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2022-03-19

Time to buy

Disney: Awakening The Sleeping Giant

2022-03-01

The loss didn't extend

Singapore Stock Market May Extend Monday's Losses

2022-02-17

Doesnt make sense, meet expectations, price still drop

Pre-Bell｜Futures Slip on Heightening Ukraine Tensions; Palantir Plunged 11% After Earnings

2022-01-26

He is already very rich

Elon Musk is about to get a lot richer

2022-06-30

Great time to buy

The Palantir Bottom

2022-06-22

May not be long

US STOCKS-Wall Street Gains Over 2% in Broad Rebound

2022-02-15

No damage so far today

Singapore Stock Market May Take Further Damage On Tuesday

2021-07-27

Be steady, dont panic

Hot Chinese concept stocks resumed downward in premarket trading

2023-10-28

Dont tink so

Could Nio Be a Millionaire-Maker Stock?

2022-05-19

Human are irrational

JD.Com Vs. Alibaba: Back To Fundamentals

2022-05-13

May dip further

Buy the Dip in Apple Amidst Supply Chain Woes

2022-02-27

The brave will be rewarded

3 Cybersecurity Stocks to Buy Right Now on Russia-Ukraine Fears

2022-02-21

Have nio and palantir, but will take it as a pinch of salt

4 No-Brainer Growth Stocks to Buy Amid the Tech Wreck

2023-11-09

Anything is possible

Can the Tesla Share Price Hit $300 Again?

2022-09-09

Because it had been down

Why Alibaba, Nio And Other Stocks Are Shooting Higher In Hong Kong Today

2022-06-24

Hope it lasts

Wall Street Posts Solid Gains, As Defensives, Tech Shine

2022-03-14

Not for the faint hearted

Alibaba Shares Fell Nearly 10% in Hong Kong Market, Tencent Fell Nearly 7%

2022-01-24

So easy? Haha

4 Stocks That Can Turn $100,000 Into $1 Million by 2030

2022-04-22

Hope so

Dear Berkshire Hathaway Stock Fans, Mark Your Calendars for a Huge Catalyst on April 30

