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skyblue8

skyblue8

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2022-08-25

Is good as long as Apple keeps releasing new or better versions.

Apple Stock: Is It Overvalued?

2022-07-12

PC going the way of dinosaur?

PC Industry Suffered Worst Decline in Years, but How Bad It Is Depends on Apple

2022-09-16

Buy now AND wait

Should You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice

2022-09-03

Inflation is here to stay...

Fed's Job-Friendly “Soft Landing” Hinges on History Not Repeating

2022-09-07

$Zoom(ZM)$Should I buy for the long term?

2022-09-21

$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$is this a good stock in terms of growth?

2022-08-18

All strong stocks to buy and hold.

Singapore Stocks To Watch: SGX, OUE Commercial Reit, City Developments Limited

2022-12-09

Will it be the same today?

US STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise

2022-10-17

Should follow Buffett?

Why Occidental Petroleum Could Be Warren Buffett's Next Apple

2022-09-12

I think Tiktok would still be king for the foreseeable future.

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href=\"https://ttm.financial/OPT/TSLA 20250703 250.0 PUT\">$TSLA 20250703 250.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20250703 250.0 PUT\">$TSLA 20250703 250.0 PUT$ </a>&nbsp;","text":"$TSLA 20250703 250.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/da63d976eede35aa33b6f008aa7de160","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443188621030032","isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":420838671274352,"gmtCreate":1743774763229,"gmtModify":1743774846646,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PLTR 20250919 100.0 CALL\">$PLTR 20250919 100.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/PLTR 20250919 100.0 CALL\">$PLTR 20250919 100.0 CALL$ </a>&nbsp;","text":"$PLTR 20250919 100.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/10e24215567330e49688d50b2864f377","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/420838671274352","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":414475394695432,"gmtCreate":1742228140762,"gmtModify":1742228142943,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/414475394695432","isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378760963797480,"gmtCreate":1733496408371,"gmtModify":1733496410590,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/4b26793a01ca3edae5ad2a036dd63b95","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378760963797480","isVote":1,"tweetType":1,"viewCount":2757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263708022595768,"gmtCreate":1705417683157,"gmtModify":1705417687288,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ &nbsp;</a>think this is the max","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ &nbsp;</a>think this is the max","text":"$Apple(AAPL)$ think this is the max","images":[{"img":"https://community-static.tradeup.com/news/36d52e457324f5b0fa5dbafd787bf878","width":"1006","height":"1674"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263708022595768","isVote":1,"tweetType":1,"viewCount":2973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957132927,"gmtCreate":1677074113869,"gmtModify":1677074117326,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$ </a>&nbsp;Time to buy?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$ </a>&nbsp;Time to buy?&nbsp;","text":"$Tencent Holding Ltd.(TCEHY)$ Time to buy?","images":[{"img":"https://community-static.tradeup.com/news/51cb9b5b3f794a3982f47438cee5cb07","width":"1212","height":"2290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957132927","isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9959219591,"gmtCreate":1672994362013,"gmtModify":1676538767378,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a>&nbsp;Apparently &nbsp;this is recommended by some investors. Any thoughts?&nbsp;","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a>&nbsp;Apparently &nbsp;this is recommended by some investors. Any thoughts?&nbsp;","text":"$CrowdStrike Holdings, Inc.(CRWD)$ Apparently this is recommended by some investors. Any thoughts?","images":[{"img":"https://community-static.tradeup.com/news/47e2d70c0ac3010a05db9f88e6943a3a","width":"1212","height":"2290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959219591","isVote":1,"tweetType":1,"viewCount":3378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9920479169,"gmtCreate":1670545011251,"gmtModify":1676538389300,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"Will it be the same today?&nbsp;","listText":"Will it be the same today?&nbsp;","text":"Will it be the same today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920479169","repostId":"2290422271","repostType":4,"repost":{"id":"2290422271","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670536748,"share":"https://ttm.financial/m/news/2290422271?lang=en_US&edition=fundamental","pubTime":"2022-12-09 05:59","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2290422271","media":"Reuters","summary":"(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investor","content":"<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.</p><p>Wall Street&#39;s main indexes had come under pressure in recent days, with the S&amp;P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.</p><p>Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday&#39;s advance on the tech-heavy index.</p><p>Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.</p><p>The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.</p><p>Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.</p><p>Such behavior means Friday&#39;s producer price index and the University of Michigan&#39;s consumer sentiment survey will likely dictate whether Wall Street can build on Thursday&#39;s rally.</p><p>&#34;The market has to adjust to the fact that we&#39;re moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that&#39;s what we&#39;re grappling with right now,&#34; said Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&amp;P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.</p><p>Nine of the 11 major S&amp;P 500 sectors rose, led by a 1.6% gain in technology stocks.</p><p>Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.</p><p>Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant&#39;s $69 billion bid to buy Activision Blizzard Inc. The &#34;Call of Duty&#34; games maker closed 1.5% lower.</p><p>The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.</p><p>Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.</p><p>The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.</p><p>Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.</p><p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-09 05:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.</p><p>Wall Street&#39;s main indexes had come under pressure in recent days, with the S&amp;P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.</p><p>Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday&#39;s advance on the tech-heavy index.</p><p>Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.</p><p>The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.</p><p>Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.</p><p>Such behavior means Friday&#39;s producer price index and the University of Michigan&#39;s consumer sentiment survey will likely dictate whether Wall Street can build on Thursday&#39;s rally.</p><p>&#34;The market has to adjust to the fact that we&#39;re moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that&#39;s what we&#39;re grappling with right now,&#34; said Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&amp;P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.</p><p>Nine of the 11 major S&amp;P 500 sectors rose, led by a 1.6% gain in technology stocks.</p><p>Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.</p><p>Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant&#39;s $69 billion bid to buy Activision Blizzard Inc. The &#34;Call of Duty&#34; games maker closed 1.5% lower.</p><p>The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.</p><p>Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.</p><p>The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.</p><p>Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.</p><p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290422271","content_text":"(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.Wall Street's main indexes had come under pressure in recent days, with the S&P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday's advance on the tech-heavy index.Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.Such behavior means Friday's producer price index and the University of Michigan's consumer sentiment survey will likely dictate whether Wall Street can build on Thursday's rally.\"The market has to adjust to the fact that we're moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that's what we're grappling with right now,\" said Wiley Angell, chief market strategist at Ziegler Capital Management.The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.Nine of the 11 major S&P 500 sectors rose, led by a 1.6% gain in technology stocks.Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant's $69 billion bid to buy Activision Blizzard Inc. The \"Call of Duty\" games maker closed 1.5% lower.The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.The S&P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961477699,"gmtCreate":1669040450411,"gmtModify":1676538143140,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"Worth to look at","listText":"Worth to look at","text":"Worth to look at","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961477699","repostId":"1120711481","repostType":4,"repost":{"id":"1120711481","kind":"news","pubTimestamp":1669037375,"share":"https://ttm.financial/m/news/1120711481?lang=en_US&edition=fundamental","pubTime":"2022-11-21 21:29","market":"us","language":"en","title":"Teladoc: Never Seen Anything Like It","url":"https://stock-news.laohu8.com/highlight/detail?id=1120711481","media":"Seeking Alpha","summary":"SummaryTDOC stock had been crushed.Q3 results stunned to the upside.Competition is brewing.After bei","content":"<html><head></head><body><h2>Summary</h2><ul><li>TDOC stock had been crushed.</li><li>Q3 results stunned to the upside.</li><li>Competition is brewing.</li><li>After being hit this hard, we are looking for continued revenue growth and work to improve EBITDA.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4122a7a139fedb12515b00888f9c2613\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Kiwis/iStock via Getty Images</span></p><p>Teladoc (NYSE:TDOC) stock has been absolutely crushed for about a year straight. The pain has been real. While markets are trying to find their bottom, we think after all of the downgrades, the miscues from management, the general train wreckthat has been innovation stocks, and the malaise of the markets as the Fed is combating high inflation, TDOC stock appears to have put in a near-term bottom. There has been a bit of a sentiment shift in recent weeks. We have never seen anything like this collapse, and so there is potential for some gains here on a sentiment reversal in the near- and medium-term. We took a contrarian view against the panic and fear crowd and did some buying in September and that paid off, but we think the stock is setting up for another trade. We could be in store for a large move higher if the market cooperates. Here is how we think new money can consider playing it.</p><h2>The play</h2><p>Target entry 1: $28.50-$29.00 (40% of position)</p><p>Target entry 2: $26.00-$26.25 (60% of position)</p><p>Stop loss: $23</p><p>Target exit: $33-$35</p><p>We like selling $30 puts 2-3 months out is a valid options entry strategy here.</p><p>Recent performance suggests bottom, for now</p><p>Make no mistake this is still speculative, but we see the stock bottoming here. It is true - the rapid growth has stalled. The landscape is challenging, and competitors are emerging always. Still, there is a strong foundation even if there is ongoing uncertainty in the macroeconomic backdrop. All of these high revenue growth, little to no earnings type companies saw their stocks get crushed. But sentiment appears to have shifted here after Teladoc recently reported a quarter that really impressed the Street. While we believe telemedicine is here to stay, the Street had left this stock for dead. But the company really delivered an impressive set of results and it has us bullish.</p><p>In the actual results, the company beat consensus estimates on both the top and bottom lines. The company is still showing growth, but the rapid growth has slowed. Revenue beat by $2.4 million. That is not terrible in the grand scheme of things, but was not all that strong either but was still nice to see. On the earnings front, the company really surprised, losing $0.45 per share, which was $0.12 better than expected.</p><p>While revenues grew, the rate of growth has continued to slow. That is a problem. Revenue increased just 17% to $611.4 million, from $521.7 million a year ago.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fcd04298d55deea7c1f131cbede86f4\" tg-width=\"640\" tg-height=\"536\" width=\"100%\" height=\"auto\"/><span>TDOC Q3 Slides</span></p><p>This is definitely nice growth in terms of the actual numbers. But folks, we do have to say there is justification to SOME of the major repricing of the stock lower in the last few months because 17% growth is absolutely nowhere near where it was in the past. Most of this growth came from access fee revenue growing 20% to $540.1 million and visit fee revenue growth of just 5% to $65.6 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aca5428c24be4af4642476f1273175fe\" tg-width=\"640\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>TDOC Q3 Slides</span></p><p>So this is positive and the two combined drove the modest revenue growth. Again, yes, it is nowhere near where it used to be. But friends, we are traders. It matters not where the company was, or where the stock was (down about 90% for those keeping score). What matters is where the stock is going and we think that it will move with the market of course, but shares are seeing a sentiment shift to a more positive outlook and we think this trade will play out nicely.</p><p>That all said, one of the biggest issues the Street had with the stock was that the company was continuing to see weakening EBITDA. But here in Q3, the company really surprised. Now look, it did fall 24% from last year but losses were expected. Adjusted EBITDA was $51.2 million. Despite it being down (expected) it came in at the highest end of the range management was anticipating.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc9173761d1eae9cbc8b255f4aecf286\" tg-width=\"640\" tg-height=\"571\" width=\"100%\" height=\"auto\"/><span>TDOC Q3 Slides</span></p><p>This comes as a result of some strong work to reduce expenditures and preserve margins. Gross margin was a strong 68.3% compared to 67.1% for margins a year ago. Adjusted gross margin was 69.6%, rising 230 basis points compared to 67.6% last year. This is a very strong result.</p><p>All of this combines with a growing membership, as well as increased revenues per member.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8de49e5e3f04dd8b09d8d4b518d6536\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"/><span>TDOC Q3 Slides</span></p><h2>Guidance looking better and that shifted sentiment</h2><p>Look, several times this year there has been revised guidance from management and that really left investors with doubts about how the company was being run. But the guidance update after Q3 was solid. We like the outlook for Q4.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf2d6dcf49a1c29fc823a7e06bdd08c1\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"/><span>TDOC Q3 Slides</span></p><p>We have to tell you that the Q4 outlook suggests year-over-year improvement is back in the cards. Management expected revenue to range between $625 and $640 million compared to the consensus expectation of $636 million. Decent overall. Net loss could be even with a year ago or down up to 46% per share as there was a wide net cast for EPS. But we were really bullish on EBITDA as it is likely to grow 31%-45% from last year. That is a key result.</p><h2>Sentiment improving</h2><p>Look this stock had been liquidated the last year and a half. Down some 90%. That is craziness. Clearly a lot of bad news is priced in here. Revenue growth is stalling, but growing still. We cannot look at the performance like we did when shares were over $200. Or even $100. Or even $50. This is a stock in the high $20s with no earnings but an improving path. Average revenue per U.S. paid member increased to $2.61 in the quarter, and continues to rise along with member count. The company is starting to get serious about expenditures too. The company is expecting total visits in 2022 to be between 18.4 million and 18.6 million visits, while focusing its spending on reaching more of the total addressable market is growing as well. Finally, it appears that EBITDA margins will increase as we move into 2023. While a ton of negativity is indeed priced in, competition is a major risk</p><h2>Risk</h2><p>The major concern is that telemedicine is not something that other companies cannot replicate. There are other players out there. This leads to concern over the company having any kind of moat. There are many private competitors pursuing customer acquisition strategies to establish market share. There are continuing to see some of the competitive dynamics in the chronic care space. We also just learned that Amazon (AMZN) will have its own digital clinic. With a huge brand like Amazon in the mix as it is now entering the consumer telemedicine business, Teladoc is facing real pressure. Amazon Clinic will provide care for more than 20 common ailments. By operating in the same space, it just takes a piece of market share away from Teladoc.</p><p>There also continues to be dilution and costs associated with stock-based compensation. This seems to be a common problem for many of these high revenue growth tech companies to keep talent. But keep an eye on it because it can lead to wider EPS losses.</p><h2>Final thoughts</h2><p>The company and the stock were left for dead. But the quarter was strong and the outlook was positive, all things considered. There is risk here as there is little to no moat, and competition is strong. We like that EBITDA is looking set to expand, and revenue growth persists, albeit at a slower pace than in the past. But 90% later, this is a whole different stock now. We think you can trade this for a bounce.</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>Teladoc: Never Seen Anything Like It</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\">\nTeladoc: Never Seen Anything Like It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559460-teladoc-never-seen-anything-like-it><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTDOC stock had been crushed.Q3 results stunned to the upside.Competition is brewing.After being hit this hard, we are looking for continued revenue growth and work to improve EBITDA.Kiwis/...</p>\n\n<a href=\"https://seekingalpha.com/article/4559460-teladoc-never-seen-anything-like-it\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc."},"source_url":"https://seekingalpha.com/article/4559460-teladoc-never-seen-anything-like-it","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120711481","content_text":"SummaryTDOC stock had been crushed.Q3 results stunned to the upside.Competition is brewing.After being hit this hard, we are looking for continued revenue growth and work to improve EBITDA.Kiwis/iStock via Getty ImagesTeladoc (NYSE:TDOC) stock has been absolutely crushed for about a year straight. The pain has been real. While markets are trying to find their bottom, we think after all of the downgrades, the miscues from management, the general train wreckthat has been innovation stocks, and the malaise of the markets as the Fed is combating high inflation, TDOC stock appears to have put in a near-term bottom. There has been a bit of a sentiment shift in recent weeks. We have never seen anything like this collapse, and so there is potential for some gains here on a sentiment reversal in the near- and medium-term. We took a contrarian view against the panic and fear crowd and did some buying in September and that paid off, but we think the stock is setting up for another trade. We could be in store for a large move higher if the market cooperates. Here is how we think new money can consider playing it.The playTarget entry 1: $28.50-$29.00 (40% of position)Target entry 2: $26.00-$26.25 (60% of position)Stop loss: $23Target exit: $33-$35We like selling $30 puts 2-3 months out is a valid options entry strategy here.Recent performance suggests bottom, for nowMake no mistake this is still speculative, but we see the stock bottoming here. It is true - the rapid growth has stalled. The landscape is challenging, and competitors are emerging always. Still, there is a strong foundation even if there is ongoing uncertainty in the macroeconomic backdrop. All of these high revenue growth, little to no earnings type companies saw their stocks get crushed. But sentiment appears to have shifted here after Teladoc recently reported a quarter that really impressed the Street. While we believe telemedicine is here to stay, the Street had left this stock for dead. But the company really delivered an impressive set of results and it has us bullish.In the actual results, the company beat consensus estimates on both the top and bottom lines. The company is still showing growth, but the rapid growth has slowed. Revenue beat by $2.4 million. That is not terrible in the grand scheme of things, but was not all that strong either but was still nice to see. On the earnings front, the company really surprised, losing $0.45 per share, which was $0.12 better than expected.While revenues grew, the rate of growth has continued to slow. That is a problem. Revenue increased just 17% to $611.4 million, from $521.7 million a year ago.TDOC Q3 SlidesThis is definitely nice growth in terms of the actual numbers. But folks, we do have to say there is justification to SOME of the major repricing of the stock lower in the last few months because 17% growth is absolutely nowhere near where it was in the past. Most of this growth came from access fee revenue growing 20% to $540.1 million and visit fee revenue growth of just 5% to $65.6 million.TDOC Q3 SlidesSo this is positive and the two combined drove the modest revenue growth. Again, yes, it is nowhere near where it used to be. But friends, we are traders. It matters not where the company was, or where the stock was (down about 90% for those keeping score). What matters is where the stock is going and we think that it will move with the market of course, but shares are seeing a sentiment shift to a more positive outlook and we think this trade will play out nicely.That all said, one of the biggest issues the Street had with