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VKHO44

VKHO44

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02-11

$Taiwan Semiconductor Manufacturing(TSM)$

2023-12-15

$WeWork Inc.(WEWKQ)$ My worst decision ever.

2023-11-18

Great.

@JinHan:Tech Titans Defy Expectations: Resilient Earnings Signal Prolonged Bull Market

2023-11-18

Great ariticle, would you like to share it?

@REIT_TIREMENT:Frasers Logistics & Commercial Trust Review @ 12 November 2023

2022-10-05

Aagain ¿?

Musk Revives $44 Billion Twitter Bid, Aiming to Avoid Trial

2022-09-01

I m buying too

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2022-08-30

Amazing news. Get back to your core business.

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2022-08-27

Amazing!

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2022-08-26

No.... let it drop. It's overvalued.

2022-08-21

[Happy]

@Mungerism:$COMFORTDELGRO CORPORATION LTD(C52.SI)$Comfort Delgro just went ex-dividend after recent earnings announcement. Looking forward, management is confident of improved performance as they have only just caught part of the re-opening benefits of UK, Australia and more importantly Singapore. This should translate to better & sustainable earnings going forward. Looking forward to more upward dividend revisions

2022-07-30

Buy or Sell?

Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up

2022-07-08

Please walk off. Enough of your bullshit.

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2022-07-05

I am all in.

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2022-06-24

Up Up Up please

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2022-06-23

When is recession?

3 Growth Stocks to Buy Now Before the Recession Hits

2022-06-22

Looking up in the sky.

NIO: Results Are In, And Maybe So Is The Bottom

2022-06-17

Go or No go?

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2022-05-22

Finally some positive news

Upgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky

2022-05-20

This Baba is getting old and looking to retire soon

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2022-05-13

The high have to come down. The low have to go up.

