soosoo personal page - To The Moon

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2023-01-14

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Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023

2022-12-31

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US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008

2023-01-25

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Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration

2022-10-17

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Value Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets

2021-09-13

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Secret to Apple’s iPhone Sales Boom: Big 5G Deals From Wireless Carriers

2021-09-03

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S&P, Nasdaq edge to record closes, energy stocks buoyant

2022-12-17

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Tesla: Potential 38.6% Annualized Return

2022-09-11

Oksy

How a CEO Rescued a Big Bet on Big Oil; "There Were a Lot of Doubters"

2022-08-21

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No, There Is No New Short-Selling Champion in Tesla Stock

2022-04-05

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Don't Let This 1 Decision Sour You on Sea Limited

2022-03-20

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Stock Trading during ‘March Madness’ Is Not a Slam Dunk and the Reason May Surprise You

2021-09-22

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1 Growth Stock That Could Produce 10X Returns

2022-12-07

Oj

3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street

2022-03-11

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GLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves

2022-02-20

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3 Stocks That Could Be Worth More Than Apple by 2035

2022-01-29

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7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022

2022-01-05

Time to buy

Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?

2023-01-27

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\n \n  The Asian Mavericks (# 16) Building a Brand | Travis Tan (RZE Watches)\n \n","listText":"The Asian Mavericks (# 16) Building a Brand | Travis Tan (RZE Watches)","text":"The Asian Mavericks (# 16) Building a Brand | Travis Tan (RZE Watches)","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941619026","isVote":1,"tweetType":2,"object":{"id":"47c2c52dd918497891c0cc33b7c22736","tweetId":"9941619026","title":"The Asian Mavericks (# 16) Building a Brand | Travis Tan (RZE 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作者：羅韜 圖片來源：圖蟲創意 作爲浙江省2022年GDP排名倒數第一的地級市麗水，房價卻一直居高不下，成爲中國房價第二高的小城市。 “十年前，麗水就很多人通過借貸方式參與到了炒房，部分樓盤甚至漲到2萬/平方米。”一位浙江地產人李菲（化名）向時代財經回憶。 中商產業研究院整理的數據顯示，2022年浙江麗水市GDP總量1830.9億，位於浙江省11個地級市中倒數第一。 雖然GDP總量僅爲杭州十分之一，但是這個城市的房屋平均單價卻超過2萬/平方米。 根據中國房價行情網和安居客數據，目前中國的450個小城市中，僅有6.7%的城市房屋均價超過1萬/平方米，其中麗水的房屋平均單價達20746元/平方米，在所有小城市中位列TOP2,僅次於海南省萬寧市。 一般而言，經濟越發達地區，GDP越高，房價也越高。而浙江麗水的房價與GDP並不完全匹配。 時代財經採訪多位地產人士獲悉，麗水房價與GDP的不匹配，來自供求不平衡、返鄉置業需求大等多方面原因。 “山多地少，供求關係的不平衡，給了房價支撐。”一位浙繫上市房企前總裁告訴時代財經。 這個位於浙江省西南部的城市，是浙江省內陸地面積最大的地級市。不過，麗水地勢以中山、丘陵爲主,平整的可開發房地產用地相對匱乏。 公開資料顯示，麗水市域面積1.73萬平方公里，境內海拔1000米以上的山峯有3573座。 較少的可開發用地，讓這個城市即便在2022年的樓市淡季，依舊吸引了衆多房企來搶地。 去年10月，麗水老城區一宗住宅用地拍賣，由於區域內供地較少、庫存較低，最終溢價8.6%成交，由本地房企龍都投資競得，成交樓板價爲10087元/平方米。 除了供求關係外，返鄉置業也是拉動麗水房價的引擎之一。 以麗水下轄的青田縣爲例，這裏是著名的僑鄉，至今有超過20萬的青田華僑，主要分佈在西歐。 “青田人最喜歡去意大利和西班牙，還有一些人會去法國和其他國","listText":"本文來源：時代財經 作者：羅韜 圖片來源：圖蟲創意 作爲浙江省2022年GDP排名倒數第一的地級市麗水，房價卻一直居高不下，成爲中國房價第二高的小城市。 “十年前，麗水就很多人通過借貸方式參與到了炒房，部分樓盤甚至漲到2萬/平方米。”一位浙江地產人李菲（化名）向時代財經回憶。 中商產業研究院整理的數據顯示，2022年浙江麗水市GDP總量1830.9億，位於浙江省11個地級市中倒數第一。 雖然GDP總量僅爲杭州十分之一，但是這個城市的房屋平均單價卻超過2萬/平方米。 根據中國房價行情網和安居客數據，目前中國的450個小城市中，僅有6.7%的城市房屋均價超過1萬/平方米，其中麗水的房屋平均單價達20746元/平方米，在所有小城市中位列TOP2,僅次於海南省萬寧市。 一般而言，經濟越發達地區，GDP越高，房價也越高。而浙江麗水的房價與GDP並不完全匹配。 時代財經採訪多位地產人士獲悉，麗水房價與GDP的不匹配，來自供求不平衡、返鄉置業需求大等多方面原因。 “山多地少，供求關係的不平衡，給了房價支撐。”一位浙繫上市房企前總裁告訴時代財經。 這個位於浙江省西南部的城市，是浙江省內陸地面積最大的地級市。不過，麗水地勢以中山、丘陵爲主,平整的可開發房地產用地相對匱乏。 公開資料顯示，麗水市域面積1.73萬平方公里，境內海拔1000米以上的山峯有3573座。 較少的可開發用地，讓這個城市即便在2022年的樓市淡季，依舊吸引了衆多房企來搶地。 去年10月，麗水老城區一宗住宅用地拍賣，由於區域內供地較少、庫存較低，最終溢價8.6%成交，由本地房企龍都投資競得，成交樓板價爲10087元/平方米。 除了供求關係外，返鄉置業也是拉動麗水房價的引擎之一。 以麗水下轄的青田縣爲例，這裏是著名的僑鄉，至今有超過20萬的青田華僑，主要分佈在西歐。 “青田人最喜歡去意大利和西班牙，還有一些人會去法國和其他國","text":"本文來源：時代財經 作者：羅韜 圖片來源：圖蟲創意 作爲浙江省2022年GDP排名倒數第一的地級市麗水，房價卻一直居高不下，成爲中國房價第二高的小城市。 “十年前，麗水就很多人通過借貸方式參與到了炒房，部分樓盤甚至漲到2萬/平方米。”一位浙江地產人李菲（化名）向時代財經回憶。 中商產業研究院整理的數據顯示，2022年浙江麗水市GDP總量1830.9億，位於浙江省11個地級市中倒數第一。 雖然GDP總量僅爲杭州十分之一，但是這個城市的房屋平均單價卻超過2萬/平方米。 根據中國房價行情網和安居客數據，目前中國的450個小城市中，僅有6.7%的城市房屋均價超過1萬/平方米，其中麗水的房屋平均單價達20746元/平方米，在所有小城市中位列TOP2,僅次於海南省萬寧市。 一般而言，經濟越發達地區，GDP越高，房價也越高。而浙江麗水的房價與GDP並不完全匹配。 時代財經採訪多位地產人士獲悉，麗水房價與GDP的不匹配，來自供求不平衡、返鄉置業需求大等多方面原因。 “山多地少，供求關係的不平衡，給了房價支撐。”一位浙繫上市房企前總裁告訴時代財經。 這個位於浙江省西南部的城市，是浙江省內陸地面積最大的地級市。不過，麗水地勢以中山、丘陵爲主,平整的可開發房地產用地相對匱乏。 公開資料顯示，麗水市域面積1.73萬平方公里，境內海拔1000米以上的山峯有3573座。 較少的可開發用地，讓這個城市即便在2022年的樓市淡季，依舊吸引了衆多房企來搶地。 去年10月，麗水老城區一宗住宅用地拍賣，由於區域內供地較少、庫存較低，最終溢價8.6%成交，由本地房企龍都投資競得，成交樓板價爲10087元/平方米。 除了供求關係外，返鄉置業也是拉動麗水房價的引擎之一。 以麗水下轄的青田縣爲例，這裏是著名的僑鄉，至今有超過20萬的青田華僑，主要分佈在西歐。 “青田人最喜歡去意大利和西班牙，還有一些人會去法國和其他國","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627905434","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957658569,"gmtCreate":1677233378751,"gmtModify":1677233382517,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"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/9957658569","repostId":"624860757","repostType":1,"repost":{"id":624860757,"gmtCreate":1677232047880,"gmtModify":1677232124640,"author":{"id":"4108082274060810","authorId":"4108082274060810","name":"岩松课堂","avatar":"https://static.tigerbbs.com/3218e3d43232d0e241488e69f1771240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108082274060810","authorIdStr":"4108082274060810"},"themes":[],"title":"這個板塊大漲，關注兩條主線","htmlText":"歡迎來到巖鬆課堂，我是劉巖鬆！今天A股又是一個全面下跌，近3100只個股下跌。俗話說“一鼓作氣，再而衰，三而竭”，今天的下跌就宣告第三次上衝3300點失敗。而且今天的成交僅7258億，比昨天縮小了800億。成交量相當於市場的溫度計，反映的是市場溫度在不斷下降，短期內要恢復可就不容易了。不過也不用擔心啊，我們換一個角度思考，在中長期復甦的大背景下，短期的下跌不就恰恰爲價值投資者們提供了更好的機會嗎。板塊上，今天上漲板塊集中在算力、軍工產業鏈相關板塊；而其他大部分板塊都在調整，包括券商、汽車、食品飲料、有色、地產、銀行等板塊都在走弱。昨天大漲的毫米波雷達概念今天也在回落，板塊的持續性不好，等你看到了再去追就非常容易被套裏面，風險非常大。相反，提前尋找低位的潛力板塊做好潛伏效果會更好。新算力時代今天算力是表現比較好的板塊，細分的共封裝光學概念大漲了3%，東數西算概念上漲了1.88%。劍橋科技、證通電子、拓維信息等漲停，中科曙光、美利雲盤中觸及漲停。消息面上，2月24日上午，東數西算一體化算力服務平臺在寧夏銀川發佈，正式上線運營。而在昨天，另一個全國一體化算力網絡之一的甘肅樞紐節點慶陽數據中心集羣已經啓動建設，作爲東數西算八大國家算力樞紐節點之一，將安裝60萬臺標準機櫃。除了政策刺激外，算力板塊的上漲還是和ChatGPT有關。說到底ChatGPT並非技術的顛覆式創新，它本質上只是支撐這套人工智能技術訓練語言模型的底層技術正變得越來越成熟。我們知道，人工智能三大要素主要包括：數據、算法以及算力。數據是AI算法的“飼料”，只有經過大量的訓練，覆蓋儘可能多的各種場景才能得到一個良好的模型。算法是AI的背後“推手”，算力是基礎設施。2018年推出的最初的g p t模型只有一點一七億個參數，現在最新版本的g p t模型有一千七百五十億個參數，短短几年時間，參數規模幾乎大了一千五百倍。簡單來說","listText":"歡迎來到巖鬆課堂，我是劉巖鬆！今天A股又是一個全面下跌，近3100只個股下跌。俗話說“一鼓作氣，再而衰，三而竭”，今天的下跌就宣告第三次上衝3300點失敗。而且今天的成交僅7258億，比昨天縮小了800億。成交量相當於市場的溫度計，反映的是市場溫度在不斷下降，短期內要恢復可就不容易了。不過也不用擔心啊，我們換一個角度思考，在中長期復甦的大背景下，短期的下跌不就恰恰爲價值投資者們提供了更好的機會嗎。板塊上，今天上漲板塊集中在算力、軍工產業鏈相關板塊；而其他大部分板塊都在調整，包括券商、汽車、食品飲料、有色、地產、銀行等板塊都在走弱。昨天大漲的毫米波雷達概念今天也在回落，板塊的持續性不好，等你看到了再去追就非常容易被套裏面，風險非常大。相反，提前尋找低位的潛力板塊做好潛伏效果會更好。新算力時代今天算力是表現比較好的板塊，細分的共封裝光學概念大漲了3%，東數西算概念上漲了1.88%。劍橋科技、證通電子、拓維信息等漲停，中科曙光、美利雲盤中觸及漲停。消息面上，2月24日上午，東數西算一體化算力服務平臺在寧夏銀川發佈，正式上線運營。而在昨天，另一個全國一體化算力網絡之一的甘肅樞紐節點慶陽數據中心集羣已經啓動建設，作爲東數西算八大國家算力樞紐節點之一，將安裝60萬臺標準機櫃。除了政策刺激外，算力板塊的上漲還是和ChatGPT有關。說到底ChatGPT並非技術的顛覆式創新，它本質上只是支撐這套人工智能技術訓練語言模型的底層技術正變得越來越成熟。我們知道，人工智能三大要素主要包括：數據、算法以及算力。數據是AI算法的“飼料”，只有經過大量的訓練，覆蓋儘可能多的各種場景才能得到一個良好的模型。算法是AI的背後“推手”，算力是基礎設施。2018年推出的最初的g p t模型只有一點一七億個參數，現在最新版本的g p t模型有一千七百五十億個參數，短短几年時間，參數規模幾乎大了一千五百倍。簡單來說","text":"歡迎來到巖鬆課堂，我是劉巖鬆！今天A股又是一個全面下跌，近3100只個股下跌。俗話說“一鼓作氣，再而衰，三而竭”，今天的下跌就宣告第三次上衝3300點失敗。而且今天的成交僅7258億，比昨天縮小了800億。成交量相當於市場的溫度計，反映的是市場溫度在不斷下降，短期內要恢復可就不容易了。不過也不用擔心啊，我們換一個角度思考，在中長期復甦的大背景下，短期的下跌不就恰恰爲價值投資者們提供了更好的機會嗎。板塊上，今天上漲板塊集中在算力、軍工產業鏈相關板塊；而其他大部分板塊都在調整，包括券商、汽車、食品飲料、有色、地產、銀行等板塊都在走弱。昨天大漲的毫米波雷達概念今天也在回落，板塊的持續性不好，等你看到了再去追就非常容易被套裏面，風險非常大。相反，提前尋找低位的潛力板塊做好潛伏效果會更好。新算力時代今天算力是表現比較好的板塊，細分的共封裝光學概念大漲了3%，東數西算概念上漲了1.88%。劍橋科技、證通電子、拓維信息等漲停，中科曙光、美利雲盤中觸及漲停。消息面上，2月24日上午，東數西算一體化算力服務平臺在寧夏銀川發佈，正式上線運營。而在昨天，另一個全國一體化算力網絡之一的甘肅樞紐節點慶陽數據中心集羣已經啓動建設，作爲東數西算八大國家算力樞紐節點之一，將安裝60萬臺標準機櫃。除了政策刺激外，算力板塊的上漲還是和ChatGPT有關。說到底ChatGPT並非技術的顛覆式創新，它本質上只是支撐這套人工智能技術訓練語言模型的底層技術正變得越來越成熟。我們知道，人工智能三大要素主要包括：數據、算法以及算力。數據是AI算法的“飼料”，只有經過大量的訓練，覆蓋儘可能多的各種場景才能得到一個良好的模型。算法是AI的背後“推手”，算力是基礎設施。2018年推出的最初的g p t模型只有一點一七億個參數，現在最新版本的g p t模型有一千七百五十億個參數，短短几年時間，參數規模幾乎大了一千五百倍。簡單來說","images":[{"img":"https://static.tigerbbs.com/ac12da5665a058f7adcf6cc22f20113e","width":"940","height":"400"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624860757","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957658264,"gmtCreate":1677233335158,"gmtModify":1677233337741,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"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/9957658264","repostId":"624863024","repostType":1,"repost":{"id":624863024,"gmtCreate":1677232285070,"gmtModify":1677232584716,"author":{"id":"3436869066316268","authorId":"3436869066316268","name":"张菲特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3436869066316268","authorIdStr":"3436869066316268"},"themes":[],"title":"一個操盤手的成長曆程（2024-2-24）","htmlText":"一、【今日盈虧】今天大盤3267，-20虧-4927-13023-60=-18010今天我還是小韭菜，求紅包安慰2023年元旦（期初）575萬追加（入金）：100萬分紅（出金）：-10萬今天收盤：3214996+2690618+1006062=6911676（691萬）2023年操盤：+26萬（盈利）二、【盤中操作】（1）實時分享：Windy賬戶在350元，買入100股“騰訊控股”（2）實時分享：Windy賬戶在348.6元，再買100股“騰訊控股”（3）實時分享：Windy賬戶在12元，買入2000股“小米集團”15:59分，最後一分鐘，趕上末班車====================免責聲明：本信息僅做羣內交流，不做薦股用途，跟隨操作風險自擔，盈虧自負，與本人無關本人不薦股，不診股，不分紅，選股靠蒙，請勿跟隨，盈虧自負三、【今日排名】今天綠油油，一片大草原我是楊六郎，靜靜仍墊底空倉的開心奪冠好幾天了奪冠的靜靜也墊底好幾天四、【今日總結】1.今天在平臺裏面繼續主動點評，一下子結識了不少股友，收穫滿滿；同時招蜂引蝶，無數家在雲南人在香港的美女主動加我，照片一個比一個漂亮，殺豬盤，好怕怕；2.鼻子氣歪了，今天帶着700萬資金和8年收益率138%的業績和策略，找20多年的好兄弟俊哥探討合作“陽光私募基金”的可能性，結果被鄙視了。秀才做事，十年不成。","listText":"一、【今日盈虧】今天大盤3267，-20虧-4927-13023-60=-18010今天我還是小韭菜，求紅包安慰2023年元旦（期初）575萬追加（入金）：100萬分紅（出金）：-10萬今天收盤：3214996+2690618+1006062=6911676（691萬）2023年操盤：+26萬（盈利）二、【盤中操作】（1）實時分享：Windy賬戶在350元，買入100股“騰訊控股”（2）實時分享：Windy賬戶在348.6元，再買100股“騰訊控股”（3）實時分享：Windy賬戶在12元，買入2000股“小米集團”15:59分，最後一分鐘，趕上末班車====================免責聲明：本信息僅做羣內交流，不做薦股用途，跟隨操作風險自擔，盈虧自負，與本人無關本人不薦股，不診股，不分紅，選股靠蒙，請勿跟隨，盈虧自負三、【今日排名】今天綠油油，一片大草原我是楊六郎，靜靜仍墊底空倉的開心奪冠好幾天了奪冠的靜靜也墊底好幾天四、【今日總結】1.今天在平臺裏面繼續主動點評，一下子結識了不少股友，收穫滿滿；同時招蜂引蝶，無數家在雲南人在香港的美女主動加我，照片一個比一個漂亮，殺豬盤，好怕怕；2.鼻子氣歪了，今天帶着700萬資金和8年收益率138%的業績和策略，找20多年的好兄弟俊哥探討合作“陽光私募基金”的可能性，結果被鄙視了。秀才做事，十年不成。","text":"一、【今日盈虧】今天大盤3267，-20虧-4927-13023-60=-18010今天我還是小韭菜，求紅包安慰2023年元旦（期初）575萬追加（入金）：100萬分紅（出金）：-10萬今天收盤：3214996+2690618+1006062=6911676（691萬）2023年操盤：+26萬（盈利）二、【盤中操作】（1）實時分享：Windy賬戶在350元，買入100股“騰訊控股”（2）實時分享：Windy賬戶在348.6元，再買100股“騰訊控股”（3）實時分享：Windy賬戶在12元，買入2000股“小米集團”15:59分，最後一分鐘，趕上末班車====================免責聲明：本信息僅做羣內交流，不做薦股用途，跟隨操作風險自擔，盈虧自負，與本人無關本人不薦股，不診股，不分紅，選股靠蒙，請勿跟隨，盈虧自負三、【今日排名】今天綠油油，一片大草原我是楊六郎，靜靜仍墊底空倉的開心奪冠好幾天了奪冠的靜靜也墊底好幾天四、【今日總結】1.今天在平臺裏面繼續主動點評，一下子結識了不少股友，收穫滿滿；同時招蜂引蝶，無數家在雲南人在香港的美女主動加我，照片一個比一個漂亮，殺豬盤，好怕怕；2.鼻子氣歪了，今天帶着700萬資金和8年收益率138%的業績和策略，找20多年的好兄弟俊哥探討合作“陽光私募基金”的可能性，結果被鄙視了。秀才做事，十年不成。","images":[{"img":"https://static.tigerbbs.com/82d48a6695708a31fa6b3d52a47bdf55","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/b6ecaf9ebeec1ca079184539178a8dd9","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/76cebfe01e9a552d49c8b6670692cfad","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624863024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955674525,"gmtCreate":1675421928967,"gmtModify":1676539001688,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"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/9955674525","repostId":"622691656","repostType":1,"repost":{"id":622691656,"gmtCreate":1675416900000,"gmtModify":1676539001584,"author":{"id":"9000000000000081","authorId":"9000000000000081","name":"FT中文网","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000081","authorIdStr":"9000000000000081"},"themes":[],"title":"新冠會影響2024年的新生兒數量嗎？","htmlText":"2020年到2022年這三年中，生育意願受到了不少影響，但相比2023年面臨的風險，可能就不算什麼了。文丨FT中文網專欄作家 劉遠舉近日，國家衛生健康委醫療應急司司長郭燕紅表示，各省已經度過了三個高峯，即發熱門診高峯、急診高峯和重症患者高峯都已經度過。全國發熱門診就診人數在2022年12月23日達到峯值，之後持續下降，到1月17日較峯值下降了94%，已經回落到12月7日前的水平。全國急診就診人數在2023年1月2日達到峯值，之後持續下降，1月17日較峯值下降了44%。全國在院的陽性重症患者人數是在1月5日達到峯值，之後持續下降，1月17日較峯值數量下降了44.3%。隨着新冠感染疫情的結束，醫院不再擁擠，大多數人都感染過了，羣體免疫已經形成，新的醫療需求就會出現，比如說備孕、懷孕、生孩子。那麼，新冠會影響人們的生育行爲嗎？很多經濟學家都曾預期，新冠會導致美國出生人口跳水30萬-50萬人。2022年5月底，美國CDC下屬全國衛生統計中心（NCHS）週二給出了新冠疫情對人口出生最新的影響的數據，結果出人意料。2021年美國總共出生了365.92萬個新生兒，較2020年同比上升1%。雖然漲幅僅一個點，對應幾萬人，但這是自2014年以來首次出現新生兒人數反彈。考慮到備孕長短不同，往前推10個月到一年多，這意味着很多美國人在2020年第一輪疫情剛結束，整個國家還處於極度不確定性，甚至瀰漫着慘淡氛圍時，就準備要孩子了。2020年的美國總體生育率只有1.64，仍然是20世紀三十年代開始統計這項數據的歷史新低，所以2021年輕微反彈到1.66，是一個短期現象，是人們對疫情的反應。美國人並不太看重新冠對胎兒的影響，這種行爲可以說是合理的。瑞士一個研究團隊，在頂級雜誌《美國醫學雜誌》上發表病例報告，一個28歲的孕婦懷孕五個月後，感染新冠病毒，出現了妊娠的終止、流產，生下來死亡的胎兒。醫生對這個胎","listText":"2020年到2022年這三年中，生育意願受到了不少影響，但相比2023年面臨的風險，可能就不算什麼了。文丨FT中文網專欄作家 劉遠舉近日，國家衛生健康委醫療應急司司長郭燕紅表示，各省已經度過了三個高峯，即發熱門診高峯、急診高峯和重症患者高峯都已經度過。全國發熱門診就診人數在2022年12月23日達到峯值，之後持續下降，到1月17日較峯值下降了94%，已經回落到12月7日前的水平。全國急診就診人數在2023年1月2日達到峯值，之後持續下降，1月17日較峯值下降了44%。全國在院的陽性重症患者人數是在1月5日達到峯值，之後持續下降，1月17日較峯值數量下降了44.3%。隨着新冠感染疫情的結束，醫院不再擁擠，大多數人都感染過了，羣體免疫已經形成，新的醫療需求就會出現，比如說備孕、懷孕、生孩子。那麼，新冠會影響人們的生育行爲嗎？很多經濟學家都曾預期，新冠會導致美國出生人口跳水30萬-50萬人。2022年5月底，美國CDC下屬全國衛生統計中心（NCHS）週二給出了新冠疫情對人口出生最新的影響的數據，結果出人意料。2021年美國總共出生了365.92萬個新生兒，較2020年同比上升1%。雖然漲幅僅一個點，對應幾萬人，但這是自2014年以來首次出現新生兒人數反彈。考慮到備孕長短不同，往前推10個月到一年多，這意味着很多美國人在2020年第一輪疫情剛結束，整個國家還處於極度不確定性，甚至瀰漫着慘淡氛圍時，就準備要孩子了。2020年的美國總體生育率只有1.64，仍然是20世紀三十年代開始統計這項數據的歷史新低，所以2021年輕微反彈到1.66，是一個短期現象，是人們對疫情的反應。美國人並不太看重新冠對胎兒的影響，這種行爲可以說是合理的。瑞士一個研究團隊，在頂級雜誌《美國醫學雜誌》上發表病例報告，一個28歲的孕婦懷孕五個月後，感染新冠病毒，出現了妊娠的終止、流產，生下來死亡的胎兒。醫生對這個胎","text":"2020年到2022年這三年中，生育意願受到了不少影響，但相比2023年面臨的風險，可能就不算什麼了。文丨FT中文網專欄作家 劉遠舉近日，國家衛生健康委醫療應急司司長郭燕紅表示，各省已經度過了三個高峯，即發熱門診高峯、急診高峯和重症患者高峯都已經度過。全國發熱門診就診人數在2022年12月23日達到峯值，之後持續下降，到1月17日較峯值下降了94%，已經回落到12月7日前的水平。全國急診就診人數在2023年1月2日達到峯值，之後持續下降，1月17日較峯值下降了44%。全國在院的陽性重症患者人數是在1月5日達到峯值，之後持續下降，1月17日較峯值數量下降了44.3%。隨着新冠感染疫情的結束，醫院不再擁擠，大多數人都感染過了，羣體免疫已經形成，新的醫療需求就會出現，比如說備孕、懷孕、生孩子。那麼，新冠會影響人們的生育行爲嗎？很多經濟學家都曾預期，新冠會導致美國出生人口跳水30萬-50萬人。2022年5月底，美國CDC下屬全國衛生統計中心（NCHS）週二給出了新冠疫情對人口出生最新的影響的數據，結果出人意料。2021年美國總共出生了365.92萬個新生兒，較2020年同比上升1%。雖然漲幅僅一個點，對應幾萬人，但這是自2014年以來首次出現新生兒人數反彈。考慮到備孕長短不同，往前推10個月到一年多，這意味着很多美國人在2020年第一輪疫情剛結束，整個國家還處於極度不確定性，甚至瀰漫着慘淡氛圍時，就準備要孩子了。2020年的美國總體生育率只有1.64，仍然是20世紀三十年代開始統計這項數據的歷史新低，所以2021年輕微反彈到1.66，是一個短期現象，是人們對疫情的反應。美國人並不太看重新冠對胎兒的影響，這種行爲可以說是合理的。瑞士一個研究團隊，在頂級雜誌《美國醫學雜誌》上發表病例報告，一個28歲的孕婦懷孕五個月後，感染新冠病毒，出現了妊娠的終止、流產，生下來死亡的胎兒。醫生對這個胎","images":[{"img":"https://static.tigerbbs.com/b489828346714bebb9149b55935d1b88","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622691656","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955099105,"gmtCreate":1675054245307,"gmtModify":1676538972375,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"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/9955099105","repostId":"1113358282","repostType":4,"repost":{"id":"1113358282","kind":"news","pubTimestamp":1674962399,"share":"https://ttm.financial/m/news/1113358282?lang=&edition=fundamental","pubTime":"2023-01-29 11:19","market":"us","language":"en","title":"Tesla's Future As A Super Conglomerate?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113358282","media":"Seeking Alpha","summary":"SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we ","content":"<html><head></head><body><h2>Summary</h2><ul><li>When based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.</li><li>Expect Tesla earnings surprises in the way of deliveries, as larger-scale producers with more expertise are positioned to take market share away from up-starts.</li><li>We project revenue of $222 billion, and derive our price forecast based on a combination adjusted EBITDA/earnings multiples.</li><li>Elon Musk might combine his businesses into a superstructure entity like Google, which  could be valued at $10 Trillion + by 2033.</li><li>Absent substantial M&amp;A activity, Tesla doesn&#39;t achieve a valuation that&#39;s in excess of Apple and Saudi Aramco.</li></ul><p><img src=\"https://static.tigerbbs.com/2f6e8b754fbdaeffb25dc19af1c7b455\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Tesla, Inc. (NASDAQ:TSLA) had what many would consider a very strong quarter in quite a while, as TSLA inQ4 2022beat on revenue and earnings without as much ludicrous commentary as usual from Elon Muskon the earnings call. Investors responded favorably, adding +25% to the stock price over the past five trading sessions. We value the business at $195/share and expect upside on new announcements and ongoing execution absent any material shortages for supplies in the supply chain. TSLA&#39;s solid performance in the afterhours session continued into Thursday’s trading session for an additional +10% gain, bringing the BEV (battery electric vehicle) maker&#39;s market cap to $500 billion.</p><p>We value TSLA stock using a mix of adjusted EBITDA and P/E multiples on FY &#39;25 revenue of $222 billion, and anticipate an additional 20% upside, maybe more depending on hype/optimism tied to productroadmap and deliveries. Tesla reported Q4 ‘22 revenue of $24.32 billion versus consensus $24.16 billion, and adjusted dil. EPS of $1.19 versus $1.13, beating estimates by 5.3%.</p><p>We noted a drop in profitability, which was driven by lower ASPs, but the announcement of some higher margin categories like the Tesla Cybertruck and Tesla Semi Truck makes us extremely optimistic that the net profit margin erosion won’t be as severe, even with volume car production on Model 3/Y putting pressure on average selling prices.</p><p>We also liked that Elon Musk referenced the Cybertruck on theQ4 2022 earnings call:</p><blockquote>“Yes, Cybertruck will have Hardware 4. And to be clear, for 2023, Cybertruck will not be a significant contributor to the bottom line but it will be into next year.”</blockquote><p>So, Cybertruck is on track, and Rivian Automotive, Inc. (RIVN) finally has to meet its electric competitor in 2023.</p><h2>Investment thesis summary</h2><p>We anticipate that there’s a compelling case for why Tesla could deliver 1.8 million to 2 million cars in 2023. Tesla is not as supply constrained, and production is starting to normalize reducing the shortages experienced at the onset of the pandemic. TSLA’s gaining share on pricing and new customer adoption, with market penetration at a low enough base to suggest a material vehicle opportunity, which is reflected in our analysis.</p><p>Figure 1. Vehicle production capacity<img src=\"https://static.tigerbbs.com/3aa2a58f569deda95f2eb98c38a2df94\" tg-width=\"598\" tg-height=\"626\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla(Tesla)</p><p>Elon Musk expects 1.8 million car deliveries, but with ramp-up of various facilities, and some announced production/volume gains within existing production sites, there’s a bias towards 200k volume beat, which we embed in our model to help capture any delivery surprises on heightened demand due to gas price sensitivity and electric vehicle credits.</p><p>We anticipate production surprises going forward, and production ramp-up to scale to levels of conventional automakers using purely BEV technologies. Value-added components like autonomous driving keeping the ASPs higher even at larger volumes by 2025.</p><p>We anticipate that our profit forecast becomes conservative, as TSLA doesn’t have many of the legacy costs of other vehicle OEMs tied to pensions, and has a more established/efficient production line in the BEV space to sustain better profitability. We also anticipate Tesla to make a leap on profitability when battery technologies improve and the cost of battery cells reduces the bill of materials even further.</p><p>Figure 2. Summary of financial model<img src=\"https://static.tigerbbs.com/b556d67740fae163d6761f496ae7502b\" tg-width=\"777\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Analysis by Trade Theory(Trade Theory)</p><p>We recommend TSLA and provide a $195 Price Target, implying 22% upside from current levels. While we don’t enjoy the CEOs character or attitude in public or his comments on Twitter, we cannot deny that the business is positioned for substantial growth, as we value TSLA using a blend of historical growth based multiples, tech EV/EBITDA multiples, and average the value on FY’ 25 estimated adjusted dil. EPS of $9.30. We then discount our assumption by 9.5% or firm’s WACC (weighted average cost of capital) to then arrive at a $195 price target.</p><p>We expect the company to grow sales to $222 billion on 4.5 million vehicle deliveries at an average selling price of $49 thousand dollars, which translates to a business that will be valued at $1.2 trillion by 2025. Absent any material changes to the business like the merger and combination of various businesses… there’s realistically no path to achieving a $4-$5 trillion valuation over the next 3-5 years.</p><h2>What is Elon Musk trying to communicate?</h2><p>We find ourselves stumped right now; how does Elon Musk anticipate that he’s going to eclipse two of the biggest companies on earth and ignore his closest competitors, all whilegetting questionedin court within the same week, regarding the separate incident of his tweet announcing taking the company private at $420 per share with the help of the Saudi fund (a deal which later got revealed to be preliminary rather than “secured”). Twitter users polled would much rather have a different owner than Elon Musk.</p><p>It’s almost comical at this point, because it’s almost as bad as watching an entire nation of fans sour on a sports team owner and request a change in ownership, except there’s hardly anyone on planet earth that could afford to buy such a large tech company, let alone pry it from the second-richest person on earth after he pried it away from Jack Dorsey. The bird stays in Elon’s portfolio, and we expect the portfolio to come together in some sort of death star construction.</p><h2>We think Elon Musk is absolutely serious about eclipsing both companies in value</h2><p>Now some might have skipped this part of an earlier earnings call, laughed, or something. But, Elon Musk envisions the companybecoming bigger than Appleand Saudi Aramco combined on a market capitalization basis in the future. He literally said that on Q3 ‘22 earnings, and then he never mentioned anything about it again on the Q4 ‘22 earnings call.</p><p>After the shakedown in the courthouse, we’re not surprised that he’s not making such wild statements on the Q4 ‘22 earnings call. And as a consequence, the stock does better as a result by rallying +5% in the after hour session following Wednesday’s earnings announcement at close.</p><p>If we combine Apple Inc. (AAPL) at $2.25 trillion, and Saudi Aramco at $1.94 trillion, it would combine to a $4.19 trillion market cap. At present, Tesla’s market capitalization is $500 billion, which implies that his sales pitch this year is quite simple: the company will increase in value from $500 billion to $4.2 trillion in total market capitalization.</p><p>On his path to $4.2 trillion, Musk’s gone on to denounce every competitor by failing to even acknowledge that a distant number two even exists. We think the distant number 2 automaker is Lucid Group, Inc. (LCID), but then again, maybe Elon’s right, and we’re wrong, who knows?</p><p>What Elon Musk has said for the past two quarters makes uschuckle a little:</p><blockquote>George Gianarikas from Canaccord Genuity asks Elon Musk, I&#39;m curious how you see the current competitive landscape changing over the next few years. And who do you see as your chief competitors five years from now?”</blockquote><blockquote>Elon Musk responds, “Five years is a long time. As with the Tesla order part, AI team, until late last night and just we&#39;re just asking guys like, so who do we think is close to Tesla with -- a general solution for self-driving? And we still don&#39;t even know who would even be a distant second. So, yes, it really seems like we&#39;re -- I mean, right now, I don&#39;t think you could see a second place with a telescope, at least we can&#39;t. So, that wouldn&#39;t last forever. So, in five years, I don&#39;t know, probably somebody has figured it out. I don&#39;t think it&#39;s any of the car companies that we&#39;re aware of. But I&#39;m just guessing that someone might be right out eventually, so yes.”</blockquote><p>So, Apple shareholders, and Tim Cook, have to somehow acknowledge that Elon Musk and Tesla Inc. is going to eclipse them in value, but Elon Musk can’t point to anyone else catching up to Tesla Inc. and his path to global dominance? The CEO is unwilling to admit outright what an analyst is suggesting indirectly as a means of reaching such a crazy goal.</p><p>Elon Musk and George Glanarikas from last quarter,Q3 ‘22 earnings call, from Seeking Alpha transcripts:</p><blockquote>George Gianarikas from Canaccord Genuity, “And just as a follow-up, this is for Elon. With your pending acquisition of Twitter and your stakes in SpaceX and Neuralink and Tesla, how much would the combined companies benefit from operating under a single super structure, if at all, like a Google Alphabet?”</blockquote><blockquote>To which Elon Musk eagerly tries to deny the possibility of the mega merger, “It’s not clear to me what the overlap is. It’s not zero, but it’s -- I think we’re reaching. I’m not worried about it. I’m not an investor. I’m an engineer, a manufacturing person and a technologist. So, I actually work and design and develop products. That’s what I do. So, it’s not a -- we’re not going to have a portfolio sort of investments over it. So, I don’t know. I don’t see obvious sort of some -- get combined under an umbrella, at least right now.”</blockquote><p>Now, keep in mind, both AAPL and Aramco are likely to grow in value at the average S&amp;P 500 Index (SP500) growth rate at minimum, so not only does Tesla have to overshoot the $4.2 Trillion number, but also account for the growth rate of both companies. So, if $4.2 trillion has a return rate of 12% for the 10-year period, Tesla Motors would need to reach a valuation of $13 Trillion assuming those two companies continue to grow in-line with the S&amp;P 500 average.</p><h2>How does Tesla Inc. reach $13 Trillion in value over the next 10 years?</h2><p>Elon Musk could assemble his entire portfolio of businesses that he’s built or advised on to become a super conglomerate. If Tesla were to combine all the entities it would mirror the Death Star construction from<i>Star Wars Episode 6,</i>with a rebel faction of DOJ regulators, the last holdout from stopping global domination.</p><p>And we don’t mean this in sarcastic humor, but really that’s the only hint we’ve got at $500 billion appreciating to $13 trillion over the course of 10 years. If Elon Musk does decide to merge everything into a conglomerate and takes a backseat like Warren Buffett (Berkshire), Bill Gates (Microsoft), Tim Cook (Apple), Sundar Pichai (Google), Jeff Bezos (Amazon)… it would look as good or bad as the picture we carefully assembled below.</p><p>Figure 3. The Empire Might Strike Back…</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7686caf1259019b4a429c2118e1616f7\" tg-width=\"853\" tg-height=\"578\" width=\"100%\" height=\"auto\"/><span>Image is author’s interpretation of current events(Trade Theory Illustration)</span></p><p>This sounds a bit crazier than the usual Elon Musk we’ve come to know over the years. But, let’s roll with the punches here, because about 6 or 7 years ago, somebody laughed on a conference call when he said Tesla was going to reach $700 billion and ended up with an $800 billion peak valuation. We’re not going to make that mistake; instead we’re going to try and entertain the super genius&#39;s craziness with our crazy interpretation of what he’s thinking.</p><p>We have a hard time imagining how Tesla, Inc. on its own amounts to the valuation growth needed to satisfy the $14 trillion value we estimate is needed to eclipse the combined value of Apple and Saudi Aramco by 2033. It almost sounds way too ambitious by most measures, but if we think carefully about the ramifications of Elon Musk combining the separate businesses he’s built into a sort of superstructure, it would benefit one person primarily: Elon Musk. Which is why we don’t believe the comments he made to the analyst about not wanting to assemble a portfolio.</p><p>Now, if you think about the way the businesses are structured right now, they offer no immediate synergies, and some would argue that they perform better as separate companies. But, it also limits investors to separately traded vehicles, and those businesses are linked to Elon Musk. Apple wouldn’t be as valuable of a company without diversifying into more products and categories inclusive of services and even payment technologies, music, and entertainment.</p><h2>Value of a super Tesla entity at present?</h2><p>When we look at the validity of merging into a super structure, we think it makes sense for a number of reasons.</p><p><b>1) Scale.</b>TSLA’s market opportunity in vehicles, though large, represents saturation risk at some point in the future.</p><p>Figure 4. Consolidated value of Elon Musk involved businesses<img src=\"https://static.tigerbbs.com/d46a2e6b6e7318357810796d2c9a75c3\" tg-width=\"417\" tg-height=\"287\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>estimate by Trade Theory(Trade Theory)</p><p>If TSLA goes conglomerate, it would compose a number of opportunities like social networking, payment technology, neuro technology, space exploration and mining, space broadband, online auction marketplace, government computing contracts, and so forth.