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2021-08-04

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VICI Properties to buy MGM Resort-controlled MGM Growth in $17.2 bln deal

2021-08-03

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2021-08-02

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2021-08-02

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Moderna, Pfizer Hike Vaccine Prices By Up To 25%

2021-08-01

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SIA, SIAE, Singtel potential candidates for company restructuring: Maybank

2021-08-01

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Wall Street declines with Amazon; S&P 500 posts gains for month

2021-08-01

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Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow

2021-08-01

$Apple(AAPL)$win win

2021-08-01

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Why Oracle Stock Could Be Volatile In August

2021-08-01

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2021-08-01

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2021-08-01

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Home prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely.

2021-07-28

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Apple warns supply constraints will impact iPhone and iPad, shares fall

2021-07-28

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Microsoft scores record quarterly profit on cloud boost

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MGM Growth Properties, majority cont","content":"<p>(Adds background on MGM Resorts' prior deals)</p>\n<p>Aug 4 (Reuters) - MGM Growth Properties, majority controlled by MGM Resorts, agreed on Wednesday to sell itself to VICI Properties Inc in a $17.2 billion deal that will see the casino operator cash in on its valuable real estate to fund growth.</p>\n<p>Shares of MGM Growth surged about 10% in premarket trading, MGM Resorts rose about 5%, while VICI dipped about 1%.</p>\n<p>The stock-for-stock deal, which includes $5.7 billion of debt, will get MGM Resorts $4.4 billion for its stake in MGM Growth and is a part of MGM's 'asset light' strategy to invest in areas such as sports betting and casino development in Japan.</p>\n<p>Last month, MGM Resorts said it would buy the remaining 50% stake in its joint venture CityCenter complex, so that it could sell two properties within the complex to private equity firm Blackstone for $3.89 billion.</p>\n<p>\"(We) remain focused on pursuing growth opportunities in our core business, with significant financial flexibility to continue to deploy capital to maximize shareholder value,\" MGM Resorts Chief Executive Officer Bill Hornbuckle said.</p>\n<p>MGM Growth owns a portfolio of properties that consists of 12 resorts in Las Vegas and elsewhere in the United States.</p>\n<p>VICI's stock offer of $43 per share represents a premium of about 16% to MGM Growth's closing price on Tuesday.</p>\n<p>VICI's portfolio consists of 28 gaming facilities and about 17,800 hotel rooms and more than 200 restaurants, bars, nightclubs and sportsbooks.</p>\n<p>MGM Resorts will own about 1% stake in the VICI operating partnership, worth about $370 million.</p>\n<p>The deal is expected to close in the first half of 2022, the companies said. (Reporting by Ankit Ajmera in Bengaluru; Editing by Aditya Soni and Shailesh Kuber)</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>VICI Properties to buy MGM Resort-controlled MGM Growth in $17.2 bln deal</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\">\nVICI Properties to buy MGM Resort-controlled MGM Growth in $17.2 bln deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-04 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Adds background on MGM Resorts' prior deals)</p>\n<p>Aug 4 (Reuters) - MGM Growth Properties, majority controlled by MGM Resorts, agreed on Wednesday to sell itself to VICI Properties Inc in a $17.2 billion deal that will see the casino operator cash in on its valuable real estate to fund growth.</p>\n<p>Shares of MGM Growth surged about 10% in premarket trading, MGM Resorts rose about 5%, while VICI dipped about 1%.</p>\n<p>The stock-for-stock deal, which includes $5.7 billion of debt, will get MGM Resorts $4.4 billion for its stake in MGM Growth and is a part of MGM's 'asset light' strategy to invest in areas such as sports betting and casino development in Japan.</p>\n<p>Last month, MGM Resorts said it would buy the remaining 50% stake in its joint venture CityCenter complex, so that it could sell two properties within the complex to private equity firm Blackstone for $3.89 billion.</p>\n<p>\"(We) remain focused on pursuing growth opportunities in our core business, with significant financial flexibility to continue to deploy capital to maximize shareholder value,\" MGM Resorts Chief Executive Officer Bill Hornbuckle said.</p>\n<p>MGM Growth owns a portfolio of properties that consists of 12 resorts in Las Vegas and elsewhere in the United States.</p>\n<p>VICI's stock offer of $43 per share represents a premium of about 16% to MGM Growth's closing price on Tuesday.</p>\n<p>VICI's portfolio consists of 28 gaming facilities and about 17,800 hotel rooms and more than 200 restaurants, bars, nightclubs and sportsbooks.</p>\n<p>MGM Resorts will own about 1% stake in the VICI operating partnership, worth about $370 million.</p>\n<p>The deal is expected to close in the first half of 2022, the companies said. (Reporting by Ankit Ajmera in Bengaluru; Editing by Aditya Soni and Shailesh Kuber)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VICI":"Vici Properties","MGP":"MGM Growth Properties LLC","MGM":"美高梅"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156109024","content_text":"(Adds background on MGM Resorts' prior deals)\nAug 4 (Reuters) - MGM Growth Properties, majority controlled by MGM Resorts, agreed on Wednesday to sell itself to VICI Properties Inc in a $17.2 billion deal that will see the casino operator cash in on its valuable real estate to fund growth.\nShares of MGM Growth surged about 10% in premarket trading, MGM Resorts rose about 5%, while VICI dipped about 1%.\nThe stock-for-stock deal, which includes $5.7 billion of debt, will get MGM Resorts $4.4 billion for its stake in MGM Growth and is a part of MGM's 'asset light' strategy to invest in areas such as sports betting and casino development in Japan.\nLast month, MGM Resorts said it would buy the remaining 50% stake in its joint venture CityCenter complex, so that it could sell two properties within the complex to private equity firm Blackstone for $3.89 billion.\n\"(We) remain focused on pursuing growth opportunities in our core business, with significant financial flexibility to continue to deploy capital to maximize shareholder value,\" MGM Resorts Chief Executive Officer Bill Hornbuckle said.\nMGM Growth owns a portfolio of properties that consists of 12 resorts in Las Vegas and elsewhere in the United States.\nVICI's stock offer of $43 per share represents a premium of about 16% to MGM Growth's closing price on Tuesday.\nVICI's portfolio consists of 28 gaming facilities and about 17,800 hotel rooms and more than 200 restaurants, bars, nightclubs and sportsbooks.\nMGM Resorts will own about 1% stake in the VICI operating partnership, worth about $370 million.\nThe deal is expected to close in the first half of 2022, the companies said. (Reporting by Ankit Ajmera in Bengaluru; Editing by Aditya Soni and Shailesh Kuber)","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804750878,"gmtCreate":1627982268494,"gmtModify":1703499059835,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804750878","repostId":"1170731978","repostType":4,"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804007675,"gmtCreate":1627911143197,"gmtModify":1703497690596,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Ohoh","listText":"Ohoh","text":"Ohoh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804007675","repostId":"1159974089","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804001334,"gmtCreate":1627910873128,"gmtModify":1703497680870,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804001334","repostId":"1172231827","repostType":4,"repost":{"id":"1172231827","kind":"news","pubTimestamp":1627910581,"share":"https://ttm.financial/m/news/1172231827?lang=&edition=fundamental","pubTime":"2021-08-02 21:23","market":"us","language":"en","title":"Moderna, Pfizer Hike Vaccine Prices By Up To 25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172231827","media":"zerohedge","summary":"Pfizer and Moderna, Inc. have both made clear that they see their COVID vaccination businesses as lo","content":"<p><a href=\"https://laohu8.com/S/PFE\">Pfizer</a> and <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> have both made clear that they see their COVID vaccination businesses as long-term profit drivers, not the public service that enabled them to receive billions of dollars in public money to effectively subsidize their development. And now that jabs from <a href=\"https://laohu8.com/S/CAAS\">China</a> and Russia are facing newfound skepticism across Europe and the emerging world, Big Pharma is showing its true colors, and demanding a massive premium from all buyers of its jabs as Pfizer rolls out its first 'booster jabs'.</p>\n<p>It's interesting that they're raising prices, considering thatthe Pfizer jabhasn't exactlyheld up to the original promise of its efficacy.</p>\n<p>Despite their original promises not to profit off the vaccines until the pandemic had ended, both companies are now seizing the opportunity to hike prices charged to governments like those in the EU.</p>\n<p>According to the latest EU supply contracts seen by the FT, Pfizer raised the price of its COVID vaccine by more than 25% and Moderna raised its price by more than 10%. Both companies are expected to generate tens of billions of dollars in revenue this year as they sign new deals with countries anxious to secure supplies for potential booster shots.</p>\n<p>Perthe FT,the companies are raising prices now that Phase 3 trial data has showed that their mRNA jabs are more effective than the AstraZeneca and JNJ jabs. But let's not forget another important factor: that both the AstraZeneca and JNJ jabs have been linked to rare yet sometimes fatal blood clots that have made millions of people wary of taking the jabs. In Australia, for example, the AstraZeneca jab is much more available than the Pfizer jabs...but most patients would prefer to wait, despite the intense lockdowns imposed on the population.</p>\n<p>The new price for a Pfizer shot was €19.50 ($23) vs. €15.50 ($18) previously, according to the contracts seen by the FT.</p>\n<p>The insider who leaked the data to the FT said the pharmaceutical companies argued they deserved more money because their jabs offered increased \"value\" vs. competing vaccines.</p>\n<p>In reality, Big Pharma is just trying to do right by its shareholders as sales are expected to boom.</p>\n<p><img src=\"https://static.tigerbbs.com/cb20962b05dd2a1a50089742b71bd99c\" tg-width=\"1280\" tg-height=\"889\" referrerpolicy=\"no-referrer\">As the FT points out, the EU supply deal was struck at a difficult time for the EU. The AstraZeneca jab that public health leaders had hoped would be the workhorse of the global rollout had been damaged by scandal. The big pharma firms effectively had their government customers over a barrel. What's more, EU members were grousing about \"unfair\" distribution of shots that left some countries short on jabs.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> last week, Pfizer last week raised its guidance for annual vaccine revenue by nearly <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third to $33.5 billion, after sales of the shot helped almost double sales in the second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/5b4fabb71aac47f3f630bde49b1c1c8b\" tg-width=\"1280\" tg-height=\"937\" referrerpolicy=\"no-referrer\"></p>\n<p>Fortunately for shareholders, sales to high-income countries likely won't be slowing any time soon as governments prepare to start inoculating minors, and booster shots are being doled out already in Israel.</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>Moderna, Pfizer Hike Vaccine Prices By Up To 25%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna, Pfizer Hike Vaccine Prices By Up To 25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/covid-19/moderna-pfizer-hike-vaccine-prices-25?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer and Moderna, Inc. have both made clear that they see their COVID vaccination businesses as long-term profit drivers, not the public service that enabled them to receive billions of dollars in ...</p>\n\n<a href=\"https://www.zerohedge.com/covid-19/moderna-pfizer-hike-vaccine-prices-25?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.zerohedge.com/covid-19/moderna-pfizer-hike-vaccine-prices-25?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172231827","content_text":"Pfizer and Moderna, Inc. have both made clear that they see their COVID vaccination businesses as long-term profit drivers, not the public service that enabled them to receive billions of dollars in public money to effectively subsidize their development. And now that jabs from China and Russia are facing newfound skepticism across Europe and the emerging world, Big Pharma is showing its true colors, and demanding a massive premium from all buyers of its jabs as Pfizer rolls out its first 'booster jabs'.\nIt's interesting that they're raising prices, considering thatthe Pfizer jabhasn't exactlyheld up to the original promise of its efficacy.\nDespite their original promises not to profit off the vaccines until the pandemic had ended, both companies are now seizing the opportunity to hike prices charged to governments like those in the EU.\nAccording to the latest EU supply contracts seen by the FT, Pfizer raised the price of its COVID vaccine by more than 25% and Moderna raised its price by more than 10%. Both companies are expected to generate tens of billions of dollars in revenue this year as they sign new deals with countries anxious to secure supplies for potential booster shots.