Sorry, the original content has been removed

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a>&nbsp;","text":"$Taiwan Semiconductor Manufacturing(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272711099097376","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252177494827200,"gmtCreate":1702600484790,"gmtModify":1702600487247,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WEWKQ\">$WeWork Inc.(WEWKQ)$ </a> My worst decision ever.","listText":"<a href=\"https://ttm.financial/S/WEWKQ\">$WeWork Inc.(WEWKQ)$ </a> My worst decision ever.","text":"$WeWork Inc.(WEWKQ)$ My worst decision ever.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252177494827200","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242687288832008,"gmtCreate":1700286989881,"gmtModify":1700286993884,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Great.","listText":"Great.","text":"Great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242687288832008","repostId":"242278542278752","repostType":1,"repost":{"id":242278542278752,"gmtCreate":1700187056121,"gmtModify":1700187201595,"author":{"id":"3581586102966898","authorId":"3581586102966898","name":"JinHan","avatar":"https://community-static.tradeup.com/news/023377e47661ee615bf8b22d4bd036e3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581586102966898","authorIdStr":"3581586102966898"},"themes":[],"title":"Tech Titans Defy Expectations: Resilient Earnings Signal Prolonged Bull Market","htmlText":"In a remarkable display of resilience, big tech companies are steering the market on a bullish course, countering concerns of economic slowdown and inflation fears. Alphabet, Microsoft, and Snap recently reported robust earnings for the third quarter of 2023, underscoring their ability to weather challenges and maintain a growth trajectory.&nbsp;<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$&nbsp;</a><a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a>","listText":"In a remarkable display of resilience, big tech companies are steering the market on a bullish course, countering concerns of economic slowdown and inflation fears. Alphabet, Microsoft, and Snap recently reported robust earnings for the third quarter of 2023, underscoring their ability to weather challenges and maintain a growth trajectory.&nbsp;<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$&nbsp;</a><a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a>","text":"In a remarkable display of resilience, big tech companies are steering the market on a bullish course, countering concerns of economic slowdown and inflation fears. Alphabet, Microsoft, and Snap recently reported robust earnings for the third quarter of 2023, underscoring their ability to weather challenges and maintain a growth trajectory. $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Snap Inc(SNAP)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ Trust-ETF(QQQ)$","images":[{"img":"https://community-static.tradeup.com/news/5049525be07a804aa140136ae37d48db","width":"768","height":"432"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242278542278752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242687717179448,"gmtCreate":1700286936546,"gmtModify":1700286941052,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242687717179448","repostId":"241897087279200","repostType":1,"repost":{"id":241897087279200,"gmtCreate":1700093927460,"gmtModify":1700099639674,"author":{"id":"3563403080322781","authorId":"3563403080322781","name":"REIT_TIREMENT","avatar":"https://community-static.tradeup.com/news/381ca0896f0eb590f2877daa435bff15","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563403080322781","authorIdStr":"3563403080322781"},"themes":[],"title":"Frasers Logistics & Commercial Trust Review @ 12 November 2023","htmlText":"<a href=\"https://ttm.financial/S/BUOU.SI\">$Frasers L&amp;C Tr(BUOU.SI)$</a> Basic Profile &amp; Key Statistics Main Sector(s): Office, Industrial &amp; Logistics Country(s) with Assets: Australia, Singapore, Germany, England &amp; Netherlands No. of Properties (exclude development/associate/fund): 108 Key Indicators Performance Highlight Gross revenue and NPI declined YoY mainly due to a combination of weaker AUD/SGD exchange rate, lower surrender fee income and lower average occupancies at Maxis Business Park and 357 Collins Street. Distributable income and DPU have declined due to the above as well as higher finance costs, but offset by higher distribution from divestment gain. Rental Reversion FLCT achieved strong portfolio rent reversion for the latest quarter, with 17.8% for incoming","listText":"<a href=\"https://ttm.financial/S/BUOU.SI\">$Frasers L&amp;C Tr(BUOU.SI)$</a> Basic Profile &amp; Key Statistics Main Sector(s): Office, Industrial &amp; Logistics Country(s) with Assets: Australia, Singapore, Germany, England &amp; Netherlands No. of Properties (exclude development/associate/fund): 108 Key Indicators Performance Highlight Gross revenue and NPI declined YoY mainly due to a combination of weaker AUD/SGD exchange rate, lower surrender fee income and lower average occupancies at Maxis Business Park and 357 Collins Street. Distributable income and DPU have declined due to the above as well as higher finance costs, but offset by higher distribution from divestment gain. Rental Reversion FLCT achieved strong portfolio rent reversion for the latest quarter, with 17.8% for incoming","text":"$Frasers L&C Tr(BUOU.SI)$ Basic Profile & Key Statistics Main Sector(s): Office, Industrial & Logistics Country(s) with Assets: Australia, Singapore, Germany, England & Netherlands No. of Properties (exclude development/associate/fund): 108 Key Indicators Performance Highlight Gross revenue and NPI declined YoY mainly due to a combination of weaker AUD/SGD exchange rate, lower surrender fee income and lower average occupancies at Maxis Business Park and 357 Collins Street. Distributable income and DPU have declined due to the above as well as higher finance costs, but offset by higher distribution from divestment gain. Rental Reversion FLCT achieved strong portfolio rent reversion for the latest quarter, with 17.8% for incoming","images":[{"img":"https://community-static.tradeup.com/news/4a106526dda39b4561f578271728b2ec","width":"1033","height":"871"},{"img":"https://community-static.tradeup.com/news/24917f2eada2ba7ed7842bb8c1a528b7","width":"1032","height":"657"},{"img":"https://community-static.tradeup.com/news/571403a83a33c38e54d5d45e3b3abbc2","width":"696","height":"632"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241897087279200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":18,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915065666,"gmtCreate":1664928503155,"gmtModify":1676537529584,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Aagain ¿?","listText":"Aagain ¿?","text":"Aagain ¿?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915065666","repostId":"1130989875","repostType":4,"repost":{"id":"1130989875","pubTimestamp":1664926623,"share":"https://ttm.financial/m/news/1130989875?lang=&edition=fundamental","pubTime":"2022-10-05 07:37","market":"us","language":"en","title":"Musk Revives $44 Billion Twitter Bid, Aiming to Avoid Trial","url":"https://stock-news.laohu8.com/highlight/detail?id=1130989875","media":"Bloomberg","summary":"Legal team for Musk sensed judge would not rule in favorProposal likely eliminates need for court tr","content":"<html><head></head><body><ul><li>Legal team for Musk sensed judge would not rule in favor</li><li>Proposal likely eliminates need for court trial this month</li></ul><p>Elon Musk revived a bid to buy for Twitter Inc. at the original price of $54.20 a share, backtracking on his effort to quit the deal and potentially avoiding a contentious courtroom fight.</p><p>Musk made the proposal in a letter to Twitter on Monday, according to a filing with the Securities and Exchange Commission that confirmed a Bloomberg report. Shares of Twitter climbed 22% to $52 at the close in New York. San Francisco-based Twitter said it received the letter and intends to close the deal at the agreed-upon price, without commenting specifically on how it will respond to Musk.</p><p>For Twitter, proceeding with Musk’s plan augurs a future under a mercurial billionaire who has spent months publicly criticizing its management, questioning its value and changing his mind. It also means that his contested claims -- that Twitter was lying about which percentage of users were bots, for instance -- are not likely to be scrutinized in a court of law.</p><p>Musk had been trying for months to end his contract to acquire Twitter, signed in April. The billionaire began showing signs of buyer’s remorse shortly after the deal was announced, alleging that Twitter had misled him about the size of its user base and the prevalence of automated accounts known as bots.</p><p>Musk formally quit the accord in July and Twitter sued him in Delaware Chancery Court to force him to go forward with the purchase. A trial had been scheduled to begin Oct. 17. The judge in Delaware on Tuesday asked both sides to come back to her with a proposal on how the case can now proceed. The options include having Twitter seek to dismiss the case or have her continue to retain jurisdiction until the deal closes, said a person familiar with the matter.</p><p>In the letter, Musk’s attorneys wrote that he and his supporters “intend to proceed to closing of the transaction contemplated by the April 25, 2022, merger agreement, on the terms and subject to the conditions set forth therein.” The plan is also contingent on him lining up the necessary debt financing and the court issuing “an immediate stay of the action.” It’s a tough time for banks to sell debt. With yields at multiyear highs, banks led by Morgan Stanley could be on the hook for hundreds of millions of dollars of losses on the unsecured portion alone, should they attempt to unload it to investors.</p><p><img src=\"https://static.tigerbbs.com/aadc4f9bd2e0e6af2ac71bd1ffd6a978\" tg-width=\"800\" tg-height=\"804\" width=\"100%\" height=\"auto\"/>Musk’s Oct. 3 letter to Twitter’s attorneysSource: SEC</p><p>Musk later tweeted that “buying Twitter is an accelerant to creating X, the everything app.” Musk has said he wants Twitter to be more like TikTok and WeChat, with many more highly engaged users.</p><p>In the run-up to the planned Delaware proceedings, lawyers for both sides have fired cannonades of subpoenas at each other aimed at teasing out testimony and evidence. Musk’s side needed to demonstrate that Twitter violated the terms of the deal. Twitter alleged that Musk used the bots issue as a pretext for backing out a deal he no longer found economically sound.</p><p>Musk’s legal team was getting the sense that the case was not going well, as Judge Kathaleen St. J. McCormick sided repeatedly with Twitter in pretrial rulings, according to one person familiar. Even with the late emergence of a Twitter whistleblower who alleged executives weren’t forthcoming on security and bot issues, there were concerns Musk’s side would not be able to prove a material adverse effect, the legal standard required to exit the contract.</p><p>Inside Twitter on Tuesday, many employees were sitting through 2023 planning presentations when the news first started to circulate, according to multiple sources. Presenters did not acknowledge the news, which staffers saw spreading on their own social network. Many employees have opposed the idea of working for Musk, who has been openly mocked and criticized on internal Slack channels since the deal was signed.</p><p>In an internal memo Tuesday to Twitter staff, viewed by Bloomberg News, General Counsel Sean Edgett thanked workers for their patience as the company works through the legal issues. “I will continue to keep you posted on significant updates,” he wrote. Trading of Twitter shares was halted after the news broke and didn’t resume until after the company confirmed receipt of Musk’s letter.</p><p>Twitter shareholders voted Sept. 13 to accept the buyout offer as Musk submitted it. The company said at the time that 98.6% of the votes cast were in favor of the deal. Musk, Twitter’s largest shareholder, didn’t vote at all, according to two people familiar with his decision. Musk owned almost 10% of Twitter -- more than 73 million shares -- when he agreed to acquire the company.</p><p>Musk was scheduled to answer questions about the deal in Austin, Texas, on Oct. 6-7, according to a court filing Tuesday. Twitter Chief Executive Officer Parag Agrawal was scheduled to sit down for his deposition Monday.</p><p>The case is Twitter v. Musk, 22-0613, Delaware Chancery Court (Wilmington).</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Revives $44 Billion Twitter Bid, Aiming to Avoid Trial</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\">\nMusk Revives $44 Billion Twitter Bid, Aiming to Avoid Trial\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legal team for Musk sensed judge would not rule in favorProposal likely eliminates need for court trial this monthElon Musk revived a bid to buy for Twitter Inc. at the original price of $54.20 a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130989875","content_text":"Legal team for Musk sensed judge would not rule in favorProposal likely eliminates need for court trial this monthElon Musk revived a bid to buy for Twitter Inc. at the original price of $54.20 a share, backtracking on his effort to quit the deal and potentially avoiding a contentious courtroom fight.Musk made the proposal in a letter to Twitter on Monday, according to a filing with the Securities and Exchange Commission that confirmed a Bloomberg report. Shares of Twitter climbed 22% to $52 at the close in New York. San Francisco-based Twitter said it received the letter and intends to close the deal at the agreed-upon price, without commenting specifically on how it will respond to Musk.For Twitter, proceeding with Musk’s plan augurs a future under a mercurial billionaire who has spent months publicly criticizing its management, questioning its value and changing his mind. It also means that his contested claims -- that Twitter was lying about which percentage of users were bots, for instance -- are not likely to be scrutinized in a court of law.Musk had been trying for months to end his contract to acquire Twitter, signed in April. The billionaire began showing signs of buyer’s remorse shortly after the deal was announced, alleging that Twitter had misled him about the size of its user base and the prevalence of automated accounts known as bots.Musk formally quit the accord in July and Twitter sued him in Delaware Chancery Court to force him to go forward with the purchase. A trial had been scheduled to begin Oct. 17. The judge in Delaware on Tuesday asked both sides to come back to her with a proposal on how the case can now proceed. The options include having Twitter seek to dismiss the case or have her continue to retain jurisdiction until the deal closes, said a person familiar with the matter.In the letter, Musk’s attorneys wrote that he and his supporters “intend to proceed to closing of the transaction contemplated by the April 25, 2022, merger agreement, on the terms and subject to the conditions set forth therein.” The plan is also contingent on him lining up the necessary debt financing and the court issuing “an immediate stay of the action.” It’s a tough time for banks to sell debt. With yields at multiyear highs, banks led by Morgan Stanley could be on the hook for hundreds of millions of dollars of losses on the unsecured portion alone, should they attempt to unload it to investors.Musk’s Oct. 3 letter to Twitter’s attorneysSource: SECMusk later tweeted that “buying Twitter is an accelerant to creating X, the everything app.” Musk has said he wants Twitter to be more like TikTok and WeChat, with many more highly engaged users.In the run-up to the planned Delaware proceedings, lawyers for both sides have fired cannonades of subpoenas at each other aimed at teasing out testimony and evidence. Musk’s side needed to demonstrate that Twitter violated the terms of the deal. Twitter alleged that Musk used the bots issue as a pretext for backing out a deal he no longer found economically sound.Musk’s legal team was getting the sense that the case was not going well, as Judge Kathaleen St. J. McCormick sided repeatedly with Twitter in pretrial rulings, according to one person familiar. Even with the late emergence of a Twitter whistleblower who alleged executives weren’t forthcoming on security and bot issues, there were concerns Musk’s side would not be able to prove a material adverse effect, the legal standard required to exit the contract.Inside Twitter on Tuesday, many employees were sitting through 2023 planning presentations when the news first started to circulate, according to multiple sources. Presenters did not acknowledge the news, which staffers saw spreading on their own social network. Many employees have opposed the idea of working for Musk, who has been openly mocked and criticized on internal Slack channels since the deal was signed.In an internal memo Tuesday to Twitter staff, viewed by Bloomberg News, General Counsel Sean Edgett thanked workers for their patience as the company works through the legal issues. “I will continue to keep you posted on significant updates,” he wrote. Trading of Twitter shares was halted after the news broke and didn’t resume until after the company confirmed receipt of Musk’s letter.Twitter shareholders voted Sept. 13 to accept the buyout offer as Musk submitted it. The company said at the time that 98.6% of the votes cast were in favor of the deal. Musk, Twitter’s largest shareholder, didn’t vote at all, according to two people familiar with his decision. Musk owned almost 10% of Twitter -- more than 73 million shares -- when he agreed to acquire the company.Musk was scheduled to answer questions about the deal in Austin, Texas, on Oct. 6-7, according to a court filing Tuesday. Twitter Chief Executive Officer Parag Agrawal was scheduled to sit down for his deposition Monday.The case is Twitter v. Musk, 22-0613, Delaware Chancery Court (Wilmington).","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939918097,"gmtCreate":1662040790620,"gmtModify":1676536704787,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"I m buying too","listText":"I m buying too","text":"I m buying too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939918097","repostId":"1160870826","repostType":4,"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997712126,"gmtCreate":1661854650067,"gmtModify":1676536591122,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Amazing news. Get back to your core business.&nbsp;","listText":"Amazing news. Get back to your core business.&nbsp;","text":"Amazing news. Get back to your core business.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997712126","repostId":"1111470011","repostType":2,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994145653,"gmtCreate":1661582772077,"gmtModify":1676536546581,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Amazing!","listText":"Amazing!","text":"Amazing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994145653","repostId":"1180024105","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995658232,"gmtCreate":1661469989328,"gmtModify":1676536523290,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"No.... let it drop. It's overvalued.","listText":"No.... let it drop. It's overvalued.","text":"No.... let it drop. It's overvalued.