</p><p>2)<b>Unique portfolio</b>has substantial synergies due to founder and board level cooperation to ensure consolidation as all the businesses are related to Elon Musk.</p><p>3)<b>Space exploration</b>extremely valuable, with SpaceX valued at $137 billion, and expansion into biotech extremely valuable with Neuralink representing more than $10 billion market cap opportunity on medical device technologies. When combined with the existing or former publicly traded companies, PayPal (PYPL),eBay.com(EBAY), Palantir (PLNT) and Twitter (TWTR) the consolidated enterprise value could at some point compete with and exceed the combined value of AAPL and Aramco, though it would take an aggressive growth rate of 30% off the base of 9 or 10 different companies combined into a single entity.</p><h2>Never doubt Elon Musk</h2><p>Though we might come across as playful and sarcastic, perhaps we want to pride ourselves on seeing around corners as to what happens next. While we like the organic growth metrics, and the projected run rate to an eventual production volume of 5 million to 10 million vehicles making BEVs reach production scale similar to the big 3 autos in America, we see that scenario valuing Tesla, Inc. stock at $195/share currently with a path of beats taking us past $200 per share this year.</p><p>Profitability is driven by the higher ASPs and consumers conforming to a more inflationary/higher priced environment. Even with those assumptions, we factor about +20% upside, maybe more upside on some expectation beats throughout the year. M&amp;A activity could increase the size of the business at some point, and we think TSLA will combine businesses as the BEV business starts to mature and becomes less profitable.</p><p>Tesla, Inc. stock already carries significant upside. Near-term opportunities tied to the car business, energy storage, financing, and insurance should provide enough meat for shareholders over the next 12 months. But, over a longer time frame, people will begin to wonder if Tesla can reach a value that’s in excess of Apple and Aramco.</p><p>So, if Elon says it’s possible, then who are we to say it’s not? Instead, we opted to match his craziness, as we reassert our positive stance on Tesla, Inc. throughout the entirety of this article.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Future As A Super Conglomerate?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Future As A Super Conglomerate?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-29 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573174-teslas-future-as-a-super-conglomerate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.Expect Tesla earnings surprises in the way of deliveries, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4573174-teslas-future-as-a-super-conglomerate\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4573174-teslas-future-as-a-super-conglomerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113358282","content_text":"SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.Expect Tesla earnings surprises in the way of deliveries, as larger-scale producers with more expertise are positioned to take market share away from up-starts.We project revenue of $222 billion, and derive our price forecast based on a combination adjusted EBITDA/earnings multiples.Elon Musk might combine his businesses into a superstructure entity like Google, which  could be valued at $10 Trillion + by 2033.Absent substantial M&A activity, Tesla doesn't achieve a valuation that's in excess of Apple and Saudi Aramco.Tesla, Inc. (NASDAQ:TSLA) had what many would consider a very strong quarter in quite a while, as TSLA inQ4 2022beat on revenue and earnings without as much ludicrous commentary as usual from Elon Muskon the earnings call. Investors responded favorably, adding +25% to the stock price over the past five trading sessions. We value the business at $195/share and expect upside on new announcements and ongoing execution absent any material shortages for supplies in the supply chain. TSLA's solid performance in the afterhours session continued into Thursday’s trading session for an additional +10% gain, bringing the BEV (battery electric vehicle) maker's market cap to $500 billion.We value TSLA stock using a mix of adjusted EBITDA and P/E multiples on FY '25 revenue of $222 billion, and anticipate an additional 20% upside, maybe more depending on hype/optimism tied to productroadmap and deliveries. Tesla reported Q4 ‘22 revenue of $24.32 billion versus consensus $24.16 billion, and adjusted dil. EPS of $1.19 versus $1.13, beating estimates by 5.3%.We noted a drop in profitability, which was driven by lower ASPs, but the announcement of some higher margin categories like the Tesla Cybertruck and Tesla Semi Truck makes us extremely optimistic that the net profit margin erosion won’t be as severe, even with volume car production on Model 3/Y putting pressure on average selling prices.We also liked that Elon Musk referenced the Cybertruck on theQ4 2022 earnings call:“Yes, Cybertruck will have Hardware 4. And to be clear, for 2023, Cybertruck will not be a significant contributor to the bottom line but it will be into next year.”So, Cybertruck is on track, and Rivian Automotive, Inc. (RIVN) finally has to meet its electric competitor in 2023.Investment thesis summaryWe anticipate that there’s a compelling case for why Tesla could deliver 1.8 million to 2 million cars in 2023. Tesla is not as supply constrained, and production is starting to normalize reducing the shortages experienced at the onset of the pandemic. TSLA’s gaining share on pricing and new customer adoption, with market penetration at a low enough base to suggest a material vehicle opportunity, which is reflected in our analysis.Figure 1. Vehicle production capacityTesla(Tesla)Elon Musk expects 1.8 million car deliveries, but with ramp-up of various facilities, and some announced production/volume gains within existing production sites, there’s a bias towards 200k volume beat, which we embed in our model to help capture any delivery surprises on heightened demand due to gas price sensitivity and electric vehicle credits.We anticipate production surprises going forward, and production ramp-up to scale to levels of conventional automakers using purely BEV technologies. Value-added components like autonomous driving keeping the ASPs higher even at larger volumes by 2025.We anticipate that our profit forecast becomes conservative, as TSLA doesn’t have many of the legacy costs of other vehicle OEMs tied to pensions, and has a more established/efficient production line in the BEV space to sustain better profitability. We also anticipate Tesla to make a leap on profitability when battery technologies improve and the cost of battery cells reduces the bill of materials even further.Figure 2. Summary of financial modelAnalysis by Trade Theory(Trade Theory)We recommend TSLA and provide a $195 Price Target, implying 22% upside from current levels. While we don’t enjoy the CEOs character or attitude in public or his comments on Twitter, we cannot deny that the business is positioned for substantial growth, as we value TSLA using a blend of historical growth based multiples, tech EV/EBITDA multiples, and average the value on FY’ 25 estimated adjusted dil. EPS of $9.30. We then discount our assumption by 9.5% or firm’s WACC (weighted average cost of capital) to then arrive at a $195 price target.We expect the company to grow sales to $222 billion on 4.5 million vehicle deliveries at an average selling price of $49 thousand dollars, which translates to a business that will be valued at $1.2 trillion by 2025. Absent any material changes to the business like the merger and combination of various businesses… there’s realistically no path to achieving a $4-$5 trillion valuation over the next 3-5 years.What is Elon Musk trying to communicate?We find ourselves stumped right now; how does Elon Musk anticipate that he’s going to eclipse two of the biggest companies on earth and ignore his closest competitors, all whilegetting questionedin court within the same week, regarding the separate incident of his tweet announcing taking the company private at $420 per share with the help of the Saudi fund (a deal which later got revealed to be preliminary rather than “secured”). Twitter users polled would much rather have a different owner than Elon Musk.It’s almost comical at this point, because it’s almost as bad as watching an entire nation of fans sour on a sports team owner and request a change in ownership, except there’s hardly anyone on planet earth that could afford to buy such a large tech company, let alone pry it from the second-richest person on earth after he pried it away from Jack Dorsey. The bird stays in Elon’s portfolio, and we expect the portfolio to come together in some sort of death star construction.We think Elon Musk is absolutely serious about eclipsing both companies in valueNow some might have skipped this part of an earlier earnings call, laughed, or something. But, Elon Musk envisions the companybecoming bigger than Appleand Saudi Aramco combined on a market capitalization basis in the future. He literally said that on Q3 ‘22 earnings, and then he never mentioned anything about it again on the Q4 ‘22 earnings call.After the shakedown in the courthouse, we’re not surprised that he’s not making such wild statements on the Q4 ‘22 earnings call. And as a consequence, the stock does better as a result by rallying +5% in the after hour session following Wednesday’s earnings announcement at close.If we combine Apple Inc. (AAPL) at $2.25 trillion, and Saudi Aramco at $1.94 trillion, it would combine to a $4.19 trillion market cap. At present, Tesla’s market capitalization is $500 billion, which implies that his sales pitch this year is quite simple: the company will increase in value from $500 billion to $4.2 trillion in total market capitalization.On his path to $4.2 trillion, Musk’s gone on to denounce every competitor by failing to even acknowledge that a distant number two even exists. We think the distant number 2 automaker is Lucid Group, Inc. (LCID), but then again, maybe Elon’s right, and we’re wrong, who knows?What Elon Musk has said for the past two quarters makes uschuckle a little:George Gianarikas from Canaccord Genuity asks Elon Musk, I'm curious how you see the current competitive landscape changing over the next few years. And who do you see as your chief competitors five years from now?”Elon Musk responds, “Five years is a long time. As with the Tesla order part, AI team, until late last night and just we're just asking guys like, so who do we think is close to Tesla with -- a general solution for self-driving? And we still don't even know who would even be a distant second. So, yes, it really seems like we're -- I mean, right now, I don't think you could see a second place with a telescope, at least we can't. So, that wouldn't last forever. So, in five years, I don't know, probably somebody has figured it out. I don't think it's any of the car companies that we're aware of. But I'm just guessing that someone might be right out eventually, so yes.”So, Apple shareholders, and Tim Cook, have to somehow acknowledge that Elon Musk and Tesla Inc. is going to eclipse them in value, but Elon Musk can’t point to anyone else catching up to Tesla Inc. and his path to global dominance? The CEO is unwilling to admit outright what an analyst is suggesting indirectly as a means of reaching such a crazy goal.Elon Musk and George Glanarikas from last quarter,Q3 ‘22 earnings call, from Seeking Alpha transcripts:George Gianarikas from Canaccord Genuity, “And just as a follow-up, this is for Elon. With your pending acquisition of Twitter and your stakes in SpaceX and Neuralink and Tesla, how much would the combined companies benefit from operating under a single super structure, if at all, like a Google Alphabet?”To which Elon Musk eagerly tries to deny the possibility of the mega merger, “It’s not clear to me what the overlap is. It’s not zero, but it’s -- I think we’re reaching. I’m not worried about it. I’m not an investor. I’m an engineer, a manufacturing person and a technologist. So, I actually work and design and develop products. That’s what I do. So, it’s not a -- we’re not going to have a portfolio sort of investments over it. So, I don’t know. I don’t see obvious sort of some -- get combined under an umbrella, at least right now.”Now, keep in mind, both AAPL and Aramco are likely to grow in value at the average S&P 500 Index (SP500) growth rate at minimum, so not only does Tesla have to overshoot the $4.2 Trillion number, but also account for the growth rate of both companies. So, if $4.2 trillion has a return rate of 12% for the 10-year period, Tesla Motors would need to reach a valuation of $13 Trillion assuming those two companies continue to grow in-line with the S&P 500 average.How does Tesla Inc. reach $13 Trillion in value over the next 10 years?Elon Musk could assemble his entire portfolio of businesses that he’s built or advised on to become a super conglomerate. If Tesla were to combine all the entities it would mirror the Death Star construction fromStar Wars Episode 6,with a rebel faction of DOJ regulators, the last holdout from stopping global domination.And we don’t mean this in sarcastic humor, but really that’s the only hint we’ve got at $500 billion appreciating to $13 trillion over the course of 10 years. If Elon Musk does decide to merge everything into a conglomerate and takes a backseat like Warren Buffett (Berkshire), Bill Gates (Microsoft), Tim Cook (Apple), Sundar Pichai (Google), Jeff Bezos (Amazon)… it would look as good or bad as the picture we carefully assembled below.Figure 3. The Empire Might Strike Back…Image is author’s interpretation of current events(Trade Theory Illustration)This sounds a bit crazier than the usual Elon Musk we’ve come to know over the years. But, let’s roll with the punches here, because about 6 or 7 years ago, somebody laughed on a conference call when he said Tesla was going to reach $700 billion and ended up with an $800 billion peak valuation. We’re not going to make that mistake; instead we’re going to try and entertain the super genius's craziness with our crazy interpretation of what he’s thinking.We have a hard time imagining how Tesla, Inc. on its own amounts to the valuation growth needed to satisfy the $14 trillion value we estimate is needed to eclipse the combined value of Apple and Saudi Aramco by 2033. It almost sounds way too ambitious by most measures, but if we think carefully about the ramifications of Elon Musk combining the separate businesses he’s built into a sort of superstructure, it would benefit one person primarily: Elon Musk. Which is why we don’t believe the comments he made to the analyst about not wanting to assemble a portfolio.Now, if you think about the way the businesses are structured right now, they offer no immediate synergies, and some would argue that they perform better as separate companies. But, it also limits investors to separately traded vehicles, and those businesses are linked to Elon Musk. Apple wouldn’t be as valuable of a company without diversifying into more products and categories inclusive of services and even payment technologies, music, and entertainment.Value of a super Tesla entity at present?When we look at the validity of merging into a super structure, we think it makes sense for a number of reasons.1) Scale.TSLA’s market opportunity in vehicles, though large, represents saturation risk at some point in the future.Figure 4. Consolidated value of Elon Musk involved businessesestimate by Trade Theory(Trade Theory)If TSLA goes conglomerate, it would compose a number of opportunities like social networking, payment technology, neuro technology, space exploration and mining, space broadband, online auction marketplace, government computing contracts, and so forth.2)Unique portfoliohas substantial synergies due to founder and board level cooperation to ensure consolidation as all the businesses are related to Elon Musk.3)Space explorationextremely valuable, with SpaceX valued at $137 billion, and expansion into biotech extremely valuable with Neuralink representing more than $10 billion market cap opportunity on medical device technologies. When combined with the existing or former publicly traded companies, PayPal (PYPL),eBay.com(EBAY), Palantir (PLNT) and Twitter (TWTR) the consolidated enterprise value could at some point compete with and exceed the combined value of AAPL and Aramco, though it would take an aggressive growth rate of 30% off the base of 9 or 10 different companies combined into a single entity.Never doubt Elon MuskThough we might come across as playful and sarcastic, perhaps we want to pride ourselves on seeing around corners as to what happens next. While we like the organic growth metrics, and the projected run rate to an eventual production volume of 5 million to 10 million vehicles making BEVs reach production scale similar to the big 3 autos in America, we see that scenario valuing Tesla, Inc. stock at $195/share currently with a path of beats taking us past $200 per share this year.Profitability is driven by the higher ASPs and consumers conforming to a more inflationary/higher priced environment. Even with those assumptions, we factor about +20% upside, maybe more upside on some expectation beats throughout the year. M&A activity could increase the size of the business at some point, and we think TSLA will combine businesses as the BEV business starts to mature and becomes less profitable.Tesla, Inc. stock already carries significant upside. Near-term opportunities tied to the car business, energy storage, financing, and insurance should provide enough meat for shareholders over the next 12 months. But, over a longer time frame, people will begin to wonder if Tesla can reach a value that’s in excess of Apple and Aramco.So, if Elon says it’s possible, then who are we to say it’s not? Instead, we opted to match his craziness, as we reassert our positive stance on Tesla, Inc. throughout the entirety of this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952460895,"gmtCreate":1674885946017,"gmtModify":1676538964925,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"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/9952460895","repostId":"2306238801","repostType":2,"repost":{"id":"2306238801","kind":"news","pubTimestamp":1674885300,"share":"https://ttm.financial/m/news/2306238801?lang=&edition=fundamental","pubTime":"2023-01-28 13:55","market":"sh","language":"zh","title":"暴涨33%！特斯拉股价创十年最大单周涨幅，但马斯克又被SEC盯上了","url":"https://stock-news.laohu8.com/highlight/detail?id=2306238801","media":"澎湃新闻","summary":"本周以来，特斯拉股价累涨33.32%，创下2013年以来最大单周涨幅，为2013年5月以来的最大单周涨幅，较1月份低点涨近75%。　　1月27日美股收盘，特斯拉涨11%，报收177.9美元/股，为去年12月9日以来的最高价。今年以来股价上涨超过44%，有望创下去年7月以来最大单月涨幅，彭博社称，这是因为消费者乐观地认为该公司已经度过最糟糕的时期。去年特斯拉股价暴跌65%，部分原因是市场担心马斯克会因收购推特公司而分心。","content":"<div>\n<p>本周以来，特斯拉（Nasdaq： TSLA）股价累涨33.32%，创下2013年以来最大单周涨幅，为2013年5月以来的最大单周涨幅，较1月份低点涨近75%。\n　　1月27日美股收盘，特斯拉涨11%，报收177.9美元/股，为去年12月9日以来的最高价。今年以来股价上涨超过44%，有望创下去年7月以来最大单月涨幅，彭博社称，这是因为消费者乐观地认为该公司已经度过最糟糕的时期。去年特斯拉股价暴跌...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-01-28/doc-imyctkkr6958012.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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>暴涨33%！特斯拉股价创十年最大单周涨幅，但马斯克又被SEC盯上了</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暴涨33%！特斯拉股价创十年最大单周涨幅，但马斯克又被SEC盯上了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-28 13:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2023-01-28/doc-imyctkkr6958012.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周以来，特斯拉（Nasdaq： TSLA）股价累涨33.32%，创下2013年以来最大单周涨幅，为2013年5月以来的最大单周涨幅，较1月份低点涨近75%。\n　　1月27日美股收盘，特斯拉涨11%，报收177.9美元/股，为去年12月9日以来的最高价。今年以来股价上涨超过44%，有望创下去年7月以来最大单月涨幅，彭博社称，这是因为消费者乐观地认为该公司已经度过最糟糕的时期。去年特斯拉股价暴跌...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-01-28/doc-imyctkkr6958012.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4574":"无人驾驶","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4555":"新能源车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/tech/it/2023-01-28/doc-imyctkkr6958012.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2306238801","content_text":"本周以来，特斯拉（Nasdaq： TSLA）股价累涨33.32%，创下2013年以来最大单周涨幅，为2013年5月以来的最大单周涨幅，较1月份低点涨近75%。\n　　1月27日美股收盘，特斯拉涨11%，报收177.9美元/股，为去年12月9日以来的最高价。今年以来股价上涨超过44%，有望创下去年7月以来最大单月涨幅，彭博社称，这是因为消费者乐观地认为该公司已经度过最糟糕的时期。去年特斯拉股价暴跌65%，部分原因是市场担心马斯克会因收购推特公司而分心。\n　　不仅仅是特斯拉，美国新能源汽车股普遍上涨，截至27日美股收盘，电动皮卡厂商Rivian（Nasdaq： RIVN）上涨8.30%；法拉第未来（Nasdaq：FFIE）上涨10.44%。\n　　特斯拉股价暴涨，今年产量或达180万辆\n　　在经历了动荡波折的2022年后，特斯拉本周股价的表现，或许能给投资者带来信心。该公司CEO埃隆•马斯克（Elon Musk）对特斯拉的未来也呈乐观态度。\n　　此前，马斯克在周三（1月25日）收盘后举行的投资者电话会议中表示，“1月份到目前为止，我们的订单情况比公司历史上任何时候都要强劲。”他说，“目前我们的订单接近生产速度的两倍。”\n　　业绩方面，特斯拉的表现不俗。2022年第四季度，该公司实现营收243.18亿美元，同比增加37%，净利润为36.87亿美元，同比增加59%，营收与净利润在创下历史新高的同时，也都超出了市场预期。\n　　在财报中，特斯拉方面预计，2023年汽车交付量将达到180万辆，这将较2022年增加37%，这一增幅将略低于2022年的40.3%，该公司之前的目标是交付量每年平均增长50%。\n　　《华尔街日报》称，在电动汽车市场，特斯拉与正在追赶的汽车厂商之间的差距短期内可能无法改变，特别是考虑到降价的作用。马斯克表示，鉴于通胀对客户购买力的影响，降价有望吸引更多“普通消费者”。\n　　分析师称，由于经济的不确定性依然存在，需求将面临考验。德意志银行（Deutsche Bank）分析师表示，“一旦发生经济衰退，特斯拉未必能置身事外，但考虑到其可动用的成本手段，我们认为它应对经济衰退的能力应该强得多。”\n　　自动驾驶系统受调查\n　　但是除了股价暴涨的好消息，特斯拉及马斯克还面临着另一个坏消息——马斯克被美国监管机构盯上了。\n　　当地时间1月27日报道，彭博社援引知情人士报道称，美国证券交易委员会（SEC）正在对特斯拉关于自动驾驶辅助系统（AP）的声明进行调查，同时该机构还在调查马斯克在特斯拉自动驾驶汽车方面所扮演的角色。\n　　该人士表示，SEC的官员正在权衡马斯克是否可能发表不适当的前瞻性声明，没有具体说明马斯克的哪些行为或言论引起了监管机构的注意。通常而言，SEC的调查不一定会造成某种特定后果，但可能会使得被调查公司和高管遭遇诉讼、罚款或其他民事处罚。\n　　多年来，特斯拉的驾驶辅助技术一直是马斯克的关注焦点。2016年，他亲自指导的一段视频，承诺最终将实现全自主、无需用手的驾驶功能。但这段视频可能夸大了这项技术的能力，至今马斯克的承诺仍未实现。\n　　去年12月，马斯克在他的推特空间表示，特斯拉在自动驾驶汽车方面击败了竞争对手，因为“汽车可以升级为自动驾驶”。他补充说，“这是其他汽车公司无法做到的。”\n　　多年来，马斯克一直在与SEC斗争。2018年，他发布推文称“资金已到位”，暗示将特斯拉私有化。但此后马斯克并未履约，特斯拉股价在上涨之后又一路下滑，马斯克因此被起诉用推文操纵特斯拉的股价。\n　　本周，他在旧金山的法庭上为2018年的发言进行了辩护。马斯克称，他当时说已经为这笔潜在的交易获得了资金，意思是除了PIF（沙特主权财富基金）的资金支持外，他还可以出售SpaceX的股份确保交易成功。\n　　除了SEC的调查，特斯拉还面临安全监管机构对其自动驾驶系统的审查。美国司法部（Justice Department）一直在调查该公司关于自动驾驶功能的表述是否具有误导性。此外，美国国家公路交通安全管理局（NHTSA）也就自动驾驶系统是否存在缺陷展开两项积极调查。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：韦子蓉","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952588519,"gmtCreate":1674815556231,"gmtModify":1676538960507,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952588519","repostId":"2306138469","repostType":4,"repost":{"id":"2306138469","kind":"highlight","pubTimestamp":1674833382,"share":"https://ttm.financial/m/news/2306138469?lang=&edition=fundamental","pubTime":"2023-01-27 23:29","market":"us","language":"en","title":"The Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does","url":"https://stock-news.laohu8.com/highlight/detail?id=2306138469","media":"Motley Fool","summary":"The Nasdaq Composite index has a habit of bouncing back strongly after a losing year.","content":"<html><head></head><body><p>Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The <b>Nasdaq Composite</b> index, which has a bigger than average share of tech stocks in it, plunged 33% for the year as inflation and interest rates climbed. It was the worst annual performance since 2008.</p><p>A look back at the Nasdaq Composite&#39;s 51-year history shows that back-to-back losing years are incredibly rare. There have only been two instances since 1971. That suggests 2023 has a very good chance of ending with positive returns. It&#39;s also encouraging to note that the index has soared by 33% on average in the first positive year after a loss.</p><p>The broader tech sell-off was brutal for the following five stocks, but if history repeats for the Nasdaq, these five tech stocks could have a great 2023 too.</p><h2>1. Splunk: Down 57% from its all-time high</h2><p>It&#39;s becoming clear that artificial intelligence (AI) and machine learning are going to play a big part in the future of business, and that&#39;s why <b>Splunk</b> makes this list. The company is a machine learning specialist with a host of high-profile customers, from <b>Domino&#39;s Pizza</b> to the McLaren Formula 1 racing team.</p><p>Splunk&#39;s platform, which is now being supercharged by the cloud, is designed to ingest mountains of data in real-time to deliver actionable insights for its customers. These insights can alert businesses to technical issues, or even ways to improve sales through digital channels. In essence, Splunk turns noisy data into true value, and that&#39;s something all companies need in the digital age.</p><p>Splunk is used by 90 of the Fortune 100 companies, and it has 764 customers spending $1 million per year. Its annual recurring revenue is set to top $3.6 billion by the end of fiscal 2023 (ending Jan. 31), but the company values its addressable opportunity at $100 billion, so it still has a long runway for growth.</p><h2>2. DigitalOcean: Down 77% from its all-time high</h2><p>Cloud computing technology touches almost every aspect of the corporate world. Day-to-day operations are rapidly shifting online, and the cloud enables companies to do more with less -- especially smaller enterprises. <b>DigitalOcean</b> is a provider of cloud services with a focus on start-ups and established businesses with under 500 employees, and it&#39;s competing with giants like <b>Amazon</b> Web Services and <b>Microsoft</b> Azure.</p><p>DigitalOcean offers solutions for data storage, web hosting, software development, and even video streaming. Its strategy is to beat its gigantic competitors on price, usability, and especially on service. Support is critical for small enterprises because they typically don&#39;t have dedicated technical teams. The leading cloud providers often overlook those needs because they make most of their money from large organizations.</p><p>DigitalOcean serves 142,100 customers who are spending a minimum of $50 per month, and it&#39;s seeing consistent growth in retention and average revenue per user. It valued its addressable market at $72 billion in 2022, but it&#39;s expected to double to $145 billion by 2025, and given the company&#39;s annual recurring revenue is currently $641 million, it&#39;s still in the early innings of that opportunity.</p><h2>3. DocuSign: Down 81% from its all-time high</h2><p><b>DocuSign</b> was a pandemic darling. As much of the world went into lockdown, digital technology reigned supreme, and DocuSign&#39;s electronic signature software kept the business world moving. The company expanded into new verticals, including contract lifecycle management through its Agreement Cloud, and while its stock is down significantly from its all-time high, it might be gearing up for a comeback.</p><p>The Agreement Cloud includes a portfolio of applications that can help businesses prepare, negotiate, and manage contracts entirely digitally. It even uses a splash of artificial intelligence through its Insight platform, which is designed to scan agreements for problematic clauses and potential opportunities. DocuSign says its tools are deployed in 13 different industries, and it currently serves over 1 billion users worldwide with 1.32 million paying customers.</p><p>DocuSign is expecting to generate $2.49 billion in revenue for fiscal 2023 (ended Jan. 31), which would represent modest growth of 18.9% compared to fiscal 2022 as pandemic tailwinds continue to cool off. But the business world is trending in DocuSign&#39;s direction over the long term, and with its opportunity valued at $50 billion, it has only penetrated a fraction of the market.</p><h2>4. Lemonade: Down 90% from its all-time high</h2><p>Nobody really likes dealing with their insurance company, especially when it comes to making a claim. The process can be frustrating and lengthy, but that&#39;s part of the customer experience <b>Lemonade</b> is trying to improve. It uses AI to write quotes in under 90 seconds and pay claims in three minutes without human intervention across its five insurance products: renters, homeowners, pet, life, and car.</p><p>Lemonade also uses AI in other parts of its business. Its latest Lifetime Value 6 (LTV6) model is used to predict customer behavior to price premiums, and it can also identify underperforming geographic markets (and products) to allow the company to pivot quickly and generate more revenue.</p><p>The company is growing rapidly. In the third quarter of 2022 (ended Sept. 30), Lemonade&#39;s in-force premium soared 76% year over year to $609 million, and its revenue more than doubled. It now serves over 1.77 million customers who are spending record amounts of money on Lemonade&#39;s products, but the best might be yet to come because insurance is a trillion-dollar opportunity in the U.S. alone.</p><h2>5. C3.ai: Down 91% from its all-time high</h2><p>By this point, it&#39;s possible you&#39;ve noticed most of the companies in this piece use AI in some way. <b>C3.ai</b> might be the biggest opportunity of the bunch, as it aims to dominate enterprise AI, which is an industry it helped create.