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05-30

$Faraday Future Intelligent Electric Inc.(FFIE)$

2022-01-31

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@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2021-07-27

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Think Cryptocurrency Is Too Risky? Invest in This Instead

2021-07-27

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2021-07-25

Gme stonks

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2021-07-25

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2021-07-25

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Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead

2021-07-25

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2021-07-25

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Will Netflix Be a Trillion-Dollar Stock by 2030?

2021-07-25

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Is IBM Stock Undervalued Or Overvalued? What To Consider

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href=\"https://ttm.financial/S/FFIE\">$Faraday Future Intelligent Electric Inc.(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FFIE\">$Faraday Future Intelligent Electric Inc.(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Faraday Future Intelligent Electric Inc.(FFIE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311373099004064","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093652133,"gmtCreate":1643620563349,"gmtModify":1676533836795,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093652133","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","authorIdStr":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. 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Invest in This Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2154499207","media":"Motley Fool","summary":"You don't need to invest in crypto to profit off its success.","content":"<p>I'd never even heard of cryptocurrency until about four years ago when the 2017 <b>Bitcoin</b> boom made it virtually the only topic of discussion at my family's Christmas gathering that year. I bought in because I was curious and willing to take a risk. But there are many others who still aren't willing to invest, despite some popular coins hitting record highs this year. And that's totally OK.</p>\n<p>If you're wary about losing money, there is a way you can profit off of cryptocurrency's success without actually taking a huge gamble on this still largely speculative technology.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634911%2Fperson-reading-on-laptop.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Nothing exists in a bubble</h2>\n<p>We tend to group investments into distinct categories -- financial stocks are different from energy stocks and consumer staples stocks are different from industrial stocks. But there's a degree of interdependence there. For example, as consumers began purchasing more of their everyday essentials online during the COVID-19 pandemic, online retailers made a huge profit. But so did companies like <b>UPS</b> and <b>FedEx</b> that were responsible for delivering a lot of those packages.</p>\n<p>Cryptocurrency experiences this same type of interdependence. You purchase cryptocurrency through dedicated cryptocurrency exchanges, and some popular digital payment platforms offer crypto trading now as well. And if you intend to mine cryptocurrency, you need a lot of computing power. It's virtually impossible to invest in cryptocurrency without relying upon businesses in other sectors, and that's the secret you can use to capitalize on cryptocurrency's potential success without actually investing in it.</p>\n<p>If cryptocurrency takes off like its investors hope, the cryptocurrency exchanges and the digital payment platforms people use to buy it are also going to profit, as are some of the companies that manufacture the graphics processing units (GPUs) essential to mining crypto. If you have your hand in these companies, you'll be able to enjoy some of the profits from their rising stock prices due to increased cryptocurrency adoption.</p>\n<p>But what's great is that you could still turn a profit even if cryptocurrency doesn't ever change the world. We use digital payment platforms and computers for other things, and as we move toward an increasingly digital world, the companies in these industries are likely going to turn a profit, regardless of what happens with cryptocurrency.</p>\n<h2>How to cash in on crypto without buying any crypto</h2>\n<p>We refer to the stocks of companies that stand to benefit from widespread cryptocurrency adoption as cryptocurrency stocks. While there are many to choose from, here's a small sampling of some of the best:</p>\n<ul>\n <li><b>Coinbase Global</b> (NASDAQ:COIN): Coinbase is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most popular cryptocurrency exchanges out there. It makes a profit every time someone purchases cryptocurrency through its platform. That makes it an obvious winner if cryptocurrency ever sees widespread use.</li>\n <li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL): PayPal is a digital payment platform and it owns the peer-to-peer payment app, Venmo. Venmo also allows customers to trade cryptocurrency.</li>\n <li><b>NVIDIA</b> (NASDAQ:NVDA): NVIDIA is one of the top designers of GPUs. These are essential for mining cryptocurrency, and they're a part of every computer.</li>\n</ul>\n<p>Investing in a few of these companies is a great alternative to investing in cryptocurrency if you're unwilling to take a huge risk. But you're unlikely to become an overnight millionaire investing in them. Larger, more established companies typically don't see their share prices rise as quickly as some more speculative investments, like cryptocurrency, can. But if you're willing to buy and hold your investments for the long term, cryptocurrency stocks can be a valuable addition to your portfolio.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Think Cryptocurrency Is Too Risky? Invest in This Instead</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\">\nThink Cryptocurrency Is Too Risky? Invest in This Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 20:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/27/think-cryptocurrency-is-too-risky-invest-in-this/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I'd never even heard of cryptocurrency until about four years ago when the 2017 Bitcoin boom made it virtually the only topic of discussion at my family's Christmas gathering that year. I bought in ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/27/think-cryptocurrency-is-too-risky-invest-in-this/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","NVDA":"英伟达","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2021/07/27/think-cryptocurrency-is-too-risky-invest-in-this/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154499207","content_text":"I'd never even heard of cryptocurrency until about four years ago when the 2017 Bitcoin boom made it virtually the only topic of discussion at my family's Christmas gathering that year. I bought in because I was curious and willing to take a risk. But there are many others who still aren't willing to invest, despite some popular coins hitting record highs this year. And that's totally OK.\nIf you're wary about losing money, there is a way you can profit off of cryptocurrency's success without actually taking a huge gamble on this still largely speculative technology.\nImage source: Getty Images.\nNothing exists in a bubble\nWe tend to group investments into distinct categories -- financial stocks are different from energy stocks and consumer staples stocks are different from industrial stocks. But there's a degree of interdependence there. For example, as consumers began purchasing more of their everyday essentials online during the COVID-19 pandemic, online retailers made a huge profit. But so did companies like UPS and FedEx that were responsible for delivering a lot of those packages.\nCryptocurrency experiences this same type of interdependence. You purchase cryptocurrency through dedicated cryptocurrency exchanges, and some popular digital payment platforms offer crypto trading now as well. And if you intend to mine cryptocurrency, you need a lot of computing power. It's virtually impossible to invest in cryptocurrency without relying upon businesses in other sectors, and that's the secret you can use to capitalize on cryptocurrency's potential success without actually investing in it.\nIf cryptocurrency takes off like its investors hope, the cryptocurrency exchanges and the digital payment platforms people use to buy it are also going to profit, as are some of the companies that manufacture the graphics processing units (GPUs) essential to mining crypto. If you have your hand in these companies, you'll be able to enjoy some of the profits from their rising stock prices due to increased cryptocurrency adoption.\nBut what's great is that you could still turn a profit even if cryptocurrency doesn't ever change the world. We use digital payment platforms and computers for other things, and as we move toward an increasingly digital world, the companies in these industries are likely going to turn a profit, regardless of what happens with cryptocurrency.\nHow to cash in on crypto without buying any crypto\nWe refer to the stocks of companies that stand to benefit from widespread cryptocurrency adoption as cryptocurrency stocks. While there are many to choose from, here's a small sampling of some of the best:\n\nCoinbase Global (NASDAQ:COIN): Coinbase is one of the most popular cryptocurrency exchanges out there. It makes a profit every time someone purchases cryptocurrency through its platform. That makes it an obvious winner if cryptocurrency ever sees widespread use.\nPayPal (NASDAQ:PYPL): PayPal is a digital payment platform and it owns the peer-to-peer payment app, Venmo. Venmo also allows customers to trade cryptocurrency.\nNVIDIA (NASDAQ:NVDA): NVIDIA is one of the top designers of GPUs. These are essential for mining cryptocurrency, and they're a part of every computer.\n\nInvesting in a few of these companies is a great alternative to investing in cryptocurrency if you're unwilling to take a huge risk. But you're unlikely to become an overnight millionaire investing in them. Larger, more established companies typically don't see their share prices rise as quickly as some more speculative investments, like cryptocurrency, can. But if you're willing to buy and hold your investments for the long term, cryptocurrency stocks can be a valuable addition to your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809467328,"gmtCreate":1627388167964,"gmtModify":1703488914551,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809467328","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177601545,"gmtCreate":1627203550787,"gmtModify":1703485529624,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Gme stonks","listText":"Gme stonks","text":"Gme stonks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177601545","repostId":"1107345366","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177601299,"gmtCreate":1627203511811,"gmtModify":1703485529297,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177601299","repostId":"2153350439","repostType":4,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177601343,"gmtCreate":1627203482582,"gmtModify":1703485528636,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like :)&nbsp;","listText":"Like :)&nbsp;","text":"Like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177601343","repostId":"2153878189","repostType":4,"repost":{"id":"2153878189","pubTimestamp":1627179426,"share":"https://ttm.financial/m/news/2153878189?lang=&edition=fundamental","pubTime":"2021-07-25 10:17","market":"us","language":"en","title":"Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2153878189","media":"MarketWatch","summary":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further. Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.But Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this m","content":"<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e897e40f58935774b2ab4c3f6bdce36a\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>Sea Ltd.'s Shopee e-commerce platform.</span></p>\n<p>Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.</p>\n<p>But Amazon.com&nbsp;shareholders may not be so impressed. Bipartisan talk of&nbsp;antitrust actions&nbsp;against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.</p>\n<p>Shares of Amazon have underperformed the tech-heavy Nasdaq 100&nbsp;and the S&amp;P 500&nbsp;in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.</p>\n<p>Given all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.</p>\n<p>Here are five smaller high-growth companies you may want to research:</p>\n<p><b>Sea</b></p>\n<p>Shares of&nbsp;Sea Ltd.&nbsp;are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.</p>\n<p>The Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.</p>\n<p>Sea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.</p>\n<p>But the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about&nbsp;150%— while gross profit tripled year over year.</p>\n<p>With its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.</p>\n<p><b>Coupang</b></p>\n<p>While Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc..&nbsp;South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.</p>\n<p>If you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.</p>\n<p>Though the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.</p>\n<p>Admittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&amp;P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.</p>\n<p><b>MercadoLibre</b></p>\n<p>Taking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc.&nbsp;is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.</p>\n<p>MercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported&nbsp;70 million&nbsp;active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.