KeN3 personal page - To The Moon

KeN3

KeN3

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2021-09-03

What goes up will eventually come down. Just have to exit before the fall

What Will Happen When Trillions In Stimulus Run Out In 2022?

2021-08-23

Unfortunately not invested

NVIDIA shares rose nearly 3% to a new high

2022-04-06

Losing money... 😔

Vaccine Stocks Fell in Morning Trading

2021-09-09

Sea of red today.....

Stocks Are Suddenly Puking...

2021-08-15

No wonder price is going up

Why Regulatory Risk Is A Silver Lining For Apple And Google

2022-05-03

Good read. High risk but also high returns

Alibaba Group: Munger Position Halved, How About Yours?

2021-08-17

Still moving up....

Big tech stocks fell in morning trading, Apple fell over 1% after reaching record high

2022-03-11

At least some good news for SIA

Singapore Stocks to Watch: Del Monte Pacific, SIA, StarHub

2022-04-22

Time to move in?

Is NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices

2022-03-26

There's some chances, but still too early to say

Is NIO The Buy Of The Year?

2022-03-20

what's the price for entry?

Alibaba: Why I'm Not Selling A Single Share

2022-01-30

On my watchlist to see when to buy some in

2 Dirt-Cheap Value Stocks to Buy Now

2021-08-24

If crosses the $150 mark.. there’ll be a spurt

Apple: The $150 Struggle Is Real

2021-08-21

Doesn’t sound too good

Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla

2021-08-22

Prices for these companies shares have risen exponentially... but is there still room for growth?

Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine

2021-08-03

Is it over priced now to enter the market?

Sorry, the original content has been removed

2023-07-02

Thanks 🙏🏻

@koolgal:FLJP Franklin FTSE Japan ETF - My Tactical Bet on Japanese Stocks

2022-02-16

Hopefully will reflect in increase in share prices

Apple Is Poised for Big Gains Amid Spring Hardware Launches

2022-02-11

Oh my... oil prices going up again

Oil Prices Gain after IEA Says Market Tight

2022-01-09

With a new market venturing into cars etc, it’lldefinitely bring Apple over $3 trillion. Most importantly is to find the right partnerships sincethey have no expertise in vehicles

Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?