</p><p>C3.ai sells ready-made and customizable AI applications to 236 customers. These applications help companies access the benefits of AI even if they don&#39;t have the internal resources to build their own models from scratch. The spread of industries seeking this technology is diverse and includes oil and gas, financial services, manufacturing, and defense, to name a few.</p><p>But C3.ai also forged partnerships with the cloud divisions of tech giants like Amazon, Microsoft, and Google parent <b>Alphabet</b>. Those providers use C3.ai&#39;s applications to deliver better AI solutions to their own customers, and as such, the partnerships involve joint-selling ventures.</p><p>C3.ai is a $1.6 billion company chasing an opportunity it estimates will be worth $596 billion by 2025. It&#39;s currently undergoing a drastic change to its revenue model, which could set it up for a future of supercharged growth. In any case, after a 91% decline in its stock price from its all-time high, it&#39;s trading near a rock-bottom valuation which might spell opportunity for 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>The Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does</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 Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-27 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The Nasdaq Composite index, which has a bigger than average share...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCN":"DigitalOcean Holdings, Inc.","DOCU":"Docusign","LMND":"Lemonade, Inc.","AI":"C3.ai, Inc.","SPLK":"Splunk Inc"},"source_url":"https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306138469","content_text":"Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The Nasdaq Composite index, which has a bigger than average share of tech stocks in it, plunged 33% for the year as inflation and interest rates climbed. It was the worst annual performance since 2008.A look back at the Nasdaq Composite's 51-year history shows that back-to-back losing years are incredibly rare. There have only been two instances since 1971. That suggests 2023 has a very good chance of ending with positive returns. It's also encouraging to note that the index has soared by 33% on average in the first positive year after a loss.The broader tech sell-off was brutal for the following five stocks, but if history repeats for the Nasdaq, these five tech stocks could have a great 2023 too.1. Splunk: Down 57% from its all-time highIt's becoming clear that artificial intelligence (AI) and machine learning are going to play a big part in the future of business, and that's why Splunk makes this list. The company is a machine learning specialist with a host of high-profile customers, from Domino's Pizza to the McLaren Formula 1 racing team.Splunk's platform, which is now being supercharged by the cloud, is designed to ingest mountains of data in real-time to deliver actionable insights for its customers. These insights can alert businesses to technical issues, or even ways to improve sales through digital channels. In essence, Splunk turns noisy data into true value, and that's something all companies need in the digital age.Splunk is used by 90 of the Fortune 100 companies, and it has 764 customers spending $1 million per year. Its annual recurring revenue is set to top $3.6 billion by the end of fiscal 2023 (ending Jan. 31), but the company values its addressable opportunity at $100 billion, so it still has a long runway for growth.2. DigitalOcean: Down 77% from its all-time highCloud computing technology touches almost every aspect of the corporate world. Day-to-day operations are rapidly shifting online, and the cloud enables companies to do more with less -- especially smaller enterprises. DigitalOcean is a provider of cloud services with a focus on start-ups and established businesses with under 500 employees, and it's competing with giants like Amazon Web Services and Microsoft Azure.DigitalOcean offers solutions for data storage, web hosting, software development, and even video streaming. Its strategy is to beat its gigantic competitors on price, usability, and especially on service. Support is critical for small enterprises because they typically don't have dedicated technical teams. The leading cloud providers often overlook those needs because they make most of their money from large organizations.DigitalOcean serves 142,100 customers who are spending a minimum of $50 per month, and it's seeing consistent growth in retention and average revenue per user. It valued its addressable market at $72 billion in 2022, but it's expected to double to $145 billion by 2025, and given the company's annual recurring revenue is currently $641 million, it's still in the early innings of that opportunity.3. DocuSign: Down 81% from its all-time highDocuSign was a pandemic darling. As much of the world went into lockdown, digital technology reigned supreme, and DocuSign's electronic signature software kept the business world moving. The company expanded into new verticals, including contract lifecycle management through its Agreement Cloud, and while its stock is down significantly from its all-time high, it might be gearing up for a comeback.The Agreement Cloud includes a portfolio of applications that can help businesses prepare, negotiate, and manage contracts entirely digitally. It even uses a splash of artificial intelligence through its Insight platform, which is designed to scan agreements for problematic clauses and potential opportunities. DocuSign says its tools are deployed in 13 different industries, and it currently serves over 1 billion users worldwide with 1.32 million paying customers.DocuSign is expecting to generate $2.49 billion in revenue for fiscal 2023 (ended Jan. 31), which would represent modest growth of 18.9% compared to fiscal 2022 as pandemic tailwinds continue to cool off. But the business world is trending in DocuSign's direction over the long term, and with its opportunity valued at $50 billion, it has only penetrated a fraction of the market.4. Lemonade: Down 90% from its all-time highNobody really likes dealing with their insurance company, especially when it comes to making a claim. The process can be frustrating and lengthy, but that's part of the customer experience Lemonade is trying to improve. It uses AI to write quotes in under 90 seconds and pay claims in three minutes without human intervention across its five insurance products: renters, homeowners, pet, life, and car.Lemonade also uses AI in other parts of its business. Its latest Lifetime Value 6 (LTV6) model is used to predict customer behavior to price premiums, and it can also identify underperforming geographic markets (and products) to allow the company to pivot quickly and generate more revenue.The company is growing rapidly. In the third quarter of 2022 (ended Sept. 30), Lemonade's in-force premium soared 76% year over year to $609 million, and its revenue more than doubled. It now serves over 1.77 million customers who are spending record amounts of money on Lemonade's products, but the best might be yet to come because insurance is a trillion-dollar opportunity in the U.S. alone.5. C3.ai: Down 91% from its all-time highBy this point, it's possible you've noticed most of the companies in this piece use AI in some way. C3.ai might be the biggest opportunity of the bunch, as it aims to dominate enterprise AI, which is an industry it helped create.C3.ai sells ready-made and customizable AI applications to 236 customers. These applications help companies access the benefits of AI even if they don't have the internal resources to build their own models from scratch. The spread of industries seeking this technology is diverse and includes oil and gas, financial services, manufacturing, and defense, to name a few.But C3.ai also forged partnerships with the cloud divisions of tech giants like Amazon, Microsoft, and Google parent Alphabet. Those providers use C3.ai's applications to deliver better AI solutions to their own customers, and as such, the partnerships involve joint-selling ventures.C3.ai is a $1.6 billion company chasing an opportunity it estimates will be worth $596 billion by 2025. It's currently undergoing a drastic change to its revenue model, which could set it up for a future of supercharged growth. In any case, after a 91% decline in its stock price from its all-time high, it's trading near a rock-bottom valuation which might spell opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952861192,"gmtCreate":1674615475916,"gmtModify":1676538949158,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952861192","repostId":"2306495123","repostType":4,"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952132830,"gmtCreate":1674520543521,"gmtModify":1676538944392,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952132830","repostId":"2305156445","repostType":4,"repost":{"id":"2305156445","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674515774,"share":"https://ttm.financial/m/news/2305156445?lang=&edition=fundamental","pubTime":"2023-01-24 07:16","market":"us","language":"en","title":"Elon Musk Testifies He Had Funding to Take Tesla Private, Citing SpaceX, Saudi Arabia","url":"https://stock-news.laohu8.com/highlight/detail?id=2305156445","media":"Dow Jones","summary":"Elon Musk said he had funding to take Tesla Inc. private when he floated the idea in 2018, saying th","content":"<html><head></head><body><p>Elon Musk said he had funding to take Tesla Inc. private when he floated the idea in 2018, saying that financing from Saudi Arabia&#39;s sovereign-wealth fund and his own stake in rocket-company SpaceX would have provided sufficient capital.</p><p>&#34;With the SpaceX stock alone, I felt funding was secured,&#34; Mr. Musk said in a second day on the stand in a case brought by investors who say they lost money because of his tweets proposing to take the car company private.</p><p>Mr. Musk met with representatives of Saudi Arabia&#39;s sovereign-wealth fund, the Public Investment Fund, in late July 2018, a week before floating the possibility of taking Tesla private. A specific price for taking Tesla private wasn&#39;t discussed at that meeting, nor was there a signed document, Mr. Musk testified. Nevertheless, Mr. Musk said he walked away from the meeting thinking it was a &#34;done deal.&#34;</p><p>&#34;The thing that was really, absolutely unequivocal was that they were absolutely supportive of taking Tesla private,&#34; he said.</p><p>The class-action case being tried in federal court in San Francisco centers on the Tesla chief executive&#39;s tweets more than four years ago floating the possibility of taking the company private and the effect they had on individual investors&#39; decision-making. &#34;Am considering taking Tesla private at $420. Funding secured,&#34; Mr. Musk, then serving as both Tesla&#39;s chairman and CEO, tweeted on Aug. 7, 2018. He later added, &#34;Investor support is confirmed.&#34;</p><p>An attorney for the group of investors bringing the suit against Mr. Musk, Tesla and the company&#39;s board at the time said Mr. Musk lied in saying he had secured funding to take Tesla private. Those lies, the attorney said, caused investors who relied on that and other untrue statements to lose money.</p><p>Tesla&#39;s stock closed up 11% the day Mr. Musk tweeted about potentially taking Tesla private, then gave back those gains and fell further as questions emerged about the deal, which never came to pass.</p><p>An attorney representing Mr. Musk and Tesla said last week that Mr. Musk&#39;s &#34;funding secured&#34; tweet was an inartful shorthand for what was going on at the time.</p><p>Mr. Musk, in court Friday, pointed to the limitations of communicating on Twitter, which imposes a character limitation on tweets. &#34;I think you can absolutely be truthful. But can you be comprehensive? Of course not, &#34; Mr. Musk told jurors.</p><p>Jurors last week also heard from two investors who lost money in the wake of Mr. Musk&#39;s tweets, including the lead plaintiff, investor Glen Littleton, who is seeking damages for those losses. Mr. Littleton testified that after seeing Mr. Musk&#39;s tweets, he moved quickly to liquidate certain positions, adding, &#34;This represented a threat to my livelihood.&#34;</p><p>Timothy Fries, a member of the class who testified Friday, said he lost $5,000 after buying 50 shares of Tesla stock following Mr. Musk&#39;s tweets. Those shares cost $370 apiece, an investment report showed. He sold those shares at a loss in early September 2018, he said, after it had become clear Tesla wouldn&#39;t go private.</p><p>Mr. Fries said he understood when he bought Tesla stock that a deal hadn&#39;t been completed. However, he added, &#34;I had felt that the funding had already been vetted, because the tweet said, &#39;funding secured.&#39;&#34;</p><p>A lawyer for Tesla and Mr. Musk has said his team had chosen not to enforce subpoenas calling on representatives of Saudi Arabia&#39;s PIF to testify. The sovereign-wealth fund didn&#39;t respond to a request for comment.</p><p>After Mr. Musk tweeted that he had funding secured to take Tesla private, a top representative for the fund texted the Tesla CEO, court records show.</p><p>&#34;PIF remains interested in potential investment opportunities that are consistent with its investment strategy and the EV space is one of interest,&#34; the PIF representative said on Aug. 10, 2018. The PIF representative added two days later, &#34;Let&#39;s see the numbers and get our people to meet and discuss.&#34;</p><p>U.S. District Judge Edward Chen, who is overseeing the trial, ruled last year that some of Mr. Musk&#39;s statements about potentially taking the company private -- such as &#34;funding secured&#34; and &#34;investor support is confirmed&#34; -- weren&#39;t true. Judge Chen also found that Mr. Musk acted recklessly in sending those tweets.</p><p>Jurors are being asked to decide, among other issues, whether the tweets were material to investors and whether the misrepresentations caused investors to sustain losses. On Friday, the judge told jurors that any evidence they might hear about the circumstances surrounding Mr. Musk&#39;s Aug. 7, 2018, tweets shouldn&#39;t be used to ascertain the truth of the statements but could be relevant to other issues such as whether Mr. Musk knew that what he was saying was false.</p><p>Mr. Musk, in his roughly 30 minutes on the stand Friday, raised questions about the link between his tweets and the market&#39;s reaction. &#34;Just because I tweet something does not mean people believe it or act accordingly,&#34; Mr. Musk said.</p><p>The trial is expected to run through early February.</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 Testifies He Had Funding to Take Tesla Private, Citing SpaceX, Saudi Arabia</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 Testifies He Had Funding to Take Tesla Private, Citing SpaceX, Saudi Arabia\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\">2023-01-24 07:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk said he had funding to take Tesla Inc. private when he floated the idea in 2018, saying that financing from Saudi Arabia&#39;s sovereign-wealth fund and his own stake in rocket-company SpaceX would have provided sufficient capital.</p><p>&#34;With the SpaceX stock alone, I felt funding was secured,&#34; Mr. Musk said in a second day on the stand in a case brought by investors who say they lost money because of his tweets proposing to take the car company private.</p><p>Mr. Musk met with representatives of Saudi Arabia&#39;s sovereign-wealth fund, the Public Investment Fund, in late July 2018, a week before floating the possibility of taking Tesla private. A specific price for taking Tesla private wasn&#39;t discussed at that meeting, nor was there a signed document, Mr. Musk testified. Nevertheless, Mr. Musk said he walked away from the meeting thinking it was a &#34;done deal.&#34;</p><p>&#34;The thing that was really, absolutely unequivocal was that they were absolutely supportive of taking Tesla private,&#34; he said.</p><p>The class-action case being tried in federal court in San Francisco centers on the Tesla chief executive&#39;s tweets more than four years ago floating the possibility of taking the company private and the effect they had on individual investors&#39; decision-making. &#34;Am considering taking Tesla private at $420. Funding secured,&#34; Mr. Musk, then serving as both Tesla&#39;s chairman and CEO, tweeted on Aug. 7, 2018. He later added, &#34;Investor support is confirmed.&#34;</p><p>An attorney for the group of investors bringing the suit against Mr. Musk, Tesla and the company&#39;s board at the time said Mr. Musk lied in saying he had secured funding to take Tesla private. Those lies, the attorney said, caused investors who relied on that and other untrue statements to lose money.</p><p>Tesla&#39;s stock closed up 11% the day Mr. Musk tweeted about potentially taking Tesla private, then gave back those gains and fell further as questions emerged about the deal, which never came to pass.</p><p>An attorney representing Mr. Musk and Tesla said last week that Mr. Musk&#39;s &#34;funding secured&#34; tweet was an inartful shorthand for what was going on at the time.</p><p>Mr. Musk, in court Friday, pointed to the limitations of communicating on Twitter, which imposes a character limitation on tweets. &#34;I think you can absolutely be truthful. But can you be comprehensive? Of course not, &#34; Mr. Musk told jurors.</p><p>Jurors last week also heard from two investors who lost money in the wake of Mr. Musk&#39;s tweets, including the lead plaintiff, investor Glen Littleton, who is seeking damages for those losses. Mr. Littleton testified that after seeing Mr. Musk&#39;s tweets, he moved quickly to liquidate certain positions, adding, &#34;This represented a threat to my livelihood.&#34;</p><p>Timothy Fries, a member of the class who testified Friday, said he lost $5,000 after buying 50 shares of Tesla stock following Mr. Musk&#39;s tweets. Those shares cost $370 apiece, an investment report showed. He sold those shares at a loss in early September 2018, he said, after it had become clear Tesla wouldn&#39;t go private.</p><p>Mr. Fries said he understood when he bought Tesla stock that a deal hadn&#39;t been completed. However, he added, &#34;I had felt that the funding had already been vetted, because the tweet said, &#39;funding secured.&#39;&#34;</p><p>A lawyer for Tesla and Mr. Musk has said his team had chosen not to enforce subpoenas calling on representatives of Saudi Arabia&#39;s PIF to testify. The sovereign-wealth fund didn&#39;t respond to a request for comment.</p><p>After Mr. Musk tweeted that he had funding secured to take Tesla private, a top representative for the fund texted the Tesla CEO, court records show.</p><p>&#34;PIF remains interested in potential investment opportunities that are consistent with its investment strategy and the EV space is one of interest,&#34; the PIF representative said on Aug. 10, 2018. The PIF representative added two days later, &#34;Let&#39;s see the numbers and get our people to meet and discuss.&#34;</p><p>U.S. District Judge Edward Chen, who is overseeing the trial, ruled last year that some of Mr. Musk&#39;s statements about potentially taking the company private -- such as &#34;funding secured&#34; and &#34;investor support is confirmed&#34; -- weren&#39;t true. Judge Chen also found that Mr. Musk acted recklessly in sending those tweets.</p><p>Jurors are being asked to decide, among other issues, whether the tweets were material to investors and whether the misrepresentations caused investors to sustain losses. On Friday, the judge told jurors that any evidence they might hear about the circumstances surrounding Mr. Musk&#39;s Aug. 7, 2018, tweets shouldn&#39;t be used to ascertain the truth of the statements but could be relevant to other issues such as whether Mr. Musk knew that what he was saying was false.</p><p>Mr. Musk, in his roughly 30 minutes on the stand Friday, raised questions about the link between his tweets and the market&#39;s reaction. &#34;Just because I tweet something does not mean people believe it or act accordingly,&#34; Mr. Musk said.</p><p>The trial is expected to run through early February.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4548":"巴美列捷福持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4527":"明星科技股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSLA":"特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4574":"无人驾驶"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305156445","content_text":"Elon Musk said he had funding to take Tesla Inc. private when he floated the idea in 2018, saying that financing from Saudi Arabia's sovereign-wealth fund and his own stake in rocket-company SpaceX would have provided sufficient capital.\"With the SpaceX stock alone, I felt funding was secured,\" Mr. Musk said in a second day on the stand in a case brought by investors who say they lost money because of his tweets proposing to take the car company private.Mr. Musk met with representatives of Saudi Arabia's sovereign-wealth fund, the Public Investment Fund, in late July 2018, a week before floating the possibility of taking Tesla private. A specific price for taking Tesla private wasn't discussed at that meeting, nor was there a signed document, Mr. Musk testified. Nevertheless, Mr. Musk said he walked away from the meeting thinking it was a \"done deal.\"\"The thing that was really, absolutely unequivocal was that they were absolutely supportive of taking Tesla private,\" he said.The class-action case being tried in federal court in San Francisco centers on the Tesla chief executive's tweets more than four years ago floating the possibility of taking the company private and the effect they had on individual investors' decision-making. \"Am considering taking Tesla private at $420. Funding secured,\" Mr. Musk, then serving as both Tesla's chairman and CEO, tweeted on Aug. 7, 2018. He later added, \"Investor support is confirmed.\"An attorney for the group of investors bringing the suit against Mr. Musk, Tesla and the company's board at the time said Mr. Musk lied in saying he had secured funding to take Tesla private. Those lies, the attorney said, caused investors who relied on that and other untrue statements to lose money.Tesla's stock closed up 11% the day Mr. Musk tweeted about potentially taking Tesla private, then gave back those gains and fell further as questions emerged about the deal, which never came to pass.An attorney representing Mr. Musk and Tesla said last week that Mr. Musk's \"funding secured\" tweet was an inartful shorthand for what was going on at the time.Mr. Musk, in court Friday, pointed to the limitations of communicating on Twitter, which imposes a character limitation on tweets. \"I think you can absolutely be truthful. But can you be comprehensive? Of course not, \" Mr. Musk told jurors.Jurors last week also heard from two investors who lost money in the wake of Mr. Musk's tweets, including the lead plaintiff, investor Glen Littleton, who is seeking damages for those losses. Mr. Littleton testified that after seeing Mr. Musk's tweets, he moved quickly to liquidate certain positions, adding, \"This represented a threat to my livelihood.\"Timothy Fries, a member of the class who testified Friday, said he lost $5,000 after buying 50 shares of Tesla stock following Mr. Musk's tweets. Those shares cost $370 apiece, an investment report showed. He sold those shares at a loss in early September 2018, he said, after it had become clear Tesla wouldn't go private.Mr. Fries said he understood when he bought Tesla stock that a deal hadn't been completed. However, he added, \"I had felt that the funding had already been vetted, because the tweet said, 'funding secured.'\"A lawyer for Tesla and Mr. Musk has said his team had chosen not to enforce subpoenas calling on representatives of Saudi Arabia's PIF to testify. The sovereign-wealth fund didn't respond to a request for comment.After Mr. Musk tweeted that he had funding secured to take Tesla private, a top representative for the fund texted the Tesla CEO, court records show.\"PIF remains interested in potential investment opportunities that are consistent with its investment strategy and the EV space is one of interest,\" the PIF representative said on Aug. 10, 2018. The PIF representative added two days later, \"Let's see the numbers and get our people to meet and discuss.\"U.S. District Judge Edward Chen, who is overseeing the trial, ruled last year that some of Mr. Musk's statements about potentially taking the company private -- such as \"funding secured\" and \"investor support is confirmed\" -- weren't true. Judge Chen also found that Mr. Musk acted recklessly in sending those tweets.Jurors are being asked to decide, among other issues, whether the tweets were material to investors and whether the misrepresentations caused investors to sustain losses. On Friday, the judge told jurors that any evidence they might hear about the circumstances surrounding Mr. Musk's Aug. 7, 2018, tweets shouldn't be used to ascertain the truth of the statements but could be relevant to other issues such as whether Mr. Musk knew that what he was saying was false.Mr. Musk, in his roughly 30 minutes on the stand Friday, raised questions about the link between his tweets and the market's reaction. \"Just because I tweet something does not mean people believe it or act accordingly,\" Mr. Musk said.The trial is expected to run through early February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952311424,"gmtCreate":1674448062869,"gmtModify":1676538940848,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952311424","repostId":"2305137769","repostType":4,"repost":{"id":"2305137769","kind":"highlight","pubTimestamp":1674446190,"share":"https://ttm.financial/m/news/2305137769?lang=&edition=fundamental","pubTime":"2023-01-23 11:56","market":"us","language":"en","title":"Alibaba: Ryan Cohen Is Right","url":"https://stock-news.laohu8.com/highlight/detail?id=2305137769","media":"Seeking Alpha","summary":"SummaryThe last several weeks have seen news item after news item about Alibaba.The most recent big ","content":"<html><head></head><body><h2>Summary</h2><ul><li>The last several weeks have seen news item after news item about Alibaba.</li><li>The most recent big story was that Ryan Cohen of GameStop fame had taken a position in the stock.</li><li>Some investors worried that Cohen&#39;s buy signalled Alibaba deteriorating to meme stock status.</li><li>A close look at Cohen&#39;s investing history reveals that he has invested successfully in profitable companies, as well as meme stocks.</li><li>In this article, I show why Ryan Cohen is right about Alibaba stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caaaeb7cdfa665bf1550cbf2f7307f8f\" tg-width=\"750\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/><span>Michael Loccisano</span></p><p>Recently, the big <b>Alibaba</b> (NYSE:BABA) news was that Ryan Cohen of GameStop (GME) fame took a position, hoping to encourage more buybacks. Initially, investors on Twitter expressed dismay at the news, joking that BABA had now officially become a meme stock. Indeed, I added a little to this discourse myself, tweeting out the following half-joking comment:</p><p><img src=\"https://static.tigerbbs.com/6cea5369c8e31a455acf8272decaa793\" tg-width=\"830\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p>My post sounds like it is expressing negative sentiment, but wasn&#39;t meant to be taken seriously. I have never been a fan of meme stocks, but I know that Ryan Cohen made big returns on his meme investments by buying early. Therefore, I didn&#39;t take his endorsements as a negative.</p><p>Indeed, Ryan Cohen&#39;s buying could be seen as a positive catalyst. Whatever you think of the meme stocks Cohen is associated with, we know that he is pushing Alibaba to do more buybacks, which could create value for shareholders. There are limits to how effective buybacks can be, but given BABA&#39;s modest valuation, they could really work in this case. Alibaba currently has$29 billion in cash on its balance sheet, and generated$3 billion in free cash flow last quarter. Given that the amount of cash this business throws off, it could easily afford to do $10 billion worth of buybacks each year and not run into any solvency issues.</p><p>So, we&#39;ve got Ryan Cohen advocating a policy that could well work for BABA-indeed, a policy that many BABA shareholders have been wanting for years. BABA has been doing buybacks, but so far it hasn&#39;t come anywhere close to hitting the maximum authorized amount. It looks like there&#39;s room for more, and who knows how long these bargain prices will last. For this reason, I think Ryan Cohen&#39;s investment is a neutral to positive factor for Alibaba, not a negative one.</p><h2>Alibaba - The Buyback Situation Explained</h2><p>Given that Ryan Cohen&#39;s activism at Alibaba consists of pushing for more buybacks, it helps to understand where Alibaba stands with respect to buybacks. The company is known to be doing buybacks this year, why does Cohen want more of them?