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09-29

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Alibaba's Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership

09-26

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4 Singapore Stocks Conducting Acquisitions to Grow Their Business

07-11

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CPI Report Could Bolster Case for Fed Rate Cuts

02-09

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2023-03-30

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The "Explosive" AI Trend Is Here to Stay. These Stocks Are Poised to Benefit

2023-02-23

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AI Mania Propels Nvidia Value by Nearly $200 Billion This Year

2022-11-09

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2021-12-23

Yes buy and accumulate now - and then wait 😇

Grab Stock May Be Down But It Isn’t Out

2021-12-21

What about Donald Trump ? 🤔🤔🤔

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2021-12-21

Good time to Buy and accumulate SEA and PayPal

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Go to Tiger App to see more news

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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354659711615104","repostId":"2470305936","repostType":2,"repost":{"id":"2470305936","kind":"highlight","pubTimestamp":1727505723,"share":"https://ttm.financial/m/news/2470305936?lang=&edition=fundamental","pubTime":"2024-09-28 14:42","market":"fut","language":"en","title":"Alibaba's Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=2470305936","media":"seekingalpha","summary":"China's recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains' durability, and at this time they've been relinquishe","content":"<html><head></head><body><ul style=\"\"><li><p>China&#39;s recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains&#39; durability, and at this time they&#39;ve been relinquished.</p></li><li><p>However, we believe Alibaba&#39;s recent upsurge, driven primarily by economic stimulus pervasively applicable to its Chinese peers, continues to underappreciate impending company-specific catalysts.</p></li><li><p>The market&#39;s elevated interest in China&#39;s recent macroeconomic developments has essentially overshadowed Alibaba&#39;s recent slew of global partnerships forged — including the one with AI darling Nvidia.</p></li><li><p>The latest developments, which follow the recent completion of Alibaba&#39;s antitrust probe, could potentially be paving the way to a larger AI partnership on the global scale that remains overlooked.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/462cd3697f83bcec3578c700effe99fc\" tg-width=\"750\" tg-height=\"500\"/></p><p>maybefalse</p><p></p><p>Despite the absence of OpenAI’s ChatGPT or Google’s (GOOG, GOOGL) Gemini in China, the region has not been short of interest in generative AI. In fact, the nascent technology garners the highest penetration rate in China compared to other global economies. More than half of the region’s Internet users currently rely on generative AI in their day-to-day settings. This has accordingly encouraged a slew of homegrown products, from smartphones and PCs to cars and home appliances, that have touted in-house developed AI features.</p><p>One of the most pervasively used AI models in China right now is <strong>Alibaba Group Holding Limited’s</strong> (NYSE:BABA) open-sourced Tongyi Qianwen – or “Qwen.” As discussed in our previous coverage on the stock, Qwen is currently one of the most familiar large language models among Chinese developers. The large language model (“LLM”) also underpins generative AI features in key consumer and enterprise apps in China, including Taobao and DingTalk with each reaching more than 600 million active users.</p><p>We believe Alibaba’s deepening foray in AI developments in China, alongside its increasing participation in global partnerships, cement the foundation to its stock’s sustained upsurge from current levels. Specifically, the recent integration of Alibaba’s Qwen model with Nvidia’s (NVDA) Drive AGX Orin platform to enable next-generation autonomous mobility technologies is a significant milestone. The collaboration also marks Alibaba’s second with a global partner this month. Alibaba had partnered with MasterCard (MA) in early September to launch the “Business Edge Credit Card.” The latest developments build confidence that Beijing’s regulatory grip on the company’s overseas partnerships and growth strategies has indeed eased following the completion of a years-long probe.</p><p>Looking ahead, we anticipate further global penetration of Alibaba’s portfolio businesses, particularly its AI advancements, to unlock pent-up valuation gains for the stock. Specifically, Alibaba currently marks a top contender for Apple’s (AAPL) eventual Apple Intelligence partner in China, which remains underappreciated by markets, in our opinion.</p><p>We view this as a key near-term catalyst in sustaining a durable upward valuation re-rate for the Alibaba stock. Specifically, an Apple collaboration would further validate Alibaba’s AI capabilities. But more importantly, it would also structurally lift the market’s concerns about whether Alibaba is still investible given its direct exposure to the U.S.-China crossfire. This has been a key multiple compression risk to the stock recently. And an Apple partnership would likely confirm that Alibaba’s ability to participate in global growth opportunities, while also being regulatory compliant, has been effectively restored. We believe this would be key to narrowing the valuation discount between Alibaba and its U.S. counterparts, which has been primarily attributable to China-related risks. The anticipated multiple uplift is also expected to complement tangible fundamental improvements underpinning the stock’s upside potential.</p><h2 id=\"id_1810362860\">Alibaba Could Be A Key Beneficiary of Apple’s AI Strategy for China</h2><p>Apple’s introduction of “Apple Intelligence” AI features during WWDC 2024 in June has been a key driver to the stock’s upsurge since. The Apple stock’s climb to records was primarily fueled by investors’ optimism about an impending upgrade supercycle with the launch of an AI-enabled iPhone 16. Yet, anticipated delays to the rollout of promised “Apple Intelligence” features and an absent deployment strategy for China have been key drawbacks to expectations of pulled forward revenue growth.