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ZackChia

ZackChia

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04-03

Its easy to say and find all the info to dupport it. But are you going to take any accountability if your wrong? No. Am i right?

Wall Street Strategist Who Called Dot-Com Crash Says Stocks Are in a Bubble Driven by Fed

04-02

Was a steal below $60, $50, $40, $30, $20, $10 and now $5. Also a steal at $1

NIO: Now A Steal Below $5

2023-11-20

Anyone who agrees to this bullshit should sell now lol. A bull run is uet to even start. Move on

The Stock Market Rally Is Likely To Vanish As Earnings Estimates Deteriorate

2023-11-14

Baba?! Hahahaha no way

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2023-11-06

i have a position in this company and it really pains me to say this - im ready to lose money here. Fortunately i have sized my position. This company isnt going to do well.

Warning: Nothing Is Stopping NIO Stock From Crashing Now

2023-10-25

Bro, dont write so much logic. The reason why baba still down is because baba is backed by investors belonging to jiang faction. As long as this remains, Xi would not let it rise because he cannot afford to have liquidity go towards the other faction. All your other logics dont matter.

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2023-10-03

Jerome powell should be fired.

Dow Falls 300 Points to Lows of Session on Interest Rate Threat

2023-08-30

Good luck 😂😂😂

PDD Holdings: Vastly Undervalued With A Wide Moat

2023-08-25

Should be happy its still being valued lol

Alibaba: Despite Positive Results, Still Undervalued

2023-08-16

Never. China stocks is not investable

Alibaba Q2: If You Are Not Buying Now, When Will You?

2023-07-11

Speculative af

7 EV Stocks to Make Your "Get Rich" Dreams Come True

2023-06-20

the past does not guarantee the future. drawing charts and all that is just one way to rationalise a person's belief. just keep DCA and you can end this article in one paragraph.

Sorry, the original content has been removed

2023-06-13

"I remain concerned about how slowly inflation is making its way back to 2%," said Narayana Kocherlakota" - seriously? Inflation just drop from 4.9 to 4%! Are these people seriously doing their job??

Fed-Rate Projections Could Rise to Underscore Inflation Anxieties

2023-06-10

Every bull run also most hated in history. Go check news headline mr CIO. Lol

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2023-06-08

Good luck. its already 3 yrs. Keep holding

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2023-06-05

No [LOL] [LOL] [LOL] good luck losing money with this shit stock lol.

Sorry, the original content has been removed

2023-05-11

Because singapore stocks cui.

Singapore Stocks End Lower on Thursday Despite Wall Street Gains

2023-01-11

Market bottoming soon already. Standby to enter

Wall St Ends Higher, Powell Comments Avoid Rate Policy

2022-10-14

Wait, thats all? When the market crashes you have so much to write and when it goes up these are what we see?

U.S. Stocks Trimmed Their Losses and Turned up in Morning Trading; Dow Jones Surged 0.85%, S&P 500 Jumped 0.67% While Nasdaq Rose 0.36%