</p><p>Here&#39;s what we know about Alibaba&#39;s buyback program as it stands now:</p><ul><li><p>The maximum dollar value right now is $25 billion.</p></li><li><p>Last year, the maximum was increased by $15 billion.</p></li><li><p>BABA&#39;s annual free cash flow has varied between $7 billion and $28 billion per year.</p></li><li><p>In the most recent quarter, Alibaba&#39;s management cut enough costs that FCF grew 61% year-over-year.</p></li><li><p>Alibaba bought back $2 billion worth of stock last fiscal year, and $5.2 billion worth in the last six months.</p></li></ul><p>So, it looks like Alibaba has authorized $18 billion more in buybacks than have actually occurred. Why are the buybacks proceeding so slowly?</p><p>It all has to do with the distinction between authorized and actual buybacks. A company may authorize its executives to do buybacks for any number of reasons, a simple awareness that the company can afford buybacks may be enough for them to do so. Actually doing a buyback is a very different story. If a company has $29 billion in cash and $68 billion in liquid assets, like Alibaba does, it can certainly afford a buyback. But if it has a $68 billion M&amp;A opportunity that it thinks it can triple its money on quickly, then that might be a better use of funds than a buyback. It is well known that Alibaba is investing large sums of money into its Cloud business right now, aiming to make it the AWS of China. AWS has been a huge success for <b>Amazon</b> (AMZN), adding $5.4 billion per quarter to the bottom line, so it should come as no surprise that BABA&#39;s management keeps investing in the cloud. It could prove a big winner over the long run, possibly a bigger winner than $18 billion worth of buybacks would be.</p><h2>Why Cohen is Right About Buybacks in Principle</h2><p>If Alibaba&#39;s management thinks that investing in its business is a better use of funds than doing buybacks, I won&#39;t disagree with them. With that said, Ryan Cohen is correct in principle that buybacks would provide value to Alibaba&#39;s shareholders. Generally, when a company is profitable, growing and cheap, buybacks will make it more valuable. With that in mind, here are some key metrics on Alibaba&#39;s valuation, growth and profit that demonstrate its stock is worth buying at today&#39;s price.</p><h2>Valuation</h2><p>Alibaba is cheaper than most tech stocks, and cheaper than the S&amp;P 500. Its key valuation ratios include:</p><ul><li><p>P/E: 15.8.</p></li><li><p>Price/sales: 2.6.</p></li><li><p>Price/book: 2.3.</p></li><li><p>Price/operating cash flow: 14.2.</p></li></ul><p>These multiples are all lower than average. For context, the S&amp;P 500 trades at 20 times earnings and 3.7 times book value. So, we&#39;ve got Alibaba trading for less than a typical U.S. stock here. Sounds good, but is Alibaba growing? Let&#39;s take a look.</p><h2>Growth</h2><p>Alibaba&#39;s revenue growth has slowed considerably thanks to China&#39;s zero COVID policy. With lockdowns crushing demand, its trailing 12 month revenue growth slipped to 5.5%. However, the company cut costs, resulting in the following growth rates in the most recent quarter:</p><ul><li><p>Operating income: up 68%.</p></li><li><p>Free cash flow: up 61%.</p></li><li><p>Adjusted net income: up 19%.</p></li></ul><p>Pretty strong growth observed here. Obviously, growth from cost cuts tends to be a one-time affair, but now that China&#39;s Zero COVID policy is officially over, we could see the top-line growth return.</p><h2>Profitability</h2><p>Finally, we have profitability. Alibaba has always been a very profitable company, boasting the following profit metrics for the trailing 12 month period:</p><ul><li><p>Gross profit margin: 36%.</p></li><li><p>EBIT margin: 11.2%.</p></li><li><p>FCF margin: 6%.</p></li><li><p>Net margin: 1.6%.</p></li></ul><p>Obviously, the net margin is a bit weaker than the other metrics, but remember that Alibaba owns a stock portfolio that has been holding back GAAP net income recently. Swap out GAAP net income for adjusted net income and that figure swells to about 10%.</p><h2>Ryan Cohen&#39;s Track Record</h2><p>Having demonstrated that Alibaba is a cheap, profitable, and fast growing company, it&#39;s now time to look at who has been buying it.</p><p>Ryan Cohen is the most famous person to invest in Alibaba recently. Best known for his involvement in meme stocks, Cohen&#39;s name doesn&#39;t necessarily inspire a huge amount of confidence.</p><p>However, after doing some research, I determined that Ryan Cohen&#39;s investing track record is very good. Here&#39;s what we know about Cohen&#39;s investments:</p><ul><li><p>He got his start by founding and growing the company Chewy. He sold it for $3.5 billion.</p></li><li><p>He immediately invested the sales proceeds into <b>Apple</b> (AAPL) at $38.25 and <b>Wells Fargo</b> (WFC) at $46.</p></li><li><p>He achieved a 255% return on Apple and a mildly positive return on WFC if you include dividends.</p></li><li><p>He invested in <b>GameStop</b> (GME) and is sitting on an 890% return.</p></li><li><p>He bought <b>Bed Bath &amp;Beyond</b> (BBBY) and sold at a 56.3% return.</p></li></ul><p>Below is a table showing Ryan Cohen&#39;s recent investment results. As you can see, he doesn&#39;t have a single loser in his portfolio.</p><table><tbody><tr><td><p>Investment</p></td><td><p>Cohen&#39;s buy price</p></td><td><p>Cohen&#39;s sell price</p></td><td><p>Return</p></td></tr><tr><td><p>AAPL</p></td><td><p>$38.25</p></td><td><p>No sale (currently $136)</p></td><td><p>255%</p></td></tr><tr><td><p>WFC</p></td><td><p>$46</p></td><td><p>No known sale (currently $43.5)</p></td><td><p>10.3%</p></td></tr><tr><td><p>GME</p></td><td><p>$2.1</p></td><td><p>$20.79</p></td><td><p>890%</p></td></tr><tr><td><p>BBBY</p></td><td><p>$15.56</p></td><td><p>$24.33</p></td><td><p>56.3%</p></td></tr></tbody></table><p>A note on how I calculated Cohen&#39;s Wells Fargo return:</p><p>WFC stock has paid $7.26 in dividends since the first half of 2017. The stock has declined from $46 to $43.5. Therefore, we have a positive $4.26 return ($7.26 in dividends minus $2.5 in capital losses) for a percentage return of 10.3%, assuming no reinvestment.</p><p>So, basically, Ryan Cohen is up on all of his investments since selling Chewy. His involvement in meme stocks may give off bad optics, but remember that he got into GME extremely early; he was not one of the people calling for the stock to go to $500,000 or anything like that. So, we have evidence of a good capital allocator here. His endorsement of Alibaba is not a negative for current shareholders.</p><h2>The Bottom Line</h2><p>The bottom line on Ryan Cohen&#39;s investment in Alibaba is this:</p><p>It is no thesis-breaker.</p><p>In fact, it&#39;s arguably a slight positive. If you look past the unflattering nature of some of the names Ryan Cohen has bought, you see a capital allocator with a good track record. Cohen got his start buying Apple and Wells Fargo-two value investor favorites-and he made his money on meme stocks by buying long before those stocks entered their speculative mania phase.</p><p>In the meantime, we&#39;ve got Alibaba trading at a cheap valuation, and growing its cash flows at a rapid pace. Who knows whether Cohen&#39;s proposed buybacks are really Alibaba&#39;s <i>best</i> use of funds, but we can say for sure that they wouldn&#39;t hurt.</p><p>Taking everything into consideration, I&#39;m quite comfortable being in Alibaba stock alongside Ryan Cohen. Maybe Cohen will trigger a flurry of buybacks and retail cloners that take the stock to absurd heights, maybe not. My thesis was never based on that outcome anyway. I&#39;d be quite content to see BABA slowly grind up at 20% CAGR over the next three years, which is what I expect to happen.</p><p><i>This article is written by Growth at a Good Price for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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: Ryan Cohen Is Right</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: Ryan Cohen Is Right\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-23 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4571395-alibaba-ryan-cohen-took-position-positive><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe last several weeks have seen news item after news item about Alibaba.The most recent big story was that Ryan Cohen of GameStop fame had taken a position in the stock.Some investors worried ...</p>\n\n<a href=\"https://seekingalpha.com/article/4571395-alibaba-ryan-cohen-took-position-positive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4571395-alibaba-ryan-cohen-took-position-positive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305137769","content_text":"SummaryThe last several weeks have seen news item after news item about Alibaba.The most recent big story was that Ryan Cohen of GameStop fame had taken a position in the stock.Some investors worried that Cohen's buy signalled Alibaba deteriorating to meme stock status.A close look at Cohen's investing history reveals that he has invested successfully in profitable companies, as well as meme stocks.In this article, I show why Ryan Cohen is right about Alibaba stock.Michael LoccisanoRecently, the big Alibaba (NYSE:BABA) news was that Ryan Cohen of GameStop (GME) fame took a position, hoping to encourage more buybacks. Initially, investors on Twitter expressed dismay at the news, joking that BABA had now officially become a meme stock. Indeed, I added a little to this discourse myself, tweeting out the following half-joking comment:My post sounds like it is expressing negative sentiment, but wasn't meant to be taken seriously. I have never been a fan of meme stocks, but I know that Ryan Cohen made big returns on his meme investments by buying early. Therefore, I didn't take his endorsements as a negative.Indeed, Ryan Cohen's buying could be seen as a positive catalyst. Whatever you think of the meme stocks Cohen is associated with, we know that he is pushing Alibaba to do more buybacks, which could create value for shareholders. There are limits to how effective buybacks can be, but given BABA's modest valuation, they could really work in this case. Alibaba currently has$29 billion in cash on its balance sheet, and generated$3 billion in free cash flow last quarter. Given that the amount of cash this business throws off, it could easily afford to do $10 billion worth of buybacks each year and not run into any solvency issues.So, we've got Ryan Cohen advocating a policy that could well work for BABA-indeed, a policy that many BABA shareholders have been wanting for years. BABA has been doing buybacks, but so far it hasn't come anywhere close to hitting the maximum authorized amount. It looks like there's room for more, and who knows how long these bargain prices will last. For this reason, I think Ryan Cohen's investment is a neutral to positive factor for Alibaba, not a negative one.Alibaba - The Buyback Situation ExplainedGiven that Ryan Cohen's activism at Alibaba consists of pushing for more buybacks, it helps to understand where Alibaba stands with respect to buybacks. The company is known to be doing buybacks this year, why does Cohen want more of them?Here's what we know about Alibaba's buyback program as it stands now:The maximum dollar value right now is $25 billion.Last year, the maximum was increased by $15 billion.BABA's annual free cash flow has varied between $7 billion and $28 billion per year.In the most recent quarter, Alibaba's management cut enough costs that FCF grew 61% year-over-year.Alibaba bought back $2 billion worth of stock last fiscal year, and $5.2 billion worth in the last six months.So, it looks like Alibaba has authorized $18 billion more in buybacks than have actually occurred. Why are the buybacks proceeding so slowly?It all has to do with the distinction between authorized and actual buybacks. A company may authorize its executives to do buybacks for any number of reasons, a simple awareness that the company can afford buybacks may be enough for them to do so. Actually doing a buyback is a very different story. If a company has $29 billion in cash and $68 billion in liquid assets, like Alibaba does, it can certainly afford a buyback. But if it has a $68 billion M&A opportunity that it thinks it can triple its money on quickly, then that might be a better use of funds than a buyback. It is well known that Alibaba is investing large sums of money into its Cloud business right now, aiming to make it the AWS of China. AWS has been a huge success for Amazon (AMZN), adding $5.4 billion per quarter to the bottom line, so it should come as no surprise that BABA's management keeps investing in the cloud. It could prove a big winner over the long run, possibly a bigger winner than $18 billion worth of buybacks would be.Why Cohen is Right About Buybacks in PrincipleIf Alibaba's management thinks that investing in its business is a better use of funds than doing buybacks, I won't disagree with them. With that said, Ryan Cohen is correct in principle that buybacks would provide value to Alibaba's shareholders. Generally, when a company is profitable, growing and cheap, buybacks will make it more valuable. With that in mind, here are some key metrics on Alibaba's valuation, growth and profit that demonstrate its stock is worth buying at today's price.ValuationAlibaba is cheaper than most tech stocks, and cheaper than the S&P 500. Its key valuation ratios include:P/E: 15.8.Price/sales: 2.6.Price/book: 2.3.Price/operating cash flow: 14.2.These multiples are all lower than average. For context, the S&P 500 trades at 20 times earnings and 3.7 times book value. So, we've got Alibaba trading for less than a typical U.S. stock here. Sounds good, but is Alibaba growing? Let's take a look.GrowthAlibaba's revenue growth has slowed considerably thanks to China's zero COVID policy. With lockdowns crushing demand, its trailing 12 month revenue growth slipped to 5.5%. However, the company cut costs, resulting in the following growth rates in the most recent quarter:Operating income: up 68%.Free cash flow: up 61%.Adjusted net income: up 19%.Pretty strong growth observed here. Obviously, growth from cost cuts tends to be a one-time affair, but now that China's Zero COVID policy is officially over, we could see the top-line growth return.ProfitabilityFinally, we have profitability. Alibaba has always been a very profitable company, boasting the following profit metrics for the trailing 12 month period:Gross profit margin: 36%.EBIT margin: 11.2%.FCF margin: 6%.Net margin: 1.6%.Obviously, the net margin is a bit weaker than the other metrics, but remember that Alibaba owns a stock portfolio that has been holding back GAAP net income recently. Swap out GAAP net income for adjusted net income and that figure swells to about 10%.Ryan Cohen's Track RecordHaving demonstrated that Alibaba is a cheap, profitable, and fast growing company, it's now time to look at who has been buying it.Ryan Cohen is the most famous person to invest in Alibaba recently. Best known for his involvement in meme stocks, Cohen's name doesn't necessarily inspire a huge amount of confidence.However, after doing some research, I determined that Ryan Cohen's investing track record is very good. Here's what we know about Cohen's investments:He got his start by founding and growing the company Chewy. He sold it for $3.5 billion.He immediately invested the sales proceeds into Apple (AAPL) at $38.25 and Wells Fargo (WFC) at $46.He achieved a 255% return on Apple and a mildly positive return on WFC if you include dividends.He invested in GameStop (GME) and is sitting on an 890% return.He bought Bed Bath &Beyond (BBBY) and sold at a 56.3% return.Below is a table showing Ryan Cohen's recent investment results. As you can see, he doesn't have a single loser in his portfolio.InvestmentCohen's buy priceCohen's sell priceReturnAAPL$38.25No sale (currently $136)255%WFC$46No known sale (currently $43.5)10.3%GME$2.1$20.79890%BBBY$15.56$24.3356.3%A note on how I calculated Cohen's Wells Fargo return:WFC stock has paid $7.26 in dividends since the first half of 2017. The stock has declined from $46 to $43.5. Therefore, we have a positive $4.26 return ($7.26 in dividends minus $2.5 in capital losses) for a percentage return of 10.3%, assuming no reinvestment.So, basically, Ryan Cohen is up on all of his investments since selling Chewy. His involvement in meme stocks may give off bad optics, but remember that he got into GME extremely early; he was not one of the people calling for the stock to go to $500,000 or anything like that. So, we have evidence of a good capital allocator here. His endorsement of Alibaba is not a negative for current shareholders.The Bottom LineThe bottom line on Ryan Cohen's investment in Alibaba is this:It is no thesis-breaker.In fact, it's arguably a slight positive. If you look past the unflattering nature of some of the names Ryan Cohen has bought, you see a capital allocator with a good track record. Cohen got his start buying Apple and Wells Fargo-two value investor favorites-and he made his money on meme stocks by buying long before those stocks entered their speculative mania phase.In the meantime, we've got Alibaba trading at a cheap valuation, and growing its cash flows at a rapid pace. Who knows whether Cohen's proposed buybacks are really Alibaba's best use of funds, but we can say for sure that they wouldn't hurt.Taking everything into consideration, I'm quite comfortable being in Alibaba stock alongside Ryan Cohen. Maybe Cohen will trigger a flurry of buybacks and retail cloners that take the stock to absurd heights, maybe not. My thesis was never based on that outcome anyway. I'd be quite content to see BABA slowly grind up at 20% CAGR over the next three years, which is what I expect to happen.This article is written by Growth at a Good Price for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956708468,"gmtCreate":1674181799954,"gmtModify":1676538928197,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956708468","repostId":"2304672491","repostType":4,"repost":{"id":"2304672491","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674183299,"share":"https://ttm.financial/m/news/2304672491?lang=&edition=fundamental","pubTime":"2023-01-20 10:54","market":"us","language":"en","title":"Google to Delay Portion of Staff Bonus","url":"https://stock-news.laohu8.com/highlight/detail?id=2304672491","media":"Reuters","summary":"(Reuters) - Alphabet Inc's Google is deferring a portion of its employees' year-end bonuses as part ","content":"<html><head></head><body><p>(Reuters) - Alphabet Inc&#39;s Google is deferring a portion of its employees&#39; year-end bonuses as part of a transition to a new performance management system, the search engine giant said on Thursday.</p><p>The company will pay 80% advance bonus to eligible employees initially and the remainder in later months, a spokesperson told Reuters, adding that the move was communicated to staff last year.</p><p>The development comes amid tech companies&#39; attempts to limit spending amid a broader slowdown in demand and deteriorating economic conditions.</p><p>Alphabet has so far announced cuts impacting over 200 employees in its health sciences division even as its megacap peers Amazon.com Inc, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc    and <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> have let go thousands of employees.</p><p>The advance bonus will be paid in January and the remaining 20% in March or April, helping Google spread out costs to the next quarter, according to a CNBC, which first reported the story. All bonuses next year onwards will be paid in March, the report added.</p><p>Google typically paid full bonuses in the first month of the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google to Delay Portion of Staff Bonus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle to Delay Portion of Staff Bonus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-20 10:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Alphabet Inc&#39;s Google is deferring a portion of its employees&#39; year-end bonuses as part of a transition to a new performance management system, the search engine giant said on Thursday.</p><p>The company will pay 80% advance bonus to eligible employees initially and the remainder in later months, a spokesperson told Reuters, adding that the move was communicated to staff last year.</p><p>The development comes amid tech companies&#39; attempts to limit spending amid a broader slowdown in demand and deteriorating economic conditions.</p><p>Alphabet has so far announced cuts impacting over 200 employees in its health sciences division even as its megacap peers Amazon.com Inc, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc    and <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> have let go thousands of employees.</p><p>The advance bonus will be paid in January and the remaining 20% in March or April, helping Google spread out costs to the next quarter, according to a CNBC, which first reported the story. All bonuses next year onwards will be paid in March, the report added.</p><p>Google typically paid full bonuses in the first month of the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304672491","content_text":"(Reuters) - Alphabet Inc's Google is deferring a portion of its employees' year-end bonuses as part of a transition to a new performance management system, the search engine giant said on Thursday.The company will pay 80% advance bonus to eligible employees initially and the remainder in later months, a spokesperson told Reuters, adding that the move was communicated to staff last year.The development comes amid tech companies' attempts to limit spending amid a broader slowdown in demand and deteriorating economic conditions.Alphabet has so far announced cuts impacting over 200 employees in its health sciences division even as its megacap peers Amazon.com Inc, Meta Platforms Inc    and Microsoft Corp have let go thousands of employees.The advance bonus will be paid in January and the remaining 20% in March or April, helping Google spread out costs to the next quarter, according to a CNBC, which first reported the story. All bonuses next year onwards will be paid in March, the report added.Google typically paid full bonuses in the first month of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9958867741,"gmtCreate":1673691682484,"gmtModify":1676538875354,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958867741","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</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>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</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\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\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\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927687972,"gmtCreate":1672472263397,"gmtModify":1676538695670,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927687972","repostId":"2295181713","repostType":4,"repost":{"id":"2295181713","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1672441484,"share":"https://ttm.financial/m/news/2295181713?lang=&edition=fundamental","pubTime":"2022-12-31 07:04","market":"us","language":"en","title":"US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=2295181713","media":"Reuters","summary":"Wall St booked biggest annual percentage drop since 2008S&P market cap declined by about $8 billion ","content":"<html><head></head><body><ul><li>Wall St booked biggest annual percentage drop since 2008</li><li>S&amp;P market cap declined by about $8 billion in 2022</li><li>Indexes down: Dow 0.22%, S&amp;P 500 0.25%, Nasdaq 0.11%</li></ul><p>U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.</p><p>Wall Street&#39;s three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve&#39;s fastest pace of rate hikes since the 1980s.</p><p>The benchmark S&amp;P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.</p><p>The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed&#39;s rapid interest rate hikes boost U.S. Treasury yields.</p><p>&#34;The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,&#34; said Sam Stovall, chief investment strategist at CFRA Research.</p><p>He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China&#39;s surging COVID cases and uncertainties over Taiwan.</p><p>Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.</p><p>Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&amp;P 500 growth index   , down between 28% and 66% in 2022.</p><p>The S&amp;P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.</p><p>Energy has recorded stellar annual gains of 59% as oil prices surged.</p><p>Ten of the 11 S&amp;P sector indexes dropped on Friday, led by real estate and utilities.</p><p>&#34;The housing market has really slowed down and the values of people&#39;s homes have declined off of the highs earlier this year,&#34; said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.</p><p>&#34;That affects people&#39;s mind frame and actually affects their spending a little bit.&#34;</p><p>The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.</p><p>Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.</p><p>Money market participants see 65% odds of a 25-basis-point hike in the Fed&#39;s February meeting, with rates expected to peak at 4.97% by mid-2023.</p><p>The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&amp;P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.</p><p>Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008</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 St Ends 2022 With Biggest Annual Drop Since 2008\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\">2022-12-31 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall St booked biggest annual percentage drop since 2008</li><li>S&amp;P market cap declined by about $8 billion in 2022</li><li>Indexes down: Dow 0.22%, S&amp;P 500 0.25%, Nasdaq 0.11%</li></ul><p>U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.</p><p>Wall Street&#39;s three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve&#39;s fastest pace of rate hikes since the 1980s.</p><p>The benchmark S&amp;P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.</p><p>The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed&#39;s rapid interest rate hikes boost U.S. Treasury yields.</p><p>&#34;The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,&#34; said Sam Stovall, chief investment strategist at CFRA Research.</p><p>He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China&#39;s surging COVID cases and uncertainties over Taiwan.</p><p>Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.</p><p>Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&amp;P 500 growth index   , down between 28% and 66% in 2022.</p><p>The S&amp;P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.</p><p>Energy has recorded stellar annual gains of 59% as oil prices surged.</p><p>Ten of the 11 S&amp;P sector indexes dropped on Friday, led by real estate and utilities.</p><p>&#34;The housing market has really slowed down and the values of people&#39;s homes have declined off of the highs earlier this year,&#34; said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.</p><p>&#34;That affects people&#39;s mind frame and actually affects their spending a little bit.&#34;</p><p>The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.</p><p>Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.</p><p>Money market participants see 65% odds of a 25-basis-point hike in the Fed&#39;s February meeting, with rates expected to peak at 4.97% by mid-2023.</p><p>The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&amp;P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.</p><p>Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295181713","content_text":"Wall St booked biggest annual percentage drop since 2008S&P market cap declined by about $8 billion in 2022Indexes down: Dow 0.22%, S&P 500 0.25%, Nasdaq 0.11%U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.Wall Street's three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve's fastest pace of rate hikes since the 1980s.The benchmark S&P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed's rapid interest rate hikes boost U.S. Treasury yields.\"The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,\" said Sam Stovall, chief investment strategist at CFRA Research.He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China's surging COVID cases and uncertainties over Taiwan.Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&P 500 growth index   , down between 28% and 66% in 2022.The S&P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.Energy has recorded stellar annual gains of 59% as oil prices surged.Ten of the 11 S&P sector indexes dropped on Friday, led by real estate and utilities.