</p><p>Recall that much of Apple’s revenue declines in the past year have been driven by weakening iPhone uptake. This was particularly pronounced in China due to the combination of a soft consumer spending environment and intensifying competition in the region. iPhone shipments to China have been consistently losing share to local rivals, particularly Huawei, in the past 12 months. Despite pushing rare price discounts to encourage purchases, iPhone shipments fell by more than 3% y/y in China during the June quarter. The iPhone also fell out of the region’s top five sellers for the first time in four years during the period.</p><p>And Apple’s lacking AI strategy in China continues to shed uncertainty over how or when the persistent iPhone sales declines in this core growth region will be arrested. There are currently more than 300 million iPhone 12s sold during the 5G upgrade cycle that have yet to be replaced. About a third of that is in China, underscoring the importance of this market for Apple’s anticipated upgrade supercycle to materialize.</p><p>Essentially, the longer it takes for Apple Intelligence to deploy in China, the greater the risks of further market share loss to local rivals like Huawei. This is particularly in the more affluent tier 1 markets that are less prone to current macroeconomic woes in the region. And this reality is already gradually unfolding, as evidenced through robust local interest in the latest Huawei Mate XT. Despite being the market’s most expensive smartphone, priced at $2,800 to $3,370, the Mate XT had garnered well over six million preorders leading up to its initial sales last week.</p><p>Admittedly, the Huawei Mate XT is not expected to perform as well as its mass market products like the Mate 60, which stunned the world with its technology breakthrough last year despite U.S. sanctions. But strong demand for the trifold smartphone highlights pockets of pent-up demand in China for premium products despite the region’s mixed macro backdrop.</p><p>And it has become urgent for Apple to start incentivizing consumers into pulling the trigger on an iPhone instead. Otherwise, Apple risks entrenched market share loss to its Chinese rivals. Why? It is because the steepening loss of iPhone revenue share in the Chinese smartphone market today would take years to restore – even if Apple wanted to – given the extended useful life of these devices nowadays. Every lost AI smartphone sale to a local rival is essentially a pushed-out opportunity for the iPhone until its next upgrade cycle.</p><p>For now, Apple has continued to stay mum on its AI strategy for China – the second-largest iPhone market after the United States. And there have been limited updates beyond the generic high-level commentary that the rollout of Apple Intelligence features will first begin in the U.S. later this year, with expansion to other regions thereafter.</p><p>OpenAI’s ChatGPT is currently the primary technology underpinning Apple Intelligence features in the U.S., and potentially other key regions in the future; the iPhone maker also plans to eventually collaborate with Google’s Gemini model. But these U.S.-built technologies are inaccessible in China, leaving questions about whom the beneficiary might be in Apple’s eventual launch of AI features in the region.</p><p>We believe Alibaba makes a strong contender for AI opportunities in China – not only for Apple but for other product OEMs and service providers as well. This is corroborated by its recent slew of global partnerships forged without triggering disapproval from Beijing, highlighting Alibaba’s strong regulatory compliance following the official completion of its years-long antitrust probe. The company’s diverse AI product portfolio, which spans beyond the flagship Qwen model, also caters well to varying market needs and broadens its TAM. And the already pervasive integration and familiarity of Alibaba’s AI capabilities across both consumer and enterprise use cases in China is also appealing to prospective customers like Apple looking to optimize their installed base.</p><p>Taken together, we believe Alibaba is well-positioned for impending AI opportunities. This would also complement ongoing improvements in company-wide fundamentals, and reinforce a sustained upward valuation re-rate from current levels for the stock.</p><h2 id=\"id_3134418956\">Alibaba&#39;s Improving Global Presence</h2><p>Alibaba’s fall from grace recently was primarily marked by a tightening regulatory grip from the Chinese government. In the name of “common prosperity,” Beijing has unleashed harsh regulatory changes, targeting primarily China’s biggest tech companies. The harsh treatment included stringent scrutiny of overseas partnerships and securities listings, as well as antitrust crackdowns that have essentially overhauled big Chinese tech’s historical business models and stymied their once lucrative growth prospects.</p><p>In the latest development, Alibaba appears to have finally turned a page. The company received notice from the China’s State Administration of Market Regulation in late August that it has completed the three-year “rectification” period for its antitrust violations found in 2021. Admittedly, the stock did not immediately return to its historical record highs following the news. In fact, it continued to trade near the $80 range, which we had previously viewed as a potentially sustained support level given continued fundamental improvements in the underlying business. This was largely expected, as the official “notice of release” does not mean Alibaba can restore the historical business practices that had underpinned its lucrative growth patterns in the old days.</p><p>But the key is what came <em>after</em> Alibaba received confirmation on the completion of its rectification period. The company has already gone on to forge two global partnerships this month. And these are not any ordinary global partnerships; they are global partnerships with international players based in the United States. This is a stark reversal from the days of stringent regulatory scrutiny on overseas partnerships, particularly in the U.S., during the peak of Beijing’s crackdown on big tech practices.</p><p>Earlier this month, Alibaba had partnered with Mastercard (MA) to launch the “Alibaba.com Business Edge Credit Card.” The card targets U.S. small businesses, with exclusive perks aimed at incentivizing purchases on Alibaba.com. In addition to the anticipated positive impact on Alibaba’s fundamentals, the partnership with MasterCard to deepen its reach in U.S. wholesale and retail opportunities also reinforces confidence that Beijing’s regulatory overhang on the company has eased.