the stock was that the company was continuing to see weakening EBITDA. But here in Q3, the company really surprised. Now look, it did fall 24% from last year but losses were expected. Adjusted EBITDA was $51.2 million. Despite it being down (expected) it came in at the highest end of the range management was anticipating.TDOC Q3 SlidesThis comes as a result of some strong work to reduce expenditures and preserve margins. Gross margin was a strong 68.3% compared to 67.1% for margins a year ago. Adjusted gross margin was 69.6%, rising 230 basis points compared to 67.6% last year. This is a very strong result.All of this combines with a growing membership, as well as increased revenues per member.TDOC Q3 SlidesGuidance looking better and that shifted sentimentLook, several times this year there has been revised guidance from management and that really left investors with doubts about how the company was being run. But the guidance update after Q3 was solid. We like the outlook for Q4.TDOC Q3 SlidesWe have to tell you that the Q4 outlook suggests year-over-year improvement is back in the cards. Management expected revenue to range between $625 and $640 million compared to the consensus expectation of $636 million. Decent overall. Net loss could be even with a year ago or down up to 46% per share as there was a wide net cast for EPS. But we were really bullish on EBITDA as it is likely to grow 31%-45% from last year. That is a key result.Sentiment improvingLook this stock had been liquidated the last year and a half. Down some 90%. That is craziness. Clearly a lot of bad news is priced in here. Revenue growth is stalling, but growing still. We cannot look at the performance like we did when shares were over $200. Or even $100. Or even $50. This is a stock in the high $20s with no earnings but an improving path. Average revenue per U.S. paid member increased to $2.61 in the quarter, and continues to rise along with member count. The company is starting to get serious about expenditures too. The company is expecting total visits in 2022 to be between 18.4 million and 18.6 million visits, while focusing its spending on reaching more of the total addressable market is growing as well. Finally, it appears that EBITDA margins will increase as we move into 2023. While a ton of negativity is indeed priced in, competition is a major riskRiskThe major concern is that telemedicine is not something that other companies cannot replicate. There are other players out there. This leads to concern over the company having any kind of moat. There are many private competitors pursuing customer acquisition strategies to establish market share. There are continuing to see some of the competitive dynamics in the chronic care space. We also just learned that Amazon (AMZN) will have its own digital clinic. With a huge brand like Amazon in the mix as it is now entering the consumer telemedicine business, Teladoc is facing real pressure. Amazon Clinic will provide care for more than 20 common ailments. By operating in the same space, it just takes a piece of market share away from Teladoc.There also continues to be dilution and costs associated with stock-based compensation. This seems to be a common problem for many of these high revenue growth tech companies to keep talent. But keep an eye on it because it can lead to wider EPS losses.Final thoughtsThe company and the stock were left for dead. But the quarter was strong and the outlook was positive, all things considered. There is risk here as there is little to no moat, and competition is strong. We like that EBITDA is looking set to expand, and revenue growth persists, albeit at a slower pace than in the past. But 90% later, this is a whole different stock now. We think you can trade this for a bounce.","news_type":1,"symbols_score_info":{"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":3494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983175668,"gmtCreate":1666193938954,"gmtModify":1676537720955,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"What's the latest news","listText":"What's the latest news","text":"What's the latest news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983175668","repostId":"1128294562","repostType":4,"repost":{"id":"1128294562","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666187176,"share":"https://ttm.financial/m/news/1128294562?lang=en_US&edition=fundamental","pubTime":"2022-10-19 21:46","market":"us","language":"en","title":"United Airlines Shares Jumped 7.3% as Q3 Earnings and Revenue Top Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1128294562","media":"Tiger Newspress","summary":"United Airlines shares jumped 7.3% as Q3 earnings and revenue top estimates.","content":"<html><head></head><body><p>United Airlines shares jumped 7.3% as Q3 earnings and revenue top estimates.<img src=\"https://static.tigerbbs.com/948b170e39738af506692f6b58caebe4\" tg-width=\"815\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>United Airlines Shares Jumped 7.3% as Q3 Earnings and Revenue Top Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnited Airlines Shares Jumped 7.3% as Q3 Earnings and Revenue Top Estimates\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\">2022-10-19 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>United Airlines shares jumped 7.3% as Q3 earnings and revenue top estimates.<img src=\"https://static.tigerbbs.com/948b170e39738af506692f6b58caebe4\" tg-width=\"815\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128294562","content_text":"United Airlines shares jumped 7.3% as Q3 earnings and revenue top estimates.","news_type":1,"symbols_score_info":{"UAL":0.9}},"isVote":1,"tweetType":1,"viewCount":2588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989660348,"gmtCreate":1665991144085,"gmtModify":1676537688667,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"Should follow Buffett?","listText":"Should follow Buffett?","text":"Should follow Buffett?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989660348","repostId":"2275162921","repostType":4,"repost":{"id":"2275162921","kind":"highlight","pubTimestamp":1665989517,"share":"https://ttm.financial/m/news/2275162921?lang=en_US&edition=fundamental","pubTime":"2022-10-17 14:51","market":"us","language":"en","title":"Why Occidental Petroleum Could Be Warren Buffett's Next Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2275162921","media":"Motley Fool","summary":"The last time Buffett bought stock from Carl Icahn, it worked out awfully well.","content":"<div>\n<p>At 92 and 86 years of age, respectively, Warren Buffett and Carl Icahn are two of the greatest living investors  -- and both are still at it!In fact, these two seniors have been quite active this year...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/16/occidental-petroleum-warren-buffetts-next-apple/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Occidental Petroleum Could Be Warren Buffett's Next Apple</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Occidental Petroleum Could Be Warren Buffett's Next Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 14:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/16/occidental-petroleum-warren-buffetts-next-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At 92 and 86 years of age, respectively, Warren Buffett and Carl Icahn are two of the greatest living investors  -- and both are still at it!In fact, these two seniors have been quite active this year...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/16/occidental-petroleum-warren-buffetts-next-apple/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4571":"数字音乐概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4534":"瑞士信贷持仓","BK4576":"AR","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4575":"芯片概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4566":"资本集团","OXY":"西方石油","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4505":"高瓴资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4579":"人工智能","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4507":"流媒体概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4573":"虚拟现实","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4581":"高盛持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","AAPL":"苹果","LU0444971666.USD":"天利全球科技基金","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓"},"source_url":"https://www.fool.com/investing/2022/10/16/occidental-petroleum-warren-buffetts-next-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275162921","content_text":"At 92 and 86 years of age, respectively, Warren Buffett and Carl Icahn are two of the greatest living investors  -- and both are still at it!In fact, these two seniors have been quite active this year, especially around oil giant Occidental Petroleum (OXY). After Russia's invasion of Ukraine, Icahn sold his stake in the company, which he had held since 2019. On the flip side, Warren Buffett has been buying Occidental shares hand over fist throughout the year, scooping up over 20% of the American oil driller.So which famous investor is right? Well, Buffett buying from Icahn has actually happened once before, with a small company you may have heard of called Apple (AAPL -3.22%).Judging from that experience, Buffett could do very, very well with Occidental.Apple's buyback is a result of Icahn activismCarl Icahn is what is known as an activist investor. Activists buy shares in a company that is valued cheaply, due to something the investor perceives as a mistake or flaw. An activist usually purchases a meaningful position, then privately and publicly advocates for changes to unlock value.Icahn took his first position in Apple in late 2013, when Apple was trading rather cheaply and had a ton of cash on its balance sheet. In January 2014, Icahn wrote a letter to the board and met with CEO Tim Cook, advocating that Apple begin returning that cash to shareholders in the form of share repurchases.Buying back stock at a low valuation can add a lot of value to shareholders, but Apple had hoarded cash even as its iPhone sales grew massively in the early 2010s. That caution stemmed from Apple's more tumultuous past, when it nearly went bankrupt in the late 1990s.Apple had already begun paying a small dividend, but did eventually implement a large buyback, as Icahn requested, in 2014 and 2015. In 2015, Apple also had a particularly good sales year, a result of its high growth in China. That year also included the introduction of the Apple Watch.Yet after a boom in 2015, 2016 saw a slowdown, with the volatile China market giving back some its big 2015 gains. Icahn dumped his Apple stake, saying he was \"worried about China.\" But he had already made a $2 billion profit on a $3.2 billion investment.Buffett swoops inOf course, that very downturn was when Warren Buffett began buying Apple for Berkshire Hathaway's (BRK.A -0.59%) (BRK.B -1.13%) portfolio. As Buffett watchers know by now, Buffett made even bigger gains than Icahn. Over the five years though 2021, Buffett's investment in Apple went up more than fivefold, and became Buffett's greatest investment in terms of overall dollar returns.Buffett likely identified Apple not only as a cheap stock amid the pessimism of 2016, but also as a powerful brand with huge customer loyalty. With the smartphone becoming such an important part of people's lives, it was also becoming \"expensive real estate.\" At that time, Apple was also extending its brand to services, charging fees to third-party apps for access to that real estate.Buffett probably liked the recurring nature of Apple's service and app store fees that it could extract from both iPhone owners and businesses looking to gain access to those masses of affluent consumers.When you combine that with Apple's newfound improved capital allocation to shareholders, the investment seems like a no-brainer in retrospect.So while Icahn saw a good but flawed business he could improve and then exit for a quick profit, Buffett likely saw a now-flawlessly run business (after Icahn's fixes) that he could own for the long haul.Is the same thing happening with Occidental?Turning to Occidental, Icahn bought shares in the company after its expensive $38 billion acquisition of Anadarko Petroleum back in May 2019. Shares plunged, as investors believed Occidental paid too much in a bidding war.Icahn bought shares, accused management of making a terrible acquisition, and advocated firing CEO Vicki Hollub while demanding seats on the board of directors. When oil prices plunged in March of 2020 as COVID-19 spread, Icahn increased his stake and therefore his heft in the company.Eventually, Icahn struck a deal, allowing him to put two of his deputies and another hand-picked executive on the board, while also bringing in former CEO Stephen Chazen to become executive chairman. The new board also formed a committee that would oversee any acquisitions, putting a check on Gollub's power, while also exploring a sale of the company to another oil major.Eventually, the oil market recovered strongly from the pandemic downturn, as demand normalized after a year of big industry supply cuts. When Russia invaded Ukraine, oil spiked, as did Occidental's stock, and Icahn exited the investment with a handsome $1 billion in profits, along with another $500 million gain in Occidental warrants.Once again, Buffett thinks longer termWhile Buffett hasn't spoken much publicly this year on his Occidental buys, he likely has a bullish view of the oil market for the long term, while also appreciating Occidental specifically. Berkshire had already invested in Occidental in 2019 in the form of preferred stock to finance the Anadarko deal, but that was a safer fixed-income investment, albeit with warrants. So Buffett likely got to know management well during that time.Yet no oil company can do really well without the price of oil and natural gas cooperating, and Buffett probably sees higher prices for longer in the oil market. That's likely for a number of reasons, including years of underinvestment in oil and gas exploration, U.S. shale companies consolidating and controlling their supply growth, and Russia's weaponizing of global energy markets.In other words, Buffett is betting on a change from low to high oil prices, not dissimilar to the smartphone transitioning from mere gadget to an indispensable part of our daily lives.Both approaches can win, but nonprofessionals can only play oneAs you can see, both investors have different approaches. Icahn identifies cheap companies, then uses his financial heft and reputation to advocate for changes. After such changes are made and the investment improves, he usually exits, using the relatively quick profits to go on to the next special situation.In contrast, Buffett tries to find quality stocks trading at cheap prices that he can hold for the long term, allowing the miracle of compounding to do its work.While only institutional investors or incredibly wealthy individuals like Icahn can buy enough stock in a company to be an activist, any investor can attempt Buffett's more Foolish approach of long-term investing in excellent companies. Fortunately for us, that approach also tends to yield even more long-term profits, if done correctly.But excellent companies don't often go on sale. It's interesting that in the situations of both Apple and Occidental, Icahn was able to improve capital allocation at an otherwise well-run business. Icahn even praised Occidental's land inventory and management's operational capabilities, even while advocating for changes.Those changes likely made Buffett more comfortable in the compounding ability of each stock, and he probably identified these improvements as more permanent before the market did.So why doesn't Icahn hold on to his \"fixed companies\" for the long term, as Buffett does? Icahn appears to idealize the strategy of activism and improving companies, almost irrespective of profit. In order to continue launching new campaigns, Icahn needs to continue recycling his older bets in order to bid for new targets. So Icahn exiting a stock might not mean he feels the stock is now a bad investment, it's just that his work is now done.We'll see how Occidental fares in the future, but since buying a \"fixed up\" Apple worked out so well for Buffett last time, you have to like his odds with Occidental -- as long as the thesis of higher oil prices for a longer time proves true.","news_type":1,"symbols_score_info":{"AAPL":1,"OXY":1}},"isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915599711,"gmtCreate":1665064692833,"gmtModify":1676537551517,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> This vs Digital Core. Which do you prefer?&nbsp;","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> This vs Digital Core. Which do you prefer?&nbsp;","text":"$KEPPEL DC REIT(AJBU.SI)$ This vs Digital Core. Which do you prefer?","images":[{"img":"https://community-static.tradeup.com/news/902039bae7809d5e667ab3fc40f8c788","width":"1440","height":"2555"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915599711","isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918443941,"gmtCreate":1664440383384,"gmtModify":1676537455876,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a><v-v data-views=\"0\"></v-v>Short term but long term bullish","listText":"<a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a><v-v data-views=\"0\"></v-v>Short term but long term bullish","text":"$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$Short term but long term bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918443941","isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913474260,"gmtCreate":1664066928250,"gmtModify":1676537384564,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"May sell off BABA","listText":"May sell off BABA","text":"May sell off BABA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913474260","repostId":"1144003725","repostType":4,"repost":{"id":"1144003725","kind":"news","pubTimestamp":1663977692,"share":"https://ttm.financial/m/news/1144003725?lang=en_US&edition=fundamental","pubTime":"2022-09-24 08:01","market":"us","language":"en","title":"Better Buy: Alibaba Vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1144003725","media":"Seeking Alpha","summary":"SummaryAlibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic.Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.Based off of valuation, however, Alibaba appears to present investors with more upside.In this article, I am going to compare the growth prospects, risks and valuations of the two largest e-Commerce companies on the planet: Alibaba  and Amazon . The shares of both e-Commerce companies have under-performed this year","content":"<html><head></head><body><p>Summary</p><ul><li>Alibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic.</li><li>Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.</li><li>Based off of valuation, however, Alibaba appears to present investors with more upside.</li></ul><p>In this article, I am going to compare the growth prospects, risks and valuations of the two largest e-Commerce companies on the planet: Alibaba (NYSE:BABA) and Amazon (AMZN). The shares of both e-Commerce companies have under-performed this year, in large part because of a post-pandemic slowdown in global economic growth and soaring inflation, which is impacting consumer spending. Both factors have created considerable uncertainty for the e-Commerce sector. With Alibaba&#39;s and Amazon&#39;s shares repricing 31% and 29% lower year to date, both companies have pros and cons. While Amazon has a couple of advantages, I believe Alibaba may be the better deal!</p><h3>Top line growth is slowing</h3><p>Both Alibaba and Amazon have seen a significant slowdown in top line growth in the last quarter as inflation headwinds and weaker economic growth after the pandemic impacted their businesses. Alibaba&#39;s revenue growth slowed to 0% (Alibaba&#39;s China commerce business actually declined 1% in FQ1&#39;23), the worst performance on record for Alibaba, while Amazon&#39;s top line growth slowed to just 7% year over year in Q2&#39;22, reflecting a 20-year low point for Amazon.</p><p><img src=\"https://static.tigerbbs.com/2c8e186dd99f407cefff10a514963209\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/>The near term outlook for revenue growth is stronger for Amazon than it is for Alibaba right now, largely because Amazon has said in its second-quarter earnings sheet that it sees between $125.0B and $130.0B in net revenues in Q3&#39;22, implying a revenue growth rate of 13-17% year over year. Alibaba has not given a forecast either for the next quarter or the full-year due to uncertainty about e-Commerce sales in a country that is still seeing broad-scale COVID-19 lockdowns.</p><p>Regarding forward annual estimates, Amazon is expected to do better than Alibaba. Consensus forecasts call for Amazon to see revenue growth of 11% this year and 15% next year... while Alibaba is projected to grow its top line at rates of 2% and 13%. Estimates have also dropped more for Alibaba, indicating that the market is a bit more pessimistic about BABA than AMZN...</p><p><img src=\"https://static.tigerbbs.com/cfb699752690bee5d266602e602f54c6\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/>A key component that is driving Amazon&#39;s stronger top line growth is AWS -- Amazon Web Services -- which is ramping up revenue growth rapidly due to strong customer adoption of Cloud solutions. Amazon Web Services generated $19.7B in revenues for the company just in the second-quarter, showing 33% year-over-year growth. The revenue share within Amazon was about 16%, and I see this share growing to more than 20% within the next 2-3 years. The Cloud business is by far Amazon&#39;s highest potential business segment, and it is driving the firm&#39;s entire revenue growth. As opposed to e-Commerce, AWS is also highly profitable, generating $5.7B in operating income (29% margin) while Amazon&#39;s e-Commerce operations in North America and International continued to lose money in Q2&#39;22.</p><p><img src=\"https://static.tigerbbs.com/bf6b9305f4c2e6a34ae177f4fbf2b453\" tg-width=\"997\" tg-height=\"558\" width=\"100%\" height=\"auto\"/>On the other hand, Alibaba&#39;s Cloud business generated $17.7B Chinese Yuan ($2.6B) in revenues in the last quarter, showing a growth rate of 10% year over year. Cloud revenues represented just 9% of Alibaba&#39;s total revenues, while the commerce business (China and International) dominated with a revenue share of 76%.</p><p>So not only is Amazon&#39;s Cloud business responsible for most of Amazon&#39;s top line growth, but AWS is also growing more than three times faster than Alibaba&#39;s Cloud segment. On top of that, Amazon has a significant advantage regarding market share in the Cloud market, with AWS ranking #1 and capturing a third of the global Cloud market. Alibaba was ranked a fairly distant fourth with a market share of 5%.</p><p><img src=\"https://static.tigerbbs.com/a3fc7e061c51a9302b961534712e9ceb\" tg-width=\"1200\" tg-height=\"1200\" width=\"100%\" height=\"auto\"/>Valuation: key differences emerge</p><p>Amazon and Alibaba have both been highly valued during the pandemic because online retailers faced super attractive growth prospects at a time when the physical competition was all but taken out of the game by health authorities. The post-pandemic normalization of e-Commerce growth and the resulting re-rating of Amazon and Alibaba, however, have changed things up a bit.