</p>\n<p>What’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.</p>\n<p>Amazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.</p>\n<p><b>Newegg</b></p>\n<p>Newegg Commerce Inc.&nbsp;is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.</p>\n<p>The inciting incident was news that Newegg would carry hard-to-get Nvidia&nbsp;graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.</p>\n<p>Newegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.</p>\n<p>According to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.</p>\n<p><b>Shopify</b></p>\n<p>If you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.</p>\n<p>Shopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.</p>\n<p>Case in point:Fiscal first-quarter revenue growth&nbsp;reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.</p>\n<p>Shopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos &amp; Co. could do worse than plug into Shopify stock.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under...</p>\n\n<a href=\"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre","CPNG":"Coupang, Inc.","SHOP":"Shopify Inc","SE":"Sea Ltd","AMZN":"亚马逊","NEGG":"Newegg Comm Inc."},"source_url":"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153878189","content_text":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.\nBut Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.\nShares of Amazon have underperformed the tech-heavy Nasdaq 100 and the S&P 500 in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.\nGiven all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.\nHere are five smaller high-growth companies you may want to research:\nSea\nShares of Sea Ltd. are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.\nThe Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.\nSea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.\nBut the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about 150%— while gross profit tripled year over year.\nWith its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.\nCoupang\nWhile Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc.. South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.\nIf you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.\nThough the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.\nAdmittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.\nMercadoLibre\nTaking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc. is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.\nMercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported 70 million active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.\nWhat’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.\nAmazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.\nNewegg\nNewegg Commerce Inc. is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.\nThe inciting incident was news that Newegg would carry hard-to-get Nvidia graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.\nNewegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.\nAccording to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.\nShopify\nIf you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.\nShopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.\nCase in point:Fiscal first-quarter revenue growth reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.\nShopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos & Co. could do worse than plug into Shopify stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177601071,"gmtCreate":1627203460393,"gmtModify":1703485528801,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like :)&nbsp;","listText":"Like :)&nbsp;","text":"Like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177601071","repostId":"2153936352","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177603517,"gmtCreate":1627203442839,"gmtModify":1703485528307,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like :)","listText":"Like :)","text":"Like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177603517","repostId":"1115106146","repostType":4,"repost":{"id":"1115106146","pubTimestamp":1627182277,"share":"https://ttm.financial/m/news/1115106146?lang=&edition=fundamental","pubTime":"2021-07-25 11:04","market":"us","language":"en","title":"Will Netflix Be a Trillion-Dollar Stock by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115106146","media":"Motley Fool","summary":"Will the streaming leader join the 12-zero club within the next decade?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Netflix is the FAANG stock with the smallest market cap.</li>\n <li>It will face tough competition over the next decade.</li>\n <li>Its chances of joining the trillion-dollar club by 2030 are slim.</li>\n</ul>\n<p><b>Netflix</b>(NASDAQ:NFLX)represents the \"N\" in the FAANG cohort of top tech companies, which also include&nbsp;<b>Facebook</b>,<b>Amazon</b>,<b>Apple</b>, and Google's parent company&nbsp;<b>Alphabet</b>.</p>\n<p>But with a market cap of $236 billion, Netflix is also much smaller than its four FAANG peers. Apple is worth more than $2 trillion, Amazon and Alphabet are both worth over $1 trillion, and Facebook has a market cap of $955 billion. Could Netflix also join the 12-zero club within the next ten years?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68592db9e2c6f47c122855a95129a4c\" tg-width=\"2000\" tg-height=\"1095\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NETFLIX.</span></p>\n<p><b>The story thus far...</b></p>\n<p>Netflix has reinvented itself several times since it was founded in 1997. It initially offered DVD rentals by mail, then expanded that model into a subscription service, and accumulated five million members by 2006.</p>\n<p>Netflix launched its first streaming platform in 2007, which was subsequently offered on gaming consoles, set-top boxes, and Blu-ray players. It also launched its service internationally.</p>\n<p>That expansion boosted Netflix's audience to 25 million members by 2012. A year later it launched its first slate of original shows -- including&nbsp;<i>Orange is the New Blac</i>k,<i>House of Cards</i>, and&nbsp;<i>Hemlock Grove</i>-- to lock in its subscribers and reduce its dependence on licensed content.</p>\n<p>Netflix hit 50 million members in 2014, 100 million members in 2017, and 209.2 million members in its latest quarter. That massive audience makes it the world's largest paid video streaming platform.</p>\n<p>Between 2010 and 2020, Netflix's annual revenue rose from $2.16 billion to $25.0 billion. Its net income surged from $161 million to $2.76 billion.</p>\n<p><b>The challenges ahead...</b></p>\n<p>Netflix still enjoys a first-mover's advantage in premium streaming videos, but it currently faces a growing list of formidable competitors. The biggest threat is&nbsp;<b>Disney</b>(NYSE:DIS), which owns a massive portfolio of first-party content and offers its services at lower prices than Netflix.</p>\n<p>Disney+, the company's flagship platform, has already accumulated nearly 104 million subscribers since its launch in late 2019. By comparison, it took Netflix's streaming platform<i>ten years</i>to hit 100 million subscribers. Disney expects Disney+ to reach 230 million to 260 million subscribers by the end of fiscal 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63d16de9232c81308fb95b1bfeeab68e\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>Disney also owns Hulu and ESPN+, which served 41.6 million and 13.8 million subscribers, respectively, last quarter. Hulu hosts more mature content than Disney+, while ESPN+ streams live sports -- a frequently requested feature that Netflix still doesn't offer.</p>\n<p>Other challengers include Amazon's Prime Video,<b>AT&amp;T</b>'s HBO Max, Apple TV+, and stand-alone streaming services from traditional TV networks. This ongoing fragmentation of the streaming market could limit Netflix's pricing power, make it more difficult to gain new subscribers, and force it to spend even more money on expensive original shows and movies to retain its existing audience.</p>\n<p>Netflix has already been exploring new ways to differentiate its platform. It's licensing more anime content and expanding its children's programming, and it even launched an&nbsp;online store&nbsp;to sell tie-in merchandise. It's also planning to expand into&nbsp;video games&nbsp;by offering free mobile games to subscribers.</p>\n<p><b>The road to $1 trillion</b></p>\n<p>Netflix's stock has rallied about 1,200% over the past decade. But to cross the $1 trillion mark, it needs to more than quadruple in value.</p>\n<p>Analysts expect Netflix's revenue to rise 19% to $29.7 billion this year, then grow 15% to $34.2 billion next year. Netflix's growth will likely decelerate afterwards, for two simple reasons: It's saturating its developed markets like the U.S., and it faces too much competition around the world.</p>\n<p>But let's assume Netflix continues to roll out compelling original content, locks in more users with niche content like anime, and expands its digital ecosystem with video games and online merchandise.</p>\n<p>If Netflix's revenue growth meets analysts' expectations for the next two years and continues growing at an average rate of 10% from 2023 to 2030, it could generate $73.3 billion in annual revenue by the final year. If Netflix is still trading at about eight times sales, it would be worth nearly $600 billion.</p>\n<p>If Netflix grows it revenue at an average rate of 15% from 2023 to 2020, it would generate $104.6 billion in annual revenue by the final year. At eight times sales, it would still fall short of the $1 trillion mark.</p>\n<p>But Netflix's&nbsp;price-to-sales&nbsp;ratio will likely decline if investors think its high-growth days are over, which would result in much lower market caps. Investors should take a look at Netflix's Chinese counterpart&nbsp;<b>iQiyi</b>, which trades at just two times this year's sales and about 30% below its IPO price, to see what happens when a high-growth streaming video platform&nbsp;loses its momentum.</p>\n<p><b>The key takeaways</b></p>\n<p>Netflix's growth over the past decade has been stellar, but much of its success can be attributed to its first-mover's advantage in the streaming market. However, that advantage will likely fade over the next decade as competitors like Disney carve up the market. Netflix should keep growing over the next decade, but its chances of joining its&nbsp;FAANG peers&nbsp;in the trillion-dollar club by 2030 are slim.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Netflix Be a Trillion-Dollar Stock by 2030?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Netflix Be a Trillion-Dollar Stock by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNetflix is the FAANG stock with the smallest market cap.\nIt will face tough competition over the next decade.\nIts chances of joining the trillion-dollar club by 2030 are slim.\n\nNetflix(...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115106146","content_text":"Key Points\n\nNetflix is the FAANG stock with the smallest market cap.\nIt will face tough competition over the next decade.\nIts chances of joining the trillion-dollar club by 2030 are slim.\n\nNetflix(NASDAQ:NFLX)represents the \"N\" in the FAANG cohort of top tech companies, which also include Facebook,Amazon,Apple, and Google's parent company Alphabet.\nBut with a market cap of $236 billion, Netflix is also much smaller than its four FAANG peers. Apple is worth more than $2 trillion, Amazon and Alphabet are both worth over $1 trillion, and Facebook has a market cap of $955 billion. Could Netflix also join the 12-zero club within the next ten years?\nIMAGE SOURCE: NETFLIX.\nThe story thus far...\nNetflix has reinvented itself several times since it was founded in 1997. It initially offered DVD rentals by mail, then expanded that model into a subscription service, and accumulated five million members by 2006.\nNetflix launched its first streaming platform in 2007, which was subsequently offered on gaming consoles, set-top boxes, and Blu-ray players. It also launched its service internationally.\nThat expansion boosted Netflix's audience to 25 million members by 2012. A year later it launched its first slate of original shows -- including Orange is the New Black,House of Cards, and Hemlock Grove-- to lock in its subscribers and reduce its dependence on licensed content.\nNetflix hit 50 million members in 2014, 100 million members in 2017, and 209.2 million members in its latest quarter. That massive audience makes it the world's largest paid video streaming platform.\nBetween 2010 and 2020, Netflix's annual revenue rose from $2.16 billion to $25.0 billion. Its net income surged from $161 million to $2.76 billion.\nThe challenges ahead...\nNetflix still enjoys a first-mover's advantage in premium streaming videos, but it currently faces a growing list of formidable competitors. The biggest threat is Disney(NYSE:DIS), which owns a massive portfolio of first-party content and offers its services at lower prices than Netflix.\nDisney+, the company's flagship platform, has already accumulated nearly 104 million subscribers since its launch in late 2019. By comparison, it took Netflix's streaming platformten yearsto hit 100 million subscribers. Disney expects Disney+ to reach 230 million to 260 million subscribers by the end of fiscal 2024.\nIMAGE SOURCE: GETTY IMAGES.\nDisney also owns Hulu and ESPN+, which served 41.6 million and 13.8 million subscribers, respectively, last quarter. Hulu hosts more mature content than Disney+, while ESPN+ streams live sports -- a frequently requested feature that Netflix still doesn't offer.\nOther challengers include Amazon's Prime Video,AT&T's HBO Max, Apple TV+, and stand-alone streaming services from traditional TV networks. This ongoing fragmentation of the streaming market could limit Netflix's pricing power, make it more difficult to gain new subscribers, and force it to spend even more money on expensive original shows and movies to retain its existing audience.