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995658232","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998425866,"gmtCreate":1661048951957,"gmtModify":1676536444476,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998425866","repostId":"9998461980","repostType":1,"repost":{"id":9998461980,"gmtCreate":1661047957443,"gmtModify":1676536444066,"author":{"id":"3570703498190284","authorId":"3570703498190284","name":"Mungerism","avatar":"https://community-static.tradeup.com/news/382803d46d93f3488adc8df288c0d222","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570703498190284","authorIdStr":"3570703498190284"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a><v-v data-views=\"1\"></v-v>Comfort Delgro just went ex-dividend after&nbsp;recent earnings announcement. Looking forward, management is confident of improved performance as they have only just caught part of the re-opening benefits of UK, Australia and more importantly Singapore. This should translate to better &amp; sustainable earnings going forward. Looking forward to more upward dividend revisions","listText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a><v-v data-views=\"1\"></v-v>Comfort Delgro just went ex-dividend after&nbsp;recent earnings announcement. Looking forward, management is confident of improved performance as they have only just caught part of the re-opening benefits of UK, Australia and more importantly Singapore. This should translate to better &amp; sustainable earnings going forward. Looking forward to more upward dividend revisions","text":"$COMFORTDELGRO CORPORATION LTD(C52.SI)$Comfort Delgro just went ex-dividend after recent earnings announcement. Looking forward, management is confident of improved performance as they have only just caught part of the re-opening benefits of UK, Australia and more importantly Singapore. This should translate to better & sustainable earnings going forward. Looking forward to more upward dividend revisions","images":[{"img":"https://community-static.tradeup.com/news/03a364cadf6628e46601fea76aa055f5","width":"1170","height":"2205"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998461980","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901880925,"gmtCreate":1659159400267,"gmtModify":1676536267394,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Buy or Sell?","listText":"Buy or Sell?","text":"Buy or Sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901880925","repostId":"2255551011","repostType":2,"repost":{"id":"2255551011","pubTimestamp":1659143138,"share":"https://ttm.financial/m/news/2255551011?lang=&edition=fundamental","pubTime":"2022-07-30 09:05","market":"us","language":"en","title":"Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2255551011","media":"Barrons","summary":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown","content":"<html><head></head><body><p>Apple&#39;s better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.</p><p>Investors were wary heading into Apple&#39;s (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.</p><p>But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.</p><p>&#34;We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino&#39;s [the location of Apple&#39;s main office] ability to navigate a supply chain shortage in an impressive performance, &#34; wrote Wedbush analyst Daniel Ives on Friday.</p><p>Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple&#39;s products and services in the months ahead, even though macro challenges will persist.</p><p>Suva outlined five reasons to buy the stock.</p><p><b>iPhone 14</b></p><p>Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple&#39;s $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.</p><p><b>Expansion of Services Segment</b></p><p>Apple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.</p><p>The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a &#34;larger base to monetize over the long run,&#34; wrote Evercore ISI analyst Amit Daryanani.</p><p><b>New Product Launches</b></p><p>In addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.</p><p><b>Demand Shift Toward Premium Products</b></p><p>The market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple&#39;s iPhone offerings.</p><p><b>Stock Buyback Program</b></p><p>The company&#39;s $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.</p><p>&#34;We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,&#34; Ives wrote.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up</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\">\nBuy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255551011","content_text":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.Investors were wary heading into Apple's (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.\"We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino's [the location of Apple's main office] ability to navigate a supply chain shortage in an impressive performance, \" wrote Wedbush analyst Daniel Ives on Friday.Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple's products and services in the months ahead, even though macro challenges will persist.Suva outlined five reasons to buy the stock.iPhone 14Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple's $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.Expansion of Services SegmentApple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a \"larger base to monetize over the long run,\" wrote Evercore ISI analyst Amit Daryanani.New Product LaunchesIn addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.Demand Shift Toward Premium ProductsThe market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple's iPhone offerings.Stock Buyback ProgramThe company's $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.\"We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,\" Ives wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓 Let me know if you want me to help like your posts too!","text":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓 Let me know if you want me to help like your posts too!","html":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓 Let me know if you want me to help like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073975255,"gmtCreate":1657273876677,"gmtModify":1676535983686,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Please walk off. Enough of your bullshit.&nbsp;","listText":"Please walk off. Enough of your bullshit.&nbsp;","text":"Please walk off. Enough of your bullshit.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073975255","repostId":"1116929450","repostType":2,"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070316663,"gmtCreate":1657013022652,"gmtModify":1676535931864,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"I am all in.","listText":"I am all in.","text":"I am all in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070316663","repostId":"2249437195","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041654490,"gmtCreate":1656046322710,"gmtModify":1676535758382,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Up Up Up please&nbsp;","listText":"Up Up Up please&nbsp;","text":"Up Up Up please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041654490","repostId":"1155167509","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041013071,"gmtCreate":1655978516093,"gmtModify":1676535744186,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"When is recession?","listText":"When is recession?","text":"When is recession?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041013071","repostId":"1114915330","repostType":4,"repost":{"id":"1114915330","pubTimestamp":1655975204,"share":"https://ttm.financial/m/news/1114915330?lang=&edition=fundamental","pubTime":"2022-06-23 17:06","market":"us","language":"en","title":"3 Growth Stocks to Buy Now Before the Recession Hits","url":"https://stock-news.laohu8.com/highlight/detail?id=1114915330","media":"InvestorPlace","summary":"These stocks are sure to rebound and rise to new heights when the current bear market ends","content":"<html><head></head><body><ul><li>When the recession hits, fundamentals will separate the winners from the losers. These three stocks have what it takes.</li><li><b>Amazon(AMZN)</b>: The e-commerce giant&#39;s stock is at its lowest level since the 2008-09 financial crisis.</li><li><b>Nvidia (NVDA)</b>: Hovering near its 52-week low, this leading chip stock is at fire sale prices right now.</li><li><b>CrowdStrike(CRWD)</b>:The cybersecurity stock is sure to benefit once the current bear market ends.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e41666f1889951f95b553cc77b5ff08\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>Source: eamesBot / Shutterstock</span></p><p>While it can be difficult for investors to feel optimistic and willing to buy stocks during the current market volatility, the reality is that there are many great stocks on sale right now. Prices for growth stocks in particular have been beaten down this year, putting them at extremely attractive prices and valuations.</p><p>Investors who can stomach the near-term volatility are likely to be rewarded long-term as markets rebound and the share prices of leading growth stocks rebound and ascend to new heights.</p><p>While the market has pulled down all stocks this year on fears of inflation and a potential economic recession, the declines are not due to any fundamental problems at many leading companies. Here are three growth stocks to buy now before a possible recession hits.</p><p><b>Amazon (AMZN)</b></p><p>Following its recent 20-for-1 stock split, shares of e-commerce giant <b>Amazon.com, Inc.</b>(NASDAQ:<b><u>AMZN</u></b>) are currently trading at $105, their most affordable level since the 2008-09 financial crisis.</p><p>AMZN stock is down nearly 40% year to date, putting it at fire sale prices. While the Seattle-based company is struggling with some short-term issues, long-term Amazon should continue delivering for shareholders.</p><p>Problems weighing on AMZN stock include supply chain constraints, employee wage inflation, and a bet on electric vehicle maker <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) that led Amazon to take a $7.6 billion loss on the investment. The Rivian gamble resulted in Amazon reporting a net loss of $3.8 billion in its most recent quarter, pushing its share price down in the process. However, investors should keep in mind that over the past five years, Amazon has delivered a 110% return to shareholders. This stock is built to last.</p><p><b>Nvidia (NVDA)</b></p><p>Microchip and semiconductor company <b>Nvidia Corporation</b> (NASDAQ:<b><u>NVDA</u></b>) is another great technology stock that is on sale right now. Investors with a long-term horizon can buy NVDA stock at $157, which is only slightly above its 52-week low of $153.28 and 55% below its 12-month high of $346.47.</p><p>At these levels, Nvidia really is a screaming buy, especially given its increasingly dominant position in the chip and semiconductor space.</p><p>The fall in the share price of Santa Clara, California-based Nvidia has more to do with negative investor sentiment and the broader decline in the entire stock market than Nvidia’s performance. Despite some temporary headwinds in the form of inflation and supply chains, Nvidia has continued to beat Wall Street expectations this year.</p><p>In its most recent earnings print, Nvidia beat analyst consensus expectations for its revenue and earnings per share. Its total sales were up 46% year-over-year.</p><p>However, NVDA stock fell after its earnings when the company provided lower forward guidance, saying video game sales are slowing. But don’t be fooled, Nvidia’s share price will come roaring back when the current bear market ends.</p><p><b>CrowdStrike (CRWD)</b></p><p>Cybersecurity company <b>CrowdStrike Holdings, Inc.</b> (NASDAQ:<b><u>CRWD</u></b>) is not only a solid technology stock, it is also the right firm at the right time. This is because cybersecurity is front-and-center on the minds of government and corporate leaders, as well as investors. Major cyber attacks on leading companies such as Nvidia and <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>), as well as Russia - Ukraine war, have heightened awareness of the importance of cybersecurity. President Joe Biden has publicly urged corporate American to take the issue seriously.</p><p>This is good news for CrowdStrike and its shareholders. It also helps to explain why CRWD stock is only down 19% year to date versus a 32% decline for the Nasdaq index on which the company’s shares trade. And at $160 per share, CrowdStrike’s stock is 46% below its 52-week high of $298.48.</p><p>Going forward, the stock is sure to rebound and soar to new heights coming out of the current downturn as corporations and governments continue to invest heavily in cybersecurity.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Growth Stocks to Buy Now Before the Recession Hits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Growth Stocks to Buy Now Before the Recession Hits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/3-growth-stocks-to-buy-now-before-the-recession-hits-crwd-amzn-nvda/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the recession hits, fundamentals will separate the winners from the losers. These three stocks have what it takes.Amazon(AMZN): The e-commerce giant's stock is at its lowest level since the 2008-...</p>\n\n<a href=\"https://investorplace.com/2022/06/3-growth-stocks-to-buy-now-before-the-recession-hits-crwd-amzn-nvda/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMZN":"亚马逊","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://investorplace.com/2022/06/3-growth-stocks-to-buy-now-before-the-recession-hits-crwd-amzn-nvda/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114915330","content_text":"When the recession hits, fundamentals will separate the winners from the losers. These three stocks have what it takes.Amazon(AMZN): The e-commerce giant's stock is at its lowest level since the 2008-09 financial crisis.Nvidia (NVDA): Hovering near its 52-week low, this leading chip stock is at fire sale prices right now.CrowdStrike(CRWD):The cybersecurity stock is sure to benefit once the current bear market ends.Source: eamesBot / ShutterstockWhile it can be difficult for investors to feel optimistic and willing to buy stocks during the current market volatility, the reality is that there are many great stocks on sale right now. Prices for growth stocks in particular have been beaten down this year, putting them at extremely attractive prices and valuations.Investors who can stomach the near-term volatility are likely to be rewarded long-term as markets rebound and the share prices of leading growth stocks rebound and ascend to new heights.While the market has pulled down all stocks this year on fears of inflation and a potential economic recession, the declines are not due to any fundamental problems at many leading companies. Here are three growth stocks to buy now before a possible recession hits.Amazon (AMZN)Following its recent 20-for-1 stock split, shares of e-commerce giant Amazon.com, Inc.(NASDAQ:AMZN) are currently trading at $105, their most affordable level since the 2008-09 financial crisis.AMZN stock is down nearly 40% year to date, putting it at fire sale prices. While the Seattle-based company is struggling with some short-term issues, long-term Amazon should continue delivering for shareholders.Problems weighing on AMZN stock include supply chain constraints, employee wage inflation, and a bet on electric vehicle maker Rivian(NASDAQ:RIVN) that led Amazon to take a $7.6 billion loss on the investment. The Rivian gamble resulted in Amazon reporting a net loss of $3.8 billion in its most recent quarter, pushing its share price down in the process. However, investors should keep in mind that over the past five years, Amazon has delivered a 110% return to shareholders. This stock is built to last.Nvidia (NVDA)Microchip and semiconductor company Nvidia Corporation (NASDAQ:NVDA) is another great technology stock that is on sale right now. Investors with a long-term horizon can buy NVDA stock at $157, which is only slightly above its 52-week low of $153.28 and 55% below its 12-month high of $346.47.At these levels, Nvidia really is a screaming buy, especially given its increasingly dominant position in the chip and semiconductor space.The fall in the share price of Santa Clara, California-based Nvidia has more to do with negative investor sentiment and the broader decline in the entire stock market than Nvidia’s performance. Despite some temporary headwinds in the form of inflation and supply chains, Nvidia has continued to beat Wall Street expectations this year.In its most recent earnings print, Nvidia beat analyst consensus expectations for its revenue and earnings per share. Its total sales were up 46% year-over-year.However, NVDA stock fell after its earnings when the company provided lower forward guidance, saying video game sales are slowing. But don’t be fooled, Nvidia’s share price will come roaring back when the current bear market ends.CrowdStrike (CRWD)Cybersecurity company CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is not only a solid technology stock, it is also the right firm at the right time. This is because cybersecurity is front-and-center on the minds of government and corporate leaders, as well as investors. Major cyber attacks on leading companies such as Nvidia and Microsoft (NASDAQ:MSFT), as well as Russia - Ukraine war, have heightened awareness of the importance of cybersecurity. President Joe Biden has publicly urged corporate American to take the issue seriously.This is good news for CrowdStrike and its shareholders. It also helps to explain why CRWD stock is only down 19% year to date versus a 32% decline for the Nasdaq index on which the company’s shares trade. And at $160 per share, CrowdStrike’s stock is 46% below its 52-week high of $298.48.Going forward, the stock is sure to rebound and soar to new heights coming out of the current downturn as corporations and governments continue to invest heavily in cybersecurity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043321936,"gmtCreate":1655875905025,"gmtModify":1676535723804,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Looking up in the sky.","listText":"Looking up in the sky.","text":"Looking up in the sky.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043321936","repostId":"1133497983","repostType":4,"repost":{"id":"1133497983","pubTimestamp":1655869816,"share":"https://ttm.financial/m/news/1133497983?lang=&edition=fundamental","pubTime":"2022-06-22 11:50","market":"us","language":"en","title":"NIO: Results Are In, And Maybe So Is The Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=1133497983","media":"Seeking Alpha","summary":"SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO announced Q1 results and underwhelmed investors.</li><li>Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.</li><li>The bottom might be in, and NIO could appreciate over 300% in the coming months.</li></ul><p><b>Thesis Summary</b></p><p>NIO Inc. (NYSE:NIO) previewed its Q1 results ten days ago, and despite what some have qualified as disappointing results and guidance, the stock is up nearly 30% in the last month.</p><p>Results, while not great, have been good in a challenging macroeconomic context. But most important are the numerous growth catalysts that NIO has announced in the last few months.