2022-10-11

never trust what jp morgan says. Your welcome

U.S. Stocks Fall As Investors Look Ahead to Key Inflation Data, Earnings Reports

Go to Tiger App to see more news

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But are you going to take any accountability if your wrong? No. Am i right?","listText":"Its easy to say and find all the info to dupport it. But are you going to take any accountability if your wrong? No. Am i right?","text":"Its easy to say and find all the info to dupport it. But are you going to take any accountability if your wrong? No. Am i right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291108671992064","repostId":"2424042555","repostType":4,"repost":{"id":"2424042555","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712069657,"share":"https://www.laohu8.com/m/news/2424042555?lang=&edition=full","pubTime":"2024-04-02 22:54","market":"sh","language":"en","title":"Wall Street Strategist Who Called Dot-Com Crash Says Stocks Are in a Bubble Driven by Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2424042555","media":"Dow Jones","summary":"SocGen's Albert Edwards says the artificial-intelligence craze is getting out of hand. The artificial-intelligence craze and a \"loosey goosey\" Federal Reserve monetary policy have helped to spawn another bubble in U.S. stocks, according to a strategist who anticipated the dot-com crash of 2000.According to Albert Edwards, a global strategist at Société Générale known for his bearish takes on markets and the economy, the stock-market rally over the last five months has all the hallmarks of a bubble, including tacit help from the Fed and a convenient narrative: that the \"artificial intelligence revolution\" will drive a boom in corporate earnings.In the past, the S&P 500 has closely tracked analysts' optimism, Edwards said but more recently, the relationship appears to be heading in the wrong direction.As stock-market bulls wait around for AI to drive earnings into the stratosphere, \"those of us who lived through the late 1990s TMT bubble have heard it all before and roll our eyes skyward","content":"<html><head></head><body><p>The artificial-intelligence craze and a &#34;loosey goosey&#34; Federal Reserve monetary policy have helped to spawn another bubble in U.S. stocks, according to a strategist who anticipated the dot-com crash of 2000.</p><p>According to Albert Edwards, a global strategist at Société Générale known for his bearish takes on markets and the economy, the stock-market rally over the last five months has all the hallmarks of a bubble, including tacit help from the Fed and a convenient narrative: that the &#34;artificial intelligence revolution&#34; will drive a boom in corporate earnings.</p><p>But the reality is that AI has yet to deliver stronger earnings growth outside of a handful of companies, like Nvidia Corp <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>. As a result, analysts&#39; earnings revisions have failed to keep up as the S&amp;P 500 index rallied nearly 30% in five months, according to FactSet data, driving valuations to levels that are expensive relative to recent history.</p><p>The S&amp;P 500 recently traded at more than 20 times forward earnings, which is above its five- and 10-year averages and the highest level since January 2022, according to FactSet.</p><p>So far, AI hype isn&#39;t feeding through to expectations for stronger earnings in the immediate future. Over the past six months, the share of analysts&#39; earnings revisions that are upgrades has trended lower for both the S&amp;P 1500 Composite XX:SP1500 and the Nasdaq-100 NDX.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20b2bf023bf6f517028d5cec3ae098ef\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"352\"/><span>SOCIETE GENERALE</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/584b8397561c4a522da4d2f5800ca5bd\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"344\"/><span>SOCIETE GENERALE</span></p><p>In the past, the S&amp;P 500 has closely tracked analysts&#39; optimism, Edwards said but more recently, the relationship appears to be heading in the wrong direction.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/597a0028992bb61cbf360be7dd5d5b4f\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"339\"/><span>SOCIETE GENERALE</span></p><p>As stock-market bulls wait around for AI to drive earnings into the stratosphere, &#34;those of us who lived through the late 1990s TMT bubble have heard it all before and roll our eyes skyward,&#34; Edwards said.</p><p>Instead of being driven by stronger profits, the true source of the market&#39;s strength appears to be abundant Fed-induced liquidity. Edwards is hardly alone in pointing this out.</p><p>The notion that the Fed&#39;s quantitative tightening has led to tighter monetary policy is &#34;a joke,&#34; Edwards said. While the Fed shrinks its bondholdings via quantitative tightening, the central bank&#39;s money-market operations are more than offsetting the liquidity drain by pumping more money into the financial system via the consistent drain in the Fed&#39;s reverse-repo facility.</p><p>This has caused the monetary base in the U.S. to expand over the past year, which isn&#39;t exactly consistent with the Fed&#39;s claims to be draining liquidity from the financial system, Edwards said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0b40562e2851622a5c73db430d8917d\" title=\"\" tg-width=\"700\" tg-height=\"341\"/></p><p>Meanwhile, the U.S. economy has received plenty of help from the federal government in the form of huge fiscal stimulus, which has helped it avoid a recession despite the Fed&#39;s interest-rate hikes, Edwards said. Consumers tapping into their excess pandemic-era savings and signs that large companies are increasingly benefiting from higher interest rates and &#34;greedflation&#34; have also helped support economic growth, he said.</p><p>Edwards is extremely familiar with the conditions that led to the dot-com bubble. After all, he was one of a handful of people on Wall Street to anticipate the crash that began in March 2000, when the S&amp;P 500 and Nasdaq hit their bubble-era peak, kicking off a bear market that would last for nearly three years.</p><p>After seeing their strongest start to a year since 2019, U.S. stocks have gotten off to a rough start in the second quarter. The S&amp;P 500 SPX was down 59 points, or 1.1%, in recent trade on Tuesday at 5,204, on track to fall for a second-straight day. The Dow Jones Industrial Average DJIA shed 449 points, or 1.1%, to 39,116. Meanwhile, the Nasdaq Composite COMP was off by 254 points, or 1.6%, at 16,140.</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 Strategist Who Called Dot-Com Crash Says Stocks Are in a Bubble Driven by Fed</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 Strategist Who Called Dot-Com Crash Says Stocks Are in a Bubble Driven by Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-02 22:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The artificial-intelligence craze and a &#34;loosey goosey&#34; Federal Reserve monetary policy have helped to spawn another bubble in U.S. stocks, according to a strategist who anticipated the dot-com crash of 2000.</p><p>According to Albert Edwards, a global strategist at Société Générale known for his bearish takes on markets and the economy, the stock-market rally over the last five months has all the hallmarks of a bubble, including tacit help from the Fed and a convenient narrative: that the &#34;artificial intelligence revolution&#34; will drive a boom in corporate earnings.</p><p>But the reality is that AI has yet to deliver stronger earnings growth outside of a handful of companies, like Nvidia Corp <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>. As a result, analysts&#39; earnings revisions have failed to keep up as the S&amp;P 500 index rallied nearly 30% in five months, according to FactSet data, driving valuations to levels that are expensive relative to recent history.</p><p>The S&amp;P 500 recently traded at more than 20 times forward earnings, which is above its five- and 10-year averages and the highest level since January 2022, according to FactSet.</p><p>So far, AI hype isn&#39;t feeding through to expectations for stronger earnings in the immediate future. Over the past six months, the share of analysts&#39; earnings revisions that are upgrades has trended lower for both the S&amp;P 1500 Composite XX:SP1500 and the Nasdaq-100 NDX.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20b2bf023bf6f517028d5cec3ae098ef\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"352\"/><span>SOCIETE GENERALE</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/584b8397561c4a522da4d2f5800ca5bd\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"344\"/><span>SOCIETE GENERALE</span></p><p>In the past, the S&amp;P 500 has closely tracked analysts&#39; optimism, Edwards said but more recently, the relationship appears to be heading in the wrong direction.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/597a0028992bb61cbf360be7dd5d5b4f\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"339\"/><span>SOCIETE GENERALE</span></p><p>As stock-market bulls wait around for AI to drive earnings into the stratosphere, &#34;those of us who lived through the late 1990s TMT bubble have heard it all before and roll our eyes skyward,&#34; Edwards said.</p><p>Instead of being driven by stronger profits, the true source of the market&#39;s strength appears to be abundant Fed-induced liquidity. Edwards is hardly alone in pointing this out.</p><p>The notion that the Fed&#39;s quantitative tightening has led to tighter monetary policy is &#34;a joke,&#34; Edwards said. While the Fed shrinks its bondholdings via quantitative tightening, the central bank&#39;s money-market operations are more than offsetting the liquidity drain by pumping more money into the financial system via the consistent drain in the Fed&#39;s reverse-repo facility.</p><p>This has caused the monetary base in the U.S. to expand over the past year, which isn&#39;t exactly consistent with the Fed&#39;s claims to be draining liquidity from the financial system, Edwards said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0b40562e2851622a5c73db430d8917d\" title=\"\" tg-width=\"700\" tg-height=\"341\"/></p><p>Meanwhile, the U.S. economy has received plenty of help from the federal government in the form of huge fiscal stimulus, which has helped it avoid a recession despite the Fed&#39;s interest-rate hikes, Edwards said. Consumers tapping into their excess pandemic-era savings and signs that large companies are increasingly benefiting from higher interest rates and &#34;greedflation&#34; have also helped support economic growth, he said.</p><p>Edwards is extremely familiar with the conditions that led to the dot-com bubble. After all, he was one of a handful of people on Wall Street to anticipate the crash that began in March 2000, when the S&amp;P 500 and Nasdaq hit their bubble-era peak, kicking off a bear market that would last for nearly three years.</p><p>After seeing their strongest start to a year since 2019, U.S. stocks have gotten off to a rough start in the second quarter. The S&amp;P 500 SPX was down 59 points, or 1.1%, in recent trade on Tuesday at 5,204, on track to fall for a second-straight day. The Dow Jones Industrial Average DJIA shed 449 points, or 1.1%, to 39,116. Meanwhile, the Nasdaq Composite COMP was off by 254 points, or 1.6%, at 16,140.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H",".SPX":"S&P 500 Index","OEX":"标普100","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","NVDA":"英伟达","LU0072462426.USD":"贝莱德全球配置 A2","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4587":"ChatGPT概念","LU0080751232.USD":"富达环球多元动力基金A","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SPY":"标普500ETF","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4579":"人工智能","BK4141":"半导体产品","UPRO":"三倍做多标普500ETF","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SDS":"两倍做空标普500ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424042555","content_text":"The artificial-intelligence craze and a \"loosey goosey\" Federal Reserve monetary policy have helped to spawn another bubble in U.S. stocks, according to a strategist who anticipated the dot-com crash of 2000.According to Albert Edwards, a global strategist at Société Générale known for his bearish takes on markets and the economy, the stock-market rally over the last five months has all the hallmarks of a bubble, including tacit help from the Fed and a convenient narrative: that the \"artificial intelligence revolution\" will drive a boom in corporate earnings.But the reality is that AI has yet to deliver stronger earnings growth outside of a handful of companies, like Nvidia Corp $(NVDA)$. As a result, analysts' earnings revisions have failed to keep up as the S&P 500 index rallied nearly 30% in five months, according to FactSet data, driving valuations to levels that are expensive relative to recent history.The S&P 500 recently traded at more than 20 times forward earnings, which is above its five- and 10-year averages and the highest level since January 2022, according to FactSet.So far, AI hype isn't feeding through to expectations for stronger earnings in the immediate future. Over the past six months, the share of analysts' earnings revisions that are upgrades has trended lower for both the S&P 1500 Composite XX:SP1500 and the Nasdaq-100 NDX.SOCIETE GENERALESOCIETE GENERALEIn the past, the S&P 500 has closely tracked analysts' optimism, Edwards said but more recently, the relationship appears to be heading in the wrong direction.SOCIETE GENERALEAs stock-market bulls wait around for AI to drive earnings into the stratosphere, \"those of us who lived through the late 1990s TMT bubble have heard it all before and roll our eyes skyward,\" Edwards said.Instead of being driven by stronger profits, the true source of the market's strength appears to be abundant Fed-induced liquidity. Edwards is hardly alone in pointing this out.The notion that the Fed's quantitative tightening has led to tighter monetary policy is \"a joke,\" Edwards said. While the Fed shrinks its bondholdings via quantitative tightening, the central bank's money-market operations are more than offsetting the liquidity drain by pumping more money into the financial system via the consistent drain in the Fed's reverse-repo facility.This has caused the monetary base in the U.S. to expand over the past year, which isn't exactly consistent with the Fed's claims to be draining liquidity from the financial system, Edwards said.Meanwhile, the U.S. economy has received plenty of help from the federal government in the form of huge fiscal stimulus, which has helped it avoid a recession despite the Fed's interest-rate hikes, Edwards said. Consumers tapping into their excess pandemic-era savings and signs that large companies are increasingly benefiting from higher interest rates and \"greedflation\" have also helped support economic growth, he said.Edwards is extremely familiar with the conditions that led to the dot-com bubble. After all, he was one of a handful of people on Wall Street to anticipate the crash that began in March 2000, when the S&P 500 and Nasdaq hit their bubble-era peak, kicking off a bear market that would last for nearly three years.After seeing their strongest start to a year since 2019, U.S. stocks have gotten off to a rough start in the second quarter. The S&P 500 SPX was down 59 points, or 1.1%, in recent trade on Tuesday at 5,204, on track to fall for a second-straight day. The Dow Jones Industrial Average DJIA shed 449 points, or 1.1%, to 39,116. Meanwhile, the Nasdaq Composite COMP was off by 254 points, or 1.6%, at 16,140.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290925437009976,"gmtCreate":1712052633128,"gmtModify":1712052636771,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Was a steal below $60, $50, $40, $30, $20, $10 and now $5. &nbsp;Also a steal at $1","listText":"Was a steal below $60, $50, $40, $30, $20, $10 and now $5. &nbsp;Also a steal at $1","text":"Was a steal below $60, $50, $40, $30, $20, $10 and now $5. Also a steal at $1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290925437009976","repostId":"2424714042","repostType":4,"repost":{"id":"2424714042","pubTimestamp":1711953000,"share":"https://www.laohu8.com/m/news/2424714042?lang=&edition=full","pubTime":"2024-04-01 14:30","market":"us","language":"en","title":"NIO: Now A Steal Below $5","url":"https://stock-news.laohu8.com/highlight/detail?id=2424714042","media":"Seeking Alpha","summary":"NIO Inc. lowers its delivery forecast for 1Q-24 due to soft demand in the Chinese market.Despite the challenges, I believe NIO's stock is undervalued and investors are overreacting to the forecast.NIO","content":"<html><head></head><body><ul style=\"\"><li><p>NIO Inc. lowers its delivery forecast for 1Q-24 due to soft demand in the Chinese market.</p></li><li><p>Despite the challenges, I believe NIO&#39;s stock is undervalued and investors are overreacting to the forecast.</p></li><li><p>NIO&#39;s gross profit is improving, and the company&#39;s valuation is favorable compared to competitors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc83813fa7b05dae5fdf23a2baed277f\" title=\"Andy Feng\" tg-width=\"750\" tg-height=\"563\"/><span>Andy Feng</span></p><p><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> just made an announcement that said that the electric-vehicle company was curtailing its delivery forecast for 1Q-24 amid a soft demand environment in the company’s core market China.</p><p>While slowing growth is obviously a big challenge for NIO, and an obstacle for price appreciation for NIO’s stock, I think that the electric-vehicle company unduly suffers from a painful change in sentiment towards EV businesses.</p><p>NIO’s stock just made new lows, but the valuation is now at its most compelling point ever, in my view. It seems that investors are overreacting to the company’s forecast and NIO should profit from a rebound in deliveries later this year.</p><h2 id=\"id_2312304623\">My Rating History</h2><p>I modified my stock classification for NIO to Buy last December due to a strategic investment deal between NIO and CYVN Holdings. In 2023, the holding company chose to invest $2.2 billion into NIO and bankroll the electric-vehicle company’s EV growth strategy. Unfortunately, and against my expectations, NIO has traded consistently lower since December as concerns over electric-vehicle demand took center stage.</p><p>Though NIO’s electric-vehicle growth is flat-lining in the short-term, I think that the margin setup is convincing and that NIO has recovery potential.</p><h2 id=\"id_3304537550\">Updated Delivery Forecast For 1Q-24 And Delivery Recovery</h2><p>According to a delivery projection update from Wednesday, NIO anticipates approximately 30,000 electric-vehicle deliveries for the first quarter which is down from a prior forecast of 31,000 to 33,000 vehicles. This guidance implies that NIO will deliver approximately 11,813 vehicles in March. The guidance was clearly a negative catalyst, but I think investors might be a bit overreacting here.</p><p>Compared to the lower end of the previous guidance, NIO adjusted its outlook by only a moderate 3%, so the new guidance clearly should not be seen as a major deal-breaker.</p><p>Based on this new forecast, NIO is on track to deliver 120,000 electric-vehicles in 2023, but the company is probably going to see a substantial increase in deliveries later this year. This is because first quarter delivery numbers are skewed due to the inclusion of the 15-day Chinese New Year period which means that NIO should see a rebound in deliveries in super-ceding quarters. Between 1Q-23 and 4Q-23, to give you an example, NIO’s deliveries jumped a whopping 61%.</p><p>During Chinese New Year holidays, factory activity slows to zero as workers in China’s manufacturing hubs, like Shenzhen, head home to their provinces. As a consequence, all electric-vehicle companies report a substantial decline with respect to their first quarter delivery volumes. As workers return, however, and factories return to normal, NIO and other electric-vehicle manufacturers should be able to grow production again.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30f111432dfa22a06c58fec98a49c80c\" title=\"Key Operating Results (NIO)\" tg-width=\"640\" tg-height=\"117\"/><span>Key Operating Results (NIO)</span></p><h2 id=\"id_798417605\">NIO’s Gross Profit Situation Is Improving</h2><p>The outlook adjustment caused NIO’s stock to fall to new lows on Wednesday. With that being said however, NIO’s business is evolving in an encouraging way.</p><p>NIO’s gross profit in 4Q-23 was RMB 1,279.2 million (US$180.2 million) which was more than double than what the company used to make a year ago. Obviously NIO is still struggling mightily to drive the business toward a black zero (it’s net loss in the fourth quarter of 2023 was RMB 5,592.8 million (US$787.7 million), but with growth in deliveries likely to come back after 1Q-24, I think that NIO is actually on a really good path to grow its business in 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4936230cc2e7fcdedee702e3abaadda4\" alt=\"Gross Profit (NIO)\" title=\"Gross Profit (NIO)\" tg-width=\"640\" tg-height=\"516\"/><span>Gross Profit (NIO)</span></p><p><strong>NIO’s Sales Multiple Is Too Good To Be True</strong></p><p>If NIO has one thing going in its favor right now it is its valuation multiple. NIO suffered new selling pressure and the company’s stock fell to a new low of $4.67 after the delivery outlook adjustment. With that being said, though, NIO’s sales potential is hardly overvalued right now which equates to a very favorable risk/reward relationship, in my view. NIO’s stock is valued at a P/S ratio of 0.98x which is calculated based on the company’s anticipated sales in 2024. The P/S ratio relates to the 2024 financial year. With NIO’s sales anticipated to grow in 2024, I think that the P/S ratio is the most appropriate valuation ratio for the electric-vehicle company.</p><p><strong>XPeng Inc. (XPEV)</strong>, a top competitor, sells at 1.4x sales (also based on current year sales). However, XPeng sees much lower deliveries for 1Q-24 than NIO: The electric-vehicle company guided for only between 21,000 and 22,500 deliveries in the first quarter.</p><p>XPeng reduced its net loss by 43% in 4Q-23, primarily because of surging sales growth, but the electric-vehicle company does have weaker gross profit margins than NIO (NIO had a 4Q-23 gross profit margin of 7.5% compared to XPeng’s 6.2% margin). XPeng also has a much smaller delivery target for 1Q-24 which is why I would prefer NIO over XPeng every day of the week.</p><p>Historically, NIO has sold for much higher sales multiples. In 2023, NIO was selling at a more than 3.0x sales and the company has made considerable strides in terms of improving its gross profit picture.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82f7c631ba2322787fad9bc03b243711\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><h2 id=\"id_2939371143\">Why The Investment Thesis Might Disappoint</h2><p>NIO obviously cannot escape market forces which in this case point to waning demand for electric vehicles in the company’s core market, China.</p><p>Obviously, the potential for delivery disappointments is a wildcard here for NIO in the short-term, but investors should keep in mind that 1Q-24 delivery numbers are not representative due to Chinese New Year. Most likely, they are going to rebound in the following quarters.</p><p>The thesis would be a disappointment for me if NIO suffered a deterioration in its gross profit margins throughout 2024.</p><h2 id=\"id_3582258345\">My Conclusion</h2><p>NIO’s stock price recently fell below $5, but in my view, now is the best time to buy NIO in years.</p><p>The long-term outlook for the electric-vehicle industry is positive and investors should anticipate ups and downs in both NIO’s underlying business as well as in the stock price.</p><p>The first quarter delivery adjustment was not great, but it also wasn’t a major disaster as the estimated decline was only a paltry 3% from the lower end of NIO’s previous guidance.</p><p>I continue to anticipate a gradual recovery in delivery volumes in the coming quarters and think that NIO presently has its best risk/reward relationship in years.</p><p>With the stock selling at such a low sales multiple, I think that NIO’s valuation actually embeds a very high margin of safety. Strong Buy.</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>NIO: Now A Steal Below $5</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; 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}\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: Now A Steal Below $5\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-01 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4681387-nio-now-a-steal-below-5-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO Inc. lowers its delivery forecast for 1Q-24 due to soft demand in the Chinese market.Despite the challenges, I believe NIO's stock is undervalued and investors are overreacting to the forecast.NIO...</p>\n\n<a href=\"https://seekingalpha.com/article/4681387-nio-now-a-steal-below-5-upgrade\">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","NIO":"蔚来","BK6125":"汽车制造商","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","09866":"蔚来-SW","BK4555":"新能源车","BK4509":"腾讯概念","NIO.SI":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓"},"source_url":"https://seekingalpha.com/article/4681387-nio-now-a-steal-below-5-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2424714042","content_text":"NIO Inc. lowers its delivery forecast for 1Q-24 due to soft demand in the Chinese market.Despite the challenges, I believe NIO's stock is undervalued and investors are overreacting to the forecast.NIO's gross profit is improving, and the company's valuation is favorable compared to competitors.Andy FengNIO Inc. just made an announcement that said that the electric-vehicle company was curtailing its delivery forecast for 1Q-24 amid a soft demand environment in the company’s core market China.While slowing growth is obviously a big challenge for NIO, and an obstacle for price appreciation for NIO’s stock, I think that the electric-vehicle company unduly suffers from a painful change in sentiment towards EV businesses.NIO’s stock just made new lows, but the valuation is now at its most compelling point ever, in my view. It seems that investors are overreacting to the company’s forecast and NIO should profit from a rebound in deliveries later this year.My Rating HistoryI modified my stock classification for NIO to Buy last December due to a strategic investment deal between NIO and CYVN Holdings. In 2023, the holding company chose to invest $2.2 billion into NIO and bankroll the electric-vehicle company’s EV growth strategy. Unfortunately, and against my expectations, NIO has traded consistently lower since December as concerns over electric-vehicle demand took center stage.Though NIO’s electric-vehicle growth is flat-lining in the short-term, I think that the margin setup is convincing and that NIO has recovery potential.Updated Delivery Forecast For 1Q-24 And Delivery RecoveryAccording to a delivery projection update from Wednesday, NIO anticipates approximately 30,000 electric-vehicle deliveries for the first quarter which is down from a prior forecast of 31,000 to 33,000 vehicles. This guidance implies that NIO will deliver approximately 11,813 vehicles in March. The guidance was clearly a negative catalyst, but I think investors might be a bit overreacting here.Compared to the lower end of the previous guidance, NIO adjusted its outlook by only a moderate 3%, so the new guidance clearly should not be seen as a major deal-breaker.Based on this new forecast, NIO is on track to deliver 120,000 electric-vehicles in 2023, but the company is probably going to see a substantial increase in deliveries later this year. This is because first quarter delivery numbers are skewed due to the inclusion of the 15-day Chinese New Year period which means that NIO should see a rebound in deliveries in super-ceding quarters. Between 1Q-23 and 4Q-23, to give you an example, NIO’s deliveries jumped a whopping 61%.During Chinese New Year holidays, factory activity slows to zero as workers in China’s manufacturing hubs, like Shenzhen, head home to their provinces. As a consequence, all electric-vehicle companies report a substantial decline with respect to their first quarter delivery volumes. As workers return, however, and factories return to normal, NIO and other electric-vehicle manufacturers should be able to grow production again.Key Operating Results (NIO)NIO’s Gross Profit Situation Is ImprovingThe outlook adjustment caused NIO’s stock to fall to new lows on Wednesday. With that being said however, NIO’s business is evolving in an encouraging way.NIO’s gross profit in 4Q-23 was RMB 1,279.2 million (US$180.2 million) which was more than double than what the company used to make a year ago. Obviously NIO is still struggling mightily to drive the business toward a black zero (it’s net loss in the fourth quarter of 2023 was RMB 5,592.8 million (US$787.7 million), but with growth in deliveries likely to come back after 1Q-24, I think that NIO is actually on a really good path to grow its business in 2024.Gross Profit (NIO)NIO’s Sales Multiple Is Too Good To Be TrueIf NIO has one thing going in its favor right now it is its valuation multiple. NIO suffered new selling pressure and the company’s stock fell to a new low of $4.67 after the delivery outlook adjustment. With that being said, though, NIO’s sales potential is hardly overvalued right now which equates to a very favorable risk/reward relationship, in my view. NIO’s stock is valued at a P/S ratio of 0.98x which is calculated based on the company’s anticipated sales in 2024. The P/S ratio relates to the 2024 financial year. With NIO’s sales anticipated to grow in 2024, I think that the P/S ratio is the most appropriate valuation ratio for the electric-vehicle company.XPeng Inc. (XPEV), a top competitor, sells at 1.4x sales (also based on current year sales). However, XPeng sees much lower deliveries for 1Q-24 than NIO: The electric-vehicle company guided for only between 21,000 and 22,500 deliveries in the first quarter.XPeng reduced its net loss by 43% in 4Q-23, primarily because of surging sales growth, but the electric-vehicle company does have weaker gross profit margins than NIO (NIO had a 4Q-23 gross profit margin of 7.5% compared to XPeng’s 6.2% margin). XPeng also has a much smaller delivery target for 1Q-24 which is why I would prefer NIO over XPeng every day of the week.Historically, NIO has sold for much higher sales multiples. In 2023, NIO was selling at a more than 3.0x sales and the company has made considerable strides in terms of improving its gross profit picture.Data by YChartsWhy The Investment Thesis Might DisappointNIO obviously cannot escape market forces which in this case point to waning demand for electric vehicles in the company’s core market, China.Obviously, the potential for delivery disappointments is a wildcard here for NIO in the short-term, but investors should keep in mind that 1Q-24 delivery numbers are not representative due to Chinese New Year. Most likely, they are going to rebound in the following quarters.The thesis would be a disappointment for me if NIO suffered a deterioration in its gross profit margins throughout 2024.My ConclusionNIO’s stock price recently fell below $5, but in my view, now is the best time to buy NIO in years.The long-term outlook for the electric-vehicle industry is positive and investors should anticipate ups and downs in both NIO’s underlying business as well as in the stock price.The first quarter delivery adjustment was not great, but it also wasn’t a major disaster as the estimated decline was only a paltry 3% from the lower end of NIO’s previous guidance.I continue to anticipate a gradual recovery in delivery volumes in the coming quarters and think that NIO presently has its best risk/reward relationship in years.With the stock selling at such a low sales multiple, I think that NIO’s valuation actually embeds a very high margin of safety. Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":243452057534464,"gmtCreate":1700473682717,"gmtModify":1700474107844,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Anyone who agrees to this bullshit should sell now lol. A bull run is uet to even start. Move on","listText":"Anyone who agrees to this bullshit should sell now lol. A bull run is uet to even start. Move on","text":"Anyone who agrees to this bullshit should sell now lol. A bull run is uet to even start. Move on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243452057534464","repostId":"2384378060","repostType":4,"repost":{"id":"2384378060","pubTimestamp":1700472574,"share":"https://www.laohu8.com/m/news/2384378060?lang=&edition=full","pubTime":"2023-11-20 17:29","market":"us","language":"en","title":"The Stock Market Rally Is Likely To Vanish As Earnings Estimates Deteriorate","url":"https://stock-news.laohu8.com/highlight/detail?id=2384378060","media":"Seekingalpha","summary":"S&P 500 gains driven by multiple expansion as earnings estimates for Q4 and Q1 fall.Sales growth expected to turn higher despite inflation rate coming down, but may stall due to slower economic growth","content":"<html><head></head><body><ul style=\"\"><li><p>S&amp;P 500 gains driven by multiple expansion as earnings estimates for Q4 and Q1 fall.</p></li><li><p>Sales growth expected to turn higher despite inflation rate coming down, but may stall due to slower economic growth.</p></li><li><p>Margin expansion driving optimism for earnings growth, but PPI data suggests margins will contract in 2024.</p></li></ul><p>After falling by around 10% since the end of July, the S&amp;P 500 has snapped back reasonably quickly. However, it would seem that gains have been driven chiefly by multiple expansion as earnings estimates for the fourth quarter and the first quarter of next year fall.</p><p>Earnings estimates over the next twelve months are forecast to grow by around 5.4% and should continue to climb to about 10% based on earnings estimates for 2024 of about $242. That seems optimistic, especially if inflation rates start to come down, which means that sales growth will likely stall.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53f83aae46e3dfed5d425515f02d3ba7\" tg-width=\"640\" tg-height=\"283\"/></p><p>Over time, sales growth tends to trend with the CPI inflation rate, and that has been the case for many years. At this point, though, analysts are expecting to see sales growth turn higher over the next 12 months despite the inflation rate coming down and ultimately stalling out.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f27a921dc2435a0747d29a857c1ce22b\" tg-width=\"640\" tg-height=\"283\"/></p><p>As the inflation rate continues to slow, one would expect to see nominal GDP growth slow, and that should also result in the sales growth rate of the S&amp;P 500 slowing as well. Slower economic growth and lower inflation rates should translate to either coming down or stalling out sales growth. This means that margins must expand, and buybacks must increase to compensate for the lack of sales growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbfb843c6351d4d75fdcfe6f644eb32e\" tg-width=\"640\" tg-height=\"283\"/></p><p>Margin expansion is driving most of the optimism for the earnings growth next year. However, the latest PPI data suggest that margins should start contracting in 2024, not expand. The PPI Trade Services data showed a year-over-year increase of just 0.8% in October, its lowest since late 2019. This PPI data point tends to trend with S&amp;P 500 margins over time and would suggest that margin estimates are likely to fall over the next twelve months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed32f6ef232e11576db54bf0a107f13\" tg-width=\"640\" tg-height=\"283\"/></p><p>We are already seeing the fourth quarter of 2023 net margin estimates dropping and the first quarter of 2024 net margin estimates dropping. This trend will likely remain as labor costs stay somewhat elevated and above the historical norms and broader inflation falls across the economy, meaning companies can&#39;t pass on higher costs to the consumer.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57b758bd82257f5833f78592bf737970\" tg-width=\"640\" tg-height=\"283\"/></p><p>Additionally, there will need to be an increase in buybacks to start boosting earnings estimates next year if sales and margin expansion are unable to deliver. At least through the third quarter of 2023, buybacks are down from their peak of around $110 per share in 2021 to about $90 per share.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61a00b2cfd35117fbbbbfdfc66585cef\" tg-width=\"640\" tg-height=\"283\"/></p><p>Further, the number of buyback programs that increased in the third quarter has fallen to 13, and the number of new buyback programs that started has fallen to just 1. Buybacks over the years have been able to add a tailwind to earnings growth, and at least to this point, buybacks seem not to be as strong as they have been in the past.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2794545ff209d424aea01be75b23d7bf\" tg-width=\"640\" tg-height=\"320\"/></p><p>Right now, the rally in the S&amp;P 500 has been essentially driven by multiple expansion, not because the market&#39;s earnings outlook is improving. It would seem that the outlook for earnings going into next year may be too optimistic. At this point, investors are paying an above-average PE ratio for a below-average expected growth rate over the next twelve months. The current EPS growth rate corresponds to a PE ratio of around 16.5, not the current 18.8.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61bfafbaac213b4beeefec7f5b8e2c3f\" tg-width=\"640\" tg-height=\"283\"/></p><p>When considering the S&amp;P 500 earnings growth rate over the next 12 months versus a 10-year Treasury rate of 4.4%, an investor only earns 0.5 bp more in earnings growth than interest payments. Typically when the spread has been this low, the PE of the S&amp;P 500 is around 16 and has been as low as 12 to 13.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78fff4818d1df009953200dd906893ec\" tg-width=\"640\" tg-height=\"283\"/></p><p>It probably means the latest rally in the S&amp;P 500 is driven by speculation of a brighter outlook and maybe some positioning. However, it appears to be caused not by the fundamentals of an improving perspective but more by the perception of an improving view. On the surface, the trends for the fourth quarter of 2023 and the first quarter of 2024 are deteriorating. If inflation stays in the 3% range and the wage growth rate remains around 4%, then we should see sales growth stall and margins erode, driving earnings estimates lower over the next several months.</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>The Stock Market Rally Is Likely To Vanish As Earnings Estimates Deteriorate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Stock Market Rally Is Likely To Vanish As Earnings Estimates Deteriorate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-20 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4652912-stock-market-rally-vanish-earnings-estimates-deteriorate><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 gains driven by multiple expansion as earnings estimates for Q4 and Q1 fall.Sales growth expected to turn higher despite inflation rate coming down, but may stall due to slower economic growth...