Go to Tiger App to see more news

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🙏🏻&nbsp;","listText":"Thanks 🙏🏻&nbsp;","text":"Thanks 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/193466069024920","repostId":"193328488579224","repostType":1,"repost":{"id":193328488579224,"gmtCreate":1688251502910,"gmtModify":1688260828928,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"FLJP Franklin FTSE Japan ETF - My Tactical Bet on Japanese Stocks","htmlText":"🌟🌟🌟<a href=\"https://ttm.financial/S/FLJP\">$Franklin FTSE Japan ETF(FLJP)$ </a>&nbsp;is great way to gain exposure to the recent phenomenal rise in Japanese stocks. 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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>Novavax Tumbled Nearly 30% in Premarket Trading After Halving Sales Forecast on Low Vaccine Demand and Supply Glut</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\">\nNovavax Tumbled Nearly 30% in Premarket Trading After Halving Sales Forecast on Low Vaccine Demand and Supply Glut\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-09 16:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Novavax tumbled nearly 30% in premarket trading after halving sales forecast on low vaccine demand and supply glut.<img src=\"https://static.tigerbbs.com/0604dc9c980989058742461df8c1af57\" tg-width=\"671\" tg-height=\"544\" width=\"100%\" height=\"auto\"/></p><p>Novavax said it now expects 2022 total revenue in the range of $2 billion to $2.3 billion, compared with its prior forecast of $4 billion to $5 billion.</p><p>The dismal outlook is the latest setback for Novavax that has also faced manufacturing hurdles and regulatory delays amid competition with market leaders Pfizer and Moderna.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168244489","content_text":"Novavax tumbled nearly 30% in premarket trading after halving sales forecast on low vaccine demand and supply glut.Novavax said it now expects 2022 total revenue in the range of $2 billion to $2.3 billion, compared with its prior forecast of $4 billion to $5 billion.The dismal outlook is the latest setback for Novavax that has also faced manufacturing hurdles and regulatory delays amid competition with market leaders Pfizer and Moderna.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077875369,"gmtCreate":1658499210851,"gmtModify":1676536168329,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Wow... up again&nbsp;","listText":"Wow... up again&nbsp;","text":"Wow... up again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077875369","repostId":"1180086185","repostType":4,"repost":{"id":"1180086185","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658497581,"share":"https://ttm.financial/m/news/1180086185?lang=&edition=fundamental","pubTime":"2022-07-22 21:46","market":"us","language":"en","title":"Tesla Shares Gained Another 2% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180086185","media":"Tiger Newspress","summary":"Tesla shares gained another 2% in morning trading. The stock jumped nearly 10% yesterday.","content":"<html><head></head><body><p>Tesla shares gained another 2% in morning trading. The stock jumped nearly 10% yesterday.</p><p><img src=\"https://static.tigerbbs.com/5229d5710564482a7e7de9ad5842f77d\" tg-width=\"856\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Gained Another 2% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Gained Another 2% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-22 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares gained another 2% in morning trading. The stock jumped nearly 10% yesterday.</p><p><img src=\"https://static.tigerbbs.com/5229d5710564482a7e7de9ad5842f77d\" tg-width=\"856\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180086185","content_text":"Tesla shares gained another 2% in morning trading. The stock jumped nearly 10% yesterday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078069432,"gmtCreate":1657596953626,"gmtModify":1676536032565,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078069432","repostId":"1152927822","repostType":4,"repost":{"id":"1152927822","pubTimestamp":1657590710,"share":"https://ttm.financial/m/news/1152927822?lang=&edition=fundamental","pubTime":"2022-07-12 09:51","market":"sg","language":"en","title":"4 Singapore REITs I Will Buy with S$30,000","url":"https://stock-news.laohu8.com/highlight/detail?id=1152927822","media":"The Smart Investor","summary":"If I had some spare cash, here are four Singapore REITs that I will add.When investing, it’s useful ","content":"<html><head></head><body><p>If I had some spare cash, here are four Singapore REITs that I will add.</p><p><img src=\"https://static.tigerbbs.com/fadc5c31649eaafd34a82ccea958372f\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>When investing, it’s useful to keep some spare cash lying around.</p><p>With both the NASDAQ Composite Index and S&amp;P 500 falling into a bear market, many stocks are getting cheaper as a result.</p><p>Over in Singapore, the weak sentiment, along with rising interest rates, have pushed down the prices of many REITs.</p><p>Yet, the strong REITs have proven time and again that they can continue to generate a stream of passive income through dividends.</p><p>You can take advantage of the fall in REIT prices to scoop up units at attractive distribution yields.</p><p>If I had S$30,000 to spare, here are four REITs that I will allocate that money.</p><p><b>Frasers Logistics &amp; Commercial Trust (SGX: BUOU)</b></p><p>Frasers Logistics &amp; Commercial Trust, or FLCT, is an industrial and commercial REIT that owns 102 properties spread across five countries – Singapore, Australia, the UK, Germany and the Netherlands.</p><p>Its assets under management stood at S$6.7 billion as of 31 March 2022.</p><p>FLCT recently declared and paid out a distribution per unit of S$0.0385 for its fiscal 2022’s first half (1H2022) ended 31 March 2022.</p><p>The trailing 12-month distribution yield stands at 4.6%.</p><p>The REIT has maintained a high occupancy rate of 96.1% with a long weighted average lease expiry (WALE) of 4.6 years.</p><p>Aggregate leverage will fall to 29.5% post-repayment of borrowings, setting FLCT up for sufficient debt headroom to make more yield-accretive acquisitions.</p><p>The REIT announced two acquisitions last month – the acquisition of three freehold logistics and industrial properties in Victoria, Australia, and the purchase of a freehold logistics development in Cheshire, the UK.</p><p><b>Mapletree Logistics Trust (SGX: M44U)</b></p><p>Mapletree Logistics Trust, or MLT, owns a portfolio of 183 properties in eight countries with an AUM of S$13.1 billion as of 31 March 2022.</p><p>The logistics-focused REIT reported a respectable set of earnings for its fiscal 2022 ended 31 March 2022 (FY2022).</p><p>Gross revenue climbed 20.9% year on year to S$678.6 million while net property income (NPI) increased by 18.6% year on year to S$592.1 million.</p><p>DPU inched up 5.5% year on year to S$0.08787, giving the units a trailing distribution yield of 5%.</p><p>MLT’s aggregate leverage stood at 36.8% with a low cost of debt of 2.2%.</p><p>The REIT also enjoys a high occupancy rate of 96.7% and also reported a 2.9% increase in its average rental reversion.</p><p>MLT has demonstrated a strong track record of acquisitions – the REIT had made a total of eight acquisitions in FY2022.</p><p>Investors can look forward to more acquisitions for FY2023 as the REIT positions itself for further growth.</p><p><b>CapitaLand China Trust (SGX: AU8U)</b></p><p>CapitaLand China Trust, or CLCT, is the largest China-focused Singapore REIT with an AUM of RMB 24.8 billion as of 31 December 2021.</p><p>The REIT’s portfolio comprises 11 retail properties, five business parks and four logistics parks located in 12 cities within China.</p><p>For FY2021, CLCT reported a DPU of S$0.0873, giving its units a trailing distribution yield of 7.7%.</p><p>For the first quarter of 2022 (1Q2022), gross revenue jumped 24% year on year to RMB 489.9 million, driven by full contributions from business parks and new contributions from the logistics parks.</p><p>NPI improved by 30.4% year on year to RMB 344.5 million.</p><p>Gearing remains reasonable at 38.1% as of 31 March 2022 with an average cost of debt of 2.64%.</p><p>CLCT is backed by a strong sponsor in <b>CapitaLand Investment Limited</b> (SGX: 9CI), which provides an acquisition pipeline for the REIT to continue growing its AUM.</p><p>As of 31 December 2021, the sponsor owned 12 retail assets, 29 commercial and integrated developments, and eight new economy assets (read: industrial, logistics and business parks) that can potentially be injected into CLCT.</p><p><b>Keppel DC REIT (SGX: AJBU)</b></p><p>Keppel DC REIT is a data centre REIT that owns a portfolio of 21 data centres across nine countries with an AUM of S$3.5 billion as of 31 March 2022.</p><p>The REIT reported that gross revenue for 1Q2022 dipped 0.9% year on year to S$66.1 million while NPI fell by 1.4% year on year to S$60.1 million.</p><p>However, DPU edged up 0.2% year on year to S$0.02466. Prospective distribution yield stands at 5% for its units.</p><p>Keppel DC REIT recently acquired its second data centre in London for S$104 million which will bump up DPU.</p><p>The REIT also purchased two data centres in Guangdong, China, for around S$297 million which will see DPU rise by 2.7%.</p><p>Keppel DC REIT still has around S$2 billion worth of potential data centre acquisitions from its sponsor <b>Keppel Corporation Limited</b> (SGX: BN4).</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore REITs I Will Buy with S$30,000</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore REITs I Will Buy with S$30,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-i-will-buy-with-s30000/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If I had some spare cash, here are four Singapore REITs that I will add.When investing, it’s useful to keep some spare cash lying around.With both the NASDAQ Composite Index and S&P 500 falling into a...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-i-will-buy-with-s30000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","BUOU.SI":"星狮物流工业信托","AU8U.SI":"凯德商用中国信托","AJBU.SI":"吉宝数据中心房地产信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-i-will-buy-with-s30000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152927822","content_text":"If I had some spare cash, here are four Singapore REITs that I will add.When investing, it’s useful to keep some spare cash lying around.With both the NASDAQ Composite Index and S&P 500 falling into a bear market, many stocks are getting cheaper as a result.Over in Singapore, the weak sentiment, along with rising interest rates, have pushed down the prices of many REITs.Yet, the strong REITs have proven time and again that they can continue to generate a stream of passive income through dividends.You can take advantage of the fall in REIT prices to scoop up units at attractive distribution yields.If I had S$30,000 to spare, here are four REITs that I will allocate that money.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, is an industrial and commercial REIT that owns 102 properties spread across five countries – Singapore, Australia, the UK, Germany and the Netherlands.Its assets under management stood at S$6.7 billion as of 31 March 2022.FLCT recently declared and paid out a distribution per unit of S$0.0385 for its fiscal 2022’s first half (1H2022) ended 31 March 2022.The trailing 12-month distribution yield stands at 4.6%.The REIT has maintained a high occupancy rate of 96.1% with a long weighted average lease expiry (WALE) of 4.6 years.Aggregate leverage will fall to 29.5% post-repayment of borrowings, setting FLCT up for sufficient debt headroom to make more yield-accretive acquisitions.The REIT announced two acquisitions last month – the acquisition of three freehold logistics and industrial properties in Victoria, Australia, and the purchase of a freehold logistics development in Cheshire, the UK.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, owns a portfolio of 183 properties in eight countries with an AUM of S$13.1 billion as of 31 March 2022.The logistics-focused REIT reported a respectable set of earnings for its fiscal 2022 ended 31 March 2022 (FY2022).Gross revenue climbed 20.9% year on year to S$678.6 million while net property income (NPI) increased by 18.6% year on year to S$592.1 million.DPU inched up 5.5% year on year to S$0.08787, giving the units a trailing distribution yield of 5%.MLT’s aggregate leverage stood at 36.8% with a low cost of debt of 2.2%.The REIT also enjoys a high occupancy rate of 96.7% and also reported a 2.9% increase in its average rental reversion.MLT has demonstrated a strong track record of acquisitions – the REIT had made a total of eight acquisitions in FY2022.Investors can look forward to more acquisitions for FY2023 as the REIT positions itself for further growth.CapitaLand China Trust (SGX: AU8U)CapitaLand China Trust, or CLCT, is the largest China-focused Singapore REIT with an AUM of RMB 24.8 billion as of 31 December 2021.The REIT’s portfolio comprises 11 retail properties, five business parks and four logistics parks located in 12 cities within China.For FY2021, CLCT reported a DPU of S$0.0873, giving its units a trailing distribution yield of 7.7%.For the first quarter of 2022 (1Q2022), gross revenue jumped 24% year on year to RMB 489.9 million, driven by full contributions from business parks and new contributions from the logistics parks.NPI improved by 30.4% year on year to RMB 344.5 million.Gearing remains reasonable at 38.1% as of 31 March 2022 with an average cost of debt of 2.64%.CLCT is backed by a strong sponsor in CapitaLand Investment Limited (SGX: 9CI), which provides an acquisition pipeline for the REIT to continue growing its AUM.As of 31 December 2021, the sponsor owned 12 retail assets, 29 commercial and integrated developments, and eight new economy assets (read: industrial, logistics and business parks) that can potentially be injected into CLCT.Keppel DC REIT (SGX: AJBU)Keppel DC REIT is a data centre REIT that owns a portfolio of 21 data centres across nine countries with an AUM of S$3.5 billion as of 31 March 2022.The REIT reported that gross revenue for 1Q2022 dipped 0.9% year on year to S$66.1 million while NPI fell by 1.4% year on year to S$60.1 million.However, DPU edged up 0.2% year on year to S$0.02466. Prospective distribution yield stands at 5% for its units.Keppel DC REIT recently acquired its second data centre in London for S$104 million which will bump up DPU.The REIT also purchased two data centres in Guangdong, China, for around S$297 million which will see DPU rise by 2.7%.Keppel DC REIT still has around S$2 billion worth of potential data centre acquisitions from its sponsor Keppel Corporation Limited (SGX: BN4).","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040311835,"gmtCreate":1655608542427,"gmtModify":1676535670770,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Below 100?","listText":"Below 100?","text":"Below 100?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040311835","repostId":"1191198317","repostType":4,"repost":{"id":"1191198317","pubTimestamp":1655602257,"share":"https://ttm.financial/m/news/1191198317?lang=&edition=fundamental","pubTime":"2022-06-19 09:30","market":"us","language":"en","title":"Amazon Is Finally Cheap Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1191198317","media":"seekingalpha","summary":"Amazon has been pummeled during the bear market, declining by nearly 50%.At about 1.6 times forward ","content":"<html><head></head><body><ul><li>Amazon has been pummeled during the bear market, declining by nearly 50%.</li><li>At about 1.6 times forward sales and 40 times forward EPS estimates, Amazon is finally cheap again.</li><li>Amazon may be more &#34;recession proof&#34; than many think, and its growth story is far from over.</li><li>I recently reentered Amazon and may increase my position as we advance.</li><li>Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.Learn More »</li></ul><p><img src=\"https://static.tigerbbs.com/10fd9cc614fff9d9cdaa56782d9436e8\" tg-width=\"750\" tg-height=\"503\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>It&#39;s been a difficult year for Amazon (NASDAQ:AMZN), and the stock&#39;s price action illustrates the challenging environment, down by nearly 40% YTD. Growth concerns, recession fears, disappointing earnings, and other elements have worsened sentiment surrounding Amazon, causing many investors to fleethe stock. However, despite the recent difficulties, growth slowdown, and the &#34;coronavirus hangover effect,&#34; Amazon remains the dominant market-leading e-commerce stock to own moving forward. Threats of increased competition are exaggerated, and the company should perform well during a downturn. Additionally, the company&#39;s growth story is far from over, and we should see Amazon becoming increasingly profitable. The company&#39;s stock is inexpensive, and shares should benefit from the recent split. Amazon is a buy now, and the company&#39;s stock should move considerably higher in the coming years.</p><h2>The Coronavirus Hangover Effect</h2><p>Amazon is the ultimate name in e-commerce. Last year, the company accounted for approximately57% of all e-commercesales in the U.S. Also, Amazon saw a remarkable surge in revenues during the coronavirus crisis. The company&#39;s revenues skyrocketed by67.5% in two years, from 2019 to 2021. This surge in sales was partly because many consumers shopped from home instead of brick and mortar establishments during the pandemic. However, now that the coronavirus dynamic is much less restrictive, many shoppers are returning to their offline shopping habits.</p><p>This year&#39;s consensus revenue estimates are for$525 billion, implying that Amazon&#39;s sales growth will be around 12% YoY. While this figure may appear &#34;slow&#34; relative to prior years, we should consider the hangover effect associated with the coronavirus. Amazon cannot increase revenues by 30% or more annually, especially when millions of shoppers are increasing their visits to malls and other brick-and-mortar establishments. Nevertheless, Amazon is still about to increase revenues by approximately<i>$55 billion</i>YoY. The company&#39;s sales growth is a phenomenal achievement, considering the environment. Moreover, Amazon&#39;s revenues should come in at about 88% above 2019 levels, yet its stock now trades only around Amazon&#39;s 2018 and 2019 highs.</p><h2>AMZN Stock - A Technical Image<img src=\"https://static.tigerbbs.com/610b6b53c4c559dc08301021e02ed66b\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p></p><p>Amazon was down by about 47% from its highs last year. We also see that the stock is down to around $100. Remarkably, AMZN is back down to levels we saw in 2019 and as far back as 2018. However, in 2019 Amazon&#39;sEPS came in at $0.93, and next year&#39;s EPS estimates are for approximately $2.50. Moreover, 2019 revenues were $280 billion, and next year&#39;s revenues should come in at around$610 billion(consensus estimates). Therefore, we&#39;re looking at a stock that was trading at approximately 100 times forward EPS estimates and 3.6 times forward sales around the highs in 2018 and is only trading at about 40 times forward EPS estimates and 1.64 times forward sales now. Yes, Amazon is finally cheap, the downside is probably limited here, and there&#39;s potential for much more upside in the coming years.</p><h2>Amazon Is Becoming Increasingly Profitable</h2><p>First, I would like to point out that Amazon&#39;s growth story is far from over. Amazon is the dominant e-commerce giant in America and has significant operations in several key international markets. The companyhas dedicated operationsin the U.S., U.K., Canada, Mexico, India, France, Germany, Italy, Spain, China, Japan, and Australia. Also, those saying that Walmart (WMT) or someone else will take market share from Amazon or beat the company at its own game may be mistaken.</p><p><b>Amazon vs. Walmart</b></p><p><img src=\"https://static.tigerbbs.com/3a3dc790326bfcef67b1339f61225596\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMZN vs. WMT (Pymnts.com)</p><p>We see that Amazon dominates e-commerce sales in the U.S. and may achieve similar success in other countries. While Walmart has had some success in recent years, its market share is limited relative to Amazon&#39;s advantage.</p><p><b>Revenue Estimates</b></p><p><img src=\"https://static.tigerbbs.com/e558df667cfed962703f89808c5623b1\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue estimates (SeekingAlpha.com)</p><p>We discussed that Amazon would likely deliver around$520 billion in revenuesthis year, roughly a 12% YoY increase. However, next year&#39;s consensus estimates are for $610 billion, approximately a 17% YoY increase. Therefore, the company&#39;s growth will probably increase once the coronavirus hangover effect wears off. Moreover, 2024 consensus revenue estimates are for about $717 billion, roughly a 17.5% YoY increase from 2023&#39;s consensus figures.</p><p><b>EPS Probabilities</b></p><p><img src=\"https://static.tigerbbs.com/6f7837602e50fa5b461556a880a5a618\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon should deliver about $2.50 in EPS in 2023, but consensus analysts forecast approximately $5 in 2024. Therefore, we could see Amazon become increasingly profitable in the coming years, and the company&#39;s stock is trading at only about 20 times 2024 EPS estimates now. This valuation is remarkably cheap for a leading growth company like Amazon.</p><h2>Is Amazon Recession Proof?</h2><p>I know there&#39;s much talk about a recession lately, which is one reason why Amazon&#39;s stock is down by so much from last year&#39;s highs. However, even if the economy falls into a mild recession, people still need to shop, and there&#39;s no better place to do it than Amazon. Moreover, with surging gas prices, more people may shop online to save money and time. Therefore, even in a slowdown, Amazon should weather the storm relatively well, and we should not see significant revenue or EPS declines from the e-commerce giant. Additionally, once the economy is ready to come out of the downturn, Amazon may be one of the top stocks to benefit from the increases in consumer spending, sentiment, and confidence. Therefore, I want to own this stock. I recently reentered Amazon and may increase my position as we advance.</p><p><b>Here&#39;s what Amazon&#39;s financials could look like as we advance:</b></p><table><tbody><tr><td><b>Year</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td></tr><tr><td>Revenue Bs</td><td>$520</td><td>$610</td><td>$717</td><td>$839</td><td>$973</td><td>$1,120</td></tr><tr><td>Revenue growth</td><td>17%</td><td>17.5%</td><td>17%</td><td>16%</td><td>15%</td><td>14%</td></tr><tr><td>EPS</td><td>$0.76</td><td>$2.50</td><td>$5</td><td>$6.50</td><td>$8</td><td>$10</td></tr><tr><td>Forward P/E ratio</td><td>40</td><td>40</td><td>40</td><td>40</td><td>40</td><td>40</td></tr><tr><td>Price</td><td>$100</td><td>$200</td><td>$260</td><td>$320</td><td>$400</td><td>$500</td></tr></tbody></table><h2>Risks To Amazon</h2><p>While I&#39;m bullish on Amazon in the intermediate and long term, risks exist. There&#39;s some risk of increased competition, where other companies could take more market share from the e-commerce giant. There is also the risk of growth being slower than other analysts and I anticipate. The recession is likely approaching, and there is the risk of more downside pressure on the stock. Also, Amazon may not become as profitable as estimated, and it may take the company longer to achieve significant ($10 or higher) EPS. Therefore, there&#39;s a risk of Amazon&#39;s stock not reaching my price targets as quickly as estimated. Investors should weigh these and other risks carefully before investing in Amazon.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Finally Cheap Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Finally Cheap Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-19 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519022-amazon-is-finally-cheap-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon has been pummeled during the bear market, declining by nearly 50%.At about 1.6 times forward sales and 40 times forward EPS estimates, Amazon is finally cheap again.Amazon may be more \"...</p>\n\n<a href=\"https://seekingalpha.com/article/4519022-amazon-is-finally-cheap-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4519022-amazon-is-finally-cheap-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1191198317","content_text":"Amazon has been pummeled during the bear market, declining by nearly 50%.At about 1.6 times forward sales and 40 times forward EPS estimates, Amazon is finally cheap again.Amazon may be more \"recession proof\" than many think, and its growth story is far from over.I recently reentered Amazon and may increase my position as we advance.Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.Learn More »It's been a difficult year for Amazon (NASDAQ:AMZN), and the stock's price action illustrates the challenging environment, down by nearly 40% YTD. Growth concerns, recession fears, disappointing earnings, and other elements have worsened sentiment surrounding Amazon, causing many investors to fleethe stock. However, despite the recent difficulties, growth slowdown, and the \"coronavirus hangover effect,\" Amazon remains the dominant market-leading e-commerce stock to own moving forward. Threats of increased competition are exaggerated, and the company should perform well during a downturn. Additionally, the company's growth story is far from over, and we should see Amazon becoming increasingly profitable. The company's stock is inexpensive, and shares should benefit from the recent split. Amazon is a buy now, and the company's stock should move considerably higher in the coming years.The Coronavirus Hangover EffectAmazon is the ultimate name in e-commerce. Last year, the company accounted for approximately57% of all e-commercesales in the U.S. Also, Amazon saw a remarkable surge in revenues during the coronavirus crisis. The company's revenues skyrocketed by67.5% in two years, from 2019 to 2021. This surge in sales was partly because many consumers shopped from home instead of brick and mortar establishments during the pandemic. However, now that the coronavirus dynamic is much less restrictive, many shoppers are returning to their offline shopping habits.This year's consensus revenue estimates are for$525 billion, implying that Amazon's sales growth will be around 12% YoY. While this figure may appear \"slow\" relative to prior years, we should consider the hangover effect associated with the coronavirus. Amazon cannot increase revenues by 30% or more annually, especially when millions of shoppers are increasing their visits to malls and other brick-and-mortar establishments. Nevertheless, Amazon is still about to increase revenues by approximately$55 billionYoY. The company's sales growth is a phenomenal achievement, considering the environment. Moreover, Amazon's revenues should come in at about 88% above 2019 levels, yet its stock now trades only around Amazon's 2018 and 2019 highs.AMZN Stock - A Technical ImageAmazon was down by about 47% from its highs last year. We also see that the stock is down to around $100. Remarkably, AMZN is back down to levels we saw in 2019 and as far back as 2018. However, in 2019 Amazon'sEPS came in at $0.93, and next year's EPS estimates are for approximately $2.50. Moreover, 2019 revenues were $280 billion, and next year's revenues should come in at around$610 billion(consensus estimates). Therefore, we're looking at a stock that was trading at approximately 100 times forward EPS estimates and 3.6 times forward sales around the highs in 2018 and is only trading at about 40 times forward EPS estimates and 1.64 times forward sales now. Yes, Amazon is finally cheap, the downside is probably limited here, and there's potential for much more upside in the coming years.Amazon Is Becoming Increasingly ProfitableFirst, I would like to point out that Amazon's growth story is far from over. Amazon is the dominant e-commerce giant in America and has significant operations in several key international markets. The companyhas dedicated operationsin the U.S., U.K., Canada, Mexico, India, France, Germany, Italy, Spain, China, Japan, and Australia. Also, those saying that Walmart (WMT) or someone else will take market share from Amazon or beat the company at its own game may be mistaken.Amazon vs. WalmartAMZN vs. WMT (Pymnts.com)We see that Amazon dominates e-commerce sales in the U.S. and may achieve similar success in other countries. While Walmart has had some success in recent years, its market share is limited relative to Amazon's advantage.Revenue EstimatesRevenue estimates (SeekingAlpha.com)We discussed that Amazon would likely deliver around$520 billion in revenuesthis year, roughly a 12% YoY increase. However, next year's consensus estimates are for $610 billion, approximately a 17% YoY increase. Therefore, the company's growth will probably increase once the coronavirus hangover effect wears off. Moreover, 2024 consensus revenue estimates are for about $717 billion, roughly a 17.5% YoY increase from 2023's consensus figures.EPS ProbabilitiesAmazon should deliver about $2.50 in EPS in 2023, but consensus analysts forecast approximately $5 in 2024. Therefore, we could see Amazon become increasingly profitable in the coming years, and the company's stock is trading at only about 20 times 2024 EPS estimates now. This valuation is remarkably cheap for a leading growth company like Amazon.Is Amazon Recession Proof?I know there's much talk about a recession lately, which is one reason why Amazon's stock is down by so much from last year's highs. However, even if the economy falls into a mild recession, people still need to shop, and there's no better place to do it than Amazon. Moreover, with surging gas prices, more people may shop online to save money and time. Therefore, even in a slowdown, Amazon should weather the storm relatively well, and we should not see significant revenue or EPS declines from the e-commerce giant. Additionally, once the economy is ready to come out of the downturn, Amazon may be one of the top stocks to benefit from the increases in consumer spending, sentiment, and confidence. Therefore, I want to own this stock. I recently reentered Amazon and may increase my position as we advance.Here's what Amazon's financials could look like as we advance:Year202220232024202520262027Revenue Bs$520$610$717$839$973$1,120Revenue growth17%17.5%17%16%15%14%EPS$0.76$2.50$5$6.50$8$10Forward P/E ratio404040404040Price$100$200$260$320$400$500Risks To AmazonWhile I'm bullish on Amazon in the intermediate and long term, risks exist. There's some risk of increased competition, where other companies could take more market share from the e-commerce giant. There is also the risk of growth being slower than other analysts and I anticipate. The recession is likely approaching, and there is the risk of more downside pressure on the stock. Also, Amazon may not become as profitable as estimated, and it may take the company longer to achieve significant ($10 or higher) EPS. Therefore, there's a risk of Amazon's stock not reaching my price targets as quickly as estimated. Investors should weigh these and other risks carefully before investing in Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026029966,"gmtCreate":1653300943055,"gmtModify":1676535256095,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026029966","repostId":"1145714600","repostType":4,"repost":{"id":"1145714600","pubTimestamp":1653288175,"share":"https://ttm.financial/m/news/1145714600?lang=&edition=fundamental","pubTime":"2022-05-23 14:42","market":"sg","language":"en","title":"Brokers’ Take: DBS Starts Coverage on Civmec With ‘Buy’, S$0.88 Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1145714600","media":"The Business Times","summary":"AUSTRALIA’S strong economic outlook as well as opportunities in new economy sectors present signific","content":"<html><head></head><body><p>AUSTRALIA’S strong economic outlook as well as opportunities in new economy sectors present significant potential upside to Civmec’s share price going forward, according to DBS Group Research.</p><p>The research house has initiated coverage on the dual-listed stock at “buy” with a S$0.88 price target, which represents a 36 percent upside to the last closing price of S$0.65 as at May 20 on the Singapore Exchange (SGX).</p><p>In a report on Monday (May 23), DBS noted that the construction and engineering services provider was trading at a discount relative to its peers – which is unwarranted, in the research house’s view, given the company’s comparatively higher earnings growth and margins.</p><p>“We note that some of Civmec’s peers have higher dividend yields, which could explain why the group is not trading at higher forward price-to-earnings ratios despite its stronger fundamentals,” said its analysts.</p><p>In their view, the Australia-based company’s robust order book of about A$1.07 billion (S$1.04 billion) as at March 2022 will drive steady earnings for FY2022 and FY2023, and beyond – and is set to grow even further in tandem with rising industry capital expenditure, or capex.</p><p>Through its diversification into sectors such as infrastructure and defence, the group’s exposure to government public spending will also ensure order book growth even during economic downturns when public spending typically kicks in, observed the analysts.</p><p>“We believe Civmec’s strategic proximity, fabrication expertise and vertically integrated capabilities position it as a potential beneficiary of its customers’ growing capex,” they added.</p><p>Its maintenance and capital works segment is further expected to contribute greater recurring income to the group’s earnings in the medium term, as its management targets to grow the segment’s revenue contribution from 25 percent currently, to 40 percent in the next couple of years.