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2022-11-25

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Singapore Airlines Earnings Growth Could Peak in 3Q -- Market Talk

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Jones","summary":"0506 GMT - Singapore Airlines' earnings growth could peak this year in 3Q FY2023, UOB Kay Hian analy","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0506 GMT - Singapore Airlines' earnings growth could peak this year in 3Q FY2023, UOB Kay Hian analyst Roy Chen writes in a research report. The airline's advance sales as of the end of 1H FY 2023 reached 40% above prepandemic levels, which indicates a very strong revenue performance in the quarter, the analyst says. As cargo yields could begin to trend lower in 4Q FY 2023 as competing airlines gradually resume operations, Singapore Airlines' earnings growth could also gradually return to normal at the end of the fiscal year, he says. The brokerage maintains a hold rating and an unchanged target price of S$5.18 on Singapore Airlines' stock, which is unchanged at S$5.32. (yiwei.wong@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 10, 2022 00:08 ET (05:08 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Earnings Growth Could Peak in 3Q -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines Earnings Growth Could Peak in 3Q -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-11-10 13:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0506 GMT - Singapore Airlines' earnings growth could peak this year in 3Q FY2023, UOB Kay Hian analyst Roy Chen writes in a research report. The airline's advance sales as of the end of 1H FY 2023 reached 40% above prepandemic levels, which indicates a very strong revenue performance in the quarter, the analyst says. As cargo yields could begin to trend lower in 4Q FY 2023 as competing airlines gradually resume operations, Singapore Airlines' earnings growth could also gradually return to normal at the end of the fiscal year, he says. The brokerage maintains a hold rating and an unchanged target price of S$5.18 on Singapore Airlines' stock, which is unchanged at S$5.32. (yiwei.wong@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 10, 2022 00:08 ET (05:08 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司","SKIS":"Peak Resorts, Inc.","SINGY":"Singapore Airlines Ltd."},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282739124","content_text":"0506 GMT - Singapore Airlines' earnings growth could peak this year in 3Q FY2023, UOB Kay Hian analyst Roy Chen writes in a research report. The airline's advance sales as of the end of 1H FY 2023 reached 40% above prepandemic levels, which indicates a very strong revenue performance in the quarter, the analyst says. As cargo yields could begin to trend lower in 4Q FY 2023 as competing airlines gradually resume operations, Singapore Airlines' earnings growth could also gradually return to normal at the end of the fiscal year, he says. The brokerage maintains a hold rating and an unchanged target price of S$5.18 on Singapore Airlines' stock, which is unchanged at S$5.32. (yiwei.wong@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 10, 2022 00:08 ET (05:08 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997893626,"gmtCreate":1661775405568,"gmtModify":1676536576269,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997893626","repostId":"2262162956","repostType":4,"repost":{"id":"2262162956","pubTimestamp":1661786631,"share":"https://www.laohu8.com/m/news/2262162956?lang=&edition=full","pubTime":"2022-08-29 23:23","market":"us","language":"en","title":"Nasdaq Bear Market: 5 Unsurpassable Growth Stocks You'll Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2262162956","media":"Motley Fool","summary":"These fast-paced companies with unmatched innovative capacity are screaming buys following a peak decline of 34% in the Nasdaq Composite.","content":"<html><head></head><body><p>This year has served as a kick-in-the-pants reminder that the stock market doesn&#39;t rise in a straight line -- even if 2021 gave off the impression that it did. Since hitting their respective all-time highs between mid-November and the first week of January, the iconic <b>Dow Jones Industrial Average</b>, benchmark <b>S&amp;P 500</b>, and growth-focused <b>Nasdaq Composite</b>, plunged by as much as 19%, 24%, and 34%. The greater than 20% declines in the S&amp;P 500 and Nasdaq firmly placed both indexes in a bear market.</p><p>To not beat around the bush, bear markets can be scary. The velocity and unpredictability of downside moves can truly test the resolve of investors. But if history has a say, bear markets are also the perfect time to put your money to work. That&#39;s because every major stock market decline throughout history has, eventually, been erased by a bull market.</p><p>With the Nasdaq Composite getting hit harder than the other indexes, it looks like the ideal time to invest in growth stocks with unmatched innovative capacity and sustainable competitive advantages. What follows are five unsurpassable growth stocks you&#39;ll regret not buying on the Nasdaq bear market dip.</p><h2><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></h2><p>The first phenomenal growth stock you&#39;ll be kicking yourself over if you don&#39;t buy it during the Nasdaq bear market dip is social media giant <b>Meta Platforms</b>. Meta is the company formerly known as Facebook.</p><p>Although advertising spending has been hit hard in 2022 as historically high inflation and back-to-back quarters of U.S. gross domestic product declines suppress discretionary spending, Meta remains well-positioned to capitalize on disproportionately long periods of economic expansion. Facebook, WhatsApp, Instagram, and Facebook Messenger, are consistently among the most-downloaded apps worldwide. With 3.65 billion people visiting its sites on a monthly basis (that&#39;s over half the global adult population), Meta is in prime position to command strong ad-pricing power.</p><p>The other reason to like Meta is the company&#39;s aggressive investments in the &#34;metaverse&#34; -- i.e., the next iteration of the internet which&#39;ll allow connected users the ability to interact with each other and their environments in a 3D virtual world. Though it&#39;ll take a few more years before the metaverse is ready to be meaningfully monetized, Meta fixes to be a key on-ramp to this multitrillion-dollar opportunity.</p><p>Shares of Meta Platforms are cheaper than they&#39;ve ever been on a forward-earning basis as a publicly traded company. That makes this social-media maven a screaming buy at the moment.</p><h2><a href=\"https://laohu8.com/S/PUBM\">PubMatic</a></h2><p>A second stellar growth stock begging to be bought as the Nasdaq Composite plunges is cloud-based programmatic adtech company <b>PubMatic</b>. Although PubMatic is contending with same advertising spending weakness as Meta, it&#39;s on track to grow by a considerably faster rate.</p><p>PubMatic is what&#39;s known as a sell-side provider (SSPs) in the adtech space. This is a fancy way of saying that it specializes in selling digital display space for publishers. Because there aren&#39;t many SSPs for publishers to choose from, and ad dollars have been steadily shifting to digital formats, such as video, mobile, and over-the-top streaming, PubMatic has consistently delivered organic growth of at least twice the industry average.</p><p>Perhaps the best aspect of PubMatic is its internally designed cloud infrastructure platform. Rather than relying on a third party for its platform. PubMatic built its infrastructure. While costly in the beginning, handling its own infrastructure should result in substantially higher operating margins than its peers as revenue scales.</p><p>If you need one more solid reason to trust in PubMatic, consider this: The company ended June with $183 million in cash, cash equivalents, and marketable securities, and <i>no debt</i>!</p><h2><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></h2><p>The third unsurpassable growth stock worth buying on the Nasdaq bear market dip is artificial intelligence (AI)-driven data-mining company <b>Palantir Technologies</b>. Palantir&#39;s valuation used to be its biggest obstacle. But following a greater than 80% retracement in its share price, it&#39;s now ripe for the picking.</p><p>What makes Palantir such an intriguing investment for long-term growth investors is that there&#39;s no other company offering what it does at scale. The company&#39;s AI-based Gotham platform helps government agencies with missions and data gathering. Meanwhile, the Foundry platform is focused on helping businesses streamline their operations by making sense of large amounts of data.</p><p>For the past couple of years, Gotham has been Palantir&#39;s primary growth driver. Being awarded large government contracts that can span four or more years has helped the company grow its sales by 30% or more on a consistent basis. But looking ahead, Foundry is Palantir&#39;s golden ticket. Whereas not all governments can utilize Palantir&#39;s proprietary software, Foundry&#39;s ceiling is <i>much</i> higher. As of June 30, 2022, Palantir had 119 commercial customers, which was up 250% from the prior-year period.</p><p>Though recurring profitability could be a few years away, Palantir&#39;s superb topline growth and niche industry positioning can send shares significantly higher.</p><h2><a href=\"https://laohu8.com/S/LOVE\">Lovesac</a></h2><p>A fourth exceptional growth stock you&#39;ll be mad at yourself for not buying on the Nasdaq bear market decline is furniture company <b>Lovesac</b>. <i>Yes</i>, I really said &#34;growth&#34; and &#34;furniture company&#34; in the same sentence.</p><p>Whereas most brick-and-mortar furniture companies are slow-growing, stodgy businesses, Lovesac is turning the industry on its head in two key ways.</p><p>First off, its furniture is unique. The company&#39;s &#34;sactionals&#34; -- a sactional is a modular couch that can be rearranged dozens of ways to fit most living spaces -- account for nearly 88% of net sales and incorporate function, choice, and ecofriendly materials. Sactionals can be upgraded to include surround-sound systems and wireless charging stations, and they have over 200 cover choices. Further, the yarn used in these covers is made entirely from recycled plastic water bottles.</p><p>Secondly, Lovesac&#39;s omnichannel sales platform has led it to success. Despite having 162 retail locations in 40 states, the company&#39;s substantially higher margins are a reflection of its direct-to-consumer emphasis, as well as pop-up showrooms and brand-name partnerships.  With less inventory needed in physical retail stores, Lovesac&#39;s overhead expenses are considerably lower than its peers.</p><h2>Alphabet</h2><p>The fifth and final unsurpassable growth stock you&#39;ll regret not buying during the Nasdaq bear market dip is FAANG stock <b>Alphabet</b>. Alphabet is the parent of internet search engine Google, streaming platform YouTube, and autonomous car company Waymo.</p><p>The no-brainer reason to pile into Alphabet is the company&#39;s absolutely dominant internet search engine, Google. According to data from GlobalStats, Google has accounted for no less than 91% of worldwide internet search share for the trailing 24 months. With an 88-percentage-point lead over its next-closest competitor, it should come as no surprise that Alphabet is able to command exceptional ad-pricing power.</p><p>But what Wall Street and investors are most-excited about is what Alphabet is doing with its available cash and operating cash flow. For instance, investments in YouTube have paid off handsomely. Easily one of the best acquisitions in history (Google acquired YouTube for $1.65 billion in 2006), YouTube has become the second most-visited social site in the world. As you can imagine, this has helped tremendously with ad and subscription revenue.</p><p>There&#39;s also Google Cloud, which has vaulted to the No. 3 spot in cloud-service market share. Cloud infrastructure spending is still in its early innings, which means Google Cloud could become a key driver of operating cash flow for parent company Alphabet by as soon as mid-decade.</p><p>Like Meta Platforms, Alphabet has simply never been cheaper as a publicly traded company.</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>Nasdaq Bear Market: 5 Unsurpassable Growth Stocks You'll Regret Not Buying on the Dip</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\">\nNasdaq Bear Market: 5 Unsurpassable Growth Stocks You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/28/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year has served as a kick-in-the-pants reminder that the stock market doesn't rise in a straight line -- even if 2021 gave off the impression that it did. Since hitting their respective all-time ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/28/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/08/28/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262162956","content_text":"This year has served as a kick-in-the-pants reminder that the stock market doesn't rise in a straight line -- even if 2021 gave off the impression that it did. Since hitting their respective all-time highs between mid-November and the first week of January, the iconic Dow Jones Industrial Average, benchmark S&P 500, and growth-focused Nasdaq Composite, plunged by as much as 19%, 24%, and 34%. The greater than 20% declines in the S&P 500 and Nasdaq firmly placed both indexes in a bear market.To not beat around the bush, bear markets can be scary. The velocity and unpredictability of downside moves can truly test the resolve of investors. But if history has a say, bear markets are also the perfect time to put your money to work. That's because every major stock market decline throughout history has, eventually, been erased by a bull market.With the Nasdaq Composite getting hit harder than the other indexes, it looks like the ideal time to invest in growth stocks with unmatched innovative capacity and sustainable competitive advantages. What follows are five unsurpassable growth stocks you'll regret not buying on the Nasdaq bear market dip.Meta PlatformsThe first phenomenal growth stock you'll be kicking yourself over if you don't buy it during the Nasdaq bear market dip is social media giant Meta Platforms. Meta is the company formerly known as Facebook.Although advertising spending has been hit hard in 2022 as historically high inflation and back-to-back quarters of U.S. gross domestic product declines suppress discretionary spending, Meta remains well-positioned to capitalize on disproportionately long periods of economic expansion. Facebook, WhatsApp, Instagram, and Facebook Messenger, are consistently among the most-downloaded apps worldwide. With 3.65 billion people visiting its sites on a monthly basis (that's over half the global adult population), Meta is in prime position to command strong ad-pricing power.The other reason to like Meta is the company's aggressive investments in the \"metaverse\" -- i.e., the next iteration of the internet which'll allow connected users the ability to interact with each other and their environments in a 3D virtual world. Though it'll take a few more years before the metaverse is ready to be meaningfully monetized, Meta fixes to be a key on-ramp to this multitrillion-dollar opportunity.Shares of Meta Platforms are cheaper than they've ever been on a forward-earning basis as a publicly traded company. That makes this social-media maven a screaming buy at the moment.PubMaticA second stellar growth stock begging to be bought as the Nasdaq Composite plunges is cloud-based programmatic adtech company PubMatic. Although PubMatic is contending with same advertising spending weakness as Meta, it's on track to grow by a considerably faster rate.PubMatic is what's known as a sell-side provider (SSPs) in the adtech space. This is a fancy way of saying that it specializes in selling digital display space for publishers. Because there aren't many SSPs for publishers to choose from, and ad dollars have been steadily shifting to digital formats, such as video, mobile, and over-the-top streaming, PubMatic has consistently delivered organic growth of at least twice the industry average.Perhaps the best aspect of PubMatic is its internally designed cloud infrastructure platform. Rather than relying on a third party for its platform. PubMatic built its infrastructure. While costly in the beginning, handling its own infrastructure should result in substantially higher operating margins than its peers as revenue scales.If you need one more solid reason to trust in PubMatic, consider this: The company ended June with $183 million in cash, cash equivalents, and marketable securities, and no debt!Palantir TechnologiesThe third unsurpassable growth stock worth buying on the Nasdaq bear market dip is artificial intelligence (AI)-driven data-mining company Palantir Technologies. Palantir's valuation used to be its biggest obstacle. But following a greater than 80% retracement in its share price, it's now ripe for the picking.What makes Palantir such an intriguing investment for long-term growth investors is that there's no other company offering what it does at scale. The company's AI-based Gotham platform helps government agencies with missions and data gathering. Meanwhile, the Foundry platform is focused on helping businesses streamline their operations by making sense of large amounts of data.For the past couple of years, Gotham has been Palantir's primary growth driver. Being awarded large government contracts that can span four or more years has helped the company grow its sales by 30% or more on a consistent basis. But looking ahead, Foundry is Palantir's golden ticket. Whereas not all governments can utilize Palantir's proprietary software, Foundry's ceiling is much higher. As of June 30, 2022, Palantir had 119 commercial customers, which was up 250% from the prior-year period.Though recurring profitability could be a few years away, Palantir's superb topline growth and niche industry positioning can send shares significantly higher.LovesacA fourth exceptional growth stock you'll be mad at yourself for not buying on the Nasdaq bear market decline is furniture company Lovesac. Yes, I really said \"growth\" and \"furniture company\" in the same sentence.Whereas most brick-and-mortar furniture companies are slow-growing, stodgy businesses, Lovesac is turning the industry on its head in two key ways.First off, its furniture is unique. The company's \"sactionals\" -- a sactional is a modular couch that can be rearranged dozens of ways to fit most living spaces -- account for nearly 88% of net sales and incorporate function, choice, and ecofriendly materials. Sactionals can be upgraded to include surround-sound systems and wireless charging stations, and they have over 200 cover choices. Further, the yarn used in these covers is made entirely from recycled plastic water bottles.Secondly, Lovesac's omnichannel sales platform has led it to success. Despite having 162 retail locations in 40 states, the company's substantially higher margins are a reflection of its direct-to-consumer emphasis, as well as pop-up showrooms and brand-name partnerships.  With less inventory needed in physical retail stores, Lovesac's overhead expenses are considerably lower than its peers.AlphabetThe fifth and final unsurpassable growth stock you'll regret not buying during the Nasdaq bear market dip is FAANG stock Alphabet. Alphabet is the parent of internet search engine Google, streaming platform YouTube, and autonomous car company Waymo.The no-brainer reason to pile into Alphabet is the company's absolutely dominant internet search engine, Google. According to data from GlobalStats, Google has accounted for no less than 91% of worldwide internet search share for the trailing 24 months. With an 88-percentage-point lead over its next-closest competitor, it should come as no surprise that Alphabet is able to command exceptional ad-pricing power.But what Wall Street and investors are most-excited about is what Alphabet is doing with its available cash and operating cash flow. For instance, investments in YouTube have paid off handsomely. Easily one of the best acquisitions in history (Google acquired YouTube for $1.65 billion in 2006), YouTube has become the second most-visited social site in the world. As you can imagine, this has helped tremendously with ad and subscription revenue.There's also Google Cloud, which has vaulted to the No. 3 spot in cloud-service market share. Cloud infrastructure spending is still in its early innings, which means Google Cloud could become a key driver of operating cash flow for parent company Alphabet by as soon as mid-decade.Like Meta Platforms, Alphabet has simply never been cheaper as a publicly traded company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997899434,"gmtCreate":1661775311132,"gmtModify":1676536576250,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997899434","repostId":"1158445939","repostType":2,"repost":{"id":"1158445939","pubTimestamp":1661478314,"share":"https://www.laohu8.com/m/news/1158445939?lang=&edition=full","pubTime":"2022-08-26 09:45","market":"us","language":"en","title":"Why Did Rep. Michael Garcia Just Sell His AMC Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158445939","media":"InvestorPlace","summary":"Garcia sold between $1,001 and $15,000 of AMC Entertainment(AMC).The sale may be due to the company'","content":"<html><head></head><body><ul><li>Garcia sold between $1,001 and $15,000 of <b>AMC Entertainment</b>(<b><u>AMC</u></b>).</li><li>The sale may be due to the company&#39;s preferred equity shares, <b>AMC Preferred Equity Units</b>(<b><u>APE</u></b>).</li><li>Shares of AMC stock are down about 35% in the past month.</li></ul><p>Shares of <b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) are in focus after California House Representative Michael Garciadisclosed selling between $1,001 and $15,000 worth of the movie theater chain. AMC stock has declined in recent days due to the special dividend issuanceof<b>AMC Entertainment Preferred Equity Units</b>(NYSE:<b><u>APE</u></b>).</p><p>Each APE unit carries the same voting rights as a share of AMC. In addition, both AMC and APE have 516.82 million shares outstanding. AMC noted the issuance of the APE dividend would “be similar to a 2/1 stock split.” On top of that, acclaimed investor Jim Chanos disclosed that he was short AMC and long APE in an arbitrage trade earlier this week. Chanos’ reason for shorting AMC may be the same reason Garcia is selling his shares.</p><p>Let’s get into the details.</p><p><b>Rep. Michael Garcia Sells Shares of AMC Stock</b></p><p>Since APE and AMC have the same voting rights and the same number of shares outstanding, Chanos reasons the two classes of equity should trade at roughly the same price. One difference between the two equities is that APE units carry preferred status. This means in the event of an AMC bankruptcy, APE shareholders will be entitled to receive payouts before AMC shareholders. Furthermore, APE units have the possibility to be converted into AMC shares. In order for this to happen, AMC’s board must propose a convertibility feature and receive shareholder approval. Chanos added:</p><blockquote>“Functionally, the two securities are the same. And I’d guess the apes will be putting pressure on Mr. Aron, if the discount continues, to make it freely convertible sooner rather than later.”</blockquote><p>Yesterday, AMC closed at $9.58 while APE closed at $7.13, representing a 34% difference to the upside. Today, APE is down more than 4%, while AMC is down 0.1%.</p><p>Meanwhile, <b>Quiver Quant’s</b> Congress Long-Short Strategy is up 46% in the past year, compared with a 13% decline in the <b>S&amp;P 500</b>. The strategy tracks trades of members of Congress and their family and takes a long position in stocks that have been bought and a short position in stocks that have been sold. The strategy carries a beta of 0.93 and a Sharpe ratio of 1.91.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Rep. Michael Garcia Just Sell His AMC Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Rep. Michael Garcia Just Sell His AMC Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/why-did-rep-michael-garcia-just-sell-his-amc-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Garcia sold between $1,001 and $15,000 of AMC Entertainment(AMC).The sale may be due to the company's preferred equity shares, AMC Preferred Equity Units(APE).Shares of AMC stock are down about 35% in...</p>\n\n<a href=\"https://investorplace.com/2022/08/why-did-rep-michael-garcia-just-sell-his-amc-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APE":"AMC Entertainment Preferred","AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/08/why-did-rep-michael-garcia-just-sell-his-amc-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158445939","content_text":"Garcia sold between $1,001 and $15,000 of AMC Entertainment(AMC).The sale may be due to the company's preferred equity shares, AMC Preferred Equity Units(APE).Shares of AMC stock are down about 35% in the past month.Shares of AMC Entertainment(NYSE:AMC) are in focus after California House Representative Michael Garciadisclosed selling between $1,001 and $15,000 worth of the movie theater chain. AMC stock has declined in recent days due to the special dividend issuanceofAMC Entertainment Preferred Equity Units(NYSE:APE).Each APE unit carries the same voting rights as a share of AMC. In addition, both AMC and APE have 516.82 million shares outstanding. AMC noted the issuance of the APE dividend would “be similar to a 2/1 stock split.” On top of that, acclaimed investor Jim Chanos disclosed that he was short AMC and long APE in an arbitrage trade earlier this week. Chanos’ reason for shorting AMC may be the same reason Garcia is selling his shares.Let’s get into the details.Rep. Michael Garcia Sells Shares of AMC StockSince APE and AMC have the same voting rights and the same number of shares outstanding, Chanos reasons the two classes of equity should trade at roughly the same price. One difference between the two equities is that APE units carry preferred status. This means in the event of an AMC bankruptcy, APE shareholders will be entitled to receive payouts before AMC shareholders. Furthermore, APE units have the possibility to be converted into AMC shares. In order for this to happen, AMC’s board must propose a convertibility feature and receive shareholder approval. Chanos added:“Functionally, the two securities are the same. And I’d guess the apes will be putting pressure on Mr. Aron, if the discount continues, to make it freely convertible sooner rather than later.”Yesterday, AMC closed at $9.58 while APE closed at $7.13, representing a 34% difference to the upside. Today, APE is down more than 4%, while AMC is down 0.1%.Meanwhile, Quiver Quant’s Congress Long-Short Strategy is up 46% in the past year, compared with a 13% decline in the S&P 500. The strategy tracks trades of members of Congress and their family and takes a long position in stocks that have been bought and a short position in stocks that have been sold. The strategy carries a beta of 0.93 and a Sharpe ratio of 1.91.