</p><p>On top of that, with the recent rally, NIO shares have shown clear evidence of a sentiment shift and early signs that a bottom could be in.</p><p>With that said, I am changing my rating back to a strong buy, as I see this as an opportunity to both buy NIO near the low while also buying shares into strength.</p><p><b>Recent Results</b></p><p>In my last article on NIO, I talked about the challenges posed by the CCP and delisting fears. I gave NIO a buy rating back then since I was fundamentally bullish, but the environment and share price were not. Now, with the latest results in place, numerous catalysts and a strong trend reversal, I am shifting my view back to a strong buy.</p><p>Let’s begin by looking at deliveries for the latest quarter.</p><p><img src=\"https://static.tigerbbs.com/a0bdf6679d390abdee3945b62903d029\" tg-width=\"640\" tg-height=\"188\" referrerpolicy=\"no-referrer\"/></p><p>NIO Q1 Deliveries(IR NIO)</p><p>NIO delivered 25,768 vehicles in Q1, which was only a 0.3% increase versus the latest quarter but a 25% increase YoY.</p><p>While deliveries have certainly been underwhelming, it is perhaps the shrinking margins which investors have been most concerned about:</p><p><img src=\"https://static.tigerbbs.com/fab46e448af8f6c75ae7f2b5c8095456\" tg-width=\"640\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/></p><p>NIO Financial Results(NIO IR)</p><p>Although NIO provided a technical beat on EPS, vehicle margin has contracted by 310bp YoY and 280bp QoQ. The gross margin now sits at 14.8%, while it was 19.5% this time last year.</p><p>Investors are rightly asking themselves how a company like NIO will return value to them in the future. NIO is in a very competitive market and is also fighting supply disruptions, along with higher input costs brought about by inflation.</p><p>However, if we focus on what NIO can control, we see strong initiatives coming from the company to improve profitability, improve their product offerings, and keep growing at a fast rate.</p><p><b>Numerous Catalysts</b></p><p>NIO is doing everything it can to solve the problems it faces today. But complex problems require complex solutions, and it will take time for NIO to turn things around.</p><p>One such initiative is NIO announcing plans to develop its own battery pack in 2024. The company will produce an 800-volt pack and use a combination of in-home and outsourced batteries for its production needs.</p><p>This follows a prior announcement that NIO was investing $32.8 million to develop a lithium-ion battery lab in Shanghai. This is a great move on NIO&#39;s part, as lithium lies at the heart of battery technology and is becoming an expensive and scarce resource. EV makers that can find a way to optimize the use of lithium will have a great advantage over competitors moving forward.</p><p>Also, NIO’s founder William Li announced recently that the company would be launching a development (R&amp;D) center for autonomous driving and artificial intelligence in Singapore, where NIO shares were recently listed.</p><p>On top of that, it’s worth mentioning that NIO is building another factory in Lu&#39;an city, which will be completed in the first half of 2023. This park will make aluminum die-casting products, which will not only improve NIO’s margins but also help reduce emissions by 50%.</p><p>On the profitability front, NIO is doing its best to keep costs down by investing in better technology and increasing its production capacity, which will provide them with economies of scale.</p><p>On the more imminent growth part of the equation, we also have two recent catalysts that will help NIO maintain high levels of growth.</p><p>Firstly, the company has announced the launch of the ES7, a mid-large-sized SUV. What’s most notable about this launch is that it will be the first NIO vehicle to operate on the new NT 2.0 technology platform, which features level 4 autonomous driving. The ES7 could be a game-changer for NIO, and it should help boost sales starting in September.</p><p>Furthermore, NIO will also be getting help from the Chinese government. As one of the many measures introduced by the CCP to promote consumption after the pandemic, China will be increasing the quota for passenger cars. In China, the ownership of cars is limited, but this limit will be increased this year, which will be a catalyst for car manufacturers as a whole.</p><p>To this, we can add the fact that China will probably be expanding EV subsidies until next year.</p><p>In conclusion, we have numerous catalysts in play now that were not present a month ago, which is changing investor sentiment.</p><p><b>Early Signs of A Bottom</b></p><p>The events of the last month have propelled NIO shares higher since we reached a bottom at around $14. Investor sentiment looks to have shifted, COVID lockdowns in China are ending, the government is moving to increase consumption, and both NIO and the market as a whole have come down to much more attractive valuations.</p><p>We are beginning to see signs of a bottom, and this is also evident if we look at NIO’s price chart:</p><p><img src=\"https://static.tigerbbs.com/9e8016b3ec78347b3f5c43727e90b0c7\" tg-width=\"1280\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>NIO Technical Analysis(Author&#39;s work)</p><p>As we can see from the chart above, NIO has now escaped the downtrend channel it has been in since November of last year. On top of that, we have seen very impulsive moves, with NIO rallying over 10% on numerous days. From an Elliott Wave perspective, we could point out 5 waves up, forming a diagonal.</p><p>Lastly, the RSI and MACD are also giving us bullish indications. On the 1D chart, the RSI has established a clear uptrend, but it is still far from overbought. The MACD has avoided a bullish crossover and gained momentum, which is also encouraging.</p><p>All in all, we are seeing early signs of a bottom. The sentiment is changing, which is backed up by the technical picture.</p><p><b>Valuation</b></p><p>EVs are essentially computers on wheels. That’s why comparisons and valuations with “traditional” auto manufacturers are inappropriate. EV makers are like tech companies, collecting data with every ride, and the value of this data is hard to calculate (though we know it is significant).</p><p>With that said, NIO currently trades at a P/S of 4, and this seems pretty low considering future growth prospects:</p><p><img src=\"https://static.tigerbbs.com/b56774ecb609017deaffbfadf74ebf48\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\"/></p><p>NIO Revenue Forecasts(Seeking Alpha)</p><p>By 2025 NIO could achieve between $23-$35 billion in revenue, implying a fwd P/S of 0.89. NIO’s average P/S since its inception has been close to 11, and Tesla currently trades at a P/S close to 8. NIO’s P/S should be closer to this in the long run, and even using a conservative figure of 6, NIO shares could easily double from here.</p><p>On top of that, investing in NIO at these prices comes with a considerable safety net. NIO has about 5$/share and is trading at only four times that. This is a company that is growing fast and is nowhere near bankruptcy. Realistically, the shares can’t go down much below recent lows.</p><p><b>Risks</b></p><p>Investing in NIO doesn’t come without risks. Chinese stocks are in a delicate situation right now, given geopolitical tensions and delisting fears, which I addressed in my last article.</p><p>As mentioned above, NIO favors a challenging macro environment and a competitive landscape, but I see evidence that the company can turn this around.</p><p><b>Final Thoughts</b></p><p>NIO Inc is one of the leading EV manufacturers in China, quickly becoming a global company. While recent results could be interpreted as weak, the company is making the right moves to improve profitability and keep growing. Furthermore, investors should remember that EVs are more than just cars, and the value of the data and technology in them is hard to calculate at this point; this is why Tesla and NIO command much higher valuation multiples.</p><p>While it is still early days, I believe the most likely scenario now is that the bottom is in.</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>NIO: Results Are In, And Maybe So Is The Bottom</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\">\nNIO: Results Are In, And Maybe So Is The Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.The bottom might be in,...</p>\n\n<a href=\"https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133497983","content_text":"SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.The bottom might be in, and NIO could appreciate over 300% in the coming months.Thesis SummaryNIO Inc. (NYSE:NIO) previewed its Q1 results ten days ago, and despite what some have qualified as disappointing results and guidance, the stock is up nearly 30% in the last month.Results, while not great, have been good in a challenging macroeconomic context. But most important are the numerous growth catalysts that NIO has announced in the last few months.On top of that, with the recent rally, NIO shares have shown clear evidence of a sentiment shift and early signs that a bottom could be in.With that said, I am changing my rating back to a strong buy, as I see this as an opportunity to both buy NIO near the low while also buying shares into strength.Recent ResultsIn my last article on NIO, I talked about the challenges posed by the CCP and delisting fears. I gave NIO a buy rating back then since I was fundamentally bullish, but the environment and share price were not. Now, with the latest results in place, numerous catalysts and a strong trend reversal, I am shifting my view back to a strong buy.Let’s begin by looking at deliveries for the latest quarter.NIO Q1 Deliveries(IR NIO)NIO delivered 25,768 vehicles in Q1, which was only a 0.3% increase versus the latest quarter but a 25% increase YoY.While deliveries have certainly been underwhelming, it is perhaps the shrinking margins which investors have been most concerned about:NIO Financial Results(NIO IR)Although NIO provided a technical beat on EPS, vehicle margin has contracted by 310bp YoY and 280bp QoQ. The gross margin now sits at 14.8%, while it was 19.5% this time last year.Investors are rightly asking themselves how a company like NIO will return value to them in the future. NIO is in a very competitive market and is also fighting supply disruptions, along with higher input costs brought about by inflation.However, if we focus on what NIO can control, we see strong initiatives coming from the company to improve profitability, improve their product offerings, and keep growing at a fast rate.Numerous CatalystsNIO is doing everything it can to solve the problems it faces today. But complex problems require complex solutions, and it will take time for NIO to turn things around.One such initiative is NIO announcing plans to develop its own battery pack in 2024. The company will produce an 800-volt pack and use a combination of in-home and outsourced batteries for its production needs.This follows a prior announcement that NIO was investing $32.8 million to develop a lithium-ion battery lab in Shanghai. This is a great move on NIO's part, as lithium lies at the heart of battery technology and is becoming an expensive and scarce resource. EV makers that can find a way to optimize the use of lithium will have a great advantage over competitors moving forward.Also, NIO’s founder William Li announced recently that the company would be launching a development (R&D) center for autonomous driving and artificial intelligence in Singapore, where NIO shares were recently listed.On top of that, it’s worth mentioning that NIO is building another factory in Lu'an city, which will be completed in the first half of 2023. This park will make aluminum die-casting products, which will not only improve NIO’s margins but also help reduce emissions by 50%.On the profitability front, NIO is doing its best to keep costs down by investing in better technology and increasing its production capacity, which will provide them with economies of scale.On the more imminent growth part of the equation, we also have two recent catalysts that will help NIO maintain high levels of growth.Firstly, the company has announced the launch of the ES7, a mid-large-sized SUV. What’s most notable about this launch is that it will be the first NIO vehicle to operate on the new NT 2.0 technology platform, which features level 4 autonomous driving. The ES7 could be a game-changer for NIO, and it should help boost sales starting in September.Furthermore, NIO will also be getting help from the Chinese government. As one of the many measures introduced by the CCP to promote consumption after the pandemic, China will be increasing the quota for passenger cars. In China, the ownership of cars is limited, but this limit will be increased this year, which will be a catalyst for car manufacturers as a whole.To this, we can add the fact that China will probably be expanding EV subsidies until next year.In conclusion, we have numerous catalysts in play now that were not present a month ago, which is changing investor sentiment.Early Signs of A BottomThe events of the last month have propelled NIO shares higher since we reached a bottom at around $14. Investor sentiment looks to have shifted, COVID lockdowns in China are ending, the government is moving to increase consumption, and both NIO and the market as a whole have come down to much more attractive valuations.We are beginning to see signs of a bottom, and this is also evident if we look at NIO’s price chart:NIO Technical Analysis(Author's work)As we can see from the chart above, NIO has now escaped the downtrend channel it has been in since November of last year. On top of that, we have seen very impulsive moves, with NIO rallying over 10% on numerous days. From an Elliott Wave perspective, we could point out 5 waves up, forming a diagonal.Lastly, the RSI and MACD are also giving us bullish indications. On the 1D chart, the RSI has established a clear uptrend, but it is still far from overbought. The MACD has avoided a bullish crossover and gained momentum, which is also encouraging.All in all, we are seeing early signs of a bottom. The sentiment is changing, which is backed up by the technical picture.ValuationEVs are essentially computers on wheels. That’s why comparisons and valuations with “traditional” auto manufacturers are inappropriate. EV makers are like tech companies, collecting data with every ride, and the value of this data is hard to calculate (though we know it is significant).With that said, NIO currently trades at a P/S of 4, and this seems pretty low considering future growth prospects:NIO Revenue Forecasts(Seeking Alpha)By 2025 NIO could achieve between $23-$35 billion in revenue, implying a fwd P/S of 0.89. NIO’s average P/S since its inception has been close to 11, and Tesla currently trades at a P/S close to 8. NIO’s P/S should be closer to this in the long run, and even using a conservative figure of 6, NIO shares could easily double from here.On top of that, investing in NIO at these prices comes with a considerable safety net. NIO has about 5$/share and is trading at only four times that. This is a company that is growing fast and is nowhere near bankruptcy. Realistically, the shares can’t go down much below recent lows.RisksInvesting in NIO doesn’t come without risks. Chinese stocks are in a delicate situation right now, given geopolitical tensions and delisting fears, which I addressed in my last article.As mentioned above, NIO favors a challenging macro environment and a competitive landscape, but I see evidence that the company can turn this around.Final ThoughtsNIO Inc is one of the leading EV manufacturers in China, quickly becoming a global company. While recent results could be interpreted as weak, the company is making the right moves to improve profitability and keep growing. Furthermore, investors should remember that EVs are more than just cars, and the value of the data and technology in them is hard to calculate at this point; this is why Tesla and NIO command much higher valuation multiples.While it is still early days, I believe the most likely scenario now is that the bottom is in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057918526,"gmtCreate":1655448539065,"gmtModify":1676535642047,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Go or No go?","listText":"Go or No go?","text":"Go or No go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057918526","repostId":"1118682898","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028616276,"gmtCreate":1653212863495,"gmtModify":1676535241069,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"Finally some positive news&nbsp;","listText":"Finally some positive news&nbsp;","text":"Finally some positive news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028616276","repostId":"2237804740","repostType":4,"repost":{"id":"2237804740","pubTimestamp":1653186784,"share":"https://ttm.financial/m/news/2237804740?lang=&edition=fundamental","pubTime":"2022-05-22 10:33","market":"us","language":"en","title":"Upgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky","url":"https://stock-news.laohu8.com/highlight/detail?id=2237804740","media":"seekingalpha","summary":"SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.</li><li>There are signs that high growth is returning and that some steps toward becoming profitable are being taken.</li><li>The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction.</li><li>The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company.</li><li>That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4369272cc8b01316e1557985846203\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>whitebalance.oatt/E+ via Getty Images</span></p><p><i>This article was written by WideAlpha.</i></p><p>Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to &#34;Hold&#34; based on the attractive valuation, but we&#39;re now upgrading the shares again given that profitability now looks more attainable in the medium term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cfaef7da7b5f4bd43db70fd365c2e6e\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p>These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the <a href=\"https://laohu8.com/S/AONE.U\">one</a> that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.</p><p>All these point to recovering growth, which is all fine and good, but we&#39;re still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a51e5f7af20f7049c56fce95c7641130\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p>What makes us more optimistic about the company is the growth it&#39;s seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.</p><p>Even better, when its customers make use of Grab&#39;s financial services, they spend more and their retention on the platform improves.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/556608a22e6efd02a8162f618c3a70b3\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p><b>Liquidity</b></p><p>The company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.</p><p>As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.</p><p><b>Valuation</b></p><p>It&#39;s difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it&#39;s difficult to do a credible discounted cash flow model when it&#39;s difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia&#39;s &#34;Super Apps.&#34; Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there&#39;s room for the valuation to expand if the company proves it can become profitable.