</p><p>Highlighting Australia as home to an increasing number of lithium and hydrogen energy projects, DBS also sees Civmec as a potential beneficiary of such new economy segments, which will serve as additional levers of growth for the company.</p><p>“Given Civmec’s established relationships with notable energy players, we believe the group is well positioned to tap into such opportunities.”</p><p>As at 11.43 am on Monday, the counter was trading S$0.01 or 1.6 percent higher at S$0.66 on the SGX mainboard.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Brokers’ Take: DBS Starts Coverage on Civmec With ‘Buy’, S$0.88 Target</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\">\nBrokers’ Take: DBS Starts Coverage on Civmec With ‘Buy’, S$0.88 Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-23 14:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/brokers-take-dbs-starts-coverage-on-civmec-with-buy-s088-target><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AUSTRALIA’S strong economic outlook as well as opportunities in new economy sectors present significant potential upside to Civmec’s share price going forward, according to DBS Group Research.The ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/brokers-take-dbs-starts-coverage-on-civmec-with-buy-s088-target\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股","P9D.SI":"CIVMEC公司"},"source_url":"https://www.businesstimes.com.sg/companies-markets/brokers-take-dbs-starts-coverage-on-civmec-with-buy-s088-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145714600","content_text":"AUSTRALIA’S strong economic outlook as well as opportunities in new economy sectors present significant potential upside to Civmec’s share price going forward, according to DBS Group Research.The research house has initiated coverage on the dual-listed stock at “buy” with a S$0.88 price target, which represents a 36 percent upside to the last closing price of S$0.65 as at May 20 on the Singapore Exchange (SGX).In a report on Monday (May 23), DBS noted that the construction and engineering services provider was trading at a discount relative to its peers – which is unwarranted, in the research house’s view, given the company’s comparatively higher earnings growth and margins.“We note that some of Civmec’s peers have higher dividend yields, which could explain why the group is not trading at higher forward price-to-earnings ratios despite its stronger fundamentals,” said its analysts.In their view, the Australia-based company’s robust order book of about A$1.07 billion (S$1.04 billion) as at March 2022 will drive steady earnings for FY2022 and FY2023, and beyond – and is set to grow even further in tandem with rising industry capital expenditure, or capex.Through its diversification into sectors such as infrastructure and defence, the group’s exposure to government public spending will also ensure order book growth even during economic downturns when public spending typically kicks in, observed the analysts.“We believe Civmec’s strategic proximity, fabrication expertise and vertically integrated capabilities position it as a potential beneficiary of its customers’ growing capex,” they added.Its maintenance and capital works segment is further expected to contribute greater recurring income to the group’s earnings in the medium term, as its management targets to grow the segment’s revenue contribution from 25 percent currently, to 40 percent in the next couple of years.Highlighting Australia as home to an increasing number of lithium and hydrogen energy projects, DBS also sees Civmec as a potential beneficiary of such new economy segments, which will serve as additional levers of growth for the company.“Given Civmec’s established relationships with notable energy players, we believe the group is well positioned to tap into such opportunities.”As at 11.43 am on Monday, the counter was trading S$0.01 or 1.6 percent higher at S$0.66 on the SGX mainboard.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023798988,"gmtCreate":1652959725244,"gmtModify":1676535196458,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Sadly","listText":"Sadly","text":"Sadly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023798988","repostId":"9023460267","repostType":1,"repost":{"id":9023460267,"gmtCreate":1652948452946,"gmtModify":1676535194608,"author":{"id":"3479274699989262","authorId":"3479274699989262","name":"1moredrink","avatar":"https://static.tigerbbs.com/ccb460a4433acf323c92fa8450c70dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274699989262","authorIdStr":"3479274699989262"},"themes":[],"title":"Sea Limited Stock: Could Be Stuck Here For A While","htmlText":"Investment decision Thesis Sea Restricted (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its greater than predicted effects. Sea claimed earnings and EPS ahead of consensus estimates in Q1. Even so, the firm also tempered investors’ expectations in its e-commercearm, Shopee, as it widened its assistance selection. Notably, the corporation sees potential headwinds emanating from better inflation, macro dangers, and the reopening of the Southeast Asian economies. Our evaluation of the consensus estimates indicates that they have been revised downwards thanks to the lackluster performances from its US e-commerce friends recently. We assume the beat was reassuring. But, Sea Constrained is charting a new (slower advancement) section that could be tough to execute,","listText":"Investment decision Thesis Sea Restricted (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its greater than predicted effects. Sea claimed earnings and EPS ahead of consensus estimates in Q1. Even so, the firm also tempered investors’ expectations in its e-commercearm, Shopee, as it widened its assistance selection. Notably, the corporation sees potential headwinds emanating from better inflation, macro dangers, and the reopening of the Southeast Asian economies. Our evaluation of the consensus estimates indicates that they have been revised downwards thanks to the lackluster performances from its US e-commerce friends recently. We assume the beat was reassuring. But, Sea Constrained is charting a new (slower advancement) section that could be tough to execute,","text":"Investment decision Thesis Sea Restricted (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its greater than predicted effects. Sea claimed earnings and EPS ahead of consensus estimates in Q1. Even so, the firm also tempered investors’ expectations in its e-commercearm, Shopee, as it widened its assistance selection. Notably, the corporation sees potential headwinds emanating from better inflation, macro dangers, and the reopening of the Southeast Asian economies. Our evaluation of the consensus estimates indicates that they have been revised downwards thanks to the lackluster performances from its US e-commerce friends recently. We assume the beat was reassuring. But, Sea Constrained is charting a new (slower advancement) section that could be tough to execute,","images":[{"img":"https://community-static.tradeup.com/news/f8b6126ec41787241accfb794f54ccc8","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/68e160bab52e333ab5bd2c9e405e6e1e","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/a63c23ec808375677775cd285af8ccd1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023460267","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023920373,"gmtCreate":1652850878692,"gmtModify":1676535175061,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"With more flights and opening up of borders, likely to see an uptrend","listText":"With more flights and opening up of borders, likely to see an uptrend","text":"With more flights and opening up of borders, likely to see an uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023920373","repostId":"9023965890","repostType":1,"repost":{"id":9023965890,"gmtCreate":1652850513710,"gmtModify":1676535175000,"author":{"id":"3571134598140592","authorId":"3571134598140592","name":"DaddyBili","avatar":"https://community-static.tradeup.com/news/7473fb92a37534d1fd8b9979bb1800f4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571134598140592","authorIdStr":"3571134598140592"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>what I said last week and&nbsp;in the morning? It's just going to get better and better. Especially for SIA. It's probably most safe thing to invest now. CFD at $4.7 and just Holding it till $7 end of the year. Not forgetting SRS account too.&nbsp;","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>what I said last week and&nbsp;in the morning? It's just going to get better and better. Especially for SIA. It's probably most safe thing to invest now. CFD at $4.7 and just Holding it till $7 end of the year. Not forgetting SRS account too.&nbsp;","text":"$新加坡航空公司(C6L.SI)$what I said last week and in the morning? It's just going to get better and better. Especially for SIA. It's probably most safe thing to invest now. CFD at $4.7 and just Holding it till $7 end of the year. Not forgetting SRS account too.","images":[{"img":"https://community-static.tradeup.com/news/9ca057ee811c6acf86d5447529382c95","width":"1125","height":"1856"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023965890","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062741909,"gmtCreate":1652111491701,"gmtModify":1676535032099,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Good analysis&nbsp;","listText":"Good analysis&nbsp;","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062741909","repostId":"9062129534","repostType":1,"repost":{"id":9062129534,"gmtCreate":1652025846928,"gmtModify":1676535015575,"author":{"id":"3568367118998895","authorId":"3568367118998895","name":"Vixenvixen","avatar":"https://static.tigerbbs.com/60f88efb788302b568c3e5f4bfedc927","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568367118998895","authorIdStr":"3568367118998895"},"themes":[],"htmlText":"$Palantir Technologies Inc.(PLTR)$ is coming up. I believe this post will receive mixed reactions. Regardless, we are all entitled to our own opinions. I have seen and read both bulls and bears on $PLTR. Some make sense, some don't, some are just back and forth arguements (illogical squabbling). I have never liked hype stocks. However, I do like $Palantir Technologies Inc.(PLTR)$ . Definitely not because of Cathie Wood. In fact, when Cathie Wood dumps stocks that are on my watchlist, I get really happy. Vice-versa.$Palantir Technologies Inc.(PLTR)$ earnings may or may not beat expectations. I believe most know, PRIOR, Palantir geared towards government for her revenue. (Government Revenue fell more than 60% from Q1 2021 to Q4 2021).Palantir has been gearing towards commercial growth for qu","listText":"$Palantir Technologies Inc.(PLTR)$ is coming up. I believe this post will receive mixed reactions. Regardless, we are all entitled to our own opinions. I have seen and read both bulls and bears on $PLTR. Some make sense, some don't, some are just back and forth arguements (illogical squabbling). I have never liked hype stocks. However, I do like $Palantir Technologies Inc.(PLTR)$ . Definitely not because of Cathie Wood. In fact, when Cathie Wood dumps stocks that are on my watchlist, I get really happy. Vice-versa.$Palantir Technologies Inc.(PLTR)$ earnings may or may not beat expectations. I believe most know, PRIOR, Palantir geared towards government for her revenue. (Government Revenue fell more than 60% from Q1 2021 to Q4 2021).Palantir has been gearing towards commercial growth for qu","text":"$Palantir Technologies Inc.(PLTR)$ is coming up. I believe this post will receive mixed reactions. Regardless, we are all entitled to our own opinions. I have seen and read both bulls and bears on $PLTR. Some make sense, some don't, some are just back and forth arguements (illogical squabbling). I have never liked hype stocks. However, I do like $Palantir Technologies Inc.(PLTR)$ . Definitely not because of Cathie Wood. In fact, when Cathie Wood dumps stocks that are on my watchlist, I get really happy. Vice-versa.$Palantir Technologies Inc.(PLTR)$ earnings may or may not beat expectations. I believe most know, PRIOR, Palantir geared towards government for her revenue. (Government Revenue fell more than 60% from Q1 2021 to Q4 2021).Palantir has been gearing towards commercial growth for qu","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062129534","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061383122,"gmtCreate":1651567767797,"gmtModify":1676534928447,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Good buys","listText":"Good buys","text":"Good buys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061383122","repostId":"9061380163","repostType":1,"repost":{"id":9061380163,"gmtCreate":1651567156865,"gmtModify":1676534928401,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WBC.AU\">$WESTPAC BANKING CORPORATION(WBC.AU)$</a>&nbsp;is the most undervalued of the Big 4 Australian Banks.&nbsp; It is also the 2nd largest and oldest bank in Australia.The Reserve Bank of Australia has just increased its interest rate by 25 BP today, the first in a decade to curb high inflation.&nbsp; This will benefit the banks as their Net Interest Margin will increase.&nbsp;<a href=\"https://ttm.financial/S/WBC.AU\">$WESTPAC BANKING CORPORATION(WBC.AU)$</a>&nbsp;also has&nbsp;a wide moat as it is not easy to switch banks.&nbsp; It is profitable and very stable.&nbsp; Best of all it also pays steady dividends year after year, making it a great investment for passive income.&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>","listText":"<a href=\"https://ttm.financial/S/WBC.AU\">$WESTPAC BANKING CORPORATION(WBC.AU)$</a>&nbsp;is the most undervalued of the Big 4 Australian Banks.&nbsp; It is also the 2nd largest and oldest bank in Australia.The Reserve Bank of Australia has just increased its interest rate by 25 BP today, the first in a decade to curb high inflation.&nbsp; This will benefit the banks as their Net Interest Margin will increase.&nbsp;<a href=\"https://ttm.financial/S/WBC.AU\">$WESTPAC BANKING CORPORATION(WBC.AU)$</a>&nbsp;also has&nbsp;a wide moat as it is not easy to switch banks.&nbsp; It is profitable and very stable.&nbsp; Best of all it also pays steady dividends year after year, making it a great investment for passive income.&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>","text":"$WESTPAC BANKING CORPORATION(WBC.AU)$ is the most undervalued of the Big 4 Australian Banks. It is also the 2nd largest and oldest bank in Australia.The Reserve Bank of Australia has just increased its interest rate by 25 BP today, the first in a decade to curb high inflation. This will benefit the banks as their Net Interest Margin will increase. $WESTPAC BANKING CORPORATION(WBC.AU)$ also has a wide moat as it is not easy to switch banks. It is profitable and very stable. Best of all it also pays steady dividends year after year, making it a great investment for passive income. @Daily_Discussion","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061380163","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061383361,"gmtCreate":1651567722848,"gmtModify":1676534928432,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Lost a lot too","listText":"Lost a lot too","text":"Lost a lot too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061383361","repostId":"9061311543","repostType":1,"repost":{"id":9061311543,"gmtCreate":1651566153823,"gmtModify":1676534928246,"author":{"id":"3571023352127879","authorId":"3571023352127879","name":"HengOngHuat1","avatar":"https://community-static.tradeup.com/news/177af729da45ee828c95c80501c05a7e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571023352127879","authorIdStr":"3571023352127879"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>haiz...[Spurting]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;[Anger]&nbsp;[Anger]&nbsp;[Anger]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>haiz...[Spurting]&nbsp;[Spurting]&nbsp;[Spurting]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;[Anger]&nbsp;[Anger]&nbsp;[Anger]&nbsp;","text":"$Tiger Brokers(TIGR)$haiz...[Spurting] [Spurting] [Spurting] [Facepalm] [Facepalm] [Facepalm] [LOL] [LOL] [LOL] [Anger] [Anger] [Anger]","images":[{"img":"https://community-static.tradeup.com/news/7f37893b2f930d32c8798b3471d52263","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061311543","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061333875,"gmtCreate":1651563828907,"gmtModify":1676534927963,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Good read. High risk but also high returns&nbsp;","listText":"Good read. High risk but also high returns&nbsp;","text":"Good read. High risk but also high returns","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061333875","repostId":"2232742796","repostType":4,"repost":{"id":"2232742796","pubTimestamp":1651547153,"share":"https://ttm.financial/m/news/2232742796?lang=&edition=fundamental","pubTime":"2022-05-03 11:05","market":"us","language":"en","title":"Alibaba Group: Munger Position Halved, How About Yours?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232742796","media":"seekingalpha","summary":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.</li><li>He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal&#39;s 13F.</li><li>To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.</li><li>This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.</li><li>BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f665544ee7146e737beb7abd9b9596c\" tg-width=\"750\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Eric Francis/Getty Images News</span></p><p><b>Thesis</b></p><p>Many investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.</p><p>This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.</p><p>You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9660e48240f12c06602d9d01717c9f9a\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"/><span>Source: dataroma.com</span></p><p><b>Munger and BABA</b></p><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9aab2ae2ddd5b74d6ef33ed6ea3682\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"/><span>Yahoo Finance and Author</span></p><p><b>BABA’s core business remains intact</b></p><p>Firstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA&#39;s existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.</p><p>Under the above background, now let&#39;s look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e09f58f155de8d774911dedd2de0f281\" tg-width=\"640\" tg-height=\"338\" width=\"100%\" height=\"auto\"/><span>BABA Earnings report</span></p><p>Looking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.</p><p><b>BABA’s other high-growth opportunities</b></p><p>Besides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.</p><p>Its cloud segment is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3115a0e3831d1e821d9bf124fb342f5\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>BABA earnings report</span></p><p><b>Valuation too cheap to ignore</b></p><p>Munger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.</p><p>At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e840aa8a60cc3895b5046c5d64b48e23\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Conclusions and risks</b></p><p>This article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,</p><ul><li>My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.</li><li>Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.</li></ul><p>Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.</p><ul><li>First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.</li><li>Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.</li><li>Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.</li><li>Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Group: Munger Position Halved, How About Yours?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Group: Munger Position Halved, How About Yours?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then ...</p>\n\n<a href=\"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232742796","content_text":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal's 13F.To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.Eric Francis/Getty Images NewsThesisMany investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.Source: dataroma.comMunger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.Yahoo Finance and AuthorBABA’s core business remains intactFirstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA's existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.Under the above background, now let's look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.BABA Earnings reportLooking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.BABA’s other high-growth opportunitiesBesides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.Its cloud segment is one of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.BABA earnings reportValuation too cheap to ignoreMunger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.Seeking AlphaConclusions and risksThis article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063564905,"gmtCreate":1651496252192,"gmtModify":1676534915903,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Lost a lot on this...","listText":"Lost a lot on this...","text":"Lost a lot on this...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063564905","repostId":"2231291848","repostType":4,"repost":{"id":"2231291848","pubTimestamp":1651459748,"share":"https://ttm.financial/m/news/2231291848?lang=&edition=fundamental","pubTime":"2022-05-02 10:49","market":"us","language":"en","title":"Can Novavax Rebuild Investor Confidence? Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=2231291848","media":"TipRanks","summary":"Pandemic tailwinds have been spirited away on the wind of change. Companies which thrived as Covid-1","content":"<div>\n<p>Pandemic tailwinds have been spirited away on the wind of change. Companies which thrived as Covid-19 concerns trumped any other global developments are now feeling the effect of its waning influence....</p>\n\n<a href=\"https://www.tipranks.com/news/article/can-novavax-rebuild-investor-confidence-with-a-strong-q1-showing-analyst-weighs-in/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Novavax Rebuild Investor Confidence? Analyst Weighs In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Novavax Rebuild Investor Confidence? Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/can-novavax-rebuild-investor-confidence-with-a-strong-q1-showing-analyst-weighs-in/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pandemic tailwinds have been spirited away on the wind of change. Companies which thrived as Covid-19 concerns trumped any other global developments are now feeling the effect of its waning influence....</p>\n\n<a href=\"https://www.tipranks.com/news/article/can-novavax-rebuild-investor-confidence-with-a-strong-q1-showing-analyst-weighs-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.tipranks.com/news/article/can-novavax-rebuild-investor-confidence-with-a-strong-q1-showing-analyst-weighs-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231291848","content_text":"Pandemic tailwinds have been spirited away on the wind of change. Companies which thrived as Covid-19 concerns trumped any other global developments are now feeling the effect of its waning influence.This has been evident from the performance of ecommerce stocks, streamers and all manner of WFH names. Of course, coronavirus stocks - that segment which came into being as the pandemic took hold – are feeling the effect too.With the pandemic now on the backfoot in many parts of the world, the demand for Covid vaccines is dropping, a fact noted by B. Riley’s Mayank Mamtani.“The imbalance to supply & demand for these products has become particularly alarming, as already evidenced by JNJ 1Q earnings' guidance and anticipated 1Q earnings' commentary from AZN, BNTX/PFE, MRNA, REGN,” Mamtani explained.But more so than any of those companies, one of the pandemic era’s biggest stars has suffered the most from the shift in sentiment.Novavax (NVAX) shares are down 81% over the past 12 months, as the Maryland-based vaccine maker still hasn’t managed to get its Covid-19 across the finish line in the U.S. The company has yet to receive emergency use authorization (EUA) for its protein-adjuvanted shot.However, interestingly, while investors have evidently become impatient around the slow regulatory progress, as many developed nations ready for the transition to a post-pandemic world, Mamtani thinks Novavax remains “relatively the most protected from the generally bearish investor sentiment brewing for C-19 vaccine & therapeutics' peers.”But that could be dependent on how the anticipated ~mid-May Q1 print turns out. To get investors back on side, Mamtani expects Novavax to “reassure investors on the near-term and long-term strength of its recently established global vaccine biz.”By reiterating the FY22 revenue guidance of $4-5 billion, the company could take the first step in rebuilding investor confidence, with its adjuvanted protein-based platform “continuing to serve as a source of delivering diversified, multi-product portfolio for COVID, flu, malaria, and RSV.”That said, given the demand uncertainty, Mamtani has slashed his price target from $250 to $203. No need to get too forlorn – there’s still upside of 350% from current levels. Mamtani’s rating stays a Buy.The Street’s average target also offers plenty of returns; at $169.4, the figure represents potential one-year upside of ~276%. Overall, the analyst consensus rates this stock a Moderate Buy, based on 5 Buys vs. 2 Holds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085978322,"gmtCreate":1650638991048,"gmtModify":1676534768904,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Time to move in?","listText":"Time to move in?","text":"Time to move in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085978322","repostId":"1159065078","repostType":4,"repost":{"id":"1159065078","pubTimestamp":1650637953,"share":"https://ttm.financial/m/news/1159065078?lang=&edition=fundamental","pubTime":"2022-04-22 22:32","market":"us","language":"en","title":"Is NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1159065078","media":"InvestorPlace","summary":"Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidi","content":"<html><head></head><body><p><b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements from Federal Reserve Chair Jerome Powell and an increase in Treasury yields.</p><p>So what else do you need to know?</p><p>Yesterday afternoon, Powell said that the central bank would consider increasing its key interest rate by 50 basis points, or 0.5 percentage points, at its next meeting. The Fed will convene on May 3 and May 4.</p><p>Typically the Fed only raises its short-term benchmark rate by 25 basis points at a time. Nevertheless, in recent weeks, a number of Fed members have indicated that a 50-basis-point hike in May could be warranted.</p><p>Following Powell’s comments, Treasury yields climbed. Today the increase continued, with the yield on 10-year Treasurysreaching its highest levelsince the end of 2018. Higher Treasury rates make the potential, longer-term gains of tech stocks less enticing.</p><p>3 Analysts Weigh In on NVDA Stock</p><p>In separate notes to investors, three analysts recently discussed the outlook of NVDA stock with this backdrop in mind. Stating that “Nvidia remains on track to hit supply/demand equilibrium in the second half of 2022,” Piper Sandler analyst Harsh Kumar expects the company to buy back a significant amount of its shares, according to<i>The Fly</i>. Kumar maintained a $350 price target and a “buy” rating on the shares.</p><p>Taking a more bearish view was Deutsche Bank’s Ross Seymore. Although the demand for semiconductors is likely to remain strong, investors will probably continue to be worried about a “cyclical slowdown/correction,” the analyst stated. He trimmed his price target to $255 from $285 and kept a “hold” rating on the chipmaker.</p><p>And finally, on April 13, New Street analyst Pierre Ferraguchanged his rating onNVDA stock to “buy” from “neutral.” The analyst expects the company to benefit from strong demand for its chips by the “gaming, visualization, and data center” sectors. Given the recent decline in NVDA stock, Ferragu thinks that the shares may already reflect a reduction in the company’s revenue from cryptocurrency miners. He raised his price target on the name to $280 from $250.</p><p>Analysts’ average rating on NVDA stock is “strong buy,” while their mean price target on the name is $339.19, according to <i>TipRanks</i>.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices</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\">\nIs NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements ...</p>\n\n<a href=\"https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/\">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"},"source_url":"https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159065078","content_text":"Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements from Federal Reserve Chair Jerome Powell and an increase in Treasury yields.So what else do you need to know?Yesterday afternoon, Powell said that the central bank would consider increasing its key interest rate by 50 basis points, or 0.5 percentage points, at its next meeting. The Fed will convene on May 3 and May 4.Typically the Fed only raises its short-term benchmark rate by 25 basis points at a time. Nevertheless, in recent weeks, a number of Fed members have indicated that a 50-basis-point hike in May could be warranted.Following Powell’s comments, Treasury yields climbed. Today the increase continued, with the yield on 10-year Treasurysreaching its highest levelsince the end of 2018. Higher Treasury rates make the potential, longer-term gains of tech stocks less enticing.3 Analysts Weigh In on NVDA StockIn separate notes to investors, three analysts recently discussed the outlook of NVDA stock with this backdrop in mind. Stating that “Nvidia remains on track to hit supply/demand equilibrium in the second half of 2022,” Piper Sandler analyst Harsh Kumar expects the company to buy back a significant amount of its shares, according toThe Fly. Kumar maintained a $350 price target and a “buy” rating on the shares.Taking a more bearish view was Deutsche Bank’s Ross Seymore. Although the demand for semiconductors is likely to remain strong, investors will probably continue to be worried about a “cyclical slowdown/correction,” the analyst stated. He trimmed his price target to $255 from $285 and kept a “hold” rating on the chipmaker.And finally, on April 13, New Street analyst Pierre Ferraguchanged his rating onNVDA stock to “buy” from “neutral.” The analyst expects the company to benefit from strong demand for its chips by the “gaming, visualization, and data center” sectors. Given the recent decline in NVDA stock, Ferragu thinks that the shares may already reflect a reduction in the company’s revenue from cryptocurrency miners. He raised his price target on the name to $280 from $250.Analysts’ average rating on NVDA stock is “strong buy,” while their mean price target on the name is $339.19, according to TipRanks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086698642,"gmtCreate":1650444281096,"gmtModify":1676534725508,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Great article&nbsp;","listText":"Great article&nbsp;","text":"Great article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086698642","repostId":"9086691094","repostType":1,"repost":{"id":9086691094,"gmtCreate":1650443997543,"gmtModify":1676534725485,"author":{"id":"3527667628464496","authorId":"3527667628464496","name":"Tiger_Newspress","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667628464496","authorIdStr":"3527667628464496"},"themes":[],"title":"Sono Group Tumbled Nearly 9% in Premarket Trading after Surging 65.22% on Tuesday","htmlText":"Sono Group tumbled nearly 9% in premarket trading after surging 65.22% on Tuesday.Sono said it delivered several products to B2B customers and generated first revenue. For the full year of 2021, the company said it had revenue of EUR16,000, the equivalent of $17,250. Between 2021 and the first quarter of this year, Sono Solar B2B partner arrangements rose to 17 from two, the company said. Sono also said it had more than 17,000 reservations for the Sono solar electric vehicle.","listText":"Sono Group tumbled nearly 9% in premarket trading after surging 65.22% on Tuesday.Sono said it delivered several products to B2B customers and generated first revenue. For the full year of 2021, the company said it had revenue of EUR16,000, the equivalent of $17,250. Between 2021 and the first quarter of this year, Sono Solar B2B partner arrangements rose to 17 from two, the company said. Sono also said it had more than 17,000 reservations for the Sono solar electric vehicle.","text":"Sono Group tumbled nearly 9% in premarket trading after surging 65.22% on Tuesday.Sono said it delivered several products to B2B customers and generated first revenue. For the full year of 2021, the company said it had revenue of EUR16,000, the equivalent of $17,250. Between 2021 and the first quarter of this year, Sono Solar B2B partner arrangements rose to 17 from two, the company said. Sono also said it had more than 17,000 reservations for the Sono solar electric vehicle.","images":[{"img":"https://community-static.tradeup.com/news/a8bfc89a8ef46e4a70f48fce08ddcdf5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086691094","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080459723,"gmtCreate":1649908516165,"gmtModify":1676534605001,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"High risk high returns for those with the deep pockets","listText":"High risk high returns for those with the deep pockets","text":"High risk high returns for those with the deep pockets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080459723","repostId":"2227610161","repostType":4,"repost":{"id":"2227610161","pubTimestamp":1649904118,"share":"https://ttm.financial/m/news/2227610161?lang=&edition=fundamental","pubTime":"2022-04-14 10:41","market":"us","language":"en","title":"Alibaba Group: Unjustifiably Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=2227610161","media":"seekingalpha","summary":"Investment thesisAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely bee","content":"<html><head></head><body><h2>Investment thesis</h2><p>Alibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely been news-driven and fear-driven in the past year or so. It has faced quite a few uncertainties: fines, anti-trust regulations, and so on.