</p>\n\n<a href=\"https://seekingalpha.com/article/4652912-stock-market-rally-vanish-earnings-estimates-deteriorate\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF",".DJI":"道琼斯","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4588":"碎股","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4652912-stock-market-rally-vanish-earnings-estimates-deteriorate","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2384378060","content_text":"S&P 500 gains driven by multiple expansion as earnings estimates for Q4 and Q1 fall.Sales growth expected to turn higher despite inflation rate coming down, but may stall due to slower economic growth.Margin expansion driving optimism for earnings growth, but PPI data suggests margins will contract in 2024.After falling by around 10% since the end of July, the S&P 500 has snapped back reasonably quickly. However, it would seem that gains have been driven chiefly by multiple expansion as earnings estimates for the fourth quarter and the first quarter of next year fall.Earnings estimates over the next twelve months are forecast to grow by around 5.4% and should continue to climb to about 10% based on earnings estimates for 2024 of about $242. That seems optimistic, especially if inflation rates start to come down, which means that sales growth will likely stall.Over time, sales growth tends to trend with the CPI inflation rate, and that has been the case for many years. At this point, though, analysts are expecting to see sales growth turn higher over the next 12 months despite the inflation rate coming down and ultimately stalling out.As the inflation rate continues to slow, one would expect to see nominal GDP growth slow, and that should also result in the sales growth rate of the S&P 500 slowing as well. Slower economic growth and lower inflation rates should translate to either coming down or stalling out sales growth. This means that margins must expand, and buybacks must increase to compensate for the lack of sales growth.Margin expansion is driving most of the optimism for the earnings growth next year. However, the latest PPI data suggest that margins should start contracting in 2024, not expand. The PPI Trade Services data showed a year-over-year increase of just 0.8% in October, its lowest since late 2019. This PPI data point tends to trend with S&P 500 margins over time and would suggest that margin estimates are likely to fall over the next twelve months.We are already seeing the fourth quarter of 2023 net margin estimates dropping and the first quarter of 2024 net margin estimates dropping. This trend will likely remain as labor costs stay somewhat elevated and above the historical norms and broader inflation falls across the economy, meaning companies can't pass on higher costs to the consumer.Additionally, there will need to be an increase in buybacks to start boosting earnings estimates next year if sales and margin expansion are unable to deliver. At least through the third quarter of 2023, buybacks are down from their peak of around $110 per share in 2021 to about $90 per share.Further, the number of buyback programs that increased in the third quarter has fallen to 13, and the number of new buyback programs that started has fallen to just 1. Buybacks over the years have been able to add a tailwind to earnings growth, and at least to this point, buybacks seem not to be as strong as they have been in the past.Right now, the rally in the S&P 500 has been essentially driven by multiple expansion, not because the market's earnings outlook is improving. It would seem that the outlook for earnings going into next year may be too optimistic. At this point, investors are paying an above-average PE ratio for a below-average expected growth rate over the next twelve months. The current EPS growth rate corresponds to a PE ratio of around 16.5, not the current 18.8.When considering the S&P 500 earnings growth rate over the next 12 months versus a 10-year Treasury rate of 4.4%, an investor only earns 0.5 bp more in earnings growth than interest payments. Typically when the spread has been this low, the PE of the S&P 500 is around 16 and has been as low as 12 to 13.It probably means the latest rally in the S&P 500 is driven by speculation of a brighter outlook and maybe some positioning. However, it appears to be caused not by the fundamentals of an improving perspective but more by the perception of an improving view. On the surface, the trends for the fourth quarter of 2023 and the first quarter of 2024 are deteriorating. If inflation stays in the 3% range and the wage growth rate remains around 4%, then we should see sales growth stall and margins erode, driving earnings estimates lower over the next several months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241370165580072,"gmtCreate":1699956780631,"gmtModify":1699956805027,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Baba?! Hahahaha no way","listText":"Baba?! Hahahaha no way","text":"Baba?! Hahahaha no way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241370165580072","repostId":"2383510360","repostType":4,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238496164888608,"gmtCreate":1699262284774,"gmtModify":1699262289184,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"i have a position in this&nbsp;company and it really pains me to say this - im ready to lose money here. Fortunately i have sized my position. This company isnt going to do well.&nbsp;","listText":"i have a position in this&nbsp;company and it really pains me to say this - im ready to lose money here. Fortunately i have sized my position. This company isnt going to do well.&nbsp;","text":"i have a position in this company and it really pains me to say this - im ready to lose money here. Fortunately i have sized my position. This company isnt going to do well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238496164888608","repostId":"2380018672","repostType":4,"repost":{"id":"2380018672","pubTimestamp":1699236272,"share":"https://www.laohu8.com/m/news/2380018672?lang=&edition=full","pubTime":"2023-11-06 10:04","market":"hk","language":"en","title":"Warning: Nothing Is Stopping NIO Stock From Crashing Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2380018672","media":"InvestorPlace","summary":"Barring some positive surprises with earnings and/or upcoming delivery numbers, expect NIO stock to stay under pressure.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nio</strong> (<strong><u>NIO</u></strong>) shares have been hammered in recent months, because of the China-based EV maker falling short  of expectations.</p></li><li><p>Although the company reported solid deliveries growth for October, this growth is not as impressive when compared to that of peers.</p></li><li><p>Disappointment with Nio’s results is likely to continue, which in turn could keep NIO stock moving in a downward trajectory.</p></li></ul><p><strong>Nio</strong> (NYSE: <strong>NIO</strong>) has performed poorly over the past few months. Although shares in the China-based EV maker have found support in recent trading days, I wouldn’t assume that the dust has settled with NIO stock.</p><p>Yes, per the latest headlines, it may seem as if the situation will improve from here for Nio. The company just released monthly delivery numbers, and on the surface deliveries came in strongly. Take a closer look at the numbers, however, and it’s clear that these results are lackluster when compared to that of peers, and to past expectations.</p><p>That’s not all. Little suggests that the company will soon catch up to peers in terms of growth, investors are likely to remain disappointed with Nio’s performance. This, of course, bodes badly for shares.</p><p>With this in mind, read on, as I break down why the bear case still stands with this stock.</p><h2 id=\"id_861471273\">NIO Stock and Relatively Underwhelming Delivery Numbers</h2><p>On Nov. 1, Nio reported 16,074 vehicle deliveries during October, representing a 59.8% increase in deliveries year-over-year. Impressive, right? Well, not quite. Even as deliveries climbed by a high double-digit amount last month, on a sequential (month-over-month) basis, growth was far less stellar.</p><p>As Nio’s September 2023 delivery numbers totaled 15,641 vehicles, October’s deliveries represented a sequential growth of only around 2.77%. The company figures aren’t impressive when compared to delivery numbers reported by China-based peers like <strong>Li Auto</strong> (NASDAQ: <strong>LI</strong>) and <strong>Xpeng</strong> (NYSE: <strong>XPEV</strong>).</p><p>Li’s October deliveries came in at 40,422 vehicles, a 302.1% year-over-year increase, and a 12.1% increase sequentially (based on 36,060 vehicles delivered in September). Xpeng’s deliveries came in at 20,000 for the month, up 292% on a year-over-year basis, and up 31% on a sequential basis.</p><p>While NIO stock did rise following this news, said rise was modest (2.05%) relative to LI (up 3.49%) and XPEV (up 7.04%). Also, the broad market rally on Nov. 1 may have played a larger role in NIO’s rally than on the deliveries news.</p><h2 id=\"id_2700250249\">What This Deliveries Slump Means for Sentiment Going Forward</h2><p>Taking a look at Nio’s delivery figures from July through October, there’s a clear takeaway. The end of China’s “zero Covid” restrictions, plus the launch of new vehicle models, enabled Nio to “level up” its monthly delivery volumes, which for an extended period were stuck at around 10,000 vehicles.</p><p>But while July’s delivery figure (over 20,462) may have suggested Nio was en route to hitting past aggressive sales targets set by management, sales volumes have fallen back in the ensuing months. Now, it appears that Nio can sustain monthly sales of around 15,000 vehicles, or 180,000 vehicles per year.</p><p>The issue? While selling 180,000 premium EVs annually isn’t necessarily anything to sneeze at, barring another round of “leveling up” during November and December, negative sentiment is likely to persist for NIO stock, resulting in further losses for investors. The reasons for this are twofold.</p><p>First, this recent leveling off calls into question whether revenue growth in the coming year will meet expectations. Sell-side consensus currently calls for sales to hit $13.23 billion next, a 56.75% increase. Second, this growth slump calls for yet another walking back of Nio’s timeline to profitability.</p><h2 id=\"id_417200406\">Bottom Line: Expect This Stock to Stay Under Pressure</h2><p>Nio has already given back all of its gains accrued during the “EV bubble” era of 2020-2021, but don’t assume that means the stock is finding a floor, after falling back towards pre-bubble prices.</p><p>Even before the bubble, Nio was given a rich valuation relative to its then-current performance, on the expectation that it was going to become China’s answer to <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>), a world-class EV brand with a global reach.</p><p>Yet now, it’s clear the company is likely to be an “also ran” brand in its home market. Over in Europe, its first area of international expansion, Nio is scrambling to boost sales, further signaling this isn’t a “Tesla killer” in the making.</p><p>Barring the unveiling of positive surprises in Nio’s upcoming earnings release (scheduled for Nov. 9), or with its November and December vehicle delivery numbers, expect NIO stock to stay under pressure.</p></body></html>","source":"investorplace_stock_picks","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>Warning: Nothing Is Stopping NIO Stock From Crashing Now</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\">\nWarning: Nothing Is Stopping NIO Stock From Crashing Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-06 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/warning-nothing-is-stopping-nio-stock-from-crashing-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) shares have been hammered in recent months, because of the China-based EV maker falling short  of expectations.Although the company reported solid deliveries growth for October, this growth ...</p>\n\n<a href=\"https://investorplace.com/2023/11/warning-nothing-is-stopping-nio-stock-from-crashing-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/11/warning-nothing-is-stopping-nio-stock-from-crashing-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380018672","content_text":"Nio (NIO) shares have been hammered in recent months, because of the China-based EV maker falling short  of expectations.Although the company reported solid deliveries growth for October, this growth is not as impressive when compared to that of peers.Disappointment with Nio’s results is likely to continue, which in turn could keep NIO stock moving in a downward trajectory.Nio (NYSE: NIO) has performed poorly over the past few months. Although shares in the China-based EV maker have found support in recent trading days, I wouldn’t assume that the dust has settled with NIO stock.Yes, per the latest headlines, it may seem as if the situation will improve from here for Nio. The company just released monthly delivery numbers, and on the surface deliveries came in strongly. Take a closer look at the numbers, however, and it’s clear that these results are lackluster when compared to that of peers, and to past expectations.That’s not all. Little suggests that the company will soon catch up to peers in terms of growth, investors are likely to remain disappointed with Nio’s performance. This, of course, bodes badly for shares.With this in mind, read on, as I break down why the bear case still stands with this stock.NIO Stock and Relatively Underwhelming Delivery NumbersOn Nov. 1, Nio reported 16,074 vehicle deliveries during October, representing a 59.8% increase in deliveries year-over-year. Impressive, right? Well, not quite. Even as deliveries climbed by a high double-digit amount last month, on a sequential (month-over-month) basis, growth was far less stellar.As Nio’s September 2023 delivery numbers totaled 15,641 vehicles, October’s deliveries represented a sequential growth of only around 2.77%. The company figures aren’t impressive when compared to delivery numbers reported by China-based peers like Li Auto (NASDAQ: LI) and Xpeng (NYSE: XPEV).Li’s October deliveries came in at 40,422 vehicles, a 302.1% year-over-year increase, and a 12.1% increase sequentially (based on 36,060 vehicles delivered in September). Xpeng’s deliveries came in at 20,000 for the month, up 292% on a year-over-year basis, and up 31% on a sequential basis.While NIO stock did rise following this news, said rise was modest (2.05%) relative to LI (up 3.49%) and XPEV (up 7.04%). Also, the broad market rally on Nov. 1 may have played a larger role in NIO’s rally than on the deliveries news.What This Deliveries Slump Means for Sentiment Going ForwardTaking a look at Nio’s delivery figures from July through October, there’s a clear takeaway. The end of China’s “zero Covid” restrictions, plus the launch of new vehicle models, enabled Nio to “level up” its monthly delivery volumes, which for an extended period were stuck at around 10,000 vehicles.But while July’s delivery figure (over 20,462) may have suggested Nio was en route to hitting past aggressive sales targets set by management, sales volumes have fallen back in the ensuing months. Now, it appears that Nio can sustain monthly sales of around 15,000 vehicles, or 180,000 vehicles per year.The issue? While selling 180,000 premium EVs annually isn’t necessarily anything to sneeze at, barring another round of “leveling up” during November and December, negative sentiment is likely to persist for NIO stock, resulting in further losses for investors. The reasons for this are twofold.First, this recent leveling off calls into question whether revenue growth in the coming year will meet expectations. Sell-side consensus currently calls for sales to hit $13.23 billion next, a 56.75% increase. Second, this growth slump calls for yet another walking back of Nio’s timeline to profitability.Bottom Line: Expect This Stock to Stay Under PressureNio has already given back all of its gains accrued during the “EV bubble” era of 2020-2021, but don’t assume that means the stock is finding a floor, after falling back towards pre-bubble prices.Even before the bubble, Nio was given a rich valuation relative to its then-current performance, on the expectation that it was going to become China’s answer to Tesla (NASDAQ: TSLA), a world-class EV brand with a global reach.Yet now, it’s clear the company is likely to be an “also ran” brand in its home market. Over in Europe, its first area of international expansion, Nio is scrambling to boost sales, further signaling this isn’t a “Tesla killer” in the making.Barring the unveiling of positive surprises in Nio’s upcoming earnings release (scheduled for Nov. 9), or with its November and December vehicle delivery numbers, expect NIO stock to stay under pressure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234171187888392,"gmtCreate":1698179651980,"gmtModify":1698182664089,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Bro, dont write so much logic. The reason why baba still down is because baba is backed by investors belonging to jiang faction. As long as this remains, Xi would not let it rise because he cannot afford to have liquidity go towards the other faction. All your other logics dont matter.&nbsp;","listText":"Bro, dont write so much logic. The reason why baba still down is because baba is backed by investors belonging to jiang faction. As long as this remains, Xi would not let it rise because he cannot afford to have liquidity go towards the other faction. All your other logics dont matter.&nbsp;","text":"Bro, dont write so much logic. The reason why baba still down is because baba is backed by investors belonging to jiang faction. As long as this remains, Xi would not let it rise because he cannot afford to have liquidity go towards the other faction. All your other logics dont matter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234171187888392","repostId":"2377955157","repostType":4,"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":226459057172496,"gmtCreate":1696346991463,"gmtModify":1696346995921,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jerome powell should be fired.&nbsp;","listText":"Jerome powell should be fired.&nbsp;","text":"Jerome powell should be fired.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226459057172496","repostId":"1116993578","repostType":4,"repost":{"id":"1116993578","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":1696345485,"share":"https://www.laohu8.com/m/news/1116993578?lang=&edition=full","pubTime":"2023-10-03 23:04","market":"us","language":"en","title":"Dow Falls 300 Points to Lows of Session on Interest Rate Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=1116993578","media":"Tiger Newspress","summary":"Stocks fell Tuesday as traders kept an eye on rising Treasury yields, which hit a 16-year high.The 10-year Treasury yield traded at 4.735%, climbing to its highest level since Aug. 15, 2007. The bench","content":"<html><head></head><body><p>Stocks fell Tuesday as traders kept an eye on rising Treasury yields, which hit a 16-year high.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average lost 364 points, or 1.1%. The S&amp;P 500 slid 1.3%, and the Nasdaq Composite dropped 1.6%.</p><p style=\"text-align: start;\">Stocks moved to their lows of the session as yields spiked further following the release of the August job openings survey, which signaled a still tight jobs market. The survey showed 9.6 million open roles in the month. Meanwhile, economists polled by Dow Jones had anticipated 8.8 million jobs.</p><p style=\"text-align: start;\">Seasoning and spice manufacturer McCormick &amp; Company led the broad market index’s losses on Tuesday, falling more than 10% after announcing its quarterly earnings. Cruise company Carnival declined by 6.3%, followed by Veralto and Kellogg down 6% and 5.5%, respectively.</p><p style=\"text-align: start;\">The 10-year Treasury yield last traded at 4.756%, reaching its highest level since Aug. 15, 2007. The benchmark yield has surged in the past month, as traders assess the possibility of tighter Federal Reserve for longer. The 30-year Treasury yield climbed to 4.891%, the highest level since Oct. 17, 2007.</p><p style=\"text-align: start;\">Investors have been fretting recently over the potential of higher rates for longer, fearing that tighter monetary policy could tip the economy into a recession. This has pushed Treasury yields to levels not seen in more than a decade.</p><p style=\"text-align: start;\">The rise in yields poses “a major headwind to equities,” according to Alex McGrath, chief investment officer at NorthEnd Private Wealth. “Unless that stays flat or starts moving backwards, it’s just going to be a major headwind to equities across the board going through the end of the year,” McGrath said.</p><p style=\"text-align: start;\">Calamos Investments portfolio specialist Joseph Cusick noted that “Higher rates don’t necessarily have to be bad for the stock market, especially if they are associated with more robust economic activity that is good for earnings prospects.”</p><p style=\"text-align: start;\">“However, higher rates become more problematic for the stock market when they become the basis for safety trades in an uncertain environment,” Cusick added.<br/><br/>Wall Street is coming off a mixed session, after lawmakers in Washington arrived at a short-term agreement over the weekend that headed off a government shutdown.</p><p style=\"text-align: start;\">Investors are hoping to turn the page on a disappointing September for stocks. All three major indexes closed the month and the third quarter lower. The S&amp;P 500 alone lost nearly 5% in September.</p><p style=\"text-align: start;\">That means key economic reports — such as last month’s payroll reports, due Friday — and the kick off of earnings reporting season next week are back in focus.</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>Dow Falls 300 Points to Lows of Session on Interest Rate Threat</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\">\nDow Falls 300 Points to Lows of Session on Interest Rate Threat\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\">2023-10-03 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell Tuesday as traders kept an eye on rising Treasury yields, which hit a 16-year high.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average lost 364 points, or 1.1%. The S&amp;P 500 slid 1.3%, and the Nasdaq Composite dropped 1.6%.</p><p style=\"text-align: start;\">Stocks moved to their lows of the session as yields spiked further following the release of the August job openings survey, which signaled a still tight jobs market. The survey showed 9.6 million open roles in the month. Meanwhile, economists polled by Dow Jones had anticipated 8.8 million jobs.</p><p style=\"text-align: start;\">Seasoning and spice manufacturer McCormick &amp; Company led the broad market index’s losses on Tuesday, falling more than 10% after announcing its quarterly earnings. Cruise company Carnival declined by 6.3%, followed by Veralto and Kellogg down 6% and 5.5%, respectively.</p><p style=\"text-align: start;\">The 10-year Treasury yield last traded at 4.756%, reaching its highest level since Aug. 15, 2007. The benchmark yield has surged in the past month, as traders assess the possibility of tighter Federal Reserve for longer. The 30-year Treasury yield climbed to 4.891%, the highest level since Oct. 17, 2007.</p><p style=\"text-align: start;\">Investors have been fretting recently over the potential of higher rates for longer, fearing that tighter monetary policy could tip the economy into a recession. This has pushed Treasury yields to levels not seen in more than a decade.</p><p style=\"text-align: start;\">The rise in yields poses “a major headwind to equities,” according to Alex McGrath, chief investment officer at NorthEnd Private Wealth. “Unless that stays flat or starts moving backwards, it’s just going to be a major headwind to equities across the board going through the end of the year,” McGrath said.</p><p style=\"text-align: start;\">Calamos Investments portfolio specialist Joseph Cusick noted that “Higher rates don’t necessarily have to be bad for the stock market, especially if they are associated with more robust economic activity that is good for earnings prospects.”</p><p style=\"text-align: start;\">“However, higher rates become more problematic for the stock market when they become the basis for safety trades in an uncertain environment,” Cusick added.<br/><br/>Wall Street is coming off a mixed session, after lawmakers in Washington arrived at a short-term agreement over the weekend that headed off a government shutdown.</p><p style=\"text-align: start;\">Investors are hoping to turn the page on a disappointing September for stocks. All three major indexes closed the month and the third quarter lower. The S&amp;P 500 alone lost nearly 5% in September.</p><p style=\"text-align: start;\">That means key economic reports — such as last month’s payroll reports, due Friday — and the kick off of earnings reporting season next week are back in focus.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116993578","content_text":"Stocks fell Tuesday as traders kept an eye on rising Treasury yields, which hit a 16-year high.The Dow Jones Industrial Average lost 364 points, or 1.1%. The S&P 500 slid 1.3%, and the Nasdaq Composite dropped 1.6%.Stocks moved to their lows of the session as yields spiked further following the release of the August job openings survey, which signaled a still tight jobs market. The survey showed 9.6 million open roles in the month. Meanwhile, economists polled by Dow Jones had anticipated 8.8 million jobs.Seasoning and spice manufacturer McCormick & Company led the broad market index’s losses on Tuesday, falling more than 10% after announcing its quarterly earnings. Cruise company Carnival declined by 6.3%, followed by Veralto and Kellogg down 6% and 5.5%, respectively.The 10-year Treasury yield last traded at 4.756%, reaching its highest level since Aug. 15, 2007. The benchmark yield has surged in the past month, as traders assess the possibility of tighter Federal Reserve for longer. The 30-year Treasury yield climbed to 4.891%, the highest level since Oct. 17, 2007.Investors have been fretting recently over the potential of higher rates for longer, fearing that tighter monetary policy could tip the economy into a recession. This has pushed Treasury yields to levels not seen in more than a decade.The rise in yields poses “a major headwind to equities,” according to Alex McGrath, chief investment officer at NorthEnd Private Wealth. “Unless that stays flat or starts moving backwards, it’s just going to be a major headwind to equities across the board going through the end of the year,” McGrath said.Calamos Investments portfolio specialist Joseph Cusick noted that “Higher rates don’t necessarily have to be bad for the stock market, especially if they are associated with more robust economic activity that is good for earnings prospects.”“However, higher rates become more problematic for the stock market when they become the basis for safety trades in an uncertain environment,” Cusick added.Wall Street is coming off a mixed session, after lawmakers in Washington arrived at a short-term agreement over the weekend that headed off a government shutdown.Investors are hoping to turn the page on a disappointing September for stocks. All three major indexes closed the month and the third quarter lower. The S&P 500 alone lost nearly 5% in September.That means key economic reports — such as last month’s payroll reports, due Friday — and the kick off of earnings reporting season next week are back in focus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214508711878672,"gmtCreate":1693407305881,"gmtModify":1693407310371,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good luck 😂😂😂","listText":"Good luck 😂😂😂","text":"Good luck 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214508711878672","repostId":"2363355422","repostType":4,"repost":{"id":"2363355422","pubTimestamp":1693405371,"share":"https://www.laohu8.com/m/news/2363355422?lang=&edition=full","pubTime":"2023-08-30 22:22","market":"us","language":"en","title":"PDD Holdings: Vastly Undervalued With A Wide Moat","url":"https://stock-news.laohu8.com/highlight/detail?id=2363355422","media":"seekingalpha","summary":"PDD Holdings has a differentiated and superior business model compared to JD.com and Alibaba, giving it a structural cost advantage.PDD's merchant ecosystem is more competitive and efficient than Taob","content":"<html><head></head><body><ul><li><p>PDD Holdings has a differentiated and superior business model compared to JD.com and Alibaba, giving it a structural cost advantage.</p></li><li><p>PDD&#39;s merchant ecosystem is more competitive and efficient than Taobao and T-Mall.</p></li><li><p>PDD&#39;s international e-commerce platform, Temu, is replicating the company&#39;s success in China and has shown extraordinary growth.</p></li></ul><p>Editor&#39;s note: Seeking Alpha is proud to welcome CJ Value as a new contributor. It&#39;s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more »</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6f3e659592646eaf0c92c6069ebc79b\" tg-width=\"750\" tg-height=\"500\"/></p><p>Robert Way</p><h2 id=\"id_985257093\">Thesis</h2><p><a href=\"https://laohu8.com/S/PDD\">PDD Holdings</a> has been one of the most misunderstood Chinese companies since its IPO in the U.S due to the company’s secretive culture as well as U.S investors’ lack of first-hand shopping experiences with major domestic Chinese e-commerce players. Most investors view PDD as just another Chinese e-commerce player. But in reality, PDD has a very differentiated and superior business model than JD.com (JD) and Alibaba (BABA). This differentiated business model gives PDD a structural cost advantage against JD and Alibaba. With the recent launch of Temu, PDD’s trying to replicate its success in China across the globe. In my view, the current valuation of PDD is simply too cheap for a company that can still grow at 20-30% over the next 3-5 years.</p><h3 id=\"id_3144160074\">PDD’s differentiated business model</h3><p>While PDD, JD and Alibaba are all internet retailers, their business models are completely different.</p><p>First of all, JD and Alibaba (especially the T-Mall segment) focus mostly on branded products. PDD’s focus is mostly on the so-called “white label” products, or generic brand products. Branded products such as Nike (NKE) and Estee Lauder (EL) usually invest advertising dollars outside of the e-commerce channel to build brand equity and very little advertising on e-commerce channel. Therefore, brands are less willing to pay high commission on e-commerce platforms. But for those “white label” products sellers, because they rely heavily on the e-commerce channel, they are much willing to pay higher commission on e-commerce platforms. This is why PDD has already had a higher monetization rate than Alibaba and JD.</p><p>Monetization rate comparisons:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c74247bfe5a129bcf49dd0f7ad4b9cab\" tg-width=\"640\" tg-height=\"196\"/></p><p>BABA,PDD, and JD&#39;s most recent annual reports</p><p>Secondly, PDD has a different merchant ecosystem. For Taobao and T-Mall, the threshold to open a new store is very high. A Taobao store is very much like an offline store in the sense that it takes time to accumulate customers and reputation. But once the store gets enough good ratings and returning customers, life will be very easy. In a sense, it is a closed system that protects the incumbent stores. PDD’s merchant system is almost the exact opposite. It’s very easy to open a store on the platform. A seller can operate multiple stores. PDD’s algorithm will direct traffic to the store with the lowest cost regardless of how long the store has been running. As long as the store continues to offer high-demand products at the lowest cost, PDD will continue to direct traffic to the store. Unlike a Taobao store, a PDD’s store faces intense competitive pressure every day because of PDD’s intense focus on low cost. This fundamental difference in traffic algorithm makes PDD’s sellers much more competitive than Taobao’s sellers.</p><p>Thirdly, PDD has a much more efficient operating structure than both JD and Alibaba. Alibaba has more than 230,000 employees (as of March 31, 2023), while PDD only has less than 13,000 employees (as of December 31, 2022). The average profit per employee for Alibaba is only 308,000 yuan compared to 2.4 million yuan for PDD. JD’s even worse with more than 450,000 employees (almost 35 times as many employees) but the same level of GMV as PDD. It’s astounding how much more efficient PDD is compared to both Alibaba and JD.</p><p>PDD&#39;s number of employees:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d90b8343604daf7986dd75ec5de74dce\" tg-width=\"640\" tg-height=\"189\"/></p><p>PDD&#39;s annual report (p-108)</p><p>Alibaba&#39;s number of employees:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc5cca280858e58526d006856e33cd0c\" tg-width=\"640\" tg-height=\"53\"/></p><p>Alibaba&#39;s annual report (p-167)</p><p>JD&#39;s number of employees:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c425496f49ccb244df10a8cb94b42514\" tg-width=\"640\" tg-height=\"197\"/></p><p>JD&#39;s annual report (p-148)</p><p>There are other differences in terms of business models among PDD, Alibaba and JD but the aforementioned three are the most important ones. Clearly, PDD has a structural cost advantage against its domestic competitors, and it is very likely PDD will continue to take share from both Alibaba and JD in the future.</p><h2 id=\"id_888485226\">Temu is replicating PDD’s success across the globe</h2><p>PDD launched its international e-commerce platform Temu in September of 2022. Temu’s business model is very similar to the domestic platform Pinduoduo with some differences. First of all, Temu has the discretion in terms of product pricing whereas with Pinduoduo, sellers make their own pricing. Secondly, unlike Pinduoduo, on which sellers are responsible for logistics, Temu is responsible for warehousing and shipping.</p><p>To understand Temu’s business model, all we need to do is to study Shein’s path. What Shein did, in effect, is consolidating China’s excess yet efficient manufacturing capacity and exporting low-cost products overseas. After a few years, Shein has built a world-class supply chain in Southern China. Shein has also cultivated a large group of experienced buyers who are very good at predicting overseas products demand. All Temu needs to do is to stand on Shein’s shoulders and do a better job. So far, Temu has been doing just that. It’s only been less a year since Temu’s launch and Temu has expanded to more than 30 countries. According to Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>, during Q2 of 2023, Temu made it to the top 10 globally most downloaded apps list. Temu’s growth is truly extraordinary.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9901628ec8fa46c45f7232a0e3ee4b18\" tg-width=\"640\" tg-height=\"311\"/></p><p>Google</p><p>Some investors are concerned with Temu’s potential near-term loss due to high customer acquisition cost and huge amount of subsidy. Clearly Temu’s expansion will impact PDD’s near term bottom-line but Temu is almost certainly to become profitable once the expansion phase is over.</p><h2 id=\"id_1578880418\">PDD Valuation - Extremely cheap</h2><p>PDD’s domestic business is likely to grow its GMV from 3.2 trillion yuan in 2022 to almost 6 trillion yuan in 2025, or about $820 billion based on the current exchange rate. PDD&#39;s monetization rate has risen to about 4.3%-4.5% based on my own estimate. If we assume a 4.3% monetization rate and 35% net margin (based on the recent net margin trend), PDD’s domestic business can generate revenue of 252 billion yuan, or about $35 billion, and net profit of 88 billion yuan, or $12 billion. Usually a fast growth business deserves a 25-30 times P/E multiple but considering the geopolitical discount (valuation discount to Chinese ADRs due to escalating geopolitical risks), we&#39;ll apply a 15 times P/E multiple. This will put PDD’s domestic business at a valuation of $181 billion in 2025.</p><p>With Temu, we can use Shein’s valuation as a baseline, which was $100 billion before Temu’s rise and $66 billion at the latest round. Temu has surpassed Shein recently in terms of DAUs and GMV. In three years, Temu can easily be valued at more than $100 billion. Here we&#39;ll use $100 billion as a conservative estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/214c544fc136bcacbedec06f1c7e2ce8\" tg-width=\"640\" tg-height=\"177\"/></p><p>Author&#39;s calculation</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70e2ffd3aac792ff31fbd7d9f90e4a9e\" tg-width=\"640\" tg-height=\"329\"/></p><p>Author&#39;s calculation</p><p>Combined, PDD is worth almost $281 billion in three years. At current price (as of August 28, 2023) of barely $104 billion, PDD Holdings looks extremely cheap.</p><h2 id=\"id_1091878999\">Risks to consider</h2><p>The biggest long-term risk to PDD&#39;s business is whether the company can stay focused and lean. So far PDD has maintained its super lean and efficient organizational structure. But almost all big tech companies including Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Tencent (OTCPK:TCEHY) and Alibaba eventually become too &#34;bloated&#34; and much less efficient as they grow to tech juggernauts. As PDD grows, some day it may face the same problem.</p><p>On the competition side, PDD and Temu face increased competition from live-streaming platforms such as ByteDance&#39;s (BDNCE) Douyin and TikTok. ByteDance is a very formidable competitor both within China and outside.</p><p>Furthermore, both Alibaba and JD have taken efforts to address the competitive threat from PDD. Alibaba has replaced CEO Daniel Zhang with Alibaba&#39;s co-founder and Jack&#39;s Ma right-hand man Joseph Tsai. With the return of Tsai, Alibaba is likely to take dramatic steps in the future to improve the performance of Alibaba&#39;s domestic e-commerce business. Similarly, JD&#39;s founder Richard Liu has also taken on a more active role. It&#39;s almost certain competition will pick up in China in the next few years.</p><h2 id=\"id_2472993560\">Summary</h2><p>To sum up, PDD is a unique e-commerce platform with a differentiated and superior business model. Temu is rapidly replicating PDD&#39;s domestic business overseas. PDD will likely to continue to grow at 20-30% annually in the next 3-5 years. While the stock is extremely volatile, I believe it is too cheap at the moment.</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>PDD Holdings: Vastly Undervalued With A Wide Moat</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\">\nPDD Holdings: Vastly Undervalued With A Wide Moat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-30 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4631929-pdd-holdings-vastly-undervalued-with-wide-moat><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PDD Holdings has a differentiated and superior business model compared to JD.com and Alibaba, giving it a structural cost advantage.PDD's merchant ecosystem is more competitive and efficient than ...