2022-04-18

Shareholders can vote against delisting

DIDI Tumbled Over 22% in Premarket Trading

Go to Tiger App to see more news

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news","listText":"Old news","text":"Old news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331277366935776","repostId":"2454865436","repostType":4,"repost":{"id":"2454865436","pubTimestamp":1721876447,"share":"https://ttm.financial/m/news/2454865436?lang=&edition=fundamental","pubTime":"2024-07-25 11:00","market":"us","language":"en","title":"Alibaba: Too Cheap To Ignore","url":"https://stock-news.laohu8.com/highlight/detail?id=2454865436","media":"Seeking Alpha","summary":"Alibaba has followed the growth of China, which is now beginning to see the maturation of its e-commerce.However, the company has excellent margins and satisfactory results.P/E ratio below historical ","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba has followed the growth of China, which is now beginning to see the maturation of its e-commerce.</p></li><li><p>However, the company has excellent margins and satisfactory results.</p></li><li><p>P/E ratio below historical figures makes Alibaba a compelling investment opportunity.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/84b6aeab08dc480ef3a214462aadfcfd\" alt=\"Robert Way\" title=\"Robert Way\" tg-width=\"750\" tg-height=\"500\"/><span>Robert Way</span></p><h2 id=\"id_3898549945\">Investment Thesis</h2><p>I recommend buying Alibaba Group (NYSE:BABA) (OTCPK:BABAF) shares. China continues to be the leader in global e-commerce, and the Chinese company Alibaba is one of the main players in this market.</p><p>But despite its excellent margins, the valuation is extremely discounted. This is due to geopolitical risks, but in my opinion they are being overestimated given the company&#39;s business and geographic diversification.</p><h2 id=\"id_2644318502\">Introduction</h2><p>Projections indicate that the e-commerce market should reach $5.14 trillion by the end of 2024, and is expected to show a CAGR of 15% between 2019 and 2024. China remains the leader in this market, representing more than 50% of all e-commerce sales in the world.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e75bd64727935aae2614deb76cf7def\" alt=\"E-Commerce Market (Statista)\" title=\"E-Commerce Market (Statista)\" tg-width=\"640\" tg-height=\"559\"/><span>E-Commerce Market (Statista)</span></p><p>The market is forecast to reach $3.3 trillion in 2025, with Alibaba being the pioneering and most relevant company in e-commerce to date, which supports my recommendation to buy. Let&#39;s learn a little more about the history of Alibaba and its business model below.</p><h2 id=\"id_425806553\">History And Business Model</h2><p>Alibaba was founded in 1999 by Jack Ma, and then I brought up the company&#39;s timeline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e75126f0f15e7900aa64afeeac4e54a\" alt=\"EcomCrew (Timeline)\" title=\"EcomCrew (Timeline)\" tg-width=\"640\" tg-height=\"422\"/><span>EcomCrew (Timeline)</span></p><p>The business model is similar to that of Amazon (NASDAQ:AMZN), however, the company divides its business into several subsidiaries, as we will see below in the breakdown of its revenues.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f876d65c2f8b851f2aa57ffbd4b579a\" alt=\"Alibaba Revenue Breakdown (Investopedia)\" title=\"Alibaba Revenue Breakdown (Investopedia)\" tg-width=\"578\" tg-height=\"349\"/><span>Alibaba Revenue Breakdown (Investopedia)</span></p><p>Let’s better understand each segment of the business:</p><h3 id=\"id_3379697306\">Taobao and Tmall Group</h3><p>Taobao is a platform whose business model is based on selling advertising. Sellers pay for advertisements to increase the visibility of their products. Tmall is B2C, that is, aimed at large brands, and monetizes by charging commissions per sale. These segments represent around 43% of the company&#39;s revenue and have an operating margin of 46%.</p><h3 id=\"id_4169506896\">Cloud Intelligence Group</h3><p>Alibaba Cloud is the cloud computing segment, where the company offers data storage, big data, and AI solutions in a subscription-based compensation model. This segment corresponds to 10% of the company&#39;s revenue and has an operating margin of 8.4%.</p><h3 id=\"id_1373801151\">International and Digital Commerce Group</h3><p>In this segment, we have AliExpress, Trendyol, Lazada and Alibaba. AliExpress is a B2C platform, that is, it allows consumers to buy products from local manufacturers, and the platform is remunerated with commissions, advertising, logistics and support. Alibaba is similar to AliExpress, but it is B2B.</p><p>Trendyol and Lazada represent the company&#39;s international expansion. Lazada focuses on Southeast Asia, being one of the most relevant e-commerce in the region, while Trendyol has a greater focus on Turkey. The international segments represent 10% of revenue and have an operational margin of -11%.</p><h3 id=\"id_3048247864\">Cainiao</h3><p>Finally, among the most relevant businesses is Cainiao, which has 10% relevance to the company&#39;s revenues and has an operating margin of 3.3%. This segment is responsible for storage, delivery, and transport services in more than 200 countries.</p><p>In my opinion, this diversification of businesses and geographies strengthens Alibaba&#39;s business model, corroborating my purchase recommendation. However, I believe it is more viable to compare Alibaba with its global competitors, Amazon, <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NYSE:MELI) and Sea (NYSE:SE). Therefore, I will do a comparative analysis of the fundamentals of major global retailers below.</p><h2 id=\"id_1660849932\">Alibaba Fundamentals</h2><p>Below, we have a financial analysis of Alibaba against its competitors around the world.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>Ticker</p></td><td style=\"text-align:left;\"><p>BABA</p></td><td style=\"text-align:left;\"><p>AMZN</p></td><td style=\"text-align:left;\"><p>SE</p></td><td style=\"text-align:left;\"><p>MELI</p></td></tr><tr><td style=\"text-align:left;\"><p>Country</p></td><td style=\"text-align:left;\"><p>China</p></td><td style=\"text-align:left;\"><p>USA</p></td><td style=\"text-align:left;\"><p>Singapore</p></td><td style=\"text-align:left;\"><p>Argentina</p></td></tr><tr><td style=\"text-align:left;\"><p>Market Cap</p></td><td style=\"text-align:left;\"><p>$185B</p></td><td style=\"text-align:left;\"><p>$2T</p></td><td style=\"text-align:left;\"><p>$41B</p></td><td style=\"text-align:left;\"><p>$88B</p></td></tr><tr><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>$30B</p></td><td style=\"text-align:left;\"><p>$143B</p></td><td style=\"text-align:left;\"><p>$3.7B</p></td><td style=\"text-align:left;\"><p>$4.3</p></td></tr><tr><td style=\"text-align:left;\"><p>Revenue Growth 5 Years [CAGR]</p></td><td style=\"text-align:left;\"><p>20%</p></td><td style=\"text-align:left;\"><p>20%</p></td><td style=\"text-align:left;\"><p>68%</p></td><td style=\"text-align:left;\"><p>58%</p></td></tr><tr><td style=\"text-align:left;\"><p>EBITDA Margin</p></td><td style=\"text-align:left;\"><p>19%</p></td><td style=\"text-align:left;\"><p>16%</p></td><td style=\"text-align:left;\"><p>4%</p></td><td style=\"text-align:left;\"><p>18%</p></td></tr><tr><td style=\"text-align:left;\"><p>Net Income Margin</p></td><td style=\"text-align:left;\"><p>8.5%</p></td><td style=\"text-align:left;\"><p>6.3%</p></td><td style=\"text-align:left;\"><p>0.3%</p></td><td style=\"text-align:left;\"><p>7.2%</p></td></tr><tr><td style=\"text-align:left;\"><p>ROE</p></td><td style=\"text-align:left;\"><p>6.3%</p></td><td style=\"text-align:left;\"><p>20%</p></td><td style=\"text-align:left;\"><p>0.8%</p></td><td style=\"text-align:left;\"><p>41%</p></td></tr></tbody></table><p>Amazon and Alibaba have had equal revenue growth over the last 5 years; however, the magnitude of Amazon&#39;s revenue is much greater, which shows that the American company has been dealing better with the &#34;pains&#34; of growth.</p><p>However, I highlight Alibaba&#39;s extremely attractive level of EBITDA and net margin against its competitors. This shows that the company did not give up profitability to grow and corroborates my investment thesis. But is this in the price?</p><h2 id=\"id_4085845064\">Valuation Is Extremely Attractive</h2><p>To carry out the company&#39;s valuation, I will use the comparative valuation method with P/E and PEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0c10168418a94ee9e48a5abfb328209e\" alt=\"P/E and PEG (Seeking Alpha)\" title=\"P/E and PEG (Seeking Alpha)\" tg-width=\"418\" tg-height=\"185\"/><span>P/E and PEG (Seeking Alpha)</span></p><p>The company presents a relevant discount to peers in both P/E and PEG. The companies&#39; average P/E multiple is 38x, well above Alibaba. Therefore, we will base ourselves on the PEG, which considers the company&#39;s growth.</p><p>In this case, we have an average of 1.33x PEG, which implies a sensible upside potential of 37% for the shares, corroborating my recommendation to buy. Now, let&#39;s see what Seeking Alpha&#39;s Quant tools tell us.</p><h2 id=\"id_1952384929\">Alibaba According To Quant Rating And Factor Grades</h2><p>Below we have the grades, where the company earns an excellent grade only in profitability.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e4c59a7de1cb41b8cdddca8c1f6f428\" alt=\"Quant Rating And Factor Grades (Seeking Alpha)\" title=\"Quant Rating And Factor Grades (Seeking Alpha)\" tg-width=\"640\" tg-height=\"183\"/><span>Quant Rating And Factor Grades (Seeking Alpha)</span></p><p>The Quant Rating recommendation is to hold the shares. This is due to the valuation grade, which I, personally, don&#39;t agree with, as I showed in the chapter above. However, the terrible growth rating draws attention, and I will discuss this in depth in the risks chapter, but first let&#39;s check what the company&#39;s latest results have been like.</p><h2 id=\"id_3561014253\">Latest Earnings Results</h2><p>Alibaba released good results in 1Q24, even beating market revenue estimates, as we can see in the table below. Furthermore, Alibaba also repurchased $3.1 billion in common shares, another sign of how cheap the company&#39;s shares are, corroborating my recommendation to buy the shares.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/443c3ce5ecdff24dd6b784a2f49a1f93\" alt=\"Forecasts (Investing)\" title=\"Forecasts (Investing)\" tg-width=\"640\" tg-height=\"62\"/><span>Forecasts (Investing)</span></p><p>However, during the earnings conference call, when asked about the growth in customer management revenue, management advised analysts to be realistic with their projections due to the complex macroeconomic environment, and this brings me to the chapter on risks to the thesis.</p><h2 id=\"id_1139708273\">The Big Risk For The Thesis</h2><p>The big risk to the thesis is geopolitical issues that encompass the relationship between the United States, China, Taiwan and the upcoming presidential election.</p><p>It is important to remember that in his first term, Trump stated that he would honor the one-China policy, however what came after was a major Trade War with the Chinese.</p><p>In March 2018, tariffs were announced on Chinese imports worth $50 billion, and in July, the war intensified with new tariffs worth $34 billion, hitting Alibaba&#39;s business hard.</p><p>In 2019, Trump increased tariffs from 10% to 25% on $200 billion in Chinese products, and what has happened to Alibaba&#39;s share price since then?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c65e96adcf903504bb2c2a00a7c1cc5\" alt=\"Price (Seeking Alpha)\" title=\"Price (Seeking Alpha)\" tg-width=\"640\" tg-height=\"211\"/><span>Price (Seeking Alpha)</span></p><p>We saw the price drop from $300 to less than $100 per share. Therefore, with Trump&#39;s return in a scenario of even greater geopolitical instability than in his first term, there is a high chance of great volatility in stocks. Now, I will present other risks.</p><h2 id=\"id_4292157221\">Other Potential Threats To The Bullish Thesis</h2><p>Combined with the complex macroeconomic environment, even mentioned by the company&#39;s management, competition is increasingly aggressive. The company faces competition from Pinduoduo, with a business model focused on group purchases, and Douyin, focused on content and e-commerce.</p><p>Although the Chinese market is gigantic, it is starting to mature. Therefore, the customer acquisition cost for Alibaba has increased over time, although it is still 17% lower than Pinduoduo.</p><p>Finally, there is a perception that Alibaba and its competitors&#39; products are of low quality, which makes it difficult to achieve greater penetration in markets with high purchasing power, such as America and Europe. The risks to the thesis are diverse, and investors should be cautious when analyzing the company.</p><h2 id=\"id_1349122520\">The Bottom Line</h2><p>Despite the possibility of Trump&#39;s re-election, the company has taken several initiatives to diversify types of business and geographies, diversifying its business internationally and remaining competitive.</p><p>The company continues to be the leader in its market, and although China sees maturity in its market, this does not match the company&#39;s attractive valuation and margins.</p><p>Based on this analysis, I recommend buying Alibaba shares. Current prices suggest a dire scenario for the company compared to its peers. In my view, it has a great risk-return ratio.</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: Too Cheap To Ignore</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Too Cheap To Ignore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-25 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4706362-alibaba-too-cheap-to-ignore><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has followed the growth of China, which is now beginning to see the maturation of its e-commerce.However, the company has excellent margins and satisfactory results.P/E ratio below historical ...</p>\n\n<a href=\"https://seekingalpha.com/article/4706362-alibaba-too-cheap-to-ignore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0370786039.SGD":"Fidelity Greater China A-SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK1584":"蚂蚁金服概念","BK4527":"明星科技股","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK1501":"阿里概念股","BK4532":"文艺复兴科技持仓","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK4579":"人工智能","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK4524":"宅经济概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","BK4526":"热门中概股","09988":"阿里巴巴-W","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","BK1502":"双十一","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK1142":"互联网与直销零售","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BABA":"阿里巴巴","BK4085":"互动家庭娱乐"},"source_url":"https://seekingalpha.com/article/4706362-alibaba-too-cheap-to-ignore","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2454865436","content_text":"Alibaba has followed the growth of China, which is now beginning to see the maturation of its e-commerce.However, the company has excellent margins and satisfactory results.P/E ratio below historical figures makes Alibaba a compelling investment opportunity.Robert WayInvestment ThesisI recommend buying Alibaba Group (NYSE:BABA) (OTCPK:BABAF) shares. China continues to be the leader in global e-commerce, and the Chinese company Alibaba is one of the main players in this market.But despite its excellent margins, the valuation is extremely discounted. This is due to geopolitical risks, but in my opinion they are being overestimated given the company's business and geographic diversification.IntroductionProjections indicate that the e-commerce market should reach $5.14 trillion by the end of 2024, and is expected to show a CAGR of 15% between 2019 and 2024. China remains the leader in this market, representing more than 50% of all e-commerce sales in the world.E-Commerce Market (Statista)The market is forecast to reach $3.3 trillion in 2025, with Alibaba being the pioneering and most relevant company in e-commerce to date, which supports my recommendation to buy. Let's learn a little more about the history of Alibaba and its business model below.History And Business ModelAlibaba was founded in 1999 by Jack Ma, and then I brought up the company's timeline.EcomCrew (Timeline)The business model is similar to that of Amazon (NASDAQ:AMZN), however, the company divides its business into several subsidiaries, as we will see below in the breakdown of its revenues.Alibaba Revenue Breakdown (Investopedia)Let’s better understand each segment of the business:Taobao and Tmall GroupTaobao is a platform whose business model is based on selling advertising. Sellers pay for advertisements to increase the visibility of their products. Tmall is B2C, that is, aimed at large brands, and monetizes by charging commissions per sale. These segments represent around 43% of the company's revenue and have an operating margin of 46%.Cloud Intelligence GroupAlibaba Cloud is the cloud computing segment, where the company offers data storage, big data, and AI solutions in a subscription-based compensation model. This segment corresponds to 10% of the company's revenue and has an operating margin of 8.4%.International and Digital Commerce GroupIn this segment, we have AliExpress, Trendyol, Lazada and Alibaba. AliExpress is a B2C platform, that is, it allows consumers to buy products from local manufacturers, and the platform is remunerated with commissions, advertising, logistics and support. Alibaba is similar to AliExpress, but it is B2B.Trendyol and Lazada represent the company's international expansion. Lazada focuses on Southeast Asia, being one of the most relevant e-commerce in the region, while Trendyol has a greater focus on Turkey. The international segments represent 10% of revenue and have an operational margin of -11%.CainiaoFinally, among the most relevant businesses is Cainiao, which has 10% relevance to the company's revenues and has an operating margin of 3.3%. This segment is responsible for storage, delivery, and transport services in more than 200 countries.In my opinion, this diversification of businesses and geographies strengthens Alibaba's business model, corroborating my purchase recommendation. However, I believe it is more viable to compare Alibaba with its global competitors, Amazon, MercadoLibre (NYSE:MELI) and Sea (NYSE:SE). Therefore, I will do a comparative analysis of the fundamentals of major global retailers below.Alibaba FundamentalsBelow, we have a financial analysis of Alibaba against its competitors around the world.TickerBABAAMZNSEMELICountryChinaUSASingaporeArgentinaMarket Cap$185B$2T$41B$88BRevenue$30B$143B$3.7B$4.3Revenue Growth 5 Years [CAGR]20%20%68%58%EBITDA Margin19%16%4%18%Net Income Margin8.5%6.3%0.3%7.2%ROE6.3%20%0.8%41%Amazon and Alibaba have had equal revenue growth over the last 5 years; however, the magnitude of Amazon's revenue is much greater, which shows that the American company has been dealing better with the \"pains\" of growth.However, I highlight Alibaba's extremely attractive level of EBITDA and net margin against its competitors. This shows that the company did not give up profitability to grow and corroborates my investment thesis. But is this in the price?Valuation Is Extremely AttractiveTo carry out the company's valuation, I will use the comparative valuation method with P/E and PEG.P/E and PEG (Seeking Alpha)The company presents a relevant discount to peers in both P/E and PEG. The companies' average P/E multiple is 38x, well above Alibaba. Therefore, we will base ourselves on the PEG, which considers the company's growth.In this case, we have an average of 1.33x PEG, which implies a sensible upside potential of 37% for the shares, corroborating my recommendation to buy. Now, let's see what Seeking Alpha's Quant tools tell us.Alibaba According To Quant Rating And Factor GradesBelow we have the grades, where the company earns an excellent grade only in profitability.Quant Rating And Factor Grades (Seeking Alpha)The Quant Rating recommendation is to hold the shares. This is due to the valuation grade, which I, personally, don't agree with, as I showed in the chapter above. However, the terrible growth rating draws attention, and I will discuss this in depth in the risks chapter, but first let's check what the company's latest results have been like.Latest Earnings ResultsAlibaba released good results in 1Q24, even beating market revenue estimates, as we can see in the table below. Furthermore, Alibaba also repurchased $3.1 billion in common shares, another sign of how cheap the company's shares are, corroborating my recommendation to buy the shares.Forecasts (Investing)However, during the earnings conference call, when asked about the growth in customer management revenue, management advised analysts to be realistic with their projections due to the complex macroeconomic environment, and this brings me to the chapter on risks to the thesis.The Big Risk For The ThesisThe big risk to the thesis is geopolitical issues that encompass the relationship between the United States, China, Taiwan and the upcoming presidential election.It is important to remember that in his first term, Trump stated that he would honor the one-China policy, however what came after was a major Trade War with the Chinese.In March 2018, tariffs were announced on Chinese imports worth $50 billion, and in July, the war intensified with new tariffs worth $34 billion, hitting Alibaba's business hard.In 2019, Trump increased tariffs from 10% to 25% on $200 billion in Chinese products, and what has happened to Alibaba's share price since then?Price (Seeking Alpha)We saw the price drop from $300 to less than $100 per share. Therefore, with Trump's return in a scenario of even greater geopolitical instability than in his first term, there is a high chance of great volatility in stocks. Now, I will present other risks.Other Potential Threats To The Bullish ThesisCombined with the complex macroeconomic environment, even mentioned by the company's management, competition is increasingly aggressive. The company faces competition from Pinduoduo, with a business model focused on group purchases, and Douyin, focused on content and e-commerce.Although the Chinese market is gigantic, it is starting to mature. Therefore, the customer acquisition cost for Alibaba has increased over time, although it is still 17% lower than Pinduoduo.Finally, there is a perception that Alibaba and its competitors' products are of low quality, which makes it difficult to achieve greater penetration in markets with high purchasing power, such as America and Europe. The risks to the thesis are diverse, and investors should be cautious when analyzing the company.The Bottom LineDespite the possibility of Trump's re-election, the company has taken several initiatives to diversify types of business and geographies, diversifying its business internationally and remaining competitive.The company continues to be the leader in its market, and although China sees maturity in its market, this does not match the company's attractive valuation and margins.Based on this analysis, I recommend buying Alibaba shares. Current prices suggest a dire scenario for the company compared to its peers. In my view, it has a great risk-return ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247416615354584,"gmtCreate":1701442371633,"gmtModify":1701442375953,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Doesn't matter what you say. Mr market has his way","listText":"Doesn't matter what you say. Mr market has his way","text":"Doesn't matter what you say. Mr market has his way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247416615354584","repostId":"1117142414","repostType":2,"repost":{"id":"1117142414","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1701400454,"share":"https://ttm.financial/m/news/1117142414?lang=&edition=fundamental","pubTime":"2023-12-01 11:14","market":"hk","language":"zh","title":"\"市场没有看清阿里全貌\"？瑞银、高盛等纷纷\"力挺\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1117142414","media":"券商中国","summary":"部分国际投行认为，市场对阿里巴巴“没有看清全貌”，并强调淘宝天猫用户为先和价格力策略已初见成效，正在形成用户、商家和平台之间增长正循环。不过，受到宏观环境和公司业务上市计划调整等影响，阿里巴巴股价出现连续下跌。对此，瑞银在11月27日报告中表示，市场对于业绩外的因素过于关注，却没能看清全貌，反应过度。","content":"<html><head></head><body><p>本周以来，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>等多家华尔街投行连续发布研报，重申<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>“买入”评级。</p><p style=\"text-align: justify;\">部分国际投行认为，市场对阿里巴巴“没有看清全貌”，并强调淘宝天猫用户为先和价格力策略已初见成效，正在形成用户、商家和平台之间增长正循环。</p><p><strong>阿里股价波动较大</strong></p><p style=\"text-align: justify;\">本月中，阿里巴巴集团公布了2024财年第二季度业绩，收入增长9%，经调整EBITA同比增长18%，超市场预期。其中，淘天集团客户管理收入（CMR）和经调整EBITA同比均实现增长，利润达到64.5亿美元，同样高于市场预期。</p><p style=\"text-align: justify;\">不过，受到宏观环境和公司业务上市计划调整等影响，阿里巴巴股价出现连续下跌。对此，瑞银在11月27日报告中表示，市场对于业绩外的因素过于关注，却没能看清全貌，反应过度。</p><p style=\"text-align: justify;\">瑞银认为，即使只考虑资本回报率，阿里巴巴的股价也十分诱人，并特别提到淘宝天猫对用户和价格力的投入，已经形成“正循环”，为未来持续增长奠定了关键基础。</p><p style=\"text-align: justify;\">瑞银表示，上个季度中，由于商家数量增多、价格竞争力增强以及更加丰富的内容供给，淘宝的日活跃用户数（DAU）、用户时长以及订单数量均实现快速增长。虽然由于高性价比商品的增加，成交额（GMV）增长相对较慢，但是这其实是淘宝价格力战略见效的结果。</p><p style=\"text-align: justify;\">“我们将其视为阿里巴巴成功执行其价格竞争策略的结果，以提供更好的产品组合给客户。长期来看，这对阿里巴巴的用户心智应该是积极的。”</p><p><strong>淘天GMV逐步赶上</strong></p><p style=\"text-align: justify;\">瑞银同时指出，随着用户份额和订单份额的增加，以及用户转化率提高，淘宝天猫GMV将逐步赶上，这将与淘宝的用户、商家、订单和收入相互带动。瑞银认为，“关键是以用户为中心，建立繁荣的生态系统并利用技术推动增长。丰富的多样的货币化产品可以为用户、商家和平台创造一个良性的循环。”</p><p style=\"text-align: justify;\">数据显示，刚刚结束的2023年天猫双11中，不仅GMV再创新高，订单数、用户规模、商家规模也呈现出良性循环的特点。</p><p style=\"text-align: justify;\">第三方机构QuestMobile数据显示，10月30日至11月3日，淘宝APP日活跃用户数连续4天突破5亿。</p><p style=\"text-align: justify;\">由于淘天集团正处在战略变革的关键时期，市场机构普遍认为，相对于短期营收增长，用户、商家、订单等指标更加重要，更代表长期增长潜力。高盛在23日的研报中同样发布了类似看法，并且对于淘宝天猫广告收入继续增长表示乐观，“我们注意到，本季度用户、用户购买频率和订单量等指标均有所改善，其中中小企业商家尤其是新加入的商家更愿意采用广告工具”。</p><p style=\"text-align: justify;\">此外，高盛对商家进行的独立调研访谈也显示，淘宝天猫最新推出营销工具，不仅能帮助商家提高营销效率，并且提升了中小型企业在淘宝投放的意愿。高盛认为，虽然由于中小商家的佣金费率低等原因，会拉低淘宝天猫的短期营收， 但是由于业务总量的增加，最终会抵消短期负面影响。</p><p><strong>坚定互联网消费平台定位</strong></p><p style=\"text-align: justify;\">阿里巴巴集团CEO吴泳铭在11月16日财报分析师电话会上表示，淘宝要坚定地做综合性平台，满足最大消费者群体的多层次需求以提高购买频次。</p><p style=\"text-align: justify;\"><strong>在面向未来三年的战略周期中，淘宝天猫将进一步明确业务优先级——用户为先。同时，吴泳铭还明确，淘宝将坚持互联网消费平台的定位，“并不将自己定位成零售公司”。淘宝会将用户购买频次而不是GMV作为平台经营的最关键目标。</strong></p><p style=\"text-align: justify;\">此外，淘宝将执行一个APP内多层次市场策略和价格力策略。吴泳铭认为，淘宝作为一个超级APP，有能力容纳从品牌到白牌的多个商品分层以及多重价值主张，通过AI技术和运营模式的迭代，将淘宝打造为一个包容多元化市场的消费APP，并将价格力作为贯穿各层次商品的核心策略。</p><p style=\"text-align: justify;\">根据高盛中国互联网月度跟踪报告，淘宝APP的日活跃用户已经连续九个月实现同比增长，显示出其 “用户为先”战略的初步成效，与此同时，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>日活跃用户数则连续八个月下降，10月同比下降15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86083b35e10e9a317b8c9cff8861f15\" alt=\"图表来源：高盛中国互联网月度跟踪报告\" title=\"图表来源：高盛中国互联网月度跟踪报告\" tg-width=\"604\" tg-height=\"746\"/><span>图表来源：高盛中国互联网月度跟踪报告</span></p><p style=\"text-align: center;\"></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>\"市场没有看清阿里全貌\"？瑞银、高盛等纷纷\"力挺\"</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; 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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\">\n\"市场没有看清阿里全貌\"？瑞银、高盛等纷纷\"力挺\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2023-12-01 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周以来，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>等多家华尔街投行连续发布研报，重申<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>“买入”评级。</p><p style=\"text-align: justify;\">部分国际投行认为，市场对阿里巴巴“没有看清全貌”，并强调淘宝天猫用户为先和价格力策略已初见成效，正在形成用户、商家和平台之间增长正循环。</p><p><strong>阿里股价波动较大</strong></p><p style=\"text-align: justify;\">本月中，阿里巴巴集团公布了2024财年第二季度业绩，收入增长9%，经调整EBITA同比增长18%，超市场预期。其中，淘天集团客户管理收入（CMR）和经调整EBITA同比均实现增长，利润达到64.5亿美元，同样高于市场预期。</p><p style=\"text-align: justify;\">不过，受到宏观环境和公司业务上市计划调整等影响，阿里巴巴股价出现连续下跌。对此，瑞银在11月27日报告中表示，市场对于业绩外的因素过于关注，却没能看清全貌，反应过度。</p><p style=\"text-align: justify;\">瑞银认为，即使只考虑资本回报率，阿里巴巴的股价也十分诱人，并特别提到淘宝天猫对用户和价格力的投入，已经形成“正循环”，为未来持续增长奠定了关键基础。</p><p style=\"text-align: justify;\">瑞银表示，上个季度中，由于商家数量增多、价格竞争力增强以及更加丰富的内容供给，淘宝的日活跃用户数（DAU）、用户时长以及订单数量均实现快速增长。虽然由于高性价比商品的增加，成交额（GMV）增长相对较慢，但是这其实是淘宝价格力战略见效的结果。</p><p style=\"text-align: justify;\">“我们将其视为阿里巴巴成功执行其价格竞争策略的结果，以提供更好的产品组合给客户。长期来看，这对阿里巴巴的用户心智应该是积极的。”</p><p><strong>淘天GMV逐步赶上</strong></p><p style=\"text-align: justify;\">瑞银同时指出，随着用户份额和订单份额的增加，以及用户转化率提高，淘宝天猫GMV将逐步赶上，这将与淘宝的用户、商家、订单和收入相互带动。瑞银认为，“关键是以用户为中心，建立繁荣的生态系统并利用技术推动增长。丰富的多样的货币化产品可以为用户、商家和平台创造一个良性的循环。”</p><p style=\"text-align: justify;\">数据显示，刚刚结束的2023年天猫双11中，不仅GMV再创新高，订单数、用户规模、商家规模也呈现出良性循环的特点。</p><p style=\"text-align: justify;\">第三方机构QuestMobile数据显示，10月30日至11月3日，淘宝APP日活跃用户数连续4天突破5亿。</p><p style=\"text-align: justify;\">由于淘天集团正处在战略变革的关键时期，市场机构普遍认为，相对于短期营收增长，用户、商家、订单等指标更加重要，更代表长期增长潜力。高盛在23日的研报中同样发布了类似看法，并且对于淘宝天猫广告收入继续增长表示乐观，“我们注意到，本季度用户、用户购买频率和订单量等指标均有所改善，其中中小企业商家尤其是新加入的商家更愿意采用广告工具”。</p><p style=\"text-align: justify;\">此外，高盛对商家进行的独立调研访谈也显示，淘宝天猫最新推出营销工具，不仅能帮助商家提高营销效率，并且提升了中小型企业在淘宝投放的意愿。高盛认为，虽然由于中小商家的佣金费率低等原因，会拉低淘宝天猫的短期营收， 但是由于业务总量的增加，最终会抵消短期负面影响。</p><p><strong>坚定互联网消费平台定位</strong></p><p style=\"text-align: justify;\">阿里巴巴集团CEO吴泳铭在11月16日财报分析师电话会上表示，淘宝要坚定地做综合性平台，满足最大消费者群体的多层次需求以提高购买频次。</p><p style=\"text-align: justify;\"><strong>在面向未来三年的战略周期中，淘宝天猫将进一步明确业务优先级——用户为先。同时，吴泳铭还明确，淘宝将坚持互联网消费平台的定位，“并不将自己定位成零售公司”。淘宝会将用户购买频次而不是GMV作为平台经营的最关键目标。</strong></p><p style=\"text-align: justify;\">此外，淘宝将执行一个APP内多层次市场策略和价格力策略。吴泳铭认为，淘宝作为一个超级APP，有能力容纳从品牌到白牌的多个商品分层以及多重价值主张，通过AI技术和运营模式的迭代，将淘宝打造为一个包容多元化市场的消费APP，并将价格力作为贯穿各层次商品的核心策略。</p><p style=\"text-align: justify;\">根据高盛中国互联网月度跟踪报告，淘宝APP的日活跃用户已经连续九个月实现同比增长，显示出其 “用户为先”战略的初步成效，与此同时，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>日活跃用户数则连续八个月下降，10月同比下降15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86083b35e10e9a317b8c9cff8861f15\" alt=\"图表来源：高盛中国互联网月度跟踪报告\" title=\"图表来源：高盛中国互联网月度跟踪报告\" tg-width=\"604\" tg-height=\"746\"/><span>图表来源：高盛中国互联网月度跟踪报告</span></p><p style=\"text-align: center;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f0b3d6d6ab6c80d56cf242c3d1a0aa88","relate_stocks":{"BK4588":"碎股","09988":"阿里巴巴-W","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4552":"Archegos爆仓风波概念","BABA":"阿里巴巴","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4127":"投资银行业与经纪业"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117142414","content_text":"本周以来，瑞银、高盛等多家华尔街投行连续发布研报，重申阿里巴巴“买入”评级。部分国际投行认为，市场对阿里巴巴“没有看清全貌”，并强调淘宝天猫用户为先和价格力策略已初见成效，正在形成用户、商家和平台之间增长正循环。阿里股价波动较大本月中，阿里巴巴集团公布了2024财年第二季度业绩，收入增长9%，经调整EBITA同比增长18%，超市场预期。其中，淘天集团客户管理收入（CMR）和经调整EBITA同比均实现增长，利润达到64.5亿美元，同样高于市场预期。不过，受到宏观环境和公司业务上市计划调整等影响，阿里巴巴股价出现连续下跌。对此，瑞银在11月27日报告中表示，市场对于业绩外的因素过于关注，却没能看清全貌，反应过度。瑞银认为，即使只考虑资本回报率，阿里巴巴的股价也十分诱人，并特别提到淘宝天猫对用户和价格力的投入，已经形成“正循环”，为未来持续增长奠定了关键基础。瑞银表示，上个季度中，由于商家数量增多、价格竞争力增强以及更加丰富的内容供给，淘宝的日活跃用户数（DAU）、用户时长以及订单数量均实现快速增长。虽然由于高性价比商品的增加，成交额（GMV）增长相对较慢，但是这其实是淘宝价格力战略见效的结果。“我们将其视为阿里巴巴成功执行其价格竞争策略的结果，以提供更好的产品组合给客户。长期来看，这对阿里巴巴的用户心智应该是积极的。”淘天GMV逐步赶上瑞银同时指出，随着用户份额和订单份额的增加，以及用户转化率提高，淘宝天猫GMV将逐步赶上，这将与淘宝的用户、商家、订单和收入相互带动。瑞银认为，“关键是以用户为中心，建立繁荣的生态系统并利用技术推动增长。丰富的多样的货币化产品可以为用户、商家和平台创造一个良性的循环。”数据显示，刚刚结束的2023年天猫双11中，不仅GMV再创新高，订单数、用户规模、商家规模也呈现出良性循环的特点。第三方机构QuestMobile数据显示，10月30日至11月3日，淘宝APP日活跃用户数连续4天突破5亿。由于淘天集团正处在战略变革的关键时期，市场机构普遍认为，相对于短期营收增长，用户、商家、订单等指标更加重要，更代表长期增长潜力。高盛在23日的研报中同样发布了类似看法，并且对于淘宝天猫广告收入继续增长表示乐观，“我们注意到，本季度用户、用户购买频率和订单量等指标均有所改善，其中中小企业商家尤其是新加入的商家更愿意采用广告工具”。此外，高盛对商家进行的独立调研访谈也显示，淘宝天猫最新推出营销工具，不仅能帮助商家提高营销效率，并且提升了中小型企业在淘宝投放的意愿。高盛认为，虽然由于中小商家的佣金费率低等原因，会拉低淘宝天猫的短期营收， 但是由于业务总量的增加，最终会抵消短期负面影响。坚定互联网消费平台定位阿里巴巴集团CEO吴泳铭在11月16日财报分析师电话会上表示，淘宝要坚定地做综合性平台，满足最大消费者群体的多层次需求以提高购买频次。在面向未来三年的战略周期中，淘宝天猫将进一步明确业务优先级——用户为先。同时，吴泳铭还明确，淘宝将坚持互联网消费平台的定位，“并不将自己定位成零售公司”。淘宝会将用户购买频次而不是GMV作为平台经营的最关键目标。此外，淘宝将执行一个APP内多层次市场策略和价格力策略。吴泳铭认为，淘宝作为一个超级APP，有能力容纳从品牌到白牌的多个商品分层以及多重价值主张，通过AI技术和运营模式的迭代，将淘宝打造为一个包容多元化市场的消费APP，并将价格力作为贯穿各层次商品的核心策略。根据高盛中国互联网月度跟踪报告，淘宝APP的日活跃用户已经连续九个月实现同比增长，显示出其 “用户为先”战略的初步成效，与此同时，拼多多日活跃用户数则连续八个月下降，10月同比下降15%。图表来源：高盛中国互联网月度跟踪报告","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247031012925504,"gmtCreate":1701348218023,"gmtModify":1701348224959,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Its eaier to short than long for this share","listText":"Its eaier to short than long for this share","text":"Its eaier to short than long for this share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247031012925504","repostId":"2387482721","repostType":2,"repost":{"id":"2387482721","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":1701313294,"share":"https://ttm.financial/m/news/2387482721?lang=&edition=fundamental","pubTime":"2023-11-30 11:01","market":"hk","language":"en","title":"Alibaba Stock Drops. A Rival's Success Might Act as a Call for Action","url":"https://stock-news.laohu8.com/highlight/detail?id=2387482721","media":"Dow Jones","summary":"When things are going badly for you, the last thing you want to hear is a neighbor talking about how well they're doing. That's roughly the situation Alibaba finds itself in with respect to Chinese internet peer PDD Holdings.Alibaba is struggling to reassure investors about its strategy after dramatically abandoning a plan to spin off its cloud unit, apparently hit by U.S. controls on chip exports.Alibaba ADRs were down 2.6% at $74.74 in premarket trading Wednesday, having fallen 13% this year through Tuesday's close.Meanwhile, PDD, the owner of the Pinduoduo and Temu retail platforms, is wowing investors with its strong revenue growth, especially in the U.S. and other international markets.PDD's ADRs were down 0.5% in premarket trading, having risen 18% on Tuesday following its third-quarter earnings. Its American depositary receipts were up 70% this year through Tuesday's close.The feeling of divergence between the two Chinese e-commerce giants was reinforced by a post by Alibaba fou","content":"<html><head></head><body><p>When things are going badly for you, the last thing you want to hear is a neighbor talking about how well they&#39;re doing. That&#39;s roughly the situation Alibaba finds itself in with respect to Chinese internet peer PDD Holdings.</p><p>Alibaba is struggling to reassure investors about its strategy after dramatically abandoning a plan to spin off its cloud unit, apparently hit by U.S. controls on chip exports.</p><p>Alibaba ADRs were down 2.7% on Wednesday.</p><p>Meanwhile, PDD, the owner of the Pinduoduo and Temu retail platforms, is wowing investors with its strong revenue growth, especially in the U.S. and other international markets.</p><p>PDD&#39;s ADRs were up 1.96% on Wednesday following its third-quarter earnings.</p><p>The feeling of divergence between the two Chinese e-commerce giants was reinforced by a post by Alibaba founder Jack Ma on Wednesday in an internal staff forum, praising PDD&#39;s decision-making and execution but saying he was confident that Alibaba would change, in a comment seen by Barron&#39;s and translated using online tools.</p><p>Exactly what Ma&#39;s post means for Alibaba isn&#39;t clear. Ma is no longer involved in day-to-day running of Alibaba, having stepped down as chairman in 2019 and subsequently spent a period of months unreachable after Beijing regulators quashed plans for his fintech Ant Group to go public.</p><p>Alibaba stockholders will hope that it comes as a sign of determination to turn things round. Ma&#39;s post mentioned the promise of e-commerce powered by artificial intelligence, where Alibaba is aiming to stake out a leading position in the Chinese market.</p><p>However, it&#39;s not clear how well Alibaba can pursue its AI ambitions if it is prevented from buying the most advanced chips by U.S. restrictions. At the moment Alibaba seems to be mired in a price war with PDD&#39;s brands domestically, while struggling to match its explosive international growth -- that&#39;s a distinctly old fashioned type of retail competition and one it needs to get on top of quickly.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock Drops. A Rival's Success Might Act as a Call for Action</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 Stock Drops. A Rival's Success Might Act as a Call for Action\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\">2023-11-30 11:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>When things are going badly for you, the last thing you want to hear is a neighbor talking about how well they&#39;re doing. That&#39;s roughly the situation Alibaba finds itself in with respect to Chinese internet peer PDD Holdings.</p><p>Alibaba is struggling to reassure investors about its strategy after dramatically abandoning a plan to spin off its cloud unit, apparently hit by U.S. controls on chip exports.</p><p>Alibaba ADRs were down 2.7% on Wednesday.</p><p>Meanwhile, PDD, the owner of the Pinduoduo and Temu retail platforms, is wowing investors with its strong revenue growth, especially in the U.S. and other international markets.</p><p>PDD&#39;s ADRs were up 1.96% on Wednesday following its third-quarter earnings.</p><p>The feeling of divergence between the two Chinese e-commerce giants was reinforced by a post by Alibaba founder Jack Ma on Wednesday in an internal staff forum, praising PDD&#39;s decision-making and execution but saying he was confident that Alibaba would change, in a comment seen by Barron&#39;s and translated using online tools.</p><p>Exactly what Ma&#39;s post means for Alibaba isn&#39;t clear. Ma is no longer involved in day-to-day running of Alibaba, having stepped down as chairman in 2019 and subsequently spent a period of months unreachable after Beijing regulators quashed plans for his fintech Ant Group to go public.</p><p>Alibaba stockholders will hope that it comes as a sign of determination to turn things round. Ma&#39;s post mentioned the promise of e-commerce powered by artificial intelligence, where Alibaba is aiming to stake out a leading position in the Chinese market.</p><p>However, it&#39;s not clear how well Alibaba can pursue its AI ambitions if it is prevented from buying the most advanced chips by U.S. restrictions. At the moment Alibaba seems to be mired in a price war with PDD&#39;s brands domestically, while struggling to match its explosive international growth -- that&#39;s a distinctly old fashioned type of retail competition and one it needs to get on top of quickly.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BABA":"阿里巴巴","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0359201612.USD":"贝莱德中国基金A2","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4575":"芯片概念","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4509":"腾讯概念","PDD":"拼多多","09988":"阿里巴巴-W","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4501":"段永平概念","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4579":"人工智能","LU0048580855.USD":"富达大中华区A","LU0048597586.USD":"富达亚洲焦点A","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4503":"景林资产持仓","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","BK4502":"阿里概念","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4505":"高瓴资本持仓","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387482721","content_text":"When things are going badly for you, the last thing you want to hear is a neighbor talking about how well they're doing. That's roughly the situation Alibaba finds itself in with respect to Chinese internet peer PDD Holdings.Alibaba is struggling to reassure investors about its strategy after dramatically abandoning a plan to spin off its cloud unit, apparently hit by U.S. controls on chip exports.Alibaba ADRs were down 2.7% on Wednesday.Meanwhile, PDD, the owner of the Pinduoduo and Temu retail platforms, is wowing investors with its strong revenue growth, especially in the U.S. and other international markets.PDD's ADRs were up 1.96% on Wednesday following its third-quarter earnings.The feeling of divergence between the two Chinese e-commerce giants was reinforced by a post by Alibaba founder Jack Ma on Wednesday in an internal staff forum, praising PDD's decision-making and execution but saying he was confident that Alibaba would change, in a comment seen by Barron's and translated using online tools.Exactly what Ma's post means for Alibaba isn't clear. Ma is no longer involved in day-to-day running of Alibaba, having stepped down as chairman in 2019 and subsequently spent a period of months unreachable after Beijing regulators quashed plans for his fintech Ant Group to go public.Alibaba stockholders will hope that it comes as a sign of determination to turn things round. Ma's post mentioned the promise of e-commerce powered by artificial intelligence, where Alibaba is aiming to stake out a leading position in the Chinese market.However, it's not clear how well Alibaba can pursue its AI ambitions if it is prevented from buying the most advanced chips by U.S. restrictions. At the moment Alibaba seems to be mired in a price war with PDD's brands domestically, while struggling to match its explosive international growth -- that's a distinctly old fashioned type of retail competition and one it needs to get on top of quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242080697692168,"gmtCreate":1700138896341,"gmtModify":1700138900706,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Good news, yet share price goes down&nbsp;","listText":"Good news, yet share price goes down&nbsp;","text":"Good news, yet share price goes down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242080697692168","repostId":"2383253840","repostType":2,"repost":{"id":"2383253840","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1700138787,"share":"https://ttm.financial/m/news/2383253840?lang=&edition=fundamental","pubTime":"2023-11-16 20:46","market":"hk","language":"en","title":"Alibaba Group Holding Q2 Adj EPS $0.27, up 21% YoY, Sales $30.81B up 9% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=2383253840","media":"Benzinga","summary":"Alibaba Group Holding Q2 Adj EPS $0.27, up 21% YoY, Sales $30.81B up 9% YoY","content":"<html><body><p>Alibaba Group Holding Q2 Adj EPS $0.27, up 21% YoY, Sales $30.81B up 9% YoY</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Group Holding Q2 Adj EPS $0.27, up 21% YoY, Sales $30.81B up 9% YoY</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 Group Holding Q2 Adj EPS $0.27, up 21% YoY, Sales $30.81B up 9% YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-11-16 20:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Alibaba Group Holding Q2 Adj EPS $0.27, up 21% YoY, Sales $30.81B up 9% YoY</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://www.benzinga.com/news/earnings/23/11/35823222/alibaba-group-holding-q2-adj-eps-0-27-up-21-yoy-sales-30-81b-up-9-yoy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2383253840","content_text":"Alibaba Group Holding Q2 Adj EPS $0.27, up 21% YoY, Sales $30.81B up 9% YoY","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239536843714648,"gmtCreate":1699517433070,"gmtModify":1699517438274,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Anything is possible&nbsp;","listText":"Anything is possible&nbsp;","text":"Anything is possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239536843714648","repostId":"1177689888","repostType":4,"repost":{"id":"1177689888","pubTimestamp":1699517400,"share":"https://ttm.financial/m/news/1177689888?lang=&edition=fundamental","pubTime":"2023-11-09 16:10","market":"us","language":"en","title":"Can the Tesla Share Price Hit $300 Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177689888","media":"Motley Fool","summary":"The Tesla share price has had quite a year, more than doubling in 2023 so far. But can it return to the all-time high?Gordon Best takes a look.Image source: TeslaThere have been plenty of darlings of the stock market in recent years, but many would put Tesla  at the top of the list. The company has innovated and revolutionised the world of electric vehicles, AI, and energy technology, sending the Tesla share price up over 17,000% since its IPO in 2010. But is there still more growth ahead, or is","content":"<html><head></head><body><p>The Tesla share price has had quite a year, more than doubling in 2023 so far. But can it return to the all-time high? Gordon Best takes a look.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ed027f319f7a5d21dfb453f2e4b8f9c\" alt=\"Image source: Tesla\" title=\"Image source: Tesla\" tg-width=\"1200\" tg-height=\"675\"/><span>Image source: Tesla</span></p><p style=\"text-align: start;\">There have been plenty of darlings of the stock market in recent years, but many would put <strong>Tesla </strong>(NASDAQ:TSLA) at the top of the list. The company has innovated and revolutionised the world of electric vehicles, AI, and energy technology, sending the Tesla share price up over 17,000% since its IPO in 2010. But is there still more growth ahead, or is the excitement coming to an end?</p><h2 id=\"h-never-a-dull-moment\" style=\"text-align: start;\">Never a dull moment</h2><p style=\"text-align: start;\">Anyone who has owned Tesla shares knows this can be a volatile stock. Multiple factors, including CEO Elon Musk’s unpredictability, can influence the share price, so the performance of the company is only one variable to consider as an investor.</p><p style=\"text-align: start;\">However, with the company being a market leader, it has tremendous potential in EVs, alongside exploiting growing demand for battery technology and renewable energy solutions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/725bb16c827242c5a7d0a5c6b2b2ff1a\" tg-width=\"1193\" tg-height=\"626\"/></p><h2 id=\"h-is-it-fairly-valued\" style=\"text-align: start;\">Is it fairly valued?</h2><p style=\"text-align: start;\">For many investors, the key issue surrounding Tesla shares is the valuation. Hype is one factor that has sent the Tesla share price far higher than fair value. The price-to-earnings (P/E) ratio of 64.4 times is far above the sector average of 49.5 times, and a discounted cash flow calculation puts fair value at $190.12, suggesting the current price is 15% too high.</p><p style=\"text-align: start;\">However, we’ve seen far higher values for these metrics in the past, and with many exciting products on the horizon, and forecast annual earnings growth of 22%, it wouldn’t be a shock for the Tesla share price to continue upwards regardless.</p><h2 id=\"h-what-could-send-it-above-300\" style=\"text-align: start;\">What could send it above $300?</h2><p style=\"text-align: start;\">So what could push the price to $300? I’ve got four catalysts in mind:</p><p style=\"text-align: start;\">First, in the coming weeks, Tesla is expected to begin deliveries of its long-awaited Cybertruck. Described as an entirely new type of vehicle, with a unique design, this could spark a huge amount of excitement.</p><p style=\"text-align: start;\">AI could be key too. Tesla has also captured a tremendous quantity of data from its self-driving rollout in the US. At the latest earnings report, the company said over 150m miles had been driven using the technology. This has greatly refined the sophistication of it’s ‘Dojo’ supercomputer.</p><p style=\"text-align: start;\">With this system having potential to inform various products, such as autonomous taxis and robotics systems in the future, the company could become a major player in software.</p><p style=\"text-align: start;\">Economic improvement is a factor as well. Some analysts think central banks are reaching the end of interest rate hiking cycles. Questions remain about a recession, but investors may soon see the light at the end of the tunnel.</p><p style=\"text-align: start;\">Finally, new products could have an impact. A key driver to a sustainable future has long been identified as an EV priced below the average cost. If this could be progressed at Tesla, investors will likely get excited by the enormous market potential.</p><h2 id=\"h-what-are-the-risks\" style=\"text-align: start;\">What are the risks?</h2><p style=\"text-align: start;\">As noted, the story is rarely simple with the Tesla share price. Fears of a recession, Elon Musk’s other business ventures, and the ever-present valuation question could easily weigh on the share price.</p><h2 id=\"h-what-s-next\" style=\"text-align: start;\">What’s next?</h2><p style=\"text-align: start;\">I always look to the numbers when it comes to a complex company like Tesla. With vehicle production growing steadily, and constant innovation, I see a bright future for it. I suspect we’ll see the Tesla share price above $300 again in 2024, but with no shortage of drama along the way.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can the Tesla Share Price Hit $300 Again?</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\">\nCan the Tesla Share Price Hit $300 Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-09 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.co.uk/2023/11/08/can-the-tesla-share-price-hit-300-again/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Tesla share price has had quite a year, more than doubling in 2023 so far. But can it return to the all-time high? Gordon Best takes a look.Image source: TeslaThere have been plenty of darlings of...