\nNetflix has already been exploring new ways to differentiate its platform. It's licensing more anime content and expanding its children's programming, and it even launched an online store to sell tie-in merchandise. It's also planning to expand into video games by offering free mobile games to subscribers.\nThe road to $1 trillion\nNetflix's stock has rallied about 1,200% over the past decade. But to cross the $1 trillion mark, it needs to more than quadruple in value.\nAnalysts expect Netflix's revenue to rise 19% to $29.7 billion this year, then grow 15% to $34.2 billion next year. Netflix's growth will likely decelerate afterwards, for two simple reasons: It's saturating its developed markets like the U.S., and it faces too much competition around the world.\nBut let's assume Netflix continues to roll out compelling original content, locks in more users with niche content like anime, and expands its digital ecosystem with video games and online merchandise.\nIf Netflix's revenue growth meets analysts' expectations for the next two years and continues growing at an average rate of 10% from 2023 to 2030, it could generate $73.3 billion in annual revenue by the final year. If Netflix is still trading at about eight times sales, it would be worth nearly $600 billion.\nIf Netflix grows it revenue at an average rate of 15% from 2023 to 2020, it would generate $104.6 billion in annual revenue by the final year. At eight times sales, it would still fall short of the $1 trillion mark.\nBut Netflix's price-to-sales ratio will likely decline if investors think its high-growth days are over, which would result in much lower market caps. Investors should take a look at Netflix's Chinese counterpart iQiyi, which trades at just two times this year's sales and about 30% below its IPO price, to see what happens when a high-growth streaming video platform loses its momentum.\nThe key takeaways\nNetflix's growth over the past decade has been stellar, but much of its success can be attributed to its first-mover's advantage in the streaming market. However, that advantage will likely fade over the next decade as competitors like Disney carve up the market. Netflix should keep growing over the next decade, but its chances of joining its FAANG peers in the trillion-dollar club by 2030 are slim.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177603387,"gmtCreate":1627203328849,"gmtModify":1703485527980,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like and go!&nbsp;","listText":"Like and go!&nbsp;","text":"Like and go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177603387","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","pubTimestamp":1627183789,"share":"https://ttm.financial/m/news/1176552691?lang=&edition=fundamental","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</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>Is IBM Stock Undervalued Or Overvalued? 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What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":809467722,"gmtCreate":1627388223366,"gmtModify":1703488915196,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/809467722","repostId":"2154499207","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809467328,"gmtCreate":1627388167964,"gmtModify":1703488914551,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809467328","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177601545,"gmtCreate":1627203550787,"gmtModify":1703485529624,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Gme stonks","listText":"Gme stonks","text":"Gme stonks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177601545","repostId":"1107345366","repostType":4,"repost":{"id":"1107345366","pubTimestamp":1627176839,"share":"https://ttm.financial/m/news/1107345366?lang=&edition=fundamental","pubTime":"2021-07-25 09:33","market":"us","language":"en","title":"GameStop: The Game Is Far From Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1107345366","media":"seekingalpha","summary":"Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce pla","content":"<p><b>Summary</b></p>\n<ul>\n <li>GameStop has revamped itself to progressively move towards to become a major e-commerce player.</li>\n <li>We think the company may possibly be at an inflection point, if the management team is able to successfully execute its new e-commerce pivot.</li>\n <li>In addition, we exhort the bears to pay special attention to the Reddit community, given its growing user base and influence in their investors' decision-making process.</li>\n <li>While we don't have a position in GameStop, we don't think the game is over for the company.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>The speculation fervor behind GameStop’s (GME) meteoric rise to the stratospheric levels of $480 per share last seen in Jan has subsided significantly, as the stock last traded at the $178 price level, a 63% decline from the ATH reached during the January mania.</p>\n<p>While we agree to a large extent with the Street’s valuation opinion, that this stock seems to be significantly overvalued (The Street’s mean target price is $37.5), we would also like to highlight that we don’t think we presently have a valuation model that can comprehensively incorporate the underlying factors driving the company’s stock price, and therefore would not boldly proclaim to investors who have an interest in meme stocks, to stay away from GME.</p>\n<p>We thinkeMarketerdelineated in this recent piece in June, what factors they thought could have driven the underlying demand behind meme stocks in Reddit forums like GME:</p>\n<blockquote>\n Punishing short sellers. Clover Health (CLOV) short-sellers, who believed the stock was overvalued, were down $438 million in mark-to-market losses. GameStop short sellers lost over $5 billion.Perplexing the markets “for the memes”—i.e., it’s just funny. Reddit posts on r/WallStreetBets highlight how members make seemingly irrational investment decisions for the joy of duping financial institutions.Pump and dump. The artificially inflated share prices can maximize profit for the lucky few who invest early.\n</blockquote>\n<p>We think investors who have been schooled in fundamental analysis would never be able to develop models that could fully factor in the above, as these investors think the long term value of stocks are driven by the long term strength and the competitive moat of their underlying businesses, but not with the \"ludicrous\" methods adopted by the Redditors in the way they analyze stocks.</p>\n<p>In this article, we dive deeper to look at the key fundamental drivers underpinning GME's business, and how we think the Reddit community's participation and influence in meme stocks like GME would continue to disrupt the valuation outlook for the company moving forward.</p>\n<p>What Has Changed for GameStop since the January Mania?</p>\n<p>GME recently appointed2 key veteranexecutives from Amazon (AMZN): Matt Furlong and Mike Recupero as its CEO and CFO, respectively, as part of Chairman Ryan Cohen's strategic revamp of GME's business model to pivot towards becoming a major \"e-commerce powerhouse.\"</p>\n<p>While the guidance from the new management may have been sparse so far, the team has certainly gotten down to work quickly, to put in place the necessary building blocks to gradually move GME into a major e-commerce player, as they have started to expand itsfulfillment centers, with two new recent facilities in Reno, Nevada and York, Pennsylvania, that have given the company a total capacity of more than 1.2M square feet.</p>\n<p>Ryan Cohen has also made it clear that the company wouldn't be specifying intricate details on its overhaul plans to its competitors, but instead appealing to investors to judge the team on their actions, as he emphasized:</p>\n<blockquote>\n You won’t find ustalking a big game, making a bunch of lofty promises or telegraphing our strategy to the competition...We have a lot of work in front of us. Moving forward, we want you to judge GameStop based on our actions -- not our words.\n</blockquote>\n<p>However, the Street was hardly convinced with Ryan Cohen or the company’s strategy, asWedbush Securitiesarticulated recently: “I think it got away from him. I think his ego’s gotten in the way and now he's going to prove [to] everybody [that he] knows what he's doing. If there [was] a strategy, it's shocking that he hasn't told us. We were supposed to hear about this five months ago. What is such a secret?”</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/213a840d218039b67bebc984532ecf5f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Quarterly revenues. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c46f7322b39c6468f6929c1fd414921b\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>LTM revenue. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe that the company seems to have been able to arrest the declining trend in its revenue in Q4'21 and Q1'22 (GME defines its FY differently from its CY), which took place well before the new management was in place. The company's Q4'21 revenue of $2.12B was its strong quarter over the last 3 years, while Q1'22's revenue grew 25% YoY. Therefore, when we plotted it over an LTM basis, we think that there's hope over the horizon, that perhaps the new management team may have an encouraging start, in the company's quest to become an important e-commerce competitor. We think investors should continue monitoring this space closely, especially on the build-up of the company's fulfillment centers, which is highly integral towards its e-commerce ambitions.</p>\n<p>LTM EBIT margins trend. Data Source: S&amp;P Capital IQ</p>\n<p>While the company's EBIT margin trend has certainly been of major concern, we think this is an area certainly worth watching, as yet again we observed an improvement in the LTM trend, as the company posted an LTM EBIT margin of -3.5% in Q1'22, as compared to its LTM EBIT margin of -4.9% in Q4'21. While we don't think the company is out of the woods yet, but we think the company may have stopped the rot, at least for now.</p>\n<p>Debt to Equity Ratio. Source:Simply Wall St</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eaacbe2d43de887038c30e9ab4bcfa2\" tg-width=\"640\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>LTM Levered FCF margin. Data source: S&amp;P Capital IQ</span></p>\n<p>The company has also astutely capitalized on its share price to completetwo equity offeringsto buttress its balance sheet. As a result, the company's debt to equity ratio has improved significantly to 5.5%, with a debt balance of just $48.1M, while having a cash and ST investments balance of $694.7M (as of 1 May 21, before both equity offerings which raised a total of $1.677B, and before paring down of debt). In addition, the company has also never really been bleeding cash, as its levered FCF margins trend has always been relatively healthy while having also improved its LTM levered FCF margin at the recent quarter to 1.6%.</p>\n<p>Therefore, we think GME looks well-positioned to take advantage of its strategic overhaul towards its new e-commerce pivot if the management can successfully execute moving forward. While we are not too sure at this point on the roadmap ahead for GME, the Reddit community seems to be ready to continue supporting this company, as we shall go into detail how the Reddit community would continue to be a highly important force to be reckoned with, in their quest to bolster the stock price of the company, such that even Ryan Cohen made it a point to pay a special tribute to the Reddit community:</p>\n<blockquote>\n We’re fortunateto have such a special group of investors holding the company’s shares, you guys inspire us to think bigger, fight harder and work longer each day.\n</blockquote>\n<p><b>The Reddit Community Grew by 25.9% in 2020</b></p>\n<p>US social network user growth, by platform 2020 &amp; 2021. Source:eMarketer</p>\n<p>Investors should be able to observe that Reddit posted highly remarkable growth in 2020, as users on its platform grew by 25.9% YoY, andeMarketeralso expects the Reddit community to grow by 14.4% in 2021, to reach 43.3M users. We think the increasing popularity towards the adoption of Reddit would continue to sustain investors' interest in meme stocks like GME, moving forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f886ecf993efe35532771c132d94a6a\" tg-width=\"600\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Population distribution in the US in 2019, by generation. Data source: US Census Bureau</span></p>\n<p>We believe that Reddit has certainly benefited from the secular drivers underpinning digitization, which has also led to significant growth and popularity in trading platforms like Robinhood (HOOD), where theaverage agein 2020 is 31 years old. This puts the average age of Robinhood users right within the age group of the Millennials, who were born between 1981 and 1996 (25 to 40 years old), and accounted for 21.97% of the US population, based on the 2019 census.</p>\n<p>Importantly, we could also observe that Millennial investors are interested in stocks that are not the “safe and steady” stocks that a typical investor is expected to hold if I could put it that way. We don’t think valuations form the most important considerations to these investors as we could observe from the above.</p>\n<p>According to a report byApex Clearing, Tesla (TSLA) formed the largest holdings of their Millennials portfolio in Q1’21, with a 28.3% share, a stock that we think investors would not typically say it’s cheap. While AAPL was the second-largest holding with a 14.5% share, GME also rounded up the top 4 with a 5.2% share, lending support to our opinion that Millennial investors’ motivations are driven by factors beyond just fundamentals and valuations.</p>\n<p>Among the holdings in the Millennials portfolio, we could observe many other examples that corroborate these investors' interests in premium stocks, like Nvidia (NVDA), another meme stock like AMC Entertainment (AMC), Churchill Capital Corp (CCIV), its third-largest holding; Nio (NIO), Palantir (PLTR), and even Square (SQ), stocks we think investors would not typically ascribe as value stocks.