</p>\n\n<a href=\"https://seekingalpha.com/article/4631929-pdd-holdings-vastly-undervalued-with-wide-moat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴","PDD":"拼多多"},"source_url":"https://seekingalpha.com/article/4631929-pdd-holdings-vastly-undervalued-with-wide-moat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2363355422","content_text":"PDD Holdings has a differentiated and superior business model compared to JD.com and Alibaba, giving it a structural cost advantage.PDD's merchant ecosystem is more competitive and efficient than Taobao and T-Mall.PDD's international e-commerce platform, Temu, is replicating the company's success in China and has shown extraordinary growth.Editor's note: Seeking Alpha is proud to welcome CJ Value as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more »Robert WayThesisPDD Holdings has been one of the most misunderstood Chinese companies since its IPO in the U.S due to the company’s secretive culture as well as U.S investors’ lack of first-hand shopping experiences with major domestic Chinese e-commerce players. Most investors view PDD as just another Chinese e-commerce player. But in reality, PDD has a very differentiated and superior business model than JD.com (JD) and Alibaba (BABA). This differentiated business model gives PDD a structural cost advantage against JD and Alibaba. With the recent launch of Temu, PDD’s trying to replicate its success in China across the globe. In my view, the current valuation of PDD is simply too cheap for a company that can still grow at 20-30% over the next 3-5 years.PDD’s differentiated business modelWhile PDD, JD and Alibaba are all internet retailers, their business models are completely different.First of all, JD and Alibaba (especially the T-Mall segment) focus mostly on branded products. PDD’s focus is mostly on the so-called “white label” products, or generic brand products. Branded products such as Nike (NKE) and Estee Lauder (EL) usually invest advertising dollars outside of the e-commerce channel to build brand equity and very little advertising on e-commerce channel. Therefore, brands are less willing to pay high commission on e-commerce platforms. But for those “white label” products sellers, because they rely heavily on the e-commerce channel, they are much willing to pay higher commission on e-commerce platforms. This is why PDD has already had a higher monetization rate than Alibaba and JD.Monetization rate comparisons:BABA,PDD, and JD's most recent annual reportsSecondly, PDD has a different merchant ecosystem. For Taobao and T-Mall, the threshold to open a new store is very high. A Taobao store is very much like an offline store in the sense that it takes time to accumulate customers and reputation. But once the store gets enough good ratings and returning customers, life will be very easy. In a sense, it is a closed system that protects the incumbent stores. PDD’s merchant system is almost the exact opposite. It’s very easy to open a store on the platform. A seller can operate multiple stores. PDD’s algorithm will direct traffic to the store with the lowest cost regardless of how long the store has been running. As long as the store continues to offer high-demand products at the lowest cost, PDD will continue to direct traffic to the store. Unlike a Taobao store, a PDD’s store faces intense competitive pressure every day because of PDD’s intense focus on low cost. This fundamental difference in traffic algorithm makes PDD’s sellers much more competitive than Taobao’s sellers.Thirdly, PDD has a much more efficient operating structure than both JD and Alibaba. Alibaba has more than 230,000 employees (as of March 31, 2023), while PDD only has less than 13,000 employees (as of December 31, 2022). The average profit per employee for Alibaba is only 308,000 yuan compared to 2.4 million yuan for PDD. JD’s even worse with more than 450,000 employees (almost 35 times as many employees) but the same level of GMV as PDD. It’s astounding how much more efficient PDD is compared to both Alibaba and JD.PDD's number of employees:PDD's annual report (p-108)Alibaba's number of employees:Alibaba's annual report (p-167)JD's number of employees:JD's annual report (p-148)There are other differences in terms of business models among PDD, Alibaba and JD but the aforementioned three are the most important ones. Clearly, PDD has a structural cost advantage against its domestic competitors, and it is very likely PDD will continue to take share from both Alibaba and JD in the future.Temu is replicating PDD’s success across the globePDD launched its international e-commerce platform Temu in September of 2022. Temu’s business model is very similar to the domestic platform Pinduoduo with some differences. First of all, Temu has the discretion in terms of product pricing whereas with Pinduoduo, sellers make their own pricing. Secondly, unlike Pinduoduo, on which sellers are responsible for logistics, Temu is responsible for warehousing and shipping.To understand Temu’s business model, all we need to do is to study Shein’s path. What Shein did, in effect, is consolidating China’s excess yet efficient manufacturing capacity and exporting low-cost products overseas. After a few years, Shein has built a world-class supply chain in Southern China. Shein has also cultivated a large group of experienced buyers who are very good at predicting overseas products demand. All Temu needs to do is to stand on Shein’s shoulders and do a better job. So far, Temu has been doing just that. It’s only been less a year since Temu’s launch and Temu has expanded to more than 30 countries. According to Sensor Tower, during Q2 of 2023, Temu made it to the top 10 globally most downloaded apps list. Temu’s growth is truly extraordinary.GoogleSome investors are concerned with Temu’s potential near-term loss due to high customer acquisition cost and huge amount of subsidy. Clearly Temu’s expansion will impact PDD’s near term bottom-line but Temu is almost certainly to become profitable once the expansion phase is over.PDD Valuation - Extremely cheapPDD’s domestic business is likely to grow its GMV from 3.2 trillion yuan in 2022 to almost 6 trillion yuan in 2025, or about $820 billion based on the current exchange rate. PDD's monetization rate has risen to about 4.3%-4.5% based on my own estimate. If we assume a 4.3% monetization rate and 35% net margin (based on the recent net margin trend), PDD’s domestic business can generate revenue of 252 billion yuan, or about $35 billion, and net profit of 88 billion yuan, or $12 billion. Usually a fast growth business deserves a 25-30 times P/E multiple but considering the geopolitical discount (valuation discount to Chinese ADRs due to escalating geopolitical risks), we'll apply a 15 times P/E multiple. This will put PDD’s domestic business at a valuation of $181 billion in 2025.With Temu, we can use Shein’s valuation as a baseline, which was $100 billion before Temu’s rise and $66 billion at the latest round. Temu has surpassed Shein recently in terms of DAUs and GMV. In three years, Temu can easily be valued at more than $100 billion. Here we'll use $100 billion as a conservative estimate.Author's calculationAuthor's calculationCombined, PDD is worth almost $281 billion in three years. At current price (as of August 28, 2023) of barely $104 billion, PDD Holdings looks extremely cheap.Risks to considerThe biggest long-term risk to PDD's business is whether the company can stay focused and lean. So far PDD has maintained its super lean and efficient organizational structure. But almost all big tech companies including Alphabet, Meta Platforms, Tencent (OTCPK:TCEHY) and Alibaba eventually become too \"bloated\" and much less efficient as they grow to tech juggernauts. As PDD grows, some day it may face the same problem.On the competition side, PDD and Temu face increased competition from live-streaming platforms such as ByteDance's (BDNCE) Douyin and TikTok. ByteDance is a very formidable competitor both within China and outside.Furthermore, both Alibaba and JD have taken efforts to address the competitive threat from PDD. Alibaba has replaced CEO Daniel Zhang with Alibaba's co-founder and Jack's Ma right-hand man Joseph Tsai. With the return of Tsai, Alibaba is likely to take dramatic steps in the future to improve the performance of Alibaba's domestic e-commerce business. Similarly, JD's founder Richard Liu has also taken on a more active role. It's almost certain competition will pick up in China in the next few years.SummaryTo sum up, PDD is a unique e-commerce platform with a differentiated and superior business model. Temu is rapidly replicating PDD's domestic business overseas. PDD will likely to continue to grow at 20-30% annually in the next 3-5 years. While the stock is extremely volatile, I believe it is too cheap at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212646530035872,"gmtCreate":1692955595227,"gmtModify":1692955599947,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Should be happy its still being valued lol","listText":"Should be happy its still being valued lol","text":"Should be happy its still being valued lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212646530035872","repostId":"2361961387","repostType":4,"repost":{"id":"2361961387","pubTimestamp":1692949829,"share":"https://www.laohu8.com/m/news/2361961387?lang=&edition=full","pubTime":"2023-08-25 15:50","market":"us","language":"en","title":"Alibaba: Despite Positive Results, Still Undervalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2361961387","media":"Seekingalpha","summary":"Alibaba is seen as a good mid-term investment opportunity due to its diversified business, strong balance sheet, and restructuring plans to spin out separate business segments.Spinning out three busin","content":"<html><head></head><body><ul><li><p>Alibaba is seen as a good mid-term investment opportunity due to its diversified business, strong balance sheet, and restructuring plans to spin out separate business segments.</p></li><li><p>Spinning out three business units, including Cainiao, Alibaba Cloud, and Freshippo could unlock major value for Alibaba and make it easier for the market to value them.</p></li><li><p>The market is under-appreciating Alibaba&#39;s assets, but a sum of the parts valuation suggests a potential value per share of $151, 71% above the current market price.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86d614acac15e6cc0793323f0deddfe1\" alt=\"Andrew Burton\" title=\"Andrew Burton\" tg-width=\"750\" tg-height=\"500\"/><span>Andrew Burton</span></p><h2 id=\"id_2964161991\">Introduction</h2><p>I see <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> as a good mid-term opportunity. The company has a diversified business with a strong balance sheet and buy-back program in place. Alibaba is in the process of restructuring with the aim to spin out at least three businesses and unlock their value as separate business segments. With a current market value of $234bil. In US dollars and an enterprise value of $157 billion, I see the company is undervalued either based on a cash flow generation basis or on the sum of the parts basis. Even though Alibaba is not completely immune to macroeconomic shocks, it has the ability to strengthen its market position and positively benefit from the current negative environment. Investors patient enough to stick with this thesis should benefit along with the company.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53ccaff6f7c50bd56d4c69649efb03a5\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"448\"/><span>Bloomberg</span></p><h2 id=\"id_2859886956\">Unlocking The Value Through Spinning Out Businesses</h2><p>Alibaba is in the process of spinning out three business units in the short term and possibly three other units in the longer term. A listing of logistics company Cainiao, cloud unit Alibaba Cloud, and grocery retail chain Freshippo, could unlock major value, which is currently ignored by the market. I see this as a smart strategy because once the business units are listed as separate companies, it will be easier for the market to value them. Additionally, the company has initiated to find an external financing for Alibaba International Commerce segment, consisting of Lazada, Trendyol, and AliExpress. These businesses are at the early stage of growth, which is always capital intensive. New partners either in the form or debt financing or equity investing would save Alibaba a lot of capital, which could be reinvested into Alibaba&#39;s main e-commerce business back at China or returned back to shareholders in the form of special dividend or possibly buy-backs. From all the business units going public, Alibaba Cloud will attract the most attention. It is the fourth-largest cloud provider in the world, with a 6% global market share. If similar multiples apply for Alibaba Cloud as for its Chinese competitors, Alibaba Cloud could be worth somewhere around 46 billion US dollars. That is more than 20% of total Alibaba&#39;s market cap.</p><h2 id=\"id_1013181005\">Sum Of The Parts Valuation</h2><p>There are several reasons why the market is under-appreciating Alibaba&#39;s assets. The first reason has to do with the market applying China&#39;s macro discount. However, Alibaba has been able to deliver solid results in 1Q FY24 with revenues growing 14% year over year, despite the negative macro environment persisting. Secondly, investors usually don&#39;t like big holding structures. That&#39;s why they often value the whole company lower than it would be valued as a set of unique businesses. Regardless of the negatives just mentioned, I believe that in the mid-term, fundamentals eventually prevail. To correctly value Alibaba, investors could either use Discounted Cash Flow analysis or Sum of The Parts valuation. In this case, I believe that Sum of The Parts valuation is a more suitable valuation tool because it better reflects the value of separate business lines. To set up a proper peer group for each business, it is important to not only choose companies from the same industry but also take into account similar growth and risk characteristics of peer group companies. That&#39;s why I think that the multiple EV/Sales for PDD Holdings (PDD) much better represents the value of Taboa and Tmall units, than for example, Vipshop Holdings (VIPS) or JD.com (JD), both suffering from anemic growth forecasts.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e64a2fe51e944d45cfbe6d5e44772f53\" alt=\"Annual reports, own work\" title=\"Annual reports, own work\" tg-width=\"640\" tg-height=\"316\"/><span>Annual reports, own work</span></p><p>Based on the multiples of peer group companies, I forecasted possible multiples for every segment adjusted for estimated growth. Category Other revenues are the mix of retail businesses and AI/Cloud businesses. For this category, I used the multiple of 1.3x EV/Sales which should be conservative enough for the businesses it contains. The sum of all business segments is the total Enterprise Value of Alibaba. Enterprise Value, or the value of operating assets was subsequently adjusted for net cash, the value of employee options, and a 33% equity stake in Ant Group. Final implied value per share resulting from this calculation was at $151, 71% above the current market price. Current market price should leave a sufficient margin of safety for investors willing to act on the valuation today.</p><h2 id=\"id_1028510157\">Summary</h2><p>Alibaba seems fundamentally undervalued, and spinning out some of its businesses could unlock substantial value for investors. For investors, IPO&#39;s of Alibaba Could, Freshippo, and Cainiao Logistics will serve as a litmus paper for better understanding the value of the whole company. Alibaba has a strong balance sheet, a buyback program in place, and has a leading position in several businesses it operates. For investors with a globally diversified portfolio, Alibaba could be an interesting opportunity at this price.</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>Alibaba: Despite Positive Results, Still Undervalued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Despite Positive Results, Still Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-25 15:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4630844-alibaba-despite-positive-results-still-undervalued><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba is seen as a good mid-term investment opportunity due to its diversified business, strong balance sheet, and restructuring plans to spin out separate business segments.Spinning out three ...</p>\n\n<a href=\"https://seekingalpha.com/article/4630844-alibaba-despite-positive-results-still-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4630844-alibaba-despite-positive-results-still-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2361961387","content_text":"Alibaba is seen as a good mid-term investment opportunity due to its diversified business, strong balance sheet, and restructuring plans to spin out separate business segments.Spinning out three business units, including Cainiao, Alibaba Cloud, and Freshippo could unlock major value for Alibaba and make it easier for the market to value them.The market is under-appreciating Alibaba's assets, but a sum of the parts valuation suggests a potential value per share of $151, 71% above the current market price.Andrew BurtonIntroductionI see Alibaba as a good mid-term opportunity. The company has a diversified business with a strong balance sheet and buy-back program in place. Alibaba is in the process of restructuring with the aim to spin out at least three businesses and unlock their value as separate business segments. With a current market value of $234bil. In US dollars and an enterprise value of $157 billion, I see the company is undervalued either based on a cash flow generation basis or on the sum of the parts basis. Even though Alibaba is not completely immune to macroeconomic shocks, it has the ability to strengthen its market position and positively benefit from the current negative environment. Investors patient enough to stick with this thesis should benefit along with the company.BloombergUnlocking The Value Through Spinning Out BusinessesAlibaba is in the process of spinning out three business units in the short term and possibly three other units in the longer term. A listing of logistics company Cainiao, cloud unit Alibaba Cloud, and grocery retail chain Freshippo, could unlock major value, which is currently ignored by the market. I see this as a smart strategy because once the business units are listed as separate companies, it will be easier for the market to value them. Additionally, the company has initiated to find an external financing for Alibaba International Commerce segment, consisting of Lazada, Trendyol, and AliExpress. These businesses are at the early stage of growth, which is always capital intensive. New partners either in the form or debt financing or equity investing would save Alibaba a lot of capital, which could be reinvested into Alibaba's main e-commerce business back at China or returned back to shareholders in the form of special dividend or possibly buy-backs. From all the business units going public, Alibaba Cloud will attract the most attention. It is the fourth-largest cloud provider in the world, with a 6% global market share. If similar multiples apply for Alibaba Cloud as for its Chinese competitors, Alibaba Cloud could be worth somewhere around 46 billion US dollars. That is more than 20% of total Alibaba's market cap.Sum Of The Parts ValuationThere are several reasons why the market is under-appreciating Alibaba's assets. The first reason has to do with the market applying China's macro discount. However, Alibaba has been able to deliver solid results in 1Q FY24 with revenues growing 14% year over year, despite the negative macro environment persisting. Secondly, investors usually don't like big holding structures. That's why they often value the whole company lower than it would be valued as a set of unique businesses. Regardless of the negatives just mentioned, I believe that in the mid-term, fundamentals eventually prevail. To correctly value Alibaba, investors could either use Discounted Cash Flow analysis or Sum of The Parts valuation. In this case, I believe that Sum of The Parts valuation is a more suitable valuation tool because it better reflects the value of separate business lines. To set up a proper peer group for each business, it is important to not only choose companies from the same industry but also take into account similar growth and risk characteristics of peer group companies. That's why I think that the multiple EV/Sales for PDD Holdings (PDD) much better represents the value of Taboa and Tmall units, than for example, Vipshop Holdings (VIPS) or JD.com (JD), both suffering from anemic growth forecasts.Annual reports, own workBased on the multiples of peer group companies, I forecasted possible multiples for every segment adjusted for estimated growth. Category Other revenues are the mix of retail businesses and AI/Cloud businesses. For this category, I used the multiple of 1.3x EV/Sales which should be conservative enough for the businesses it contains. The sum of all business segments is the total Enterprise Value of Alibaba. Enterprise Value, or the value of operating assets was subsequently adjusted for net cash, the value of employee options, and a 33% equity stake in Ant Group. Final implied value per share resulting from this calculation was at $151, 71% above the current market price. Current market price should leave a sufficient margin of safety for investors willing to act on the valuation today.SummaryAlibaba seems fundamentally undervalued, and spinning out some of its businesses could unlock substantial value for investors. For investors, IPO's of Alibaba Could, Freshippo, and Cainiao Logistics will serve as a litmus paper for better understanding the value of the whole company. Alibaba has a strong balance sheet, a buyback program in place, and has a leading position in several businesses it operates. For investors with a globally diversified portfolio, Alibaba could be an interesting opportunity at this price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209517799202976,"gmtCreate":1692191641668,"gmtModify":1692191646435,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Never. China stocks is not investable","listText":"Never. China stocks is not investable","text":"Never. China stocks is not investable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209517799202976","repostId":"2359173728","repostType":4,"repost":{"id":"2359173728","pubTimestamp":1692172800,"share":"https://www.laohu8.com/m/news/2359173728?lang=&edition=full","pubTime":"2023-08-16 16:00","market":"hk","language":"en","title":"Alibaba Q2: If You Are Not Buying Now, When Will You?","url":"https://stock-news.laohu8.com/highlight/detail?id=2359173728","media":"Seeking Alpha","summary":"Robert Way Alibaba Group Holding Limited (NYSE:BABA) has had a hard time ever since the failed IPO of the Ant Group in November 2020. Following the long-standing Covid-19 restrictions, the world's sec","content":"<html><head></head><body><h2 id=\"id_957459716\" style=\"text-align: left;\">Summary</h2><ul><li><p>Alibaba Group Holding Limited had a superb second quarter, surpassing expectations and showing re-accelerated sales growth and free cash flow generation.</p></li><li><p>BABA stock is by far the cheapest in its peer group and trades at a free cash flow yield of 12%.</p></li><li><p>The company&#39;s balance sheet is a fortress, with 31% of the market cap in cash and short-term investments larger than that of Amazon.</p></li><li><p>Free cash flow is silently moving closer to a new all-time high, while the stock price is back at prices of 6 years ago.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f805543ab3786cb8cb1d7d9034e0368\" alt=\"Robert Way\" title=\"Robert Way\" tg-width=\"750\" tg-height=\"500\"/><span>Robert Way</span></p><p><strong>Alibaba Group Holding Limited</strong> (NYSE:BABA) has had a hard time ever since the failed IPO of the Ant Group in November 2020. Following the long-standing Covid-19 restrictions, the world&#39;s second largest economy, China, slowed down temporarily. However, Alibaba showed re-acceleration of sales growth in the second quarter, signaling a rebound in consumer spending. The stock price is yet to recover, while free cash flow is closing in on a new all-time high. As a result, extreme undervaluation is present in one of China&#39;s wide moat businesses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1eb1bbeb88b91bf4e2b55dfddd7e094\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2 id=\"id_3070070381\">Business Overview</h2><p>Alibaba is a multinational conglomerate based in China and one of the world&#39;s largest e-commerce and technology companies. Founded in 1999 by Jack Ma, Alibaba has rapidly grown into a wide moat business with various segments, making it a prominent player in the global digital economy. Here&#39;s an overview of Alibaba&#39;s key businesses and operations:</p><ol><li><p><strong>China Commerce</strong>:</p></li></ol><ul><li><p><strong>Taobao</strong>: Taobao is a consumer-to-consumer (C2C) online marketplace, akin to <a href=\"https://laohu8.com/S/EBAY\">eBay</a>. It allows individual sellers and small businesses to set up online shops and sell a wide range of products directly to consumers. Taobao&#39;s user-friendly interface and extensive product variety have made it immensely popular in China.</p></li><li><p><strong>Tmall</strong>: Tmall is a business-to-consumer (B2C) platform that hosts official storefronts for well-known brands and retailers. It ensures product authenticity and quality, which has helped build consumer trust. Tmall&#39;s setup is more structured and regulated compared to Taobao, making it a preferred choice for established brands looking to tap into the Chinese market.</p></li><li><p><strong>阿里1688</strong>: 1688&#39;s platform serves the Chinese domestic market and is focused on wholesale transactions.</p></li></ul><p>2.<strong> International Commerce:</strong></p><ul><li><p><strong>Alibaba.com</strong> serves as a global platform connecting businesses from around the world. Alibaba.com facilitates business-to-business (B2B) trade by connecting manufacturers, wholesalers, and suppliers with buyers internationally. The platform streamlines international trade by providing tools for communication, negotiation, and secure transactions.</p></li><li><p><strong>AliExpress</strong>: AliExpress is one of Alibaba&#39;s primary platforms for international commerce. AliExpress connects Chinese sellers with buyers from around the world, offering a wide range of products at competitive prices. Similar to Taobao, AliExpress primarily serves individual consumers and small businesses</p></li><li><p><strong>Lazada</strong>: Lazada is another e-commerce business with the largest part of customers in Southeast Asia.</p></li></ul><p>3. <strong>Local Consumer Services:</strong></p><ul><li><p><strong>Ele.me</strong>: Ele.me is Alibaba&#39;s online delivery platform, connecting users with food and beverages, groceries, flowers and pharmaceutical products. Ele.me focuses on efficient last-mile delivery to ensure that orders reach customers quickly and fresh.</p></li><li><p><strong>AMAP</strong>: AMAP provides a range of location-based services, including digital maps, navigation, real-time traffic information, location-based search, and location-based advertising. AMAP&#39;s data and services can be integrated into other Alibaba services such as e-commerce platforms, ride-hailing apps,...</p></li></ul><p>4.<strong> Logistics and Supply Chain</strong>:</p><ul><li><p><strong>Cainiao Network</strong>: Alibaba&#39;s logistics affiliate focuses on improving supply chain efficiency and providing advanced logistics solutions to support the company&#39;s e-commerce operations.</p></li></ul><p>5. <strong>Cloud Computing</strong>:</p><ul><li><p><strong>Alibaba Cloud</strong>: Alibaba&#39;s cloud computing arm offers a comprehensive suite of cloud services, including computing power, storage, databases, analytics, and AI capabilities. It&#39;s a major player in the global cloud services market, competing with companies like Amazon Web Services (AWS) and Microsoft Azure.</p></li></ul><p>6.<strong> Digital Media and Entertainment</strong>:</p><ul><li><p><strong>Alibaba Pictures</strong>: This segment focuses on film production, distribution, and entertainment-related investments.</p></li><li><p><strong>Youku Tudou</strong>: A prominent online video platform in China, often referred to as the &#34;YouTube of China.&#34; Alibaba acquired Youku Tudou to expand its digital media offerings.</p></li></ul><p>7.<strong> Digital Finance and Payments</strong>:</p><ul><li><p><strong>Alipay</strong>: Initially launched as an online payment platform for Alibaba&#39;s e-commerce sites, Alipay has evolved into a comprehensive digital financial services platform. It offers services like mobile payments, money transfers, investment options, and credit services.</p></li><li><p><strong>Ant Group</strong>: Ant Group, which is for 33% owned by Alibaba, operates Alipay and provides a wide range of financial services, including wealth management, insurance, and lending.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cb38f9aa68c1dc03427d8961c351fe6\" alt=\"Alibaba Annual Report\" title=\"Alibaba Annual Report\" tg-width=\"640\" tg-height=\"417\"/><span>Alibaba Annual Report</span></p><p>The first 6 business segments are soon to be split into 6 companies and will IPO separately, where each company will be run by its own CEO and board of directors. The size of Alibaba has increase a lot of over the last years and to let each segment run on full performance more agility is needed in the business.</p><h2 id=\"id_2495973310\">Superb Second Quarter</h2><p>Analysts were skeptical about the results of Alibaba and got blown away by a large double beat. The company increased revenue by 14% year-over-year to $32.29 billion, which beat estimates by $1.08 billion. Earnings per share came in at $2.40 (up 48% year-over-over), compared to the estimates of $2.01.</p><p>Alibaba saw re-accelerating growth in all of their segments. The Chinese market recovered from a 3% year-over-year decline to a 12% increase year-over-year. Noteworthy, international commerce grew 41% compared to 29% in the previous quarter. The cloud business also changed growth direction from a 2% decline in sales to 4% sales growth in Q2.</p><p>The cloud business growth slowed down a lot, but the CEO Daniel Zhang mentioned this in the latest earnings call:</p><blockquote>I think if you look at the cloud landscape in China, I think the total cloud infra as a percentage of the IT infra still in a lower -- actually, in a relatively low percentage as compared to the U.S. peers. So we still -- we see still the huge potential first in this cloud infra penetration. Secondly, I think with this AI revolution, I think that this brings incremental opportunities, and because today, all the companies want to use our AI capabilities to upgrade their services and in their own application. So -- but they need a high computing -- high-performance computing power to support this operation, not only in today&#39;s training, but also in the influence services to be provided. So I think these two are, we believe, the primary growth engine for the long term.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4800da6a1b15bd467c0f832d6fcc35\" alt=\"23Q2 Investor Presentation\" title=\"23Q2 Investor Presentation\" tg-width=\"640\" tg-height=\"250\"/><span>23Q2 Investor Presentation</span></p><p>Although I am not a big fan of EBITDA or EBITA (also called earnings before everything), this is the only way to compare the profitability of the different segments provided by Alibaba. Alibaba&#39;s profitability is improving across the board with the Logistics and Digital Media business as two new contributors to positive EBITA. Furthermore, the Cloud business grew EBITA 106% year-over-year and the International Commerce is finally closer to becoming a profitable business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a6e4bfa02f6f72acb91f3ad20c13a6\" alt=\"23Q2 Investor Presentation\" title=\"23Q2 Investor Presentation\" tg-width=\"640\" tg-height=\"242\"/><span>23Q2 Investor Presentation</span></p><p>The most outstanding news in the earnings report was the comeback of free cash flow growth. Partly boosted by lower CAPEX, the free cash flow increased 76% year-over-year, nearing the all-time high of free cash flow in 2021. The company remained focused on returning value to shareholders through $3 billion in share buybacks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6db5c7fe38957ca068d196f4da28f44c\" alt=\"23Q2 Investor Presentation\" title=\"23Q2 Investor Presentation\" tg-width=\"640\" tg-height=\"201\"/><span>23Q2 Investor Presentation</span></p><h2 id=\"id_1783532176\">Valuation</h2><p>I have chosen three other prominent players in the e-commerce business worldwide, that are similar to Alibaba, to compare various valuation metrics. The first metric covers the price-to-sales ratio. JD.com (JD) is easily beating their peers, followed by Alibaba at 1.9x price-to-sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d4faeb4c3d80d6b1552a27568c05ad\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Further, when we move on to my favorite metric the free cash flow yield, we can see who has the strongest profitability and efficiencies. Alibaba is above and beyond the others with a free cash flow yield of 12%. The next peer is <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI), whose free cash flow yield is standing at a solid 6%. The worst performer by far is Amazon (AMZN), with a free cash flow yield of 0.2%.</p><p>When I was writing my article around <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) in November 2022, the free cash flow yield was at 8.5%. This was really exceptional for a business of that caliber. Since my article, Meta is up 170%, so who knows what will happen to Alibaba.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/671c3bd0ed9af7374bc8799e00766ef3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>In addition, Alibaba is even more undervalued compared to the peers based on EV-to-free cash flow. EV stands for enterprise value and this takes into account the market cap combined with total debt minus cash and cash equivalents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4489c04d21639a2aeae784d76943b1fd\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Despite, JD&#39;s large number of sales compared to their market cap, it is underperforming in profitability by quite a margin. Alibaba is once again the leader with profit margins of 9%, followed by 6% for MercadoLibre.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/faade79d9ade5b61198980476e4f02d6\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><h2 id=\"id_2574390991\">Balance Sheet</h2><p>Although Amazon has 5.8x times the market cap of Alibaba, Alibaba&#39;s cash and short term investments top those of the e-commerce king Amazon. Alibaba&#39;s cash and short-term investments were $75 billion in the latest earnings report and accounted for 31% of the current market cap. This liquidity can further enhance investments in business opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef8f21fdf29382ba230d26601e48b3f3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Alibaba&#39;s current ratio is almost reaching 2x and the total liabilities ($86 billion) are even lower than the current assets ($100 billion), showcasing the fortress balance sheet the company has amassed.</p><p>The balance sheet makes it possible to buy back shares of their own company at the discounted value it is trading at. During the fiscal year 2023, Alibaba repurchased almost $11 billion or 4.5% of shares outstanding. After the second quarter, the company has $16.3 billion remaining under the current share buyback program, or 6.6% of shares outstanding.</p><h2 id=\"id_3899631669\">Risks</h2><p>However, investors need to keep in mind that Alibaba has been identified by the SEC under the Holding Foreign Companies Accountable Act. This means the company will be delisted by 2024, if they do not show the right auditing under the rules of the United States.</p><p>In the annual report of Alibaba, you can find the following positive statement:</p><blockquote>Following that, on December 15, 2022, the PCAOB announced that it was able to secure complete access to inspect and investigate PCAOB-registered public accounting firms headquartered in Chinese mainland and Hong Kong in 2022. The PCAOB vacated its previous 2021 determinations that the PCAOB was unable to inspect or investigate completely registered public accounting firms headquartered in Chinese mainland and Hong Kong. For this reason, we do not expect to be identified as a Commission Identified Issuer following the filing of this annual report.</blockquote><p>The dual listing in Hong Kong lowers the risk of losing money must a delisting ever were to happen. Your shares could be converted into Hong Kong listed shares or you can re-buy your shares at the Hong Kong exchange yourself for a similar price, because the dual listing trades around the same price on the New York and Hong Kong exchange.</p><h2 id=\"id_3530803526\">Takeaway</h2><p>Few understand that the COVID-19 era has only recently ended in China, but more and more signs come in that China is ready to bounce back. The drop in Alibaba&#39;s share price was not completely risk driven and also partly justified in the drop of profitability and free cash flow after the incredible years of 2020 and 2021. The free cash flow generation is back on trend and is likely to go higher. Investors are known to exaggerate risks in a downtrend and Alibaba is no exception at all. Once the price recovers, supported by business performance and share buybacks, the risks we heard so loudly in 2021 and 2022 will play on the background.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b2226ea270a689d4aaa6bb2f4d5714a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>I rate Alibaba Group Holding Limited stock a &#34;Strong Buy&#34; around $100 a share. The company is fundamentally exceptional and undervalued compared to the closest peers. The management is shareholder friendly with strong support of share repurchases. Furthermore, Alibaba&#39;s restructuring is likely to lead to more focus, efficiencies and profitability in all the different segments. China is easing up regulatory moves on businesses, has cut interest rates and is expected to boost the economy with another stimulus. Positive momentum is building up, which seems to me like a great opportunity to start a position in one of China&#39;s best businesses out there.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Alibaba Q2: If You Are Not Buying Now, When Will You?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Q2: If You Are Not Buying Now, When Will You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4628155-alibaba-q2-if-you-are-not-buying-now-when-will-you><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba Group Holding Limited had a superb second quarter, surpassing expectations and showing re-accelerated sales growth and free cash flow generation.BABA stock is by far the cheapest in its...</p>\n\n<a href=\"https://seekingalpha.com/article/4628155-alibaba-q2-if-you-are-not-buying-now-when-will-you\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4628155-alibaba-q2-if-you-are-not-buying-now-when-will-you","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2359173728","content_text":"SummaryAlibaba Group Holding Limited had a superb second quarter, surpassing expectations and showing re-accelerated sales growth and free cash flow generation.BABA stock is by far the cheapest in its peer group and trades at a free cash flow yield of 12%.The company's balance sheet is a fortress, with 31% of the market cap in cash and short-term investments larger than that of Amazon.Free cash flow is silently moving closer to a new all-time high, while the stock price is back at prices of 6 years ago.Robert WayAlibaba Group Holding Limited (NYSE:BABA) has had a hard time ever since the failed IPO of the Ant Group in November 2020. Following the long-standing Covid-19 restrictions, the world's second largest economy, China, slowed down temporarily. However, Alibaba showed re-acceleration of sales growth in the second quarter, signaling a rebound in consumer spending. The stock price is yet to recover, while free cash flow is closing in on a new all-time high. As a result, extreme undervaluation is present in one of China's wide moat businesses.Data by YChartsBusiness OverviewAlibaba is a multinational conglomerate based in China and one of the world's largest e-commerce and technology companies. Founded in 1999 by Jack Ma, Alibaba has rapidly grown into a wide moat business with various segments, making it a prominent player in the global digital economy. Here's an overview of Alibaba's key businesses and operations:China Commerce:Taobao: Taobao is a consumer-to-consumer (C2C) online marketplace, akin to eBay. It allows individual sellers and small businesses to set up online shops and sell a wide range of products directly to consumers. Taobao's user-friendly interface and extensive product variety have made it immensely popular in China.Tmall: Tmall is a business-to-consumer (B2C) platform that hosts official storefronts for well-known brands and retailers. It ensures product authenticity and quality, which has helped build consumer trust. Tmall's setup is more structured and regulated compared to Taobao, making it a preferred choice for established brands looking to tap into the Chinese market.