</p>\n\n<a href=\"https://www.fool.co.uk/2023/11/08/can-the-tesla-share-price-hit-300-again/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.co.uk/2023/11/08/can-the-tesla-share-price-hit-300-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177689888","content_text":"The Tesla share price has had quite a year, more than doubling in 2023 so far. But can it return to the all-time high? Gordon Best takes a look.Image source: TeslaThere have been plenty of darlings of the stock market in recent years, but many would put Tesla (NASDAQ:TSLA) at the top of the list. The company has innovated and revolutionised the world of electric vehicles, AI, and energy technology, sending the Tesla share price up over 17,000% since its IPO in 2010. But is there still more growth ahead, or is the excitement coming to an end?Never a dull momentAnyone who has owned Tesla shares knows this can be a volatile stock. Multiple factors, including CEO Elon Musk’s unpredictability, can influence the share price, so the performance of the company is only one variable to consider as an investor.However, with the company being a market leader, it has tremendous potential in EVs, alongside exploiting growing demand for battery technology and renewable energy solutions.Is it fairly valued?For many investors, the key issue surrounding Tesla shares is the valuation. Hype is one factor that has sent the Tesla share price far higher than fair value. The price-to-earnings (P/E) ratio of 64.4 times is far above the sector average of 49.5 times, and a discounted cash flow calculation puts fair value at $190.12, suggesting the current price is 15% too high.However, we’ve seen far higher values for these metrics in the past, and with many exciting products on the horizon, and forecast annual earnings growth of 22%, it wouldn’t be a shock for the Tesla share price to continue upwards regardless.What could send it above $300?So what could push the price to $300? I’ve got four catalysts in mind:First, in the coming weeks, Tesla is expected to begin deliveries of its long-awaited Cybertruck. Described as an entirely new type of vehicle, with a unique design, this could spark a huge amount of excitement.AI could be key too. Tesla has also captured a tremendous quantity of data from its self-driving rollout in the US. At the latest earnings report, the company said over 150m miles had been driven using the technology. This has greatly refined the sophistication of it’s ‘Dojo’ supercomputer.With this system having potential to inform various products, such as autonomous taxis and robotics systems in the future, the company could become a major player in software.Economic improvement is a factor as well. Some analysts think central banks are reaching the end of interest rate hiking cycles. Questions remain about a recession, but investors may soon see the light at the end of the tunnel.Finally, new products could have an impact. A key driver to a sustainable future has long been identified as an EV priced below the average cost. If this could be progressed at Tesla, investors will likely get excited by the enormous market potential.What are the risks?As noted, the story is rarely simple with the Tesla share price. Fears of a recession, Elon Musk’s other business ventures, and the ever-present valuation question could easily weigh on the share price.What’s next?I always look to the numbers when it comes to a complex company like Tesla. With vehicle production growing steadily, and constant innovation, I see a bright future for it. I suspect we’ll see the Tesla share price above $300 again in 2024, but with no shortage of drama along the way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236667841413328,"gmtCreate":1698815980136,"gmtModify":1698815984078,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Yeah been a buy rating for so long","listText":"Yeah been a buy rating for so long","text":"Yeah been a buy rating for so long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236667841413328","repostId":"2380668290","repostType":2,"repost":{"id":"2380668290","pubTimestamp":1698812135,"share":"https://ttm.financial/m/news/2380668290?lang=&edition=fundamental","pubTime":"2023-11-01 12:15","market":"fut","language":"en","title":"Alibaba’s Open Model and Cloud Technology: A Comprehensive Analysis and Strong Buy Recommendation","url":"https://stock-news.laohu8.com/highlight/detail?id=2380668290","media":"TIPRANKS","summary":"In a report released yesterday, Thomas Chong from Jefferies maintained a Buy rating on Alibaba (BABA – Research Report), with a price target of $18...","content":"<div>\n<p>In a report released yesterday, Thomas Chong from Jefferies maintained a Buy rating on Alibaba (BABA – Research Report), with a price target of $18...</p>\n\n<a href=\"https://www.tipranks.com/news/blurbs/alibabas-open-model-and-cloud-technology-a-comprehensive-analysis-and-strong-buy-recommendation?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba’s Open Model and Cloud Technology: A Comprehensive Analysis and Strong Buy Recommendation</title>\n<style 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}\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’s Open Model and Cloud Technology: A Comprehensive Analysis and Strong Buy Recommendation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-01 12:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/blurbs/alibabas-open-model-and-cloud-technology-a-comprehensive-analysis-and-strong-buy-recommendation?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a report released yesterday, Thomas Chong from Jefferies maintained a Buy rating on Alibaba (BABA – Research Report), with a price target of $18...</p>\n\n<a href=\"https://www.tipranks.com/news/blurbs/alibabas-open-model-and-cloud-technology-a-comprehensive-analysis-and-strong-buy-recommendation?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4558":"双十一","BK4587":"ChatGPT概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4575":"芯片概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4220":"综合零售","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BABA":"阿里巴巴","BK4538":"云计算","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4527":"明星科技股","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4588":"碎股","BK4579":"人工智能","BK4526":"热门中概股","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4502":"阿里概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4505":"高瓴资本持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4504":"桥水持仓","BK4581":"高盛持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4548":"巴美列捷福持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4565":"NFT概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","09988":"阿里巴巴-W","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4534":"瑞士信贷持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1051768304.USD":"贝莱德新兴市场股票收益A6"},"source_url":"https://www.tipranks.com/news/blurbs/alibabas-open-model-and-cloud-technology-a-comprehensive-analysis-and-strong-buy-recommendation?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380668290","content_text":"In a report released yesterday, Thomas Chong from Jefferies maintained a Buy rating on Alibaba (BABA – Research Report), with a price target of $18...","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235300902178928,"gmtCreate":1698479201762,"gmtModify":1698479206078,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Dont tink so","listText":"Dont tink so","text":"Dont tink so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235300902178928","repostId":"2378874718","repostType":4,"repost":{"id":"2378874718","pubTimestamp":1698452654,"share":"https://ttm.financial/m/news/2378874718?lang=&edition=fundamental","pubTime":"2023-10-28 08:24","market":"us","language":"en","title":"Could Nio Be a Millionaire-Maker Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2378874718","media":"InvestorPlace","summary":"While risky, NIO offers massive upside for long-term investors, as it can carve out a niche in the battery-swappable EV space.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nio’s</strong> (<strong><u>NIO</u></strong>) unique battery swapping model provides millionaire-maker potential, but there are caveats.</p></li><li><p>Consistent access to financing could fund Nio without massive dilution.</p></li><li><p>Continue reading to find out where NIO stock could be in five years!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d7b42b9949b37ee29b705de7a5db1b5\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: J1TTO / Shutterstock.com</p><p><strong>Nio</strong> (NYSE:<strong>NIO</strong>) has been on a rollercoaster ride in 2023, with massive price fluctuations seen in recent months. Naturally, investors may wonder whether Nio could generate exceptional returns like <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) or <strong>BYD</strong> (OTCMKTS:<strong>BYDDF</strong>) over the long-run. In my opinion, Nio certainly has considerable upside potential over the next 5-10 years. However, it also faces risks that may limit gains in the near term.</p><p>Gauging Nio’s potential will require a bit more discussion, and that’s what I will be doing today. Let’s dive in!</p><h2 id=\"id_3049873500\">NIO Stock: The Pros and the Cons</h2><p>Nio’s strong growth in deliveries is encouraging, with volumes continuing to climb over the long-run, despite the company’s 24% sequential decline in the latest quarter. Its unique battery-swapping stations also give Nio a competitive edge in China and Europe. Plus, Nio’s undervaluation relative to pre-revenue EV startups indicates that multi-bagger returns are possible.</p><p>However, Nio’s massive cash burn raises some concerns. The company’s net income was negative $844 million last quarter. Thus, Nio will need continuous access to financing to fund its ambitious growth plans. While recent Middle East investments provided a capital boost, consistent access to funding remains imperative for Nio.</p><p>The above two paragraphs are basically a summary of the bullish and the bearish picture. I personally believe Nio can deliver exceptional returns if the EV company maintains sustainable financing and strong growth fundamentals. Nio’s battery-swapping technology gives it a niche advantage in key global markets. With its solid R&amp;D and production ramping up, Nio could be profitable by 2028.</p><h2 id=\"id_3436996087\">Is Dilution a Threat to NIO Stock?</h2><p>Some say that investors right now will face massive price pressure when it comes to NIO stock due to its inherent dilution risk, but I disagree. Nio has proved it can prudently raise funds, and the stock has seen limited dilution. Thus, its long-term potential can be substantial if trends continue. So, I do not view dilution as a threat, at least not yet.</p><p>In my view, if Nio can continue executing its strategic roadmap over the next five years, a stock price between $45-65 per share is achievable. This outcome would generate massive returns from Nio’s current share price at $8 per share. However, realizing this upside requires the company to fund its operations without game-changing dilution, and successfully execute on its ambitious growth plans.</p><p>Therefore, NIO stock certainly carries risks, but it also offers alluring millionaire-maker potential. Nio’s unique market positioning and attractive valuation provide a viable path to generating blockbuster returns for early investors. With access to prudent financing, Nio could make fortunes for shareholders in the coming years.</p><p>Of course, things rarely go exactly as planned, especially in the dynamic EV space. But from my perspective, Nio is poised to disrupt the industry with its niche battery-swapping model. If Nio can maintain its technology leadership here, the company’s long-term outlook is quite compelling.</p><h2 id=\"id_3273057139\">The Bottom Line</h2><p>In summary, I believe patient, long-term investors <em>could</em> generate massive returns by accumulating Nio stock at current levels. But admittedly, risks abound in owning a pre-profit, cash-burning growth stock like Nio. Its ambitious goals require flawless execution and ample access to capital. Any stumbles along the way could derail the investment thesis. Whether or not you wish to make that leap of faith is up to you.</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>Could Nio Be a Millionaire-Maker Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Nio Be a Millionaire-Maker Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-28 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/could-nio-be-a-millionaire-maker-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio’s (NIO) unique battery swapping model provides millionaire-maker potential, but there are caveats.Consistent access to financing could fund Nio without massive dilution.Continue reading to find ...</p>\n\n<a href=\"https://investorplace.com/2023/10/could-nio-be-a-millionaire-maker-stock/\">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","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://investorplace.com/2023/10/could-nio-be-a-millionaire-maker-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378874718","content_text":"Nio’s (NIO) unique battery swapping model provides millionaire-maker potential, but there are caveats.Consistent access to financing could fund Nio without massive dilution.Continue reading to find out where NIO stock could be in five years!Source: J1TTO / Shutterstock.comNio (NYSE:NIO) has been on a rollercoaster ride in 2023, with massive price fluctuations seen in recent months. Naturally, investors may wonder whether Nio could generate exceptional returns like Tesla (NASDAQ:TSLA) or BYD (OTCMKTS:BYDDF) over the long-run. In my opinion, Nio certainly has considerable upside potential over the next 5-10 years. However, it also faces risks that may limit gains in the near term.Gauging Nio’s potential will require a bit more discussion, and that’s what I will be doing today. Let’s dive in!NIO Stock: The Pros and the ConsNio’s strong growth in deliveries is encouraging, with volumes continuing to climb over the long-run, despite the company’s 24% sequential decline in the latest quarter. Its unique battery-swapping stations also give Nio a competitive edge in China and Europe. Plus, Nio’s undervaluation relative to pre-revenue EV startups indicates that multi-bagger returns are possible.However, Nio’s massive cash burn raises some concerns. The company’s net income was negative $844 million last quarter. Thus, Nio will need continuous access to financing to fund its ambitious growth plans. While recent Middle East investments provided a capital boost, consistent access to funding remains imperative for Nio.The above two paragraphs are basically a summary of the bullish and the bearish picture. I personally believe Nio can deliver exceptional returns if the EV company maintains sustainable financing and strong growth fundamentals. Nio’s battery-swapping technology gives it a niche advantage in key global markets. With its solid R&D and production ramping up, Nio could be profitable by 2028.Is Dilution a Threat to NIO Stock?Some say that investors right now will face massive price pressure when it comes to NIO stock due to its inherent dilution risk, but I disagree. Nio has proved it can prudently raise funds, and the stock has seen limited dilution. Thus, its long-term potential can be substantial if trends continue. So, I do not view dilution as a threat, at least not yet.In my view, if Nio can continue executing its strategic roadmap over the next five years, a stock price between $45-65 per share is achievable. This outcome would generate massive returns from Nio’s current share price at $8 per share. However, realizing this upside requires the company to fund its operations without game-changing dilution, and successfully execute on its ambitious growth plans.Therefore, NIO stock certainly carries risks, but it also offers alluring millionaire-maker potential. Nio’s unique market positioning and attractive valuation provide a viable path to generating blockbuster returns for early investors. With access to prudent financing, Nio could make fortunes for shareholders in the coming years.Of course, things rarely go exactly as planned, especially in the dynamic EV space. But from my perspective, Nio is poised to disrupt the industry with its niche battery-swapping model. If Nio can maintain its technology leadership here, the company’s long-term outlook is quite compelling.The Bottom LineIn summary, I believe patient, long-term investors could generate massive returns by accumulating Nio stock at current levels. But admittedly, risks abound in owning a pre-profit, cash-burning growth stock like Nio. Its ambitious goals require flawless execution and ample access to capital. Any stumbles along the way could derail the investment thesis. Whether or not you wish to make that leap of faith is up to you.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234905869631704,"gmtCreate":1698371664473,"gmtModify":1698371668514,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234905869631704","repostId":"2378086447","repostType":2,"repost":{"id":"2378086447","pubTimestamp":1698341495,"share":"https://ttm.financial/m/news/2378086447?lang=&edition=fundamental","pubTime":"2023-10-27 01:31","market":"hk","language":"zh","title":"中国平安派发中期股息","url":"https://stock-news.laohu8.com/highlight/detail?id=2378086447","media":"深圳商报","summary":"公开数据显示，自上市以来，中国平安累计分红总额超3000亿元。据统计，2022年度，5家A股上市险企合计分红金额781.93亿元，中国平安、中国人寿、中国太保分红总额分列前三位，分别为438.2亿元、138.5亿元、98.13亿元。其中，中国平安股利支付率达52.31%，居A股上市险企首位。作为A股保险板块唯一一家派发中期股息的保险公司，中国平安连续11年提高现金分红水平，与投资者共享公司高质量发展红利。","content":"<html><body><article><p>【深圳商报讯】（首席记者 谢惠茜）10月25日，<a href=\"https://laohu8.com/S/601318\">中国平安</a>派发2023年的中期股息，本次每股派发现金0.93元，同比增长1.1%，合计派发中期股息约168.4亿元。</p><p>公开数据显示，自上市以来，<a href=\"https://laohu8.com/S/02318\">中国平安</a>累计<span>分红</span>总额超3000亿元。自2012年以来，中国平安分红水平连续11年持续提升，累计分红24次，分红总额高达2823.7亿元，在沪深两地上市公司中名列前茅。</p><p>据统计，2022年度，5家A股上市险企合计分红金额781.93亿元，中国平安、<a href=\"https://laohu8.com/S/601628\">中国人寿</a>、<a href=\"https://laohu8.com/S/601601\">中国太保</a>分红总额分列前三位，分别为438.2亿元、138.5亿元、98.13亿元。5家A股上市险企股利支付率均超30%。其中，中国平安股利支付率达52.31%，居A股上市险企首位。</p><p>作为A股保险板块唯一一家派发中期股息的保险公司，中国平安连续11年提高现金分红水平，与投资者共享公司高质量发展红利。</p><p>有分析认为，中国平安这样“大手笔”分红，一方面传达出公司当前盈利稳定、现金充裕的信号，为长期投资者吃下定心丸；另一方面公司高现金分红和低估值属性的吸引力将不断凸显。</p></article></body></html>","source":"tencent","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>中国平安派发中期股息</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\">\n中国平安派发中期股息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-27 01:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023102701314183c4d0e6&s=b><strong>深圳商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【深圳商报讯】（首席记者 谢惠茜）10月25日，中国平安派发2023年的中期股息，本次每股派发现金0.93元，同比增长1.1%，合计派发中期股息约168.4亿元。公开数据显示，自上市以来，中国平安累计分红总额超3000亿元。自2012年以来，中国平安分红水平连续11年持续提升，累计分红24次，分红总额高达2823.7亿元，在沪深两地上市公司中名列前茅。据统计，2022年度，5家A股上市险企合计分红...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023102701314183c4d0e6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"82318":"中国平安-R","601318":"中国平安","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1610":"ETF&股票定投概念","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","BK1184":"人寿与健康保险","LU0594300419.USD":"富达中国消费基金A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0051755006.USD":"摩根大通中国A (dist)","02318":"中国平安","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA 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SGD-H","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","IE0008368742.USD":"首域中国增长基金I Acc","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","03145":"华夏亚洲高息股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023102701314183c4d0e6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2378086447","content_text":"【深圳商报讯】（首席记者 谢惠茜）10月25日，中国平安派发2023年的中期股息，本次每股派发现金0.93元，同比增长1.1%，合计派发中期股息约168.4亿元。公开数据显示，自上市以来，中国平安累计分红总额超3000亿元。自2012年以来，中国平安分红水平连续11年持续提升，累计分红24次，分红总额高达2823.7亿元，在沪深两地上市公司中名列前茅。据统计，2022年度，5家A股上市险企合计分红金额781.93亿元，中国平安、中国人寿、中国太保分红总额分列前三位，分别为438.2亿元、138.5亿元、98.13亿元。5家A股上市险企股利支付率均超30%。其中，中国平安股利支付率达52.31%，居A股上市险企首位。作为A股保险板块唯一一家派发中期股息的保险公司，中国平安连续11年提高现金分红水平，与投资者共享公司高质量发展红利。有分析认为，中国平安这样“大手笔”分红，一方面传达出公司当前盈利稳定、现金充裕的信号，为长期投资者吃下定心丸；另一方面公司高现金分红和低估值属性的吸引力将不断凸显。","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":224801151025216,"gmtCreate":1695892172027,"gmtModify":1695892175165,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/224801151025216","repostId":"1147688749","repostType":4,"repost":{"id":"1147688749","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":1695889719,"share":"https://ttm.financial/m/news/1147688749?lang=&edition=fundamental","pubTime":"2023-09-28 16:28","market":"us","language":"en","title":"Palantir Shares Kept Rising 1.3% after Jumping Over 6% on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1147688749","media":"Tiger Newspress","summary":" $Palantir Technologies Inc.(PLTR)$ has won a $250 million contract with the US Defense Department to research and develop artificial intelligence and machine learning technology.The new three-year de","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has won a $250 million contract with the US Defense Department to research and develop artificial intelligence and machine learning technology.</p><p>The new three-year deal demonstrates the company’s closeness to the US government, as well as its growing presence at the intersection of AI and defense.  </p><p>Palantir’s shares, which have rallied this year on AI promises, rose 1.3% after jumping 6.38% Wednesday following the announcement Tuesday.  </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e6d595524c0742eac9a92f3c059ab8a\" tg-width=\"840\" tg-height=\"840\"/></p><p>The deal for AI services will build on the work Palantir has been doing since at least 2018 for the Army Research Lab. Under the new contract, the company will “conduct research and development services” in AI and machine learning, according to the announcement. A Palantir spokesperson declined to provide additional details on the contract’s scope.</p><p>Co-founded by Peter Thiel following the Sept. 11, 2001 terrorist attacks in the US, Palantir secured its first funding from the venture arm of the Central Intelligence Agency. The company struggled to sell its software and services to the government for the first decade — even suing the US Army at one point to force it to be a customer — before emerging as one of a small handful of Silicon Valley startups with tight Defense Department relationships.</p><p>William Blair analyst Louie DiPalma said in a research note that the company’s latest deal isn’t likely to have a huge impact on its profit, particularly because services deals often have lower margins than software deals. But he also said the contract is a sign of the company’s closeness with the US and “bodes well” for its fourth-quarter and 2024 revenue growth.</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>Palantir Shares Kept Rising 1.3% after Jumping Over 6% on Wednesday</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\">\nPalantir Shares Kept Rising 1.3% after Jumping Over 6% on Wednesday\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\">2023-09-28 16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> has won a $250 million contract with the US Defense Department to research and develop artificial intelligence and machine learning technology.</p><p>The new three-year deal demonstrates the company’s closeness to the US government, as well as its growing presence at the intersection of AI and defense.  </p><p>Palantir’s shares, which have rallied this year on AI promises, rose 1.3% after jumping 6.38% Wednesday following the announcement Tuesday.  </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e6d595524c0742eac9a92f3c059ab8a\" tg-width=\"840\" tg-height=\"840\"/></p><p>The deal for AI services will build on the work Palantir has been doing since at least 2018 for the Army Research Lab. Under the new contract, the company will “conduct research and development services” in AI and machine learning, according to the announcement. A Palantir spokesperson declined to provide additional details on the contract’s scope.</p><p>Co-founded by Peter Thiel following the Sept. 11, 2001 terrorist attacks in the US, Palantir secured its first funding from the venture arm of the Central Intelligence Agency. The company struggled to sell its software and services to the government for the first decade — even suing the US Army at one point to force it to be a customer — before emerging as one of a small handful of Silicon Valley startups with tight Defense Department relationships.</p><p>William Blair analyst Louie DiPalma said in a research note that the company’s latest deal isn’t likely to have a huge impact on its profit, particularly because services deals often have lower margins than software deals. But he also said the contract is a sign of the company’s closeness with the US and “bodes well” for its fourth-quarter and 2024 revenue growth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147688749","content_text":"Palantir Technologies Inc. has won a $250 million contract with the US Defense Department to research and develop artificial intelligence and machine learning technology.The new three-year deal demonstrates the company’s closeness to the US government, as well as its growing presence at the intersection of AI and defense.  Palantir’s shares, which have rallied this year on AI promises, rose 1.3% after jumping 6.38% Wednesday following the announcement Tuesday.  The deal for AI services will build on the work Palantir has been doing since at least 2018 for the Army Research Lab. Under the new contract, the company will “conduct research and development services” in AI and machine learning, according to the announcement. A Palantir spokesperson declined to provide additional details on the contract’s scope.Co-founded by Peter Thiel following the Sept. 11, 2001 terrorist attacks in the US, Palantir secured its first funding from the venture arm of the Central Intelligence Agency. The company struggled to sell its software and services to the government for the first decade — even suing the US Army at one point to force it to be a customer — before emerging as one of a small handful of Silicon Valley startups with tight Defense Department relationships.William Blair analyst Louie DiPalma said in a research note that the company’s latest deal isn’t likely to have a huge impact on its profit, particularly because services deals often have lower margins than software deals. But he also said the contract is a sign of the company’s closeness with the US and “bodes well” for its fourth-quarter and 2024 revenue growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":213658352078896,"gmtCreate":1693202512160,"gmtModify":1693202517565,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Last two years journey, make&nbsp;investor shying away&nbsp;","listText":"Last two years journey, make&nbsp;investor shying away&nbsp;","text":"Last two years journey, make investor shying away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/213658352078896","repostId":"2362741139","repostType":4,"repost":{"id":"2362741139","pubTimestamp":1693188000,"share":"https://ttm.financial/m/news/2362741139?lang=&edition=fundamental","pubTime":"2023-08-28 10:00","market":"us","language":"en","title":"Alibaba: The Market Is Underappreciating The Company's Profitability Improvements","url":"https://stock-news.laohu8.com/highlight/detail?id=2362741139","media":"Seeking Alpha","summary":"Alibaba's FY1Q24 revenue and profit beat expectations, riding the wave of strong consumer recovery and travel demand while streamlining its business and improving operating efficiencies.Taobao and Tma","content":"<html><head></head><body><ul><li><p>Alibaba&#39;s FY1Q24 revenue and profit beat expectations, riding the wave of strong consumer recovery and travel demand while streamlining its business and improving operating efficiencies.</p></li><li><p>Taobao and Tmall Group saw robust growth as the Chinese economy recovered while the International Digital Commerce Group posted strong growth and narrowing losses.</p></li><li><p>Cloud Intelligence Group will remain challenged in the near term, given the headwinds from the normalization after the pandemic and lower demand from one of its largest customers.</p></li><li><p>Long-term prospects of the cloud business remain given the low penetration of cloud infrastructure spend, along with the long-term AI opportunity for Alibaba Cloud.</p></li><li><p>Alibaba continued to repurchase shares in the quarter and I continue to see its business restructuring as near-term catalysts given the unlocking of value for shareholders.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/462cd3697f83bcec3578c700effe99fc\" alt=\"maybefalse/iStock Unreleased via Getty Images\" title=\"maybefalse/iStock Unreleased via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>maybefalse/iStock Unreleased via Getty Images</span></p><p>Alibaba (NYSE:BABA) reported its FY1Q24 or June quarter which was a beat on multiple fronts.</p><p>Let&#39;s dive right into the quarter.</p><h2 id=\"id_2684688805\">Revenue and Profit Solid Beat</h2><p>Alibaba reported its June quarter based on its new corporate structure, highlighting the performance of its six major business groups.</p><p>Revenue mix and growth of each of the six major business groups can be seen below.</p><p>In the June quarter, Taobao and Tmall Group grew 12% from the prior year to Rmb115 billion, while Alibaba International Digital Commerce Group posted strong growth of 41% from the prior quarter to Rmb22 billion.</p><p>Local Services Group grew 30% from the prior year to Rmb14.5 billion, while Cainiao Smart Logistics Network grew 34% from the prior year to Rmb23 billion.</p><p>Cloud Intelligence Group grew just 4% from the prior year to Rmb25 billion while the Digital Media and Entertainment Group grew 36% from the prior year to Rmb5.4 billion.</p><p>Overall revenues grew by 14% from the prior year to Rmb234 billion.</p><p>This is 5% above consensus expectations, which is a decent beat from Alibaba in my view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b23b9ccfc3e60162ec6791d783d4a5\" alt=\"Financial highlights (Alibaba)\" title=\"Financial highlights (Alibaba)\" tg-width=\"640\" tg-height=\"256\"/><span>Financial highlights (Alibaba)</span></p><p>Net income grew by 43% from the prior year to Rmb45 billion, ahead of consensus by a solid 16%.</p><p>This was largely driven by better gross profit margins, lower research and development expenses as well as G&amp;A expenses while sales and marketing was largely in-line.</p><p>As a result, diluted earnings per share came in at Rmb17.37 and beat consensus expectations by 23%.</p><p>Free cash flows grew 76% from the prior year to Rmb39 billion, translating to 17% free cash flow margins, while total adjusted EBITA grew 27% to Rmb 52 billion, translating to 22% adjusted EBITA margins.</p><p>I highlight the breakdown of adjusted EBITIDA by business groups below:</p><ol><li><p>Taobao and Tmall Group EBITA margin down slightly from 44% in FY1Q23 to 43% in FY1Q24.</p></li><li><p>Alibaba International Digital Commerce Group EBITA margin improved from -8.8% in FY1Q23 to -1.9% in FY1Q24.</p></li><li><p>Local Services Group EBITA margin improved from -25.5% in FY1Q23 to -13.7% in FY1Q24.</p></li><li><p>Cainiao Smart Logistics Network EBITA margin improved from -1.1% in FY1Q23 to +3.8% in FY1Q24.</p></li><li><p>Cloud Intelligence Group EBITA margin also improved from 0.8% in FY1Q23 to 1.5% in FY1Q24.</p></li><li><p>Digital Media and Entertainment Group EBITA margin achieved breakeven in the quarter, with improvement from -23% in FY1Q23 to 1% in FY1Q24.</p></li></ol><p>I will now go through each individual segment and share my thoughts on them.</p><h2 id=\"id_3783967925\">Taobao and Tmall Group</h2><p>Alibaba commented that they are seeing a gradual recovery in the Chinese economy as the government has made many efforts to stimulate economic growth and drive consumption.</p><p>What are Alibaba&#39;s strategies for the Taobao and Tmall Group?</p><p>It has three key strategies. Firstly, Alibaba aims to pursue growth in user scale. Secondly, Alibaba wants to develop and construct a vibrant ecosystem. Thirdly, it hopes to realize technology driven innovation.</p><p>With continued investment into users and user growth, this should lead to continued merchant growth and in turn, help drive revenues of the Taobao and Tmall Group. In turn, this creates a flywheel effect where the higher revenues can then be reinvested into the business.</p><p>What were the reasons for solid June quarter in the Taobao and Tmall Group?</p><p>There were a few reasons that drove the strong performance in the June quarter.</p><p>Firstly, the macroeconomic environment improved in the quarter and consumption started to recover. In particular, the higher penetration of online retail purchasing within the retail space served as an additional tailwind for the company.</p><p>Secondly, Alibaba is starting to see the rewards of earlier investments in lower tier cities and its investments in the value-for-money battle. The company saw an increasing number of new users coming from younger individuals, lower tier cities and even the elderly.</p><p>The emphasis of management this earnings call was that Alibaba will focus on the long-term development of its business and continue to build its business by investing in more capabilities.</p><p>As a result, for the Taobao and Tmall Group, management expects that in the next three-year period, Alibaba will continue to invest in user scale, optimize user experience, help merchants grow business, and improve services to merchants.</p><h2 id=\"id_3977142104\">Alibaba International Digital Commerce Group</h2><p>The Alibaba International Digital Commerce Group showed robust growth, growing 41% from the prior year while adjusted EBITA loss narrowed from -8.8% from the prior year to -1.9% in the quarter.</p><p>AliExpress saw robust order growth as a result of more transacting users and an improved customer experience. For example, AliExpress&#39;s Choice continued to help consumers upgrade their experience by providing price competitiveness and better service standards. This in turn resulted in stronger user retention rate and increased frequency of purchases.</p><p>Lazada saw double digit growth in orders from the prior year in the June quarter, as the business saw the monetization rate improving due to more value added services offered to merchants. Unit economics of Lazada improved from the prior year as a result of the stronger monetization and improvements in operating efficiency.</p><p>Lastly, for Trendyol, the business delivered strong order growth as a result of both e-commerce and local consumer services business and with the strong revenue growth and operating efficiency improving, this was actually the first quarter in which Trendyol achieved positive operating results.</p><h2 id=\"id_2971818874\">Cloud Intelligence Group</h2><p>The Cloud Intelligence Group segment revenue grew 4% from the prior year while adjusted EBITA remained positive in the June quarter at 1.5%. From a customer base perspective, growth was driven by the auto, electric power, education, and financial services sectors, while from a product perspective, growth was driven by storage, networks and AI computing related products during the June quarter.</p><p>Management shared on the earnings call that the cloud infrastructure spend as a percentage of the total IT infrastructure remains at a low level in China when compared to the United States.</p><p>This does lead to a huge potential for cloud infrastructure penetration to increase in the long-term in my view, and why I am long Alibaba given its leadership in the space.</p><p>On top of that, with the current focus on AI, this helps to accelerate cloud infrastructure spend as more companies upgrade their services and applications as they require high performance computing power to support their operations. As a result, I can see this as a newer growth engine for Alibaba Cloud, although this will remain a long-term opportunity.</p><p>Take note that management thinks that it will take some time in the near-term for customers to digest the impact of the decline in cloud computing demand after the pandemic, along with the decline from one of its top customers, which I have talked about multiple times before.</p><p>While tackling this near-term environment, management will implement some proactive measures to focus on high quality public cloud growth.</p><p>Having the right sales structure and customer profile will enable Alibaba Cloud to be in a good position to drive long-term sustainable growth as it enables customers from a wide range of industries to succeed with their own digital transformation journeys.</p><p>When thinking about the AI opportunity, Alibaba thinks that the best way for the company to monetize this is to have these AI companies run their models on the Alibaba Cloud platform, as a result of the platform&#39;s high performance and low cost computing power.</p><p>In addition, Alibaba will also help its customer to build customized applications for their own industries by deploying its own foundational model in Alibaba Cloud.</p><p>As a result of the rapid development in AI-generated content, Alibaba Cloud developed an open-source platform ModelScope, which has more than 45 million downloads over 1,000 AI models as of July 2023.</p><p>Management is seeing many companies in China currently working on large language models and the team at Alibaba continues to be committed to investing in AI as it represents an opportunity for the company to develop innovation and technology that generates strong future commercial value.</p><h2 id=\"id_3357852455\">Local Services Group</h2><p>The 30% growth of the Local Services Group revenue in June quarter was due to strong GMV growth in Ele.me and the rapid order growth of Amap.</p><p>Also, the narrowing of adjusted EBITIDA losses in the quarter was a result of the continued narrowing of losses driven by Ele.me&#39;s order growth and the positive unit economics per order as well as rapid order growth of Amap driven by strong market demand.</p><p>The strong GMV growth in Ele.me was a result of strong order growth, contributed by consumer demand improving, growing number of active capacity as well as delivery capacity improvements in the quarter. As a result, Ele.me&#39;s unit economics per order continued to be positive and order density continued to improve.</p><p>For Amap, daily active users and the to-destination services expanded in the quarter, largely due to a recovery in travel and commuting in the quarter. In addition, Amap released new product features in the June quarter and its market share in map navigation services continued to expand.</p><h2 id=\"id_2499521499\">Digital Media Entertainment Business Group</h2><p>This was the first profitable quarter for the Digital Media Entertainment business group, with revenue growing at 36% from the prior year and segment EBITA coming in at Rmb63 million for the June quarter.</p><p>The strong growth and profitability was a result of the increased growth in subscription revenue, the higher revenue contribution from Damai and Taopiaopiao which benefited from recovery of offline entertainment, as well as the Alibaba Pictures&#39; launch of several blockbusters such as movie Lost In The Stars and the robust China box office demand during the quarter.</p><h2 id=\"id_2548792213\">Capital Management</h2><p>Alibaba repurchased 35.6 million shares for $3.1 billion in the June quarter under the share repurchase program.</p><p>The remaining authorization for the share repurchase program stands at $16.3 billion at the end of the June quarter, and this program is effective through March 2025.</p><p>As highlighted earlier, Alibaba generated Rmb39 billion of free cash flows during the June quarter, up 76% from the prior year.</p><p>Management shared that under the new governance framework, they will continue to strengthen the capital management of the company and improve shareholder return through continued share repurchase activities.</p><p>On top of that, as I am expecting, management shared that there are several capital market projects that are still underway, which will lead to unlocking of value for shareholders.</p><h2 id=\"id_1091482755\">Valuation</h2><p>As can be seen below, I used a sum-of-the-parts valuation for Alibaba.</p><p>My numbers here are conservative in my view, as we have seen Local Services Group and International Digital Commerce Group grow more robustly than expected, while almost all of the business groups saw stronger profitability as the company continued to improve efficiency.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f33c057064b9c29bffc39ebb43214f20\" alt=\"Alibaba SOTP (Author generated)\" title=\"Alibaba SOTP (Author generated)\" tg-width=\"526\" tg-height=\"261\"/><span>Alibaba SOTP (Author generated)</span></p><h2 id=\"id_2616276633\">Conclusion</h2><p>This quarter was a solid one for Alibaba.</p><p>The company benefited from the consumer demand recovery and increased commuting and traveling in the region.</p><p>In addition, I think that management is executing well, as operating efficiency improvements continued in the quarter, as evident from the stronger adjusted EBITA margin profiles of multiple segments.</p><p>I continue to be positive about the fundamentals of Alibaba given that there are near-term restructuring catalysts in the form of business unit spin offs that will unlock value for shareholders.</p><p>The strong progress on the profitability front on multiple businesses within Alibaba shows the strong focus management has on costs and likely a key contributor to its near-term restructuring efforts as it looks to unlock shareholder value.</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: The Market Is Underappreciating The Company's Profitability Improvements</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: The Market Is Underappreciating The Company's Profitability Improvements\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-28 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4631129-alibaba-the-market-is-underappreciating-the-companys-profitability-improvements><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's FY1Q24 revenue and profit beat expectations, riding the wave of strong consumer recovery and travel demand while streamlining its business and improving operating efficiencies.Taobao and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4631129-alibaba-the-market-is-underappreciating-the-companys-profitability-improvements\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BK4587":"ChatGPT概念","BK4575":"芯片概念","BK4220":"综合零售","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BABA":"阿里巴巴","BK4538":"云计算","BK4527":"明星科技股","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4588":"碎股","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4579":"人工智能","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4503":"景林资产持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4122":"互联网与直销零售","09988":"阿里巴巴-W","BK4502":"阿里概念","BK4505":"高瓴资本持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4565":"NFT概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4554":"元宇宙及AR概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4531":"中概回港概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4585":"ETF&股票定投概念","LU1688375341.USD":"贝莱德中国灵活股票基金"},"source_url":"https://seekingalpha.com/article/4631129-alibaba-the-market-is-underappreciating-the-companys-profitability-improvements","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2362741139","content_text":"Alibaba's FY1Q24 revenue and profit beat expectations, riding the wave of strong consumer recovery and travel demand while streamlining its business and improving operating efficiencies.Taobao and Tmall Group saw robust growth as the Chinese economy recovered while the International Digital Commerce Group posted strong growth and narrowing losses.Cloud Intelligence Group will remain challenged in the near term, given the headwinds from the normalization after the pandemic and lower demand from one of its largest customers.Long-term prospects of the cloud business remain given the low penetration of cloud infrastructure spend, along with the long-term AI opportunity for Alibaba Cloud.Alibaba continued to repurchase shares in the quarter and I continue to see its business restructuring as near-term catalysts given the unlocking of value for shareholders.maybefalse/iStock Unreleased via Getty ImagesAlibaba (NYSE:BABA) reported its FY1Q24 or June quarter which was a beat on multiple fronts.Let's dive right into the quarter.Revenue and Profit Solid BeatAlibaba reported its June quarter based on its new corporate structure, highlighting the performance of its six major business groups.Revenue mix and growth of each of the six major business groups can be seen below.In the June quarter, Taobao and Tmall Group grew 12% from the prior year to Rmb115 billion, while Alibaba International Digital Commerce Group posted strong growth of 41% from the prior quarter to Rmb22 billion.Local Services Group grew 30% from the prior year to Rmb14.5 billion, while Cainiao Smart Logistics Network grew 34% from the prior year to Rmb23 billion.Cloud Intelligence Group grew just 4% from the prior year to Rmb25 billion while the Digital Media and Entertainment Group grew 36% from the prior year to Rmb5.4 billion.Overall revenues grew by 14% from the prior year to Rmb234 billion.This is 5% above consensus expectations, which is a decent beat from Alibaba in my view.Financial highlights (Alibaba)Net income grew by 43% from the prior year to Rmb45 billion, ahead of consensus by a solid 16%.This was largely driven by better gross profit margins, lower research and development expenses as well as G&A expenses while sales and marketing was largely in-line.As a result, diluted earnings per share came in at Rmb17.37 and beat consensus expectations by 23%.Free cash flows grew 76% from the prior year to Rmb39 billion, translating to 17% free cash flow margins, while total adjusted EBITA grew 27% to Rmb 52 billion, translating to 22% adjusted EBITA margins.I highlight the breakdown of adjusted EBITIDA by business groups below:Taobao and Tmall Group EBITA margin down slightly from 44% in FY1Q23 to 43% in FY1Q24.Alibaba International Digital Commerce Group EBITA margin improved from -8.8% in FY1Q23 to -1.9% in FY1Q24.Local Services Group EBITA margin improved from -25.5% in FY1Q23 to -13.7% in FY1Q24.Cainiao Smart Logistics Network EBITA margin improved from -1.1% in FY1Q23 to +3.8% in FY1Q24.Cloud Intelligence Group EBITA margin also improved from 0.8% in FY1Q23 to 1.5% in FY1Q24.Digital Media and Entertainment Group EBITA margin achieved breakeven in the quarter, with improvement from -23% in FY1Q23 to 1% in FY1Q24.I will now go through each individual segment and share my thoughts on them.Taobao and Tmall GroupAlibaba commented that they are seeing a gradual recovery in the Chinese economy as the government has made many efforts to stimulate economic growth and drive consumption.What are Alibaba's strategies for the Taobao and Tmall Group?It has three key strategies. Firstly, Alibaba aims to pursue growth in user scale. Secondly, Alibaba wants to develop and construct a vibrant ecosystem. Thirdly, it hopes to realize technology driven innovation.With continued investment into users and user growth, this should lead to continued merchant growth and in turn, help drive revenues of the Taobao and Tmall Group. In turn, this creates a flywheel effect where the higher revenues can then be reinvested into the business.What were the reasons for solid June quarter in the Taobao and Tmall Group?There were a few reasons that drove the strong performance in the June quarter.Firstly, the macroeconomic environment improved in the quarter and consumption started to recover. In particular, the higher penetration of online retail purchasing within the retail space served as an additional tailwind for the company.Secondly, Alibaba is starting to see the rewards of earlier investments in lower tier cities and its investments in the value-for-money battle. The company saw an increasing number of new users coming from younger individuals, lower tier cities and even the elderly.The emphasis of management this earnings call was that Alibaba will focus on the long-term development of its business and continue to build its business by investing in more capabilities.As a result, for the Taobao and Tmall Group, management expects that in the next three-year period, Alibaba will continue to invest in user scale, optimize user experience, help merchants grow business, and improve services to merchants.Alibaba International Digital Commerce GroupThe Alibaba International Digital Commerce Group showed robust growth, growing 41% from the prior year while adjusted EBITA loss narrowed from -8.8% from the prior year to -1.9% in the quarter.AliExpress saw robust order growth as a result of more transacting users and an improved customer experience. For example, AliExpress's Choice continued to help consumers upgrade their experience by providing price competitiveness and better service standards. This in turn resulted in stronger user retention rate and increased frequency of purchases.Lazada saw double digit growth in orders from the prior year in the June quarter, as the business saw the monetization rate improving due to more value added services offered to merchants. Unit economics of Lazada improved from the prior year as a result of the stronger monetization and improvements in operating efficiency.Lastly, for Trendyol, the business delivered strong order growth as a result of both e-commerce and local consumer services business and with the strong revenue growth and operating efficiency improving, this was actually the first quarter in which Trendyol achieved positive operating results.Cloud Intelligence GroupThe Cloud Intelligence Group segment revenue grew 4% from the prior year while adjusted EBITA remained positive in the June quarter at 1.5%. From a customer base perspective, growth was driven by the auto, electric power, education, and financial services sectors, while from a product perspective, growth was driven by storage, networks and AI computing related products during the June quarter.Management shared on the earnings call that the cloud infrastructure spend as a percentage of the total IT infrastructure remains at a low level in China when compared to the United States.This does lead to a huge potential for cloud infrastructure penetration to increase in the long-term in my view, and why I am long Alibaba given its leadership in the space.On top of that, with the current focus on AI, this helps to accelerate cloud infrastructure spend as more companies upgrade their services and applications as they require high performance computing power to support their operations. As a result, I can see this as a newer growth engine for Alibaba Cloud, although this will remain a long-term opportunity.Take note that management thinks that it will take some time in the near-term for customers to digest the impact of the decline in cloud computing demand after the pandemic, along with the decline from one of its top customers, which I have talked about multiple times before.While tackling this near-term environment, management will implement some proactive measures to focus on high quality public cloud growth.Having the right sales structure and customer profile will enable Alibaba Cloud to be in a good position to drive long-term sustainable growth as it enables customers from a wide range of industries to succeed with their own digital transformation journeys.When thinking about the AI opportunity, Alibaba thinks that the best way for the company to monetize this is to have these AI companies run their models on the Alibaba Cloud platform, as a result of the platform's high performance and low cost computing power.In addition, Alibaba will also help its customer to build customized applications for their own industries by deploying its own foundational model in Alibaba Cloud.As a result of the rapid development in AI-generated content, Alibaba Cloud developed an open-source platform ModelScope, which has more than 45 million downloads over 1,000 AI models as of July 2023.Management is seeing many companies in China currently working on large language models and the team at Alibaba continues to be committed to investing in AI as it represents an opportunity for the company to develop innovation and technology that generates strong future commercial value.Local Services GroupThe 30% growth of the Local Services Group revenue in June quarter was due to strong GMV growth in Ele.me and the rapid order growth of Amap.Also, the narrowing of adjusted EBITIDA losses in the quarter was a result of the continued narrowing of losses driven by Ele.me's order growth and the positive unit economics per order as well as rapid order growth of Amap driven by strong market demand.The strong GMV growth in Ele.me was a result of strong order growth, contributed by consumer demand improving, growing number of active capacity as well as delivery capacity improvements in the quarter. As a result, Ele.me's unit economics per order continued to be positive and order density continued to improve.For Amap, daily active users and the to-destination services expanded in the quarter, largely due to a recovery in travel and commuting in the quarter. In addition, Amap released new product features in the June quarter and its market share in map navigation services continued to expand.Digital Media Entertainment Business GroupThis was the first profitable quarter for the Digital Media Entertainment business group, with revenue growing at 36% from the prior year and segment EBITA coming in at Rmb63 million for the June quarter.The strong growth and profitability was a result of the increased growth in subscription revenue, the higher revenue contribution from Damai and Taopiaopiao which benefited from recovery of offline entertainment, as well as the Alibaba Pictures' launch of several blockbusters such as movie Lost In The Stars and the robust China box office demand during the quarter.Capital ManagementAlibaba repurchased 35.6 million shares for $3.1 billion in the June quarter under the share repurchase program.The remaining authorization for the share repurchase program stands at $16.3 billion at the end of the June quarter, and this program is effective through March 2025.As highlighted earlier, Alibaba generated Rmb39 billion of free cash flows during the June quarter, up 76% from the prior year.Management shared that under the new governance framework, they will continue to strengthen the capital management of the company and improve shareholder return through continued share repurchase activities.On top of that, as I am expecting, management shared that there are several capital market projects that are still underway, which will lead to unlocking of value for shareholders.ValuationAs can be seen below, I used a sum-of-the-parts valuation for Alibaba.My numbers here are conservative in my view, as we have seen Local Services Group and International Digital Commerce Group grow more robustly than expected, while almost all of the business groups saw stronger profitability as the company continued to improve efficiency.Alibaba SOTP (Author generated)ConclusionThis quarter was a solid one for Alibaba.The company benefited from the consumer demand recovery and increased commuting and traveling in the region.In addition, I think that management is executing well, as operating efficiency improvements continued in the quarter, as evident from the stronger adjusted EBITA margin profiles of multiple segments.I continue to be positive about the fundamentals of Alibaba given that there are near-term restructuring catalysts in the form of business unit spin offs that will unlock value for shareholders.The strong progress on the profitability front on multiple businesses within Alibaba shows the strong focus management has on costs and likely a key contributor to its near-term restructuring efforts as it looks to unlock shareholder value.