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996180014,"gmtCreate":1661131849441,"gmtModify":1676536458408,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996180014","repostId":"2259032370","repostType":2,"repost":{"id":"2259032370","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1660620840,"share":"https://www.laohu8.com/m/news/2259032370?lang=&edition=full","pubTime":"2022-08-16 11:34","market":"hk","language":"en","title":"Singapore Technologies Engineering's Growth Outlook Still Seems Positive -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2259032370","media":"Dow Jones","summary":"0333 GMT - Singapore Technologies Engineering's growth outlook still seems positive, Maybank Researc","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0333 GMT - Singapore Technologies Engineering's growth outlook still seems positive, Maybank Research's Kelvin Tan says in a research report as the analyst maintains the stock's buy rating. Drivers including a continued recovery in its aerospace segment, strong momentum of its contract wins and its robust order book, the analyst says. However, Maybank is mindful that the company's short-term margins could continue to be hurt by rising operating expenditures, front-loaded acquisition expenses and lingering uncertainty over global chip shortages. Maybank trims 2022-2024 earnings estimates for the company by 5%-6% to reflect TransCore acquisition expenses and rising cost pressures, and lowers the target price on the stock to S$4.50 from S$4.75. The shares are 0.5% lower at S$3.98. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  August 15, 2022 23:34 ET (03:34 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Technologies Engineering's Growth Outlook Still Seems Positive -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Technologies Engineering's Growth Outlook Still Seems Positive -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-16 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0333 GMT - Singapore Technologies Engineering's growth outlook still seems positive, Maybank Research's Kelvin Tan says in a research report as the analyst maintains the stock's buy rating. Drivers including a continued recovery in its aerospace segment, strong momentum of its contract wins and its robust order book, the analyst says. However, Maybank is mindful that the company's short-term margins could continue to be hurt by rising operating expenditures, front-loaded acquisition expenses and lingering uncertainty over global chip shortages. Maybank trims 2022-2024 earnings estimates for the company by 5%-6% to reflect TransCore acquisition expenses and rising cost pressures, and lowers the target price on the stock to S$4.50 from S$4.75. The shares are 0.5% lower at S$3.98. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  August 15, 2022 23:34 ET (03:34 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4187":"航天航空与国防","BK6094":"航天航空与国防","SGGKY":"Singapore Technologies Engineering Ltd.","BK6504":"工业制品概念","BK6523":"ESG概念","S63.SI":"新科工程"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259032370","content_text":"0333 GMT - Singapore Technologies Engineering's growth outlook still seems positive, Maybank Research's Kelvin Tan says in a research report as the analyst maintains the stock's buy rating. Drivers including a continued recovery in its aerospace segment, strong momentum of its contract wins and its robust order book, the analyst says. However, Maybank is mindful that the company's short-term margins could continue to be hurt by rising operating expenditures, front-loaded acquisition expenses and lingering uncertainty over global chip shortages. Maybank trims 2022-2024 earnings estimates for the company by 5%-6% to reflect TransCore acquisition expenses and rising cost pressures, and lowers the target price on the stock to S$4.50 from S$4.75. The shares are 0.5% lower at S$3.98. (ronnie.harui@wsj.com) \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  August 15, 2022 23:34 ET (03:34 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905875753,"gmtCreate":1659860259174,"gmtModify":1703767185511,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905875753","repostId":"2257199676","repostType":4,"repost":{"id":"2257199676","pubTimestamp":1659843199,"share":"https://www.laohu8.com/m/news/2257199676?lang=&edition=full","pubTime":"2022-08-07 11:33","market":"us","language":"en","title":"AMC Stock: Sell on the Pounce?","url":"https://stock-news.laohu8.com/highlight/detail?id=2257199676","media":"Motley Fool","summary":"The multiplex operator posted financial results that were roughly in line with expectations. A special dividend could also be Kryptonite for potential synthetic short-sellers.","content":"<html><head></head><body><p><b>AMC Entertainment</b> gave shareholders nearly everything they wanted on Thursday. It posted second-quarter results that may have failed to exceed expectations but confirmed that its turnaround is succeeding on most fronts.</p><p>Adjusted earnings before interest, taxes depreciation, and amortization (EBITDA) and its operating-cash generated turned positive for the period. The country&#39;s leading multiplex operator also announced a stock dividend that should shake out any potential fake or synthetic short positions in AMC.</p><p>It wasn&#39;t enough. The stock was trading more than 10% lower by Thursday night.</p><p>There&#39;s still a lot to like in AMC&#39;s flawed but encouraging performance. The market may not have been initially impressed, but the stock has rallied sharply since bottoming out in the single digits back in May. Besides, if you&#39;ve plopped yourself down at an AMC screening lately, you know that there&#39;ll be plot twists until the final credits roll.</p><p>We&#39;ve seen dramatic trading-day reversals at AMC before. Let&#39;s take a closer look at the good and the not so good in Thursday&#39;s developments.</p><h2>Everything, everywhere all at once</h2><p>AMC&#39;s revenue rose 162% to $1.1664 billion. It&#39;s a big move, but this was roughly in line with expectations.</p><p>We knew this would be a big step up for the exhibitor. Domestic box-office receipts for the industry in the second quarter soared 186%, compared to the weak slate in the springtime of last year. International exhibitors fared even better -- an important point since 22% of AMC&#39;s top-line results were international.</p><p>Taking a deeper dive into its stateside operations, AMC lost market share -- but this isn&#39;t a deal-breaker. The number of tickets that AMC sold in the U.S. for the quarter rose 144%, and the average price paid per ticket climbed 5.7%. Stack one on top of the other, and you arrive at a 153% year-over-year increase, a big move but well below the national pop. This isn&#39;t a failure on AMC&#39;s part as much as it is smaller chains finally gaining momentum after false starts earlier in the pandemic cycle.</p><p>The truly disappointing metric in terms of theater-level performance is that folks are starting to spend less after scanning their admissions to get into the local multiplex. The average food and beverage revenue per domestic patron has declined 5% over the past year, going from $7.91 to $7.52. The international drop is a more substantial 8% decline.</p><p>This also isn&#39;t awful news. It was only natural for folks to overspend early last year, when returning to the movies after a long absence was a novelty. It&#39;s still comfortably above pre-pandemic spending levels, and as long as it stabilizes here, AMC should be fine with this high-margin part of its business.</p><p>AMC&#39;s adjusted net loss -- once you take out the gain from the early extinguishment of debt and the hit from the sharp drop in market value of its <b>Hycroft Mining </b>investment -- clocks in at $102.8 million, or $0.20 a share. This is also roughly what analysts were modeling, but it&#39;s still encouraging to see AMC&#39;s adjusted bottom line generating less than a third of the red ink it was gushing a year earlier.</p><p>With its operating cash generated and adjusted EBITDA now firmly positive, AMC is in a better position to tackle its rising borrowing costs (because cash interest expense has climbed 60% over the past year).</p><h2>Uncharted</h2><p>In a move to bust the potential ring of fake short-sellers, AMC also declared a special dividend of an AMC Preferred share for every share outstanding. It will essentially be the equivalent of a 2-for-1 stock split, only the preferred stock will trade under the ticker symbol APE when it&#39;s distributed in two weeks.</p><p>The move is intended to smoke out illegal shorts, but once again, we had CEO Adam Aron tweeting on Thursday night that he&#39;s seen no evidence of synthetic shorting of the multiplex operator.</p><blockquote>6. Candidly I&#39;ve seen no evidence so-called fake or synthetic shares exist. But many of you disagree. This preferred equity dividend goes ONLY to company issued shares. So, it will have the impact of a &#34;share count&#34; or unique dividend many of you have sought. #TodayWePounce</blockquote><p>Aron is giving some of the loudest retail shareholders what they want. As long as he also continues to give moviegoers what they want -- and that&#39;s just what we saw in the quarterly numbers -- AMC should be fine as the top dog of movie-theater stocks.</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>AMC Stock: Sell on the Pounce?</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\">\nAMC Stock: Sell on the Pounce?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/05/amc-stock-sell-on-the-pounce/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment gave shareholders nearly everything they wanted on Thursday. It posted second-quarter results that may have failed to exceed expectations but confirmed that its turnaround is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/05/amc-stock-sell-on-the-pounce/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2022/08/05/amc-stock-sell-on-the-pounce/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257199676","content_text":"AMC Entertainment gave shareholders nearly everything they wanted on Thursday. It posted second-quarter results that may have failed to exceed expectations but confirmed that its turnaround is succeeding on most fronts.Adjusted earnings before interest, taxes depreciation, and amortization (EBITDA) and its operating-cash generated turned positive for the period. The country's leading multiplex operator also announced a stock dividend that should shake out any potential fake or synthetic short positions in AMC.It wasn't enough. The stock was trading more than 10% lower by Thursday night.There's still a lot to like in AMC's flawed but encouraging performance. The market may not have been initially impressed, but the stock has rallied sharply since bottoming out in the single digits back in May. Besides, if you've plopped yourself down at an AMC screening lately, you know that there'll be plot twists until the final credits roll.We've seen dramatic trading-day reversals at AMC before. Let's take a closer look at the good and the not so good in Thursday's developments.Everything, everywhere all at onceAMC's revenue rose 162% to $1.1664 billion. It's a big move, but this was roughly in line with expectations.We knew this would be a big step up for the exhibitor. Domestic box-office receipts for the industry in the second quarter soared 186%, compared to the weak slate in the springtime of last year. International exhibitors fared even better -- an important point since 22% of AMC's top-line results were international.Taking a deeper dive into its stateside operations, AMC lost market share -- but this isn't a deal-breaker. The number of tickets that AMC sold in the U.S. for the quarter rose 144%, and the average price paid per ticket climbed 5.7%. Stack one on top of the other, and you arrive at a 153% year-over-year increase, a big move but well below the national pop. This isn't a failure on AMC's part as much as it is smaller chains finally gaining momentum after false starts earlier in the pandemic cycle.The truly disappointing metric in terms of theater-level performance is that folks are starting to spend less after scanning their admissions to get into the local multiplex. The average food and beverage revenue per domestic patron has declined 5% over the past year, going from $7.91 to $7.52. The international drop is a more substantial 8% decline.This also isn't awful news. It was only natural for folks to overspend early last year, when returning to the movies after a long absence was a novelty. It's still comfortably above pre-pandemic spending levels, and as long as it stabilizes here, AMC should be fine with this high-margin part of its business.AMC's adjusted net loss -- once you take out the gain from the early extinguishment of debt and the hit from the sharp drop in market value of its Hycroft Mining investment -- clocks in at $102.8 million, or $0.20 a share. This is also roughly what analysts were modeling, but it's still encouraging to see AMC's adjusted bottom line generating less than a third of the red ink it was gushing a year earlier.With its operating cash generated and adjusted EBITDA now firmly positive, AMC is in a better position to tackle its rising borrowing costs (because cash interest expense has climbed 60% over the past year).UnchartedIn a move to bust the potential ring of fake short-sellers, AMC also declared a special dividend of an AMC Preferred share for every share outstanding. It will essentially be the equivalent of a 2-for-1 stock split, only the preferred stock will trade under the ticker symbol APE when it's distributed in two weeks.The move is intended to smoke out illegal shorts, but once again, we had CEO Adam Aron tweeting on Thursday night that he's seen no evidence of synthetic shorting of the multiplex operator.6. Candidly I've seen no evidence so-called fake or synthetic shares exist. But many of you disagree. This preferred equity dividend goes ONLY to company issued shares. So, it will have the impact of a \"share count\" or unique dividend many of you have sought. #TodayWePounceAron is giving some of the loudest retail shareholders what they want. As long as he also continues to give moviegoers what they want -- and that's just what we saw in the quarterly numbers -- AMC should be fine as the top dog of movie-theater stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906012875,"gmtCreate":1659453017401,"gmtModify":1705980512198,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906012875","repostId":"1188690484","repostType":4,"repost":{"id":"1188690484","pubTimestamp":1659454673,"share":"https://www.laohu8.com/m/news/1188690484?lang=&edition=full","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"Alibaba: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1188690484","media":"Seeking Alpha","summary":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17.</li><li>The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.</li><li>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model.</li></ul><p><b>Thesis</b></p><p>I am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett&#39;s key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world&#39;s biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China&#39;s cloud market with about37% market share. China&#39;s cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party&#39;s5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba&#39;sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company&#39;s market capitalization. Moreover, Alibaba&#39;s business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock&#39;s undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba&#39;s extremely depressed valuation - now the company&#39;s stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba&#39;s headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal &#39;till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock&#39;s beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company&#39;s idiosyncratic market risk.</li><li>To derive Baidu&#39;s tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba&#39;s high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba&#39;s required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba&#39;s short/mid-term business monetization accordingly.</p><p>Secondly, China&#39;s internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba&#39;s sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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: Be Greedy When Others Are Fearful</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: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906016358,"gmtCreate":1659452903677,"gmtModify":1705980510245,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906016358","repostId":"2256696376","repostType":2,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909909608,"gmtCreate":1658795460404,"gmtModify":1676536208213,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good 👍&nbsp;","listText":"Good 👍&nbsp;","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909909608","repostId":"1144847500","repostType":2,"repost":{"id":"1144847500","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658794412,"share":"https://www.laohu8.com/m/news/1144847500?lang=&edition=full","pubTime":"2022-07-26 08:13","market":"us","language":"en","title":"China's Alibaba to Apply for Primary Listing in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1144847500","media":"Tiger Newspress","summary":"Alibaba Group Holding Limited announces that its board of directors has authorized its management to","content":"<html><head></head><body><p>Alibaba Group Holding Limited announces that its board of directors has authorized its management to apply to change its listing status to a primary listing on the Main Board of the Hong Kong Stock Exchange.</p><p>Alibaba currently maintains a secondary listing on the Main Board of the Hong Kong Stock Exchange and will apply for a change of listing status to a primary listing pursuant to the Hong Kong Listing Rules (the “Application”), which is expected to become effective prior to the end of 2022. Upon completion of this change, Alibaba will become a dual-primary listed company on the New York Stock Exchange in the form of American Depositary Shares (“ADSs”) and on the Hong Kong Stock Exchange in the form of ordinary shares. The Company’s ADSs listed in the United States and the shares listed in Hong Kong are fungible, and investors can continue to choose to hold their shares in the form of ADSs traded on the New York Stock Exchange or ordinary shares traded on the Hong Kong Stock Exchange.</p><p>Since the Company’s secondary listing in Hong Kong in November 2019, there has been a significant increase in its public float on the Hong Kong Stock Exchange. In the six months ended June 30, 2022, its average daily trading volume in Hong Kong was approximately US$0.7 billion, compared to an average daily trading volume of approximately US$3.2 billion in the United States. Given the substantial presence of its business operations in Greater China, the Company expects that its dual-primary listing status would allow it to broaden its investor base, and facilitate incremental liquidity, in particular expand access to China- and other Asia-based investors.</p><p>The completion of the primary listing process in Hong Kong is conditional upon and subject to, among other things, satisfaction of the relevant requirements of the Hong Kong Stock Exchange and market conditions. The company will make further announcement(s) with respect to the Application as and when appropriate.</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>China's Alibaba to Apply for Primary Listing in Hong Kong</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\">\nChina's Alibaba to Apply for Primary Listing in Hong Kong\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-26 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Group Holding Limited announces that its board of directors has authorized its management to apply to change its listing status to a primary listing on the Main Board of the Hong Kong Stock Exchange.</p><p>Alibaba currently maintains a secondary listing on the Main Board of the Hong Kong Stock Exchange and will apply for a change of listing status to a primary listing pursuant to the Hong Kong Listing Rules (the “Application”), which is expected to become effective prior to the end of 2022. Upon completion of this change, Alibaba will become a dual-primary listed company on the New York Stock Exchange in the form of American Depositary Shares (“ADSs”) and on the Hong Kong Stock Exchange in the form of ordinary shares. The Company’s ADSs listed in the United States and the shares listed in Hong Kong are fungible, and investors can continue to choose to hold their shares in the form of ADSs traded on the New York Stock Exchange or ordinary shares traded on the Hong Kong Stock Exchange.</p><p>Since the Company’s secondary listing in Hong Kong in November 2019, there has been a significant increase in its public float on the Hong Kong Stock Exchange. In the six months ended June 30, 2022, its average daily trading volume in Hong Kong was approximately US$0.7 billion, compared to an average daily trading volume of approximately US$3.2 billion in the United States. Given the substantial presence of its business operations in Greater China, the Company expects that its dual-primary listing status would allow it to broaden its investor base, and facilitate incremental liquidity, in particular expand access to China- and other Asia-based investors.</p><p>The completion of the primary listing process in Hong Kong is conditional upon and subject to, among other things, satisfaction of the relevant requirements of the Hong Kong Stock Exchange and market conditions. The company will make further announcement(s) with respect to the Application as and when appropriate.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144847500","content_text":"Alibaba Group Holding Limited announces that its board of directors has authorized its management to apply to change its listing status to a primary listing on the Main Board of the Hong Kong Stock Exchange.Alibaba currently maintains a secondary listing on the Main Board of the Hong Kong Stock Exchange and will apply for a change of listing status to a primary listing pursuant to the Hong Kong Listing Rules (the “Application”), which is expected to become effective prior to the end of 2022. Upon completion of this change, Alibaba will become a dual-primary listed company on the New York Stock Exchange in the form of American Depositary Shares (“ADSs”) and on the Hong Kong Stock Exchange in the form of ordinary shares. The Company’s ADSs listed in the United States and the shares listed in Hong Kong are fungible, and investors can continue to choose to hold their shares in the form of ADSs traded on the New York Stock Exchange or ordinary shares traded on the Hong Kong Stock Exchange.Since the Company’s secondary listing in Hong Kong in November 2019, there has been a significant increase in its public float on the Hong Kong Stock Exchange. In the six months ended June 30, 2022, its average daily trading volume in Hong Kong was approximately US$0.7 billion, compared to an average daily trading volume of approximately US$3.2 billion in the United States. Given the substantial presence of its business operations in Greater China, the Company expects that its dual-primary listing status would allow it to broaden its investor base, and facilitate incremental liquidity, in particular expand access to China- and other Asia-based investors.The completion of the primary listing process in Hong Kong is conditional upon and subject to, among other things, satisfaction of the relevant requirements of the Hong Kong Stock Exchange and market conditions. The company will make further announcement(s) with respect to the Application as and when appropriate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071874322,"gmtCreate":1657513836866,"gmtModify":1676536018414,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌 good 👍&nbsp;","listText":"👌 good 👍&nbsp;","text":"👌 good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071874322","repostId":"2250787776","repostType":2,"repost":{"id":"2250787776","pubTimestamp":1657524287,"share":"https://www.laohu8.com/m/news/2250787776?lang=&edition=full","pubTime":"2022-07-11 15:24","market":"us","language":"en","title":"Alibaba's Logistics Model Boosts Operating Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2250787776","media":"seekingalpha","summary":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN)","content":"<html><head></head><body><h2>Introduction</h2><p>Headlines note that <a href=\"https://laohu8.com/S/BABA\">Alibaba </a> has higher operating margins than JD (JD) and Amazon (AMZN) since they&#39;re not burdened with a meaningful low-margin first-party (&#34;1P&#34;) business. My thesis is that Alibaba&#39;s asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.</p><p>We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.</p><p>At the time of this writing, 100 RMB equals $15.</p><h2>The Numbers</h2><p>Alibaba&#39;s logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we&#39;re interested in to see how things measure up against Alibaba&#39;s GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba&#39;s GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don&#39;t get a free lunch; logistics fees are paid to Cainiao&#39;s capital-intensive partners.</p><p>JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in <i>all of Alibaba</i> through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1a7e67d1ea740886d0daf762f016277\" tg-width=\"800\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/><span>2021 JD Logistics income statement (2021 JD Logistics results)</span></p><p>Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&amp;D and RMB 2,867 G&amp;A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD&#39;s RMB 3,300 billion GMV.</p><p>Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don&#39;t mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD&#39;s obfuscation of the breakdown between 1P and 3P. Amazon doesn&#39;t break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon&#39;s 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.</p><p>Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3af5cfb904d0a889421c6b681accee9\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Alibaba operating income (Author&#39;s spreadsheet)</span></p><p>Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon&#39;s operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon&#39;s 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon&#39;s 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao&#39;s asset-light approach gives them flexibility such that the results are not devastating when they overspend.</p><h2>Alibaba Learned From <a href=\"https://laohu8.com/S/EBAY\">eBay</a>&#39;s Mistakes</h2><p>Some companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon&#39;s GMV has taken off since that time while eBay&#39;s has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it&#39;s just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.</p><h2>Serving External Customers Globally</h2><p>Again, 69% of Cainiao&#39;s revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:</p><blockquote>The latest step in Alibaba Group&#39;s global logistics expansion follows last month&#39;s launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. &#34;Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,&#34; said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.</blockquote><p>A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:</p><blockquote>For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)</blockquote><p>A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (&#34;SME&#34;) export business in South Korea:</p><blockquote>As part of the agreement, SMEs will be able to leverage Cainiao&#39;s one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. &#34;SMEs are the growth engines of the economy,&#34; said James Zhao, General Manager for Global Supply Chain, Cainiao Network. &#34;We are honoured to be selected as KOSME&#39;s official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. &#34;As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.