Getty Images.Teladoc HealthThere's no sugarcoating it: telehealth giant Teladoc Health (NYSE:TDOC) was one of 2021's biggest disappointments. After skyrocketing during the initial stages of the coronavirus pandemic, concerns about larger-than-expected losses tied to its Livongo Health acquisition, as well as worries about slowing growth in an eventual post-pandemic world, pushed shares more than 70% below their all-time high.However, investors with time on their side can buy Teladoc Health now and take pride in owning a leading innovator in personalized care.The easiest way to tell that that telemedicine is here to stay is to look at Teladoc's sales growth prior to the pandemic. In the seven years leading up to the coronavirus outbreak, the company averaged annual sales growth of 74%. That's not a year or two of simply being in the right place at the right time. Sales growth this consistent signals a sustained shift in how treatment is being administered in the U.S.The great thing about telemedicine is that it provides benefits up and down the treatment chain. It's almost always more convenient for patients, and it can allow physicians easier access to chronically ill patients. This ease of access should result in improved patient outcomes and lower costs for health insurance companies. The latter is particularly important, as it could increase the likelihood that insurers will push for increased telehealth adoption in the years that lie ahead.What's more, the higher costs associated with Teladoc's buyout of leading applied health signals company Livongo Health won't carry over into its 2022 financial results. This means investors can focus on what's important -- i.e., Livongo's efforts to enroll more chronic-care members in its service.Teladoc has the solutions and innovation to be one of the fastest-growing healthcare stocks this decade.Image source: Getty Images.PubMaticA small-cap growth stock with large-cap aspirations that could realistically 10x investors' money by the turn of the decade is PubMatic (NASDAQ:PUBM).PubMatic operates as a cloud-based, sell-side programmatic ad platform. In simple terms, this means PubMatic's solutions handle the optimization of ad placement for its clients, the publishers selling their display space. While publishers do offer some level of input, such as the minimum price they'd be willing to accept for their display space, it's PubMatic's programmatic ad platform that handles everything else.What makes PubMatic such a no-brainer buy over the long term is the undeniable shift of advertising dollars to digital platforms. According to the company, global digital ad spend is expected to grow by an annual rate of 10% through 2024, with respective compound annual growth rates of 11%, 17%, and 11% for mobile, video, and connected TV (CTV)/over-the-top programmatic ads through mid-decade.However, PubMatic's growth rate has consistently more than doubled industrywide estimates. In the third quarter alone, mobile and omnichannel video, which includes CTV, grew by 64% from the year-ago period. This digital omnichannel ad growth is precisely why PubMatic has reported four consecutive quarters of organic growth of at least 50%.With the shift to digital ad spending picking up steam, PubMatic looks to be the best name to own in the programmatic ad space.Image source: Getty Images.Ping Identity HoldingsAnother fast-paced small-cap stock with the ability to turn $100,000 into $1 million by 2030 is cybersecurity company Ping Identity (NYSE:PING).Cybersecurity is what I believe will be the safest sustainable double-digit growth trend throughout the decade. With more businesses than ever moving their data into the cloud during the pandemic, demand for third-party solutions to safeguard this information has skyrocketed. Since hackers and robots don't take a day off, the solutions provided by Ping Identity and its peers have effectively become basic-need services.As its name implies, Ping's cloud-based and artificial intelligence-driven platform is primarily focused on identity verification. It's particularly effective when layered with on-premises solutions to assist with continuous verifications, risk assessment, and authorization (all areas where on-premises solutions may come up short).What makes Ping Identity such an incredible deal is the company's temporary underperformance during the initial stages of the pandemic. The uncertainty of the pandemic led some of its customers to choose shorter time frames for their term-based licenses in 2020. While that was bad news for Ping's short-term revenue growth, it didn't slow the company's annual recurring revenue (ARR) growth, which has averaged in the mid-to-high teens. Since nearly all of Ping's revenue is derived from subscriptions, ARR is a much better indicator of Ping's overall health.Ping Identity is profitable and steadily shifting clients to its high-margin software-as-a-service cybersecurity solutions over time. That's a recipe for success.Image source: Getty Images.FastlyA fourth fast-growing company that can turn $100,000 into $1 million for investors by 2030 is edge cloud computing stock Fastly (NYSE:FSLY). The company is perhaps best known for being a content delivery network (i.e., it expedites the delivery of content to end users while maintaining/bolstering network security).Similar to Teladoc, Fastly was creamed after the mid-February 2021 peak in growth stocks. Wall Street has been concerned with Fastly's wider-than-expected losses tied to higher head count and increased marketing expenses. Additionally, Fastly faced a backlash in June after a brief outage on its network disrupted service for a number of popular clients.Although an outage isn't good news, this temporary disruption is now in the rearview mirror. More importantly, the outage hasn't cost Fastly its core clients. Third-quarter operating data showed sequential increases in enterprise customer count, average enterprise customer spend, and net retention rates.Fastly's allure also has to do with its potential role in the metaverse. The metaverse is the next iteration of the internet, designed to let users interact with 3D virtual environments. One of the biggest challenges of the metaverse will be reducing latency and eliminating any lag following decisions or movements made in virtual worlds. Fastly's network should be leaned on heavily as the metaverse takes shape in the years to come.With an adjusted gross margin that's consistently come in between 57% and 62%, Fastly is a good bet to net patient investors a whopper of a return over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174725298,"gmtCreate":1627142745314,"gmtModify":1703484767466,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Thanks for the insights. ","listText":"Thanks for the insights. ","text":"Thanks for the insights.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174725298","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8 <a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145103827,"gmtCreate":1626192915269,"gmtModify":1703755352060,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Thank you ","listText":"Thank you ","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145103827","repostId":"1128855782","repostType":4,"repost":{"id":"1128855782","kind":"news","pubTimestamp":1626187691,"share":"https://ttm.financial/m/news/1128855782?lang=&edition=fundamental","pubTime":"2021-07-13 22:48","market":"us","language":"en","title":"PepsiCo CFO: Taking share away from Coca-Cola","url":"https://stock-news.laohu8.com/highlight/detail?id=1128855782","media":"seekingalpha","summary":"Hugh Johnston, vice chairman and CFO at PepsiCo(NASDAQ:PEP), said Tuesday that the company's better-","content":"<ul>\n <li>Hugh Johnston, vice chairman and CFO at PepsiCo(NASDAQ:PEP), said Tuesday that the company's better-than-expected earnings came from adding market share, including taking away customers from its biggest competitor, Coca-Cola(NYSE:KO).