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":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212217853841456,"gmtCreate":1692841873630,"gmtModify":1692841878914,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Hope u r right","listText":"Hope u r right","text":"Hope u r right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212217853841456","repostId":"2361083026","repostType":4,"repost":{"id":"2361083026","pubTimestamp":1692839609,"share":"https://ttm.financial/m/news/2361083026?lang=&edition=fundamental","pubTime":"2023-08-24 09:13","market":"us","language":"en","title":"Attention, Nio Investors! Buy NIO Stock Before Aug. 29.","url":"https://stock-news.laohu8.com/highlight/detail?id=2361083026","media":"InvestorPlace","summary":"Tesla's price cuts might concern some of Nio's investors, but an upcoming quarterly event could give NIO stock a major boost.","content":"<html><head></head><body><ul><li><p>Analysts are confident about <strong>Nio</strong> (<strong>NIO</strong>) in spite of <strong>Tesla’s</strong> (<strong>TSLA</strong>) price cuts.</p></li><li><p>Furthermore, Nio has an opportunity to demonstrate its improvement during the company’s upcoming quarterly report.</p></li><li><p>Investors should stay the course with a long position in NIO stock.</p></li></ul><p>It’s been a rollercoaster year so far for China-based electric vehicle (EV) manufacturer <strong>Nio</strong> (NYSE: <strong>NIO</strong>) and its shareholders. After a recent downward correction in NIO stock, is it time to take a long position? I would say yes, and it’s better to get in now because you’re likely to regret it later on if you hesitate.</p><p>Suffice it to say there’s been a lot going on with Nio lately. For instance, a Nio executive reportedly said that the company plans to produce its own autonomous-driving chips in one to two years.</p><p>Yet, I don’t recommend waiting a year or two to buy NIO stock. An upcoming event could potentially garner a lot of positive press coverage for Nio, so you can either position yourself for gains now or get left behind.</p><h2 id=\"id_2582748178\">What Some NIO Stock Traders Are Worried About</h2><p>Many U.S.-listed stocks representing China-based businesses have performed poorly lately. This is largely due to concerns about China’s economy. However, there are indications that China’s government may soon implement some business-friendly policy changes.</p><p>A more pressing concern for some NIO stock traders is <strong>Tesla’s</strong> (NASDAQ: <strong>TSLA</strong>) price cuts. As <em>InvestorPlace</em> contributor Dana Blankenhorn reported, Tesla slashed its vehicle prices by $1,900 in China and announced an insurance subsidy. Moreover, Tesla CEO Elon Musk warned in his most recent earnings call that further EV price cuts may be coming.</p><p>Blankenhorn isn’t overly concerned about Nio’s future prospects, and neither am I. As Blankenhorn put it, China will do more to set the future course of Nio stock than Elon Musk will.</p><p>After all, Nio drives in a different lane than Tesla. Nio focuses on the luxury vehicle market and expects to maintain customer loyalty through outstanding service and battery swaps. So, investors shouldn’t lose sleep at night over Tesla’s price-cutting tactics.</p><h2 id=\"id_3821115989\">Nio’s Big Day Is Coming Soon</h2><p>Folks, you need to mark your calendar for the morning of Aug. 29. That’s when Nio plans to announce its second-quarter 2023 financial results.</p><p>In the run-up to this event, a number of experts on Wall Street lifted their price targets on NIO stock. Two examples are Morgan Stanley analyst Tim Hsiao, who raised his Nio share price target from $12 to $18.70, and Deutsche Bank analyst Edison Yu, who hiked his price target on the stock from $13 to $17.</p><p>Yet another example are analysts with Bank of America, who raised their Nio share-price target from $15.40 to $16.20. Evidently, these experts are fairly confident about Nio’s ability to deliver positive results.</p><p>It’s hard to blame them for being optimistic. After all, Nio knocked it out of the park in July with 20,462 vehicle deliveries, up 103.6% year over year. This result, by the way, marks a monthly EV delivery record for Nio.</p><p>For this year’s second quarter, analysts expect Nio to report an earnings loss of 41 cents per share. That would be Nio worst quarterly earnings per share (EPS) result in a long time. Thus, the bar has been set very low despite Nio’s evident ramp-up in vehicle deliveries.</p><h2 id=\"id_1251150944\">Grab Some NIO Stock Shares Before Aug. 29</h2><p>When a company is performing well but Wall Street’s expectations are unambitious, that’s a setup for a positive surprise. So, get ready for Nio to deliver results that surpass analysts’ forecasts, perhaps even by a wide margin.</p><p>Of course, there are no guarantees that this will happen. Nevertheless, I feel that the odds are in your favor if you own NIO stock before Aug. 29. Or, feel free to sit on the sidelines, but don’t say I didn’t warn you in advance of a potentially explosive rally.</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>Attention, Nio Investors! Buy NIO Stock Before Aug. 29.</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\">\nAttention, Nio Investors! Buy NIO Stock Before Aug. 29.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-24 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/08/attention-nio-investors-buy-nio-stock-before-aug-29/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts are confident about Nio (NIO) in spite of Tesla’s (TSLA) price cuts.Furthermore, Nio has an opportunity to demonstrate its improvement during the company’s upcoming quarterly report.Investors...</p>\n\n<a href=\"https://investorplace.com/2023/08/attention-nio-investors-buy-nio-stock-before-aug-29/\">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/2023/08/attention-nio-investors-buy-nio-stock-before-aug-29/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2361083026","content_text":"Analysts are confident about Nio (NIO) in spite of Tesla’s (TSLA) price cuts.Furthermore, Nio has an opportunity to demonstrate its improvement during the company’s upcoming quarterly report.Investors should stay the course with a long position in NIO stock.It’s been a rollercoaster year so far for China-based electric vehicle (EV) manufacturer Nio (NYSE: NIO) and its shareholders. After a recent downward correction in NIO stock, is it time to take a long position? I would say yes, and it’s better to get in now because you’re likely to regret it later on if you hesitate.Suffice it to say there’s been a lot going on with Nio lately. For instance, a Nio executive reportedly said that the company plans to produce its own autonomous-driving chips in one to two years.Yet, I don’t recommend waiting a year or two to buy NIO stock. An upcoming event could potentially garner a lot of positive press coverage for Nio, so you can either position yourself for gains now or get left behind.What Some NIO Stock Traders Are Worried AboutMany U.S.-listed stocks representing China-based businesses have performed poorly lately. This is largely due to concerns about China’s economy. However, there are indications that China’s government may soon implement some business-friendly policy changes.A more pressing concern for some NIO stock traders is Tesla’s (NASDAQ: TSLA) price cuts. As InvestorPlace contributor Dana Blankenhorn reported, Tesla slashed its vehicle prices by $1,900 in China and announced an insurance subsidy. Moreover, Tesla CEO Elon Musk warned in his most recent earnings call that further EV price cuts may be coming.Blankenhorn isn’t overly concerned about Nio’s future prospects, and neither am I. As Blankenhorn put it, China will do more to set the future course of Nio stock than Elon Musk will.After all, Nio drives in a different lane than Tesla. Nio focuses on the luxury vehicle market and expects to maintain customer loyalty through outstanding service and battery swaps. So, investors shouldn’t lose sleep at night over Tesla’s price-cutting tactics.Nio’s Big Day Is Coming SoonFolks, you need to mark your calendar for the morning of Aug. 29. That’s when Nio plans to announce its second-quarter 2023 financial results.In the run-up to this event, a number of experts on Wall Street lifted their price targets on NIO stock. Two examples are Morgan Stanley analyst Tim Hsiao, who raised his Nio share price target from $12 to $18.70, and Deutsche Bank analyst Edison Yu, who hiked his price target on the stock from $13 to $17.Yet another example are analysts with Bank of America, who raised their Nio share-price target from $15.40 to $16.20. Evidently, these experts are fairly confident about Nio’s ability to deliver positive results.It’s hard to blame them for being optimistic. After all, Nio knocked it out of the park in July with 20,462 vehicle deliveries, up 103.6% year over year. This result, by the way, marks a monthly EV delivery record for Nio.For this year’s second quarter, analysts expect Nio to report an earnings loss of 41 cents per share. That would be Nio worst quarterly earnings per share (EPS) result in a long time. Thus, the bar has been set very low despite Nio’s evident ramp-up in vehicle deliveries.Grab Some NIO Stock Shares Before Aug. 29When a company is performing well but Wall Street’s expectations are unambitious, that’s a setup for a positive surprise. So, get ready for Nio to deliver results that surpass analysts’ forecasts, perhaps even by a wide margin.Of course, there are no guarantees that this will happen. Nevertheless, I feel that the odds are in your favor if you own NIO stock before Aug. 29. Or, feel free to sit on the sidelines, but don’t say I didn’t warn you in advance of a potentially explosive rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210304136183936,"gmtCreate":1692368489435,"gmtModify":1692368493804,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Good opportunity to buy","listText":"Good opportunity to buy","text":"Good opportunity to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210304136183936","repostId":"1119026610","repostType":2,"repost":{"id":"1119026610","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":1692349279,"share":"https://ttm.financial/m/news/1119026610?lang=&edition=fundamental","pubTime":"2023-08-18 17:01","market":"us","language":"en","title":"Palantir Stock Drops Another 3% After Tumbling 8.4% Yesterday","url":"https://stock-news.laohu8.com/highlight/detail?id=1119026610","media":"Tiger Newspress","summary":"Palantir stock drops another 3% in premarket trading Friday after tumbling 8.4% Thursday.While further details about the specific factors influencing the decline are not provided, it can be inferred t","content":"<html><head></head><body><p>Palantir stock drops another 3% in premarket trading Friday after tumbling 8.4% Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba40a72d54ce25870aebdbdacff29a03\" tg-width=\"856\" tg-height=\"622\"/></p><p>While further details about the specific factors influencing the decline are not provided, it can be inferred that a general downturn in the stock market contributed to the poor performance of Palantir’s shares.</p><p>Shares of Palantir Technologies Inc. have earned an average recommendation of &#34;Reduce&#34; from the fourteen research firms that are presently covering the company, MarketBeat reports. Five equities research analysts have rated the stock with a sell recommendation, six have given a hold recommendation and three have given a buy recommendation to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $12.96.</p><p>Several research firms have recently issued reports on PLTR. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Palantir Technologies from $7.00 to $9.00 in a research report on Tuesday, August 8th. Citigroup boosted their target price on shares of Palantir Technologies from $6.00 to $10.00 and gave the stock a &#34;sell&#34; rating in a research report on Monday, August 7th. DA Davidson raised their price objective on Palantir Technologies from $8.50 to $15.00 and gave the stock a &#34;neutral&#34; rating in a research report on Tuesday, August 8th. Mizuho upped their price objective on Palantir Technologies from $14.00 to $16.00 and gave the stock a &#34;neutral&#34; rating in a report on Tuesday, August 8th. Finally, Wedbush reaffirmed an &#34;outperform&#34; rating and set a $25.00 price target on shares of Palantir Technologies in a research note on Tuesday, August 8th.</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>Palantir Stock Drops Another 3% After Tumbling 8.4% Yesterday</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\">\nPalantir Stock Drops Another 3% After Tumbling 8.4% Yesterday\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\">2023-08-18 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stock drops another 3% in premarket trading Friday after tumbling 8.4% Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba40a72d54ce25870aebdbdacff29a03\" tg-width=\"856\" tg-height=\"622\"/></p><p>While further details about the specific factors influencing the decline are not provided, it can be inferred that a general downturn in the stock market contributed to the poor performance of Palantir’s shares.</p><p>Shares of Palantir Technologies Inc. have earned an average recommendation of &#34;Reduce&#34; from the fourteen research firms that are presently covering the company, MarketBeat reports. Five equities research analysts have rated the stock with a sell recommendation, six have given a hold recommendation and three have given a buy recommendation to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $12.96.</p><p>Several research firms have recently issued reports on PLTR. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Palantir Technologies from $7.00 to $9.00 in a research report on Tuesday, August 8th. Citigroup boosted their target price on shares of Palantir Technologies from $6.00 to $10.00 and gave the stock a &#34;sell&#34; rating in a research report on Monday, August 7th. DA Davidson raised their price objective on Palantir Technologies from $8.50 to $15.00 and gave the stock a &#34;neutral&#34; rating in a research report on Tuesday, August 8th. Mizuho upped their price objective on Palantir Technologies from $14.00 to $16.00 and gave the stock a &#34;neutral&#34; rating in a report on Tuesday, August 8th. Finally, Wedbush reaffirmed an &#34;outperform&#34; rating and set a $25.00 price target on shares of Palantir Technologies in a research note on Tuesday, August 8th.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119026610","content_text":"Palantir stock drops another 3% in premarket trading Friday after tumbling 8.4% Thursday.While further details about the specific factors influencing the decline are not provided, it can be inferred that a general downturn in the stock market contributed to the poor performance of Palantir’s shares.Shares of Palantir Technologies Inc. have earned an average recommendation of \"Reduce\" from the fourteen research firms that are presently covering the company, MarketBeat reports. Five equities research analysts have rated the stock with a sell recommendation, six have given a hold recommendation and three have given a buy recommendation to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $12.96.Several research firms have recently issued reports on PLTR. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Palantir Technologies from $7.00 to $9.00 in a research report on Tuesday, August 8th. Citigroup boosted their target price on shares of Palantir Technologies from $6.00 to $10.00 and gave the stock a \"sell\" rating in a research report on Monday, August 7th. DA Davidson raised their price objective on Palantir Technologies from $8.50 to $15.00 and gave the stock a \"neutral\" rating in a research report on Tuesday, August 8th. Mizuho upped their price objective on Palantir Technologies from $14.00 to $16.00 and gave the stock a \"neutral\" rating in a report on Tuesday, August 8th. Finally, Wedbush reaffirmed an \"outperform\" rating and set a $25.00 price target on shares of Palantir Technologies in a research note on Tuesday, August 8th.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947049047,"gmtCreate":1682403063891,"gmtModify":1682403069993,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Say what u want. I am buying&nbsp;","listText":"Say what u want. I am buying&nbsp;","text":"Say what u want. I am buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947049047","repostId":"1137816382","repostType":4,"repost":{"id":"1137816382","pubTimestamp":1682390479,"share":"https://ttm.financial/m/news/1137816382?lang=&edition=fundamental","pubTime":"2023-04-25 10:41","market":"hk","language":"en","title":"Alibaba, HSBC Push Hang Seng to 4-Week Low on Valuation, Recovery Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1137816382","media":"South China Morning Post","summary":"‘The market simply doesn’t have confidence in the current recovery,’ says Wang Qi at MegaTrust Inves","content":"<html><head></head><body><ul><li><p>‘The market simply doesn’t have confidence in the current recovery,’ says Wang Qi at MegaTrust Investment, citing excessive valuations, among others</p></li><li><p>So far, Chinese onshore companies that trailed 2022 earnings targets outnumbered those that beat by almost three to one, according to Bank of America</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55bff32b4238f7f98aabe9b290418415\" alt=\"A man looks at his smartphone near a display showing stock prices at a brokerage house in Shanghai. Photo: AP\" title=\"A man looks at his smartphone near a display showing stock prices at a brokerage house in Shanghai. Photo: AP\" tg-width=\"1098\" tg-height=\"732\"/><span>A man looks at his smartphone near a display showing stock prices at a brokerage house in Shanghai. Photo: AP</span></p><p>Hong Kong stocks fell to a four-week low, led by tech leaders including Alibaba Group, as some investors cautioned valuations may have risen well ahead of earnings and economic recovery in mainland China.</p><p>The Hang Seng Index slumped 1.4 per cent to 19,684.49 at 10.30am local time, the lowest level since March 28. The Tech Index tumbled 2.9 per cent, while the Shanghai Composite retreated 0.2 per cent.</p><p>Alibaba Group declined 2.6 per cent to HK$84.65 while Tencent Holdings slipped 2.3 per cent to HK$337. HSBC dropped 0.8 per cent to HK$55.50 and developer Longfor Group lost 0.5 per cent to HK$22. Gains of 1 per cent to 1.7 per cent in China Life, CK Hutchison and CNOOC tempered losses.</p><p>“The market simply doesn’t have confidence in the current recovery,” Wang Qi, CEO of MegaTust Investment in Hong Kong, said in a recent note to clients. “A recovery may already be priced in for some sectors, like the airlines and duty free shopping. The market seems to have priced in the good news, but not the potential risks.”</p><p>The Hang Seng Index has risen 0.8 per cent this month in a wobbly start to the quarter, following China’s stronger-than-expected GDP data. Concerns about weak earnings and US tech investment curbs have stoked risk aversion, before the local markets pause for a holiday next week.</p><p>Analysts trimmed the 12-month forward earnings of companies in the Hang Seng China Enterprises Index by 9.5 per cent last week, according to Bank of America, on top of a 10 per cent cut in the preceding week. So far, onshore companies that missed 2022 earnings targets have outnumbered those that beat by almost three to one, it added.</p><p>One company began trading today. Rongcheer Industrial Technology dropped 3.7 per cent to 31.14 yuan in Shenzhen.</p><p>Elsewhere, Asian markets were mixed. The Nikkei 225 in Japan added 0.5 per cent while the Kospi Index in South Korea dropped 0.4 per cent and the S&amp;P/ASX 200 in Australia fell 0.1 per cent.</p></body></html>","source":"lsy1600132093512","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, HSBC Push Hang Seng to 4-Week Low on Valuation, Recovery Concerns</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, HSBC Push Hang Seng to 4-Week Low on Valuation, Recovery Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-25 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/banking-finance/article/3218227/hong-kong-stocks-slide-4-week-low-alibaba-tencent-hsbc-pace-losses-while-investors-fret-about><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘The market simply doesn’t have confidence in the current recovery,’ says Wang Qi at MegaTrust Investment, citing excessive valuations, among othersSo far, Chinese onshore companies that trailed 2022 ...</p>\n\n<a href=\"https://www.scmp.com/business/banking-finance/article/3218227/hong-kong-stocks-slide-4-week-low-alibaba-tencent-hsbc-pace-losses-while-investors-fret-about\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"https://www.scmp.com/business/banking-finance/article/3218227/hong-kong-stocks-slide-4-week-low-alibaba-tencent-hsbc-pace-losses-while-investors-fret-about","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137816382","content_text":"‘The market simply doesn’t have confidence in the current recovery,’ says Wang Qi at MegaTrust Investment, citing excessive valuations, among othersSo far, Chinese onshore companies that trailed 2022 earnings targets outnumbered those that beat by almost three to one, according to Bank of AmericaA man looks at his smartphone near a display showing stock prices at a brokerage house in Shanghai. Photo: APHong Kong stocks fell to a four-week low, led by tech leaders including Alibaba Group, as some investors cautioned valuations may have risen well ahead of earnings and economic recovery in mainland China.The Hang Seng Index slumped 1.4 per cent to 19,684.49 at 10.30am local time, the lowest level since March 28. The Tech Index tumbled 2.9 per cent, while the Shanghai Composite retreated 0.2 per cent.Alibaba Group declined 2.6 per cent to HK$84.65 while Tencent Holdings slipped 2.3 per cent to HK$337. HSBC dropped 0.8 per cent to HK$55.50 and developer Longfor Group lost 0.5 per cent to HK$22. Gains of 1 per cent to 1.7 per cent in China Life, CK Hutchison and CNOOC tempered losses.“The market simply doesn’t have confidence in the current recovery,” Wang Qi, CEO of MegaTust Investment in Hong Kong, said in a recent note to clients. “A recovery may already be priced in for some sectors, like the airlines and duty free shopping. The market seems to have priced in the good news, but not the potential risks.”The Hang Seng Index has risen 0.8 per cent this month in a wobbly start to the quarter, following China’s stronger-than-expected GDP data. Concerns about weak earnings and US tech investment curbs have stoked risk aversion, before the local markets pause for a holiday next week.Analysts trimmed the 12-month forward earnings of companies in the Hang Seng China Enterprises Index by 9.5 per cent last week, according to Bank of America, on top of a 10 per cent cut in the preceding week. So far, onshore companies that missed 2022 earnings targets have outnumbered those that beat by almost three to one, it added.One company began trading today. Rongcheer Industrial Technology dropped 3.7 per cent to 31.14 yuan in Shenzhen.Elsewhere, Asian markets were mixed. The Nikkei 225 in Japan added 0.5 per cent while the Kospi Index in South Korea dropped 0.4 per cent and the S&P/ASX 200 in Australia fell 0.1 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947040562,"gmtCreate":1682402966857,"gmtModify":1682402973260,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947040562","repostId":"2330081138","repostType":4,"repost":{"id":"2330081138","pubTimestamp":1682399774,"share":"https://ttm.financial/m/news/2330081138?lang=&edition=fundamental","pubTime":"2023-04-25 13:16","market":"us","language":"en","title":"Alibaba Erases Gains From Spinoff Hype Amid Geopolitical Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2330081138","media":"Bloomberg","summary":"(Bloomberg) -- The euphoria surrounding Alibaba Group Holding Ltd.’s spinoff plan appears to be all ","content":"<html><head></head><body><p>(Bloomberg) -- The euphoria surrounding Alibaba Group Holding Ltd.’s spinoff plan appears to be all but over.</p><p>The e-commerce giant’s stock has erased all the gains fueled by its ambitious reorganization proposal unveiled March 28 after it slumped 3.2% in Hong Kong on Tuesday. The latest drop came as a worsening US-China rift damped demand for technology shares.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/043428426486b0f99d438779f4932731\" tg-width=\"973\" tg-height=\"818\"/></p><p>“Overall sentiment on China is low now as geopolitical tensions continue to weigh and it may be difficult for IPO or spin off activity to pick up momentum in such an environment,” said Marvin Chen, an analyst with Bloomberg Intelligence. “While Alibaba stock may remain volatile, downside may be limited as valuations approach single digits again.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/869abc57989bab2b5bd907e1eefd701a\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The reversal of fortunes is a stark reminder that tech shares remain at the mercy of US-China tensions despite growing optimism that a years long regulatory crackdown on the sector is easing. </p><p>The Hang Seng Tech Index slid as much as 3.5% Tuesday as investors assessed risks including last week’s report that the US is preparing to limit investment in key parts of China’s economy by American businesses.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Erases Gains From Spinoff Hype Amid Geopolitical Worries</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 Erases Gains From Spinoff Hype Amid Geopolitical Worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-25 13:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/alibaba-erases-gains-spinoff-hype-042012673.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The euphoria surrounding Alibaba Group Holding Ltd.’s spinoff plan appears to be all but over.The e-commerce giant’s stock has erased all the gains fueled by its ambitious ...</p>\n\n<a href=\"https://finance.yahoo.com/news/alibaba-erases-gains-spinoff-hype-042012673.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4504":"桥水持仓","BABA":"阿里巴巴","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4548":"巴美列捷福持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4565":"NFT概念","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","09988":"阿里巴巴-W","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4587":"ChatGPT概念","BK4558":"双十一","BK4524":"宅经济概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4535":"淡马锡持仓","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","BK4538":"云计算","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4579":"人工智能","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"https://finance.yahoo.com/news/alibaba-erases-gains-spinoff-hype-042012673.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2330081138","content_text":"(Bloomberg) -- The euphoria surrounding Alibaba Group Holding Ltd.’s spinoff plan appears to be all but over.The e-commerce giant’s stock has erased all the gains fueled by its ambitious reorganization proposal unveiled March 28 after it slumped 3.2% in Hong Kong on Tuesday. The latest drop came as a worsening US-China rift damped demand for technology shares.“Overall sentiment on China is low now as geopolitical tensions continue to weigh and it may be difficult for IPO or spin off activity to pick up momentum in such an environment,” said Marvin Chen, an analyst with Bloomberg Intelligence. “While Alibaba stock may remain volatile, downside may be limited as valuations approach single digits again.”The reversal of fortunes is a stark reminder that tech shares remain at the mercy of US-China tensions despite growing optimism that a years long regulatory crackdown on the sector is easing. The Hang Seng Tech Index slid as much as 3.5% Tuesday as investors assessed risks including last week’s report that the US is preparing to limit investment in key parts of China’s economy by American businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957748680,"gmtCreate":1677568891740,"gmtModify":1677568895372,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>room to go up","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>room to go up","text":"$Alibaba(09988)$ room to go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957748680","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955488924,"gmtCreate":1675673269969,"gmtModify":1675673273400,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955488924","repostId":"9955483357","repostType":1,"repost":{"id":9955483357,"gmtCreate":1675671817479,"gmtModify":1675673016182,"author":{"id":"3479274805851817","authorId":"3479274805851817","name":"jinglese","avatar":"https://static.tigerbbs.com/4ebe5beb77fb19d8017b2c18ef673b57","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274805851817","authorIdStr":"3479274805851817"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GPRO\">$GoPro(GPRO)$</a> &nbsp;GoPro reported quarterly earnings of 12 cents per share which beat the analyst consensus estimate of 9 cents. The company also reported quarterly sales of $321.02 million, which missed the analyst consensus estimate of $322.80 million by less than 1%. This is an 18% decrease over sales of $391.15 million in the same period last year.Meanwhile, GoPro.com revenue, including subscription and service revenue, was flat year-over-year at $128 million, or 40% of total revenue. The company highlighted subscription and service revenue increased 30% year-over-year to $22 million.\"In 2022, GoPro achieved GAAP profitability in a very challenging macroeconomic environment. We generated EBITDA of $95 million, or 9% of revenue. Additionally,","listText":"<a href=\"https://ttm.financial/S/GPRO\">$GoPro(GPRO)$</a> &nbsp;GoPro reported quarterly earnings of 12 cents per share which beat the analyst consensus estimate of 9 cents. The company also reported quarterly sales of $321.02 million, which missed the analyst consensus estimate of $322.80 million by less than 1%. This is an 18% decrease over sales of $391.15 million in the same period last year.Meanwhile, GoPro.com revenue, including subscription and service revenue, was flat year-over-year at $128 million, or 40% of total revenue. The company highlighted subscription and service revenue increased 30% year-over-year to $22 million.\"In 2022, GoPro achieved GAAP profitability in a very challenging macroeconomic environment. We generated EBITDA of $95 million, or 9% of revenue. Additionally,","text":"$GoPro(GPRO)$ GoPro reported quarterly earnings of 12 cents per share which beat the analyst consensus estimate of 9 cents. The company also reported quarterly sales of $321.02 million, which missed the analyst consensus estimate of $322.80 million by less than 1%. This is an 18% decrease over sales of $391.15 million in the same period last year.Meanwhile, GoPro.com revenue, including subscription and service revenue, was flat year-over-year at $128 million, or 40% of total revenue. The company highlighted subscription and service revenue increased 30% year-over-year to $22 million.\"In 2022, GoPro achieved GAAP profitability in a very challenging macroeconomic environment. We generated EBITDA of $95 million, or 9% of revenue. Additionally,","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955483357","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955927893,"gmtCreate":1675156620213,"gmtModify":1676538980197,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Great, another opportunity to buy","listText":"Great, another opportunity to buy","text":"Great, another opportunity to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955927893","repostId":"1192946394","repostType":4,"repost":{"id":"1192946394","pubTimestamp":1675146326,"share":"https://ttm.financial/m/news/1192946394?lang=&edition=fundamental","pubTime":"2023-01-31 14:25","market":"hk","language":"en","title":"Alibaba Shares Lose $28 Billion in Sign Rally is Fizzling Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1192946394","media":"Bloomberg","summary":"Shares fall Tuesday after slumping 7.1% in previous sessionAlibaba still one of best performers in H","content":"<html><head></head><body><ul><li>Shares fall Tuesday after slumping 7.1% in previous session</li><li>Alibaba still one of best performers in Hang Seng Index</li></ul><p>Alibaba Group Holding Ltd.’s biggest selloff in three months is underscoring investor concern that China’s consumer recovery may fail to meet lofty expectations.</p><p>The e-commerce giant’s 9.1% slump this week has wiped out $28 billion in the tech giant’s market value. The losses have trimmed the month’s gain to about 25%, though that’s still more than double the rebound for the benchmark Hang Seng Index in Hong Kong.</p><p>Some market participants are fretting about whether Alibaba’s earnings can recover at the pace that’s been priced in. That may undermine the gains, which were fueled by bullish reports from brokers including Citigroup Inc. and Goldman Sachs Group Inc. earlier this month citing further earnings upside for China’s internet sector given the reopening and easing regulatory clampdown.</p><p><img src=\"https://static.tigerbbs.com/d6156f941444da7c3d11ef54bd82c6ae\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>“Some investors are getting cautious after such a sharp rally, and they are waiting for data on a fundamental recovery, including earnings and business guidance,” said Banny Lam, head of research at Ceb International Inv Corp Ltd. “The stock will remain volatile in the near term.”</p><p>Hangzhou-based Alibaba’s gains in January were more than almost any other company in the Hang Seng as it extended its rally from an October low to 75%. It hasn’t been alone in riding on the bullish wave, with Tencent Holdings Ltd. and NetEase Inc. also showing indications of being overbought.</p><p>Alibaba’s 12-month forward earnings forecast has been revised down about 4% since mid-December, data compiled by Bloomberg show.</p><p>The stock’s put-to-call ratio has been rebounding in Hong Kong this month, a sign that investors are buying more protection against any stock declines. Alibaba shares have been technically overbought for about three weeks before Monday’s slide, Bloomberg data based on 14-day RSI show.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Lose $28 Billion in Sign Rally is Fizzling Out</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 Shares Lose $28 Billion in Sign Rally is Fizzling Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-31/alibaba-loses-23-billion-in-one-day-in-sign-rally-is-easing-off?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares fall Tuesday after slumping 7.1% in previous sessionAlibaba still one of best performers in Hang Seng IndexAlibaba Group Holding Ltd.’s biggest selloff in three months is underscoring investor ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-31/alibaba-loses-23-billion-in-one-day-in-sign-rally-is-easing-off?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-31/alibaba-loses-23-billion-in-one-day-in-sign-rally-is-easing-off?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192946394","content_text":"Shares fall Tuesday after slumping 7.1% in previous sessionAlibaba still one of best performers in Hang Seng IndexAlibaba Group Holding Ltd.’s biggest selloff in three months is underscoring investor concern that China’s consumer recovery may fail to meet lofty expectations.The e-commerce giant’s 9.1% slump this week has wiped out $28 billion in the tech giant’s market value. The losses have trimmed the month’s gain to about 25%, though that’s still more than double the rebound for the benchmark Hang Seng Index in Hong Kong.Some market participants are fretting about whether Alibaba’s earnings can recover at the pace that’s been priced in. That may undermine the gains, which were fueled by bullish reports from brokers including Citigroup Inc. and Goldman Sachs Group Inc. earlier this month citing further earnings upside for China’s internet sector given the reopening and easing regulatory clampdown.“Some investors are getting cautious after such a sharp rally, and they are waiting for data on a fundamental recovery, including earnings and business guidance,” said Banny Lam, head of research at Ceb International Inv Corp Ltd. “The stock will remain volatile in the near term.”Hangzhou-based Alibaba’s gains in January were more than almost any other company in the Hang Seng as it extended its rally from an October low to 75%. It hasn’t been alone in riding on the bullish wave, with Tencent Holdings Ltd. and NetEase Inc. also showing indications of being overbought.Alibaba’s 12-month forward earnings forecast has been revised down about 4% since mid-December, data compiled by Bloomberg show.The stock’s put-to-call ratio has been rebounding in Hong Kong this month, a sign that investors are buying more protection against any stock declines. Alibaba shares have been technically overbought for about three weeks before Monday’s slide, Bloomberg data based on 14-day RSI show.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927996388,"gmtCreate":1672365352444,"gmtModify":1676538679327,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927996388","repostId":"621271926","repostType":1,"repost":{"id":621271926,"gmtCreate":1672362900000,"gmtModify":1676538679080,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574917796328560","authorIdStr":"3574917796328560"},"themes":[],"title":"TSMC Begins to Mass-Produce 3nm Chip even Recession Fears Buildup","htmlText":"BEIJING, December 29 (TMTPOST)— Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading chip maker for other companies, is committed to expand capacity of advanced chips even the semiconductor industry has been weighed by increasing recession fears. Source: TMTPost TSMC announced to start mass production of 3-nanometer (nm) chips on Thursday, using the so called most advanced semiconductor technology across the globe. The industry is set to grow rapidly in the next decade, and demand for 3nm-chips would be “very strong”, said TSMC Chairman Mark Liu at a ceremony for increasing capacity that day. Liu called the high yield rate of 3nm chips at his company a success with no doubt. He expected the new 3nm technology to create end products with a total value of US$1.5 trillion in the","listText":"BEIJING, December 29 (TMTPOST)— Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading chip maker for other companies, is committed to expand capacity of advanced chips even the semiconductor industry has been weighed by increasing recession fears. Source: TMTPost TSMC announced to start mass production of 3-nanometer (nm) chips on Thursday, using the so called most advanced semiconductor technology across the globe. The industry is set to grow rapidly in the next decade, and demand for 3nm-chips would be “very strong”, said TSMC Chairman Mark Liu at a ceremony for increasing capacity that day. Liu called the high yield rate of 3nm chips at his company a success with no doubt. He expected the new 3nm technology to create end products with a total value of US$1.5 trillion in the","text":"BEIJING, December 29 (TMTPOST)— Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading chip maker for other companies, is committed to expand capacity of advanced chips even the semiconductor industry has been weighed by increasing recession fears. Source: TMTPost TSMC announced to start mass production of 3-nanometer (nm) chips on Thursday, using the so called most advanced semiconductor technology across the globe. The industry is set to grow rapidly in the next decade, and demand for 3nm-chips would be “very strong”, said TSMC Chairman Mark Liu at a ceremony for increasing capacity that day. Liu called the high yield rate of 3nm chips at his company a success with no doubt. He expected the new 3nm technology to create end products with a total value of US$1.5 trillion in the","images":[{"img":"https://static.tigerbbs.com/13fc5b00938d4d0f98b62d5357827f70"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621271926","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987724992,"gmtCreate":1668002656516,"gmtModify":1676537997042,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987724992","repostId":"9987767297","repostType":1,"repost":{"id":9987767297,"gmtCreate":1667996161000,"gmtModify":1676537996602,"author":{"id":"9000000000000660","authorId":"9000000000000660","name":"SagarSinghSetia","avatar":"https://community-static.tradeup.com/news/07ec1d8d3e2794339502c9055d96682e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000660","authorIdStr":"9000000000000660"},"themes":[],"title":"Tug-Of-War!","htmlText":"Do you want to know who is&nbsp;winning? Photo by <a href=\"https://www.pexels.com/photo/group-of-people-doing-tug-of-war-791765/\">Victor Freitas</a> from&nbsp;Pexels “Restoring price stability is essential to set the stage for achieving maximum employment and stable prices in the longer run. The historical record cautions strongly against prematurely loosening policy. We will stay the course until the job is done.”- Jerome Powell, November 2nd,&nbsp;2022. On June 10th this year, the US CPI data <a href=\"https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html\">came</a> out at 8.6%, the highest since 1981, sending shockwaves across the markets worldwide. Thanks for reading Marquee Finance by Sagar! Subscribe for free to receive new posts and support my&nbsp;work. Within a span of","listText":"Do you want to know who is&nbsp;winning? Photo by <a href=\"https://www.pexels.com/photo/group-of-people-doing-tug-of-war-791765/\">Victor Freitas</a> from&nbsp;Pexels “Restoring price stability is essential to set the stage for achieving maximum employment and stable prices in the longer run. The historical record cautions strongly against prematurely loosening policy. We will stay the course until the job is done.”- Jerome Powell, November 2nd,&nbsp;2022. On June 10th this year, the US CPI data <a href=\"https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html\">came</a> out at 8.6%, the highest since 1981, sending shockwaves across the markets worldwide. Thanks for reading Marquee Finance by Sagar! Subscribe for free to receive new posts and support my&nbsp;work. Within a span of","text":"Do you want to know who is winning? Photo by Victor Freitas from Pexels “Restoring price stability is essential to set the stage for achieving maximum employment and stable prices in the longer run. The historical record cautions strongly against prematurely loosening policy. We will stay the course until the job is done.”- Jerome Powell, November 2nd, 2022. On June 10th this year, the US CPI data came out at 8.6%, the highest since 1981, sending shockwaves across the markets worldwide. Thanks for reading Marquee Finance by Sagar! Subscribe for free to receive new posts and support my work. Within a span of","images":[{"img":"https://static.tigerbbs.com/8cfd2c1e456eb0a31ec0c851612f4559"},{"img":"https://static.tigerbbs.com/a3ac7cb7e6183f6c95fd01e749c9d694"},{"img":"https://static.tigerbbs.com/db47a9a7bb41c3457dfd0e69bd8ea706"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987767297","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985024103,"gmtCreate":1667273058502,"gmtModify":1676537889466,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985024103","repostId":"9985067733","repostType":1,"repost":{"id":9985067733,"gmtCreate":1667271759322,"gmtModify":1676537889135,"author":{"id":"9000000000000652","authorId":"9000000000000652","name":"ChristKitto","avatar":"https://static.tigerbbs.com/4978f4a510bcf43d5d844a52ae86fd92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000652","authorIdStr":"9000000000000652"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> all Netflix<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> did was reduce their price for an ad based sub. Have you seen what Meta is doing with Reels? 2 billion would be movie makers posting their vids making a few bucks here and there from advertisers. That translates to new, and Increased revenues. Even if Metaverse takes 5 years to monetize. Reels starts right now!!!","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> all Netflix<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> did was reduce their price for an ad based sub. Have you seen what Meta is doing with Reels? 2 billion would be movie makers posting their vids making a few bucks here and there from advertisers. That translates to new, and Increased revenues. Even if Metaverse takes 5 years to monetize. Reels starts right now!!!","text":"$Meta Platforms, Inc.(META)$ all Netflix$Netflix(NFLX)$ did was reduce their price for an ad based sub. Have you seen what Meta is doing with Reels? 2 billion would be movie makers posting their vids making a few bucks here and there from advertisers. That translates to new, and Increased revenues. Even if Metaverse takes 5 years to monetize. Reels starts right now!