</p><p>Under the above background, you will see that the thesis here is really simple - the stock price has become disconnected from the business fundamentals. The stock has actually become unjustifiable cheap now according to the so-call Buffett’s 10x pretax rule. As to be detailed later, if you pay 10x pretax and bought a business that stagnates forever, you would have bought a 10% yielding bond and enjoys a 10% annualized return. And if you get a business that offers ANY growth, you will have a large chance of a double-digit return compounding for a long time.</p><p>In BABA’s case:</p><ul><li>It is currently for sale at around 7x pretax earnings when adjusted for its cash positions, and it will not stagnate forever. To the contrary, BABA stands best poised to benefit from our world’s e-commerce movement, particularly in the Asian-Pacific region, the center of the movement.</li><li>The downside is further protected by Beijing’s vows to stabilize the market and its $25B repurchase program. When Beijing announced its support pledges on Mar 16 to stabilize the market and stimulate the economy, BABA stock price rallied by almost 37% during that single day on large trading volume. Also, it just upsized the repurchase program to $25B from $15B, almost 8% of its current market cap. Such a sizable repurchase, at its current undervaluation, will be very effective and accreditive to boosting shareholder returns.</li><li>In the longer term, BABA is well poised to benefit from the world’s unstoppable shift to e-commerce. And the center of the upcoming shift will be centered in the Asia-Pacific region, where BABA is well-poised to benefit.</li></ul><p>Before we dive in, let me also make two quick clarifications:</p><ul><li>All the subsequent analyses are made based on a per ADR basis, and there are 8 ordinary shares in each BABA ADR.</li><li>All the financial data used in the rest of this article are either taken from the most recent <a href=\"https://laohu8.com/S/VALU\">Value Line</a> reports or from Seeking Alpha.</li></ul><h2>Buffett&#39;s 10x Pretax Rule</h2><p>If you&#39;re a devout Buffett cultist like this author, you must have noticed or heard that the grandmaster paid ~10x pretax earnings for many of his largest and best deals. The list is a really long <a href=\"https://laohu8.com/S/AONE.U\">one</a>, ranging from Coca-Cola (KO), American Express (AXP), Wells Fargo (WFC), Walmart (WFC), Burlington Northern, and of course the more recent AAPL purchase.</p><p>As detailed in my other earlier writings, it is not a coincidence that most of his best and largest investment success is from buying businesses at 10x pretax earnings, because:</p><blockquote><ul><li><i>Buying an average business that stagnates forever at 10x pretax would already provide a 10% pretax earnings yield, directly comparable to a 10% yield bond.</i></li><li><i>In case you get to buy an above-average business (like BABA here) at 10x pretax, then any growth would be a bonus on top of the 10% yield above, leading to a double-digit return.</i></li></ul></blockquote><p>As seen from the chart below, the market now presents BABA as such an opportunity. The following chart shows the price history of BABA and its 10x pretax earnings plus its cash position (since it has a sizable cash position). Pretax earnings are also referred to as &#34;EBT,&#34; Earnings Before Taxes, in this article.</p><p>As seen, for a business like BABA, the price should be high above 10x EBT, as it has been in the past. But during the recent market overaction, the price now is actually close to the 7x EBT as seen (again correctly for cash)!</p><p><img src=\"https://static.tigerbbs.com/1bfc77bfc14d10e64ed3130dae7ce72c\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: author based on Seeking Alpha data</p><p>So, in this case, even if BABA stagnates forever, by paying 7x pretax, the investment would already provide a 14% pretax earnings yield, directly comparable to a 14% yield bond. And to be seen next, BABA has an excellent prospect to grow also.</p><p>As also detailed in my earlier writings, a strong warning is in order here:</p><blockquote><ul><li><i>I am NOT suggesting you go out and start buying every/any stock that is below 10x EBT. As investors, we face many risks. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> of the major risks are A) quality risk or value trap, i.e., paying a bargain price for something of horrible quality, and B) valuation risk, i.e., paying too much for something of superb quality. The 10x pretax rule is mainly to avoid the type B risk AFTER the type A risk has been eliminated already.</i></li><li><i>Then how do we eliminate type A risks? I look for three things primarily. First, the business should have not an existential issue in the long run. However, in the end, this is largely a subjective judgment. Second, the business should have no existential issue in the short run either. This can be quite reliably and objectively evaluated based on the cash flow and debt coverage. And finally, the business should have a decent chance to grow its earnings in the long term (and estimate the so-call perpetual growth rate). This will be a plus. </i></li></ul></blockquote><p>So with this framework, let’s examine BABA more closely.</p><h2>BABA: does it have any existential issue?</h2><p>I really do not see any existential issue for BABA either in the short run or the long run. I will just be brief and go through my thought process here and then move on to focus on the growth perspective.</p><p>Existential issues, in the long run, are largely subjective judgments. If some of us even entertain the possibility that BABA would have trouble surviving, the root of our concern is probably the Chinese government. My judgment is that the Chinese government will not only not let BABA fall, but will also work with BABA to make sure it continues to prosper. I have traveled extensively in China and read extensively about its recent history. The current regulatory shock waves are nothing new historically. They&#39;ve happened before (even at a larger scale and with stronger intensity) and will happen again most likely. As for BABA, it&#39;s reached a status of too big to fail, and also at the same time, too good to fail. It is in the Chinese government&#39;s best interest to keep it alive and thrive - which leads me to the next point.</p><p>And I interpret the following recent developments as supporting evidence to my above view:</p><ul><li>I view the announcement back in Sept 2021, that BABA will invest RMB100 billion (about $15.5B) in the Chinese Common Prosperity fund as a key positive step. To me, this announcement shows convincingly that a path forward is being worked out for BABA - and it is a peaceful path that is nothing like what the market has feared.</li><li>Then, in 2021, Charlie Munger doubled his position twice, which also seems to support my above view. With Munger&#39;s long track record as a disciplined and long-term investor, he must have no doubt at all about the long-term staying power of BABA.</li><li>Finally, more recently, on March 16 this year, Beijing announced its support pledges to stabilize the market and stimulate the economy. BABA stock price rallied by almost 37% during that single day on large trading volumes. Furthermore, the progress made by the Chinese and U.S. on their audit dispute provides another potential catalyst. To me, it is a no brainer that both sides recognize effective and sustainable cooperation is in the best interests of the capital markets of both countries and also global investors.</li></ul><p>Short-term existential issues are a lot easier. This can be quite reliably and objectively evaluated based on the cash flow and debt coverage. And BABA certainly does not have any of these issues at all.</p><p>Just take a look at the following snapshot of its capital allocations in the recent year. The picture is really simple here: BABA earns a load of cash organically from its operations – even considering its fines, commitment to the common prosperity fund, and potential tax rate raises. And it does not need to spend much. Just take a look at its finances in recent years. It generates more than $30B of operating income per year in recent years. BABA is effective debt-free (its debt interest expenses are merely $0.5B).</p><p>BABA does not pay a dividend. And its CapEx is only about $6.4B, about 20% of its operating income. When we expand our horizon a bit wider and examine its capital allocation over the past a few years, the picture does not change that much, as shown in the next chart.</p><p><img src=\"https://static.tigerbbs.com/4a637c746ef348d145d928b0e224e6d5\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: author and Seeking Alpha.</p><h2>BABA: what is its growth potential?</h2><p>It is an unstopped trend that our world is moving toward e-commerce. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon, the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come.</p><p>As you can see from the following chart, the global e-commerce penetration has been in steady and rapid increase. The e-commerce penetration has almost doubled from its 10.5% level in 2016 to the current level of 20.2% in merely 4 years, a CAGR of nearly 19%.</p><p>However, the current e-commerce rate is still ONLY at about 20%. Meaning 80% of the commerce is still currently conducted off-line. Global retail e-commerce sales have reached $4.2 trillion in 2020. And they are projected to almost double by 2026, reaching $7.4 trillion of revenues to the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come.</p><p><img src=\"https://static.tigerbbs.com/e271c687c95ab08e5cf7556e5b89eff6\" tg-width=\"640\" tg-height=\"498\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Digital Commerce 360</p><p>And the center of the remaining movement will be in the Asia-Pacific region, where BABA is well-poised to benefit. In a nutshell, even by as early as 2023 – in about 2 years time, that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.</p><p>As shown in the next chart below, the total retail e-commerce in the Asia-Pacific region should reach $1.4 trillion US dollars by 2023. In contrast, the total retail e-commerce by the rest of the world would be about $1.3 trillion only. In relative terms, by 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world.</p><p>The secular trends driving such distribution include: (1) the dominant portion of the world population residing in the Asia-Pacific regions; (2) the rapid urbanization and technological advancements in those regions; (3) more than 85% of new middle-class growth residing in the Asian-Pacific region; and (4) lastly, the incentive from the government and also the initiatives from the private sector (such as in China and Indian) to accelerate the transition to e-commerce.</p><p><img src=\"https://static.tigerbbs.com/1486d07c6db80e8162346142a6238b00\" tg-width=\"640\" tg-height=\"564\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shopify.</p><h2>A reality check shows asymmetric return/risk profiles</h2><p>Finally, what I always like to do is a reality check as shown in the chart below. It is essentially a back of the envelope calculation to estimate what is the growth rate and valuation required to deliver a target ROI over the next few years, say, 5 or 10 years. And see if such growth rate and valuation can pass a common-sense test.</p><p>As an example to provide a tutorial to read this chart, if we require a 10% annual ROI, represented by the black horizontal line (10% annual return translates to 160% total return in 10 years because 1.1^10=260%), the growth rate will have to be about exactly 10% if the valuation ratio does not change from its current level (i.e., 7x EBT) – something we all know already. And if the valuation contracts to 5x EBT as shown by the green line, the growth rate would have to be about 13.5% to deliver the required 10% ROI.</p><p>With the above background, we can see that the current valuation easily passes the reality check. In particular, investment here enjoys a large margin of safety from several factors:</p><p>1. A large gap between market perception and fundamentals. As seen, under the current valuation, we are very likely to enjoy double-digit returns even if growth is not double-digit. To put things into perspective, BABA&#39;s recent “slowed” growth rate is still 20%+. And the secular trend can easily support a double-digit e-commerce growth in the next decade.</p><p>2. A very compressed valuation. If you pay 10x pretax and bought a business that stagnates forever, you would have bought a 10% yielding bond already. At BABA’s current 7x pretax valuation, even when growth slows all the way to 6% AND valuation further contracts (say to 5x EBT, the lowest point historically), the investment still won’t lose money.</p><p><img src=\"https://static.tigerbbs.com/a9a236fffc1bad448c896bef258eff2e\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: author.</p><h2>Risks</h2><p>First, there&#39;s always the risk that the Chinese government could confiscate foreign investments in BABA if they decide those investments under the VIE structure are illegal. This is very unlikely to me for so many reasons. </p><p>Second, the ongoing Chinese-U.S. negotiations on the audit disputes still face uncertain outcomes. I am optimistic that eventually an agreement will be reached; however, the path may be long and tortuous. However, in case it fails, there is a chance that BABA could be delisted from the US stock market. Delisting Chinese stocks has just happened recently (the DIDI case, for example). Although, even if BABA stock indeed ended up delisted, that would not necessarily lead to a total loss of capital (again, see the DIDI case as an example).</p><h2>Conclusion and final thoughts</h2><p>The recent market overreaction presents an opportunity to buy a great company that is having temporary trouble while it is still on the operating table – as Buffett and Munger have done so masterfully in the past. The thesis of this article is, therefore, really simple – companies like BABA should never be priced below 10x EBT as it is now.</p><p>The current pricing is such that BABA is valued significantly below 10x pretax earnings. And as a result,</p><ul><li>Even buying an average business that stagnates forever at such a valuation would already provide a doubt-digit return.</li><li>Yet, BABA is anything but an average business that will stagnate forever. BABA stands best poised to benefit from the world’s movement towards e-commerce and especially the Asian-Pacific momentum. To put things into perspective, BABA&#39;s recent “slowed” growth rate is still 20%+ YoY. And the global secular trend, especially in the Asian Pacific region, can easily support a double-digit e-commerce growth in the next decade.</li><li>The margin of safety is so thick here that even when growth slows all the way to 6% AND valuation further contracts to 5x EBT (the lowest level historically), the investment would still make a small profit and won’t lose money.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Group: Unjustifiably Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Group: Unjustifiably Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501278-alibaba-group-unjustifiably-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment thesisAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely been news-driven and fear-driven in the past year or so. It has faced quite a few uncertainties: fines,...</p>\n\n<a href=\"https://seekingalpha.com/article/4501278-alibaba-group-unjustifiably-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABAF":"Alibaba Group Holding Limited","BK4122":"互联网与直销零售","BK4581":"高盛持仓","BK4558":"双十一","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","BK4526":"热门中概股","BK4501":"段永平概念","BK4565":"NFT概念","KO":"可口可乐","BK4554":"元宇宙及AR概念","BK4177":"软饮料","BK4524":"宅经济概念","WFC":"富国银行","BK4538":"云计算","BK4504":"桥水持仓","BK4535":"淡马锡持仓","BK4575":"芯片概念","BK4505":"高瓴资本持仓","BK4502":"阿里概念","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4531":"中概回港概念","BK4503":"景林资产持仓","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4207":"综合性银行","BK4166":"消费信贷","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","AXP":"美国运通","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4501278-alibaba-group-unjustifiably-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227610161","content_text":"Investment thesisAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely been news-driven and fear-driven in the past year or so. It has faced quite a few uncertainties: fines, anti-trust regulations, and so on.Under the above background, you will see that the thesis here is really simple - the stock price has become disconnected from the business fundamentals. The stock has actually become unjustifiable cheap now according to the so-call Buffett’s 10x pretax rule. As to be detailed later, if you pay 10x pretax and bought a business that stagnates forever, you would have bought a 10% yielding bond and enjoys a 10% annualized return. And if you get a business that offers ANY growth, you will have a large chance of a double-digit return compounding for a long time.In BABA’s case:It is currently for sale at around 7x pretax earnings when adjusted for its cash positions, and it will not stagnate forever. To the contrary, BABA stands best poised to benefit from our world’s e-commerce movement, particularly in the Asian-Pacific region, the center of the movement.The downside is further protected by Beijing’s vows to stabilize the market and its $25B repurchase program. When Beijing announced its support pledges on Mar 16 to stabilize the market and stimulate the economy, BABA stock price rallied by almost 37% during that single day on large trading volume. Also, it just upsized the repurchase program to $25B from $15B, almost 8% of its current market cap. Such a sizable repurchase, at its current undervaluation, will be very effective and accreditive to boosting shareholder returns.In the longer term, BABA is well poised to benefit from the world’s unstoppable shift to e-commerce. And the center of the upcoming shift will be centered in the Asia-Pacific region, where BABA is well-poised to benefit.Before we dive in, let me also make two quick clarifications:All the subsequent analyses are made based on a per ADR basis, and there are 8 ordinary shares in each BABA ADR.All the financial data used in the rest of this article are either taken from the most recent Value Line reports or from Seeking Alpha.Buffett's 10x Pretax RuleIf you're a devout Buffett cultist like this author, you must have noticed or heard that the grandmaster paid ~10x pretax earnings for many of his largest and best deals. The list is a really long one, ranging from Coca-Cola (KO), American Express (AXP), Wells Fargo (WFC), Walmart (WFC), Burlington Northern, and of course the more recent AAPL purchase.As detailed in my other earlier writings, it is not a coincidence that most of his best and largest investment success is from buying businesses at 10x pretax earnings, because:Buying an average business that stagnates forever at 10x pretax would already provide a 10% pretax earnings yield, directly comparable to a 10% yield bond.In case you get to buy an above-average business (like BABA here) at 10x pretax, then any growth would be a bonus on top of the 10% yield above, leading to a double-digit return.As seen from the chart below, the market now presents BABA as such an opportunity. The following chart shows the price history of BABA and its 10x pretax earnings plus its cash position (since it has a sizable cash position). Pretax earnings are also referred to as \"EBT,\" Earnings Before Taxes, in this article.As seen, for a business like BABA, the price should be high above 10x EBT, as it has been in the past. But during the recent market overaction, the price now is actually close to the 7x EBT as seen (again correctly for cash)!Source: author based on Seeking Alpha dataSo, in this case, even if BABA stagnates forever, by paying 7x pretax, the investment would already provide a 14% pretax earnings yield, directly comparable to a 14% yield bond. And to be seen next, BABA has an excellent prospect to grow also.As also detailed in my earlier writings, a strong warning is in order here:I am NOT suggesting you go out and start buying every/any stock that is below 10x EBT. As investors, we face many risks. Two of the major risks are A) quality risk or value trap, i.e., paying a bargain price for something of horrible quality, and B) valuation risk, i.e., paying too much for something of superb quality. The 10x pretax rule is mainly to avoid the type B risk AFTER the type A risk has been eliminated already.Then how do we eliminate type A risks? I look for three things primarily. First, the business should have not an existential issue in the long run. However, in the end, this is largely a subjective judgment. Second, the business should have no existential issue in the short run either. This can be quite reliably and objectively evaluated based on the cash flow and debt coverage. And finally, the business should have a decent chance to grow its earnings in the long term (and estimate the so-call perpetual growth rate). This will be a plus. So with this framework, let’s examine BABA more closely.BABA: does it have any existential issue?I really do not see any existential issue for BABA either in the short run or the long run. I will just be brief and go through my thought process here and then move on to focus on the growth perspective.Existential issues, in the long run, are largely subjective judgments. If some of us even entertain the possibility that BABA would have trouble surviving, the root of our concern is probably the Chinese government. My judgment is that the Chinese government will not only not let BABA fall, but will also work with BABA to make sure it continues to prosper. I have traveled extensively in China and read extensively about its recent history. The current regulatory shock waves are nothing new historically. They've happened before (even at a larger scale and with stronger intensity) and will happen again most likely. As for BABA, it's reached a status of too big to fail, and also at the same time, too good to fail. It is in the Chinese government's best interest to keep it alive and thrive - which leads me to the next point.And I interpret the following recent developments as supporting evidence to my above view:I view the announcement back in Sept 2021, that BABA will invest RMB100 billion (about $15.5B) in the Chinese Common Prosperity fund as a key positive step. To me, this announcement shows convincingly that a path forward is being worked out for BABA - and it is a peaceful path that is nothing like what the market has feared.Then, in 2021, Charlie Munger doubled his position twice, which also seems to support my above view. With Munger's long track record as a disciplined and long-term investor, he must have no doubt at all about the long-term staying power of BABA.Finally, more recently, on March 16 this year, Beijing announced its support pledges to stabilize the market and stimulate the economy. BABA stock price rallied by almost 37% during that single day on large trading volumes. Furthermore, the progress made by the Chinese and U.S. on their audit dispute provides another potential catalyst. To me, it is a no brainer that both sides recognize effective and sustainable cooperation is in the best interests of the capital markets of both countries and also global investors.Short-term existential issues are a lot easier. This can be quite reliably and objectively evaluated based on the cash flow and debt coverage. And BABA certainly does not have any of these issues at all.Just take a look at the following snapshot of its capital allocations in the recent year. The picture is really simple here: BABA earns a load of cash organically from its operations – even considering its fines, commitment to the common prosperity fund, and potential tax rate raises. And it does not need to spend much. Just take a look at its finances in recent years. It generates more than $30B of operating income per year in recent years. BABA is effective debt-free (its debt interest expenses are merely $0.5B).BABA does not pay a dividend. And its CapEx is only about $6.4B, about 20% of its operating income. When we expand our horizon a bit wider and examine its capital allocation over the past a few years, the picture does not change that much, as shown in the next chart.Source: author and Seeking Alpha.BABA: what is its growth potential?It is an unstopped trend that our world is moving toward e-commerce. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon, the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come.As you can see from the following chart, the global e-commerce penetration has been in steady and rapid increase. The e-commerce penetration has almost doubled from its 10.5% level in 2016 to the current level of 20.2% in merely 4 years, a CAGR of nearly 19%.However, the current e-commerce rate is still ONLY at about 20%. Meaning 80% of the commerce is still currently conducted off-line. Global retail e-commerce sales have reached $4.2 trillion in 2020. And they are projected to almost double by 2026, reaching $7.4 trillion of revenues to the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come.Source: Digital Commerce 360And the center of the remaining movement will be in the Asia-Pacific region, where BABA is well-poised to benefit. In a nutshell, even by as early as 2023 – in about 2 years time, that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.As shown in the next chart below, the total retail e-commerce in the Asia-Pacific region should reach $1.4 trillion US dollars by 2023. In contrast, the total retail e-commerce by the rest of the world would be about $1.3 trillion only. In relative terms, by 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world.The secular trends driving such distribution include: (1) the dominant portion of the world population residing in the Asia-Pacific regions; (2) the rapid urbanization and technological advancements in those regions; (3) more than 85% of new middle-class growth residing in the Asian-Pacific region; and (4) lastly, the incentive from the government and also the initiatives from the private sector (such as in China and Indian) to accelerate the transition to e-commerce.Source: Shopify.A reality check shows asymmetric return/risk profilesFinally, what I always like to do is a reality check as shown in the chart below. It is essentially a back of the envelope calculation to estimate what is the growth rate and valuation required to deliver a target ROI over the next few years, say, 5 or 10 years. And see if such growth rate and valuation can pass a common-sense test.As an example to provide a tutorial to read this chart, if we require a 10% annual ROI, represented by the black horizontal line (10% annual return translates to 160% total return in 10 years because 1.1^10=260%), the growth rate will have to be about exactly 10% if the valuation ratio does not change from its current level (i.e., 7x EBT) – something we all know already. And if the valuation contracts to 5x EBT as shown by the green line, the growth rate would have to be about 13.5% to deliver the required 10% ROI.With the above background, we can see that the current valuation easily passes the reality check. In particular, investment here enjoys a large margin of safety from several factors:1. A large gap between market perception and fundamentals. As seen, under the current valuation, we are very likely to enjoy double-digit returns even if growth is not double-digit. To put things into perspective, BABA's recent “slowed” growth rate is still 20%+. And the secular trend can easily support a double-digit e-commerce growth in the next decade.2. A very compressed valuation. If you pay 10x pretax and bought a business that stagnates forever, you would have bought a 10% yielding bond already. At BABA’s current 7x pretax valuation, even when growth slows all the way to 6% AND valuation further contracts (say to 5x EBT, the lowest point historically), the investment still won’t lose money.Source: author.RisksFirst, there's always the risk that the Chinese government could confiscate foreign investments in BABA if they decide those investments under the VIE structure are illegal. This is very unlikely to me for so many reasons. Second, the ongoing Chinese-U.S. negotiations on the audit disputes still face uncertain outcomes. I am optimistic that eventually an agreement will be reached; however, the path may be long and tortuous. However, in case it fails, there is a chance that BABA could be delisted from the US stock market. Delisting Chinese stocks has just happened recently (the DIDI case, for example). Although, even if BABA stock indeed ended up delisted, that would not necessarily lead to a total loss of capital (again, see the DIDI case as an example).Conclusion and final thoughtsThe recent market overreaction presents an opportunity to buy a great company that is having temporary trouble while it is still on the operating table – as Buffett and Munger have done so masterfully in the past. The thesis of this article is, therefore, really simple – companies like BABA should never be priced below 10x EBT as it is now.The current pricing is such that BABA is valued significantly below 10x pretax earnings. And as a result,Even buying an average business that stagnates forever at such a valuation would already provide a doubt-digit return.Yet, BABA is anything but an average business that will stagnate forever. BABA stands best poised to benefit from the world’s movement towards e-commerce and especially the Asian-Pacific momentum. To put things into perspective, BABA's recent “slowed” growth rate is still 20%+ YoY. And the global secular trend, especially in the Asian Pacific region, can easily support a double-digit e-commerce growth in the next decade.The margin of safety is so thick here that even when growth slows all the way to 6% AND valuation further contracts to 5x EBT (the lowest level historically), the investment would still make a small profit and won’t lose money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080970190,"gmtCreate":1649838499429,"gmtModify":1676534587251,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080970190","repostId":"1179497108","repostType":4,"repost":{"id":"1179497108","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649837826,"share":"https://ttm.financial/m/news/1179497108?lang=&edition=fundamental","pubTime":"2022-04-13 16:17","market":"us","language":"en","title":"Tesla Stock Jumped 1.52% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1179497108","media":"Tiger Newspress","summary":"Tesla had quietly continued taking pre-orders for the company’s next-generation Roadster sports car ","content":"<html><head></head><body><p>Tesla had quietly continued taking pre-orders for the company’s next-generation Roadster sports car over the weekend.<img src=\"https://static.tigerbbs.com/0ea5b280cc585dd3e8627dd44db83af9\" tg-width=\"859\" tg-height=\"669\" width=\"100%\" height=\"auto\"/>The automaker had closed reservations for Founders Series versions in December 2021. However, the page has conveniently left out how much the car would cost. Customers wishing to reserve the vehicle are asked to instantly pay $5,000, requiring the remaining $45,000 deposit within ten days. Initially, the price of a Tesla Roadster was $200,000, and for a Founders Series Signature version, it was $250,000.</p><p>The car will still deliver a 0-60 mph time of around 1.9 seconds, go 0-100 in just over four seconds, and reach speeds upwards of 250 mph. Plus, Tesla wants it to go over 600 miles on a charge. The car also sits four and comes with a glass roof.</p><p>Tesla Roadster production should start a little later in 2023 following the Cybertruck.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Jumped 1.52% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Jumped 1.52% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-13 16:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla had quietly continued taking pre-orders for the company’s next-generation Roadster sports car over the weekend.<img src=\"https://static.tigerbbs.com/0ea5b280cc585dd3e8627dd44db83af9\" tg-width=\"859\" tg-height=\"669\" width=\"100%\" height=\"auto\"/>The automaker had closed reservations for Founders Series versions in December 2021. However, the page has conveniently left out how much the car would cost. Customers wishing to reserve the vehicle are asked to instantly pay $5,000, requiring the remaining $45,000 deposit within ten days. Initially, the price of a Tesla Roadster was $200,000, and for a Founders Series Signature version, it was $250,000.</p><p>The car will still deliver a 0-60 mph time of around 1.9 seconds, go 0-100 in just over four seconds, and reach speeds upwards of 250 mph. Plus, Tesla wants it to go over 600 miles on a charge. The car also sits four and comes with a glass roof.</p><p>Tesla Roadster production should start a little later in 2023 following the Cybertruck.