</li>\n <li>Speaking to CNBC, Johnston reported that the company benefited from the post-COVID reopening and a strong performance from new products, like Mountain Dew Rise.</li>\n <li>Johnston's remarks followed the release of the company's quarterly results before the opening bell. The beverage and snack makerbeat Q2 expectations and raised its forecast for the full year.</li>\n <li>\"We feel awfully good about the way the business is performing right now,\" Johnston said.</li>\n <li>On its market share gains, the PepsiCo CFO cited improvements in most of its categories. This included gains against smaller players and against Coke, which Johnston didn't name specifically, but referred to as \"the biggest competitor down in Atlanta.\"</li>\n <li>Looking ahead, Johnston attributed the firm's increased guidance to its strong recent results and to good prospects for the rest of the year.</li>\n <li>\"We have historically as a company guided pretty conservatively, so I won't predict any beats going forward, but we're usually pretty good at being around the market or a little bit better,\" he said.</li>\n <li>PEP climbed more than 2% in early intraday trading on Tuesday, rising to $153.07. Thanks to the earnings beat, the stock reached an intraday 52-week high of $153.37.</li>\n <li>PEP has been gaining over the previous few weeks headed into the earnings release, moving out of a recent trading range.</li>\n <li>Still, the stock was virtually flat for 2021 as a whole headed into the quarterly report,after an early slide took shares to a level below $130.</li>\n</ul>","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>PepsiCo CFO: Taking share away from Coca-Cola</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\">\nPepsiCo CFO: Taking share away from Coca-Cola\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 22:48 GMT+8 <a href=https://seekingalpha.com/news/3714760-pepsico-cfo-taking-share-away-from-coca-cola><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hugh Johnston, vice chairman and CFO at PepsiCo(NASDAQ:PEP), said Tuesday that the company's better-than-expected earnings came from adding market share, including taking away customers from its ...</p>\n\n<a href=\"https://seekingalpha.com/news/3714760-pepsico-cfo-taking-share-away-from-coca-cola\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PEP":"百事可乐","KO":"可口可乐"},"source_url":"https://seekingalpha.com/news/3714760-pepsico-cfo-taking-share-away-from-coca-cola","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128855782","content_text":"Hugh Johnston, vice chairman and CFO at PepsiCo(NASDAQ:PEP), said Tuesday that the company's better-than-expected earnings came from adding market share, including taking away customers from its biggest competitor, Coca-Cola(NYSE:KO).\nSpeaking to CNBC, Johnston reported that the company benefited from the post-COVID reopening and a strong performance from new products, like Mountain Dew Rise.\nJohnston's remarks followed the release of the company's quarterly results before the opening bell. The beverage and snack makerbeat Q2 expectations and raised its forecast for the full year.\n\"We feel awfully good about the way the business is performing right now,\" Johnston said.\nOn its market share gains, the PepsiCo CFO cited improvements in most of its categories. This included gains against smaller players and against Coke, which Johnston didn't name specifically, but referred to as \"the biggest competitor down in Atlanta.\"\nLooking ahead, Johnston attributed the firm's increased guidance to its strong recent results and to good prospects for the rest of the year.\n\"We have historically as a company guided pretty conservatively, so I won't predict any beats going forward, but we're usually pretty good at being around the market or a little bit better,\" he said.\nPEP climbed more than 2% in early intraday trading on Tuesday, rising to $153.07. Thanks to the earnings beat, the stock reached an intraday 52-week high of $153.37.\nPEP has been gaining over the previous few weeks headed into the earnings release, moving out of a recent trading range.\nStill, the stock was virtually flat for 2021 as a whole headed into the quarterly report,after an early slide took shares to a level below $130.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057120564,"gmtCreate":1655480338359,"gmtModify":1676535648248,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Love Apple 🍎!!","listText":"Love Apple 🍎!!","text":"Love Apple 🍎!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057120564","repostId":"1145834940","repostType":4,"repost":{"id":"1145834940","kind":"news","pubTimestamp":1655475881,"share":"https://ttm.financial/m/news/1145834940?lang=&edition=fundamental","pubTime":"2022-06-17 22:24","market":"us","language":"en","title":"Apple Continues To Expand Into An Area Few Initially Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1145834940","media":"Seeking Alpha","summary":"SummaryIn streaming, content is king and the latest arms race to secure that content is coming from ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>In streaming, content is king and the latest arms race to secure that content is coming from the world of sports where Apple just made another big move this week.</li><li>The company has inked a new 10-year deal with Major League Soccer (MLS) that would serve as a one-stop shop for fans starting in 2023.</li><li>Paired with its earlier baseball deal, Apple continues to expand into a new space for them, but one where consumers have considerable interest.</li><li>Apple may also not be done shopping in this space as there are multiple rumors that the company is close to acquiring NFL’s Sunday Ticket package of games.</li><li>Apple’s streaming strategy has always been a fluid one, but part of its success is because it’s open to change, which is needed to keep up with the pack.</li></ul><p>When you think of Apple (NASDAQ:AAPL) it's safe to say the word "sports" doesn't necessarily come to mind.</p><p>Given Apple's a tech company, that would make sense but also given Apple's penchant for innovation, it also shouldn't be a real shock either.</p><p>This week, Apple made another big deal for its streaming platform and at the same time stands ready to do what it does best … drag others into the future whether they are ready or not.</p><p>First, as always, some background.</p><p>We know in streaming that content is king, and the latest arms race to secure that content is coming from the world of sports. A number of the streamers have already dived into this space, and it is expected to remain a lucrative field for some time to come.</p><p>Apple is no exception. While it entered the fray late, in typical Apple fashion it made its presence felt.</p><p>A few months ago, it signed a deal with MLB for a new Friday Night baseball double-header packages that brought games exclusively to Apple TV+. It was presumed to be the first step in a larger play, and this week those presumptions were proven correct.</p><p>Apple has swooped in and signed the rights to Major League Soccer (MLS) in a new 10-year deal slated to kick off early next year. The package includes ALL the MLS games and promises to be a one-stop-shop for soccer fans.</p><p>There's a lot to unpack there because it's big news on a variety of levels.</p><p>At the basic level, it adds soccer to the Apple TV family of content, which paired with baseball continues to see it expand into a market where consumers have interest. With an Apple TV+ subscription bundled into the deal, it also helps (once-again) juice its subscriber count.</p><p>And then there is the larger level, that as usual with Apple, will have far-reaching effects.