</blockquote><p>An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao&#39;s flights from Malaysia to the UK that will service eBay B2B and B2C businesses.</p><h2>BABA Stock Valuation</h2><p>The 2020 Investor Day presentation shows 2 types of take rates defined as follows:</p><blockquote>1. Take rate for customer management revenue (&#34;CMR&#34;) and commission is the sum of CMR and commission <i>divided by China retail marketplace GMV</i>.</blockquote><blockquote>2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).</blockquote><p>The first type of take rate has not climbed the way I hoped it would over the last few years:</p><p>FY20: 3.7% or RMB 246,482 million/RMB 6,589 billion</p><p>FY21: 4.1% or RMB 306,070 million/RMB 7,494 billion</p><p>FY22: 3.9% or RMB 315,038 million/RMB 7,976 billion</p><p>The second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don&#39;t know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.</p><p>In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.</p><p>Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn&#39;t done a good job explaining the ROI from these costly efforts.</p><p>Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:</p><p>RMB 12,427 million intangible assets</p><p>RMB 9,093 million licensed copyrights</p><p>-------------------------</p><p>RMB 21,520 million</p><p>I view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b248cd92b1754834384db1976cea4ea7\" tg-width=\"800\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/><span>Alibaba core segments (2021 20-F)</span></p><p>The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.</p><p>Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31042549f3c5f045120a05678400eb0e\" tg-width=\"428\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba core EBITA (4Q22 release)</span></p><p>China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.</p><p>Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fb68801ce12c86554d314bd38be1cf4\" tg-width=\"795\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba segments (4Q22 release)</span></p><p>I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.</p><p>The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.</p><p>The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.</p><p>Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.</p><p>21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.</p><p>The market cap is less than my valuation range and I think the stock is undervalued.</p><p>Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Logistics Model Boosts Operating Margins</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's Logistics Model Boosts Operating Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 15:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins\">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","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2250787776","content_text":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is that Alibaba's asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.At the time of this writing, 100 RMB equals $15.The NumbersAlibaba's logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we're interested in to see how things measure up against Alibaba's GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba's GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don't get a free lunch; logistics fees are paid to Cainiao's capital-intensive partners.JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in all of Alibaba through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:2021 JD Logistics income statement (2021 JD Logistics results)Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&D and RMB 2,867 G&A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD's RMB 3,300 billion GMV.Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don't mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD's obfuscation of the breakdown between 1P and 3P. Amazon doesn't break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon's 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:Alibaba operating income (Author's spreadsheet)Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon's operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon's 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon's 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao's asset-light approach gives them flexibility such that the results are not devastating when they overspend.Alibaba Learned From eBay's MistakesSome companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon's GMV has taken off since that time while eBay's has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it's just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.Serving External Customers GloballyAgain, 69% of Cainiao's revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:The latest step in Alibaba Group's global logistics expansion follows last month's launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. \"Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,\" said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (\"SME\") export business in South Korea:As part of the agreement, SMEs will be able to leverage Cainiao's one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. \"SMEs are the growth engines of the economy,\" said James Zhao, General Manager for Global Supply Chain, Cainiao Network. \"We are honoured to be selected as KOSME's official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. \"As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao's flights from Malaysia to the UK that will service eBay B2B and B2C businesses.BABA Stock ValuationThe 2020 Investor Day presentation shows 2 types of take rates defined as follows:1. Take rate for customer management revenue (\"CMR\") and commission is the sum of CMR and commission divided by China retail marketplace GMV.2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).The first type of take rate has not climbed the way I hoped it would over the last few years:FY20: 3.7% or RMB 246,482 million/RMB 6,589 billionFY21: 4.1% or RMB 306,070 million/RMB 7,494 billionFY22: 3.9% or RMB 315,038 million/RMB 7,976 billionThe second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don't know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn't done a good job explaining the ROI from these costly efforts.Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:RMB 12,427 million intangible assetsRMB 9,093 million licensed copyrights-------------------------RMB 21,520 millionI view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:Alibaba core segments (2021 20-F)The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:Alibaba core EBITA (4Q22 release)China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:Alibaba segments (4Q22 release)I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.The market cap is less than my valuation range and I think the stock is undervalued.Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071068393,"gmtCreate":1657430780312,"gmtModify":1676536007418,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071068393","repostId":"2250181946","repostType":4,"repost":{"id":"2250181946","pubTimestamp":1657423573,"share":"https://www.laohu8.com/m/news/2250181946?lang=&edition=full","pubTime":"2022-07-10 11:26","market":"us","language":"en","title":"Occidental Petroleum: Tidal Wave Of Cash Flow Hitting The Balance Sheet","url":"https://stock-news.laohu8.com/highlight/detail?id=2250181946","media":"Seekingalpha","summary":"Occidental Petroleum Corporation (NYSE:OXY) made the Anadarko Petroleum acquisition and then had to ","content":"<html><head></head><body><p>Occidental Petroleum Corporation (NYSE:OXY) made the Anadarko Petroleum acquisition and then had to endure first an OPEC pricing war followed by the coronavirus demand destruction. The next surprise, the Ukrainian war, finally gave this company what it needed to straighten itself out from the acquisition (and that is strong commodity prices).</p><p>This company, like so many others, needs to get &#34;back on track.&#34; This industry is notorious for low visibility. Therefore, the challenges will be to get everything done that needs to be done while commodity prices remain strong. The payback for shareholders could be quite a bit from current prices if management succeeds.</p><p></p><p><img src=\"https://static.tigerbbs.com/99ee24aae8b232cdc6ff9071d1f7d50f\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Occidental Petroleum Cash Flow Statement First Quarter 2022. (Occidental Petroleum First Quarter 2022, Earnings Press Release Supplemental Schedules)</p><p>The biggest consideration has to be that cash flow before working capital changes took a huge leap past $4 billion in one quarter. The main (if not only significant) reason that working capital changes were negative is the increasing commodity prices made the same sales volumes far more costly. Therefore, accounts receivable would soak up working capital.</p><p>Fellow industry competitor ExxonMobil (XOM) has set the stage for earnings expectations by stating that profits are going to take a big jump in the second quarter. Occidental Petroleum is not nearly as diversified. But the upstream operations will report a badly needed great cash flow quarter. It does not take many of those great quarters to make the acquisition look good.</p><p>That is not going to be happening every quarter. At some point there will be a cyclical downturn to reverse what just happened. Before that, there should be a point in time where prices level out or reach a slightly lower equilibrium until supplies exceed demand to bring about the next cyclical downturn. That means operating cash flow from continuing operations will increase even if prices do not strengthen anymore. Hopefully this time around, the industry experiences something approaching a normal &#34;good times&#34; that lasts a year or two longer than the last time in 2018.</p><p>For a company like Occidental (where management plans got derailed), this is a chance for redemption in the eyes of the market. The market clearly sent the stock to a price level that indicated very little faith in the ability of management to navigate the future. It clearly did not turn out that way, of course. But the market clearly still has its doubts.</p><p></p><p><img src=\"https://static.tigerbbs.com/89a7602071902586176511496425b8d6\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Occidental Petroleum Common Stock Price History And Key Valuation Measures (Seeking Alpha Website July 8, 2022)</p><p>This stock is nothing close to the levels achieved before the pandemic. Part of that is due to the unknowns of the pandemic and the effect of delaying the company deleveraging plans. Supposedly, when managements make an acquisition (and plan to deleverage) they include a &#34;cushion&#34; in case the worst happens. However, the market may have feared that fiscal year 2020 was beyond anything management could have planned. That may well be true.</p><p>But most managements, including this one, will attempt to fix what they can. The latest pricing environment is a very welcome change from the environment that greeted the acquisition. The risk is that this environment does not last long enough or that very weak prices in the next downturn last too long. Hence the stock price rally may be muted until the market sees lower debt.</p><p>On the other hand, management repaid a lot of debt in the first quarter. As a result, management is on track to meet a $20 billion debt goal much sooner than anyone could have imagined 2 years ago. The lower debt allows the dividend restoration to begin far sooner than the market anticipated as well.</p><h2>Typical Acquisition</h2><p>Occidental did nothing different than much of the industry.</p><p>Cenovus Energy (CVE) acquired the half of the partnership from ConocoPhillips (COP) that it did not own by both using common stock and debt. Management by all accounts fully leveraged the company (probably way more than the stock market wanted because the market proceeded to dump the common).</p><p>Even though management had a plan to deleverage the balance sheet and by all accounts executed that plan well, the stock market kept the stock in the doghouse for long past the time after the balance sheet was straightened out.</p><p>The market did not care about details like better cash flow from increasing production. Only now after the company acquired additional refining capacity has the market begun to allow the stock out of the doghouse.</p><p></p><p><img src=\"https://static.tigerbbs.com/8e655c37ee8c5cfe259c308deab7b725\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cenovus Energy Common Stock Price History And Key Valuation Measures (Seeking Alpha Website July 8, 2022.)</p><p>Cash flow improved throughout the challenges presented by this industry. But as shown above, the market really has not noticed this stock until relatively recently despite tremendous cash flow improvement since the acquisition.</p><p>The point of all of this is that Occidental used a strategy that is actually fairly common throughout the industry. What was not common was the OPEC pricing war followed by the coronavirus demand destruction after that. The sizable cash flow demonstrated by the company is finally showing some demonstration to the market of the benefits of this acquisition.</p><p>With Cenovus, the cash flow improvement was far more (as a percentage change) significant. Yet Mr. Market kept the stock in the doghouse for several years as cash flow improved. Occidental will do very well if cash flow doubles at various pricing points from the acquisition.</p><p>That means that for Occidental, now is the time to prove to the market that future financial performance per share will exceed the results before the acquisition. It is not unusual for a large acquisition to take a few years to meet the goals of management. The strong commodity sales prices may allow for more cash to be available to speed up the optimization process while repaying debt.</p><h2>The Future</h2><p>Clearly Occidental has another quarter of significant debt reduction &#34;in the bag&#34; unless yet another unexpected event happens. After that it is less clear to the market.</p><p>On the other hand, the company needs to generate sustained earning power that is superior to the time before the acquisition. This is where a lot of large acquisitions fail to meet management expectations. Therefore, the market doubts about future earnings are reasonable.</p><p>Should management meet its goals for the acquisition, then the stock price will likely continue to at least the old highs. Generally, management makes any acquisition to do better in the next business cycle. Whether management has had enough time to optimize operations while assimilating this large acquisition remains an open question to the market.</p><p>Warren Buffet keeps buying the stock because the industry is unusually cheap. Price earnings ratios collapsed during the coronavirus demand destruction and really have not yet cyclically recovered. There is a lot of pessimism priced into this history because of what happened in the time period starting in 2015 through 2020.</p><p>But this industry is much better prepared for the low visibility than it was back in 2015. The pessimism likely remains overdone because Mr. Market expects the past to continue. Yet the speculative equity and lending money that rushed in (in the past) continues to be absent because of the severe speculative losses that followed. That absence is likely to continue.</p><p>At least now, it would appear that this stock has at least a speculative chance to exceed the old high prices of the last cycle. How much more than that depends upon the evaluation of the performance of the acquired properties.</p><p>The debt reduction to $20 billion will do a lot to restore the faith of the market in the balance sheet of the company. The next step is probably to get quarterly earnings past $3 per share. Stay tuned to see how well management performs in the future. It appears that the company is now back on track with the original plan.</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>Occidental Petroleum: Tidal Wave Of Cash Flow Hitting The Balance Sheet</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\">\nOccidental Petroleum: Tidal Wave Of Cash Flow Hitting The Balance Sheet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522472-occidental-petroleum-tidal-wave-of-cash-flow-hitting-the-balance-sheet><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Occidental Petroleum Corporation (NYSE:OXY) made the Anadarko Petroleum acquisition and then had to endure first an OPEC pricing war followed by the coronavirus demand destruction. The next surprise, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522472-occidental-petroleum-tidal-wave-of-cash-flow-hitting-the-balance-sheet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油"},"source_url":"https://seekingalpha.com/article/4522472-occidental-petroleum-tidal-wave-of-cash-flow-hitting-the-balance-sheet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250181946","content_text":"Occidental Petroleum Corporation (NYSE:OXY) made the Anadarko Petroleum acquisition and then had to endure first an OPEC pricing war followed by the coronavirus demand destruction. The next surprise, the Ukrainian war, finally gave this company what it needed to straighten itself out from the acquisition (and that is strong commodity prices).This company, like so many others, needs to get \"back on track.\" This industry is notorious for low visibility. Therefore, the challenges will be to get everything done that needs to be done while commodity prices remain strong. The payback for shareholders could be quite a bit from current prices if management succeeds.Occidental Petroleum Cash Flow Statement First Quarter 2022. (Occidental Petroleum First Quarter 2022, Earnings Press Release Supplemental Schedules)The biggest consideration has to be that cash flow before working capital changes took a huge leap past $4 billion in one quarter. The main (if not only significant) reason that working capital changes were negative is the increasing commodity prices made the same sales volumes far more costly. Therefore, accounts receivable would soak up working capital.Fellow industry competitor ExxonMobil (XOM) has set the stage for earnings expectations by stating that profits are going to take a big jump in the second quarter. Occidental Petroleum is not nearly as diversified. But the upstream operations will report a badly needed great cash flow quarter. It does not take many of those great quarters to make the acquisition look good.That is not going to be happening every quarter. At some point there will be a cyclical downturn to reverse what just happened. Before that, there should be a point in time where prices level out or reach a slightly lower equilibrium until supplies exceed demand to bring about the next cyclical downturn. That means operating cash flow from continuing operations will increase even if prices do not strengthen anymore. Hopefully this time around, the industry experiences something approaching a normal \"good times\" that lasts a year or two longer than the last time in 2018.For a company like Occidental (where management plans got derailed), this is a chance for redemption in the eyes of the market. The market clearly sent the stock to a price level that indicated very little faith in the ability of management to navigate the future. It clearly did not turn out that way, of course. But the market clearly still has its doubts.Occidental Petroleum Common Stock Price History And Key Valuation Measures (Seeking Alpha Website July 8, 2022)This stock is nothing close to the levels achieved before the pandemic. Part of that is due to the unknowns of the pandemic and the effect of delaying the company deleveraging plans. Supposedly, when managements make an acquisition (and plan to deleverage) they include a \"cushion\" in case the worst happens. However, the market may have feared that fiscal year 2020 was beyond anything management could have planned. That may well be true.But most managements, including this one, will attempt to fix what they can. The latest pricing environment is a very welcome change from the environment that greeted the acquisition. The risk is that this environment does not last long enough or that very weak prices in the next downturn last too long. Hence the stock price rally may be muted until the market sees lower debt.On the other hand, management repaid a lot of debt in the first quarter. As a result, management is on track to meet a $20 billion debt goal much sooner than anyone could have imagined 2 years ago. The lower debt allows the dividend restoration to begin far sooner than the market anticipated as well.Typical AcquisitionOccidental did nothing different than much of the industry.Cenovus Energy (CVE) acquired the half of the partnership from ConocoPhillips (COP) that it did not own by both using common stock and debt. Management by all accounts fully leveraged the company (probably way more than the stock market wanted because the market proceeded to dump the common).Even though management had a plan to deleverage the balance sheet and by all accounts executed that plan well, the stock market kept the stock in the doghouse for long past the time after the balance sheet was straightened out.The market did not care about details like better cash flow from increasing production. Only now after the company acquired additional refining capacity has the market begun to allow the stock out of the doghouse.Cenovus Energy Common Stock Price History And Key Valuation Measures (Seeking Alpha Website July 8, 2022.)Cash flow improved throughout the challenges presented by this industry. But as shown above, the market really has not noticed this stock until relatively recently despite tremendous cash flow improvement since the acquisition.The point of all of this is that Occidental used a strategy that is actually fairly common throughout the industry. What was not common was the OPEC pricing war followed by the coronavirus demand destruction after that. The sizable cash flow demonstrated by the company is finally showing some demonstration to the market of the benefits of this acquisition.With Cenovus, the cash flow improvement was far more (as a percentage change) significant. Yet Mr. Market kept the stock in the doghouse for several years as cash flow improved. Occidental will do very well if cash flow doubles at various pricing points from the acquisition.That means that for Occidental, now is the time to prove to the market that future financial performance per share will exceed the results before the acquisition. It is not unusual for a large acquisition to take a few years to meet the goals of management. The strong commodity sales prices may allow for more cash to be available to speed up the optimization process while repaying debt.The FutureClearly Occidental has another quarter of significant debt reduction \"in the bag\" unless yet another unexpected event happens. After that it is less clear to the market.On the other hand, the company needs to generate sustained earning power that is superior to the time before the acquisition. This is where a lot of large acquisitions fail to meet management expectations. Therefore, the market doubts about future earnings are reasonable.Should management meet its goals for the acquisition, then the stock price will likely continue to at least the old highs. Generally, management makes any acquisition to do better in the next business cycle. Whether management has had enough time to optimize operations while assimilating this large acquisition remains an open question to the market.Warren Buffet keeps buying the stock because the industry is unusually cheap. Price earnings ratios collapsed during the coronavirus demand destruction and really have not yet cyclically recovered. There is a lot of pessimism priced into this history because of what happened in the time period starting in 2015 through 2020.But this industry is much better prepared for the low visibility than it was back in 2015. The pessimism likely remains overdone because Mr. Market expects the past to continue. Yet the speculative equity and lending money that rushed in (in the past) continues to be absent because of the severe speculative losses that followed. That absence is likely to continue.At least now, it would appear that this stock has at least a speculative chance to exceed the old high prices of the last cycle. How much more than that depends upon the evaluation of the performance of the acquired properties.The debt reduction to $20 billion will do a lot to restore the faith of the market in the balance sheet of the company. The next step is probably to get quarterly earnings past $3 per share. Stay tuned to see how well management performs in the future. It appears that the company is now back on track with the original plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073669482,"gmtCreate":1657334594946,"gmtModify":1676535993952,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good 👍&nbsp;","listText":"Good 👍&nbsp;","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073669482","repostId":"1175896146","repostType":2,"repost":{"id":"1175896146","pubTimestamp":1657330995,"share":"https://www.laohu8.com/m/news/1175896146?lang=&edition=full","pubTime":"2022-07-09 09:43","market":"us","language":"en","title":"Is TSLA Stock a Buy Ahead of the Tesla Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175896146","media":"InvestorPlace","summary":"The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called t","content":"<html><head></head><body><ul><li>The <b>Tesla</b>(<b><u>TSLA</u></b>) stock split vote is rapidly approaching.</li><li>Recent turbulence in TSLA stock has called the shares into question.</li><li>While it has been volatile, investors shouldn&#39;t be concerned about the potential split.</li></ul><p>The summer of stock splitsis just heating up. This week brought announcements from <b>Gamestop</b>(NYSE:<b><u>GME</u></b>) and <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>), but investors shouldn’t lose sight of what promises to be the most important split of the season.<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) shareholders are voting on the proposed stock split on Aug. 4. If they vote in its favor, it will mean a significant catalyst for TSLA stock.</p><p>Let’s take a closer look at the potential Tesla stock split and why TSLA is still a buy as it approaches.</p><p><b>Inside the Tesla Stock Split</b></p><p>Investors have plenty of reason to approach TSLA stock with caution. It is up 3% today, but has still shed more than 27% of its value over the past six months. Supply chain constraints and broad market forces have made it difficult for high-growth tech stocks to thrive, but there have also been plenty of negative Tesla-specific catalysts.</p><p>The company’s second-quarter deliveries fell by 18%, disappointing many experts. CEO Elon Musk has classified Tesla’s factories as“gigantic money furnaces,” and more recently placed the company’s Shanghai and Berlin plants on a two week pause.</p><p>However, investors shouldn’t be confused by the bearish chatter. The majority of analysts remain bullish on TSLA stock. As<i>InvestorPlace</i>writer William White reports, experts from Deutsche Bank, Wedbush and Oppenheimer still regard it as a buy. They know while Tesla has had a difficult year, it still has the potential to keep growing, especially with the pending stock split.