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179497108","content_text":"Tesla had quietly continued taking pre-orders for the company’s next-generation Roadster sports car over the weekend.The automaker had closed reservations for Founders Series versions in December 2021. However, the page has conveniently left out how much the car would cost. Customers wishing to reserve the vehicle are asked to instantly pay $5,000, requiring the remaining $45,000 deposit within ten days. Initially, the price of a Tesla Roadster was $200,000, and for a Founders Series Signature version, it was $250,000.The car will still deliver a 0-60 mph time of around 1.9 seconds, go 0-100 in just over four seconds, and reach speeds upwards of 250 mph. Plus, Tesla wants it to go over 600 miles on a charge. The car also sits four and comes with a glass roof.Tesla Roadster production should start a little later in 2023 following the Cybertruck.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012810741,"gmtCreate":1649301857737,"gmtModify":1676534488659,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Losing money on this","listText":"Losing money on this","text":"Losing money on this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012810741","repostId":"1124175646","repostType":4,"repost":{"id":"1124175646","pubTimestamp":1649297545,"share":"https://ttm.financial/m/news/1124175646?lang=&edition=fundamental","pubTime":"2022-04-07 10:12","market":"us","language":"en","title":"Is NVAX Stock a Buy at 52-Week Low? Skip the Novavax Portfolio Injection","url":"https://stock-news.laohu8.com/highlight/detail?id=1124175646","media":"InvestorPlace","summary":"Novavax(NASDAQ:NVAX)stock has dropped to a 52-week low amid fears that the Food and Drug Administrat","content":"<html><head></head><body><p><b>Novavax</b>(NASDAQ:<b>NVAX</b>)stock has dropped to a 52-week low amid fears that the <b>Food and Drug Administration</b> will tighten up vaccine distribution policies. A meeting will be held today in which it will be discussed how vaccine makers could articulate their products to circumstances. The FDA is seeking a more proactive solution from vaccine manufacturers that caters to the requirements of specific variants, rather than broad-based protection. According to slides posted ahead of the meeting, there’s a 20% likelihood that an “omicron-like” variant could strike this year, requiring a retooling of vaccine booster shots. A more carefully articulated plan would raise the barriers to entry for vaccine makers and subsequently adjust the risk-return profile of Novavax stock.</p><p>I find it difficult to comprehend how Novavax will be able to compete with the likes of <b>Pfizer</b>(NYSE:<b>PFE</b>), <b>Johnson &amp; Johnson</b>(NYSE:<b>JNJ</b>), and <b>Moderna</b>(NASDAQ:<b>MRNA</b>). Its protein-based vaccine is effective but holds a less impressive profile than vaccines from the market’s frontrunners.</p><p>With higher research &amp; development costs to simply keep vaccines up to date with new varients and the FDA concerned about readiness should another omicron variant surge, I can’t see Novavax keeping up with the big guys.</p><p>Let me contextualize my argument by looking at a few critical data points. The company’s EBITDA margin has decreased by1.46x during the past year, while its cash on hand has also decreased by 26.98% during the same period, suggesting that its spending power is eroding significantly. Furthermore, NVAX’s business model heavily relies on the covid-19 vaccine program as a means of future income. I thus see this as a very risky asset as it doesn’t hold a diversified portfolio of products like Pfizer and Johnson &amp; Johnson.</p><p>Stock market participants clearly haven’t shown much interest in NVAX stock lately as its trading below its10-, 50-, 100-, and 200-day moving averages. Momentum patterns require a catalyst to reverse, and I just don’t see that happening for Novavax anytime soon.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is NVAX Stock a Buy at 52-Week Low? Skip the Novavax Portfolio Injection</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\">\nIs NVAX Stock a Buy at 52-Week Low? Skip the Novavax Portfolio Injection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/is-nvax-stock-a-buy-at-52-week-low-skip-the-novavax-portfolio-injection/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Novavax(NASDAQ:NVAX)stock has dropped to a 52-week low amid fears that the Food and Drug Administration will tighten up vaccine distribution policies. A meeting will be held today in which it will be ...</p>\n\n<a href=\"https://investorplace.com/2022/04/is-nvax-stock-a-buy-at-52-week-low-skip-the-novavax-portfolio-injection/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://investorplace.com/2022/04/is-nvax-stock-a-buy-at-52-week-low-skip-the-novavax-portfolio-injection/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124175646","content_text":"Novavax(NASDAQ:NVAX)stock has dropped to a 52-week low amid fears that the Food and Drug Administration will tighten up vaccine distribution policies. A meeting will be held today in which it will be discussed how vaccine makers could articulate their products to circumstances. The FDA is seeking a more proactive solution from vaccine manufacturers that caters to the requirements of specific variants, rather than broad-based protection. According to slides posted ahead of the meeting, there’s a 20% likelihood that an “omicron-like” variant could strike this year, requiring a retooling of vaccine booster shots. A more carefully articulated plan would raise the barriers to entry for vaccine makers and subsequently adjust the risk-return profile of Novavax stock.I find it difficult to comprehend how Novavax will be able to compete with the likes of Pfizer(NYSE:PFE), Johnson & Johnson(NYSE:JNJ), and Moderna(NASDAQ:MRNA). Its protein-based vaccine is effective but holds a less impressive profile than vaccines from the market’s frontrunners.With higher research & development costs to simply keep vaccines up to date with new varients and the FDA concerned about readiness should another omicron variant surge, I can’t see Novavax keeping up with the big guys.Let me contextualize my argument by looking at a few critical data points. The company’s EBITDA margin has decreased by1.46x during the past year, while its cash on hand has also decreased by 26.98% during the same period, suggesting that its spending power is eroding significantly. Furthermore, NVAX’s business model heavily relies on the covid-19 vaccine program as a means of future income. I thus see this as a very risky asset as it doesn’t hold a diversified portfolio of products like Pfizer and Johnson & Johnson.Stock market participants clearly haven’t shown much interest in NVAX stock lately as its trading below its10-, 50-, 100-, and 200-day moving averages. Momentum patterns require a catalyst to reverse, and I just don’t see that happening for Novavax anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012028056,"gmtCreate":1649255312075,"gmtModify":1676534478863,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Losing money... 😔","listText":"Losing money... 😔","text":"Losing money... 😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012028056","repostId":"1162599786","repostType":4,"repost":{"id":"1162599786","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649254075,"share":"https://ttm.financial/m/news/1162599786?lang=&edition=fundamental","pubTime":"2022-04-06 22:07","market":"us","language":"en","title":"Vaccine Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1162599786","media":"Tiger Newspress","summary":"Novavax, Moderna, BioNTech, and Vaxart fell between 1% and 6%.U.S. FDA Says Currently Available Vacc","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVAX\">Novavax</a>, <a href=\"https://laohu8.com/S/MRNA\">Moderna</a>, BioNTech, and Vaxart fell between 1% and 6%.</p><p>U.S. FDA Says Currently Available Vaccines Are Not Well-Matched to the Dominant Circulating Variant.<img src=\"https://static.tigerbbs.com/94d07971268cb8a8d2bb45cbdc51b3ab\" tg-width=\"439\" tg-height=\"472\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine Stocks Fell in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-06 22:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVAX\">Novavax</a>, <a href=\"https://laohu8.com/S/MRNA\">Moderna</a>, BioNTech, and Vaxart fell between 1% and 6%.</p><p>U.S. FDA Says Currently Available Vaccines Are Not Well-Matched to the Dominant Circulating Variant.<img src=\"https://static.tigerbbs.com/94d07971268cb8a8d2bb45cbdc51b3ab\" tg-width=\"439\" tg-height=\"472\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药","BK4139":"生物科技","BK4568":"美国抗疫概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162599786","content_text":"Novavax, Moderna, BioNTech, and Vaxart fell between 1% and 6%.U.S. FDA Says Currently Available Vaccines Are Not Well-Matched to the Dominant Circulating Variant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":815352738,"gmtCreate":1630648763424,"gmtModify":1676530365745,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"What goes up will eventually come down. Just have to exit before the fall","listText":"What goes up will eventually come down. Just have to exit before the fall","text":"What goes up will eventually come down. Just have to exit before the fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/815352738","repostId":"1115112299","repostType":4,"repost":{"id":"1115112299","pubTimestamp":1630641559,"share":"https://ttm.financial/m/news/1115112299?lang=&edition=fundamental","pubTime":"2021-09-03 11:59","market":"us","language":"en","title":"What Will Happen When Trillions In Stimulus Run Out In 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115112299","media":"seekingalpha","summary":"Summary\n\nThe US economy and stock market have benefitted from an unprecedented amount of stimulus in","content":"<p><b>Summary</b></p>\n<ul>\n <li>The US economy and stock market have benefitted from an unprecedented amount of stimulus in 2021.</li>\n <li>With expanded unemployment set to end, student loan &amp; mortgage forbearance to end, and a possible corporate tax rate hike on the horizon, it's possible 2022 earnings estimates for stocks are simply too high.</li>\n <li>In light of this, the broad stock market faces an unattractive risk-reward proposition.</li>\n <li>I break down the possibilities and game plan with expert value/dividend investor Sam Kovacs.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p><i>Logan–</i>The United States government has turned to an unprecedented amount of fiscal and monetary stimulus to help the economy through the COVID-19 pandemic. Notable examples include multiple rounds of stimulus checks, the student loan pause, mortgage forbearance/eviction moratorium, PPP, and enhanced unemployment benefits. So far, this effort seems to have been successful, although critics point out that it has resulted in significant increases in inflation. However, the political and economic reality is that the US can't run $3 trillion deficits forever, at least without everyone implicitly paying for it via higher consumer prices compared to their earnings.</p>\n<p>The weight of theevidence suggeststhat prices are rising faster than wages. In turn, the government has stepped in to fill this gap with stimulus payments, but the trillion-dollar question is what happens when the economy has to run on its own productivity–rather than on temporary transfer payments. For 2021, thanks to pent-up demand and stimulus, S&amp;P 500 components are expected to smash the record for the highest amount ever earned in a year (somewhere between $200 and $205 per share for 2021, vs. the previous record of $163 in 2019). Wall Street analysts additionally expect the S&amp;P 500 to earn~$215 per share in 2022, which would be yet another record. When you pull numbers forproductivity and economic output, the picture isn't as great, which helps explain why there are so many shortages of goods and services right now. If you feel that the change in nominal economic output is more indicative of what corporations can earn over the medium term (taking away the impact of consumers spending temporary transfer payments), you get an earnings number for the S&amp;P 500 closer to $180, which is about 15 percent lower than Wall Street is currently expecting.</p>\n<p>Putting further pressure on earnings is the potential corporate tax hike from 21 percent to 25 percent, which will decrease S&amp;P 500 earnings by 5 percent, all else being equal. Political betting markets show that this has a roughly50/50 chance of becoming lawat the moment. With many investors making easy money piling into low-conviction, high momentum names, the consequences of unwinding stimulus could be a shock to their portfolio balances. Helping me make sense of the stimulus unwind is fellow<i>Seeking Alpha</i>authorSam Kovacs.Although living halfway across the world from me here in suburban Texas, Sam and I think eerily alike about the markets, gravitating to high-quality stocks with solid earnings and dividends.</p>\n<p><i>Sam–</i>Within the first couple of months of the Fed’s reaction to the pandemic, I was concerned that they would be placing themselves between a rock and a hard place. I would not have wanted to be in Powell’s shoes, but then again there aren’t many government jobs I’d consider taking. Striking a balance between pulling stimulus too early and risking runaway inflation is no easy task. The government has looked to prior crashes and decided that risking inflation was the way to go.</p>\n<p>Keep telling the people that it is “transitory” and surely it will be. But anyone who has taken Econ 101 knows that inflation feeds on itself. At first, companies are reactionary, but then they become proactive in pricing measures. Here are a few snippets.</p>\n<p>From Hormel's (HRL) latestcall:</p>\n<p><i>We have taken numerous pricing actions across the portfolio to protect profitability. The actions will take place early in the third quarter with additional pricing actions likely.</i></p>\n<p>From Conagra's (CAG) latestcall:</p>\n<p><i>And the short answer is yes. In fact, we began implementing pricing actions on some of our products in the quarter related to the initial inflation we experienced. The very early read on the data from those actions is that our elasticities look good so far. And we have more pricing coming.</i></p>\n<p>There will be no shortage of inflation in food in upcoming quarters. Oil price still has a couple of quarters of weak comparables which continue to contribute to higher headline inflation rates.</p>\n<p>Food &amp; transportation, along with housing are the major costs of US households. For1/6thof adults, you can throw in student loans as well. US consumers have been able to absorb the inflation on the back of various stimulus efforts.</p>\n<p>But the stimulus can’t last forever. Part of it is being extended as Delta is slowing (not killing) the recovery. What happens when the different forms of stimulus fade? That’s what we’re going to look at in the rest of the article.</p>\n<p>The Eviction/Foreclosure Moratorium</p>\n<p><i>Logan–</i>Foreclosures have started again, and the Supreme Court recentlystruck downthe eviction moratorium imposed by the CDC. By my last count, there are about1.5 million householdswho are in forbearance programs at the moment (i.e. not paying their mortgages), against somewhere in the ballpark of 50 million mortgages in the US. Foreclosure is a process, not an event, and the most common outcome is that people get behind on their payments, try to work with the bank for 6-12 months, and then eventually sell, collect their equity, and move somewhere cheaper. The problem in 2008 was that borrowers had negative equity on their mortgages, so it short-circuited this process. This isn't the case now–I don't see a systematic risk to the economy from foreclosures. Around 6-7 million houses in the US are bought and sold in a typical year, meaning in a vacuum, most people who are behind could sell over a 6-12 month period, and it would be a win-win for those struggling with the shortage of houses to buy and those who can't make payments on the ones they own. The Fed taper might complicate this. If mortgage rates go back up to the ~4 percent they've averaged over the last 10 years at the same time people are unloading houses they've been in forbearance on, prices are going to come down more.</p>\n<p>Evictions are messier–there are millions of people not paying rent and living off the extra money. When they have to start paying rent again somewhere else, their household budgets are going to dramatically shrink. Roughly 2-3 percent of American households are significantly behind on rent, so I would expect a lot of both formal and informal (cash for keys) evictions. This has to negatively affect consumer spending, and earnings estimates that ignore the unwind of stimulus are not properly accounting for it.</p>\n<p><i>Sam–</i>The risk here is not so much on the real estate market, as Logan correctly summarized, but rather the knock-on effects on consumption.</p>\n<p>The end of the federal eviction moratorium is a boon for apartment REITs which can resume collecting rent. However, that doesn’t mean investors should pile into residential REITs. have gone from deeply undervalued back to historically overvalued, as the below MAD Chart for Essex Property (ESS) shows. We previously suggested investors sell ESS.</p>\n<p><img src=\"https://static.tigerbbs.com/dc5c631a8b25f6a52735e699fbc69b29\" tg-width=\"640\" tg-height=\"293\" width=\"100%\" height=\"auto\"></p>\n<p><i>Source:Dividend Freedom Tribe</i></p>\n<p>Looking at the other residential REITs on the block, the same picture emerges. AvalonBay Communities (AVB) also is historically overvalued.</p>\n<p><img src=\"https://static.tigerbbs.com/e17980a72bfba653b02553382a920419\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"></p>\n<p><i>Source: Dividend Freedom Tribe</i></p>\n<p>None seem more overvalued relative to their historical normal range of prices than Camden Property Trust (CPT) which could easily come down by 1/3rdon a change in sentiment.</p>\n<p><img src=\"https://static.tigerbbs.com/136a7707c3add17401e4dd4047278e14\" tg-width=\"640\" tg-height=\"303\" width=\"100%\" height=\"auto\"></p>\n<p><i>Source: Dividend Freedom Tribe</i></p>\n<p>I believe that this trade has passed. We bought ESS about a year ago, and have been selling it throughout the past few months.</p>\n<p>Taking profits now in these industries makes sense: “buy the rumor/sell the news”.</p>\n<p>If we’re looking ahead, we’re seeing one lever which will pressure consumption for a certain part of the population.</p>\n<p><b>Student Loan Forbearance</b></p>\n<p><i>Logan–</i>The Biden Administration extended the student loan pause until January 31, 2022. 1 in 6 adults in the US has student loans, with an average balance of ~$40,000. Most borrowers are under 30, a group that spends a higher percentage of their income than, say a 50-year old saving for retirement. Hit 1 in 6 American adults with an average$400 per month payment, paid with mostly post-tax dollars, and that's like stimulus in reverse. Anecdotally, almost no one I know who has student loans is currently paying them. The extra money they're getting from not paying loans is generally either being spent on consumption, invested in cryptocurrency, or in meme stocks like GameStop (GME). This is a decent threat to consumer spending, and there isn't an easy way out. The left wing of the Democratic Party in the US wants to cancel most or all student loans, but the main problem with this is that much of the debt is held by middle and upper-middle-class professionals, which would create a moral hazard as well as redistribute wealth from people lower on the socioeconomic ladder (for example, people who work in trades and pay their income taxes) to those of higher social class (for example, indebted white-collar college graduates). We're talking$1.7+ trillion in US student loansthat are generally not being serviced by those who owe it for this 21 month period. When those kick in again, consumer spending is not going to be higher than it is now. 2022 earnings estimates are mostly blind to this fact.</p>\n<p><i>Sam–</i>When Logan and I initially discussed this article, this seemed to be the easiest form of stimulus for the government to keep giving. Since most of the loans are federal, a pause on the payments doesn’t explicitly hurt anyone enough to complain. And since the handouts are not direct, critics aren’t as vocal as they are with stimulus checks. The money which has been put into various investments, be it stock or crypto, will come out when they have to start servicing debt again. Whether this has enough of an impact to move markets is questionable, but the retail meme stocks could finally have their day of reckoning as a large portion of the population has to resume payments. The aftermath of removing the pause on debt servicing will be harsh for an important part of the population. At least you’ll still be able to watch a movie at AMC Theater (AMC).</p>\n<p><b>Enhanced Unemployment &amp; Stimulus Checks</b></p>\n<p>Logan- Enhanced unemployment runs out on September 6, and there are 11 million people who won't be getting it after that week. This is $3.3 billion per week that the Federal government is dripping out to unemployed persons, which in turn is a lot less than it was 12 months ago. When it's gone, it's yet another piece of the puzzle that will rein in consumer spending. Stimulus checks were another source of income for many Americans over the last 18 months. A family of 4 making the median income would have seen a stimulus check in March of $5,600, in addition to the prior payments under the Trump Administration. These aren't going to be going out anymore, and for middle-income Americans, this means that they won't be able to spend as much money as they have before. The expanded child tax credit may make up for this and is probably a more efficient means of getting money out, but it expires also in its current form in December.</p>\n<p><i>Sam–</i>Enhanced Unemployment is running out in a few days, we’re likely to see many of the 8 million Americans who are looking for a job finally find one amongthe 10 million job openings. As of the time of writing, job data is to be posted in the next few hours. Strong job numbers could kick off a Fed taper sooner than expected.</p>\n<p><b>Conclusion: What Is Yet to Come?</b></p>\n<p><i>Logan–</i>High profile earnings misses from the likes of Amazon (AMZN), Zoom Video (ZM), and Peloton (PTON) suggest that at least on a micro level, analysts assumed that good times would last forever for companies that benefitted from temporary changes resulting from the pandemic. Whether this is true on a macro level is a strong possibility, and depending on how the rest of earnings results come in for the rest of the year, it may end up becoming a reality. While it isn't set in stone that the market should necessarily go down significantly in price because of this, it's hard to deny that the risk-reward tradeoff for the market has deteriorated over the past 6-12 months. Now is a good time to dial back risk, if at all possible. A good defense, in both of our views, is to invest in high-quality companies rather than popular high-momentum stocks with middling fundamentals, and to take a long-term perspective.</p>\n<p><i>Sam–</i>The inflation train has left the station. Powell believes it is transitory, I believe that it might be partially transitory, but the abundance of fiscal stimulus has kicked up a cycle of inflation which will be above 2% for quite some time. The Covid delta variant has softened some economic indicators like eating out in restaurants or travel, but as the country’s case count is already peaking, the economy is set to continue heating up.</p>\n<p>This will lead to a taper. Higher rates, or even the expectation of higher rates, will lead to a change in discount rates, which is a fancy way to say future profits are worthless.</p>\n<p>Investors want to take a hard look at their portfolios and ask whether they have positions which are overvalued beyond reason?</p>\n<p>No need to look at obscure parts of the market, this is playing out in the S&amp;P 500 (SPY).</p>\n<p>For instance, I cannot fathom how a stock like Intuit (INTU) currently trades at 16x sales? Even on its lofty usual measure of 8-9x sales, this is unusually high. Compare it to the stock's historical dividend, and the reading is off the wall.</p>\n<p>Investors want to focus on companies with strong earnings power, large-scale operations, which are trading at relatively cheap valuations.</p>\n<p>Among those that come to mind in the top 100 stocks are Amgen (AMGN) which currently yields over 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/cd53f68bc9f02f82e05458098625b0a7\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"></p>\n<p><i>Source: Dividend Freedom Tribe</i></p>\n<p>Philip Morris International (PM), Broadcom (AVGO), and Morgan Stanley (MS.PK) are also undervalued relative to their historical valuations.</p>\n<p>In such an environment, focus on quality is a must. Focus on value is a close second. We’re looking to buy the highest quality assets with growth prospects at a decent price. We’re very cautious that stimulus unwinding will hit consumption which will hit earning results. Big misses from overvalued names spells trouble. The responsible thing to do is to scale out of stocks when they become overvalued.</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>What Will Happen When Trillions In Stimulus Run Out In 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Will Happen When Trillions In Stimulus Run Out In 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4453272-what-will-happen-when-trillions-in-stimulus-runs-out-in-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe US economy and stock market have benefitted from an unprecedented amount of stimulus in 2021.\nWith expanded unemployment set to end, student loan & mortgage forbearance to end, and a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4453272-what-will-happen-when-trillions-in-stimulus-runs-out-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4453272-what-will-happen-when-trillions-in-stimulus-runs-out-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115112299","content_text":"Summary\n\nThe US economy and stock market have benefitted from an unprecedented amount of stimulus in 2021.\nWith expanded unemployment set to end, student loan & mortgage forbearance to end, and a possible corporate tax rate hike on the horizon, it's possible 2022 earnings estimates for stocks are simply too high.\nIn light of this, the broad stock market faces an unattractive risk-reward proposition.\nI break down the possibilities and game plan with expert value/dividend investor Sam Kovacs.\n\nIntroduction\nLogan–The United States government has turned to an unprecedented amount of fiscal and monetary stimulus to help the economy through the COVID-19 pandemic. Notable examples include multiple rounds of stimulus checks, the student loan pause, mortgage forbearance/eviction moratorium, PPP, and enhanced unemployment benefits. So far, this effort seems to have been successful, although critics point out that it has resulted in significant increases in inflation. However, the political and economic reality is that the US can't run $3 trillion deficits forever, at least without everyone implicitly paying for it via higher consumer prices compared to their earnings.\nThe weight of theevidence suggeststhat prices are rising faster than wages. In turn, the government has stepped in to fill this gap with stimulus payments, but the trillion-dollar question is what happens when the economy has to run on its own productivity–rather than on temporary transfer payments. For 2021, thanks to pent-up demand and stimulus, S&P 500 components are expected to smash the record for the highest amount ever earned in a year (somewhere between $200 and $205 per share for 2021, vs. the previous record of $163 in 2019). Wall Street analysts additionally expect the S&P 500 to earn~$215 per share in 2022, which would be yet another record. When you pull numbers forproductivity and economic output, the picture isn't as great, which helps explain why there are so many shortages of goods and services right now. If you feel that the change in nominal economic output is more indicative of what corporations can earn over the medium term (taking away the impact of consumers spending temporary transfer payments), you get an earnings number for the S&P 500 closer to $180, which is about 15 percent lower than Wall Street is currently expecting.\nPutting further pressure on earnings is the potential corporate tax hike from 21 percent to 25 percent, which will decrease S&P 500 earnings by 5 percent, all else being equal. Political betting markets show that this has a roughly50/50 chance of becoming lawat the moment. With many investors making easy money piling into low-conviction, high momentum names, the consequences of unwinding stimulus could be a shock to their portfolio balances. Helping me make sense of the stimulus unwind is fellowSeeking AlphaauthorSam Kovacs.Although living halfway across the world from me here in suburban Texas, Sam and I think eerily alike about the markets, gravitating to high-quality stocks with solid earnings and dividends.\nSam–Within the first couple of months of the Fed’s reaction to the pandemic, I was concerned that they would be placing themselves between a rock and a hard place. I would not have wanted to be in Powell’s shoes, but then again there aren’t many government jobs I’d consider taking. Striking a balance between pulling stimulus too early and risking runaway inflation is no easy task. The government has looked to prior crashes and decided that risking inflation was the way to go.\nKeep telling the people that it is “transitory” and surely it will be. But anyone who has taken Econ 101 knows that inflation feeds on itself. At first, companies are reactionary, but then they become proactive in pricing measures. Here are a few snippets.\nFrom Hormel's (HRL) latestcall:\nWe have taken numerous pricing actions across the portfolio to protect profitability. The actions will take place early in the third quarter with additional pricing actions likely.\nFrom Conagra's (CAG) latestcall:\nAnd the short answer is yes. In fact, we began implementing pricing actions on some of our products in the quarter related to the initial inflation we experienced. The very early read on the data from those actions is that our elasticities look good so far. And we have more pricing coming.\nThere will be no shortage of inflation in food in upcoming quarters. Oil price still has a couple of quarters of weak comparables which continue to contribute to higher headline inflation rates.\nFood & transportation, along with housing are the major costs of US households. For1/6thof adults, you can throw in student loans as well. US consumers have been able to absorb the inflation on the back of various stimulus efforts.\nBut the stimulus can’t last forever. Part of it is being extended as Delta is slowing (not killing) the recovery. What happens when the different forms of stimulus fade? That’s what we’re going to look at in the rest of the article.\nThe Eviction/Foreclosure Moratorium\nLogan–Foreclosures have started again, and the Supreme Court recentlystruck downthe eviction moratorium imposed by the CDC. By my last count, there are about1.5 million householdswho are in forbearance programs at the moment (i.e. not paying their mortgages), against somewhere in the ballpark of 50 million mortgages in the US. Foreclosure is a process, not an event, and the most common outcome is that people get behind on their payments, try to work with the bank for 6-12 months, and then eventually sell, collect their equity, and move somewhere cheaper. The problem in 2008 was that borrowers had negative equity on their mortgages, so it short-circuited this process. This isn't the case now–I don't see a systematic risk to the economy from foreclosures. Around 6-7 million houses in the US are bought and sold in a typical year, meaning in a vacuum, most people who are behind could sell over a 6-12 month period, and it would be a win-win for those struggling with the shortage of houses to buy and those who can't make payments on the ones they own. The Fed taper might complicate this. If mortgage rates go back up to the ~4 percent they've averaged over the last 10 years at the same time people are unloading houses they've been in forbearance on, prices are going to come down more.\nEvictions are messier–there are millions of people not paying rent and living off the extra money. When they have to start paying rent again somewhere else, their household budgets are going to dramatically shrink. Roughly 2-3 percent of American households are significantly behind on rent, so I would expect a lot of both formal and informal (cash for keys) evictions. This has to negatively affect consumer spending, and earnings estimates that ignore the unwind of stimulus are not properly accounting for it.\nSam–The risk here is not so much on the real estate market, as Logan correctly summarized, but rather the knock-on effects on consumption.\nThe end of the federal eviction moratorium is a boon for apartment REITs which can resume collecting rent. However, that doesn’t mean investors should pile into residential REITs. have gone from deeply undervalued back to historically overvalued, as the below MAD Chart for Essex Property (ESS) shows. We previously suggested investors sell ESS.\n\nSource:Dividend Freedom Tribe\nLooking at the other residential REITs on the block, the same picture emerges. AvalonBay Communities (AVB) also is historically overvalued.\n\nSource: Dividend Freedom Tribe\nNone seem more overvalued relative to their historical normal range of prices than Camden Property Trust (CPT) which could easily come down by 1/3rdon a change in sentiment.\n\nSource: Dividend Freedom Tribe\nI believe that this trade has passed. We bought ESS about a year ago, and have been selling it throughout the past few months.\nTaking profits now in these industries makes sense: “buy the rumor/sell the news”.