\nPerthe FT,the companies are raising prices now that Phase 3 trial data has showed that their mRNA jabs are more effective than the AstraZeneca and JNJ jabs. But let's not forget another important factor: that both the AstraZeneca and JNJ jabs have been linked to rare yet sometimes fatal blood clots that have made millions of people wary of taking the jabs. In Australia, for example, the AstraZeneca jab is much more available than the Pfizer jabs...but most patients would prefer to wait, despite the intense lockdowns imposed on the population.\nThe new price for a Pfizer shot was €19.50 ($23) vs. €15.50 ($18) previously, according to the contracts seen by the FT.\nThe insider who leaked the data to the FT said the pharmaceutical companies argued they deserved more money because their jabs offered increased \"value\" vs. competing vaccines.\nIn reality, Big Pharma is just trying to do right by its shareholders as sales are expected to boom.\nAs the FT points out, the EU supply deal was struck at a difficult time for the EU. The AstraZeneca jab that public health leaders had hoped would be the workhorse of the global rollout had been damaged by scandal. The big pharma firms effectively had their government customers over a barrel. What's more, EU members were grousing about \"unfair\" distribution of shots that left some countries short on jabs.\nJust last week, Pfizer last week raised its guidance for annual vaccine revenue by nearly one-third to $33.5 billion, after sales of the shot helped almost double sales in the second quarter.\n\nFortunately for shareholders, sales to high-income countries likely won't be slowing any time soon as governments prepare to start inoculating minors, and booster shots are being doled out already in Israel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805076638,"gmtCreate":1627829476624,"gmtModify":1703496363415,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805076638","repostId":"1153879814","repostType":4,"repost":{"id":"1153879814","kind":"news","pubTimestamp":1627784753,"share":"https://ttm.financial/m/news/1153879814?lang=&edition=fundamental","pubTime":"2021-08-01 10:25","market":"sg","language":"en","title":"SIA, SIAE, Singtel potential candidates for company restructuring: Maybank","url":"https://stock-news.laohu8.com/highlight/detail?id=1153879814","media":"Singapore Business","summary":"Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring?\n\nDrivers are in play f","content":"<blockquote>\n <b><i>Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring?</i></b>\n</blockquote>\n<p>Drivers are in play for more corporate restructuring from Singapore firms following the major restructuring plans of Singapore Press Holdings (SPH) and a possible merger between Keppel Offshore &amp; Marine and Sembcorp Marine Ltd, according to a report by Maybank Kim Eng.</p>\n<p>According to the report, the drivers catalyzing these restructurings remain in play and are unlikely to retreat in the near-term.</p>\n<p>Some Singapore companies named by Maybank that are potential candidates for a corporate restructuring are Singtel, Singapore Airlines Group and the Singapore Institute of Aerospace Engineers.</p>\n<p>Maybank said Singtel is currently exploring options to review its stakes in associates and infrastructure assets to unlock latent value.</p>\n<p>Continued weakness and expected long lead time to recovery of international air travel may force certain rationalization for SIA and SIAE. Meanwhile, big developers like CityDev and UOL also have sizable development businesses similar to CAPL.</p>","source":"lsy1618986048053","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>SIA, SIAE, Singtel potential candidates for company restructuring: Maybank</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\">\nSIA, SIAE, Singtel potential candidates for company restructuring: Maybank\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/economy/news/sia-siae-singtel-potential-candidates-company-restructuring-maybank><strong>Singapore Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring?\n\nDrivers are in play for more corporate restructuring from Singapore firms following the major restructuring plans of ...</p>\n\n<a href=\"https://sbr.com.sg/economy/news/sia-siae-singtel-potential-candidates-company-restructuring-maybank\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://sbr.com.sg/economy/news/sia-siae-singtel-potential-candidates-company-restructuring-maybank","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153879814","content_text":"Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring?\n\nDrivers are in play for more corporate restructuring from Singapore firms following the major restructuring plans of Singapore Press Holdings (SPH) and a possible merger between Keppel Offshore & Marine and Sembcorp Marine Ltd, according to a report by Maybank Kim Eng.\nAccording to the report, the drivers catalyzing these restructurings remain in play and are unlikely to retreat in the near-term.\nSome Singapore companies named by Maybank that are potential candidates for a corporate restructuring are Singtel, Singapore Airlines Group and the Singapore Institute of Aerospace Engineers.\nMaybank said Singtel is currently exploring options to review its stakes in associates and infrastructure assets to unlock latent value.\nContinued weakness and expected long lead time to recovery of international air travel may force certain rationalization for SIA and SIAE. Meanwhile, big developers like CityDev and UOL also have sizable development businesses similar to CAPL.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805078238,"gmtCreate":1627829331124,"gmtModify":1703496361929,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805078238","repostId":"2155001152","repostType":4,"repost":{"id":"2155001152","kind":"news","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":1627675228,"share":"https://ttm.financial/m/news/2155001152?lang=&edition=fundamental","pubTime":"2021-07-31 04:00","market":"us","language":"en","title":"Wall Street declines with Amazon; S&P 500 posts gains for month","url":"https://stock-news.laohu8.com/highlight/detail?id=2155001152","media":"Reuters","summary":"U.S. consumer spending rises in June, inflation increases . NEW YORK, July 30  - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</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>Wall Street declines with Amazon; S&P 500 posts gains for month</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street declines with Amazon; S&P 500 posts gains for month\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\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","CAT":"卡特彼勒","SH":"标普500反向ETF","COMP":"Compass, Inc.",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEX":"标普100","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","AMZN":"亚马逊","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805078804,"gmtCreate":1627829301108,"gmtModify":1703496361438,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805078804","repostId":"1122171439","repostType":4,"repost":{"id":"1122171439","kind":"news","pubTimestamp":1627786350,"share":"https://ttm.financial/m/news/1122171439?lang=&edition=fundamental","pubTime":"2021-08-01 10:52","market":"us","language":"en","title":"Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow","url":"https://stock-news.laohu8.com/highlight/detail?id=1122171439","media":"InvestorPlace","summary":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.Alphabet just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow  grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.On July 27, Alphabet, the pa","content":"<blockquote>\n GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n</blockquote>\n<p><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.</p>\n<p>On July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.</p>\n<p>That implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.</p>\n<p>Of course, this assumes that advertising growth — and the economy in general — stay red hot.</p>\n<p><b>Estimating Google’s FCF</b></p>\n<p>But more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.</p>\n<p>I think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.</p>\n<p>So, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,<i>Seeking Alpha</i>shows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.</p>\n<p>We should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.</p>\n<p><b>What GOOG Stock Is Now Worth</b></p>\n<p>One way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen on<i>Seeking Alpha’s</i>historical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.</p>\n<p>First, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according to<i>Yahoo! Finance</i>, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.</p>\n<p>Next, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.</p>\n<p><b>What To Do With GOOG Stock</b></p>\n<p>In other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.</p>\n<p>For example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.</p>\n<p>I don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.</p>\n<p>Bottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow</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\">\nAlphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results,...</p>\n\n<a href=\"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","GOOG":"谷歌","09086":"华夏纳指-U","GOOGL":"谷歌A","03086":"华夏纳指"},"source_url":"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122171439","content_text":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.\nOn July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.\nThat implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.\nOf course, this assumes that advertising growth — and the economy in general — stay red hot.\nEstimating Google’s FCF\nBut more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.\nI think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.\nSo, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,Seeking Alphashows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.\nWe should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.\nWhat GOOG Stock Is Now Worth\nOne way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen onSeeking Alpha’shistorical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.\nFirst, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according toYahoo! Finance, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.\nNext, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.\nWhat To Do With GOOG Stock\nIn other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.\nFor example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.\nI don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.\nBottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805071722,"gmtCreate":1627829262666,"gmtModify":1703496360946,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>win win","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>win win","text":"$Apple(AAPL)$win win","images":[{"img":"https://static.tigerbbs.com/5ff75cacb82870af910dd292bc63d400","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805071722","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805071342,"gmtCreate":1627829184986,"gmtModify":1703496359943,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"New projects&nbsp;","listText":"New projects&nbsp;","text":"New projects","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805071342","repostId":"1159296868","repostType":4,"repost":{"id":"1159296868","kind":"news","pubTimestamp":1627786610,"share":"https://ttm.financial/m/news/1159296868?lang=&edition=fundamental","pubTime":"2021-08-01 10:56","market":"us","language":"en","title":"Why Oracle Stock Could Be Volatile In August","url":"https://stock-news.laohu8.com/highlight/detail?id=1159296868","media":"InvestorPlace","summary":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce consider","content":"<blockquote>\n Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n</blockquote>\n<p>Once considered a laggard company in the world of technology,<b>Oracle</b>&nbsp;(NYSE:<b>ORCL</b>) stock has made a comeback as one of the best-performing tech names of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/1e4fb922d429b71a40534256e2dff304\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Jonathan Weiss / Shutterstock.com</p>\n<p>It was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.</p>\n<p>Investors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.</p>\n<p>And the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.</p>\n<p>Thanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking</p>\n<p>Yet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.</p>\n<p><b>How Recent Earnings Came</b></p>\n<p>Founded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization&nbsp; stands at $246 billion.</p>\n<p>Oracle released&nbsp;fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.</p>\n<p>In fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.</p>\n<p>On the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”</p>\n<p>Cloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.</p>\n<p>ORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.</p>\n<p><b>Long-Term Tailwinds For Oracle Stock</b></p>\n<p>Despite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.</p>\n<p>Management regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.</p>\n<p>The company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.</p>\n<p>Market research firm&nbsp;Research and Markets&nbsp;predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.</p>\n<p>The company still trails behind the market leader<b>Amazon</b>(NASDAQ:<b>AMZN</b>) as well as other&nbsp; competitors<b>Microsoft</b>(NASDAQ:<b>MSFT</b>) and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:<b>GOOG</b>, NASDAQ:<b>GOOGL</b>). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.</p>\n<p>If management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.</p>\n<p><b>The Bottom Line on ORCL Stock</b></p>\n<p>Oracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.