</p><p>And earlier this week, Alibaba announced a collaboration with AI darling Nvidia in the launch of new autonomous mobility technologies. This marks a significant milestone for Alibaba’s flagship Qwen model, which has been integrated into the Nvidia Drive AGX Orin platform to unlock new solutions optimized for autonomous mobility and digital cockpit applications.</p><p>The latest global developments for Alibaba essentially assuage two critical considerations for prospective customers of its nascent AI offerings – namely, regulatory compliance with the Chinese government, and technological validation. With these two barriers addressed, Alibaba is well-positioned in accessing the global AI TAM. Not only does this solidify its prospects in partaking in AI opportunities overseas, but the recent events corroborate a favorable outlook for Alibaba’s AI strategy at home too. The company essentially serves as a critical gateway for foreign companies like Nvidia, and, potentially Apple, looking to partake in AI opportunities in China. Continued global endorsement for Alibaba’s AI strategy and other offerings represents a key upside catalyst for the stock by structurally diminishing the China risk overhang that has been compressing its valuation multiple recently.</p><h2 id=\"id_2627408538\">Alibaba&#39;s Diversified AI Portfolio</h2><p>Alibaba is currently most widely known for its flagship open-sourced Qwen model. But that is not where the company’s AI product roadmap stops.</p><p>The company currently monetizes primarily from the Bailian AI model repository platform, which offers access to its wide-ranging Tongyi LLMs for developers. The number of paying users on Bailian has grown by more than 200% q/q during the June quarter, highlighting the pervasive adoption of Alibaba’s AI solutions. This is similar to LLM-as-a-service offerings observed in hyperscalers like Amazon Bedrock (AMZN), Azure OpenAI Service (MSFT), and Google Vertex AI, which have been key growth drivers for the cohort’s respective cloud businesses over the past year.</p><p>In the latest development, Alibaba has also launched more than 100 open-sourced LLMs under “Qwen 2.5.” The repository is optimized by use case, targeting generative AI developments curated for verticals spanning automotive, gaming, science research and others. It also supports over 29 languages, highlighting Alibaba’s ambition to gain relevance in global AI developments.</p><p>The company’s diversified AI product roadmap is further reinforced by its prescient investments in some of China’s most prominent start-ups in the nascent field. Specifically, Alibaba has been a key investor in Moonshot, Minimax, Zhipu, Baichuan, and 01.AI. They represent five of China’s “Six Little Dragons” – a cohort of key LLM developers that have mostly already received regulatory approval for public rollout.</p><p>Alibaba’s diverse AI roadmap, spanning both internal and external developments across a wide array of use cases, makes it a suitable choice for varying customer needs. The strategy is particularly attractive for prospective global customers, such as Apple, looking to optimize penetration into a wide array of generative AI use cases, including productivity and healthcare.</p><h2 id=\"id_484015733\">Alibaba&#39;s Deep Reach in Critical End Markets</h2><p>As discussed in our previous coverage on Alibaba, its flagship open-sourced Qwen model has become a familiar choice for local developers as well. This has been reinforced by deep Qwen integration into some of China’s most used consumer and enterprise apps. They include Alibaba’s very own Taobao and Tmall shopping app, which boasts over 600 million MAUs, and the DingTalk chat and productivity app most commonly found in enterprise settings (think Microsoft Teams or CRM’s Slack), which now serves more than 600 million users.</p><p>This is a key reinforcement to the appeal of Qwen for prospective adoption by global players like Apple. Alibaba’s Qwen model effectively shows relevance, familiarity and reach into its prospective customers’ two key end-markets. We believe this reinforces Alibaba’s prospects in replicating the customer appeal and success of dominant AI models in the U.S., such OpenAI’s GPT-x and Google’s Gemini.</p><h2 id=\"id_528172350\">Valuation Considerations</h2><p>We believe Alibaba’s widening reach into global opportunities, reinforced by its AI leadership in China, represents a key catalyst for unlocking pent-up valuation gains in the stock from current levels. These developments are expected to structurally diminish Alibaba’s exposure to China risks over time, and accordingly restore the stock’s multiple uplift towards levels closer to its U.S. counterparts. They are also expected to complement recent tailwinds. These include policy and stimulus support from Beijing, Alibaba’s admission into the Stock Connect program in Hong Kong, and generous share buybacks underpinned by an improving fundamental outlook under the company’s new leadership.</p><p>As a result, we believe the Alibaba stock is likely to keep its gains this time around with incremental upside to come. We are revising our base case price target for the stock to <strong>$100</strong> (previously $86) to reflect its gradual detachment from previous multiple compression risks that include regulatory and geopolitical uncertainties.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b43b2abea91982ab139d9a86a9ab667\" tg-width=\"640\" tg-height=\"133\"/></p><p>Author</p><p></p><p>The price target is derived from the weighted average of outcomes under both the discounted cash flow (“DCF”) and sum-of-the-parts valuation approach.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d5a58035843469d367fb53a27ee4c33\" tg-width=\"640\" tg-height=\"63\"/></p><p>Author</p><p></p><p>Under the DCF approach, Alibaba yields an estimated intrinsic value of $120 apiece. The analysis considers cash flow projections taken in line with the fundamental forecast discussed in our F1Q25 earnings update for Alibaba. A 3.5% perpetual growth rate is applied to projected FY 2029 EBITDA to determine Alibaba’s terminal value. The assumption applied is consistent with the estimated pace of long-term economic growth in Alibaba’s core Chinese home market, which is an adequate gauge for the company’s steady-state outlook. A 9.7% WACC in line with Alibaba’s capital structure and risk profile is also considered in the analysis.