\nIf we’re looking ahead, we’re seeing one lever which will pressure consumption for a certain part of the population.\nStudent Loan Forbearance\nLogan–The Biden Administration extended the student loan pause until January 31, 2022. 1 in 6 adults in the US has student loans, with an average balance of ~$40,000. Most borrowers are under 30, a group that spends a higher percentage of their income than, say a 50-year old saving for retirement. Hit 1 in 6 American adults with an average$400 per month payment, paid with mostly post-tax dollars, and that's like stimulus in reverse. Anecdotally, almost no one I know who has student loans is currently paying them. The extra money they're getting from not paying loans is generally either being spent on consumption, invested in cryptocurrency, or in meme stocks like GameStop (GME). This is a decent threat to consumer spending, and there isn't an easy way out. The left wing of the Democratic Party in the US wants to cancel most or all student loans, but the main problem with this is that much of the debt is held by middle and upper-middle-class professionals, which would create a moral hazard as well as redistribute wealth from people lower on the socioeconomic ladder (for example, people who work in trades and pay their income taxes) to those of higher social class (for example, indebted white-collar college graduates). We're talking$1.7+ trillion in US student loansthat are generally not being serviced by those who owe it for this 21 month period. When those kick in again, consumer spending is not going to be higher than it is now. 2022 earnings estimates are mostly blind to this fact.\nSam–When Logan and I initially discussed this article, this seemed to be the easiest form of stimulus for the government to keep giving. Since most of the loans are federal, a pause on the payments doesn’t explicitly hurt anyone enough to complain. And since the handouts are not direct, critics aren’t as vocal as they are with stimulus checks. The money which has been put into various investments, be it stock or crypto, will come out when they have to start servicing debt again. Whether this has enough of an impact to move markets is questionable, but the retail meme stocks could finally have their day of reckoning as a large portion of the population has to resume payments. The aftermath of removing the pause on debt servicing will be harsh for an important part of the population. At least you’ll still be able to watch a movie at AMC Theater (AMC).\nEnhanced Unemployment & Stimulus Checks\nLogan- Enhanced unemployment runs out on September 6, and there are 11 million people who won't be getting it after that week. This is $3.3 billion per week that the Federal government is dripping out to unemployed persons, which in turn is a lot less than it was 12 months ago. When it's gone, it's yet another piece of the puzzle that will rein in consumer spending. Stimulus checks were another source of income for many Americans over the last 18 months. A family of 4 making the median income would have seen a stimulus check in March of $5,600, in addition to the prior payments under the Trump Administration. These aren't going to be going out anymore, and for middle-income Americans, this means that they won't be able to spend as much money as they have before. The expanded child tax credit may make up for this and is probably a more efficient means of getting money out, but it expires also in its current form in December.\nSam–Enhanced Unemployment is running out in a few days, we’re likely to see many of the 8 million Americans who are looking for a job finally find one amongthe 10 million job openings. As of the time of writing, job data is to be posted in the next few hours. Strong job numbers could kick off a Fed taper sooner than expected.\nConclusion: What Is Yet to Come?\nLogan–High profile earnings misses from the likes of Amazon (AMZN), Zoom Video (ZM), and Peloton (PTON) suggest that at least on a micro level, analysts assumed that good times would last forever for companies that benefitted from temporary changes resulting from the pandemic. Whether this is true on a macro level is a strong possibility, and depending on how the rest of earnings results come in for the rest of the year, it may end up becoming a reality. While it isn't set in stone that the market should necessarily go down significantly in price because of this, it's hard to deny that the risk-reward tradeoff for the market has deteriorated over the past 6-12 months. Now is a good time to dial back risk, if at all possible. A good defense, in both of our views, is to invest in high-quality companies rather than popular high-momentum stocks with middling fundamentals, and to take a long-term perspective.\nSam–The inflation train has left the station. Powell believes it is transitory, I believe that it might be partially transitory, but the abundance of fiscal stimulus has kicked up a cycle of inflation which will be above 2% for quite some time. The Covid delta variant has softened some economic indicators like eating out in restaurants or travel, but as the country’s case count is already peaking, the economy is set to continue heating up.\nThis will lead to a taper. Higher rates, or even the expectation of higher rates, will lead to a change in discount rates, which is a fancy way to say future profits are worthless.\nInvestors want to take a hard look at their portfolios and ask whether they have positions which are overvalued beyond reason?\nNo need to look at obscure parts of the market, this is playing out in the S&P 500 (SPY).\nFor instance, I cannot fathom how a stock like Intuit (INTU) currently trades at 16x sales? Even on its lofty usual measure of 8-9x sales, this is unusually high. Compare it to the stock's historical dividend, and the reading is off the wall.\nInvestors want to focus on companies with strong earnings power, large-scale operations, which are trading at relatively cheap valuations.\nAmong those that come to mind in the top 100 stocks are Amgen (AMGN) which currently yields over 3%.\n\nSource: Dividend Freedom Tribe\nPhilip Morris International (PM), Broadcom (AVGO), and Morgan Stanley (MS.PK) are also undervalued relative to their historical valuations.\nIn such an environment, focus on quality is a must. Focus on value is a close second. We’re looking to buy the highest quality assets with growth prospects at a decent price. We’re very cautious that stimulus unwinding will hit consumption which will hit earning results. Big misses from overvalued names spells trouble. The responsible thing to do is to scale out of stocks when they become overvalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835592050,"gmtCreate":1629726074670,"gmtModify":1676530112441,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Unfortunately not invested","listText":"Unfortunately not invested","text":"Unfortunately not invested","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/835592050","repostId":"1105547841","repostType":4,"repost":{"id":"1105547841","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629726022,"share":"https://ttm.financial/m/news/1105547841?lang=&edition=fundamental","pubTime":"2021-08-23 21:40","market":"us","language":"en","title":"NVIDIA shares rose nearly 3% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1105547841","media":"Tiger Newspress","summary":"NVIDIA shares rose nearly 3% to a new high in Monday morning trading.","content":"<p>NVIDIA shares rose nearly 3% to a new high&nbsp;in Monday morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8075cefb2210baeb244ede722b51d9bc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA shares rose nearly 3% to a new high</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\">\nNVIDIA shares rose nearly 3% to a new high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-23 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NVIDIA shares rose nearly 3% to a new high&nbsp;in Monday morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8075cefb2210baeb244ede722b51d9bc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105547841","content_text":"NVIDIA shares rose nearly 3% to a new high in Monday morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"content":"Yeaa was hoping for it to go down alil more before buying in","text":"Yeaa was hoping for it to go down alil more before buying in","html":"Yeaa was hoping for it to go down alil more before buying in"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012028056,"gmtCreate":1649255312075,"gmtModify":1676534478863,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Losing money... 😔","listText":"Losing money... 😔","text":"Losing money... 😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012028056","repostId":"1162599786","repostType":4,"repost":{"id":"1162599786","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649254075,"share":"https://ttm.financial/m/news/1162599786?lang=&edition=fundamental","pubTime":"2022-04-06 22:07","market":"us","language":"en","title":"Vaccine Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1162599786","media":"Tiger Newspress","summary":"Novavax, Moderna, BioNTech, and Vaxart fell between 1% and 6%.U.S. FDA Says Currently Available Vacc","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVAX\">Novavax</a>, <a href=\"https://laohu8.com/S/MRNA\">Moderna</a>, BioNTech, and Vaxart fell between 1% and 6%.</p><p>U.S. FDA Says Currently Available Vaccines Are Not Well-Matched to the Dominant Circulating Variant.<img src=\"https://static.tigerbbs.com/94d07971268cb8a8d2bb45cbdc51b3ab\" tg-width=\"439\" tg-height=\"472\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine Stocks Fell in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-06 22:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVAX\">Novavax</a>, <a href=\"https://laohu8.com/S/MRNA\">Moderna</a>, BioNTech, and Vaxart fell between 1% and 6%.</p><p>U.S. FDA Says Currently Available Vaccines Are Not Well-Matched to the Dominant Circulating Variant.<img src=\"https://static.tigerbbs.com/94d07971268cb8a8d2bb45cbdc51b3ab\" tg-width=\"439\" tg-height=\"472\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药","BK4139":"生物科技","BK4568":"美国抗疫概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162599786","content_text":"Novavax, Moderna, BioNTech, and Vaxart fell between 1% and 6%.U.S. FDA Says Currently Available Vaccines Are Not Well-Matched to the Dominant Circulating Variant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889890683,"gmtCreate":1631128608642,"gmtModify":1676530474805,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Sea of red today.....","listText":"Sea of red today.....","text":"Sea of red today.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/889890683","repostId":"1152303824","repostType":4,"repost":{"id":"1152303824","pubTimestamp":1631113047,"share":"https://ttm.financial/m/news/1152303824?lang=&edition=fundamental","pubTime":"2021-09-08 22:57","market":"us","language":"en","title":"Stocks Are Suddenly Puking...","url":"https://stock-news.laohu8.com/highlight/detail?id=1152303824","media":"zerohedge","summary":"Yesterday it was cryptos, this morning it appears US equities are in line for the monkeyhammering.\nI","content":"<p>Yesterday it was cryptos, this morning it appears US equities are in line for the monkeyhammering.</p>\n<p>It is unclear what the catalyst for the drop was - it occurred with significant delay from any<b>debt ceiling talk or Manchin's statements</b>- though some are noting the surge in JOLTS could have triggered some weakness as it may bring The Fed closer to tapering.</p>\n<p><img src=\"https://static.tigerbbs.com/b3e5ef549e107c935e4c60595e1332e2\" tg-width=\"1198\" tg-height=\"719\" referrerpolicy=\"no-referrer\">The dollar is spiking at the same time...</p>\n<p><img src=\"https://static.tigerbbs.com/3b472f02fa36cafd99491efa8113cbde\" tg-width=\"944\" tg-height=\"530\" referrerpolicy=\"no-referrer\">As&nbsp;SpotGamma notes,<b>there is a major inflection point (support) specifically at 4490 and major support at 4440</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/9295f0b196cb1e2e6c014b1dcdaf3a95\" tg-width=\"1067\" tg-height=\"528\" referrerpolicy=\"no-referrer\">We think it would take some type of fundamental push to break that level.</p>\n<p><img src=\"https://static.tigerbbs.com/514c13b2f8c4c99c5cd3eace81c51347\" tg-width=\"1280\" tg-height=\"710\" referrerpolicy=\"no-referrer\">In other words, things could get “chippy” but we don’t see things positioned for a large drawdown (&gt;1%).</p>\n<p>The big question is - What will Robert Kaplan do?</p>\n<p></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>Stocks Are Suddenly Puking...</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\">\nStocks Are Suddenly Puking...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/stocks-are-suddenly-puking?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Yesterday it was cryptos, this morning it appears US equities are in line for the monkeyhammering.\nIt is unclear what the catalyst for the drop was - it occurred with significant delay from anydebt ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/stocks-are-suddenly-puking?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/stocks-are-suddenly-puking?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152303824","content_text":"Yesterday it was cryptos, this morning it appears US equities are in line for the monkeyhammering.\nIt is unclear what the catalyst for the drop was - it occurred with significant delay from anydebt ceiling talk or Manchin's statements- though some are noting the surge in JOLTS could have triggered some weakness as it may bring The Fed closer to tapering.\nThe dollar is spiking at the same time...\nAs SpotGamma notes,there is a major inflection point (support) specifically at 4490 and major support at 4440.\nWe think it would take some type of fundamental push to break that level.\nIn other words, things could get “chippy” but we don’t see things positioned for a large drawdown (>1%).\nThe big question is - What will Robert Kaplan do?","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830065575,"gmtCreate":1628994251797,"gmtModify":1676529905875,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"No wonder price is going up","listText":"No wonder price is going up","text":"No wonder price is going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/830065575","repostId":"2159321288","repostType":4,"repost":{"id":"2159321288","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628990553,"share":"https://ttm.financial/m/news/2159321288?lang=&edition=fundamental","pubTime":"2021-08-15 09:22","market":"us","language":"en","title":"Why Regulatory Risk Is A Silver Lining For Apple And Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321288","media":"Benzinga","summary":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and","content":"<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p>\n<p>With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p>\n<p><b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p>\n<p>This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p>\n<p>The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p>\n<p><b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p>\n<p>Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p>\n<p>Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p>\n<p>Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p>\n<p><b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p>\n<p>\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p>\n<p>Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p>\n<p>Latest Ratings for AAPL</p>\n<table>\n <tbody>\n  <tr>\n   <th>Date</th>\n   <th>Firm</th>\n   <th>Action</th>\n   <th>From</th>\n   <th>To</th>\n  </tr>\n </tbody>\n <tbody>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Loop Capital</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Deutsche Bank</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Piper Sandler</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Overweight</td>\n  </tr>\n </tbody>\n</table>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Regulatory Risk Is A Silver Lining For Apple And Google</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Regulatory Risk Is A Silver Lining For Apple And Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-15 09:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p>\n<p>With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p>\n<p><b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p>\n<p>This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p>\n<p>The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p>\n<p><b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p>\n<p>Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p>\n<p>Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p>\n<p>Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p>\n<p><b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p>\n<p>\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p>\n<p>Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p>\n<p>Latest Ratings for AAPL</p>\n<table>\n <tbody>\n  <tr>\n   <th>Date</th>\n   <th>Firm</th>\n   <th>Action</th>\n   <th>From</th>\n   <th>To</th>\n  </tr>\n </tbody>\n <tbody>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Loop Capital</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Deutsche Bank</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Piper Sandler</td>\n   <td>Maintains</td>\n   <td></td>\n   <td>Overweight</td>\n  </tr>\n </tbody>\n</table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321288","content_text":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.\nWith a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.\nWhat the New Legislation Is All About:  The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.\nThis will help avoiding the 30% take rate on in-app purchases, the analyst said.\nThe proposed bill will have to be approved by the House and Senate before becoming law, Munster said.\nRegulation Not Automatically Negative:  The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.\nEven if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.\nApple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.\nAdditionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.\nMunster's Take On Potential Regulation:  The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.\n\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.\nApple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.\nLatest Ratings for AAPL\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nJul 2021\nLoop Capital\nMaintains\n\nBuy\n\n\nJul 2021\nDeutsche Bank\nMaintains\n\nBuy\n\n\nJul 2021\nPiper Sandler\nMaintains\n\nOverweight","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061333875,"gmtCreate":1651563828907,"gmtModify":1676534927963,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Good read. High risk but also high returns&nbsp;","listText":"Good read. High risk but also high returns&nbsp;","text":"Good read. High risk but also high returns","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061333875","repostId":"2232742796","repostType":4,"repost":{"id":"2232742796","pubTimestamp":1651547153,"share":"https://ttm.financial/m/news/2232742796?lang=&edition=fundamental","pubTime":"2022-05-03 11:05","market":"us","language":"en","title":"Alibaba Group: Munger Position Halved, How About Yours?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232742796","media":"seekingalpha","summary":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.</li><li>He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal&#39;s 13F.</li><li>To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.</li><li>This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.</li><li>BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f665544ee7146e737beb7abd9b9596c\" tg-width=\"750\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Eric Francis/Getty Images News</span></p><p><b>Thesis</b></p><p>Many investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.</p><p>This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.</p><p>You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9660e48240f12c06602d9d01717c9f9a\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"/><span>Source: dataroma.com</span></p><p><b>Munger and BABA</b></p><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9aab2ae2ddd5b74d6ef33ed6ea3682\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"/><span>Yahoo Finance and Author</span></p><p><b>BABA’s core business remains intact</b></p><p>Firstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA&#39;s existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.</p><p>Under the above background, now let&#39;s look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e09f58f155de8d774911dedd2de0f281\" tg-width=\"640\" tg-height=\"338\" width=\"100%\" height=\"auto\"/><span>BABA Earnings report</span></p><p>Looking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.</p><p><b>BABA’s other high-growth opportunities</b></p><p>Besides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.</p><p>Its cloud segment is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3115a0e3831d1e821d9bf124fb342f5\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>BABA earnings report</span></p><p><b>Valuation too cheap to ignore</b></p><p>Munger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.</p><p>At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e840aa8a60cc3895b5046c5d64b48e23\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Conclusions and risks</b></p><p>This article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,</p><ul><li>My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.</li><li>Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.</li></ul><p>Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.</p><ul><li>First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.</li><li>Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.</li><li>Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.</li><li>Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Group: Munger Position Halved, How About Yours?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Group: Munger Position Halved, How About Yours?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then ...</p>\n\n<a href=\"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232742796","content_text":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal's 13F.To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.Eric Francis/Getty Images NewsThesisMany investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.Source: dataroma.comMunger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.Yahoo Finance and AuthorBABA’s core business remains intactFirstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA's existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.Under the above background, now let's look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.BABA Earnings reportLooking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.BABA’s other high-growth opportunitiesBesides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.Its cloud segment is one of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.BABA earnings reportValuation too cheap to ignoreMunger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.Seeking AlphaConclusions and risksThis article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839812020,"gmtCreate":1629140301260,"gmtModify":1676529943173,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Still moving up....","listText":"Still moving up....","text":"Still moving up....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839812020","repostId":"1135212237","repostType":2,"repost":{"id":"1135212237","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629125001,"share":"https://ttm.financial/m/news/1135212237?lang=&edition=fundamental","pubTime":"2021-08-16 22:43","market":"us","language":"en","title":"Big tech stocks fell in morning trading, Apple fell over 1% after reaching record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1135212237","media":"Tiger Newspress","summary":"(Aug 16) Big tech stocks fell in morning trading. Apple fell over 1% after reaching record high at $","content":"<p>(Aug 16)&nbsp;Big tech stocks fell in morning trading. Apple fell over 1% after reaching record high at $150.59.</p>\n<p><img src=\"https://static.tigerbbs.com/f7c0f1effcd77008de0ea3edac4e6766\" tg-width=\"309\" tg-height=\"323\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big tech stocks fell in morning trading, Apple fell over 1% after reaching record high</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\">\nBig tech stocks fell in morning trading, Apple fell over 1% after reaching record high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-16 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 16)&nbsp;Big tech stocks fell in morning trading. Apple fell over 1% after reaching record high at $150.59.</p>\n<p><img src=\"https://static.tigerbbs.com/f7c0f1effcd77008de0ea3edac4e6766\" tg-width=\"309\" tg-height=\"323\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135212237","content_text":"(Aug 16) Big tech stocks fell in morning trading. Apple fell over 1% after reaching record high at $150.59.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036980038,"gmtCreate":1646962276287,"gmtModify":1676534182066,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"At least some good news for SIA","listText":"At least some good news for SIA","text":"At least some good news for SIA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036980038","repostId":"1148816278","repostType":4,"repost":{"id":"1148816278","pubTimestamp":1646958557,"share":"https://ttm.financial/m/news/1148816278?lang=&edition=fundamental","pubTime":"2022-03-11 08:29","market":"sg","language":"en","title":"Singapore Stocks to Watch: Del Monte Pacific, SIA, StarHub","url":"https://stock-news.laohu8.com/highlight/detail?id=1148816278","media":"businesstimes","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Mar 11):Del Monte Pacific: The canned food brand on Thursday posted earnings of US$25.9 million for ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-del-monte-pacific-sia-starhub\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Del Monte Pacific, SIA, StarHub</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Del Monte Pacific, SIA, StarHub\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-del-monte-pacific-sia-starhub><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Mar 11):Del Monte Pacific: The canned food brand on Thursday posted earnings of US$25.9 million for ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-del-monte-pacific-sia-starhub\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司","D03.SI":"德蒙特","CC3.SI":"星和"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-del-monte-pacific-sia-starhub","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148816278","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Mar 11):Del Monte Pacific: The canned food brand on Thursday posted earnings of US$25.9 million for the third fiscal quarter ended January, down 14 percent from US$30.2 million a year earlier. Its chief executive noted margins and profits in the quarter were impacted by significant cost headwinds. Shares of Del Monte closed at S$0.40 on Thursday, up 1.3 percent or S$0.005, before the announcement.Singapore Airlines (SIA): Logistics company DHL Express on Thursday said it has entered into an agreement with flag carrier SIA to deploy 5 Boeing 777 freighters. The freighters will be based at Changi Airport and serve DHL's South Asia Hub located in Singapore. Shares of SIA closed at S$5.02 on Thursday, up S$0.06 or 1.2 percent, before the announcement.StarHub: The Infocomm Media Development Authority on Wednesday granted the telco regulatory approval to acquire a 50.1 percent stake in MyRepublic's broadband unit, noting that the merger could allow StarHub and MyRepublic to compete more effectively with competitive prices or more innovative services. Shares of StarHub closed flat at S$1.25 on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085978322,"gmtCreate":1650638991048,"gmtModify":1676534768904,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Time to move in?","listText":"Time to move in?","text":"Time to move in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085978322","repostId":"1159065078","repostType":4,"repost":{"id":"1159065078","pubTimestamp":1650637953,"share":"https://ttm.financial/m/news/1159065078?lang=&edition=fundamental","pubTime":"2022-04-22 22:32","market":"us","language":"en","title":"Is NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1159065078","media":"InvestorPlace","summary":"Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidi","content":"<html><head></head><body><p><b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements from Federal Reserve Chair Jerome Powell and an increase in Treasury yields.</p><p>So what else do you need to know?</p><p>Yesterday afternoon, Powell said that the central bank would consider increasing its key interest rate by 50 basis points, or 0.5 percentage points, at its next meeting. The Fed will convene on May 3 and May 4.</p><p>Typically the Fed only raises its short-term benchmark rate by 25 basis points at a time. Nevertheless, in recent weeks, a number of Fed members have indicated that a 50-basis-point hike in May could be warranted.</p><p>Following Powell’s comments, Treasury yields climbed. Today the increase continued, with the yield on 10-year Treasurysreaching its highest levelsince the end of 2018. Higher Treasury rates make the potential, longer-term gains of tech stocks less enticing.</p><p>3 Analysts Weigh In on NVDA Stock</p><p>In separate notes to investors, three analysts recently discussed the outlook of NVDA stock with this backdrop in mind. Stating that “Nvidia remains on track to hit supply/demand equilibrium in the second half of 2022,” Piper Sandler analyst Harsh Kumar expects the company to buy back a significant amount of its shares, according to<i>The Fly</i>. Kumar maintained a $350 price target and a “buy” rating on the shares.</p><p>Taking a more bearish view was Deutsche Bank’s Ross Seymore. Although the demand for semiconductors is likely to remain strong, investors will probably continue to be worried about a “cyclical slowdown/correction,” the analyst stated. He trimmed his price target to $255 from $285 and kept a “hold” rating on the chipmaker.</p><p>And finally, on April 13, New Street analyst Pierre Ferraguchanged his rating onNVDA stock to “buy” from “neutral.” The analyst expects the company to benefit from strong demand for its chips by the “gaming, visualization, and data center” sectors. Given the recent decline in NVDA stock, Ferragu thinks that the shares may already reflect a reduction in the company’s revenue from cryptocurrency miners. He raised his price target on the name to $280 from $250.</p><p>Analysts’ average rating on NVDA stock is “strong buy,” while their mean price target on the name is $339.19, according to <i>TipRanks</i>.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices</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\">\nIs NVDA Stock a Buy Right Now? 3 Analysts Weigh In on Nvidia Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements ...</p>\n\n<a href=\"https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/\">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"},"source_url":"https://investorplace.com/2022/04/is-nvda-stock-a-buy-right-now-3-analysts-weigh-in-on-nvidia-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159065078","content_text":"Nvidia(NASDAQ:NVDA) stock is trending today after the chipmaker’s shares tumbled 6% yesterday. Nvidia’s decline yesterday came amid a selloff in tech stocks that was triggered by hawkish statements from Federal Reserve Chair Jerome Powell and an increase in Treasury yields.So what else do you need to know?Yesterday afternoon, Powell said that the central bank would consider increasing its key interest rate by 50 basis points, or 0.5 percentage points, at its next meeting. The Fed will convene on May 3 and May 4.Typically the Fed only raises its short-term benchmark rate by 25 basis points at a time. Nevertheless, in recent weeks, a number of Fed members have indicated that a 50-basis-point hike in May could be warranted.Following Powell’s comments, Treasury yields climbed. Today the increase continued, with the yield on 10-year Treasurysreaching its highest levelsince the end of 2018. Higher Treasury rates make the potential, longer-term gains of tech stocks less enticing.3 Analysts Weigh In on NVDA StockIn separate notes to investors, three analysts recently discussed the outlook of NVDA stock with this backdrop in mind. Stating that “Nvidia remains on track to hit supply/demand equilibrium in the second half of 2022,” Piper Sandler analyst Harsh Kumar expects the company to buy back a significant amount of its shares, according toThe Fly. Kumar maintained a $350 price target and a “buy” rating on the shares.Taking a more bearish view was Deutsche Bank’s Ross Seymore. Although the demand for semiconductors is likely to remain strong, investors will probably continue to be worried about a “cyclical slowdown/correction,” the analyst stated. He trimmed his price target to $255 from $285 and kept a “hold” rating on the chipmaker.And finally, on April 13, New Street analyst Pierre Ferraguchanged his rating onNVDA stock to “buy” from “neutral.” The analyst expects the company to benefit from strong demand for its chips by the “gaming, visualization, and data center” sectors. Given the recent decline in NVDA stock, Ferragu thinks that the shares may already reflect a reduction in the company’s revenue from cryptocurrency miners. He raised his price target on the name to $280 from $250.Analysts’ average rating on NVDA stock is “strong buy,” while their mean price target on the name is $339.19, according to TipRanks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010385576,"gmtCreate":1648259088786,"gmtModify":1676534322977,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"There's some chances, but still too early to say","listText":"There's some chances, but still too early to say","text":"There's some chances, but still too early to say","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010385576","repostId":"1116489032","repostType":4,"repost":{"id":"1116489032","pubTimestamp":1648254314,"share":"https://ttm.financial/m/news/1116489032?lang=&edition=fundamental","pubTime":"2022-03-26 08:25","market":"us","language":"en","title":"Is NIO The Buy Of The Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116489032","media":"marketbeat","summary":"This might not be a question you were expecting to hear with regards to NIO (NYSE: NIO), whose shares are down almost 70% from last year’s all-time high, but it’s one worth asking. Because if one thin","content":"<html><head></head><body><p>This might not be a question you were expecting to hear with regards to NIO (NYSE: NIO), whose shares are down almost 70% from last year’s all-time high, but it’s one worth asking. Because if one thing’s for sure, the Shanghai headquartered electric vehicle (EV) maker knows how to keep investors on their toes. Their shares rallied close to 3,000% in the months after the COVID pandemic started, with many analysts calling them the next Tesla (NASDAQ: TSLA).