</p>\n<p>Although I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Oracle Stock Could Be Volatile In August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Oracle Stock Could Be Volatile In August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one ...</p>\n\n<a href=\"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159296868","content_text":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one of the best-performing tech names of 2021.\nSource: Jonathan Weiss / Shutterstock.com\nIt was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.\nInvestors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.\nAnd the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.\nThanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking\nYet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.\nHow Recent Earnings Came\nFounded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization  stands at $246 billion.\nOracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.\nIn fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.\nOn the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”\nCloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.\nORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.\nLong-Term Tailwinds For Oracle Stock\nDespite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.\nManagement regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.\nThe company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.\nMarket research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.\nThe company still trails behind the market leaderAmazon(NASDAQ:AMZN) as well as other  competitorsMicrosoft(NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.\nIf management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.\nThe Bottom Line on ORCL Stock\nOracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.\nAlthough I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805073572,"gmtCreate":1627829098996,"gmtModify":1703496359280,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Good to buy?","listText":"Good to buy?","text":"Good to buy?","images":[{"img":"https://static.tigerbbs.com/1ff660b110b2ba0127c2eeac7404b078","width":"1080","height":"2449"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805073572","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805070277,"gmtCreate":1627828883599,"gmtModify":1703496356821,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S58.SI\">$SATS LTD.(S58.SI)$</a>cool","listText":"<a href=\"https://laohu8.com/S/S58.SI\">$SATS LTD.(S58.SI)$</a>cool","text":"$SATS LTD.(S58.SI)$cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805070277","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805047997,"gmtCreate":1627828764119,"gmtModify":1703496354186,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805047997","repostId":"2156165727","repostType":4,"repost":{"id":"2156165727","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":1627771020,"share":"https://ttm.financial/m/news/2156165727?lang=&edition=fundamental","pubTime":"2021-08-01 06:37","market":"us","language":"en","title":"Home prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely.","url":"https://stock-news.laohu8.com/highlight/detail?id=2156165727","media":"Dow Jones","summary":"'I think the Fed will work very, very hard to create a soft landing in house prices,' says mortgage ","content":"<blockquote>\n 'I think the Fed will work very, very hard to create a soft landing in house prices,' says mortgage market veteran.\n</blockquote>\n<p>U.S. home prices have been rising at a record annual pace , the absence of properties for sale, and the scramble by households for more space as families have fled to the suburbs during the pandemic.</p>\n<p>Can the good times last when the Federal Reserve finally cuts back on buying mortgage and Treasury bonds? Here's how mortgage rates and a less gargantuan central bank footprint could impact the heated U.S. housing market.</p>\n<p>\"The Fed is certainly talking and thinking about it,\" said Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, on the subject of how the Federal Reserve could scale back the central bank's $120 billion a month bond-buying program.</p>\n<p>But Jones also thinks tighter credit conditions, likely via higher borrowing rates as the Fed tapers its bond buying program, might end up being a saving grace for today's housing market.</p>\n<p>\"Housing prices could certainly pull back, after accelerating so fast,\" she said, pointing to households fighting over the few properties available to buy, while navigating work from home. \"At some point,\" she said, mortgage payments on high-priced homes \"become unsustainable with people's incomes.\"</p>\n<p>\"But I don't see a big housing debacle.\"</p>\n<p>How to pump the brakes on housing</p>\n<p>The central bank has maintained a large footprint in the mortgage market for more than a decade, but the worsening affordability crisis in the U.S. housing market led Fed officials to walk a tightrope recently when trying to explain its ongoing large-scale asset purchases during the pandemic recovery.</p>\n<p>Fed officials in recent weeks have expressed a fair bit of disagreement around the timing and pace of any scaling back of its large-scale asset purchases.</p>\n<p>St. Louis Fed President James Bullard said Friday the central bank should start to slow down its bond purchases this fall and finish by March , saying he thought financial markets \"are very well prepared\" for the reduction in purchases.</p>\n<p>During a midweek press briefing, Chairman Jerome Powell said tapering likely would start with agency mortgage-backed securities (MBS) and Treasury bonds at the same time, but also \"the idea of reducing\" mortgage exposure \"at a somewhat faster pace does have some traction with some people\".</p>\n<p>The blue line in the chart below traces the central bank's balance sheet</p>\n<p>As of July 29, the Fed was holding about 31% of the roughly $7.8 trillion agency MBS market, or housing bonds with government backing.</p>\n<p>\"You could make the case that the Fed owns almost <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the agency mortgage bond market, and that it might make sense to loosen its grip,\" Jones said, particularly as Powell has played down a direct link between its MBS purchases and climbing home prices.</p>\n<p>It may now seem like a distant memory, but before the pandemic upheaval, that was precisely what the Fed was trying to do.</p>\n<p>\"Who would have thought,\" said Paul Jablansky, head of fixed income at Guardian Life Insurance, that the U.S. would be in the midst of \"one of the frothiest housing markets in history,\" following last year's extreme pandemic shutdowns that closed businesses, workplaces and national borders.</p>\n<p>\"Occasionally people ask, are we at the peak?\" said Jablansky, a 30-year veteran of the mortgage, and asset-backed and broader bond market. \"We are outside the balance of our experience, so it's very difficult to say we are at the peak,\" he told MarketWatch.</p>\n<p>\"I do think house price inflation will have to slow down dramatically. But maybe the biggest question is, can we see housing prices go negative? I think the Fed will work very, very hard to create a soft landing in house prices.\"</p>\n<p>Schwab's forecast has been for the Fed to kick things off by reducing its monthly asset purchases by $15 billion to $105 billion. That would mean cutting $10 billion from its current $80 billion monthly pace of Treasury purchases and $5 billion from its $40 billion monthly pace of MBS.</p>\n<p>\"So far, we haven't changed that,\" Jones told MarketWatch.</p>\n<p>While the Fed doesn't set long-term interest rates, its mass buying of Treasurys aims to keep a lid on borrowing costs. Treasury yields also inform the interest rate component of 30-year fixed-rate mortgages. So perhaps, scaling back both at once makes sense, Jones said.</p>\n<p>Misremembering the 2013 taper</p>\n<p>Fed Chair Powell said on Wednesday that the central bank's \"substantial further progress\" standard for unemployment and inflation in particular hasn't been met yet, while stressing that he'd like to see more progress in the jobs market before easing its monetary policy support for the economy.</p>\n<p>Powell also frequently has talked of lessons learned from the market upheaval of 2013, the so-called \"taper tantrum\" that rattled markets after the central bank began talking about taking away the punch bowl, as the economy healed from the Great Recession of 2008.</p>\n<p>\"What we need to remember,\" Jablansky said, is that markets sold off in anticipation of tapering, not the actual pull back in asset purchases. \"Later in the year, the period [former Fed Chair Ben] Bernanke was talking about, the Fed actually continued to buy assets, and the amount of accommodation it provided to the economy actually went up.\"</p>\n<p>Historically, the only stretch where the Fed has actively withdrawn its support occurred between 2017 and 2019, following its controversial, first foray into large-scale asset purchases to unfreeze credit markets post 2008.</p>\n<p>\"It's very difficult to draw a lot of conclusions from that real short period,\" Jablansky said. \"For us, the conclusion is that 2013 may be instructive, but the circumstances are really different.\"</p>\n<p>The message from Powell consistently has been about preserving \"maximum flexibility, but to go very slowly,\" said George Catrambone, head of Americas trading at asset manager <a href=\"https://laohu8.com/S/DWS.AU\">DWS</a> Group.</p>\n<p>Catrambone thinks that may be the right strategy, given the uncertain outlook on inflation, evidenced by, the recent spike in the cost of living , but also because of how significantly many of our lives have changed because of the pandemic.</p>\n<p>\"We know that a used car won't cost more than a new car forever,\" Catrambone said. \"Do I think the housing market slows down? It could. But you really need the supply, demand imbalance to abate. That could take a while.\"</p>\n<p>Extreme wildfires, drought and other shocks of climate change have been tied to $30 billion in property losses in the first half of 2021, while putting more patches of land and U.S. homes in the path of danger. While these were less frequent housing market topics in 2013, the pandemic also changed the whole notion of \"what is safe\" for many families.</p>\n<p>\"Migratory patterns tend to be sticky,\" Catrambone said, of the flight out of urban centers to suburbia.</p>\n<p>What's more, the delta variant fueling a new wave of COVID-19 cases and others, but also delayed plans by many big companies to return staff to offices buildings.</p>\n<p>\"This probably doesn't help occupancy rates for commercial real estate, with more people likely staying closer to home,\" Catrambone said, but it likely adds to the already high \"psychological value placed on housing.\"</p>\n<p>After touching record highs, the S&amp;P 500 index , Dow Jones Industrial Average and Nasdaq Composite Index closed Friday and the week lower, but booked monthly gains .</p>\n<p>On the U.S. economic data front, August kicks off with manufacturing and construction spending data, followed by motor vehicles sales, ADP employment and jobless claims, but the main focus of the week will be the monthly nonfarm payrolls report on Friday.</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>Home prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely.</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\">\nHome prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely.\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\">2021-08-01 06:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 'I think the Fed will work very, very hard to create a soft landing in house prices,' says mortgage market veteran.\n</blockquote>\n<p>U.S. home prices have been rising at a record annual pace , the absence of properties for sale, and the scramble by households for more space as families have fled to the suburbs during the pandemic.</p>\n<p>Can the good times last when the Federal Reserve finally cuts back on buying mortgage and Treasury bonds? Here's how mortgage rates and a less gargantuan central bank footprint could impact the heated U.S. housing market.</p>\n<p>\"The Fed is certainly talking and thinking about it,\" said Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, on the subject of how the Federal Reserve could scale back the central bank's $120 billion a month bond-buying program.</p>\n<p>But Jones also thinks tighter credit conditions, likely via higher borrowing rates as the Fed tapers its bond buying program, might end up being a saving grace for today's housing market.</p>\n<p>\"Housing prices could certainly pull back, after accelerating so fast,\" she said, pointing to households fighting over the few properties available to buy, while navigating work from home. \"At some point,\" she said, mortgage payments on high-priced homes \"become unsustainable with people's incomes.\"</p>\n<p>\"But I don't see a big housing debacle.\"</p>\n<p>How to pump the brakes on housing</p>\n<p>The central bank has maintained a large footprint in the mortgage market for more than a decade, but the worsening affordability crisis in the U.S. housing market led Fed officials to walk a tightrope recently when trying to explain its ongoing large-scale asset purchases during the pandemic recovery.</p>\n<p>Fed officials in recent weeks have expressed a fair bit of disagreement around the timing and pace of any scaling back of its large-scale asset purchases.</p>\n<p>St. Louis Fed President James Bullard said Friday the central bank should start to slow down its bond purchases this fall and finish by March , saying he thought financial markets \"are very well prepared\" for the reduction in purchases.</p>\n<p>During a midweek press briefing, Chairman Jerome Powell said tapering likely would start with agency mortgage-backed securities (MBS) and Treasury bonds at the same time, but also \"the idea of reducing\" mortgage exposure \"at a somewhat faster pace does have some traction with some people\".</p>\n<p>The blue line in the chart below traces the central bank's balance sheet</p>\n<p>As of July 29, the Fed was holding about 31% of the roughly $7.8 trillion agency MBS market, or housing bonds with government backing.