\"The housing market has really slowed down and the values of people's homes have declined off of the highs earlier this year,\" said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.\"That affects people's mind frame and actually affects their spending a little bit.\"The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.Money market participants see 65% odds of a 25-basis-point hike in the Fed's February meeting, with rates expected to peak at 4.97% by mid-2023.The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952861192,"gmtCreate":1674615475916,"gmtModify":1676538949158,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952861192","repostId":"2306495123","repostType":4,"repost":{"id":"2306495123","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674603819,"share":"https://ttm.financial/m/news/2306495123?lang=&edition=fundamental","pubTime":"2023-01-25 07:43","market":"us","language":"en","title":"Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=2306495123","media":"Dow Jones","summary":"Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Str","content":"<html><head></head><body><p>Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours trading</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0824503f0217521fd863e450d46b66b5\" tg-width=\"700\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><span>Microsoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGES</span></p><p>Microsoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.</p><p>Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.</p><p>Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.</p><p>For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.</p><p>Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.</p><p>Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.</p><p><img src=\"https://static.tigerbbs.com/971139206e2a87539d9529660f5eb038\" tg-width=\"826\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.</p><p>Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.</p><p>“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.</p><p>Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.</p><p>“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.</p><p>Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.</p><p>Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.</p><p>Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.</p><p>Microsoft shares have declined 18.4% in the past 12 months, as the S&amp;P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.</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>Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration</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\">\nMicrosoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration\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\">2023-01-25 07:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours trading</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0824503f0217521fd863e450d46b66b5\" tg-width=\"700\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><span>Microsoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGES</span></p><p>Microsoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.</p><p>Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.</p><p>Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.</p><p>For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.</p><p>Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.</p><p>Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.</p><p><img src=\"https://static.tigerbbs.com/971139206e2a87539d9529660f5eb038\" tg-width=\"826\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.</p><p>Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.</p><p>“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.</p><p>Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.</p><p>“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.</p><p>Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.</p><p>Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.</p><p>Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.</p><p>Microsoft shares have declined 18.4% in the past 12 months, as the S&amp;P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4548":"巴美列捷福持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4528":"SaaS概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4532":"文艺复兴科技持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","MSFT":"微软","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4576":"AR","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4504":"桥水持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4503":"景林资产持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4097":"系统软件","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306495123","content_text":"Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours tradingMicrosoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGESMicrosoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.Microsoft shares have declined 18.4% in the past 12 months, as the S&P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989694859,"gmtCreate":1665981421571,"gmtModify":1676537687352,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989694859","repostId":"1140313568","repostType":4,"repost":{"id":"1140313568","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665978652,"share":"https://ttm.financial/m/news/1140313568?lang=&edition=fundamental","pubTime":"2022-10-17 11:50","market":"us","language":"en","title":"Value Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=1140313568","media":"Dow Jones","summary":"Value stocks have broken a correlation with inflation expectations, suggesting they have staying pow","content":"<html><head></head><body><p>Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.</p><p>Value stocks over the past two months have become even more compelling investments.</p><p>Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)</p><p>Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/cd917e3224b565dcdd08c396f87d6a1e\" tg-width=\"700\" tg-height=\"471\" width=\"100%\" height=\"auto\"/>This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.</p><p>What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)</p><p>Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.</p><p>The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&amp;P 500 Value ETF VOOV, with an expense ratio of 0.10%.</p><h3>Highly regarded value stocks</h3><p>If you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&amp;P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)</p><p><img src=\"https://static.tigerbbs.com/62362e49ecaff2bb62ab6245a8f98ffc\" tg-width=\"879\" tg-height=\"592\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets</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\">\nValue Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-17 11:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.</p><p>Value stocks over the past two months have become even more compelling investments.</p><p>Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)</p><p>Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/cd917e3224b565dcdd08c396f87d6a1e\" tg-width=\"700\" tg-height=\"471\" width=\"100%\" height=\"auto\"/>This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.</p><p>What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)</p><p>Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.</p><p>The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&amp;P 500 Value ETF VOOV, with an expense ratio of 0.10%.</p><h3>Highly regarded value stocks</h3><p>If you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&amp;P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)</p><p><img src=\"https://static.tigerbbs.com/62362e49ecaff2bb62ab6245a8f98ffc\" tg-width=\"879\" tg-height=\"592\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","CVS":"西维斯健康","CMCSA":"康卡斯特"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140313568","content_text":"Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.Value stocks over the past two months have become even more compelling investments.Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&P 500 Value ETF VOOV, with an expense ratio of 0.10%.Highly regarded value stocksIf you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888674674,"gmtCreate":1631496700498,"gmtModify":1676530557281,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/888674674","repostId":"1189681182","repostType":4,"repost":{"id":"1189681182","kind":"news","pubTimestamp":1631495782,"share":"https://ttm.financial/m/news/1189681182?lang=&edition=fundamental","pubTime":"2021-09-13 09:16","market":"us","language":"en","title":"Secret to Apple’s iPhone Sales Boom: Big 5G Deals From Wireless Carriers","url":"https://stock-news.laohu8.com/highlight/detail?id=1189681182","media":"WSJ","summary":"Apple Inc.’s iPhone sales have been booming since it launched models last year with ultrafast 5G cel","content":"<p>Apple Inc.’s&nbsp;iPhone sales have been booming since it launched models last year with ultrafast 5G cellular capability—boosted in large part by wireless companies’ attractive offers to get customers using the new technology.</p>\n<p>Verizon Communications Inc.,&nbsp;AT&amp;T Inc.&nbsp;and T-Mobile US Inc. &nbsp;have rolled out huge subsidies over the past year to retain customers and reduce the cost of buying new iPhones so users will upgrade to their 5G services. As Apple prepares to show off a new crop of 5G-enabled iPhones Tuesday, a big question is how long that expensive fight among the carriers for customers will continue to propel iPhone sales.</p>\n<p>The newest iPhones—set to be showcased at Apple’s annual September event, which will be livestreamed—are expected to be more evolutionary than revolutionary. Apple is expected to keep the small, regular and larger sizes and come out with improved camera capabilities.</p>\n<p>The expectations have set the stage for a less dramatic technological leap than last fall, when the phones added 5G, the first big update since the iPhone X in 2017 and the iPhone 6 in 2014. Those new phones helped fuel record sales in their respective inaugural 12 months.</p>\n<p>The Cupertino, Calif., company is on pace to sell a record 239 million iPhones in the fiscal year that ends later this month, a 27% increase from the previous year, according to estimates by analysts surveyed by FactSet. Apple no longer breaks out units shipped but has said iPhone revenue rose 38% in the first nine months of the fiscal year.</p>\n<p>Asked several times this year about the potential for continued growth, Chief Executive Tim Cook has remained optimistic. “We’re in the very early innings of 5G,” he told analysts in July. “If you look at 5G penetration around the world, there’s only a couple of countries that are in the double-digits yet. And so that’s an amazing thing nine months or so into this.”</p>\n<p>Less than 5% of U.S. buyers actually cited the 5G technology as a motivator to buy their phones, according to customer surveys conducted by Consumer Intelligence Research Partners. The three big mobile network operators have been building out their capabilities for the fifth-generation cellular standard, which holds the promise of moving data over the air quicker and in more volume than before, helping improve the quality of video chats, improve online videogames and usher in new uses.</p>\n<p>But the lack of a killer use for 5G has meant a lot of people haven’t paid attention to it. “The people we talked to for surveys don’t even know about it,” said Michael Levin, Consumer Intelligence Research co-founder.</p>\n<p>5G wasn’t a factor for Justin Jacob, a 25-year-old copywriter in suburban Detroit. Instead, he said, his interest was piqued by updates to the phone’s cameras, and he was ultimately convinced to ditch his iPhone XS for the iPhone 12 Pro, which starts at $999, because of a deal offered by Verizon last fall.</p>\n<p>Mr. Jacob said the carrier offered him around $500 for his old phone and a monthly payment of $21 over 18 months for the new one while his previous carrier offered $245 for a trade-in and wanted money up front for the next device. “It was just the best deal I’ve ever had,” he said. “And my wife did the same thing.”</p>\n<p>They weren’t alone in landing sweet deals. The arrival of mainstream 5G phones in the U.S. last fall was seen as a potential catalyst for carriers to poach customers from rivals, especially as a large number of iPhone users were seen as ripe for upgrading after putting it off for several years. The carriers have been investing heavily to build out their 5G networks and have incentive to show a continuing customer base for the new offerings.</p>\n<p>The latest battle between carriers began to emerge ahead of the iPhone 12’s arrival. Last year, AT&amp;T, which had a lot of legacy iPhone users, started targeting incentives at existing customers to upgrade rather than just trying to lure new ones in from competitors, said Cliff Maldonado, principal analyst for BayStreet Research.</p>\n<p>“The carriers are fighting like mad,” Mr. Maldonado said. “I tell my clients it can get a lot more aggressive because every carrier has reasons to grow.”</p>\n<p>Carriers more than doubled their incentive spending during the past three quarters compared with a year earlier, according to estimates by BayStreet Research, which tracks device sales. The average customer saw around $200 of benefit compared with about $100 a year earlier, the consulting firm’s data estimates.</p>\n<p>The advertised deals had some eye-popping numbers, including offering some customers brand-new devices for no money down or small monthly payments stretched over many months. Recently AT&amp;T was offering up to $700 credits for trades for a new iPhone Pro that would then cost $8.31 a month for three years.</p>\n<p>Some industry observers have questioned how long the carrier will continue the fight. Asked by an analyst in August if AT&amp;T might rein in its subsidies spending, Chief Financial Officer Pascal Desroches said the company was happy with the results. “The offers that we have out there are competitive, and they’re very profitable for us,” he said. “So for the foreseeable future, I don’t see any changes in that.”</p>\n<p>In many ways, it is a return to the original way customers acquired their iPhones when they were heavily subsidized by the carriers eager to win business and lock users into two-year contracts. But as the smartphone market matured, carriers shifted their strategies around 2014 to put the phone’s cost on the customers’ shoulders through monthly payment plans.</p>\n<p>As customers, such as Mr. Jacob, benefit from a return to a carrier-subsidized phone, so does Apple, especially as buyers gravitate to the more expensive models.</p>\n<p>The tech giant is seeing the average selling price of iPhones rise 12% to $829 this fiscal year, according to analyst estimates. The higher price has helped contribute to three consecutive blockbuster quarters this fiscal year and, according to analyst expectations, puts Apple on track to possibly earn a record of more than $93 billion for the fiscal year that ends this month.</p>\n<p>“Anything that reduces the price to the customer is good for the customer and obviously good for the carrier that’s doing it and good for us as well,” Mr. Cook said earlier this year. He said he believes carrier competition will continue. “And so it’s a win across the board.”</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>Secret to Apple’s iPhone Sales Boom: Big 5G Deals From Wireless Carriers</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\">\nSecret to Apple’s iPhone Sales Boom: Big 5G Deals From Wireless Carriers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/secret-to-apples-iphone-sales-boom-big-5g-deals-from-wireless-carriers-11631448003?mod=hp_lead_pos4><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc.’s iPhone sales have been booming since it launched models last year with ultrafast 5G cellular capability—boosted in large part by wireless companies’ attractive offers to get customers ...</p>\n\n<a href=\"https://www.wsj.com/articles/secret-to-apples-iphone-sales-boom-big-5g-deals-from-wireless-carriers-11631448003?mod=hp_lead_pos4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TMUS":"T-Mobile US Inc","T":"美国电话电报","VZ":"威瑞森","AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/secret-to-apples-iphone-sales-boom-big-5g-deals-from-wireless-carriers-11631448003?mod=hp_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189681182","content_text":"Apple Inc.’s iPhone sales have been booming since it launched models last year with ultrafast 5G cellular capability—boosted in large part by wireless companies’ attractive offers to get customers using the new technology.\nVerizon Communications Inc., AT&T Inc. and T-Mobile US Inc.  have rolled out huge subsidies over the past year to retain customers and reduce the cost of buying new iPhones so users will upgrade to their 5G services. As Apple prepares to show off a new crop of 5G-enabled iPhones Tuesday, a big question is how long that expensive fight among the carriers for customers will continue to propel iPhone sales.\nThe newest iPhones—set to be showcased at Apple’s annual September event, which will be livestreamed—are expected to be more evolutionary than revolutionary. Apple is expected to keep the small, regular and larger sizes and come out with improved camera capabilities.\nThe expectations have set the stage for a less dramatic technological leap than last fall, when the phones added 5G, the first big update since the iPhone X in 2017 and the iPhone 6 in 2014. Those new phones helped fuel record sales in their respective inaugural 12 months.\nThe Cupertino, Calif., company is on pace to sell a record 239 million iPhones in the fiscal year that ends later this month, a 27% increase from the previous year, according to estimates by analysts surveyed by FactSet. Apple no longer breaks out units shipped but has said iPhone revenue rose 38% in the first nine months of the fiscal year.\nAsked several times this year about the potential for continued growth, Chief Executive Tim Cook has remained optimistic. “We’re in the very early innings of 5G,” he told analysts in July. “If you look at 5G penetration around the world, there’s only a couple of countries that are in the double-digits yet. And so that’s an amazing thing nine months or so into this.”\nLess than 5% of U.S. buyers actually cited the 5G technology as a motivator to buy their phones, according to customer surveys conducted by Consumer Intelligence Research Partners. The three big mobile network operators have been building out their capabilities for the fifth-generation cellular standard, which holds the promise of moving data over the air quicker and in more volume than before, helping improve the quality of video chats, improve online videogames and usher in new uses.\nBut the lack of a killer use for 5G has meant a lot of people haven’t paid attention to it. “The people we talked to for surveys don’t even know about it,” said Michael Levin, Consumer Intelligence Research co-founder.\n5G wasn’t a factor for Justin Jacob, a 25-year-old copywriter in suburban Detroit. Instead, he said, his interest was piqued by updates to the phone’s cameras, and he was ultimately convinced to ditch his iPhone XS for the iPhone 12 Pro, which starts at $999, because of a deal offered by Verizon last fall.\nMr. Jacob said the carrier offered him around $500 for his old phone and a monthly payment of $21 over 18 months for the new one while his previous carrier offered $245 for a trade-in and wanted money up front for the next device. “It was just the best deal I’ve ever had,” he said. “And my wife did the same thing.”\nThey weren’t alone in landing sweet deals. The arrival of mainstream 5G phones in the U.S. last fall was seen as a potential catalyst for carriers to poach customers from rivals, especially as a large number of iPhone users were seen as ripe for upgrading after putting it off for several years. The carriers have been investing heavily to build out their 5G networks and have incentive to show a continuing customer base for the new offerings.\nThe latest battle between carriers began to emerge ahead of the iPhone 12’s arrival. Last year, AT&T, which had a lot of legacy iPhone users, started targeting incentives at existing customers to upgrade rather than just trying to lure new ones in from competitors, said Cliff Maldonado, principal analyst for BayStreet Research.\n“The carriers are fighting like mad,” Mr. Maldonado said. “I tell my clients it can get a lot more aggressive because every carrier has reasons to grow.”\nCarriers more than doubled their incentive spending during the past three quarters compared with a year earlier, according to estimates by BayStreet Research, which tracks device sales. The average customer saw around $200 of benefit compared with about $100 a year earlier, the consulting firm’s data estimates.\nThe advertised deals had some eye-popping numbers, including offering some customers brand-new devices for no money down or small monthly payments stretched over many months. Recently AT&T was offering up to $700 credits for trades for a new iPhone Pro that would then cost $8.31 a month for three years.\nSome industry observers have questioned how long the carrier will continue the fight. Asked by an analyst in August if AT&T might rein in its subsidies spending, Chief Financial Officer Pascal Desroches said the company was happy with the results. “The offers that we have out there are competitive, and they’re very profitable for us,” he said. “So for the foreseeable future, I don’t see any changes in that.”\nIn many ways, it is a return to the original way customers acquired their iPhones when they were heavily subsidized by the carriers eager to win business and lock users into two-year contracts. But as the smartphone market matured, carriers shifted their strategies around 2014 to put the phone’s cost on the customers’ shoulders through monthly payment plans.\nAs customers, such as Mr. Jacob, benefit from a return to a carrier-subsidized phone, so does Apple, especially as buyers gravitate to the more expensive models.\nThe tech giant is seeing the average selling price of iPhones rise 12% to $829 this fiscal year, according to analyst estimates. The higher price has helped contribute to three consecutive blockbuster quarters this fiscal year and, according to analyst expectations, puts Apple on track to possibly earn a record of more than $93 billion for the fiscal year that ends this month.\n“Anything that reduces the price to the customer is good for the customer and obviously good for the carrier that’s doing it and good for us as well,” Mr. Cook said earlier this year. He said he believes carrier competition will continue. “And so it’s a win across the board.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815987025,"gmtCreate":1630635937967,"gmtModify":1676530362507,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/815987025","repostId":"2164829818","repostType":4,"repost":{"id":"2164829818","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630615505,"share":"https://ttm.financial/m/news/2164829818?lang=&edition=fundamental","pubTime":"2021-09-03 04:45","market":"us","language":"en","title":"S&P, Nasdaq edge to record closes, energy stocks buoyant","url":"https://stock-news.laohu8.com/highlight/detail?id=2164829818","media":"Reuters","summary":"Energy stocks rally on oil price gains\nWeekly jobless claims fall\nIndexes up: Dow 0.37%, S&P 0.28%, ","content":"<ul>\n <li>Energy stocks rally on oil price gains</li>\n <li>Weekly jobless claims fall</li>\n <li>Indexes up: Dow 0.37%, S&amp;P 0.28%, Nasdaq 0.14%</li>\n</ul>\n<p>Sept 2 (Reuters) - The S&amp;P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.</p>\n<p>The energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.</p>\n<p>Cabot Oil &amp; Gas Corp and Occidental Petroleum Corp&nbsp;were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.</p>\n<p>The technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.</p>\n<p>Amazon.com Inc, Microsoft Corp, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.</p>\n<p>U.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.</p>\n<p>Still, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.</p>\n<p>\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.</p>\n<p>Data on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.</p>\n<p>\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"</p>\n<p>The Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&amp;P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.</p>\n<p>Despite deadly flash floods in New York City, trading on Wall Street was operating normally.</p>\n<p>Wells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.</p>\n<p>Volume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 78 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)</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>S&P, Nasdaq edge to record closes, energy stocks buoyant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P, Nasdaq edge to record closes, energy stocks buoyant\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-03 04:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Energy stocks rally on oil price gains</li>\n <li>Weekly jobless claims fall</li>\n <li>Indexes up: Dow 0.37%, S&amp;P 0.28%, Nasdaq 0.14%</li>\n</ul>\n<p>Sept 2 (Reuters) - The S&amp;P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.</p>\n<p>The energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.</p>\n<p>Cabot Oil &amp; Gas Corp and Occidental Petroleum Corp&nbsp;were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.</p>\n<p>The technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.</p>\n<p>Amazon.com Inc, Microsoft Corp, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.</p>\n<p>U.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.</p>\n<p>Still, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.</p>\n<p>\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.</p>\n<p>Data on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.</p>\n<p>\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"</p>\n<p>The Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&amp;P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.</p>\n<p>Despite deadly flash floods in New York City, trading on Wall Street was operating normally.</p>\n<p>Wells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.</p>\n<p>Volume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 78 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164829818","content_text":"Energy stocks rally on oil price gains\nWeekly jobless claims fall\nIndexes up: Dow 0.37%, S&P 0.28%, Nasdaq 0.14%\n\nSept 2 (Reuters) - The S&P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.\nThe energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.\nCabot Oil & Gas Corp and Occidental Petroleum Corp were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.\nThe technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.\nAmazon.com Inc, Microsoft Corp, Facebook Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.\nU.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.\nStill, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.\n\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.\nData on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.\n\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at BNP Paribas.\n\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"\nThe Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.\nDespite deadly flash floods in New York City, trading on Wall Street was operating normally.\nWells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.\nVolume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.\nThe S&P 500 posted 78 new 52-week highs and one new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.\n(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928693790,"gmtCreate":1671252058710,"gmtModify":1676538516064,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928693790","repostId":"2292004292","repostType":4,"repost":{"id":"2292004292","kind":"highlight","pubTimestamp":1671248962,"share":"https://ttm.financial/m/news/2292004292?lang=&edition=fundamental","pubTime":"2022-12-17 11:49","market":"us","language":"en","title":"Tesla: Potential 38.6% Annualized Return","url":"https://stock-news.laohu8.com/highlight/detail?id=2292004292","media":"Seeking Alpha","summary":"SummaryTesla is expanding their product offerings.There are numerous potential positive and negative","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla is expanding their product offerings.</li><li>There are numerous potential positive and negative impacts for 2023.</li><li>The Inflation Reduction Act may provide a $7,500 incentive on some vehicles beginning on 1/1/23.</li></ul><h2>Investment Thesis</h2><p>Tesla (NASDAQ:TSLA) should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. TSLA can provide an excellent return from the covered call premium even if the stock does not move much.