</p><p>Amazon and Alibaba are both profitable and are expected to remain profitable. But a key difference has emerged regarding the firms&#39; valuations. While Amazon is still expensive relative to its earnings potential (52 X P-E ratio), Alibaba is trading at a rock-bottom P-E ratio of 10 X... which represents stronger potential for an upside revaluation.</p><h3><img src=\"https://static.tigerbbs.com/a7ebff75c4be142c889fae2114dedd6f\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/>Risks with Alibaba and Amazon</h3><p>Both companies are facing deteriorating prospects in their core e-Commerce operations due to high inflation, which is impacting consumer spending. Amazon and Alibaba are both highly dependent on consumer spending, and both companies continue to be dominated by their e-Commerce operations (Alibaba&#39;s commerce share is 76% while Amazon&#39;s is 84%).</p><p>Besides top line risks which both companies share, there are other more company-specific risks that matter: Amazon is generating a large number of sales outside the US, meaning the retailer has exposure to the appreciating US Dollar. A strong US Dollar hurts currency conversions, which is a headwind for Amazon.</p><p>For Alibaba, there are regulatory and delisting risks that are affecting the pricing of its shares. I believe that a delisting of Alibaba&#39;s ADR from a US stock exchange is highly unlikely to occur because the firm secured a primary listing status for its shares in Hong Kong, which gives US investors an alternative marketplace to buy shares. Due to the primary listing status, Alibaba&#39;s shares are also available for mainland Chinese investors through the Hong Kong stock connect program.</p><h3>Final thoughts</h3><p>When comparing Alibaba and Amazon, there are many factors that must be considered. Both companies obviously are going through a post-pandemic adjustment period of slowing growth. Both companies are investing in the Cloud market and are facing challenges in their core segments.</p><p>Amazon has a stronger short term revenue outlook than Alibaba as it projects 13-17% revenue growth in the third-quarter, while Alibaba may actually see negative revenue growth in FQ2&#39;23. Estimate trends favor Amazon as well. From a valuation perspective, I believe Alibaba wins the comparison, however, because the Chinese company trades at a fraction of Amazon&#39;s P-E ratio. The risk profile for Alibaba&#39;s shares is therefore much more skewed to the upside than Amazon&#39;s!</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>Better Buy: Alibaba Vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Alibaba Vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542648-better-buy-alibaba-vs-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic.Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.Based off of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542648-better-buy-alibaba-vs-amazon\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4542648-better-buy-alibaba-vs-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144003725","content_text":"SummaryAlibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic.Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.Based off of valuation, however, Alibaba appears to present investors with more upside.In this article, I am going to compare the growth prospects, risks and valuations of the two largest e-Commerce companies on the planet: Alibaba (NYSE:BABA) and Amazon (AMZN). The shares of both e-Commerce companies have under-performed this year, in large part because of a post-pandemic slowdown in global economic growth and soaring inflation, which is impacting consumer spending. Both factors have created considerable uncertainty for the e-Commerce sector. With Alibaba's and Amazon's shares repricing 31% and 29% lower year to date, both companies have pros and cons. While Amazon has a couple of advantages, I believe Alibaba may be the better deal!Top line growth is slowingBoth Alibaba and Amazon have seen a significant slowdown in top line growth in the last quarter as inflation headwinds and weaker economic growth after the pandemic impacted their businesses. Alibaba's revenue growth slowed to 0% (Alibaba's China commerce business actually declined 1% in FQ1'23), the worst performance on record for Alibaba, while Amazon's top line growth slowed to just 7% year over year in Q2'22, reflecting a 20-year low point for Amazon.The near term outlook for revenue growth is stronger for Amazon than it is for Alibaba right now, largely because Amazon has said in its second-quarter earnings sheet that it sees between $125.0B and $130.0B in net revenues in Q3'22, implying a revenue growth rate of 13-17% year over year. Alibaba has not given a forecast either for the next quarter or the full-year due to uncertainty about e-Commerce sales in a country that is still seeing broad-scale COVID-19 lockdowns.Regarding forward annual estimates, Amazon is expected to do better than Alibaba. Consensus forecasts call for Amazon to see revenue growth of 11% this year and 15% next year... while Alibaba is projected to grow its top line at rates of 2% and 13%. Estimates have also dropped more for Alibaba, indicating that the market is a bit more pessimistic about BABA than AMZN...A key component that is driving Amazon's stronger top line growth is AWS -- Amazon Web Services -- which is ramping up revenue growth rapidly due to strong customer adoption of Cloud solutions. Amazon Web Services generated $19.7B in revenues for the company just in the second-quarter, showing 33% year-over-year growth. The revenue share within Amazon was about 16%, and I see this share growing to more than 20% within the next 2-3 years. The Cloud business is by far Amazon's highest potential business segment, and it is driving the firm's entire revenue growth. As opposed to e-Commerce, AWS is also highly profitable, generating $5.7B in operating income (29% margin) while Amazon's e-Commerce operations in North America and International continued to lose money in Q2'22.On the other hand, Alibaba's Cloud business generated $17.7B Chinese Yuan ($2.6B) in revenues in the last quarter, showing a growth rate of 10% year over year. Cloud revenues represented just 9% of Alibaba's total revenues, while the commerce business (China and International) dominated with a revenue share of 76%.So not only is Amazon's Cloud business responsible for most of Amazon's top line growth, but AWS is also growing more than three times faster than Alibaba's Cloud segment. On top of that, Amazon has a significant advantage regarding market share in the Cloud market, with AWS ranking #1 and capturing a third of the global Cloud market. Alibaba was ranked a fairly distant fourth with a market share of 5%.Valuation: key differences emergeAmazon and Alibaba have both been highly valued during the pandemic because online retailers faced super attractive growth prospects at a time when the physical competition was all but taken out of the game by health authorities. The post-pandemic normalization of e-Commerce growth and the resulting re-rating of Amazon and Alibaba, however, have changed things up a bit.Amazon and Alibaba are both profitable and are expected to remain profitable. But a key difference has emerged regarding the firms' valuations. While Amazon is still expensive relative to its earnings potential (52 X P-E ratio), Alibaba is trading at a rock-bottom P-E ratio of 10 X... which represents stronger potential for an upside revaluation.Risks with Alibaba and AmazonBoth companies are facing deteriorating prospects in their core e-Commerce operations due to high inflation, which is impacting consumer spending. Amazon and Alibaba are both highly dependent on consumer spending, and both companies continue to be dominated by their e-Commerce operations (Alibaba's commerce share is 76% while Amazon's is 84%).Besides top line risks which both companies share, there are other more company-specific risks that matter: Amazon is generating a large number of sales outside the US, meaning the retailer has exposure to the appreciating US Dollar. A strong US Dollar hurts currency conversions, which is a headwind for Amazon.For Alibaba, there are regulatory and delisting risks that are affecting the pricing of its shares. I believe that a delisting of Alibaba's ADR from a US stock exchange is highly unlikely to occur because the firm secured a primary listing status for its shares in Hong Kong, which gives US investors an alternative marketplace to buy shares. Due to the primary listing status, Alibaba's shares are also available for mainland Chinese investors through the Hong Kong stock connect program.Final thoughtsWhen comparing Alibaba and Amazon, there are many factors that must be considered. Both companies obviously are going through a post-pandemic adjustment period of slowing growth. Both companies are investing in the Cloud market and are facing challenges in their core segments.Amazon has a stronger short term revenue outlook than Alibaba as it projects 13-17% revenue growth in the third-quarter, while Alibaba may actually see negative revenue growth in FQ2'23. Estimate trends favor Amazon as well. From a valuation perspective, I believe Alibaba wins the comparison, however, because the Chinese company trades at a fraction of Amazon's P-E ratio. The risk profile for Alibaba's shares is therefore much more skewed to the upside than Amazon's!","news_type":1,"symbols_score_info":{"BABA":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913474017,"gmtCreate":1664066878739,"gmtModify":1676537384548,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"May sell of my Alibaba holdings..&nbsp;","listText":"May sell of my Alibaba holdings..&nbsp;","text":"May sell of my Alibaba holdings..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913474017","repostId":"1144003725","repostType":4,"repost":{"id":"1144003725","kind":"news","pubTimestamp":1663977692,"share":"https://ttm.financial/m/news/1144003725?lang=en_US&edition=fundamental","pubTime":"2022-09-24 08:01","market":"us","language":"en","title":"Better Buy: Alibaba Vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1144003725","media":"Seeking Alpha","summary":"SummaryAlibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic.Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.Based off of valuation, however, Alibaba appears to present investors with more upside.In this article, I am going to compare the growth prospects, risks and valuations of the two largest e-Commerce companies on the planet: Alibaba  and Amazon . The shares of both e-Commerce companies have under-performed this year","content":"<html><head></head><body><p>Summary</p><ul><li>Alibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic.</li><li>Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.</li><li>Based off of valuation, however, Alibaba appears to present investors with more upside.</li></ul><p>In this article, I am going to compare the growth prospects, risks and valuations of the two largest e-Commerce companies on the planet: Alibaba (NYSE:BABA) and Amazon (AMZN). The shares of both e-Commerce companies have under-performed this year, in large part because of a post-pandemic slowdown in global economic growth and soaring inflation, which is impacting consumer spending. Both factors have created considerable uncertainty for the e-Commerce sector. With Alibaba&#39;s and Amazon&#39;s shares repricing 31% and 29% lower year to date, both companies have pros and cons. While Amazon has a couple of advantages, I believe Alibaba may be the better deal!</p><h3>Top line growth is slowing</h3><p>Both Alibaba and Amazon have seen a significant slowdown in top line growth in the last quarter as inflation headwinds and weaker economic growth after the pandemic impacted their businesses. Alibaba&#39;s revenue growth slowed to 0% (Alibaba&#39;s China commerce business actually declined 1% in FQ1&#39;23), the worst performance on record for Alibaba, while Amazon&#39;s top line growth slowed to just 7% year over year in Q2&#39;22, reflecting a 20-year low point for Amazon.</p><p><img src=\"https://static.tigerbbs.com/2c8e186dd99f407cefff10a514963209\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/>The near term outlook for revenue growth is stronger for Amazon than it is for Alibaba right now, largely because Amazon has said in its second-quarter earnings sheet that it sees between $125.0B and $130.0B in net revenues in Q3&#39;22, implying a revenue growth rate of 13-17% year over year. Alibaba has not given a forecast either for the next quarter or the full-year due to uncertainty about e-Commerce sales in a country that is still seeing broad-scale COVID-19 lockdowns.</p><p>Regarding forward annual estimates, Amazon is expected to do better than Alibaba. Consensus forecasts call for Amazon to see revenue growth of 11% this year and 15% next year... while Alibaba is projected to grow its top line at rates of 2% and 13%. Estimates have also dropped more for Alibaba, indicating that the market is a bit more pessimistic about BABA than AMZN...</p><p><img src=\"https://static.tigerbbs.com/cfb699752690bee5d266602e602f54c6\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/>A key component that is driving Amazon&#39;s stronger top line growth is AWS -- Amazon Web Services -- which is ramping up revenue growth rapidly due to strong customer adoption of Cloud solutions. Amazon Web Services generated $19.7B in revenues for the company just in the second-quarter, showing 33% year-over-year growth. The revenue share within Amazon was about 16%, and I see this share growing to more than 20% within the next 2-3 years. The Cloud business is by far Amazon&#39;s highest potential business segment, and it is driving the firm&#39;s entire revenue growth. As opposed to e-Commerce, AWS is also highly profitable, generating $5.7B in operating income (29% margin) while Amazon&#39;s e-Commerce operations in North America and International continued to lose money in Q2&#39;22.</p><p><img src=\"https://static.tigerbbs.com/bf6b9305f4c2e6a34ae177f4fbf2b453\" tg-width=\"997\" tg-height=\"558\" width=\"100%\" height=\"auto\"/>On the other hand, Alibaba&#39;s Cloud business generated $17.7B Chinese Yuan ($2.6B) in revenues in the last quarter, showing a growth rate of 10% year over year. Cloud revenues represented just 9% of Alibaba&#39;s total revenues, while the commerce business (China and International) dominated with a revenue share of 76%.</p><p>So not only is Amazon&#39;s Cloud business responsible for most of Amazon&#39;s top line growth, but AWS is also growing more than three times faster than Alibaba&#39;s Cloud segment. On top of that, Amazon has a significant advantage regarding market share in the Cloud market, with AWS ranking #1 and capturing a third of the global Cloud market. Alibaba was ranked a fairly distant fourth with a market share of 5%.</p><p><img src=\"https://static.tigerbbs.com/a3fc7e061c51a9302b961534712e9ceb\" tg-width=\"1200\" tg-height=\"1200\" width=\"100%\" height=\"auto\"/>Valuation: key differences emerge</p><p>Amazon and Alibaba have both been highly valued during the pandemic because online retailers faced super attractive growth prospects at a time when the physical competition was all but taken out of the game by health authorities. The post-pandemic normalization of e-Commerce growth and the resulting re-rating of Amazon and Alibaba, however, have changed things up a bit.</p><p>Amazon and Alibaba are both profitable and are expected to remain profitable. But a key difference has emerged regarding the firms&#39; valuations. While Amazon is still expensive relative to its earnings potential (52 X P-E ratio), Alibaba is trading at a rock-bottom P-E ratio of 10 X... which represents stronger potential for an upside revaluation.</p><h3><img src=\"https://static.tigerbbs.com/a7ebff75c4be142c889fae2114dedd6f\" tg-width=\"635\" tg-height=\"481\" width=\"100%\" height=\"auto\"/>Risks with Alibaba and Amazon</h3><p>Both companies are facing deteriorating prospects in their core e-Commerce operations due to high inflation, which is impacting consumer spending. Amazon and Alibaba are both highly dependent on consumer spending, and both companies continue to be dominated by their e-Commerce operations (Alibaba&#39;s commerce share is 76% while Amazon&#39;s is 84%).</p><p>Besides top line risks which both companies share, there are other more company-specific risks that matter: Amazon is generating a large number of sales outside the US, meaning the retailer has exposure to the appreciating US Dollar. A strong US Dollar hurts currency conversions, which is a headwind for Amazon.</p><p>For Alibaba, there are regulatory and delisting risks that are affecting the pricing of its shares. I believe that a delisting of Alibaba&#39;s ADR from a US stock exchange is highly unlikely to occur because the firm secured a primary listing status for its shares in Hong Kong, which gives US investors an alternative marketplace to buy shares. Due to the primary listing status, Alibaba&#39;s shares are also available for mainland Chinese investors through the Hong Kong stock connect program.</p><h3>Final thoughts</h3><p>When comparing Alibaba and Amazon, there are many factors that must be considered. Both companies obviously are going through a post-pandemic adjustment period of slowing growth. Both companies are investing in the Cloud market and are facing challenges in their core segments.</p><p>Amazon has a stronger short term revenue outlook than Alibaba as it projects 13-17% revenue growth in the third-quarter, while Alibaba may actually see negative revenue growth in FQ2&#39;23. Estimate trends favor Amazon as well. From a valuation perspective, I believe Alibaba wins the comparison, however, because the Chinese company trades at a fraction of Amazon&#39;s P-E ratio. The risk profile for Alibaba&#39;s shares is therefore much more skewed to the upside than Amazon&#39;s!</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>Better Buy: Alibaba Vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Alibaba Vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542648-better-buy-alibaba-vs-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic.Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.Based off of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542648-better-buy-alibaba-vs-amazon\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4542648-better-buy-alibaba-vs-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144003725","content_text":"SummaryAlibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic.Near-term revenue outlook favors Amazon. Amazon Web Services outperforms Alibaba Cloud.Based off of valuation, however, Alibaba appears to present investors with more upside.In this article, I am going to compare the growth prospects, risks and valuations of the two largest e-Commerce companies on the planet: Alibaba (NYSE:BABA) and Amazon (AMZN). The shares of both e-Commerce companies have under-performed this year, in large part because of a post-pandemic slowdown in global economic growth and soaring inflation, which is impacting consumer spending. Both factors have created considerable uncertainty for the e-Commerce sector. With Alibaba's and Amazon's shares repricing 31% and 29% lower year to date, both companies have pros and cons. While Amazon has a couple of advantages, I believe Alibaba may be the better deal!Top line growth is slowingBoth Alibaba and Amazon have seen a significant slowdown in top line growth in the last quarter as inflation headwinds and weaker economic growth after the pandemic impacted their businesses. Alibaba's revenue growth slowed to 0% (Alibaba's China commerce business actually declined 1% in FQ1'23), the worst performance on record for Alibaba, while Amazon's top line growth slowed to just 7% year over year in Q2'22, reflecting a 20-year low point for Amazon.The near term outlook for revenue growth is stronger for Amazon than it is for Alibaba right now, largely because Amazon has said in its second-quarter earnings sheet that it sees between $125.0B and $130.0B in net revenues in Q3'22, implying a revenue growth rate of 13-17% year over year. Alibaba has not given a forecast either for the next quarter or the full-year due to uncertainty about e-Commerce sales in a country that is still seeing broad-scale COVID-19 lockdowns.Regarding forward annual estimates, Amazon is expected to do better than Alibaba. Consensus forecasts call for Amazon to see revenue growth of 11% this year and 15% next year... while Alibaba is projected to grow its top line at rates of 2% and 13%. Estimates have also dropped more for Alibaba, indicating that the market is a bit more pessimistic about BABA than AMZN...A key component that is driving Amazon's stronger top line growth is AWS -- Amazon Web Services -- which is ramping up revenue growth rapidly due to strong customer adoption of Cloud solutions. Amazon Web Services generated $19.7B in revenues for the company just in the second-quarter, showing 33% year-over-year growth. The revenue share within Amazon was about 16%, and I see this share growing to more than 20% within the next 2-3 years. The Cloud business is by far Amazon's highest potential business segment, and it is driving the firm's entire revenue growth. As opposed to e-Commerce, AWS is also highly profitable, generating $5.7B in operating income (29% margin) while Amazon's e-Commerce operations in North America and International continued to lose money in Q2'22.On the other hand, Alibaba's Cloud business generated $17.7B Chinese Yuan ($2.6B) in revenues in the last quarter, showing a growth rate of 10% year over year. Cloud revenues represented just 9% of Alibaba's total revenues, while the commerce business (China and International) dominated with a revenue share of 76%.So not only is Amazon's Cloud business responsible for most of Amazon's top line growth, but AWS is also growing more than three times faster than Alibaba's Cloud segment. On top of that, Amazon has a significant advantage regarding market share in the Cloud market, with AWS ranking #1 and capturing a third of the global Cloud market. Alibaba was ranked a fairly distant fourth with a market share of 5%.Valuation: key differences emergeAmazon and Alibaba have both been highly valued during the pandemic because online retailers faced super attractive growth prospects at a time when the physical competition was all but taken out of the game by health authorities. The post-pandemic normalization of e-Commerce growth and the resulting re-rating of Amazon and Alibaba, however, have changed things up a bit.Amazon and Alibaba are both profitable and are expected to remain profitable. But a key difference has emerged regarding the firms' valuations. While Amazon is still expensive relative to its earnings potential (52 X P-E ratio), Alibaba is trading at a rock-bottom P-E ratio of 10 X... which represents stronger potential for an upside revaluation.Risks with Alibaba and AmazonBoth companies are facing deteriorating prospects in their core e-Commerce operations due to high inflation, which is impacting consumer spending. Amazon and Alibaba are both highly dependent on consumer spending, and both companies continue to be dominated by their e-Commerce operations (Alibaba's commerce share is 76% while Amazon's is 84%).Besides top line risks which both companies share, there are other more company-specific risks that matter: Amazon is generating a large number of sales outside the US, meaning the retailer has exposure to the appreciating US Dollar. A strong US Dollar hurts currency conversions, which is a headwind for Amazon.For Alibaba, there are regulatory and delisting risks that are affecting the pricing of its shares. I believe that a delisting of Alibaba's ADR from a US stock exchange is highly unlikely to occur because the firm secured a primary listing status for its shares in Hong Kong, which gives US investors an alternative marketplace to buy shares. Due to the primary listing status, Alibaba's shares are also available for mainland Chinese investors through the Hong Kong stock connect program.Final thoughtsWhen comparing Alibaba and Amazon, there are many factors that must be considered. Both companies obviously are going through a post-pandemic adjustment period of slowing growth. Both companies are investing in the Cloud market and are facing challenges in their core segments.Amazon has a stronger short term revenue outlook than Alibaba as it projects 13-17% revenue growth in the third-quarter, while Alibaba may actually see negative revenue growth in FQ2'23. Estimate trends favor Amazon as well. From a valuation perspective, I believe Alibaba wins the comparison, however, because the Chinese company trades at a fraction of Amazon's P-E ratio. The risk profile for Alibaba's shares is therefore much more skewed to the upside than Amazon's!","news_type":1,"symbols_score_info":{"BABA":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913079856,"gmtCreate":1663892275675,"gmtModify":1676537356814,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"A bit of gray area here on what they are doing&nbsp;","listText":"A bit of gray area here on what they are doing&nbsp;","text":"A bit of gray area here on what they are doing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913079856","repostId":"2269140172","repostType":4,"repost":{"id":"2269140172","kind":"live","pubTimestamp":1663889947,"share":"https://ttm.financial/m/news/2269140172?lang=en_US&edition=fundamental","pubTime":"2022-09-23 07:39","market":"us","language":"en","title":"Coinbase Tested Group to Speculate on Crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=2269140172","media":"The Wall Street Journal","summary":"The company completed a $100 million transaction before ending the effort. It says that it hasn’t en","content":"<div>\n<p>The company completed a $100 million transaction before ending the effort. It says that it hasn’t engaged in proprietary trading.The biggest U.S. cryptocurrency exchange, Coinbase has entertained ...