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2f6ad959195c2ca0351775ed427c5e5\" tg-width=\"640\" tg-height=\"296\"/></p><p>Author</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/32eb46b7156cc9982f05ac64c487dda0\" tg-width=\"640\" tg-height=\"192\"/></p><p>Author</p><p></p><p>Under the SOTP approach, Alibaba yields an estimated intrinsic value of $87 apiece. The analysis considers peer multiples on a relative basis to growth observed across the Internet, e-commerce, cloud, and logistics sectors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21ecd47a26e30569ff0bc73cb47c11d7\" tg-width=\"640\" tg-height=\"493\"/></p><p>Author</p><p></p><h4 id=\"id_2814858056\"><em>Upside Scenario</em></h4><p>In the upside scenario, we expect the Alibaba stock to reach $130 apiece. Although it is still a far cry from its historical peak, the upside scenario price is reflective of a structural easing in multiple compression risk factors specific to China big tech.</p><p>The upside scenario price is derived under the DCF approach. This approach offers a fair presentation of the company’s estimated intrinsic value, in our opinion, without dilution from peer multiples that continue to face elevated exposure to China risks. The analysis considers cash flow projections reflective of a stronger growth profile underpinned by incremental global opportunities, particularly through Alibaba’s AI capabilities. The key valuation assumptions (i.e., 9.7% WACC; 3.5% perpetual growth rate) remain unchanged from the base case.</p><h2 id=\"id_2963759119\">Conclusion</h2><p>Despite previous spouts of upsurge, the Alibaba stock has time and again found itself back in the $80 level recently. We believe this had represented a consistent support level, especially as Alibaba’s fundamental outlook and regulatory backdrop continues to improve.</p><p>But this time around, the Alibaba stock’s latest rally is expected to showcase greater durability. Specifically, we believe the stock’s recent upsurge, driven primarily by external tailwinds pervasively applicable to the Chinese market, continues to underappreciate Alibaba’s company-specific catalysts discussed in the foregoing analysis.</p><p>We believe Alibaba’s continued expansion into global opportunities, reinforced by its AI leadership in China, will be supportive of a long-awaited, sustained uplift from current levels. A potential partnership with Apple for its AI strategy in China is something we are keeping an eye out for in the near-term. This is especially with Alibaba being well-positioned for the opportunity given its diverse AI product roadmap and deep market reach in China.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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 Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership</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 Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-28 14:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4723827-alibaba-savior-not-chinese-stimulus-but-impending-global-ai-partnership><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China's recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains' durability, and at this time they've been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4723827-alibaba-savior-not-chinese-stimulus-but-impending-global-ai-partnership\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4524":"宅经济概念","BK4220":"综合零售","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4527":"明星科技股","LU0594300419.USD":"富达中国消费基金A","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1046421795.USD":"富达环球科技A-ACC","BK4526":"热门中概股","BK4587":"ChatGPT概念","BK4122":"互联网与直销零售","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4502":"阿里概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BABA":"阿里巴巴","BK4505":"高瓴资本持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4581":"高盛持仓","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4504":"桥水持仓","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0048580855.USD":"富达大中华区A","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4558":"双十一","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4531":"中概回港概念","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","09988":"阿里巴巴-W","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC"},"source_url":"https://seekingalpha.com/article/4723827-alibaba-savior-not-chinese-stimulus-but-impending-global-ai-partnership","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2470305936","content_text":"China's recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains' durability, and at this time they've been relinquished.However, we believe Alibaba's recent upsurge, driven primarily by economic stimulus pervasively applicable to its Chinese peers, continues to underappreciate impending company-specific catalysts.The market's elevated interest in China's recent macroeconomic developments has essentially overshadowed Alibaba's recent slew of global partnerships forged — including the one with AI darling Nvidia.The latest developments, which follow the recent completion of Alibaba's antitrust probe, could potentially be paving the way to a larger AI partnership on the global scale that remains overlooked.maybefalseDespite the absence of OpenAI’s ChatGPT or Google’s (GOOG, GOOGL) Gemini in China, the region has not been short of interest in generative AI. In fact, the nascent technology garners the highest penetration rate in China compared to other global economies. More than half of the region’s Internet users currently rely on generative AI in their day-to-day settings. This has accordingly encouraged a slew of homegrown products, from smartphones and PCs to cars and home appliances, that have touted in-house developed AI features.One of the most pervasively used AI models in China right now is Alibaba Group Holding Limited’s (NYSE:BABA) open-sourced Tongyi Qianwen – or “Qwen.” As discussed in our previous coverage on the stock, Qwen is currently one of the most familiar large language models among Chinese developers. The large language model (“LLM”) also underpins generative AI features in key consumer and enterprise apps in China, including Taobao and DingTalk with each reaching more than 600 million active users.We believe Alibaba’s deepening foray in AI developments in China, alongside its increasing participation in global partnerships, cement the foundation to its stock’s sustained upsurge from current