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985067733","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9035423766,"gmtCreate":1647657351711,"gmtModify":1676534256395,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035423766","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","pubTimestamp":1647650557,"share":"https://ttm.financial/m/news/2220726035?lang=&edition=fundamental","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</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>Disney: Awakening The Sleeping Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","BK4551":"寇图资本持仓","DIS":"迪士尼","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039461399,"gmtCreate":1646101134382,"gmtModify":1676534091328,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"The loss didn't extend&nbsp;","listText":"The loss didn't extend&nbsp;","text":"The loss didn't extend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039461399","repostId":"1181369130","repostType":4,"repost":{"id":"1181369130","pubTimestamp":1646093481,"share":"https://ttm.financial/m/news/1181369130?lang=&edition=fundamental","pubTime":"2022-03-01 08:11","market":"sg","language":"en","title":"Singapore Stock Market May Extend Monday's Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1181369130","media":"RTTNews","summary":"The Singapore stock market headed south again on Monday, one session after ending the five-day losin","content":"<html><head></head><body><p>The Singapore stock market headed south again on Monday, one session after ending the five-day losing streak in which it had tumbled more than 165 points or 5 percent. The Straits Times Index now sits just above the 3,240-point plateau and it may take further damage on Tuesday.</p><p>The global forecast for the Asian markets calls for continued volatility as the Russian invasion of Ukraine continues. The European markets finished lower and the U.S. bourses ended mixed and the Asian markets figure to split the difference after a wild ride.</p><p>The STI finished sharply lower on Monday following losses from the financial shares, property stocks and industrials.</p><p>For the day, the index tumbled 52.23 points or 1.59 percent to finish at 3,242.24 after trading between 3,214.93 and 3,301.08. Volume was 1.72 billion shares worth 3.01 billion Singapore dollars. There were 277 decliners and 224 gainers.</p><p>Among the actives, Ascendas REIT sank 1.07 percent, while CapitaLand Integrated Commercial Trust lost 0.47 percent, City Developments dipped 0.28 percent, Comfort DelGro shed 0.70 percent, Dairy Farm International was down 0.38 percent, DBS Group plummeted 3.23 percent, Hongkong Land tanked 2.88 percent, Keppel Corp advanced 0.50 percent, Mapletree Logistics Trust climbed 0.57 percent, Oversea-Chinese Banking Corporation weakened 1.52 percent, SATS declined 1.98 percent, SembCorp Industries retreated 1.95 percent, Singapore Airlines gained 0.39 percent, Singapore Exchange dropped 0.95 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering jumped 1.33 percent, SingTel plunged 3.08 percent, Thai Beverage tumbled 2.21 percent, United Overseas Bank surrendered 2.16 percent, Wilmar International slumped 1.35 percent, Yangzijiang Shipbuilding stumbled 1.43 percent and Mapletree Commercial Trust and Genting Singapore were unchanged.</p><p>The lead from Wall Street ends up mixed as the major averages opened lower on Monday. Amidst wild swings, the Dow and the S&amp;P 500 remained in the red throughout, although a late surge from the NASDAQ pushed it into positive territory.</p><p>The Dow dropped 166.15 points or 0.49 percent to finish at 33,892.60, while the NASDAQ added 56.78 points or 0.41 percent to close at 13,751.40 and the S&amp;P lost 10.71 points or 0.24 percent to end at 4,373.94.</p><p>Geopolitical concerns have contributed to the pullback on Wall Street amid the ongoing Russian invasion of Ukraine. News that Russian President Vladimir Putin has put his nuclear forces on high alert has led to worries about an escalation.</p><p>Russian and Ukrainian officials are meeting on the Belarusian-Ukrainian border to discuss a possible ceasefire, although optimism the talks will lead to peace is low. The West continues to ramp up sanctions against Russia in response to the invasion, leading to worries about the impact on the global economy.</p><p>On the U.S. economic front, MNI Indicators released a report showing a significant slowdown in the pace of growth in Chicago-area businessactivity in February.</p><p>Crude oil futures settled sharply higher Monday amid rising concerns about supply disruptions in Russia. As Russia accounts for about 10 percent of the global oil supply, the sanctions by the West are likely to significantly hurt supplies. West Texas Intermediate Crude oil futures for April ended higher by 4.13 or 4.5 percent at $95.72 a barrel.</p></body></html>","source":"lsy1626938412129","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 Stock Market May Extend Monday's Losses</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\">\nSingapore Stock Market May Extend Monday's Losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 08:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3266305/singapore-stock-market-may-extend-monday-s-losses.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market headed south again on Monday, one session after ending the five-day losing streak in which it had tumbled more than 165 points or 5 percent. The Straits Times Index now sits...</p>\n\n<a href=\"https://www.rttnews.com/3266305/singapore-stock-market-may-extend-monday-s-losses.aspx?type=acom\">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.rttnews.com/3266305/singapore-stock-market-may-extend-monday-s-losses.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181369130","content_text":"The Singapore stock market headed south again on Monday, one session after ending the five-day losing streak in which it had tumbled more than 165 points or 5 percent. The Straits Times Index now sits just above the 3,240-point plateau and it may take further damage on Tuesday.The global forecast for the Asian markets calls for continued volatility as the Russian invasion of Ukraine continues. The European markets finished lower and the U.S. bourses ended mixed and the Asian markets figure to split the difference after a wild ride.The STI finished sharply lower on Monday following losses from the financial shares, property stocks and industrials.For the day, the index tumbled 52.23 points or 1.59 percent to finish at 3,242.24 after trading between 3,214.93 and 3,301.08. Volume was 1.72 billion shares worth 3.01 billion Singapore dollars. There were 277 decliners and 224 gainers.Among the actives, Ascendas REIT sank 1.07 percent, while CapitaLand Integrated Commercial Trust lost 0.47 percent, City Developments dipped 0.28 percent, Comfort DelGro shed 0.70 percent, Dairy Farm International was down 0.38 percent, DBS Group plummeted 3.23 percent, Hongkong Land tanked 2.88 percent, Keppel Corp advanced 0.50 percent, Mapletree Logistics Trust climbed 0.57 percent, Oversea-Chinese Banking Corporation weakened 1.52 percent, SATS declined 1.98 percent, SembCorp Industries retreated 1.95 percent, Singapore Airlines gained 0.39 percent, Singapore Exchange dropped 0.95 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering jumped 1.33 percent, SingTel plunged 3.08 percent, Thai Beverage tumbled 2.21 percent, United Overseas Bank surrendered 2.16 percent, Wilmar International slumped 1.35 percent, Yangzijiang Shipbuilding stumbled 1.43 percent and Mapletree Commercial Trust and Genting Singapore were unchanged.The lead from Wall Street ends up mixed as the major averages opened lower on Monday. Amidst wild swings, the Dow and the S&P 500 remained in the red throughout, although a late surge from the NASDAQ pushed it into positive territory.The Dow dropped 166.15 points or 0.49 percent to finish at 33,892.60, while the NASDAQ added 56.78 points or 0.41 percent to close at 13,751.40 and the S&P lost 10.71 points or 0.24 percent to end at 4,373.94.Geopolitical concerns have contributed to the pullback on Wall Street amid the ongoing Russian invasion of Ukraine. News that Russian President Vladimir Putin has put his nuclear forces on high alert has led to worries about an escalation.Russian and Ukrainian officials are meeting on the Belarusian-Ukrainian border to discuss a possible ceasefire, although optimism the talks will lead to peace is low. The West continues to ramp up sanctions against Russia in response to the invasion, leading to worries about the impact on the global economy.On the U.S. economic front, MNI Indicators released a report showing a significant slowdown in the pace of growth in Chicago-area businessactivity in February.Crude oil futures settled sharply higher Monday amid rising concerns about supply disruptions in Russia. As Russia accounts for about 10 percent of the global oil supply, the sanctions by the West are likely to significantly hurt supplies. West Texas Intermediate Crude oil futures for April ended higher by 4.13 or 4.5 percent at $95.72 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094898294,"gmtCreate":1645104513524,"gmtModify":1676533997287,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Doesnt make sense, meet expectations, price still drop","listText":"Doesnt make sense, meet expectations, price still drop","text":"Doesnt make sense, meet expectations, price still drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094898294","repostId":"1148361873","repostType":4,"repost":{"id":"1148361873","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":1645102836,"share":"https://ttm.financial/m/news/1148361873?lang=&edition=fundamental","pubTime":"2022-02-17 21:00","market":"us","language":"en","title":"Pre-Bell｜Futures Slip on Heightening Ukraine Tensions; Palantir Plunged 11% After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1148361873","media":"Tiger Newspress","summary":"U.S. stock index futures slid on Thursday after reports of clashes in eastern Ukraine kept investors","content":"<html><head></head><body><p>U.S. stock index futures slid on Thursday after reports of clashes in eastern Ukraine kept investors on edge, while weekly jobless claims data was awaited for clues on a labor market recovery.</p><p><b>Market Snapshot</b></p><p>At 8 a.m. ET, Dow e-minis were down 72 points, or 0.21%, S&amp;P 500 e-minis were down 12.5 points, or 0.28%, and Nasdaq 100 e-minis were down 52 points, or 0.36%.</p><p><img src=\"https://static.tigerbbs.com/8ca2b353d140b7b34de6561d8e82af5a\" tg-width=\"819\" tg-height=\"275\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><a href=\"https://laohu8.com/S/WMT\">Wal-Mart</a> (WMT) – Walmart stock rose 2.9% in the premarket after the retail giant reported better-than-expected quarterly results. Walmart earned an adjusted $1.53 per share, 3 cents above estimates, issued an upbeat forecast, and announced a dividend hike.</p><p><a href=\"https://laohu8.com/S/AN\">AutoNation</a> (AN) – The auto retailer earned an adjusted $5.76 per share for the fourth quarter, beating the consensus estimate of $4.96. Revenue was also above estimates, driven by a 55% surge in used vehicle sales. AutoNation shares jumped 3% in premarket trading.</p><p><a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a> (DASH) – DoorDash soared 24.1% in premarket trading after the food delivery service issued an upbeat outlook for the current quarter. Doordash reported a fourth-quarter loss but saw a 69% surge in revenue for 2021 even as restaurants reopened for dine-in service.</p><p><a href=\"https://laohu8.com/S/CSCO\">Cisco</a> (CSCO) – Cisco beat estimates by 3 cents with adjusted quarterly earnings of 84 cents per share. The networking equipment and software maker also reported better-than-expected revenue and issued an upbeat full-year forecast as it sees particularly strong demand from cloud computing companies. Cisco rose 3.5% in the premarket.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> (NVDA) – Nvidia reported adjusted quarterly earnings of $1.32 per share, 10 cents above estimates. The graphics chip maker also reported better-than-expected revenue for the quarter and gave an upbeat outlook. However, the stock came under pressure on concerns about flat profit margins and its exposure to the cryptocurrency market. Nvidia was down 2.5% in premarket action.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) – The software platform provider’s stock slid 11% in premarket trading after quarterly earnings fell short of forecasts. Palantir’s adjusted profit of 2 cents per share was half of what analysts predicted, although revenue exceeded forecasts.</p><p><a href=\"https://laohu8.com/S/TRIP\">TripAdvisor</a> (TRIP) – Tripadvisor tumbled in the premarket after reporting an unexpected quarterly loss and revenue that fell short of analyst forecasts. The travel review site operator said it expects significant improvement in the travel market this year after what it called “unexpected periods of virus resurgence” in 2021. Shares tumbled 7.9% in premarket trading.</p><p><a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (FSLY) – Fastly shares plummeted 31.9% in the premarket after the internet content delivery company gave lower-than-expected 2022 guidance. Fastly reported a narrower-than-expected fourth-quarter loss and revenue that came in above consensus estimates.</p><p><a href=\"https://laohu8.com/S/HAS\">Hasbro</a> (HAS) – Hasbro rallied 4% in premarket trading after activist investor Alta Fox Capital Management nominated five directors to the toy maker’s board. Alta Fox is pushing for Hasbro to spin off its fast-growing games unit.</p><p><a href=\"https://laohu8.com/S/CAKE\">Cheesecake Factory</a> (CAKE) – The restaurant operator’s shares jumped 4% in the premarket even though earnings came in below forecasts. A revenue beat was negated by increased input costs, but Cheesecake Factory is planning a price hike in new menus now being printed and said it may lift prices further later this year.</p><p><b>Market News</b></p><p>Details about former U.S. President Donald Trump&#39;s new social media app are trickling out as about 500 beta testers have begun using an early version of “Truth Social,” two sources told Reuters.</p><p>Tower Semiconductor on Thursday reported a higher than expected rise in quarterly profit, days after Intel Corp said it planned to buy the Israeli chipmaker.</p><p>Fintech company Circle Internet Financial said on Thursday it was valued at $9 billion under new deal terms for its merger with blank-check firm Concord Acquisition Corp.</p><p>Israeli enterprise software provider Nice expects double-digit growth taking revenue above $2 billion for 2022, it said as it reported a higher than expected increase in quarterly net profit on Thursday.</p><p>The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.</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>Pre-Bell｜Futures Slip on Heightening Ukraine Tensions; Palantir Plunged 11% After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nPre-Bell｜Futures Slip on Heightening Ukraine Tensions; Palantir Plunged 11% After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-17 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures slid on Thursday after reports of clashes in eastern Ukraine kept investors on edge, while weekly jobless claims data was awaited for clues on a labor market recovery.</p><p><b>Market Snapshot</b></p><p>At 8 a.m. ET, Dow e-minis were down 72 points, or 0.21%, S&amp;P 500 e-minis were down 12.5 points, or 0.28%, and Nasdaq 100 e-minis were down 52 points, or 0.36%.</p><p><img src=\"https://static.tigerbbs.com/8ca2b353d140b7b34de6561d8e82af5a\" tg-width=\"819\" tg-height=\"275\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><a href=\"https://laohu8.com/S/WMT\">Wal-Mart</a> (WMT) – Walmart stock rose 2.9% in the premarket after the retail giant reported better-than-expected quarterly results. Walmart earned an adjusted $1.53 per share, 3 cents above estimates, issued an upbeat forecast, and announced a dividend hike.</p><p><a href=\"https://laohu8.com/S/AN\">AutoNation</a> (AN) – The auto retailer earned an adjusted $5.76 per share for the fourth quarter, beating the consensus estimate of $4.96. Revenue was also above estimates, driven by a 55% surge in used vehicle sales. AutoNation shares jumped 3% in premarket trading.</p><p><a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a> (DASH) – DoorDash soared 24.1% in premarket trading after the food delivery service issued an upbeat outlook for the current quarter. Doordash reported a fourth-quarter loss but saw a 69% surge in revenue for 2021 even as restaurants reopened for dine-in service.</p><p><a href=\"https://laohu8.com/S/CSCO\">Cisco</a> (CSCO) – Cisco beat estimates by 3 cents with adjusted quarterly earnings of 84 cents per share. The networking equipment and software maker also reported better-than-expected revenue and issued an upbeat full-year forecast as it sees particularly strong demand from cloud computing companies. Cisco rose 3.5% in the premarket.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> (NVDA) – Nvidia reported adjusted quarterly earnings of $1.32 per share, 10 cents above estimates. The graphics chip maker also reported better-than-expected revenue for the quarter and gave an upbeat outlook. However, the stock came under pressure on concerns about flat profit margins and its exposure to the cryptocurrency market. Nvidia was down 2.5% in premarket action.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) – The software platform provider’s stock slid 11% in premarket trading after quarterly earnings fell short of forecasts. Palantir’s adjusted profit of 2 cents per share was half of what analysts predicted, although revenue exceeded forecasts.</p><p><a href=\"https://laohu8.com/S/TRIP\">TripAdvisor</a> (TRIP) – Tripadvisor tumbled in the premarket after reporting an unexpected quarterly loss and revenue that fell short of analyst forecasts. The travel review site operator said it expects significant improvement in the travel market this year after what it called “unexpected periods of virus resurgence” in 2021. Shares tumbled 7.9% in premarket trading.</p><p><a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (FSLY) – Fastly shares plummeted 31.9% in the premarket after the internet content delivery company gave lower-than-expected 2022 guidance. Fastly reported a narrower-than-expected fourth-quarter loss and revenue that came in above consensus estimates.</p><p><a href=\"https://laohu8.com/S/HAS\">Hasbro</a> (HAS) – Hasbro rallied 4% in premarket trading after activist investor Alta Fox Capital Management nominated five directors to the toy maker’s board. Alta Fox is pushing for Hasbro to spin off its fast-growing games unit.</p><p><a href=\"https://laohu8.com/S/CAKE\">Cheesecake Factory</a> (CAKE) – The restaurant operator’s shares jumped 4% in the premarket even though earnings came in below forecasts. A revenue beat was negated by increased input costs, but Cheesecake Factory is planning a price hike in new menus now being printed and said it may lift prices further later this year.</p><p><b>Market News</b></p><p>Details about former U.S. President Donald Trump&#39;s new social media app are trickling out as about 500 beta testers have begun using an early version of “Truth Social,” two sources told Reuters.</p><p>Tower Semiconductor on Thursday reported a higher than expected rise in quarterly profit, days after Intel Corp said it planned to buy the Israeli chipmaker.</p><p>Fintech company Circle Internet Financial said on Thursday it was valued at $9 billion under new deal terms for its merger with blank-check firm Concord Acquisition Corp.</p><p>Israeli enterprise software provider Nice expects double-digit growth taking revenue above $2 billion for 2022, it said as it reported a higher than expected increase in quarterly net profit on Thursday.</p><p>The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148361873","content_text":"U.S. stock index futures slid on Thursday after reports of clashes in eastern Ukraine kept investors on edge, while weekly jobless claims data was awaited for clues on a labor market recovery.Market SnapshotAt 8 a.m. ET, Dow e-minis were down 72 points, or 0.21%, S&P 500 e-minis were down 12.5 points, or 0.28%, and Nasdaq 100 e-minis were down 52 points, or 0.36%.Pre-Market MoversWal-Mart (WMT) – Walmart stock rose 2.9% in the premarket after the retail giant reported better-than-expected quarterly results. Walmart earned an adjusted $1.53 per share, 3 cents above estimates, issued an upbeat forecast, and announced a dividend hike.AutoNation (AN) – The auto retailer earned an adjusted $5.76 per share for the fourth quarter, beating the consensus estimate of $4.96. Revenue was also above estimates, driven by a 55% surge in used vehicle sales. AutoNation shares jumped 3% in premarket trading.DoorDash, Inc. (DASH) – DoorDash soared 24.1% in premarket trading after the food delivery service issued an upbeat outlook for the current quarter. Doordash reported a fourth-quarter loss but saw a 69% surge in revenue for 2021 even as restaurants reopened for dine-in service.Cisco (CSCO) – Cisco beat estimates by 3 cents with adjusted quarterly earnings of 84 cents per share. The networking equipment and software maker also reported better-than-expected revenue and issued an upbeat full-year forecast as it sees particularly strong demand from cloud computing companies. Cisco rose 3.5% in the premarket.NVIDIA Corp (NVDA) – Nvidia reported adjusted quarterly earnings of $1.32 per share, 10 cents above estimates. The graphics chip maker also reported better-than-expected revenue for the quarter and gave an upbeat outlook. However, the stock came under pressure on concerns about flat profit margins and its exposure to the cryptocurrency market. Nvidia was down 2.5% in premarket action.Palantir Technologies Inc. (PLTR) – The software platform provider’s stock slid 11% in premarket trading after quarterly earnings fell short of forecasts. Palantir’s adjusted profit of 2 cents per share was half of what analysts predicted, although revenue exceeded forecasts.TripAdvisor (TRIP) – Tripadvisor tumbled in the premarket after reporting an unexpected quarterly loss and revenue that fell short of analyst forecasts. The travel review site operator said it expects significant improvement in the travel market this year after what it called “unexpected periods of virus resurgence” in 2021. Shares tumbled 7.9% in premarket trading.Fastly, Inc. (FSLY) – Fastly shares plummeted 31.9% in the premarket after the internet content delivery company gave lower-than-expected 2022 guidance. Fastly reported a narrower-than-expected fourth-quarter loss and revenue that came in above consensus estimates.Hasbro (HAS) – Hasbro rallied 4% in premarket trading after activist investor Alta Fox Capital Management nominated five directors to the toy maker’s board. Alta Fox is pushing for Hasbro to spin off its fast-growing games unit.Cheesecake Factory (CAKE) – The restaurant operator’s shares jumped 4% in the premarket even though earnings came in below forecasts. A revenue beat was negated by increased input costs, but Cheesecake Factory is planning a price hike in new menus now being printed and said it may lift prices further later this year.Market NewsDetails about former U.S. President Donald Trump's new social media app are trickling out as about 500 beta testers have begun using an early version of “Truth Social,” two sources told Reuters.Tower Semiconductor on Thursday reported a higher than expected rise in quarterly profit, days after Intel Corp said it planned to buy the Israeli chipmaker.Fintech company Circle Internet Financial said on Thursday it was valued at $9 billion under new deal terms for its merger with blank-check firm Concord Acquisition Corp.Israeli enterprise software provider Nice expects double-digit growth taking revenue above $2 billion for 2022, it said as it reported a higher than expected increase in quarterly net profit on Thursday.The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090201848,"gmtCreate":1643182781614,"gmtModify":1676533782694,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"He is already very rich","listText":"He is already very rich","text":"He is already very rich","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090201848","repostId":"1104247970","repostType":4,"repost":{"id":"1104247970","pubTimestamp":1643162743,"share":"https://ttm.financial/m/news/1104247970?lang=&edition=fundamental","pubTime":"2022-01-26 10:05","market":"us","language":"en","title":"Elon Musk is about to get a lot richer","url":"https://stock-news.laohu8.com/highlight/detail?id=1104247970","media":"CNN Business","summary":"New York (CNN Business) - It's been a rough start to 2022 for the world's richest person. He's not t","content":"<html><head></head><body><p><b>New York (CNN Business) - </b>It&#39;s been a rough start to 2022 for the world&#39;s richest person. He&#39;s not too worried, though.</p><p>Elon Musk&#39;s holdings of Tesla stock have lost about $30 billion this year through Monday&#39;s close, as the stock slid 12%.But the next 12 months could be the most lucrative ever for Musk. If analysts are correct,Tesla will report strong financial results this year that will net Musk billions of dollars in stock awards.</p><p>Musk doesn&#39;t receive any base salary or cash bonus from Tesla. Instead, he receives stock options based on the company hitting certain financial and market value targets. His 2018 pay package allocated 101 million split-adjusted shares that would be awarded to Musk in 12 equal tranches, as the company hit those benchmarks.</p><p>The market value benchmarks have all been achieved, even though Tesla&#39;s recent slide has removed it from the list of companies with a trillion-dollar market cap. And seven of the financial targets have been hit so far, with two being reached in 2019, two more in 2020, and three in the first nine months of 2021. So he&#39;s already received 59 million of the 101 million options in that package.</p><p>Analysts expect Tesla to hit the remaining five financial targets this year to give Musk all the options he possibly could get under that 2018 package. If they&#39;re right, he&#39;ll qualify for four of the tranches this year -- a record for him -- and one more in early 2023 once fourth quarter 2022 results are officially in the books.</p><p>&#34;With Tesla&#39;s growth trajectory, I&#39;d be surprised if he doesn&#39;t get all five tranches this year based on hitting all the triggers,&#34; said Dan Ives, tech analyst for Wedbush Securities.</p><p>Each of the tranches of options would give him the right to purchase 8.4 million shares of stock for the bargain price of $70.01 a share -- the price of the stock when the options were first granted in 2018. At Monday&#39;s closing price of $930, that means each tranche of options would be worth $7.3 billion, and all five tranches would total $36.3 billion.</p><p>He&#39;s very likely to qualify for at least one tranche of options, perhaps two, when Tesla reports fourth-quarter results on Wednesday. He should have at least three tranches in hand once the first-quarter results are reported in April, and a fourth tranche by mid-year.</p><p><b>A big tax bill ... in 2027</b></p><p>However many options Musk receives in the next 12 months, he probably won&#39;t have to pay any taxes on them for about five years. That&#39;s because he&#39;ll only have to pay taxes on the options once he exercises the options and buys additional shares. And he&#39;s only likely to do that when the options are about to expire.</p><p>He did that last year when he exercised 22.9 million options that had been due to expire in August of 2022, leaving him with a record $11 billion tax bill for last year.</p><p>These latest options won&#39;t expire until January 2028, so he probably won&#39;t exercise them until 2027. He hasn&#39;t yet had to pay taxes on the 59 million options he&#39;s already received as part of that 2018 pay package. And he likely won&#39;t be paying taxes on any of the 42 million additional options he is likely to receive over the course of the next 12 months, no matter how much they are worth.</p><p><b>Sinking stock</b></p><p>The biggest problem for Musk is that Tesla shares are having a particularly bad year. He owns 177.7 million shares, in addition to the options he already holds to buy an additional 59 million shares. That&#39;s the reason for the massive hit to his net worth in 2022. Still,Forbes&#39; real time billionaire tracker puts Musk&#39;s net worth at $241 billion.</p><p>Investors have grown worried about riskier tech stocks, such as Tesla, as the Federal Reserve moves to quash inflation with higher rates and less stimulus. Tesla is worth more than the 10 largest automakers in the world despite posting significantly smaller sales than each of them. That makes it the poster child for a stock with a questionable valuation.</p><p>&#34;As you&#39;re seeing investors heading for the hills on risk, Tesla shares are caught in storm,&#34; said Ives.</p><p>During a deep sell-off in US stocks on Monday, Tesla shares were down as much as 10% for the day at one point. But they rallied back along with the rest of the market to close down only 1.5%. Still, that was enough to shave $3.3 billion off of Musk&#39;s net worth.</p><p>Many analysts see the recent slide in Tesla shares as a temporary setback. Tesla shares reversed a similar slide in early 2021 to end the year up 50%. Of analysts surveyed by Refinitiv, 18 have a buy or strong buy recommendation on the shares, compared to 10 with a sell or strong sell recommendation.</p><p>Ives said the recent sell-off in Tesla shares, down 25% since its record high in early November, makes Wednesday&#39;s earnings report particularly important for investors. They&#39;ll want more information about plans to ramp up production at two new factories and when it plans to roll out the Cybertruck, its pickup truck, which will be facing competition from pickups offered by established automakers like Ford (F) and an upstart EV maker,Rivian.</p><p>A disappointing report could feed into the sell-off, while a strong earnings report could turn around shares, Ives said.</p><p>&#34;We think strong Tesla earnings could be a life raft for its shares,&#34; he said.</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>Elon Musk is about to get a lot richer</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\">\nElon Musk is about to get a lot richer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-26 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/01/25/investing/elon-musk-stock-options-tesla-earnings/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - It's been a rough start to 2022 for the world's richest person. He's not too worried, though.Elon Musk's holdings of Tesla stock have lost about $30 billion this year through...</p>\n\n<a href=\"https://edition.cnn.com/2022/01/25/investing/elon-musk-stock-options-tesla-earnings/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2022/01/25/investing/elon-musk-stock-options-tesla-earnings/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104247970","content_text":"New York (CNN Business) - It's been a rough start to 2022 for the world's richest person. He's not too worried, though.Elon Musk's holdings of Tesla stock have lost about $30 billion this year through Monday's close, as the stock slid 12%.But the next 12 months could be the most lucrative ever for Musk. If analysts are correct,Tesla will report strong financial results this year that will net Musk billions of dollars in stock awards.Musk doesn't receive any base salary or cash bonus from Tesla. Instead, he receives stock options based on the company hitting certain financial and market value targets. His 2018 pay package allocated 101 million split-adjusted shares that would be awarded to Musk in 12 equal tranches, as the company hit those benchmarks.The market value benchmarks have all been achieved, even though Tesla's recent slide has removed it from the list of companies with a trillion-dollar market cap. And seven of the financial targets have been hit so far, with two being reached in 2019, two more in 2020, and three in the first nine months of 2021. So he's already received 59 million of the 101 million options in that package.Analysts expect Tesla to hit the remaining five financial targets this year to give Musk all the options he possibly could get under that 2018 package. If they're right, he'll qualify for four of the tranches this year -- a record for him -- and one more in early 2023 once fourth quarter 2022 results are officially in the books.\"With Tesla's growth trajectory, I'd be surprised if he doesn't get all five tranches this year based on hitting all the triggers,\" said Dan Ives, tech analyst for Wedbush Securities.Each of the tranches of options would give him the right to purchase 8.4 million shares of stock for the bargain price of $70.01 a share -- the price of the stock when the options were first granted in 2018. At Monday's closing price of $930, that means each tranche of options would be worth $7.3 billion, and all five tranches would total $36.3 billion.He's very likely to qualify for at least one tranche of options, perhaps two, when Tesla reports fourth-quarter results on Wednesday. He should have at least three tranches in hand once the first-quarter results are reported in April, and a fourth tranche by mid-year.A big tax bill ... in 2027However many options Musk receives in the next 12 months, he probably won't have to pay any taxes on them for about five years. That's because he'll only have to pay taxes on the options once he exercises the options and buys additional shares. And he's only likely to do that when the options are about to expire.He did that last year when he exercised 22.9 million options that had been due to expire in August of 2022, leaving him with a record $11 billion tax bill for last year.These latest options won't expire until January 2028, so he probably won't exercise them until 2027. He hasn't yet had to pay taxes on the 59 million options he's already received as part of that 2018 pay package. And he likely won't be paying taxes on any of the 42 million additional options he is likely to receive over the course of the next 12 months, no matter how much they are worth.Sinking stockThe biggest problem for Musk is that Tesla shares are having a particularly bad year. He owns 177.7 million shares, in addition to the options he already holds to buy an additional 59 million shares. That's the reason for the massive hit to his net worth in 2022. Still,Forbes' real time billionaire tracker puts Musk's net worth at $241 billion.Investors have grown worried about riskier tech stocks, such as Tesla, as the Federal Reserve moves to quash inflation with higher rates and less stimulus. Tesla is worth more than the 10 largest automakers in the world despite posting significantly smaller sales than each of them. That makes it the poster child for a stock with a questionable valuation.\"As you're seeing investors heading for the hills on risk, Tesla shares are caught in storm,\" said Ives.During a deep sell-off in US stocks on Monday, Tesla shares were down as much as 10% for the day at one point. But they rallied back along with the rest of the market to close down only 1.5%. Still, that was enough to shave $3.3 billion off of Musk's net worth.Many analysts see the recent slide in Tesla shares as a temporary setback. Tesla shares reversed a similar slide in early 2021 to end the year up 50%. Of analysts surveyed by Refinitiv, 18 have a buy or strong buy recommendation on the shares, compared to 10 with a sell or strong sell recommendation.Ives said the recent sell-off in Tesla shares, down 25% since its record high in early November, makes Wednesday's earnings report particularly important for investors. They'll want more information about plans to ramp up production at two new factories and when it plans to roll out the Cybertruck, its pickup truck, which will be facing competition from pickups offered by established automakers like Ford (F) and an upstart EV maker,Rivian.A disappointing report could feed into the sell-off, while a strong earnings report could turn around shares, Ives said.\"We think strong Tesla earnings could be a life raft for its shares,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045948622,"gmtCreate":1656553953966,"gmtModify":1676535852796,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Great time to buy","listText":"Great time to buy","text":"Great time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045948622","repostId":"2247031339","repostType":2,"repost":{"id":"2247031339","pubTimestamp":1656553507,"share":"https://ttm.financial/m/news/2247031339?lang=&edition=fundamental","pubTime":"2022-06-30 09:45","market":"us","language":"en","title":"The Palantir Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=2247031339","media":"seekingalpha","summary":"SummaryWe have been bullish since the huge fall to the single-digits.It will take a serious leg down","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We have been bullish since the huge fall to the single-digits.</li><li>It will take a serious leg down in the markets to break the bottom.</li><li>We could see an approach to the lows when this bear market rally ends, but we believe the stock remains a long-term buy in the single-digits.</li><li>Data is a commodity.</li><li>Dilution is the major risk here, preventing sustained profit growth.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6047c2a614836744090db04ac7eab762\" tg-width=\"750\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>nespix/iStock via Getty Images</span></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) stock has been a mess for longs over the last 18 months, but we are of the opinion that the bottom has been formed. The recent market rally has helped propel the stock back to nearly $10. We believe over the next month or so the stock is going to pull back with the broader market, so there will be an opportunity to buy shares again, perhaps under $8. Generally speaking we think we are in a bear market rally the last few sessions and while it is great to get some relief, we think the averages have more to the downside, at least for a retest of the lows. Palantir stock will not be immune, and you will get a chance to come back into the name again at a better price. Frankly, our team has been recommending members buy high quality, earnings positive stocks, preferably with a dividend, while at least in the short-run, little-to-no earnings stocks are extremely speculative. Stocks like Palantir have been volatile, and that has been good for day trading. But, we think on the next sizable downdraft, investors can place their bets. Palantir is operating in a 21st century commodity: data. Governments and businesses alike can use data as a weapon to get an edge over the competition. And Palantir could be considered &#39;an arms dealer&#39; of sorts for supplying the weapons of data analysis and decision making. The technology is game-changing, but there are investor concerns, including a murky growth outlook, as well as dilution issues which can harm the ability of the company to meaningfully grow earnings in a sustainable fashion. Still, we think that this is a name to buy low and tuck away for years.</p><p><b>Invest as part of a well-rounded portfolio</b></p><p>We teach people how to trade, and spot opportunity, but also discuss how to structure portfolios particularly in times of distress. And right now, this is a distressed market. You do not completely abandon growth/innovative tech. That is wrong. In our opinion there is lucrative opportunity in select names. Palantir is one of them, on the next down draft. We think you add in a tactical manner to a position like this on market weakness, and place it in a well-rounded portfolio. Do not obsess over the day-to-day changes in the stock. Rather, follow the quarterly filings, new contracts, management commentary, and trends in big data analytics. Do not invest money you will need in the next 5 years. Sounds simple but it is amazing how many people do not have a plan in place.</p><p><b>Palantir&#39;s model is strong, but there are profit woes</b></p><p>We absolutely love the operations here, but there are profit woes. Big data is a new commodity. What is interesting about Palantir is that it generates revenue from selling cloud-based subscriptions, as well as through the sale of subscriptions on the actual premises of customer facilities. These sales can be recurring revenue sources, and they include ongoing operations and maintenance services. It is possible that full contract values may never be realized for some reason or another. But it is key to understand that every time a new contract is signed, revenue is generally recognized over the contract term on a ratable basis. The company also offers professional services such as on-demand support, tailored platform configurations, training, and specialized forecasting. The kicker is that Palantir prices its products/services based on how much impact their data analytics can help a company, taking into account the size of the company and other factors in their pricing algorithms.</p><p>Palantir is seeing revenues grow tremendously, but the company also invests mightily in their own growth as these revenues increase dramatically. And as we know, such investment comes at the cost of profit. For years, Palantir may lose money or breakeven, while it establishes its dominance in the marketplace, and pulls in more and more of the total addressable market. Another issue to consider here is that like many innovative companies trying to attract and retain top tier talent, the company is addicted to stock based compensation. While it may seem like drops in a bucket, over time, the bucket could overflow, for lack of a better analogy. Dilution could continue so long that positive EPS becomes out of reach without future buybacks, even if overall net income widens and grows. This would keep the stock pinned. It is a risk. That said, operationally we are seeing some positive signs. Internal metrics improve year-after-year for Palantir, and for now ongoing growth will continue. This growth would likely lead to real and sustained profit growth, if not for dilution and of course investment in its own growth. The company&#39;s profitability is questionable, but the good news is that it is not hemorrhaging cash. In fact, Palantir is breaking even and making some money some quarters.</p><p>In the just reported quarter, performance was strong on the top line and ahead of consensus estimates. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02, and worse, guidance was less than consensus. That crushed the stock.</p><p>Now what is frustrating from an investor standpoint is that Palantir has good margins. Positive margin momentum in a software company is strong. Adjusted gross margin was 81% in Q1 while contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%. That is solid. Both segments are doing well.</p><p><b>Palantir&#39;s reporting segments both growing</b></p><p>One thing investors can watch for is news on newly awarded contracts, keeping in mind the revenue recognition schema employed by the company. There was a $50 million plus contract just signed with U.S. Space Systems, for example. So Palantir has commercial and government revenue, as noted previously. Make no mistake, the commercial revenue stream continues to grow at a significant pace. The government revenue growth is a bit slower, rising 16% in Q1, but as more and more governments learn the power of using data to streamline operations, funding, international relations, military decision making, and more, we expect this area to be a tremendous source of growth.</p><p>There are questions on the backlog, but the timing of new contracts comes in waves. Some months are slower, others see multiple contracts. It really depends. This adds to some uncertainty for investors, but you get the general idea. One thing that we learned in quarterly disclosures is that Palantir has expanded its sales team. The wave of new hires is working to secure new orders. The company added a total of 40 net new customers in Q1, and looks to add many more in 2022. The commercial revenue is really expanding at a strong pace, increasing 132% in year 2021, and in the first quarter was up more than 50% year-over-year. The key to remember is there will be substantial quarter-to-quarter variability.</p><p><b>Keep an eye on cash flow</b></p><p>There is a lot of mixed news to digest when considering investing here. While margins are good, profits per share stink. Further, the company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. That said, the company is still free cash flow positive. This is a very important point. You have to watch cash flows. It will fluctuate, but we want to see sustained positive cash flows, and perhaps more importantly, cash flows that grow over time. In Q1, adjusted free cash flow was $30 million for the quarter.</p><p><b>Forward view tough to pinpoint</b></p><p>The biggest concern right now is not valuation, and by most accounts, the stock is expensive at $10. Let it fall. In addition, stock-based compensation which is a risk, is not the largest risk. The broader market has been horrific, but that is still not the largest risk. Investors will get crushed if there is a meaningful slowdown in performance. While Palantir&#39;s technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this in the short-term if there is a recession. Some companies &#34;could&#34; turn to Palantir&#39;s solutions to save money, but we think that companies would be more than likely to shy away from big new data contracts in the short run in a recession. Furthermore, the Q2 guidance was less than stellar. We will find out in a few weeks how the company did, but management guided to a base case of $470 million in revenue. This was below consensus of $484 million. Unless something changes in the next few quarters, like a recession, Palantir continues to see 30% annual revenue growth through 2025. If costs can be kept under control, we could see profit growth potential.</p><p><b>Final thoughts here</b></p><p>The rally from the bottom has been quite strong frankly. We believe you must let the shares pull back. We give it a buy rating, but this is on the notion that shares pull back again in this bear market. We think you can get a much better price than $10 this summer. Scale into the name, so that you can have a profit on a modest bounce. The company operates with no debt and has nice positive free cash flow, and this is a key metric to watch going forward. There is a lot of promise here for future profits. The customer growth is impressive as is the revenue growth. Invest in data as a commodity. Palantir is a good choice for a small position in a well-rounded portfolio.</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 Palantir Bottom</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 Palantir Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520774-the-palantir-bottom><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe have been bullish since the huge fall to the single-digits.It will take a serious leg down in the markets to break the bottom.We could see an approach to the lows when this bear market rally...</p>\n\n<a href=\"https://seekingalpha.com/article/4520774-the-palantir-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4520774-the-palantir-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2247031339","content_text":"SummaryWe have been bullish since the huge fall to the single-digits.It will take a serious leg down in the markets to break the bottom.We could see an approach to the lows when this bear market rally ends, but we believe the stock remains a long-term buy in the single-digits.Data is a commodity.Dilution is the major risk here, preventing sustained profit growth.nespix/iStock via Getty ImagesPalantir Technologies Inc. (NYSE:PLTR) stock has been a mess for longs over the last 18 months, but we are of the opinion that the bottom has been formed. The recent market rally has helped propel the stock back to nearly $10. We believe over the next month or so the stock is going to pull back with the broader market, so there will be an opportunity to buy shares again, perhaps under $8. Generally speaking we think we are in a bear market rally the last few sessions and while it is great to get some relief, we think the averages have more to the downside, at least for a retest of the lows. Palantir stock will not be immune, and you will get a chance to come back into the name again at a better price. Frankly, our team has been recommending members buy high quality, earnings positive stocks, preferably with a dividend, while at least in the short-run, little-to-no earnings stocks are extremely speculative. Stocks like Palantir have been volatile, and that has been good for day trading. But, we think on the next sizable downdraft, investors can place their bets. Palantir is operating in a 21st century commodity: data. Governments and businesses alike can use data as a weapon to get an edge over the competition. And Palantir could be considered 'an arms dealer' of sorts for supplying the weapons of data analysis and decision making. The technology is game-changing, but there are investor concerns, including a murky growth outlook, as well as dilution issues which can harm the ability of the company to meaningfully grow earnings in a sustainable fashion. Still, we think that this is a name to buy low and tuck away for years.Invest as part of a well-rounded portfolioWe teach people how to trade, and spot opportunity, but also discuss how to structure portfolios particularly in times of distress. And right now, this is a distressed market. You do not completely abandon growth/innovative tech. That is wrong. In our opinion there is lucrative opportunity in select names. Palantir is one of them, on the next down draft. We think you add in a tactical manner to a position like this on market weakness, and place it in a well-rounded portfolio. Do not obsess over the day-to-day changes in the stock. Rather, follow the quarterly filings, new contracts, management commentary, and trends in big data analytics. Do not invest money you will need in the next 5 years. Sounds simple but it is amazing how many people do not have a plan in place.Palantir's model is strong, but there are profit woesWe absolutely love the operations here, but there are profit woes. Big data is a new commodity. What is interesting about Palantir is that it generates revenue from selling cloud-based subscriptions, as well as through the sale of subscriptions on the actual premises of customer facilities. These sales can be recurring revenue sources, and they include ongoing operations and maintenance services. It is possible that full contract values may never be realized for some reason or another. But it is key to understand that every time a new contract is signed, revenue is generally recognized over the contract term on a ratable basis. The company also offers professional services such as on-demand support, tailored platform configurations, training, and specialized forecasting. The kicker is that Palantir prices its products/services based on how much impact their data analytics can help a company, taking into account the size of the company and other factors in their pricing algorithms.Palantir is seeing revenues grow tremendously, but the company also invests mightily in their own growth as these revenues increase dramatically. And as we know, such investment comes at the cost of profit. For years, Palantir may lose money or breakeven, while it establishes its dominance in the marketplace, and pulls in more and more of the total addressable market. Another issue to consider here is that like many innovative companies trying to attract and retain top tier talent, the company is addicted to stock based compensation. While it may seem like drops in a bucket, over time, the bucket could overflow, for lack of a better analogy. Dilution could continue so long that positive EPS becomes out of reach without future buybacks, even if overall net income widens and grows. This would keep the stock pinned. It is a risk. That said, operationally we are seeing some positive signs. Internal metrics improve year-after-year for Palantir, and for now ongoing growth will continue. This growth would likely lead to real and sustained profit growth, if not for dilution and of course investment in its own growth. The company's profitability is questionable, but the good news is that it is not hemorrhaging cash. In fact, Palantir is breaking even and making some money some quarters.In the just reported quarter, performance was strong on the top line and ahead of consensus estimates. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02, and worse, guidance was less than consensus. That crushed the stock.Now what is frustrating from an investor standpoint is that Palantir has good margins. Positive margin momentum in a software company is strong. Adjusted gross margin was 81% in Q1 while contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%. That is solid. Both segments are doing well.Palantir's reporting segments both growingOne thing investors can watch for is news on newly awarded contracts, keeping in mind the revenue recognition schema employed by the company. There was a $50 million plus contract just signed with U.S. Space Systems, for example. So Palantir has commercial and government revenue, as noted previously. Make no mistake, the commercial revenue stream continues to grow at a significant pace. The government revenue growth is a bit slower, rising 16% in Q1, but as more and more governments learn the power of using data to streamline operations, funding, international relations, military decision making, and more, we expect this area to be a tremendous source of growth.There are questions on the backlog, but the timing of new contracts comes in waves. Some months are slower, others see multiple contracts. It really depends. This adds to some uncertainty for investors, but you get the general idea. One thing that we learned in quarterly disclosures is that Palantir has expanded its sales team. The wave of new hires is working to secure new orders. The company added a total of 40 net new customers in Q1, and looks to add many more in 2022. The commercial revenue is really expanding at a strong pace, increasing 132% in year 2021, and in the first quarter was up more than 50% year-over-year. The key to remember is there will be substantial quarter-to-quarter variability.Keep an eye on cash flowThere is a lot of mixed news to digest when considering investing here. While margins are good, profits per share stink. Further, the company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. That said, the company is still free cash flow positive. This is a very important point. You have to watch cash flows. It will fluctuate, but we want to see sustained positive cash flows, and perhaps more importantly, cash flows that grow over time. In Q1, adjusted free cash flow was $30 million for the quarter.Forward view tough to pinpointThe biggest concern right now is not valuation, and by most accounts, the stock is expensive at $10. Let it fall. In addition, stock-based compensation which is a risk, is not the largest risk. The broader market has been horrific, but that is still not the largest risk. Investors will get crushed if there is a meaningful slowdown in performance. While Palantir's technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this in the short-term if there is a recession. Some companies \"could\" turn to Palantir's solutions to save money, but we think that companies would be more than likely to shy away from big new data contracts in the short run in a recession. Furthermore, the Q2 guidance was less than stellar. We will find out in a few weeks how the company did, but management guided to a base case of $470 million in revenue. This was below consensus of $484 million. Unless something changes in the next few quarters, like a recession, Palantir continues to see 30% annual revenue growth through 2025. If costs can be kept under control, we could see profit growth potential.Final thoughts hereThe rally from the bottom has been quite strong frankly. We believe you must let the shares pull back. We give it a buy rating, but this is on the notion that shares pull back again in this bear market. We think you can get a much better price than $10 this summer. Scale into the name, so that you can have a profit on a modest bounce. The company operates with no debt and has nice positive free cash flow, and this is a key metric to watch going forward. There is a lot of promise here for future profits. The customer growth is impressive as is the revenue growth. Invest in data as a commodity. Palantir is a good choice for a small position in a well-rounded portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043047721,"gmtCreate":1655858236263,"gmtModify":1676535719346,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"May not be long","listText":"May not be long","text":"May not be long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043047721","repostId":"2245254247","repostType":2,"repost":{"id":"2245254247","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":1655852518,"share":"https://ttm.financial/m/news/2245254247?lang=&edition=fundamental","pubTime":"2022-06-22 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Gains Over 2% in Broad Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2245254247","media":"Reuters","summary":"Wall Street's major indexes jumped over 2% on Tuesday as investors scooped up shares of megacap grow","content":"<html><head></head><body><p>Wall Street&#39;s major indexes jumped over 2% on Tuesday as investors scooped up shares of megacap growth and energy companies after the stock market swooned last week on worries over a global economic downturn.</p><p>All 11 major S&amp;P 500    sectors gained, as stocks rebounded broadly after the benchmark index last week logged its biggest weekly percentage decline since March 2020.</p><p>Investors are trying to assess how far stocks can fall as they weigh risks to the economy with the Federal Reserve taking aggressive measures to try to tamp down surging inflation. The S&amp;P 500 earlier this month fell over 20% from its January all-time high, confirming the common definition of a bear market.</p><p>&#34;Do I think we have hit bottom? No. I think we are going to see more volatility, I think the bottoming process will likely take some time,&#34; said Kristina Hooper, chief global market strategist at Invesco. &#34;But I do think it is a good sign to see investor interest.&#34;</p><p>The Dow Jones Industrial Average rose 641.47 points, or 2.15%, to 30,530.25, and the S&amp;P 500 gained 89.95 points, or 2.45%, at 3,764.79. The Nasdaq Composite added 270.95 points, or 2.51%, at 11,069.30.</p><p>The energy sector, the top-gaining S&amp;P 500 sector this year, surged 5.1% after tumbling last week. Every sector gained at least 1%.</p><p>Megacap stocks Apple Inc, Tesla Inc and Microsoft Corp all rose solidly to give the biggest individual boosts to the S&amp;P 500. Apple rose 3.3%, Tesla jumped 9.4% and Microsoft added 2.5%.</p><p>The Fed last week approved its largest interest rate increase in more than a quarter of a century to stem a surge in inflation.</p><p>Investors are pivoting to Fed Chair Jerome Powell&#39;s testimony to the U.S. Senate Banking Committee on Wednesday for clues on future interest rate hikes and his latest views on the economy.</p><p>Investors are &#34;trying to read the tea leaves to see how aggressive the Fed is going to get,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;That&#39;s a hard question to answer right now because they are going to see what happens to the inflation story.&#34;</p><p>Meanwhile, Goldman Sachs now expects a 30% chance of the U.S. economy tipping into recession over the next year, up from its previous forecast of 15%.</p><p>In company news, Kellogg Co shares rose about 2% after the breakfast cereal maker said it was splitting into three companies.</p><p><a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> shares jumped 7.9% after JetBlue Airways said on Monday it sweetened its bid to convince the ultra-low cost carrier to accept its offer over rival Frontier Airlines&#39; proposal.</p><p>Advancing issues outnumbered decliners on the NYSE by a 2.66-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and 32 new lows; the Nasdaq Composite recorded 37 new highs and 122 new lows.</p><p>About 12.4 billion shares changed hands in U.S. exchanges, in line with the 12.4 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Gains Over 2% in Broad Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Gains Over 2% in Broad Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-22 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street&#39;s major indexes jumped over 2% on Tuesday as investors scooped up shares of megacap growth and energy companies after the stock market swooned last week on worries over a global economic downturn.</p><p>All 11 major S&amp;P 500    sectors gained, as stocks rebounded broadly after the benchmark index last week logged its biggest weekly percentage decline since March 2020.</p><p>Investors are trying to assess how far stocks can fall as they weigh risks to the economy with the Federal Reserve taking aggressive measures to try to tamp down surging inflation. The S&amp;P 500 earlier this month fell over 20% from its January all-time high, confirming the common definition of a bear market.</p><p>&#34;Do I think we have hit bottom? No. I think we are going to see more volatility, I think the bottoming process will likely take some time,&#34; said Kristina Hooper, chief global market strategist at Invesco. &#34;But I do think it is a good sign to see investor interest.&#34;</p><p>The Dow Jones Industrial Average rose 641.47 points, or 2.15%, to 30,530.25, and the S&amp;P 500 gained 89.95 points, or 2.45%, at 3,764.79. The Nasdaq Composite added 270.95 points, or 2.51%, at 11,069.30.</p><p>The energy sector, the top-gaining S&amp;P 500 sector this year, surged 5.1% after tumbling last week. Every sector gained at least 1%.</p><p>Megacap stocks Apple Inc, Tesla Inc and Microsoft Corp all rose solidly to give the biggest individual boosts to the S&amp;P 500. Apple rose 3.3%, Tesla jumped 9.4% and Microsoft added 2.5%.</p><p>The Fed last week approved its largest interest rate increase in more than a quarter of a century to stem a surge in inflation.</p><p>Investors are pivoting to Fed Chair Jerome Powell&#39;s testimony to the U.S. Senate Banking Committee on Wednesday for clues on future interest rate hikes and his latest views on the economy.</p><p>Investors are &#34;trying to read the tea leaves to see how aggressive the Fed is going to get,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;That&#39;s a hard question to answer right now because they are going to see what happens to the inflation story.&#34;</p><p>Meanwhile, Goldman Sachs now expects a 30% chance of the U.S. economy tipping into recession over the next year, up from its previous forecast of 15%.</p><p>In company news, Kellogg Co shares rose about 2% after the breakfast cereal maker said it was splitting into three companies.</p><p><a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> shares jumped 7.9% after JetBlue Airways said on Monday it sweetened its bid to convince the ultra-low cost carrier to accept its offer over rival Frontier Airlines&#39; proposal.</p><p>Advancing issues outnumbered decliners on the NYSE by a 2.66-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and 32 new lows; the Nasdaq Composite recorded 37 new highs and 122 new lows.</p><p>About 12.4 billion shares changed hands in U.S. exchanges, in line with the 12.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245254247","content_text":"Wall Street's major indexes jumped over 2% on Tuesday as investors scooped up shares of megacap growth and energy companies after the stock market swooned last week on worries over a global economic downturn.All 11 major S&P 500    sectors gained, as stocks rebounded broadly after the benchmark index last week logged its biggest weekly percentage decline since March 2020.Investors are trying to assess how far stocks can fall as they weigh risks to the economy with the Federal Reserve taking aggressive measures to try to tamp down surging inflation. The S&P 500 earlier this month fell over 20% from its January all-time high, confirming the common definition of a bear market.\"Do I think we have hit bottom? No. I think we are going to see more volatility, I think the bottoming process will likely take some time,\" said Kristina Hooper, chief global market strategist at Invesco. \"But I do think it is a good sign to see investor interest.\"The Dow Jones Industrial Average rose 641.47 points, or 2.15%, to 30,530.25, and the S&P 500 gained 89.95 points, or 2.45%, at 3,764.79. The Nasdaq Composite added 270.95 points, or 2.51%, at 11,069.30.The energy sector, the top-gaining S&P 500 sector this year, surged 5.1% after tumbling last week. Every sector gained at least 1%.Megacap stocks Apple Inc, Tesla Inc and Microsoft Corp all rose solidly to give the biggest individual boosts to the S&P 500. Apple rose 3.3%, Tesla jumped 9.4% and Microsoft added 2.5%.The Fed last week approved its largest interest rate increase in more than a quarter of a century to stem a surge in inflation.Investors are pivoting to Fed Chair Jerome Powell's testimony to the U.S. Senate Banking Committee on Wednesday for clues on future interest rate hikes and his latest views on the economy.Investors are \"trying to read the tea leaves to see how aggressive the Fed is going to get,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. \"That's a hard question to answer right now because they are going to see what happens to the inflation story.\"Meanwhile, Goldman Sachs now expects a 30% chance of the U.S. economy tipping into recession over the next year, up from its previous forecast of 15%.In company news, Kellogg Co shares rose about 2% after the breakfast cereal maker said it was splitting into three companies.Spirit Airlines shares jumped 7.9% after JetBlue Airways said on Monday it sweetened its bid to convince the ultra-low cost carrier to accept its offer over rival Frontier Airlines' proposal.Advancing issues outnumbered decliners on the NYSE by a 2.66-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and 32 new lows; the Nasdaq Composite recorded 37 new highs and 122 new lows.About 12.4 billion shares changed hands in U.S. exchanges, in line with the 12.4 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095630895,"gmtCreate":1644891295867,"gmtModify":1676533972713,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"No damage so far today","listText":"No damage so far today","text":"No damage so far today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095630895","repostId":"1107282575","repostType":4,"repost":{"id":"1107282575","pubTimestamp":1644883614,"share":"https://ttm.financial/m/news/1107282575?lang=&edition=fundamental","pubTime":"2022-02-15 08:06","market":"sg","language":"en","title":"Singapore Stock Market May Take Further Damage On Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1107282575","media":"RTTNews","summary":"The Singapore stock market on Monday wrote a finish to the seven-day winning streak in which it had ","content":"<html><head></head><body><p>The Singapore stock market on Monday wrote a finish to the seven-day winning streak in which it had surged more than 180 points or 5.5 percent. The Straits Times Index sits just above the 3,420-point plateau and it the losses may accelerate on Tuesday.</p><p>The global forecast for the Asian markets is negative on concerns over a possible Russian invasion of Ukraine, although crude oil prices may limit the downside. The European and U.S. markets were down and the Asian bourses figure to open in similar fashion.</p><p>The STI finished modestly lower on Monday following losses from the industrials and a mixed picture from the financials.</p><p>For the day, the index dipped 7.75 points or 0.23 percent to finish at 3,421.20 after trading between 3,403.41 and 3,434.51. Volume was 1.62 billion shares worth 1.5 billion Singapore dollars. There were 318 decliners and 167 gainers.</p><p>Among the actives, Ascendas REIT tumbled 1.39 percent, while CapitaLand Integrated Commercial Trust and Yangzijiang Shipbuilding both tanked 1.44 percent, City Developments surrendered 1.38 percent, Comfort DelGro plummeted 2.05 percent, Dairy Farm International rallied 1.76 percent, DBS Group fell 0.13 percent, Genting Singapore declined 1.28 percent, Hongkong Land jumped 1.78 percent, Keppel Corp dropped 0.33 percent, Mapletree Commercial Trust skidded 1.09 percent, Mapletree Logistics Trust retreated 1.14 percent, Oversea-Chinese Banking Corporation was up 0.08 percent, SATS slumped 0.74 percent, SembCorp Industries weakened 0.82 percent, Singapore Airlines plunged 1.88 percent, Singapore Exchange eased 0.10 percent, Singapore Press Holdings sank 0.43 percent, Singapore Technologies Engineering stumbled 1.04 percent, United Overseas Bank collected 0.31 percent, Wilmar International spiked 2.02 percent and SingTel and Thai Beverage were unchanged.</p><p>The lead from Wall Street is soft as the major averages opened lower on Monday and spent most of the day in the red before ending modestly lower.</p><p>The Dow tumbled 171.89 points or 0.49 percent to finish at 34,566.17, while the NASDAQ eased 0.24 points or 0.00 percent to close at 13,790.92 and the S&amp;P 500 fell 16.97 points or 0.38 percent to end at 4,401.67.</p><p>The continued weakness on Wall Street came as traders kept a close eye on developments regarding the tensions between Ukraine and Russia. President Joe Biden spoke with Russian President Vladimir Putin over the weekend but there was little progress in defusing the situation.</p><p>Traders also remained wary about the outlook for monetary policy following mixed remarks by Federal Reserve officials, with interest rates expected to rise as soon as next month.</p><p>Crude oil prices rose sharply on Monday on rising concerns that Russia could attack Ukraine in the near future. West Texas Intermediate Crude oil futures for March ended higher by $2.36 or 2.5 percent at $95.46 a barrel, the highest settlement since September 2014.</p></body></html>","source":"lsy1626938412129","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 Stock Market May Take Further Damage On Tuesday</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\">\nSingapore Stock Market May Take Further Damage On Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3262604/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Monday wrote a finish to the seven-day winning streak in which it had surged more than 180 points or 5.5 percent. The Straits Times Index sits just above the 3,420-point ...</p>\n\n<a href=\"https://www.rttnews.com/3262604/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=acom\">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.rttnews.com/3262604/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107282575","content_text":"The Singapore stock market on Monday wrote a finish to the seven-day winning streak in which it had surged more than 180 points or 5.5 percent. The Straits Times Index sits just above the 3,420-point plateau and it the losses may accelerate on Tuesday.The global forecast for the Asian markets is negative on concerns over a possible Russian invasion of Ukraine, although crude oil prices may limit the downside. The European and U.S. markets were down and the Asian bourses figure to open in similar fashion.The STI finished modestly lower on Monday following losses from the industrials and a mixed picture from the financials.For the day, the index dipped 7.75 points or 0.23 percent to finish at 3,421.20 after trading between 3,403.41 and 3,434.51. Volume was 1.62 billion shares worth 1.5 billion Singapore dollars. There were 318 decliners and 167 gainers.Among the actives, Ascendas REIT tumbled 1.39 percent, while CapitaLand Integrated Commercial Trust and Yangzijiang Shipbuilding both tanked 1.44 percent, City Developments surrendered 1.38 percent, Comfort DelGro plummeted 2.05 percent, Dairy Farm International rallied 1.76 percent, DBS Group fell 0.13 percent, Genting Singapore declined 1.28 percent, Hongkong Land jumped 1.78 percent, Keppel Corp dropped 0.33 percent, Mapletree Commercial Trust skidded 1.09 percent, Mapletree Logistics Trust retreated 1.14 percent, Oversea-Chinese Banking Corporation was up 0.08 percent, SATS slumped 0.74 percent, SembCorp Industries weakened 0.82 percent, Singapore Airlines plunged 1.88 percent, Singapore Exchange eased 0.10 percent, Singapore Press Holdings sank 0.43 percent, Singapore Technologies Engineering stumbled 1.04 percent, United Overseas Bank collected 0.31 percent, Wilmar International spiked 2.02 percent and SingTel and Thai Beverage were unchanged.The lead from Wall Street is soft as the major averages opened lower on Monday and spent most of the day in the red before ending modestly lower.The Dow tumbled 171.89 points or 0.49 percent to finish at 34,566.17, while the NASDAQ eased 0.24 points or 0.00 percent to close at 13,790.92 and the S&P 500 fell 16.97 points or 0.38 percent to end at 4,401.67.The continued weakness on Wall Street came as traders kept a close eye on developments regarding the tensions between Ukraine and Russia. President Joe Biden spoke with Russian President Vladimir Putin over the weekend but there was little progress in defusing the situation.Traders also remained wary about the outlook for monetary policy following mixed remarks by Federal Reserve officials, with interest rates expected to rise as soon as next month.Crude oil prices rose sharply on Monday on rising concerns that Russia could attack Ukraine in the near future. West Texas Intermediate Crude oil futures for March ended higher by $2.36 or 2.5 percent at $95.46 a barrel, the highest settlement since September 2014.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809257892,"gmtCreate":1627374497416,"gmtModify":1703488652536,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Be steady, dont panic","listText":"Be steady, dont panic","text":"Be steady, dont panic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/809257892","repostId":"1142907091","repostType":4,"repost":{"id":"1142907091","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":1627373467,"share":"https://ttm.financial/m/news/1142907091?lang=&edition=fundamental","pubTime":"2021-07-27 16:11","market":"us","language":"en","title":"Hot Chinese concept stocks resumed downward in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142907091","media":"Tiger Newspress","summary":"Hot Chinese concept stocks resumed downward in premarket trading.Bilibili and NetEase fell 7%,DiDi G","content":"<p>Hot Chinese concept stocks resumed downward&nbsp;in premarket trading.Bilibili&nbsp;and&nbsp;NetEase&nbsp;fell&nbsp;7%,DiDi Global,JD.com&nbsp;and&nbsp;Pinduoduo&nbsp;fell&nbsp;6%,Baidu&nbsp;fell&nbsp;5%,Xpeng Motors&nbsp;fell&nbsp;4%,Alibaba,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;3%.</p>\n<p><img src=\"https://static.tigerbbs.com/6d3f423af5595483b1ce34aa42d60cc7\" tg-width=\"355\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese concept stocks resumed downward in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese concept stocks resumed downward in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-27 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot Chinese concept stocks resumed downward&nbsp;in premarket trading.Bilibili&nbsp;and&nbsp;NetEase&nbsp;fell&nbsp;7%,DiDi Global,JD.com&nbsp;and&nbsp;Pinduoduo&nbsp;fell&nbsp;6%,Baidu&nbsp;fell&nbsp;5%,Xpeng Motors&nbsp;fell&nbsp;4%,Alibaba,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;3%.</p>\n<p><img src=\"https://static.tigerbbs.com/6d3f423af5595483b1ce34aa42d60cc7\" tg-width=\"355\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","JD":"京东","PDD":"拼多多","BABA":"阿里巴巴","XPEV":"小鹏汽车","LI":"理想汽车","BIDU":"百度","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142907091","content_text":"Hot Chinese concept stocks resumed downward in premarket trading.Bilibili and NetEase fell 7%,DiDi Global,JD.com and Pinduoduo fell 6%,Baidu fell 5%,Xpeng Motors fell 4%,Alibaba,Nio and Li Auto fell 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235300902178928,"gmtCreate":1698479201762,"gmtModify":1698479206078,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Dont tink so","listText":"Dont tink so","text":"Dont tink so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235300902178928","repostId":"2378874718","repostType":4,"repost":{"id":"2378874718","pubTimestamp":1698452654,"share":"https://ttm.financial/m/news/2378874718?lang=&edition=fundamental","pubTime":"2023-10-28 08:24","market":"us","language":"en","title":"Could Nio Be a Millionaire-Maker Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2378874718","media":"InvestorPlace","summary":"While risky, NIO offers massive upside for long-term investors, as it can carve out a niche in the battery-swappable EV space.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nio’s</strong> (<strong><u>NIO</u></strong>) unique battery swapping model provides millionaire-maker potential, but there are caveats.</p></li><li><p>Consistent access to financing could fund Nio without massive dilution.</p></li><li><p>Continue reading to find out where NIO stock could be in five years!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d7b42b9949b37ee29b705de7a5db1b5\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: J1TTO / Shutterstock.com</p><p><strong>Nio</strong> (NYSE:<strong>NIO</strong>) has been on a rollercoaster ride in 2023, with massive price fluctuations seen in recent months. Naturally, investors may wonder whether Nio could generate exceptional returns like <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) or <strong>BYD</strong> (OTCMKTS:<strong>BYDDF</strong>) over the long-run. In my opinion, Nio certainly has considerable upside potential over the next 5-10 years. However, it also faces risks that may limit gains in the near term.</p><p>Gauging Nio’s potential will require a bit more discussion, and that’s what I will be doing today. Let’s dive in!</p><h2 id=\"id_3049873500\">NIO Stock: The Pros and the Cons</h2><p>Nio’s strong growth in deliveries is encouraging, with volumes continuing to climb over the long-run, despite the company’s 24% sequential decline in the latest quarter. Its unique battery-swapping stations also give Nio a competitive edge in China and Europe. Plus, Nio’s undervaluation relative to pre-revenue EV startups indicates that multi-bagger returns are possible.</p><p>However, Nio’s massive cash burn raises some concerns. The company’s net income was negative $844 million last quarter. Thus, Nio will need continuous access to financing to fund its ambitious growth plans. While recent Middle East investments provided a capital boost, consistent access to funding remains imperative for Nio.</p><p>The above two paragraphs are basically a summary of the bullish and the bearish picture. I personally believe Nio can deliver exceptional returns if the EV company maintains sustainable financing and strong growth fundamentals. Nio’s battery-swapping technology gives it a niche advantage in key global markets. With its solid R&amp;D and production ramping up, Nio could be profitable by 2028.</p><h2 id=\"id_3436996087\">Is Dilution a Threat to NIO Stock?</h2><p>Some say that investors right now will face massive price pressure when it comes to NIO stock due to its inherent dilution risk, but I disagree. Nio has proved it can prudently raise funds, and the stock has seen limited dilution. Thus, its long-term potential can be substantial if trends continue. So, I do not view dilution as a threat, at least not yet.</p><p>In my view, if Nio can continue executing its strategic roadmap over the next five years, a stock price between $45-65 per share is achievable. This outcome would generate massive returns from Nio’s current share price at $8 per share. However, realizing this upside requires the company to fund its operations without game-changing dilution, and successfully execute on its ambitious growth plans.</p><p>Therefore, NIO stock certainly carries risks, but it also offers alluring millionaire-maker potential. Nio’s unique market positioning and attractive valuation provide a viable path to generating blockbuster returns for early investors. With access to prudent financing, Nio could make fortunes for shareholders in the coming years.</p><p>Of course, things rarely go exactly as planned, especially in the dynamic EV space. But from my perspective, Nio is poised to disrupt the industry with its niche battery-swapping model. If Nio can maintain its technology leadership here, the company’s long-term outlook is quite compelling.</p><h2 id=\"id_3273057139\">The Bottom Line</h2><p>In summary, I believe patient, long-term investors <em>could</em> generate massive returns by accumulating Nio stock at current levels. But admittedly, risks abound in owning a pre-profit, cash-burning growth stock like Nio. Its ambitious goals require flawless execution and ample access to capital. Any stumbles along the way could derail the investment thesis. Whether or not you wish to make that leap of faith is up to you.</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>Could Nio Be a Millionaire-Maker Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Nio Be a Millionaire-Maker Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-28 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/could-nio-be-a-millionaire-maker-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio’s (NIO) unique battery swapping model provides millionaire-maker potential, but there are caveats.Consistent access to financing could fund Nio without massive dilution.Continue reading to find ...</p>\n\n<a href=\"https://investorplace.com/2023/10/could-nio-be-a-millionaire-maker-stock/\">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","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://investorplace.com/2023/10/could-nio-be-a-millionaire-maker-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378874718","content_text":"Nio’s (NIO) unique battery swapping model provides millionaire-maker potential, but there are caveats.Consistent access to financing could fund Nio without massive dilution.Continue reading to find out where NIO stock could be in five years!Source: J1TTO / Shutterstock.comNio (NYSE:NIO) has been on a rollercoaster ride in 2023, with massive price fluctuations seen in recent months. Naturally, investors may wonder whether Nio could generate exceptional returns like Tesla (NASDAQ:TSLA) or BYD (OTCMKTS:BYDDF) over the long-run. In my opinion, Nio certainly has considerable upside potential over the next 5-10 years. However, it also faces risks that may limit gains in the near term.Gauging Nio’s potential will require a bit more discussion, and that’s what I will be doing today. Let’s dive in!NIO Stock: The Pros and the ConsNio’s strong growth in deliveries is encouraging, with volumes continuing to climb over the long-run, despite the company’s 24% sequential decline in the latest quarter. Its unique battery-swapping stations also give Nio a competitive edge in China and Europe. Plus, Nio’s undervaluation relative to pre-revenue EV startups indicates that multi-bagger returns are possible.However, Nio’s massive cash burn raises some concerns. The company’s net income was negative $844 million last quarter. Thus, Nio will need continuous access to financing to fund its ambitious growth plans. While recent Middle East investments provided a capital boost, consistent access to funding remains imperative for Nio.The above two paragraphs are basically a summary of the bullish and the bearish picture. I personally believe Nio can deliver exceptional returns if the EV company maintains sustainable financing and strong growth fundamentals. Nio’s battery-swapping technology gives it a niche advantage in key global markets. With its solid R&D and production ramping up, Nio could be profitable by 2028.Is Dilution a Threat to NIO Stock?Some say that investors right now will face massive price pressure when it comes to NIO stock due to its inherent dilution risk, but I disagree. Nio has proved it can prudently raise funds, and the stock has seen limited dilution. Thus, its long-term potential can be substantial if trends continue. So, I do not view dilution as a threat, at least not yet.In my view, if Nio can continue executing its strategic roadmap over the next five years, a stock price between $45-65 per share is achievable. This outcome would generate massive returns from Nio’s current share price at $8 per share. However, realizing this upside requires the company to fund its operations without game-changing dilution, and successfully execute on its ambitious growth plans.Therefore, NIO stock certainly carries risks, but it also offers alluring millionaire-maker potential. Nio’s unique market positioning and attractive valuation provide a viable path to generating blockbuster returns for early investors. With access to prudent financing, Nio could make fortunes for shareholders in the coming years.Of course, things rarely go exactly as planned, especially in the dynamic EV space. But from my perspective, Nio is poised to disrupt the industry with its niche battery-swapping model. If Nio can maintain its technology leadership here, the company’s long-term outlook is quite compelling.The Bottom LineIn summary, I believe patient, long-term investors could generate massive returns by accumulating Nio stock at current levels. But admittedly, risks abound in owning a pre-profit, cash-burning growth stock like Nio. Its ambitious goals require flawless execution and ample access to capital. Any stumbles along the way could derail the investment thesis. Whether or not you wish to make that leap of faith is up to you.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023443800,"gmtCreate":1652953752200,"gmtModify":1676535195362,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Human are irrational&nbsp;","listText":"Human are irrational&nbsp;","text":"Human are irrational","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023443800","repostId":"2236792189","repostType":4,"repost":{"id":"2236792189","pubTimestamp":1652952353,"share":"https://ttm.financial/m/news/2236792189?lang=&edition=fundamental","pubTime":"2022-05-19 17:25","market":"us","language":"en","title":"JD.Com Vs. Alibaba: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2236792189","media":"Seeking Alpha","summary":"ThesisThe thesis is to illustrate the current situations of Alibaba (NYSE:BABA) and JD.com (NASDAQ:J","content":"<html><head></head><body><h2>Thesis</h2><p>The thesis is to illustrate the current situations of Alibaba (NYSE:BABA) and JD.com (NASDAQ:JD) as yet another demonstration of the irrationality of the stock market (and hence the opportunities such irrationality creates). The comparison and contrast between BABA and JD are so dramatic that it seems to me that the market has entirely disregarded the business fundamentals – again. Admittedly, both are well poised to tap into the e-commerce growth in the Asian-Pacific regions, where the remaining e-commerce resolution will be centered. And both also face similar macroeconomic risks, including much of the regulatory and geopolitical risks.</p><p>However, just taking a quick glance at the following simple comparison, you can probably already see that BABA now is completely dominated by fear yet JD is still by greed. As shown in the table, JD and BABA are valued at about 30+ and about 10x PE based on non-GAAP TTM. So BABA is at a discount by almost a factor of 2x compared to JD. As we look a bit deeper, BABA valuation is also at a significant discount in terms of forward metrics. When the growth projections for the next three years are considered, BABA’s PE would still be at an almost 50% discount compared to JD.</p><p>Looking forward, I see BABA’s growth rates as underestimated because its R&amp;D efforts and new investments are not properly factored in. On the other hand, JD’s growth rates and R&amp;D efforts are on the side of being overestimated, as detailed next.</p><p><img src=\"https://static.tigerbbs.com/423abf64e1fa9267564e4fef7d8db243\" tg-width=\"640\" tg-height=\"513\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><h2>Both R&amp;D aggressively but BABA enjoys way better yield</h2><p>As mentioned in our earlier writings, when analyzing tech stocks, we tend to focus on A) the recurrent resources available to sustainably support new R&amp;D endeavors, and B) the yield of the R&amp;D process. The following chart shows how well and sustainably BABA and JD can fund their new R&amp;D efforts.</p><p>As seen, the chart shows the R&amp;D expenses of BABA and JD over the past decade. Both have been consistently in R&amp;D and BABA has been spending more aggressively. Since 2015, JD on average has been spending only about 2% of its total sales on R&amp;D efforts. And BABA, in contrast, spends on average 10%, about 5x more than JD.</p><p><img src=\"https://static.tigerbbs.com/3f84f66858335d42ab10e02e72ef1a6b\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p><i>Then the next question is, how effective is their R&amp;D’s process? The next chart shows a variation of Buffett’s $1 test on R&amp;D expenses as detailed in our earlier writings and in summary:</i></p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure for profit. </i></li><li><i>Also, most R&amp;D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we used the</i><i> three-year </i><i>moving average of operating cash flow to represent this </i><i>three-year</i><i> cycle. </i></li></ul></blockquote><p>As you can see, BABA&#39;s R&amp;D yield has been stable, albeit with some degree of variance, around an average of $3.3 of output per $1 of R&amp;D expenditure for the past decade. It&#39;s a competitive level even among the FAAMG group. In recent years, the FAAMG group has had an average R&amp;D output of roughly $2 to $2.5 per $1 of R&amp;D expenditure. JD&#39;s R&amp;D yield was quite in the early part of the decade. It started below $1 and gradually improved to the current level of $2.2.</p><p><img src=\"https://static.tigerbbs.com/2f6b50047a0995d445b9cff6927bd780\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>Looking forward, I see BABA as better positioned for future growth given the above contrast of R&amp;D inputs and yield. Specifically,</p><ul><li>JD relies on a single source of revenue more than BABA. In recent years, JD&#39;s retail business raked in about 94% of its total sales and almost 100% of its total profits (with the majority of the money earned from its first-party marketplace). BABA relies heavily on its core commerce segment too, but to a much lesser degree. BABA’s main commerce operation “only” accounts for about 87% of its total sales. Even within the e-commerce segment, BABA is better diversified and better positioned than JD. BABA’s e-commerce operation included Taobao, Tmall, some brick-and-mortar businesses, international marketplaces, and also notably its Cainiao logistics, all of which enjoy synergistic relationships.</li><li>BABA invests more heavily in three new futuristic divisions: Alibaba Cloud, digital media and entertainment, and other innovative projects. The BABA cloud is currently China&#39;s largest cloud infrastructure platform. The digital media and entertainment segment are well poised for further growth as billions of its population are transitioning to a new mode of entertainment similar to Netflix and YouTube. Its substantially higher R&amp;D inputs and higher yield put it at a strategic advantage compared to JD.</li><li>Finally, as to be detailed next, BABA also enjoys superior profitability to sustainably fund its R&amp;D efforts.</li></ul><h2>BABA enjoys far superior profitability</h2><p>As you can see from the following chart, BABA’s profitability is far superior to JD (and Amazon too) across many metrics. Take the net income margin as an example. BABA earns about 7.86%, drastically higher than JD and also almost 2x of that earned by Amazon. Another key metric is the FCF margin. As seen again, BABA’s FCF margin is almost 10x higher than JD. And for Amazon, its FCF has been suffering dramatic deterioration in recent quarterly (especially when lease obligations are considered) and its FCF margin is currently negative.</p><p><img src=\"https://static.tigerbbs.com/b099a9f7c06f65f85ea944a467bab1ad\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The metrics supplied in the above table provide a multifaceted snapshot of their current profitability metrics. For us, we also want to see a more fundamental measure over a longer period of time.</p><p><i>And as explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</i></p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income – a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is “simply” the product of ROCE and reinvestment rate, i.e., </i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate </i></blockquote><blockquote><i>And I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. </i></blockquote><p>As you can see, both JD and BABA were able to maintain a remarkably high ROCE over the years. In BABA’s case, its ROCE has been at an astronomical level above 200% between 2014 and 2017. JD’s ROCE spiked to above 150% in 2017 also. Then both begin to suffer decay in their ROCE due to a variety of reasons (heightened competition, Chinese government regulations, the de-acceleration of China&#39;s overall economic growth, etc.). Despite the decays in ROCE since 2017, both still enjoy superb ROCE in recent years. In JD’s case, its average ROCE in the past four years is on average about 75 percent. And BABA is even higher, about 95 percent. To put things in perspective, the S&amp;P 500’s average ROCE is around 20% and the FAANG group is about 55% to 65% in recent years by my estimation.</p><p>So here I see both JD and BABA enjoy superb profitability in recent years. However, BABA’s profitability is even better, which enables it to better fund its R&amp;D efforts and position it for future growth as discussed next.</p><p><img src=\"https://static.tigerbbs.com/1720d0a06becf9ad3bb5dfa46b2ff913\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><h2>Growth prospects and final verdict</h2><p>Looking ahead, I believe both are well positioned to profit from the secular growth trend of e-commerce penetration. It&#39;s easy to form a misconception that the e-commerce revolution is reaching a saturation point when we&#39;re so acclimated to North American shopping habits. Taking a broader view, the worldwide e-commerce penetration rate is presently only about 20 percent. In absolute numbers, worldwide retail e-commerce sales just hit $4.2 trillion in 2020 and are expected to nearly double in size by 2026, hitting $7.4 trillion in sales. The e-commerce revolution is only getting started and both JD and BABA are well-positioned to tap into the remainder of the revolution – which is the remaining 80% since most of it will be centered in the Asian-Pacific regions.</p><p>As seen from the following chart, retail e-commerce sales in Asia-Pacific are expected to surpass those in the rest of the globe by 2023. This will be mostly due to three factors: Increasing urbanization, catching up on the technological curve, and the fact that more than 85 percent of the new emerging middle-class will be from the Asian-Pacific region. The potential on the B2B front is even more enormous considering the current B2B gap as seen below. With their size, reach, government support, and cultural and geographic proximity, both JD and BABA are best positioned to gain in the Asia-Pacific region.</p><p><img src=\"https://static.tigerbbs.com/1486d07c6db80e8162346142a6238b00\" tg-width=\"640\" tg-height=\"564\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: shopify.com Global ecommerce statistics</p><p>However, I see BABA as better positioned for tremendous growth opportunities in other areas besides e-commerce. BABA is a leader in the cloud computing space in China.</p><p>Our world is entering a &#34;pay per use&#34; paradigm for its insatiable computing needs. BABA is best positioned in this space in China as private companies, government divisions, universities, and research institutions all transfer their computing needs to this new model. Another notable advantage that BABA enjoys is its logistic arm, Cainiao. Cainiao is BABA’s delivery platform that handles shipments around the globe. The logistic system interacts seamlessly with its local and international e-commerce activities. Its recent demonstration of the Xiao G delivery cart has the potential to reshape the future of e-commerce logistics. It&#39;s a fully autonomous cart that has shown great promise during its demonstration in Hangzhou, a metropolis of 10 million people. It has been demonstrated to pick up items from Cainiao&#39;s Hangzhou depot, navigate the city traffic using its 360-degree sensors, and deliver to local areas.</p><p>Finally, the following table summarizes all the key metrics discussed above. My thesis is that the risks surrounding BABA have been fully priced in already and JD seems to be still dominated by greed. BABA spends 5x of its sales on R&amp;D than JD, harvests 1.5x of the R&amp;D expenses, and enjoys 1.27x of profitability as measured by ROCE sustainably in the long-term. Yet, it’s for sale around 10x PE, compared to 30x of JD – which is not only higher than BABA but also higher than the overall market.</p><p><img src=\"https://static.tigerbbs.com/784b5554e21760d210361c4cbc097db2\" tg-width=\"640\" tg-height=\"254\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><h2>Risks</h2><p>I do not think there&#39;s a need to repeat BABA’s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>Both JD and BABA face macroeconomic risks and geopolitical risks. The Russia-Ukraine conflict has already led to extreme volatilities in Chinese and global equity markets. And the conflict is far from over and China’s involvement (if any) remains highly unpredictable.</p><p>Specific to JD, it has been facing the Chinese regulatory crackdown (same as BABA). It has become harder for it to gain market share and its user growth has slowed in recent quarters because of the increased competition, especially against BABA. After all, BABA enjoys a much larger scale and much deeper pocket. BABA’s operating cash flow is currently more than 4 times of that JD (more than $27B vs $6.6B).</p><h2>Summary and final thoughts</h2><p>The stock market is known for ignoring business fundamentals at sentimental extremes. The contrast between JD and BABA suggests such market psychology is currently at play.</p><p>Both JD and BABA are well poised to tap into the e-commerce growth in the Asian-Pacific regions. However, in direct comparison against BABA, JD underspends on R&amp;D. Its R&amp;D yields and profitability are also both lower than BABA by a large margin (though healthy when compared to the general economy and other good businesses). Yet, JD is currently valued at around 30x PE TTM, compared to ~10x of BABA, creating a mispricing situation too large to ignore.