</p>\n\n<a href=\"https://www.wsj.com/articles/coinbase-tested-group-to-speculate-on-crypto-11663806157?mod=lead_feature_below_a_pos1\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase Tested Group to Speculate on Crypto</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\">\nCoinbase Tested Group to Speculate on Crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/coinbase-tested-group-to-speculate-on-crypto-11663806157?mod=lead_feature_below_a_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The company completed a $100 million transaction before ending the effort. It says that it hasn’t engaged in proprietary trading.The biggest U.S. cryptocurrency exchange, Coinbase has entertained ...</p>\n\n<a href=\"https://www.wsj.com/articles/coinbase-tested-group-to-speculate-on-crypto-11663806157?mod=lead_feature_below_a_pos1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.wsj.com/articles/coinbase-tested-group-to-speculate-on-crypto-11663806157?mod=lead_feature_below_a_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269140172","content_text":"The company completed a $100 million transaction before ending the effort. It says that it hasn’t engaged in proprietary trading.The biggest U.S. cryptocurrency exchange, Coinbase has entertained aggressive strategies as it tries to develop new businesses.Coinbase Global Inc. has been searching for new ways to make money. One business it flirted with was controversial: using its own money to speculate on cryptocurrencies.Last year, Coinbase—which operates a large cryptocurrency exchange that handles bitcoin and other digital coins—hired at least four senior Wall Street traders and launched a group to generate profit, in part, by using the company’s cash to trade and “stake,” or lock up, cryptocurrencies, according to people close to the matter. The activity was described as “proprietary” trading by the people at the company.Earlier this year, the team completed a $100 million transaction that the group viewed as a test trade of the new effort, according to the people. The transaction came after Coinbase executives testified to members of Congress last year that the company didn’t buy and sell digital currencies for its own account.The monthslong effort to launch the Coinbase Risk Solutions group underscores how Coinbase, which has seen its shares tumble about 70% over the past year, has entertained more aggressive strategies as it tries to develop new businesses.Coinbase says some at the company examined pursuing proprietary trading but decided against it.“Our statements to Congress accurately reflect our actual business activities,” a Coinbase spokeswoman said. “Coinbase does not, and has never, had a proprietary trading business. Any insinuation that we misled Congress is a willful misrepresentation of the facts.”The Coinbase spokeswoman added that“Coinbase Risk Solutions was established to facilitate client-driven crypto transactions,” and “conflict of interest mitigation tools and policies” were in place in the group.There are no regulations preventing firms like Coinbase from trading digital currencies alongside their clients.In the past, investment banks operated proprietary trading groups that were active in stock and bond markets, while also doing “agency” trading, or trading solely on behalf of customers.Rules on banks restricting speculative trading imposed in 2010 were eased somewhat a few years ago, and Coinbase was never subject to these restrictions. Still, regulators and politicians have long worried that speculative activity by firms like Coinbase in nascent crypto markets could harm clients. When a financial firm invests money for its clients at the same time it invests its own money in the market, it can lead to risks and potential conflicts of interest with clients. For example, a firm buying or selling the same investments could drive up or down the price of these investments, hurting the clients.In July of last year, Coinbase established the Risk Solutions unit to trade crypto for clients. The group also made plans to begin making trades with Coinbase’s cash, among other strategies, according to the people close to the matter.The team built sophisticated trading systems to enable this trading, according to the people.Coinbase Chief Financial Officer Alesia Haas was involved in creation of the unit, which was led by Brett Tejpaul, Coinbase’s head of institutional sales, trading, custody and prime services, the people said. Employees were discouraged from sharing information about the new trading business or discussing it in internal communications, the people said.Coinbase Chief Financial Officer Alesia Haas, seen at a House committee hearing in December, helped create the Coinbase Risk Solutions unit.Neither Ms. Haas nor Mr. Tejpaul responded to a request for comment.In December, five months after the creation of the Coinbase Risk Solutions unit, Ms. Haas testified before Congress that “Coinbase is an agency-only platform. We do not engage in proprietary trading on our platform.”When questioned by Rep. Alexandria Ocasio-Cortez (D, N.Y.), Ms. Haas reiterated that Coinbase doesn’t do proprietary trading.Later, the company clarified its activities to Rep.Maxine Waters(D., Calif.) by saying that “Coinbase does, from time to time, purchase cryptocurrency as principal for specific purposes that we do not view as proprietary trading because its purpose is not for Coinbase to benefit from increases in value of the cryptocurrency being traded.”Earlier this year, after the testimony before Congress, Coinbase’s Risk Solutions group completed its first, sizable transaction. It raised money for the transaction by guaranteeing a $100 million “structured note” that was sold to firm Invesco Ltd. at a fixed-rate of 4.01%, according to people close to the matter. Coinbase used the $100 million to profit in cryptocurrency markets, according to the people.An Invesco spokeswoman confirmed the transaction and said the investment firm had “no direct exposure to cryptocurrency” as part of the debt deal, adding that “this is no longer an active position for us.”The deal was profitable for Coinbase, the people said, and Mr. Tejpaul praised the executives who worked on the transaction in internal communications and expressed eagerness to make additional such transactions, the people said.The trade occurred after the crypto market started to fall from its all-time high, eating into Coinbase’s business.Coinbase subsequently soured on the idea of doing proprietary trading. In recent months, a number of senior traders who had been hired to help run the business have left the company, the people said.Analysts say Coinbase executives are trying to balance a need to maintain the company’s reputation for safety while diversifying its existing business and finding new areas of growth. Coinbase derives nearly all its revenue from trading by individual investors—and lost $1.1 billion in the second quarter on the back of the crypto market crash.“They don’t want the public to perceive them as taking unnecessary risk…retail investors are concerned about the stability of a trading platform,” saysMark Palmer, an analyst at BTIG. “But it’s crucially important that the company diversify because they remain overly dependent on transactions from retail customers.”The company is expanding its business in other ways. Earlier this month, BlackRock, the world’s largest money manager, announced a partnership with Coinbase. BlackRock’s institutional clients who also own digital assets on Coinbase will now be able to use Aladdin, the asset manager’s suite of software tools, to manage their portfolios and conduct risk analysis on investment decisions.","news_type":1,"symbols_score_info":{"COIN":1}},"isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919769970,"gmtCreate":1663862516490,"gmtModify":1676537352330,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>been eyeing to buy this stock","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>been eyeing to buy this stock","text":"$Berkshire Hathaway(BRK.B)$been eyeing to buy this stock","images":[{"img":"https://community-static.tradeup.com/news/9005f820672a8eb7416917cc33f24b70","width":"1440","height":"2394"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919769970","isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919456110,"gmtCreate":1663852207230,"gmtModify":1676537349410,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"Not sure why... I thought we already expected the Fed to raise rates.. So why such&nbsp;reaction?&nbsp;","listText":"Not sure why... I thought we already expected the Fed to raise rates.. So why such&nbsp;reaction?&nbsp;","text":"Not sure why... I thought we already expected the Fed to raise rates.. So why such reaction?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919456110","repostId":"1104523508","repostType":4,"repost":{"id":"1104523508","kind":"news","pubTimestamp":1663860487,"share":"https://ttm.financial/m/news/1104523508?lang=en_US&edition=fundamental","pubTime":"2022-09-22 23:28","market":"us","language":"en","title":"The Federal Reserve Delivers A Massive Shock To The Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1104523508","media":"Seeking Alpha","summary":"SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied vol","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Fed&#39;s forecast for rate hikes was more hawkish than expected.</li><li>Even the usually implied volatility melt didn&#39;t help to lift stocks.</li><li>The S&amp;P 500 could probably fall to around 3,100.</li></ul><p>After several attempts to rein in the stock market, the Fed may have figured it out. The message was clear enough for a golden retriever(<i>I have two</i>) to understand. There was nothing cryptic or reading of the tea leaves to understand it.</p><p>Powell struck the point again, reiterating his stance at Jackson Hole about his commitment to reining in inflation, which would create below-trend growth rates and higher unemployment. What solidified this commentary was the FOMC summary of economic projections, which laid it all out very nicely.</p><p>There was nothing the equity market could cling to that it could twist and turn to make up some bullish narrative. It was what the Fed needed to deliver for financial conditions to tighten adequately and for the Fed to start to bring inflation down.</p><p><img src=\"https://static.tigerbbs.com/c2486dcfedbac39aa134867b15ef0873\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve</p><p><b>Old Games Didn&#39;t Work</b></p><p>Of course, the equity market tried to play its implied volatility melt in the middle of the trading session game, with the S&amp;P 500 managing to rally by more than 2% off its post-FOMC lows. But still, what became clear was that sellers were in the market, and they could offset that usually implied volatility melt and sink stocks.</p><p><img src=\"https://static.tigerbbs.com/459b1b4fde70f77ff59f4b70461818a8\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Rates Will Go Much Higher</b></p><p>The Fed&#39;s plan to get rates to 4.4% this year was just too much for the stock market and not expected. Fed Fund Futures were only looking at 4% rates by December 2022. The Fed&#39;s projections were 40 bps higher than the market and about 1.25% higher than the Fed Fund Rate following today&#39;s 75 BPS rate hike. That means the market will need to price two additional rate hikes for the rest of 2022.</p><p>The Fed&#39;s projections for 4.6% for 2023 have also shifted the Fed Funds Futures peak terminal rate to 4.62% from 4.48% yesterday. Additionally, that peak rate is expected to come in May 2023 instead of April. But more importantly, as time passes, we should see those Fed Funds Futures begin to take the shape of the Fed&#39;s expected path.</p><p><img src=\"https://static.tigerbbs.com/d9cc424c7d0e3e3e8aacd8113b242d37\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Mott Capital</p><p>The shift in the futures market should feed through to the Treasury curve. Treasuries are already beginning to rise further with the 2-Yr and 3-Yr gaining and now above 4%. Based on the Fed projections, they would suggest we&#39;re likely to see the two and three-year Treasuries not only stay above 4% but well above 4%, potentially matching those peak terminal rates of 4.6% the Fed is forecasting.</p><p><img src=\"https://static.tigerbbs.com/fc4e3deca3e43f787644f7190a194f61\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The higher rates will help strengthen the dollar index, especially against Japan and China, which are clearly in much easier monetary policy positions. Additionally, with Europe&#39;s energy crisis and on the brink of recession, the dollar is likely to strengthen further against the euro.</p><p><img src=\"https://static.tigerbbs.com/25c055312b974bed34e316facbc1f710\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Tighter Financial Conditions</b></p><p>Rising rates and a stronger dollar also will help real yield rise, and together all of these things will work to tighten financial conditions even more in the coming weeks. While the Chicago Fed&#39;s National Financial Conditions (NFCI) and Adjusted NFCI tightened some this week, they still need to see their index value get above zero. Tightening financial conditions will work to sink stocks as they usually do.</p><p><img src=\"https://static.tigerbbs.com/e8a87b59ca2e6b628c52613bf8779055\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Wider Spreads</b></p><p>Additionally, corporate and high-yield credit spreads should widen further, which historically is directly tied to changes in the stock market volatility as measured by the VIX index. Plus, now that the VIX options expiration occurred on Sept. 21, the VIX will be able to move higher more freely and will not be tied to the lower levels due to option positioning.</p><p><img src=\"https://static.tigerbbs.com/422c3763f701f4e62df97f8511fd97b9\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>All of this is bad for stocks because, on a relative basis, the S&amp;P 500 already is expensive, with an equity risk premium over the 10-Yr of just 2.4%. That&#39;s a historically low level since 2010 and 135 bps below the historical average of 3.76%. An increase of 135 bps in the S&amp;P 500 earnings yield would send it to roughly 7.25% from around 5.9%. That would take the S&amp;P 500 PE ratio of 16.9 to approximately 13.8, or an S&amp;P 500 value of roughly 3,100. That would be an additional 18% lower than its closing price of about 3,790 on Sept. 21.</p><p><img src=\"https://static.tigerbbs.com/f4bef51568c210e3673e7b0a8aa6a8ba\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>But that&#39;s the thing - it all depends on where rates go because if rates do rise as the Fed suggests, and the 2-yr gets to around 4.5% and assuming the curve remains inverted by 50 bps, the 10-Yr would trade with a 4% yield, and then, of course, that would imply an even higher earnings yield for the S&amp;P 500, and lower PE ratio.</p><p><b>Very Serious</b></p><p>The Fed is dead serious about raising rates. I have been warning about the end of QE and rate hikes and the consequence for about a year. As I also explained, the July and August 2022rally was a giant head-fake, and it got many investors on the wrong side of things, believing the Fed would cave and pivot. This time is different; the Fed has a serious inflation problem for the first time in about 40 years. During the 2010s, the Fed only had to worry about the unemployment rate because inflation was nonexistent, so that it could pivot at the first signs of slowing growth.</p><p>But now inflation is job number one for the Fed, and everything else is a distant second.</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>The Federal Reserve Delivers A Massive Shock To The Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Federal Reserve Delivers A Massive Shock To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied volatility melt didn't help to lift stocks.The S&P 500 could probably fall to around 3,100.After ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market\">Source 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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104523508","content_text":"SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied volatility melt didn't help to lift stocks.The S&P 500 could probably fall to around 3,100.After several attempts to rein in the stock market, the Fed may have figured it out. The message was clear enough for a golden retriever(I have two) to understand. There was nothing cryptic or reading of the tea leaves to understand it.Powell struck the point again, reiterating his stance at Jackson Hole about his commitment to reining in inflation, which would create below-trend growth rates and higher unemployment. What solidified this commentary was the FOMC summary of economic projections, which laid it all out very nicely.There was nothing the equity market could cling to that it could twist and turn to make up some bullish narrative. It was what the Fed needed to deliver for financial conditions to tighten adequately and for the Fed to start to bring inflation down.Federal ReserveOld Games Didn't WorkOf course, the equity market tried to play its implied volatility melt in the middle of the trading session game, with the S&P 500 managing to rally by more than 2% off its post-FOMC lows. But still, what became clear was that sellers were in the market, and they could offset that usually implied volatility melt and sink stocks.BloombergRates Will Go Much HigherThe Fed's plan to get rates to 4.4% this year was just too much for the stock market and not expected. Fed Fund Futures were only looking at 4% rates by December 2022. The Fed's projections were 40 bps higher than the market and about 1.25% higher than the Fed Fund Rate following today's 75 BPS rate hike. That means the market will need to price two additional rate hikes for the rest of 2022.The Fed's projections for 4.6% for 2023 have also shifted the Fed Funds Futures peak terminal rate to 4.62% from 4.48% yesterday. Additionally, that peak rate is expected to come in May 2023 instead of April. But more importantly, as time passes, we should see those Fed Funds Futures begin to take the shape of the Fed's expected path.Mott CapitalThe shift in the futures market should feed through to the Treasury curve. Treasuries are already beginning to rise further with the 2-Yr and 3-Yr gaining and now above 4%. Based on the Fed projections, they would suggest we're likely to see the two and three-year Treasuries not only stay above 4% but well above 4%, potentially matching those peak terminal rates of 4.6% the Fed is forecasting.BloombergThe higher rates will help strengthen the dollar index, especially against Japan and China, which are clearly in much easier monetary policy positions. Additionally, with Europe's energy crisis and on the brink of recession, the dollar is likely to strengthen further against the euro.BloombergTighter Financial ConditionsRising rates and a stronger dollar also will help real yield rise, and together all of these things will work to tighten financial conditions even more in the coming weeks. While the Chicago Fed's National Financial Conditions (NFCI) and Adjusted NFCI tightened some this week, they still need to see their index value get above zero. Tightening financial conditions will work to sink stocks as they usually do.BloombergWider SpreadsAdditionally, corporate and high-yield credit spreads should widen further, which historically is directly tied to changes in the stock market volatility as measured by the VIX index. Plus, now that the VIX options expiration occurred on Sept. 21, the VIX will be able to move higher more freely and will not be tied to the lower levels due to option positioning.BloombergAll of this is bad for stocks because, on a relative basis, the S&P 500 already is expensive, with an equity risk premium over the 10-Yr of just 2.4%. That's a historically low level since 2010 and 135 bps below the historical average of 3.76%. An increase of 135 bps in the S&P 500 earnings yield would send it to roughly 7.25% from around 5.9%. That would take the S&P 500 PE ratio of 16.9 to approximately 13.8, or an S&P 500 value of roughly 3,100. That would be an additional 18% lower than its closing price of about 3,790 on Sept. 21.BloombergBut that's the thing - it all depends on where rates go because if rates do rise as the Fed suggests, and the 2-yr gets to around 4.5% and assuming the curve remains inverted by 50 bps, the 10-Yr would trade with a 4% yield, and then, of course, that would imply an even higher earnings yield for the S&P 500, and lower PE ratio.Very SeriousThe Fed is dead serious about raising rates. I have been warning about the end of QE and rate hikes and the consequence for about a year. As I also explained, the July and August 2022rally was a giant head-fake, and it got many investors on the wrong side of things, believing the Fed would cave and pivot. This time is different; the Fed has a serious inflation problem for the first time in about 40 years. During the 2010s, the Fed only had to worry about the unemployment rate because inflation was nonexistent, so that it could pivot at the first signs of slowing growth.But now inflation is job number one for the Fed, and everything else is a distant second.