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce4e62cfe0f52a079d8e30bdbb594793\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There&#39;s also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bef0947c2c077a4dc099088530669bd1\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Outlook for 2022</b></p><p>For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we&#39;re seeing some green shoots there the company still has a lot to do to become sustainably profitable.</p><p><b>ESG</b></p><p>We would like to add a quick note saying that we&#39;re positively surprised by Grab&#39;s sustainability efforts. It&#39;s pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it&#39;s seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.</p><p><b>Risks</b></p><p>While the risk/reward has improved to the point that we now rate the company a &#34;Buy,&#34; we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.</p><p>The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9a705f6d4f513634c0b5128d6154cf2\" tg-width=\"381\" tg-height=\"191\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Conclusion</b></p><p>The most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a &#34;buy&#34; given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Upgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky</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\">\nUpgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.There are signs that high growth is returning and that some steps toward becoming ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237804740","content_text":"SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.There are signs that high growth is returning and that some steps toward becoming profitable are being taken.The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction.The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company.That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern.whitebalance.oatt/E+ via Getty ImagesThis article was written by WideAlpha.Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to \"Hold\" based on the attractive valuation, but we're now upgrading the shares again given that profitability now looks more attainable in the medium term.Grab Investor PresentationThese results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.All these point to recovering growth, which is all fine and good, but we're still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.Grab Investor PresentationWhat makes us more optimistic about the company is the growth it's seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.Even better, when its customers make use of Grab's financial services, they spend more and their retention on the platform improves.Grab Investor PresentationLiquidityThe company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.ValuationIt's difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it's difficult to do a credible discounted cash flow model when it's difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia's \"Super Apps.\" Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there's room for the valuation to expand if the company proves it can become profitable.Data by YChartsAt least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There's also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.Data by YChartsOutlook for 2022For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we're seeing some green shoots there the company still has a lot to do to become sustainably profitable.ESGWe would like to add a quick note saying that we're positively surprised by Grab's sustainability efforts. It's pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it's seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.RisksWhile the risk/reward has improved to the point that we now rate the company a \"Buy,\" we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.Seeking AlphaConclusionThe most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a \"buy\" given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021609016,"gmtCreate":1653037745636,"gmtModify":1676535212579,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"This Baba is getting old and looking to retire soon&nbsp;","listText":"This Baba is getting old and looking to retire soon&nbsp;","text":"This Baba is getting old and looking to retire soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021609016","repostId":"2236705977","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067181533,"gmtCreate":1652422579622,"gmtModify":1676535098195,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093733899961700","authorIdStr":"4093733899961700"},"themes":[],"htmlText":"The high have to come down. The low have to go up.","listText":"The high have to come down. The low have to go up.","text":"The high have to come down. The low have to go up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067181533","repostId":"2235610902","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":252177494827200,"gmtCreate":1702600484790,"gmtModify":1702600487247,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WEWKQ\">$WeWork Inc.(WEWKQ)$ </a> My worst decision ever.","listText":"<a href=\"https://ttm.financial/S/WEWKQ\">$WeWork Inc.(WEWKQ)$ </a> My worst decision ever.","text":"$WeWork Inc.(WEWKQ)$ My worst decision ever.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252177494827200","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901880925,"gmtCreate":1659159400267,"gmtModify":1676536267394,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Buy or Sell?","listText":"Buy or Sell?","text":"Buy or Sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901880925","repostId":"2255551011","repostType":2,"repost":{"id":"2255551011","pubTimestamp":1659143138,"share":"https://ttm.financial/m/news/2255551011?lang=&edition=fundamental","pubTime":"2022-07-30 09:05","market":"us","language":"en","title":"Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2255551011","media":"Barrons","summary":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown","content":"<html><head></head><body><p>Apple&#39;s better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.</p><p>Investors were wary heading into Apple&#39;s (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.</p><p>But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.</p><p>&#34;We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino&#39;s [the location of Apple&#39;s main office] ability to navigate a supply chain shortage in an impressive performance, &#34; wrote Wedbush analyst Daniel Ives on Friday.</p><p>Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple&#39;s products and services in the months ahead, even though macro challenges will persist.</p><p>Suva outlined five reasons to buy the stock.</p><p><b>iPhone 14</b></p><p>Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple&#39;s $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.</p><p><b>Expansion of Services Segment</b></p><p>Apple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.</p><p>The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a &#34;larger base to monetize over the long run,&#34; wrote Evercore ISI analyst Amit Daryanani.</p><p><b>New Product Launches</b></p><p>In addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.</p><p><b>Demand Shift Toward Premium Products</b></p><p>The market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple&#39;s iPhone offerings.</p><p><b>Stock Buyback Program</b></p><p>The company&#39;s $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.</p><p>&#34;We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,&#34; Ives wrote.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up</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\">\nBuy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255551011","content_text":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.Investors were wary heading into Apple's (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.\"We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino's [the location of Apple's main office] ability to navigate a supply chain shortage in an impressive performance, \" wrote Wedbush analyst Daniel Ives on Friday.Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple's products and services in the months ahead, even though macro challenges will persist.Suva outlined five reasons to buy the stock.iPhone 14Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple's $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.Expansion of Services SegmentApple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a \"larger base to monetize over the long run,\" wrote Evercore ISI analyst Amit Daryanani.New Product LaunchesIn addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.Demand Shift Toward Premium ProductsThe market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple's iPhone offerings.Stock Buyback ProgramThe company's $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.\"We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,\" Ives wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"content":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓 Let me know if you want me to help like your posts too!","text":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓 Let me know if you want me to help like your posts too!","html":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓 Let me know if you want me to help like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087961083,"gmtCreate":1650941081818,"gmtModify":1676534820397,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"I bought Twitter at 60. What will happen now?","listText":"I bought Twitter at 60. What will happen now?","text":"I bought Twitter at 60. What will happen now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087961083","repostId":"1136769709","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939918097,"gmtCreate":1662040790620,"gmtModify":1676536704787,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"I m buying too","listText":"I m buying too","text":"I m buying too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939918097","repostId":"1160870826","repostType":4,"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041654490,"gmtCreate":1656046322710,"gmtModify":1676535758382,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Up Up Up please&nbsp;","listText":"Up Up Up please&nbsp;","text":"Up Up Up please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041654490","repostId":"1155167509","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028616276,"gmtCreate":1653212863495,"gmtModify":1676535241069,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Finally some positive news&nbsp;","listText":"Finally some positive news&nbsp;","text":"Finally some positive news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028616276","repostId":"2237804740","repostType":4,"repost":{"id":"2237804740","pubTimestamp":1653186784,"share":"https://ttm.financial/m/news/2237804740?lang=&edition=fundamental","pubTime":"2022-05-22 10:33","market":"us","language":"en","title":"Upgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky","url":"https://stock-news.laohu8.com/highlight/detail?id=2237804740","media":"seekingalpha","summary":"SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.</li><li>There are signs that high growth is returning and that some steps toward becoming profitable are being taken.</li><li>The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction.</li><li>The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company.</li><li>That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4369272cc8b01316e1557985846203\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>whitebalance.oatt/E+ via Getty Images</span></p><p><i>This article was written by WideAlpha.</i></p><p>Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to &#34;Hold&#34; based on the attractive valuation, but we&#39;re now upgrading the shares again given that profitability now looks more attainable in the medium term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cfaef7da7b5f4bd43db70fd365c2e6e\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p>These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the <a href=\"https://laohu8.com/S/AONE.U\">one</a> that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.</p><p>All these point to recovering growth, which is all fine and good, but we&#39;re still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a51e5f7af20f7049c56fce95c7641130\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p>What makes us more optimistic about the company is the growth it&#39;s seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.</p><p>Even better, when its customers make use of Grab&#39;s financial services, they spend more and their retention on the platform improves.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/556608a22e6efd02a8162f618c3a70b3\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p><b>Liquidity</b></p><p>The company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.</p><p>As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.</p><p><b>Valuation</b></p><p>It&#39;s difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it&#39;s difficult to do a credible discounted cash flow model when it&#39;s difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia&#39;s &#34;Super Apps.&#34; Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there&#39;s room for the valuation to expand if the company proves it can become profitable.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce4e62cfe0f52a079d8e30bdbb594793\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There&#39;s also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bef0947c2c077a4dc099088530669bd1\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Outlook for 2022</b></p><p>For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we&#39;re seeing some green shoots there the company still has a lot to do to become sustainably profitable.</p><p><b>ESG</b></p><p>We would like to add a quick note saying that we&#39;re positively surprised by Grab&#39;s sustainability efforts. It&#39;s pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it&#39;s seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.</p><p><b>Risks</b></p><p>While the risk/reward has improved to the point that we now rate the company a &#34;Buy,&#34; we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.</p><p>The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9a705f6d4f513634c0b5128d6154cf2\" tg-width=\"381\" tg-height=\"191\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Conclusion</b></p><p>The most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a &#34;buy&#34; given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Upgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky</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\">\nUpgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.There are signs that high growth is returning and that some steps toward becoming ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237804740","content_text":"SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.There are signs that high growth is returning and that some steps toward becoming profitable are being taken.The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction.The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company.That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern.whitebalance.oatt/E+ via Getty ImagesThis article was written by WideAlpha.Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to \"Hold\" based on the attractive valuation, but we're now upgrading the shares again given that profitability now looks more attainable in the medium term.Grab Investor PresentationThese results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.All these point to recovering growth, which is all fine and good, but we're still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.Grab Investor PresentationWhat makes us more optimistic about the company is the growth it's seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.Even better, when its customers make use of Grab's financial services, they spend more and their retention on the platform improves.Grab Investor PresentationLiquidityThe company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.ValuationIt's difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it's difficult to do a credible discounted cash flow model when it's difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia's \"Super Apps.\" Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there's room for the valuation to expand if the company proves it can become profitable.Data by YChartsAt least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There's also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.Data by YChartsOutlook for 2022For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we're seeing some green shoots there the company still has a lot to do to become sustainably profitable.ESGWe would like to add a quick note saying that we're positively surprised by Grab's sustainability efforts. It's pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it's seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.RisksWhile the risk/reward has improved to the point that we now rate the company a \"Buy,\" we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.Seeking AlphaConclusionThe most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a \"buy\" given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021609016,"gmtCreate":1653037745636,"gmtModify":1676535212579,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"This Baba is getting old and looking to retire soon&nbsp;","listText":"This Baba is getting old and looking to retire soon&nbsp;","text":"This Baba is getting old and looking to retire soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021609016","repostId":"2236705977","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067181533,"gmtCreate":1652422579622,"gmtModify":1676535098195,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"The high have to come down. The low have to go up.","listText":"The high have to come down. The low have to go up.","text":"The high have to come down. The low have to go up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067181533","repostId":"2235610902","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084633226,"gmtCreate":1650853585813,"gmtModify":1676534803895,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Nio.... the next Tesla... ready to launch&nbsp;","listText":"Nio.... the next Tesla... ready to launch&nbsp;","text":"Nio.... the next Tesla... ready to launch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084633226","repostId":"1130507299","repostType":2,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057918526,"gmtCreate":1655448539065,"gmtModify":1676535642047,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Go or No go?","listText":"Go or No go?","text":"Go or No go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057918526","repostId":"1118682898","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061379705,"gmtCreate":1651578186164,"gmtModify":1676534929693,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Where is it heading? When is the turning point?","listText":"Where is it heading? When is the turning point?","text":"Where is it heading? When is the turning point?