</p>\n<p>\"You could make the case that the Fed owns almost <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the agency mortgage bond market, and that it might make sense to loosen its grip,\" Jones said, particularly as Powell has played down a direct link between its MBS purchases and climbing home prices.</p>\n<p>It may now seem like a distant memory, but before the pandemic upheaval, that was precisely what the Fed was trying to do.</p>\n<p>\"Who would have thought,\" said Paul Jablansky, head of fixed income at Guardian Life Insurance, that the U.S. would be in the midst of \"one of the frothiest housing markets in history,\" following last year's extreme pandemic shutdowns that closed businesses, workplaces and national borders.</p>\n<p>\"Occasionally people ask, are we at the peak?\" said Jablansky, a 30-year veteran of the mortgage, and asset-backed and broader bond market. \"We are outside the balance of our experience, so it's very difficult to say we are at the peak,\" he told MarketWatch.</p>\n<p>\"I do think house price inflation will have to slow down dramatically. But maybe the biggest question is, can we see housing prices go negative? I think the Fed will work very, very hard to create a soft landing in house prices.\"</p>\n<p>Schwab's forecast has been for the Fed to kick things off by reducing its monthly asset purchases by $15 billion to $105 billion. That would mean cutting $10 billion from its current $80 billion monthly pace of Treasury purchases and $5 billion from its $40 billion monthly pace of MBS.</p>\n<p>\"So far, we haven't changed that,\" Jones told MarketWatch.</p>\n<p>While the Fed doesn't set long-term interest rates, its mass buying of Treasurys aims to keep a lid on borrowing costs. Treasury yields also inform the interest rate component of 30-year fixed-rate mortgages. So perhaps, scaling back both at once makes sense, Jones said.</p>\n<p>Misremembering the 2013 taper</p>\n<p>Fed Chair Powell said on Wednesday that the central bank's \"substantial further progress\" standard for unemployment and inflation in particular hasn't been met yet, while stressing that he'd like to see more progress in the jobs market before easing its monetary policy support for the economy.</p>\n<p>Powell also frequently has talked of lessons learned from the market upheaval of 2013, the so-called \"taper tantrum\" that rattled markets after the central bank began talking about taking away the punch bowl, as the economy healed from the Great Recession of 2008.</p>\n<p>\"What we need to remember,\" Jablansky said, is that markets sold off in anticipation of tapering, not the actual pull back in asset purchases. \"Later in the year, the period [former Fed Chair Ben] Bernanke was talking about, the Fed actually continued to buy assets, and the amount of accommodation it provided to the economy actually went up.\"</p>\n<p>Historically, the only stretch where the Fed has actively withdrawn its support occurred between 2017 and 2019, following its controversial, first foray into large-scale asset purchases to unfreeze credit markets post 2008.</p>\n<p>\"It's very difficult to draw a lot of conclusions from that real short period,\" Jablansky said. \"For us, the conclusion is that 2013 may be instructive, but the circumstances are really different.\"</p>\n<p>The message from Powell consistently has been about preserving \"maximum flexibility, but to go very slowly,\" said George Catrambone, head of Americas trading at asset manager <a href=\"https://laohu8.com/S/DWS.AU\">DWS</a> Group.</p>\n<p>Catrambone thinks that may be the right strategy, given the uncertain outlook on inflation, evidenced by, the recent spike in the cost of living , but also because of how significantly many of our lives have changed because of the pandemic.</p>\n<p>\"We know that a used car won't cost more than a new car forever,\" Catrambone said. \"Do I think the housing market slows down? It could. But you really need the supply, demand imbalance to abate. That could take a while.\"</p>\n<p>Extreme wildfires, drought and other shocks of climate change have been tied to $30 billion in property losses in the first half of 2021, while putting more patches of land and U.S. homes in the path of danger. While these were less frequent housing market topics in 2013, the pandemic also changed the whole notion of \"what is safe\" for many families.</p>\n<p>\"Migratory patterns tend to be sticky,\" Catrambone said, of the flight out of urban centers to suburbia.</p>\n<p>What's more, the delta variant fueling a new wave of COVID-19 cases and others, but also delayed plans by many big companies to return staff to offices buildings.</p>\n<p>\"This probably doesn't help occupancy rates for commercial real estate, with more people likely staying closer to home,\" Catrambone said, but it likely adds to the already high \"psychological value placed on housing.\"</p>\n<p>After touching record highs, the S&amp;P 500 index , Dow Jones Industrial Average and Nasdaq Composite Index closed Friday and the week lower, but booked monthly gains .</p>\n<p>On the U.S. economic data front, August kicks off with manufacturing and construction spending data, followed by motor vehicles sales, ADP employment and jobless claims, but the main focus of the week will be the monthly nonfarm payrolls report on Friday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","HBCP":"Home合众银行","MBB":"美国按揭抵押债券ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156165727","content_text":"'I think the Fed will work very, very hard to create a soft landing in house prices,' says mortgage market veteran.\n\nU.S. home prices have been rising at a record annual pace , the absence of properties for sale, and the scramble by households for more space as families have fled to the suburbs during the pandemic.\nCan the good times last when the Federal Reserve finally cuts back on buying mortgage and Treasury bonds? Here's how mortgage rates and a less gargantuan central bank footprint could impact the heated U.S. housing market.\n\"The Fed is certainly talking and thinking about it,\" said Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, on the subject of how the Federal Reserve could scale back the central bank's $120 billion a month bond-buying program.\nBut Jones also thinks tighter credit conditions, likely via higher borrowing rates as the Fed tapers its bond buying program, might end up being a saving grace for today's housing market.\n\"Housing prices could certainly pull back, after accelerating so fast,\" she said, pointing to households fighting over the few properties available to buy, while navigating work from home. \"At some point,\" she said, mortgage payments on high-priced homes \"become unsustainable with people's incomes.\"\n\"But I don't see a big housing debacle.\"\nHow to pump the brakes on housing\nThe central bank has maintained a large footprint in the mortgage market for more than a decade, but the worsening affordability crisis in the U.S. housing market led Fed officials to walk a tightrope recently when trying to explain its ongoing large-scale asset purchases during the pandemic recovery.\nFed officials in recent weeks have expressed a fair bit of disagreement around the timing and pace of any scaling back of its large-scale asset purchases.\nSt. Louis Fed President James Bullard said Friday the central bank should start to slow down its bond purchases this fall and finish by March , saying he thought financial markets \"are very well prepared\" for the reduction in purchases.\nDuring a midweek press briefing, Chairman Jerome Powell said tapering likely would start with agency mortgage-backed securities (MBS) and Treasury bonds at the same time, but also \"the idea of reducing\" mortgage exposure \"at a somewhat faster pace does have some traction with some people\".\nThe blue line in the chart below traces the central bank's balance sheet\nAs of July 29, the Fed was holding about 31% of the roughly $7.8 trillion agency MBS market, or housing bonds with government backing.\n\"You could make the case that the Fed owns almost one-third of the agency mortgage bond market, and that it might make sense to loosen its grip,\" Jones said, particularly as Powell has played down a direct link between its MBS purchases and climbing home prices.\nIt may now seem like a distant memory, but before the pandemic upheaval, that was precisely what the Fed was trying to do.\n\"Who would have thought,\" said Paul Jablansky, head of fixed income at Guardian Life Insurance, that the U.S. would be in the midst of \"one of the frothiest housing markets in history,\" following last year's extreme pandemic shutdowns that closed businesses, workplaces and national borders.\n\"Occasionally people ask, are we at the peak?\" said Jablansky, a 30-year veteran of the mortgage, and asset-backed and broader bond market. \"We are outside the balance of our experience, so it's very difficult to say we are at the peak,\" he told MarketWatch.\n\"I do think house price inflation will have to slow down dramatically. But maybe the biggest question is, can we see housing prices go negative? I think the Fed will work very, very hard to create a soft landing in house prices.\"\nSchwab's forecast has been for the Fed to kick things off by reducing its monthly asset purchases by $15 billion to $105 billion. That would mean cutting $10 billion from its current $80 billion monthly pace of Treasury purchases and $5 billion from its $40 billion monthly pace of MBS.\n\"So far, we haven't changed that,\" Jones told MarketWatch.\nWhile the Fed doesn't set long-term interest rates, its mass buying of Treasurys aims to keep a lid on borrowing costs. Treasury yields also inform the interest rate component of 30-year fixed-rate mortgages. So perhaps, scaling back both at once makes sense, Jones said.\nMisremembering the 2013 taper\nFed Chair Powell said on Wednesday that the central bank's \"substantial further progress\" standard for unemployment and inflation in particular hasn't been met yet, while stressing that he'd like to see more progress in the jobs market before easing its monetary policy support for the economy.\nPowell also frequently has talked of lessons learned from the market upheaval of 2013, the so-called \"taper tantrum\" that rattled markets after the central bank began talking about taking away the punch bowl, as the economy healed from the Great Recession of 2008.\n\"What we need to remember,\" Jablansky said, is that markets sold off in anticipation of tapering, not the actual pull back in asset purchases. \"Later in the year, the period [former Fed Chair Ben] Bernanke was talking about, the Fed actually continued to buy assets, and the amount of accommodation it provided to the economy actually went up.\"\nHistorically, the only stretch where the Fed has actively withdrawn its support occurred between 2017 and 2019, following its controversial, first foray into large-scale asset purchases to unfreeze credit markets post 2008.\n\"It's very difficult to draw a lot of conclusions from that real short period,\" Jablansky said. \"For us, the conclusion is that 2013 may be instructive, but the circumstances are really different.\"\nThe message from Powell consistently has been about preserving \"maximum flexibility, but to go very slowly,\" said George Catrambone, head of Americas trading at asset manager DWS Group.\nCatrambone thinks that may be the right strategy, given the uncertain outlook on inflation, evidenced by, the recent spike in the cost of living , but also because of how significantly many of our lives have changed because of the pandemic.\n\"We know that a used car won't cost more than a new car forever,\" Catrambone said. \"Do I think the housing market slows down? It could. But you really need the supply, demand imbalance to abate. That could take a while.\"\nExtreme wildfires, drought and other shocks of climate change have been tied to $30 billion in property losses in the first half of 2021, while putting more patches of land and U.S. homes in the path of danger. While these were less frequent housing market topics in 2013, the pandemic also changed the whole notion of \"what is safe\" for many families.\n\"Migratory patterns tend to be sticky,\" Catrambone said, of the flight out of urban centers to suburbia.\nWhat's more, the delta variant fueling a new wave of COVID-19 cases and others, but also delayed plans by many big companies to return staff to offices buildings.\n\"This probably doesn't help occupancy rates for commercial real estate, with more people likely staying closer to home,\" Catrambone said, but it likely adds to the already high \"psychological value placed on housing.\"\nAfter touching record highs, the S&P 500 index , Dow Jones Industrial Average and Nasdaq Composite Index closed Friday and the week lower, but booked monthly gains .\nOn the U.S. economic data front, August kicks off with manufacturing and construction spending data, followed by motor vehicles sales, ADP employment and jobless claims, but the main focus of the week will be the monthly nonfarm payrolls report on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803122388,"gmtCreate":1627429002844,"gmtModify":1703489630727,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803122388","repostId":"1148712151","repostType":4,"repost":{"id":"1148712151","kind":"news","pubTimestamp":1627423570,"share":"https://ttm.financial/m/news/1148712151?lang=&edition=fundamental","pubTime":"2021-07-28 06:06","market":"us","language":"en","title":"Apple warns supply constraints will impact iPhone and iPad, shares fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1148712151","media":"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html","summary":"Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.Overall, Apple’s sales were up 36% from the June quarter last year. iPhone sales increased nearly 50% on an annual basis.Apple stock was down over 2% in extended trading. It dropped on Tuesday after Apple warned that growth in the September quarter would not be as strong as June’s.Here are the key numbers compared to what Wal","content":"<div>\n<p>Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple warns supply constraints will impact iPhone and iPad, shares fall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple warns supply constraints will impact iPhone and iPad, shares fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 06:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html><strong>https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1148712151","content_text":"Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales were up 36% from the June quarter last year. iPhone sales increased nearly 50% on an annual basis.