</p><p>The MLS deal is not your typical content play. It is not just about getting the games, it's about getting all the games and building what amounts to a new service specifically designed for Major League Soccer - not unlike what MLB, NHL and NBA have for their games. Keep in mind, this would also be a gated-off premium area in the Apple TV app that will be separate from the other Apple TV+ offerings.</p><p>Again innovation.</p><p>Getting all the games is no small feat as currently the other major sports, which offer similar all-in-one packages through cable/streaming, have blackout restrictions in place. In other words, you can't watch your home market team anywhere but through whatever channel has the broadcast rights in your area.</p><p>This new deal bypasses those blackouts.</p><p>It's essentially a roadmap for other leagues to follow and eventually ditch the arcane restrictions that have hampered sports for years. Originally, the rules were put in place to help protect key rights owners, but a lot of things have evolved since that point.</p><p>This new model makes for a strong package that if you are a fan of MLS, you'll likely consider buying.</p><p>Of course, we don't yet know what the cost will be, but Apple did make a point to mention that select (and meaningful) games would also be available for free to Apple TV+ subscribers, which also makes sense.</p><p>In either case, it is very clear Apple believes in the popularity of soccer and is looking to associate itself with it for the foreseeable future.</p><p>But the company isn't likely done there, and as one analyst put it, "this may just be an appetizer" for Apple.</p><p>It's a sentiment seemingly echoed by Wedbush Securities Managing Director Dan Ives who went a little more in-depth in an interview with Yahoo! saying "there's been a clear DNA change within Apple the last 18 months about live sports content."</p><p>Backing up that assumption is the belief that Apple either has made a deal or is close to making a deal with the NFL to take over its Sunday Ticket package of games from DirecTV, also starting in 2023. The package is expected to move to a streamer, and Apple TV would be a natural fit.</p><p>If the rumor is true, Sunday Ticket would likely follow this same approach where it would be a pay-walled area separate from Apple TV+ content but have some type of free options.</p><p>It would also be a huge win for Apple and further align them to compete in this streaming space. Having three of today's top leagues as partners providing some level of exclusive content and options through your pipeline will continue to help the platform stand out and define itself in a crowded market.</p><p>As CNBC put it, these types of deals"show how strong businesses can grow even in tough times."</p><p>Apple's streaming path has long been a mystery that has baffled the industry and its experts. Many have summarized it was everything from a costly flop to a loss leader, when in reality it's always been a value-added play.</p><p>Part of that success is because it's open to changes and is trying to be as nimble as possible to keep up with the pack. It is seeing what the market is doing - or in some cases not doing - and pivoting accordingly. For now, that along with a quality over quantity approach seems to be working…even if it just fully decided to fully lean into that direction the other year.</p><p>Sports was an area that was always on the peripherals of the company's tentacles but never one many assumed it would splurge to get involved with in a major capacity. Even the MLB deal didn't give clear guidance as it was a very "Apple" deal that dipped its toe in the waters at a modest price … after all it was just two games a week.</p><p>This MLS deal is on the opposite end of the spectrum - Apple didn't just test the waters here, it bought the pool!</p><p>While not confirmed, many are reporting this was a $2.5 billion deal which is a very un-Apple like move. It is known for not spending big, instead, it just finds workarounds when the price tag gets too high or it finds new ways to make the numbers work in their favor.</p><p>This is Apple buying in fully to the concept.</p><p>And that should worry others in the space.</p><p>Remember when Apple decided to do away with the headphone jack and consumers basically had to go along with it if they wanted an iPhone. It's the same thing here, just in this case switch out consumers for the industry itself. Apple's showing a new way of doing things is possible, with things like blackout restrictions not being the end-all anymore.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Continues To Expand Into An Area Few Initially Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Continues To Expand Into An Area Few Initially Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 22:24 GMT+8 <a href=https://seekingalpha.com/article/4518837-apple-continues-to-expand-into-area-few-initially-expected><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn streaming, content is king and the latest arms race to secure that content is coming from the world of sports where Apple just made another big move this week.The company has inked a new 10-...</p>\n\n<a href=\"https://seekingalpha.com/article/4518837-apple-continues-to-expand-into-area-few-initially-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4518837-apple-continues-to-expand-into-area-few-initially-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145834940","content_text":"SummaryIn streaming, content is king and the latest arms race to secure that content is coming from the world of sports where Apple just made another big move this week.The company has inked a new 10-year deal with Major League Soccer (MLS) that would serve as a one-stop shop for fans starting in 2023.Paired with its earlier baseball deal, Apple continues to expand into a new space for them, but one where consumers have considerable interest.Apple may also not be done shopping in this space as there are multiple rumors that the company is close to acquiring NFL’s Sunday Ticket package of games.Apple’s streaming strategy has always been a fluid one, but part of its success is because it’s open to change, which is needed to keep up with the pack.When you think of Apple (NASDAQ:AAPL) it's safe to say the word \"sports\" doesn't necessarily come to mind.Given Apple's a tech company, that would make sense but also given Apple's penchant for innovation, it also shouldn't be a real shock either.This week, Apple made another big deal for its streaming platform and at the same time stands ready to do what it does best … drag others into the future whether they are ready or not.First, as always, some background.We know in streaming that content is king, and the latest arms race to secure that content is coming from the world of sports. A number of the streamers have already dived into this space, and it is expected to remain a lucrative field for some time to come.Apple is no exception. While it entered the fray late, in typical Apple fashion it made its presence felt.A few months ago, it signed a deal with MLB for a new Friday Night baseball double-header packages that brought games exclusively to Apple TV+. It was presumed to be the first step in a larger play, and this week those presumptions were proven correct.Apple has swooped in and signed the rights to Major League Soccer (MLS) in a new 10-year deal slated to kick off early next year. The package includes ALL the MLS games and promises to be a one-stop-shop for soccer fans.There's a lot to unpack there because it's big news on a variety of levels.At the basic level, it adds soccer to the Apple TV family of content, which paired with baseball continues to see it expand into a market where consumers have interest. With an Apple TV+ subscription bundled into the deal, it also helps (once-again) juice its subscriber