阿里1688: 1688's platform serves the Chinese domestic market and is focused on wholesale transactions.2. International Commerce:Alibaba.com serves as a global platform connecting businesses from around the world. Alibaba.com facilitates business-to-business (B2B) trade by connecting manufacturers, wholesalers, and suppliers with buyers internationally. The platform streamlines international trade by providing tools for communication, negotiation, and secure transactions.AliExpress: AliExpress is one of Alibaba's primary platforms for international commerce. AliExpress connects Chinese sellers with buyers from around the world, offering a wide range of products at competitive prices. Similar to Taobao, AliExpress primarily serves individual consumers and small businessesLazada: Lazada is another e-commerce business with the largest part of customers in Southeast Asia.3. Local Consumer Services:Ele.me: Ele.me is Alibaba's online delivery platform, connecting users with food and beverages, groceries, flowers and pharmaceutical products. Ele.me focuses on efficient last-mile delivery to ensure that orders reach customers quickly and fresh.AMAP: AMAP provides a range of location-based services, including digital maps, navigation, real-time traffic information, location-based search, and location-based advertising. AMAP's data and services can be integrated into other Alibaba services such as e-commerce platforms, ride-hailing apps,...4. Logistics and Supply Chain:Cainiao Network: Alibaba's logistics affiliate focuses on improving supply chain efficiency and providing advanced logistics solutions to support the company's e-commerce operations.5. Cloud Computing:Alibaba Cloud: Alibaba's cloud computing arm offers a comprehensive suite of cloud services, including computing power, storage, databases, analytics, and AI capabilities. It's a major player in the global cloud services market, competing with companies like Amazon Web Services (AWS) and Microsoft Azure.6. Digital Media and Entertainment:Alibaba Pictures: This segment focuses on film production, distribution, and entertainment-related investments.Youku Tudou: A prominent online video platform in China, often referred to as the \"YouTube of China.\" Alibaba acquired Youku Tudou to expand its digital media offerings.7. Digital Finance and Payments:Alipay: Initially launched as an online payment platform for Alibaba's e-commerce sites, Alipay has evolved into a comprehensive digital financial services platform. It offers services like mobile payments, money transfers, investment options, and credit services.Ant Group: Ant Group, which is for 33% owned by Alibaba, operates Alipay and provides a wide range of financial services, including wealth management, insurance, and lending.Alibaba Annual ReportThe first 6 business segments are soon to be split into 6 companies and will IPO separately, where each company will be run by its own CEO and board of directors. The size of Alibaba has increase a lot of over the last years and to let each segment run on full performance more agility is needed in the business.Superb Second QuarterAnalysts were skeptical about the results of Alibaba and got blown away by a large double beat. The company increased revenue by 14% year-over-year to $32.29 billion, which beat estimates by $1.08 billion. Earnings per share came in at $2.40 (up 48% year-over-over), compared to the estimates of $2.01.Alibaba saw re-accelerating growth in all of their segments. The Chinese market recovered from a 3% year-over-year decline to a 12% increase year-over-year. Noteworthy, international commerce grew 41% compared to 29% in the previous quarter. The cloud business also changed growth direction from a 2% decline in sales to 4% sales growth in Q2.The cloud business growth slowed down a lot, but the CEO Daniel Zhang mentioned this in the latest earnings call:I think if you look at the cloud landscape in China, I think the total cloud infra as a percentage of the IT infra still in a lower -- actually, in a relatively low percentage as compared to the U.S. peers. So we still -- we see still the huge potential first in this cloud infra penetration. Secondly, I think with this AI revolution, I think that this brings incremental opportunities, and because today, all the companies want to use our AI capabilities to upgrade their services and in their own application. So -- but they need a high computing -- high-performance computing power to support this operation, not only in today's training, but also in the influence services to be provided. So I think these two are, we believe, the primary growth engine for the long term.23Q2 Investor PresentationAlthough I am not a big fan of EBITDA or EBITA (also called earnings before everything), this is the only way to compare the profitability of the different segments provided by Alibaba. Alibaba's profitability is improving across the board with the Logistics and Digital Media business as two new contributors to positive EBITA. Furthermore, the Cloud business grew EBITA 106% year-over-year and the International Commerce is finally closer to becoming a profitable business.23Q2 Investor PresentationThe most outstanding news in the earnings report was the comeback of free cash flow growth. Partly boosted by lower CAPEX, the free cash flow increased 76% year-over-year, nearing the all-time high of free cash flow in 2021. The company remained focused on returning value to shareholders through $3 billion in share buybacks.23Q2 Investor PresentationValuationI have chosen three other prominent players in the e-commerce business worldwide, that are similar to Alibaba, to compare various valuation metrics. The first metric covers the price-to-sales ratio. JD.com (JD) is easily beating their peers, followed by Alibaba at 1.9x price-to-sales.Data by YChartsFurther, when we move on to my favorite metric the free cash flow yield, we can see who has the strongest profitability and efficiencies. Alibaba is above and beyond the others with a free cash flow yield of 12%. The next peer is MercadoLibre (MELI), whose free cash flow yield is standing at a solid 6%. The worst performer by far is Amazon (AMZN), with a free cash flow yield of 0.2%.When I was writing my article around Meta Platforms (META) in November 2022, the free cash flow yield was at 8.5%. This was really exceptional for a business of that caliber. Since my article, Meta is up 170%, so who knows what will happen to Alibaba.Data by YChartsIn addition, Alibaba is even more undervalued compared to the peers based on EV-to-free cash flow. EV stands for enterprise value and this takes into account the market cap combined with total debt minus cash and cash equivalents.Data by YChartsDespite, JD's large number of sales compared to their market cap, it is underperforming in profitability by quite a margin. Alibaba is once again the leader with profit margins of 9%, followed by 6% for MercadoLibre.Data by YChartsBalance SheetAlthough Amazon has 5.8x times the market cap of Alibaba, Alibaba's cash and short term investments top those of the e-commerce king Amazon. Alibaba's cash and short-term investments were $75 billion in the latest earnings report and accounted for 31% of the current market cap. This liquidity can further enhance investments in business opportunities.Data by YChartsAlibaba's current ratio is almost reaching 2x and the total liabilities ($86 billion) are even lower than the current assets ($100 billion), showcasing the fortress balance sheet the company has amassed.The balance sheet makes it possible to buy back shares of their own company at the discounted value it is trading at. During the fiscal year 2023, Alibaba repurchased almost $11 billion or 4.5% of shares outstanding. After the second quarter, the company has $16.3 billion remaining under the current share buyback program, or 6.6% of shares outstanding.RisksHowever, investors need to keep in mind that Alibaba has been identified by the SEC under the Holding Foreign Companies Accountable Act. This means the company will be delisted by 2024, if they do not show the right auditing under the rules of the United States.In the annual report of Alibaba, you can find the following positive statement:Following that, on December 15, 2022, the PCAOB announced that it was able to secure complete access to inspect and investigate PCAOB-registered public accounting firms headquartered in Chinese mainland and Hong Kong in 2022. The PCAOB vacated its previous 2021 determinations that the PCAOB was unable to inspect or investigate completely registered public accounting firms headquartered in Chinese mainland and Hong Kong. For this reason, we do not expect to be identified as a Commission Identified Issuer following the filing of this annual report.The dual listing in Hong Kong lowers the risk of losing money must a delisting ever were to happen. Your shares could be converted into Hong Kong listed shares or you can re-buy your shares at the Hong Kong exchange yourself for a similar price, because the dual listing trades around the same price on the New York and Hong Kong exchange.TakeawayFew understand that the COVID-19 era has only recently ended in China, but more and more signs come in that China is ready to bounce back. The drop in Alibaba's share price was not completely risk driven and also partly justified in the drop of profitability and free cash flow after the incredible years of 2020 and 2021. The free cash flow generation is back on trend and is likely to go higher. Investors are known to exaggerate risks in a downtrend and Alibaba is no exception at all. Once the price recovers, supported by business performance and share buybacks, the risks we heard so loudly in 2021 and 2022 will play on the background.Data by YChartsI rate Alibaba Group Holding Limited stock a \"Strong Buy\" around $100 a share. The company is fundamentally exceptional and undervalued compared to the closest peers. The management is shareholder friendly with strong support of share repurchases. Furthermore, Alibaba's restructuring is likely to lead to more focus, efficiencies and profitability in all the different segments. China is easing up regulatory moves on businesses, has cut interest rates and is expected to boost the economy with another stimulus. Positive momentum is building up, which seems to me like a great opportunity to start a position in one of China's best businesses out there.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196578906755080,"gmtCreate":1689033731687,"gmtModify":1689033736021,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Speculative af","listText":"Speculative af","text":"Speculative af","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196578906755080","repostId":"2350156691","repostType":4,"repost":{"id":"2350156691","pubTimestamp":1689032318,"share":"https://www.laohu8.com/m/news/2350156691?lang=&edition=full","pubTime":"2023-07-11 07:38","market":"us","language":"en","title":"7 EV Stocks to Make Your \"Get Rich\" Dreams Come True","url":"https://stock-news.laohu8.com/highlight/detail?id=2350156691","media":"InvestorPlace","summary":"The electric vehicle boom is accelerating – with no signs of slowing down. So, it just makes sense to look at how to get rich with EV stocks.","content":"<html><head></head><body><ul><li><p><strong>Lithium Americas </strong>(<strong>LAC</strong>): The company is working with <strong>General Motors</strong> (<strong><u>GM</u></strong>) at Thacker Pass.</p></li><li><p><strong>Tesla </strong>(<strong>TSLA</strong>): With improving fundamentals, TSLA could race to higher highs.</p></li><li><p><strong>BYD Co. </strong>(<strong>BYDDF</strong>): BYD is launching a new electric SUV, as direct competition to Tesla’s Model Y.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5f5b5107f11359111dc50a7b96e29f4\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: shutterstock.com/JLStock</p><p>The electric vehicle boom is accelerating – with no signs of slowing down. In fact, thanks to a strong Federal push for decarbonization, EVs already make up 10% of the nation’s total light-duty vehicle market, says American City and County. So, looking at how to get rich with EV stocks makes sense.</p><p>President Biden wants that number closer to 50% by 2030, which could result in 30 to 42 million EVs on U.S. roads alone. Even automakers are seeing big demand. <strong>Ford Motor</strong> (NYSE:<strong>F</strong>), for example, just said sales for its Mustang Mach-E are up 110% year over year.</p><p>Not only is that creating big opportunities for EV makers like <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>), but it’s also creating opportunities for lithium and infrastructure. For example, according to the National Renewable Energy Laboratory, we’ll need about $23 billion worth of public charging infrastructure built.</p><p>Until demand starts to weaken, some of the best ways to get rich with EV stocks include:</p><h2 id=\"id_1167404407\">Get Rich with EV Stocks: Lithium Americas (LAC)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63fb3673f6b103ba4d2ed09f00c1c163\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Wirestock Creators / Shutterstock.com</p><p>One of my favorite ways to trade the EV boom is with lithium stocks, like <strong>Lithium Americas</strong> (NYSE:<strong>LAC</strong>). For one, most EVs are highly dependent on lithium supply. Two, lithium supplies can’t keep up with demand. Three, Lithium Americas is working on the Thacker Pass lithium mine in Nevada, along with <strong>General Motors </strong>(NYSE:<strong>GM</strong>). Even better, Thacker Pass is the largest lithium deposit in the U.S. and the world’s second-largest. In short, there’s a good deal of opportunity. We also have to consider that once the mine is brought online, it could bring in incredible streams of revenue for LAC.</p><p>We also have to remember the company is splitting in two. Lithium Argentina will focus on the Caucharí-Olaroz, Pastos Grandes project, and Sal de la Puna. Lithium Americas will focus on its Thacker Pass lithium project in Nevada.</p><h2 id=\"id_595203932\">Get Rich with EV Stocks: Tesla (TSLA)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/423fc8d528bcfbe46f2701d5c027d804\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Rokas Tenys / Shutterstock.com</p><p>Or, look at Tesla. After crashing from about $325 to about $100, the stock raced back to $276.54. From here, I’d like to see it retest for $325 again shortly. Even analysts at RBC Capital just raised their price target to $305 from $212. KGI Securities raised its price target to $335. Citi raised its price target to $215 from $175.</p><p>Helping, the company just announced charging station partnerships with General Motors and Ford Motor. And there’s also hope TSLA can benefit from the Inflation Reduction Act, which allows some customers to claim up to $7,500 in credits when buying Tesla models. One more thing – At the moment, EVs account for 14% of all auto sales. As that number climbs, TSLA could multiply in size.</p><h2 id=\"id_1017982644\">Get Rich with EV Stocks: BYD Co. (BYDDF)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6eea21f9dc48c2aff9a13e2287e28b04\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: J. Lekavicius / Shutterstock.com</p><p>Another one of the top electric vehicle stocks to buy is <strong>BYD Co. </strong>(OTCMKTS:BYDDF). The company just posted a 411% jump in first-quarter profits year over year. In the quarter, the company’s net profit soared to 4.13 billion yuan, or about $600 million, from 808 million yuan a year earlier. Sales were up about 80% to 120.2 billion yuan from 66.8 billion yuan. All as Chinese consumers raced to buy electric vehicles. Even better, the company is looking to expand in overseas markets as well.</p><p>Even better, BYD is launching a new electric SUV, as direct competition to Tesla’s Model Y. Set for deliveries in the next few weeks, “BYD’s Denza brand said Monday evening it received more than 20,000 pre-orders for its N7 all-electric SUV and announced a price range of 301,800 yuan to 379,800 yuan ($41,680 to $52,452),” says CNBC.</p><h2 id=\"id_2753527158\">Solid Power (SLDP)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72d69604c608a6730dbe9b8d50d8091e\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: T. Schneider / Shutterstock.com</p><p>Its chart may be ugly but don’t write off <strong>Solid Power</strong> (NASDAQ:SLDP). For one, analysts at Needham just reinstated its buy rating with a $5 price target. In addition, the firm added that SLDP is a “well-funded call option.”</p><p>Solid Power is also working to expand its relationship with <strong>BMW</strong> (OTCMKTS:BMWYY) through a joint development agreement. That agreement helped the company see $3.8 million in revenue in the first quarter of 2023, up $1.6 million year-over-year. Plus, the company has two key milestones this year. Investors expect the company to report an improvement in key cell performance metrics. It also is expected to deliver EV cells to its partners by late 2023.</p><p>Plus, BYD just beat Tesla in China again. For June, the company sold 251,685 electrified vehicles, which means it sold more than 700,000 EVs in the second quarter. That’s about 100% growth year over year. Better,</p><p>Even better, <strong>Toyota</strong> (NYSE:<strong>TM</strong>) just said it sees solid-state batteries as a power source for future EVs, which is a sizable catalyst for battery stocks like SLDP. As noted by Reuters, “Toyota will introduce high-performance, solid-state batteries, and other technologies to improve the driving range and cut costs of future electric vehicles (EVs).”</p><h2 id=\"id_3090591808\">ChargePoint (CHPT)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a070198e2b665b5b9db97c2f2380138a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: JL IMAGES / Shutterstock.com</p><p>Just as there is no EV revolution without lithium, there is no mass adoption of electric vehicles without robust networks of charging stations. This makes <strong>ChargePoint </strong>(NYSE:CHPT) another one of the top EV stocks to buy.</p><p>Governments around the world are racing to build out EV charging infrastructure. In the United States, the Biden Administration aims to have 500,000 EV chargers across the country by 2030. To that end, the Infrastructure Investment and Jobs Act, enacted in November 2021, earmarked $7.5 billion to accomplish this goal.</p><p>Helping, Stifel analyst Stephen Gengaro says CHPT is a stock that investors should seriously consider, saying it’s his “favorite EV charging name,” as noted by TipRanks.com.</p><p>Also, with a buy rating and a $17 price target, he added, “We reiterate our belief that CHPT is well positioned to capitalize on the expected robust growth in EV sales and charger demand over the next several years. We expect the company to deliver solid revenue growth in 2023-25+, and appears on target to deliver positive FCF by the end of calendar 2024.”</p><p>Helping, the company is adopting Tesla’s North American Standard (NACS) connectors for new orders and installations for its customers.</p><h2 id=\"id_1413132943\">KraneShares Electric Vehicles and Future Mobility ETF (KARS)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7bac95cf55d44b132d40dee927c50cf\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: shutterstock.com/Dmytro_Yushchenko</p><p>No list of hot EV ideas is complete with ETFs. Not only do they allow for strong diversification, but they’re also often inexpensive. Look at the <strong>Krane Shares Electric Vehicles and Future Mobility ETF</strong> (NYSEARCA:<strong>KARS</strong>), for example. With an expense ratio of 0.70%, this ETF provides exposure to companies involved in the production of EVs and their components.</p><p>It’s also benchmarked to the Bloomberg Electric Vehicles Index, which includes stocks involved with electric vehicle production, autonomous driving, shared mobility, lithium and/or copper production, lithium-ion/lead acid batteries, hydrogen fuel cell manufacturing, and electric infrastructure businesses, according to KraneShares.com. Some of its top holdings include <strong>Albemarle</strong> (NYSE:<strong>ALB</strong>), BYD Co., Tesla, <strong>Panasonic </strong>(OTCMKTS:<strong>PCRFY</strong>), and <strong>Lucid Group</strong> (NASDAQ:<strong>LCID</strong>).</p><p>Since the start of the year, the KARS ETF ran from about $28 to $31.50. From here, I’d eventually like to see the ETF run back to $39.</p><h2 id=\"id_3494825079\"><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Autonomous &amp; Electric Vehicles ETF (DRIV)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea76038bb272f8be73522414a6ece8c5\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Olivier Le Moal/Shutterstock</p><p>Or look at the <strong>Global X Autonomous &amp; Electric Vehicles ETF</strong> (NASDAQ:<strong>DRIV</strong>), for example. With an expense ratio of 0.68%, the ETF invests in companies involved with autonomous vehicles and technology, EVs, as well as EV components and materials, including lithium and cobalt.</p><p>Better, according to Global X ETFs, “While global EV registrations increased by an estimated 52% in 2022, EVs were still less than 12% of new cars sold, highlighting substantial room for further adoption.” Since the start of the year, the DRIV ETF exploded from about $19.75 to $25.71. From here, I’d like to see it closer to $32 a share.</p></body></html>","source":"investorplace_stock_picks","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>7 EV Stocks to Make Your \"Get Rich\" Dreams Come True</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\">\n7 EV Stocks to Make Your \"Get Rich\" Dreams Come True\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/7-ev-stocks-to-make-your-get-rich-dreams-come-true/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lithium Americas (LAC): The company is working with General Motors (GM) at Thacker Pass.Tesla (TSLA): With improving fundamentals, TSLA could race to higher highs.BYD Co. (BYDDF): BYD is launching a ...</p>\n\n<a href=\"https://investorplace.com/2023/07/7-ev-stocks-to-make-your-get-rich-dreams-come-true/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALB":"美国雅保","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","QID":"纳指两倍做空ETF","BK7507":"资源股","GM":"通用汽车","F":"福特汽车","BK1511":"疑似财技股","TQQQ":"纳指三倍做多ETF","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","DRIV.AU":"BetaShares Electric Vhcl & Fut Mblty ETF","03160":"华夏日股对冲","BK4168":"多种金属与采矿","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","PSQ":"纳指反向ETF","TSLA":"特斯拉","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","PLS.AU":"PILBARA MINERALS LTD","SLDP":"Solid Power, Inc","KARS":"KraneShares Electric Vehicles and Future Mobility Index ETF","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TM":"丰田汽车","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","QQQ":"纳指100ETF","LU0823411888.USD":"法巴消费创新基金 Cap","DRIV":"Global X Autonomous & Electric Vehicles ETF","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LAC":"Lithium Americas Corp.","08100":"智易控股","CHPT":"ChargePoint Holdings Inc.","BK4527":"明星科技股","BK7504":"锂钴概念","BK4542":"充电桩","BK4588":"碎股","BK4545":"锂电池","BK4574":"无人驾驶","LU0823414478.USD":"法巴经典能源转换基金","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LCID":"Lucid Group Inc","BK4561":"索罗斯持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓"},"source_url":"https://investorplace.com/2023/07/7-ev-stocks-to-make-your-get-rich-dreams-come-true/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350156691","content_text":"Lithium Americas (LAC): The company is working with General Motors (GM) at Thacker Pass.Tesla (TSLA): With improving fundamentals, TSLA could race to higher highs.BYD Co. (BYDDF): BYD is launching a new electric SUV, as direct competition to Tesla’s Model Y.Source: shutterstock.com/JLStockThe electric vehicle boom is accelerating – with no signs of slowing down. In fact, thanks to a strong Federal push for decarbonization, EVs already make up 10% of the nation’s total light-duty vehicle market, says American City and County. So, looking at how to get rich with EV stocks makes sense.President Biden wants that number closer to 50% by 2030, which could result in 30 to 42 million EVs on U.S. roads alone. Even automakers are seeing big demand. Ford Motor (NYSE:F), for example, just said sales for its Mustang Mach-E are up 110% year over year.Not only is that creating big opportunities for EV makers like Tesla (NASDAQ:TSLA), but it’s also creating opportunities for lithium and infrastructure. For example, according to the National Renewable Energy Laboratory, we’ll need about $23 billion worth of public charging infrastructure built.Until demand starts to weaken, some of the best ways to get rich with EV stocks include:Get Rich with EV Stocks: Lithium Americas (LAC)Source: Wirestock Creators / Shutterstock.comOne of my favorite ways to trade the EV boom is with lithium stocks, like Lithium Americas (NYSE:LAC). For one, most EVs are highly dependent on lithium supply. Two, lithium supplies can’t keep up with demand. Three, Lithium Americas is working on the Thacker Pass lithium mine in Nevada, along with General Motors (NYSE:GM). Even better, Thacker Pass is the largest lithium deposit in the U.S. and the world’s second-largest. In short, there’s a good deal of opportunity. We also have to consider that once the mine is brought online, it could bring in incredible streams of revenue for LAC.We also have to remember the company is splitting in two. Lithium Argentina will focus on the Caucharí-Olaroz, Pastos Grandes project, and Sal de la Puna. Lithium Americas will focus on its Thacker Pass lithium project in Nevada.Get Rich with EV Stocks: Tesla (TSLA)Source: Rokas Tenys / Shutterstock.comOr, look at Tesla. After crashing from about $325 to about $100, the stock raced back to $276.54. From here, I’d like to see it retest for $325 again shortly. Even analysts at RBC Capital just raised their price target to $305 from $212. KGI Securities raised its price target to $335. Citi raised its price target to $215 from $175.Helping, the company just announced charging station partnerships with General Motors and Ford Motor. And there’s also hope TSLA can benefit from the Inflation Reduction Act, which allows some customers to claim up to $7,500 in credits when buying Tesla models. One more thing – At the moment, EVs account for 14% of all auto sales. As that number climbs, TSLA could multiply in size.Get Rich with EV Stocks: BYD Co. (BYDDF)Source: J. Lekavicius / Shutterstock.comAnother one of the top electric vehicle stocks to buy is BYD Co. (OTCMKTS:BYDDF). The company just posted a 411% jump in first-quarter profits year over year. In the quarter, the company’s net profit soared to 4.13 billion yuan, or about $600 million, from 808 million yuan a year earlier. Sales were up about 80% to 120.2 billion yuan from 66.8 billion yuan. All as Chinese consumers raced to buy electric vehicles. Even better, the company is looking to expand in overseas markets as well.Even better, BYD is launching a new electric SUV, as direct competition to Tesla’s Model Y. Set for deliveries in the next few weeks, “BYD’s Denza brand said Monday evening it received more than 20,000 pre-orders for its N7 all-electric SUV and announced a price range of 301,800 yuan to 379,800 yuan ($41,680 to $52,452),” says CNBC.Solid Power (SLDP)Source: T. Schneider / Shutterstock.comIts chart may be ugly but don’t write off Solid Power (NASDAQ:SLDP). For one, analysts at Needham just reinstated its buy rating with a $5 price target. In addition, the firm added that SLDP is a “well-funded call option.”Solid Power is also working to expand its relationship with BMW (OTCMKTS:BMWYY) through a joint development agreement. That agreement helped the company see $3.8 million in revenue in the first quarter of 2023, up $1.6 million year-over-year. Plus, the company has two key milestones this year. Investors expect the company to report an improvement in key cell performance metrics. It also is expected to deliver EV cells to its partners by late 2023.Plus, BYD just beat Tesla in China again. For June, the company sold 251,685 electrified vehicles, which means it sold more than 700,000 EVs in the second quarter. That’s about 100% growth year over year. Better,Even better, Toyota (NYSE:TM) just said it sees solid-state batteries as a power source for future EVs, which is a sizable catalyst for battery stocks like SLDP. As noted by Reuters, “Toyota will introduce high-performance, solid-state batteries, and other technologies to improve the driving range and cut costs of future electric vehicles (EVs).”ChargePoint (CHPT)Source: JL IMAGES / Shutterstock.comJust as there is no EV revolution without lithium, there is no mass adoption of electric vehicles without robust networks of charging stations. This makes ChargePoint (NYSE:CHPT) another one of the top EV stocks to buy.Governments around the world are racing to build out EV charging infrastructure. In the United States, the Biden Administration aims to have 500,000 EV chargers across the country by 2030. To that end, the Infrastructure Investment and Jobs Act, enacted in November 2021, earmarked $7.5 billion to accomplish this goal.Helping, Stifel analyst Stephen Gengaro says CHPT is a stock that investors should seriously consider, saying it’s his “favorite EV charging name,” as noted by TipRanks.com.Also, with a buy rating and a $17 price target, he added, “We reiterate our belief that CHPT is well positioned to capitalize on the expected robust growth in EV sales and charger demand over the next several years. We expect the company to deliver solid revenue growth in 2023-25+, and appears on target to deliver positive FCF by the end of calendar 2024.”Helping, the company is adopting Tesla’s North American Standard (NACS) connectors for new orders and installations for its customers.KraneShares Electric Vehicles and Future Mobility ETF (KARS)Source: shutterstock.com/Dmytro_YushchenkoNo list of hot EV ideas is complete with ETFs. Not only do they allow for strong diversification, but they’re also often inexpensive. Look at the Krane Shares Electric Vehicles and Future Mobility ETF (NYSEARCA:KARS), for example. With an expense ratio of 0.70%, this ETF provides exposure to companies involved in the production of EVs and their components.It’s also benchmarked to the Bloomberg Electric Vehicles Index, which includes stocks involved with electric vehicle production, autonomous driving, shared mobility, lithium and/or copper production, lithium-ion/lead acid batteries, hydrogen fuel cell manufacturing, and electric infrastructure businesses, according to KraneShares.com. Some of its top holdings include Albemarle (NYSE:ALB), BYD Co., Tesla, Panasonic (OTCMKTS:PCRFY), and Lucid Group (NASDAQ:LCID).Since the start of the year, the KARS ETF ran from about $28 to $31.50. From here, I’d eventually like to see the ETF run back to $39.Global X Autonomous & Electric Vehicles ETF (DRIV)Source: Olivier Le Moal/ShutterstockOr look at the Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV), for example. With an expense ratio of 0.68%, the ETF invests in companies involved with autonomous vehicles and technology, EVs, as well as EV components and materials, including lithium and cobalt.Better, according to Global X ETFs, “While global EV registrations increased by an estimated 52% in 2022, EVs were still less than 12% of new cars sold, highlighting substantial room for further adoption.” Since the start of the year, the DRIV ETF exploded from about $19.75 to $25.71. From here, I’d like to see it closer to $32 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189396607746224,"gmtCreate":1687265062310,"gmtModify":1687265066041,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"the past does not guarantee the future. drawing&nbsp;charts and all that is just one way to rationalise a person's belief. just keep DCA and you can end this article in one paragraph.","listText":"the past does not guarantee the future. drawing&nbsp;charts and all that is just one way to rationalise a person's belief. just keep DCA and you can end this article in one paragraph.","text":"the past does not guarantee the future. drawing charts and all that is just one way to rationalise a person's belief. just keep DCA and you can end this article in one paragraph.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189396607746224","repostId":"2344097477","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186889317113952,"gmtCreate":1686666550812,"gmtModify":1686666559415,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\"I remain concerned about how slowly inflation is making its way back to 2%,\" said Narayana Kocherlakota\" - seriously? Inflation just drop from 4.9 to 4%! Are these people seriously doing their job??&nbsp;&nbsp;","listText":"\"I remain concerned about how slowly inflation is making its way back to 2%,\" said Narayana Kocherlakota\" - seriously? Inflation just drop from 4.9 to 4%! Are these people seriously doing their job??&nbsp;&nbsp;","text":"\"I remain concerned about how slowly inflation is making its way back to 2%,\" said Narayana Kocherlakota\" - seriously? Inflation just drop from 4.9 to 4%! Are these people seriously doing their job??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186889317113952","repostId":"2343623330","repostType":4,"repost":{"id":"2343623330","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1686664486,"share":"https://www.laohu8.com/m/news/2343623330?lang=&edition=full","pubTime":"2023-06-13 21:54","market":"us","language":"en","title":"Fed-Rate Projections Could Rise to Underscore Inflation Anxieties","url":"https://stock-news.laohu8.com/highlight/detail?id=2343623330","media":"Dow Jones","summary":"By Nick TimiraosFederal Reserve officials' concerns about stubbornly high inflation could lead them ","content":"<html><head></head><body><p>By Nick Timiraos</p><p>Federal Reserve officials&#39; concerns about stubbornly high inflation could lead them to signal that they are prepared to lift interest rates again this year even if they hold them steady on Wednesday.</p><p>The Labor Department reported Tuesday that overall inflation slowed in May but underlying price pressures remained firm. The figures are likely to keep the Fed on track to forego a rate rise this week following 10 consecutive increases.</p><p>The consumer-price index rose 0.1% from April, lowering the 12-month change to 4%, from 4.9% in April. So-called core consumer prices, which excludes volatile food and energy categories, climbed 0.4% in May and by 5.3% from a year earlier, down from 5.5% in April.</p><p>Policy makers&#39; new quarterly economic projections, due to be released after their meeting on Wednesday, provide them one way to underscore that they are likely to raise rates more if the economy and inflation don&#39;t soon show signs of slowing. Fed Chair Jerome Powell will further explain officials&#39; thinking at a news conference Wednesday.</p><p>Their March projections showed most officials anticipated they would raise their benchmark federal-funds rate to its current level, between 5% and 5.25%, and hold it there through year&#39;s end so long as growth and inflation slowed. A significant minority thought the rate would need to rise higher, to around 5.5%.</p><p>Officials made those projections on March 22 amid heightened uncertainty from the failure of two midsize banks -- Silicon Valley Bank on March 10 and Signature Bank on March 12. A third ailing lender, First Republic Bank, failed a few weeks later.</p><p>Until March, Fed officials had lifted every quarter their estimates of how high they would have to raise rates. But in March, more officials concluded the potential for banks to tighten credit might have the same economic effect as a Fed rate increase. Most held steady their projection of the &#34;peak&#34; rate.</p><p>Since then, some Fed policy makers have said they are anxious the economy hasn&#39;t responded to rapid rate rises over the past year and want to keep nudging rates higher to ensure growth slows soon.</p><p>Others are more concerned that the Fed&#39;s past increases haven&#39;t been fully transmitted through the economy. The bank failures this spring served as an early example of how a lending pullback could unfold with little notice, especially because financial markets grew accustomed to historically low borrowing costs over the past decade.</p><p>The crosscurrents of economic resilience and the lagged effects of past rate increases underscore how, with short-term rates now at a 16-year high, nearly any rate strategy at this point carries more peril than earlier in the rate-increase process.</p><p>&#34;It&#39;s easier to make mistakes because it&#39;s harder to figure out what&#39;s happening to the economy in real-time,&#34; said former Fed governor Jeremy Stein. &#34;The risk that you make a monetary policy mistake has gone up.&#34;</p><p>After raising interest rates rapidly from very low levels last year, officials slowed their increases this year. They have raised the fed-funds rate by a quarter percentage point at each of three meetings so far this year, most recently in May.</p><p>Policy makers are expected to hold rates steady at their meeting this week, but investors in interest-rate futures markets anticipate another increase is likely at the Fed&#39;s subsequent gathering in July.</p><p>Signaling a rate &#34;skip&#34; -- the combination of holding rates steady in June while signaling a high likelihood of a rate rise in July -- could be tricky to explain to the public. &#34;If you were absolutely sure you were going to go ahead with an increase at the following meeting, then you should just go now,&#34; said William English, a former senior Fed economist who is a professor at Yale School of Management.</p><p>Forgoing an increase this week would allow officials to further slow their rate rises to assess the effects of their previous hikes and any fallout from banking industry stress.</p><p>When mapping out how much further and faster to raise rates, &#34;it calls for a different, somewhat more complicated kind of analysis -- surely more complicated than being dependent on the last inflation reading and the last job report,&#34; said former Fed governor Daniel Tarullo.</p><p>One challenge for officials is that economic activity has continued to outperform expectations. Low inventories of homes for sale, for example, have boosted sales of new homes and home prices in recent months.</p><p>But there hasn&#39;t been much time for Fed policy makers to assess to what degree, if any, banks&#39; rising funding costs are reducing lending. The economic effects of banking and other financial stresses are harder to model than traditional interest-rate increases.</p><p>&#34;We&#39;re well over 5% interest rates, effectively, once you add in the tightening that came from the banking side. You&#39;ve got loans becoming much scarcer. That should be slowing the economy down,&#34; said Stephen Cecchetti, an economist at Brandeis University.</p><p>Those who think the Fed should keep raising rates are more worried about high inflation becoming entrenched in public psychology. &#34;I remain concerned about how slowly inflation is making its way back to 2%,&#34; said Narayana Kocherlakota, who was president of the Minneapolis Fed from 2009 to 2015.</p><p>The experience with high inflation in the 1970s shows that once the public expects higher prices, the Fed has to force unemployment higher to bring down inflation. If the public thinks the Fed isn&#39;t willing to raise rates to reduce inflation that is more than double the central bank&#39;s 2% target because of concerns about the banking system, that could lead inflation expectations to rise, said Kocherlakota.</p><p>Kocherlakota faulted the Fed for &#34;continuing to sell the story that interest rates will not have to go significantly higher.&#34;</p><p>&#34;Will the Fed have to go to 7%? I hope not,&#34; said Kocherlakota, an economist at the University of Rochester. &#34;Is there a possibility they&#39;re going to have to go to 7%? Absolutely.