</p><p>No one should have any doubts that the Tesla stock split will move forward. It is still contingent on shareholder approval, but investors have strong incentive to vote in its favor. They remember that TSLA stock surged 80%in the weeks leading up to the 2020 split through its finalization.</p><p>After a difficult year, investors want to see Tesla soar back to its early 2022 highs. A stock split is a quick and easy path to a price per share of $1,000 at a time when Tesla has struggled significantly.</p><p><b>The Road Ahead for TSLA Stock</b></p><p>TSLA stock is still a buy ahead of the split. Granted, the proposal is for a 3-for-1 stock split, while the 2020 stock split was a 5-for-1. It may not yield gains of that magnitude, but it can absolutely trigger a trading frenzy as new investors rush to scoop up newly discounted TSLA shares. The company’s stock has plenty of potential to start rising, and when it does, investors who bought on the stock split dip will reap the benefits.</p><p>Tesla is already encouraging investors to vote in favor of the split. The company has made it clear that it feels the move is in the best interests of everyone, including shareholders. With history on its side, it’s hard to argue.</p><p>As<i>InvestorPlace</i>contributor Faizan Farooque recently noted, the stock has multiple growth levers that can propel it forward as market momentum shifts and bearish energy fades. The Tesla stock split is an opportunity for both new and current investors to profit.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is TSLA Stock a Buy Ahead of the Tesla Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs TSLA Stock a Buy Ahead of the Tesla Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called the shares into question.While it has been volatile, investors shouldn't be concerned about the ...</p>\n\n<a href=\"https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175896146","content_text":"The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called the shares into question.While it has been volatile, investors shouldn't be concerned about the potential split.The summer of stock splitsis just heating up. This week brought announcements from Gamestop(NYSE:GME) and Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), but investors shouldn’t lose sight of what promises to be the most important split of the season.Tesla(NASDAQ:TSLA) shareholders are voting on the proposed stock split on Aug. 4. If they vote in its favor, it will mean a significant catalyst for TSLA stock.Let’s take a closer look at the potential Tesla stock split and why TSLA is still a buy as it approaches.Inside the Tesla Stock SplitInvestors have plenty of reason to approach TSLA stock with caution. It is up 3% today, but has still shed more than 27% of its value over the past six months. Supply chain constraints and broad market forces have made it difficult for high-growth tech stocks to thrive, but there have also been plenty of negative Tesla-specific catalysts.The company’s second-quarter deliveries fell by 18%, disappointing many experts. CEO Elon Musk has classified Tesla’s factories as“gigantic money furnaces,” and more recently placed the company’s Shanghai and Berlin plants on a two week pause.However, investors shouldn’t be confused by the bearish chatter. The majority of analysts remain bullish on TSLA stock. AsInvestorPlacewriter William White reports, experts from Deutsche Bank, Wedbush and Oppenheimer still regard it as a buy. They know while Tesla has had a difficult year, it still has the potential to keep growing, especially with the pending stock split.No one should have any doubts that the Tesla stock split will move forward. It is still contingent on shareholder approval, but investors have strong incentive to vote in its favor. They remember that TSLA stock surged 80%in the weeks leading up to the 2020 split through its finalization.After a difficult year, investors want to see Tesla soar back to its early 2022 highs. A stock split is a quick and easy path to a price per share of $1,000 at a time when Tesla has struggled significantly.The Road Ahead for TSLA StockTSLA stock is still a buy ahead of the split. Granted, the proposal is for a 3-for-1 stock split, while the 2020 stock split was a 5-for-1. It may not yield gains of that magnitude, but it can absolutely trigger a trading frenzy as new investors rush to scoop up newly discounted TSLA shares. The company’s stock has plenty of potential to start rising, and when it does, investors who bought on the stock split dip will reap the benefits.Tesla is already encouraging investors to vote in favor of the split. The company has made it clear that it feels the move is in the best interests of everyone, including shareholders. With history on its side, it’s hard to argue.AsInvestorPlacecontributor Faizan Farooque recently noted, the stock has multiple growth levers that can propel it forward as market momentum shifts and bearish energy fades. The Tesla stock split is an opportunity for both new and current investors to profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046838435,"gmtCreate":1656325772627,"gmtModify":1676535806284,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046838435","repostId":"1189103894","repostType":2,"repost":{"id":"1189103894","pubTimestamp":1656320720,"share":"https://www.laohu8.com/m/news/1189103894?lang=&edition=full","pubTime":"2022-06-27 17:05","market":"us","language":"en","title":"Tencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1189103894","media":"Benzinga","summary":"Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holdi","content":"<html><head></head><body><ul><li>Naspers subsidiary Prosus NV sold more than 131.8 million shares in <b><a href=\"https://laohu8.com/S/JD\">JD.com</a></b> it got from <b><a href=\"https://laohu8.com/S/TCEHY\">Tencent Holding Ltd.</a>,</b> about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form part of the group’s core strategic focus,” it said in a filing Monday. <b><a href=\"https://laohu8.com/S/JD\">JD.com</a></b> jumped over 5% in premarket trading.</li></ul><ul><li>Wall Street expects <b>NIKE, Inc.</b> to report quarterly earnings at $0.81 per share on revenue of $12.07 billion after the closing bell. Nike shares fell 0.1% to $112.76 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> and <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>&#39;s two investigational omicron-specific COVID-19 vaccines elicited robust immune response against the strain and its subvariants, according to data from a phase 2/3 study released June 25. <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b> rose nearly 5% in premarket trading.</li><li><b>Borqs Technologies, Inc.</b> reported a 1-for-16 reverse stock split, effective June 27. Borqs Technologies shares dipped 16.7% to $0.1480 in the after-hours trading session.</li><li>Analysts are expecting <b>Jefferies Financial Group Inc.</b> to have earned $0.51 per share on revenue of $1.26 billion for the latest quarter. The company will release earnings after the markets close. Jefferies Financial shares fell 0.1% to $27.82 in after-hours trading.</li></ul><ul><li><b>Four Corners Property Trust, Inc.</b> reported the acquisition of a DaVita Kidney Care property for $2.2 million. FCPT shares gained 1.6% to close at $27.06 on Friday.</li><li>Analysts expect <b>Concentrix Corporation</b> to post quarterly earnings at $2.84 per share on revenue of $1.58 billion after the closing bell. Concentrix shares slipped 0.1% to $145.24 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","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>Tencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch</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\">\nTencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holding Ltd., about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRQS":"播思科技","JD":"京东","CNXC":"Concentrix Corp","JEF":"杰富瑞","NKE":"耐克","FCPT":"Four Corners Property Trust, Inc.","TCEHY":"腾讯控股ADR"},"source_url":"https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189103894","content_text":"Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holding Ltd., about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form part of the group’s core strategic focus,” it said in a filing Monday. JD.com jumped over 5% in premarket trading.Wall Street expects NIKE, Inc. to report quarterly earnings at $0.81 per share on revenue of $12.07 billion after the closing bell. Nike shares fell 0.1% to $112.76 in after-hours trading.Pfizer and BioNTech SE's two investigational omicron-specific COVID-19 vaccines elicited robust immune response against the strain and its subvariants, according to data from a phase 2/3 study released June 25. BioNTech SE rose nearly 5% in premarket trading.Borqs Technologies, Inc. reported a 1-for-16 reverse stock split, effective June 27. Borqs Technologies shares dipped 16.7% to $0.1480 in the after-hours trading session.Analysts are expecting Jefferies Financial Group Inc. to have earned $0.51 per share on revenue of $1.26 billion for the latest quarter. The company will release earnings after the markets close. Jefferies Financial shares fell 0.1% to $27.82 in after-hours trading.Four Corners Property Trust, Inc. reported the acquisition of a DaVita Kidney Care property for $2.2 million. FCPT shares gained 1.6% to close at $27.06 on Friday.Analysts expect Concentrix Corporation to post quarterly earnings at $2.84 per share on revenue of $1.58 billion after the closing bell. Concentrix shares slipped 0.1% to $145.24 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088042966,"gmtCreate":1650294009761,"gmtModify":1676534688870,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088042966","repostId":"1110369912","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010513606,"gmtCreate":1648426714258,"gmtModify":1676534336058,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay 👌&nbsp;","listText":"Okay 👌&nbsp;","text":"Okay 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010513606","repostId":"1134126343","repostType":2,"repost":{"id":"1134126343","pubTimestamp":1648423444,"share":"https://www.laohu8.com/m/news/1134126343?lang=&edition=full","pubTime":"2022-03-28 07:24","market":"us","language":"en","title":"U.S. Stocks Poised for Flat Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134126343","media":"Barron's","summary":"U.S. stocks are set to open flat on Monday. On Sunday night, Dow Jones Industrial Average futures we","content":"<html><head></head><body><p>U.S. stocks are set to open flat on Monday. On Sunday night, Dow Jones Industrial Average futures were unchanged, while the S&amp;P 500 futures gained 0.03% and Nasdaq Composite futures gained 0.03%.</p><p>This week’s earnings include: Jefferies Financial Group on Monday; Chewy, Lululemon Athletica, McCormick, Micron Technology, and PVH on Tuesday; BioNTech and Paychex on Wednesday; and Walgreens Boots Alliance on Thursday.</p><p>Notable economic events this week include: On Tuesday, the Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey for February, and S&amp;P CoreLogic reports its Case-Shiller National Home Price Index for January. On Wednesday, ADP releases its National Employment Report for March, and the Bureau of Economic Analysis reports its final estimate for fourth-quarter gross-domestic-product growth. On Thursday, the Bureau of Economic Analysis will report personal income and expenditure statistics for February, and the Institute for Supply Management releases its Chicago Purchasing Managers Index for March. On Friday, the Bureau of Labor Statistics will report  the March jobs report, including nonfarm payrolls and the unemployment rate.</p><p><b>BioNTech, Chewy, Lululemon, Walgreens, and Other Stocks for Investors to Watch This Week</b></p><p>Earnings reports this week will include Chewy, Lululemon Athletica, and Micron Technology on Tuesday, BioNTech on Wednesday, and Walgreens Boots Alliance on Thursday.</p><p>Autodesk and SolarEdge Technologies will also hold investor events on Tuesday.</p><p>Other economic data out this week will include the Bureau of Labor Statistics’ Job Openings and Labor Turnover Survey and S&amp;P CoreLogic’s Case-Shiller National Home Price Index for January—both on Tuesday. On Thursday, the Bureau of Economic Analysis will report personal income and expenditure statistics for February.</p><p><b>Monday 3/28</b></p><p>Jefferies Financial Group reports first-quarter fiscal-2022 results.</p><p><b>The Federal Reserve</b> Bank of Dallas releases the Texas Manufacturing Outlook Survey for March. The consensus estimate is for a 12.5 reading, 1.5 points fewer than in February. The index has had a positive reading every month since July 2020, showing growth in the region’s manufacturing sector.</p><p><b>Tuesday 3/29</b></p><p>Chewy, Lululemon Athletica, McCormick, Micron Technology, and PVH release earnings. Autodesk and SolarEdge Technologies hold investor meetings.</p><p><b>The Bureau of Labor</b> Statistics releases the Job Openings and Labor Turnover Survey. Expectations are that there were 11.3 million job openings on February’s last business day, roughly even with January’s total. Unfilled jobs remain near record levels in an extremely tight labor market.</p><p><b>S&amp;P CoreLogic</b> releases the Case-Shiller National Home Price Index for January. Home prices are projected to have risen 18.8%, year over year, matching December’s increase. In 2021, homeowners enjoyed the largest appreciation in the 34 years in which the data have been collected—led by Phoenix, Tampa, and Miami, all with prices up by 27% or more.</p><p><b>Wednesday 3/30</b></p><p>ADP releases its National Employment Report for March. Consensus estimate is for a gain of 400,000 jobs in private-sector employment. Private-sector employment still lags behind prepandemic levels by three million.</p><p>BioNTech and Paychex report quarterly results.</p><p><b>The Bureau of Economic</b> Analysis reports its final estimate for fourth-quarter gross-domestic-product growth. Economists forecast that GDP grew at a seasonally adjusted annual rate of 7%, unchanged from the BEA’s second estimate.</p><p><b>Thursday 3/31</b></p><p>Walgreens Boots Alliance holds a conference call to discuss its earnings.</p><p><b>The Institute for Supply</b> Management releases its Chicago Purchasing Managers Index for March. Expectations are for a 56.5 reading, roughly even with the February figure.</p><p><b>The BEA reports</b> on personal income and expenditure for February. Income is projected to have increased by 0.6%, month over month, while spending is expected to have risen by 0.3%. This compares with a flat reading and 2.1% rise, respectively, in January.</p><p><b>Friday 4/1</b></p><p><b>The BLS releases</b> the jobs report for March. Economists forecast a gain of 450,000 in nonfarm payrolls, compared with 678,000 in February. The unemployment rate is seen edging lower to 3.7%, from 3.8%. The previous two releases saw a combined upside surprise to the consensus of 633,000 additional jobs, as the jobless rate nears the February 2020 level of 3.5% which matched a half-century low.</p></body></html>","source":"lsy1610680873436","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>U.S. Stocks Poised for Flat Open on Monday</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\">\nU.S. Stocks Poised for Flat Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/u-s-stocks-poised-for-flat-open-on-monday-51648420342?mod=hp_LEAD_3><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are set to open flat on Monday. On Sunday night, Dow Jones Industrial Average futures were unchanged, while the S&P 500 futures gained 0.03% and Nasdaq Composite futures gained 0.03%.This ...</p>\n\n<a href=\"https://www.barrons.com/articles/u-s-stocks-poised-for-flat-open-on-monday-51648420342?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/u-s-stocks-poised-for-flat-open-on-monday-51648420342?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134126343","content_text":"U.S. stocks are set to open flat on Monday. On Sunday night, Dow Jones Industrial Average futures were unchanged, while the S&P 500 futures gained 0.03% and Nasdaq Composite futures gained 0.03%.This week’s earnings include: Jefferies Financial Group on Monday; Chewy, Lululemon Athletica, McCormick, Micron Technology, and PVH on Tuesday; BioNTech and Paychex on Wednesday; and Walgreens Boots Alliance on Thursday.Notable economic events this week include: On Tuesday, the Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey for February, and S&P CoreLogic reports its Case-Shiller National Home Price Index for January. On Wednesday, ADP releases its National Employment Report for March, and the Bureau of Economic Analysis reports its final estimate for fourth-quarter gross-domestic-product growth. On Thursday, the Bureau of Economic Analysis will report personal income and expenditure statistics for February, and the Institute for Supply Management releases its Chicago Purchasing Managers Index for March. On Friday, the Bureau of Labor Statistics will report  the March jobs report, including nonfarm payrolls and the unemployment rate.BioNTech, Chewy, Lululemon, Walgreens, and Other Stocks for Investors to Watch This WeekEarnings reports this week will include Chewy, Lululemon Athletica, and Micron Technology on Tuesday, BioNTech on Wednesday, and Walgreens Boots Alliance on Thursday.Autodesk and SolarEdge Technologies will also hold investor events on Tuesday.Other economic data out this week will include the Bureau of Labor Statistics’ Job Openings and Labor Turnover Survey and S&P CoreLogic’s Case-Shiller National Home Price Index for January—both on Tuesday. On Thursday, the Bureau of Economic Analysis will report personal income and expenditure statistics for February.Monday 3/28Jefferies Financial Group reports first-quarter fiscal-2022 results.The Federal Reserve Bank of Dallas releases the Texas Manufacturing Outlook Survey for March. The consensus estimate is for a 12.5 reading, 1.5 points fewer than in February. The index has had a positive reading every month since July 2020, showing growth in the region’s manufacturing sector.Tuesday 3/29Chewy, Lululemon Athletica, McCormick, Micron Technology, and PVH release earnings. Autodesk and SolarEdge Technologies hold investor meetings.The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Expectations are that there were 11.3 million job openings on February’s last business day, roughly even with January’s total. Unfilled jobs remain near record levels in an extremely tight labor market.S&P CoreLogic releases the Case-Shiller National Home Price Index for January. Home prices are projected to have risen 18.8%, year over year, matching December’s increase. In 2021, homeowners enjoyed the largest appreciation in the 34 years in which the data have been collected—led by Phoenix, Tampa, and Miami, all with prices up by 27% or more.Wednesday 3/30ADP releases its National Employment Report for March. Consensus estimate is for a gain of 400,000 jobs in private-sector employment. Private-sector employment still lags behind prepandemic levels by three million.BioNTech and Paychex report quarterly results.The Bureau of Economic Analysis reports its final estimate for fourth-quarter gross-domestic-product growth. Economists forecast that GDP grew at a seasonally adjusted annual rate of 7%, unchanged from the BEA’s second estimate.Thursday 3/31Walgreens Boots Alliance holds a conference call to discuss its earnings.The Institute for Supply Management releases its Chicago Purchasing Managers Index for March. Expectations are for a 56.5 reading, roughly even with the February figure.The BEA reports on personal income and expenditure for February. Income is projected to have increased by 0.6%, month over month, while spending is expected to have risen by 0.3%. This compares with a flat reading and 2.1% rise, respectively, in January.Friday 4/1The BLS releases the jobs report for March. Economists forecast a gain of 450,000 in nonfarm payrolls, compared with 678,000 in February. The unemployment rate is seen edging lower to 3.7%, from 3.8%. The previous two releases saw a combined upside surprise to the consensus of 633,000 additional jobs, as the jobless rate nears the February 2020 level of 3.5% which matched a half-century low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032482599,"gmtCreate":1647424583331,"gmtModify":1676534228154,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032482599","repostId":"1182284497","repostType":4,"repost":{"id":"1182284497","pubTimestamp":1647421479,"share":"https://www.laohu8.com/m/news/1182284497?lang=&edition=full","pubTime":"2022-03-16 17:04","market":"us","language":"en","title":"Jabil, Caleres, WSM, Kingsoft Cloud and Lennar: What to Watch in the Stock Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1182284497","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects Jabil Inc. JBL to repo","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>Wall Street expects Jabil Inc. JBL to report quarterly earnings at $1.47 per share on revenue of $7.43 billion before the opening bell. Jabil shares rose 1.2% to $56.50 in after-hours trading.</p><p>Caleres CAL reported better-than-expected results for its fourth quarter and issued strong FY22 earnings guidance. The company also added 7 million shares to its buyback plan. Caleres shares gained 4.4% to $20.60 in the after-hours trading session.</p><p>Analysts are expecting Williams-Sonoma, Inc. WSM to have earned $4.82 per share on revenue of $2.58 billion for the latest quarter. The company will release earnings after the markets close. Williams-Sonoma shares slipped 0.1% to $148.49 in pre-market trading.</p><p>Kingsoft Cloud Holdings Limited KC  said it is weighing a dual listing of shares on the Hong Kong Stock Exchange. Kingsoft Cloud shares jumped 5.3% to $3.38 in after-hours trading, following a 25% surge in regular trading hours.</p><p>Analysts expect Lennar Corporation LEN to post quarterly earnings at $2.60 per share on revenue of $6.08 billion after the closing bell. Lennar shares rose 0.1% to $86.33 in after-hours trading.</p></body></html>","source":"lsy1606299360108","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>Jabil, Caleres, WSM, Kingsoft Cloud and Lennar: What to Watch in the Stock Market Today</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\">\nJabil, Caleres, WSM, Kingsoft Cloud and Lennar: What to Watch in the Stock Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-16 17:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/03/26159038/5-stocks-to-watch-for-march-16-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Wall Street expects Jabil Inc. JBL to report quarterly earnings at $1.47 per share on revenue of $7.43 billion before the opening bell. Jabil ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/03/26159038/5-stocks-to-watch-for-march-16-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAL":"Caleres鞋业","JBL":"捷普科技","WSM":"Williams-Sonoma Inc","KC":"金山云","LEN":"莱纳建筑公司"},"source_url":"https://www.benzinga.com/news/earnings/22/03/26159038/5-stocks-to-watch-for-march-16-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182284497","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Jabil Inc. JBL to report quarterly earnings at $1.47 per share on revenue of $7.43 billion before the opening bell. Jabil shares rose 1.2% to $56.50 in after-hours trading.Caleres CAL reported better-than-expected results for its fourth quarter and issued strong FY22 earnings guidance. The company also added 7 million shares to its buyback plan. Caleres shares gained 4.4% to $20.60 in the after-hours trading session.Analysts are expecting Williams-Sonoma, Inc. WSM to have earned $4.82 per share on revenue of $2.58 billion for the latest quarter. The company will release earnings after the markets close. Williams-Sonoma shares slipped 0.1% to $148.49 in pre-market trading.Kingsoft Cloud Holdings Limited KC  said it is weighing a dual listing of shares on the Hong Kong Stock Exchange. Kingsoft Cloud shares jumped 5.3% to $3.38 in after-hours trading, following a 25% surge in regular trading hours.Analysts expect Lennar Corporation LEN to post quarterly earnings at $2.60 per share on revenue of $6.08 billion after the closing bell. Lennar shares rose 0.1% to $86.33 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9010513606,"gmtCreate":1648426714258,"gmtModify":1676534336058,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay 👌&nbsp;","listText":"Okay 👌&nbsp;","text":"Okay 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010513606","repostId":"1134126343","repostType":2,"repost":{"id":"1134126343","pubTimestamp":1648423444,"share":"https://www.laohu8.com/m/news/1134126343?lang=&edition=full","pubTime":"2022-03-28 07:24","market":"us","language":"en","title":"U.S. Stocks Poised for Flat Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134126343","media":"Barron's","summary":"U.S. stocks are set to open flat on Monday. On Sunday night, Dow Jones Industrial Average futures we","content":"<html><head></head><body><p>U.S. stocks are set to open flat on Monday. On Sunday night, Dow Jones Industrial Average futures were unchanged, while the S&amp;P 500 futures gained 0.03% and Nasdaq Composite futures gained 0.03%.</p><p>This week’s earnings include: Jefferies Financial Group on Monday; Chewy, Lululemon Athletica, McCormick, Micron Technology, and PVH on Tuesday; BioNTech and Paychex on Wednesday; and Walgreens Boots Alliance on Thursday.</p><p>Notable economic events this week include: On Tuesday, the Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey for February, and S&amp;P CoreLogic reports its Case-Shiller National Home Price Index for January. On Wednesday, ADP releases its National Employment Report for March, and the Bureau of Economic Analysis reports its final estimate for fourth-quarter gross-domestic-product growth. On Thursday, the Bureau of Economic Analysis will report personal income and expenditure statistics for February, and the Institute for Supply Management releases its Chicago Purchasing Managers Index for March. On Friday, the Bureau of Labor Statistics will report  the March jobs report, including nonfarm payrolls and the unemployment rate.</p><p><b>BioNTech, Chewy, Lululemon, Walgreens, and Other Stocks for Investors to Watch This Week</b></p><p>Earnings reports this week will include Chewy, Lululemon Athletica, and Micron Technology on Tuesday, BioNTech on Wednesday, and Walgreens Boots Alliance on Thursday.</p><p>Autodesk and SolarEdge Technologies will also hold investor events on Tuesday.</p><p>Other economic data out this week will include the Bureau of Labor Statistics’ Job Openings and Labor Turnover Survey and S&amp;P CoreLogic’s Case-Shiller National Home Price Index for January—both on Tuesday. On Thursday, the Bureau of Economic Analysis will report personal income and expenditure statistics for February.</p><p><b>Monday 3/28</b></p><p>Jefferies Financial Group reports first-quarter fiscal-2022 results.</p><p><b>The Federal Reserve</b> Bank of Dallas releases the Texas Manufacturing Outlook Survey for March. The consensus estimate is for a 12.5 reading, 1.5 points fewer than in February. The index has had a positive reading every month since July 2020, showing growth in the region’s manufacturing sector.</p><p><b>Tuesday 3/29</b></p><p>Chewy, Lululemon Athletica, McCormick, Micron Technology, and PVH release earnings. Autodesk and SolarEdge Technologies hold investor meetings.</p><p><b>The Bureau of Labor</b> Statistics releases the Job Openings and Labor Turnover Survey. Expectations are that there were 11.3 million job openings on February’s last business day, roughly even with January’s total. Unfilled jobs remain near record levels in an extremely tight labor market.