count.And then there is the larger level, that as usual with Apple, will have far-reaching effects.The MLS deal is not your typical content play. It is not just about getting the games, it's about getting all the games and building what amounts to a new service specifically designed for Major League Soccer - not unlike what MLB, NHL and NBA have for their games. Keep in mind, this would also be a gated-off premium area in the Apple TV app that will be separate from the other Apple TV+ offerings.Again innovation.Getting all the games is no small feat as currently the other major sports, which offer similar all-in-one packages through cable/streaming, have blackout restrictions in place. In other words, you can't watch your home market team anywhere but through whatever channel has the broadcast rights in your area.This new deal bypasses those blackouts.It's essentially a roadmap for other leagues to follow and eventually ditch the arcane restrictions that have hampered sports for years. Originally, the rules were put in place to help protect key rights owners, but a lot of things have evolved since that point.This new model makes for a strong package that if you are a fan of MLS, you'll likely consider buying.Of course, we don't yet know what the cost will be, but Apple did make a point to mention that select (and meaningful) games would also be available for free to Apple TV+ subscribers, which also makes sense.In either case, it is very clear Apple believes in the popularity of soccer and is looking to associate itself with it for the foreseeable future.But the company isn't likely done there, and as one analyst put it, \"this may just be an appetizer\" for Apple.It's a sentiment seemingly echoed by Wedbush Securities Managing Director Dan Ives who went a little more in-depth in an interview with Yahoo! saying \"there's been a clear DNA change within Apple the last 18 months about live sports content.\"Backing up that assumption is the belief that Apple either has made a deal or is close to making a deal with the NFL to take over its Sunday Ticket package of games from DirecTV, also starting in 2023. The package is expected to move to a streamer, and Apple TV would be a natural fit.If the rumor is true, Sunday Ticket would likely follow this same approach where it would be a pay-walled area separate from Apple TV+ content but have some type of free options.It would also be a huge win for Apple and further align them to compete in this streaming space. Having three of today's top leagues as partners providing some level of exclusive content and options through your pipeline will continue to help the platform stand out and define itself in a crowded market.As CNBC put it, these types of deals\"show how strong businesses can grow even in tough times.\"Apple's streaming path has long been a mystery that has baffled the industry and its experts. Many have summarized it was everything from a costly flop to a loss leader, when in reality it's always been a value-added play.Part of that success is because it's open to changes and is trying to be as nimble as possible to keep up with the pack. It is seeing what the market is doing - or in some cases not doing - and pivoting accordingly. For now, that along with a quality over quantity approach seems to be working…even if it just fully decided to fully lean into that direction the other year.Sports was an area that was always on the peripherals of the company's tentacles but never one many assumed it would splurge to get involved with in a major capacity. Even the MLB deal didn't give clear guidance as it was a very \"Apple\" deal that dipped its toe in the waters at a modest price … after all it was just two games a week.This MLS deal is on the opposite end of the spectrum - Apple didn't just test the waters here, it bought the pool!While not confirmed, many are reporting this was a $2.5 billion deal which is a very un-Apple like move. It is known for not spending big, instead, it just finds workarounds when the price tag gets too high or it finds new ways to make the numbers work in their favor.This is Apple buying in fully to the concept.And that should worry others in the space.Remember when Apple decided to do away with the headphone jack and consumers basically had to go along with it if they wanted an iPhone. It's the same thing here, just in this case switch out consumers for the industry itself. Apple's showing a new way of doing things is possible, with things like blackout restrictions not being the end-all anymore.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054103384,"gmtCreate":1655348523148,"gmtModify":1676535620181,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Despite good news, most of the time it still doesn't do well. ","listText":"Despite good news, most of the time it still doesn't do well. ","text":"Despite good news, most of the time it still doesn't do well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054103384","repostId":"2243943082","repostType":4,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018790220,"gmtCreate":1649085415743,"gmtModify":1676534448007,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Alright ","listText":"Alright ","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018790220","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","kind":"highlight","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<html><head></head><body><p>The past six months have been a turbulent ride for investors in <b>Sea Limited</b>, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.</p><p>These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672698%2Fwoman-shipping-products-ecommerce-sea.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Is international expansion hitting a roadblock?</h2><p>Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.</p><p>Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.</p><p>Why would Sea exit potentially <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.</p><h2>Digging deeper may offer some clues</h2><p>The seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included <i>Free Fire</i>, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was <i>Free Fire</i> banned, when Sea is a Singaporean company, not a Chinese one.</p><p>One likely reason is that <b>Tencent Holdings</b>, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted <i>Free Fire Max</i>, the premium version of <i>Free Fire</i>, to continue operations in India.</p><p>So how does the above event lead to Sea's India exit for Shopee? <i>Free Fire</i> is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed <i>Free Fire</i> to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.</p><p><i>Free Fire Max</i> doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having <i>Free Fire</i> to lay the foundation in India threw a wrench in Sea's proven formula for expansion.</p><p>Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.</p><h2>Robust execution and long runway bode well</h2><p>Sea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy <i>Free Fire</i> in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. <i>Free Fire</i> has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.</p><p>The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.</p><p>The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.</p><p>The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.</p><p>Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.</p><h2>Now may be a good time to board the ship</h2><p>Management is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and <i>Free Fire</i>'s ban in India. But Li remains aspirational and focused on the long-term prospects of the company.</p><p>Responding to the over 65% drop in the company's share price, Li assured employees in an email: "Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly <i>maximise our long-term potential</i>." Lee went on to say: "The scale of our ambition remains unchanged: to make a long-lasting mark in history."