&#34;</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>Fed-Rate Projections Could Rise to Underscore Inflation Anxieties</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\">\nFed-Rate Projections Could Rise to Underscore Inflation Anxieties\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-06-13 21:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Nick Timiraos</p><p>Federal Reserve officials&#39; concerns about stubbornly high inflation could lead them to signal that they are prepared to lift interest rates again this year even if they hold them steady on Wednesday.</p><p>The Labor Department reported Tuesday that overall inflation slowed in May but underlying price pressures remained firm. The figures are likely to keep the Fed on track to forego a rate rise this week following 10 consecutive increases.</p><p>The consumer-price index rose 0.1% from April, lowering the 12-month change to 4%, from 4.9% in April. So-called core consumer prices, which excludes volatile food and energy categories, climbed 0.4% in May and by 5.3% from a year earlier, down from 5.5% in April.</p><p>Policy makers&#39; new quarterly economic projections, due to be released after their meeting on Wednesday, provide them one way to underscore that they are likely to raise rates more if the economy and inflation don&#39;t soon show signs of slowing. Fed Chair Jerome Powell will further explain officials&#39; thinking at a news conference Wednesday.</p><p>Their March projections showed most officials anticipated they would raise their benchmark federal-funds rate to its current level, between 5% and 5.25%, and hold it there through year&#39;s end so long as growth and inflation slowed. A significant minority thought the rate would need to rise higher, to around 5.5%.</p><p>Officials made those projections on March 22 amid heightened uncertainty from the failure of two midsize banks -- Silicon Valley Bank on March 10 and Signature Bank on March 12. A third ailing lender, First Republic Bank, failed a few weeks later.</p><p>Until March, Fed officials had lifted every quarter their estimates of how high they would have to raise rates. But in March, more officials concluded the potential for banks to tighten credit might have the same economic effect as a Fed rate increase. Most held steady their projection of the &#34;peak&#34; rate.</p><p>Since then, some Fed policy makers have said they are anxious the economy hasn&#39;t responded to rapid rate rises over the past year and want to keep nudging rates higher to ensure growth slows soon.</p><p>Others are more concerned that the Fed&#39;s past increases haven&#39;t been fully transmitted through the economy. The bank failures this spring served as an early example of how a lending pullback could unfold with little notice, especially because financial markets grew accustomed to historically low borrowing costs over the past decade.</p><p>The crosscurrents of economic resilience and the lagged effects of past rate increases underscore how, with short-term rates now at a 16-year high, nearly any rate strategy at this point carries more peril than earlier in the rate-increase process.</p><p>&#34;It&#39;s easier to make mistakes because it&#39;s harder to figure out what&#39;s happening to the economy in real-time,&#34; said former Fed governor Jeremy Stein. &#34;The risk that you make a monetary policy mistake has gone up.&#34;</p><p>After raising interest rates rapidly from very low levels last year, officials slowed their increases this year. They have raised the fed-funds rate by a quarter percentage point at each of three meetings so far this year, most recently in May.</p><p>Policy makers are expected to hold rates steady at their meeting this week, but investors in interest-rate futures markets anticipate another increase is likely at the Fed&#39;s subsequent gathering in July.</p><p>Signaling a rate &#34;skip&#34; -- the combination of holding rates steady in June while signaling a high likelihood of a rate rise in July -- could be tricky to explain to the public. &#34;If you were absolutely sure you were going to go ahead with an increase at the following meeting, then you should just go now,&#34; said William English, a former senior Fed economist who is a professor at Yale School of Management.</p><p>Forgoing an increase this week would allow officials to further slow their rate rises to assess the effects of their previous hikes and any fallout from banking industry stress.</p><p>When mapping out how much further and faster to raise rates, &#34;it calls for a different, somewhat more complicated kind of analysis -- surely more complicated than being dependent on the last inflation reading and the last job report,&#34; said former Fed governor Daniel Tarullo.</p><p>One challenge for officials is that economic activity has continued to outperform expectations. Low inventories of homes for sale, for example, have boosted sales of new homes and home prices in recent months.</p><p>But there hasn&#39;t been much time for Fed policy makers to assess to what degree, if any, banks&#39; rising funding costs are reducing lending. The economic effects of banking and other financial stresses are harder to model than traditional interest-rate increases.</p><p>&#34;We&#39;re well over 5% interest rates, effectively, once you add in the tightening that came from the banking side. You&#39;ve got loans becoming much scarcer. That should be slowing the economy down,&#34; said Stephen Cecchetti, an economist at Brandeis University.</p><p>Those who think the Fed should keep raising rates are more worried about high inflation becoming entrenched in public psychology. &#34;I remain concerned about how slowly inflation is making its way back to 2%,&#34; said Narayana Kocherlakota, who was president of the Minneapolis Fed from 2009 to 2015.</p><p>The experience with high inflation in the 1970s shows that once the public expects higher prices, the Fed has to force unemployment higher to bring down inflation. If the public thinks the Fed isn&#39;t willing to raise rates to reduce inflation that is more than double the central bank&#39;s 2% target because of concerns about the banking system, that could lead inflation expectations to rise, said Kocherlakota.</p><p>Kocherlakota faulted the Fed for &#34;continuing to sell the story that interest rates will not have to go significantly higher.&#34;</p><p>&#34;Will the Fed have to go to 7%? I hope not,&#34; said Kocherlakota, an economist at the University of Rochester. &#34;Is there a possibility they&#39;re going to have to go to 7%? Absolutely.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2343623330","content_text":"By Nick TimiraosFederal Reserve officials' concerns about stubbornly high inflation could lead them to signal that they are prepared to lift interest rates again this year even if they hold them steady on Wednesday.The Labor Department reported Tuesday that overall inflation slowed in May but underlying price pressures remained firm. The figures are likely to keep the Fed on track to forego a rate rise this week following 10 consecutive increases.The consumer-price index rose 0.1% from April, lowering the 12-month change to 4%, from 4.9% in April. So-called core consumer prices, which excludes volatile food and energy categories, climbed 0.4% in May and by 5.3% from a year earlier, down from 5.5% in April.Policy makers' new quarterly economic projections, due to be released after their meeting on Wednesday, provide them one way to underscore that they are likely to raise rates more if the economy and inflation don't soon show signs of slowing. Fed Chair Jerome Powell will further explain officials' thinking at a news conference Wednesday.Their March projections showed most officials anticipated they would raise their benchmark federal-funds rate to its current level, between 5% and 5.25%, and hold it there through year's end so long as growth and inflation slowed. A significant minority thought the rate would need to rise higher, to around 5.5%.Officials made those projections on March 22 amid heightened uncertainty from the failure of two midsize banks -- Silicon Valley Bank on March 10 and Signature Bank on March 12. A third ailing lender, First Republic Bank, failed a few weeks later.Until March, Fed officials had lifted every quarter their estimates of how high they would have to raise rates. But in March, more officials concluded the potential for banks to tighten credit might have the same economic effect as a Fed rate increase. Most held steady their projection of the \"peak\" rate.Since then, some Fed policy makers have said they are anxious the economy hasn't responded to rapid rate rises over the past year and want to keep nudging rates higher to ensure growth slows soon.Others are more concerned that the Fed's past increases haven't been fully transmitted through the economy. The bank failures this spring served as an early example of how a lending pullback could unfold with little notice, especially because financial markets grew accustomed to historically low borrowing costs over the past decade.The crosscurrents of economic resilience and the lagged effects of past rate increases underscore how, with short-term rates now at a 16-year high, nearly any rate strategy at this point carries more peril than earlier in the rate-increase process.\"It's easier to make mistakes because it's harder to figure out what's happening to the economy in real-time,\" said former Fed governor Jeremy Stein. \"The risk that you make a monetary policy mistake has gone up.\"After raising interest rates rapidly from very low levels last year, officials slowed their increases this year. They have raised the fed-funds rate by a quarter percentage point at each of three meetings so far this year, most recently in May.Policy makers are expected to hold rates steady at their meeting this week, but investors in interest-rate futures markets anticipate another increase is likely at the Fed's subsequent gathering in July.Signaling a rate \"skip\" -- the combination of holding rates steady in June while signaling a high likelihood of a rate rise in July -- could be tricky to explain to the public. \"If you were absolutely sure you were going to go ahead with an increase at the following meeting, then you should just go now,\" said William English, a former senior Fed economist who is a professor at Yale School of Management.Forgoing an increase this week would allow officials to further slow their rate rises to assess the effects of their previous hikes and any fallout from banking industry stress.When mapping out how much further and faster to raise rates, \"it calls for a different, somewhat more complicated kind of analysis -- surely more complicated than being dependent on the last inflation reading and the last job report,\" said former Fed governor Daniel Tarullo.One challenge for officials is that economic activity has continued to outperform expectations. Low inventories of homes for sale, for example, have boosted sales of new homes and home prices in recent months.But there hasn't been much time for Fed policy makers to assess to what degree, if any, banks' rising funding costs are reducing lending. The economic effects of banking and other financial stresses are harder to model than traditional interest-rate increases.\"We're well over 5% interest rates, effectively, once you add in the tightening that came from the banking side. You've got loans becoming much scarcer. That should be slowing the economy down,\" said Stephen Cecchetti, an economist at Brandeis University.Those who think the Fed should keep raising rates are more worried about high inflation becoming entrenched in public psychology. \"I remain concerned about how slowly inflation is making its way back to 2%,\" said Narayana Kocherlakota, who was president of the Minneapolis Fed from 2009 to 2015.The experience with high inflation in the 1970s shows that once the public expects higher prices, the Fed has to force unemployment higher to bring down inflation. If the public thinks the Fed isn't willing to raise rates to reduce inflation that is more than double the central bank's 2% target because of concerns about the banking system, that could lead inflation expectations to rise, said Kocherlakota.Kocherlakota faulted the Fed for \"continuing to sell the story that interest rates will not have to go significantly higher.\"\"Will the Fed have to go to 7%? I hope not,\" said Kocherlakota, an economist at the University of Rochester. \"Is there a possibility they're going to have to go to 7%? Absolutely.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185627484070000,"gmtCreate":1686358676893,"gmtModify":1686358682092,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Every bull run also most hated in history. Go check news headline mr CIO. Lol","listText":"Every bull run also most hated in history. Go check news headline mr CIO. Lol","text":"Every bull run also most hated in history. Go check news headline mr CIO. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185627484070000","repostId":"2342536118","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185115677524112,"gmtCreate":1686233676774,"gmtModify":1686233680659,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good luck. its already 3 yrs. Keep holding","listText":"Good luck. its already 3 yrs. Keep holding","text":"Good luck. its already 3 yrs. Keep holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185115677524112","repostId":"2341351225","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184116252553360,"gmtCreate":1685974101642,"gmtModify":1685975071343,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;good luck losing money with this shit stock lol.&nbsp;","listText":"No&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;good luck losing money with this shit stock lol.&nbsp;","text":"No [LOL] [LOL] [LOL] good luck losing money with this shit stock lol.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184116252553360","repostId":"2341040026","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970932422,"gmtCreate":1683801198867,"gmtModify":1683801202868,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Because singapore stocks cui.&nbsp;","listText":"Because singapore stocks cui.&nbsp;","text":"Because singapore stocks cui.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970932422","repostId":"1175657449","repostType":4,"repost":{"id":"1175657449","pubTimestamp":1683798827,"share":"https://www.laohu8.com/m/news/1175657449?lang=&edition=full","pubTime":"2023-05-11 17:53","market":"sg","language":"en","title":"Singapore Stocks End Lower on Thursday Despite Wall Street Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1175657449","media":"The Business Times","summary":"Singapore stocks ended lower on Thursday (May 11), even as Wall Street stocks were largely up due to","content":"<div>\n<p>Singapore stocks ended lower on Thursday (May 11), even as Wall Street stocks were largely up due to softer inflation figures in the United States.The Straits Times Index (STI) fell 0.4 percent or ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/singapore-stocks-end-lower-thursday-despite-wall-street-gains\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","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>Singapore Stocks End Lower on Thursday Despite Wall Street Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks End Lower on Thursday Despite Wall Street Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-11 17:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/singapore-stocks-end-lower-thursday-despite-wall-street-gains><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore stocks ended lower on Thursday (May 11), even as Wall Street stocks were largely up due to softer inflation figures in the United States.The Straits Times Index (STI) fell 0.4 percent or ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/singapore-stocks-end-lower-thursday-despite-wall-street-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/companies-markets/singapore-stocks-end-lower-thursday-despite-wall-street-gains","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175657449","content_text":"Singapore stocks ended lower on Thursday (May 11), even as Wall Street stocks were largely up due to softer inflation figures in the United States.The Straits Times Index (STI) fell 0.4 percent or 12.74 points to 3,229.55. Losers outnumbered gainers 287 to 246, after 1.5 billion securities worth S$1 billion changed hands.Kelvin Wong, Asia-Pacific senior market analyst at Oanda, noted that the latest set of inflationary data in the US has raised the expectations of a pause in the Fed funds rate at 5 to 5.25 percent.The headline US consumer price index (CPI) has continued to slow down further, at a 4.9 percent year-on-year growth from 5 percent in March.But Wong noted that headline US CPI inflationary growth may make an uptick in the coming months, given that the current data on US sticky-price inflation growth is still elevated, and the heightened risk of an increase in global food prices.“We cannot rule out that too much optimism is being priced at this juncture in advocating for an interest rate-cutting Fed pivot in the second half of 2023,” he said.Regional indices were mixed at the close. The Hang Seng Index slipped 0.1 percent, the Kospi Composite Index fell 0.2 percent, and the FTSE Bursa Malaysia KLCI Index fell 0.04 percent. Meanwhile, the Nikkei 225 inched up 0.02 percent.In Singapore, the top gainer on the STI was Genting Singapore, which rose 1.8 percent or S$0.02 to S$1.12.The top decliner was Frasers Logistics and Commercial Trust, which fell 3 percent or S$0.04 to S$1.28.The trio of local banks ended lower on Thursday. DBS fell 1.7 percent or S$0.52 to S$31.10, OCBC lost 0.2 percent or S$0.02 to S$12.30, and UOB declined 0.5 percent or S$0.14 to S$27.98.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951303847,"gmtCreate":1673393300390,"gmtModify":1676538828913,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Market bottoming soon already. Standby to enter","listText":"Market bottoming soon already. Standby to enter","text":"Market bottoming soon already. Standby to enter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951303847","repostId":"2302011823","repostType":4,"repost":{"id":"2302011823","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":1673389877,"share":"https://www.laohu8.com/m/news/2302011823?lang=&edition=full","pubTime":"2023-01-11 06:31","market":"us","language":"en","title":"Wall St Ends Higher, Powell Comments Avoid Rate Policy","url":"https://stock-news.laohu8.com/highlight/detail?id=2302011823","media":"Reuters","summary":"* Investors await CPI data Thursday* U.S. earnings season begins this week* Jefferies shares rise af","content":"<html><head></head><body><p>* Investors await CPI data Thursday</p><p>* U.S. earnings season begins this week</p><p>* Jefferies shares rise after results</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 up 0.7%, Nasdaq up 1%</p><p><img src=\"https://static.tigerbbs.com/ac12ad36f9d0b618a059d887b4db841d\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Jan 10 (Reuters) - U.S. stocks ended solidly higher on Tuesday, led by a 1% gain in the Nasdaq, on relief that Federal Reserve Chair Jerome Powell refrained in a speech from commenting on rate policy.</p><p>In his first public appearance of the year, Powell said at a forum sponsored by the Swedish central bank that the Fed&#39;s independence is essential for it to battle inflation.</p><p>Recent comments by other Fed officials have supported the view that the central bank needs to remain aggressive in raising interest rates to control inflation. Fed Governor Michelle Bowman said on Tuesday the bank will have to raise interest rates further to combat high inflation.</p><p>&#34;Everybody hangs on every word from the Fed,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York. Powell &#34;didn&#39;t really say anything&#34; about policy, he added.</p><p>Investors anxiously awaited the U.S. consumer prices index report Thursday, which is expected to show some moderation in year-on-year prices in December.</p><p>Traders are betting on a 25-basis point rate hike at the Fed&#39;s upcoming policy meeting in February.</p><p>&#34;There are some indications that inflation is slowing significantly. What investors are really looking for is a gap down in major inflation data that could probably get the Fed&#39;s attention,&#34; Ghriskey said.</p><p>Amazon.com Inc. shares rose 2.9% and gave the Nasdaq and S&amp;P 500 their biggest boosts.</p><p>The Dow Jones Industrial Average rose 186.45 points, or 0.56%, to 33,704.1; the S&amp;P 500 gained 27.16 points, or 0.70%, at 3,919.25; and the Nasdaq Composite added 106.98 points, or 1.01%, at 10,742.63.</p><p>Shares of Microsoft Corp rose 0.8%, a day after Semafor, citing people familiar with the matter, reported that the tech company was in talks to invest $10 billion in ChatGPT-owner OpenAI.</p><p>Communications services was the day&#39;s best-performing sector, while energy rose along with oil prices.</p><p>This week marks the start of the fourth-quarter earnings season for S&amp;P 500 companies, with results from several of Wall Street&#39;s biggest banks due later this week.</p><p>Shares of investment bank Jefferies Financial Group rose 3.8% on Tuesday, a day after it posted its second-best year for investment banking revenue. It also reported a 52.5% slump in fourth-quarter profit.</p><p>Analysts expect overall S&amp;P 500 earnings to have declined 2.2% in the fourth quarter from a year ago, according to IBES data from Refinitiv, as worries about rising rates and the economy mounted.</p><p>Some investors are hoping for signs that the Fed may soon take a break after raising the federal funds rate seven times in 2022.</p><p>The World Bank on Tuesday slashed its 2023 growth forecasts on Tuesday to levels teetering on the brink of recession for many countries as the impact of central bank rate hikes intensifies.</p><p>Volume on U.S. exchanges was 10.02 billion shares, compared with the 10.91 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 2.33-to-1 ratio; on Nasdaq, a 2.45-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted four new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 30 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Ends Higher, Powell Comments Avoid Rate Policy</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 St Ends Higher, Powell Comments Avoid Rate Policy\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\">2023-01-11 06:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Investors await CPI data Thursday</p><p>* U.S. earnings season begins this week</p><p>* Jefferies shares rise after results</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 up 0.7%, Nasdaq up 1%</p><p><img src=\"https://static.tigerbbs.com/ac12ad36f9d0b618a059d887b4db841d\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Jan 10 (Reuters) - U.S. stocks ended solidly higher on Tuesday, led by a 1% gain in the Nasdaq, on relief that Federal Reserve Chair Jerome Powell refrained in a speech from commenting on rate policy.</p><p>In his first public appearance of the year, Powell said at a forum sponsored by the Swedish central bank that the Fed&#39;s independence is essential for it to battle inflation.</p><p>Recent comments by other Fed officials have supported the view that the central bank needs to remain aggressive in raising interest rates to control inflation. Fed Governor Michelle Bowman said on Tuesday the bank will have to raise interest rates further to combat high inflation.</p><p>&#34;Everybody hangs on every word from the Fed,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York. Powell &#34;didn&#39;t really say anything&#34; about policy, he added.</p><p>Investors anxiously awaited the U.S. consumer prices index report Thursday, which is expected to show some moderation in year-on-year prices in December.</p><p>Traders are betting on a 25-basis point rate hike at the Fed&#39;s upcoming policy meeting in February.</p><p>&#34;There are some indications that inflation is slowing significantly. What investors are really looking for is a gap down in major inflation data that could probably get the Fed&#39;s attention,&#34; Ghriskey said.</p><p>Amazon.com Inc. shares rose 2.9% and gave the Nasdaq and S&amp;P 500 their biggest boosts.</p><p>The Dow Jones Industrial Average rose 186.45 points, or 0.56%, to 33,704.1; the S&amp;P 500 gained 27.16 points, or 0.70%, at 3,919.25; and the Nasdaq Composite added 106.98 points, or 1.01%, at 10,742.63.</p><p>Shares of Microsoft Corp rose 0.8%, a day after Semafor, citing people familiar with the matter, reported that the tech company was in talks to invest $10 billion in ChatGPT-owner OpenAI.</p><p>Communications services was the day&#39;s best-performing sector, while energy rose along with oil prices.</p><p>This week marks the start of the fourth-quarter earnings season for S&amp;P 500 companies, with results from several of Wall Street&#39;s biggest banks due later this week.</p><p>Shares of investment bank Jefferies Financial Group rose 3.8% on Tuesday, a day after it posted its second-best year for investment banking revenue. It also reported a 52.5% slump in fourth-quarter profit.</p><p>Analysts expect overall S&amp;P 500 earnings to have declined 2.2% in the fourth quarter from a year ago, according to IBES data from Refinitiv, as worries about rising rates and the economy mounted.</p><p>Some investors are hoping for signs that the Fed may soon take a break after raising the federal funds rate seven times in 2022.</p><p>The World Bank on Tuesday slashed its 2023 growth forecasts on Tuesday to levels teetering on the brink of recession for many countries as the impact of central bank rate hikes intensifies.</p><p>Volume on U.S. exchanges was 10.02 billion shares, compared with the 10.91 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 2.33-to-1 ratio; on Nasdaq, a 2.45-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted four new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 30 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JEF":"杰富瑞","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","AMZN":"亚马逊","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0528227936.USD":"富达环球人口趋势基金A-ACC",".DJI":"道琼斯","BK4554":"元宇宙及AR概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC",".IXIC":"NASDAQ Composite","BK4581":"高盛持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H",".SPX":"S&P 500 Index","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4524":"宅经济概念","BK4535":"淡马锡持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4577":"网络游戏","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","MSFT":"微软","BK4561":"索罗斯持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4096":"电气部件与设备"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302011823","content_text":"* Investors await CPI data Thursday* U.S. earnings season begins this week* Jefferies shares rise after results* Indexes: Dow up 0.6%, S&P 500 up 0.7%, Nasdaq up 1%NEW YORK, Jan 10 (Reuters) - U.S. stocks ended solidly higher on Tuesday, led by a 1% gain in the Nasdaq, on relief that Federal Reserve Chair Jerome Powell refrained in a speech from commenting on rate policy.In his first public appearance of the year, Powell said at a forum sponsored by the Swedish central bank that the Fed's independence is essential for it to battle inflation.Recent comments by other Fed officials have supported the view that the central bank needs to remain aggressive in raising interest rates to control inflation. Fed Governor Michelle Bowman said on Tuesday the bank will have to raise interest rates further to combat high inflation.\"Everybody hangs on every word from the Fed,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York. Powell \"didn't really say anything\" about policy, he added.Investors anxiously awaited the U.S. consumer prices index report Thursday, which is expected to show some moderation in year-on-year prices in December.Traders are betting on a 25-basis point rate hike at the Fed's upcoming policy meeting in February.\"There are some indications that inflation is slowing significantly. What investors are really looking for is a gap down in major inflation data that could probably get the Fed's attention,\" Ghriskey said.Amazon.com Inc. shares rose 2.9% and gave the Nasdaq and S&P 500 their biggest boosts.The Dow Jones Industrial Average rose 186.45 points, or 0.56%, to 33,704.1; the S&P 500 gained 27.16 points, or 0.70%, at 3,919.25; and the Nasdaq Composite added 106.98 points, or 1.01%, at 10,742.63.Shares of Microsoft Corp rose 0.8%, a day after Semafor, citing people familiar with the matter, reported that the tech company was in talks to invest $10 billion in ChatGPT-owner OpenAI.Communications services was the day's best-performing sector, while energy rose along with oil prices.This week marks the start of the fourth-quarter earnings season for S&P 500 companies, with results from several of Wall Street's biggest banks due later this week.Shares of investment bank Jefferies Financial Group rose 3.8% on Tuesday, a day after it posted its second-best year for investment banking revenue. It also reported a 52.5% slump in fourth-quarter profit.Analysts expect overall S&P 500 earnings to have declined 2.2% in the fourth quarter from a year ago, according to IBES data from Refinitiv, as worries about rising rates and the economy mounted.Some investors are hoping for signs that the Fed may soon take a break after raising the federal funds rate seven times in 2022.The World Bank on Tuesday slashed its 2023 growth forecasts on Tuesday to levels teetering on the brink of recession for many countries as the impact of central bank rate hikes intensifies.Volume on U.S. exchanges was 10.02 billion shares, compared with the 10.91 billion average for the full session over the last 20 trading days.Advancing issues outnumbered decliners on the NYSE by a 2.33-to-1 ratio; on Nasdaq, a 2.45-to-1 ratio favored advancers.The S&P 500 posted four new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 30 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980128456,"gmtCreate":1665679955576,"gmtModify":1676537648316,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wait, thats all? When the market crashes you have so much to write and when it goes up these are what we see?","listText":"Wait, thats all? When the market crashes you have so much to write and when it goes up these are what we see?","text":"Wait, thats all? When the market crashes you have so much to write and when it goes up these are what we see?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980128456","repostId":"1173988719","repostType":4,"repost":{"id":"1173988719","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":1665674487,"share":"https://www.laohu8.com/m/news/1173988719?lang=&edition=full","pubTime":"2022-10-13 23:21","market":"us","language":"en","title":"U.S. Stocks Trimmed Their Losses and Turned up in Morning Trading; Dow Jones Surged 0.85%, S&P 500 Jumped 0.67% While Nasdaq Rose 0.36%","url":"https://stock-news.laohu8.com/highlight/detail?id=1173988719","media":"Tiger Newspress","summary":"U.S. stocks trimmed their losses and turned up in morning trading; Dow Jones surged 0.85%, S&P 500 j","content":"<html><head></head><body><p>U.S. stocks trimmed their losses and turned up in morning trading; Dow Jones surged 0.85%, S&amp;P 500 jumped 0.67% while Nasdaq rose 0.36%.<img src=\"https://static.tigerbbs.com/96469c8f166f6b51d8b423d11a301bd8\" tg-width=\"629\" tg-height=\"130\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Trimmed Their Losses and Turned up in Morning Trading; Dow Jones Surged 0.85%, S&P 500 Jumped 0.67% While Nasdaq Rose 0.36%</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; 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Your welcome","listText":"never trust what jp morgan says. Your welcome","text":"never trust what jp morgan says. Your welcome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917613160","repostId":"1163331801","repostType":4,"repost":{"id":"1163331801","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":1665495165,"share":"https://www.laohu8.com/m/news/1163331801?lang=&edition=full","pubTime":"2022-10-11 21:32","market":"us","language":"en","title":"U.S. Stocks Fall As Investors Look Ahead to Key Inflation Data, Earnings Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1163331801","media":"Tiger Newspress","summary":"U.S. stocks fell Tuesday after the Nasdaq Composite closed at its lowest in two years during the reg","content":"<html><head></head><body><p>U.S. stocks fell Tuesday after the Nasdaq Composite closed at its lowest in two years during the regular session as investors looked ahead to key inflation data and the start of earnings season.</p><p>The Dow Jones Industrial Average fell 66 points, or 0.23%, rebounding from a slump that took the index down about 200 points in premarket trading. The S&amp;P 500 declined 0.48% while the Nasdaq Composite slipped 0.52%.</p><p>Stocks closed lower Monday, with the Nasdaq Composite falling 1% following a drop in semiconductor stocks. The Dow Jones Industrial Average shed nearly 94 points, or 0.3%, while the S&amp;P 500 declined about 0.8%.</p><p>Bond prices also fell. The yield on the U.S. 10-year Treasury rose about five basis points to 3.937% after nearing the key 4% level overnight. Bond yields are inverse to prices, and a basis point is one hundredth of one percent.</p><p>The moves came as investors weighed comments from JPMorgan CEO Jamie Dimon, who warned that the U.S. would likely fall into a recession over the next “six to nine months,” and said the S&amp;P 500 could fall another 20% depending on whether the Federal Reserve engineers a soft or a hard landing for the economy.</p><p>Those remarks came at the start of a big week for third quarter bank earnings, and ahead of Wednesday’s producer price report, Thursday’s consumer price index report for September and Friday’s retail sales numbers, also for last month.</p><p>Investor reaction is focused solely on how the Federal Reserve will react to the economy as it works to dampen inflation.</p><p>“This is an awful stock market environment that is grappling with a weakening economy, uncertainty over earnings and how long the Fed’s tightening will last, and sentiment issues with an extremely risk averse investor psychology,” said David Bahnsen, chief investment officer of The Bahnsen Group, in a Tuesday note.</p><p>“We believe the Fed will raise interest rates one or two more times until the Fed funds rate reaches 4% and then take a pause, at which point the Fed will assess the damage done,” he added.</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>U.S. Stocks Fall As Investors Look Ahead to Key Inflation Data, Earnings Reports</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\">\nU.S. Stocks Fall As Investors Look Ahead to Key Inflation Data, Earnings Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-11 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks fell Tuesday after the Nasdaq Composite closed at its lowest in two years during the regular session as investors looked ahead to key inflation data and the start of earnings season.</p><p>The Dow Jones Industrial Average fell 66 points, or 0.23%, rebounding from a slump that took the index down about 200 points in premarket trading. The S&amp;P 500 declined 0.48% while the Nasdaq Composite slipped 0.52%.</p><p>Stocks closed lower Monday, with the Nasdaq Composite falling 1% following a drop in semiconductor stocks. The Dow Jones Industrial Average shed nearly 94 points, or 0.3%, while the S&amp;P 500 declined about 0.8%.</p><p>Bond prices also fell. The yield on the U.S. 10-year Treasury rose about five basis points to 3.937% after nearing the key 4% level overnight. Bond yields are inverse to prices, and a basis point is one hundredth of one percent.</p><p>The moves came as investors weighed comments from JPMorgan CEO Jamie Dimon, who warned that the U.S. would likely fall into a recession over the next “six to nine months,” and said the S&amp;P 500 could fall another 20% depending on whether the Federal Reserve engineers a soft or a hard landing for the economy.</p><p>Those remarks came at the start of a big week for third quarter bank earnings, and ahead of Wednesday’s producer price report, Thursday’s consumer price index report for September and Friday’s retail sales numbers, also for last month.</p><p>Investor reaction is focused solely on how the Federal Reserve will react to the economy as it works to dampen inflation.</p><p>“This is an awful stock market environment that is grappling with a weakening economy, uncertainty over earnings and how long the Fed’s tightening will last, and sentiment issues with an extremely risk averse investor psychology,” said David Bahnsen, chief investment officer of The Bahnsen Group, in a Tuesday note.</p><p>“We believe the Fed will raise interest rates one or two more times until the Fed funds rate reaches 4% and then take a pause, at which point the Fed will assess the damage done,” he added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163331801","content_text":"U.S. stocks fell Tuesday after the Nasdaq Composite closed at its lowest in two years during the regular session as investors looked ahead to key inflation data and the start of earnings season.The Dow Jones Industrial Average fell 66 points, or 0.23%, rebounding from a slump that took the index down about 200 points in premarket trading. The S&P 500 declined 0.48% while the Nasdaq Composite slipped 0.52%.Stocks closed lower Monday, with the Nasdaq Composite falling 1% following a drop in semiconductor stocks. The Dow Jones Industrial Average shed nearly 94 points, or 0.3%, while the S&P 500 declined about 0.8%.Bond prices also fell. The yield on the U.S. 10-year Treasury rose about five basis points to 3.937% after nearing the key 4% level overnight. Bond yields are inverse to prices, and a basis point is one hundredth of one percent.The moves came as investors weighed comments from JPMorgan CEO Jamie Dimon, who warned that the U.S. would likely fall into a recession over the next “six to nine months,” and said the S&P 500 could fall another 20% depending on whether the Federal Reserve engineers a soft or a hard landing for the economy.Those remarks came at the start of a big week for third quarter bank earnings, and ahead of Wednesday’s producer price report, Thursday’s consumer price index report for September and Friday’s retail sales numbers, also for last month.Investor reaction is focused solely on how the Federal Reserve will react to the economy as it works to dampen inflation.“This is an awful stock market environment that is grappling with a weakening economy, uncertainty over earnings and how long the Fed’s tightening will last, and sentiment issues with an extremely risk averse investor psychology,” said David Bahnsen, chief investment officer of The Bahnsen Group, in a Tuesday note.“We believe the Fed will raise interest rates one or two more times until the Fed funds rate reaches 4% and then take a pause, at which point the Fed will assess the damage done,” he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":185627484070000,"gmtCreate":1686358676893,"gmtModify":1686358682092,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Every bull run also most hated in history. Go check news headline mr CIO. Lol","listText":"Every bull run also most hated in history. Go check news headline mr CIO. Lol","text":"Every bull run also most hated in history. Go check news headline mr CIO. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185627484070000","repostId":"2342536118","repostType":4,"repost":{"id":"2342536118","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":1686352007,"share":"https://www.laohu8.com/m/news/2342536118?lang=&edition=full","pubTime":"2023-06-10 07:06","market":"us","language":"en","title":"S&P 500, Nasdaq Hit Fresh 2023 Highs As Tesla Rallies 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2342536118","media":"Reuters","summary":"Tesla, General Motors jump on EV charging tie-upAdobe gains on Wells Fargo upgradeTarget slips after","content":"<html><head></head><body><ul><li><p>Tesla, General Motors jump on EV charging tie-up</p></li><li><p><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> gains on Wells Fargo upgrade</p></li><li><p>Target slips after Citi downgrade</p></li><li><p>Indexes: S&amp;P up 0.11%, Dow Jones adds 0.13%, Nasdaq gains 0.16%</p></li></ul><p>June 9 (Reuters) - The S&amp;P 500 closed higher on Friday but off session highs, as a Tesla rally failed to galvanize the broader market on the eve of the Federal Reserve&#39;s policy meeting and inflation data next week.