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919868374,"gmtCreate":1663773363299,"gmtModify":1676537333822,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5DD.SI\">$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$</a>is this a good stock in terms of growth?&nbsp;","listText":"<a href=\"https://ttm.financial/S/5DD.SI\">$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$</a>is this a good stock in terms of growth?&nbsp;","text":"$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$is this a good stock in terms of growth?","images":[{"img":"https://community-static.tradeup.com/news/44d31f4f344cb117645b9b86ebe2f6c0","width":"1440","height":"3715"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9919868374","isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580345914274193","authorId":"3580345914274193","name":"WT222","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3580345914274193","idStr":"3580345914274193"},"content":"I am holding this stock as I see the fundamentals are great. however I don't think now is a good time to buy semiconductor share tho [lovely]","text":"I am holding this stock as I see the fundamentals are great. however I don't think now is a good time to buy semiconductor share tho [lovely]","html":"I am holding this stock as I see the fundamentals are great. however I don't think now is a good time to buy semiconductor share tho [lovely]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9910878747,"gmtCreate":1663602719990,"gmtModify":1676537299751,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092995662740600","idStr":"4092995662740600"},"themes":[],"htmlText":"I think the hike and future hikes&nbsp;are expected. We just have to deal and cope with it.&nbsp;","listText":"I think the hike and future hikes&nbsp;are expected. We just have to deal and cope with it.&nbsp;","text":"I think the hike and future hikes are expected. We just have to deal and cope with it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910878747","repostId":"1116701018","repostType":4,"repost":{"id":"1116701018","kind":"news","pubTimestamp":1663589285,"share":"https://ttm.financial/m/news/1116701018?lang=en_US&edition=fundamental","pubTime":"2022-09-19 20:08","market":"us","language":"en","title":"Another Fed Rate Hike Is Coming: 3 Bank Stocks That Will Benefit From Rising Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1116701018","media":"Motley Fool","summary":"These bank stocks will get an earnings boost from rising interest rates.","content":"<div>\n<p>KEY POINTSThe recent consumer price index release showed inflation increased 8.3% over the last year.Traders expect the Federal Reserve to raise interest rates another 75 basis points in its September...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/18/another-fed-rate-hike-is-coming-3-bank-stocks-that/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Another Fed Rate Hike Is Coming: 3 Bank Stocks That Will Benefit From Rising Interest Rates</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\">\nAnother Fed Rate Hike Is Coming: 3 Bank Stocks That Will Benefit From Rising Interest Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 20:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/18/another-fed-rate-hike-is-coming-3-bank-stocks-that/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe recent consumer price index release showed inflation increased 8.3% over the last year.Traders expect the Federal Reserve to raise interest rates another 75 basis points in its September...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/18/another-fed-rate-hike-is-coming-3-bank-stocks-that/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SI":"Shoulder Innovations, Inc.","TBBK":"The Bancorp","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/09/18/another-fed-rate-hike-is-coming-3-bank-stocks-that/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116701018","content_text":"KEY POINTSThe recent consumer price index release showed inflation increased 8.3% over the last year.Traders expect the Federal Reserve to raise interest rates another 75 basis points in its September meeting.Rising interest rates can benefit banks by boosting their net interest income.Over the past year, inflation has remained stubbornly high, wreaking havoc for consumers and investors alike. Economists hoped August would bring better news, but it didn't.Earlier this week, the U.S. Bureau of Labor Statistics released its August data for the consumer price index, which measures the changes in the costs of consumer goods. The release showed that prices were up 8.3% on an annual basis, with higher food and housing costs offsetting lower energy prices.Now investors look to the Federal Reserve, which has been aggressively fighting inflation with its primary tool: interest rate increases. When the Fed raised rates by 75 basis points in June, it was its largest rate hike in 28 years. The Fed raised rates another 75 basis points in July, and investors expect a similar increase during its meeting next week. While rising rates hurt most companies by raising the cost of borrowing, bank stocks benefit. Here's why.IMAGE SOURCE: GETTY IMAGES.One of the main ways banks make money is by charging customers higher interest rates on credit than they pay customers on deposits. While some banks generate extra income from fees and others have highly profitable investment banking divisions, most banks generate earnings from interest rates.Banks face challenging times when interest rates are low because that tends to compress interest rate spreads, or the amount of interest charged minus the amount paid out. When interest rates rise, this spread tends to widen, and banks see their profitability improve. With that said, here are three banks that stand to benefit in a big way from continuing rate increases.1. Bank of AmericaBank of America ranks as the second-largest bank in the U.S. with over $2 trillion in assets and is one of the most interest-rate-sensitive major banks out there. One reason is that 40% of its $1.4 trillion in deposits from consumer wealth management clients is in low- or no-interest checking accounts. As a result, Bank of America can earn more on these deposits as rates rise.Through the first six months of the year, Bank of America's net interest income (NII) rose by 18%, to $24 billion, versus the first half of the previous year. In its recent regulatory filing, the bank said a 100-basis-point increase in interest rates would help NII grow by $5 billion over the next year, an 11% increase from its trailing-12-month NII.2. The BancorpThe Bancorp is different from traditional banks because it has no branches. Instead, the bankoffers private-label banking servicesto online and nonbank lenders.The bank handles back-end services like regulatory compliance and access to payment networks, like Visa and Mastercard. Over 100 clients, like PayPal Holdings and Chime, turn to The Bancorp for these services to help nonbank clients offer their own payment products.The bank's net interest income didn't change much in the first half of the year, but that's due to a timing difference in how interest rates affect its deposits and loans. Most of The Bancorp's deposits are through prepaid and debit card account deposits, and when interest rates go up The Bancorp quickly adjusts the interest rates it pays on these deposits.However, its loans are variable rates, repriced on a lag, and take longer to adjust to changes in interest rates. These loans are generally repriced monthly or quarterly, and the bank sees higher interest rates serving as a tailwind in the second half of this year.According to its regulatory filing, a 100-basis-point parallel increase to interest rates would help NII increase by 9%, while a 200-basis-point increase would help NII grow by nearly 19%.3. Silvergate CapitalSilvergate Capital provides banking services to cryptocurrency customers, which it has done since 2013. One of its earliest products was the Silvergate Exchange Network (SEN), a payment transfer network that allows crypto exchanges, like Coinbase Global or Gemini, to transfer U.S. dollars efficiently. The SEN is interesting because it gives Silvergate a vast amount of non-interest-bearing deposits, which allows the bank to benefit significantly when interest rates go higher.The bank has over $13 billion in non-interest-bearing deposits, or 99.5% of its total deposit base. As a result, Silvergate reaps the benefits of higher interest rates on its loan portfolio while it doesn't have to increase what it pays out on its deposit accounts.Silvergate's NII grew 126% to $121 million in the year's first half. In its recent regulatory filing, the bank noted that a 100-basis-point parallel shift up in interest rates would cause NII to increase by nearly 16%, while a 200-basis-point increase would cause NII to grow by 31%.","news_type":1,"symbols_score_info":{"BAC":0.9,"SI":0.9,"TBBK":0.9}},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9995347291,"gmtCreate":1661418165516,"gmtModify":1676536515107,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"Is good as long as Apple keeps releasing new or&nbsp;better versions.&nbsp;","listText":"Is good as long as Apple keeps releasing new or&nbsp;better versions.&nbsp;","text":"Is good as long as Apple keeps releasing new or better versions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995347291","repostId":"1155224332","repostType":4,"repost":{"id":"1155224332","kind":"news","pubTimestamp":1661413530,"share":"https://ttm.financial/m/news/1155224332?lang=en_US&edition=fundamental","pubTime":"2022-08-25 15:45","market":"us","language":"en","title":"Apple Stock: Is It Overvalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155224332","media":"TheStreet","summary":"One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to ","content":"<html><head></head><body><p>One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.</p><p><b>Apple</b> stock is considered a buy by the majority of analysts that cover the name. According to TipRanks, more than 80% of Wall Street experts think that owning shares is a good idea, while only one analyst has a sell rating on the stock.</p><p>Among skeptics, one of the main arguments against owning AAPL is the elevated P/E ratio. But a closer look at the peer comparison suggests that Apple stock may be more affordable than many seem to believe.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43a857803961118aaec24d329afbb569\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Is Apple Stock Overvalued? What The Peer Comparison Says</span></p><p><b>Apple’s valuations: fair, too rich, or a bargain?</b></p><p>The following graph probably explains why so many value investors are cautious about Apple stock today. Notice what has happened to AAPL’s price-to-earnings (or P/E) ratio over the past 10 years:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0553c50e1e51280c4e0a5f50a0ab7313\" tg-width=\"1000\" tg-height=\"485\" width=\"100%\" height=\"auto\"/><span>Figure 2: Apple&#39;s valuation.</span></p><p>Starting a couple of years after the launch of the original iPad, Apple’s P/E fluctuated between 10 and 20 times for a few years. Then, beginning in 2019, the valuation multiple skyrocketed to as high as 44 times early last year, settling now to just below 30 times.</p><p>The multiple expansion happened for a few reasons, the most relevant of which was probably Apple’s business model shift to higher-margin and more predictable services. The post-iPhone X success of Apple’s smartphone segment, along with the company’s generous cash return policy, probably helped too.</p><p>But tech companies, especially those in high growth stages of their lifecycles or whose “moats” are considered wide, tend to command high P/Es. Take a look at the following table comparing some of Apple’s key valuation metrics with those of peers selected by Stock Rover:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a113f08e69b46e338f58200da166c3f0\" tg-width=\"1002\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Figure 3: Apple peers key valuation metrics selected by Stock Rover.</span></p><p>Starting with P/E, in the sixth column, notice how AAPL’s 27.6 times is actually much lower than NVIDIA’s 46.1 and Adobe’s 40.1 times, for example. Part of the reason for AAPL’s more de-risked valuation is the growth profile: while the Cupertino company is expected to increase EPS by 6% next year, NVIDIA and Adobe should deliver growth of 17% instead.</p><p>The only companies on the list with substantially lower P/E vs. Apple are Intel and Cisco, possibly Broadcom. But considering these companies and their industries’ much less encouraging growth profile, it is understandable that these stocks would trade more cheaply.</p><p>Let’s look beyond P/E. On a price-to-FCF (free cash flow) basis, Apple’s 25.6 times multiple seems even cheaper compared to the peer group. Only Broadcom and Cisco, at about 16 times, look substantially more de-risked.</p><p>Apple’s cash flow-based valuation metrics look good because the Cupertino company is particularly competent at turning earnings into hard cash. Tight control of working capital and capex is probably what best supports the argument.</p><p>Lastly, notice how Apple looks quite overvalued on a price-to-book basis. A multiple of 46.1 times, in fact, is an eye sore compared to Salesforce.com’s 3.0 times and Intel’s 1.4 times.</p><p>But here, the metric is deceivingly distorted. Because Apple buys so many of its shares via stock buybacks, the company’s equity size has been shrinking quickly over the years – which is not a bad thing at all. Since equity is the denominator in the P/B ratio, the multiple understandably looks too rich, on the surface.</p><p><b>My views on AAPL’s valuation</b></p><p>I still believe that Apple’s valuations are far from being a bargain. But at the same time, once I look at the peer group comparison, I find it hard to side with the bears as well. To me, AAPL’s P/E is fair and consistent with the robust business fundamentals of the company.</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>Apple Stock: Is It Overvalued?</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 Stock: Is It Overvalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/is-apple-stock-overvalued-what-the-peer-comparison-says><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.Apple stock is considered a buy by the ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/is-apple-stock-overvalued-what-the-peer-comparison-says\">Source 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/is-apple-stock-overvalued-what-the-peer-comparison-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155224332","content_text":"One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.Apple stock is considered a buy by the majority of analysts that cover the name. According to TipRanks, more than 80% of Wall Street experts think that owning shares is a good idea, while only one analyst has a sell rating on the stock.Among skeptics, one of the main arguments against owning AAPL is the elevated P/E ratio. But a closer look at the peer comparison suggests that Apple stock may be more affordable than many seem to believe.Figure 1: Is Apple Stock Overvalued? What The Peer Comparison SaysApple’s valuations: fair, too rich, or a bargain?The following graph probably explains why so many value investors are cautious about Apple stock today. Notice what has happened to AAPL’s price-to-earnings (or P/E) ratio over the past 10 years:Figure 2: Apple's valuation.Starting a couple of years after the launch of the original iPad, Apple’s P/E fluctuated between 10 and 20 times for a few years. Then, beginning in 2019, the valuation multiple skyrocketed to as high as 44 times early last year, settling now to just below 30 times.The multiple expansion happened for a few reasons, the most relevant of which was probably Apple’s business model shift to higher-margin and more predictable services. The post-iPhone X success of Apple’s smartphone segment, along with the company’s generous cash return policy, probably helped too.But tech companies, especially those in high growth stages of their lifecycles or whose “moats” are considered wide, tend to command high P/Es. Take a look at the following table comparing some of Apple’s key valuation metrics with those of peers selected by Stock Rover:Figure 3: Apple peers key valuation metrics selected by Stock Rover.Starting with P/E, in the sixth column, notice how AAPL’s 27.6 times is actually much lower than NVIDIA’s 46.1 and Adobe’s 40.1 times, for example. Part of the reason for AAPL’s more de-risked valuation is the growth profile: while the Cupertino company is expected to increase EPS by 6% next year, NVIDIA and Adobe should deliver growth of 17% instead.The only companies on the list with substantially lower P/E vs. Apple are Intel and Cisco, possibly Broadcom. But considering these companies and their industries’ much less encouraging growth profile, it is understandable that these stocks would trade more cheaply.Let’s look beyond P/E. On a price-to-FCF (free cash flow) basis, Apple’s 25.6 times multiple seems even cheaper compared to the peer group. Only Broadcom and Cisco, at about 16 times, look substantially more de-risked.Apple’s cash flow-based valuation metrics look good because the Cupertino company is particularly competent at turning earnings into hard cash. Tight control of working capital and capex is probably what best supports the argument.Lastly, notice how Apple looks quite overvalued on a price-to-book basis. A multiple of 46.1 times, in fact, is an eye sore compared to Salesforce.com’s 3.0 times and Intel’s 1.4 times.But here, the metric is deceivingly distorted. Because Apple buys so many of its shares via stock buybacks, the company’s equity size has been shrinking quickly over the years – which is not a bad thing at all. Since equity is the denominator in the P/B ratio, the multiple understandably looks too rich, on the surface.My views on AAPL’s valuationI still believe that Apple’s valuations are far from being a bargain. But at the same time, once I look at the peer group comparison, I find it hard to side with the bears as well. To me, AAPL’s P/E is fair and consistent with the robust business fundamentals of the company.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071745101,"gmtCreate":1657589088003,"gmtModify":1676536030845,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"PC going the way of dinosaur?&nbsp;","listText":"PC going the way of dinosaur?&nbsp;","text":"PC going the way of dinosaur?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071745101","repostId":"2250596737","repostType":4,"repost":{"id":"2250596737","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1657587574,"share":"https://ttm.financial/m/news/2250596737?lang=en_US&edition=fundamental","pubTime":"2022-07-12 08:59","market":"us","language":"en","title":"PC Industry Suffered Worst Decline in Years, but How Bad It Is Depends on Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2250596737","media":"Dow Jones","summary":"Personal-computer shipments suffered their sharpest year-over-year decline in years last quarter, bu","content":"<html><head></head><body><p>Personal-computer shipments suffered their sharpest year-over-year decline in years last quarter, but how many years depends on the performance of Apple Inc.</p><p>On Monday, research firms International Data Group and Gartner both released estimates of world-wide second-quarter PC shipments, and both show a double-digit percentage decline back to levels from before the COVID-19 pandemic launched a boom in computer sales. While Gartner characterized the drop as the &#34;sharpest decline in nine years,&#34; IDC told MarketWatch that &#34;from a growth rate perspective,&#34; it&#39;s the worst drop their analysts have tracked since they started covering the PC market in the mid-1990s.</p><p>IDC reported that shipments dropped 15.3% to 71.3 million, the second quarterly decline in a row and a deeper drop than the single-digit one seen in the first quarter, with an analyst saying that that consumer demand &#34;is at risk of perishing in the long term.&#34; Gartner reported that shipments fell 12.6% from last year to 72 million.</p><p>The discrepancy lies in Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>: Gartner estimates Apple shipments rose 9.3% to 6.4 million units, but IDC tracked a 22.5% decline to 4.8 million units. Gartner Research Director Mikako Kitagawa told MarketWatch she could not speak for IDC&#39;s figures, but she said the firms have different historical numbers that affect growth and decline rates, and that her estimates &#34;count all Mac devices,&#34; based on the assumed &#34;steady refresh demands of M1 Mac, which was accelerated by the business users.&#34;</p><p>See also: Mac renaissance shows Apple winning &#39;in a market where everyone counted them out&#39;</p><p>IDC&#39;s Mobile Device Trackers research manager Jitesh Ubrani also told MarketWatch he could not comment on Gartner&#39;s research or methodology, but offered some more color.</p><p>&#34;What I will say is that based on IDC&#39;s research, we heard that Apple was targeting higher volumes 2Q but due to lockdowns and worsening logistics their volume was below target and our preliminary research landed us at the 4.8M,&#34; Ubrani told MarketWatch in emailed comments. &#34;June in particular was a bad month as volumes dipped below targets.&#34;</p><p>The firms agreed that the decline was relatively broad-based, blaming persistent supply-chain issues, China&#39;s COVID lockdowns and macroeconomic headwinds, with the biggest declines in shipments coming from U.S. heavyweight HP Inc. <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a></p><p>&#34;Fears over a recession continue to mount and weaken demand across segments,&#34; Ubrani said in a statement.