</p><p>Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of <i>failing fast</i> leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.</p><p><img src=\"https://static.tigerbbs.com/6a51ad9bb122e14425e4fa9b19c3f402\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Let This 1 Decision Sour You on Sea Limited</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\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8 <a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">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://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004728327,"gmtCreate":1642694480881,"gmtModify":1676533736932,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Good stuff ","listText":"Good stuff ","text":"Good stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004728327","repostId":"1126677206","repostType":4,"repost":{"id":"1126677206","kind":"news","pubTimestamp":1642687281,"share":"https://ttm.financial/m/news/1126677206?lang=&edition=fundamental","pubTime":"2022-01-20 22:01","market":"us","language":"en","title":"Apple Stock: How To Trade It Before And After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1126677206","media":"TheStreet","summary":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what","content":"<html><head></head><body><p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.</p><p>Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.</p><p>Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park, in Cupertino, CA.</span></p><p><b>Buy AAPL on earnings day</b></p><p>Have you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has <i>not</i> traded in line with the mantra during earnings seasons.</p><p>A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to <i>underperform</i> its own two-week average ahead of the earnings release; but then the price tends to <i>spike</i> shortly after the results are published.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dbcbd828ea8b0f101472179795433cf\" tg-width=\"892\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Median 2-week returns, Earnings vs. non-earnings.</span></p><p>Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.</p><p>After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.</p><p>The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.</p><p><b>Consider seasonality</b></p><p>Looking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.</p><p>While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815dafc7decf67564014bbbd36f5cf1a\" tg-width=\"1238\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average monthly returns vs. S&P 500 (seasonality).</span></p><p>The better news is that February tends to mark a long, four-month period of outperformance over the S&P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.</p><p><b>Don’t forget fundamentals and value</b></p><p>Of course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.</p><p>I believe that the Cupertno company continues to be one of the best (if not <i>the</i> best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.</p><p>Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How To Trade It Before And After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How To Trade It Before And After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 22:01 GMT+8 <a href=https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126677206","content_text":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?Figure 1: Apple Park, in Cupertino, CA.Buy AAPL on earnings dayHave you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has not traded in line with the mantra during earnings seasons.A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to underperform its own two-week average ahead of the earnings release; but then the price tends to spike shortly after the results are published.Figure 2: Median 2-week returns, Earnings vs. non-earnings.Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.Consider seasonalityLooking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.Figure 3: Average monthly returns vs. S&P 500 (seasonality).The better news is that February tends to mark a long, four-month period of outperformance over the S&P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.Don’t forget fundamentals and valueOf course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.I believe that the Cupertno company continues to be one of the best (if not the best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005605992,"gmtCreate":1642266612027,"gmtModify":1676533696600,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Thanks for sharing. ","listText":"Thanks for sharing. ","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005605992","repostId":"2203126977","repostType":4,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004280344,"gmtCreate":1642608505917,"gmtModify":1676533727520,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Agreed ","listText":"Agreed ","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004280344","repostId":"1125277238","repostType":4,"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004097309,"gmtCreate":1642437080370,"gmtModify":1676533710659,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Totally agree!","listText":"Totally agree!","text":"Totally agree!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004097309","repostId":"2204775898","repostType":4,"repost":{"id":"2204775898","kind":"highlight","pubTimestamp":1642420611,"share":"https://ttm.financial/m/news/2204775898?lang=&edition=fundamental","pubTime":"2022-01-17 19:56","market":"us","language":"en","title":"3 Stocks I'm Buying During a Tech Stock Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=2204775898","media":"Motley Fool","summary":"A sell-off is a good opportunity to buy shares of these three companies.","content":"<html><head></head><body><p>Tech stocks have gotten off to a rough start this year. For instance, the tech-heavy <b>Nasdaq Composite</b> index is down 5% so far.</p><p>If this continues into full-blown correction territory, widely considered a 10% decline, investors can pick up certain tech stocks at good valuations. That's because a broad sell-off affects most stocks, even those of high-quality companies. Fortunately, these three companies have strong long-term earnings prospects, making them ideal candidates for buy-and-hold investors.</p><h4><b>1.<a href=\"https://laohu8.com/S/GOOG\">Alphabet </a></b></h4><p><a href=\"https://laohu8.com/S/GOOG\"><b>Alphabet</b> </a> is so much more than a search engine. Its products also include Android, Chrome, Google Maps, YouTube, and Google Cloud. In other words, very popular offerings that drive advertising revenue and user fees.</p><p>Fortunately, management continues to push the company forward, allowing it to evolve rather than grow stale like many other tech companies. For example, Alphabet continues to improve its search engine. Instead of typing a query into a simple search bar, users can now speak into multiple devices to find what they need. The company continues to look for ways to improve the function to make sure it returns appropriate and reliable information. Alphabet's search business continues to grow, including a 46% revenue increase in the first nine months of 2021 to $105.7 billion. There are also its YouTube ads and Google cloud offerings, which experienced 57% and 48% revenue growth to $20.2 billion and $13.7 billion, respectively.</p><p>These are part of the vision management laid out to become an artificial-intelligence-first company. A person can see how well its plans are working by looking at Alphabet's results, which have shown continued strong revenue and income growth. Excluding foreign-currency effects, its third-quarter revenue grew by 39% to $65.3 billion. And its operating income nearly doubled to $21 billion.