</p><p><b>S&amp;P CoreLogic</b> releases the Case-Shiller National Home Price Index for January. Home prices are projected to have risen 18.8%, year over year, matching December’s increase. In 2021, homeowners enjoyed the largest appreciation in the 34 years in which the data have been collected—led by Phoenix, Tampa, and Miami, all with prices up by 27% or more.</p><p><b>Wednesday 3/30</b></p><p>ADP releases its National Employment Report for March. Consensus estimate is for a gain of 400,000 jobs in private-sector employment. Private-sector employment still lags behind prepandemic levels by three million.</p><p>BioNTech and Paychex report quarterly results.</p><p><b>The Bureau of Economic</b> Analysis reports its final estimate for fourth-quarter gross-domestic-product growth. Economists forecast that GDP grew at a seasonally adjusted annual rate of 7%, unchanged from the BEA’s second estimate.</p><p><b>Thursday 3/31</b></p><p>Walgreens Boots Alliance holds a conference call to discuss its earnings.</p><p><b>The Institute for Supply</b> Management releases its Chicago Purchasing Managers Index for March. Expectations are for a 56.5 reading, roughly even with the February figure.</p><p><b>The BEA reports</b> on personal income and expenditure for February. Income is projected to have increased by 0.6%, month over month, while spending is expected to have risen by 0.3%. This compares with a flat reading and 2.1% rise, respectively, in January.</p><p><b>Friday 4/1</b></p><p><b>The BLS releases</b> the jobs report for March. Economists forecast a gain of 450,000 in nonfarm payrolls, compared with 678,000 in February. The unemployment rate is seen edging lower to 3.7%, from 3.8%. The previous two releases saw a combined upside surprise to the consensus of 633,000 additional jobs, as the jobless rate nears the February 2020 level of 3.5% which matched a half-century low.</p></body></html>","source":"lsy1610680873436","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>U.S. Stocks Poised for Flat Open on Monday</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\">\nU.S. Stocks Poised for Flat Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/u-s-stocks-poised-for-flat-open-on-monday-51648420342?mod=hp_LEAD_3><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are set to open flat on Monday. On Sunday night, Dow Jones Industrial Average futures were unchanged, while the S&P 500 futures gained 0.03% and Nasdaq Composite futures gained 0.03%.This ...</p>\n\n<a href=\"https://www.barrons.com/articles/u-s-stocks-poised-for-flat-open-on-monday-51648420342?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/u-s-stocks-poised-for-flat-open-on-monday-51648420342?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134126343","content_text":"U.S. stocks are set to open flat on Monday. On Sunday night, Dow Jones Industrial Average futures were unchanged, while the S&P 500 futures gained 0.03% and Nasdaq Composite futures gained 0.03%.This week’s earnings include: Jefferies Financial Group on Monday; Chewy, Lululemon Athletica, McCormick, Micron Technology, and PVH on Tuesday; BioNTech and Paychex on Wednesday; and Walgreens Boots Alliance on Thursday.Notable economic events this week include: On Tuesday, the Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey for February, and S&P CoreLogic reports its Case-Shiller National Home Price Index for January. On Wednesday, ADP releases its National Employment Report for March, and the Bureau of Economic Analysis reports its final estimate for fourth-quarter gross-domestic-product growth. On Thursday, the Bureau of Economic Analysis will report personal income and expenditure statistics for February, and the Institute for Supply Management releases its Chicago Purchasing Managers Index for March. On Friday, the Bureau of Labor Statistics will report  the March jobs report, including nonfarm payrolls and the unemployment rate.BioNTech, Chewy, Lululemon, Walgreens, and Other Stocks for Investors to Watch This WeekEarnings reports this week will include Chewy, Lululemon Athletica, and Micron Technology on Tuesday, BioNTech on Wednesday, and Walgreens Boots Alliance on Thursday.Autodesk and SolarEdge Technologies will also hold investor events on Tuesday.Other economic data out this week will include the Bureau of Labor Statistics’ Job Openings and Labor Turnover Survey and S&P CoreLogic’s Case-Shiller National Home Price Index for January—both on Tuesday. On Thursday, the Bureau of Economic Analysis will report personal income and expenditure statistics for February.Monday 3/28Jefferies Financial Group reports first-quarter fiscal-2022 results.The Federal Reserve Bank of Dallas releases the Texas Manufacturing Outlook Survey for March. The consensus estimate is for a 12.5 reading, 1.5 points fewer than in February. The index has had a positive reading every month since July 2020, showing growth in the region’s manufacturing sector.Tuesday 3/29Chewy, Lululemon Athletica, McCormick, Micron Technology, and PVH release earnings. Autodesk and SolarEdge Technologies hold investor meetings.The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Expectations are that there were 11.3 million job openings on February’s last business day, roughly even with January’s total. Unfilled jobs remain near record levels in an extremely tight labor market.S&P CoreLogic releases the Case-Shiller National Home Price Index for January. Home prices are projected to have risen 18.8%, year over year, matching December’s increase. In 2021, homeowners enjoyed the largest appreciation in the 34 years in which the data have been collected—led by Phoenix, Tampa, and Miami, all with prices up by 27% or more.Wednesday 3/30ADP releases its National Employment Report for March. Consensus estimate is for a gain of 400,000 jobs in private-sector employment. Private-sector employment still lags behind prepandemic levels by three million.BioNTech and Paychex report quarterly results.The Bureau of Economic Analysis reports its final estimate for fourth-quarter gross-domestic-product growth. Economists forecast that GDP grew at a seasonally adjusted annual rate of 7%, unchanged from the BEA’s second estimate.Thursday 3/31Walgreens Boots Alliance holds a conference call to discuss its earnings.The Institute for Supply Management releases its Chicago Purchasing Managers Index for March. Expectations are for a 56.5 reading, roughly even with the February figure.The BEA reports on personal income and expenditure for February. Income is projected to have increased by 0.6%, month over month, while spending is expected to have risen by 0.3%. This compares with a flat reading and 2.1% rise, respectively, in January.Friday 4/1The BLS releases the jobs report for March. Economists forecast a gain of 450,000 in nonfarm payrolls, compared with 678,000 in February. The unemployment rate is seen edging lower to 3.7%, from 3.8%. The previous two releases saw a combined upside surprise to the consensus of 633,000 additional jobs, as the jobless rate nears the February 2020 level of 3.5% which matched a half-century low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088042966,"gmtCreate":1650294009761,"gmtModify":1676534688870,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088042966","repostId":"1110369912","repostType":4,"repost":{"id":"1110369912","pubTimestamp":1650292604,"share":"https://www.laohu8.com/m/news/1110369912?lang=&edition=full","pubTime":"2022-04-18 22:36","market":"us","language":"en","title":"Electric Vehicle Roundup: Tesla and Rivian in the Spotlight, Supply Chain Worries Weigh","url":"https://stock-news.laohu8.com/highlight/detail?id=1110369912","media":"Seeking Alpha","summary":"The electric vehicle sector turned lower in early trading on Monday after COVID developments in Chin","content":"<html><head></head><body><p>The electric vehicle sector turned lower in early trading on Monday after COVID developments in China set off worries about more production halts and supply chain snarls that could impact production.</p><p>The government in Shanghai has reportedly set a new target of zero cases at the community level by April 20, which means no new cases outside of quarantined zones. That may be a tough standard after 23,643 new local infections Shanghai were reported for April 16, of which 722 were from outside the quarantined areas. The city also reported 19,831 new daily asymptomatic COVID-19 cases on April 17, as well as three deaths to mark the first fatalities during the current COVID outbreak in the region</p><p>Notable electric vehicle stock decliners included Mullen Automotive(MULN-11.6%), Volta Inc.(VLTA-6.3%), Aurora Innovation(AUR-4.5%), Electric Last Mile Solutions(ELMS-4.5%), QuantumScape(QS-4.9%), Rivian Automotive(NASDAQ:RIVN-5.9%), Proterra(PTRA-4.7%), XPeng(XPEV-2.9%), Volcon(NASDAQ:VLCN-5.1%)and Nio(NIO-2.8%).</p><p>Tesla (NASDAQ:TSLA) is holding up better than most in the EV sector with a 0.05% tick higher to $985.33. Earlier on Monday, ARK Invest&#39;s Cathie WoodprojectedTesla&#39;s (TSLA) share price could hit $4,600 per share by 2026. Piper Sandler also reminded investors that vertical integration is at the core of Tesla&#39;s (TSLA) EV advantage because the supply chain is said to be immature and cannot be relied upon to scale up quickly.</p><p>Piper also spoke favorably about Rivian Automotive (RIVN). The electric vehicle upstart is said to be singularly aware of what it takes to be the Next Tesla.</p><p>Analyst Alexander Potter: &#34;Vertical integration is costly, and there are no shortcuts. In its early days, Tesla dealt with delays, quality problems, and staggering cash burn. Rivian must endure this period, just as Tesla did. But we think the payoff will be worth it, because Rivian has a chance to consolidate three large segments of the auto market before Tesla releases competing products. And RIVN is insulated from many of the near-term headwinds.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric Vehicle Roundup: Tesla and Rivian in the Spotlight, Supply Chain Worries Weigh</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\">\nElectric Vehicle Roundup: Tesla and Rivian in the Spotlight, Supply Chain Worries Weigh\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 22:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3823882-electric-vehicle-roundup-tesla-and-rivian-in-the-spotlight-supply-chain-worries-weigh><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric vehicle sector turned lower in early trading on Monday after COVID developments in China set off worries about more production halts and supply chain snarls that could impact production....</p>\n\n<a href=\"https://seekingalpha.com/news/3823882-electric-vehicle-roundup-tesla-and-rivian-in-the-spotlight-supply-chain-worries-weigh\">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","RIVN":"Rivian Automotive, Inc."},"source_url":"https://seekingalpha.com/news/3823882-electric-vehicle-roundup-tesla-and-rivian-in-the-spotlight-supply-chain-worries-weigh","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110369912","content_text":"The electric vehicle sector turned lower in early trading on Monday after COVID developments in China set off worries about more production halts and supply chain snarls that could impact production.The government in Shanghai has reportedly set a new target of zero cases at the community level by April 20, which means no new cases outside of quarantined zones. That may be a tough standard after 23,643 new local infections Shanghai were reported for April 16, of which 722 were from outside the quarantined areas. The city also reported 19,831 new daily asymptomatic COVID-19 cases on April 17, as well as three deaths to mark the first fatalities during the current COVID outbreak in the regionNotable electric vehicle stock decliners included Mullen Automotive(MULN-11.6%), Volta Inc.(VLTA-6.3%), Aurora Innovation(AUR-4.5%), Electric Last Mile Solutions(ELMS-4.5%), QuantumScape(QS-4.9%), Rivian Automotive(NASDAQ:RIVN-5.9%), Proterra(PTRA-4.7%), XPeng(XPEV-2.9%), Volcon(NASDAQ:VLCN-5.1%)and Nio(NIO-2.8%).Tesla (NASDAQ:TSLA) is holding up better than most in the EV sector with a 0.05% tick higher to $985.33. Earlier on Monday, ARK Invest's Cathie WoodprojectedTesla's (TSLA) share price could hit $4,600 per share by 2026. Piper Sandler also reminded investors that vertical integration is at the core of Tesla's (TSLA) EV advantage because the supply chain is said to be immature and cannot be relied upon to scale up quickly.Piper also spoke favorably about Rivian Automotive (RIVN). The electric vehicle upstart is said to be singularly aware of what it takes to be the Next Tesla.Analyst Alexander Potter: \"Vertical integration is costly, and there are no shortcuts. In its early days, Tesla dealt with delays, quality problems, and staggering cash burn. Rivian must endure this period, just as Tesla did. But we think the payoff will be worth it, because Rivian has a chance to consolidate three large segments of the auto market before Tesla releases competing products. And RIVN is insulated from many of the near-term headwinds.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032482599,"gmtCreate":1647424583331,"gmtModify":1676534228154,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032482599","repostId":"1182284497","repostType":4,"repost":{"id":"1182284497","pubTimestamp":1647421479,"share":"https://www.laohu8.com/m/news/1182284497?lang=&edition=full","pubTime":"2022-03-16 17:04","market":"us","language":"en","title":"Jabil, Caleres, WSM, Kingsoft Cloud and Lennar: What to Watch in the Stock Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1182284497","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects Jabil Inc. JBL to repo","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>Wall Street expects Jabil Inc. JBL to report quarterly earnings at $1.47 per share on revenue of $7.43 billion before the opening bell. Jabil shares rose 1.2% to $56.50 in after-hours trading.</p><p>Caleres CAL reported better-than-expected results for its fourth quarter and issued strong FY22 earnings guidance. The company also added 7 million shares to its buyback plan. Caleres shares gained 4.4% to $20.60 in the after-hours trading session.</p><p>Analysts are expecting Williams-Sonoma, Inc. WSM to have earned $4.82 per share on revenue of $2.58 billion for the latest quarter. The company will release earnings after the markets close. Williams-Sonoma shares slipped 0.1% to $148.49 in pre-market trading.</p><p>Kingsoft Cloud Holdings Limited KC  said it is weighing a dual listing of shares on the Hong Kong Stock Exchange. Kingsoft Cloud shares jumped 5.3% to $3.38 in after-hours trading, following a 25% surge in regular trading hours.</p><p>Analysts expect Lennar Corporation LEN to post quarterly earnings at $2.60 per share on revenue of $6.08 billion after the closing bell. Lennar shares rose 0.1% to $86.33 in after-hours trading.</p></body></html>","source":"lsy1606299360108","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>Jabil, Caleres, WSM, Kingsoft Cloud and Lennar: What to Watch in the Stock Market Today</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\">\nJabil, Caleres, WSM, Kingsoft Cloud and Lennar: What to Watch in the Stock Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-16 17:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/03/26159038/5-stocks-to-watch-for-march-16-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Wall Street expects Jabil Inc. JBL to report quarterly earnings at $1.47 per share on revenue of $7.43 billion before the opening bell. Jabil ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/03/26159038/5-stocks-to-watch-for-march-16-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAL":"Caleres鞋业","JBL":"捷普科技","WSM":"Williams-Sonoma Inc","KC":"金山云","LEN":"莱纳建筑公司"},"source_url":"https://www.benzinga.com/news/earnings/22/03/26159038/5-stocks-to-watch-for-march-16-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182284497","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Jabil Inc. JBL to report quarterly earnings at $1.47 per share on revenue of $7.43 billion before the opening bell. Jabil shares rose 1.2% to $56.50 in after-hours trading.Caleres CAL reported better-than-expected results for its fourth quarter and issued strong FY22 earnings guidance. The company also added 7 million shares to its buyback plan. Caleres shares gained 4.4% to $20.60 in the after-hours trading session.Analysts are expecting Williams-Sonoma, Inc. WSM to have earned $4.82 per share on revenue of $2.58 billion for the latest quarter. The company will release earnings after the markets close. Williams-Sonoma shares slipped 0.1% to $148.49 in pre-market trading.Kingsoft Cloud Holdings Limited KC  said it is weighing a dual listing of shares on the Hong Kong Stock Exchange. Kingsoft Cloud shares jumped 5.3% to $3.38 in after-hours trading, following a 25% surge in regular trading hours.Analysts expect Lennar Corporation LEN to post quarterly earnings at $2.60 per share on revenue of $6.08 billion after the closing bell. Lennar shares rose 0.1% to $86.33 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906012875,"gmtCreate":1659453017401,"gmtModify":1705980512198,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906012875","repostId":"1188690484","repostType":4,"repost":{"id":"1188690484","pubTimestamp":1659454673,"share":"https://www.laohu8.com/m/news/1188690484?lang=&edition=full","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"Alibaba: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1188690484","media":"Seeking Alpha","summary":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17.</li><li>The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.</li><li>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model.</li></ul><p><b>Thesis</b></p><p>I am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett&#39;s key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world&#39;s biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China&#39;s cloud market with about37% market share. China&#39;s cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party&#39;s5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba&#39;sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company&#39;s market capitalization. Moreover, Alibaba&#39;s business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock&#39;s undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba&#39;s extremely depressed valuation - now the company&#39;s stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba&#39;s headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal &#39;till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock&#39;s beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company&#39;s idiosyncratic market risk.</li><li>To derive Baidu&#39;s tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba&#39;s high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba&#39;s required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba&#39;s short/mid-term business monetization accordingly.</p><p>Secondly, China&#39;s internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba&#39;s sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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: Be Greedy When Others Are Fearful</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: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071874322,"gmtCreate":1657513836866,"gmtModify":1676536018414,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌 good 👍&nbsp;","listText":"👌 good 👍&nbsp;","text":"👌 good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071874322","repostId":"2250787776","repostType":2,"repost":{"id":"2250787776","pubTimestamp":1657524287,"share":"https://www.laohu8.com/m/news/2250787776?lang=&edition=full","pubTime":"2022-07-11 15:24","market":"us","language":"en","title":"Alibaba's Logistics Model Boosts Operating Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2250787776","media":"seekingalpha","summary":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN)","content":"<html><head></head><body><h2>Introduction</h2><p>Headlines note that <a href=\"https://laohu8.com/S/BABA\">Alibaba </a> has higher operating margins than JD (JD) and Amazon (AMZN) since they&#39;re not burdened with a meaningful low-margin first-party (&#34;1P&#34;) business. My thesis is that Alibaba&#39;s asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.</p><p>We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.</p><p>At the time of this writing, 100 RMB equals $15.</p><h2>The Numbers</h2><p>Alibaba&#39;s logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we&#39;re interested in to see how things measure up against Alibaba&#39;s GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba&#39;s GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don&#39;t get a free lunch; logistics fees are paid to Cainiao&#39;s capital-intensive partners.</p><p>JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in <i>all of Alibaba</i> through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1a7e67d1ea740886d0daf762f016277\" tg-width=\"800\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/><span>2021 JD Logistics income statement (2021 JD Logistics results)</span></p><p>Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&amp;D and RMB 2,867 G&amp;A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD&#39;s RMB 3,300 billion GMV.</p><p>Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don&#39;t mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD&#39;s obfuscation of the breakdown between 1P and 3P. Amazon doesn&#39;t break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon&#39;s 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.</p><p>Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3af5cfb904d0a889421c6b681accee9\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Alibaba operating income (Author&#39;s spreadsheet)</span></p><p>Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon&#39;s operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon&#39;s 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon&#39;s 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao&#39;s asset-light approach gives them flexibility such that the results are not devastating when they overspend.</p><h2>Alibaba Learned From <a href=\"https://laohu8.com/S/EBAY\">eBay</a>&#39;s Mistakes</h2><p>Some companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon&#39;s GMV has taken off since that time while eBay&#39;s has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it&#39;s just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.</p><h2>Serving External Customers Globally</h2><p>Again, 69% of Cainiao&#39;s revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:</p><blockquote>The latest step in Alibaba Group&#39;s global logistics expansion follows last month&#39;s launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. &#34;Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,&#34; said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.</blockquote><p>A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:</p><blockquote>For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)</blockquote><p>A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (&#34;SME&#34;) export business in South Korea:</p><blockquote>As part of the agreement, SMEs will be able to leverage Cainiao&#39;s one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. &#34;SMEs are the growth engines of the economy,&#34; said James Zhao, General Manager for Global Supply Chain, Cainiao Network. &#34;We are honoured to be selected as KOSME&#39;s official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. &#34;As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.</blockquote><p>An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao&#39;s flights from Malaysia to the UK that will service eBay B2B and B2C businesses.</p><h2>BABA Stock Valuation</h2><p>The 2020 Investor Day presentation shows 2 types of take rates defined as follows:</p><blockquote>1. Take rate for customer management revenue (&#34;CMR&#34;) and commission is the sum of CMR and commission <i>divided by China retail marketplace GMV</i>.</blockquote><blockquote>2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).</blockquote><p>The first type of take rate has not climbed the way I hoped it would over the last few years:</p><p>FY20: 3.7% or RMB 246,482 million/RMB 6,589 billion</p><p>FY21: 4.1% or RMB 306,070 million/RMB 7,494 billion</p><p>FY22: 3.9% or RMB 315,038 million/RMB 7,976 billion</p><p>The second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don&#39;t know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.</p><p>In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.</p><p>Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn&#39;t done a good job explaining the ROI from these costly efforts.</p><p>Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:</p><p>RMB 12,427 million intangible assets</p><p>RMB 9,093 million licensed copyrights</p><p>-------------------------</p><p>RMB 21,520 million</p><p>I view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b248cd92b1754834384db1976cea4ea7\" tg-width=\"800\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/><span>Alibaba core segments (2021 20-F)</span></p><p>The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.</p><p>Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31042549f3c5f045120a05678400eb0e\" tg-width=\"428\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba core EBITA (4Q22 release)</span></p><p>China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.</p><p>Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fb68801ce12c86554d314bd38be1cf4\" tg-width=\"795\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Alibaba segments (4Q22 release)</span></p><p>I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.</p><p>The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.</p><p>The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.</p><p>Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.</p><p>21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.</p><p>The market cap is less than my valuation range and I think the stock is undervalued.</p><p>Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Logistics Model Boosts Operating Margins</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's Logistics Model Boosts Operating Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 15:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins\">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","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4522562-alibaba-logistics-model-boosts-operating-margins","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2250787776","content_text":"IntroductionHeadlines note that Alibaba  has higher operating margins than JD (JD) and Amazon (AMZN) since they're not burdened with a meaningful low-margin first-party (\"1P\") business. My thesis is that Alibaba's asset-light logistics approach is another key reason as to why they have higher commerce operating margins than JD and Amazon.We look at FY22 for Alibaba through March 2022 and compare it with FY21 for JD and Amazon.At the time of this writing, 100 RMB equals $15.The NumbersAlibaba's logistics subsidiary, Cainiao, had FY22 revenue of RMB 66,808 million before inter-segment elimination. 