</p>\n<p>Therefore, we think the general investor community needs to understand that there’s a huge and growing base of investors whose understanding and expectations of fundamentals and valuations are certainly quite different from what our typical valuation models could account for.</p>\n<p>We think the market is definitely bigger and much more complex than what we know, and it’s just not possible to use the same fundamental analysis and valuation methods to value meme stocks like GME and say that they are way overvalued, a process that we honestly think is quite meaningless in the world of meme stocks investment.</p>\n<p><b>Analyzing the Reddit Opinion</b></p>\n<p>Individual investors’ opinion on Reddit after GameStop short squeeze in the US, UK, and Canada as of Feb 21, by age. Data source:Brunswick</p>\n<p>According to a survey by Brunswick, we could observe the importance of the Reddit forums as an investment tool for investors, especially among the younger investors within the age group of 18-29 years old. About 14% of all investors “trust Reddit as a media alternative,” and the share even shot up to 31% among the younger investors. In addition, a good proportion (25%) of the younger investors also took part in the GME opportunities, while 20% of them think that the GME events “represent a fundamental shift of power in the market.” While these opinions may belong within the minority of investors, we think the proportion of investors is certainly large enough to raise the eyebrows of the general investment community, and therefore we think the power of the Reddit forums is certainly a force to be reckoned with moving ahead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa3108c1a56bc4c6221a4d8297e018d3\" tg-width=\"826\" tg-height=\"511\" width=\"100%\" height=\"auto\"><span>Share of institutional investors using Reddit to investigate an issue in the US, UK, and Canada. Data source: Brunswick</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e72f250f4fe70ca9af575b6828bace0d\" tg-width=\"600\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Average trust score assigned by institutional investors to Reddit in the US, UK, and Canada. Data source: Brunswick</span></p>\n<p>We could observe Reddit’s increasing influence even among institutional investors, as 27% of them used Reddit to “investigate an issue”, which increased discernibly from the previous years, even though their trust in the platform dropped markedly from an average score of 3.5 in 2019 to 2.0 in 2021. We think this shows that institutional investors consider Reddit’s increasing influence in the general investment community’s decision-making process, but they don’t trust those things going on in those forums as meaningful enough for their \"well-developed\" processes, as compared to individual investors shown earlier.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a87f8665c27d127566189bd21a035158\" tg-width=\"956\" tg-height=\"591\" width=\"100%\" height=\"auto\"><span>Institutional investors' attitude towards members of the Reddit wallstreetbets community. Data source: Brunswick</span></p>\n<p>While 48% of institutional investors think that the Redditors “might have a short term influence, but they won’t be able to sustain it,” 27% developed some curiosity regarding Reddit influence among the investors’ community, and 13% of them developed some form of respect for the way the Redditors were able to amass an army to outgun some of Wall Street’s brightest minds. We were therefore not surprised to find that 20% of these institutional investors were frustrated with what they considered as “market manipulation” by the Redditors.</p>\n<p><b>Looking Ahead</b></p>\n<p>Ownership breakdown. Source:Simply Wall St</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1dd4930d00083121d28ea6d57285bc5\" tg-width=\"1280\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Institutional ownership changes. Source:Marketbeat</span></p>\n<p>Moving forward, we think meme stocks like GME would continue to feature prominently within the Reddit forums and remain one of their “flagship” stocks in their fight against the Street. Retail investors now hold the largest share of ownership of GME stock, accounting for 45.1% of total ownership. Interestingly, there’s still a sizable proportion (36.4%) of institutional investors that remain vested in GME, which includes GME’s largest shareholder: Blackrock, which owns 12.36% of GME stock. While GME witnessed a significant outflow of $1.93B of institutional capital in Q2’21, the stock price remained well above the closing price of $17.25, on the first trading day of 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a708e62291662e5d4e2bce79492dc93a\" tg-width=\"1244\" tg-height=\"656\" width=\"100%\" height=\"auto\"><span>Percentage of float shorted over time. Source:Marketbeat</span></p>\n<p>Importantly, the price continues to be sustained even though the short percentage of float has dropped significantly from 41.96% in Jan, to “just” 14.18% at the end of June, its lowest recorded two-week period in 2021.</p>\n<p>Other than the 45.1% of retail investors who are vested in GME, the stock is also supported by Ryan Cohen’s 12.13% share, which makes him the second-largest shareholder of GME stock, behind Blackrock, even though the purchase price for his last batch of 1.274M shares in Dec 20 is about $14.24, which certainly gives him a huge margin of safety if we consider GME’s last closing price of $178.85.</p>\n<p><b>Price Action and Trend Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe5e54ac5cfe6504ec07c334a8c52668\" tg-width=\"1280\" tg-height=\"786\" width=\"100%\" height=\"auto\"><span>Source: TradingView</span></p>\n<p>Ever since the mania we witnessed at the start of the year, GME has settled down and seems to have developed an uptrend bias, with a support level that has attracted strong buying interest between the $130 and $160 price level previously. It is a level that we expect the buyers to continue defending strongly, based on our price action analysis. For investors who are keen to take a position in GME, we think they may consider an entry within that buy range that we highlighted.</p>\n<p>While we are convinced that the volatility in GameStop’s price is likely to continue moving ahead, we think the stock has incredibly found huge buying interest among the retail community that has shaken the foundations of the institutional investors, asStenham Asset Managementarticulated:</p>\n<blockquote>\n \"In the current environment, you are being negligent if you don’t measure and manage your exposure on the short side to both crowding and retail interest,\" and we think one of the multibillion-dollar US hedge fund also succinctly summed up the rising influence of the Reddit community: “[We] are absolutely looking at forums such as WSB, we are monitoring that extremely closely.”\n</blockquote>\n<p>In GameStop, we think the game is certainly far from being over.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nGameStop: The Game Is Far From Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce player.\nWe think the company may possibly be at an inflection point, if the management team is able to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107345366","content_text":"Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce player.\nWe think the company may possibly be at an inflection point, if the management team is able to successfully execute its new e-commerce pivot.\nIn addition, we exhort the bears to pay special attention to the Reddit community, given its growing user base and influence in their investors' decision-making process.\nWhile we don't have a position in GameStop, we don't think the game is over for the company.\n\nInvestment Thesis\nThe speculation fervor behind GameStop’s (GME) meteoric rise to the stratospheric levels of $480 per share last seen in Jan has subsided significantly, as the stock last traded at the $178 price level, a 63% decline from the ATH reached during the January mania.\nWhile we agree to a large extent with the Street’s valuation opinion, that this stock seems to be significantly overvalued (The Street’s mean target price is $37.5), we would also like to highlight that we don’t think we presently have a valuation model that can comprehensively incorporate the underlying factors driving the company’s stock price, and therefore would not boldly proclaim to investors who have an interest in meme stocks, to stay away from GME.\nWe thinkeMarketerdelineated in this recent piece in June, what factors they thought could have driven the underlying demand behind meme stocks in Reddit forums like GME:\n\n Punishing short sellers. Clover Health (CLOV) short-sellers, who believed the stock was overvalued, were down $438 million in mark-to-market losses. GameStop short sellers lost over $5 billion.Perplexing the markets “for the memes”—i.e., it’s just funny. Reddit posts on r/WallStreetBets highlight how members make seemingly irrational investment decisions for the joy of duping financial institutions.Pump and dump. The artificially inflated share prices can maximize profit for the lucky few who invest early.\n\nWe think investors who have been schooled in fundamental analysis would never be able to develop models that could fully factor in the above, as these investors think the long term value of stocks are driven by the long term strength and the competitive moat of their underlying businesses, but not with the \"ludicrous\" methods adopted by the Redditors in the way they analyze stocks.\nIn this article, we dive deeper to look at the key fundamental drivers underpinning GME's business, and how we think the Reddit community's participation and influence in meme stocks like GME would continue to disrupt the valuation outlook for the company moving forward.\nWhat Has Changed for GameStop since the January Mania?\nGME recently appointed2 key veteranexecutives from Amazon (AMZN): Matt Furlong and Mike Recupero as its CEO and CFO, respectively, as part of Chairman Ryan Cohen's strategic revamp of GME's business model to pivot towards becoming a major \"e-commerce powerhouse.\"\nWhile the guidance from the new management may have been sparse so far, the team has certainly gotten down to work quickly, to put in place the necessary building blocks to gradually move GME into a major e-commerce player, as they have started to expand itsfulfillment centers, with two new recent facilities in Reno, Nevada and York, Pennsylvania, that have given the company a total capacity of more than 1.2M square feet.\nRyan Cohen has also made it clear that the company wouldn't be specifying intricate details on its overhaul plans to its competitors, but instead appealing to investors to judge the team on their actions, as he emphasized:\n\n You won’t find ustalking a big game, making a bunch of lofty promises or telegraphing our strategy to the competition...We have a lot of work in front of us. Moving forward, we want you to judge GameStop based on our actions -- not our words.\n\nHowever, the Street was hardly convinced with Ryan Cohen or the company’s strategy, asWedbush Securitiesarticulated recently: “I think it got away from him. I think his ego’s gotten in the way and now he's going to prove [to] everybody [that he] knows what he's doing. If there [was] a strategy, it's shocking that he hasn't told us. We were supposed to hear about this five months ago. What is such a secret?”\nQuarterly revenues. Data source: S&P Capital IQ\nLTM revenue. Data source: S&P Capital IQ\nWe could observe that the company seems to have been able to arrest the declining trend in its revenue in Q4'21 and Q1'22 (GME defines its FY differently from its CY), which took place well before the new management was in place. The company's Q4'21 revenue of $2.12B was its strong quarter over the last 3 years, while Q1'22's revenue grew 25% YoY. Therefore, when we plotted it over an LTM basis, we think that there's hope over the horizon, that perhaps the new management team may have an encouraging start, in the company's quest to become an important e-commerce competitor. We think investors should continue monitoring this space closely, especially on the build-up of the company's fulfillment centers, which is highly integral towards its e-commerce ambitions.\nLTM EBIT margins trend. Data Source: S&P Capital IQ\nWhile the company's EBIT margin trend has certainly been of major concern, we think this is an area certainly worth watching, as yet again we observed an improvement in the LTM trend, as the company posted an LTM EBIT margin of -3.5% in Q1'22, as compared to its LTM EBIT margin of -4.9% in Q4'21. While we don't think the company is out of the woods yet, but we think the company may have stopped the rot, at least for now.\nDebt to Equity Ratio. Source:Simply Wall St\nLTM Levered FCF margin. Data source: S&P Capital IQ\nThe company has also astutely capitalized on its share price to completetwo equity offeringsto buttress its balance sheet. As a result, the company's debt to equity ratio has improved significantly to 5.5%, with a debt balance of just $48.1M, while having a cash and ST investments balance of $694.7M (as of 1 May 21, before both equity offerings which raised a total of $1.677B, and before paring down of debt). In addition, the company has also never really been bleeding cash, as its levered FCF margins trend has always been relatively healthy while having also improved its LTM levered FCF margin at the recent quarter to 1.6%.\nTherefore, we think GME looks well-positioned to take advantage of its strategic overhaul towards its new e-commerce pivot if the management can successfully execute moving forward. While we are not too sure at this point on the roadmap ahead for GME, the Reddit community seems to be ready to continue supporting this company, as we shall go into detail how the Reddit community would continue to be a highly important force to be reckoned with, in their quest to bolster the stock price of the company, such that even Ryan Cohen made it a point to pay a special tribute to the Reddit community:\n\n We’re fortunateto have such a special group of investors holding the company’s shares, you guys inspire us to think bigger, fight harder and work longer each day.