</p><p>Advertising made up 82% of the quarterly revenue, and the outlook for digital ads remains strong. Google generates ads on its sites, including search plus other properties like Gmail and Google Maps. These involve paid clicks and impressions. YouTube has traditional advertising.</p><p>With a price-earnings ratio (P/E) of 27, the stock isn't as expensive as it was a few months ago when it was above 30. This also isn't much off of the <b>S&P 500</b>'s P/E of 29. Considering Alphabet's strong growth prospects, the stock doesn't appear richly valued.</p><h4><b>2. <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a></b></h4><p><a href=\"https://laohu8.com/S/MSFT\"><b>Microsoft</b> </a> remains at the top of its game. Its three businesses, productivity and business processes (including Office and LinkedIn), intelligent cloud, and more personal computing (Windows, devices, and gaming, among other products), continue to do well.</p><p>And management continues to bolster Microsoft's strong market position. This includes acquiring Nuance Communications last year for $19.7 billion, strengthening its cloud offerings. In particular, the deal boosted Microsoft's offerings to the healthcare industry, which it only began providing in 2020. Nuance's products include speech-enabled artificial intelligence, helping reduce paperwork. This already uses Microsoft's Azure cloud platform, which is among its several other cloud services..</p><p>In the fiscal first quarter, which ended on Sept. 30, 2021, the intelligent cloud business experienced a 30.6% increase in revenue to nearly $17 billion. Overall, Microsoft's quarterly revenue grew by 20% after removing the effects of foreign currency translations, to $45.3 billion. This drove operating income 24% higher to $20.2 billion. Its operating margin expanded by 1.9 percentage points to 44.7%</p><p>Microsoft's P/E stands at 34, down from above 38 at the end of 2021. With all of the company's services and products showing significant growth on top of the new opportunities, any chance to get the stock at its relatively "lower" P/E could pay off.</p><h4><b>3. <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a></b></h4><p><a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a> makes graphics cards. In fact, it is one of the dominant companies in the space. This innocuous-sounding description doesn't do it justice, however. Its products allow devices like computers to have high-quality graphics. It has also been pushing into other popular areas. These include artificial intelligence, autonomous vehicles, augmented reality, and virtual reality.</p><p>The company is poised to continue meeting the strong demand for high-performance laptops used by game aficionados, including a new 30 series graphics card. Meanwhile, it also plans on releasing a lower-end product. The market typically welcomes Nvidia's releases, and it has been anxiously awaiting a less expensive offering.</p><p>Nvidia continues to operate on all cylinders. Its fiscal third-quarter revenue rose by 50% to $7.1 billion, and operating income increased by 91% to $2.7 billion. The company's operating margin was 37.6%, eight percentage points higher than a year ago.</p><p>Investing in tech stocks presents challenges in a fast-moving world. But these companies have proven staying power. Better still, with an eye to the future, each should continue staying relevant to its customers and continue driving revenue growth. While tech stocks have had a rough start to the year, these three will prove long-term winners, and investors should view any overall decline in the sector as a good opportunity to buy shares.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks I'm Buying During a Tech Stock Correction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks I'm Buying During a Tech Stock Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 19:56 GMT+8 <a href=https://www.fool.com/investing/2022/01/17/3-stocks-im-buying-during-a-tech-stock-correction/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks have gotten off to a rough start this year. For instance, the tech-heavy Nasdaq Composite index is down 5% so far.If this continues into full-blown correction territory, widely considered ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/17/3-stocks-im-buying-during-a-tech-stock-correction/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4528":"SaaS概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","MSFT":"微软","GOOG":"谷歌","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4549":"软银资本持仓","BK4538":"云计算","BK4077":"互动媒体与服务","BK4141":"半导体产品","GOOGL":"谷歌A","BK4561":"索罗斯持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK4543":"AI","BK4527":"明星科技股","BK4514":"搜索引擎","BK4566":"资本集团","BK4525":"远程办公概念","NVDA":"英伟达","BK4516":"特朗普概念","BK4567":"ESG概念","BK4553":"喜马拉雅资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/17/3-stocks-im-buying-during-a-tech-stock-correction/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204775898","content_text":"Tech stocks have gotten off to a rough start this year. For instance, the tech-heavy Nasdaq Composite index is down 5% so far.If this continues into full-blown correction territory, widely considered a 10% decline, investors can pick up certain tech stocks at good valuations. That's because a broad sell-off affects most stocks, even those of high-quality companies. Fortunately, these three companies have strong long-term earnings prospects, making them ideal candidates for buy-and-hold investors.1.Alphabet Alphabet is so much more than a search engine. Its products also include Android, Chrome, Google Maps, YouTube, and Google Cloud. In other words, very popular offerings that drive advertising revenue and user fees.Fortunately, management continues to push the company forward, allowing it to evolve rather than grow stale like many other tech companies. For example, Alphabet continues to improve its search engine. Instead of typing a query into a simple search bar, users can now speak into multiple devices to find what they need. The company continues to look for ways to improve the function to make sure it returns appropriate and reliable information. Alphabet's search business continues to grow, including a 46% revenue increase in the first nine months of 2021 to $105.7 billion. There are also its YouTube ads and Google cloud offerings, which experienced 57% and 48% revenue growth to $20.2 billion and $13.7 billion, respectively.These are part of the vision management laid out to become an artificial-intelligence-first company. A person can see how well its plans are working by looking at Alphabet's results, which have shown continued strong revenue and income growth. Excluding foreign-currency effects, its third-quarter revenue grew by 39% to $65.3 billion. And its operating income nearly doubled to $21 billion.Advertising made up 82% of the quarterly revenue, and the outlook for digital ads remains strong. Google generates ads on its sites, including search plus other properties like Gmail and Google Maps. These involve paid clicks and impressions. YouTube has traditional advertising.With a price-earnings ratio (P/E) of 27, the stock isn't as expensive as it was a few months ago when it was above 30. This also isn't much off of the S&P 500's P/E of 29. Considering Alphabet's strong growth prospects, the stock doesn't appear richly valued.2. Microsoft Microsoft remains at the top of its game. Its three businesses, productivity and business processes (including Office and LinkedIn), intelligent cloud, and more personal computing (Windows, devices, and gaming, among other products), continue to do well.And management continues to bolster Microsoft's strong market position. This includes