</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>JD.Com Vs. Alibaba: Back To Fundamentals</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\">\nJD.Com Vs. Alibaba: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 17:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512964-jdcom-vs-alibaba-fundamental-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisThe thesis is to illustrate the current situations of Alibaba (NYSE:BABA) and JD.com (NASDAQ:JD) as yet another demonstration of the irrationality of the stock market (and hence the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512964-jdcom-vs-alibaba-fundamental-analysis\">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","09988":"阿里巴巴-W","09618":"京东集团-SW"},"source_url":"https://seekingalpha.com/article/4512964-jdcom-vs-alibaba-fundamental-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236792189","content_text":"ThesisThe thesis is to illustrate the current situations of Alibaba (NYSE:BABA) and JD.com (NASDAQ:JD) as yet another demonstration of the irrationality of the stock market (and hence the opportunities such irrationality creates). The comparison and contrast between BABA and JD are so dramatic that it seems to me that the market has entirely disregarded the business fundamentals – again. Admittedly, both are well poised to tap into the e-commerce growth in the Asian-Pacific regions, where the remaining e-commerce resolution will be centered. And both also face similar macroeconomic risks, including much of the regulatory and geopolitical risks.However, just taking a quick glance at the following simple comparison, you can probably already see that BABA now is completely dominated by fear yet JD is still by greed. As shown in the table, JD and BABA are valued at about 30+ and about 10x PE based on non-GAAP TTM. So BABA is at a discount by almost a factor of 2x compared to JD. As we look a bit deeper, BABA valuation is also at a significant discount in terms of forward metrics. When the growth projections for the next three years are considered, BABA’s PE would still be at an almost 50% discount compared to JD.Looking forward, I see BABA’s growth rates as underestimated because its R&D efforts and new investments are not properly factored in. On the other hand, JD’s growth rates and R&D efforts are on the side of being overestimated, as detailed next.Seeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, when analyzing tech stocks, we tend to focus on A) the recurrent resources available to sustainably support new R&D endeavors, and B) the yield of the R&D process. The following chart shows how well and sustainably BABA and JD can fund their new R&D efforts.As seen, the chart shows the R&D expenses of BABA and JD over the past decade. Both have been consistently in R&D and BABA has been spending more aggressively. Since 2015, JD on average has been spending only about 2% of its total sales on R&D efforts. And BABA, in contrast, spends on average 10%, about 5x more than JD.AuthorThen the next question is, how effective is their R&D’s process? The next chart shows a variation of Buffett’s $1 test on R&D expenses as detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit. Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle. As you can see, BABA's R&D yield has been stable, albeit with some degree of variance, around an average of $3.3 of output per $1 of R&D expenditure for the past decade. It's a competitive level even among the FAAMG group. In recent years, the FAAMG group has had an average R&D output of roughly $2 to $2.5 per $1 of R&D expenditure. JD's R&D yield was quite in the early part of the decade. It started below $1 and gradually improved to the current level of $2.2.AuthorLooking forward, I see BABA as better positioned for future growth given the above contrast of R&D inputs and yield. Specifically,JD relies on a single source of revenue more than BABA. In recent years, JD's retail business raked in about 94% of its total sales and almost 100% of its total profits (with the majority of the money earned from its first-party marketplace). BABA relies heavily on its core commerce segment too, but to a much lesser degree. BABA’s main commerce operation “only” accounts for about 87% of its total sales. Even within the e-commerce segment, BABA is better diversified and better positioned than JD. BABA’s e-commerce operation included Taobao, Tmall, some brick-and-mortar businesses, international marketplaces, and also notably its Cainiao logistics, all of which enjoy synergistic relationships.BABA invests more heavily in three new futuristic divisions: Alibaba Cloud, digital media and entertainment, and other innovative projects. The BABA cloud is currently China's largest cloud infrastructure platform. The digital media and entertainment segment are well poised for further growth as billions of its population are transitioning to a new mode of entertainment similar to Netflix and YouTube. Its substantially higher R&D inputs and higher yield put it at a strategic advantage compared to JD.Finally, as to be detailed next, BABA also enjoys superior profitability to sustainably fund its R&D efforts.BABA enjoys far superior profitabilityAs you can see from the following chart, BABA’s profitability is far superior to JD (and Amazon too) across many metrics. Take the net income margin as an example. BABA earns about 7.86%, drastically higher than JD and also almost 2x of that earned by Amazon. Another key metric is the FCF margin. As seen again, BABA’s FCF margin is almost 10x higher than JD. And for Amazon, its FCF has been suffering dramatic deterioration in recent quarterly (especially when lease obligations are considered) and its FCF margin is currently negative.Seeking AlphaThe metrics supplied in the above table provide a multifaceted snapshot of their current profitability metrics. For us, we also want to see a more fundamental measure over a longer period of time.And as explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income – a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is “simply” the product of ROCE and reinvestment rate, i.e., Long-Term Growth Rate = ROCE * Reinvestment Rate And I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, both JD and BABA were able to maintain a remarkably high ROCE over the years. In BABA’s case, its ROCE has been at an astronomical level above 200% between 2014 and 2017. JD’s ROCE spiked to above 150% in 2017 also. Then both begin to suffer decay in their ROCE due to a variety of reasons (heightened competition, Chinese government regulations, the de-acceleration of China's overall economic growth, etc.). Despite the decays in ROCE since 2017, both still enjoy superb ROCE in recent years. In JD’s case, its average ROCE in the past four years is on average about 75 percent. And BABA is even higher, about 95 percent. To put things in perspective, the S&P 500’s average ROCE is around 20% and the FAANG group is about 55% to 65% in recent years by my estimation.So here I see both JD and BABA enjoy superb profitability in recent years. However, BABA’s profitability is even better, which enables it to better fund its R&D efforts and position it for future growth as discussed next.AuthorGrowth prospects and final verdictLooking ahead, I believe both are well positioned to profit from the secular growth trend of e-commerce penetration. It's easy to form a misconception that the e-commerce revolution is reaching a saturation point when we're so acclimated to North American shopping habits. Taking a broader view, the worldwide e-commerce penetration rate is presently only about 20 percent. In absolute numbers, worldwide retail e-commerce sales just hit $4.2 trillion in 2020 and are expected to nearly double in size by 2026, hitting $7.4 trillion in sales. The e-commerce revolution is only getting started and both JD and BABA are well-positioned to tap into the remainder of the revolution – which is the remaining 80% since most of it will be centered in the Asian-Pacific regions.As seen from the following chart, retail e-commerce sales in Asia-Pacific are expected to surpass those in the rest of the globe by 2023. This will be mostly due to three factors: Increasing urbanization, catching up on the technological curve, and the fact that more than 85 percent of the new emerging middle-class will be from the Asian-Pacific region. The potential on the B2B front is even more enormous considering the current B2B gap as seen below. With their size, reach, government support, and cultural and geographic proximity, both JD and BABA are best positioned to gain in the Asia-Pacific region.Source: shopify.com Global ecommerce statisticsHowever, I see BABA as better positioned for tremendous growth opportunities in other areas besides e-commerce. BABA is a leader in the cloud computing space in China.Our world is entering a \"pay per use\" paradigm for its insatiable computing needs. BABA is best positioned in this space in China as private companies, government divisions, universities, and research institutions all transfer their computing needs to this new model. Another notable advantage that BABA enjoys is its logistic arm, Cainiao. Cainiao is BABA’s delivery platform that handles shipments around the globe. The logistic system interacts seamlessly with its local and international e-commerce activities. Its recent demonstration of the Xiao G delivery cart has the potential to reshape the future of e-commerce logistics. It's a fully autonomous cart that has shown great promise during its demonstration in Hangzhou, a metropolis of 10 million people. It has been demonstrated to pick up items from Cainiao's Hangzhou depot, navigate the city traffic using its 360-degree sensors, and deliver to local areas.Finally, the following table summarizes all the key metrics discussed above. My thesis is that the risks surrounding BABA have been fully priced in already and JD seems to be still dominated by greed. BABA spends 5x of its sales on R&D than JD, harvests 1.5x of the R&D expenses, and enjoys 1.27x of profitability as measured by ROCE sustainably in the long-term. Yet, it’s for sale around 10x PE, compared to 30x of JD – which is not only higher than BABA but also higher than the overall market.AuthorRisksI do not think there's a need to repeat BABA’s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.Both JD and BABA face macroeconomic risks and geopolitical risks. The Russia-Ukraine conflict has already led to extreme volatilities in Chinese and global equity markets. And the conflict is far from over and China’s involvement (if any) remains highly unpredictable.Specific to JD, it has been facing the Chinese regulatory crackdown (same as BABA). It has become harder for it to gain market share and its user growth has slowed in recent quarters because of the increased competition, especially against BABA. After all, BABA enjoys a much larger scale and much deeper pocket. BABA’s operating cash flow is currently more than 4 times of that JD (more than $27B vs $6.6B).Summary and final thoughtsThe stock market is known for ignoring business fundamentals at sentimental extremes. The contrast between JD and BABA suggests such market psychology is currently at play.Both JD and BABA are well poised to tap into the e-commerce growth in the Asian-Pacific regions. However, in direct comparison against BABA, JD underspends on R&D. Its R&D yields and profitability are also both lower than BABA by a large margin (though healthy when compared to the general economy and other good businesses). Yet, JD is currently valued at around 30x PE TTM, compared to ~10x of BABA, creating a mispricing situation too large to ignore.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067314447,"gmtCreate":1652408067589,"gmtModify":1676535095137,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"May dip further&nbsp;","listText":"May dip further&nbsp;","text":"May dip further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067314447","repostId":"1119190100","repostType":4,"repost":{"id":"1119190100","pubTimestamp":1652406122,"share":"https://ttm.financial/m/news/1119190100?lang=&edition=fundamental","pubTime":"2022-05-13 09:42","market":"us","language":"en","title":"Buy the Dip in Apple Amidst Supply Chain Woes","url":"https://stock-news.laohu8.com/highlight/detail?id=1119190100","media":"InvestorPlace","summary":"Apple(NASDAQ:AAPL) stock has been trading in the red after it predicted a $4 billion to $8 billion r","content":"<html><head></head><body><p><b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) stock has been trading in the red after it predicted a $4 billion to $8 billion reduction in sales due to ongoing supply constraints.</p><p>Coronavirus-led restrictions in China are likely to take a toll on the company’s quarterly performance in June. Its fiscal second-quarter profits and revenues came ahead of analyst estimates, fueling strong demand for its digital services and the iPhone. Hence, the troubling outlook has cast a shadow on another rock-solid performance by the iPhone maker.</p><p>The Russia/Ukraine War caused major disruptions to supply chains across the globe. It’s been a double-whammy for tech companies, already reeling from chip shortages. Chief Executive Officer Tim Cook stated “We are not immune to these challenges, but we have great confidence in our teams, and our products and services — and in our strategy.”</p><p>Apple’s board is unfazed by these short-term headwinds, authorizing share repurchases worth $90 billion recently. The company’s businesses are performing remarkably well and continue to prove the naysayers wrong.</p><p>Apple produces the largest free cash flows of any company globally and is committed to rewarding its shareholders through dividends and buybacks. Considering its massive balance sheet and resiliency under the challenging conditions at this time, the stock is a relatively safe investment with healthy expectations for further gains in the future.</p><p>Furthermore, with new segments including VR and automotive, the company is likely to have multiple new growth opportunities. The challenging market conditions at this time have created an attractive entry point for investors to load up on AAPL stock.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the Dip in Apple Amidst Supply Chain Woes</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\">\nBuy the Dip in Apple Amidst Supply Chain Woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-13 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/buy-the-dip-in-aapl-stock-amidst-supply-chain-woes/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL) stock has been trading in the red after it predicted a $4 billion to $8 billion reduction in sales due to ongoing supply constraints.Coronavirus-led restrictions in China are likely...</p>\n\n<a href=\"https://investorplace.com/2022/05/buy-the-dip-in-aapl-stock-amidst-supply-chain-woes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2022/05/buy-the-dip-in-aapl-stock-amidst-supply-chain-woes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119190100","content_text":"Apple(NASDAQ:AAPL) stock has been trading in the red after it predicted a $4 billion to $8 billion reduction in sales due to ongoing supply constraints.Coronavirus-led restrictions in China are likely to take a toll on the company’s quarterly performance in June. Its fiscal second-quarter profits and revenues came ahead of analyst estimates, fueling strong demand for its digital services and the iPhone. Hence, the troubling outlook has cast a shadow on another rock-solid performance by the iPhone maker.The Russia/Ukraine War caused major disruptions to supply chains across the globe. It’s been a double-whammy for tech companies, already reeling from chip shortages. Chief Executive Officer Tim Cook stated “We are not immune to these challenges, but we have great confidence in our teams, and our products and services — and in our strategy.”Apple’s board is unfazed by these short-term headwinds, authorizing share repurchases worth $90 billion recently. The company’s businesses are performing remarkably well and continue to prove the naysayers wrong.Apple produces the largest free cash flows of any company globally and is committed to rewarding its shareholders through dividends and buybacks. Considering its massive balance sheet and resiliency under the challenging conditions at this time, the stock is a relatively safe investment with healthy expectations for further gains in the future.Furthermore, with new segments including VR and automotive, the company is likely to have multiple new growth opportunities. The challenging market conditions at this time have created an attractive entry point for investors to load up on AAPL stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039399517,"gmtCreate":1645919697480,"gmtModify":1676534074004,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"The brave will be rewarded&nbsp;","listText":"The brave will be rewarded&nbsp;","text":"The brave will be rewarded","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039399517","repostId":"1190464811","repostType":4,"repost":{"id":"1190464811","pubTimestamp":1645832971,"share":"https://ttm.financial/m/news/1190464811?lang=&edition=fundamental","pubTime":"2022-02-26 07:49","market":"us","language":"en","title":"3 Cybersecurity Stocks to Buy Right Now on Russia-Ukraine Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1190464811","media":"investorplace","summary":"Almost three days into Russia’s invasion of Ukraine, global tensions are continuing to mount. U.S. P","content":"<html><head></head><body><p>Almost three days into Russia’s invasion of Ukraine, global tensions are continuing to mount. U.S. President Joe Biden has announced harsher sanctions aimed at Russia’s financial and tech sectors. And while many agree that this type of action is necessary, it has also given rise to a new conflict-driven fear. CNN reports that U.S. officials have issued a dire warning to American businesses — be prepared for ransomware attacks.</p><p>This announcement came just minutes after Biden confirmed the new sanctions yesterday. David Ring, a senior cyber official with the Federal Bureau of Investigation (FBI), told businesses that Russia’s cybercrime operations were likely to grow as the conflict continued. In ransomware attacks, a company’s data is held hostage through a phishing scam until a fee is paid. This trend of cybercrime from Russia has been growing steadily, but the war is likely to escalate it further.</p><p>While there have not been any “specific, credible threats” made to the U.S. homeland, businesses aren’t going to wait until there are. Cybersecurity companies are about to see an influx of demand for their services. Let’s take a look at the top cybersecurity stocks to buy before fears increase even more.</p><p>Palo Alto Networks (NASDAQ:PANW)</p><p>SentinelOne (NYSE:S)</p><p>CrowdStrike (NASDAQ:CRWD)</p><h2>Cybersecurity Stocks to Buy: Palo Alto Networks (PANW)</h2><p>A leader within the cybersecurity space, PANW had plenty to recommend it before the year began. InvestorPlace contributor Larry Ramer predicted that it was likely to outperform the Nasdaq in 2022. So far, its performance supports that hypothesis. Ramer noted that in addition to the mounting demand for cybersecurity services, the sector is becoming increasingly reliant on automation and artificial intelligence (AI) technology. Palo Alto Networks was quick to realize that and begin utilizing this type of tech. Fellow contributor Chris Markoch also touted the benefits of its App-ID platform and standalone solutions. Both authors issued these endorsements before war in Ukraine became a viable threat.</p><p>Now, conflict has escalated with a nation known for cyberattacks. There is even more reason to believe that PANW will continue to rise as this transpires. InvestorPlace’s Eddie Pan reports that analysts remain primarily bullish on the stock, issuing high price targets. This is partially due to the company’s recently reported earnings. However, the strong market momentum pushing cyber stocks upward remains a far more important factor. This sector leader should absolutely be held among cybersecurity stocks to buy.</p><h2>SentinelOne (S)</h2><p>Founded in 2013, SentinelOne made stock market history in June 2021 as the highest valued initial public offering (IPO) of the cybersecurity sector. Since then, it hasn’t disappointed investors. When InvestorPlace contributor Muslim Farooque analyzed top 2022 cyber plays, he noted that SentinelOne boasted an impressive AI platform. Additionally, the firm more than doubled its sales in 2020 and continued to grow in 2021.</p><p>After being courted by Microsoft (NASDAQ:MSFT) in early 2022, cyber defense leader Mandiant (NASDAQ:MNDT) opted to form a strategic alliance with SentinelOne to help clients mitigate data breaches and other cyber threats. Also worth noting is the fact that SentinelOne boasts a customer-centric business model. “Mutual collaboration means the company and its partners serve their customer needs fully,” notes InvestorPlace contributor Chris Lau. Both attributes position the company well to help customers prevent cyberattacks before they happen, making S stock a clear play for cybersecurity stocks to buy.</p><h2>Cybersecurity Stocks to Buy: CrowdStrike Holdings (CRWD)</h2><p>Amid the market selloff that we saw in February 2021, Wall Street still held CRWD not just among cybersecurity stocks to buy but among general market winners. It’s not hard to see why. The company is a leader among software-as-a-service (SaaS) stocks. It boasts a dynamic platform that is designed to assist with many cybersecurity needs. This positions it well to capture a significant market share. Now that a global conflict is poised to push the sector to new heights, CrowdStrike is likely to ride the wave to the top.</p><p>Yesterday, CRWD was among the winners of the day as cyber stocks popped across the board. As InvestorPlace contributor Chris MacDonald notes, U.S. investors are not taking the threat of international cyber attacks lightly. Given what is at stake, this is an appropriate reaction. The threat of ransomware attacks have boosted U.S. cybersecurity stocks in times when there was no war with Russia. Now that there is a conflict in Ukraine, dynamic industry leaders like CrowdStrike are at a clear advantage.</p><p>The stock saw some turbulence early in the year. However, investors who bought the dip will be rewarded as widespread fears send trusted cybersecurity winners up.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cybersecurity Stocks to Buy Right Now on Russia-Ukraine Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Cybersecurity Stocks to Buy Right Now on Russia-Ukraine Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-26 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/3-cybersecurity-stocks-to-buy-right-now-on-russia-ukraine-fears/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Almost three days into Russia’s invasion of Ukraine, global tensions are continuing to mount. U.S. President Joe Biden has announced harsher sanctions aimed at Russia’s financial and tech sectors. And...</p>\n\n<a href=\"https://investorplace.com/2022/02/3-cybersecurity-stocks-to-buy-right-now-on-russia-ukraine-fears/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S":"SentinelOne, Inc","PANW":"Palo Alto Networks","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://investorplace.com/2022/02/3-cybersecurity-stocks-to-buy-right-now-on-russia-ukraine-fears/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190464811","content_text":"Almost three days into Russia’s invasion of Ukraine, global tensions are continuing to mount. U.S. President Joe Biden has announced harsher sanctions aimed at Russia’s financial and tech sectors. And while many agree that this type of action is necessary, it has also given rise to a new conflict-driven fear. CNN reports that U.S. officials have issued a dire warning to American businesses — be prepared for ransomware attacks.This announcement came just minutes after Biden confirmed the new sanctions yesterday. David Ring, a senior cyber official with the Federal Bureau of Investigation (FBI), told businesses that Russia’s cybercrime operations were likely to grow as the conflict continued. In ransomware attacks, a company’s data is held hostage through a phishing scam until a fee is paid. This trend of cybercrime from Russia has been growing steadily, but the war is likely to escalate it further.While there have not been any “specific, credible threats” made to the U.S. homeland, businesses aren’t going to wait until there are. Cybersecurity companies are about to see an influx of demand for their services. Let’s take a look at the top cybersecurity stocks to buy before fears increase even more.Palo Alto Networks (NASDAQ:PANW)SentinelOne (NYSE:S)CrowdStrike (NASDAQ:CRWD)Cybersecurity Stocks to Buy: Palo Alto Networks (PANW)A leader within the cybersecurity space, PANW had plenty to recommend it before the year began. InvestorPlace contributor Larry Ramer predicted that it was likely to outperform the Nasdaq in 2022. So far, its performance supports that hypothesis. Ramer noted that in addition to the mounting demand for cybersecurity services, the sector is becoming increasingly reliant on automation and artificial intelligence (AI) technology. Palo Alto Networks was quick to realize that and begin utilizing this type of tech. Fellow contributor Chris Markoch also touted the benefits of its App-ID platform and standalone solutions. Both authors issued these endorsements before war in Ukraine became a viable threat.Now, conflict has escalated with a nation known for cyberattacks. There is even more reason to believe that PANW will continue to rise as this transpires. InvestorPlace’s Eddie Pan reports that analysts remain primarily bullish on the stock, issuing high price targets. This is partially due to the company’s recently reported earnings. However, the strong market momentum pushing cyber stocks upward remains a far more important factor. This sector leader should absolutely be held among cybersecurity stocks to buy.SentinelOne (S)Founded in 2013, SentinelOne made stock market history in June 2021 as the highest valued initial public offering (IPO) of the cybersecurity sector. Since then, it hasn’t disappointed investors. When InvestorPlace contributor Muslim Farooque analyzed top 2022 cyber plays, he noted that SentinelOne boasted an impressive AI platform. Additionally, the firm more than doubled its sales in 2020 and continued to grow in 2021.After being courted by Microsoft (NASDAQ:MSFT) in early 2022, cyber defense leader Mandiant (NASDAQ:MNDT) opted to form a strategic alliance with SentinelOne to help clients mitigate data breaches and other cyber threats. Also worth noting is the fact that SentinelOne boasts a customer-centric business model. “Mutual collaboration means the company and its partners serve their customer needs fully,” notes InvestorPlace contributor Chris Lau. Both attributes position the company well to help customers prevent cyberattacks before they happen, making S stock a clear play for cybersecurity stocks to buy.Cybersecurity Stocks to Buy: CrowdStrike Holdings (CRWD)Amid the market selloff that we saw in February 2021, Wall Street still held CRWD not just among cybersecurity stocks to buy but among general market winners. It’s not hard to see why. The company is a leader among software-as-a-service (SaaS) stocks. It boasts a dynamic platform that is designed to assist with many cybersecurity needs. This positions it well to capture a significant market share. Now that a global conflict is poised to push the sector to new heights, CrowdStrike is likely to ride the wave to the top.Yesterday, CRWD was among the winners of the day as cyber stocks popped across the board. As InvestorPlace contributor Chris MacDonald notes, U.S. investors are not taking the threat of international cyber attacks lightly. Given what is at stake, this is an appropriate reaction. The threat of ransomware attacks have boosted U.S. cybersecurity stocks in times when there was no war with Russia. Now that there is a conflict in Ukraine, dynamic industry leaders like CrowdStrike are at a clear advantage.The stock saw some turbulence early in the year. However, investors who bought the dip will be rewarded as widespread fears send trusted cybersecurity winners up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097623581,"gmtCreate":1645447844327,"gmtModify":1676534028706,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Have nio and palantir, but will take it as a pinch of salt","listText":"Have nio and palantir, but will take it as a pinch of salt","text":"Have nio and palantir, but will take it as a pinch of salt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097623581","repostId":"2213600689","repostType":2,"repost":{"id":"2213600689","pubTimestamp":1645441703,"share":"https://ttm.financial/m/news/2213600689?lang=&edition=fundamental","pubTime":"2022-02-21 19:08","market":"us","language":"en","title":"4 No-Brainer Growth Stocks to Buy Amid the Tech Wreck","url":"https://stock-news.laohu8.com/highlight/detail?id=2213600689","media":"Motley Fool","summary":"The tech sell-off has created the perfect opportunity to buy these game-changing stocks at a discount.","content":"<html><head></head><body><p>Since the market bottomed out during the Great Recession nearly 13 years ago, growth stocks have been virtually unstoppable. Historically low lending rates and dovish monetary policy have rolled out the red carpet for fast-paced companies to borrow cheaply in order to hire, acquire, and innovate.</p><p>But over the past couple of months, the market&#39;s leading sector, technology, has turned into its biggest drag. Whereas tech stocks have singlehandedly pulled the market to new heights, at times, over the past decade, they&#39;re now causing something of a &#34;tech wreck.&#34;</p><p>Yet if there&#39;s good news here, it&#39;s that every single stock market crash and correction throughout history has represented an opportunity to buy high-quality, innovative businesses at a discount. The following four growth stocks are perfect examples of no-brainer buys amid the tech carnage.</p><h2>CrowdStrike Holdings</h2><p>One of the smartest ways to take advantage of this pervasive tech sell-off is to buy industry leaders that offer clear-cut competitive advantages. One such example is cybersecurity stock <b>CrowdStrike Holdings</b> (NASDAQ:CRWD).</p><p>On a broader basis, cybersecurity has evolved into a basic necessity service. No matter the size of a business or how well the U.S. economy and/or stock market are performing, hackers and robots don&#39;t take a day off from trying to steal enterprise and consumer data. With businesses shifting a lot of their data into the cloud in the wake of the pandemic, the responsibility of protecting information is falling onto third-party providers like CrowdStrike more than ever before.</p><p>The not-so-secret sauce that makes CrowdStrike tick is its Falcon security platform. Falcon was built in the cloud and it relies on artificial intelligence to grow more effective at recognizing and responding to potential threats over time. While CrowdStrike&#39;s solutions aren&#39;t the cheapest, the superior security provided by its platform has made it a popular end-user protection solution. Not surprisingly, its customer retention rate has been hovering around 98% for over two years.</p><p>The company&#39;s operating results also show that it&#39;s having no issue courting new clients. In less than five years, CrowdStrike&#39;s subscriber count has catapulted from 450 to 14,687. Perhaps even more impressive, 68% of its existing subscribers have purchased four or more cloud-module subscriptions.  That&#39;s up from 9% less than five years ago. As existing clients spend more, CrowdStrike&#39;s adjusted subscription gross margin creeps ever closer to 80%!</p><h2>Upstart Holdings</h2><p>Another absolute no-brainer growth stock to buy during this tech wreck is cloud-based lending platform <b>Upstart Holdings</b> (NASDAQ:UPST). Shares of Upstart are 65% below their 52-week high, as of Feb. 17.</p><p>Upstart has been hammered for an assortment of reasons. To begin with, the Federal Reserve is expected to begin raising interest rates in March. When rates rise, multiples for growth stocks typically contract. Also, since Upstart&#39;s platform is involved in the lending business, there&#39;s concern that higher lending rates could reduce demand at the bank level for loans.</p><p>However, neither of these worries can dent Upstart&#39;s growth trajectory or long-term strategy. This is a company that&#39;s leaning on artificial intelligence (AI) and machine-learning to vet loan applicants quickly and accurately. It&#39;s not only saving financial institutions money, but it&#39;s democratizing the loan process by helping folks who might not otherwise qualify for a loan.</p><p>The number that continually stands out in Upstart&#39;s operating results is the high percentage of revenue it collects in the form of bank fees and service revenue. During the fourth quarter, 94% of its revenue came from fees and services.  This means Upstart has no direct credit exposure, and will therefore not be hurt by potentially higher loan delinquencies in a rising-rate environment.</p><p>There&#39;s a huge runway for Upstart to expand, as well. It&#39;s been primarily focusing on personal loans since its inception. But with the acquisition of Prodigy Software last year, it now has an AI-enabled auto loan platform. The auto loan origination market dwarfs the personal loan market in size.</p><h2>Nio</h2><p>Electric vehicle (EV) manufacturer <b>Nio</b> (NYSE:NIO) is a third no-brainer growth stock that&#39;s been put on the sale rack as a result of the tech wreck.</p><p>Aside from fears of multiple compression in growth stocks, Nio has been weighed down by semiconductor chip shortages, which have affected the entire auto industry. These shortages have halted the company&#39;s aggressive production ramp-up at a time when EV market share is up for grabs.</p><p>On the other hand, it&#39;s an undeniable truth that most countries will be pushing green-energy solutions for decades to come. Encouraging consumers and businesses to go green by purchasing EVs will be on that agenda. This vehicle replacement cycle is going to last decades and afford auto stocks a period of sustained above-average growth.</p><p>What&#39;s been impressive about Nio is the company&#39;s ramp-up amid these supply chain issues. In November and December, Nio was pacing an annual run-rate of around 130,000 EVs. By year&#39;s end, management anticipates the company will have an annual run-rate closer to 600,000 EVs. Increased demand from its existing vehicles, as well as the introduction of three new EVs, will help fuel this expansion.</p><p>Furthermore, Nio&#39;s management team made the genius move of introducing its battery-as-a-service (BaaS) program in August 2020. The BaaS program allows buyers to charge, swap, and upgrade their batteries. It also reduces the initial purchase price of an EV. In return, buyers pay Nio a monthly fee for this service. Nio has effectively traded some lower-margin, near-term revenue for higher-margin, long-term revenue that&#39;ll boost customer loyalty.</p><h2>Palantir Technologies</h2><p>A fourth no-brainer growth stock to buy in the wake of the massive sell-off in tech stocks is data-mining specialist <b>Palantir Technologies</b> (NYSE:PLTR).</p><p>Not to sound like a broken record, but multiple compression has been a big theme behind the recent tech wreck. Less than 13 months ago, Palantir&#39;s market cap briefly soared above $80 billion, which is a rich valuation for a company that reported about $1.5 billion in full-year sales in 2021. As of Feb. 17, Palantir had lost about three-quarters of its value from its all-time high.</p><p>However, patience should pay off handsomely for Palantir&#39;s investors given that no other company does what it does at scale.</p><p>Palantir has two operating platforms, each with a very specific target. Gotham services federal agencies, while Foundry is focused on enterprise clients. For the past couple of years, Gotham has been the company&#39;s core growth driver. Large, multiyear contracts signed with the U.S. government have sustained the company&#39;s sales growth above 40%.</p><p>But looking ahead, Foundry is Palantir&#39;s golden ticket. Not only can Foundry help businesses streamline their operations by simplifying mountains of data, but it has global appeal. That&#39;s not the case with Gotham, which will be limited in its global appeal by security concerns. In other words, Gotham is not something Palantir&#39;s management team would allow China&#39;s government to use.</p><p>Management anticipates Palantir can grow by a minimum of 30% annually through mid-decade. That makes its recent pullback a buying opportunity for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 No-Brainer Growth Stocks to Buy Amid the Tech Wreck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 No-Brainer Growth Stocks to Buy Amid the Tech Wreck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 19:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/21/4-no-brainer-growth-stocks-to-buy-amid-tech-wreck/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the market bottomed out during the Great Recession nearly 13 years ago, growth stocks have been virtually unstoppable. Historically low lending rates and dovish monetary policy have rolled out ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/21/4-no-brainer-growth-stocks-to-buy-amid-tech-wreck/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","BK4504":"桥水持仓","BK4560":"网络安全概念","AI":"C3.ai, Inc.","BK4099":"汽车制造商","CRWD":"CrowdStrike Holdings, Inc.","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","UPST":"Upstart Holdings, Inc.","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO":"蔚来","BK4509":"腾讯概念","BK4543":"AI","BK4166":"消费信贷","BK4526":"热门中概股"},"source_url":"https://www.fool.com/investing/2022/02/21/4-no-brainer-growth-stocks-to-buy-amid-tech-wreck/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213600689","content_text":"Since the market bottomed out during the Great Recession nearly 13 years ago, growth stocks have been virtually unstoppable. Historically low lending rates and dovish monetary policy have rolled out the red carpet for fast-paced companies to borrow cheaply in order to hire, acquire, and innovate.But over the past couple of months, the market's leading sector, technology, has turned into its biggest drag. Whereas tech stocks have singlehandedly pulled the market to new heights, at times, over the past decade, they're now causing something of a \"tech wreck.\"Yet if there's good news here, it's that every single stock market crash and correction throughout history has represented an opportunity to buy high-quality, innovative businesses at a discount. The following four growth stocks are perfect examples of no-brainer buys amid the tech carnage.CrowdStrike HoldingsOne of the smartest ways to take advantage of this pervasive tech sell-off is to buy industry leaders that offer clear-cut competitive advantages. One such example is cybersecurity stock CrowdStrike Holdings (NASDAQ:CRWD).On a broader basis, cybersecurity has evolved into a basic necessity service. No matter the size of a business or how well the U.S. economy and/or stock market are performing, hackers and robots don't take a day off from trying to steal enterprise and consumer data. With businesses shifting a lot of their data into the cloud in the wake of the pandemic, the responsibility of protecting information is falling onto third-party providers like CrowdStrike more than ever before.The not-so-secret sauce that makes CrowdStrike tick is its Falcon security platform. Falcon was built in the cloud and it relies on artificial intelligence to grow more effective at recognizing and responding to potential threats over time. While CrowdStrike's solutions aren't the cheapest, the superior security provided by its platform has made it a popular end-user protection solution. Not surprisingly, its customer retention rate has been hovering around 98% for over two years.The company's operating results also show that it's having no issue courting new clients. In less than five years, CrowdStrike's subscriber count has catapulted from 450 to 14,687. Perhaps even more impressive, 68% of its existing subscribers have purchased four or more cloud-module subscriptions.  That's up from 9% less than five years ago. As existing clients spend more, CrowdStrike's adjusted subscription gross margin creeps ever closer to 80%!Upstart HoldingsAnother absolute no-brainer growth stock to buy during this tech wreck is cloud-based lending platform Upstart Holdings (NASDAQ:UPST). Shares of Upstart are 65% below their 52-week high, as of Feb. 17.Upstart has been hammered for an assortment of reasons. To begin with, the Federal Reserve is expected to begin raising interest rates in March. When rates rise, multiples for growth stocks typically contract. Also, since Upstart's platform is involved in the lending business, there's concern that higher lending rates could reduce demand at the bank level for loans.However, neither of these worries can dent Upstart's growth trajectory or long-term strategy. This is a company that's leaning on artificial intelligence (AI) and machine-learning to vet loan applicants quickly and accurately. It's not only saving financial institutions money, but it's democratizing the loan process by helping folks who might not otherwise qualify for a loan.The number that continually stands out in Upstart's operating results is the high percentage of revenue it collects in the form of bank fees and service revenue. During the fourth quarter, 94% of its revenue came from fees and services.  This means Upstart has no direct credit exposure, and will therefore not be hurt by potentially higher loan delinquencies in a rising-rate environment.There's a huge runway for Upstart to expand, as well. It's been primarily focusing on personal loans since its inception. But with the acquisition of Prodigy Software last year, it now has an AI-enabled auto loan platform. The auto loan origination market dwarfs the personal loan market in size.NioElectric vehicle (EV) manufacturer Nio (NYSE:NIO) is a third no-brainer growth stock that's been put on the sale rack as a result of the tech wreck.Aside from fears of multiple compression in growth stocks, Nio has been weighed down by semiconductor chip shortages, which have affected the entire auto industry. These shortages have halted the company's aggressive production ramp-up at a time when EV market share is up for grabs.On the other hand, it's an undeniable truth that most countries will be pushing green-energy solutions for decades to come. Encouraging consumers and businesses to go green by purchasing EVs will be on that agenda. This vehicle replacement cycle is going to last decades and afford auto stocks a period of sustained above-average growth.What's been impressive about Nio is the company's ramp-up amid these supply chain issues. In November and December, Nio was pacing an annual run-rate of around 130,000 EVs. By year's end, management anticipates the company will have an annual run-rate closer to 600,000 EVs. Increased demand from its existing vehicles, as well as the introduction of three new EVs, will help fuel this expansion.Furthermore, Nio's management team made the genius move of introducing its battery-as-a-service (BaaS) program in August 2020. The BaaS program allows buyers to charge, swap, and upgrade their batteries. It also reduces the initial purchase price of an EV. In return, buyers pay Nio a monthly fee for this service. Nio has effectively traded some lower-margin, near-term revenue for higher-margin, long-term revenue that'll boost customer loyalty.Palantir TechnologiesA fourth no-brainer growth stock to buy in the wake of the massive sell-off in tech stocks is data-mining specialist Palantir Technologies (NYSE:PLTR).Not to sound like a broken record, but multiple compression has been a big theme behind the recent tech wreck. Less than 13 months ago, Palantir's market cap briefly soared above $80 billion, which is a rich valuation for a company that reported about $1.5 billion in full-year sales in 2021. As of Feb. 17, Palantir had lost about three-quarters of its value from its all-time high.However, patience should pay off handsomely for Palantir's investors given that no other company does what it does at scale.Palantir has two operating platforms, each with a very specific target. Gotham services federal agencies, while Foundry is focused on enterprise clients. For the past couple of years, Gotham has been the company's core growth driver. Large, multiyear contracts signed with the U.S. government have sustained the company's sales growth above 40%.But looking ahead, Foundry is Palantir's golden ticket. Not only can Foundry help businesses streamline their operations by simplifying mountains of data, but it has global appeal. That's not the case with Gotham, which will be limited in its global appeal by security concerns. In other words, Gotham is not something Palantir's management team would allow China's government to use.Management anticipates Palantir can grow by a minimum of 30% annually through mid-decade. That makes its recent pullback a buying opportunity for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239536843714648,"gmtCreate":1699517433070,"gmtModify":1699517438274,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Anything is possible&nbsp;","listText":"Anything is possible&nbsp;","text":"Anything is possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239536843714648","repostId":"1177689888","repostType":4,"repost":{"id":"1177689888","pubTimestamp":1699517400,"share":"https://ttm.financial/m/news/1177689888?lang=&edition=fundamental","pubTime":"2023-11-09 16:10","market":"us","language":"en","title":"Can the Tesla Share Price Hit $300 Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177689888","media":"Motley Fool","summary":"The Tesla share price has had quite a year, more than doubling in 2023 so far. But can it return to the all-time high?Gordon Best takes a look.Image source: TeslaThere have been plenty of darlings of the stock market in recent years, but many would put Tesla  at the top of the list. The company has innovated and revolutionised the world of electric vehicles, AI, and energy technology, sending the Tesla share price up over 17,000% since its IPO in 2010. But is there still more growth ahead, or is","content":"<html><head></head><body><p>The Tesla share price has had quite a year, more than doubling in 2023 so far. But can it return to the all-time high? Gordon Best takes a look.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ed027f319f7a5d21dfb453f2e4b8f9c\" alt=\"Image source: Tesla\" title=\"Image source: Tesla\" tg-width=\"1200\" tg-height=\"675\"/><span>Image source: Tesla</span></p><p style=\"text-align: start;\">There have been plenty of darlings of the stock market in recent years, but many would put <strong>Tesla </strong>(NASDAQ:TSLA) at the top of the list. The company has innovated and revolutionised the world of electric vehicles, AI, and energy technology, sending the Tesla share price up over 17,000% since its IPO in 2010. But is there still more growth ahead, or is the excitement coming to an end?</p><h2 id=\"h-never-a-dull-moment\" style=\"text-align: start;\">Never a dull moment</h2><p style=\"text-align: start;\">Anyone who has owned Tesla shares knows this can be a volatile stock. Multiple factors, including CEO Elon Musk’s unpredictability, can influence the share price, so the performance of the company is only one variable to consider as an investor.</p><p style=\"text-align: start;\">However, with the company being a market leader, it has tremendous potential in EVs, alongside exploiting growing demand for battery technology and renewable energy solutions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/725bb16c827242c5a7d0a5c6b2b2ff1a\" tg-width=\"1193\" tg-height=\"626\"/></p><h2 id=\"h-is-it-fairly-valued\" style=\"text-align: start;\">Is it fairly valued?</h2><p style=\"text-align: start;\">For many investors, the key issue surrounding Tesla shares is the valuation. Hype is one factor that has sent the Tesla share price far higher than fair value. The price-to-earnings (P/E) ratio of 64.4 times is far above the sector average of 49.5 times, and a discounted cash flow calculation puts fair value at $190.12, suggesting the current price is 15% too high.</p><p style=\"text-align: start;\">However, we’ve seen far higher values for these metrics in the past, and with many exciting products on the horizon, and forecast annual earnings growth of 22%, it wouldn’t be a shock for the Tesla share price to continue upwards regardless.</p><h2 id=\"h-what-could-send-it-above-300\" style=\"text-align: start;\">What could send it above $300?</h2><p style=\"text-align: start;\">So what could push the price to $300? I’ve got four catalysts in mind:</p><p style=\"text-align: start;\">First, in the coming weeks, Tesla is expected to begin deliveries of its long-awaited Cybertruck. Described as an entirely new type of vehicle, with a unique design, this could spark a huge amount of excitement.</p><p style=\"text-align: start;\">AI could be key too. Tesla has also captured a tremendous quantity of data from its self-driving rollout in the US. At the latest earnings report, the company said over 150m miles had been driven using the technology. This has greatly refined the sophistication of it’s ‘Dojo’ supercomputer.</p><p style=\"text-align: start;\">With this system having potential to inform various products, such as autonomous taxis and robotics systems in the future, the company could become a major player in software.</p><p style=\"text-align: start;\">Economic improvement is a factor as well. Some analysts think central banks are reaching the end of interest rate hiking cycles. Questions remain about a recession, but investors may soon see the light at the end of the tunnel.</p><p style=\"text-align: start;\">Finally, new products could have an impact. A key driver to a sustainable future has long been identified as an EV priced below the average cost. If this could be progressed at Tesla, investors will likely get excited by the enormous market potential.</p><h2 id=\"h-what-are-the-risks\" style=\"text-align: start;\">What are the risks?</h2><p style=\"text-align: start;\">As noted, the story is rarely simple with the Tesla share price. Fears of a recession, Elon Musk’s other business ventures, and the ever-present valuation question could easily weigh on the share price.</p><h2 id=\"h-what-s-next\" style=\"text-align: start;\">What’s next?</h2><p style=\"text-align: start;\">I always look to the numbers when it comes to a complex company like Tesla. With vehicle production growing steadily, and constant innovation, I see a bright future for it. I suspect we’ll see the Tesla share price above $300 again in 2024, but with no shortage of drama along the way.