\nApple stock was down over 2% in extended trading. It dropped on Tuesday after Apple warned that growth in the September quarter would not be as strong as June’s.\nHere are the key numbers compared to what Wall Street was expecting, per Refinitiv estimates:\n\nEPS: $1.30 vs. $1.01 estimated\nRevenue: $81.41 billion vs. $73.30 billion estimated, up 36% year-over-year\niPhone revenue: $39.57 billion vs. $34.01 billion estimated, up 49.78% year-over-year\nServices revenue: $17.48 billion vs. $16.33 billion estimated, up 33% year-over-year\nOther Products revenue: $8.76 billion vs. $7.80 billion estimated, up 40% year-over-year\nMac revenue:$8.24 billion vs. $8.07 billion estimated, up 16% year-over-year\niPad revenue: $7.37 billion vs. $7.15 billion estimated, up 12% year-over-year\nGross margin: 43.3% vs. 41.9% estimated\n\nApple did not provide formal guidance for the sixth quarter in a row and has not since the beginning of the Covid-19 pandemic.\nHowever, Apple CFO Luca Maestri said that it expected double-digit year-over-year growth in the current quarter. Maestri said that Apple expected less than 36% growth in the September quarter because of foreign exchange rates, less growth in its services business, and supply constraints for iPhones and iPads.\nApple CEO Tim Cook said in a call with analysts that Apple is seeing supply constraints related to silicon that would affect the company’s iPhone and iPad sales in the September quarter.\nApple also had a strong quarter in its Greater China region, which includes Taiwan and Hong Kong in addition to the mainland. Apple reported $14.76 billion in sales in the region, up 58% from the same quarter last year, although it was an easy comparison given that China was in stages of lockdown during the quarter.\nAmericas sales were up nearly 33% year-over-year to $39.57 billion.\nWATCH NOWVIDEO00:46Apple up after earnings, revenue beat\nApple’s quarter ending in June is typically one of its slowest of the year, but the company has benefitted from work-at-home and remote schooling trends that have boosted sales of its premium computers.\nLast year’s June quarter was a company record for sales despite lockdowns around the world, so Apple is growing even compared to a strong basis from a year ago.\nCook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.\n“We saw a very strong double digit increases in both upgraders and switchers during the quarter,” Cook said.\nApple’s quarter could have been even better if it had not grappled with supply shortages likely linked to the global chip shortage, which mostly affected its Mac and iPad sales.\n“The shortage primarily affected Mac and iPad,” Apple CEO Tim Cook told CNBC’s Josh Lipton. “We had predicted the shortages to total $3 to $4 billion. But we were actually able to mitigate some of that, and we came in at the lower than the low end part of that range.”\nHowever, Apple warned that silicon supply constraints could affect its September quarter iPhone and iPad sales, although the chips that are in short supply are the “legacy nodes” of older kinds of chips, instead of the processors that power Apple devices. Cook also said on a call with analysts that the company believes that freight costs are high.\nApple’s services business also shook off investor fears that its rate of growth could slow as more people go back to work and spend less on online services and apps. Services was up 33% year-over-year, an acceleration from last quarter’s 26.7% growth rate. Maestri said that Apple expected the company’s services growth rate to decrease in the September quarter.\nWhile Apple’s services business includes many products and Apple does not break down how it’s composed, Cook told CNBC that the company set records in music, video, cloud services, advertising and payments.\n“It’s clear that our long running investment in our services strategy is succeeding,” Cook told CNBC.\nApple now has 700 million paid subscribers, up 150 million year-over-year, Cook said. Apple’s subscriber figure includes customers subscribed to an app through Apple’s App Store billing.\nCook also said that Apple pushed back its return to its campus headquarters from September to at least October because of the Covid-19 situation.\n“I’ve been really pleased with what we’ve been able to accomplish in this fully remote mode,” Cook said.\nApple declared a dividend of $0.22 per share of stock. In a statement, Apple said that it spent $29 billion on shareholder return during the quarter. Apple CFO Luca Maestri told CNBC that the company has bought back almost $450 billion in stock in recent years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803128174,"gmtCreate":1627428936398,"gmtModify":1703489629722,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803128174","repostId":"1155220013","repostType":4,"repost":{"id":"1155220013","kind":"news","pubTimestamp":1627426975,"share":"https://ttm.financial/m/news/1155220013?lang=&edition=fundamental","pubTime":"2021-07-28 07:02","market":"us","language":"en","title":"Microsoft scores record quarterly profit on cloud boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1155220013","media":"Reuters","summary":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expecta","content":"<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p>\n<p>Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p>\n<p>The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p>\n<p>Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p>\n<p>“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p>\n<p>He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p>\n<p>“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p>\n<p>Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p>\n<p>Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p>\n<p>But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p>\n<p>Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p>\n<p>“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p>\n<p>The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p>\n<p>“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p>\n<p>Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</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>Microsoft scores record quarterly profit on cloud boost</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 scores record quarterly profit on cloud boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts ...</p>\n\n<a href=\"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155220013","content_text":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.\nThe pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.\nRevenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.\n“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.\nHe noted Azure’s growth and strong demand for the company’s legacy Office and software products.\n“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”\nMicrosoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.\nRevenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.\nBut Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.\nSome Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.\n“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.\nThe chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.\n“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”\nRevenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":805078238,"gmtCreate":1627829331124,"gmtModify":1703496361929,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805078238","repostId":"2155001152","repostType":4,"repost":{"id":"2155001152","kind":"news","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":1627675228,"share":"https://ttm.financial/m/news/2155001152?lang=&edition=fundamental","pubTime":"2021-07-31 04:00","market":"us","language":"en","title":"Wall Street declines with Amazon; S&P 500 posts gains for month","url":"https://stock-news.laohu8.com/highlight/detail?id=2155001152","media":"Reuters","summary":"U.S. consumer spending rises in June, inflation increases . NEW YORK, July 30  - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</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>Wall Street declines with Amazon; S&P 500 posts gains for month</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street declines with Amazon; S&P 500 posts gains for month\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\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","CAT":"卡特彼勒","SH":"标普500反向ETF","COMP":"Compass, Inc.",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEX":"标普100","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","AMZN":"亚马逊","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804001334,"gmtCreate":1627910873128,"gmtModify":1703497680870,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804001334","repostId":"1172231827","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803122388,"gmtCreate":1627429002844,"gmtModify":1703489630727,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803122388","repostId":"1148712151","repostType":4,"repost":{"id":"1148712151","kind":"news","pubTimestamp":1627423570,"share":"https://ttm.financial/m/news/1148712151?lang=&edition=fundamental","pubTime":"2021-07-28 06:06","market":"us","language":"en","title":"Apple warns supply constraints will impact iPhone and iPad, shares fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1148712151","media":"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html","summary":"Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.Overall, Apple’s sales were up 36% from the June quarter last year. iPhone sales increased nearly 50% on an annual basis.Apple stock was down over 2% in extended trading. It dropped on Tuesday after Apple warned that growth in the September quarter would not be as strong as June’s.Here are the key numbers compared to what Wal","content":"<div>\n<p>Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple warns supply constraints will impact iPhone and iPad, shares fall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple warns supply constraints will impact iPhone and iPad, shares fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 06:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html><strong>https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1148712151","content_text":"Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales were up 36% from the June quarter last year. iPhone sales increased nearly 50% on an annual basis.\nApple stock was down over 2% in extended trading. It dropped on Tuesday after Apple warned that growth in the September quarter would not be as strong as June’s.\nHere are the key numbers compared to what Wall Street was expecting, per Refinitiv estimates:\n\nEPS: $1.30 vs. $1.01 estimated\nRevenue: $81.41 billion vs. $73.30 billion estimated, up 36% year-over-year\niPhone revenue: $39.57 billion vs. $34.01 billion estimated, up 49.78% year-over-year\nServices revenue: $17.48 billion vs. $16.33 billion estimated, up 33% year-over-year\nOther Products revenue: $8.76 billion vs. $7.80 billion estimated, up 40% year-over-year\nMac revenue:$8.24 billion vs. $8.07 billion estimated, up 16% year-over-year\niPad revenue: $7.37 billion vs. $7.15 billion estimated, up 12% year-over-year\nGross margin: 43.3% vs. 41.9% estimated\n\nApple did not provide formal guidance for the sixth quarter in a row and has not since the beginning of the Covid-19 pandemic.\nHowever, Apple CFO Luca Maestri said that it expected double-digit year-over-year growth in the current quarter. Maestri said that Apple expected less than 36% growth in the September quarter because of foreign exchange rates, less growth in its services business, and supply constraints for iPhones and iPads.\nApple CEO Tim Cook said in a call with analysts that Apple is seeing supply constraints related to silicon that would affect the company’s iPhone and iPad sales in the September quarter.\nApple also had a strong quarter in its Greater China region, which includes Taiwan and Hong Kong in addition to the mainland. Apple reported $14.76 billion in sales in the region, up 58% from the same quarter last year, although it was an easy comparison given that China was in stages of lockdown during the quarter.\nAmericas sales were up nearly 33% year-over-year to $39.57 billion.\nWATCH NOWVIDEO00:46Apple up after earnings, revenue beat\nApple’s quarter ending in June is typically one of its slowest of the year, but the company has benefitted from work-at-home and remote schooling trends that have boosted sales of its premium computers.\nLast year’s June quarter was a company record for sales despite lockdowns around the world, so Apple is growing even compared to a strong basis from a year ago.\nCook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.\n“We saw a very strong double digit increases in both upgraders and switchers during the quarter,” Cook said.\nApple’s quarter could have been even better if it had not grappled with supply shortages likely linked to the global chip shortage, which mostly affected its Mac and iPad sales.\n“The shortage primarily affected Mac and iPad,” Apple CEO Tim Cook told CNBC’s Josh Lipton. “We had predicted the shortages to total $3 to $4 billion. But we were actually able to mitigate some of that, and we came in at the lower than the low end part of that range.”\nHowever, Apple warned that silicon supply constraints could affect its September quarter iPhone and iPad sales, although the chips that are in short supply are the “legacy nodes” of older kinds of chips, instead of the processors that power Apple devices. Cook also said on a call with analysts that the company believes that freight costs are high.