\n\nThe Reddit Community Grew by 25.9% in 2020\nUS social network user growth, by platform 2020 & 2021. Source:eMarketer\nInvestors should be able to observe that Reddit posted highly remarkable growth in 2020, as users on its platform grew by 25.9% YoY, andeMarketeralso expects the Reddit community to grow by 14.4% in 2021, to reach 43.3M users. We think the increasing popularity towards the adoption of Reddit would continue to sustain investors' interest in meme stocks like GME, moving forward.\nPopulation distribution in the US in 2019, by generation. Data source: US Census Bureau\nWe believe that Reddit has certainly benefited from the secular drivers underpinning digitization, which has also led to significant growth and popularity in trading platforms like Robinhood (HOOD), where theaverage agein 2020 is 31 years old. This puts the average age of Robinhood users right within the age group of the Millennials, who were born between 1981 and 1996 (25 to 40 years old), and accounted for 21.97% of the US population, based on the 2019 census.\nImportantly, we could also observe that Millennial investors are interested in stocks that are not the “safe and steady” stocks that a typical investor is expected to hold if I could put it that way. We don’t think valuations form the most important considerations to these investors as we could observe from the above.\nAccording to a report byApex Clearing, Tesla (TSLA) formed the largest holdings of their Millennials portfolio in Q1’21, with a 28.3% share, a stock that we think investors would not typically say it’s cheap. While AAPL was the second-largest holding with a 14.5% share, GME also rounded up the top 4 with a 5.2% share, lending support to our opinion that Millennial investors’ motivations are driven by factors beyond just fundamentals and valuations.\nAmong the holdings in the Millennials portfolio, we could observe many other examples that corroborate these investors' interests in premium stocks, like Nvidia (NVDA), another meme stock like AMC Entertainment (AMC), Churchill Capital Corp (CCIV), its third-largest holding; Nio (NIO), Palantir (PLTR), and even Square (SQ), stocks we think investors would not typically ascribe as value stocks.\nTherefore, we think the general investor community needs to understand that there’s a huge and growing base of investors whose understanding and expectations of fundamentals and valuations are certainly quite different from what our typical valuation models could account for.\nWe think the market is definitely bigger and much more complex than what we know, and it’s just not possible to use the same fundamental analysis and valuation methods to value meme stocks like GME and say that they are way overvalued, a process that we honestly think is quite meaningless in the world of meme stocks investment.\nAnalyzing the Reddit Opinion\nIndividual investors’ opinion on Reddit after GameStop short squeeze in the US, UK, and Canada as of Feb 21, by age. Data source:Brunswick\nAccording to a survey by Brunswick, we could observe the importance of the Reddit forums as an investment tool for investors, especially among the younger investors within the age group of 18-29 years old. About 14% of all investors “trust Reddit as a media alternative,” and the share even shot up to 31% among the younger investors. In addition, a good proportion (25%) of the younger investors also took part in the GME opportunities, while 20% of them think that the GME events “represent a fundamental shift of power in the market.” While these opinions may belong within the minority of investors, we think the proportion of investors is certainly large enough to raise the eyebrows of the general investment community, and therefore we think the power of the Reddit forums is certainly a force to be reckoned with moving ahead.\nShare of institutional investors using Reddit to investigate an issue in the US, UK, and Canada. Data source: Brunswick\nAverage trust score assigned by institutional investors to Reddit in the US, UK, and Canada. Data source: Brunswick\nWe could observe Reddit’s increasing influence even among institutional investors, as 27% of them used Reddit to “investigate an issue”, which increased discernibly from the previous years, even though their trust in the platform dropped markedly from an average score of 3.5 in 2019 to 2.0 in 2021. We think this shows that institutional investors consider Reddit’s increasing influence in the general investment community’s decision-making process, but they don’t trust those things going on in those forums as meaningful enough for their \"well-developed\" processes, as compared to individual investors shown earlier.\nInstitutional investors' attitude towards members of the Reddit wallstreetbets community. Data source: Brunswick\nWhile 48% of institutional investors think that the Redditors “might have a short term influence, but they won’t be able to sustain it,” 27% developed some curiosity regarding Reddit influence among the investors’ community, and 13% of them developed some form of respect for the way the Redditors were able to amass an army to outgun some of Wall Street’s brightest minds. We were therefore not surprised to find that 20% of these institutional investors were frustrated with what they considered as “market manipulation” by the Redditors.\nLooking Ahead\nOwnership breakdown. Source:Simply Wall St\nInstitutional ownership changes. Source:Marketbeat\nMoving forward, we think meme stocks like GME would continue to feature prominently within the Reddit forums and remain one of their “flagship” stocks in their fight against the Street. Retail investors now hold the largest share of ownership of GME stock, accounting for 45.1% of total ownership. Interestingly, there’s still a sizable proportion (36.4%) of institutional investors that remain vested in GME, which includes GME’s largest shareholder: Blackrock, which owns 12.36% of GME stock. While GME witnessed a significant outflow of $1.93B of institutional capital in Q2’21, the stock price remained well above the closing price of $17.25, on the first trading day of 2021.\nPercentage of float shorted over time. Source:Marketbeat\nImportantly, the price continues to be sustained even though the short percentage of float has dropped significantly from 41.96% in Jan, to “just” 14.18% at the end of June, its lowest recorded two-week period in 2021.\nOther than the 45.1% of retail investors who are vested in GME, the stock is also supported by Ryan Cohen’s 12.13% share, which makes him the second-largest shareholder of GME stock, behind Blackrock, even though the purchase price for his last batch of 1.274M shares in Dec 20 is about $14.24, which certainly gives him a huge margin of safety if we consider GME’s last closing price of $178.85.\nPrice Action and Trend Analysis\nSource: TradingView\nEver since the mania we witnessed at the start of the year, GME has settled down and seems to have developed an uptrend bias, with a support level that has attracted strong buying interest between the $130 and $160 price level previously. It is a level that we expect the buyers to continue defending strongly, based on our price action analysis. For investors who are keen to take a position in GME, we think they may consider an entry within that buy range that we highlighted.\nWhile we are convinced that the volatility in GameStop’s price is likely to continue moving ahead, we think the stock has incredibly found huge buying interest among the retail community that has shaken the foundations of the institutional investors, asStenham Asset Managementarticulated:\n\n \"In the current environment, you are being negligent if you don’t measure and manage your exposure on the short side to both crowding and retail interest,\" and we think one of the multibillion-dollar US hedge fund also succinctly summed up the rising influence of the Reddit community: “[We] are absolutely looking at forums such as WSB, we are monitoring that extremely closely.”\n\nIn GameStop, we think the game is certainly far from being over.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177601299,"gmtCreate":1627203511811,"gmtModify":1703485529297,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177601299","repostId":"2153350439","repostType":4,"repost":{"id":"2153350439","pubTimestamp":1627177056,"share":"https://ttm.financial/m/news/2153350439?lang=&edition=fundamental","pubTime":"2021-07-25 09:37","market":"us","language":"en","title":"Better Buy: Nvidia vs. Micron Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2153350439","media":"Motley Fool","summary":"Which of these two high-growth chipmakers deserves your money?","content":"<p>Chipmakers <b>Nvidia</b> (NASDAQ:NVDA) and <b>Micron Technology</b> (NASDAQ:MU) have had very different experiences on the stock market so far in 2021, even though both companies have been delivering stellar results quarter after quarter. While Nvidia stock has handily beaten the market, Micron shares have remained nearly flat thus far.</p>\n<p>Is this a signal that investors should start dumping Micron stock and load up on Nvidia? Well, like many market questions, this <a href=\"https://laohu8.com/S/AONE.U\">one</a> doesn't have a simple answer. Here's what investors need to know.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8cb26fa463f644e155f261e6a69f336\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>^SPX data by YCharts</span></p>\n<h2>The case for Micron Technology</h2>\n<p>Micron Technology is benefiting from the terrific demand for memory chips. The memory specialist's revenue jumped 36% year over year in the fiscal third quarter (ended June 3, 2021), while earnings more than doubled to $1.88 per share from $0.82 per share in the prior-year period.</p>\n<p>Micron's fourth-quarter guidance suggests that it isn't going to run out of steam anytime soon. The company's $8.2 billion revenue guidance for this quarter would translate into a 36% year-over-year gain, while the $2.30 per share adjusted earnings forecast means that its bottom line is on track to more than double from the prior-year period's $1.08 per&nbsp;share.</p>\n<p>However, the market hasn't appreciated this terrific growth, as the muted stock price performance shows. But that may not be the case forever, as Micron is sitting on a bunch of solid catalysts, which seem strong enough to help it maintain its high levels of growth in the long run.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p>\n<p>Micron's compute and networking business unit (CNBU), which is its largest source of revenue and accounts for 44.5% of its top line, witnessed nearly 49% year-over-year revenue growth in Q3. Micron caters to the personal computer (PC), cloud server, enterprise, graphics, and networking markets through this segment. There is great demand for memory chips in all these markets, which is leading to tight supplies and higher prices.</p>\n<p>Memory market research firm TrendForce estimates that the price of dynamic random access memory (DRAM) could increase between 3% and 8% in the third quarter of the calendar year over Q2. The price increase is a result of strong server and PC DRAM demand and constrained supply.</p>\n<p>Similarly, the demand for NAND flash has also remained high due to the increased adoption of SSDs (solid-state drives) in both consumer PCs and enterprise hardware. A tight supply means that the price of NAND flash memory is expected to increase between 5% and 10% this quarter, which bodes well for Micron's storage business unit (SBU). The segment produced 13% of Micron's top line last quarter, and its revenue was flat year over year at $1 billion -- but it could improve given the end-market dynamics.</p>\n<p>The mobile business unit, meanwhile, has hit a purple patch. Its revenue increased 31% year over year in Q3 thanks to the ramp-up in 5G smartphone demand. With 5G smartphones expected to increase at a whopping pace in the next five years, Micron's mobile business has room to run higher.</p>\n<p>The robust memory demand isn't going to go away anytime soon. According to a third-party forecast, memory chip demand is expected to increase 31.7% in 2021, followed by a double-digit increase in 2022, which explains why analysts expect&nbsp;Micron's growth to pick up the pace next fiscal year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11c5f766491fbfe99b0a6f8d1f0d45f6\" tg-width=\"720\" tg-height=\"483\" width=\"100%\" height=\"auto\"><span>MU Revenue Estimates for Current Fiscal Year data by YCharts</span></p>\n<h2>The case for Nvidia</h2>\n<p>Nvidia's stock market returns in 2021 have been driven by the company's outstanding results. The graphics specialist is growing at a much faster pace than Micron, with its fiscal first-quarter revenue jumping 84% year over year to $5.66 billion. Tremendous demand for Nvidia's graphics cards, which are used in PCs, sent its video gaming revenue soaring. The segment's revenue doubled year over year and accounted for close to half of its top line.</p>\n<p>There are two reasons why the video gaming segment is set for terrific growth in the long haul. First, Nvidia dominates this market with a market share of 81%, according to Jon Peddie Research. It is also worth noting that the chipmaker has substantially increased its presence in the gaming laptop market.</p>\n<p>The company's dominant position in the gaming graphics card market brings us to the second reason why this segment is built for growth. Jon Peddie Research estimates that gaming graphics cards could generate $54 billion in revenue by 2025, which would be a big jump over last year's sales of $23.6 billion. Nvidia sold&nbsp;$7.76 billion worth of graphics cards in fiscal 2021, so the additional revenue opportunity on offer and the company's huge market share indicates that this business still has a lot of room for growth.