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061379705","repostId":"2232270833","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082377175,"gmtCreate":1650532511711,"gmtModify":1676534745974,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Tesla... the sky the limits....","listText":"Tesla... the sky the limits....","text":"Tesla... the sky the limits....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082377175","repostId":"2229903286","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994145653,"gmtCreate":1661582772077,"gmtModify":1676536546581,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Amazing!","listText":"Amazing!","text":"Amazing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994145653","repostId":"1180024105","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043321936,"gmtCreate":1655875905025,"gmtModify":1676535723804,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Looking up in the sky.","listText":"Looking up in the sky.","text":"Looking up in the sky.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043321936","repostId":"1133497983","repostType":4,"repost":{"id":"1133497983","pubTimestamp":1655869816,"share":"https://ttm.financial/m/news/1133497983?lang=&edition=fundamental","pubTime":"2022-06-22 11:50","market":"us","language":"en","title":"NIO: Results Are In, And Maybe So Is The Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=1133497983","media":"Seeking Alpha","summary":"SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO announced Q1 results and underwhelmed investors.</li><li>Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.</li><li>The bottom might be in, and NIO could appreciate over 300% in the coming months.</li></ul><p><b>Thesis Summary</b></p><p>NIO Inc. (NYSE:NIO) previewed its Q1 results ten days ago, and despite what some have qualified as disappointing results and guidance, the stock is up nearly 30% in the last month.</p><p>Results, while not great, have been good in a challenging macroeconomic context. But most important are the numerous growth catalysts that NIO has announced in the last few months.</p><p>On top of that, with the recent rally, NIO shares have shown clear evidence of a sentiment shift and early signs that a bottom could be in.</p><p>With that said, I am changing my rating back to a strong buy, as I see this as an opportunity to both buy NIO near the low while also buying shares into strength.</p><p><b>Recent Results</b></p><p>In my last article on NIO, I talked about the challenges posed by the CCP and delisting fears. I gave NIO a buy rating back then since I was fundamentally bullish, but the environment and share price were not. Now, with the latest results in place, numerous catalysts and a strong trend reversal, I am shifting my view back to a strong buy.</p><p>Let’s begin by looking at deliveries for the latest quarter.</p><p><img src=\"https://static.tigerbbs.com/a0bdf6679d390abdee3945b62903d029\" tg-width=\"640\" tg-height=\"188\" referrerpolicy=\"no-referrer\"/></p><p>NIO Q1 Deliveries(IR NIO)</p><p>NIO delivered 25,768 vehicles in Q1, which was only a 0.3% increase versus the latest quarter but a 25% increase YoY.</p><p>While deliveries have certainly been underwhelming, it is perhaps the shrinking margins which investors have been most concerned about:</p><p><img src=\"https://static.tigerbbs.com/fab46e448af8f6c75ae7f2b5c8095456\" tg-width=\"640\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/></p><p>NIO Financial Results(NIO IR)</p><p>Although NIO provided a technical beat on EPS, vehicle margin has contracted by 310bp YoY and 280bp QoQ. The gross margin now sits at 14.8%, while it was 19.5% this time last year.</p><p>Investors are rightly asking themselves how a company like NIO will return value to them in the future. NIO is in a very competitive market and is also fighting supply disruptions, along with higher input costs brought about by inflation.</p><p>However, if we focus on what NIO can control, we see strong initiatives coming from the company to improve profitability, improve their product offerings, and keep growing at a fast rate.</p><p><b>Numerous Catalysts</b></p><p>NIO is doing everything it can to solve the problems it faces today. But complex problems require complex solutions, and it will take time for NIO to turn things around.</p><p>One such initiative is NIO announcing plans to develop its own battery pack in 2024. The company will produce an 800-volt pack and use a combination of in-home and outsourced batteries for its production needs.</p><p>This follows a prior announcement that NIO was investing $32.8 million to develop a lithium-ion battery lab in Shanghai. This is a great move on NIO&#39;s part, as lithium lies at the heart of battery technology and is becoming an expensive and scarce resource. EV makers that can find a way to optimize the use of lithium will have a great advantage over competitors moving forward.</p><p>Also, NIO’s founder William Li announced recently that the company would be launching a development (R&amp;D) center for autonomous driving and artificial intelligence in Singapore, where NIO shares were recently listed.</p><p>On top of that, it’s worth mentioning that NIO is building another factory in Lu&#39;an city, which will be completed in the first half of 2023. This park will make aluminum die-casting products, which will not only improve NIO’s margins but also help reduce emissions by 50%.</p><p>On the profitability front, NIO is doing its best to keep costs down by investing in better technology and increasing its production capacity, which will provide them with economies of scale.</p><p>On the more imminent growth part of the equation, we also have two recent catalysts that will help NIO maintain high levels of growth.</p><p>Firstly, the company has announced the launch of the ES7, a mid-large-sized SUV. What’s most notable about this launch is that it will be the first NIO vehicle to operate on the new NT 2.0 technology platform, which features level 4 autonomous driving. The ES7 could be a game-changer for NIO, and it should help boost sales starting in September.</p><p>Furthermore, NIO will also be getting help from the Chinese government. As one of the many measures introduced by the CCP to promote consumption after the pandemic, China will be increasing the quota for passenger cars. In China, the ownership of cars is limited, but this limit will be increased this year, which will be a catalyst for car manufacturers as a whole.</p><p>To this, we can add the fact that China will probably be expanding EV subsidies until next year.</p><p>In conclusion, we have numerous catalysts in play now that were not present a month ago, which is changing investor sentiment.</p><p><b>Early Signs of A Bottom</b></p><p>The events of the last month have propelled NIO shares higher since we reached a bottom at around $14. Investor sentiment looks to have shifted, COVID lockdowns in China are ending, the government is moving to increase consumption, and both NIO and the market as a whole have come down to much more attractive valuations.</p><p>We are beginning to see signs of a bottom, and this is also evident if we look at NIO’s price chart:</p><p><img src=\"https://static.tigerbbs.com/9e8016b3ec78347b3f5c43727e90b0c7\" tg-width=\"1280\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>NIO Technical Analysis(Author&#39;s work)</p><p>As we can see from the chart above, NIO has now escaped the downtrend channel it has been in since November of last year. On top of that, we have seen very impulsive moves, with NIO rallying over 10% on numerous days. From an Elliott Wave perspective, we could point out 5 waves up, forming a diagonal.</p><p>Lastly, the RSI and MACD are also giving us bullish indications. On the 1D chart, the RSI has established a clear uptrend, but it is still far from overbought. The MACD has avoided a bullish crossover and gained momentum, which is also encouraging.</p><p>All in all, we are seeing early signs of a bottom. The sentiment is changing, which is backed up by the technical picture.</p><p><b>Valuation</b></p><p>EVs are essentially computers on wheels. That’s why comparisons and valuations with “traditional” auto manufacturers are inappropriate. EV makers are like tech companies, collecting data with every ride, and the value of this data is hard to calculate (though we know it is significant).</p><p>With that said, NIO currently trades at a P/S of 4, and this seems pretty low considering future growth prospects:</p><p><img src=\"https://static.tigerbbs.com/b56774ecb609017deaffbfadf74ebf48\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\"/></p><p>NIO Revenue Forecasts(Seeking Alpha)</p><p>By 2025 NIO could achieve between $23-$35 billion in revenue, implying a fwd P/S of 0.89. NIO’s average P/S since its inception has been close to 11, and Tesla currently trades at a P/S close to 8. NIO’s P/S should be closer to this in the long run, and even using a conservative figure of 6, NIO shares could easily double from here.</p><p>On top of that, investing in NIO at these prices comes with a considerable safety net. NIO has about 5$/share and is trading at only four times that. This is a company that is growing fast and is nowhere near bankruptcy. Realistically, the shares can’t go down much below recent lows.</p><p><b>Risks</b></p><p>Investing in NIO doesn’t come without risks. Chinese stocks are in a delicate situation right now, given geopolitical tensions and delisting fears, which I addressed in my last article.</p><p>As mentioned above, NIO favors a challenging macro environment and a competitive landscape, but I see evidence that the company can turn this around.</p><p><b>Final Thoughts</b></p><p>NIO Inc is one of the leading EV manufacturers in China, quickly becoming a global company. While recent results could be interpreted as weak, the company is making the right moves to improve profitability and keep growing. Furthermore, investors should remember that EVs are more than just cars, and the value of the data and technology in them is hard to calculate at this point; this is why Tesla and NIO command much higher valuation multiples.</p><p>While it is still early days, I believe the most likely scenario now is that the bottom is in.</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>NIO: Results Are In, And Maybe So Is The Bottom</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\">\nNIO: Results Are In, And Maybe So Is The Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.The bottom might be in,...</p>\n\n<a href=\"https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133497983","content_text":"SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.The bottom might be in, and NIO could appreciate over 300% in the coming months.Thesis SummaryNIO Inc. (NYSE:NIO) previewed its Q1 results ten days ago, and despite what some have qualified as disappointing results and guidance, the stock is up nearly 30% in the last month.Results, while not great, have been good in a challenging macroeconomic context. But most important are the numerous growth catalysts that NIO has announced in the last few months.On top of that, with the recent rally, NIO shares have shown clear evidence of a sentiment shift and early signs that a bottom could be in.With that said, I am changing my rating back to a strong buy, as I see this as an opportunity to both buy NIO near the low while also buying shares into strength.Recent ResultsIn my last article on NIO, I talked about the challenges posed by the CCP and delisting fears. I gave NIO a buy rating back then since I was fundamentally bullish, but the environment and share price were not. Now, with the latest results in place, numerous catalysts and a strong trend reversal, I am shifting my view back to a strong buy.Let’s begin by looking at deliveries for the latest quarter.NIO Q1 Deliveries(IR NIO)NIO delivered 25,768 vehicles in Q1, which was only a 0.3% increase versus the latest quarter but a 25% increase YoY.While deliveries have certainly been underwhelming, it is perhaps the shrinking margins which investors have been most concerned about:NIO Financial Results(NIO IR)Although NIO provided a technical beat on EPS, vehicle margin has contracted by 310bp YoY and 280bp QoQ. The gross margin now sits at 14.8%, while it was 19.5% this time last year.Investors are rightly asking themselves how a company like NIO will return value to them in the future. NIO is in a very competitive market and is also fighting supply disruptions, along with higher input costs brought about by inflation.However, if we focus on what NIO can control, we see strong initiatives coming from the company to improve profitability, improve their product offerings, and keep growing at a fast rate.Numerous CatalystsNIO is doing everything it can to solve the problems it faces today. But complex problems require complex solutions, and it will take time for NIO to turn things around.One such initiative is NIO announcing plans to develop its own battery pack in 2024. The company will produce an 800-volt pack and use a combination of in-home and outsourced batteries for its production needs.This follows a prior announcement that NIO was investing $32.8 million to develop a lithium-ion battery lab in Shanghai. This is a great move on NIO's part, as lithium lies at the heart of battery technology and is becoming an expensive and scarce resource. EV makers that can find a way to optimize the use of lithium will have a great advantage over competitors moving forward.Also, NIO’s founder William Li announced recently that the company would be launching a development (R&D) center for autonomous driving and artificial intelligence in Singapore, where NIO shares were recently listed.On top of that, it’s worth mentioning that NIO is building another factory in Lu'an city, which will be completed in the first half of 2023. This park will make aluminum die-casting products, which will not only improve NIO’s margins but also help reduce emissions by 50%.On the profitability front, NIO is doing its best to keep costs down by investing in better technology and increasing its production capacity, which will provide them with economies of scale.On the more imminent growth part of the equation, we also have two recent catalysts that will help NIO maintain high levels of growth.Firstly, the company has announced the launch of the ES7, a mid-large-sized SUV. What’s most notable about this launch is that it will be the first NIO vehicle to operate on the new NT 2.0 technology platform, which features level 4 autonomous driving. The ES7 could be a game-changer for NIO, and it should help boost sales starting in September.Furthermore, NIO will also be getting help from the Chinese government. As one of the many measures introduced by the CCP to promote consumption after the pandemic, China will be increasing the quota for passenger cars. In China, the ownership of cars is limited, but this limit will be increased this year, which will be a catalyst for car manufacturers as a whole.To this, we can add the fact that China will probably be expanding EV subsidies until next year.In conclusion, we have numerous catalysts in play now that were not present a month ago, which is changing investor sentiment.Early Signs of A BottomThe events of the last month have propelled NIO shares higher since we reached a bottom at around $14. Investor sentiment looks to have shifted, COVID lockdowns in China are ending, the government is moving to increase consumption, and both NIO and the market as a whole have come down to much more attractive valuations.We are beginning to see signs of a bottom, and this is also evident if we look at NIO’s price chart:NIO Technical Analysis(Author's work)As we can see from the chart above, NIO has now escaped the downtrend channel it has been in since November of last year. On top of that, we have seen very impulsive moves, with NIO rallying over 10% on numerous days. From an Elliott Wave perspective, we could point out 5 waves up, forming a diagonal.Lastly, the RSI and MACD are also giving us bullish indications. On the 1D chart, the RSI has established a clear uptrend, but it is still far from overbought. The MACD has avoided a bullish crossover and gained momentum, which is also encouraging.All in all, we are seeing early signs of a bottom. The sentiment is changing, which is backed up by the technical picture.ValuationEVs are essentially computers on wheels. That’s why comparisons and valuations with “traditional” auto manufacturers are inappropriate. EV makers are like tech companies, collecting data with every ride, and the value of this data is hard to calculate (though we know it is significant).With that said, NIO currently trades at a P/S of 4, and this seems pretty low considering future growth prospects:NIO Revenue Forecasts(Seeking Alpha)By 2025 NIO could achieve between $23-$35 billion in revenue, implying a fwd P/S of 0.89. NIO’s average P/S since its inception has been close to 11, and Tesla currently trades at a P/S close to 8. NIO’s P/S should be closer to this in the long run, and even using a conservative figure of 6, NIO shares could easily double from here.On top of that, investing in NIO at these prices comes with a considerable safety net. NIO has about 5$/share and is trading at only four times that. This is a company that is growing fast and is nowhere near bankruptcy. Realistically, the shares can’t go down much below recent lows.RisksInvesting in NIO doesn’t come without risks. Chinese stocks are in a delicate situation right now, given geopolitical tensions and delisting fears, which I addressed in my last article.As mentioned above, NIO favors a challenging macro environment and a competitive landscape, but I see evidence that the company can turn this around.Final ThoughtsNIO Inc is one of the leading EV manufacturers in China, quickly becoming a global company. While recent results could be interpreted as weak, the company is making the right moves to improve profitability and keep growing. Furthermore, investors should remember that EVs are more than just cars, and the value of the data and technology in them is hard to calculate at this point; this is why Tesla and NIO command much higher valuation multiples.While it is still early days, I believe the most likely scenario now is that the bottom is in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085657610,"gmtCreate":1650693847917,"gmtModify":1676534778827,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Palantir, please fly high.","listText":"Palantir, please fly high.","text":"Palantir, please fly high.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085657610","repostId":"2229815110","repostType":4,"repost":{"id":"2229815110","pubTimestamp":1650681404,"share":"https://ttm.financial/m/news/2229815110?lang=&edition=fundamental","pubTime":"2022-04-23 10:36","market":"us","language":"en","title":"Wall Street Thinks Palantir Is Poised for a Comeback. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2229815110","media":"Motley Fool","summary":"Wall Street is bullish on Palantir because it see catalysts for the company's long-term growth. But the software company's stock price has been cratering.","content":"<html><head></head><body><p>Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising adoption of crypto, investors have witnessed peaks and valleys in growth stocks since the outset of the pandemic.