</p><p>&#34;Consumer demand for PCs has weakened in the near term and is at risk of perishing in the long term as consumers become more cautious about their spending and once again grow accustomed to computing across device types such as phones and tablets,&#34; Ubrani said. &#34;Meanwhile, commercial demand has been more robust although it has also declined as businesses delay purchases.&#34;</p><p>&#34;The decline we saw in the first quarter of 2022 has accelerated in the second quarter, driven by the ongoing geopolitical instability caused by the Russian Invasion of Ukraine, inflationary pressure on spending and a steep downturn in demand for Chromebooks,&#34; Gartner&#39;s Kitagawa in a statement.</p><p>&#34;Supply chain disruptions also continued, but the major cause of PC delivery delays changed from component shortages to logistics disruptions,&#34; Kitagawa said. &#34;Enterprise buyers continued to experience longer PC delivery times than usual, but the lead times began to improve by the end of the second quarter, partially because key cities in China reopened in the middle of the quarter.&#34;</p><p>IDC said this year&#39;s second-quarter sales are similar to those at the beginning of the COVID-19 pandemic, when volumes for the second quarter of 2020 were 74.3 million, IDC said. PC sales boomed during the first two years of the pandemic as consumers and businesses stocked up to work from home and use videoconferencing software such as <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc(ZM) that taxed older computers.</p><p>China&#39;s Lenovo Group Ltd.  led the pack in shipments, according to IDC tabulations, with shipments declining 12.1% to 17.5 million units, as HP shipments dropped 27.6% to 13.5 million units. Dell Technologies Inc.&#39;s <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> shipments declined 5.3% to 13.2 million units, while <a href=\"https://laohu8.com/S/ASIYF\">Acer Inc.</a>&#39;s  shipments dropped 19.2% to 5 million units. Apple and Asustek Computer Inc.  tied for a &#34;statistical&#34; fifth place, IDC said.</p><p>Gartner reported that Lenovo shipments fell 12.5% to 17.9 million units, HP shipments dropped 27.5% to 13.5 million units, and Dell shipments declined 5.2% to 13.3 million units. Gartner also said that Acer shipments fell 18.7% to 5.1 million units, and Asustek shipments fell 4.3% to 4.7 million units.</p><p>There don&#39;t seem to be any signs of improvement, Citi Research analyst Christopher Danley said in a Monday note. While June notebook shipments were up 31% month-over-month, that was below his expectation of a 40% rise.</p><p>&#34;We expect PC demand to continue to decline throughout 2022 in to 2023,&#34; Danley said. The analyst reiterated his neutral ratings both on Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD.AU\">$(AMD.AU)$</a> although Intel appears more at risk when it comes to a PC downturn.</p><p>Danley said that while AMD derives about 35% of its revenue from the PC industry, 90% of Intel&#39;s sales come from PC and server segments.</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>PC Industry Suffered Worst Decline in Years, but How Bad It Is Depends on Apple</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\">\nPC Industry Suffered Worst Decline in Years, but How Bad It Is Depends on Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-12 08:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Personal-computer shipments suffered their sharpest year-over-year decline in years last quarter, but how many years depends on the performance of Apple Inc.</p><p>On Monday, research firms International Data Group and Gartner both released estimates of world-wide second-quarter PC shipments, and both show a double-digit percentage decline back to levels from before the COVID-19 pandemic launched a boom in computer sales. While Gartner characterized the drop as the &#34;sharpest decline in nine years,&#34; IDC told MarketWatch that &#34;from a growth rate perspective,&#34; it&#39;s the worst drop their analysts have tracked since they started covering the PC market in the mid-1990s.</p><p>IDC reported that shipments dropped 15.3% to 71.3 million, the second quarterly decline in a row and a deeper drop than the single-digit one seen in the first quarter, with an analyst saying that that consumer demand &#34;is at risk of perishing in the long term.&#34; Gartner reported that shipments fell 12.6% from last year to 72 million.</p><p>The discrepancy lies in Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>: Gartner estimates Apple shipments rose 9.3% to 6.4 million units, but IDC tracked a 22.5% decline to 4.8 million units. Gartner Research Director Mikako Kitagawa told MarketWatch she could not speak for IDC&#39;s figures, but she said the firms have different historical numbers that affect growth and decline rates, and that her estimates &#34;count all Mac devices,&#34; based on the assumed &#34;steady refresh demands of M1 Mac, which was accelerated by the business users.&#34;</p><p>See also: Mac renaissance shows Apple winning &#39;in a market where everyone counted them out&#39;</p><p>IDC&#39;s Mobile Device Trackers research manager Jitesh Ubrani also told MarketWatch he could not comment on Gartner&#39;s research or methodology, but offered some more color.</p><p>&#34;What I will say is that based on IDC&#39;s research, we heard that Apple was targeting higher volumes 2Q but due to lockdowns and worsening logistics their volume was below target and our preliminary research landed us at the 4.8M,&#34; Ubrani told MarketWatch in emailed comments. &#34;June in particular was a bad month as volumes dipped below targets.&#34;</p><p>The firms agreed that the decline was relatively broad-based, blaming persistent supply-chain issues, China&#39;s COVID lockdowns and macroeconomic headwinds, with the biggest declines in shipments coming from U.S. heavyweight HP Inc. <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a></p><p>&#34;Fears over a recession continue to mount and weaken demand across segments,&#34; Ubrani said in a statement.</p><p>&#34;Consumer demand for PCs has weakened in the near term and is at risk of perishing in the long term as consumers become more cautious about their spending and once again grow accustomed to computing across device types such as phones and tablets,&#34; Ubrani said. &#34;Meanwhile, commercial demand has been more robust although it has also declined as businesses delay purchases.&#34;</p><p>&#34;The decline we saw in the first quarter of 2022 has accelerated in the second quarter, driven by the ongoing geopolitical instability caused by the Russian Invasion of Ukraine, inflationary pressure on spending and a steep downturn in demand for Chromebooks,&#34; Gartner&#39;s Kitagawa in a statement.</p><p>&#34;Supply chain disruptions also continued, but the major cause of PC delivery delays changed from component shortages to logistics disruptions,&#34; Kitagawa said. &#34;Enterprise buyers continued to experience longer PC delivery times than usual, but the lead times began to improve by the end of the second quarter, partially because key cities in China reopened in the middle of the quarter.&#34;</p><p>IDC said this year&#39;s second-quarter sales are similar to those at the beginning of the COVID-19 pandemic, when volumes for the second quarter of 2020 were 74.3 million, IDC said. PC sales boomed during the first two years of the pandemic as consumers and businesses stocked up to work from home and use videoconferencing software such as <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc(ZM) that taxed older computers.</p><p>China&#39;s Lenovo Group Ltd.  led the pack in shipments, according to IDC tabulations, with shipments declining 12.1% to 17.5 million units, as HP shipments dropped 27.6% to 13.5 million units. Dell Technologies Inc.&#39;s <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> shipments declined 5.3% to 13.2 million units, while <a href=\"https://laohu8.com/S/ASIYF\">Acer Inc.</a>&#39;s  shipments dropped 19.2% to 5 million units. Apple and Asustek Computer Inc.  tied for a &#34;statistical&#34; fifth place, IDC said.</p><p>Gartner reported that Lenovo shipments fell 12.5% to 17.9 million units, HP shipments dropped 27.5% to 13.5 million units, and Dell shipments declined 5.2% to 13.3 million units. Gartner also said that Acer shipments fell 18.7% to 5.1 million units, and Asustek shipments fell 4.3% to 4.7 million units.</p><p>There don&#39;t seem to be any signs of improvement, Citi Research analyst Christopher Danley said in a Monday note. While June notebook shipments were up 31% month-over-month, that was below his expectation of a 40% rise.</p><p>&#34;We expect PC demand to continue to decline throughout 2022 in to 2023,&#34; Danley said. The analyst reiterated his neutral ratings both on Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD.AU\">$(AMD.AU)$</a> although Intel appears more at risk when it comes to a PC downturn.</p><p>Danley said that while AMD derives about 35% of its revenue from the PC industry, 90% of Intel&#39;s sales come from PC and server segments.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","AAPL":"苹果","BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","HPQ":"惠普","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250596737","content_text":"Personal-computer shipments suffered their sharpest year-over-year decline in years last quarter, but how many years depends on the performance of Apple Inc.On Monday, research firms International Data Group and Gartner both released estimates of world-wide second-quarter PC shipments, and both show a double-digit percentage decline back to levels from before the COVID-19 pandemic launched a boom in computer sales. While Gartner characterized the drop as the \"sharpest decline in nine years,\" IDC told MarketWatch that \"from a growth rate perspective,\" it's the worst drop their analysts have tracked since they started covering the PC market in the mid-1990s.IDC reported that shipments dropped 15.3% to 71.3 million, the second quarterly decline in a row and a deeper drop than the single-digit one seen in the first quarter, with an analyst saying that that consumer demand \"is at risk of perishing in the long term.\" Gartner reported that shipments fell 12.6% from last year to 72 million.The discrepancy lies in Apple $(AAPL)$: Gartner estimates Apple shipments rose 9.3% to 6.4 million units, but IDC tracked a 22.5% decline to 4.8 million units. Gartner Research Director Mikako Kitagawa told MarketWatch she could not speak for IDC's figures, but she said the firms have different historical numbers that affect growth and decline rates, and that her estimates \"count all Mac devices,\" based on the assumed \"steady refresh demands of M1 Mac, which was accelerated by the business users.\"See also: Mac renaissance shows Apple winning 'in a market where everyone counted them out'IDC's Mobile Device Trackers research manager Jitesh Ubrani also told MarketWatch he could not comment on Gartner's research or methodology, but offered some more color.\"What I will say is that based on IDC's research, we heard that Apple was targeting higher volumes 2Q but due to lockdowns and worsening logistics their volume was below target and our preliminary research landed us at the 4.8M,\" Ubrani told MarketWatch in emailed comments. \"June in particular was a bad month as volumes dipped below targets.\"The firms agreed that the decline was relatively broad-based, blaming persistent supply-chain issues, China's COVID lockdowns and macroeconomic headwinds, with the biggest declines in shipments coming from U.S. heavyweight HP Inc. $(HPQ)$\"Fears over a recession continue to mount and weaken demand across segments,\" Ubrani said in a statement.\"Consumer demand for PCs has weakened in the near term and is at risk of perishing in the long term as consumers become more cautious about their spending and once again grow accustomed to computing across device types such as phones and tablets,\" Ubrani said. \"Meanwhile, commercial demand has been more robust although it has also declined as businesses delay purchases.\"\"The decline we saw in the first quarter of 2022 has accelerated in the second quarter, driven by the ongoing geopolitical instability caused by the Russian Invasion of Ukraine, inflationary pressure on spending and a steep downturn in demand for Chromebooks,\" Gartner's Kitagawa in a statement.\"Supply chain disruptions also continued, but the major cause of PC delivery delays changed from component shortages to logistics disruptions,\" Kitagawa said. \"Enterprise buyers continued to experience longer PC delivery times than usual, but the lead times began to improve by the end of the second quarter, partially because key cities in China reopened in the middle of the quarter.\"IDC said this year's second-quarter sales are similar to those at the beginning of the COVID-19 pandemic, when volumes for the second quarter of 2020 were 74.3 million, IDC said. PC sales boomed during the first two years of the pandemic as consumers and businesses stocked up to work from home and use videoconferencing software such as Zoom Video Communications Inc(ZM) that taxed older computers.China's Lenovo Group Ltd.  led the pack in shipments, according to IDC tabulations, with shipments declining 12.1% to 17.5 million units, as HP shipments dropped 27.6% to 13.5 million units. Dell Technologies Inc.'s $(DELL)$ shipments declined 5.3% to 13.2 million units, while Acer Inc.'s  shipments dropped 19.2% to 5 million units. Apple and Asustek Computer Inc.  tied for a \"statistical\" fifth place, IDC said.Gartner reported that Lenovo shipments fell 12.5% to 17.9 million units, HP shipments dropped 27.5% to 13.5 million units, and Dell shipments declined 5.2% to 13.3 million units. Gartner also said that Acer shipments fell 18.7% to 5.1 million units, and Asustek shipments fell 4.3% to 4.7 million units.There don't seem to be any signs of improvement, Citi Research analyst Christopher Danley said in a Monday note. While June notebook shipments were up 31% month-over-month, that was below his expectation of a 40% rise.\"We expect PC demand to continue to decline throughout 2022 in to 2023,\" Danley said. The analyst reiterated his neutral ratings both on Intel Corp. $(INTC)$ and Advanced Micro Devices Inc. $(AMD.AU)$ although Intel appears more at risk when it comes to a PC downturn.Danley said that while AMD derives about 35% of its revenue from the PC industry, 90% of Intel's sales come from PC and server segments.","news_type":1,"symbols_score_info":{"AAPL":1,"HPQ":0.9}},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103864033944460","authorId":"4103864033944460","name":"PaperPlay","avatar":"https://community-static.tradeup.com/news/f9bd8cbd182d6cb24667a31115671409","crmLevel":12,"crmLevelSwitch":0,"idStr":"4103864033944460","authorIdStr":"4103864033944460"},"content":"Never say never","text":"Never say never","html":"Never say never"},{"author":{"id":"3571792373977202","authorId":"3571792373977202","name":"MickeyLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3571792373977202","authorIdStr":"3571792373977202"},"content":"it's just back to normal trend","text":"it's just back to normal trend","html":"it's just back to normal trend"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934714841,"gmtCreate":1663300128683,"gmtModify":1676537247932,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"Buy now AND wait","listText":"Buy now AND wait","text":"Buy now AND wait","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9934714841","repostId":"2267657881","repostType":4,"repost":{"id":"2267657881","kind":"highlight","pubTimestamp":1663296968,"share":"https://ttm.financial/m/news/2267657881?lang=en_US&edition=fundamental","pubTime":"2022-09-16 10:56","market":"us","language":"en","title":"Should You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice","url":"https://stock-news.laohu8.com/highlight/detail?id=2267657881","media":"MotleyFool","summary":"Stock market investors have had a tough time so far this year. Major market benchmarks are sharply l","content":"<div>\n<p>Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/\">Source Link</a>\n\n</div>\n","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice</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\">\nShould You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BRK.B":"伯克希尔B","BK4581":"高盛持仓","BRK.A":"伯克希尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4176":"多领域控股"},"source_url":"https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267657881","content_text":"Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing, some new concern sends stocks reeling once again.For those with money to invest, falling markets pose a conundrum. On one hand, share prices for thousands of stocks are much more attractive than they were a year ago, so if you still believe that a company's business will succeed in the long run, getting to invest in more shares at lower prices is a bargain opportunity. On the other hand, nobody wants to buy a stock only to see it continue to lose ground.So should you buy stocks now, or wait for some future sign? To get some insight on that question, it's helpful to turn to the words of legendary investor Warren Buffett. The Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO has been through plenty of bear markets in his long investing career, and his long-term investing approach has paid off with market-crushing returns through thick and thin. Here's what Buffett has given as advice to those trying to decide whether to invest or wait in tough times.Buffett's advice for active investorsBuffett has a couple of ideas for active investors that at first seem to be in conflict. When you think about it, though, the net takeaway is to be aggressive but selective in choosing stocks to buy during difficult market conditions.Buffett's aggressive nature shines through in several statements. In the shareholder letter that came out in 2010, the Berkshire CEO wrote: \"Big opportunities come infrequently. When it's raining gold, reach for a bucket, not a thimble.\" That approach in the aftermath of the financial crisis proved to be quite timely, as the ensuing bull market lasted throughout the 2010s and was one of the most prosperous periods in stock market history. It also underscores his much more commonly cited aphorism, \"Be greedy when markets are fearful.\"Yet Buffett's success has largely come from being selective with his investments. Fortunately, tough times offer great opportunities to see the truth about companies. As he noted in the shareholder letter that came out in 2002, \"You only find out who is swimming naked when the tide goes out.\" Even poorly run companies can do well in bull markets, but bear markets separate the wheat from the chaff.Moreover, Buffett isn't hesitant to hold off on investments he's not completely confident about making. As he was quoted at the 1999 Berkshire shareholder meeting as saying: \"The stock market is a no-called-strike game. You don't have to swing at everything. You can wait for your pitch.\"Buffett's advice to less-active investorsNot everyone wants to spend a lot of time figuring out which companies are most likely to outperform their peers. For those less-active investors, Buffett also has some simple advice: Dollar-cost average using index funds.Here's specifically what Buffett told investors at Berkshire's 2004 annual shareholders' meeting: \"If you accumulate a low-cost index fund over 10 years with fairly regular sums, I think you will probably do better than 90% of the people around you that take up investing at a similar time.\"Fortunately, there are plenty of such investing vehicles available for those who don't want to dive into individual stocks. Tracking popular indexes like the S&P 500 or even the entire universe of stocks is possible through mutual funds and exchange-traded funds, many of which charge 0.1% or less in annual expenses to investors.The right answer for youThe most important attribute successful investors share is having an investing strategy. What that strategy looks like, though, can differ among investors without sacrificing the potential for success. Buffett clearly understands this, and it's why he acknowledges that different strategies will work better for different people.In general, though, Buffett's a big believer in bucking market trends, taking advantage of bargain opportunities, and beating back your emotions. The times when you're likely most scared to invest have historically been the best times to get your money working the markets, and so even if you don't dive in right now, you won't want to wait too long before getting a solid investing plan in place.","news_type":1,"symbols_score_info":{"BRK.A":1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939528826,"gmtCreate":1662134793165,"gmtModify":1676537005772,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"Inflation is here to stay...&nbsp;","listText":"Inflation is here to stay...&nbsp;","text":"Inflation is here to stay...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9939528826","repostId":"1150975576","repostType":4,"repost":{"id":"1150975576","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1662131385,"share":"https://ttm.financial/m/news/1150975576?lang=en_US&edition=fundamental","pubTime":"2022-09-02 23:09","market":"us","language":"en","title":"Fed's Job-Friendly “Soft Landing” Hinges on History Not Repeating","url":"https://stock-news.laohu8.com/highlight/detail?id=1150975576","media":"Reuters","summary":"(Reuters) - Federal Reserve officials have acknowledged that the battle against inflation will be pa","content":"<html><head></head><body><p>(Reuters) - Federal Reserve officials have acknowledged that the battle against inflation will be paid for with lost jobs, and the U.S. central bank will need an unlikely combination of events to keep those losses to a minimum as interest rates continue to rise.</p><p>Economists assessing the trade-off facing the Fed estimate U.S. employment could drop by anywhere from a few hundred thousand positions to as many as several million before the Fed fixes the worst outbreak of inflation in 40 years.</p><p>The final tally will depend on how closely the economy follows patterns seen in recent decades, to what extent things like improved global supply chains help lower inflation, and how strict the Fed is in enforcing its 2% inflation goal.</p><p>With the central bank&#39;s preferred inflation measure currently increasing at a more than a 6% annual rate, Joe Brusuelas, chief U.S. economist at RSM, a U.S.-based consulting firm, estimates it would take 5.3 million lost jobs and an unemployment rate of 6.7%, substantially above the 3.7% seen in August, to lower inflation to 2%.</p><p>&#34;Can the Fed achieve a pure soft landing? ... Probably not,&#34; Brusuelas said, referring to a scenario in which monetary tightening slows the economy, and inflation, without triggering a recession. &#34;It is difficult to envision a benign outcome.