levels. Specifically, the recent integration of Alibaba’s Qwen model with Nvidia’s (NVDA) Drive AGX Orin platform to enable next-generation autonomous mobility technologies is a significant milestone. The collaboration also marks Alibaba’s second with a global partner this month. Alibaba had partnered with MasterCard (MA) in early September to launch the “Business Edge Credit Card.” The latest developments build confidence that Beijing’s regulatory grip on the company’s overseas partnerships and growth strategies has indeed eased following the completion of a years-long probe.Looking ahead, we anticipate further global penetration of Alibaba’s portfolio businesses, particularly its AI advancements, to unlock pent-up valuation gains for the stock. Specifically, Alibaba currently marks a top contender for Apple’s (AAPL) eventual Apple Intelligence partner in China, which remains underappreciated by markets, in our opinion.We view this as a key near-term catalyst in sustaining a durable upward valuation re-rate for the Alibaba stock. Specifically, an Apple collaboration would further validate Alibaba’s AI capabilities. But more importantly, it would also structurally lift the market’s concerns about whether Alibaba is still investible given its direct exposure to the U.S.-China crossfire. This has been a key multiple compression risk to the stock recently. And an Apple partnership would likely confirm that Alibaba’s ability to participate in global growth opportunities, while also being regulatory compliant, has been effectively restored. We believe this would be key to narrowing the valuation discount between Alibaba and its U.S. counterparts, which has been primarily attributable to China-related risks. The anticipated multiple uplift is also expected to complement tangible fundamental improvements underpinning the stock’s upside potential.Alibaba Could Be A Key Beneficiary of Apple’s AI Strategy for ChinaApple’s introduction of “Apple Intelligence” AI features during WWDC 2024 in June has been a key driver to the stock’s upsurge since. The Apple stock’s climb to records was primarily fueled by investors’ optimism about an impending upgrade supercycle with the launch of an AI-enabled iPhone 16. Yet, anticipated delays to the rollout of promised “Apple Intelligence” features and an absent deployment strategy for China have been key drawbacks to expectations of pulled forward revenue growth.Recall that much of Apple’s revenue declines in the past year have been driven by weakening iPhone uptake. This was particularly pronounced in China due to the combination of a soft consumer spending environment and intensifying competition in the region. iPhone shipments to China have been consistently losing share to local rivals, particularly Huawei, in the past 12 months. Despite pushing rare price discounts to encourage purchases, iPhone shipments fell by more than 3% y/y in China during the June quarter. The iPhone also fell out of the region’s top five sellers for the first time in four years during the period.And Apple’s lacking AI strategy in China continues to shed uncertainty over how or when the persistent iPhone sales declines in this core growth region will be arrested. There are currently more than 300 million iPhone 12s sold during the 5G upgrade cycle that have yet to be replaced. About a third of that is in China, underscoring the importance of this market for Apple’s anticipated upgrade supercycle to materialize.Essentially, the longer it takes for Apple Intelligence to deploy in China, the greater the risks of further market share loss to local rivals like Huawei. This is particularly in the more affluent tier 1 markets that are less prone to current macroeconomic woes in the region. And this reality is already gradually unfolding, as evidenced through robust local interest in the latest Huawei Mate XT. Despite being the market’s most expensive smartphone, priced at $2,800 to $3,370, the Mate XT had garnered well over six million preorders leading up to its initial sales last week.Admittedly, the Huawei Mate XT is not expected to perform as well as its mass market products like the Mate 60, which stunned the world with its technology breakthrough last year despite U.S. sanctions. But strong demand for the trifold smartphone highlights pockets of pent-up demand in China for premium products despite the region’s mixed macro backdrop.And it has become urgent for Apple to start incentivizing consumers into pulling the trigger on an iPhone instead. Otherwise, Apple risks entrenched market share loss to its Chinese rivals. Why? It is because the steepening loss of iPhone revenue share in the Chinese smartphone market today would take years to restore – even if Apple wanted to – given the extended useful life of these devices nowadays. Every lost AI smartphone sale to a local rival is essentially a pushed-out opportunity for the iPhone until its next upgrade cycle.For now, Apple has continued to stay mum on its AI strategy for China – the second-largest iPhone market after the United States. And there have been limited updates beyond the generic high-level commentary that the rollout of Apple Intelligence features will first begin in the U.S. later this year, with expansion to other regions thereafter.OpenAI’s ChatGPT is currently the primary technology underpinning Apple Intelligence features in the U.S., and potentially other key regions in the future; the iPhone maker also plans to eventually collaborate with Google’s Gemini model. But these U.S.-built technologies are inaccessible in China, leaving questions about whom the beneficiary might be in Apple’s eventual launch of AI features in the region.We believe Alibaba makes a strong contender for AI opportunities in China – not only for Apple but for other product OEMs and service providers as well. This is corroborated by its recent slew of global partnerships forged without triggering disapproval from Beijing, highlighting Alibaba’s strong regulatory compliance following the official completion of its years-long antitrust probe. The company’s diverse AI product portfolio, which spans beyond the flagship Qwen model, also caters well to varying market needs and broadens its TAM. And the already pervasive integration and familiarity of Alibaba’s AI capabilities across both consumer and enterprise use cases in China is also appealing to prospective customers like Apple looking to optimize their installed base.Taken together, we believe Alibaba is well-positioned for impending AI