</p><p>Tesla Inc shares climbed 4.06%, clinching their longest winning streak since January 2021, after General Motors Co agreed to use the company&#39;s Supercharger network. GM shares rose 1.06%.</p><p>The benchmark S&amp;P 500 built on Thursday&#39;s 20% rise from its Oct. 12 finishing low, heralding the start of a new bull market as defined by some market participants.</p><p>&#34;It&#39;s maybe the most hated bull market in the history of bull markets,&#34; said Tim Holland, chief investment officer of investment platform Orion OCIO.</p><p>&#34;Sentiment was terribly depressed going into year-end and still remains on the bearish side.&#34;</p><p>The S&amp;P 500 gained 4.93 points, or 0.11%, at 4,298.86, taking this week&#39;s advance to 0.38% and extending its winning streak to four weeks, the longest since the July-August 2022 period. The Nasdaq Composite notched its seventh straight week of gains, adding 20.62 points, or 0.16%, to 13,259.14 on the day and 0.13% on the week. The Dow Jones Industrial Average rose 43.17 points, or 0.13%, to 33,876.78, for a weekly gain of 0.33%.</p><p>A megacap stocks rally, better-than-expected earnings season and expectations that the Fed was nearing the end of its rate-hiking cycle have supported Wall Street this year despite concerns about a looming recession and sticky inflation.</p><p>Shares in tech companies including Apple Inc , Advanced Micro Devices and Nvidia Corp rose between 0.22% and 3.20% after retreating earlier this week.</p><p>Traders see a 72% chance of the U.S. central bank holding interest rates at the current 5%-5.25% range in its June 13-14 policy meeting, according to CMEGroup&#39;s Fedwatch tool.</p><p>&#34;The overall tone of the market is based on the idea that the Fed will pause its increases,&#34; said Rick Meckler, partner at Cherry Lane Investments. &#34;As it pauses, the broader market will start to rally and maybe catch up with the large-cap tech stocks that have led the way up until now.&#34;</p><p>Consumer prices data on Tuesday will help shape expectations around further moves by the Fed, with traders already pricing in a 50% chance of another 25-basis-point rate hike in July.</p><p>The CBOE Volatility index , commonly known as Wall Street&#39;s fear gauge, sank to the lowest level since February 2020 before regaining some ground.</p><p>Target Corp slipped 3.26% after Citi downgraded the big-box retailer to &#34;neutral,&#34; saying sales could fall further this year due to economic challenges.</p><p>Adobe Inc rose 3.41% after Wells Fargo upgraded it to &#34;overweight,&#34; saying the Photoshop software maker was poised to benefit from the generative AI boom.</p><p>Netflix Inc gained 2.60% following a report that the streaming giant&#39;s subscriptions jumped after its crackdown on password sharing.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.84-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 15 new 52-week highs and five new lows; the Nasdaq Composite recorded 84 new highs and 53 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq Hit Fresh 2023 Highs As Tesla Rallies 4%</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\">\nS&P 500, Nasdaq Hit Fresh 2023 Highs As Tesla Rallies 4%\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\">2023-06-10 07:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><p>Tesla, General Motors jump on EV charging tie-up</p></li><li><p><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> gains on Wells Fargo upgrade</p></li><li><p>Target slips after Citi downgrade</p></li><li><p>Indexes: S&amp;P up 0.11%, Dow Jones adds 0.13%, Nasdaq gains 0.16%</p></li></ul><p>June 9 (Reuters) - The S&amp;P 500 closed higher on Friday but off session highs, as a Tesla rally failed to galvanize the broader market on the eve of the Federal Reserve&#39;s policy meeting and inflation data next week.</p><p>Tesla Inc shares climbed 4.06%, clinching their longest winning streak since January 2021, after General Motors Co agreed to use the company&#39;s Supercharger network. GM shares rose 1.06%.</p><p>The benchmark S&amp;P 500 built on Thursday&#39;s 20% rise from its Oct. 12 finishing low, heralding the start of a new bull market as defined by some market participants.</p><p>&#34;It&#39;s maybe the most hated bull market in the history of bull markets,&#34; said Tim Holland, chief investment officer of investment platform Orion OCIO.</p><p>&#34;Sentiment was terribly depressed going into year-end and still remains on the bearish side.&#34;</p><p>The S&amp;P 500 gained 4.93 points, or 0.11%, at 4,298.86, taking this week&#39;s advance to 0.38% and extending its winning streak to four weeks, the longest since the July-August 2022 period. The Nasdaq Composite notched its seventh straight week of gains, adding 20.62 points, or 0.16%, to 13,259.14 on the day and 0.13% on the week. The Dow Jones Industrial Average rose 43.17 points, or 0.13%, to 33,876.78, for a weekly gain of 0.33%.</p><p>A megacap stocks rally, better-than-expected earnings season and expectations that the Fed was nearing the end of its rate-hiking cycle have supported Wall Street this year despite concerns about a looming recession and sticky inflation.</p><p>Shares in tech companies including Apple Inc , Advanced Micro Devices and Nvidia Corp rose between 0.22% and 3.20% after retreating earlier this week.</p><p>Traders see a 72% chance of the U.S. central bank holding interest rates at the current 5%-5.25% range in its June 13-14 policy meeting, according to CMEGroup&#39;s Fedwatch tool.</p><p>&#34;The overall tone of the market is based on the idea that the Fed will pause its increases,&#34; said Rick Meckler, partner at Cherry Lane Investments. &#34;As it pauses, the broader market will start to rally and maybe catch up with the large-cap tech stocks that have led the way up until now.&#34;</p><p>Consumer prices data on Tuesday will help shape expectations around further moves by the Fed, with traders already pricing in a 50% chance of another 25-basis-point rate hike in July.</p><p>The CBOE Volatility index , commonly known as Wall Street&#39;s fear gauge, sank to the lowest level since February 2020 before regaining some ground.</p><p>Target Corp slipped 3.26% after Citi downgraded the big-box retailer to &#34;neutral,&#34; saying sales could fall further this year due to economic challenges.</p><p>Adobe Inc rose 3.41% after Wells Fargo upgraded it to &#34;overweight,&#34; saying the Photoshop software maker was poised to benefit from the generative AI boom.</p><p>Netflix Inc gained 2.60% following a report that the streaming giant&#39;s subscriptions jumped after its crackdown on password sharing.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.84-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 15 new 52-week highs and five new lows; the Nasdaq Composite recorded 84 new highs and 53 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","IVV":"标普500指数ETF","BK4576":"AR","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","ADBE":"Adobe","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0251142724.SGD":"Fidelity America A-SGD","LU0106831901.USD":"贝莱德世界金融基金A2",".DJI":"道琼斯","BK4207":"综合性银行","BK4551":"寇图资本持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSLA":"特斯拉","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SDS":"两倍做空标普500ETF","BK4099":"汽车制造商","LU0444971666.USD":"天利全球科技基金","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4170":"电脑硬件、储存设备及电脑周边","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4529":"IDC概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","DXD":"道指两倍做空ETF","AAPL":"苹果","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","NFLX":"奈飞","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4515":"5G概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2342536118","content_text":"Tesla, General Motors jump on EV charging tie-upAdobe gains on Wells Fargo upgradeTarget slips after Citi downgradeIndexes: S&P up 0.11%, Dow Jones adds 0.13%, Nasdaq gains 0.16%June 9 (Reuters) - The S&P 500 closed higher on Friday but off session highs, as a Tesla rally failed to galvanize the broader market on the eve of the Federal Reserve's policy meeting and inflation data next week.Tesla Inc shares climbed 4.06%, clinching their longest winning streak since January 2021, after General Motors Co agreed to use the company's Supercharger network. GM shares rose 1.06%.The benchmark S&P 500 built on Thursday's 20% rise from its Oct. 12 finishing low, heralding the start of a new bull market as defined by some market participants.\"It's maybe the most hated bull market in the history of bull markets,\" said Tim Holland, chief investment officer of investment platform Orion OCIO.\"Sentiment was terribly depressed going into year-end and still remains on the bearish side.\"The S&P 500 gained 4.93 points, or 0.11%, at 4,298.86, taking this week's advance to 0.38% and extending its winning streak to four weeks, the longest since the July-August 2022 period. The Nasdaq Composite notched its seventh straight week of gains, adding 20.62 points, or 0.16%, to 13,259.14 on the day and 0.13% on the week. The Dow Jones Industrial Average rose 43.17 points, or 0.13%, to 33,876.78, for a weekly gain of 0.33%.A megacap stocks rally, better-than-expected earnings season and expectations that the Fed was nearing the end of its rate-hiking cycle have supported Wall Street this year despite concerns about a looming recession and sticky inflation.Shares in tech companies including Apple Inc , Advanced Micro Devices and Nvidia Corp rose between 0.22% and 3.20% after retreating earlier this week.Traders see a 72% chance of the U.S. central bank holding interest rates at the current 5%-5.25% range in its June 13-14 policy meeting, according to CMEGroup's Fedwatch tool.\"The overall tone of the market is based on the idea that the Fed will pause its increases,\" said Rick Meckler, partner at Cherry Lane Investments. \"As it pauses, the broader market will start to rally and maybe catch up with the large-cap tech stocks that have led the way up until now.\"Consumer prices data on Tuesday will help shape expectations around further moves by the Fed, with traders already pricing in a 50% chance of another 25-basis-point rate hike in July.The CBOE Volatility index , commonly known as Wall Street's fear gauge, sank to the lowest level since February 2020 before regaining some ground.Target Corp slipped 3.26% after Citi downgraded the big-box retailer to \"neutral,\" saying sales could fall further this year due to economic challenges.Adobe Inc rose 3.41% after Wells Fargo upgraded it to \"overweight,\" saying the Photoshop software maker was poised to benefit from the generative AI boom.Netflix Inc gained 2.60% following a report that the streaming giant's subscriptions jumped after its crackdown on password sharing.Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.84-to-1 ratio favored decliners.The S&P 500 posted 15 new 52-week highs and five new lows; the Nasdaq Composite recorded 84 new highs and 53 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185115677524112,"gmtCreate":1686233676774,"gmtModify":1686233680659,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good luck. its already 3 yrs. Keep holding","listText":"Good luck. its already 3 yrs. Keep holding","text":"Good luck. its already 3 yrs. Keep holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185115677524112","repostId":"2341351225","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186889317113952,"gmtCreate":1686666550812,"gmtModify":1686666559415,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\"I remain concerned about how slowly inflation is making its way back to 2%,\" said Narayana Kocherlakota\" - seriously? Inflation just drop from 4.9 to 4%! Are these people seriously doing their job??&nbsp;&nbsp;","listText":"\"I remain concerned about how slowly inflation is making its way back to 2%,\" said Narayana Kocherlakota\" - seriously? Inflation just drop from 4.9 to 4%! Are these people seriously doing their job??&nbsp;&nbsp;","text":"\"I remain concerned about how slowly inflation is making its way back to 2%,\" said Narayana Kocherlakota\" - seriously? Inflation just drop from 4.9 to 4%! Are these people seriously doing their job??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186889317113952","repostId":"2343623330","repostType":4,"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002369011,"gmtCreate":1641916764839,"gmtModify":1676533661854,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002369011","repostId":"2202789402","repostType":4,"repost":{"id":"2202789402","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1641916140,"share":"https://www.laohu8.com/m/news/2202789402?lang=&edition=full","pubTime":"2022-01-11 23:49","market":"us","language":"en","title":"Fed may start shrinking its balance sheet this year, says Powell","url":"https://stock-news.laohu8.com/highlight/detail?id=2202789402","media":"Dow Jones","summary":"Fed's Powell: Fed may start shrinking its balance sheet this year. High inflation will last 'well in","content":"<html><head></head><body><p>Fed&#39;s Powell: Fed may start shrinking its balance sheet this year. High inflation will last &#39;well into the middle of this year&#39;.Omicron may cause a pause in growth but &#39;it should be short-lived&#39;.</p><p>Dow down over 200 points as investors focus on testimony from Fed’s Powell.</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>Fed may start shrinking its balance sheet this year, says Powell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed may start shrinking its balance sheet this year, says Powell\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-11 23:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fed&#39;s Powell: Fed may start shrinking its balance sheet this year. High inflation will last &#39;well into the middle of this year&#39;.Omicron may cause a pause in growth but &#39;it should be short-lived&#39;.</p><p>Dow down over 200 points as investors focus on testimony from Fed’s Powell.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","BK4096":"电气部件与设备"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202789402","content_text":"Fed's Powell: Fed may start shrinking its balance sheet this year. High inflation will last 'well into the middle of this year'.Omicron may cause a pause in growth but 'it should be short-lived'.Dow down over 200 points as investors focus on testimony from Fed’s Powell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184116252553360,"gmtCreate":1685974101642,"gmtModify":1685975071343,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;good luck losing money with this shit stock lol.&nbsp;","listText":"No&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;good luck losing money with this shit stock lol.&nbsp;","text":"No [LOL] [LOL] [LOL] good luck losing money with this shit stock lol.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184116252553360","repostId":"2341040026","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951303847,"gmtCreate":1673393300390,"gmtModify":1676538828913,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Market bottoming soon already. Standby to enter","listText":"Market bottoming soon already. Standby to enter","text":"Market bottoming soon already. Standby to enter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951303847","repostId":"2302011823","repostType":4,"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":226459057172496,"gmtCreate":1696346991463,"gmtModify":1696346995921,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jerome powell should be fired.&nbsp;","listText":"Jerome powell should be fired.&nbsp;","text":"Jerome powell should be fired.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226459057172496","repostId":"1116993578","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196578906755080,"gmtCreate":1689033731687,"gmtModify":1689033736021,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Speculative af","listText":"Speculative af","text":"Speculative af","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196578906755080","repostId":"2350156691","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980128456,"gmtCreate":1665679955576,"gmtModify":1676537648316,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wait, thats all? When the market crashes you have so much to write and when it goes up these are what we see?","listText":"Wait, thats all? When the market crashes you have so much to write and when it goes up these are what we see?","text":"Wait, thats all? When the market crashes you have so much to write and when it goes up these are what we see?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980128456","repostId":"1173988719","repostType":4,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990677915,"gmtCreate":1660353368940,"gmtModify":1676533456427,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Notice when it rallys there isnt much story and when it dips all your morgan stanleys and jo morgans or some expert will come telling you doom and gloom stories.&nbsp;","listText":"Notice when it rallys there isnt much story and when it dips all your morgan stanleys and jo morgans or some expert will come telling you doom and gloom stories.&nbsp;","text":"Notice when it rallys there isnt much story and when it dips all your morgan stanleys and jo morgans or some expert will come telling you doom and gloom stories.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990677915","repostId":"1164969868","repostType":4,"repost":{"id":"1164969868","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":1660317942,"share":"https://www.laohu8.com/m/news/1164969868?lang=&edition=full","pubTime":"2022-08-12 23:25","market":"us","language":"en","title":"U.S. Stocks Cheered up in Morning Trading; Nasdaq Surged Over 1% While Dow Jones Rose Over 0.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164969868","media":"Tiger Newspress","summary":"U.S. stocks cheered up in morning trading. Nasdaq surged 1.29%; S&P500 jumped 0.89% while Dow Jones ","content":"<html><head></head><body><p>U.S. stocks cheered up in morning trading. Nasdaq surged 1.29%; S&amp;P500 jumped 0.89% while Dow Jones rose 0.56%.<img src=\"https://static.tigerbbs.com/68625f63d63d5cc6fbbc9a17a1d26290\" tg-width=\"625\" tg-height=\"120\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Cheered up in Morning Trading; Nasdaq Surged Over 1% While Dow Jones Rose Over 0.5%</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\">\nU.S. Stocks Cheered up in Morning Trading; Nasdaq Surged Over 1% While Dow Jones Rose Over 0.5%\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\">2022-08-12 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks cheered up in morning trading. Nasdaq surged 1.29%; S&amp;P500 jumped 0.89% while Dow Jones rose 0.56%.<img src=\"https://static.tigerbbs.com/68625f63d63d5cc6fbbc9a17a1d26290\" tg-width=\"625\" tg-height=\"120\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164969868","content_text":"U.S. stocks cheered up in morning trading. Nasdaq surged 1.29%; S&P500 jumped 0.89% while Dow Jones rose 0.56%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214508711878672,"gmtCreate":1693407305881,"gmtModify":1693407310371,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good luck 😂😂😂","listText":"Good luck 😂😂😂","text":"Good luck 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214508711878672","repostId":"2363355422","repostType":4,"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189396607746224,"gmtCreate":1687265062310,"gmtModify":1687265066041,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"the past does not guarantee the future. drawing&nbsp;charts and all that is just one way to rationalise a person's belief. just keep DCA and you can end this article in one paragraph.","listText":"the past does not guarantee the future. drawing&nbsp;charts and all that is just one way to rationalise a person's belief. just keep DCA and you can end this article in one paragraph.","text":"the past does not guarantee the future. drawing charts and all that is just one way to rationalise a person's belief. just keep DCA and you can end this article in one paragraph.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189396607746224","repostId":"2344097477","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917613160,"gmtCreate":1665497456951,"gmtModify":1676537616664,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"never trust what jp morgan says. Your welcome","listText":"never trust what jp morgan says. Your welcome","text":"never trust what jp morgan says. Your welcome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917613160","repostId":"1163331801","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291108671992064,"gmtCreate":1712097463184,"gmtModify":1712097468117,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Its easy to say and find all the info to dupport it. But are you going to take any accountability if your wrong? No. Am i right?","listText":"Its easy to say and find all the info to dupport it. But are you going to take any accountability if your wrong? No. Am i right?","text":"Its easy to say and find all the info to dupport it. But are you going to take any accountability if your wrong? No. Am i right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291108671992064","repostId":"2424042555","repostType":4,"repost":{"id":"2424042555","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712069657,"share":"https://www.laohu8.com/m/news/2424042555?lang=&edition=full","pubTime":"2024-04-02 22:54","market":"sh","language":"en","title":"Wall Street Strategist Who Called Dot-Com Crash Says Stocks Are in a Bubble Driven by Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2424042555","media":"Dow Jones","summary":"SocGen's Albert Edwards says the artificial-intelligence craze is getting out of hand. The artificial-intelligence craze and a \"loosey goosey\" Federal Reserve monetary policy have helped to spawn another bubble in U.S. stocks, according to a strategist who anticipated the dot-com crash of 2000.According to Albert Edwards, a global strategist at Société Générale known for his bearish takes on markets and the economy, the stock-market rally over the last five months has all the hallmarks of a bubble, including tacit help from the Fed and a convenient narrative: that the \"artificial intelligence revolution\" will drive a boom in corporate earnings.In the past, the S&P 500 has closely tracked analysts' optimism, Edwards said but more recently, the relationship appears to be heading in the wrong direction.As stock-market bulls wait around for AI to drive earnings into the stratosphere, \"those of us who lived through the late 1990s TMT bubble have heard it all before and roll our eyes skyward","content":"<html><head></head><body><p>The artificial-intelligence craze and a &#34;loosey goosey&#34; Federal Reserve monetary policy have helped to spawn another bubble in U.S. stocks, according to a strategist who anticipated the dot-com crash of 2000.</p><p>According to Albert Edwards, a global strategist at Société Générale known for his bearish takes on markets and the economy, the stock-market rally over the last five months has all the hallmarks of a bubble, including tacit help from the Fed and a convenient narrative: that the &#34;artificial intelligence revolution&#34; will drive a boom in corporate earnings.</p><p>But the reality is that AI has yet to deliver stronger earnings growth outside of a handful of companies, like Nvidia Corp <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>. As a result, analysts&#39; earnings revisions have failed to keep up as the S&amp;P 500 index rallied nearly 30% in five months, according to FactSet data, driving valuations to levels that are expensive relative to recent history.</p><p>The S&amp;P 500 recently traded at more than 20 times forward earnings, which is above its five- and 10-year averages and the highest level since January 2022, according to FactSet.</p><p>So far, AI hype isn&#39;t feeding through to expectations for stronger earnings in the immediate future. Over the past six months, the share of analysts&#39; earnings revisions that are upgrades has trended lower for both the S&amp;P 1500 Composite XX:SP1500 and the Nasdaq-100 NDX.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20b2bf023bf6f517028d5cec3ae098ef\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"352\"/><span>SOCIETE GENERALE</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/584b8397561c4a522da4d2f5800ca5bd\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"344\"/><span>SOCIETE GENERALE</span></p><p>In the past, the S&amp;P 500 has closely tracked analysts&#39; optimism, Edwards said but more recently, the relationship appears to be heading in the wrong direction.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/597a0028992bb61cbf360be7dd5d5b4f\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"339\"/><span>SOCIETE GENERALE</span></p><p>As stock-market bulls wait around for AI to drive earnings into the stratosphere, &#34;those of us who lived through the late 1990s TMT bubble have heard it all before and roll our eyes skyward,&#34; Edwards said.</p><p>Instead of being driven by stronger profits, the true source of the market&#39;s strength appears to be abundant Fed-induced liquidity. Edwards is hardly alone in pointing this out.</p><p>The notion that the Fed&#39;s quantitative tightening has led to tighter monetary policy is &#34;a joke,&#34; Edwards said. While the Fed shrinks its bondholdings via quantitative tightening, the central bank&#39;s money-market operations are more than offsetting the liquidity drain by pumping more money into the financial system via the consistent drain in the Fed&#39;s reverse-repo facility.</p><p>This has caused the monetary base in the U.S. to expand over the past year, which isn&#39;t exactly consistent with the Fed&#39;s claims to be draining liquidity from the financial system, Edwards said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0b40562e2851622a5c73db430d8917d\" title=\"\" tg-width=\"700\" tg-height=\"341\"/></p><p>Meanwhile, the U.S. economy has received plenty of help from the federal government in the form of huge fiscal stimulus, which has helped it avoid a recession despite the Fed&#39;s interest-rate hikes, Edwards said. Consumers tapping into their excess pandemic-era savings and signs that large companies are increasingly benefiting from higher interest rates and &#34;greedflation&#34; have also helped support economic growth, he said.</p><p>Edwards is extremely familiar with the conditions that led to the dot-com bubble. After all, he was one of a handful of people on Wall Street to anticipate the crash that began in March 2000, when the S&amp;P 500 and Nasdaq hit their bubble-era peak, kicking off a bear market that would last for nearly three years.</p><p>After seeing their strongest start to a year since 2019, U.S. stocks have gotten off to a rough start in the second quarter. The S&amp;P 500 SPX was down 59 points, or 1.1%, in recent trade on Tuesday at 5,204, on track to fall for a second-straight day. The Dow Jones Industrial Average DJIA shed 449 points, or 1.1%, to 39,116. Meanwhile, the Nasdaq Composite COMP was off by 254 points, or 1.6%, at 16,140.</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 Strategist Who Called Dot-Com Crash Says Stocks Are in a Bubble Driven by Fed</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 Strategist Who Called Dot-Com Crash Says Stocks Are in a Bubble Driven by Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-02 22:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The artificial-intelligence craze and a &#34;loosey goosey&#34; Federal Reserve monetary policy have helped to spawn another bubble in U.S. stocks, according to a strategist who anticipated the dot-com crash of 2000.</p><p>According to Albert Edwards, a global strategist at Société Générale known for his bearish takes on markets and the economy, the stock-market rally over the last five months has all the hallmarks of a bubble, including tacit help from the Fed and a convenient narrative: that the &#34;artificial intelligence revolution&#34; will drive a boom in corporate earnings.</p><p>But the reality is that AI has yet to deliver stronger earnings growth outside of a handful of companies, like Nvidia Corp <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>. As a result, analysts&#39; earnings revisions have failed to keep up as the S&amp;P 500 index rallied nearly 30% in five months, according to FactSet data, driving valuations to levels that are expensive relative to recent history.</p><p>The S&amp;P 500 recently traded at more than 20 times forward earnings, which is above its five- and 10-year averages and the highest level since January 2022, according to FactSet.</p><p>So far, AI hype isn&#39;t feeding through to expectations for stronger earnings in the immediate future. Over the past six months, the share of analysts&#39; earnings revisions that are upgrades has trended lower for both the S&amp;P 1500 Composite XX:SP1500 and the Nasdaq-100 NDX.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20b2bf023bf6f517028d5cec3ae098ef\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"352\"/><span>SOCIETE GENERALE</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/584b8397561c4a522da4d2f5800ca5bd\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"344\"/><span>SOCIETE GENERALE</span></p><p>In the past, the S&amp;P 500 has closely tracked analysts&#39; optimism, Edwards said but more recently, the relationship appears to be heading in the wrong direction.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/597a0028992bb61cbf360be7dd5d5b4f\" alt=\"SOCIETE GENERALE\" title=\"SOCIETE GENERALE\" tg-width=\"700\" tg-height=\"339\"/><span>SOCIETE GENERALE</span></p><p>As stock-market bulls wait around for AI to drive earnings into the stratosphere, &#34;those of us who lived through the late 1990s TMT bubble have heard it all before and roll our eyes skyward,&#34; Edwards said.</p><p>Instead of being driven by stronger profits, the true source of the market&#39;s strength appears to be abundant Fed-induced liquidity. Edwards is hardly alone in pointing this out.</p><p>The notion that the Fed&#39;s quantitative tightening has led to tighter monetary policy is &#34;a joke,&#34; Edwards said. While the Fed shrinks its bondholdings via quantitative tightening, the central bank&#39;s money-market operations are more than offsetting the liquidity drain by pumping more money into the financial system via the consistent drain in the Fed&#39;s reverse-repo facility.</p><p>This has caused the monetary base in the U.S. to expand over the past year, which isn&#39;t exactly consistent with the Fed&#39;s claims to be draining liquidity from the financial system, Edwards said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0b40562e2851622a5c73db430d8917d\" title=\"\" tg-width=\"700\" tg-height=\"341\"/></p><p>Meanwhile, the U.S. economy has received plenty of help from the federal government in the form of huge fiscal stimulus, which has helped it avoid a recession despite the Fed&#39;s interest-rate hikes, Edwards said. Consumers tapping into their excess pandemic-era savings and signs that large companies are increasingly benefiting from higher interest rates and &#34;greedflation&#34; have also helped support economic growth, he said.</p><p>Edwards is extremely familiar with the conditions that led to the dot-com bubble. After all, he was one of a handful of people on Wall Street to anticipate the crash that began in March 2000, when the S&amp;P 500 and Nasdaq hit their bubble-era peak, kicking off a bear market that would last for nearly three years.</p><p>After seeing their strongest start to a year since 2019, U.S. stocks have gotten off to a rough start in the second quarter. The S&amp;P 500 SPX was down 59 points, or 1.1%, in recent trade on Tuesday at 5,204, on track to fall for a second-straight day. The Dow Jones Industrial Average DJIA shed 449 points, or 1.1%, to 39,116. Meanwhile, the Nasdaq Composite COMP was off by 254 points, or 1.6%, at 16,140.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H",".SPX":"S&P 500 Index","OEX":"标普100","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","NVDA":"英伟达","LU0072462426.USD":"贝莱德全球配置 A2","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4587":"ChatGPT概念","LU0080751232.USD":"富达环球多元动力基金A","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SPY":"标普500ETF","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4579":"人工智能","BK4141":"半导体产品","UPRO":"三倍做多标普500ETF","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SDS":"两倍做空标普500ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424042555","content_text":"The artificial-intelligence craze and a \"loosey goosey\" Federal Reserve monetary policy have helped to spawn another bubble in U.S. stocks, according to a strategist who anticipated the dot-com crash of 2000.According to Albert Edwards, a global strategist at Société Générale known for his bearish takes on markets and the economy, the stock-market rally over the last five months has all the hallmarks of a bubble, including tacit help from the Fed and a convenient narrative: that the \"artificial intelligence revolution\" will drive a boom in corporate earnings.But the reality is that AI has yet to deliver stronger earnings growth outside of a handful of companies, like Nvidia Corp $(NVDA)$. As a result, analysts' earnings revisions have failed to keep up as the S&P 500 index rallied nearly 30% in five months, according to FactSet data, driving valuations to levels that are expensive relative to recent history.The S&P 500 recently traded at more than 20 times forward earnings, which is above its five- and 10-year averages and the highest level since January 2022, according to FactSet.So far, AI hype isn't feeding through to expectations for stronger earnings in the immediate future. Over the past six months, the share of analysts' earnings revisions that are upgrades has trended lower for both the S&P 1500 Composite XX:SP1500 and the Nasdaq-100 NDX.SOCIETE GENERALESOCIETE GENERALEIn the past, the S&P 500 has closely tracked analysts' optimism, Edwards said but more recently, the relationship appears to be heading in the wrong direction.SOCIETE GENERALEAs stock-market bulls wait around for AI to drive earnings into the stratosphere, \"those of us who lived through the late 1990s TMT bubble have heard it all before and roll our eyes skyward,\" Edwards said.Instead of being driven by stronger profits, the true source of the market's strength appears to be abundant Fed-induced liquidity. Edwards is hardly alone in pointing this out.The notion that the Fed's quantitative tightening has led to tighter monetary policy is \"a joke,\" Edwards said. While the Fed shrinks its bondholdings via quantitative tightening, the central bank's money-market operations are more than offsetting the liquidity drain by pumping more money into the financial system via the consistent drain in the Fed's reverse-repo facility.This has caused the monetary base in the U.S. to expand over the past year, which isn't exactly consistent with the Fed's claims to be draining liquidity from the financial system, Edwards said.Meanwhile, the U.S. economy has received plenty of help from the federal government in the form of huge fiscal stimulus, which has helped it avoid a recession despite the Fed's interest-rate hikes, Edwards said. Consumers tapping into their excess pandemic-era savings and signs that large companies are increasingly benefiting from higher interest rates and \"greedflation\" have also helped support economic growth, he said.Edwards is extremely familiar with the conditions that led to the dot-com bubble. After all, he was one of a handful of people on Wall Street to anticipate the crash that began in March 2000, when the S&P 500 and Nasdaq hit their bubble-era peak, kicking off a bear market that would last for nearly three years.After seeing their strongest start to a year since 2019, U.S. stocks have gotten off to a rough start in the second quarter. The S&P 500 SPX was down 59 points, or 1.1%, in recent trade on Tuesday at 5,204, on track to fall for a second-straight day. The Dow Jones Industrial Average DJIA shed 449 points, or 1.1%, to 39,116. Meanwhile, the Nasdaq Composite COMP was off by 254 points, or 1.6%, at 16,140.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238496164888608,"gmtCreate":1699262284774,"gmtModify":1699262289184,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"i have a position in this&nbsp;company and it really pains me to say this - im ready to lose money here. Fortunately i have sized my position. This company isnt going to do well.&nbsp;","listText":"i have a position in this&nbsp;company and it really pains me to say this - im ready to lose money here. Fortunately i have sized my position. This company isnt going to do well.&nbsp;","text":"i have a position in this company and it really pains me to say this - im ready to lose money here. Fortunately i have sized my position. This company isnt going to do well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238496164888608","repostId":"2380018672","repostType":4,"repost":{"id":"2380018672","pubTimestamp":1699236272,"share":"https://www.laohu8.com/m/news/2380018672?lang=&edition=full","pubTime":"2023-11-06 10:04","market":"hk","language":"en","title":"Warning: Nothing Is Stopping NIO Stock From Crashing Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2380018672","media":"InvestorPlace","summary":"Barring some positive surprises with earnings and/or upcoming delivery numbers, expect NIO stock to stay under pressure.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nio</strong> (<strong><u>NIO</u></strong>) shares have been hammered in recent months, because of the China-based EV maker falling short  of expectations.</p></li><li><p>Although the company reported solid deliveries growth for October, this growth is not as impressive when compared to that of peers.</p></li><li><p>Disappointment with Nio’s results is likely to continue, which in turn could keep NIO stock moving in a downward trajectory.</p></li></ul><p><strong>Nio</strong> (NYSE: <strong>NIO</strong>) has performed poorly over the past few months. Although shares in the China-based EV maker have found support in recent trading days, I wouldn’t assume that the dust has settled with NIO stock.</p><p>Yes, per the latest headlines, it may seem as if the situation will improve from here for Nio. The company just released monthly delivery numbers, and on the surface deliveries came in strongly. Take a closer look at the numbers, however, and it’s clear that these results are lackluster when compared to that of peers, and to past expectations.</p><p>That’s not all. Little suggests that the company will soon catch up to peers in terms of growth, investors are likely to remain disappointed with Nio’s performance. This, of course, bodes badly for shares.</p><p>With this in mind, read on, as I break down why the bear case still stands with this stock.</p><h2 id=\"id_861471273\">NIO Stock and Relatively Underwhelming Delivery Numbers</h2><p>On Nov. 1, Nio reported 16,074 vehicle deliveries during October, representing a 59.8% increase in deliveries year-over-year. Impressive, right? Well, not quite. Even as deliveries climbed by a high double-digit amount last month, on a sequential (month-over-month) basis, growth was far less stellar.</p><p>As Nio’s September 2023 delivery numbers totaled 15,641 vehicles, October’s deliveries represented a sequential growth of only around 2.77%. The company figures aren’t impressive when compared to delivery numbers reported by China-based peers like <strong>Li Auto</strong> (NASDAQ: <strong>LI</strong>) and <strong>Xpeng</strong> (NYSE: <strong>XPEV</strong>).