&#34;</p><p>Data on August jobs, released Friday, gave the Fed a bit of a reprieve. U.S. firms added 315,000 jobs in August, a slowing from the blow-out half-million jobs added in July and a sign that some of the economy&#39;s post-pandemic excesses may be moderating without giving way altogether.</p><p>In addition, the number of people in the labor force surged by nearly 800,000 to a new record high - a dynamic Fed officials have been banking on to ease wage pressures over time. Because many of those new entrants had yet to find a job, the unemployment rate rose to 3.7% from 3.5%, an increase Fed officials are likely to see as constructive since it indicates a greater supply of people willing to take jobs if offered.</p><p>Fed officials hope the burden of fighting inflation falls less on employment than other parts of the economy, even as for months they&#39;ve bemoaned the labor market&#39;s current state as unsustainable.</p><p>The August jobs report did not ease all those concerns. Average hourly earnings continued to increase at a 5.2% year- over-year pace, the same as the month before.</p><p>Fed officials feel that needs to slow, with Cleveland Fed President Loretta Mester saying this week she feltwage growth would &#34;need to moderate to around 3.25% to 3.5% to be consistent with price stability.&#34;</p><h3>&#39;UNPRECEDENTED&#39;</h3><p>Fed officials have been less specific about what will bring things into balance, with some of the working ideas requiring U.S. job markets to act differently than they have in the past.</p><p>Fed Governor Christopher Waller has pointed to the Beveridge Curve, which plots the relationship between job openings and the unemployment rate, to argue that the labor market could behave differently this time.</p><p>The current ratio of two job openings for each unemployed person is a record high. Typically when the job vacancy rate falls, the unemployment rate rises as it becomes harder for job seekers to find a match. But Waller argues the Beveridge Curve changed during the pandemic, and is in a place now that would allow job openings to fall sharply as the economy slows, relieving pressure on wages and prices, without much of a rise in unemployment.</p><p>&#34;We recognize that it would be unprecedented for vacancies to decline by a large amount without the economy falling into recession...We are, in effect, saying that something unprecedented can occur because the labor market is in an unprecedented situation,&#34; Waller wrote in a research note published by the Fed in late July.</p><p>Other soft-landing narratives also hang on history not repeating.</p><h3>HELPING HAND</h3><p>In June, for example, the median estimate among Fed officials was for unemployment to rise somewhat - but only to about 4.1% by the end of 2024, a slow and limited climb.</p><p>Updated projections are due to be released at the end of the Fed&#39;s policy meeting on September 20-21. If, as expected, those projections show higher unemployment, the chances for a soft landing will confront an unpleasant historical fact: Once the U.S. unemployment rate increases beyond a certain amount, it tends to keep rising.</p><p>Since at least the late 1940s, even modest increases of half a percentage point in the unemployment rate from a year earlier - the magnitude of increase Fed officials have begun to hint at - have tended to spiral to jumps of 2 percentage points or more.</p><p>At the current labor force level of 164.7 million, that would translate into around 3.3 million fewer people employed - below some estimates but still high.</p><p>&#34;Usually, once the labor market gets going downhill, it picks up speed and it goes,&#34; said Claudia Sahm, a former Fed economist and founder of Sahm Consulting.</p><p>As a Fed economist, she developed the eponymous &#34;Sahm Rule,&#34; which says that once the three-month average unemployment rate rises half a percentage point from its recent low, the economy is already in recession. Given the oddities of the pandemic-era labor market, however, she&#39;s open to an exception this time.</p><p>Sahm&#39;s baseline is for a rise in the unemployment rate to around 4%, which would translate into a loss of fewer than a million jobs, but for the economy to avoid a recession.</p><p>A lot would have to go right to get that outcome.</p><p>The August jobs report shows how it could work: An unemployment rate driven higher by more people joining the labor force rather than by the rounds of layoffs seen during a recession.</p><p>The best outcome for the Fed &#34;hinges on supply chains healing, more people coming back into the workforce, more price sensitivity by consumers,&#34; Sahm said. &#34;It&#39;s a normalization of the economy.&#34;</p><p>If that doesn&#39;t happen, and labor market pain increases, the Fed would have options, including raising the inflation target from the current 2%. Brusuelas estimates that getting to a 3% inflation rate would cost 3.6 million fewer jobs than insisting on hitting the current target, with the unemployment rate rising by just over one percentage point from the current level.</p><p>So far, that&#39;s not a conversation the Fed wants to have.</p><p>&#34;We&#39;ve communicated over and over and over again our commitment to achieve that 2% goal,&#34; New York Fed President John Williams told the Wall Street Journal this week. &#34;I think it&#39;ll take a few years, but there&#39;s no confusion ... We&#39;re absolutely committed to doing it.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Job-Friendly “Soft Landing” Hinges on History Not Repeating</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\">\nFed's Job-Friendly “Soft Landing” Hinges on History Not Repeating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-02 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Federal Reserve officials have acknowledged that the battle against inflation will be paid for with lost jobs, and the U.S. central bank will need an unlikely combination of events to keep those losses to a minimum as interest rates continue to rise.</p><p>Economists assessing the trade-off facing the Fed estimate U.S. employment could drop by anywhere from a few hundred thousand positions to as many as several million before the Fed fixes the worst outbreak of inflation in 40 years.</p><p>The final tally will depend on how closely the economy follows patterns seen in recent decades, to what extent things like improved global supply chains help lower inflation, and how strict the Fed is in enforcing its 2% inflation goal.</p><p>With the central bank&#39;s preferred inflation measure currently increasing at a more than a 6% annual rate, Joe Brusuelas, chief U.S. economist at RSM, a U.S.-based consulting firm, estimates it would take 5.3 million lost jobs and an unemployment rate of 6.7%, substantially above the 3.7% seen in August, to lower inflation to 2%.</p><p>&#34;Can the Fed achieve a pure soft landing? ... Probably not,&#34; Brusuelas said, referring to a scenario in which monetary tightening slows the economy, and inflation, without triggering a recession. &#34;It is difficult to envision a benign outcome.&#34;</p><p>Data on August jobs, released Friday, gave the Fed a bit of a reprieve. U.S. firms added 315,000 jobs in August, a slowing from the blow-out half-million jobs added in July and a sign that some of the economy&#39;s post-pandemic excesses may be moderating without giving way altogether.</p><p>In addition, the number of people in the labor force surged by nearly 800,000 to a new record high - a dynamic Fed officials have been banking on to ease wage pressures over time. Because many of those new entrants had yet to find a job, the unemployment rate rose to 3.7% from 3.5%, an increase Fed officials are likely to see as constructive since it indicates a greater supply of people willing to take jobs if offered.</p><p>Fed officials hope the burden of fighting inflation falls less on employment than other parts of the economy, even as for months they&#39;ve bemoaned the labor market&#39;s current state as unsustainable.</p><p>The August jobs report did not ease all those concerns. Average hourly earnings continued to increase at a 5.2% year- over-year pace, the same as the month before.</p><p>Fed officials feel that needs to slow, with Cleveland Fed President Loretta Mester saying this week she feltwage growth would &#34;need to moderate to around 3.25% to 3.5% to be consistent with price stability.&#34;</p><h3>&#39;UNPRECEDENTED&#39;</h3><p>Fed officials have been less specific about what will bring things into balance, with some of the working ideas requiring U.S. job markets to act differently than they have in the past.</p><p>Fed Governor Christopher Waller has pointed to the Beveridge Curve, which plots the relationship between job openings and the unemployment rate, to argue that the labor market could behave differently this time.</p><p>The current ratio of two job openings for each unemployed person is a record high. Typically when the job vacancy rate falls, the unemployment rate rises as it becomes harder for job seekers to find a match. But Waller argues the Beveridge Curve changed during the pandemic, and is in a place now that would allow job openings to fall sharply as the economy slows, relieving pressure on wages and prices, without much of a rise in unemployment.</p><p>&#34;We recognize that it would be unprecedented for vacancies to decline by a large amount without the economy falling into recession...We are, in effect, saying that something unprecedented can occur because the labor market is in an unprecedented situation,&#34; Waller wrote in a research note published by the Fed in late July.</p><p>Other soft-landing narratives also hang on history not repeating.</p><h3>HELPING HAND</h3><p>In June, for example, the median estimate among Fed officials was for unemployment to rise somewhat - but only to about 4.1% by the end of 2024, a slow and limited climb.</p><p>Updated projections are due to be released at the end of the Fed&#39;s policy meeting on September 20-21. If, as expected, those projections show higher unemployment, the chances for a soft landing will confront an unpleasant historical fact: Once the U.S. unemployment rate increases beyond a certain amount, it tends to keep rising.</p><p>Since at least the late 1940s, even modest increases of half a percentage point in the unemployment rate from a year earlier - the magnitude of increase Fed officials have begun to hint at - have tended to spiral to jumps of 2 percentage points or more.</p><p>At the current labor force level of 164.7 million, that would translate into around 3.3 million fewer people employed - below some estimates but still high.</p><p>&#34;Usually, once the labor market gets going downhill, it picks up speed and it goes,&#34; said Claudia Sahm, a former Fed economist and founder of Sahm Consulting.</p><p>As a Fed economist, she developed the eponymous &#34;Sahm Rule,&#34; which says that once the three-month average unemployment rate rises half a percentage point from its recent low, the economy is already in recession. Given the oddities of the pandemic-era labor market, however, she&#39;s open to an exception this time.</p><p>Sahm&#39;s baseline is for a rise in the unemployment rate to around 4%, which would translate into a loss of fewer than a million jobs, but for the economy to avoid a recession.</p><p>A lot would have to go right to get that outcome.</p><p>The August jobs report shows how it could work: An unemployment rate driven higher by more people joining the labor force rather than by the rounds of layoffs seen during a recession.</p><p>The best outcome for the Fed &#34;hinges on supply chains healing, more people coming back into the workforce, more price sensitivity by consumers,&#34; Sahm said. &#34;It&#39;s a normalization of the economy.&#34;</p><p>If that doesn&#39;t happen, and labor market pain increases, the Fed would have options, including raising the inflation target from the current 2%. Brusuelas estimates that getting to a 3% inflation rate would cost 3.6 million fewer jobs than insisting on hitting the current target, with the unemployment rate rising by just over one percentage point from the current level.</p><p>So far, that&#39;s not a conversation the Fed wants to have.</p><p>&#34;We&#39;ve communicated over and over and over again our commitment to achieve that 2% goal,&#34; New York Fed President John Williams told the Wall Street Journal this week. &#34;I think it&#39;ll take a few years, but there&#39;s no confusion ... We&#39;re absolutely committed to doing it.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150975576","content_text":"(Reuters) - Federal Reserve officials have acknowledged that the battle against inflation will be paid for with lost jobs, and the U.S. central bank will need an unlikely combination of events to keep those losses to a minimum as interest rates continue to rise.Economists assessing the trade-off facing the Fed estimate U.S. employment could drop by anywhere from a few hundred thousand positions to as many as several million before the Fed fixes the worst outbreak of inflation in 40 years.The final tally will depend on how closely the economy follows patterns seen in recent decades, to what extent things like improved global supply chains help lower inflation, and how strict the Fed is in enforcing its 2% inflation goal.With the central bank's preferred inflation measure currently increasing at a more than a 6% annual rate, Joe Brusuelas, chief U.S. economist at RSM, a U.S.-based consulting firm, estimates it would take 5.3 million lost jobs and an unemployment rate of 6.7%, substantially above the 3.7% seen in August, to lower inflation to 2%.\"Can the Fed achieve a pure soft landing? ... Probably not,\" Brusuelas said, referring to a scenario in which monetary tightening slows the economy, and inflation, without triggering a recession. \"It is difficult to envision a benign outcome.\"Data on August jobs, released Friday, gave the Fed a bit of a reprieve. U.S. firms added 315,000 jobs in August, a slowing from the blow-out half-million jobs added in July and a sign that some of the economy's post-pandemic excesses may be moderating without giving way altogether.In addition, the number of people in the labor force surged by nearly 800,000 to a new record high - a dynamic Fed officials have been banking on to ease wage pressures over time. Because many of those new entrants had yet to find a job, the unemployment rate rose to 3.7% from 3.5%, an increase Fed officials are likely to see as constructive since it indicates a greater supply of people willing to take jobs if offered.Fed officials hope the burden of fighting inflation falls less on employment than other parts of the economy, even as for months they've bemoaned the labor market's current state as unsustainable.The August jobs report did not ease all those concerns. Average hourly earnings continued to increase at a 5.2% year- over-year pace, the same as the month before.Fed officials feel that needs to slow, with Cleveland Fed President Loretta Mester saying this week she feltwage growth would \"need to moderate to around 3.25% to 3.5% to be consistent with price stability.\"'UNPRECEDENTED'Fed officials have been less specific about what will bring things into balance, with some of the working ideas requiring U.S. job markets to act differently than they have in the past.Fed Governor Christopher Waller has pointed to the Beveridge Curve, which plots the relationship between job openings and the unemployment rate, to argue that the labor market could behave differently this time.The current ratio of two job openings for each unemployed person is a record high. Typically when the job vacancy rate falls, the unemployment rate rises as it becomes harder for job seekers to find a match. But Waller argues the Beveridge Curve changed during the pandemic, and is in a place now that would allow job openings to fall sharply as the economy slows, relieving pressure on wages and prices, without much of a rise in unemployment.\"We recognize that it would be unprecedented for vacancies to decline by a large amount without the economy falling into recession...We are, in effect, saying that something unprecedented can occur because the labor market is in an unprecedented situation,\" Waller wrote in a research note published by the Fed in late July.Other soft-landing narratives also hang on history not repeating.HELPING HANDIn June, for example, the median estimate among Fed officials was for unemployment to rise somewhat - but only to about 4.1% by the end of 2024, a slow and limited climb.Updated projections are due to be released at the end of the Fed's policy meeting on September 20-21. If, as expected, those projections show higher unemployment, the chances for a soft landing will confront an unpleasant historical fact: Once the U.S. unemployment rate increases beyond a certain amount, it tends to keep rising.Since at least the late 1940s, even modest increases of half a percentage point in the unemployment rate from a year earlier - the magnitude of increase Fed officials have begun to hint at - have tended to spiral to jumps of 2 percentage points or more.At the current labor force level of 164.7 million, that would translate into around 3.3 million fewer people employed - below some estimates but still high.\"Usually, once the labor market gets going downhill, it picks up speed and it goes,\" said Claudia Sahm, a former Fed economist and founder of Sahm Consulting.As a Fed economist, she developed the eponymous \"Sahm Rule,\" which says that once the three-month average unemployment rate rises half a percentage point from its recent low, the economy is already in recession. Given the oddities of the pandemic-era labor market, however, she's open to an exception this time.Sahm's baseline is for a rise in the unemployment rate to around 4%, which would translate into a loss of fewer than a million jobs, but for the economy to avoid a recession.A lot would have to go right to get that outcome.The August jobs report shows how it could work: An unemployment rate driven higher by more people joining the labor force rather than by the rounds of layoffs seen during a recession.The best outcome for the Fed \"hinges on supply chains healing, more people coming back into the workforce, more price sensitivity by consumers,\" Sahm said. \"It's a normalization of the economy.\"If that doesn't happen, and labor market pain increases, the Fed would have options, including raising the inflation target from the current 2%. Brusuelas estimates that getting to a 3% inflation rate would cost 3.6 million fewer jobs than insisting on hitting the current target, with the unemployment rate rising by just over one percentage point from the current level.So far, that's not a conversation the Fed wants to have.\"We've communicated over and over and over again our commitment to achieve that 2% goal,\" New York Fed President John Williams told the Wall Street Journal this week. \"I think it'll take a few years, but there's no confusion ... We're absolutely committed to doing it.\"","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107015407846850","authorId":"4107015407846850","name":"FattAgain69","avatar":"https://community-static.tradeup.com/news/a4e3d511c15de9227ee9ebca3021f903","crmLevel":7,"crmLevelSwitch":0,"idStr":"4107015407846850","authorIdStr":"4107015407846850"},"content":"Inflation has been and will always be around. Only difference is whether it is under control.","text":"Inflation has been and will always be around. Only difference is whether it is under control.","html":"Inflation has been and will always be around. Only difference is whether it is under control."},{"author":{"id":"4101263222280420","authorId":"4101263222280420","name":"YBK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4101263222280420","authorIdStr":"4101263222280420"},"content":"Hope it will not be too high!","text":"Hope it will not be too high!","html":"Hope it will not be too high!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938958729,"gmtCreate":1662548721962,"gmtModify":1676537085648,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZM\">$Zoom(ZM)$</a>Should I buy for the long term?&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZM\">$Zoom(ZM)$</a>Should I buy for the long term?&nbsp;","text":"$Zoom(ZM)$Should I buy for the long term?","images":[{"img":"https://community-static.tradeup.com/news/ef5f340313d87d59e19b202b123b1332","width":"1440","height":"2544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/9938958729","isVote":1,"tweetType":1,"viewCount":3385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919868374,"gmtCreate":1663773363299,"gmtModify":1676537333822,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5DD.SI\">$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$</a>is this a good stock in terms of growth?&nbsp;","listText":"<a href=\"https://ttm.financial/S/5DD.SI\">$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$</a>is this a good stock in terms of growth?&nbsp;","text":"$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$is this a good stock in terms of growth?","images":[{"img":"https://community-static.tradeup.com/news/44d31f4f344cb117645b9b86ebe2f6c0","width":"1440","height":"3715"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9919868374","isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580345914274193","authorId":"3580345914274193","name":"WT222","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"3580345914274193","authorIdStr":"3580345914274193"},"content":"I am holding this stock as I see the fundamentals are great. however I don't think now is a good time to buy semiconductor share tho [lovely]","text":"I am holding this stock as I see the fundamentals are great. however I don't think now is a good time to buy semiconductor share tho [lovely]","html":"I am holding this stock as I see the fundamentals are great. however I don't think now is a good time to buy semiconductor share tho [lovely]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991376037,"gmtCreate":1660784898530,"gmtModify":1676536398845,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"All strong stocks to buy and hold.&nbsp;","listText":"All strong stocks to buy and hold.&nbsp;","text":"All strong stocks to buy and hold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991376037","repostId":"1171736785","repostType":2,"repost":{"id":"1171736785","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660783916,"share":"https://ttm.financial/m/news/1171736785?lang=en_US&edition=fundamental","pubTime":"2022-08-18 08:51","market":"sg","language":"en","title":"Singapore Stocks To Watch: SGX, OUE Commercial Reit, City Developments Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1171736785","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Thursday","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Thursday (Aug 18):</p><p><a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>: Singapore Exchange Ltd said on Thursday it posted a marginally higher adjusted profit and record revenues, helped by the bourse operator&#39;s push towards its derivatives product offerings amid a weak securities market.