</p>\n<p>There's a similar story to Nvidia's data center business, which is its second-largest source of revenue. The segment's revenue shot up 79% year over year in Q1, crossing $2 billion in quarterly sales for the first&nbsp;time. With the data center accelerator market expected to clock $53 billion in annual revenue by the end of 2027, according to a third-party estimate, the segment's growth streak seems sustainable.</p>\n<p>Nvidia is doing well in the market for data center graphics processing units (GPUs), with large cloud service providers preferring to use the company's chips to accelerate workloads. The data center GPU market alone is expected to generate $20 billion in revenue by 2027. Nvidia sold almost $6.7 billion worth of data center GPUs last fiscal year, and the massive revenue opportunity points toward more upside in this business.</p>\n<p>Throw in the fact that Nvidia is now moving to tap the other fast-growing niches of the data center accelerator market, such as server central processing units (CPUs) and data processing units (DPUs), and it becomes easier to see why this segment probably won't run out of steam. Such solid growth drivers make it clear why Nvidia's earnings are expected to jump substantially in the future at an annual pace of nearly 27%.</p>\n<h2>The verdict</h2>\n<p>It is evident that both Nvidia and Micron Technology have impressive catalysts that could help them sustain their impressive pace of growth. Value-oriented investors, however, may lean toward buying Micron stock, as it trades at just 20 times trailing earnings, compared to Nvidia's multiple of nearly 91.</p>\n<p>But then, Nvidia is growing at a much faster rate than Micron, as we saw above, which is why its premium seems justified. Additionally, Nvidia dominates its space, while Micron faces competition from the likes of <b>SK Hynix</b> and <b>Samsung</b>. Micron reportedly controls 23.5% of the DRAM market, which makes it a smaller player than the other two, while it stands in fourth position in the NAND market, with a share of just&nbsp;11.2%.</p>\n<p>That's why investors with a higher risk tolerance might want to consider buying Nvidia stock to benefit from the tech giant's supremacy in graphics cards, as it seems capable of outperforming Micron in the future like it has done so far this year.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Nvidia vs. Micron Technology</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\">\nBetter Buy: Nvidia vs. Micron Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/better-buy-nvidia-vs-micron-technology/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chipmakers Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) have had very different experiences on the stock market so far in 2021, even though both companies have been delivering stellar ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/better-buy-nvidia-vs-micron-technology/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2021/07/24/better-buy-nvidia-vs-micron-technology/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153350439","content_text":"Chipmakers Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) have had very different experiences on the stock market so far in 2021, even though both companies have been delivering stellar results quarter after quarter. While Nvidia stock has handily beaten the market, Micron shares have remained nearly flat thus far.\nIs this a signal that investors should start dumping Micron stock and load up on Nvidia? Well, like many market questions, this one doesn't have a simple answer. Here's what investors need to know.\n^SPX data by YCharts\nThe case for Micron Technology\nMicron Technology is benefiting from the terrific demand for memory chips. The memory specialist's revenue jumped 36% year over year in the fiscal third quarter (ended June 3, 2021), while earnings more than doubled to $1.88 per share from $0.82 per share in the prior-year period.\nMicron's fourth-quarter guidance suggests that it isn't going to run out of steam anytime soon. The company's $8.2 billion revenue guidance for this quarter would translate into a 36% year-over-year gain, while the $2.30 per share adjusted earnings forecast means that its bottom line is on track to more than double from the prior-year period's $1.08 per share.\nHowever, the market hasn't appreciated this terrific growth, as the muted stock price performance shows. But that may not be the case forever, as Micron is sitting on a bunch of solid catalysts, which seem strong enough to help it maintain its high levels of growth in the long run.\nImage source: Getty Images\nMicron's compute and networking business unit (CNBU), which is its largest source of revenue and accounts for 44.5% of its top line, witnessed nearly 49% year-over-year revenue growth in Q3. Micron caters to the personal computer (PC), cloud server, enterprise, graphics, and networking markets through this segment. There is great demand for memory chips in all these markets, which is leading to tight supplies and higher prices.\nMemory market research firm TrendForce estimates that the price of dynamic random access memory (DRAM) could increase between 3% and 8% in the third quarter of the calendar year over Q2. The price increase is a result of strong server and PC DRAM demand and constrained supply.\nSimilarly, the demand for NAND flash has also remained high due to the increased adoption of SSDs (solid-state drives) in both consumer PCs and enterprise hardware. A tight supply means that the price of NAND flash memory is expected to increase between 5% and 10% this quarter, which bodes well for Micron's storage business unit (SBU). The segment produced 13% of Micron's top line last quarter, and its revenue was flat year over year at $1 billion -- but it could improve given the end-market dynamics.\nThe mobile business unit, meanwhile, has hit a purple patch. Its revenue increased 31% year over year in Q3 thanks to the ramp-up in 5G smartphone demand. With 5G smartphones expected to increase at a whopping pace in the next five years, Micron's mobile business has room to run higher.\nThe robust memory demand isn't going to go away anytime soon. According to a third-party forecast, memory chip demand is expected to increase 31.7% in 2021, followed by a double-digit increase in 2022, which explains why analysts expect Micron's growth to pick up the pace next fiscal year.\nMU Revenue Estimates for Current Fiscal Year data by YCharts\nThe case for Nvidia\nNvidia's stock market returns in 2021 have been driven by the company's outstanding results. The graphics specialist is growing at a much faster pace than Micron, with its fiscal first-quarter revenue jumping 84% year over year to $5.66 billion. Tremendous demand for Nvidia's graphics cards, which are used in PCs, sent its video gaming revenue soaring. The segment's revenue doubled year over year and accounted for close to half of its top line.\nThere are two reasons why the video gaming segment is set for terrific growth in the long haul. First, Nvidia dominates this market with a market share of 81%, according to Jon Peddie Research. It is also worth noting that the chipmaker has substantially increased its presence in the gaming laptop market.\nThe company's dominant position in the gaming graphics card market brings us to the second reason why this segment is built for growth. Jon Peddie Research estimates that gaming graphics cards could generate $54 billion in revenue by 2025, which would be a big jump over last year's sales of $23.6 billion. Nvidia sold $7.76 billion worth of graphics cards in fiscal 2021, so the additional revenue opportunity on offer and the company's huge market share indicates that this business still has a lot of room for growth.\nThere's a similar story to Nvidia's data center business, which is its second-largest source of revenue. The segment's revenue shot up 79% year over year in Q1, crossing $2 billion in quarterly sales for the first time. With the data center accelerator market expected to clock $53 billion in annual revenue by the end of 2027, according to a third-party estimate, the segment's growth streak seems sustainable.\nNvidia is doing well in the market for data center graphics processing units (GPUs), with large cloud service providers preferring to use the company's chips to accelerate workloads. The data center GPU market alone is expected to generate $20 billion in revenue by 2027. Nvidia sold almost $6.7 billion worth of data center GPUs last fiscal year, and the massive revenue opportunity points toward more upside in this business.\nThrow in the fact that Nvidia is now moving to tap the other fast-growing niches of the data center accelerator market, such as server central processing units (CPUs) and data processing units (DPUs), and it becomes easier to see why this segment probably won't run out of steam. Such solid growth drivers make it clear why Nvidia's earnings are expected to jump substantially in the future at an annual pace of nearly 27%.\nThe verdict\nIt is evident that both Nvidia and Micron Technology have impressive catalysts that could help them sustain their impressive pace of growth. Value-oriented investors, however, may lean toward buying Micron stock, as it trades at just 20 times trailing earnings, compared to Nvidia's multiple of nearly 91.\nBut then, Nvidia is growing at a much faster rate than Micron, as we saw above, which is why its premium seems justified. Additionally, Nvidia dominates its space, while Micron faces competition from the likes of SK Hynix and Samsung. Micron reportedly controls 23.5% of the DRAM market, which makes it a smaller player than the other two, while it stands in fourth position in the NAND market, with a share of just 11.2%.\nThat's why investors with a higher risk tolerance might want to consider buying Nvidia stock to benefit from the tech giant's supremacy in graphics cards, as it seems capable of outperforming Micron in the future like it has done so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177603387,"gmtCreate":1627203328849,"gmtModify":1703485527980,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like and go!&nbsp;","listText":"Like and go!&nbsp;","text":"Like and go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177603387","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","pubTimestamp":1627183789,"share":"https://ttm.financial/m/news/1176552691?lang=&edition=fundamental","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</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>Is IBM Stock Undervalued Or Overvalued? 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What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311373099004064,"gmtCreate":1717024349245,"gmtModify":1717024351950,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FFIE\">$Faraday Future Intelligent Electric Inc.(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FFIE\">$Faraday Future Intelligent Electric Inc.(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Faraday Future Intelligent Electric Inc.(FFIE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311373099004064","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093652133,"gmtCreate":1643620563349,"gmtModify":1676533836795,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093652133","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","authorIdStr":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177601343,"gmtCreate":1627203482582,"gmtModify":1703485528636,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like :)&nbsp;","listText":"Like :)&nbsp;","text":"Like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177601343","repostId":"2153878189","repostType":4,"repost":{"id":"2153878189","pubTimestamp":1627179426,"share":"https://ttm.financial/m/news/2153878189?lang=&edition=fundamental","pubTime":"2021-07-25 10:17","market":"us","language":"en","title":"Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2153878189","media":"MarketWatch","summary":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further. Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.But Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this m","content":"<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e897e40f58935774b2ab4c3f6bdce36a\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>Sea Ltd.'s Shopee e-commerce platform.</span></p>\n<p>Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.</p>\n<p>But Amazon.com&nbsp;shareholders may not be so impressed. Bipartisan talk of&nbsp;antitrust actions&nbsp;against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.</p>\n<p>Shares of Amazon have underperformed the tech-heavy Nasdaq 100&nbsp;and the S&amp;P 500&nbsp;in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.</p>\n<p>Given all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.</p>\n<p>Here are five smaller high-growth companies you may want to research:</p>\n<p><b>Sea</b></p>\n<p>Shares of&nbsp;Sea Ltd.&nbsp;are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.</p>\n<p>The Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.</p>\n<p>Sea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.</p>\n<p>But the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about&nbsp;150%— while gross profit tripled year over year.</p>\n<p>With its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.</p>\n<p><b>Coupang</b></p>\n<p>While Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc..&nbsp;South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.</p>\n<p>If you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.</p>\n<p>Though the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.</p>\n<p>Admittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&amp;P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.</p>\n<p><b>MercadoLibre</b></p>\n<p>Taking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc.&nbsp;is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.