69% of this was from external customers outside the Alibaba marketplace ecosystem such that revenue was RMB 46,107 million after inter-segment elimination. The difference, RMB 20,701 million, is what we're interested in to see how things measure up against Alibaba's GMV of RMB 8,317 billion. Once caveat is that we assume the logistics economics for internal and external customers do not have night and day differences. Operating losses for the RMB 46,107 million revenue from external customers are RMB 3,920 million such that RMB 50,027 million or 108.5% of this revenue goes to the cost of revenue and operating expenses. If we assume the economics are close to this on the internal side then on an operating level, about RMB 22,461 million was spent on logistics or RMB 20,701 million*1.085. This is miniscule relative to Alibaba's GMV; it is only 0.27% or RMB 22,461 million/RMB 8,317 billion. In other words, viewed through an operating income lens, for every $100 of GMV, Alibaba/Cainiao barely spends more than a quarter for its logistics. Alibaba marketplace consumers don't get a free lunch; logistics fees are paid to Cainiao's capital-intensive partners.JD has a much more capital intensive model for logistics. One clue for this is the employee count of 316,382 in the 2021 JD Logistics (OTCPK:JDLGF) results. There were only 254,941 employees in all of Alibaba through March 31st. The 2021 JD Logistics results show total revenue of RMB 104.7 billion and revenue from external customers of RMB 59.1 billion leaving revenue from internal customers of 45.6 billion. Here is the overall 2021 income statement for JD Logistics:2021 JD Logistics income statement (2021 JD Logistics results)Taking the RMB 104,693 million revenue and subtracting RMB 98,909 million cost of revenue, RMB 3,078 million sales and marketing, RMB 2,813 million R&D and RMB 2,867 G&A, I get an overall operating income loss of RMB 2,974 million such that RMB 107,667 million or 102.8% of revenue was spent on an operating level. If we assume again that the economics are not vastly different for internal and external customers then around RMB 46.9 billion was spent on logistics for internal customers on an operating income level or RMB 45.6 billion*1.028. This is 1.4% of JD's RMB 3,300 billion GMV.Logistics are even more capital intensive at Amazon but it can be a bit misleading if we don't mention that the take rate is higher such that a comparison on GMV alone is somewhat limited. Again, the employee count is telling; Amazon has 1,608,000 full-time and part-time employees and many of them are working in logistics. Unfortunately a comparison with Alibaba and JD based on 1P and 3P revenue would be too confusing seeing as there are factors such as JD's obfuscation of the breakdown between 1P and 3P. Amazon doesn't break down revenue for a separate logistics company in the 2021 financials but they do have a fulfillment expense line on the income statement in the amount of $75,111 million. I believe that a substantial majority of this is for internal customers from Amazon's 3P and 1P segments. Marketplace Pulse estimates their 2021 GMV to be $600 billion so this is 12.5% of GMV or $75,111 million/$600 billion.Excluding the cloud business for Alibaba and Amazon, we have operating income and operating margins as follows:Alibaba operating income (Author's spreadsheet)Given the numbers above, it is evident that the logistics model is very important for overall commerce operating margins. Doing a thought experiment on Amazon, it is a fun exercise to see what their overall commerce operating margin would look like if they had a fulfillment model that was less capital intensive. Assuming Amazon's operating margins for fulfillment are close to break-even, we can look at the ramifications for a hypothetical situation where they spend half as much in this area which would still be much more than what Alibaba spends. Amazon's 2021 fulfillment expense line is $75 billion and if they spent half this amount or $37.5 billion instead then their revenue would also be about $37.5 billion less. As such, Amazon's 2021 operating margin excluding AWS would be about 12% or $43,847 million/$370,120 million instead of the current percentage of 1.6% or $6,347 million/$407,620 million. Amazon has overspent on logistics in recent years and this has been a costly mistake given their asset-heavy approach. Cainiao's asset-light approach gives them flexibility such that the results are not devastating when they overspend.Alibaba Learned From eBay's MistakesSome companies obsess on operating margins such that they miss opportunities to make smart growth investments through income statement lines. Page 78 of The Everything Store talks about how eBay made this mistake. In 1998, then CEO Meg Whitman told Founder Pierre Omidyar that the last thing eBay wanted to do was manage warehouses like Amazon. Amazon's GMV has taken off since that time while eBay's has been flat for many years. Alibaba is not ignoring logistics investments and we can see that their GMV is rising; it's just that Alibaba is taking a careful approach and doing more outsourcing with the capital intensive parts than Amazon and JD.Serving External Customers GloballyAgain, 69% of Cainiao's revenue is from external customers. Like Amazon and JD, Alibaba is making considerable logistics investments for external customers such that revenue in this area will continue to rise. A November 2020 article from American Shipper talks about Cainiao moving into Japan to service importers and exporters:The latest step in Alibaba Group's global logistics expansion follows last month's launch of third-party logistics services in South Korea and an air charter service to South America. Alibaba is racing rival Amazon to extend end-to-end logistics services beyond its own delivery needs to other companies. \"Alibaba is moving as fast as possible to expand into 3PL services. Like Amazon, they understand that the big growth area for retail is in providing logistics services. Amazon has every intention of becoming a 3PL and Alibaba has to get ahead of this,\" said Brittain Ladd, the chief marketing and supply chain officer at Pulse Integration and a former Amazon executive. In Japan, Cainiao will handle first- and last-mile delivery, international ocean and air shipping, customs clearance, trucking and warehouse management.A Time article from November 2020 notes that Cainiao ties together 3,000 logistic partners and 3 million couriers such that cost and time efficiencies are enjoyed:For consumers and manufacturers, this means a typical, 1 kg package can be sent anywhere in China within 24 hours for around 30 cents. The goal is to deliver it anywhere in the world within 72 hours for $3. (Currently, a DHL envelope under 0.5 kg from Shanghai to London costs around $100 and takes typically 5 days.)A June 2021 Moodie Davitt article tells of an agreement enabling Cainiao to serve as the logistics partner for the small and medium-size enterprise (\"SME\") export business in South Korea:As part of the agreement, SMEs will be able to leverage Cainiao's one-stop logistics management system which provides real-time insights and support across warehouse inventory, order fulfillment, delivery status, billing, and any forms of anomalies for immediate rectification. \"SMEs are the growth engines of the economy,\" said James Zhao, General Manager for Global Supply Chain, Cainiao Network. \"We are honoured to be selected as KOSME's official logistics partner to support millions of South Korean SMEs in their expansion into new markets to establish business resilience. \"As a trusted partner to KOSME and Korean SMEs, our goal is to make cross-border logistics as seamless as possible, by taking care of the digitalised full-chain, including order fulfillment, local and overseas B2B and B2C warehousing, international shipping, customs clearance as well as first and last mile logistics.An April 2022 Air Cargo News article says Cainiao has been rapidly ramping up their global air cargo network. It tells of Cainiao's flights from Malaysia to the UK that will service eBay B2B and B2C businesses.BABA Stock ValuationThe 2020 Investor Day presentation shows 2 types of take rates defined as follows:1. Take rate for customer management revenue (\"CMR\") and commission is the sum of CMR and commission divided by China retail marketplace GMV.2. Overall take rate for June Quarter 2020 of 4.5% is the sum of CMR, commission, Cainiao domestic revenue and local consumer services revenue, divided by Alibaba Digital Economy GMV (excl. GMV from New Retail, international retail and entertainment).The first type of take rate has not climbed the way I hoped it would over the last few years:FY20: 3.7% or RMB 246,482 million/RMB 6,589 billionFY21: 4.1% or RMB 306,070 million/RMB 7,494 billionFY22: 3.9% or RMB 315,038 million/RMB 7,976 billionThe second type of take rate includes the Cainiao domestic revenue and local consumer services revenue components which combine for a take rate of less than 1%. These components had a combined take rate of 0.5% at the 2020 Investor Day. I don't know about Cainiao domestic revenue but Cainiao consolidated revenue and local consumer services have climbed slightly as a percentage of overall revenue over the last few years. They have combined to be 9.4%, 10.1% and 10.5% of revenue for FY20, FY21 and FY22, respectively.In the past I hoped to see revenue climb from the combination of increased GMV and a higher take rate on that GMV. Now my hopes for a higher rate are more subdued but I still believe GMV can continue growing nicely.Gross profit margins have been falling steadily from 75% in FY14 to 37% in FY22. In the 3Q18 call, it was explained that many factors hurt gross margins including Cainiao, new retail including Intime Department stores and Hema Fresh Grocery Stores and the digital media entertainment segment. I wish that the digital media investments could be scaled back as management hasn't done a good job explaining the ROI from these costly efforts.Adjusted EBITA adds back share-based compensation, impairment of goodwill, the anti-monopoly fine and amortization of intangible assets. It does not add back amortization of licensed copyrights. Looking at the FY21 20-F, these 2 types of amortization components were as follows:RMB 12,427 million intangible assetsRMB 9,093 million licensed copyrights-------------------------RMB 21,520 millionI view share-based compensation as an ongoing economic expense such that it should not be reversed out. However, it is nice to see the other components broken out and added back in. The FY22 release breaks out core commerce into China commerce, International commerce, local consumer services and Cainiao. I like the FY21 20-F where these 4 segments are consolidated:Alibaba core segments (2021 20-F)The above FY21 numbers were revised in the 4Q22 release. The FY21 consolidated revenue of RMB 717,289 million stayed the same but the innovation segment was revised down by RMB 2,526 million from RMB 4,837 million to RMB 2,311 million. Combined, the core and cloud segments were revised up by RMB 2,526 million and the components were RMB 2,088 million and RMB 438 million, respectively. As such, core and cloud were revised up to RMB 623,234 million and RMB 60,558 million, respectively.Looking at the FY22 revenue numbers from the 4Q22 release, we see that core, cloud and digital went up by 19%, 23% and 3%, respectively, to RMB 743,381 million, RMB 74,568 million and RMB 32,272 million, respectively. Again, the 4Q22 release breaks core down to China commerce, International commerce, local consumer services and Cainiao:Alibaba core EBITA (4Q22 release)China commerce, International commerce, local consumer services and Cainiao saw year-over-year revenue climb 18%, 25%, 23% and 24%, respectively.Zooming out to see all the segments from the 4Q22 release, it is laudable that the cloud segment is becoming more economically viable. Including stock-based compensation, it improved from operating income of negative RMB 22,684 million in FY21 to negative RMB 11,464 million in FY22:Alibaba segments (4Q22 release)I like to think about operating income in 3 branches. The first branch is the China commerce segment which is fairly mature. Operating income for China e-commerce fell from RMB 197,135 million in FY21 to RMB 172,219 million in FY22. This was on segment revenues of RMB 501,683 million and RMB 592,705 million, respectively, for operating margins of 39% and 29%, respectively.The second branch is composed of the remaining segments for core commerce: International commerce, local consumer services and Cainiao. Operating income for this second branch fell from negative RMB 42,425 million in FY21 to negative RMB 45,060 million in FY22.The third branch is for cloud, digital, innovation and unallocated. Operating income for this group improved from negative RMB 65,032 million in FY21 to negative RMB 57,521 million in FY22.Again, the China commerce segment has operating income of RMB 172,219 million or $25.8 billion. I think the segment is worth 15 to 16 times this amount or $387 to $413 billion. The other segments are worth more than zero but being conservative and using round numbers, I think Alibaba is worth $390 to $410 billion.21,401 million shares were outstanding through March 2022. Each American depositary share equates to 8 ordinary shares so we divide this by 8 to get a count of 2,675.125. Multiplying this by the July 8th price of $120.90 gives us a market cap of $323.4 billion. The enterprise value is a little less than the market cap.The market cap is less than my valuation range and I think the stock is undervalued.Disclaimer: Any material in this article should not be relied on as a formal investment recommendation. Never buy a stock without doing your own thorough research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046838435,"gmtCreate":1656325772627,"gmtModify":1676535806284,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046838435","repostId":"1189103894","repostType":2,"repost":{"id":"1189103894","pubTimestamp":1656320720,"share":"https://www.laohu8.com/m/news/1189103894?lang=&edition=full","pubTime":"2022-06-27 17:05","market":"us","language":"en","title":"Tencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1189103894","media":"Benzinga","summary":"Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holdi","content":"<html><head></head><body><ul><li>Naspers subsidiary Prosus NV sold more than 131.8 million shares in <b><a href=\"https://laohu8.com/S/JD\">JD.com</a></b> it got from <b><a href=\"https://laohu8.com/S/TCEHY\">Tencent Holding Ltd.</a>,</b> about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form part of the group’s core strategic focus,” it said in a filing Monday. <b><a href=\"https://laohu8.com/S/JD\">JD.com</a></b> jumped over 5% in premarket trading.</li></ul><ul><li>Wall Street expects <b>NIKE, Inc.</b> to report quarterly earnings at $0.81 per share on revenue of $12.07 billion after the closing bell. Nike shares fell 0.1% to $112.76 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> and <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>&#39;s two investigational omicron-specific COVID-19 vaccines elicited robust immune response against the strain and its subvariants, according to data from a phase 2/3 study released June 25. <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b> rose nearly 5% in premarket trading.</li><li><b>Borqs Technologies, Inc.</b> reported a 1-for-16 reverse stock split, effective June 27. Borqs Technologies shares dipped 16.7% to $0.1480 in the after-hours trading session.</li><li>Analysts are expecting <b>Jefferies Financial Group Inc.</b> to have earned $0.51 per share on revenue of $1.26 billion for the latest quarter. The company will release earnings after the markets close. Jefferies Financial shares fell 0.1% to $27.82 in after-hours trading.</li></ul><ul><li><b>Four Corners Property Trust, Inc.</b> reported the acquisition of a DaVita Kidney Care property for $2.2 million. FCPT shares gained 1.6% to close at $27.06 on Friday.</li><li>Analysts expect <b>Concentrix Corporation</b> to post quarterly earnings at $2.84 per share on revenue of $1.58 billion after the closing bell. Concentrix shares slipped 0.1% to $145.24 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","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>Tencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch</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\">\nTencent, JD.com, NIKE, BioNTech SE, Jefferies And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holding Ltd., about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRQS":"播思科技","JD":"京东","CNXC":"Concentrix Corp","JEF":"杰富瑞","NKE":"耐克","FCPT":"Four Corners Property Trust, Inc.","TCEHY":"腾讯控股ADR"},"source_url":"https://www.benzinga.com/news/earnings/22/06/27857026/nike-jefferies-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189103894","content_text":"Naspers subsidiary Prosus NV sold more than 131.8 million shares in JD.com it got from Tencent Holding Ltd., about a 4% stake in the online retailer, Prosus said in a statement. “JD.com does not form part of the group’s core strategic focus,” it said in a filing Monday. JD.com jumped over 5% in premarket trading.Wall Street expects NIKE, Inc. to report quarterly earnings at $0.81 per share on revenue of $12.07 billion after the closing bell. Nike shares fell 0.1% to $112.76 in after-hours trading.Pfizer and BioNTech SE's two investigational omicron-specific COVID-19 vaccines elicited robust immune response against the strain and its subvariants, according to data from a phase 2/3 study released June 25. BioNTech SE rose nearly 5% in premarket trading.Borqs Technologies, Inc. reported a 1-for-16 reverse stock split, effective June 27. Borqs Technologies shares dipped 16.7% to $0.1480 in the after-hours trading session.Analysts are expecting Jefferies Financial Group Inc. to have earned $0.51 per share on revenue of $1.26 billion for the latest quarter. The company will release earnings after the markets close. Jefferies Financial shares fell 0.1% to $27.82 in after-hours trading.Four Corners Property Trust, Inc. reported the acquisition of a DaVita Kidney Care property for $2.2 million. FCPT shares gained 1.6% to close at $27.06 on Friday.Analysts expect Concentrix Corporation to post quarterly earnings at $2.84 per share on revenue of $1.58 billion after the closing bell. Concentrix shares slipped 0.1% to $145.24 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997893626,"gmtCreate":1661775405568,"gmtModify":1676536576269,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997893626","repostId":"2262162956","repostType":4,"repost":{"id":"2262162956","pubTimestamp":1661786631,"share":"https://www.laohu8.com/m/news/2262162956?lang=&edition=full","pubTime":"2022-08-29 23:23","market":"us","language":"en","title":"Nasdaq Bear Market: 5 Unsurpassable Growth Stocks You'll Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2262162956","media":"Motley Fool","summary":"These fast-paced companies with unmatched innovative capacity are screaming buys following a peak decline of 34% in the Nasdaq Composite.","content":"<html><head></head><body><p>This year has served as a kick-in-the-pants reminder that the stock market doesn&#39;t rise in a straight line -- even if 2021 gave off the impression that it did. Since hitting their respective all-time highs between mid-November and the first week of January, the iconic <b>Dow Jones Industrial Average</b>, benchmark <b>S&amp;P 500</b>, and growth-focused <b>Nasdaq Composite</b>, plunged by as much as 19%, 24%, and 34%. The greater than 20% declines in the S&amp;P 500 and Nasdaq firmly placed both indexes in a bear market.</p><p>To not beat around the bush, bear markets can be scary. The velocity and unpredictability of downside moves can truly test the resolve of investors. But if history has a say, bear markets are also the perfect time to put your money to work. That&#39;s because every major stock market decline throughout history has, eventually, been erased by a bull market.</p><p>With the Nasdaq Composite getting hit harder than the other indexes, it looks like the ideal time to invest in growth stocks with unmatched innovative capacity and sustainable competitive advantages. What follows are five unsurpassable growth stocks you&#39;ll regret not buying on the Nasdaq bear market dip.</p><h2><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></h2><p>The first phenomenal growth stock you&#39;ll be kicking yourself over if you don&#39;t buy it during the Nasdaq bear market dip is social media giant <b>Meta Platforms</b>. Meta is the company formerly known as Facebook.</p><p>Although advertising spending has been hit hard in 2022 as historically high inflation and back-to-back quarters of U.S. gross domestic product declines suppress discretionary spending, Meta remains well-positioned to capitalize on disproportionately long periods of economic expansion. Facebook, WhatsApp, Instagram, and Facebook Messenger, are consistently among the most-downloaded apps worldwide. With 3.65 billion people visiting its sites on a monthly basis (that&#39;s over half the global adult population), Meta is in prime position to command strong ad-pricing power.</p><p>The other reason to like Meta is the company&#39;s aggressive investments in the &#34;metaverse&#34; -- i.e., the next iteration of the internet which&#39;ll allow connected users the ability to interact with each other and their environments in a 3D virtual world. Though it&#39;ll take a few more years before the metaverse is ready to be meaningfully monetized, Meta fixes to be a key on-ramp to this multitrillion-dollar opportunity.</p><p>Shares of Meta Platforms are cheaper than they&#39;ve ever been on a forward-earning basis as a publicly traded company. That makes this social-media maven a screaming buy at the moment.</p><h2><a href=\"https://laohu8.com/S/PUBM\">PubMatic</a></h2><p>A second stellar growth stock begging to be bought as the Nasdaq Composite plunges is cloud-based programmatic adtech company <b>PubMatic</b>. Although PubMatic is contending with same advertising spending weakness as Meta, it&#39;s on track to grow by a considerably faster rate.</p><p>PubMatic is what&#39;s known as a sell-side provider (SSPs) in the adtech space. This is a fancy way of saying that it specializes in selling digital display space for publishers. Because there aren&#39;t many SSPs for publishers to choose from, and ad dollars have been steadily shifting to digital formats, such as video, mobile, and over-the-top streaming, PubMatic has consistently delivered organic growth of at least twice the industry average.</p><p>Perhaps the best aspect of PubMatic is its internally designed cloud infrastructure platform. Rather than relying on a third party for its platform. PubMatic built its infrastructure. While costly in the beginning, handling its own infrastructure should result in substantially higher operating margins than its peers as revenue scales.</p><p>If you need one more solid reason to trust in PubMatic, consider this: The company ended June with $183 million in cash, cash equivalents, and marketable securities, and <i>no debt</i>!</p><h2><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></h2><p>The third unsurpassable growth stock worth buying on the Nasdaq bear market dip is artificial intelligence (AI)-driven data-mining company <b>Palantir Technologies</b>. Palantir&#39;s valuation used to be its biggest obstacle. But following a greater than 80% retracement in its share price, it&#39;s now ripe for the picking.</p><p>What makes Palantir such an intriguing investment for long-term growth investors is that there&#39;s no other company offering what it does at scale. The company&#39;s AI-based Gotham platform helps government agencies with missions and data gathering. Meanwhile, the Foundry platform is focused on helping businesses streamline their operations by making sense of large amounts of data.</p><p>For the past couple of years, Gotham has been Palantir&#39;s primary growth driver. Being awarded large government contracts that can span four or more years has helped the company grow its sales by 30% or more on a consistent basis. But looking ahead, Foundry is Palantir&#39;s golden ticket. Whereas not all governments can utilize Palantir&#39;s proprietary software, Foundry&#39;s ceiling is <i>much</i> higher. As of June 30, 2022, Palantir had 119 commercial customers, which was up 250% from the prior-year period.</p><p>Though recurring profitability could be a few years away, Palantir&#39;s superb topline growth and niche industry positioning can send shares significantly higher.</p><h2><a href=\"https://laohu8.com/S/LOVE\">Lovesac</a></h2><p>A fourth exceptional growth stock you&#39;ll be mad at yourself for not buying on the Nasdaq bear market decline is furniture company <b>Lovesac</b>. <i>Yes</i>, I really said &#34;growth&#34; and &#34;furniture company&#34; in the same sentence.</p><p>Whereas most brick-and-mortar furniture companies are slow-growing, stodgy businesses, Lovesac is turning the industry on its head in two key ways.</p><p>First off, its furniture is unique. The company&#39;s &#34;sactionals&#34; -- a sactional is a modular couch that can be rearranged dozens of ways to fit most living spaces -- account for nearly 88% of net sales and incorporate function, choice, and ecofriendly materials. Sactionals can be upgraded to include surround-sound systems and wireless charging stations, and they have over 200 cover choices. Further, the yarn used in these covers is made entirely from recycled plastic water bottles.</p><p>Secondly, Lovesac&#39;s omnichannel sales platform has led it to success. Despite having 162 retail locations in 40 states, the company&#39;s substantially higher margins are a reflection of its direct-to-consumer emphasis, as well as pop-up showrooms and brand-name partnerships.  With less inventory needed in physical retail stores, Lovesac&#39;s overhead expenses are considerably lower than its peers.</p><h2>Alphabet</h2><p>The fifth and final unsurpassable growth stock you&#39;ll regret not buying during the Nasdaq bear market dip is FAANG stock <b>Alphabet</b>. Alphabet is the parent of internet search engine Google, streaming platform YouTube, and autonomous car company Waymo.</p><p>The no-brainer reason to pile into Alphabet is the company&#39;s absolutely dominant internet search engine, Google. According to data from GlobalStats, Google has accounted for no less than 91% of worldwide internet search share for the trailing 24 months. With an 88-percentage-point lead over its next-closest competitor, it should come as no surprise that Alphabet is able to command exceptional ad-pricing power.</p><p>But what Wall Street and investors are most-excited about is what Alphabet is doing with its available cash and operating cash flow. For instance, investments in YouTube have paid off handsomely. Easily one of the best acquisitions in history (Google acquired YouTube for $1.65 billion in 2006), YouTube has become the second most-visited social site in the world. As you can imagine, this has helped tremendously with ad and subscription revenue.</p><p>There&#39;s also Google Cloud, which has vaulted to the No. 3 spot in cloud-service market share. Cloud infrastructure spending is still in its early innings, which means Google Cloud could become a key driver of operating cash flow for parent company Alphabet by as soon as mid-decade.</p><p>Like Meta Platforms, Alphabet has simply never been cheaper as a publicly traded company.