</p><p>Higher derivatives volumes for equities, currencies and commodities helped offset a weaker showing from cash equities and treasuries.</p><p>SGX&#39;s revenue from fixed income, currencies and commodities (FICC) increased 19% to S$252.7 million ($182.92 million), and contributed to nearly 23% of total revenues. It said total revenue increased 4% to a record S$1.10 billion.</p><p><a href=\"https://laohu8.com/S/TS0U.SI\">OUE Commercial Reit</a>: OUE Commercial real estate investment trust (C-Reit) successfully completed a S$978 million unsecured sustainability-linked loan to refinance existing secured borrowings.</p><p>The loan, syndicated by a consortium of 4 mandated lead arrangers and bookrunners – CIMB Bank Singapore, Maybank Singapore, OCBC and Standard Chartered - was 1.26 times oversubscribed and supported by 19 banks, the Reit manager announced in a press statement on Wednesday (Aug 17).</p><p>SEVERAL property-related groups posted strong results for the half year ended June. <a href=\"https://laohu8.com/S/C09.SI\">City Developments Limited</a> (CDL) achieved a record net profit of S$1.1 billion for H1 2022, reversing a net loss for H1 2021. CDL is paying a special interim dividend of S$0.12 per ordinary share.</p><p><a href=\"https://laohu8.com/S/S20.SI\">The Straits Trading Company</a> posted a 449 per cent year-on-year rise in H1 net profit to S$673 million. In the wake of its strong H1 results, the group declared a special dividend, distributing either ESR shares or Straits Trading shares to entitled shareholders.</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>Singapore Stocks To Watch: SGX, OUE Commercial Reit, City Developments Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks To Watch: SGX, OUE Commercial Reit, City Developments Limited\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\">2022-08-18 08:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Thursday (Aug 18):</p><p><a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange</a>: Singapore Exchange Ltd said on Thursday it posted a marginally higher adjusted profit and record revenues, helped by the bourse operator&#39;s push towards its derivatives product offerings amid a weak securities market.</p><p>Higher derivatives volumes for equities, currencies and commodities helped offset a weaker showing from cash equities and treasuries.</p><p>SGX&#39;s revenue from fixed income, currencies and commodities (FICC) increased 19% to S$252.7 million ($182.92 million), and contributed to nearly 23% of total revenues. It said total revenue increased 4% to a record S$1.10 billion.</p><p><a href=\"https://laohu8.com/S/TS0U.SI\">OUE Commercial Reit</a>: OUE Commercial real estate investment trust (C-Reit) successfully completed a S$978 million unsecured sustainability-linked loan to refinance existing secured borrowings.</p><p>The loan, syndicated by a consortium of 4 mandated lead arrangers and bookrunners – CIMB Bank Singapore, Maybank Singapore, OCBC and Standard Chartered - was 1.26 times oversubscribed and supported by 19 banks, the Reit manager announced in a press statement on Wednesday (Aug 17).</p><p>SEVERAL property-related groups posted strong results for the half year ended June. <a href=\"https://laohu8.com/S/C09.SI\">City Developments Limited</a> (CDL) achieved a record net profit of S$1.1 billion for H1 2022, reversing a net loss for H1 2021. CDL is paying a special interim dividend of S$0.12 per ordinary share.</p><p><a href=\"https://laohu8.com/S/S20.SI\">The Straits Trading Company</a> posted a 449 per cent year-on-year rise in H1 net profit to S$673 million. In the wake of its strong H1 results, the group declared a special dividend, distributing either ESR shares or Straits Trading shares to entitled shareholders.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S68.SI":"新加坡交易所","C09.SI":"城市发展"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171736785","content_text":"THE following companies saw new developments that may affect trading of their securities on Thursday (Aug 18):Singapore Exchange: Singapore Exchange Ltd said on Thursday it posted a marginally higher adjusted profit and record revenues, helped by the bourse operator's push towards its derivatives product offerings amid a weak securities market.Higher derivatives volumes for equities, currencies and commodities helped offset a weaker showing from cash equities and treasuries.SGX's revenue from fixed income, currencies and commodities (FICC) increased 19% to S$252.7 million ($182.92 million), and contributed to nearly 23% of total revenues. It said total revenue increased 4% to a record S$1.10 billion.OUE Commercial Reit: OUE Commercial real estate investment trust (C-Reit) successfully completed a S$978 million unsecured sustainability-linked loan to refinance existing secured borrowings.The loan, syndicated by a consortium of 4 mandated lead arrangers and bookrunners – CIMB Bank Singapore, Maybank Singapore, OCBC and Standard Chartered - was 1.26 times oversubscribed and supported by 19 banks, the Reit manager announced in a press statement on Wednesday (Aug 17).SEVERAL property-related groups posted strong results for the half year ended June. City Developments Limited (CDL) achieved a record net profit of S$1.1 billion for H1 2022, reversing a net loss for H1 2021. CDL is paying a special interim dividend of S$0.12 per ordinary share.The Straits Trading Company posted a 449 per cent year-on-year rise in H1 net profit to S$673 million. In the wake of its strong H1 results, the group declared a special dividend, distributing either ESR shares or Straits Trading shares to entitled shareholders.","news_type":1,"symbols_score_info":{"C09.SI":0.9,"S68.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920479169,"gmtCreate":1670545011251,"gmtModify":1676538389300,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"Will it be the same today?&nbsp;","listText":"Will it be the same today?&nbsp;","text":"Will it be the same today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920479169","repostId":"2290422271","repostType":4,"repost":{"id":"2290422271","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670536748,"share":"https://ttm.financial/m/news/2290422271?lang=en_US&edition=fundamental","pubTime":"2022-12-09 05:59","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2290422271","media":"Reuters","summary":"(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investor","content":"<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.</p><p>Wall Street&#39;s main indexes had come under pressure in recent days, with the S&amp;P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.</p><p>Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday&#39;s advance on the tech-heavy index.</p><p>Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.</p><p>The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.</p><p>Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.</p><p>Such behavior means Friday&#39;s producer price index and the University of Michigan&#39;s consumer sentiment survey will likely dictate whether Wall Street can build on Thursday&#39;s rally.</p><p>&#34;The market has to adjust to the fact that we&#39;re moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that&#39;s what we&#39;re grappling with right now,&#34; said Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&amp;P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.</p><p>Nine of the 11 major S&amp;P 500 sectors rose, led by a 1.6% gain in technology stocks.</p><p>Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.</p><p>Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant&#39;s $69 billion bid to buy Activision Blizzard Inc. The &#34;Call of Duty&#34; games maker closed 1.5% lower.</p><p>The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.</p><p>Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.</p><p>The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.</p><p>Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.</p><p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-09 05:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.</p><p>Wall Street&#39;s main indexes had come under pressure in recent days, with the S&amp;P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.</p><p>Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday&#39;s advance on the tech-heavy index.</p><p>Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.</p><p>The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.</p><p>Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.</p><p>Such behavior means Friday&#39;s producer price index and the University of Michigan&#39;s consumer sentiment survey will likely dictate whether Wall Street can build on Thursday&#39;s rally.</p><p>&#34;The market has to adjust to the fact that we&#39;re moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that&#39;s what we&#39;re grappling with right now,&#34; said Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&amp;P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.</p><p>Nine of the 11 major S&amp;P 500 sectors rose, led by a 1.6% gain in technology stocks.</p><p>Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.</p><p>Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant&#39;s $69 billion bid to buy Activision Blizzard Inc. The &#34;Call of Duty&#34; games maker closed 1.5% lower.</p><p>The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.</p><p>Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.</p><p>The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.</p><p>Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.</p><p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290422271","content_text":"(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.Wall Street's main indexes had come under pressure in recent days, with the S&P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday's advance on the tech-heavy index.Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.Such behavior means Friday's producer price index and the University of Michigan's consumer sentiment survey will likely dictate whether Wall Street can build on Thursday's rally.\"The market has to adjust to the fact that we're moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that's what we're grappling with right now,\" said Wiley Angell, chief market strategist at Ziegler Capital Management.The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.Nine of the 11 major S&P 500 sectors rose, led by a 1.6% gain in technology stocks.Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant's $69 billion bid to buy Activision Blizzard Inc. The \"Call of Duty\" games maker closed 1.5% lower.The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.The S&P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989660348,"gmtCreate":1665991144085,"gmtModify":1676537688667,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"Should follow Buffett?","listText":"Should follow Buffett?","text":"Should follow Buffett?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989660348","repostId":"2275162921","repostType":4,"repost":{"id":"2275162921","kind":"highlight","pubTimestamp":1665989517,"share":"https://ttm.financial/m/news/2275162921?lang=en_US&edition=fundamental","pubTime":"2022-10-17 14:51","market":"us","language":"en","title":"Why Occidental Petroleum Could Be Warren Buffett's Next Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2275162921","media":"Motley Fool","summary":"The last time Buffett bought stock from Carl Icahn, it worked out awfully well.","content":"<div>\n<p>At 92 and 86 years of age, respectively, Warren Buffett and Carl Icahn are two of the greatest living investors  -- and both are still at it!In fact, these two seniors have been quite active this year...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/16/occidental-petroleum-warren-buffetts-next-apple/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Occidental Petroleum Could Be Warren Buffett's Next Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 14:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/16/occidental-petroleum-warren-buffetts-next-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At 92 and 86 years of age, respectively, Warren Buffett and Carl Icahn are two of the greatest living investors  -- and both are still at it!In fact, these two seniors have been quite active this year...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/16/occidental-petroleum-warren-buffetts-next-apple/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4571":"数字音乐概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4534":"瑞士信贷持仓","BK4576":"AR","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4575":"芯片概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4566":"资本集团","OXY":"西方石油","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4505":"高瓴资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4579":"人工智能","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4507":"流媒体概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4573":"虚拟现实","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4581":"高盛持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","AAPL":"苹果","LU0444971666.USD":"天利全球科技基金","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓"},"source_url":"https://www.fool.com/investing/2022/10/16/occidental-petroleum-warren-buffetts-next-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275162921","content_text":"At 92 and 86 years of age, respectively, Warren Buffett and Carl Icahn are two of the greatest living investors  -- and both are still at it!In fact, these two seniors have been quite active this year, especially around oil giant Occidental Petroleum (OXY). After Russia's invasion of Ukraine, Icahn sold his stake in the company, which he had held since 2019. On the flip side, Warren Buffett has been buying Occidental shares hand over fist throughout the year, scooping up over 20% of the American oil driller.So which famous investor is right? Well, Buffett buying from Icahn has actually happened once before, with a small company you may have heard of called Apple (AAPL -3.22%).Judging from that experience, Buffett could do very, very well with Occidental.Apple's buyback is a result of Icahn activismCarl Icahn is what is known as an activist investor. Activists buy shares in a company that is valued cheaply, due to something the investor perceives as a mistake or flaw. An activist usually purchases a meaningful position, then privately and publicly advocates for changes to unlock value.Icahn took his first position in Apple in late 2013, when Apple was trading rather cheaply and had a ton of cash on its balance sheet. In January 2014, Icahn wrote a letter to the board and met with CEO Tim Cook, advocating that Apple begin returning that cash to shareholders in the form of share repurchases.Buying back stock at a low valuation can add a lot of value to shareholders, but Apple had hoarded cash even as its iPhone sales grew massively in the early 2010s. That caution stemmed from Apple's more tumultuous past, when it nearly went bankrupt in the late 1990s.Apple had already begun paying a small dividend, but did eventually implement a large buyback, as Icahn requested, in 2014 and 2015. In 2015, Apple also had a particularly good sales year, a result of its high growth in China. That year also included the introduction of the Apple Watch.Yet after a boom in 2015, 2016 saw a slowdown, with the volatile China market giving back some its big 2015 gains. Icahn dumped his Apple stake, saying he was \"worried about China.\" But he had already made a $2 billion profit on a $3.2 billion investment.Buffett swoops inOf course, that very downturn was when Warren Buffett began buying Apple for Berkshire Hathaway's (BRK.A -0.59%) (BRK.B -1.13%) portfolio. As Buffett watchers know by now, Buffett made even bigger gains than Icahn. Over the five years though 2021, Buffett's investment in Apple went up more than fivefold, and became Buffett's greatest investment in terms of overall dollar returns.Buffett likely identified Apple not only as a cheap stock amid the pessimism of 2016, but also as a powerful brand with huge customer loyalty. With the smartphone becoming such an important part of people's lives, it was also becoming \"expensive real estate.\" At that time, Apple was also extending its brand to services, charging fees to third-party apps for access to that real estate.Buffett probably liked the recurring nature of Apple's service and app store fees that it could extract from both iPhone owners and businesses looking to gain access to those masses of affluent consumers.When you combine that with Apple's newfound improved capital allocation to shareholders, the investment seems like a no-brainer in retrospect.So while Icahn saw a good but flawed business he could improve and then exit for a quick profit, Buffett likely saw a now-flawlessly run business (after Icahn's fixes) that he could own for the long haul.Is the same thing happening with Occidental?Turning to Occidental, Icahn bought shares in the company after its expensive $38 billion acquisition of Anadarko Petroleum back in May 2019. Shares plunged, as investors believed Occidental paid too much in a bidding war.Icahn bought shares, accused management of making a terrible acquisition, and advocated firing CEO Vicki Hollub while demanding seats on the board of directors. When oil prices plunged in March of 2020 as COVID-19 spread, Icahn increased his stake and therefore his heft in the company.Eventually, Icahn struck a deal, allowing him to put two of his deputies and another hand-picked executive on the board, while also bringing in former CEO Stephen Chazen to become executive chairman. The new board also formed a committee that would oversee any acquisitions, putting a check on Gollub's power, while also exploring a sale of the company to another oil major.Eventually, the oil market recovered strongly from the pandemic downturn, as demand normalized after a year of big industry supply cuts. When Russia invaded Ukraine, oil spiked, as did Occidental's stock, and Icahn exited the investment with a handsome $1 billion in profits, along with another $500 million gain in Occidental warrants.Once again, Buffett thinks longer termWhile Buffett hasn't spoken much publicly this year on his Occidental buys, he likely has a bullish view of the oil market for the long term, while also appreciating Occidental specifically. Berkshire had already invested in Occidental in 2019 in the form of preferred stock to finance the Anadarko deal, but that was a safer fixed-income investment, albeit with warrants. So Buffett likely got to know management well during that time.Yet no oil company can do really well without the price of oil and natural gas cooperating, and Buffett probably sees higher prices for longer in the oil market. That's likely for a number of reasons, including years of underinvestment in oil and gas exploration, U.S. shale companies consolidating and controlling their supply growth, and Russia's weaponizing of global energy markets.In other words, Buffett is betting on a change from low to high oil prices, not dissimilar to the smartphone transitioning from mere gadget to an indispensable part of our daily lives.Both approaches can win, but nonprofessionals can only play oneAs you can see, both investors have different approaches. Icahn identifies cheap companies, then uses his financial heft and reputation to advocate for changes. After such changes are made and the investment improves, he usually exits, using the relatively quick profits to go on to the next special situation.In contrast, Buffett tries to find quality stocks trading at cheap prices that he can hold for the long term, allowing the miracle of compounding to do its work.While only institutional investors or incredibly wealthy individuals like Icahn can buy enough stock in a company to be an activist, any investor can attempt Buffett's more Foolish approach of long-term investing in excellent companies. Fortunately for us, that approach also tends to yield even more long-term profits, if done correctly.But excellent companies don't often go on sale. It's interesting that in the situations of both Apple and Occidental, Icahn was able to improve capital allocation at an otherwise well-run business. Icahn even praised Occidental's land inventory and management's operational capabilities, even while advocating for changes.Those changes likely made Buffett more comfortable in the compounding ability of each stock, and he probably identified these improvements as more permanent before the market did.So why doesn't Icahn hold on to his \"fixed companies\" for the long term, as Buffett does? Icahn appears to idealize the strategy of activism and improving companies, almost irrespective of profit. In order to continue launching new campaigns, Icahn needs to continue recycling his older bets in order to bid for new targets. So Icahn exiting a stock might not mean he feels the stock is now a bad investment, it's just that his work is now done.We'll see how Occidental fares in the future, but since buying a \"fixed up\" Apple worked out so well for Buffett last time, you have to like his odds with Occidental -- as long as the thesis of higher oil prices for a longer time proves true.","news_type":1,"symbols_score_info":{"AAPL":1,"OXY":1}},"isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932749486,"gmtCreate":1662996646646,"gmtModify":1676537179368,"author":{"id":"4092995662740600","authorId":"4092995662740600","name":"skyblue8","avatar":"https://static.tigerbbs.com/47ce6f29ae4a66da5881dacedb8d4754","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092995662740600","authorIdStr":"4092995662740600"},"themes":[],"htmlText":"I think Tiktok would still be king for the foreseeable future.&nbsp;","listText":"I think Tiktok would still be king for the foreseeable future.&nbsp;","text":"I think Tiktok would still be king for the foreseeable future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9932749486","repostId":"2266326133","repostType":4,"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000463","authorId":"9000000000000463","name":"MurrayBulwer","avatar":"https://static.tigerbbs.com/b11c256c9adb7debe80fba544b0e6b3d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000463","authorIdStr":"9000000000000463"},"content":"I quite agree with you. Tik tok is difficult to replace for people nowadays, especially young people.","text":"I quite agree with you. Tik tok is difficult to replace for people nowadays, especially young people.","html":"I quite agree with you. Tik tok is difficult to replace for people nowadays, especially young people."},{"author":{"id":"9000000000000597","authorId":"9000000000000597","name":"EricVaughan","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000597","authorIdStr":"9000000000000597"},"content":"That's true. Because the number of users is already very large, and the user stickiness is very strong.","text":"That's true. Because the number of users is already very large, and the user stickiness is very strong.","html":"That's true. Because the number of users is already very large, and the user stickiness is very strong."}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}