opportunities. This would also complement ongoing improvements in company-wide fundamentals, and reinforce a sustained upward valuation re-rate from current levels for the stock.Alibaba's Improving Global PresenceAlibaba’s fall from grace recently was primarily marked by a tightening regulatory grip from the Chinese government. In the name of “common prosperity,” Beijing has unleashed harsh regulatory changes, targeting primarily China’s biggest tech companies. The harsh treatment included stringent scrutiny of overseas partnerships and securities listings, as well as antitrust crackdowns that have essentially overhauled big Chinese tech’s historical business models and stymied their once lucrative growth prospects.In the latest development, Alibaba appears to have finally turned a page. The company received notice from the China’s State Administration of Market Regulation in late August that it has completed the three-year “rectification” period for its antitrust violations found in 2021. Admittedly, the stock did not immediately return to its historical record highs following the news. In fact, it continued to trade near the $80 range, which we had previously viewed as a potentially sustained support level given continued fundamental improvements in the underlying business. This was largely expected, as the official “notice of release” does not mean Alibaba can restore the historical business practices that had underpinned its lucrative growth patterns in the old days.But the key is what came after Alibaba received confirmation on the completion of its rectification period. The company has already gone on to forge two global partnerships this month. And these are not any ordinary global partnerships; they are global partnerships with international players based in the United States. This is a stark reversal from the days of stringent regulatory scrutiny on overseas partnerships, particularly in the U.S., during the peak of Beijing’s crackdown on big tech practices.Earlier this month, Alibaba had partnered with Mastercard (MA) to launch the “Alibaba.com Business Edge Credit Card.” The card targets U.S. small businesses, with exclusive perks aimed at incentivizing purchases on Alibaba.com. In addition to the anticipated positive impact on Alibaba’s fundamentals, the partnership with MasterCard to deepen its reach in U.S. wholesale and retail opportunities also reinforces confidence that Beijing’s regulatory overhang on the company has eased.And earlier this week, Alibaba announced a collaboration with AI darling Nvidia in the launch of new autonomous mobility technologies. This marks a significant milestone for Alibaba’s flagship Qwen model, which has been integrated into the Nvidia Drive AGX Orin platform to unlock new solutions optimized for autonomous mobility and digital cockpit applications.The latest global developments for Alibaba essentially assuage two critical considerations for prospective customers of its nascent AI offerings – namely, regulatory compliance with the Chinese government, and technological validation. With these two barriers addressed, Alibaba is well-positioned in accessing the global AI TAM. Not only does this solidify its prospects in partaking in AI opportunities overseas, but the recent events corroborate a favorable outlook for Alibaba’s AI strategy at home too. The company essentially serves as a critical gateway for foreign companies like Nvidia, and, potentially Apple, looking to partake in AI opportunities in China. Continued global endorsement for Alibaba’s AI strategy and other offerings represents a key upside catalyst for the stock by structurally diminishing the China risk overhang that has been compressing its valuation multiple recently.Alibaba's Diversified AI PortfolioAlibaba is currently most widely known for its flagship open-sourced Qwen model. But that is not where the company’s AI product roadmap stops.The company currently monetizes primarily from the Bailian AI model repository platform, which offers access to its wide-ranging Tongyi LLMs for developers. The number of paying users on Bailian has grown by more than 200% q/q during the June quarter, highlighting the pervasive adoption of Alibaba’s AI solutions. This is similar to LLM-as-a-service offerings observed in hyperscalers like Amazon Bedrock (AMZN), Azure OpenAI Service (MSFT), and Google Vertex AI, which have been key growth drivers for the cohort’s respective cloud businesses over the past year.In the latest development, Alibaba has also launched more than 100 open-sourced LLMs under “Qwen 2.5.” The repository is optimized by use case, targeting generative AI developments curated for verticals spanning automotive, gaming, science research and others. It also supports over 29 languages, highlighting Alibaba’s ambition to gain relevance in global AI developments.The company’s diversified AI product roadmap is further reinforced by its prescient investments in some of China’s most prominent start-ups in the nascent field. Specifically, Alibaba has been a key investor in Moonshot, Minimax, Zhipu, Baichuan, and 01.AI. They represent five of China’s “Six Little Dragons” – a cohort of key LLM developers that have mostly already received regulatory approval for public rollout.Alibaba’s diverse AI roadmap, spanning both internal and external developments across a wide array of use cases, makes it a suitable choice for varying customer needs. The strategy is particularly attractive for prospective global customers, such as Apple, looking to optimize penetration into a wide array of generative AI use cases, including productivity and healthcare.Alibaba's Deep Reach in Critical End MarketsAs discussed in our previous coverage on Alibaba, its flagship open-sourced Qwen model has become a familiar choice for local developers as well. This has been reinforced by deep Qwen integration into some of China’s most used consumer and enterprise apps. They include Alibaba’s very own Taobao and Tmall shopping app, which boasts over 600 million MAUs, and the DingTalk chat and productivity app most commonly found in enterprise settings (think Microsoft Teams or CRM’s Slack), which now serves more than 600 million users.This is a key reinforcement to the appeal of Qwen for prospective adoption by global players like Apple. Alibaba’s Qwen model effectively shows relevance, familiarity and reach into its prospective customers’ two key end-markets. We believe this reinforces Alibaba’s prospects in replicating the customer appeal and success