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can the Tesla Share Price Hit $300 Again?</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\">\nCan the Tesla Share Price Hit $300 Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-09 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.co.uk/2023/11/08/can-the-tesla-share-price-hit-300-again/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Tesla share price has had quite a year, more than doubling in 2023 so far. But can it return to the all-time high? Gordon Best takes a look.Image source: TeslaThere have been plenty of darlings of...</p>\n\n<a href=\"https://www.fool.co.uk/2023/11/08/can-the-tesla-share-price-hit-300-again/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.co.uk/2023/11/08/can-the-tesla-share-price-hit-300-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177689888","content_text":"The Tesla share price has had quite a year, more than doubling in 2023 so far. But can it return to the all-time high? Gordon Best takes a look.Image source: TeslaThere have been plenty of darlings of the stock market in recent years, but many would put Tesla (NASDAQ:TSLA) at the top of the list. The company has innovated and revolutionised the world of electric vehicles, AI, and energy technology, sending the Tesla share price up over 17,000% since its IPO in 2010. But is there still more growth ahead, or is the excitement coming to an end?Never a dull momentAnyone who has owned Tesla shares knows this can be a volatile stock. Multiple factors, including CEO Elon Musk’s unpredictability, can influence the share price, so the performance of the company is only one variable to consider as an investor.However, with the company being a market leader, it has tremendous potential in EVs, alongside exploiting growing demand for battery technology and renewable energy solutions.Is it fairly valued?For many investors, the key issue surrounding Tesla shares is the valuation. Hype is one factor that has sent the Tesla share price far higher than fair value. The price-to-earnings (P/E) ratio of 64.4 times is far above the sector average of 49.5 times, and a discounted cash flow calculation puts fair value at $190.12, suggesting the current price is 15% too high.However, we’ve seen far higher values for these metrics in the past, and with many exciting products on the horizon, and forecast annual earnings growth of 22%, it wouldn’t be a shock for the Tesla share price to continue upwards regardless.What could send it above $300?So what could push the price to $300? I’ve got four catalysts in mind:First, in the coming weeks, Tesla is expected to begin deliveries of its long-awaited Cybertruck. Described as an entirely new type of vehicle, with a unique design, this could spark a huge amount of excitement.AI could be key too. Tesla has also captured a tremendous quantity of data from its self-driving rollout in the US. At the latest earnings report, the company said over 150m miles had been driven using the technology. This has greatly refined the sophistication of it’s ‘Dojo’ supercomputer.With this system having potential to inform various products, such as autonomous taxis and robotics systems in the future, the company could become a major player in software.Economic improvement is a factor as well. Some analysts think central banks are reaching the end of interest rate hiking cycles. Questions remain about a recession, but investors may soon see the light at the end of the tunnel.Finally, new products could have an impact. A key driver to a sustainable future has long been identified as an EV priced below the average cost. If this could be progressed at Tesla, investors will likely get excited by the enormous market potential.What are the risks?As noted, the story is rarely simple with the Tesla share price. Fears of a recession, Elon Musk’s other business ventures, and the ever-present valuation question could easily weigh on the share price.What’s next?I always look to the numbers when it comes to a complex company like Tesla. With vehicle production growing steadily, and constant innovation, I see a bright future for it. I suspect we’ll see the Tesla share price above $300 again in 2024, but with no shortage of drama along the way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936947163,"gmtCreate":1662697229152,"gmtModify":1676537121773,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Because it had been down","listText":"Because it had been down","text":"Because it had been down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936947163","repostId":"1161915591","repostType":4,"repost":{"id":"1161915591","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1662694389,"share":"https://ttm.financial/m/news/1161915591?lang=&edition=fundamental","pubTime":"2022-09-09 11:33","market":"us","language":"en","title":"Why Alibaba, Nio And Other Stocks Are Shooting Higher In Hong Kong Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1161915591","media":"Benzinga","summary":"ZINGER KEY POINTSMajor Wall Street indices finish stronger after Fed gave clarity on policy pathChin","content":"<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Major Wall Street indices finish stronger after Fed gave clarity on policy path</li><li>China&#39;s consumer prices increased at a slower-than-expected pace in August</li><li>Fed Chair Jerome Powell said there is hope inflation can be controlled without &#39;very high social costs&#39;</li></ul><p>Hong Kong stocks opened in the green on Friday, taking cues from Wall Street where major indices gained following clarity on the U.S. <b>Federal Reserve</b>’s policy path. China’s slower-than-expected consumer price inflation rise also lifted sentiments.</p><p>The benchmark <b>Hang Seng Index</b> rose over 2% in the morning session. Shares of Alibaba, Nio and XPeng shot up over 2%.<img src=\"https://static.tigerbbs.com/931ff12c528f0be5b1278f1c6a66c530\" tg-width=\"290\" tg-height=\"325\" width=\"100%\" height=\"auto\"/>Fed Chair <b>Jerome Powell</b> said the central bank remained strongly committed to controlling inflation, adding that there was hope it can be done without the &#34;very high social costs.&#34; On Thursday, the European Central Bank hiked its rate by an unprecedented 75 basis points.</p><p><b>Macro News</b>: The Chinese city of Chengdu extended a lockdown for a majority of its over 21 million residents on Thursday to stem a COVID-19 outbreak, while millions of people from other parts of the country were told to avoid travel in upcoming Holidays, reported Reuters.</p><p>China&#39;s consumer prices increased at a slower-than-expected pace in August in the wake of heatwaves and COVID-19 flare-ups, while producer inflation eased to the lowest since February 2021, reported Reuters, citing official data. CPI rose 2.5% year on year, compared with a 2.7% growth in July.</p><p><b>Company News</b>: Lenders of Chinese developer <b>Evergrande Group</b></p><p>EGRNFhave appointed a receiver this week to seize its Hong Kong headquarters, reported Reuters, citing sources. This comes at a time when the world&#39;s most indebted developer struggles to emerge from its debt crisis.</p><p><b>Top Gainers and Losers</b>: <b>Country Garden Services Holdings Company Ltd</b>and <b>China Resources Land Ltd</b> were the top gainers on the Hang Seng, rising over 8% and 4%, respectively, in opening trade. <b>CLP Holdings Ltd</b> and <b>CK Infrastructure Holdings Ltd</b> were the only two losers among the top 30 constituents.</p><p><b>Global News</b>: U.S. futures traded in the green on Friday morning Asia session. The Dow Jones futures were up 0.21% while the Nasdaq futures gained 0.46%. The S&amp;P 500 futures rose 0.28%.</p><p>Elsewhere in Asia, Australia’s ASX 200 rose 0.44%. Japan’s Nikkei 225 was up 0.49%, while China’s Shanghai Composite index rose 0.26%. South Korea’s Kospi was up 0.33%.</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>Why Alibaba, Nio And Other Stocks Are Shooting Higher In Hong Kong Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alibaba, Nio And Other Stocks Are Shooting Higher In Hong Kong Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-09-09 11:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Major Wall Street indices finish stronger after Fed gave clarity on policy path</li><li>China&#39;s consumer prices increased at a slower-than-expected pace in August</li><li>Fed Chair Jerome Powell said there is hope inflation can be controlled without &#39;very high social costs&#39;</li></ul><p>Hong Kong stocks opened in the green on Friday, taking cues from Wall Street where major indices gained following clarity on the U.S. <b>Federal Reserve</b>’s policy path. China’s slower-than-expected consumer price inflation rise also lifted sentiments.</p><p>The benchmark <b>Hang Seng Index</b> rose over 2% in the morning session. Shares of Alibaba, Nio and XPeng shot up over 2%.<img src=\"https://static.tigerbbs.com/931ff12c528f0be5b1278f1c6a66c530\" tg-width=\"290\" tg-height=\"325\" width=\"100%\" height=\"auto\"/>Fed Chair <b>Jerome Powell</b> said the central bank remained strongly committed to controlling inflation, adding that there was hope it can be done without the &#34;very high social costs.&#34; On Thursday, the European Central Bank hiked its rate by an unprecedented 75 basis points.</p><p><b>Macro News</b>: The Chinese city of Chengdu extended a lockdown for a majority of its over 21 million residents on Thursday to stem a COVID-19 outbreak, while millions of people from other parts of the country were told to avoid travel in upcoming Holidays, reported Reuters.</p><p>China&#39;s consumer prices increased at a slower-than-expected pace in August in the wake of heatwaves and COVID-19 flare-ups, while producer inflation eased to the lowest since February 2021, reported Reuters, citing official data. CPI rose 2.5% year on year, compared with a 2.7% growth in July.</p><p><b>Company News</b>: Lenders of Chinese developer <b>Evergrande Group</b></p><p>EGRNFhave appointed a receiver this week to seize its Hong Kong headquarters, reported Reuters, citing sources. This comes at a time when the world&#39;s most indebted developer struggles to emerge from its debt crisis.</p><p><b>Top Gainers and Losers</b>: <b>Country Garden Services Holdings Company Ltd</b>and <b>China Resources Land Ltd</b> were the top gainers on the Hang Seng, rising over 8% and 4%, respectively, in opening trade. <b>CLP Holdings Ltd</b> and <b>CK Infrastructure Holdings Ltd</b> were the only two losers among the top 30 constituents.</p><p><b>Global News</b>: U.S. futures traded in the green on Friday morning Asia session. The Dow Jones futures were up 0.21% while the Nasdaq futures gained 0.46%. The S&amp;P 500 futures rose 0.28%.</p><p>Elsewhere in Asia, Australia’s ASX 200 rose 0.44%. Japan’s Nikkei 225 was up 0.49%, while China’s Shanghai Composite index rose 0.26%. South Korea’s Kospi was up 0.33%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161915591","content_text":"ZINGER KEY POINTSMajor Wall Street indices finish stronger after Fed gave clarity on policy pathChina's consumer prices increased at a slower-than-expected pace in AugustFed Chair Jerome Powell said there is hope inflation can be controlled without 'very high social costs'Hong Kong stocks opened in the green on Friday, taking cues from Wall Street where major indices gained following clarity on the U.S. Federal Reserve’s policy path. China’s slower-than-expected consumer price inflation rise also lifted sentiments.The benchmark Hang Seng Index rose over 2% in the morning session. Shares of Alibaba, Nio and XPeng shot up over 2%.Fed Chair Jerome Powell said the central bank remained strongly committed to controlling inflation, adding that there was hope it can be done without the \"very high social costs.\" On Thursday, the European Central Bank hiked its rate by an unprecedented 75 basis points.Macro News: The Chinese city of Chengdu extended a lockdown for a majority of its over 21 million residents on Thursday to stem a COVID-19 outbreak, while millions of people from other parts of the country were told to avoid travel in upcoming Holidays, reported Reuters.China's consumer prices increased at a slower-than-expected pace in August in the wake of heatwaves and COVID-19 flare-ups, while producer inflation eased to the lowest since February 2021, reported Reuters, citing official data. CPI rose 2.5% year on year, compared with a 2.7% growth in July.Company News: Lenders of Chinese developer Evergrande GroupEGRNFhave appointed a receiver this week to seize its Hong Kong headquarters, reported Reuters, citing sources. This comes at a time when the world's most indebted developer struggles to emerge from its debt crisis.Top Gainers and Losers: Country Garden Services Holdings Company Ltdand China Resources Land Ltd were the top gainers on the Hang Seng, rising over 8% and 4%, respectively, in opening trade. CLP Holdings Ltd and CK Infrastructure Holdings Ltd were the only two losers among the top 30 constituents.Global News: U.S. futures traded in the green on Friday morning Asia session. The Dow Jones futures were up 0.21% while the Nasdaq futures gained 0.46%. The S&P 500 futures rose 0.28%.Elsewhere in Asia, Australia’s ASX 200 rose 0.44%. Japan’s Nikkei 225 was up 0.49%, while China’s Shanghai Composite index rose 0.26%. South Korea’s Kospi was up 0.33%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041176205,"gmtCreate":1656030048007,"gmtModify":1676535753588,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Hope it lasts","listText":"Hope it lasts","text":"Hope it lasts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041176205","repostId":"1103591580","repostType":2,"repost":{"id":"1103591580","pubTimestamp":1656025427,"share":"https://ttm.financial/m/news/1103591580?lang=&edition=fundamental","pubTime":"2022-06-24 07:03","market":"us","language":"en","title":"Wall Street Posts Solid Gains, As Defensives, Tech Shine","url":"https://stock-news.laohu8.com/highlight/detail?id=1103591580","media":"StreetInsider","summary":"Wall Street's main indexes posted solid gains on Thursday, fueled by strong performance from defensi","content":"<html><head></head><body><p>Wall Street&#39;s main indexes posted solid gains on Thursday, fueled by strong performance from defensive and tech shares that outweighed declines for economically sensitive groups as worries persisted about a potential recession.</p><p>The benchmark S&amp;P 500 swung between positive and negative during the session, but stocks picked up steam heading into the market&#39;s close. Benchmark U.S. Treasury yields fell to two-week lows, supporting tech and other rate-sensitive growth stocks.</p><p>Trading has remained volatile in the wake of the S&amp;P 500 last week logging its biggest weekly percentage drop since March 2020. Investors are weighing how far stocks could fall after the index earlier this month fell over 20% from its January all-time high, confirming the common definition of a bear market.</p><p>“There is a tremendous amount of uncertainty about the outlook and so the market is confused,” said Walter Todd, chief investment officer at Greenwood Capital in South Carolina.</p><p>The Dow Jones Industrial Average rose 194.23 points, or 0.64%, to 30,677.36, the S&amp;P 500 gained 35.84 points, or 0.95%, to 3,795.73 and the Nasdaq Composite added 179.11 points, or 1.62%, to 11,232.19.</p><p>In his second day of testifying before Congress, U.S. central bank chief Jerome Powell said the Fed&#39;s commitment to reining in 40-year-high inflation is &#34;unconditional&#34; but also comes with the risk of higher unemployment.</p><p>U.S. business activity slowed considerably in June as high inflation and declining consumer confidence dampened demand across the board, a survey on Thursday showed.</p><p>“The Fed wants to see things start to slow and the data is starting to reflect that,” said James Ragan, director of wealth management research atD.A. Davidson.</p><p>Citigroup analysts are forecasting a near 50% probability of a global recession.</p><p>“Economic growth is slowing. Is it going to slow enough to go into a recession, that’s the big question,” Ragan said.</p><p>Defensive groups considered safer bets in rocky economic times were the top-performing S&amp;P 500 sectors. Among them, utilities gained 2.4%, healthcare rose 2.2% and real estate added 2%.</p><p>The heavyweight tech sector rose 1.4%, with Microsoft gaining 2.3% and Apple up 2.2%.</p><p>The energy sector slumped 3.8%, continuing its recent pullback after soundly outperforming the market for most of 2022. Declines in Exxon Mobil and Chevron were the biggest individual drags on the S&amp;P 500, with Exxon dropping 3% and Chevron falling 3.7%.</p><p>Other economically sensitive sectors also fell. Materials lost 1.4%, while industrials and financials dipped about 0.5% each.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.41-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and 40 new lows; the Nasdaq Composite recorded 32 new highs and 194 new lows.</p><p>About 12.4 billion shares changed hands in U.S. exchanges, compared with the 12.5 billion daily average over the last 20 sessions.</p></body></html>","source":"highlight_streetinsider","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 Posts Solid Gains, As Defensives, Tech Shine</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 Posts Solid Gains, As Defensives, Tech Shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 07:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/Market+Check/Wall+Street+posts+solid+gains%2C+as+defensives%2C+tech+shine/20245971.html><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street's main indexes posted solid gains on Thursday, fueled by strong performance from defensive and tech shares that outweighed declines for economically sensitive groups as worries persisted ...</p>\n\n<a href=\"https://www.streetinsider.com/Market+Check/Wall+Street+posts+solid+gains%2C+as+defensives%2C+tech+shine/20245971.html\">Web Link</a>\n\n</div>\n\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://www.streetinsider.com/Market+Check/Wall+Street+posts+solid+gains%2C+as+defensives%2C+tech+shine/20245971.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103591580","content_text":"Wall Street's main indexes posted solid gains on Thursday, fueled by strong performance from defensive and tech shares that outweighed declines for economically sensitive groups as worries persisted about a potential recession.The benchmark S&P 500 swung between positive and negative during the session, but stocks picked up steam heading into the market's close. Benchmark U.S. Treasury yields fell to two-week lows, supporting tech and other rate-sensitive growth stocks.Trading has remained volatile in the wake of the S&P 500 last week logging its biggest weekly percentage drop since March 2020. Investors are weighing how far stocks could fall after the index earlier this month fell over 20% from its January all-time high, confirming the common definition of a bear market.“There is a tremendous amount of uncertainty about the outlook and so the market is confused,” said Walter Todd, chief investment officer at Greenwood Capital in South Carolina.The Dow Jones Industrial Average rose 194.23 points, or 0.64%, to 30,677.36, the S&P 500 gained 35.84 points, or 0.95%, to 3,795.73 and the Nasdaq Composite added 179.11 points, or 1.62%, to 11,232.19.In his second day of testifying before Congress, U.S. central bank chief Jerome Powell said the Fed's commitment to reining in 40-year-high inflation is \"unconditional\" but also comes with the risk of higher unemployment.U.S. business activity slowed considerably in June as high inflation and declining consumer confidence dampened demand across the board, a survey on Thursday showed.“The Fed wants to see things start to slow and the data is starting to reflect that,” said James Ragan, director of wealth management research atD.A. Davidson.Citigroup analysts are forecasting a near 50% probability of a global recession.“Economic growth is slowing. Is it going to slow enough to go into a recession, that’s the big question,” Ragan said.Defensive groups considered safer bets in rocky economic times were the top-performing S&P 500 sectors. Among them, utilities gained 2.4%, healthcare rose 2.2% and real estate added 2%.The heavyweight tech sector rose 1.4%, with Microsoft gaining 2.3% and Apple up 2.2%.The energy sector slumped 3.8%, continuing its recent pullback after soundly outperforming the market for most of 2022. Declines in Exxon Mobil and Chevron were the biggest individual drags on the S&P 500, with Exxon dropping 3% and Chevron falling 3.7%.Other economically sensitive sectors also fell. Materials lost 1.4%, while industrials and financials dipped about 0.5% each.Advancing issues outnumbered declining ones on the NYSE by a 1.41-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and 40 new lows; the Nasdaq Composite recorded 32 new highs and 194 new lows.About 12.4 billion shares changed hands in U.S. exchanges, compared with the 12.5 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032056539,"gmtCreate":1647244756457,"gmtModify":1676534207172,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Not for the faint hearted&nbsp;","listText":"Not for the faint hearted&nbsp;","text":"Not for the faint hearted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032056539","repostId":"1102124745","repostType":4,"repost":{"id":"1102124745","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":1647242442,"share":"https://ttm.financial/m/news/1102124745?lang=&edition=fundamental","pubTime":"2022-03-14 15:20","market":"hk","language":"en","title":"Alibaba Shares Fell Nearly 10% in Hong Kong Market, Tencent Fell Nearly 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102124745","media":"Tiger Newspress","summary":"Alibaba shares fell nearly 10% in Hong Kong market, Tencent fell nearly 7%.","content":"<html><head></head><body><p>Alibaba shares fell nearly 10% in Hong Kong market, Tencent fell nearly 7%.</p><p><img src=\"https://static.tigerbbs.com/32d17c1f972ae53eaeeb6618759c77cd\" tg-width=\"818\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Fell Nearly 10% in Hong Kong Market, Tencent Fell Nearly 7%</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 Shares Fell Nearly 10% in Hong Kong Market, Tencent Fell Nearly 7%\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\">2022-03-14 15:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba shares fell nearly 10% in Hong Kong market, Tencent fell nearly 7%.</p><p><img src=\"https://static.tigerbbs.com/32d17c1f972ae53eaeeb6618759c77cd\" tg-width=\"818\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","09988":"阿里巴巴-W","TCEHY":"腾讯控股ADR","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102124745","content_text":"Alibaba shares fell nearly 10% in Hong Kong market, Tencent fell nearly 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007744060,"gmtCreate":1643023917781,"gmtModify":1676533765695,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"So easy? Haha","listText":"So easy? Haha","text":"So easy? Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007744060","repostId":"2205802723","repostType":4,"repost":{"id":"2205802723","pubTimestamp":1643037267,"share":"https://ttm.financial/m/news/2205802723?lang=&edition=fundamental","pubTime":"2022-01-24 23:14","market":"us","language":"en","title":"4 Stocks That Can Turn $100,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2205802723","media":"Motley Fool","summary":"With time as an investors' ally, these game-changing stocks can make people rich.","content":"<html><head></head><body><p>Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based <b>S&amp;P 500</b> to double from its bear market low. Furthermore, the widely followed index came close to tripling its long-term average annual return in 2021.</p><p>Despite this incredible outperformance, amazing deals remain. Patient investors who buy into innovative companies with clear-cut competitive advantages have a real chance to see their initial investment compound many times over.</p><p>If you have cash ready to invest and are willing to let time be your ally, the following four stocks all have the tools to turn $100,000 into $1 million by 2030.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fstack-of-one-hundred-dollar-bills-cash-money-invest-retire-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"491\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Teladoc Health</h2><p>There&#39;s no sugarcoating it: telehealth giant <b>Teladoc Health</b> (NYSE:TDOC) was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of 2021&#39;s biggest disappointments. After skyrocketing during the initial stages of the coronavirus pandemic, concerns about larger-than-expected losses tied to its Livongo Health acquisition, as well as worries about slowing growth in an eventual post-pandemic world, pushed shares more than 70% below their all-time high.</p><p>However, investors with time on their side can buy Teladoc Health now and take pride in owning a leading innovator in personalized care.</p><p>The easiest way to tell that that telemedicine is here to stay is to look at Teladoc&#39;s sales growth prior to the pandemic. In the seven years leading up to the coronavirus outbreak, the company averaged annual sales growth of 74%. That&#39;s not a year or two of simply being in the right place at the right time. Sales growth this consistent signals a sustained shift in how treatment is being administered in the U.S.</p><p>The great thing about telemedicine is that it provides benefits up and down the treatment chain. It&#39;s almost always more convenient for patients, and it can allow physicians easier access to chronically ill patients. This ease of access should result in improved patient outcomes and lower costs for health insurance companies. The latter is particularly important, as it could increase the likelihood that insurers will push for increased telehealth adoption in the years that lie ahead.</p><p>What&#39;s more, the higher costs associated with Teladoc&#39;s buyout of leading applied health signals company Livongo Health won&#39;t carry over into its 2022 financial results. This means investors can focus on what&#39;s important -- i.e., Livongo&#39;s efforts to enroll more chronic-care members in its service.</p><p>Teladoc has the solutions and innovation to be one of the fastest-growing healthcare stocks this decade.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fbusiness-meeting-tablets-laptops-graphs-charts-advertising-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>PubMatic</h2><p>A small-cap growth stock with large-cap aspirations that could realistically 10x investors&#39; money by the turn of the decade is <b>PubMatic</b> (NASDAQ:PUBM).</p><p>PubMatic operates as a cloud-based, sell-side programmatic ad platform. In simple terms, this means PubMatic&#39;s solutions handle the optimization of ad placement for its clients, the publishers selling their display space. While publishers do offer some level of input, such as the minimum price they&#39;d be willing to accept for their display space, it&#39;s PubMatic&#39;s programmatic ad platform that handles everything else.</p><p>What makes PubMatic such a no-brainer buy over the long term is the undeniable shift of advertising dollars to digital platforms. According to the company, global digital ad spend is expected to grow by an annual rate of 10% through 2024, with respective compound annual growth rates of 11%, 17%, and 11% for mobile, video, and connected TV (CTV)/over-the-top programmatic ads through mid-decade.</p><p>However, PubMatic&#39;s growth rate has consistently more than doubled industrywide estimates. In the third quarter alone, mobile and omnichannel video, which includes CTV, grew by 64% from the year-ago period. This digital omnichannel ad growth is precisely why PubMatic has reported four consecutive quarters of organic growth of at least 50%.</p><p>With the shift to digital ad spending picking up steam, PubMatic looks to be the best name to own in the programmatic ad space.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fa-key-unlocking-blockchain-digital-id-security-hacker-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Ping Identity Holdings</h2><p>Another fast-paced small-cap stock with the ability to turn $100,000 into $1 million by 2030 is cybersecurity company <b>Ping Identity</b> (NYSE:PING).</p><p>Cybersecurity is what I believe will be the safest sustainable double-digit growth trend throughout the decade. With more businesses than ever moving their data into the cloud during the pandemic, demand for third-party solutions to safeguard this information has skyrocketed. Since hackers and robots don&#39;t take a day off, the solutions provided by Ping Identity and its peers have effectively become basic-need services.</p><p>As its name implies, Ping&#39;s cloud-based and artificial intelligence-driven platform is primarily focused on identity verification. It&#39;s particularly effective when layered with on-premises solutions to assist with continuous verifications, risk assessment, and authorization (all areas where on-premises solutions may come up short).</p><p>What makes Ping Identity such an incredible deal is the company&#39;s temporary underperformance during the initial stages of the pandemic. The uncertainty of the pandemic led some of its customers to choose shorter time frames for their term-based licenses in 2020. While that was bad news for Ping&#39;s short-term revenue growth, it didn&#39;t slow the company&#39;s annual recurring revenue (ARR) growth, which has averaged in the mid-to-high teens. Since nearly all of Ping&#39;s revenue is derived from subscriptions, ARR is a much better indicator of Ping&#39;s overall health.</p><p>Ping Identity is profitable and steadily shifting clients to its high-margin software-as-a-service cybersecurity solutions over time. That&#39;s a recipe for success.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660582%2Fwoman-testing-server-data-center-network-wireless-iot-business-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Fastly</h2><p>A fourth fast-growing company that can turn $100,000 into $1 million for investors by 2030 is edge cloud computing stock <b>Fastly</b> (NYSE:FSLY). The company is perhaps best known for being a content delivery network (i.e., it expedites the delivery of content to end users while maintaining/bolstering network security).</p><p>Similar to Teladoc, Fastly was creamed after the mid-February 2021 peak in growth stocks. Wall Street has been concerned with Fastly&#39;s wider-than-expected losses tied to higher head count and increased marketing expenses. Additionally, Fastly faced a backlash in June after a brief outage on its network disrupted service for a number of popular clients.</p><p>Although an outage isn&#39;t good news, this temporary disruption is now in the rearview mirror. More importantly, the outage hasn&#39;t cost Fastly its core clients. Third-quarter operating data showed sequential increases in enterprise customer count, average enterprise customer spend, and net retention rates.</p><p>Fastly&#39;s allure also has to do with its potential role in the metaverse. The metaverse is the next iteration of the internet, designed to let users interact with 3D virtual environments. One of the biggest challenges of the metaverse will be reducing latency and eliminating any lag following decisions or movements made in virtual worlds. Fastly&#39;s network should be leaned on heavily as the metaverse takes shape in the years to come.</p><p>With an adjusted gross margin that&#39;s consistently come in between 57% and 62%, Fastly is a good bet to net patient investors a whopper of a return over the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Stocks That Can Turn $100,000 Into $1 Million by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Stocks That Can Turn $100,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based S&P 500 to double from its bear market low. Furthermore, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4167":"医疗保健技术","BK4548":"巴美列捷福持仓","BK4097":"系统软件","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4116":"互联网服务与基础架构","ARR":"ARMOUR住宅房地产公司","BK4504":"桥水持仓","PUBM":"PubMatic, Inc.","BK4110":"抵押房地产投资信托","FSLY":"Fastly, Inc.","BK4554":"元宇宙及AR概念","PING":"Ping Identity Holding","CTV":"Innovid","BK4009":"广告","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/01/23/4-stocks-can-turn-100000-into-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205802723","content_text":"Since the stock market bottomed out in March 2020, investors have enjoyed historic gains. It took less than 17 months for the broad-based S&P 500 to double from its bear market low. Furthermore, the widely followed index came close to tripling its long-term average annual return in 2021.Despite this incredible outperformance, amazing deals remain. Patient investors who buy into innovative companies with clear-cut competitive advantages have a real chance to see their initial investment compound many times over.If you have cash ready to invest and are willing to let time be your ally, the following four stocks all have the tools to turn $100,000 into $1 million by 2030.Image source: Getty Images.Teladoc HealthThere's no sugarcoating it: telehealth giant Teladoc Health (NYSE:TDOC) was one of 2021's biggest disappointments. After skyrocketing during the initial stages of the coronavirus pandemic, concerns about larger-than-expected losses tied to its Livongo Health acquisition, as well as worries about slowing growth in an eventual post-pandemic world, pushed shares more than 70% below their all-time high.However, investors with time on their side can buy Teladoc Health now and take pride in owning a leading innovator in personalized care.The easiest way to tell that that telemedicine is here to stay is to look at Teladoc's sales growth prior to the pandemic. In the seven years leading up to the coronavirus outbreak, the company averaged annual sales growth of 74%. That's not a year or two of simply being in the right place at the right time. Sales growth this consistent signals a sustained shift in how treatment is being administered in the U.S.The great thing about telemedicine is that it provides benefits up and down the treatment chain. It's almost always more convenient for patients, and it can allow physicians easier access to chronically ill patients. This ease of access should result in improved patient outcomes and lower costs for health insurance companies. The latter is particularly important, as it could increase the likelihood that insurers will push for increased telehealth adoption in the years that lie ahead.What's more, the higher costs associated with Teladoc's buyout of leading applied health signals company Livongo Health won't carry over into its 2022 financial results. This means investors can focus on what's important -- i.e., Livongo's efforts to enroll more chronic-care members in its service.Teladoc has the solutions and innovation to be one of the fastest-growing healthcare stocks this decade.Image source: Getty Images.PubMaticA small-cap growth stock with large-cap aspirations that could realistically 10x investors' money by the turn of the decade is PubMatic (NASDAQ:PUBM).PubMatic operates as a cloud-based, sell-side programmatic ad platform. In simple terms, this means PubMatic's solutions handle the optimization of ad placement for its clients, the publishers selling their display space. While publishers do offer some level of input, such as the minimum price they'd be willing to accept for their display space, it's PubMatic's programmatic ad platform that handles everything else.What makes PubMatic such a no-brainer buy over the long term is the undeniable shift of advertising dollars to digital platforms. According to the company, global digital ad spend is expected to grow by an annual rate of 10% through 2024, with respective compound annual growth rates of 11%, 17%, and 11% for mobile, video, and connected TV (CTV)/over-the-top programmatic ads through mid-decade.However, PubMatic's growth rate has consistently more than doubled industrywide estimates. In the third quarter alone, mobile and omnichannel video, which includes CTV, grew by 64% from the year-ago period. This digital omnichannel ad growth is precisely why PubMatic has reported four consecutive quarters of organic growth of at least 50%.With the shift to digital ad spending picking up steam, PubMatic looks to be the best name to own in the programmatic ad space.Image source: Getty Images.Ping Identity HoldingsAnother fast-paced small-cap stock with the ability to turn $100,000 into $1 million by 2030 is cybersecurity company Ping Identity (NYSE:PING).Cybersecurity is what I believe will be the safest sustainable double-digit growth trend throughout the decade. With more businesses than ever moving their data into the cloud during the pandemic, demand for third-party solutions to safeguard this information has skyrocketed. Since hackers and robots don't take a day off, the solutions provided by Ping Identity and its peers have effectively become basic-need services.As its name implies, Ping's cloud-based and artificial intelligence-driven platform is primarily focused on identity verification. It's particularly effective when layered with on-premises solutions to assist with continuous verifications, risk assessment, and authorization (all areas where on-premises solutions may come up short).What makes Ping Identity such an incredible deal is the company's temporary underperformance during the initial stages of the pandemic. The uncertainty of the pandemic led some of its customers to choose shorter time frames for their term-based licenses in 2020. While that was bad news for Ping's short-term revenue growth, it didn't slow the company's annual recurring revenue (ARR) growth, which has averaged in the mid-to-high teens. Since nearly all of Ping's revenue is derived from subscriptions, ARR is a much better indicator of Ping's overall health.Ping Identity is profitable and steadily shifting clients to its high-margin software-as-a-service cybersecurity solutions over time. That's a recipe for success.Image source: Getty Images.FastlyA fourth fast-growing company that can turn $100,000 into $1 million for investors by 2030 is edge cloud computing stock Fastly (NYSE:FSLY). The company is perhaps best known for being a content delivery network (i.e., it expedites the delivery of content to end users while maintaining/bolstering network security).Similar to Teladoc, Fastly was creamed after the mid-February 2021 peak in growth stocks. Wall Street has been concerned with Fastly's wider-than-expected losses tied to higher head count and increased marketing expenses. Additionally, Fastly faced a backlash in June after a brief outage on its network disrupted service for a number of popular clients.Although an outage isn't good news, this temporary disruption is now in the rearview mirror. More importantly, the outage hasn't cost Fastly its core clients. Third-quarter operating data showed sequential increases in enterprise customer count, average enterprise customer spend, and net retention rates.Fastly's allure also has to do with its potential role in the metaverse. The metaverse is the next iteration of the internet, designed to let users interact with 3D virtual environments. One of the biggest challenges of the metaverse will be reducing latency and eliminating any lag following decisions or movements made in virtual worlds. Fastly's network should be leaned on heavily as the metaverse takes shape in the years to come.With an adjusted gross margin that's consistently come in between 57% and 62%, Fastly is a good bet to net patient investors a whopper of a return over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082426780,"gmtCreate":1650593308286,"gmtModify":1676534760341,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Hope so","listText":"Hope so","text":"Hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082426780","repostId":"1169473599","repostType":4,"repost":{"id":"1169473599","pubTimestamp":1650591757,"share":"https://ttm.financial/m/news/1169473599?lang=&edition=fundamental","pubTime":"2022-04-22 09:42","market":"us","language":"en","title":"Dear Berkshire Hathaway Stock Fans, Mark Your Calendars for a Huge Catalyst on April 30","url":"https://stock-news.laohu8.com/highlight/detail?id=1169473599","media":"InvestorPlace","summary":"Calpers is in favor of replacing Berkshire Hathaway chair Warren Buffett","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> (NYSE:<b><u>BRK-A</u></b>, NYSE:<b><u>BRK-B</u></b>) is in the spotlight today as a management shakeup may be at play. Currently, shares of Berkshire Hathaway stock are up 14% year-to-date (YTD). That massively outperforms the <b>S&amp;P 500’s</b> YTD loss of more than 7%.</p><p>Recently, the California Public Employees’ Retirement System, or Calpers, stated that it was in favor of replacing Warren Buffett’s position as Chair of Berkshire Hathaway. Calpers is a significant shareholder of the company, owning a $2.3 billion stake.</p><p>This idea was originally posed by the National Legal and Policy Center (NLPC), which says the chair should be independent from management. The NLPC explained, “Having the same person hold both roles weakens corporate governance.” The NLPC has also filed similar proposals to five other companies, including <b>Home Depot</b> (NYSE:<b><u>HD</u></b>) and <b>Goldman Sachs</b> (NYSE:<b><u>GS</u></b>).</p><p>Buffett is currently both the CEO and Chairman of Berkshire Hathaway. However, Buffett alone has a 32% voting interest and a 16% equity interest in the company. As such, the proposal “likely faces long odds.”</p><p><b>Berkshire Hathaway Stock: Buffett Could Be Ousted as Chair</b></p><p>This proposal will be considered at Berkshire’s annual meeting on April 30. Meanwhile, Berkshire’s board has responded, saying it’s against the measure. The board argues Buffett should serve as Chair until retirement. When that happens, the board then plans to bring on someone not already a part of Berkshire management. Specifically, Howard Buffett — Warren Buffett’s son — is slated to become non-executive chair after his father retires. Vice Chairman Greg Abel is also expected to become CEO. As<i>Reuters</i>notes, “Shareholder proposals that Berkshire opposes are generally defeated by large or overwhelming margins.”</p><p>That’s not all, however. In addition to the new Chair proposal, Calpers has also co-sponsored another proposal asking for more information on how Berkshire manages climate risks. Pension funds in New Jersey and Quebec are in favor of the proposal. Calpers claims the “company’s existing disclosures are insufficient” and plans on withholding votes for board members Susan Decker and Meryl Whitmer in response.</p><p>This isn’t the first time that Calpers has butted heads with Warren Buffett. In 2004, it argued against the legendary investor’s election to <b>Coca-Cola’s</b> (NYSE:<b><u>KO</u></b>) board. That opposition was unsuccessful, although Buffett eventually stepped down from the board in 2006.</p><p>Right now, Berkshire Hathaway stock is down about 1% for the day.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear Berkshire Hathaway Stock Fans, Mark Your Calendars for a Huge Catalyst on April 30</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\">\nDear Berkshire Hathaway Stock Fans, Mark Your Calendars for a Huge Catalyst on April 30\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/dear-berkshire-hathaway-stock-fans-mark-your-calendars-for-a-huge-catalyst-on-april-30/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B) is in the spotlight today as a management shakeup may be at play. Currently, shares of Berkshire Hathaway stock are up 14% year-to-date (YTD). That ...</p>\n\n<a href=\"https://investorplace.com/2022/04/dear-berkshire-hathaway-stock-fans-mark-your-calendars-for-a-huge-catalyst-on-april-30/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://investorplace.com/2022/04/dear-berkshire-hathaway-stock-fans-mark-your-calendars-for-a-huge-catalyst-on-april-30/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169473599","content_text":"Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B) is in the spotlight today as a management shakeup may be at play. Currently, shares of Berkshire Hathaway stock are up 14% year-to-date (YTD). That massively outperforms the S&P 500’s YTD loss of more than 7%.Recently, the California Public Employees’ Retirement System, or Calpers, stated that it was in favor of replacing Warren Buffett’s position as Chair of Berkshire Hathaway. Calpers is a significant shareholder of the company, owning a $2.3 billion stake.This idea was originally posed by the National Legal and Policy Center (NLPC), which says the chair should be independent from management. The NLPC explained, “Having the same person hold both roles weakens corporate governance.” The NLPC has also filed similar proposals to five other companies, including Home Depot (NYSE:HD) and Goldman Sachs (NYSE:GS).Buffett is currently both the CEO and Chairman of Berkshire Hathaway. However, Buffett alone has a 32% voting interest and a 16% equity interest in the company. As such, the proposal “likely faces long odds.”Berkshire Hathaway Stock: Buffett Could Be Ousted as ChairThis proposal will be considered at Berkshire’s annual meeting on April 30. Meanwhile, Berkshire’s board has responded, saying it’s against the measure. The board argues Buffett should serve as Chair until retirement. When that happens, the board then plans to bring on someone not already a part of Berkshire management. Specifically, Howard Buffett — Warren Buffett’s son — is slated to become non-executive chair after his father retires. Vice Chairman Greg Abel is also expected to become CEO. AsReutersnotes, “Shareholder proposals that Berkshire opposes are generally defeated by large or overwhelming margins.”That’s not all, however. In addition to the new Chair proposal, Calpers has also co-sponsored another proposal asking for more information on how Berkshire manages climate risks. Pension funds in New Jersey and Quebec are in favor of the proposal. Calpers claims the “company’s existing disclosures are insufficient” and plans on withholding votes for board members Susan Decker and Meryl Whitmer in response.This isn’t the first time that Calpers has butted heads with Warren Buffett. In 2004, it argued against the legendary investor’s election to Coca-Cola’s (NYSE:KO) board. That opposition was unsuccessful, although Buffett eventually stepped down from the board in 2006.Right now, Berkshire Hathaway stock is down about 1% for the day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081700986,"gmtCreate":1650273979552,"gmtModify":1676534683979,"author":{"id":"4088558046227310","authorId":"4088558046227310","name":"BlueBear","avatar":"https://static.tigerbbs.com/a4c78e4c05c47b817a29daef055b1378","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088558046227310","authorIdStr":"4088558046227310"},"themes":[],"htmlText":"Shareholders can vote against delisting&nbsp;","listText":"Shareholders can vote against delisting&nbsp;","text":"Shareholders can vote against delisting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081700986","repostId":"1147044029","repostType":4,"repost":{"id":"1147044029","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":1650269071,"share":"https://ttm.financial/m/news/1147044029?lang=&edition=fundamental","pubTime":"2022-04-18 16:04","market":"us","language":"en","title":"DIDI Tumbled Over 22% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1147044029","media":"Tiger Newspress","summary":"DIDI tumbled over 22% in premarket trading.Didi Global Inc(DIDI.N)will hold an extraordinary general","content":"<html><head></head><body><p>DIDI tumbled over 22% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/771815157db6f89f5c5823d44e0878fa\" tg-width=\"764\" tg-height=\"568\" width=\"100%\" height=\"auto\"/></p><p>Didi Global Inc(DIDI.N)will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.</p><p>The company also said it will not apply to list its shares on any other stock exchange before the delisting of its American Depositary Shares from the New York Stock Exchange (NYSE) was complete.</p><p>It added that it will continue to explore appropriate measures that include exploring a potential listing on another internationally recognized exchange, it said.</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>DIDI Tumbled Over 22% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDIDI Tumbled Over 22% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-18 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>DIDI tumbled over 22% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/771815157db6f89f5c5823d44e0878fa\" tg-width=\"764\" tg-height=\"568\" width=\"100%\" height=\"auto\"/></p><p>Didi Global Inc(DIDI.N)will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.</p><p>The company also said it will not apply to list its shares on any other stock exchange before the delisting of its American Depositary Shares from the New York Stock Exchange (NYSE) was complete.</p><p>It added that it will continue to explore appropriate measures that include exploring a potential listing on another internationally recognized exchange, it said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147044029","content_text":"DIDI tumbled over 22% in premarket trading.Didi Global Inc(DIDI.N)will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.The company also said it will not apply to list its shares on any other stock exchange before the delisting of its American Depositary Shares from the New York Stock Exchange (NYSE) was complete.It added that it will continue to explore appropriate measures that include exploring a potential listing on another internationally recognized exchange, it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}