\nApple’s services business also shook off investor fears that its rate of growth could slow as more people go back to work and spend less on online services and apps. Services was up 33% year-over-year, an acceleration from last quarter’s 26.7% growth rate. Maestri said that Apple expected the company’s services growth rate to decrease in the September quarter.\nWhile Apple’s services business includes many products and Apple does not break down how it’s composed, Cook told CNBC that the company set records in music, video, cloud services, advertising and payments.\n“It’s clear that our long running investment in our services strategy is succeeding,” Cook told CNBC.\nApple now has 700 million paid subscribers, up 150 million year-over-year, Cook said. Apple’s subscriber figure includes customers subscribed to an app through Apple’s App Store billing.\nCook also said that Apple pushed back its return to its campus headquarters from September to at least October because of the Covid-19 situation.\n“I’ve been really pleased with what we’ve been able to accomplish in this fully remote mode,” Cook said.\nApple declared a dividend of $0.22 per share of stock. In a statement, Apple said that it spent $29 billion on shareholder return during the quarter. Apple CFO Luca Maestri told CNBC that the company has bought back almost $450 billion in stock in recent years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805076638,"gmtCreate":1627829476624,"gmtModify":1703496363415,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805076638","repostId":"1153879814","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803128174,"gmtCreate":1627428936398,"gmtModify":1703489629722,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803128174","repostId":"1155220013","repostType":4,"repost":{"id":"1155220013","kind":"news","pubTimestamp":1627426975,"share":"https://ttm.financial/m/news/1155220013?lang=&edition=fundamental","pubTime":"2021-07-28 07:02","market":"us","language":"en","title":"Microsoft scores record quarterly profit on cloud boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1155220013","media":"Reuters","summary":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expecta","content":"<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p>\n<p>Its shares rose&nbsp;nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p>\n<p>The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p>\n<p>Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p>\n<p>“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p>\n<p>He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p>\n<p>“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p>\n<p>Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&amp;P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p>\n<p>Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p>\n<p>But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p>\n<p>Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p>\n<p>“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p>\n<p>The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p>\n<p>“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p>\n<p>Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</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>Microsoft scores record quarterly profit on cloud boost</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 scores record quarterly profit on cloud boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts ...</p>\n\n<a href=\"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155220013","content_text":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.\nThe pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.\nRevenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.\n“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.\nHe noted Azure’s growth and strong demand for the company’s legacy Office and software products.\n“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”\nMicrosoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.\nRevenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.\nBut Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.\nSome Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.\n“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.\nThe chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.\n“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”\nRevenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890369798,"gmtCreate":1628084013614,"gmtModify":1703500884201,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890369798","repostId":"2156109024","repostType":4,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804007675,"gmtCreate":1627911143197,"gmtModify":1703497690596,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Ohoh","listText":"Ohoh","text":"Ohoh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804007675","repostId":"1159974089","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805071722,"gmtCreate":1627829262666,"gmtModify":1703496360946,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>win win","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>win win","text":"$Apple(AAPL)$win win","images":[{"img":"https://static.tigerbbs.com/5ff75cacb82870af910dd292bc63d400","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805071722","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805071342,"gmtCreate":1627829184986,"gmtModify":1703496359943,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"New projects&nbsp;","listText":"New projects&nbsp;","text":"New projects","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805071342","repostId":"1159296868","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805070277,"gmtCreate":1627828883599,"gmtModify":1703496356821,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S58.SI\">$SATS LTD.(S58.SI)$</a>cool","listText":"<a href=\"https://laohu8.com/S/S58.SI\">$SATS LTD.(S58.SI)$</a>cool","text":"$SATS LTD.(S58.SI)$cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805070277","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804750878,"gmtCreate":1627982268494,"gmtModify":1703499059835,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804750878","repostId":"1170731978","repostType":4,"repost":{"id":"1170731978","kind":"news","pubTimestamp":1627977452,"share":"https://ttm.financial/m/news/1170731978?lang=&edition=fundamental","pubTime":"2021-08-03 15:57","market":"hk","language":"en","title":"Evergrande Cut by Moody’s, Faces Asset Freeze Petition Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1170731978","media":"Bloomberg","summary":"Moody’s downgrades developer for second time since June.\nEvergrande has been offloading assets to ea","content":"<ul>\n <li>Moody’s downgrades developer for second time since June.</li>\n <li>Evergrande has been offloading assets to ease funding pressure.</li>\n</ul>\n<p>China Evergrande Group’s woes deepened as an advertiser sought legal action for payments and its credit rating was cut again by Moody’s Investors Service.</p>\n<p>In thelatest moveby a creditor to protect its assets, Leo Group Co. said it filed a lawsuit against Evergrande’s Hengda Real Estate unit to pay for advertisements. It’s asking a Shenzhen court to freeze some of the unit’s assets, including bank accounts, an exchangefilingshowed Tuesday.</p>\n<p>Meanwhile Moody’s lowered the credit grade on China’s most indebted developer by two notches to Caa1 with a negative outlook. Evergrande’s refinancing risk is “heightened” over the coming 12 to 18 months given its weakened funding access and liquidity position, Moody’s analysts led by Cedric Lai said in astatementlate Monday.</p>\n<p>The downgrade followed similarrevisionsby Fitch Ratings and S&amp;P Global Ratingslast week, and it’s thesecond cutby Moody’s since late June. The move by Leo Group may hamper sales campaigns by Evergrande, which has been aggressively marketing its property projects to raise cash, according to Bloomberg Intelligence analyst Kristy Hung.</p>\n<p>“Evergrande’s liquidity challenges could heighten with a lawsuit by a marketing partner seeking the freezing of some assets of subsidiary Hengda for a payment,” Hung wrote.</p>\n<p>Shares of Evergrande slid as much as 9.5% in Hong Kong trading on Tuesday, and are down 65% this year. The developer’s 6.98% local note due 2022 declined 1.2% to 61.74 yuan, reversing Monday’s gain.</p>\n<p>The property giant has resorted to offloading assets as it tries to reassure investors about its financial health and meet China’s so-calledthree red lines-- requirements that curb developers’ debt ratios. It announcedplansthis week to sell more of its internet unit for HK$3.25 billion ($418 million) to ease funding pressure.</p>\n<p>Top Chinese politicians defined Evergrande’s financial problems as “liquidity stress” and not an insolvency, REDDreportedMonday, citing two unnamed sources. Evergrande plans to sell around 120 billion yuan ($18.6 billion) in assets and initiated talks with potential buyers such as China Jinmao Holdings Group in early June, REDD cited a third unidentified source as saying.</p>\n<p>Moody’s said Evergrande’s funding access has weakened, as demonstrated by its highly volatile onshore and offshore bond prices. Investors and creditors have become less confident amid continued negative news about the company, it added.</p>\n<p>A Caa level ratingreflects“very high credit risk” at a bond issuer. The category below that, Ca, means Moody’s considers the issuer to be either in or very near default.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Evergrande Cut by Moody’s, Faces Asset Freeze Petition Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEvergrande Cut by Moody’s, Faces Asset Freeze Petition Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 15:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-03/evergrande-cut-by-moody-s-faces-another-asset-freeze-petition?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moody’s downgrades developer for second time since June.\nEvergrande has been offloading assets to ease funding pressure.\n\nChina Evergrande Group’s woes deepened as an advertiser sought legal action ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-03/evergrande-cut-by-moody-s-faces-another-asset-freeze-petition?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03333":"中国恒大"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-03/evergrande-cut-by-moody-s-faces-another-asset-freeze-petition?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170731978","content_text":"Moody’s downgrades developer for second time since June.\nEvergrande has been offloading assets to ease funding pressure.\n\nChina Evergrande Group’s woes deepened as an advertiser sought legal action for payments and its credit rating was cut again by Moody’s Investors Service.\nIn thelatest moveby a creditor to protect its assets, Leo Group Co. said it filed a lawsuit against Evergrande’s Hengda Real Estate unit to pay for advertisements. It’s asking a Shenzhen court to freeze some of the unit’s assets, including bank accounts, an exchangefilingshowed Tuesday.\nMeanwhile Moody’s lowered the credit grade on China’s most indebted developer by two notches to Caa1 with a negative outlook. Evergrande’s refinancing risk is “heightened” over the coming 12 to 18 months given its weakened funding access and liquidity position, Moody’s analysts led by Cedric Lai said in astatementlate Monday.\nThe downgrade followed similarrevisionsby Fitch Ratings and S&P Global Ratingslast week, and it’s thesecond cutby Moody’s since late June. The move by Leo Group may hamper sales campaigns by Evergrande, which has been aggressively marketing its property projects to raise cash, according to Bloomberg Intelligence analyst Kristy Hung.\n“Evergrande’s liquidity challenges could heighten with a lawsuit by a marketing partner seeking the freezing of some assets of subsidiary Hengda for a payment,” Hung wrote.\nShares of Evergrande slid as much as 9.5% in Hong Kong trading on Tuesday, and are down 65% this year. The developer’s 6.98% local note due 2022 declined 1.2% to 61.74 yuan, reversing Monday’s gain.\nThe property giant has resorted to offloading assets as it tries to reassure investors about its financial health and meet China’s so-calledthree red lines-- requirements that curb developers’ debt ratios. It announcedplansthis week to sell more of its internet unit for HK$3.25 billion ($418 million) to ease funding pressure.\nTop Chinese politicians defined Evergrande’s financial problems as “liquidity stress” and not an insolvency, REDDreportedMonday, citing two unnamed sources. Evergrande plans to sell around 120 billion yuan ($18.6 billion) in assets and initiated talks with potential buyers such as China Jinmao Holdings Group in early June, REDD cited a third unidentified source as saying.\nMoody’s said Evergrande’s funding access has weakened, as demonstrated by its highly volatile onshore and offshore bond prices. Investors and creditors have become less confident amid continued negative news about the company, it added.\nA Caa level ratingreflects“very high credit risk” at a bond issuer. The category below that, Ca, means Moody’s considers the issuer to be either in or very near default.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805078804,"gmtCreate":1627829301108,"gmtModify":1703496361438,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805078804","repostId":"1122171439","repostType":4,"repost":{"id":"1122171439","kind":"news","pubTimestamp":1627786350,"share":"https://ttm.financial/m/news/1122171439?lang=&edition=fundamental","pubTime":"2021-08-01 10:52","market":"us","language":"en","title":"Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow","url":"https://stock-news.laohu8.com/highlight/detail?id=1122171439","media":"InvestorPlace","summary":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.Alphabet just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow  grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.On July 27, Alphabet, the pa","content":"<blockquote>\n GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n</blockquote>\n<p><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.</p>\n<p>On July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.