of dominant AI models in the U.S., such OpenAI’s GPT-x and Google’s Gemini.Valuation ConsiderationsWe believe Alibaba’s widening reach into global opportunities, reinforced by its AI leadership in China, represents a key catalyst for unlocking pent-up valuation gains in the stock from current levels. These developments are expected to structurally diminish Alibaba’s exposure to China risks over time, and accordingly restore the stock’s multiple uplift towards levels closer to its U.S. counterparts. They are also expected to complement recent tailwinds. These include policy and stimulus support from Beijing, Alibaba’s admission into the Stock Connect program in Hong Kong, and generous share buybacks underpinned by an improving fundamental outlook under the company’s new leadership.As a result, we believe the Alibaba stock is likely to keep its gains this time around with incremental upside to come. We are revising our base case price target for the stock to $100 (previously $86) to reflect its gradual detachment from previous multiple compression risks that include regulatory and geopolitical uncertainties.AuthorThe price target is derived from the weighted average of outcomes under both the discounted cash flow (“DCF”) and sum-of-the-parts valuation approach.AuthorUnder the DCF approach, Alibaba yields an estimated intrinsic value of $120 apiece. The analysis considers cash flow projections taken in line with the fundamental forecast discussed in our F1Q25 earnings update for Alibaba. A 3.5% perpetual growth rate is applied to projected FY 2029 EBITDA to determine Alibaba’s terminal value. The assumption applied is consistent with the estimated pace of long-term economic growth in Alibaba’s core Chinese home market, which is an adequate gauge for the company’s steady-state outlook. A 9.7% WACC in line with Alibaba’s capital structure and risk profile is also considered in the analysis.AuthorAuthorUnder the SOTP approach, Alibaba yields an estimated intrinsic value of $87 apiece. The analysis considers peer multiples on a relative basis to growth observed across the Internet, e-commerce, cloud, and logistics sectors.AuthorUpside ScenarioIn the upside scenario, we expect the Alibaba stock to reach $130 apiece. Although it is still a far cry from its historical peak, the upside scenario price is reflective of a structural easing in multiple compression risk factors specific to China big tech.The upside scenario price is derived under the DCF approach. This approach offers a fair presentation of the company’s estimated intrinsic value, in our opinion, without dilution from peer multiples that continue to face elevated exposure to China risks. The analysis considers cash flow projections reflective of a stronger growth profile underpinned by incremental global opportunities, particularly through Alibaba’s AI capabilities. The key valuation assumptions (i.e., 9.7% WACC; 3.5% perpetual growth rate) remain unchanged from the base case.ConclusionDespite previous spouts of upsurge, the Alibaba stock has time and again found itself back in the $80 level recently. We believe this had represented a consistent support level, especially as Alibaba’s fundamental outlook and regulatory backdrop continues to improve.But this time around, the Alibaba stock’s latest rally is expected to showcase greater durability. Specifically, we believe the stock’s recent upsurge, driven primarily by external tailwinds pervasively applicable to the Chinese market, continues to underappreciate Alibaba’s company-specific catalysts discussed in the foregoing analysis.We believe Alibaba’s continued expansion into global opportunities, reinforced by its AI leadership in China, will be supportive of a long-awaited, sustained uplift from current levels. A potential partnership with Apple for its AI strategy in China is something we are keeping an eye out for in the near-term. This is especially with Alibaba being well-positioned for the opportunity given its diverse AI product roadmap and deep market reach in China.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353415417299144,"gmtCreate":1727319845219,"gmtModify":1727319849038,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353415417299144","repostId":"2469463844","repostType":2,"repost":{"id":"2469463844","kind":"highlight","pubTimestamp":1727316654,"share":"https://ttm.financial/m/news/2469463844?lang=&edition=fundamental","pubTime":"2024-09-26 10:10","market":"sg","language":"en","title":"4 Singapore Stocks Conducting Acquisitions to Grow Their Business","url":"https://stock-news.laohu8.com/highlight/detail?id=2469463844","media":"The Smart Investor","summary":"These four companies carried out acquisitions to grow their top and bottom lines.","content":"<html><head></head><body><p>There are several ways that companies can grow their business.</p><p>They can engage in organic growth such as building a new factory or expanding their product lines.</p><p>Another option is to acquire other businesses to boost their capabilities or augment a specific division to make help it to grow faster.</p><p>Here are four Singapore stocks that recently announced acquisitions to help grow their revenue and profits.</p><h2 id=\"id_2993097827\"><a href=\"https://laohu8.com/S/QC7.SI\">Q&amp;M Dental Group</a></h2><p>Q&amp;M Dental owns the largest network of private dental clinics in Singapore with 107 such outlets around the island.</p><p>The group employs 270 dentists and more than 350 supporting staff and sees around 40,000 patient visits per month.</p><p>Q&amp;M Dental also has dental clinics in Malaysia and is a substantial shareholder of Aoxin Q&amp;M Dental Group (SGX: 1D4), a group that operates dental clinics and hospitals in China.</p><p>Earlier this month, management entered into a memorandum of understanding (MOU) to acquire the dental clinic business of Veritas.</p><p>Veritas operates a dental clinic business at 781 Bukit Timah Road and is 90% owned by Dr. Sebrina Binti Abdul Malik.</p><p>This proposed acquisition is in line with Q&amp;M Dental’s plan to continue expanding its dental clinic presence in Singapore.</p><p>Dr. Sebrina will also enter into a service agreement with the group for a minimum term of 10 years.</p><p>Q&amp;M Dental will fork out S$800,000 for the acquisition and the MOU also states that Vertias and Dr. Sebrina will have a profit guarantee of S$1.02 million from 1 September 2024 to 31 August 2032.</p><p>The net book value of Veritas for the fiscal year ending 31 Decemeber 2023 was S$203,486.