</p><p>Comparisons like this are always going to be made with any up-and-coming EV company, but NIO stock’s seemingly unlimited resistance to gravity initially made it all the more pertinent. So too, it could be said, has the stock’s subsequent fall from the highs, and it will surely be nailed down once and for all if it can recover in the coming weeks. There’s plenty afoot with NIO that suggests its shares might be about to kick off a much-needed rally.</p><h2>Mixed Earnings</h2><p>Their Q4 earnings, released last night, gave investors and Wall Street a glimpse into the engine. Revenue for the quarter was ahead of analyst expectations and up 52% year on year, which helped to offset the slight miss on EPS. Delivery of vehicles for the fourth quarter of 2021 was up 44% compared to the same quarter the previous year, with total deliveries for 2021 up 109% compared to 2020. These are good numbers and suggest NIO’s revenue engine is building significant momentum. The timing is perfect too, with the effects of the Russian - Ukraine war on oil and gas prices causing many to think about switching permanently to an EV.</p><p>Initial indications in Friday’s pre-market session however suggested that there was some further room for shares to fall in the near term after the report. The earnings per share miss didn’t do them any favors, especially at a time when Chinese stocks are coming under intense scrutiny and investors aren’t as willing to overlook surprises to the downside. Management’s forward guidance for the first quarter of 2022 was also a little soft compared to the consensus. But for those of us on the sidelines, any further selling should be viewed as a potential buying opportunity.</p><p>It might require a tough stomach, but there are voices from the bull camp calling NIO shares a buy right now. Earlier this week, Morgan Stanley analyst Tim Hsiao reiterated his Buy rating, while trimming his price target from a stale $66 to $34. In doing so he acknowledged the “elevating macro headwinds and severe supply challenges” as near-term challenges, but feels confident that the company’s “superior liquidity and revenue visibility have it well-positioned to ride out any economic downturn.”</p><h2>Massive Upside</h2><p>His new price target suggests there’s as much upside as 50% to be had from where shares closed on Thursday which should be tempting to even the most bearish of us. In a note to clients, Hsiao pointed out that NIO has “deep enough pockets to finance its growth ambitions with the net cash position at the end of 2021 set to cover more aggressive investments this year. Management also now expects net profit to reach break-even in Q4 of 2023, which could also help alleviate the pressure on investment cash outflow.”</p><p>The team over at Citi also took a relaxed view after Thursday’s earnings miss, saying on Friday morning that they were impressed with the strong vehicle margins that NIO delivered in Q4 even as prices for raw materials soared. Investors on the hunt for a bargain could do worse than take a look at NIO now, especially in light of the current downtrend shares find themselves in. The near-term headwinds are not to be ignored, but if you’re going to get involved in an EV stock, or any new frontier stock for that matter, you have to be forward-looking and focused on the long-term potential.</p><p>Earlier this week, Deutsche Bank reiterated their Buy rating on NIO, noting that “the tide seems to be finally turning for the Chinese EV stock”. Their $50 price target would have shared more than double from their current levels, so if your time horizon is long enough you have to be asking  yourself if now’s the time to start backing up the truck.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is NIO The Buy Of The Year?</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\">\nIs NIO The Buy Of The Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/><strong>marketbeat</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This might not be a question you were expecting to hear with regards to NIO (NYSE: NIO), whose shares are down almost 70% from last year’s all-time high, but it’s one worth asking. Because if one ...</p>\n\n<a href=\"https://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116489032","content_text":"This might not be a question you were expecting to hear with regards to NIO (NYSE: NIO), whose shares are down almost 70% from last year’s all-time high, but it’s one worth asking. Because if one thing’s for sure, the Shanghai headquartered electric vehicle (EV) maker knows how to keep investors on their toes. Their shares rallied close to 3,000% in the months after the COVID pandemic started, with many analysts calling them the next Tesla (NASDAQ: TSLA).Comparisons like this are always going to be made with any up-and-coming EV company, but NIO stock’s seemingly unlimited resistance to gravity initially made it all the more pertinent. So too, it could be said, has the stock’s subsequent fall from the highs, and it will surely be nailed down once and for all if it can recover in the coming weeks. There’s plenty afoot with NIO that suggests its shares might be about to kick off a much-needed rally.Mixed EarningsTheir Q4 earnings, released last night, gave investors and Wall Street a glimpse into the engine. Revenue for the quarter was ahead of analyst expectations and up 52% year on year, which helped to offset the slight miss on EPS. Delivery of vehicles for the fourth quarter of 2021 was up 44% compared to the same quarter the previous year, with total deliveries for 2021 up 109% compared to 2020. These are good numbers and suggest NIO’s revenue engine is building significant momentum. The timing is perfect too, with the effects of the Russian - Ukraine war on oil and gas prices causing many to think about switching permanently to an EV.Initial indications in Friday’s pre-market session however suggested that there was some further room for shares to fall in the near term after the report. The earnings per share miss didn’t do them any favors, especially at a time when Chinese stocks are coming under intense scrutiny and investors aren’t as willing to overlook surprises to the downside. Management’s forward guidance for the first quarter of 2022 was also a little soft compared to the consensus. But for those of us on the sidelines, any further selling should be viewed as a potential buying opportunity.It might require a tough stomach, but there are voices from the bull camp calling NIO shares a buy right now. Earlier this week, Morgan Stanley analyst Tim Hsiao reiterated his Buy rating, while trimming his price target from a stale $66 to $34. In doing so he acknowledged the “elevating macro headwinds and severe supply challenges” as near-term challenges, but feels confident that the company’s “superior liquidity and revenue visibility have it well-positioned to ride out any economic downturn.”Massive UpsideHis new price target suggests there’s as much upside as 50% to be had from where shares closed on Thursday which should be tempting to even the most bearish of us. In a note to clients, Hsiao pointed out that NIO has “deep enough pockets to finance its growth ambitions with the net cash position at the end of 2021 set to cover more aggressive investments this year. Management also now expects net profit to reach break-even in Q4 of 2023, which could also help alleviate the pressure on investment cash outflow.”The team over at Citi also took a relaxed view after Thursday’s earnings miss, saying on Friday morning that they were impressed with the strong vehicle margins that NIO delivered in Q4 even as prices for raw materials soared. Investors on the hunt for a bargain could do worse than take a look at NIO now, especially in light of the current downtrend shares find themselves in. The near-term headwinds are not to be ignored, but if you’re going to get involved in an EV stock, or any new frontier stock for that matter, you have to be forward-looking and focused on the long-term potential.Earlier this week, Deutsche Bank reiterated their Buy rating on NIO, noting that “the tide seems to be finally turning for the Chinese EV stock”. Their $50 price target would have shared more than double from their current levels, so if your time horizon is long enough you have to be asking  yourself if now’s the time to start backing up the truck.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034996939,"gmtCreate":1647747521333,"gmtModify":1676534262852,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"what's the price for entry?","listText":"what's the price for entry?","text":"what's the price for entry?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034996939","repostId":"2220430742","repostType":4,"repost":{"id":"2220430742","pubTimestamp":1647741823,"share":"https://ttm.financial/m/news/2220430742?lang=&edition=fundamental","pubTime":"2022-03-20 10:03","market":"us","language":"en","title":"Alibaba: Why I'm Not Selling A Single Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2220430742","media":"seekingalpha","summary":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.</li><li>Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.</li><li>However, things are likely to change in a big way for Alibaba investors.</li><li>Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.</li><li>Alibaba&#39;s business remains solid, growth should resume, and the company will likely become more profitable in future years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ca27bada17fe6e115be1eaa4822061\" tg-width=\"750\" tg-height=\"513\" referrerpolicy=\"no-referrer\"/><span>Philiphotographer/iStock Unreleased via Getty Images</span></p><p>I began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba&#39;s recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company&#39;s share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.</p><p><b>Alibaba Skyrockets On Beijing News</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa856eb9a75ce4c55e67c3d28a956fd7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/><span>BABA (StockCharts)</span></p><p>We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.</p><p>Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba&#39;s history. The most striking thing is that nothing material changed about Alibaba&#39;s business. The company&#39;s growth slowed a bit more than expected, and it&#39;s going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba&#39;s stock remains exceptionally cheap.</p><p><b>Alibaba Back Then And Now</b></p><p>Back then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba&#39;s stock dipped below $80 for the first time in about six years. In 2015 Alibaba&#39;s revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (&#34;TTM&#34;). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba&#39;s stock price was back at its post-IPO lows in recent days. I&#39;ve written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba&#39;s stock price is unjustly low and has a strong probability of moving significantly higher in future years.</p><p><b>Alibaba&#39;s Stock Is Remarkably Cheap</b></p><p>How cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba&#39;s revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company&#39;s growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.</p><p><b>The Bottom Line: Not Selling A Single Share</b></p><p>I&#39;m not selling a single Alibaba share here. As I&#39;ve written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba&#39;s, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company&#39;s stock is dirt cheap right now, and Alibaba&#39;s share price will likely appreciate considerably as the company advances in future years.</p><p><b>Here&#39;s what Alibaba&#39;s financials could look like as the company moves forward into 2025:</b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td></tr><tr><td>Revenues</td><td>$151B</td><td>$167B</td><td>$184B</td><td>$203B</td></tr><tr><td>Revenue growth</td><td>15.3%</td><td>10.6%</td><td>10.2%</td><td>10.3%</td></tr><tr><td>EPS</td><td>$10.25</td><td>$10.55</td><td>$13.12</td><td>$15.85</td></tr><tr><td>Forward P/E</td><td>12</td><td>15</td><td>18</td><td>20</td></tr><tr><td>Price</td><td>$127</td><td>$197</td><td>$285</td><td>$375</td></tr></tbody></table><p>Source: The Author</p><p>As we advance, Alibaba&#39;s revenue growth should continue to expand, and the company&#39;s profitability should continue improving. Moreover, the company&#39;s transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba&#39;s P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.</p><p><b>Risks To Consider</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company&#39;s ADRs. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Why I'm Not Selling A Single Share</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Why I'm Not Selling A Single Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220430742","content_text":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.However, things are likely to change in a big way for Alibaba investors.Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.Philiphotographer/iStock Unreleased via Getty ImagesI began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.Alibaba Skyrockets On Beijing NewsBABA (StockCharts)We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.Alibaba Back Then And NowBack then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (\"TTM\"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.Alibaba's Stock Is Remarkably CheapHow cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.The Bottom Line: Not Selling A Single ShareI'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.Here's what Alibaba's financials could look like as the company moves forward into 2025:Year2022202320242025Revenues$151B$167B$184B$203BRevenue growth15.3%10.6%10.2%10.3%EPS$10.25$10.55$13.12$15.85Forward P/E12151820Price$127$197$285$375Source: The AuthorAs we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.Risks To ConsiderWhile I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093386557,"gmtCreate":1643518060390,"gmtModify":1676533828019,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"On my watchlist to see when to buy some in","listText":"On my watchlist to see when to buy some in","text":"On my watchlist to see when to buy some in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093386557","repostId":"1191140677","repostType":4,"repost":{"id":"1191140677","pubTimestamp":1643509277,"share":"https://ttm.financial/m/news/1191140677?lang=&edition=fundamental","pubTime":"2022-01-30 10:21","market":"us","language":"en","title":"2 Dirt-Cheap Value Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1191140677","media":"Motley Fool","summary":"Growth stocks, on balance, have dramatically outperformed value stocks since the last major financia","content":"<html><head></head><body><p>Growth stocks, on balance, have dramatically outperformed value stocks since the last major financial crisis. Historically low federal fund rates (the rate at which banks lend to one another), combined with enormous levels of fiscal stimulus by the U.S. government, were the main drivers behind this unprecedented 14-year-long bull run in growth stocks.</p><p>But with the Federal Reserve poised to roll out a series of interest rate hikes this year, value stocks are probably going to outperform growth stocks for the foreseeable future. In fact, value stocks have already started trouncing growth stocks, in terms of their total return on capital, since the beginning of the fourth quarter of 2021.</p><p>With this powerful trend reversal in mind, investors may want to load up on high-quality value stocks during the opening weeks of 2022. Which value plays are the best buys right now? The dividend-paying pharmaceutical stocks <a href=\"https://laohu8.com/S/TAK\"><b>Takeda Pharmaceutical</b></a> and <a href=\"https://laohu8.com/S/VTRS\"><b>Viatris</b></a> are both currently trading at dirt-cheap valuations. Here&#39;s why investors may want to add these two drugmakers to their portfolios soon.</p><p><a href=\"https://laohu8.com/S/TAK\"><b>Takeda Pharmaceutical</b></a>: An incredibly cheap high-yield dividend stock</p><p>Japanese pharma giant Takeda was one of the few major drug manufacturers to lose ground during the 14-year-long bull market. Various clinical setbacks, upcoming patent expiries, a highly leveraged balance sheet due to itsacquisitionof the rare disease specialist Shire, and a lack of a franchise-level medication all weighed on its shares during this period. Takeda&#39;s shares, in fact, have lost almost a third of their value in just the past three years. However, the company&#39;s stock now appears primed for a major reversal for three key reasons.</p><p>First off, Takeda&#39;s Wave 1 clinical pipeline has started to generate some truly high-value commercial products recently. Late last year, for instance, the company scored two important U.S. regulatory approvals for the post-transplant cytomegalovirus infection drug Livtencity and the niche lung cancer medication Exkivity. Takeda believes these two drugs will help drive respectable levels of top-line growth all the way out to fiscal year 2030 and keep its ongoing deleveraging process on track.</p><p>Second, Takeda&#39;s stock is presently trading at 1.5 times fiscal year 2022 projected sales. That&#39;s easily one of the lower price-to-sales ratios in the major drug manufacturing space right now. Takeda, in effect, is a bona fide value stock. This ought to benefit the drugmaker&#39;s share price in the current value-oriented market.</p><p>Third, Takeda pays out a sky-high annualized dividend yield of 5.6% right now. The company&#39;s stellar yield is also well-funded, evinced by its fairly low payout ratio of 59.4%.</p><p>All told, Takeda&#39;s stock ought to shine as investors rotate into pure-play value stocks and away from riskier growth equities.</p><p><a href=\"https://laohu8.com/S/VTRS\"><b>Viatris</b></a>: Stability and a top dividend yield</p><p>Viatris is a generic and biosimilar drug company. Since itsformationa little over a year ago, the company&#39;s shares have fallen by over 10.4%. Viatris&#39; stock has so farfailed to exciteinvestors due to itsdebt-laden balance sheet, lack of clear-cut growth products, and rather modest long-term outlook. The company, after all, isn&#39;t expecting sustainable top-line growth until 2024.</p><p>Despite these headwinds, however, Viatris stock should appeal to investors with an eye toward value. The long and short of it is that Viatris&#39; stock is among the absolute cheapest within the realm of dividend-paying pharma stocks right now. Underscoring this point, the drugmaker&#39;s shares are presently trading at less than one time forward-looking sales. What&#39;s more, Viatris currently offers shareholders an above-average yield -- relative to its peer group -- of 3.29% on an annualized basis.</p><p>So while Viatris stock isn&#39;t going to make shareholders rich anytime soon, this pharma stock does come across as a highly safe investing vehicle, thanks to its bargain bin valuation and attractive dividend yield. And Viatris&#39; top-notch margin of safety should prove to be a winning feature in this risk-averse market.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Dirt-Cheap Value Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Dirt-Cheap Value Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-30 10:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/29/2-dirt-cheap-value-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks, on balance, have dramatically outperformed value stocks since the last major financial crisis. Historically low federal fund rates (the rate at which banks lend to one another), ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/29/2-dirt-cheap-value-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TAK":"武田制药","VTRS":"Viatris Inc."},"source_url":"https://www.fool.com/investing/2022/01/29/2-dirt-cheap-value-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191140677","content_text":"Growth stocks, on balance, have dramatically outperformed value stocks since the last major financial crisis. Historically low federal fund rates (the rate at which banks lend to one another), combined with enormous levels of fiscal stimulus by the U.S. government, were the main drivers behind this unprecedented 14-year-long bull run in growth stocks.But with the Federal Reserve poised to roll out a series of interest rate hikes this year, value stocks are probably going to outperform growth stocks for the foreseeable future. In fact, value stocks have already started trouncing growth stocks, in terms of their total return on capital, since the beginning of the fourth quarter of 2021.With this powerful trend reversal in mind, investors may want to load up on high-quality value stocks during the opening weeks of 2022. Which value plays are the best buys right now? The dividend-paying pharmaceutical stocks Takeda Pharmaceutical and Viatris are both currently trading at dirt-cheap valuations. Here's why investors may want to add these two drugmakers to their portfolios soon.Takeda Pharmaceutical: An incredibly cheap high-yield dividend stockJapanese pharma giant Takeda was one of the few major drug manufacturers to lose ground during the 14-year-long bull market. Various clinical setbacks, upcoming patent expiries, a highly leveraged balance sheet due to itsacquisitionof the rare disease specialist Shire, and a lack of a franchise-level medication all weighed on its shares during this period. Takeda's shares, in fact, have lost almost a third of their value in just the past three years. However, the company's stock now appears primed for a major reversal for three key reasons.First off, Takeda's Wave 1 clinical pipeline has started to generate some truly high-value commercial products recently. Late last year, for instance, the company scored two important U.S. regulatory approvals for the post-transplant cytomegalovirus infection drug Livtencity and the niche lung cancer medication Exkivity. Takeda believes these two drugs will help drive respectable levels of top-line growth all the way out to fiscal year 2030 and keep its ongoing deleveraging process on track.Second, Takeda's stock is presently trading at 1.5 times fiscal year 2022 projected sales. That's easily one of the lower price-to-sales ratios in the major drug manufacturing space right now. Takeda, in effect, is a bona fide value stock. This ought to benefit the drugmaker's share price in the current value-oriented market.Third, Takeda pays out a sky-high annualized dividend yield of 5.6% right now. The company's stellar yield is also well-funded, evinced by its fairly low payout ratio of 59.4%.All told, Takeda's stock ought to shine as investors rotate into pure-play value stocks and away from riskier growth equities.Viatris: Stability and a top dividend yieldViatris is a generic and biosimilar drug company. Since itsformationa little over a year ago, the company's shares have fallen by over 10.4%. Viatris' stock has so farfailed to exciteinvestors due to itsdebt-laden balance sheet, lack of clear-cut growth products, and rather modest long-term outlook. The company, after all, isn't expecting sustainable top-line growth until 2024.Despite these headwinds, however, Viatris stock should appeal to investors with an eye toward value. The long and short of it is that Viatris' stock is among the absolute cheapest within the realm of dividend-paying pharma stocks right now. Underscoring this point, the drugmaker's shares are presently trading at less than one time forward-looking sales. What's more, Viatris currently offers shareholders an above-average yield -- relative to its peer group -- of 3.29% on an annualized basis.So while Viatris stock isn't going to make shareholders rich anytime soon, this pharma stock does come across as a highly safe investing vehicle, thanks to its bargain bin valuation and attractive dividend yield. And Viatris' top-notch margin of safety should prove to be a winning feature in this risk-averse market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834187159,"gmtCreate":1629780469071,"gmtModify":1676530129183,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"If crosses the $150 mark.. there’ll be a spurt","listText":"If crosses the $150 mark.. there’ll be a spurt","text":"If crosses the $150 mark.. there’ll be a spurt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834187159","repostId":"1104413070","repostType":4,"repost":{"id":"1104413070","pubTimestamp":1629776596,"share":"https://ttm.financial/m/news/1104413070?lang=&edition=fundamental","pubTime":"2021-08-24 11:43","market":"us","language":"en","title":"Apple: The $150 Struggle Is Real","url":"https://stock-news.laohu8.com/highlight/detail?id=1104413070","media":"seekingalpha","summary":"Summary\n\nApple is struggling to push past a ceiling on the stock at $150.\n5G iPhone units sold in FY","content":"<p>Summary</p>\n<ul>\n <li>Apple is struggling to push past a ceiling on the stock at $150.</li>\n <li>5G iPhone units sold in FY21 so far make for a high hurdle in FY22.</li>\n <li>The stock trades at an insanely 27x FY22 EPS estimates with minimal growth rates going forward.</li>\n <li>Looking for a helping hand in the market? Members of Out Fox The Street get exclusive ideas and guidance to navigate any climate.</li>\n</ul>\n<p>The COVID-19 work-from-home economy of 2020 provided a massive boost to technology companies that won't repeat over the next year.<b>Apple</b>(AAPL) was one of the biggest beneficiaries of forced technology spending over the last year with workers and students needing more computing power at home. My&nbsp;investment thesis&nbsp;is Bearish with the stock pressing towards all-time highs at $150 while business growth is decelerating.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2833adb73160ceb3c63fe72432275f37\" tg-width=\"990\" tg-height=\"400\" referrerpolicy=\"no-referrer\"><span>Source:FinViz</span></p>\n<p><b>Recency Bias</b></p>\n<p>One of the biggest mistakes made in the stock market is recency bias. An investor will naturally overweight the recent results of a business in deriving the correct current valuation for an equity.</p>\n<p>The current stock price is a prime example for Apple. The tech. giant has a huge history of growing over time, but Apple has also had a couple of periods in the last decade where revenues declined.</p>\n<p>The recent accelerated growth and shift to recurring services shouldn't alter one's view that Apple is still product-focused and will constantly run into down cycles. Investors must consider these likely outcomes when valuing the stock, but the current valuation is based on a recency bias of elevated growth in the last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c80ba648538a7ec2481f78d288a21089\" tg-width=\"635\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Even after another sterling quarter, analyst estimates are still forecasting a period of up to 4 years where Apple doesn't generate revenue growth in excess of 6%. TheFQ3'21 resultswere blow away numbers with revenues topping $80 billion and beating estimates by over $8 billion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e1270cfc2e38d684e537fbccbca74f\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alphaearnings estimates</span></p>\n<p>The problem is that Apple had a nearly perfect quarter. The company admitted that Services revenue won't repeat the 33% growth in the June quarter and these tough comps are problematic for growth in future periods. Investors should easily understand that any growth after reporting a year with 33% growth is impressive, but some post covid slowdowns shouldn't be surprising.</p>\n<p>Right now though, Apple is still priced for excessive growth. A lot of the stock price gains in the last few years are attributed all to expanding P/E multiples. One only has to go back to 2016 for when Apple only traded at 10x trailing earnings. The stock now trades at nearly 30x trailing earnings, or nearly 3x the multiple from just 5 years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81f37f5c091cf6d63d100cf23afd6d94\" tg-width=\"635\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>If Apple only traded at 15x trailing earnings, the stock would trade closer to $75, not $150. For this reason, the stock has struggled to break above $150 for a while now.</p>\n<p>While the market forecasts 3% revenue growth for FY22, Citi analyst Wamsi Mohanmade it clearreal risk exists for Apple to actually report revenue and gross profit dollars down YoY in the first 3 quarters of the fiscal year:</p>\n<blockquote>\n Apple could be faced with the dual headwinds of tougher comps and weaker demand in Hardware only modestly offset by any Services re-acceleration. Revenue growth for F4Q was guided lower than the 36% y/y growth in F3Q, but the upcoming Dec, March and now even June quarters could be down y/y in revs and gross profit dollars given several headwinds.\n</blockquote>\n<p><b>iPhone 5G Cycle</b></p>\n<p>History tells us that Apple regularly has these product cycles and covid lockdowns should accelerate the likelihood of a future quarter with trough numbers. In addition, the 5G iPhone cycle should advance these normal cycles with sales pushed from the normal quarter into the December quarter last year. Normal sales for the iPhone 13 in the September quarter will accelerate the tough comps in the December quarter and on into FY22.</p>\n<p>TheCounterpoint chart&nbsp;highlights how the iPhone 12/5G cycle has elevated sales to a level where Apple faces tough comps in FY22. Not only were FQ1'21 sales elevated, but the FQ2'21/FQ3'21 units sold were far in excess of the prior two years.<img src=\"https://static.tigerbbs.com/df98a198f9efe54054ca28995635b11c\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n<p>No real explanation exists for higher sales other than covid demand pulled forward and the 5G cycle. Even normal market growth wouldn't lead to unit sales surging somewhere in the 50% range for the March and June quarters from prior-year levels.</p>\n<p>Investors really have to question whether Apple can sell over 60 million units again in the March quarter and another 50 million units in the June quarter. Even selling iPhones at higher ASPs might not be enough to offset some declines in units sold.</p>\n<p>The crazy part here is that historical norms support Apple reporting some tough comps in the next year and going on to substantial growth in the next decade. The company has Services revenues up to $17.5 billion in quarterly sales accounting for some 21% of sales for the first 9 months of FY21.</p>\n<p>Apple is poised to roll these recurring revenues into more consistent growth, but the growth rates will be as annual revenues top $400 billion. Without the recency bias of the last year, investors would understand this concept and appropriately value the stock at a more normal valuation of ~15x future earnings.</p>\n<p>If the tech giant earns $5.92 in even FY23, the stock would only trade at $89 using a 15x multiple. Remember, one would normally question whether Apple even deserves a 15x forward multiple when earnings are only forecast to grow at a 5% clip in FY23. A stock usually struggles to trade at forward P/E multiples of 2x the growth rate, not 3x the growth rate.</p>\n<p><b>Takeaway</b></p>\n<p>The key investor takeaway is that investors should clearly understand why Apple is struggling to push beyond $150. The stock is already insanely expensive for the normalized growth rates going forward and the real risk that the tech giant actually reports a few quarters where revenues decline.</p>\n<p>Investors should be selling Apple at $150, not looking to buy even more shares at a price where the annualized returns should be weak.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: The $150 Struggle Is Real</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: The $150 Struggle Is Real\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451389-apple-the-150-struggle-is-real><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple is struggling to push past a ceiling on the stock at $150.\n5G iPhone units sold in FY21 so far make for a high hurdle in FY22.\nThe stock trades at an insanely 27x FY22 EPS estimates ...</p>\n\n<a href=\"https://seekingalpha.com/article/4451389-apple-the-150-struggle-is-real\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4451389-apple-the-150-struggle-is-real","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1104413070","content_text":"Summary\n\nApple is struggling to push past a ceiling on the stock at $150.