</p><h2>Tesla</h2><p>Global deliveries in 2021 were a little over 936,000 units. The 2021 breakdown of Tesla&#39;s total revenues by country were U.S. (44.5%), China (25.7%), and Other (29.8%). Tesla has ambitious growth plans, but the output may be restricted by global semiconductor shortages and supply chain issues, at least in the near term.</p><p>Its stores do not carry extensive inventories, and many customers choose to customize their vehicles. Tesla has four reportable segments: Automotive sales (84.7% of total 2021 revenues), Automotive Leasing (3.1%), Services &amp; Other (7.1%), and Energy Generation &amp; Storage (5.2%).</p><p>TSLA has annual sales of $74.8B with 99.3K employees. They are 44.7% owned by institutions, with 3.0% short interest. Their return on equity is 28.1%, and they have a 25.0% return on invested capital. The free cash flow yield per share is 1.6%, and their buyback yield per share is 0.0%. Their Piotroski F-score is eight, indicating strength. They have a price-to-book ratio of 12.5.</p><h2>Potential Positive Impacts For 2023</h2><ol><li>Tesla is expanding their product offerings. The first deliveries of the Semi were achieved on December 1, 2022, which should be followed by the Cybertruck (late 2023), Roadster, and Optimus robot. The Cybertruck is believed to have reservations of more than 1.5 million. Eventually, Tesla will roll out more affordable sedans and SUV platforms in the coming years.</li><li>Tesla recently opened new plants in Texas and Germany.</li><li>TSLA is a big winner from the Inflation Reduction Act, as most versions of the industry&#39;s two best-selling EVs (the Model Y and Model 3) will probably become eligible for the $7,500 federal EV tax credit, effective January 1, 2023.</li><li>Tesla continually plans to reduce battery costs and boost vehicle range.</li><li>China will reopen eventually.</li><li>Gas prices are higher.</li><li>Tesla has virtually no debt and continues to spend little to nothing on advertising.</li></ol><h2>Potential Negative Impacts For 2023</h2><ol><li>Big automakers are introducing more and more EV vehicles at lower prices.</li><li>A recession may temporarily reduce sales.</li><li>Higher interest rates may temporarily reduce sales.</li><li>Global semiconductor shortages and supply chain issues are improving, but the output may still be restricted.</li><li>Elon Musk has sold over $23 billion in stock this year, presumably to fund Twitter, and he may sell more shares. (The Twitter impact on Tesla will probably fade, especially if a Twitter CEO is announced.)</li><li>TSLA stock ownership is about 44% institutions, 16% insiders, and 40% retail investors, any of whom may not hold shares waiting for a rebound.</li><li>Higher raw material, logistics, labor, and warranty costs may continue to be a headwind.</li></ol><h2>Q3 Quarterly Results</h2><p>TSLA announced record Q3 earnings in their October 19th press release.</p><ul><li>Production of 365K vehicles</li><li>Delivery of 343K vehicles</li><li>Operating cash flow less Capex (free cash flow) was $3.3B</li><li>Cash and marketable securities increased by $2.2B to $21.1B</li><li>Operating margin was 17.2%</li><li>Revenue grew 56% vs. last year</li></ul><p>Musk mentioned the following about growth on the conference call.</p><blockquote>Actually, one caveat, I should say, is growing production by 50% every year because of deliveries -- we&#39;re trying to smooth out the deliveries and not have this crazy delivery rate at the end of every quarter, so. In fact, we&#39;re just fundamentally running out of -- there weren&#39;t enough boats, there weren&#39;t enough trains, there weren&#39;t enough car carriers to actually support the wave because it got too big. So, whether we like it or not, we actually have to smooth out the delivery of cars intra-quarter because there aren&#39;t just enough transportation objects to move them around.</blockquote><p>Musk responded to questions about the product.</p><blockquote>So, we&#39;ll be handing over our first production Tesla Semis to Pepsi on December 1. I&#39;ll be there in person.</blockquote><blockquote>Yes, exactly; very important, no sacrifice to cargo capacity, 500-mile range. To be clear, 500 miles with the cargo. Yes, 500 miles with the cargo on level ground. Yes, sure. Not up. It&#39;s excellent. But the point is, it&#39;s a long-range truck and even with heavy cargo. And the number of times people tell, no, you can&#39;t -- it&#39;s impossible to make a long-range heavy-duty Class A truck. And then, I&#39;ll ask, well, what are your assumptions about what hour kilogram and what hours per mile, and they look at me with a blank stare and then say hydrogen. I&#39;m like, no, that&#39;s not the answer; I was looking for numbers, literally. It&#39;s not a number. It&#39;s [indiscernible] table. You obviously don&#39;t need hydrogen for heavy trucks.</blockquote><blockquote>And we&#39;ll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant -- we&#39;re tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we&#39;ll expand beyond North America. And these would sell -- I don&#39;t want to say the exact prices, but they&#39;re much more than a passenger vehicle. So, with a few thousand heavy trucks of this nature, it would be worth several Model Ys.</blockquote><p>The 50,000-unit forecast for 2024 seems too aggressive. I suspect TSLA will trade above $160.00 in the next year or two, even if the truck forecast is too aggressive.</p><h2>Good Technical Entry Point</h2><p>The share price of TSLA traded at $158.00 on December 15th. I&#39;ve added the green Fibonacci lines, using the high and low of the past five years for TSLA. It&#39;s interesting to note how the market pauses or bounces off these Fibonacci lines. They can be one clue as to where the stock price may be headed. TSLA is slightly below the 38.2% Fibonacci retracement level but could go lower. However, I believe that TSLA will trade above $160.00 by June for the reasons in this article.</p><p></p><p><img src=\"https://static.tigerbbs.com/d4d74a16eaf31e58b529a1b8c50655de\" tg-width=\"640\" tg-height=\"306\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Schwab StreetSmart Edge</p><p>The fifteen most accurate analysts have an average one-year price target of $288.43, indicating an 82.5% potential upside from the December 15th trading price of $158.00 if they are correct. Their ratings are ten buys, four holds, and one sell. Analysts are just one of my indicators, and they are not perfect, but they are usually in the ballpark with estimates or at least headed in the right direction. They often seem a bit optimistic, so I suspect prices may end up lower than their one-year targets to be on the safe side.</p><h2>Trends In Earnings Per Share, P/E Ratio, And Operating Margin</h2><p>The black line shows TSLA&#39;s stock price for the past twelve years. Look at the chart of numbers below the graph to see that TSLA adjusted earnings were $0.00 in 2019, $0.75 in 2020, and $2.26 in 2021. They are projected to earn $4.10 in 2022, $5.75 in 2023, and $6.91 in 2024.</p><p>The P/E ratio for TSLA is currently very high. If TSLA earns $6.91 in 2024, the stock could trade at $160.00 if the market assigns a 23.1 P/E ratio. Tesla&#39;s growth rate is so strong that it would not surprise me to see TSLA trading above $160.00 a year or two from now.</p><p><img src=\"https://static.tigerbbs.com/4d13a6319189ad952ac60082b701f502\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>FastGraphs.com</p><p>TSLA&#39;s operating margin has been increasing for the past five years.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/15/737809-167112985977127.png\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>StockRover.com</p><p>The stock price has not yet caught up with the increasing sales and EPS.</p><p><img src=\"https://static.tigerbbs.com/c5e35f969fef71b655da5962d71daf93\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>StockRover.com</p><h2><b>Sell Covered Calls</b></h2><p>My answer to uncertainty is to sell covered calls on TSLA six months out. TSLA traded at $158.00 on December 15th, and June&#39;s $160.00 covered calls are at or near $28.60. One covered call requires 100 shares of stock to be purchased. The stock will be called away if it trades above $160.00 on June 16th. It may even be called away sooner if the price exceeds $160.00, but that&#39;s fine since capital is returned sooner.</p><p>The investor can earn $2,860 from call premium and $200 from stock price appreciation. This totals $3,060 in estimated profit on a $15,800 investment, which is a 38.6% annualized return since the period is 183 days.</p><p>If the stock is below $160.00 on June 16th, investors will still make a profit on this trade down to the net stock price of $129.40. Selling covered calls reduces your risk.</p><h2>Takeaway</h2><p>TSLA should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. Even if TSLA&#39;s stock price only moves from $158.00 to $160.00 by June 16th, a 38.6% potential annualized return is possible, including the covered call premium.</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>Tesla: Potential 38.6% Annualized Return</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Potential 38.6% Annualized Return\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564906-tesla-potential-38-6-percent-annualized-return><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is expanding their product offerings.There are numerous potential positive and negative impacts for 2023.The Inflation Reduction Act may provide a $7,500 incentive on some vehicles ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564906-tesla-potential-38-6-percent-annualized-return\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4564906-tesla-potential-38-6-percent-annualized-return","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2292004292","content_text":"SummaryTesla is expanding their product offerings.There are numerous potential positive and negative impacts for 2023.The Inflation Reduction Act may provide a $7,500 incentive on some vehicles beginning on 1/1/23.Investment ThesisTesla (NASDAQ:TSLA) should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. TSLA can provide an excellent return from the covered call premium even if the stock does not move much.TeslaGlobal deliveries in 2021 were a little over 936,000 units. The 2021 breakdown of Tesla's total revenues by country were U.S. (44.5%), China (25.7%), and Other (29.8%). Tesla has ambitious growth plans, but the output may be restricted by global semiconductor shortages and supply chain issues, at least in the near term.Its stores do not carry extensive inventories, and many customers choose to customize their vehicles. Tesla has four reportable segments: Automotive sales (84.7% of total 2021 revenues), Automotive Leasing (3.1%), Services & Other (7.1%), and Energy Generation & Storage (5.2%).TSLA has annual sales of $74.8B with 99.3K employees. They are 44.7% owned by institutions, with 3.0% short interest. Their return on equity is 28.1%, and they have a 25.0% return on invested capital. The free cash flow yield per share is 1.6%, and their buyback yield per share is 0.0%. Their Piotroski F-score is eight, indicating strength. They have a price-to-book ratio of 12.5.Potential Positive Impacts For 2023Tesla is expanding their product offerings. The first deliveries of the Semi were achieved on December 1, 2022, which should be followed by the Cybertruck (late 2023), Roadster, and Optimus robot. The Cybertruck is believed to have reservations of more than 1.5 million. Eventually, Tesla will roll out more affordable sedans and SUV platforms in the coming years.Tesla recently opened new plants in Texas and Germany.TSLA is a big winner from the Inflation Reduction Act, as most versions of the industry's two best-selling EVs (the Model Y and Model 3) will probably become eligible for the $7,500 federal EV tax credit, effective January 1, 2023.Tesla continually plans to reduce battery costs and boost vehicle range.China will reopen eventually.Gas prices are higher.Tesla has virtually no debt and continues to spend little to nothing on advertising.Potential Negative Impacts For 2023Big automakers are introducing more and more EV vehicles at lower prices.A recession may temporarily reduce sales.Higher interest rates may temporarily reduce sales.Global semiconductor shortages and supply chain issues are improving, but the output may still be restricted.Elon Musk has sold over $23 billion in stock this year, presumably to fund Twitter, and he may sell more shares. (The Twitter impact on Tesla will probably fade, especially if a Twitter CEO is announced.)TSLA stock ownership is about 44% institutions, 16% insiders, and 40% retail investors, any of whom may not hold shares waiting for a rebound.Higher raw material, logistics, labor, and warranty costs may continue to be a headwind.Q3 Quarterly ResultsTSLA announced record Q3 earnings in their October 19th press release.Production of 365K vehiclesDelivery of 343K vehiclesOperating cash flow less Capex (free cash flow) was $3.3BCash and marketable securities increased by $2.2B to $21.1BOperating margin was 17.2%Revenue grew 56% vs. last yearMusk mentioned the following about growth on the conference call.Actually, one caveat, I should say, is growing production by 50% every year because of deliveries -- we're trying to smooth out the deliveries and not have this crazy delivery rate at the end of every quarter, so. In fact, we're just fundamentally running out of -- there weren't enough boats, there weren't enough trains, there weren't enough car carriers to actually support the wave because it got too big. So, whether we like it or not, we actually have to smooth out the delivery of cars intra-quarter because there aren't just enough transportation objects to move them around.Musk responded to questions about the product.So, we'll be handing over our first production Tesla Semis to Pepsi on December 1. I'll be there in person.Yes, exactly; very important, no sacrifice to cargo capacity, 500-mile range. To be clear, 500 miles with the cargo. Yes, 500 miles with the cargo on level ground. Yes, sure. Not up. It's excellent. But the point is, it's a long-range truck and even with heavy cargo. And the number of times people tell, no, you can't -- it's impossible to make a long-range heavy-duty Class A truck. And then, I'll ask, well, what are your assumptions about what hour kilogram and what hours per mile, and they look at me with a blank stare and then say hydrogen. I'm like, no, that's not the answer; I was looking for numbers, literally. It's not a number. It's [indiscernible] table. You obviously don't need hydrogen for heavy trucks.And we'll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant -- we're tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we'll expand beyond North America. And these would sell -- I don't want to say the exact prices, but they're much more than a passenger vehicle. So, with a few thousand heavy trucks of this nature, it would be worth several Model Ys.The 50,000-unit forecast for 2024 seems too aggressive. I suspect TSLA will trade above $160.00 in the next year or two, even if the truck forecast is too aggressive.Good Technical Entry PointThe share price of TSLA traded at $158.00 on December 15th. I've added the green Fibonacci lines, using the high and low of the past five years for TSLA. It's interesting to note how the market pauses or bounces off these Fibonacci lines. They can be one clue as to where the stock price may be headed. TSLA is slightly below the 38.2% Fibonacci retracement level but could go lower. However, I believe that TSLA will trade above $160.00 by June for the reasons in this article.Schwab StreetSmart EdgeThe fifteen most accurate analysts have an average one-year price target of $288.43, indicating an 82.5% potential upside from the December 15th trading price of $158.00 if they are correct. Their ratings are ten buys, four holds, and one sell. Analysts are just one of my indicators, and they are not perfect, but they are usually in the ballpark with estimates or at least headed in the right direction. They often seem a bit optimistic, so I suspect prices may end up lower than their one-year targets to be on the safe side.Trends In Earnings Per Share, P/E Ratio, And Operating MarginThe black line shows TSLA's stock price for the past twelve years. Look at the chart of numbers below the graph to see that TSLA adjusted earnings were $0.00 in 2019, $0.75 in 2020, and $2.26 in 2021. They are projected to earn $4.10 in 2022, $5.75 in 2023, and $6.91 in 2024.The P/E ratio for TSLA is currently very high. If TSLA earns $6.91 in 2024, the stock could trade at $160.00 if the market assigns a 23.1 P/E ratio. Tesla's growth rate is so strong that it would not surprise me to see TSLA trading above $160.00 a year or two from now.FastGraphs.comTSLA's operating margin has been increasing for the past five years.StockRover.comThe stock price has not yet caught up with the increasing sales and EPS.StockRover.comSell Covered CallsMy answer to uncertainty is to sell covered calls on TSLA six months out. TSLA traded at $158.00 on December 15th, and June's $160.00 covered calls are at or near $28.60. One covered call requires 100 shares of stock to be purchased. The stock will be called away if it trades above $160.00 on June 16th. It may even be called away sooner if the price exceeds $160.00, but that's fine since capital is returned sooner.The investor can earn $2,860 from call premium and $200 from stock price appreciation. This totals $3,060 in estimated profit on a $15,800 investment, which is a 38.6% annualized return since the period is 183 days.If the stock is below $160.00 on June 16th, investors will still make a profit on this trade down to the net stock price of $129.40. Selling covered calls reduces your risk.TakeawayTSLA should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. Even if TSLA's stock price only moves from $158.00 to $160.00 by June 16th, a 38.6% potential annualized return is possible, including the covered call premium.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932138310,"gmtCreate":1662891047631,"gmtModify":1676537158638,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Oksy","listText":"Oksy","text":"Oksy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9932138310","repostId":"2266817381","repostType":4,"repost":{"id":"2266817381","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1662861434,"share":"https://ttm.financial/m/news/2266817381?lang=&edition=fundamental","pubTime":"2022-09-11 09:57","market":"us","language":"en","title":"How a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2266817381","media":"Dow Jones","summary":"Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oi","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/be5cb2e717152d9e61504d0803ac3654\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.</p><p>Two years later, the company has emerged as the top performer in the S&amp;P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.</p><p>It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.</p><p>Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.</p><p><img src=\"https://static.tigerbbs.com/61847881fba325e1dc5c7ed3280e29db\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.</p><p>But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”</p><p>Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.</p><p>Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.</p><p>Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.</p><p>“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”</p><p>A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf58d7d767a23cfb352e019504bafa44\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERS</span></p><p>Ms. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.</p><p>After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.</p><p>She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.</p><p>Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”</p><p>Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58cf5cd81991220ec1f42821cee2554b\" tg-width=\"639\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/><span>Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNAL</span></p><p>But she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.</p><p>Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.</p><p>By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”</p><p>Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.</p><p>As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9090db9eab1ac4c91bd5b1b441d26206\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>Every day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.</p><p>Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&amp;P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.</p><p>Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.</p><p>Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.</p><p>Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.</p><p>After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.</p><p>Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.</p><p>Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”</p><p>Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2c050a88b00dd9846de958b65be1b\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERS</span></p><p>As the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&amp;P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.</p><p>Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.</p><p>In 2020, she traveled to Omaha to discuss Occidental&#39;s long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company&#39;s goal to become a leader in carbon capture, this person said.</p><p>Occidental says it has no plans to stop producing oil but also aims to be a leader in &#34;carbon management.&#34; It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.</p><p>Then, in late February of this year, Russia invaded Ukraine.</p><p>The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&amp;P Capital IQ.</p><p>The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.</p><p>As Occidental&#39;s stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor&#39;s two representatives on Occidental&#39;s board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.</p><p>As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.</p><p>Mr. Icahn said that Mr. Buffett&#39;s investment could be ill-timed. &#34;I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,&#34; he said. &#34;I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,&#34; he said.</p><p>Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.</p><p>Mr. Icahn&#39;s retort: &#34;She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"</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\">\nHow a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-11 09:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/be5cb2e717152d9e61504d0803ac3654\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.</p><p>Two years later, the company has emerged as the top performer in the S&amp;P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.</p><p>It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.</p><p>Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.</p><p><img src=\"https://static.tigerbbs.com/61847881fba325e1dc5c7ed3280e29db\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.</p><p>But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”</p><p>Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.</p><p>Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.</p><p>Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.</p><p>“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”</p><p>A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf58d7d767a23cfb352e019504bafa44\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERS</span></p><p>Ms. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.</p><p>After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.</p><p>She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.</p><p>Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”</p><p>Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58cf5cd81991220ec1f42821cee2554b\" tg-width=\"639\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/><span>Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNAL</span></p><p>But she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.</p><p>Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.</p><p>By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”</p><p>Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.</p><p>As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9090db9eab1ac4c91bd5b1b441d26206\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>Every day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.</p><p>Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&amp;P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.</p><p>Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.</p><p>Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.</p><p>Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.</p><p>After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.</p><p>Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.</p><p>Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”</p><p>Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2c050a88b00dd9846de958b65be1b\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERS</span></p><p>As the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&amp;P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.</p><p>Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.</p><p>In 2020, she traveled to Omaha to discuss Occidental&#39;s long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company&#39;s goal to become a leader in carbon capture, this person said.</p><p>Occidental says it has no plans to stop producing oil but also aims to be a leader in &#34;carbon management.&#34; It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.</p><p>Then, in late February of this year, Russia invaded Ukraine.</p><p>The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&amp;P Capital IQ.</p><p>The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.</p><p>As Occidental&#39;s stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor&#39;s two representatives on Occidental&#39;s board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.</p><p>As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.</p><p>Mr. Icahn said that Mr. Buffett&#39;s investment could be ill-timed. &#34;I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,&#34; he said. &#34;I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,&#34; he said.</p><p>Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.</p><p>Mr. Icahn&#39;s retort: &#34;She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BK4176":"多领域控股","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4201":"综合性石油与天然气企业","BRK.B":"伯克希尔B","BK4533":"AQR资本管理(全球第二大对冲基金)","OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266817381","content_text":"Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.Two years later, the company has emerged as the top performer in the S&P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERSMs. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNALBut she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGESEvery day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERSAs the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.In 2020, she traveled to Omaha to discuss Occidental's long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company's goal to become a leader in carbon capture, this person said.Occidental says it has no plans to stop producing oil but also aims to be a leader in \"carbon management.\" It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.Then, in late February of this year, Russia invaded Ukraine.The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&P Capital IQ.The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.As Occidental's stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor's two representatives on Occidental's board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.Mr. Icahn said that Mr. Buffett's investment could be ill-timed. \"I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,\" he said. \"I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,\" he said.Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.Mr. Icahn's retort: \"She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998734650,"gmtCreate":1661055550973,"gmtModify":1676536446494,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998734650","repostId":"2260785313","repostType":4,"repost":{"id":"2260785313","kind":"highlight","pubTimestamp":1661045446,"share":"https://ttm.financial/m/news/2260785313?lang=&edition=fundamental","pubTime":"2022-08-21 09:30","market":"us","language":"en","title":"No, There Is No New Short-Selling Champion in Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2260785313","media":"Barrons","summary":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manag","content":"<html><head></head><body><p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.