</p>\n<p>That implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.</p>\n<p>Of course, this assumes that advertising growth — and the economy in general — stay red hot.</p>\n<p><b>Estimating Google’s FCF</b></p>\n<p>But more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.</p>\n<p>I think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.</p>\n<p>So, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,<i>Seeking Alpha</i>shows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.</p>\n<p>We should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.</p>\n<p><b>What GOOG Stock Is Now Worth</b></p>\n<p>One way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen on<i>Seeking Alpha’s</i>historical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.</p>\n<p>First, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according to<i>Yahoo! Finance</i>, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.</p>\n<p>Next, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.</p>\n<p><b>What To Do With GOOG Stock</b></p>\n<p>In other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.</p>\n<p>For example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.</p>\n<p>I don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.</p>\n<p>Bottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow</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\">\nAlphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results,...</p>\n\n<a href=\"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","GOOG":"谷歌","09086":"华夏纳指-U","GOOGL":"谷歌A","03086":"华夏纳指"},"source_url":"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122171439","content_text":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.\nOn July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.\nThat implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.\nOf course, this assumes that advertising growth — and the economy in general — stay red hot.\nEstimating Google’s FCF\nBut more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.\nI think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.\nSo, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,Seeking Alphashows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.\nWe should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.\nWhat GOOG Stock Is Now Worth\nOne way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen onSeeking Alpha’shistorical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.\nFirst, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according toYahoo! Finance, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.\nNext, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.\nWhat To Do With GOOG Stock\nIn other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.\nFor example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.\nI don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.\nBottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805073572,"gmtCreate":1627829098996,"gmtModify":1703496359280,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Good to buy?","listText":"Good to buy?","text":"Good to buy?","images":[{"img":"https://static.tigerbbs.com/1ff660b110b2ba0127c2eeac7404b078","width":"1080","height":"2449"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805073572","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805047997,"gmtCreate":1627828764119,"gmtModify":1703496354186,"author":{"id":"4090190459838320","authorId":"4090190459838320","name":"Jagath","avatar":"https://static.tigerbbs.com/6f6d04b91f02b623beb7c20e1eb1f9ed","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090190459838320","authorIdStr":"4090190459838320"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805047997","repostId":"2156165727","repostType":4,"repost":{"id":"2156165727","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":1627771020,"share":"https://ttm.financial/m/news/2156165727?lang=&edition=fundamental","pubTime":"2021-08-01 06:37","market":"us","language":"en","title":"Home prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely.","url":"https://stock-news.laohu8.com/highlight/detail?id=2156165727","media":"Dow Jones","summary":"'I think the Fed will work very, very hard to create a soft landing in house prices,' says mortgage ","content":"<blockquote>\n 'I think the Fed will work very, very hard to create a soft landing in house prices,' says mortgage market veteran.\n</blockquote>\n<p>U.S. home prices have been rising at a record annual pace , the absence of properties for sale, and the scramble by households for more space as families have fled to the suburbs during the pandemic.</p>\n<p>Can the good times last when the Federal Reserve finally cuts back on buying mortgage and Treasury bonds? Here's how mortgage rates and a less gargantuan central bank footprint could impact the heated U.S. housing market.</p>\n<p>\"The Fed is certainly talking and thinking about it,\" said Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, on the subject of how the Federal Reserve could scale back the central bank's $120 billion a month bond-buying program.</p>\n<p>But Jones also thinks tighter credit conditions, likely via higher borrowing rates as the Fed tapers its bond buying program, might end up being a saving grace for today's housing market.</p>\n<p>\"Housing prices could certainly pull back, after accelerating so fast,\" she said, pointing to households fighting over the few properties available to buy, while navigating work from home. \"At some point,\" she said, mortgage payments on high-priced homes \"become unsustainable with people's incomes.\"</p>\n<p>\"But I don't see a big housing debacle.\"</p>\n<p>How to pump the brakes on housing</p>\n<p>The central bank has maintained a large footprint in the mortgage market for more than a decade, but the worsening affordability crisis in the U.S. housing market led Fed officials to walk a tightrope recently when trying to explain its ongoing large-scale asset purchases during the pandemic recovery.</p>\n<p>Fed officials in recent weeks have expressed a fair bit of disagreement around the timing and pace of any scaling back of its large-scale asset purchases.</p>\n<p>St. Louis Fed President James Bullard said Friday the central bank should start to slow down its bond purchases this fall and finish by March , saying he thought financial markets \"are very well prepared\" for the reduction in purchases.</p>\n<p>During a midweek press briefing, Chairman Jerome Powell said tapering likely would start with agency mortgage-backed securities (MBS) and Treasury bonds at the same time, but also \"the idea of reducing\" mortgage exposure \"at a somewhat faster pace does have some traction with some people\".</p>\n<p>The blue line in the chart below traces the central bank's balance sheet</p>\n<p>As of July 29, the Fed was holding about 31% of the roughly $7.8 trillion agency MBS market, or housing bonds with government backing.</p>\n<p>\"You could make the case that the Fed owns almost <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the agency mortgage bond market, and that it might make sense to loosen its grip,\" Jones said, particularly as Powell has played down a direct link between its MBS purchases and climbing home prices.</p>\n<p>It may now seem like a distant memory, but before the pandemic upheaval, that was precisely what the Fed was trying to do.</p>\n<p>\"Who would have thought,\" said Paul Jablansky, head of fixed income at Guardian Life Insurance, that the U.S. would be in the midst of \"one of the frothiest housing markets in history,\" following last year's extreme pandemic shutdowns that closed businesses, workplaces and national borders.</p>\n<p>\"Occasionally people ask, are we at the peak?\" said Jablansky, a 30-year veteran of the mortgage, and asset-backed and broader bond market. \"We are outside the balance of our experience, so it's very difficult to say we are at the peak,\" he told MarketWatch.</p>\n<p>\"I do think house price inflation will have to slow down dramatically. But maybe the biggest question is, can we see housing prices go negative? I think the Fed will work very, very hard to create a soft landing in house prices.\"</p>\n<p>Schwab's forecast has been for the Fed to kick things off by reducing its monthly asset purchases by $15 billion to $105 billion. That would mean cutting $10 billion from its current $80 billion monthly pace of Treasury purchases and $5 billion from its $40 billion monthly pace of MBS.</p>\n<p>\"So far, we haven't changed that,\" Jones told MarketWatch.</p>\n<p>While the Fed doesn't set long-term interest rates, its mass buying of Treasurys aims to keep a lid on borrowing costs. Treasury yields also inform the interest rate component of 30-year fixed-rate mortgages. So perhaps, scaling back both at once makes sense, Jones said.</p>\n<p>Misremembering the 2013 taper</p>\n<p>Fed Chair Powell said on Wednesday that the central bank's \"substantial further progress\" standard for unemployment and inflation in particular hasn't been met yet, while stressing that he'd like to see more progress in the jobs market before easing its monetary policy support for the economy.</p>\n<p>Powell also frequently has talked of lessons learned from the market upheaval of 2013, the so-called \"taper tantrum\" that rattled markets after the central bank began talking about taking away the punch bowl, as the economy healed from the Great Recession of 2008.</p>\n<p>\"What we need to remember,\" Jablansky said, is that markets sold off in anticipation of tapering, not the actual pull back in asset purchases. \"Later in the year, the period [former Fed Chair Ben] Bernanke was talking about, the Fed actually continued to buy assets, and the amount of accommodation it provided to the economy actually went up.\"</p>\n<p>Historically, the only stretch where the Fed has actively withdrawn its support occurred between 2017 and 2019, following its controversial, first foray into large-scale asset purchases to unfreeze credit markets post 2008.</p>\n<p>\"It's very difficult to draw a lot of conclusions from that real short period,\" Jablansky said. \"For us, the conclusion is that 2013 may be instructive, but the circumstances are really different.\"</p>\n<p>The message from Powell consistently has been about preserving \"maximum flexibility, but to go very slowly,\" said George Catrambone, head of Americas trading at asset manager <a href=\"https://laohu8.com/S/DWS.AU\">DWS</a> Group.</p>\n<p>Catrambone thinks that may be the right strategy, given the uncertain outlook on inflation, evidenced by, the recent spike in the cost of living , but also because of how significantly many of our lives have changed because of the pandemic.</p>\n<p>\"We know that a used car won't cost more than a new car forever,\" Catrambone said. \"Do I think the housing market slows down? It could. But you really need the supply, demand imbalance to abate. That could take a while.\"</p>\n<p>Extreme wildfires, drought and other shocks of climate change have been tied to $30 billion in property losses in the first half of 2021, while putting more patches of land and U.S. homes in the path of danger. While these were less frequent housing market topics in 2013, the pandemic also changed the whole notion of \"what is safe\" for many families.</p>\n<p>\"Migratory patterns tend to be sticky,\" Catrambone said, of the flight out of urban centers to suburbia.</p>\n<p>What's more, the delta variant fueling a new wave of COVID-19 cases and others, but also delayed plans by many big companies to return staff to offices buildings.</p>\n<p>\"This probably doesn't help occupancy rates for commercial real estate, with more people likely staying closer to home,\" Catrambone said, but it likely adds to the already high \"psychological value placed on housing.\"</p>\n<p>After touching record highs, the S&amp;P 500 index , Dow Jones Industrial Average and Nasdaq Composite Index closed Friday and the week lower, but booked monthly gains .</p>\n<p>On the U.S. economic data front, August kicks off with manufacturing and construction spending data, followed by motor vehicles sales, ADP employment and jobless claims, but the main focus of the week will be the monthly nonfarm payrolls report on Friday.</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>Home prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely.</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\">\nHome prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely.\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\">2021-08-01 06:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 'I think the Fed will work very, very hard to create a soft landing in house prices,' says mortgage market veteran.\n</blockquote>\n<p>U.S. home prices have been rising at a record annual pace , the absence of properties for sale, and the scramble by households for more space as families have fled to the suburbs during the pandemic.</p>\n<p>Can the good times last when the Federal Reserve finally cuts back on buying mortgage and Treasury bonds? Here's how mortgage rates and a less gargantuan central bank footprint could impact the heated U.S. housing market.</p>\n<p>\"The Fed is certainly talking and thinking about it,\" said Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, on the subject of how the Federal Reserve could scale back the central bank's $120 billion a month bond-buying program.</p>\n<p>But Jones also thinks tighter credit conditions, likely via higher borrowing rates as the Fed tapers its bond buying program, might end up being a saving grace for today's housing market.</p>\n<p>\"Housing prices could certainly pull back, after accelerating so fast,\" she said, pointing to households fighting over the few properties available to buy, while navigating work from home. \"At some point,\" she said, mortgage payments on high-priced homes \"become unsustainable with people's incomes.\"</p>\n<p>\"But I don't see a big housing debacle.\"</p>\n<p>How to pump the brakes on housing</p>\n<p>The central bank has maintained a large footprint in the mortgage market for more than a decade, but the worsening affordability crisis in the U.S. housing market led Fed officials to walk a tightrope recently when trying to explain its ongoing large-scale asset purchases during the pandemic recovery.