</p><p>Li’s October deliveries came in at 40,422 vehicles, a 302.1% year-over-year increase, and a 12.1% increase sequentially (based on 36,060 vehicles delivered in September). Xpeng’s deliveries came in at 20,000 for the month, up 292% on a year-over-year basis, and up 31% on a sequential basis.</p><p>While NIO stock did rise following this news, said rise was modest (2.05%) relative to LI (up 3.49%) and XPEV (up 7.04%). Also, the broad market rally on Nov. 1 may have played a larger role in NIO’s rally than on the deliveries news.</p><h2 id=\"id_2700250249\">What This Deliveries Slump Means for Sentiment Going Forward</h2><p>Taking a look at Nio’s delivery figures from July through October, there’s a clear takeaway. The end of China’s “zero Covid” restrictions, plus the launch of new vehicle models, enabled Nio to “level up” its monthly delivery volumes, which for an extended period were stuck at around 10,000 vehicles.</p><p>But while July’s delivery figure (over 20,462) may have suggested Nio was en route to hitting past aggressive sales targets set by management, sales volumes have fallen back in the ensuing months. Now, it appears that Nio can sustain monthly sales of around 15,000 vehicles, or 180,000 vehicles per year.</p><p>The issue? While selling 180,000 premium EVs annually isn’t necessarily anything to sneeze at, barring another round of “leveling up” during November and December, negative sentiment is likely to persist for NIO stock, resulting in further losses for investors. The reasons for this are twofold.</p><p>First, this recent leveling off calls into question whether revenue growth in the coming year will meet expectations. Sell-side consensus currently calls for sales to hit $13.23 billion next, a 56.75% increase. Second, this growth slump calls for yet another walking back of Nio’s timeline to profitability.</p><h2 id=\"id_417200406\">Bottom Line: Expect This Stock to Stay Under Pressure</h2><p>Nio has already given back all of its gains accrued during the “EV bubble” era of 2020-2021, but don’t assume that means the stock is finding a floor, after falling back towards pre-bubble prices.</p><p>Even before the bubble, Nio was given a rich valuation relative to its then-current performance, on the expectation that it was going to become China’s answer to <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>), a world-class EV brand with a global reach.</p><p>Yet now, it’s clear the company is likely to be an “also ran” brand in its home market. Over in Europe, its first area of international expansion, Nio is scrambling to boost sales, further signaling this isn’t a “Tesla killer” in the making.</p><p>Barring the unveiling of positive surprises in Nio’s upcoming earnings release (scheduled for Nov. 9), or with its November and December vehicle delivery numbers, expect NIO stock to stay under pressure.</p></body></html>","source":"investorplace_stock_picks","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>Warning: Nothing Is Stopping NIO Stock From Crashing Now</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\">\nWarning: Nothing Is Stopping NIO Stock From Crashing Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-06 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/warning-nothing-is-stopping-nio-stock-from-crashing-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) shares have been hammered in recent months, because of the China-based EV maker falling short  of expectations.Although the company reported solid deliveries growth for October, this growth ...</p>\n\n<a href=\"https://investorplace.com/2023/11/warning-nothing-is-stopping-nio-stock-from-crashing-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/11/warning-nothing-is-stopping-nio-stock-from-crashing-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380018672","content_text":"Nio (NIO) shares have been hammered in recent months, because of the China-based EV maker falling short  of expectations.Although the company reported solid deliveries growth for October, this growth is not as impressive when compared to that of peers.Disappointment with Nio’s results is likely to continue, which in turn could keep NIO stock moving in a downward trajectory.Nio (NYSE: NIO) has performed poorly over the past few months. Although shares in the China-based EV maker have found support in recent trading days, I wouldn’t assume that the dust has settled with NIO stock.Yes, per the latest headlines, it may seem as if the situation will improve from here for Nio. The company just released monthly delivery numbers, and on the surface deliveries came in strongly. Take a closer look at the numbers, however, and it’s clear that these results are lackluster when compared to that of peers, and to past expectations.That’s not all. Little suggests that the company will soon catch up to peers in terms of growth, investors are likely to remain disappointed with Nio’s performance. This, of course, bodes badly for shares.With this in mind, read on, as I break down why the bear case still stands with this stock.NIO Stock and Relatively Underwhelming Delivery NumbersOn Nov. 1, Nio reported 16,074 vehicle deliveries during October, representing a 59.8% increase in deliveries year-over-year. Impressive, right? Well, not quite. Even as deliveries climbed by a high double-digit amount last month, on a sequential (month-over-month) basis, growth was far less stellar.As Nio’s September 2023 delivery numbers totaled 15,641 vehicles, October’s deliveries represented a sequential growth of only around 2.77%. The company figures aren’t impressive when compared to delivery numbers reported by China-based peers like Li Auto (NASDAQ: LI) and Xpeng (NYSE: XPEV).Li’s October deliveries came in at 40,422 vehicles, a 302.1% year-over-year increase, and a 12.1% increase sequentially (based on 36,060 vehicles delivered in September). Xpeng’s deliveries came in at 20,000 for the month, up 292% on a year-over-year basis, and up 31% on a sequential basis.While NIO stock did rise following this news, said rise was modest (2.05%) relative to LI (up 3.49%) and XPEV (up 7.04%). Also, the broad market rally on Nov. 1 may have played a larger role in NIO’s rally than on the deliveries news.What This Deliveries Slump Means for Sentiment Going ForwardTaking a look at Nio’s delivery figures from July through October, there’s a clear takeaway. The end of China’s “zero Covid” restrictions, plus the launch of new vehicle models, enabled Nio to “level up” its monthly delivery volumes, which for an extended period were stuck at around 10,000 vehicles.But while July’s delivery figure (over 20,462) may have suggested Nio was en route to hitting past aggressive sales targets set by management, sales volumes have fallen back in the ensuing months. Now, it appears that Nio can sustain monthly sales of around 15,000 vehicles, or 180,000 vehicles per year.The issue? While selling 180,000 premium EVs annually isn’t necessarily anything to sneeze at, barring another round of “leveling up” during November and December, negative sentiment is likely to persist for NIO stock, resulting in further losses for investors. The reasons for this are twofold.First, this recent leveling off calls into question whether revenue growth in the coming year will meet expectations. Sell-side consensus currently calls for sales to hit $13.23 billion next, a 56.75% increase. Second, this growth slump calls for yet another walking back of Nio’s timeline to profitability.Bottom Line: Expect This Stock to Stay Under PressureNio has already given back all of its gains accrued during the “EV bubble” era of 2020-2021, but don’t assume that means the stock is finding a floor, after falling back towards pre-bubble prices.Even before the bubble, Nio was given a rich valuation relative to its then-current performance, on the expectation that it was going to become China’s answer to Tesla (NASDAQ: TSLA), a world-class EV brand with a global reach.Yet now, it’s clear the company is likely to be an “also ran” brand in its home market. Over in Europe, its first area of international expansion, Nio is scrambling to boost sales, further signaling this isn’t a “Tesla killer” in the making.Barring the unveiling of positive surprises in Nio’s upcoming earnings release (scheduled for Nov. 9), or with its November and December vehicle delivery numbers, expect NIO stock to stay under pressure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212646530035872,"gmtCreate":1692955595227,"gmtModify":1692955599947,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Should be happy its still being valued lol","listText":"Should be happy its still being valued lol","text":"Should be happy its still being valued lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212646530035872","repostId":"2361961387","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234171187888392,"gmtCreate":1698179651980,"gmtModify":1698182664089,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Bro, dont write so much logic. The reason why baba still down is because baba is backed by investors belonging to jiang faction. As long as this remains, Xi would not let it rise because he cannot afford to have liquidity go towards the other faction. All your other logics dont matter.&nbsp;","listText":"Bro, dont write so much logic. The reason why baba still down is because baba is backed by investors belonging to jiang faction. As long as this remains, Xi would not let it rise because he cannot afford to have liquidity go towards the other faction. All your other logics dont matter.&nbsp;","text":"Bro, dont write so much logic. The reason why baba still down is because baba is backed by investors belonging to jiang faction. As long as this remains, Xi would not let it rise because he cannot afford to have liquidity go towards the other faction. All your other logics dont matter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234171187888392","repostId":"2377955157","repostType":4,"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209517799202976,"gmtCreate":1692191641668,"gmtModify":1692191646435,"author":{"id":"4088465576185570","authorId":"4088465576185570","name":"ZackChia","avatar":"https://static.tigerbbs.com/90f82bfb7f8bb1e887247a1d0c7bef93","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Never. China stocks is not investable","listText":"Never. China stocks is not investable","text":"Never. China stocks is not investable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209517799202976","repostId":"2359173728","repostType":4,"repost":{"id":"2359173728","pubTimestamp":1692172800,"share":"https://www.laohu8.com/m/news/2359173728?lang=&edition=full","pubTime":"2023-08-16 16:00","market":"hk","language":"en","title":"Alibaba Q2: If You Are Not Buying Now, When Will You?","url":"https://stock-news.laohu8.com/highlight/detail?id=2359173728","media":"Seeking Alpha","summary":"Robert Way Alibaba Group Holding Limited (NYSE:BABA) has had a hard time ever since the failed IPO of the Ant Group in November 2020. Following the long-standing Covid-19 restrictions, the world's sec","content":"<html><head></head><body><h2 id=\"id_957459716\" style=\"text-align: left;\">Summary</h2><ul><li><p>Alibaba Group Holding Limited had a superb second quarter, surpassing expectations and showing re-accelerated sales growth and free cash flow generation.</p></li><li><p>BABA stock is by far the cheapest in its peer group and trades at a free cash flow yield of 12%.</p></li><li><p>The company&#39;s balance sheet is a fortress, with 31% of the market cap in cash and short-term investments larger than that of Amazon.</p></li><li><p>Free cash flow is silently moving closer to a new all-time high, while the stock price is back at prices of 6 years ago.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f805543ab3786cb8cb1d7d9034e0368\" alt=\"Robert Way\" title=\"Robert Way\" tg-width=\"750\" tg-height=\"500\"/><span>Robert Way</span></p><p><strong>Alibaba Group Holding Limited</strong> (NYSE:BABA) has had a hard time ever since the failed IPO of the Ant Group in November 2020. Following the long-standing Covid-19 restrictions, the world&#39;s second largest economy, China, slowed down temporarily. However, Alibaba showed re-acceleration of sales growth in the second quarter, signaling a rebound in consumer spending. The stock price is yet to recover, while free cash flow is closing in on a new all-time high. As a result, extreme undervaluation is present in one of China&#39;s wide moat businesses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1eb1bbeb88b91bf4e2b55dfddd7e094\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2 id=\"id_3070070381\">Business Overview</h2><p>Alibaba is a multinational conglomerate based in China and one of the world&#39;s largest e-commerce and technology companies. Founded in 1999 by Jack Ma, Alibaba has rapidly grown into a wide moat business with various segments, making it a prominent player in the global digital economy. Here&#39;s an overview of Alibaba&#39;s key businesses and operations:</p><ol><li><p><strong>China Commerce</strong>:</p></li></ol><ul><li><p><strong>Taobao</strong>: Taobao is a consumer-to-consumer (C2C) online marketplace, akin to <a href=\"https://laohu8.com/S/EBAY\">eBay</a>. It allows individual sellers and small businesses to set up online shops and sell a wide range of products directly to consumers. Taobao&#39;s user-friendly interface and extensive product variety have made it immensely popular in China.</p></li><li><p><strong>Tmall</strong>: Tmall is a business-to-consumer (B2C) platform that hosts official storefronts for well-known brands and retailers. It ensures product authenticity and quality, which has helped build consumer trust. Tmall&#39;s setup is more structured and regulated compared to Taobao, making it a preferred choice for established brands looking to tap into the Chinese market.</p></li><li><p><strong>阿里1688</strong>: 1688&#39;s platform serves the Chinese domestic market and is focused on wholesale transactions.</p></li></ul><p>2.<strong> International Commerce:</strong></p><ul><li><p><strong>Alibaba.com</strong> serves as a global platform connecting businesses from around the world. Alibaba.com facilitates business-to-business (B2B) trade by connecting manufacturers, wholesalers, and suppliers with buyers internationally. The platform streamlines international trade by providing tools for communication, negotiation, and secure transactions.</p></li><li><p><strong>AliExpress</strong>: AliExpress is one of Alibaba&#39;s primary platforms for international commerce. AliExpress connects Chinese sellers with buyers from around the world, offering a wide range of products at competitive prices. Similar to Taobao, AliExpress primarily serves individual consumers and small businesses</p></li><li><p><strong>Lazada</strong>: Lazada is another e-commerce business with the largest part of customers in Southeast Asia.</p></li></ul><p>3. <strong>Local Consumer Services:</strong></p><ul><li><p><strong>Ele.me</strong>: Ele.me is Alibaba&#39;s online delivery platform, connecting users with food and beverages, groceries, flowers and pharmaceutical products. Ele.me focuses on efficient last-mile delivery to ensure that orders reach customers quickly and fresh.</p></li><li><p><strong>AMAP</strong>: AMAP provides a range of location-based services, including digital maps, navigation, real-time traffic information, location-based search, and location-based advertising. AMAP&#39;s data and services can be integrated into other Alibaba services such as e-commerce platforms, ride-hailing apps,...</p></li></ul><p>4.<strong> Logistics and Supply Chain</strong>:</p><ul><li><p><strong>Cainiao Network</strong>: Alibaba&#39;s logistics affiliate focuses on improving supply chain efficiency and providing advanced logistics solutions to support the company&#39;s e-commerce operations.</p></li></ul><p>5. <strong>Cloud Computing</strong>:</p><ul><li><p><strong>Alibaba Cloud</strong>: Alibaba&#39;s cloud computing arm offers a comprehensive suite of cloud services, including computing power, storage, databases, analytics, and AI capabilities. It&#39;s a major player in the global cloud services market, competing with companies like Amazon Web Services (AWS) and Microsoft Azure.</p></li></ul><p>6.<strong> Digital Media and Entertainment</strong>:</p><ul><li><p><strong>Alibaba Pictures</strong>: This segment focuses on film production, distribution, and entertainment-related investments.</p></li><li><p><strong>Youku Tudou</strong>: A prominent online video platform in China, often referred to as the &#34;YouTube of China.&#34; Alibaba acquired Youku Tudou to expand its digital media offerings.</p></li></ul><p>7.<strong> Digital Finance and Payments</strong>:</p><ul><li><p><strong>Alipay</strong>: Initially launched as an online payment platform for Alibaba&#39;s e-commerce sites, Alipay has evolved into a comprehensive digital financial services platform. It offers services like mobile payments, money transfers, investment options, and credit services.</p></li><li><p><strong>Ant Group</strong>: Ant Group, which is for 33% owned by Alibaba, operates Alipay and provides a wide range of financial services, including wealth management, insurance, and lending.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cb38f9aa68c1dc03427d8961c351fe6\" alt=\"Alibaba Annual Report\" title=\"Alibaba Annual Report\" tg-width=\"640\" tg-height=\"417\"/><span>Alibaba Annual Report</span></p><p>The first 6 business segments are soon to be split into 6 companies and will IPO separately, where each company will be run by its own CEO and board of directors. The size of Alibaba has increase a lot of over the last years and to let each segment run on full performance more agility is needed in the business.</p><h2 id=\"id_2495973310\">Superb Second Quarter</h2><p>Analysts were skeptical about the results of Alibaba and got blown away by a large double beat. The company increased revenue by 14% year-over-year to $32.29 billion, which beat estimates by $1.08 billion. Earnings per share came in at $2.40 (up 48% year-over-over), compared to the estimates of $2.01.</p><p>Alibaba saw re-accelerating growth in all of their segments. The Chinese market recovered from a 3% year-over-year decline to a 12% increase year-over-year. Noteworthy, international commerce grew 41% compared to 29% in the previous quarter. The cloud business also changed growth direction from a 2% decline in sales to 4% sales growth in Q2.</p><p>The cloud business growth slowed down a lot, but the CEO Daniel Zhang mentioned this in the latest earnings call:</p><blockquote>I think if you look at the cloud landscape in China, I think the total cloud infra as a percentage of the IT infra still in a lower -- actually, in a relatively low percentage as compared to the U.S. peers. So we still -- we see still the huge potential first in this cloud infra penetration. Secondly, I think with this AI revolution, I think that this brings incremental opportunities, and because today, all the companies want to use our AI capabilities to upgrade their services and in their own application. So -- but they need a high computing -- high-performance computing power to support this operation, not only in today&#39;s training, but also in the influence services to be provided. So I think these two are, we believe, the primary growth engine for the long term.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4800da6a1b15bd467c0f832d6fcc35\" alt=\"23Q2 Investor Presentation\" title=\"23Q2 Investor Presentation\" tg-width=\"640\" tg-height=\"250\"/><span>23Q2 Investor Presentation</span></p><p>Although I am not a big fan of EBITDA or EBITA (also called earnings before everything), this is the only way to compare the profitability of the different segments provided by Alibaba. Alibaba&#39;s profitability is improving across the board with the Logistics and Digital Media business as two new contributors to positive EBITA. Furthermore, the Cloud business grew EBITA 106% year-over-year and the International Commerce is finally closer to becoming a profitable business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3a6e4bfa02f6f72acb91f3ad20c13a6\" alt=\"23Q2 Investor Presentation\" title=\"23Q2 Investor Presentation\" tg-width=\"640\" tg-height=\"242\"/><span>23Q2 Investor Presentation</span></p><p>The most outstanding news in the earnings report was the comeback of free cash flow growth. Partly boosted by lower CAPEX, the free cash flow increased 76% year-over-year, nearing the all-time high of free cash flow in 2021. The company remained focused on returning value to shareholders through $3 billion in share buybacks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6db5c7fe38957ca068d196f4da28f44c\" alt=\"23Q2 Investor Presentation\" title=\"23Q2 Investor Presentation\" tg-width=\"640\" tg-height=\"201\"/><span>23Q2 Investor Presentation</span></p><h2 id=\"id_1783532176\">Valuation</h2><p>I have chosen three other prominent players in the e-commerce business worldwide, that are similar to Alibaba, to compare various valuation metrics. The first metric covers the price-to-sales ratio. JD.com (JD) is easily beating their peers, followed by Alibaba at 1.9x price-to-sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d4faeb4c3d80d6b1552a27568c05ad\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Further, when we move on to my favorite metric the free cash flow yield, we can see who has the strongest profitability and efficiencies. Alibaba is above and beyond the others with a free cash flow yield of 12%. The next peer is <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI), whose free cash flow yield is standing at a solid 6%. The worst performer by far is Amazon (AMZN), with a free cash flow yield of 0.2%.</p><p>When I was writing my article around <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) in November 2022, the free cash flow yield was at 8.5%. This was really exceptional for a business of that caliber. Since my article, Meta is up 170%, so who knows what will happen to Alibaba.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/671c3bd0ed9af7374bc8799e00766ef3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>In addition, Alibaba is even more undervalued compared to the peers based on EV-to-free cash flow. EV stands for enterprise value and this takes into account the market cap combined with total debt minus cash and cash equivalents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4489c04d21639a2aeae784d76943b1fd\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Despite, JD&#39;s large number of sales compared to their market cap, it is underperforming in profitability by quite a margin. Alibaba is once again the leader with profit margins of 9%, followed by 6% for MercadoLibre.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/faade79d9ade5b61198980476e4f02d6\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><h2 id=\"id_2574390991\">Balance Sheet</h2><p>Although Amazon has 5.8x times the market cap of Alibaba, Alibaba&#39;s cash and short term investments top those of the e-commerce king Amazon. Alibaba&#39;s cash and short-term investments were $75 billion in the latest earnings report and accounted for 31% of the current market cap. This liquidity can further enhance investments in business opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef8f21fdf29382ba230d26601e48b3f3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Alibaba&#39;s current ratio is almost reaching 2x and the total liabilities ($86 billion) are even lower than the current assets ($100 billion), showcasing the fortress balance sheet the company has amassed.</p><p>The balance sheet makes it possible to buy back shares of their own company at the discounted value it is trading at. During the fiscal year 2023, Alibaba repurchased almost $11 billion or 4.5% of shares outstanding. After the second quarter, the company has $16.3 billion remaining under the current share buyback program, or 6.6% of shares outstanding.</p><h2 id=\"id_3899631669\">Risks</h2><p>However, investors need to keep in mind that Alibaba has been identified by the SEC under the Holding Foreign Companies Accountable Act. This means the company will be delisted by 2024, if they do not show the right auditing under the rules of the United States.</p><p>In the annual report of Alibaba, you can find the following positive statement:</p><blockquote>Following that, on December 15, 2022, the PCAOB announced that it was able to secure complete access to inspect and investigate PCAOB-registered public accounting firms headquartered in Chinese mainland and Hong Kong in 2022. The PCAOB vacated its previous 2021 determinations that the PCAOB was unable to inspect or investigate completely registered public accounting firms headquartered in Chinese mainland and Hong Kong. For this reason, we do not expect to be identified as a Commission Identified Issuer following the filing of this annual report.</blockquote><p>The dual listing in Hong Kong lowers the risk of losing money must a delisting ever were to happen. Your shares could be converted into Hong Kong listed shares or you can re-buy your shares at the Hong Kong exchange yourself for a similar price, because the dual listing trades around the same price on the New York and Hong Kong exchange.</p><h2 id=\"id_3530803526\">Takeaway</h2><p>Few understand that the COVID-19 era has only recently ended in China, but more and more signs come in that China is ready to bounce back. The drop in Alibaba&#39;s share price was not completely risk driven and also partly justified in the drop of profitability and free cash flow after the incredible years of 2020 and 2021. The free cash flow generation is back on trend and is likely to go higher. Investors are known to exaggerate risks in a downtrend and Alibaba is no exception at all. Once the price recovers, supported by business performance and share buybacks, the risks we heard so loudly in 2021 and 2022 will play on the background.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b2226ea270a689d4aaa6bb2f4d5714a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>I rate Alibaba Group Holding Limited stock a &#34;Strong Buy&#34; around $100 a share. The company is fundamentally exceptional and undervalued compared to the closest peers. The management is shareholder friendly with strong support of share repurchases. Furthermore, Alibaba&#39;s restructuring is likely to lead to more focus, efficiencies and profitability in all the different segments. China is easing up regulatory moves on businesses, has cut interest rates and is expected to boost the economy with another stimulus. Positive momentum is building up, which seems to me like a great opportunity to start a position in one of China&#39;s best businesses out there.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Alibaba Q2: If You Are Not Buying Now, When Will You?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Q2: If You Are Not Buying Now, When Will You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4628155-alibaba-q2-if-you-are-not-buying-now-when-will-you><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba Group Holding Limited had a superb second quarter, surpassing expectations and showing re-accelerated sales growth and free cash flow generation.BABA stock is by far the cheapest in its...</p>\n\n<a href=\"https://seekingalpha.com/article/4628155-alibaba-q2-if-you-are-not-buying-now-when-will-you\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4628155-alibaba-q2-if-you-are-not-buying-now-when-will-you","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2359173728","content_text":"SummaryAlibaba Group Holding Limited had a superb second quarter, surpassing expectations and showing re-accelerated sales growth and free cash flow generation.BABA stock is by far the cheapest in its peer group and trades at a free cash flow yield of 12%.The company's balance sheet is a fortress, with 31% of the market cap in cash and short-term investments larger than that of Amazon.Free cash flow is silently moving closer to a new all-time high, while the stock price is back at prices of 6 years ago.Robert WayAlibaba Group Holding Limited (NYSE:BABA) has had a hard time ever since the failed IPO of the Ant Group in November 2020. Following the long-standing Covid-19 restrictions, the world's second largest economy, China, slowed down temporarily. However, Alibaba showed re-acceleration of sales growth in the second quarter, signaling a rebound in consumer spending. The stock price is yet to recover, while free cash flow is closing in on a new all-time high. As a result, extreme undervaluation is present in one of China's wide moat businesses.Data by YChartsBusiness OverviewAlibaba is a multinational conglomerate based in China and one of the world's largest e-commerce and technology companies. Founded in 1999 by Jack Ma, Alibaba has rapidly grown into a wide moat business with various segments, making it a prominent player in the global digital economy. Here's an overview of Alibaba's key businesses and operations:China Commerce:Taobao: Taobao is a consumer-to-consumer (C2C) online marketplace, akin to eBay. It allows individual sellers and small businesses to set up online shops and sell a wide range of products directly to consumers. Taobao's user-friendly interface and extensive product variety have made it immensely popular in China.Tmall: Tmall is a business-to-consumer (B2C) platform that hosts official storefronts for well-known brands and retailers. It ensures product authenticity and quality, which has helped build consumer trust. Tmall's setup is more structured and regulated compared to Taobao, making it a preferred choice for established brands looking to tap into the Chinese market.阿里1688: 1688's platform serves the Chinese domestic market and is focused on wholesale transactions.2. International Commerce:Alibaba.com serves as a global platform connecting businesses from around the world. Alibaba.com facilitates business-to-business (B2B) trade by connecting manufacturers, wholesalers, and suppliers with buyers internationally. The platform streamlines international trade by providing tools for communication, negotiation, and secure transactions.AliExpress: AliExpress is one of Alibaba's primary platforms for international commerce. AliExpress connects Chinese sellers with buyers from around the world, offering a wide range of products at competitive prices. Similar to Taobao, AliExpress primarily serves individual consumers and small businessesLazada: Lazada is another e-commerce business with the largest part of customers in Southeast Asia.3. Local Consumer Services:Ele.me: Ele.me is Alibaba's online delivery platform, connecting users with food and beverages, groceries, flowers and pharmaceutical products. Ele.me focuses on efficient last-mile delivery to ensure that orders reach customers quickly and fresh.AMAP: AMAP provides a range of location-based services, including digital maps, navigation, real-time traffic information, location-based search, and location-based advertising. AMAP's data and services can be integrated into other Alibaba services such as e-commerce platforms, ride-hailing apps,...4. Logistics and Supply Chain:Cainiao Network: Alibaba's logistics affiliate focuses on improving supply chain efficiency and providing advanced logistics solutions to support the company's e-commerce operations.5. Cloud Computing:Alibaba Cloud: Alibaba's cloud computing arm offers a comprehensive suite of cloud services, including computing power, storage, databases, analytics, and AI capabilities. It's a major player in the global cloud services market, competing with companies like Amazon Web Services (AWS) and Microsoft Azure.6. Digital Media and Entertainment:Alibaba Pictures: This segment focuses on film production, distribution, and entertainment-related investments.Youku Tudou: A prominent online video platform in China, often referred to as the \"YouTube of China.\" Alibaba acquired Youku Tudou to expand its digital media offerings.7. Digital Finance and Payments:Alipay: Initially launched as an online payment platform for Alibaba's e-commerce sites, Alipay has evolved into a comprehensive digital financial services platform. It offers services like mobile payments, money transfers, investment options, and credit services.Ant Group: Ant Group, which is for 33% owned by Alibaba, operates Alipay and provides a wide range of financial services, including wealth management, insurance, and lending.Alibaba Annual ReportThe first 6 business segments are soon to be split into 6 companies and will IPO separately, where each company will be run by its own CEO and board of directors. The size of Alibaba has increase a lot of over the last years and to let each segment run on full performance more agility is needed in the business.Superb Second QuarterAnalysts were skeptical about the results of Alibaba and got blown away by a large double beat. The company increased revenue by 14% year-over-year to $32.29 billion, which beat estimates by $1.08 billion. Earnings per share came in at $2.40 (up 48% year-over-over), compared to the estimates of $2.01.Alibaba saw re-accelerating growth in all of their segments. The Chinese market recovered from a 3% year-over-year decline to a 12% increase year-over-year. Noteworthy, international commerce grew 41% compared to 29% in the previous quarter. The cloud business also changed growth direction from a 2% decline in sales to 4% sales growth in Q2.The cloud business growth slowed down a lot, but the CEO Daniel Zhang mentioned this in the latest earnings call:I think if you look at the cloud landscape in China, I think the total cloud infra as a percentage of the IT infra still in a lower -- actually, in a relatively low percentage as compared to the U.S. peers. So we still -- we see still the huge potential first in this cloud infra penetration. Secondly, I think with this AI revolution, I think that this brings incremental opportunities, and because today, all the companies want to use our AI capabilities to upgrade their services and in their own application. So -- but they need a high computing -- high-performance computing power to support this operation, not only in today's training, but also in the influence services to be provided. So I think these two are, we believe, the primary growth engine for the long term.23Q2 Investor PresentationAlthough I am not a big fan of EBITDA or EBITA (also called earnings before everything), this is the only way to compare the profitability of the different segments provided by Alibaba. Alibaba's profitability is improving across the board with the Logistics and Digital Media business as two new contributors to positive EBITA. Furthermore, the Cloud business grew EBITA 106% year-over-year and the International Commerce is finally closer to becoming a profitable business.23Q2 Investor PresentationThe most outstanding news in the earnings report was the comeback of free cash flow growth. Partly boosted by lower CAPEX, the free cash flow increased 76% year-over-year, nearing the all-time high of free cash flow in 2021. The company remained focused on returning value to shareholders through $3 billion in share buybacks.23Q2 Investor PresentationValuationI have chosen three other prominent players in the e-commerce business worldwide, that are similar to Alibaba, to compare various valuation metrics. The first metric covers the price-to-sales ratio. JD.com (JD) is easily beating their peers, followed by Alibaba at 1.9x price-to-sales.Data by YChartsFurther, when we move on to my favorite metric the free cash flow yield, we can see who has the strongest profitability and efficiencies. Alibaba is above and beyond the others with a free cash flow yield of 12%. The next peer is MercadoLibre (MELI), whose free cash flow yield is standing at a solid 6%. The worst performer by far is Amazon (AMZN), with a free cash flow yield of 0.2%.When I was writing my article around Meta Platforms (META) in November 2022, the free cash flow yield was at 8.5%. This was really exceptional for a business of that caliber. Since my article, Meta is up 170%, so who knows what will happen to Alibaba.Data by YChartsIn addition, Alibaba is even more undervalued compared to the peers based on EV-to-free cash flow. EV stands for enterprise value and this takes into account the market cap combined with total debt minus cash and cash equivalents.Data by YChartsDespite, JD's large number of sales compared to their market cap, it is underperforming in profitability by quite a margin. Alibaba is once again the leader with profit margins of 9%, followed by 6% for MercadoLibre.Data by YChartsBalance SheetAlthough Amazon has 5.8x times the market cap of Alibaba, Alibaba's cash and short term investments top those of the e-commerce king Amazon. Alibaba's cash and short-term investments were $75 billion in the latest earnings report and accounted for 31% of the current market cap. This liquidity can further enhance investments in business opportunities.Data by YChartsAlibaba's current ratio is almost reaching 2x and the total liabilities ($86 billion) are even lower than the current assets ($100 billion), showcasing the fortress balance sheet the company has amassed.The balance sheet makes it possible to buy back shares of their own company at the discounted value it is trading at. During the fiscal year 2023, Alibaba repurchased almost $11 billion or 4.5% of shares outstanding. After the second quarter, the company has $16.3 billion remaining under the current share buyback program, or 6.6% of shares outstanding.RisksHowever, investors need to keep in mind that Alibaba has been identified by the SEC under the Holding Foreign Companies Accountable Act. This means the company will be delisted by 2024, if they do not show the right auditing under the rules of the United States.In the annual report of Alibaba, you can find the following positive statement:Following that, on December 15, 2022, the PCAOB announced that it was able to secure complete access to inspect and investigate PCAOB-registered public accounting firms headquartered in Chinese mainland and Hong Kong in 2022. The PCAOB vacated its previous 2021 determinations that the PCAOB was unable to inspect or investigate completely registered public accounting firms headquartered in Chinese mainland and Hong Kong. For this reason, we do not expect to be identified as a Commission Identified Issuer following the filing of this annual report.The dual listing in Hong Kong lowers the risk of losing money must a delisting ever were to happen. Your shares could be converted into Hong Kong listed shares or you can re-buy your shares at the Hong Kong exchange yourself for a similar price, because the dual listing trades around the same price on the New York and Hong Kong exchange.TakeawayFew understand that the COVID-19 era has only recently ended in China, but more and more signs come in that China is ready to bounce back. The drop in Alibaba's share price was not completely risk driven and also partly justified in the drop of profitability and free cash flow after the incredible years of 2020 and 2021. The free cash flow generation is back on trend and is likely to go higher. Investors are known to exaggerate risks in a downtrend and Alibaba is no exception at all. Once the price recovers, supported by business performance and share buybacks, the risks we heard so loudly in 2021 and 2022 will play on the background.Data by YChartsI rate Alibaba Group Holding Limited stock a \"Strong Buy\" around $100 a share. The company is fundamentally exceptional and undervalued compared to the closest peers. The management is shareholder friendly with strong support of share repurchases. Furthermore, Alibaba's restructuring is likely to lead to more focus, efficiencies and profitability in all the different segments. China is easing up regulatory moves on businesses, has cut interest rates and is expected to boost the economy with another stimulus. Positive momentum is building up, which seems to me like a great opportunity to start a position in one of China's best businesses out there.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}