</p><p>Data analytics provider <b>Palantir Technologies</b> often finds its name in the headlines because both the public and private sectors are increasingly using the company&#39;s robust software platform. However, over the last 12 months, the company&#39;s stock has cratered by 45%. But as investor enthusiasm has waned, Wall Street has identified some catalysts that could serve as long-term growth drivers for the stock.</p><h2>What is Wall Street saying?</h2><p>Over the last month, Wall Street banks <b>Piper Sandler</b> and Monness, Crespi, Hardt &amp; Company have initiated coverage of Palantir stock and assigned a buy or buy-equivalent rating. Piper Sandler&#39;s current price target is $15 per share, while Monness, Crespi, Hardt &amp; Company arrived at $20 per share, which implies a 67% upside from where the stock trades today.</p><p>Alongside Palantir&#39;s 2021 earnings results, management issued guidance with expectations of at least 30% revenue growth year over year through 2025. Both banks believe that this target is achievable, given Palantir&#39;s most recent operating results, and highlighted increased sales and marketing hiring, as well as continued geographic penetration, as top tailwinds that could propel the company forward.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F674957%2Fgettyimages-1294781573.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Are these points valid?</h2><p>In 2021, Palantir generated $1.5 billion in revenue, up 41% year over year. What&#39;s most impressive about this growth is the company&#39;s penetration of both the public and private sectors. In its early days, Palantir primarily focused on selling software products to the U.S. Government. However, its 2021 results showcased how the company is beginning to gain traction in the commercial atmosphere. Given Palantir&#39;s ability to expand beyond its core end market of government agencies and win large deals in the private sector, Wall Street believes that Palantir should be able to reach its future revenue commitment of at least 30%.</p><p>In 2021, Palantir grew revenue in its commercial segment by 34% year over year. Moreover, commercial-sector customers <i>tripled </i>in 2021 to 147 total clients.</p><p>Perhaps the most encouraging indicator of Palantir&#39;s capabilities is its net dollar retention, which measures how much a company&#39;s recurring revenue has increased or decreased over some time by accounting for expansions, as well as churn. Net dollar retention was 113% in the commercial sector, while Palantir&#39;s government business reported 146%.  The impressive net dollar retention has contributed nicely to Palantir&#39;s profitability profile. For the year ended Dec. 31, 2021, Palantir&#39;s operating cash flow was $334 million. To reach its long-term revenue goal, Palantir has stated its intent to aggressively invest in sales efforts.</p><p>For reference, the company began 2021 with only 12 members of its U.S. commercial sales force. But by year&#39;s end, Palantir had grown this to a team of 80. Throughout the year, it signed several impressive customers in the commercial realm such as <b>The Merck Group</b> and Korean shipbuilder <b>Hyundai Heavy Industries</b>. To nurture these customers and augment growth in other areas around the globe, Palantir will parallel its U.S. commercial-sector hiring strategy and target additional sales representatives throughout western Europe in countries like France, Germany, and Italy, as well as in South Korea and the Middle East.</p><p>Another key focus that made Wall Street perk up is Palantir&#39;s ongoing investment in digital transformation. Although areas such as customer relationship management (CRM) or financial reporting analytics have their own specific tools, Palantir differentiates itself because its platforms mesh together software, artificial intelligence, and data analytics into one cohesive solution. As data becomes more integral for decision-makers inside corporations, Palantir could benefit from its all-in-one platform.</p><h2>Keep an eye on valuation</h2><p>Palantir stock is down over 30% since early January and over 40% during the last 12 months. Currently, the company is trading at 15 times its trailing-12-month sales. By comparison, Palantir was trading at 21 times trailing-12-month sales around the same time in 2021.</p><p>Despite Palantir&#39;s sell-off, Wall Street has highlighted several interesting growth drivers for the company. Moreover, the catalysts identified are meant to serve long-term growth rather than short-term momentum. The company is trading at a significant discount compared to its prior highs and has created a roadmap to generate and sustain long-term growth. As a result, now might be the optimal time to take a look at Palantir for your own portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Thinks Palantir Is Poised for a Comeback. Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Thinks Palantir Is Poised for a Comeback. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229815110","content_text":"Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising adoption of crypto, investors have witnessed peaks and valleys in growth stocks since the outset of the pandemic.Data analytics provider Palantir Technologies often finds its name in the headlines because both the public and private sectors are increasingly using the company's robust software platform. However, over the last 12 months, the company's stock has cratered by 45%. But as investor enthusiasm has waned, Wall Street has identified some catalysts that could serve as long-term growth drivers for the stock.What is Wall Street saying?Over the last month, Wall Street banks Piper Sandler and Monness, Crespi, Hardt & Company have initiated coverage of Palantir stock and assigned a buy or buy-equivalent rating. Piper Sandler's current price target is $15 per share, while Monness, Crespi, Hardt & Company arrived at $20 per share, which implies a 67% upside from where the stock trades today.Alongside Palantir's 2021 earnings results, management issued guidance with expectations of at least 30% revenue growth year over year through 2025. Both banks believe that this target is achievable, given Palantir's most recent operating results, and highlighted increased sales and marketing hiring, as well as continued geographic penetration, as top tailwinds that could propel the company forward.Image source: Getty Images.Are these points valid?In 2021, Palantir generated $1.5 billion in revenue, up 41% year over year. What's most impressive about this growth is the company's penetration of both the public and private sectors. In its early days, Palantir primarily focused on selling software products to the U.S. Government. However, its 2021 results showcased how the company is beginning to gain traction in the commercial atmosphere. Given Palantir's ability to expand beyond its core end market of government agencies and win large deals in the private sector, Wall Street believes that Palantir should be able to reach its future revenue commitment of at least 30%.In 2021, Palantir grew revenue in its commercial segment by 34% year over year. Moreover, commercial-sector customers tripled in 2021 to 147 total clients.Perhaps the most encouraging indicator of Palantir's capabilities is its net dollar retention, which measures how much a company's recurring revenue has increased or decreased over some time by accounting for expansions, as well as churn. Net dollar retention was 113% in the commercial sector, while Palantir's government business reported 146%.  The impressive net dollar retention has contributed nicely to Palantir's profitability profile. For the year ended Dec. 31, 2021, Palantir's operating cash flow was $334 million. To reach its long-term revenue goal, Palantir has stated its intent to aggressively invest in sales efforts.For reference, the company began 2021 with only 12 members of its U.S. commercial sales force. But by year's end, Palantir had grown this to a team of 80. Throughout the year, it signed several impressive customers in the commercial realm such as The Merck Group and Korean shipbuilder Hyundai Heavy Industries. To nurture these customers and augment growth in other areas around the globe, Palantir will parallel its U.S. commercial-sector hiring strategy and target additional sales representatives throughout western Europe in countries like France, Germany, and Italy, as well as in South Korea and the Middle East.Another key focus that made Wall Street perk up is Palantir's ongoing investment in digital transformation. Although areas such as customer relationship management (CRM) or financial reporting analytics have their own specific tools, Palantir differentiates itself because its platforms mesh together software, artificial intelligence, and data analytics into one cohesive solution. As data becomes more integral for decision-makers inside corporations, Palantir could benefit from its all-in-one platform.Keep an eye on valuationPalantir stock is down over 30% since early January and over 40% during the last 12 months. Currently, the company is trading at 15 times its trailing-12-month sales. By comparison, Palantir was trading at 21 times trailing-12-month sales around the same time in 2021.Despite Palantir's sell-off, Wall Street has highlighted several interesting growth drivers for the company. Moreover, the catalysts identified are meant to serve long-term growth rather than short-term momentum. The company is trading at a significant discount compared to its prior highs and has created a roadmap to generate and sustain long-term growth. As a result, now might be the optimal time to take a look at Palantir for your own portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015599753,"gmtCreate":1649504447247,"gmtModify":1676534522538,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Great, buying BAC","listText":"Great, buying BAC","text":"Great, buying BAC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015599753","repostId":"2225275265","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915065666,"gmtCreate":1664928503155,"gmtModify":1676537529584,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"Aagain ¿?","listText":"Aagain ¿?","text":"Aagain ¿?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915065666","repostId":"1130989875","repostType":4,"repost":{"id":"1130989875","pubTimestamp":1664926623,"share":"https://ttm.financial/m/news/1130989875?lang=&edition=fundamental","pubTime":"2022-10-05 07:37","market":"us","language":"en","title":"Musk Revives $44 Billion Twitter Bid, Aiming to Avoid Trial","url":"https://stock-news.laohu8.com/highlight/detail?id=1130989875","media":"Bloomberg","summary":"Legal team for Musk sensed judge would not rule in favorProposal likely eliminates need for court tr","content":"<html><head></head><body><ul><li>Legal team for Musk sensed judge would not rule in favor</li><li>Proposal likely eliminates need for court trial this month</li></ul><p>Elon Musk revived a bid to buy for Twitter Inc. at the original price of $54.20 a share, backtracking on his effort to quit the deal and potentially avoiding a contentious courtroom fight.</p><p>Musk made the proposal in a letter to Twitter on Monday, according to a filing with the Securities and Exchange Commission that confirmed a Bloomberg report. Shares of Twitter climbed 22% to $52 at the close in New York. San Francisco-based Twitter said it received the letter and intends to close the deal at the agreed-upon price, without commenting specifically on how it will respond to Musk.</p><p>For Twitter, proceeding with Musk’s plan augurs a future under a mercurial billionaire who has spent months publicly criticizing its management, questioning its value and changing his mind. It also means that his contested claims -- that Twitter was lying about which percentage of users were bots, for instance -- are not likely to be scrutinized in a court of law.</p><p>Musk had been trying for months to end his contract to acquire Twitter, signed in April. The billionaire began showing signs of buyer’s remorse shortly after the deal was announced, alleging that Twitter had misled him about the size of its user base and the prevalence of automated accounts known as bots.</p><p>Musk formally quit the accord in July and Twitter sued him in Delaware Chancery Court to force him to go forward with the purchase. A trial had been scheduled to begin Oct. 17. The judge in Delaware on Tuesday asked both sides to come back to her with a proposal on how the case can now proceed. The options include having Twitter seek to dismiss the case or have her continue to retain jurisdiction until the deal closes, said a person familiar with the matter.</p><p>In the letter, Musk’s attorneys wrote that he and his supporters “intend to proceed to closing of the transaction contemplated by the April 25, 2022, merger agreement, on the terms and subject to the conditions set forth therein.” The plan is also contingent on him lining up the necessary debt financing and the court issuing “an immediate stay of the action.” It’s a tough time for banks to sell debt. With yields at multiyear highs, banks led by Morgan Stanley could be on the hook for hundreds of millions of dollars of losses on the unsecured portion alone, should they attempt to unload it to investors.</p><p><img src=\"https://static.tigerbbs.com/aadc4f9bd2e0e6af2ac71bd1ffd6a978\" tg-width=\"800\" tg-height=\"804\" width=\"100%\" height=\"auto\"/>Musk’s Oct. 3 letter to Twitter’s attorneysSource: SEC</p><p>Musk later tweeted that “buying Twitter is an accelerant to creating X, the everything app.” Musk has said he wants Twitter to be more like TikTok and WeChat, with many more highly engaged users.</p><p>In the run-up to the planned Delaware proceedings, lawyers for both sides have fired cannonades of subpoenas at each other aimed at teasing out testimony and evidence. Musk’s side needed to demonstrate that Twitter violated the terms of the deal. Twitter alleged that Musk used the bots issue as a pretext for backing out a deal he no longer found economically sound.</p><p>Musk’s legal team was getting the sense that the case was not going well, as Judge Kathaleen St. J. McCormick sided repeatedly with Twitter in pretrial rulings, according to one person familiar. Even with the late emergence of a Twitter whistleblower who alleged executives weren’t forthcoming on security and bot issues, there were concerns Musk’s side would not be able to prove a material adverse effect, the legal standard required to exit the contract.</p><p>Inside Twitter on Tuesday, many employees were sitting through 2023 planning presentations when the news first started to circulate, according to multiple sources. Presenters did not acknowledge the news, which staffers saw spreading on their own social network. Many employees have opposed the idea of working for Musk, who has been openly mocked and criticized on internal Slack channels since the deal was signed.</p><p>In an internal memo Tuesday to Twitter staff, viewed by Bloomberg News, General Counsel Sean Edgett thanked workers for their patience as the company works through the legal issues. “I will continue to keep you posted on significant updates,” he wrote. Trading of Twitter shares was halted after the news broke and didn’t resume until after the company confirmed receipt of Musk’s letter.</p><p>Twitter shareholders voted Sept. 13 to accept the buyout offer as Musk submitted it. The company said at the time that 98.6% of the votes cast were in favor of the deal. Musk, Twitter’s largest shareholder, didn’t vote at all, according to two people familiar with his decision. Musk owned almost 10% of Twitter -- more than 73 million shares -- when he agreed to acquire the company.</p><p>Musk was scheduled to answer questions about the deal in Austin, Texas, on Oct. 6-7, according to a court filing Tuesday. Twitter Chief Executive Officer Parag Agrawal was scheduled to sit down for his deposition Monday.</p><p>The case is Twitter v. Musk, 22-0613, Delaware Chancery Court (Wilmington).</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Revives $44 Billion Twitter Bid, Aiming to Avoid Trial</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\">\nMusk Revives $44 Billion Twitter Bid, Aiming to Avoid Trial\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legal team for Musk sensed judge would not rule in favorProposal likely eliminates need for court trial this monthElon Musk revived a bid to buy for Twitter Inc. at the original price of $54.20 a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130989875","content_text":"Legal team for Musk sensed judge would not rule in favorProposal likely eliminates need for court trial this monthElon Musk revived a bid to buy for Twitter Inc. at the original price of $54.20 a share, backtracking on his effort to quit the deal and potentially avoiding a contentious courtroom fight.Musk made the proposal in a letter to Twitter on Monday, according to a filing with the Securities and Exchange Commission that confirmed a Bloomberg report. Shares of Twitter climbed 22% to $52 at the close in New York. San Francisco-based Twitter said it received the letter and intends to close the deal at the agreed-upon price, without commenting specifically on how it will respond to Musk.For Twitter, proceeding with Musk’s plan augurs a future under a mercurial billionaire who has spent months publicly criticizing its management, questioning its value and changing his mind. It also means that his contested claims -- that Twitter was lying about which percentage of users were bots, for instance -- are not likely to be scrutinized in a court of law.Musk had been trying for months to end his contract to acquire Twitter, signed in April. The billionaire began showing signs of buyer’s remorse shortly after the deal was announced, alleging that Twitter had misled him about the size of its user base and the prevalence of automated accounts known as bots.Musk formally quit the accord in July and Twitter sued him in Delaware Chancery Court to force him to go forward with the purchase. A trial had been scheduled to begin Oct. 17. The judge in Delaware on Tuesday asked both sides to come back to her with a proposal on how the case can now proceed. The options include having Twitter seek to dismiss the case or have her continue to retain jurisdiction until the deal closes, said a person familiar with the matter.In the letter, Musk’s attorneys wrote that he and his supporters “intend to proceed to closing of the transaction contemplated by the April 25, 2022, merger agreement, on the terms and subject to the conditions set forth therein.” The plan is also contingent on him lining up the necessary debt financing and the court issuing “an immediate stay of the action.” It’s a tough time for banks to sell debt. With yields at multiyear highs, banks led by Morgan Stanley could be on the hook for hundreds of millions of dollars of losses on the unsecured portion alone, should they attempt to unload it to investors.Musk’s Oct. 3 letter to Twitter’s attorneysSource: SECMusk later tweeted that “buying Twitter is an accelerant to creating X, the everything app.” Musk has said he wants Twitter to be more like TikTok and WeChat, with many more highly engaged users.In the run-up to the planned Delaware proceedings, lawyers for both sides have fired cannonades of subpoenas at each other aimed at teasing out testimony and evidence. Musk’s side needed to demonstrate that Twitter violated the terms of the deal. Twitter alleged that Musk used the bots issue as a pretext for backing out a deal he no longer found economically sound.Musk’s legal team was getting the sense that the case was not going well, as Judge Kathaleen St. J. McCormick sided repeatedly with Twitter in pretrial rulings, according to one person familiar. Even with the late emergence of a Twitter whistleblower who alleged executives weren’t forthcoming on security and bot issues, there were concerns Musk’s side would not be able to prove a material adverse effect, the legal standard required to exit the contract.Inside Twitter on Tuesday, many employees were sitting through 2023 planning presentations when the news first started to circulate, according to multiple sources. Presenters did not acknowledge the news, which staffers saw spreading on their own social network. Many employees have opposed the idea of working for Musk, who has been openly mocked and criticized on internal Slack channels since the deal was signed.In an internal memo Tuesday to Twitter staff, viewed by Bloomberg News, General Counsel Sean Edgett thanked workers for their patience as the company works through the legal issues. “I will continue to keep you posted on significant updates,” he wrote. Trading of Twitter shares was halted after the news broke and didn’t resume until after the company confirmed receipt of Musk’s letter.Twitter shareholders voted Sept. 13 to accept the buyout offer as Musk submitted it. The company said at the time that 98.6% of the votes cast were in favor of the deal. Musk, Twitter’s largest shareholder, didn’t vote at all, according to two people familiar with his decision. Musk owned almost 10% of Twitter -- more than 73 million shares -- when he agreed to acquire the company.Musk was scheduled to answer questions about the deal in Austin, Texas, on Oct. 6-7, according to a court filing Tuesday. Twitter Chief Executive Officer Parag Agrawal was scheduled to sit down for his deposition Monday.The case is Twitter v. Musk, 22-0613, Delaware Chancery Court (Wilmington).","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070316663,"gmtCreate":1657013022652,"gmtModify":1676535931864,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"I am all in.","listText":"I am all in.","text":"I am all in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070316663","repostId":"2249437195","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088597569,"gmtCreate":1650360394256,"gmtModify":1676534704870,"author":{"id":"4093733899961700","authorId":"4093733899961700","name":"VKHO44","avatar":"https://community-static.tradeup.com/news/9b9810fcdc352cbd5e450b0eb1053be7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093733899961700","idStr":"4093733899961700"},"themes":[],"htmlText":"I am stuck. What will be the lowest price? Time to cut loss?","listText":"I am stuck. What will be the lowest price? Time to cut loss?","text":"I am stuck. What will be the lowest price? Time to cut loss?