acquiring Nuance Communications last year for $19.7 billion, strengthening its cloud offerings. In particular, the deal boosted Microsoft's offerings to the healthcare industry, which it only began providing in 2020. Nuance's products include speech-enabled artificial intelligence, helping reduce paperwork. This already uses Microsoft's Azure cloud platform, which is among its several other cloud services..In the fiscal first quarter, which ended on Sept. 30, 2021, the intelligent cloud business experienced a 30.6% increase in revenue to nearly $17 billion. Overall, Microsoft's quarterly revenue grew by 20% after removing the effects of foreign currency translations, to $45.3 billion. This drove operating income 24% higher to $20.2 billion. Its operating margin expanded by 1.9 percentage points to 44.7%Microsoft's P/E stands at 34, down from above 38 at the end of 2021. With all of the company's services and products showing significant growth on top of the new opportunities, any chance to get the stock at its relatively \"lower\" P/E could pay off.3. Nvidia Nvidia makes graphics cards. In fact, it is one of the dominant companies in the space. This innocuous-sounding description doesn't do it justice, however. Its products allow devices like computers to have high-quality graphics. It has also been pushing into other popular areas. These include artificial intelligence, autonomous vehicles, augmented reality, and virtual reality.The company is poised to continue meeting the strong demand for high-performance laptops used by game aficionados, including a new 30 series graphics card. Meanwhile, it also plans on releasing a lower-end product. The market typically welcomes Nvidia's releases, and it has been anxiously awaiting a less expensive offering.Nvidia continues to operate on all cylinders. Its fiscal third-quarter revenue rose by 50% to $7.1 billion, and operating income increased by 91% to $2.7 billion. The company's operating margin was 37.6%, eight percentage points higher than a year ago.Investing in tech stocks presents challenges in a fast-moving world. But these companies have proven staying power. Better still, with an eye to the future, each should continue staying relevant to its customers and continue driving revenue growth. While tech stocks have had a rough start to the year, these three will prove long-term winners, and investors should view any overall decline in the sector as a good opportunity to buy shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803948213,"gmtCreate":1627404581232,"gmtModify":1703489378547,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Heart attack","listText":"Heart attack","text":"Heart attack","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803948213","repostId":"1142426532","repostType":4,"repost":{"id":"1142426532","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627393073,"share":"https://ttm.financial/m/news/1142426532?lang=&edition=fundamental","pubTime":"2021-07-27 21:37","market":"us","language":"en","title":"EV Stocks dipped in Tuesday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142426532","media":"Tiger Newspress","summary":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell ","content":"<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell 1%.</p>\n<p><img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks dipped in Tuesday 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; 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\">\nEV Stocks dipped in Tuesday 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\">2021-07-27 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell 1%.</p>\n<p><img src=\"https://static.tigerbbs.com/a7f4e0f36f492799e5e63a0d3ecf9b75\" tg-width=\"380\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NKLA":"Nikola Corporation","FSR":"菲斯克","LCID":"Lucid Group Inc","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车","FFIE":"Faraday Future","NIU":"小牛电动"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142426532","content_text":"EV Stocks dipped in Tuesday morning trading.Xpeng Motors fell 3%,Nio and Li Auto fell 2%,Tesla fell 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147545232,"gmtCreate":1626367633626,"gmtModify":1703758881078,"author":{"id":"4088045667741780","authorId":"4088045667741780","name":"fairybabe","avatar":"https://static.tigerbbs.com/ae0bdeeb1aab4a4b92a13516c4f758a5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088045667741780","authorIdStr":"4088045667741780"},"themes":[],"htmlText":"Wish I bought it earlier!","listText":"Wish I bought it earlier!","text":"Wish I bought it earlier!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147545232","repostId":"2151154518","repostType":4,"repost":{"id":"2151154518","kind":"news","pubTimestamp":1626361307,"share":"https://ttm.financial/m/news/2151154518?lang=&edition=fundamental","pubTime":"2021-07-15 23:01","market":"us","language":"en","title":"Netflix Plans to Offer Video Games in Push Beyond Films, TV","url":"https://stock-news.laohu8.com/highlight/detail?id=2151154518","media":"Bloomberg","summary":"(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an ex","content":"<p>(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. executive to lead the effort.</p>\n<p>Mike Verdu will join Netflix as vice president of game development, reporting to Chief Operating Officer Greg Peters, the company said on Wednesday. Verdu was previously Facebook’s vice president in charge of working with developers to bring games and other content to Oculus virtual-reality headsets.</p>\n<p>The idea is to offer video games on Netflix’s streaming platform within the next year, according to a person familiar with the situation. The games will appear alongside current fare as a new programming genre -- similar to what Netflix did with documentaries or stand-up specials. The company doesn’t currently plan to charge extra for the content, said the person, who asked not to be identified because the deliberations are private.</p>\n<p>Netflix shares gained as much as 3.3% to $566 in late trading after Bloomberg reported the news. The stock had been up 1.3% this year through Wednesday’s close.</p>\n<p>Netflix has been seeking ways to keep growing, especially in more saturated markets such as the U.S. That’s included building out its kids’ programming, opening an online shop to sell merchandise, and tapping Steven Spielberg to bring more prestigious movies to its lineup. The company remains well ahead of streaming rivals such as Disney+ or HBO Max, but it added fewer subscribers than expected in its most recently reported quarter.</p>\n<p>Pushing into games would be <a href=\"https://laohu8.com/S/AONE\">one</a> of Netflix’s boldest moves yet. In Verdu, the company has an executive who worked on popular mobile games at Electronic Arts, including titles in the Sims, Plants vs. Zombies and Star Wars franchises. He also served as chief creative officer for <a href=\"https://laohu8.com/S/ZNGA\">Zynga</a> Inc. between 2009 and 2012.</p>\n<p>Netflix will be building out its gaming team in the coming months, according to the person familiar with the matter. The company has already started advertising for game-development related positions on its website.</p>\n<p>Video games give Netflix another way to lure new customers and also offer something none of its direct competitors currently provides. Walt Disney Co., AT&T Inc.’s WarnerMedia and Amazon.com Inc. all have access to live sports, but they don’t have gaming within their main video services.</p>\n<p>Ultimately, the move may make it easier for Netflix to justify price increases in coming years. Games also serve the purpose of helping market existing shows.</p>\n<p>Many of the largest tech companies do sell gaming options in addition to their video services. Apple Inc. has a platform called Arcade for games -- as well as a TV+ service for original video projects. But it charges extra for the gaming.