\n5G iPhone units sold in FY21 so far make for a high hurdle in FY22.\nThe stock trades at an insanely 27x FY22 EPS estimates with minimal growth rates going forward.\nLooking for a helping hand in the market? Members of Out Fox The Street get exclusive ideas and guidance to navigate any climate.\n\nThe COVID-19 work-from-home economy of 2020 provided a massive boost to technology companies that won't repeat over the next year.Apple(AAPL) was one of the biggest beneficiaries of forced technology spending over the last year with workers and students needing more computing power at home. My investment thesis is Bearish with the stock pressing towards all-time highs at $150 while business growth is decelerating.\nSource:FinViz\nRecency Bias\nOne of the biggest mistakes made in the stock market is recency bias. An investor will naturally overweight the recent results of a business in deriving the correct current valuation for an equity.\nThe current stock price is a prime example for Apple. The tech. giant has a huge history of growing over time, but Apple has also had a couple of periods in the last decade where revenues declined.\nThe recent accelerated growth and shift to recurring services shouldn't alter one's view that Apple is still product-focused and will constantly run into down cycles. Investors must consider these likely outcomes when valuing the stock, but the current valuation is based on a recency bias of elevated growth in the last year.\nData byYCharts\nEven after another sterling quarter, analyst estimates are still forecasting a period of up to 4 years where Apple doesn't generate revenue growth in excess of 6%. TheFQ3'21 resultswere blow away numbers with revenues topping $80 billion and beating estimates by over $8 billion.\nSource: Seeking Alphaearnings estimates\nThe problem is that Apple had a nearly perfect quarter. The company admitted that Services revenue won't repeat the 33% growth in the June quarter and these tough comps are problematic for growth in future periods. Investors should easily understand that any growth after reporting a year with 33% growth is impressive, but some post covid slowdowns shouldn't be surprising.\nRight now though, Apple is still priced for excessive growth. A lot of the stock price gains in the last few years are attributed all to expanding P/E multiples. One only has to go back to 2016 for when Apple only traded at 10x trailing earnings. The stock now trades at nearly 30x trailing earnings, or nearly 3x the multiple from just 5 years ago.\nData byYCharts\nIf Apple only traded at 15x trailing earnings, the stock would trade closer to $75, not $150. For this reason, the stock has struggled to break above $150 for a while now.\nWhile the market forecasts 3% revenue growth for FY22, Citi analyst Wamsi Mohanmade it clearreal risk exists for Apple to actually report revenue and gross profit dollars down YoY in the first 3 quarters of the fiscal year:\n\n Apple could be faced with the dual headwinds of tougher comps and weaker demand in Hardware only modestly offset by any Services re-acceleration. Revenue growth for F4Q was guided lower than the 36% y/y growth in F3Q, but the upcoming Dec, March and now even June quarters could be down y/y in revs and gross profit dollars given several headwinds.\n\niPhone 5G Cycle\nHistory tells us that Apple regularly has these product cycles and covid lockdowns should accelerate the likelihood of a future quarter with trough numbers. In addition, the 5G iPhone cycle should advance these normal cycles with sales pushed from the normal quarter into the December quarter last year. Normal sales for the iPhone 13 in the September quarter will accelerate the tough comps in the December quarter and on into FY22.\nTheCounterpoint chart highlights how the iPhone 12/5G cycle has elevated sales to a level where Apple faces tough comps in FY22. Not only were FQ1'21 sales elevated, but the FQ2'21/FQ3'21 units sold were far in excess of the prior two years.\nNo real explanation exists for higher sales other than covid demand pulled forward and the 5G cycle. Even normal market growth wouldn't lead to unit sales surging somewhere in the 50% range for the March and June quarters from prior-year levels.\nInvestors really have to question whether Apple can sell over 60 million units again in the March quarter and another 50 million units in the June quarter. Even selling iPhones at higher ASPs might not be enough to offset some declines in units sold.\nThe crazy part here is that historical norms support Apple reporting some tough comps in the next year and going on to substantial growth in the next decade. The company has Services revenues up to $17.5 billion in quarterly sales accounting for some 21% of sales for the first 9 months of FY21.\nApple is poised to roll these recurring revenues into more consistent growth, but the growth rates will be as annual revenues top $400 billion. Without the recency bias of the last year, investors would understand this concept and appropriately value the stock at a more normal valuation of ~15x future earnings.\nIf the tech giant earns $5.92 in even FY23, the stock would only trade at $89 using a 15x multiple. Remember, one would normally question whether Apple even deserves a 15x forward multiple when earnings are only forecast to grow at a 5% clip in FY23. A stock usually struggles to trade at forward P/E multiples of 2x the growth rate, not 3x the growth rate.\nTakeaway\nThe key investor takeaway is that investors should clearly understand why Apple is struggling to push beyond $150. The stock is already insanely expensive for the normalized growth rates going forward and the real risk that the tech giant actually reports a few quarters where revenues decline.\nInvestors should be selling Apple at $150, not looking to buy even more shares at a price where the annualized returns should be weak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836479560,"gmtCreate":1629518584950,"gmtModify":1676530064322,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Doesn’t sound too good","listText":"Doesn’t sound too good","text":"Doesn’t sound too good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836479560","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","pubTimestamp":1629509852,"share":"https://ttm.financial/m/news/1107075259?lang=&edition=fundamental","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<blockquote>\n <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p>\n<p>At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p>\n<p>After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p>\n<p>As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p>\n<p>“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p>\n<p>The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p>\n<p>“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p>\n<p>“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p>\n<p>The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p>\n<p>The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p>\n<p>“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p>\n<p>It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p>\n<p>If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p>\n<p>“We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p>\n<p>But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p>\n<p>For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p>\n<p>“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p>\n<p>With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p>\n<p>“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p>\n<p>Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla</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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832184602,"gmtCreate":1629598650206,"gmtModify":1676530076149,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Prices for these companies shares have risen exponentially... but is there still room for growth?","listText":"Prices for these companies shares have risen exponentially... but is there still room for growth?","text":"Prices for these companies shares have risen exponentially... but is there still room for growth?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832184602","repostId":"2161745179","repostType":4,"repost":{"id":"2161745179","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629500040,"share":"https://ttm.financial/m/news/2161745179?lang=&edition=fundamental","pubTime":"2021-08-21 06:54","market":"hk","language":"en","title":"Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine","url":"https://stock-news.laohu8.com/highlight/detail?id=2161745179","media":"Dow Jones","summary":"Pfizer Inc. $(PFE)$ and U.S. shares of BioNTech SE (BNTX) rose in the extended session Friday follow","content":"<p>Pfizer Inc. <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and U.S. shares of <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.</p>\n<p></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>Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine</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\">\nPfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-21 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Pfizer Inc. <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and U.S. shares of <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161745179","content_text":"Pfizer Inc. $(PFE)$ and U.S. shares of BioNTech SE (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804539626,"gmtCreate":1627963001565,"gmtModify":1703498706065,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Is it over priced now to enter the market?","listText":"Is it over priced now to enter the market?","text":"Is it over priced now to enter the market?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804539626","repostId":"1121927855","repostType":4,"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193466069024920,"gmtCreate":1688285091886,"gmtModify":1688285095983,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Thanks 🙏🏻&nbsp;","listText":"Thanks 🙏🏻&nbsp;","text":"Thanks 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/193466069024920","repostId":"193328488579224","repostType":1,"repost":{"id":193328488579224,"gmtCreate":1688251502910,"gmtModify":1688260828928,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"FLJP Franklin FTSE Japan ETF - My Tactical Bet on Japanese Stocks","htmlText":"🌟🌟🌟<a href=\"https://ttm.financial/S/FLJP\">$Franklin FTSE Japan ETF(FLJP)$ </a>&nbsp;is great way to gain exposure to the recent phenomenal rise in Japanese stocks. In recent times the Nikkei Index hit a new 33 year high and is up over 20% year to date.&nbsp; In April 2023, Warren Buffett increased his stake in Japan 's 5 largest trading houses.&nbsp; &nbsp; He said that he likes these stocks' earnings yields and dividends.&nbsp; In fact the Nikkei has paid a higher dividend yield than the S&amp;P500 for the last 2 years. In just 1 trade, I gain instant access to the largest and strongest Japanese companies like Toyota Motor, Sony Group, Keyence Corp. Mitsubishi UFJ Financial Group and many others.&nbsp; The total number of holdings is 515. I like&nbsp;","listText":"🌟🌟🌟<a href=\"https://ttm.financial/S/FLJP\">$Franklin FTSE Japan ETF(FLJP)$ </a>&nbsp;is great way to gain exposure to the recent phenomenal rise in Japanese stocks. In recent times the Nikkei Index hit a new 33 year high and is up over 20% year to date.&nbsp; In April 2023, Warren Buffett increased his stake in Japan 's 5 largest trading houses.&nbsp; &nbsp; He said that he likes these stocks' earnings yields and dividends.&nbsp; In fact the Nikkei has paid a higher dividend yield than the S&amp;P500 for the last 2 years. In just 1 trade, I gain instant access to the largest and strongest Japanese companies like Toyota Motor, Sony Group, Keyence Corp. Mitsubishi UFJ Financial Group and many others.&nbsp; The total number of holdings is 515. I like&nbsp;","text":"🌟🌟🌟$Franklin FTSE Japan ETF(FLJP)$ is great way to gain exposure to the recent phenomenal rise in Japanese stocks. In recent times the Nikkei Index hit a new 33 year high and is up over 20% year to date. In April 2023, Warren Buffett increased his stake in Japan 's 5 largest trading houses. He said that he likes these stocks' earnings yields and dividends. In fact the Nikkei has paid a higher dividend yield than the S&P500 for the last 2 years. In just 1 trade, I gain instant access to the largest and strongest Japanese companies like Toyota Motor, Sony Group, Keyence Corp. Mitsubishi UFJ Financial Group and many others. The total number of holdings is 515. I like","images":[{"img":"https://community-static.tradeup.com/news/0a670631cc98a92c8cc925728c459054","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/b0e43d683f4692bf41bff8d5c7046f94","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/bb32b224232f16c2e5e9bb856f7e03d2","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193328488579224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095785825,"gmtCreate":1644994027450,"gmtModify":1676533984516,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Hopefully will reflect in increase in share prices&nbsp;","listText":"Hopefully will reflect in increase in share prices&nbsp;","text":"Hopefully will reflect in increase in share prices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095785825","repostId":"1114861241","repostType":4,"repost":{"id":"1114861241","pubTimestamp":1644983408,"share":"https://ttm.financial/m/news/1114861241?lang=&edition=fundamental","pubTime":"2022-02-16 11:50","market":"us","language":"en","title":"Apple Is Poised for Big Gains Amid Spring Hardware Launches","url":"https://stock-news.laohu8.com/highlight/detail?id=1114861241","media":"InvestorPlace","summary":"Apple(NASDAQ:AAPL), the most valuable global corporation, is a staple in many portfolios due to many","content":"<html><head></head><body><p><b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), the most valuable global corporation, is a staple in many portfolios due to many pulling factors. Although not a growth stock in its strictest sense, it is still considered one. And its recent quarterly results are ample proof that AAPL stock is a safe haven that can defy the odds and consistently reward investors.</p><p>The high valuation accorded to the stock is attributable to the“stickiness” of the Apple ecosystem, or its ability to retain users, Loup Funds co-founder Gene Munster said.</p><p>The active iPhone user base has swelled to 1.8 billion, the company said on its December quarter earnings call. The statistic is commendable, as it has come despite macroeconomic headwinds and speaks loudly of the strong demand for Cupertino’s products.</p><p>AAPL Stock Historically Outperforms In 2H</p><p>Historically, Apple stock performs better in the second half of the year. The reason is not hard to guess. The company has its most important hardware launch event of the year in the second half. Moreover, the company has its best sales performance in the December quarter, which encompasses the holiday selling season.</p><p>Here’s how Apple stock fared in each half the calendar years since 2014:</p><p><img src=\"https://static.tigerbbs.com/e658a081e25b1601bd423f41d39a61a9\" tg-width=\"486\" tg-height=\"248\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Chart By: Shanthi Rexaline</p><p>Although there have been outlier years, typically Apple stock has done well in the second half more often than in the first half. The trailing three fiscal years have demonstrated this very clearly. Apple has been riding high on the back of an extended iPhone supercycle. Supercycle is a period of elevated sales for a product.</p><p>The current iPhone supercycle was set in motion by the introduction of the 5G-enabled iPhone 12 lineup in late 2020, and it is expected to extend through 2022.</p><p>December-quarter results reported last month showed that Apple’s iPhone sales jumped 94% quarter-over-quarter to$71.63 billion, or about 58% of the total revenues. On a year-over-year basis, the growth was 9.2%.</p><p>Why Things Can Be Different This Time for AAPL Stock</p><p>This time around, AAPL stock has some key first-half catalysts that can move the needle for the stock.<i>Bloomberg</i> columnist Mark Gurman has suggested that Apple’sfirst hardware event could come as early as March 8. Gurman has track record of predicting Apple events and launches with fairly good accuracy.</p><p>Apple will announce its next-gen iPhone SE, a low-cost, affordable phone, at the event. This first update to the iPhone SE model in two years will add 5G capabilities, an improved camera and a faster processor. An improved iPad with 5G capabilities is also in the pipeline.</p><p>Gurman is bracing for a new Mac armed with in-house Apple chips as well. Apple will also release the next iteration of its operating system – the iOS 15.4, which could come with Face ID support for people wearing masks, Gurman said. He also expects the unveil of a Universal Control that lets Apple customers use a single keypad and track pad across Apple devices.</p><p>Apple’s annual Worldwide Developers Conference will follow in June. The company will likely round off the year with more than one fall hardware launch events, wherein it would release the next-iteration of the iPhone.</p><p>Services Lynchpin For Apple’s Growth</p><p>The emergence of Apple’s Services business as one of the major profit centers has helped the company take seasonality out of its business to some extent. The share of Apple’s total revenue that Services makes up has been increasing over the recent quarters.</p><p>The Services business’s contribution to total revenues topped 20% in the third and fourth quarters of the fiscal year 2021. The share dipped to about 15% in the December quarter, as historically the holiday quarter has heavy weighting toward product sales.</p><p>Another noteworthy aspect about the business is its superior margin profile. Apple’s 10-Q filing shows the gross margin of the Services business stood at 69.7% in FY2021 compared to 35.3% for products.</p><p>The Bottom Line on AAPL Stock</p><p>Cupertino has signaled that component shortages are easing. This will likely remove supply-side bottlenecks, allowing the company to produce enough to meet the robust demand.</p><p>Wedbush analyst Daniel Ives is of the view the underlying growth factors continue to be supportive for tech stocks in 2022. The analyst sees the risk-reward for “front tech stalwarts” such as Apple and <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) as “compelling … at current levels.”</p><p>Apple’s shares have shed about 3% in the year-to-date period amid macroeconomic worries and the tech sell-off. The correction has made Apple’s stock more attractive in terms of valuation. AAPL stock currently trades at 28.3 times forward earnings, only slightly higher than <b>S&amp;P 500’s</b> 24.56.</p><p>The average analysts’ price target for AAPL stock is $193.02, according to<i>TipRanks</i>. This suggests the stock has about 12% upside from current levels. Given the stock’s recent underperformance and the multiple catalysts that will likely materialize in the coming months, Apple could be ripe for picking.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Is Poised for Big Gains Amid Spring Hardware Launches</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Is Poised for Big Gains Amid Spring Hardware Launches\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/apple-is-poised-for-big-gains-amid-spring-hardware-launches/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL), the most valuable global corporation, is a staple in many portfolios due to many pulling factors. Although not a growth stock in its strictest sense, it is still considered one. ...</p>\n\n<a href=\"https://investorplace.com/2022/02/apple-is-poised-for-big-gains-amid-spring-hardware-launches/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2022/02/apple-is-poised-for-big-gains-amid-spring-hardware-launches/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114861241","content_text":"Apple(NASDAQ:AAPL), the most valuable global corporation, is a staple in many portfolios due to many pulling factors. Although not a growth stock in its strictest sense, it is still considered one. And its recent quarterly results are ample proof that AAPL stock is a safe haven that can defy the odds and consistently reward investors.The high valuation accorded to the stock is attributable to the“stickiness” of the Apple ecosystem, or its ability to retain users, Loup Funds co-founder Gene Munster said.The active iPhone user base has swelled to 1.8 billion, the company said on its December quarter earnings call. The statistic is commendable, as it has come despite macroeconomic headwinds and speaks loudly of the strong demand for Cupertino’s products.AAPL Stock Historically Outperforms In 2HHistorically, Apple stock performs better in the second half of the year. The reason is not hard to guess. The company has its most important hardware launch event of the year in the second half. Moreover, the company has its best sales performance in the December quarter, which encompasses the holiday selling season.Here’s how Apple stock fared in each half the calendar years since 2014:Source: Chart By: Shanthi RexalineAlthough there have been outlier years, typically Apple stock has done well in the second half more often than in the first half. The trailing three fiscal years have demonstrated this very clearly. Apple has been riding high on the back of an extended iPhone supercycle. Supercycle is a period of elevated sales for a product.The current iPhone supercycle was set in motion by the introduction of the 5G-enabled iPhone 12 lineup in late 2020, and it is expected to extend through 2022.December-quarter results reported last month showed that Apple’s iPhone sales jumped 94% quarter-over-quarter to$71.63 billion, or about 58% of the total revenues. On a year-over-year basis, the growth was 9.2%.Why Things Can Be Different This Time for AAPL StockThis time around, AAPL stock has some key first-half catalysts that can move the needle for the stock.Bloomberg columnist Mark Gurman has suggested that Apple’sfirst hardware event could come as early as March 8. Gurman has track record of predicting Apple events and launches with fairly good accuracy.Apple will announce its next-gen iPhone SE, a low-cost, affordable phone, at the event. This first update to the iPhone SE model in two years will add 5G capabilities, an improved camera and a faster processor. An improved iPad with 5G capabilities is also in the pipeline.Gurman is bracing for a new Mac armed with in-house Apple chips as well. Apple will also release the next iteration of its operating system – the iOS 15.4, which could come with Face ID support for people wearing masks, Gurman said. He also expects the unveil of a Universal Control that lets Apple customers use a single keypad and track pad across Apple devices.Apple’s annual Worldwide Developers Conference will follow in June. The company will likely round off the year with more than one fall hardware launch events, wherein it would release the next-iteration of the iPhone.Services Lynchpin For Apple’s GrowthThe emergence of Apple’s Services business as one of the major profit centers has helped the company take seasonality out of its business to some extent. The share of Apple’s total revenue that Services makes up has been increasing over the recent quarters.The Services business’s contribution to total revenues topped 20% in the third and fourth quarters of the fiscal year 2021. The share dipped to about 15% in the December quarter, as historically the holiday quarter has heavy weighting toward product sales.Another noteworthy aspect about the business is its superior margin profile. Apple’s 10-Q filing shows the gross margin of the Services business stood at 69.7% in FY2021 compared to 35.3% for products.The Bottom Line on AAPL StockCupertino has signaled that component shortages are easing. This will likely remove supply-side bottlenecks, allowing the company to produce enough to meet the robust demand.Wedbush analyst Daniel Ives is of the view the underlying growth factors continue to be supportive for tech stocks in 2022. The analyst sees the risk-reward for “front tech stalwarts” such as Apple and Microsoft(NASDAQ:MSFT) as “compelling … at current levels.”Apple’s shares have shed about 3% in the year-to-date period amid macroeconomic worries and the tech sell-off. The correction has made Apple’s stock more attractive in terms of valuation. AAPL stock currently trades at 28.3 times forward earnings, only slightly higher than S&P 500’s 24.56.The average analysts’ price target for AAPL stock is $193.02, according toTipRanks. This suggests the stock has about 12% upside from current levels. Given the stock’s recent underperformance and the multiple catalysts that will likely materialize in the coming months, Apple could be ripe for picking.","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092867360,"gmtCreate":1644588328365,"gmtModify":1676533943946,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"Oh my... oil prices going up again","listText":"Oh my... oil prices going up again","text":"Oh my... oil prices going up again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092867360","repostId":"1116334402","repostType":4,"repost":{"id":"1116334402","pubTimestamp":1644581882,"share":"https://ttm.financial/m/news/1116334402?lang=&edition=fundamental","pubTime":"2022-02-11 20:18","market":"fut","language":"en","title":"Oil Prices Gain after IEA Says Market Tight","url":"https://stock-news.laohu8.com/highlight/detail?id=1116334402","media":"Reuters","summary":"(Reuters) - Oil prices rose on Friday after the International Energy Agency (IEA) said oil markets w","content":"<html><head></head><body><p>(Reuters) - Oil prices rose on Friday after the International Energy Agency (IEA) said oil markets were tight, but were still heading for weekly losses on inflation worries and U.S.-Iran which could boost global supplies.</p><p>Brent crude futures rose $1.01, or 1.1%, to $92.42 a barrel at 1203 GMT, while U.S. West Texas Intermediate crude gained $1.15, or 1.3%, to $91.03 a barrel.</p><p>Prices are on track for their first weekly decline after seven consecutive weekly gains, however.</p><p>Saudi Arabia and the United Arab Emirates could help to calm volatile oil markets if they pumped more crude, the IEA said on Friday, adding that the OPEC+ alliance produced 900,000 barrels per day (bpd) below target in January.</p><p>The two OPEC+ producers have the most spare production capacity and could help to relieve dwindling global oil inventories that have been among factors pushing prices towards $100 a barrel, deepening inflation worldwide.</p><p>The IEA also raised its 2022 demand forecast by 800,000 bpd based on revisions to historical data. It expects global demand to expand by 3.2 million bpd this year reaching an all-time record 100.6 million bpd.</p><p>This comes after the Organization of the Petroleum Exporting Countries (OPEC) said that world oil demand might rise even more steeply this year amid a strong post-pandemic economic recovery.</p><p>The prospect of an aggressive U.S. Federal Reserve interest rate hike and ongoing talks between the United States and Iran on the latter&#39;s nuclear programme capped further gains in prices, however.</p><p>&#34;Yesterday&#39;s inflation number likely puts more pressure on the U.S. Fed to act more aggressively with rate hikes. This expectation is weighing on oil and the broader commodities complex somewhat,&#34; said Warren Patterson, ING&#39;s head of commodities research.</p><p>St. Louis Federal Reserve Bank President James Bullard had said he wanted a full percentage point of interest rate hikes by July 1, following the release of U.S. inflation data that saw its biggest annual increase in 40 years.read more</p><p>Indirect talks between the United States and Iran to revive a nuclear deal, resumed this week after a 10-day break. A deal could see the lifting of sanctions on Iranian oil and ease global supply tightness.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Prices Gain after IEA Says Market Tight</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Prices Gain after IEA Says Market Tight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 20:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/markets/europe/oil-prices-slip-hot-us-inflation-concerns-2022-02-11/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Oil prices rose on Friday after the International Energy Agency (IEA) said oil markets were tight, but were still heading for weekly losses on inflation worries and U.S.-Iran which could ...</p>\n\n<a href=\"https://www.reuters.com/markets/europe/oil-prices-slip-hot-us-inflation-concerns-2022-02-11/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/markets/europe/oil-prices-slip-hot-us-inflation-concerns-2022-02-11/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116334402","content_text":"(Reuters) - Oil prices rose on Friday after the International Energy Agency (IEA) said oil markets were tight, but were still heading for weekly losses on inflation worries and U.S.-Iran which could boost global supplies.Brent crude futures rose $1.01, or 1.1%, to $92.42 a barrel at 1203 GMT, while U.S. West Texas Intermediate crude gained $1.15, or 1.3%, to $91.03 a barrel.Prices are on track for their first weekly decline after seven consecutive weekly gains, however.Saudi Arabia and the United Arab Emirates could help to calm volatile oil markets if they pumped more crude, the IEA said on Friday, adding that the OPEC+ alliance produced 900,000 barrels per day (bpd) below target in January.The two OPEC+ producers have the most spare production capacity and could help to relieve dwindling global oil inventories that have been among factors pushing prices towards $100 a barrel, deepening inflation worldwide.The IEA also raised its 2022 demand forecast by 800,000 bpd based on revisions to historical data. It expects global demand to expand by 3.2 million bpd this year reaching an all-time record 100.6 million bpd.This comes after the Organization of the Petroleum Exporting Countries (OPEC) said that world oil demand might rise even more steeply this year amid a strong post-pandemic economic recovery.The prospect of an aggressive U.S. Federal Reserve interest rate hike and ongoing talks between the United States and Iran on the latter's nuclear programme capped further gains in prices, however.\"Yesterday's inflation number likely puts more pressure on the U.S. Fed to act more aggressively with rate hikes. This expectation is weighing on oil and the broader commodities complex somewhat,\" said Warren Patterson, ING's head of commodities research.St. Louis Federal Reserve Bank President James Bullard had said he wanted a full percentage point of interest rate hikes by July 1, following the release of U.S. inflation data that saw its biggest annual increase in 40 years.read moreIndirect talks between the United States and Iran to revive a nuclear deal, resumed this week after a 10-day break. A deal could see the lifting of sanctions on Iranian oil and ease global supply tightness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006637494,"gmtCreate":1641705084508,"gmtModify":1676533641671,"author":{"id":"4090570965971460","authorId":"4090570965971460","name":"KeN3","avatar":"https://static.tigerbbs.com/ffc770a2d3626a3e029ba2c461aac13d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090570965971460","authorIdStr":"4090570965971460"},"themes":[],"htmlText":"With a new market venturing into cars etc, it’lldefinitely bring Apple over $3 trillion. Most importantly is to find the right partnerships sincethey have no expertise in vehicles","listText":"With a new market venturing into cars etc, it’lldefinitely bring Apple over $3 trillion. Most importantly is to find the right partnerships sincethey have no expertise in vehicles","text":"With a new market venturing into cars etc, it’lldefinitely bring Apple over $3 trillion. Most importantly is to find the right partnerships sincethey have no expertise in vehicles","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006637494","repostId":"1198290127","repostType":4,"repost":{"id":"1198290127","pubTimestamp":1641702682,"share":"https://ttm.financial/m/news/1198290127?lang=&edition=fundamental","pubTime":"2022-01-09 12:31","market":"us","language":"en","title":"Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198290127","media":"TheStreet","summary":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready","content":"<html><head></head><body><p>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?</p><p>Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.</p><p>Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park in Cupertino, CA.</span></p><p><b>AAPL: the bull case</b></p><p>As Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.</p><p>But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.</p><p>One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.</p><p><b>AAPL: the bear case</b></p><p>Despite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.</p><p>I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.</p><p><b>The Apple Maven’s take</b></p><p>I continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.</p><p>That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.</p><p>As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Apple Stock Reclaim $3 Trillion And Thrive In 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 12:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?Recently, Apple...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198290127","content_text":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?Figure 1: Apple Park in Cupertino, CA.AAPL: the bull caseAs Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.AAPL: the bear caseDespite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.The Apple Maven’s takeI continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}