</p>\n<p>MercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported&nbsp;70 million&nbsp;active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.</p>\n<p>What’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.</p>\n<p>Amazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.</p>\n<p><b>Newegg</b></p>\n<p>Newegg Commerce Inc.&nbsp;is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.</p>\n<p>The inciting incident was news that Newegg would carry hard-to-get Nvidia&nbsp;graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.</p>\n<p>Newegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.</p>\n<p>According to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.</p>\n<p><b>Shopify</b></p>\n<p>If you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.</p>\n<p>Shopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.</p>\n<p>Case in point:Fiscal first-quarter revenue growth&nbsp;reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.</p>\n<p>Shopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos &amp; Co. could do worse than plug into Shopify stock.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under...</p>\n\n<a href=\"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre","CPNG":"Coupang, Inc.","SHOP":"Shopify Inc","SE":"Sea Ltd","AMZN":"亚马逊","NEGG":"Newegg Comm Inc."},"source_url":"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153878189","content_text":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.\nBut Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.\nShares of Amazon have underperformed the tech-heavy Nasdaq 100 and the S&P 500 in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.\nGiven all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.\nHere are five smaller high-growth companies you may want to research:\nSea\nShares of Sea Ltd. are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.\nThe Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.\nSea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.\nBut the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about 150%— while gross profit tripled year over year.\nWith its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.\nCoupang\nWhile Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc.. South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.\nIf you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.\nThough the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.\nAdmittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.\nMercadoLibre\nTaking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc. is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.\nMercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported 70 million active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.\nWhat’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.\nAmazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.\nNewegg\nNewegg Commerce Inc. is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.\nThe inciting incident was news that Newegg would carry hard-to-get Nvidia graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.\nNewegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.\nAccording to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.\nShopify\nIf you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.\nShopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.\nCase in point:Fiscal first-quarter revenue growth reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.\nShopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos & Co. could do worse than plug into Shopify stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177601071,"gmtCreate":1627203460393,"gmtModify":1703485528801,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like :)&nbsp;","listText":"Like :)&nbsp;","text":"Like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177601071","repostId":"2153936352","repostType":4,"repost":{"id":"2153936352","pubTimestamp":1627180340,"share":"https://ttm.financial/m/news/2153936352?lang=&edition=fundamental","pubTime":"2021-07-25 10:32","market":"us","language":"en","title":"Will Square Be Worth More Than PayPal by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153936352","media":"Motley Fool","summary":"Could the ambitious fintech company overtake the market leader?","content":"<p><b>Square</b> (NYSE:SQ) and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at around $260. PayPal, which was spun off from<b> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> </b>(NASDAQ:EBAY) earlier that year, has advanced more than 720% since its debut to over $300 per share.</p>\n<p>Square is worth nearly $120 billion as of this writing, while PayPal is worth over $350 billion. That isn't surprising, since PayPal still serves a much larger audience and operates in more countries than Square. But gazing into the future, could Square eventually match -- or even surpass -- PayPal's valuation by 2025? Let's examine both fintech companies' growth trajectories and valuations to find out.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3384d45efb17ed54b398c7dbcc043fb\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><b>Wild ambitions vs. stable growth</b></h2>\n<p>Square and PayPal's core business models are similar. Both companies charge businesses flat fees, which vary by platform and transaction type, to process payments. Both companies offer small business loans. Square's Cash App and PayPal's Venmo both enable consumers to make peer-to-peer payments, and both companies provide branded debit cards that are linked to users' online accounts.</p>\n<p>But Square has been willing to take bolder risks than PayPal over the past few years. It expanded its services ecosystem with online payroll management services and analytics tools, and recently launched a full suite of online banking services. Square also added <b>Bitcoin</b> (CRYPTO:BTC) purchases to its Cash App in 2018, added free stock trades to the app to challenge Robinhood in 2019, and plans to add Credit Karma's tax filing services to its ecosystem in the near future.</p>\n<p>PayPal only started offering cryptocurrency trades last October, and it doesn't have any near-term plans to launch stock trading tools or dedicated tax filing services, or expand into a full-blown online bank like Square. Simply put, Square seems to have wilder and grander ambitions than PayPal.</p>\n<h2>Which company is growing faster?</h2>\n<p>Between 2015 and 2020, Square grew its annual revenue at a CAGR of 49.6%. Excluding its massive gain in Bitcoin revenue last year, it would still have grown its revenue at a CAGR of 31.2% over the past five years. PayPal's annual revenue grew at a CAGR of 18.5% between 2015 and 2020. Let's take a look at Wall Street's expectations for both companies over the next two years.</p>\n<table border=\"1\" width=\"600\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"118\"><p>Company</p></th>\n   <th width=\"213\"><p>Estimated Sales Growth (FY 2021)</p></th>\n   <th width=\"225\"><p>Estimated Sales Growth(FY 2022)</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"118\"><p><b>Square</b></p></td>\n   <td width=\"213\"><p>110.6%</p></td>\n   <td width=\"225\"><p>14.1%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"118\"><p><b>PayPal</b></p></td>\n   <td width=\"213\"><p>20.6%</p></td>\n   <td width=\"225\"><p>21.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Yahoo Finance, July 22.</p>\n<p>Analysts expect Square's Bitcoin revenue to continue rising this year before cooling off next year. They also expect its growth in transaction-based and seller service revenue, which slowed down during the pandemic, to recover as more businesses reopen. The Cash App, which grew its monthly active users 50% to 36 million in 2020, should also keep expanding as Square adds new services.</p>\n<p>Cathie Wood's ARK Invest expects Square's transaction-based and seller service revenues to grow at a CAGR of 19% through 2025. It also expects the Cash App's MAUs to more than double to 75 million, for Square to monetize roughly 40% of those users, and for its average revenue per Cash App user to grow from $25 in 2019 to $260 in 2025 -- which would represent a whopping CAGR of 49%.</p>\n<p>PayPal's growth should remain more predictable, since it doesn't generate significant revenue from cryptocurrencies yet. Instead, it will mainly rely on its growth in active accounts, which rose 21% year-over-year to 392 million last quarter, to generate stable revenue from its processing fees.</p>\n<p>PayPal expects to nearly double its active accounts to 750 million and <i>more than double</i> its annual revenue to over $50 billion by 2025. It also plans to grow its earnings at a CAGR of 22% from 2020 to 2025. It believes the rising acceptance of QR codes and NFC payments, the expansion of its financial services, and higher engagement rates for its apps will all drive that long-term growth.</p>\n<h2>Will Square be worth more than PayPal by 2025?</h2>\n<p>In a best-case scenario, ARK Invest believes Square's stock could hit $500 per share by 2025 if it hits its growth targets. But unlike PayPal, Square hasn't provided any concrete targets of its own yet.</p>\n<p>If Square hits $500 and its valuations hold steady, it could be worth just over $200 billion by 2025. Meanwhile, if PayPal achieves its goals of more than doubling its annual revenue and growing its EPS at a CAGR of 22% through 2025, its stock could easily double and boost its market cap to $700 billion.</p>\n<p>Therefore, it's doubtful that Square -- which already trades at higher valuations than PayPal -- will be the more valuable company by 2025. But that doesn't mean PayPal is necessarily a better growth stock than Square. I personally own Square instead of PayPal, because I admire its ambitious and forward-thinking strategies. Both stocks are still great long-term investments on the booming fintech market, so investors shouldn't fret too much over which company has the higher market cap.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Square Be Worth More Than PayPal by 2025?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Square Be Worth More Than PayPal by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Square (NYSE:SQ) and PayPal (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153936352","content_text":"Square (NYSE:SQ) and PayPal (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at around $260. PayPal, which was spun off from eBay (NASDAQ:EBAY) earlier that year, has advanced more than 720% since its debut to over $300 per share.\nSquare is worth nearly $120 billion as of this writing, while PayPal is worth over $350 billion. That isn't surprising, since PayPal still serves a much larger audience and operates in more countries than Square. But gazing into the future, could Square eventually match -- or even surpass -- PayPal's valuation by 2025? Let's examine both fintech companies' growth trajectories and valuations to find out.\nImage source: Getty Images.\nWild ambitions vs. stable growth\nSquare and PayPal's core business models are similar. Both companies charge businesses flat fees, which vary by platform and transaction type, to process payments. Both companies offer small business loans. Square's Cash App and PayPal's Venmo both enable consumers to make peer-to-peer payments, and both companies provide branded debit cards that are linked to users' online accounts.\nBut Square has been willing to take bolder risks than PayPal over the past few years. It expanded its services ecosystem with online payroll management services and analytics tools, and recently launched a full suite of online banking services. Square also added Bitcoin (CRYPTO:BTC) purchases to its Cash App in 2018, added free stock trades to the app to challenge Robinhood in 2019, and plans to add Credit Karma's tax filing services to its ecosystem in the near future.\nPayPal only started offering cryptocurrency trades last October, and it doesn't have any near-term plans to launch stock trading tools or dedicated tax filing services, or expand into a full-blown online bank like Square. Simply put, Square seems to have wilder and grander ambitions than PayPal.\nWhich company is growing faster?\nBetween 2015 and 2020, Square grew its annual revenue at a CAGR of 49.6%. Excluding its massive gain in Bitcoin revenue last year, it would still have grown its revenue at a CAGR of 31.2% over the past five years. PayPal's annual revenue grew at a CAGR of 18.5% between 2015 and 2020. Let's take a look at Wall Street's expectations for both companies over the next two years.\n\n\n\n\nCompany\nEstimated Sales Growth (FY 2021)\nEstimated Sales Growth(FY 2022)\n\n\nSquare\n110.6%\n14.1%\n\n\nPayPal\n20.6%\n21.5%\n\n\n\nSource: Yahoo Finance, July 22.\nAnalysts expect Square's Bitcoin revenue to continue rising this year before cooling off next year. They also expect its growth in transaction-based and seller service revenue, which slowed down during the pandemic, to recover as more businesses reopen. The Cash App, which grew its monthly active users 50% to 36 million in 2020, should also keep expanding as Square adds new services.\nCathie Wood's ARK Invest expects Square's transaction-based and seller service revenues to grow at a CAGR of 19% through 2025. It also expects the Cash App's MAUs to more than double to 75 million, for Square to monetize roughly 40% of those users, and for its average revenue per Cash App user to grow from $25 in 2019 to $260 in 2025 -- which would represent a whopping CAGR of 49%.\nPayPal's growth should remain more predictable, since it doesn't generate significant revenue from cryptocurrencies yet. Instead, it will mainly rely on its growth in active accounts, which rose 21% year-over-year to 392 million last quarter, to generate stable revenue from its processing fees.\nPayPal expects to nearly double its active accounts to 750 million and more than double its annual revenue to over $50 billion by 2025. It also plans to grow its earnings at a CAGR of 22% from 2020 to 2025. It believes the rising acceptance of QR codes and NFC payments, the expansion of its financial services, and higher engagement rates for its apps will all drive that long-term growth.