</p><p>A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.</p><p>A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.</p><p>But that isn&#39;t really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.</p><p>Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That&#39;s a long way from $4.3 billion.</p><p>It wouldn&#39;t be a good idea, though. There isn&#39;t high probability that Tesla stock will drop about $100 in the final hour of trading Friday.</p><p>(There isn&#39;t much trading volume in those contracts. It&#39;s just an example.)</p><p>Deer Park Chief Investment Officer Scott Burg told Barron&#39;s the Tesla put-options position amounted to 0.1% of his portfolio. That isn&#39;t all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.</p><p>That isn&#39;t a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn&#39;t get into contract specifics, but said the position was closed profitably. The tiny position is already gone.</p><p>Profits aren&#39;t hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.</p><p>Burg doesn&#39;t consider himself a big Tesla bear. He&#39;s says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.</p><p>The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.</p><p>Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.</p><p>What&#39;s more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn&#39;t pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It&#39;s a bearish bet.)</p><p>A Tesla holder selling a $900 call option that expires in September gets about $44. That&#39;s almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.</p><p>There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.</p><p>However, options don&#39;t indicate with certainty how someone feels about the stock that underlies the options contract.</p></body></html>","source":"lsy1601382232898","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>No, There Is No New Short-Selling Champion in Tesla 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\">\nNo, There Is No New Short-Selling Champion in Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260785313","content_text":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.But that isn't really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That's a long way from $4.3 billion.It wouldn't be a good idea, though. There isn't high probability that Tesla stock will drop about $100 in the final hour of trading Friday.(There isn't much trading volume in those contracts. It's just an example.)Deer Park Chief Investment Officer Scott Burg told Barron's the Tesla put-options position amounted to 0.1% of his portfolio. That isn't all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.That isn't a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn't get into contract specifics, but said the position was closed profitably. The tiny position is already gone.Profits aren't hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.Burg doesn't consider himself a big Tesla bear. He's says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.What's more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn't pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It's a bearish bet.)A Tesla holder selling a $900 call option that expires in September gets about $44. That's almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.However, options don't indicate with certainty how someone feels about the stock that underlies the options contract.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016082185,"gmtCreate":1649113785839,"gmtModify":1676534451555,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016082185","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","kind":"highlight","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<html><head></head><body><p>The past six months have been a turbulent ride for investors in <b>Sea Limited</b>, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.</p><p>These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672698%2Fwoman-shipping-products-ecommerce-sea.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Is international expansion hitting a roadblock?</h2><p>Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.</p><p>Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors&#39; eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.</p><p>Why would Sea exit potentially <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.</p><h2>Digging deeper may offer some clues</h2><p>The seeds of Sea&#39;s exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included <i>Free Fire</i>, Garena&#39;s wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was <i>Free Fire</i> banned, when Sea is a Singaporean company, not a Chinese one.</p><p>One likely reason is that <b>Tencent Holdings</b>, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted <i>Free Fire Max</i>, the premium version of <i>Free Fire</i>, to continue operations in India.</p><p>So how does the above event lead to Sea&#39;s India exit for Shopee? <i>Free Fire</i> is at the center of Sea&#39;s playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users&#39; online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed <i>Free Fire</i> to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.</p><p><i>Free Fire Max</i> doesn&#39;t have the same reach as it requires mobile phones with higher-end configurations. Not having <i>Free Fire</i> to lay the foundation in India threw a wrench in Sea&#39;s proven formula for expansion.</p><p>Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn&#39;t mean it won&#39;t do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea&#39;s move to shutter its e-commerce operation in India looks like a smart and proactive business decision.</p><h2>Robust execution and long runway bode well</h2><p>Sea&#39;s founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy <i>Free Fire</i> in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. <i>Free Fire</i> has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea&#39;s total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.</p><p>The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea&#39;s investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.</p><p>The global opportunity for Sea remains large. Southeast Asia, Sea&#39;s core market, is one of the world&#39;s fastest-growing regions with a population rising over 50% faster than the United States&#39; and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.</p><p>The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.</p><p>Despite shutting down its e-commerce operation in India, Sea is projecting Shopee&#39;s revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea&#39;s global scale and its ability to overcome hurdles in its growth trajectory.</p><h2>Now may be a good time to board the ship</h2><p>Management is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and <i>Free Fire</i>&#39;s ban in India. But Li remains aspirational and focused on the long-term prospects of the company.</p><p>Responding to the over 65% drop in the company&#39;s share price, Li assured employees in an email: &#34;Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly <i>maximise our long-term potential</i>.&#34; Lee went on to say: &#34;The scale of our ambition remains unchanged: to make a long-lasting mark in history.&#34;</p><p>Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea&#39;s strategy of <i>failing fast</i> leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.</p><p><img src=\"https://static.tigerbbs.com/6a51ad9bb122e14425e4fa9b19c3f402\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Let This 1 Decision Sour You on Sea Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034909177,"gmtCreate":1647744373303,"gmtModify":1676534262470,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034909177","repostId":"1130885535","repostType":4,"repost":{"id":"1130885535","kind":"news","pubTimestamp":1647740423,"share":"https://ttm.financial/m/news/1130885535?lang=&edition=fundamental","pubTime":"2022-03-20 09:40","market":"us","language":"en","title":"Stock Trading during ‘March Madness’ Is Not a Slam Dunk and the Reason May Surprise You","url":"https://stock-news.laohu8.com/highlight/detail?id=1130885535","media":"MarketWatch","summary":"If only we were better at keeping our emotions from influencing our investment decisionsGetty Images","content":"<html><head></head><body><p>If only we were better at keeping our emotions from influencing our investment decisions</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed05eb1ac1242f9beaf9170fc0c9b3f\" tg-width=\"700\" tg-height=\"419\" width=\"100%\" height=\"auto\"/><span>Getty Images</span></p><p>You might want to avoid trading stocks during this year’s NCAA “March Madness” men’s basketball tournament, which began earlier this week and lasts until Apr. 4. That’s because researchers have found that during widely followed sporting events, enough investors act irrationally that the market’s performance is below average.</p><p>The study that documented this pattern appeared some years ago in the Journal of Finance. Entitled “Sports Sentiment and Stock Returns,” its authors are finance professors Alex Edmans of the London Business School, Diego Garcia of the University of Colorado at Boulder and Oyvind Norli of the BI Norwegian Business School.</p><p>Though the researchers focused primarily on World Cup soccer matches, they also studied cricket, rugby and basketball tournaments. They found that a country’s stock market performed significantly worse than average following losses by its national team in international competitions.</p><p>You might think that these negative effects of losses would be cancelled by a correspondingly positive stock market impact in countries whose teams were victorious. But the researchers did not find such evidence, probably because a win merely means that a country’s team continues in the competition while a loss means the country is out altogether. As a result, losing teams’ fans are likely to be more dejected than winning teams’ fans will be elated.</p><p>This asymmetry between winning and losing causes the global stock market to be weaker as a widely followed sports match such as the World Cup takes place. This broad impact was confirmed by another academic study, this one by Guy Kaplanski of the Bar-Ilan University in Israel and Haim Levy of the Hebrew University of Jerusalem. They found that global stock markets experience below-average returns during World Cup.</p><p>Neither of these studies focused on the March Madness tournament. But the same psychological forces are likely ingrained in people, regardless, and if so there should be an above-average amount of selling pressure in the U.S. stock market between now and early April.</p><p>To be sure, neither set of researchers who authored these studies is recommending that you should go completely to cash during big sports competitions. The magnitude of the stock market’s below-average performance during those competitions is not great enough to overcome transaction costs — especially if you take taxes into account. Plus, their findings reflect an average over hundreds of games, and there’s no guarantee that the market during any one competition will in fact be a below-average performer.</p><p>Consider the Nasdaq Composite’s performance during all March Madness competitions since 2000. I calculate that its average return was 0.35%, versus an average gain of 0.48% across all three-week periods over the last two decades. It’s difficult to imagine how you could exploit that difference into much of a profit, however statistically significant it may be.</p><p><b>Emotions matter</b></p><p>But that’s not the point of these research studies. The broader implication of the research is to remind us, yet again, how difficult it is to keep our emotions from influencing our investment decisions. It wouldn’t otherwise even occur to us that, however depressed we are after our favorite team losses, our despondency could affect which stocks we think are worth buying or selling.</p><p>But it very much could. In fact, behavioral finance literature is filled with such examples. I’ll mention just one that is relevant to this week: Researchers have found that stock market returns around the world tend to be below-average on the Monday following shifts to daylight savings time. The likely cause, according to the researchers, is that on such Mondays we are “weighed down by weariness, fighting lethargy, and perhaps even facing despondency.”</p><p>This past Monday was the day after this year’s shift to daylight savings time, and the S&amp;P 500 fell by 0.7%.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Trading during ‘March Madness’ Is Not a Slam Dunk and the Reason May Surprise You</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Trading during ‘March Madness’ Is Not a Slam Dunk and the Reason May Surprise You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/stock-trading-during-march-madness-is-not-a-slam-dunk-and-the-reason-may-surprise-you-11647563671?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If only we were better at keeping our emotions from influencing our investment decisionsGetty ImagesYou might want to avoid trading stocks during this year’s NCAA “March Madness” men’s basketball ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stock-trading-during-march-madness-is-not-a-slam-dunk-and-the-reason-may-surprise-you-11647563671?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/stock-trading-during-march-madness-is-not-a-slam-dunk-and-the-reason-may-surprise-you-11647563671?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130885535","content_text":"If only we were better at keeping our emotions from influencing our investment decisionsGetty ImagesYou might want to avoid trading stocks during this year’s NCAA “March Madness” men’s basketball tournament, which began earlier this week and lasts until Apr. 4. That’s because researchers have found that during widely followed sporting events, enough investors act irrationally that the market’s performance is below average.The study that documented this pattern appeared some years ago in the Journal of Finance. Entitled “Sports Sentiment and Stock Returns,” its authors are finance professors Alex Edmans of the London Business School, Diego Garcia of the University of Colorado at Boulder and Oyvind Norli of the BI Norwegian Business School.Though the researchers focused primarily on World Cup soccer matches, they also studied cricket, rugby and basketball tournaments. They found that a country’s stock market performed significantly worse than average following losses by its national team in international competitions.You might think that these negative effects of losses would be cancelled by a correspondingly positive stock market impact in countries whose teams were victorious. But the researchers did not find such evidence, probably because a win merely means that a country’s team continues in the competition while a loss means the country is out altogether. As a result, losing teams’ fans are likely to be more dejected than winning teams’ fans will be elated.This asymmetry between winning and losing causes the global stock market to be weaker as a widely followed sports match such as the World Cup takes place. This broad impact was confirmed by another academic study, this one by Guy Kaplanski of the Bar-Ilan University in Israel and Haim Levy of the Hebrew University of Jerusalem. They found that global stock markets experience below-average returns during World Cup.Neither of these studies focused on the March Madness tournament. But the same psychological forces are likely ingrained in people, regardless, and if so there should be an above-average amount of selling pressure in the U.S. stock market between now and early April.To be sure, neither set of researchers who authored these studies is recommending that you should go completely to cash during big sports competitions. The magnitude of the stock market’s below-average performance during those competitions is not great enough to overcome transaction costs — especially if you take taxes into account. Plus, their findings reflect an average over hundreds of games, and there’s no guarantee that the market during any one competition will in fact be a below-average performer.Consider the Nasdaq Composite’s performance during all March Madness competitions since 2000. I calculate that its average return was 0.35%, versus an average gain of 0.48% across all three-week periods over the last two decades. It’s difficult to imagine how you could exploit that difference into much of a profit, however statistically significant it may be.Emotions matterBut that’s not the point of these research studies. The broader implication of the research is to remind us, yet again, how difficult it is to keep our emotions from influencing our investment decisions. It wouldn’t otherwise even occur to us that, however depressed we are after our favorite team losses, our despondency could affect which stocks we think are worth buying or selling.But it very much could. In fact, behavioral finance literature is filled with such examples. I’ll mention just one that is relevant to this week: Researchers have found that stock market returns around the world tend to be below-average on the Monday following shifts to daylight savings time. The likely cause, according to the researchers, is that on such Mondays we are “weighed down by weariness, fighting lethargy, and perhaps even facing despondency.”This past Monday was the day after this year’s shift to daylight savings time, and the S&P 500 fell by 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869261459,"gmtCreate":1632294085571,"gmtModify":1676530745043,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Let's monitor","listText":"Let's monitor","text":"Let's monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/869261459","repostId":"2169639321","repostType":4,"repost":{"id":"2169639321","kind":"highlight","pubTimestamp":1632282060,"share":"https://ttm.financial/m/news/2169639321?lang=&edition=fundamental","pubTime":"2021-09-22 11:41","market":"us","language":"en","title":"1 Growth Stock That Could Produce 10X Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2169639321","media":"Motley Fool","summary":"The future looks bright for this e-commerce company.","content":"<p><b>Global-E Online</b> (NASDAQ:GLBE) went public in mid-May at $25 per share. Since then, the stock's price has soared over 200%, as investors have bought shares of this e-commerce company hand over fist, and it's easy to see why. Online shopping is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most pervasive trends of our time, and the market is far from tapped out.</p>\n<p>However, even though the share price has tripled, it's not too late to add Global-E to your own portfolio. In fact, I think this recent IPO stock could still grow tenfold over the next 10 years. Here's why.</p>\n<h2>Managing cross-border commerce is a big market opportunity</h2>\n<p>Domestic e-commerce is fairly straightforward, but cross-border sales are a different story. Merchants have to navigate the complexities of international logistics, language barriers, and various regulatory requirements. Traditionally, businesses have relied upon several service providers to solve these problems, but Global-E takes a more comprehensive&nbsp;approach.</p>\n<p>The company offers an end-to-end solution for cross-border commerce. Its platform integrates with a seller's online storefront, localizing details like the language, pricing, and shipping options on a market-by-market basis. Global-E also manages import duties and taxes, and it provides after-sale customer service and returns management.</p>\n<p>Why does this matter? International shoppers typically represent 30%&nbsp;of web traffic to global e-commerce sites, but international sales usually comprise just 5% to 10%&nbsp;of total revenue. In other words, current solutions fail to help sellers fully capitalize on that opportunity -- and it's a big opportunity. According to <b>Forrester Research</b>, cross-border e-commerce spend will reach $736 billion&nbsp;in 2023.</p>\n<h2>Global-E has a strong competitive edge</h2>\n<p>Global-E has a more holistic solution than any of its rivals, and the company's numbers back that claim. By optimizing the shopping experience for international consumers in over 200 destination markets, Global-E helps businesses accelerate cross-border conversions, often by more than&nbsp;60%.</p>\n<p>This creates a flywheel effect. By facilitating transactions and logistics across a range of geographies, Global-E collects market-specific data relating to consumer preferences. Using that data, its platform leans on artificial intelligence to surface relevant insights for merchants, helping them further boost international conversion rates.</p>\n<p>This accomplishes two things: First, Global-E makes money by taking a cut of gross merchandise value, so it wins when its merchants succeed. Second, as Global-E's AI models become more intelligent, its ability to drive cross-border sales should improve, drawing even more merchants to its platform.</p>\n<p>This virtuous cycle has already been a powerful growth driver. As of the most recent quarter, Global-E had 522 merchants on its platform, up 85% from the end of 2019. That uptick in adoption has powered an impressive top-line performance.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>Q2 2020 (TTM)</p></th>\n   <th><p>Q2 2021 (TTM)</p></th>\n   <th><p>Change</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Revenue</p></td>\n   <td width=\"156\"><p>$90.1 million</p></td>\n   <td width=\"156\"><p>$190.3 million</p></td>\n   <td width=\"156\"><p>111%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Global-E SEC filings. TTM: trailing-12-months. CAGR: compound annual growth rate.</p>\n<p>Global-E's gross profit margin has expanded dramatically over time, rising from 22% in 2018&nbsp;to 36%&nbsp;in the most recent quarter. Management attributes&nbsp;this to the growing volume of its market-specific data. And the company is well-positioned to maintain that momentum.</p>\n<p>The Global-E platform is a very sticky product. Gross retention has been over 98% since 2018, meaning less than 2% of customers cancel service each year. And net retention hit 172%&nbsp;in 2020, indicating a 72% uptick in average customer spend. In both cases, these impressive figures evidence the value that Global-E creates for its clients.</p>\n<p>Moreover, the company recently signed a partnership agreement with <b>Shopify</b>, the most popular&nbsp;e-commerce software vendor in the United States, whereby Global-E will be the exclusive provider of cross-border solutions for Shopify merchants. This could be a significant growth driver for both companies -- the Shopify platform currently supports 1.7 million merchants, each of which could easily become a Global-E customer.</p>\n<h2>The bottom line</h2>\n<p>Global-E stock trades at a pricey 59 times sales, but given the company's strong competitive position and massive market opportunity, that valuation may not look so crazy in hindsight.</p>\n<p>Consider this scenario: To produce tenfold returns, Global-E would need to achieve a market cap of $110 billion, and I think that's possible. If the company can grow sales at 40% per year through 2031, total revenue would reach $5.5 billion. Assuming the stock trades for a more reasonable 20 times sales at that point, Global-E would have a market cap of exactly $110 billion.</p>\n<p>Of course, no one knows the future, and I've speculated on several metrics over a great length of time. But it's not hard for me to imagine this scenario playing out over the next decade. That's why I think this growth stock is a smart long-term investment.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Growth Stock That Could Produce 10X Returns</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\">\n1 Growth Stock That Could Produce 10X Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-22 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/21/1-growth-stock-that-could-produce-10x-returns/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Global-E Online (NASDAQ:GLBE) went public in mid-May at $25 per share. Since then, the stock's price has soared over 200%, as investors have bought shares of this e-commerce company hand over fist, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/21/1-growth-stock-that-could-produce-10x-returns/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLBE":"Global-E Online Ltd."},"source_url":"https://www.fool.com/investing/2021/09/21/1-growth-stock-that-could-produce-10x-returns/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169639321","content_text":"Global-E Online (NASDAQ:GLBE) went public in mid-May at $25 per share. Since then, the stock's price has soared over 200%, as investors have bought shares of this e-commerce company hand over fist, and it's easy to see why. Online shopping is one of the most pervasive trends of our time, and the market is far from tapped out.\nHowever, even though the share price has tripled, it's not too late to add Global-E to your own portfolio. In fact, I think this recent IPO stock could still grow tenfold over the next 10 years. Here's why.\nManaging cross-border commerce is a big market opportunity\nDomestic e-commerce is fairly straightforward, but cross-border sales are a different story. Merchants have to navigate the complexities of international logistics, language barriers, and various regulatory requirements. Traditionally, businesses have relied upon several service providers to solve these problems, but Global-E takes a more comprehensive approach.\nThe company offers an end-to-end solution for cross-border commerce. Its platform integrates with a seller's online storefront, localizing details like the language, pricing, and shipping options on a market-by-market basis. Global-E also manages import duties and taxes, and it provides after-sale customer service and returns management.\nWhy does this matter? International shoppers typically represent 30% of web traffic to global e-commerce sites, but international sales usually comprise just 5% to 10% of total revenue. In other words, current solutions fail to help sellers fully capitalize on that opportunity -- and it's a big opportunity. According to Forrester Research, cross-border e-commerce spend will reach $736 billion in 2023.\nGlobal-E has a strong competitive edge\nGlobal-E has a more holistic solution than any of its rivals, and the company's numbers back that claim. By optimizing the shopping experience for international consumers in over 200 destination markets, Global-E helps businesses accelerate cross-border conversions, often by more than 60%.\nThis creates a flywheel effect. By facilitating transactions and logistics across a range of geographies, Global-E collects market-specific data relating to consumer preferences. Using that data, its platform leans on artificial intelligence to surface relevant insights for merchants, helping them further boost international conversion rates.\nThis accomplishes two things: First, Global-E makes money by taking a cut of gross merchandise value, so it wins when its merchants succeed. Second, as Global-E's AI models become more intelligent, its ability to drive cross-border sales should improve, drawing even more merchants to its platform.\nThis virtuous cycle has already been a powerful growth driver. As of the most recent quarter, Global-E had 522 merchants on its platform, up 85% from the end of 2019. That uptick in adoption has powered an impressive top-line performance.\n\n\n\nMetric\nQ2 2020 (TTM)\nQ2 2021 (TTM)\nChange\n\n\n\n\nRevenue\n$90.1 million\n$190.3 million\n111%\n\n\n\nData source: Global-E SEC filings. TTM: trailing-12-months. CAGR: compound annual growth rate.\nGlobal-E's gross profit margin has expanded dramatically over time, rising from 22% in 2018 to 36% in the most recent quarter. Management attributes this to the growing volume of its market-specific data. And the company is well-positioned to maintain that momentum.\nThe Global-E platform is a very sticky product. Gross retention has been over 98% since 2018, meaning less than 2% of customers cancel service each year. And net retention hit 172% in 2020, indicating a 72% uptick in average customer spend. In both cases, these impressive figures evidence the value that Global-E creates for its clients.