</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>Nasdaq Bear Market: 5 Unsurpassable Growth Stocks You'll Regret Not Buying on the Dip</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\">\nNasdaq Bear Market: 5 Unsurpassable Growth Stocks You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/28/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year has served as a kick-in-the-pants reminder that the stock market doesn't rise in a straight line -- even if 2021 gave off the impression that it did. Since hitting their respective all-time ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/28/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/08/28/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262162956","content_text":"This year has served as a kick-in-the-pants reminder that the stock market doesn't rise in a straight line -- even if 2021 gave off the impression that it did. Since hitting their respective all-time highs between mid-November and the first week of January, the iconic Dow Jones Industrial Average, benchmark S&P 500, and growth-focused Nasdaq Composite, plunged by as much as 19%, 24%, and 34%. The greater than 20% declines in the S&P 500 and Nasdaq firmly placed both indexes in a bear market.To not beat around the bush, bear markets can be scary. The velocity and unpredictability of downside moves can truly test the resolve of investors. But if history has a say, bear markets are also the perfect time to put your money to work. That's because every major stock market decline throughout history has, eventually, been erased by a bull market.With the Nasdaq Composite getting hit harder than the other indexes, it looks like the ideal time to invest in growth stocks with unmatched innovative capacity and sustainable competitive advantages. What follows are five unsurpassable growth stocks you'll regret not buying on the Nasdaq bear market dip.Meta PlatformsThe first phenomenal growth stock you'll be kicking yourself over if you don't buy it during the Nasdaq bear market dip is social media giant Meta Platforms. Meta is the company formerly known as Facebook.Although advertising spending has been hit hard in 2022 as historically high inflation and back-to-back quarters of U.S. gross domestic product declines suppress discretionary spending, Meta remains well-positioned to capitalize on disproportionately long periods of economic expansion. Facebook, WhatsApp, Instagram, and Facebook Messenger, are consistently among the most-downloaded apps worldwide. With 3.65 billion people visiting its sites on a monthly basis (that's over half the global adult population), Meta is in prime position to command strong ad-pricing power.The other reason to like Meta is the company's aggressive investments in the \"metaverse\" -- i.e., the next iteration of the internet which'll allow connected users the ability to interact with each other and their environments in a 3D virtual world. Though it'll take a few more years before the metaverse is ready to be meaningfully monetized, Meta fixes to be a key on-ramp to this multitrillion-dollar opportunity.Shares of Meta Platforms are cheaper than they've ever been on a forward-earning basis as a publicly traded company. That makes this social-media maven a screaming buy at the moment.PubMaticA second stellar growth stock begging to be bought as the Nasdaq Composite plunges is cloud-based programmatic adtech company PubMatic. Although PubMatic is contending with same advertising spending weakness as Meta, it's on track to grow by a considerably faster rate.PubMatic is what's known as a sell-side provider (SSPs) in the adtech space. This is a fancy way of saying that it specializes in selling digital display space for publishers. Because there aren't many SSPs for publishers to choose from, and ad dollars have been steadily shifting to digital formats, such as video, mobile, and over-the-top streaming, PubMatic has consistently delivered organic growth of at least twice the industry average.Perhaps the best aspect of PubMatic is its internally designed cloud infrastructure platform. Rather than relying on a third party for its platform. PubMatic built its infrastructure. While costly in the beginning, handling its own infrastructure should result in substantially higher operating margins than its peers as revenue scales.If you need one more solid reason to trust in PubMatic, consider this: The company ended June with $183 million in cash, cash equivalents, and marketable securities, and no debt!Palantir TechnologiesThe third unsurpassable growth stock worth buying on the Nasdaq bear market dip is artificial intelligence (AI)-driven data-mining company Palantir Technologies. Palantir's valuation used to be its biggest obstacle. But following a greater than 80% retracement in its share price, it's now ripe for the picking.What makes Palantir such an intriguing investment for long-term growth investors is that there's no other company offering what it does at scale. The company's AI-based Gotham platform helps government agencies with missions and data gathering. Meanwhile, the Foundry platform is focused on helping businesses streamline their operations by making sense of large amounts of data.For the past couple of years, Gotham has been Palantir's primary growth driver. Being awarded large government contracts that can span four or more years has helped the company grow its sales by 30% or more on a consistent basis. But looking ahead, Foundry is Palantir's golden ticket. Whereas not all governments can utilize Palantir's proprietary software, Foundry's ceiling is much higher. As of June 30, 2022, Palantir had 119 commercial customers, which was up 250% from the prior-year period.Though recurring profitability could be a few years away, Palantir's superb topline growth and niche industry positioning can send shares significantly higher.LovesacA fourth exceptional growth stock you'll be mad at yourself for not buying on the Nasdaq bear market decline is furniture company Lovesac. Yes, I really said \"growth\" and \"furniture company\" in the same sentence.Whereas most brick-and-mortar furniture companies are slow-growing, stodgy businesses, Lovesac is turning the industry on its head in two key ways.First off, its furniture is unique. The company's \"sactionals\" -- a sactional is a modular couch that can be rearranged dozens of ways to fit most living spaces -- account for nearly 88% of net sales and incorporate function, choice, and ecofriendly materials. Sactionals can be upgraded to include surround-sound systems and wireless charging stations, and they have over 200 cover choices. Further, the yarn used in these covers is made entirely from recycled plastic water bottles.Secondly, Lovesac's omnichannel sales platform has led it to success. Despite having 162 retail locations in 40 states, the company's substantially higher margins are a reflection of its direct-to-consumer emphasis, as well as pop-up showrooms and brand-name partnerships.  With less inventory needed in physical retail stores, Lovesac's overhead expenses are considerably lower than its peers.AlphabetThe fifth and final unsurpassable growth stock you'll regret not buying during the Nasdaq bear market dip is FAANG stock Alphabet. Alphabet is the parent of internet search engine Google, streaming platform YouTube, and autonomous car company Waymo.The no-brainer reason to pile into Alphabet is the company's absolutely dominant internet search engine, Google. According to data from GlobalStats, Google has accounted for no less than 91% of worldwide internet search share for the trailing 24 months. With an 88-percentage-point lead over its next-closest competitor, it should come as no surprise that Alphabet is able to command exceptional ad-pricing power.But what Wall Street and investors are most-excited about is what Alphabet is doing with its available cash and operating cash flow. For instance, investments in YouTube have paid off handsomely. Easily one of the best acquisitions in history (Google acquired YouTube for $1.65 billion in 2006), YouTube has become the second most-visited social site in the world. As you can imagine, this has helped tremendously with ad and subscription revenue.There's also Google Cloud, which has vaulted to the No. 3 spot in cloud-service market share. Cloud infrastructure spending is still in its early innings, which means Google Cloud could become a key driver of operating cash flow for parent company Alphabet by as soon as mid-decade.Like Meta Platforms, Alphabet has simply never been cheaper as a publicly traded company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073669482,"gmtCreate":1657334594946,"gmtModify":1676535993952,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good 👍&nbsp;","listText":"Good 👍&nbsp;","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073669482","repostId":"1175896146","repostType":2,"repost":{"id":"1175896146","pubTimestamp":1657330995,"share":"https://www.laohu8.com/m/news/1175896146?lang=&edition=full","pubTime":"2022-07-09 09:43","market":"us","language":"en","title":"Is TSLA Stock a Buy Ahead of the Tesla Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175896146","media":"InvestorPlace","summary":"The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called t","content":"<html><head></head><body><ul><li>The <b>Tesla</b>(<b><u>TSLA</u></b>) stock split vote is rapidly approaching.</li><li>Recent turbulence in TSLA stock has called the shares into question.</li><li>While it has been volatile, investors shouldn&#39;t be concerned about the potential split.</li></ul><p>The summer of stock splitsis just heating up. This week brought announcements from <b>Gamestop</b>(NYSE:<b><u>GME</u></b>) and <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>), but investors shouldn’t lose sight of what promises to be the most important split of the season.<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) shareholders are voting on the proposed stock split on Aug. 4. If they vote in its favor, it will mean a significant catalyst for TSLA stock.</p><p>Let’s take a closer look at the potential Tesla stock split and why TSLA is still a buy as it approaches.</p><p><b>Inside the Tesla Stock Split</b></p><p>Investors have plenty of reason to approach TSLA stock with caution. It is up 3% today, but has still shed more than 27% of its value over the past six months. Supply chain constraints and broad market forces have made it difficult for high-growth tech stocks to thrive, but there have also been plenty of negative Tesla-specific catalysts.</p><p>The company’s second-quarter deliveries fell by 18%, disappointing many experts. CEO Elon Musk has classified Tesla’s factories as“gigantic money furnaces,” and more recently placed the company’s Shanghai and Berlin plants on a two week pause.</p><p>However, investors shouldn’t be confused by the bearish chatter. The majority of analysts remain bullish on TSLA stock. As<i>InvestorPlace</i>writer William White reports, experts from Deutsche Bank, Wedbush and Oppenheimer still regard it as a buy. They know while Tesla has had a difficult year, it still has the potential to keep growing, especially with the pending stock split.</p><p>No one should have any doubts that the Tesla stock split will move forward. It is still contingent on shareholder approval, but investors have strong incentive to vote in its favor. They remember that TSLA stock surged 80%in the weeks leading up to the 2020 split through its finalization.</p><p>After a difficult year, investors want to see Tesla soar back to its early 2022 highs. A stock split is a quick and easy path to a price per share of $1,000 at a time when Tesla has struggled significantly.</p><p><b>The Road Ahead for TSLA Stock</b></p><p>TSLA stock is still a buy ahead of the split. Granted, the proposal is for a 3-for-1 stock split, while the 2020 stock split was a 5-for-1. It may not yield gains of that magnitude, but it can absolutely trigger a trading frenzy as new investors rush to scoop up newly discounted TSLA shares. The company’s stock has plenty of potential to start rising, and when it does, investors who bought on the stock split dip will reap the benefits.</p><p>Tesla is already encouraging investors to vote in favor of the split. The company has made it clear that it feels the move is in the best interests of everyone, including shareholders. With history on its side, it’s hard to argue.</p><p>As<i>InvestorPlace</i>contributor Faizan Farooque recently noted, the stock has multiple growth levers that can propel it forward as market momentum shifts and bearish energy fades. The Tesla stock split is an opportunity for both new and current investors to profit.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is TSLA Stock a Buy Ahead of the Tesla Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs TSLA Stock a Buy Ahead of the Tesla Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called the shares into question.While it has been volatile, investors shouldn't be concerned about the ...</p>\n\n<a href=\"https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175896146","content_text":"The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called the shares into question.While it has been volatile, investors shouldn't be concerned about the potential split.The summer of stock splitsis just heating up. This week brought announcements from Gamestop(NYSE:GME) and Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), but investors shouldn’t lose sight of what promises to be the most important split of the season.Tesla(NASDAQ:TSLA) shareholders are voting on the proposed stock split on Aug. 4. If they vote in its favor, it will mean a significant catalyst for TSLA stock.Let’s take a closer look at the potential Tesla stock split and why TSLA is still a buy as it approaches.Inside the Tesla Stock SplitInvestors have plenty of reason to approach TSLA stock with caution. It is up 3% today, but has still shed more than 27% of its value over the past six months. Supply chain constraints and broad market forces have made it difficult for high-growth tech stocks to thrive, but there have also been plenty of negative Tesla-specific catalysts.The company’s second-quarter deliveries fell by 18%, disappointing many experts. CEO Elon Musk has classified Tesla’s factories as“gigantic money furnaces,” and more recently placed the company’s Shanghai and Berlin plants on a two week pause.However, investors shouldn’t be confused by the bearish chatter. The majority of analysts remain bullish on TSLA stock. AsInvestorPlacewriter William White reports, experts from Deutsche Bank, Wedbush and Oppenheimer still regard it as a buy. They know while Tesla has had a difficult year, it still has the potential to keep growing, especially with the pending stock split.No one should have any doubts that the Tesla stock split will move forward. It is still contingent on shareholder approval, but investors have strong incentive to vote in its favor. They remember that TSLA stock surged 80%in the weeks leading up to the 2020 split through its finalization.After a difficult year, investors want to see Tesla soar back to its early 2022 highs. A stock split is a quick and easy path to a price per share of $1,000 at a time when Tesla has struggled significantly.The Road Ahead for TSLA StockTSLA stock is still a buy ahead of the split. Granted, the proposal is for a 3-for-1 stock split, while the 2020 stock split was a 5-for-1. It may not yield gains of that magnitude, but it can absolutely trigger a trading frenzy as new investors rush to scoop up newly discounted TSLA shares. The company’s stock has plenty of potential to start rising, and when it does, investors who bought on the stock split dip will reap the benefits.Tesla is already encouraging investors to vote in favor of the split. The company has made it clear that it feels the move is in the best interests of everyone, including shareholders. With history on its side, it’s hard to argue.AsInvestorPlacecontributor Faizan Farooque recently noted, the stock has multiple growth levers that can propel it forward as market momentum shifts and bearish energy fades. The Tesla stock split is an opportunity for both new and current investors to profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997899434,"gmtCreate":1661775311132,"gmtModify":1676536576250,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997899434","repostId":"1158445939","repostType":2,"repost":{"id":"1158445939","pubTimestamp":1661478314,"share":"https://www.laohu8.com/m/news/1158445939?lang=&edition=full","pubTime":"2022-08-26 09:45","market":"us","language":"en","title":"Why Did Rep. Michael Garcia Just Sell His AMC Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158445939","media":"InvestorPlace","summary":"Garcia sold between $1,001 and $15,000 of AMC Entertainment(AMC).The sale may be due to the company'","content":"<html><head></head><body><ul><li>Garcia sold between $1,001 and $15,000 of <b>AMC Entertainment</b>(<b><u>AMC</u></b>).</li><li>The sale may be due to the company&#39;s preferred equity shares, <b>AMC Preferred Equity Units</b>(<b><u>APE</u></b>).</li><li>Shares of AMC stock are down about 35% in the past month.</li></ul><p>Shares of <b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) are in focus after California House Representative Michael Garciadisclosed selling between $1,001 and $15,000 worth of the movie theater chain. AMC stock has declined in recent days due to the special dividend issuanceof<b>AMC Entertainment Preferred Equity Units</b>(NYSE:<b><u>APE</u></b>).</p><p>Each APE unit carries the same voting rights as a share of AMC. In addition, both AMC and APE have 516.82 million shares outstanding. AMC noted the issuance of the APE dividend would “be similar to a 2/1 stock split.” On top of that, acclaimed investor Jim Chanos disclosed that he was short AMC and long APE in an arbitrage trade earlier this week. Chanos’ reason for shorting AMC may be the same reason Garcia is selling his shares.</p><p>Let’s get into the details.</p><p><b>Rep. Michael Garcia Sells Shares of AMC Stock</b></p><p>Since APE and AMC have the same voting rights and the same number of shares outstanding, Chanos reasons the two classes of equity should trade at roughly the same price. One difference between the two equities is that APE units carry preferred status. This means in the event of an AMC bankruptcy, APE shareholders will be entitled to receive payouts before AMC shareholders. Furthermore, APE units have the possibility to be converted into AMC shares. In order for this to happen, AMC’s board must propose a convertibility feature and receive shareholder approval. Chanos added:</p><blockquote>“Functionally, the two securities are the same. And I’d guess the apes will be putting pressure on Mr. Aron, if the discount continues, to make it freely convertible sooner rather than later.”</blockquote><p>Yesterday, AMC closed at $9.58 while APE closed at $7.13, representing a 34% difference to the upside. Today, APE is down more than 4%, while AMC is down 0.1%.</p><p>Meanwhile, <b>Quiver Quant’s</b> Congress Long-Short Strategy is up 46% in the past year, compared with a 13% decline in the <b>S&amp;P 500</b>. The strategy tracks trades of members of Congress and their family and takes a long position in stocks that have been bought and a short position in stocks that have been sold. The strategy carries a beta of 0.93 and a Sharpe ratio of 1.91.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Rep. Michael Garcia Just Sell His AMC Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Rep. Michael Garcia Just Sell His AMC Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/why-did-rep-michael-garcia-just-sell-his-amc-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Garcia sold between $1,001 and $15,000 of AMC Entertainment(AMC).The sale may be due to the company's preferred equity shares, AMC Preferred Equity Units(APE).Shares of AMC stock are down about 35% in...</p>\n\n<a href=\"https://investorplace.com/2022/08/why-did-rep-michael-garcia-just-sell-his-amc-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APE":"AMC Entertainment Preferred","AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/08/why-did-rep-michael-garcia-just-sell-his-amc-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158445939","content_text":"Garcia sold between $1,001 and $15,000 of AMC Entertainment(AMC).The sale may be due to the company's preferred equity shares, AMC Preferred Equity Units(APE).Shares of AMC stock are down about 35% in the past month.Shares of AMC Entertainment(NYSE:AMC) are in focus after California House Representative Michael Garciadisclosed selling between $1,001 and $15,000 worth of the movie theater chain. AMC stock has declined in recent days due to the special dividend issuanceofAMC Entertainment Preferred Equity Units(NYSE:APE).Each APE unit carries the same voting rights as a share of AMC. In addition, both AMC and APE have 516.82 million shares outstanding. AMC noted the issuance of the APE dividend would “be similar to a 2/1 stock split.” On top of that, acclaimed investor Jim Chanos disclosed that he was short AMC and long APE in an arbitrage trade earlier this week. Chanos’ reason for shorting AMC may be the same reason Garcia is selling his shares.Let’s get into the details.Rep. Michael Garcia Sells Shares of AMC StockSince APE and AMC have the same voting rights and the same number of shares outstanding, Chanos reasons the two classes of equity should trade at roughly the same price. One difference between the two equities is that APE units carry preferred status. This means in the event of an AMC bankruptcy, APE shareholders will be entitled to receive payouts before AMC shareholders. Furthermore, APE units have the possibility to be converted into AMC shares. In order for this to happen, AMC’s board must propose a convertibility feature and receive shareholder approval. Chanos added:“Functionally, the two securities are the same. And I’d guess the apes will be putting pressure on Mr. Aron, if the discount continues, to make it freely convertible sooner rather than later.”Yesterday, AMC closed at $9.58 while APE closed at $7.13, representing a 34% difference to the upside. Today, APE is down more than 4%, while AMC is down 0.1%.Meanwhile, Quiver Quant’s Congress Long-Short Strategy is up 46% in the past year, compared with a 13% decline in the S&P 500. The strategy tracks trades of members of Congress and their family and takes a long position in stocks that have been bought and a short position in stocks that have been sold. The strategy carries a beta of 0.93 and a Sharpe ratio of 1.91.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996180014,"gmtCreate":1661131849441,"gmtModify":1676536458408,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996180014","repostId":"2259032370","repostType":2,"repost":{"id":"2259032370","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1660620840,"share":"https://www.laohu8.com/m/news/2259032370?lang=&edition=full","pubTime":"2022-08-16 11:34","market":"hk","language":"en","title":"Singapore Technologies Engineering's Growth Outlook Still Seems Positive -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2259032370","media":"Dow Jones","summary":"0333 GMT - Singapore Technologies Engineering's growth outlook still seems positive, Maybank Researc","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0333 GMT - Singapore Technologies Engineering's growth outlook still seems positive, Maybank Research's Kelvin Tan says in a research report as the analyst maintains the stock's buy rating. Drivers including a continued recovery in its aerospace segment, strong momentum of its contract wins and its robust order book, the analyst says. However, Maybank is mindful that the company's short-term margins could continue to be hurt by rising operating expenditures, front-loaded acquisition expenses and lingering uncertainty over global chip shortages. Maybank trims 2022-2024 earnings estimates for the company by 5%-6% to reflect TransCore acquisition expenses and rising cost pressures, and lowers the target price on the stock to S$4.50 from S$4.75. The shares are 0.5% lower at S$3.98. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  August 15, 2022 23:34 ET (03:34 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Technologies Engineering's Growth Outlook Still Seems Positive -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Technologies Engineering's Growth Outlook Still Seems Positive -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-16 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0333 GMT - Singapore Technologies Engineering's growth outlook still seems positive, Maybank Research's Kelvin Tan says in a research report as the analyst maintains the stock's buy rating. Drivers including a continued recovery in its aerospace segment, strong momentum of its contract wins and its robust order book, the analyst says. However, Maybank is mindful that the company's short-term margins could continue to be hurt by rising operating expenditures, front-loaded acquisition expenses and lingering uncertainty over global chip shortages. Maybank trims 2022-2024 earnings estimates for the company by 5%-6% to reflect TransCore acquisition expenses and rising cost pressures, and lowers the target price on the stock to S$4.50 from S$4.75. The shares are 0.5% lower at S$3.98. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  August 15, 2022 23:34 ET (03:34 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4187":"航天航空与国防","BK6094":"航天航空与国防","SGGKY":"Singapore Technologies Engineering Ltd.","BK6504":"工业制品概念","BK6523":"ESG概念","S63.SI":"新科工程"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259032370","content_text":"0333 GMT - Singapore Technologies Engineering's growth outlook still seems positive, Maybank Research's Kelvin Tan says in a research report as the analyst maintains the stock's buy rating. Drivers including a continued recovery in its aerospace segment, strong momentum of its contract wins and its robust order book, the analyst says. However, Maybank is mindful that the company's short-term margins could continue to be hurt by rising operating expenditures, front-loaded acquisition expenses and lingering uncertainty over global chip shortages. Maybank trims 2022-2024 earnings estimates for the company by 5%-6% to reflect TransCore acquisition expenses and rising cost pressures, and lowers the target price on the stock to S$4.50 from S$4.75. The shares are 0.5% lower at S$3.98. (ronnie.harui@wsj.com) \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  August 15, 2022 23:34 ET (03:34 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905875753,"gmtCreate":1659860259174,"gmtModify":1703767185511,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905875753","repostId":"2257199676","repostType":4,"repost":{"id":"2257199676","pubTimestamp":1659843199,"share":"https://www.laohu8.com/m/news/2257199676?lang=&edition=full","pubTime":"2022-08-07 11:33","market":"us","language":"en","title":"AMC Stock: Sell on the Pounce?","url":"https://stock-news.laohu8.com/highlight/detail?id=2257199676","media":"Motley Fool","summary":"The multiplex operator posted financial results that were roughly in line with expectations. A special dividend could also be Kryptonite for potential synthetic short-sellers.","content":"<html><head></head><body><p><b>AMC Entertainment</b> gave shareholders nearly everything they wanted on Thursday. It posted second-quarter results that may have failed to exceed expectations but confirmed that its turnaround is succeeding on most fronts.</p><p>Adjusted earnings before interest, taxes depreciation, and amortization (EBITDA) and its operating-cash generated turned positive for the period. The country&#39;s leading multiplex operator also announced a stock dividend that should shake out any potential fake or synthetic short positions in AMC.</p><p>It wasn&#39;t enough. The stock was trading more than 10% lower by Thursday night.</p><p>There&#39;s still a lot to like in AMC&#39;s flawed but encouraging performance. The market may not have been initially impressed, but the stock has rallied sharply since bottoming out in the single digits back in May. Besides, if you&#39;ve plopped yourself down at an AMC screening lately, you know that there&#39;ll be plot twists until the final credits roll.