</p>\n<p>What Bloomberg Intelligence says:“This is a natural extension of its Netflix’s content strategy, allowing it to mine intellectual property from popular shows like ‘Stranger Things.’ Though it may not generate much additional revenue, it will help deepen engagement and increase the service’s appeal and pricing power. Don’t expect this to be a turning point, but it shows that the company will explore new formats to increase time spent on the platform.”-- Geetha Ranganathan, BI media analyst</p>\n<p>The news jolted shares of GameStop Corp., the video-game retailer that’s been attempting a comeback. It fell as much as 10% in extended trading Wednesday.</p>\n<p>Evidence of Netflix’s plans to add games has already begun to appear in files hidden deep within the company’s app, according to research conducted by iOS developer Steve Moser that was shared with Bloomberg.</p>\n<p>Netflix has previously licensed the rights to games based on its shows -- including “Stranger Things” -- but this new initiative is much larger in scope. The Los Gatos, California-based company has yet to settle on a game-development strategy, said the person. In typical Netflix fashion, the company may start with just a few games and build from there.</p>\n<p>Interactive Shows</p>\n<p>Netflix also has made earlier forays into interactive programming, such as choose-your-own-adventure-style shows. It created versions of programs like “Carmen Sandiego” and “Black Mirror” in that format, which stops short of being a true video game.</p>\n<p>Netflix co-Chief Executive Officers Reed Hastings and Ted Sarandos have shared their interest in pushing into gaming in recent calls with analysts. They’ve also identified the battle-royale shooter game Fortnite as a competitor for its customers’ time.</p>\n<p>Still, Hollywood studios have a checkered history in the video-game business. Some companies have had a lot of success licensing their movies or TV shows for games, and Warner Bros. has created a handful of hit titles in-house over the years.</p>\n<p>But Disney, the world’s largest entertainment company, shut down most of its in-house gaming operations after years of unsuccessful efforts. It has since focused on licensing Marvel and Stars Wars properties for games.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Plans to Offer Video Games in Push Beyond Films, TV</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\">\nNetflix Plans to Offer Video Games in Push Beyond Films, TV\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 23:01 GMT+8 <a href=https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and Facebook Inc. executive to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞","EA":"艺电","AMZN":"亚马逊","GME":"游戏驿站","DIS":"迪士尼","ZNGA":"Zynga","T":"美国电话电报"},"source_url":"https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2151154518","content_text":"(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and Facebook Inc. executive to lead the effort.\nMike Verdu will join Netflix as vice president of game development, reporting to Chief Operating Officer Greg Peters, the company said on Wednesday. Verdu was previously Facebook’s vice president in charge of working with developers to bring games and other content to Oculus virtual-reality headsets.\nThe idea is to offer video games on Netflix’s streaming platform within the next year, according to a person familiar with the situation. The games will appear alongside current fare as a new programming genre -- similar to what Netflix did with documentaries or stand-up specials. The company doesn’t currently plan to charge extra for the content, said the person, who asked not to be identified because the deliberations are private.\nNetflix shares gained as much as 3.3% to $566 in late trading after Bloomberg reported the news. The stock had been up 1.3% this year through Wednesday’s close.\nNetflix has been seeking ways to keep growing, especially in more saturated markets such as the U.S. That’s included building out its kids’ programming, opening an online shop to sell merchandise, and tapping Steven Spielberg to bring more prestigious movies to its lineup. The company remains well ahead of streaming rivals such as Disney+ or HBO Max, but it added fewer subscribers than expected in its most recently reported quarter.\nPushing into games would be one of Netflix’s boldest moves yet. In Verdu, the company has an executive who worked on popular mobile games at Electronic Arts, including titles in the Sims, Plants vs. Zombies and Star Wars franchises. He also served as chief creative officer for Zynga Inc. between 2009 and 2012.\nNetflix will be building out its gaming team in the coming months, according to the person familiar with the matter. The company has already started advertising for game-development related positions on its website.\nVideo games give Netflix another way to lure new customers and also offer something none of its direct competitors currently provides. Walt Disney Co., AT&T Inc.’s WarnerMedia and Amazon.com Inc. all have access to live sports, but they don’t have gaming within their main video services.\nUltimately, the move may make it easier for Netflix to justify price increases in coming years. Games also serve the purpose of helping market existing shows.\nMany of the largest tech companies do sell gaming options in addition to their video services. Apple Inc. has a platform called Arcade for games -- as well as a TV+ service for original video projects. But it charges extra for the gaming.\nWhat Bloomberg Intelligence says:“This is a natural extension of its Netflix’s content strategy, allowing it to mine intellectual property from popular shows like ‘Stranger Things.’ Though it may not generate much additional revenue, it will help deepen engagement and increase the service’s appeal and pricing power. Don’t expect this to be a turning point, but it shows that the company will explore new formats to increase time spent on the platform.”-- Geetha Ranganathan, BI media analyst\nThe news jolted shares of GameStop Corp., the video-game retailer that’s been attempting a comeback. It fell as much as 10% in extended trading Wednesday.\nEvidence of Netflix’s plans to add games has already begun to appear in files hidden deep within the company’s app, according to research conducted by iOS developer Steve Moser that was shared with Bloomberg.\nNetflix has previously licensed the rights to games based on its shows -- including “Stranger Things” -- but this new initiative is much larger in scope. The Los Gatos, California-based company has yet to settle on a game-development strategy, said the person. In typical Netflix fashion, the company may start with just a few games and build from there.\nInteractive Shows\nNetflix also has made earlier forays into interactive programming, such as choose-your-own-adventure-style shows. It created versions of programs like “Carmen Sandiego” and “Black Mirror” in that format, which stops short of being a true video game.\nNetflix co-Chief Executive Officers Reed Hastings and Ted Sarandos have shared their interest in pushing into gaming in recent calls with analysts. They’ve also identified the battle-royale shooter game Fortnite as a competitor for its customers’ time.\nStill, Hollywood studios have a checkered history in the video-game business. Some companies have had a lot of success licensing their movies or TV shows for games, and Warner Bros. has created a handful of hit titles in-house over the years.\nBut Disney, the world’s largest entertainment company, shut down most of its in-house gaming operations after years of unsuccessful efforts. It has since focused on licensing Marvel and Stars Wars properties for games.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}