</p>\n<p>Fed officials in recent weeks have expressed a fair bit of disagreement around the timing and pace of any scaling back of its large-scale asset purchases.</p>\n<p>St. Louis Fed President James Bullard said Friday the central bank should start to slow down its bond purchases this fall and finish by March , saying he thought financial markets \"are very well prepared\" for the reduction in purchases.</p>\n<p>During a midweek press briefing, Chairman Jerome Powell said tapering likely would start with agency mortgage-backed securities (MBS) and Treasury bonds at the same time, but also \"the idea of reducing\" mortgage exposure \"at a somewhat faster pace does have some traction with some people\".</p>\n<p>The blue line in the chart below traces the central bank's balance sheet</p>\n<p>As of July 29, the Fed was holding about 31% of the roughly $7.8 trillion agency MBS market, or housing bonds with government backing.</p>\n<p>\"You could make the case that the Fed owns almost <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the agency mortgage bond market, and that it might make sense to loosen its grip,\" Jones said, particularly as Powell has played down a direct link between its MBS purchases and climbing home prices.</p>\n<p>It may now seem like a distant memory, but before the pandemic upheaval, that was precisely what the Fed was trying to do.</p>\n<p>\"Who would have thought,\" said Paul Jablansky, head of fixed income at Guardian Life Insurance, that the U.S. would be in the midst of \"one of the frothiest housing markets in history,\" following last year's extreme pandemic shutdowns that closed businesses, workplaces and national borders.</p>\n<p>\"Occasionally people ask, are we at the peak?\" said Jablansky, a 30-year veteran of the mortgage, and asset-backed and broader bond market. \"We are outside the balance of our experience, so it's very difficult to say we are at the peak,\" he told MarketWatch.</p>\n<p>\"I do think house price inflation will have to slow down dramatically. But maybe the biggest question is, can we see housing prices go negative? I think the Fed will work very, very hard to create a soft landing in house prices.\"</p>\n<p>Schwab's forecast has been for the Fed to kick things off by reducing its monthly asset purchases by $15 billion to $105 billion. That would mean cutting $10 billion from its current $80 billion monthly pace of Treasury purchases and $5 billion from its $40 billion monthly pace of MBS.</p>\n<p>\"So far, we haven't changed that,\" Jones told MarketWatch.</p>\n<p>While the Fed doesn't set long-term interest rates, its mass buying of Treasurys aims to keep a lid on borrowing costs. Treasury yields also inform the interest rate component of 30-year fixed-rate mortgages. So perhaps, scaling back both at once makes sense, Jones said.</p>\n<p>Misremembering the 2013 taper</p>\n<p>Fed Chair Powell said on Wednesday that the central bank's \"substantial further progress\" standard for unemployment and inflation in particular hasn't been met yet, while stressing that he'd like to see more progress in the jobs market before easing its monetary policy support for the economy.</p>\n<p>Powell also frequently has talked of lessons learned from the market upheaval of 2013, the so-called \"taper tantrum\" that rattled markets after the central bank began talking about taking away the punch bowl, as the economy healed from the Great Recession of 2008.</p>\n<p>\"What we need to remember,\" Jablansky said, is that markets sold off in anticipation of tapering, not the actual pull back in asset purchases. \"Later in the year, the period [former Fed Chair Ben] Bernanke was talking about, the Fed actually continued to buy assets, and the amount of accommodation it provided to the economy actually went up.\"</p>\n<p>Historically, the only stretch where the Fed has actively withdrawn its support occurred between 2017 and 2019, following its controversial, first foray into large-scale asset purchases to unfreeze credit markets post 2008.</p>\n<p>\"It's very difficult to draw a lot of conclusions from that real short period,\" Jablansky said. \"For us, the conclusion is that 2013 may be instructive, but the circumstances are really different.\"</p>\n<p>The message from Powell consistently has been about preserving \"maximum flexibility, but to go very slowly,\" said George Catrambone, head of Americas trading at asset manager <a href=\"https://laohu8.com/S/DWS.AU\">DWS</a> Group.</p>\n<p>Catrambone thinks that may be the right strategy, given the uncertain outlook on inflation, evidenced by, the recent spike in the cost of living , but also because of how significantly many of our lives have changed because of the pandemic.</p>\n<p>\"We know that a used car won't cost more than a new car forever,\" Catrambone said. \"Do I think the housing market slows down? It could. But you really need the supply, demand imbalance to abate. That could take a while.\"</p>\n<p>Extreme wildfires, drought and other shocks of climate change have been tied to $30 billion in property losses in the first half of 2021, while putting more patches of land and U.S. homes in the path of danger. While these were less frequent housing market topics in 2013, the pandemic also changed the whole notion of \"what is safe\" for many families.</p>\n<p>\"Migratory patterns tend to be sticky,\" Catrambone said, of the flight out of urban centers to suburbia.</p>\n<p>What's more, the delta variant fueling a new wave of COVID-19 cases and others, but also delayed plans by many big companies to return staff to offices buildings.</p>\n<p>\"This probably doesn't help occupancy rates for commercial real estate, with more people likely staying closer to home,\" Catrambone said, but it likely adds to the already high \"psychological value placed on housing.\"</p>\n<p>After touching record highs, the S&amp;P 500 index , Dow Jones Industrial Average and Nasdaq Composite Index closed Friday and the week lower, but booked monthly gains .</p>\n<p>On the U.S. economic data front, August kicks off with manufacturing and construction spending data, followed by motor vehicles sales, ADP employment and jobless claims, but the main focus of the week will be the monthly nonfarm payrolls report on Friday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","HBCP":"Home合众银行","MBB":"美国按揭抵押债券ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156165727","content_text":"'I think the Fed will work very, very hard to create a soft landing in house prices,' says mortgage market veteran.\n\nU.S. home prices have been rising at a record annual pace , the absence of properties for sale, and the scramble by households for more space as families have fled to the suburbs during the pandemic.\nCan the good times last when the Federal Reserve finally cuts back on buying mortgage and Treasury bonds? Here's how mortgage rates and a less gargantuan central bank footprint could impact the heated U.S. housing market.\n\"The Fed is certainly talking and thinking about it,\" said Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, on the subject of how the Federal Reserve could scale back the central bank's $120 billion a month bond-buying program.\nBut Jones also thinks tighter credit conditions, likely via higher borrowing rates as the Fed tapers its bond buying program, might end up being a saving grace for today's housing market.\n\"Housing prices could certainly pull back, after accelerating so fast,\" she said, pointing to households fighting over the few properties available to buy, while navigating work from home. \"At some point,\" she said, mortgage payments on high-priced homes \"become unsustainable with people's incomes.\"\n\"But I don't see a big housing debacle.\"\nHow to pump the brakes on housing\nThe central bank has maintained a large footprint in the mortgage market for more than a decade, but the worsening affordability crisis in the U.S. housing market led Fed officials to walk a tightrope recently when trying to explain its ongoing large-scale asset purchases during the pandemic recovery.\nFed officials in recent weeks have expressed a fair bit of disagreement around the timing and pace of any scaling back of its large-scale asset purchases.\nSt. Louis Fed President James Bullard said Friday the central bank should start to slow down its bond purchases this fall and finish by March , saying he thought financial markets \"are very well prepared\" for the reduction in purchases.\nDuring a midweek press briefing, Chairman Jerome Powell said tapering likely would start with agency mortgage-backed securities (MBS) and Treasury bonds at the same time, but also \"the idea of reducing\" mortgage exposure \"at a somewhat faster pace does have some traction with some people\".\nThe blue line in the chart below traces the central bank's balance sheet\nAs of July 29, the Fed was holding about 31% of the roughly $7.8 trillion agency MBS market, or housing bonds with government backing.\n\"You could make the case that the Fed owns almost one-third of the agency mortgage bond market, and that it might make sense to loosen its grip,\" Jones said, particularly as Powell has played down a direct link between its MBS purchases and climbing home prices.\nIt may now seem like a distant memory, but before the pandemic upheaval, that was precisely what the Fed was trying to do.\n\"Who would have thought,\" said Paul Jablansky, head of fixed income at Guardian Life Insurance, that the U.S. would be in the midst of \"one of the frothiest housing markets in history,\" following last year's extreme pandemic shutdowns that closed businesses, workplaces and national borders.\n\"Occasionally people ask, are we at the peak?\" said Jablansky, a 30-year veteran of the mortgage, and asset-backed and broader bond market. \"We are outside the balance of our experience, so it's very difficult to say we are at the peak,\" he told MarketWatch.\n\"I do think house price inflation will have to slow down dramatically. But maybe the biggest question is, can we see housing prices go negative? I think the Fed will work very, very hard to create a soft landing in house prices.\"\nSchwab's forecast has been for the Fed to kick things off by reducing its monthly asset purchases by $15 billion to $105 billion. That would mean cutting $10 billion from its current $80 billion monthly pace of Treasury purchases and $5 billion from its $40 billion monthly pace of MBS.\n\"So far, we haven't changed that,\" Jones told MarketWatch.\nWhile the Fed doesn't set long-term interest rates, its mass buying of Treasurys aims to keep a lid on borrowing costs. Treasury yields also inform the interest rate component of 30-year fixed-rate mortgages. So perhaps, scaling back both at once makes sense, Jones said.\nMisremembering the 2013 taper\nFed Chair Powell said on Wednesday that the central bank's \"substantial further progress\" standard for unemployment and inflation in particular hasn't been met yet, while stressing that he'd like to see more progress in the jobs market before easing its monetary policy support for the economy.\nPowell also frequently has talked of lessons learned from the market upheaval of 2013, the so-called \"taper tantrum\" that rattled markets after the central bank began talking about taking away the punch bowl, as the economy healed from the Great Recession of 2008.\n\"What we need to remember,\" Jablansky said, is that markets sold off in anticipation of tapering, not the actual pull back in asset purchases. \"Later in the year, the period [former Fed Chair Ben] Bernanke was talking about, the Fed actually continued to buy assets, and the amount of accommodation it provided to the economy actually went up.\"\nHistorically, the only stretch where the Fed has actively withdrawn its support occurred between 2017 and 2019, following its controversial, first foray into large-scale asset purchases to unfreeze credit markets post 2008.\n\"It's very difficult to draw a lot of conclusions from that real short period,\" Jablansky said. \"For us, the conclusion is that 2013 may be instructive, but the circumstances are really different.\"\nThe message from Powell consistently has been about preserving \"maximum flexibility, but to go very slowly,\" said George Catrambone, head of Americas trading at asset manager DWS Group.\nCatrambone thinks that may be the right strategy, given the uncertain outlook on inflation, evidenced by, the recent spike in the cost of living , but also because of how significantly many of our lives have changed because of the pandemic.\n\"We know that a used car won't cost more than a new car forever,\" Catrambone said. \"Do I think the housing market slows down? It could. But you really need the supply, demand imbalance to abate. That could take a while.\"\nExtreme wildfires, drought and other shocks of climate change have been tied to $30 billion in property losses in the first half of 2021, while putting more patches of land and U.S. homes in the path of danger. While these were less frequent housing market topics in 2013, the pandemic also changed the whole notion of \"what is safe\" for many families.\n\"Migratory patterns tend to be sticky,\" Catrambone said, of the flight out of urban centers to suburbia.\nWhat's more, the delta variant fueling a new wave of COVID-19 cases and others, but also delayed plans by many big companies to return staff to offices buildings.\n\"This probably doesn't help occupancy rates for commercial real estate, with more people likely staying closer to home,\" Catrambone said, but it likely adds to the already high \"psychological value placed on housing.\"\nAfter touching record highs, the S&P 500 index , Dow Jones Industrial Average and Nasdaq Composite Index closed Friday and the week lower, but booked monthly gains .\nOn the U.S. economic data front, August kicks off with manufacturing and construction spending data, followed by motor vehicles sales, ADP employment and jobless claims, but the main focus of the week will be the monthly nonfarm payrolls report on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}