</p><p>We&#39;ve seen dramatic trading-day reversals at AMC before. Let&#39;s take a closer look at the good and the not so good in Thursday&#39;s developments.</p><h2>Everything, everywhere all at once</h2><p>AMC&#39;s revenue rose 162% to $1.1664 billion. It&#39;s a big move, but this was roughly in line with expectations.</p><p>We knew this would be a big step up for the exhibitor. Domestic box-office receipts for the industry in the second quarter soared 186%, compared to the weak slate in the springtime of last year. International exhibitors fared even better -- an important point since 22% of AMC&#39;s top-line results were international.</p><p>Taking a deeper dive into its stateside operations, AMC lost market share -- but this isn&#39;t a deal-breaker. The number of tickets that AMC sold in the U.S. for the quarter rose 144%, and the average price paid per ticket climbed 5.7%. Stack one on top of the other, and you arrive at a 153% year-over-year increase, a big move but well below the national pop. This isn&#39;t a failure on AMC&#39;s part as much as it is smaller chains finally gaining momentum after false starts earlier in the pandemic cycle.</p><p>The truly disappointing metric in terms of theater-level performance is that folks are starting to spend less after scanning their admissions to get into the local multiplex. The average food and beverage revenue per domestic patron has declined 5% over the past year, going from $7.91 to $7.52. The international drop is a more substantial 8% decline.</p><p>This also isn&#39;t awful news. It was only natural for folks to overspend early last year, when returning to the movies after a long absence was a novelty. It&#39;s still comfortably above pre-pandemic spending levels, and as long as it stabilizes here, AMC should be fine with this high-margin part of its business.</p><p>AMC&#39;s adjusted net loss -- once you take out the gain from the early extinguishment of debt and the hit from the sharp drop in market value of its <b>Hycroft Mining </b>investment -- clocks in at $102.8 million, or $0.20 a share. This is also roughly what analysts were modeling, but it&#39;s still encouraging to see AMC&#39;s adjusted bottom line generating less than a third of the red ink it was gushing a year earlier.</p><p>With its operating cash generated and adjusted EBITDA now firmly positive, AMC is in a better position to tackle its rising borrowing costs (because cash interest expense has climbed 60% over the past year).</p><h2>Uncharted</h2><p>In a move to bust the potential ring of fake short-sellers, AMC also declared a special dividend of an AMC Preferred share for every share outstanding. It will essentially be the equivalent of a 2-for-1 stock split, only the preferred stock will trade under the ticker symbol APE when it&#39;s distributed in two weeks.</p><p>The move is intended to smoke out illegal shorts, but once again, we had CEO Adam Aron tweeting on Thursday night that he&#39;s seen no evidence of synthetic shorting of the multiplex operator.</p><blockquote>6. Candidly I&#39;ve seen no evidence so-called fake or synthetic shares exist. But many of you disagree. This preferred equity dividend goes ONLY to company issued shares. So, it will have the impact of a &#34;share count&#34; or unique dividend many of you have sought. #TodayWePounce</blockquote><p>Aron is giving some of the loudest retail shareholders what they want. As long as he also continues to give moviegoers what they want -- and that&#39;s just what we saw in the quarterly numbers -- AMC should be fine as the top dog of movie-theater stocks.</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>AMC Stock: Sell on the Pounce?</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\">\nAMC Stock: Sell on the Pounce?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/05/amc-stock-sell-on-the-pounce/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment gave shareholders nearly everything they wanted on Thursday. It posted second-quarter results that may have failed to exceed expectations but confirmed that its turnaround is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/05/amc-stock-sell-on-the-pounce/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2022/08/05/amc-stock-sell-on-the-pounce/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257199676","content_text":"AMC Entertainment gave shareholders nearly everything they wanted on Thursday. It posted second-quarter results that may have failed to exceed expectations but confirmed that its turnaround is succeeding on most fronts.Adjusted earnings before interest, taxes depreciation, and amortization (EBITDA) and its operating-cash generated turned positive for the period. The country's leading multiplex operator also announced a stock dividend that should shake out any potential fake or synthetic short positions in AMC.It wasn't enough. The stock was trading more than 10% lower by Thursday night.There's still a lot to like in AMC's flawed but encouraging performance. The market may not have been initially impressed, but the stock has rallied sharply since bottoming out in the single digits back in May. Besides, if you've plopped yourself down at an AMC screening lately, you know that there'll be plot twists until the final credits roll.We've seen dramatic trading-day reversals at AMC before. Let's take a closer look at the good and the not so good in Thursday's developments.Everything, everywhere all at onceAMC's revenue rose 162% to $1.1664 billion. It's a big move, but this was roughly in line with expectations.We knew this would be a big step up for the exhibitor. Domestic box-office receipts for the industry in the second quarter soared 186%, compared to the weak slate in the springtime of last year. International exhibitors fared even better -- an important point since 22% of AMC's top-line results were international.Taking a deeper dive into its stateside operations, AMC lost market share -- but this isn't a deal-breaker. The number of tickets that AMC sold in the U.S. for the quarter rose 144%, and the average price paid per ticket climbed 5.7%. Stack one on top of the other, and you arrive at a 153% year-over-year increase, a big move but well below the national pop. This isn't a failure on AMC's part as much as it is smaller chains finally gaining momentum after false starts earlier in the pandemic cycle.The truly disappointing metric in terms of theater-level performance is that folks are starting to spend less after scanning their admissions to get into the local multiplex. The average food and beverage revenue per domestic patron has declined 5% over the past year, going from $7.91 to $7.52. The international drop is a more substantial 8% decline.This also isn't awful news. It was only natural for folks to overspend early last year, when returning to the movies after a long absence was a novelty. It's still comfortably above pre-pandemic spending levels, and as long as it stabilizes here, AMC should be fine with this high-margin part of its business.AMC's adjusted net loss -- once you take out the gain from the early extinguishment of debt and the hit from the sharp drop in market value of its Hycroft Mining investment -- clocks in at $102.8 million, or $0.20 a share. This is also roughly what analysts were modeling, but it's still encouraging to see AMC's adjusted bottom line generating less than a third of the red ink it was gushing a year earlier.With its operating cash generated and adjusted EBITDA now firmly positive, AMC is in a better position to tackle its rising borrowing costs (because cash interest expense has climbed 60% over the past year).UnchartedIn a move to bust the potential ring of fake short-sellers, AMC also declared a special dividend of an AMC Preferred share for every share outstanding. It will essentially be the equivalent of a 2-for-1 stock split, only the preferred stock will trade under the ticker symbol APE when it's distributed in two weeks.The move is intended to smoke out illegal shorts, but once again, we had CEO Adam Aron tweeting on Thursday night that he's seen no evidence of synthetic shorting of the multiplex operator.6. Candidly I've seen no evidence so-called fake or synthetic shares exist. But many of you disagree. This preferred equity dividend goes ONLY to company issued shares. So, it will have the impact of a \"share count\" or unique dividend many of you have sought. #TodayWePounceAron is giving some of the loudest retail shareholders what they want. As long as he also continues to give moviegoers what they want -- and that's just what we saw in the quarterly numbers -- AMC should be fine as the top dog of movie-theater stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906016358,"gmtCreate":1659452903677,"gmtModify":1705980510245,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906016358","repostId":"2256696376","repostType":2,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966023497,"gmtCreate":1669352031719,"gmtModify":1676538187693,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966023497","repostId":"2282739124","repostType":2,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909909608,"gmtCreate":1658795460404,"gmtModify":1676536208213,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good 👍&nbsp;","listText":"Good 👍&nbsp;","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909909608","repostId":"1144847500","repostType":2,"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071068393,"gmtCreate":1657430780312,"gmtModify":1676536007418,"author":{"id":"4094912318336650","authorId":"4094912318336650","name":"Big Bull","avatar":"https://static.tigerbbs.com/a882f1e1fca8900b7ba0fae0ed568a02","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071068393","repostId":"2250181946","repostType":4,"repost":{"id":"2250181946","pubTimestamp":1657423573,"share":"https://www.laohu8.com/m/news/2250181946?lang=&edition=full","pubTime":"2022-07-10 11:26","market":"us","language":"en","title":"Occidental Petroleum: Tidal Wave Of Cash Flow Hitting The Balance Sheet","url":"https://stock-news.laohu8.com/highlight/detail?id=2250181946","media":"Seekingalpha","summary":"Occidental Petroleum Corporation (NYSE:OXY) made the Anadarko Petroleum acquisition and then had to ","content":"<html><head></head><body><p>Occidental Petroleum Corporation (NYSE:OXY) made the Anadarko Petroleum acquisition and then had to endure first an OPEC pricing war followed by the coronavirus demand destruction. The next surprise, the Ukrainian war, finally gave this company what it needed to straighten itself out from the acquisition (and that is strong commodity prices).</p><p>This company, like so many others, needs to get &#34;back on track.&#34; This industry is notorious for low visibility. Therefore, the challenges will be to get everything done that needs to be done while commodity prices remain strong. The payback for shareholders could be quite a bit from current prices if management succeeds.</p><p></p><p><img src=\"https://static.tigerbbs.com/99ee24aae8b232cdc6ff9071d1f7d50f\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Occidental Petroleum Cash Flow Statement First Quarter 2022. (Occidental Petroleum First Quarter 2022, Earnings Press Release Supplemental Schedules)</p><p>The biggest consideration has to be that cash flow before working capital changes took a huge leap past $4 billion in one quarter. The main (if not only significant) reason that working capital changes were negative is the increasing commodity prices made the same sales volumes far more costly. Therefore, accounts receivable would soak up working capital.</p><p>Fellow industry competitor ExxonMobil (XOM) has set the stage for earnings expectations by stating that profits are going to take a big jump in the second quarter. Occidental Petroleum is not nearly as diversified. But the upstream operations will report a badly needed great cash flow quarter. It does not take many of those great quarters to make the acquisition look good.</p><p>That is not going to be happening every quarter. At some point there will be a cyclical downturn to reverse what just happened. Before that, there should be a point in time where prices level out or reach a slightly lower equilibrium until supplies exceed demand to bring about the next cyclical downturn. That means operating cash flow from continuing operations will increase even if prices do not strengthen anymore. Hopefully this time around, the industry experiences something approaching a normal &#34;good times&#34; that lasts a year or two longer than the last time in 2018.</p><p>For a company like Occidental (where management plans got derailed), this is a chance for redemption in the eyes of the market. The market clearly sent the stock to a price level that indicated very little faith in the ability of management to navigate the future. It clearly did not turn out that way, of course. But the market clearly still has its doubts.</p><p></p><p><img src=\"https://static.tigerbbs.com/89a7602071902586176511496425b8d6\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Occidental Petroleum Common Stock Price History And Key Valuation Measures (Seeking Alpha Website July 8, 2022)</p><p>This stock is nothing close to the levels achieved before the pandemic. Part of that is due to the unknowns of the pandemic and the effect of delaying the company deleveraging plans. Supposedly, when managements make an acquisition (and plan to deleverage) they include a &#34;cushion&#34; in case the worst happens. However, the market may have feared that fiscal year 2020 was beyond anything management could have planned. That may well be true.</p><p>But most managements, including this one, will attempt to fix what they can. The latest pricing environment is a very welcome change from the environment that greeted the acquisition. The risk is that this environment does not last long enough or that very weak prices in the next downturn last too long. Hence the stock price rally may be muted until the market sees lower debt.</p><p>On the other hand, management repaid a lot of debt in the first quarter. As a result, management is on track to meet a $20 billion debt goal much sooner than anyone could have imagined 2 years ago. The lower debt allows the dividend restoration to begin far sooner than the market anticipated as well.</p><h2>Typical Acquisition</h2><p>Occidental did nothing different than much of the industry.</p><p>Cenovus Energy (CVE) acquired the half of the partnership from ConocoPhillips (COP) that it did not own by both using common stock and debt. Management by all accounts fully leveraged the company (probably way more than the stock market wanted because the market proceeded to dump the common).</p><p>Even though management had a plan to deleverage the balance sheet and by all accounts executed that plan well, the stock market kept the stock in the doghouse for long past the time after the balance sheet was straightened out.</p><p>The market did not care about details like better cash flow from increasing production. Only now after the company acquired additional refining capacity has the market begun to allow the stock out of the doghouse.</p><p></p><p><img src=\"https://static.tigerbbs.com/8e655c37ee8c5cfe259c308deab7b725\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cenovus Energy Common Stock Price History And Key Valuation Measures (Seeking Alpha Website July 8, 2022.)</p><p>Cash flow improved throughout the challenges presented by this industry. But as shown above, the market really has not noticed this stock until relatively recently despite tremendous cash flow improvement since the acquisition.</p><p>The point of all of this is that Occidental used a strategy that is actually fairly common throughout the industry. What was not common was the OPEC pricing war followed by the coronavirus demand destruction after that. The sizable cash flow demonstrated by the company is finally showing some demonstration to the market of the benefits of this acquisition.</p><p>With Cenovus, the cash flow improvement was far more (as a percentage change) significant. Yet Mr. Market kept the stock in the doghouse for several years as cash flow improved. Occidental will do very well if cash flow doubles at various pricing points from the acquisition.</p><p>That means that for Occidental, now is the time to prove to the market that future financial performance per share will exceed the results before the acquisition. It is not unusual for a large acquisition to take a few years to meet the goals of management. The strong commodity sales prices may allow for more cash to be available to speed up the optimization process while repaying debt.</p><h2>The Future</h2><p>Clearly Occidental has another quarter of significant debt reduction &#34;in the bag&#34; unless yet another unexpected event happens. After that it is less clear to the market.</p><p>On the other hand, the company needs to generate sustained earning power that is superior to the time before the acquisition. This is where a lot of large acquisitions fail to meet management expectations. Therefore, the market doubts about future earnings are reasonable.</p><p>Should management meet its goals for the acquisition, then the stock price will likely continue to at least the old highs. Generally, management makes any acquisition to do better in the next business cycle. Whether management has had enough time to optimize operations while assimilating this large acquisition remains an open question to the market.</p><p>Warren Buffet keeps buying the stock because the industry is unusually cheap. Price earnings ratios collapsed during the coronavirus demand destruction and really have not yet cyclically recovered. There is a lot of pessimism priced into this history because of what happened in the time period starting in 2015 through 2020.</p><p>But this industry is much better prepared for the low visibility than it was back in 2015. The pessimism likely remains overdone because Mr. Market expects the past to continue. Yet the speculative equity and lending money that rushed in (in the past) continues to be absent because of the severe speculative losses that followed. That absence is likely to continue.</p><p>At least now, it would appear that this stock has at least a speculative chance to exceed the old high prices of the last cycle. How much more than that depends upon the evaluation of the performance of the acquired properties.</p><p>The debt reduction to $20 billion will do a lot to restore the faith of the market in the balance sheet of the company. The next step is probably to get quarterly earnings past $3 per share. Stay tuned to see how well management performs in the future. It appears that the company is now back on track with the original plan.</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>Occidental Petroleum: Tidal Wave Of Cash Flow Hitting The Balance Sheet</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\">\nOccidental Petroleum: Tidal Wave Of Cash Flow Hitting The Balance Sheet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522472-occidental-petroleum-tidal-wave-of-cash-flow-hitting-the-balance-sheet><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Occidental Petroleum Corporation (NYSE:OXY) made the Anadarko Petroleum acquisition and then had to endure first an OPEC pricing war followed by the coronavirus demand destruction. The next surprise, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522472-occidental-petroleum-tidal-wave-of-cash-flow-hitting-the-balance-sheet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油"},"source_url":"https://seekingalpha.com/article/4522472-occidental-petroleum-tidal-wave-of-cash-flow-hitting-the-balance-sheet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250181946","content_text":"Occidental Petroleum Corporation (NYSE:OXY) made the Anadarko Petroleum acquisition and then had to endure first an OPEC pricing war followed by the coronavirus demand destruction. The next surprise, the Ukrainian war, finally gave this company what it needed to straighten itself out from the acquisition (and that is strong commodity prices).This company, like so many others, needs to get \"back on track.\" This industry is notorious for low visibility. Therefore, the challenges will be to get everything done that needs to be done while commodity prices remain strong. The payback for shareholders could be quite a bit from current prices if management succeeds.Occidental Petroleum Cash Flow Statement First Quarter 2022. (Occidental Petroleum First Quarter 2022, Earnings Press Release Supplemental Schedules)The biggest consideration has to be that cash flow before working capital changes took a huge leap past $4 billion in one quarter. The main (if not only significant) reason that working capital changes were negative is the increasing commodity prices made the same sales volumes far more costly. Therefore, accounts receivable would soak up working capital.Fellow industry competitor ExxonMobil (XOM) has set the stage for earnings expectations by stating that profits are going to take a big jump in the second quarter. Occidental Petroleum is not nearly as diversified. But the upstream operations will report a badly needed great cash flow quarter. It does not take many of those great quarters to make the acquisition look good.That is not going to be happening every quarter. At some point there will be a cyclical downturn to reverse what just happened. Before that, there should be a point in time where prices level out or reach a slightly lower equilibrium until supplies exceed demand to bring about the next cyclical downturn. That means operating cash flow from continuing operations will increase even if prices do not strengthen anymore. Hopefully this time around, the industry experiences something approaching a normal \"good times\" that lasts a year or two longer than the last time in 2018.For a company like Occidental (where management plans got derailed), this is a chance for redemption in the eyes of the market. The market clearly sent the stock to a price level that indicated very little faith in the ability of management to navigate the future. It clearly did not turn out that way, of course. But the market clearly still has its doubts.Occidental Petroleum Common Stock Price History And Key Valuation Measures (Seeking Alpha Website July 8, 2022)This stock is nothing close to the levels achieved before the pandemic. Part of that is due to the unknowns of the pandemic and the effect of delaying the company deleveraging plans. Supposedly, when managements make an acquisition (and plan to deleverage) they include a \"cushion\" in case the worst happens. However, the market may have feared that fiscal year 2020 was beyond anything management could have planned. That may well be true.But most managements, including this one, will attempt to fix what they can. The latest pricing environment is a very welcome change from the environment that greeted the acquisition. The risk is that this environment does not last long enough or that very weak prices in the next downturn last too long. Hence the stock price rally may be muted until the market sees lower debt.On the other hand, management repaid a lot of debt in the first quarter. As a result, management is on track to meet a $20 billion debt goal much sooner than anyone could have imagined 2 years ago. The lower debt allows the dividend restoration to begin far sooner than the market anticipated as well.Typical AcquisitionOccidental did nothing different than much of the industry.Cenovus Energy (CVE) acquired the half of the partnership from ConocoPhillips (COP) that it did not own by both using common stock and debt. Management by all accounts fully leveraged the company (probably way more than the stock market wanted because the market proceeded to dump the common).Even though management had a plan to deleverage the balance sheet and by all accounts executed that plan well, the stock market kept the stock in the doghouse for long past the time after the balance sheet was straightened out.The market did not care about details like better cash flow from increasing production. Only now after the company acquired additional refining capacity has the market begun to allow the stock out of the doghouse.Cenovus Energy Common Stock Price History And Key Valuation Measures (Seeking Alpha Website July 8, 2022.)Cash flow improved throughout the challenges presented by this industry. But as shown above, the market really has not noticed this stock until relatively recently despite tremendous cash flow improvement since the acquisition.The point of all of this is that Occidental used a strategy that is actually fairly common throughout the industry. What was not common was the OPEC pricing war followed by the coronavirus demand destruction after that. The sizable cash flow demonstrated by the company is finally showing some demonstration to the market of the benefits of this acquisition.With Cenovus, the cash flow improvement was far more (as a percentage change) significant. Yet Mr. Market kept the stock in the doghouse for several years as cash flow improved. Occidental will do very well if cash flow doubles at various pricing points from the acquisition.That means that for Occidental, now is the time to prove to the market that future financial performance per share will exceed the results before the acquisition. It is not unusual for a large acquisition to take a few years to meet the goals of management. The strong commodity sales prices may allow for more cash to be available to speed up the optimization process while repaying debt.The FutureClearly Occidental has another quarter of significant debt reduction \"in the bag\" unless yet another unexpected event happens. After that it is less clear to the market.On the other hand, the company needs to generate sustained earning power that is superior to the time before the acquisition. This is where a lot of large acquisitions fail to meet management expectations. Therefore, the market doubts about future earnings are reasonable.Should management meet its goals for the acquisition, then the stock price will likely continue to at least the old highs. Generally, management makes any acquisition to do better in the next business cycle. Whether management has had enough time to optimize operations while assimilating this large acquisition remains an open question to the market.Warren Buffet keeps buying the stock because the industry is unusually cheap. Price earnings ratios collapsed during the coronavirus demand destruction and really have not yet cyclically recovered. There is a lot of pessimism priced into this history because of what happened in the time period starting in 2015 through 2020.But this industry is much better prepared for the low visibility than it was back in 2015. The pessimism likely remains overdone because Mr. Market expects the past to continue. Yet the speculative equity and lending money that rushed in (in the past) continues to be absent because of the severe speculative losses that followed. That absence is likely to continue.At least now, it would appear that this stock has at least a speculative chance to exceed the old high prices of the last cycle. How much more than that depends upon the evaluation of the performance of the acquired properties.The debt reduction to $20 billion will do a lot to restore the faith of the market in the balance sheet of the company. The next step is probably to get quarterly earnings past $3 per share. Stay tuned to see how well management performs in the future. It appears that the company is now back on track with the original plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}