\nWill Square be worth more than PayPal by 2025?\nIn a best-case scenario, ARK Invest believes Square's stock could hit $500 per share by 2025 if it hits its growth targets. But unlike PayPal, Square hasn't provided any concrete targets of its own yet.\nIf Square hits $500 and its valuations hold steady, it could be worth just over $200 billion by 2025. Meanwhile, if PayPal achieves its goals of more than doubling its annual revenue and growing its EPS at a CAGR of 22% through 2025, its stock could easily double and boost its market cap to $700 billion.\nTherefore, it's doubtful that Square -- which already trades at higher valuations than PayPal -- will be the more valuable company by 2025. But that doesn't mean PayPal is necessarily a better growth stock than Square. I personally own Square instead of PayPal, because I admire its ambitious and forward-thinking strategies. Both stocks are still great long-term investments on the booming fintech market, so investors shouldn't fret too much over which company has the higher market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177603517,"gmtCreate":1627203442839,"gmtModify":1703485528307,"author":{"id":"4090305065872930","authorId":"4090305065872930","authorIdStr":"4090305065872930","name":"magister","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090305065872930"},"themes":[],"htmlText":"Like :)","listText":"Like :)","text":"Like :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177603517","repostId":"1115106146","repostType":4,"repost":{"id":"1115106146","pubTimestamp":1627182277,"share":"https://ttm.financial/m/news/1115106146?lang=&edition=fundamental","pubTime":"2021-07-25 11:04","market":"us","language":"en","title":"Will Netflix Be a Trillion-Dollar Stock by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115106146","media":"Motley Fool","summary":"Will the streaming leader join the 12-zero club within the next decade?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Netflix is the FAANG stock with the smallest market cap.</li>\n <li>It will face tough competition over the next decade.</li>\n <li>Its chances of joining the trillion-dollar club by 2030 are slim.</li>\n</ul>\n<p><b>Netflix</b>(NASDAQ:NFLX)represents the \"N\" in the FAANG cohort of top tech companies, which also include&nbsp;<b>Facebook</b>,<b>Amazon</b>,<b>Apple</b>, and Google's parent company&nbsp;<b>Alphabet</b>.</p>\n<p>But with a market cap of $236 billion, Netflix is also much smaller than its four FAANG peers. Apple is worth more than $2 trillion, Amazon and Alphabet are both worth over $1 trillion, and Facebook has a market cap of $955 billion. Could Netflix also join the 12-zero club within the next ten years?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68592db9e2c6f47c122855a95129a4c\" tg-width=\"2000\" tg-height=\"1095\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NETFLIX.</span></p>\n<p><b>The story thus far...</b></p>\n<p>Netflix has reinvented itself several times since it was founded in 1997. It initially offered DVD rentals by mail, then expanded that model into a subscription service, and accumulated five million members by 2006.</p>\n<p>Netflix launched its first streaming platform in 2007, which was subsequently offered on gaming consoles, set-top boxes, and Blu-ray players. It also launched its service internationally.</p>\n<p>That expansion boosted Netflix's audience to 25 million members by 2012. A year later it launched its first slate of original shows -- including&nbsp;<i>Orange is the New Blac</i>k,<i>House of Cards</i>, and&nbsp;<i>Hemlock Grove</i>-- to lock in its subscribers and reduce its dependence on licensed content.</p>\n<p>Netflix hit 50 million members in 2014, 100 million members in 2017, and 209.2 million members in its latest quarter. That massive audience makes it the world's largest paid video streaming platform.</p>\n<p>Between 2010 and 2020, Netflix's annual revenue rose from $2.16 billion to $25.0 billion. Its net income surged from $161 million to $2.76 billion.</p>\n<p><b>The challenges ahead...</b></p>\n<p>Netflix still enjoys a first-mover's advantage in premium streaming videos, but it currently faces a growing list of formidable competitors. The biggest threat is&nbsp;<b>Disney</b>(NYSE:DIS), which owns a massive portfolio of first-party content and offers its services at lower prices than Netflix.</p>\n<p>Disney+, the company's flagship platform, has already accumulated nearly 104 million subscribers since its launch in late 2019. By comparison, it took Netflix's streaming platform<i>ten years</i>to hit 100 million subscribers. Disney expects Disney+ to reach 230 million to 260 million subscribers by the end of fiscal 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63d16de9232c81308fb95b1bfeeab68e\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>Disney also owns Hulu and ESPN+, which served 41.6 million and 13.8 million subscribers, respectively, last quarter. Hulu hosts more mature content than Disney+, while ESPN+ streams live sports -- a frequently requested feature that Netflix still doesn't offer.</p>\n<p>Other challengers include Amazon's Prime Video,<b>AT&amp;T</b>'s HBO Max, Apple TV+, and stand-alone streaming services from traditional TV networks. This ongoing fragmentation of the streaming market could limit Netflix's pricing power, make it more difficult to gain new subscribers, and force it to spend even more money on expensive original shows and movies to retain its existing audience.</p>\n<p>Netflix has already been exploring new ways to differentiate its platform. It's licensing more anime content and expanding its children's programming, and it even launched an&nbsp;online store&nbsp;to sell tie-in merchandise. It's also planning to expand into&nbsp;video games&nbsp;by offering free mobile games to subscribers.</p>\n<p><b>The road to $1 trillion</b></p>\n<p>Netflix's stock has rallied about 1,200% over the past decade. But to cross the $1 trillion mark, it needs to more than quadruple in value.</p>\n<p>Analysts expect Netflix's revenue to rise 19% to $29.7 billion this year, then grow 15% to $34.2 billion next year. Netflix's growth will likely decelerate afterwards, for two simple reasons: It's saturating its developed markets like the U.S., and it faces too much competition around the world.</p>\n<p>But let's assume Netflix continues to roll out compelling original content, locks in more users with niche content like anime, and expands its digital ecosystem with video games and online merchandise.</p>\n<p>If Netflix's revenue growth meets analysts' expectations for the next two years and continues growing at an average rate of 10% from 2023 to 2030, it could generate $73.3 billion in annual revenue by the final year. If Netflix is still trading at about eight times sales, it would be worth nearly $600 billion.</p>\n<p>If Netflix grows it revenue at an average rate of 15% from 2023 to 2020, it would generate $104.6 billion in annual revenue by the final year. At eight times sales, it would still fall short of the $1 trillion mark.</p>\n<p>But Netflix's&nbsp;price-to-sales&nbsp;ratio will likely decline if investors think its high-growth days are over, which would result in much lower market caps. Investors should take a look at Netflix's Chinese counterpart&nbsp;<b>iQiyi</b>, which trades at just two times this year's sales and about 30% below its IPO price, to see what happens when a high-growth streaming video platform&nbsp;loses its momentum.</p>\n<p><b>The key takeaways</b></p>\n<p>Netflix's growth over the past decade has been stellar, but much of its success can be attributed to its first-mover's advantage in the streaming market. However, that advantage will likely fade over the next decade as competitors like Disney carve up the market. Netflix should keep growing over the next decade, but its chances of joining its&nbsp;FAANG peers&nbsp;in the trillion-dollar club by 2030 are slim.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Netflix Be a Trillion-Dollar Stock by 2030?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Netflix Be a Trillion-Dollar Stock by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNetflix is the FAANG stock with the smallest market cap.\nIt will face tough competition over the next decade.\nIts chances of joining the trillion-dollar club by 2030 are slim.\n\nNetflix(...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/24/will-netflix-be-a-trillion-dollar-stock-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115106146","content_text":"Key Points\n\nNetflix is the FAANG stock with the smallest market cap.\nIt will face tough competition over the next decade.\nIts chances of joining the trillion-dollar club by 2030 are slim.\n\nNetflix(NASDAQ:NFLX)represents the \"N\" in the FAANG cohort of top tech companies, which also include Facebook,Amazon,Apple, and Google's parent company Alphabet.\nBut with a market cap of $236 billion, Netflix is also much smaller than its four FAANG peers. Apple is worth more than $2 trillion, Amazon and Alphabet are both worth over $1 trillion, and Facebook has a market cap of $955 billion. Could Netflix also join the 12-zero club within the next ten years?\nIMAGE SOURCE: NETFLIX.\nThe story thus far...\nNetflix has reinvented itself several times since it was founded in 1997. It initially offered DVD rentals by mail, then expanded that model into a subscription service, and accumulated five million members by 2006.\nNetflix launched its first streaming platform in 2007, which was subsequently offered on gaming consoles, set-top boxes, and Blu-ray players. It also launched its service internationally.\nThat expansion boosted Netflix's audience to 25 million members by 2012. A year later it launched its first slate of original shows -- including Orange is the New Black,House of Cards, and Hemlock Grove-- to lock in its subscribers and reduce its dependence on licensed content.\nNetflix hit 50 million members in 2014, 100 million members in 2017, and 209.2 million members in its latest quarter. That massive audience makes it the world's largest paid video streaming platform.\nBetween 2010 and 2020, Netflix's annual revenue rose from $2.16 billion to $25.0 billion. Its net income surged from $161 million to $2.76 billion.\nThe challenges ahead...\nNetflix still enjoys a first-mover's advantage in premium streaming videos, but it currently faces a growing list of formidable competitors. The biggest threat is Disney(NYSE:DIS), which owns a massive portfolio of first-party content and offers its services at lower prices than Netflix.\nDisney+, the company's flagship platform, has already accumulated nearly 104 million subscribers since its launch in late 2019. By comparison, it took Netflix's streaming platformten yearsto hit 100 million subscribers. Disney expects Disney+ to reach 230 million to 260 million subscribers by the end of fiscal 2024.\nIMAGE SOURCE: GETTY IMAGES.\nDisney also owns Hulu and ESPN+, which served 41.6 million and 13.8 million subscribers, respectively, last quarter. Hulu hosts more mature content than Disney+, while ESPN+ streams live sports -- a frequently requested feature that Netflix still doesn't offer.\nOther challengers include Amazon's Prime Video,AT&T's HBO Max, Apple TV+, and stand-alone streaming services from traditional TV networks. This ongoing fragmentation of the streaming market could limit Netflix's pricing power, make it more difficult to gain new subscribers, and force it to spend even more money on expensive original shows and movies to retain its existing audience.\nNetflix has already been exploring new ways to differentiate its platform. It's licensing more anime content and expanding its children's programming, and it even launched an online store to sell tie-in merchandise. It's also planning to expand into video games by offering free mobile games to subscribers.\nThe road to $1 trillion\nNetflix's stock has rallied about 1,200% over the past decade. But to cross the $1 trillion mark, it needs to more than quadruple in value.\nAnalysts expect Netflix's revenue to rise 19% to $29.7 billion this year, then grow 15% to $34.2 billion next year. Netflix's growth will likely decelerate afterwards, for two simple reasons: It's saturating its developed markets like the U.S., and it faces too much competition around the world.\nBut let's assume Netflix continues to roll out compelling original content, locks in more users with niche content like anime, and expands its digital ecosystem with video games and online merchandise.\nIf Netflix's revenue growth meets analysts' expectations for the next two years and continues growing at an average rate of 10% from 2023 to 2030, it could generate $73.3 billion in annual revenue by the final year. If Netflix is still trading at about eight times sales, it would be worth nearly $600 billion.\nIf Netflix grows it revenue at an average rate of 15% from 2023 to 2020, it would generate $104.6 billion in annual revenue by the final year. At eight times sales, it would still fall short of the $1 trillion mark.\nBut Netflix's price-to-sales ratio will likely decline if investors think its high-growth days are over, which would result in much lower market caps. Investors should take a look at Netflix's Chinese counterpart iQiyi, which trades at just two times this year's sales and about 30% below its IPO price, to see what happens when a high-growth streaming video platform loses its momentum.\nThe key takeaways\nNetflix's growth over the past decade has been stellar, but much of its success can be attributed to its first-mover's advantage in the streaming market. However, that advantage will likely fade over the next decade as competitors like Disney carve up the market. Netflix should keep growing over the next decade, but its chances of joining its FAANG peers in the trillion-dollar club by 2030 are slim.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}