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088597569","repostId":"1134362695","repostType":4,"repost":{"id":"1134362695","pubTimestamp":1650382064,"share":"https://ttm.financial/m/news/1134362695?lang=&edition=fundamental","pubTime":"2022-04-19 23:27","market":"us","language":"en","title":"Alibaba: 3 Reasons To Sell In May And Go Away","url":"https://stock-news.laohu8.com/highlight/detail?id=1134362695","media":"Seeking Alpha","summary":"SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold ","content":"<html><head></head><body><p>Summary</p><ul><li>Alibaba is heading towards disastrous quarterly and end-of-year results in May. I can&#39;t imagine a scenario where BABA delivers on its shareholder&#39;s high growth expectations.</li><li>Charlie Munger sold half of his BABA shares, sensing the rough patch ahead.</li><li>BABA&#39;s volatility will sure test the loyalty of Softbank, BABA&#39;s largest shareholder.</li></ul><p>Executive Summary</p><p>This year, Alibaba Group Holding Limited (NYSE:BABA) faces multiple revenue headwinds hampering its growth prospects. Management&#39;s growth initiatives have long-run potential but are too small to make a meaningful difference in the short and medium run. Alibaba&#39;s growth-oriented shareholder base will exacerbate a volatile market reaction over what we see as a disappointing earnings release in May.</p><p>Investment Thesis</p><p>News of Charlie Mungersellingsignificant portions of his Alibaba position doesn&#39;t come as a surprise. My last two articles offered a rebuttal of The Daily Journal (DJCO) mogul&#39;s investment thesis touting Alibaba&#39;s shares on news media, citing competitive advantage, growth, and &#34;value for the dollar invested.&#34; Hearing him, I realized that his investment thesis needed updating and, more importantly, how oblivious Alibaba&#39;s investors are to its new realities.</p><p>Until recently, Alibaba abused its market position to force merchants to sign exclusivity agreements, prohibiting them from marketing products on other platforms. What Charlie Munger thought was &#34;competitive advantage&#34; is, to a large extent, a monopoly that has come to an end after a brutal corruption and regulatory crackdown.</p><p>Munger also mentions a &#34;higher value of a dollar invested&#34; in Alibaba than its US and European counterparts. This hypothesis was true six months ago, but today, there are many western tech companies trading at discounts after the growth-to-value rotation.</p><p>Finally, the growth argument is also no longer helpful because of a maturing core segment and the low revenue base of growth drivers such as Cloud and the international market. The Q3 (December quarter) mediocre revenue growth mirrors these dynamics.</p><p>Revenue Trends</p><p>Alibaba investors should prepare for volatile quarterly results this May. Realizing the rough patch ahead, Munger shrank his position, and you should consider doing the same. As always, be careful using leverage. Contrary to popular opinion, Alibaba is not necessarily at the bottom.</p><p>Last month, growth-hungry shareholders weren&#39;t kind to the ticker after disappointing topline results, pushing shares to multi-year lows. Regardless of how much data and price multiples support your hypothesis, nothing can prevent shares from dipping again. Market prices are determined by supply and demand, and I believe there is a discrepancy between what Alibaba can deliver and what its shareholders expect in terms of growth.</p><p>The company faces three main headwinds:</p><ol><li>Macro-economic challenges</li><li>Maturing Chinese Market</li><li>Rising Competition</li></ol><p>The zero-COVID policy is squeezing China consumers, dragging down consumer confidence. Google &#34;China Lockdown,&#34; and you&#39;ll find chilling videos of desperate Chinese citizens struggling with lockdowns. In this video, Shanghai residents are heard screaming from their balconies in protest of the lockdowns, and they don&#39;t seem in the mood for shopping on Alibaba. Instead, they appear more concerned about increasing prices, lack of income, depleting savings, food shortages, and inadequate food rations. The economic environment is not accommodative for Alibaba to meet Wall Street&#39;s 33% 2022 revenue growth expectations.</p><p><img src=\"https://static.tigerbbs.com/59845a06664129959a3d7afc696f959b\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Revenue Estimates(Seeking Alpha)</p><p>Alibaba&#39;s macroeconomic challenges are the least of its troubles. One might argue that business cycles are temporary, similar to COVID policies, despite their short-term impact on this year&#39;s revenue. This would make a solid contrarian strategy, especially for those with a stomach to sit on losses for long periods of time, if it wasn&#39;t for the fundamental, long-term revenue disruption impacting Alibaba.</p><p>The China e-commerce &#34;CEC&#34; segment constitutes 70% of Alibaba&#39;s revenue. Annual active users now stand at 937 million against a total population of 1.4 billion, with 260 million below the age of 15, pointing to a saturated market. Last quarter, CEC grew 7%, a disappointing figure given it includes inorganic growth from the Sun Art acquisition, mirroring demographic challenges facing its core segment.</p><p>Management is trying to find growth in rural China. However, sales data from its competitor, Pinduoduo Inc. (PDD), which focuses on this market and posts 900 million annual active users, points to a weak purchasing power that is not enough to create meaningful growth.</p><p>The same goes for cloud computing and international markets, which, together with rural China expansion, represent the company&#39;s official growth strategy. The Cloud and International Segment represent 8% and 7% of total revenue. For these segments to compensate for a 10% decrease in core operations, both need to grow by 50% just for revenue to remain constant, still a hard-to-swallow proposition for a growth-hungry shareholder base.</p><p>I don&#39;t believe that those buying the dip had enough time to analyze and study the company&#39;s revenue trends and drivers. Alibaba&#39;s fall was abrupt, accelerated by a brutal anti-monopoly crackdown that permanently changed the IT competitive landscape in favor of smaller peers. While new investors are showing courage in buying the dip, management is terrified, as reflected in merchant subsidies, which dragged net income 74% last quarter in an unsustainable attempt to maintain revenue and users.</p><p>Cash Flow And Share Buybacks</p><p>Fundamentally, Alibaba&#39;s business model is sound, generating lucrative, scalable operating cash flows that encouraged the e-commerce giant to extend a share buyback program last month. Alibaba&#39;s challenges stem from its inability to manage investors&#39; expectations. Historically, Alibaba attracted a growth-oriented shareholder base, and now that its core operations are maturing, management is finding it hard to communicate its transitionary state to shareholders. Investor presentations still market Alibaba as a growth company.</p><p>The problem is that many are falling for it. A few weeks ago, Kevin O&#39;Leary was touting his new Alibaba position, citing the growth potential of Chinese tech. Munger and O&#39;Leary are representative of this growth-hungry shareholder base.</p><p>How Loyal Is Softbank</p><p>SoftBank Group (OTCPK:SFTBY) owns about a third of Alibaba&#39;s share, rendering the Japanese financial giant its largest shareholder. Softbank is known for its risk-taking and support for emerging tech companies. However, its participation in early capital-raising cycles means the dollar-average price of its position is far less than ordinary investors. For example, in FQ4 2021, Softbank reported a $558 million gain on selling some Alibaba shares, despite the ticker&#39;s selloff.</p><p>Softbank is facing renewed capitalization issues. The Japanese lender might be forced to sell Alibaba stock, especially if shares tumble further after a potentially disappointing earnings release. One thing is for sure, and the current situation is testing Softbank&#39;s loyalty to Alibaba.</p><p>Summary</p><p>Alibaba is heading towards disastrous quarterly and end-of-year results in May. I can&#39;t imagine a scenario where Alibaba delivers on its shareholder&#39;s high growth expectations. The Chinese economy, where Alibaba generates most of its income, struggles with rising COVID cases and rigid lockdown rules. The timing couldn&#39;t be worse for Alibaba, currently toiling with new regulations that stripped it from its &#34;competitive advantage.&#34; The core segment, i.e., China e-commerce, has reached maturity with 973 million users.</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>Alibaba: 3 Reasons To Sell In May And Go Away</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: 3 Reasons To Sell In May And Go Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away\">Web 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"},"source_url":"https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134362695","content_text":"SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold half of his BABA shares, sensing the rough patch ahead.BABA's volatility will sure test the loyalty of Softbank, BABA's largest shareholder.Executive SummaryThis year, Alibaba Group Holding Limited (NYSE:BABA) faces multiple revenue headwinds hampering its growth prospects. Management's growth initiatives have long-run potential but are too small to make a meaningful difference in the short and medium run. Alibaba's growth-oriented shareholder base will exacerbate a volatile market reaction over what we see as a disappointing earnings release in May.Investment ThesisNews of Charlie Mungersellingsignificant portions of his Alibaba position doesn't come as a surprise. My last two articles offered a rebuttal of The Daily Journal (DJCO) mogul's investment thesis touting Alibaba's shares on news media, citing competitive advantage, growth, and \"value for the dollar invested.\" Hearing him, I realized that his investment thesis needed updating and, more importantly, how oblivious Alibaba's investors are to its new realities.Until recently, Alibaba abused its market position to force merchants to sign exclusivity agreements, prohibiting them from marketing products on other platforms. What Charlie Munger thought was \"competitive advantage\" is, to a large extent, a monopoly that has come to an end after a brutal corruption and regulatory crackdown.Munger also mentions a \"higher value of a dollar invested\" in Alibaba than its US and European counterparts. This hypothesis was true six months ago, but today, there are many western tech companies trading at discounts after the growth-to-value rotation.Finally, the growth argument is also no longer helpful because of a maturing core segment and the low revenue base of growth drivers such as Cloud and the international market. The Q3 (December quarter) mediocre revenue growth mirrors these dynamics.Revenue TrendsAlibaba investors should prepare for volatile quarterly results this May. Realizing the rough patch ahead, Munger shrank his position, and you should consider doing the same. As always, be careful using leverage. Contrary to popular opinion, Alibaba is not necessarily at the bottom.Last month, growth-hungry shareholders weren't kind to the ticker after disappointing topline results, pushing shares to multi-year lows. Regardless of how much data and price multiples support your hypothesis, nothing can prevent shares from dipping again. Market prices are determined by supply and demand, and I believe there is a discrepancy between what Alibaba can deliver and what its shareholders expect in terms of growth.The company faces three main headwinds:Macro-economic challengesMaturing Chinese MarketRising CompetitionThe zero-COVID policy is squeezing China consumers, dragging down consumer confidence. Google \"China Lockdown,\" and you'll find chilling videos of desperate Chinese citizens struggling with lockdowns. In this video, Shanghai residents are heard screaming from their balconies in protest of the lockdowns, and they don't seem in the mood for shopping on Alibaba. Instead, they appear more concerned about increasing prices, lack of income, depleting savings, food shortages, and inadequate food rations. The economic environment is not accommodative for Alibaba to meet Wall Street's 33% 2022 revenue growth expectations.Alibaba Revenue Estimates(Seeking Alpha)Alibaba's macroeconomic challenges are the least of its troubles. One might argue that business cycles are temporary, similar to COVID policies, despite their short-term impact on this year's revenue. This would make a solid contrarian strategy, especially for those with a stomach to sit on losses for long periods of time, if it wasn't for the fundamental, long-term revenue disruption impacting Alibaba.The China e-commerce \"CEC\" segment constitutes 70% of Alibaba's revenue. Annual active users now stand at 937 million against a total population of 1.4 billion, with 260 million below the age of 15, pointing to a saturated market. Last quarter, CEC grew 7%, a disappointing figure given it includes inorganic growth from the Sun Art acquisition, mirroring demographic challenges facing its core segment.Management is trying to find growth in rural China. However, sales data from its competitor, Pinduoduo Inc. (PDD), which focuses on this market and posts 900 million annual active users, points to a weak purchasing power that is not enough to create meaningful growth.The same goes for cloud computing and international markets, which, together with rural China expansion, represent the company's official growth strategy. The Cloud and International Segment represent 8% and 7% of total revenue. For these segments to compensate for a 10% decrease in core operations, both need to grow by 50% just for revenue to remain constant, still a hard-to-swallow proposition for a growth-hungry shareholder base.I don't believe that those buying the dip had enough time to analyze and study the company's revenue trends and drivers. Alibaba's fall was abrupt, accelerated by a brutal anti-monopoly crackdown that permanently changed the IT competitive landscape in favor of smaller peers. While new investors are showing courage in buying the dip, management is terrified, as reflected in merchant subsidies, which dragged net income 74% last quarter in an unsustainable attempt to maintain revenue and users.Cash Flow And Share BuybacksFundamentally, Alibaba's business model is sound, generating lucrative, scalable operating cash flows that encouraged the e-commerce giant to extend a share buyback program last month. Alibaba's challenges stem from its inability to manage investors' expectations. Historically, Alibaba attracted a growth-oriented shareholder base, and now that its core operations are maturing, management is finding it hard to communicate its transitionary state to shareholders. Investor presentations still market Alibaba as a growth company.The problem is that many are falling for it. A few weeks ago, Kevin O'Leary was touting his new Alibaba position, citing the growth potential of Chinese tech. Munger and O'Leary are representative of this growth-hungry shareholder base.How Loyal Is SoftbankSoftBank Group (OTCPK:SFTBY) owns about a third of Alibaba's share, rendering the Japanese financial giant its largest shareholder. Softbank is known for its risk-taking and support for emerging tech companies. However, its participation in early capital-raising cycles means the dollar-average price of its position is far less than ordinary investors. For example, in FQ4 2021, Softbank reported a $558 million gain on selling some Alibaba shares, despite the ticker's selloff.Softbank is facing renewed capitalization issues. The Japanese lender might be forced to sell Alibaba stock, especially if shares tumble further after a potentially disappointing earnings release. One thing is for sure, and the current situation is testing Softbank's loyalty to Alibaba.SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where Alibaba delivers on its shareholder's high growth expectations. The Chinese economy, where Alibaba generates most of its income, struggles with rising COVID cases and rigid lockdown rules. The timing couldn't be worse for Alibaba, currently toiling with new regulations that stripped it from its \"competitive advantage.\" The core segment, i.e., China e-commerce, has reached maturity with 973 million users.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}