\nMoreover, the company recently signed a partnership agreement with Shopify, the most popular e-commerce software vendor in the United States, whereby Global-E will be the exclusive provider of cross-border solutions for Shopify merchants. This could be a significant growth driver for both companies -- the Shopify platform currently supports 1.7 million merchants, each of which could easily become a Global-E customer.\nThe bottom line\nGlobal-E stock trades at a pricey 59 times sales, but given the company's strong competitive position and massive market opportunity, that valuation may not look so crazy in hindsight.\nConsider this scenario: To produce tenfold returns, Global-E would need to achieve a market cap of $110 billion, and I think that's possible. If the company can grow sales at 40% per year through 2031, total revenue would reach $5.5 billion. Assuming the stock trades for a more reasonable 20 times sales at that point, Global-E would have a market cap of exactly $110 billion.\nOf course, no one knows the future, and I've speculated on several metrics over a great length of time. But it's not hard for me to imagine this scenario playing out over the next decade. That's why I think this growth stock is a smart long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920909568,"gmtCreate":1670409183154,"gmtModify":1676538362213,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Oj","listText":"Oj","text":"Oj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920909568","repostId":"2289814769","repostType":4,"repost":{"id":"2289814769","kind":"highlight","pubTimestamp":1670427122,"share":"https://ttm.financial/m/news/2289814769?lang=&edition=fundamental","pubTime":"2022-12-07 23:32","market":"us","language":"en","title":"3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289814769","media":"Motley Fool","summary":"Select Wall Street analysts believe these fast-growing companies could skyrocket next year.","content":"<html><head></head><body><p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the <b>S&amp;P 500</b> produced its worst first-half return in 52 years, and the nation&#39;s central bank is aggressively raising interest rates as the stock market plunges. There simply haven&#39;t been many safe havens for investors.</p><p>Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.</p><p>However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.</p><h2>Plug Power: Implied upside of 393%</h2><p>The first fast-paced company with serious upside is hydrogen fuel-cell solution provider <b>Plug Power</b>. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company&#39;s share price in 2023.</p><p>Dayal&#39;s optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.</p><p>Additionally, Dayal is excited about management&#39;s efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company&#39;s fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company&#39;s margin can improve.</p><p>But the biggest catalyst of all might just be Plug Power&#39;s ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with <b>Renault</b> via a joint venture to go after a significant portion of Europe&#39;s light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.</p><p>However -- and this is the <i>big</i> &#34;however&#34; -- Plug Power isn&#39;t profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.</p><p>With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.</p><h2>Bionano Genomics: Implied upside of 474%</h2><p>A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company <b>Bionano Genomics</b>. If <b>Oppenheimer</b> analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.</p><p>Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter&#39;s view, Bionano&#39;s optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it&#39;s faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.</p><p>One thing investors don&#39;t have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr&#39;s efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr&#39;s ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.</p><p>Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That&#39;s more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr&#39;s utility.</p><p>So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr&#39;s utility is limited within the United States. It&#39;s not exactly clear if and when Saphyr might get the green light from the FDA, either.</p><p>Although Bionano&#39;s cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn&#39;t seem achievable without FDA support.</p><h2>Novavax: Implied upside of 1,153%</h2><p>The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock <b>Novavax</b>. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm&#39;s price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.</p><p>Bernardino&#39;s price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the <b>Moderna</b> and <b>Pfizer</b>/<b>BioNTech</b> vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person&#39;s immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax&#39;s protein-based COVID-19 vaccine.</p><p>Something else that&#39;s working in Novavax&#39;s favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it&#39;s a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.</p><p>Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.</p><p>But even being a shareholder, I don&#39;t in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it&#39;ll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.</p><p>While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it&#39;ll finish 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street</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 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNGO":"Bionano Genomics","NVAX":"诺瓦瓦克斯医药","PLUG":"普拉格能源"},"source_url":"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289814769","content_text":"This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central bank is aggressively raising interest rates as the stock market plunges. There simply haven't been many safe havens for investors.Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.Plug Power: Implied upside of 393%The first fast-paced company with serious upside is hydrogen fuel-cell solution provider Plug Power. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company's share price in 2023.Dayal's optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.Additionally, Dayal is excited about management's efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company's fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company's margin can improve.But the biggest catalyst of all might just be Plug Power's ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with Renault via a joint venture to go after a significant portion of Europe's light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.However -- and this is the big \"however\" -- Plug Power isn't profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.Bionano Genomics: Implied upside of 474%A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company Bionano Genomics. If Oppenheimer analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter's view, Bionano's optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it's faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.One thing investors don't have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr's efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr's ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That's more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr's utility.So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr's utility is limited within the United States. It's not exactly clear if and when Saphyr might get the green light from the FDA, either.Although Bionano's cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn't seem achievable without FDA support.Novavax: Implied upside of 1,153%The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock Novavax. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm's price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.Bernardino's price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the Moderna and Pfizer/BioNTech vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person's immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax's protein-based COVID-19 vaccine.Something else that's working in Novavax's favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it's a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.But even being a shareholder, I don't in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it'll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it'll finish 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036952722,"gmtCreate":1646968360988,"gmtModify":1676534183047,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036952722","repostId":"2218293229","repostType":4,"repost":{"id":"2218293229","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646953979,"share":"https://ttm.financial/m/news/2218293229?lang=&edition=fundamental","pubTime":"2022-03-11 07:12","market":"us","language":"en","title":"GLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves","url":"https://stock-news.laohu8.com/highlight/detail?id=2218293229","media":"Reuters","summary":"\"MSCI's gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST .The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.The pan-European STOXX 600 index lost 1.69%.The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. ","content":"<html><head></head><body><p>Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.</p><p>Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.</p><p>Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week&#39;s monetary policy meeting, the CPI data suggested the FOMC could move &#34;more aggressively&#34; to curb inflation, as promised by Fed Chair Jerome Powell last week.</p><p>The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia&#39;s invasion of Ukraine.</p><p>Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.</p><p>The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.</p><p>Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.</p><p>&#34;We&#39;ve reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors,&#34; Brown said.</p><p>&#34;Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?&#34;</p><p>MSCI&#39;s gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).</p><p>The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&amp;P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.</p><p>The pan-European STOXX 600 index lost 1.69%.</p><p>The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.</p><p>The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.</p><p>Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.</p><p>&#34;This means higher inflation for longer and a treacherous policy path for the Fed ahead,&#34; Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.</p><p>&#34;With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty.&#34;</p><p>Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.</p><p>U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.</p><p>European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.</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>GLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves</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\">\nGLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves\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\">2022-03-11 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.</p><p>Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.</p><p>Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week&#39;s monetary policy meeting, the CPI data suggested the FOMC could move &#34;more aggressively&#34; to curb inflation, as promised by Fed Chair Jerome Powell last week.</p><p>The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia&#39;s invasion of Ukraine.</p><p>Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.</p><p>The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.</p><p>Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.</p><p>&#34;We&#39;ve reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors,&#34; Brown said.</p><p>&#34;Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?&#34;</p><p>MSCI&#39;s gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).</p><p>The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&amp;P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.</p><p>The pan-European STOXX 600 index lost 1.69%.</p><p>The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.</p><p>The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.</p><p>Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.</p><p>&#34;This means higher inflation for longer and a treacherous policy path for the Fed ahead,&#34; Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.</p><p>&#34;With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty.&#34;</p><p>Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.</p><p>U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.</p><p>European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF","UCO":"二倍做多彭博原油ETF","SCO":"二倍做空彭博原油指数ETF","EUO":"欧元ETF-ProShares两倍做空","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUG":"二倍做空石油与天然气ETF(ProShares)","QID":"纳指两倍做空ETF","DDG":"ProShares做空石油与天然气ETF","FXY":"日元ETF-CurrencyShares",".DJI":"道琼斯","DDM":"道指两倍做多ETF",".IXIC":"NASDAQ Composite","FXB":"英镑ETF-CurrencyShares","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","DOG":"道指反向ETF","GDX":"黄金矿业ETF-VanEck","FXE":"欧元做多ETF-CurrencyShares","PSQ":"纳指反向ETF","GLD":"SPDR黄金ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","IAU":"黄金信托ETF(iShares)","YCS":"日元ETF-ProShares两倍做空","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","DWT":"三倍做空原油ETN","USO":"美国原油ETF","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218293229","content_text":"Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week's monetary policy meeting, the CPI data suggested the FOMC could move \"more aggressively\" to curb inflation, as promised by Fed Chair Jerome Powell last week.The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia's invasion of Ukraine.Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.\"We've reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors,\" Brown said.\"Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?\"MSCI's gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.The pan-European STOXX 600 index lost 1.69%.The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.\"This means higher inflation for longer and a treacherous policy path for the Fed ahead,\" Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.\"With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty.\"Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097953706,"gmtCreate":1645321291693,"gmtModify":1676534018132,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Hopefully","listText":"Hopefully","text":"Hopefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097953706","repostId":"1117918326","repostType":4,"repost":{"id":"1117918326","kind":"news","pubTimestamp":1645317671,"share":"https://ttm.financial/m/news/1117918326?lang=&edition=fundamental","pubTime":"2022-02-20 08:41","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=1117918326","media":"Motley Fool","summary":"Apple leads the market cap race with $2.8 trillion in valuation.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Amazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.</li><li>Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.</li><li>Apple wasn&#39;t on top of the market cap hill 13 years ago. It shouldn&#39;t surprise anyone if it&#39;s not on top 13 years from now.</li></ul><p><b>Apple</b> (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple&#39;s $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won&#39;t be on top forever. Go out 13 years and it wouldn&#39;t be a surprise to see someone else in that spot. Who can it be?</p><p>I think <b>Amazon</b> (NASDAQ:AMZN), <b>Tesla Motors</b> (NASDAQ:TSLA), and <b>Shopify</b> (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let&#39;s see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9b0458194138e6515c5ea46da963058\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Amazon.com</b></p><p>If you&#39;re like me, you lean a lot on Amazon these days. There&#39;s e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you&#39;re probably doing business with Amazon even when you don&#39;t realize that you&#39;re doing business with Amazon.</p><p>Amazon&#39;s a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple&#39;s growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.</p><p>Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it&#39;s also easy to see how Amazon&#39;s consistent big steps could make it more valuable by 2035.</p><p><b>Tesla Motors</b></p><p>This pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there&#39;s no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I&#39;m not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.</p><p>Tesla<i>is</i>different. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?</p><p>Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla&#39;s growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals&#39; cars.</p><p><b>Shopify</b></p><p>Let&#39;s go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year&#39;s all-time high. You still don&#39;t want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.</p><p>Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify&#39;s unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.</p><p>The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify&#39;s stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.</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>3 Stocks That Could Be Worth More Than Apple by 2035</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","TSLA":"特斯拉","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117918326","content_text":"Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.Apple wasn't on top of the market cap hill 13 years ago. It shouldn't surprise anyone if it's not on top 13 years from now.Apple (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple's $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won't be on top forever. Go out 13 years and it wouldn't be a surprise to see someone else in that spot. Who can it be?I think Amazon (NASDAQ:AMZN), Tesla Motors (NASDAQ:TSLA), and Shopify (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let's see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.IMAGE SOURCE: GETTY IMAGES.Amazon.comIf you're like me, you lean a lot on Amazon these days. There's e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you're probably doing business with Amazon even when you don't realize that you're doing business with Amazon.Amazon's a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple's growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it's also easy to see how Amazon's consistent big steps could make it more valuable by 2035.Tesla MotorsThis pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there's no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I'm not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.Teslaisdifferent. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla's growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals' cars.ShopifyLet's go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year's all-time high. You still don't want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify's unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify's stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099483671,"gmtCreate":1643413578959,"gmtModify":1676533817226,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099483671","repostId":"1175743992","repostType":4,"repost":{"id":"1175743992","kind":"news","pubTimestamp":1643382994,"share":"https://ttm.financial/m/news/1175743992?lang=&edition=fundamental","pubTime":"2022-01-28 23:16","market":"us","language":"en","title":"7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1175743992","media":"InvestorPlace","summary":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks o","content":"<html><head></head><body><p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The <b>Nasdaq 100</b>, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.</p><p>But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the <b>Nasdaq</b> and the Nasdaq 100, while making significant profits this year.</p><p>First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.</p><p>Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.</p><p>With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:</p><ul><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>)</li><li><b>Palo Alto Networks</b>(NASDAQ:<b><u>PANW</u></b>)</li><li><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>)</li><li><b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>)</li><li><b>PayPal</b>(NASDAQ:<b><u>PYPL</u></b>)</li><li><b>Ciena</b>(NYSE:<b><u>CIEN</u></b>)</li></ul><p>Tech Stocks to Beat the Nasdaq: IBM (IBM)</p><p>This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.</p><p>More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.</p><p>Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.</p><p>Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.</p><p><b>Microsoft (MSFT)</b></p><p>The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.</p><p>Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.</p><p>Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.</p><p>Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.</p><p><b>Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)</b></p><p>One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.</p><p>Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.</p><p>Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.</p><p><b>Alphabet (GOOG, GOOGL)</b></p><p>With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:<b><u>AAPL</u></b>) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.</p><p>In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.</p><p>Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firm<b>JB Hunt</b>(NASDAQ:<b><u>JBHT</u></b>), this year.</p><p>JMP Securities analyst Andrew Boone told <i>The New York Times</i> that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.</p><p><b>Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)</b></p><p>Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.</p><p>With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.</p><p>TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.</p><p>According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.</p><p><b>PayPal (PYPL)</b></p><p>PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.</p><p>Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”</p><p>PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.</p><p>Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.</p><p><b>Tech Stocks to Beat the Nasdaq: Ciena (CIEN)</b></p><p>Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.</p><p>In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.</p><p>In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.</p><p>Ciena’s CEO, Gary Smith, told<i>Barron’s</i>that it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.</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>7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","IBM":"IBM","PYPL":"PayPal","TSM":"台积电","MSFT":"微软","PANW":"Palo Alto Networks","CIEN":"Ciena科技"},"source_url":"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175743992","content_text":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the Nasdaq and the Nasdaq 100, while making significant profits this year.First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:IBM(NYSE:IBM)Microsoft(NASDAQ:MSFT)Palo Alto Networks(NASDAQ:PANW)Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL)Taiwan Semiconductor(NYSE:TSM)PayPal(NASDAQ:PYPL)Ciena(NYSE:CIEN)Tech Stocks to Beat the Nasdaq: IBM (IBM)This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.Microsoft (MSFT)The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.Alphabet (GOOG, GOOGL)With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:AAPL) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firmJB Hunt(NASDAQ:JBHT), this year.JMP Securities analyst Andrew Boone told The New York Times that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.PayPal (PYPL)PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.Tech Stocks to Beat the Nasdaq: Ciena (CIEN)Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.Ciena’s CEO, Gary Smith, toldBarron’sthat it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008326296,"gmtCreate":1641366489783,"gmtModify":1676533606651,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008326296","repostId":"1178839494","repostType":4,"repost":{"id":"1178839494","kind":"news","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":1641335015,"share":"https://ttm.financial/m/news/1178839494?lang=&edition=fundamental","pubTime":"2022-01-05 06:23","market":"hk","language":"en","title":"Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178839494","media":"Benzinga","summary":"Alibaba Group Holding Limited is among the worst-performing large-cap tech stocks in 2021. The weakn","content":"<html><head></head><body><p><b>Alibaba Group Holding Limited</b> is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.</p><p><b>What Happened:</b>The <b>Charlie Munger</b>-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.</p><p>At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.</p><p>Daily Journal also has positions in U.S. financial services firms <b>Bank of America Corp.</b>,<b>US Bancorp</b> and <b>Wells Fargo &amp; Company</b>, as well as South Korean steel giant <b>POSCO</b>.</p><p><b>Why It&#39;s Important:</b>Munger is billionaire investor <b>Warren Buffett</b>&#39;s right-hand man and the vice chairman of <b>Berkshire Hathaway Inc.</b>.</p><p>The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.</p><p>Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.</p><p>Alibaba&#39;s shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.</p><p>For Daily Journal, Alibaba could turn out to be a bargain buy.</p><p>The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.</p><p><b>BABA Price Action:</b>Alibaba ended Tuesday&#39;s session down 0.7% at $119.56.</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>Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?</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\">\nCharlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?\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\">2022-01-05 06:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Alibaba Group Holding Limited</b> is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.</p><p><b>What Happened:</b>The <b>Charlie Munger</b>-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.</p><p>At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.</p><p>Daily Journal also has positions in U.S. financial services firms <b>Bank of America Corp.</b>,<b>US Bancorp</b> and <b>Wells Fargo &amp; Company</b>, as well as South Korean steel giant <b>POSCO</b>.</p><p><b>Why It&#39;s Important:</b>Munger is billionaire investor <b>Warren Buffett</b>&#39;s right-hand man and the vice chairman of <b>Berkshire Hathaway Inc.</b>.</p><p>The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.</p><p>Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.</p><p>Alibaba&#39;s shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.</p><p>For Daily Journal, Alibaba could turn out to be a bargain buy.</p><p>The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.</p><p><b>BABA Price Action:</b>Alibaba ended Tuesday&#39;s session down 0.7% at $119.56.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178839494","content_text":"Alibaba Group Holding Limited is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.What Happened:The Charlie Munger-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.Daily Journal also has positions in U.S. financial services firms Bank of America Corp.,US Bancorp and Wells Fargo & Company, as well as South Korean steel giant POSCO.Why It's Important:Munger is billionaire investor Warren Buffett's right-hand man and the vice chairman of Berkshire Hathaway Inc..The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.Alibaba's shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.For Daily Journal, Alibaba could turn out to be a bargain buy.The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.BABA Price Action:Alibaba ended Tuesday's session down 0.7% at $119.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952588519,"gmtCreate":1674815556231,"gmtModify":1676538960507,"author":{"id":"4089777453696550","authorId":"4089777453696550","name":"soosoo","avatar":"https://static.tigerbbs.com/a7a8e4a0c1e8d4b7bf1e9db91cfaffc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089777453696550","authorIdStr":"4089777453696550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952588519","repostId":"2306138469","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}