</p><h2 id=\"id_1935446733\"><a href=\"https://laohu8.com/S/AIY.SI\">iFAST Corporation Limited</a></h2><p>iFAST is a financial technology company that operates a platform for the buying and selling of unit trusts, equities, and bonds.</p><p>As of 30 June 2024, the group’s assets under administration (AUA) stood at a record high of S$22.4 billion.</p><p>Last week, iFAST announced that it acquired 300,000 shares of iFAST Global Bank (iGB) for a consideration of £4 million in cash, representing a stake of 6.93% of the bank.</p><p>Following this acquisition, iGB has become a wholly-owned subsidiary of iFAST.</p><p>For its second quarter of 2024 (2Q 2024) earnings, iFAST expects iGB to become an important growth driver for the group in 2025 and beyond.</p><p>Customer deposits at iGB surged by 80.3% year on year to S$646.6 million for 2Q 2024, which contributed to a 265% year-on-year jump in net interest income of S$1.85 million for the quarter.</p><p>In early September, iGB introduced EzRemit, a cross-currency transfer service, for its digital personal banking (DPB) customers.</p><p>EzRemit allows DPB customers to transfer money affordably to more than 50 countries in over 25 currencies and facilitates transfers to international banks and over 50 e-wallets.</p><h2 id=\"id_358547880\"><a href=\"https://laohu8.com/S/DCRU.SI\">Digital Core REIT</a></h2><p>Digital Core REIT, or DCR, is a data centre REIT with a portfolio of 10 data centres worth S$1.4 billion as of 30 June 2024.</p><p>Earlier this month, the REIT announced its intention to acquire an interest of between 0.2% to 40% of a Frankfurt data centre.</p><p>Based on current market conditions, the manager expects to acquire an interest of around 10% of this facility.</p><p>The Frankfurt data centre is 98.5% leased to a roster of blue-chip clients and has a remaining weighted average lease expiry of 5.8 years based on annualised rent.</p><p>DCR has an option to acquire up to an 89.9% interest in this facility.</p><p>The total acquisition cost is estimated at between US$1.1 million and US$213 million.</p><p>The manager believes that this acquisition will help DCR to achieve scale and diversification while improving the portfolio’s credit rating.</p><p>The purchase is also 1.7% accretive to distribution per unit assuming a 10% stake purchase.</p><p>The Frankfurt data centre also offers organic growth opportunities with embedded rent escalation clauses while limited new supply provides the chance for the manager to achieve positive rental reversions.</p><h2 id=\"id_1492852349\"><a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries</a></h2><p>Sembcorp Industries, or SCI, is an energy and urban solutions provider with a balanced energy portfolio of 21.2 GW and urban development projects that span over 14,000 hectares across Asia.</p><p>Last week, SCI signed a sale and purchase agreement with ENGIE Global Developments B.V to acquire the latter’s 30% interest in Senoko Energy Pte Ltd.</p><p>Senoko Energy is a major supplier of electricity in Singapore and this proposed acquisition will be complementary to SCI’s current portfolio of energy assets.</p><p>The purchase will assist the utility giant to support Singapore’s energy transition while providing for energy security and resilience for Singapore.</p><p>The Energy Market Authority has reviewed this transaction and has no objections to this proposed acquisition.</p><p>The salient terms of this proposed acquisition will be announced in due course and is expected to complete by the fourth quarter of this year.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore Stocks Conducting Acquisitions to Grow Their Business</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore Stocks Conducting Acquisitions to Grow Their Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-26 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-stocks-conducting-acquisitions-to-grow-their-business/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are several ways that companies can grow their business.They can engage in organic growth such as building a new factory or expanding their product lines.Another option is to acquire other ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-stocks-conducting-acquisitions-to-grow-their-business/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6131":"数据中心房地产信托","1D4.SI":"奥新全民口腔集团有限公司","DCRU.SI":"DigiCore Reit USD","BK6503":"金融科技概念","U96.SI":"胜科工业","BK6511":"医疗保健服务概念","BK6500":"公用股","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","QC7.SI":"全民","BK6512":"房地产股","BK6100":"保健护理服务","BK6014":"特种房地产投资信托","BK6052":"资产管理与托管银行","CFA.SI":"NikkoAM-STC Asia REIT","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK4007":"制药","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","AIY.SI":"奕丰集团","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","BK6113":"复合型公用事业"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-stocks-conducting-acquisitions-to-grow-their-business/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469463844","content_text":"There are several ways that companies can grow their business.They can engage in organic growth such as building a new factory or expanding their product lines.Another option is to acquire other businesses to boost their capabilities or augment a specific division to make help it to grow faster.Here are four Singapore stocks that recently announced acquisitions to help grow their revenue and profits.Q&M Dental GroupQ&M Dental owns the largest network of private dental clinics in Singapore with 107 such outlets around the island.The group employs 270 dentists and more than 350 supporting staff and sees around 40,000 patient visits per month.Q&M Dental also has dental clinics in Malaysia and is a substantial shareholder of Aoxin Q&M Dental Group (SGX: 1D4), a group that operates dental clinics and hospitals in China.Earlier this month, management entered into a memorandum of understanding (MOU) to acquire the dental clinic business of Veritas.Veritas operates a dental clinic business at 781 Bukit Timah Road and is 90% owned by Dr. Sebrina Binti Abdul Malik.This proposed acquisition is in line with Q&M Dental’s plan to continue expanding its dental clinic presence in Singapore.Dr. Sebrina will also enter into a service agreement with the group for a minimum term of 10 years.Q&M Dental will fork out S$800,000 for the acquisition and the MOU also states that Vertias and Dr. Sebrina will have a profit guarantee of S$1.02 million from 1 September 2024 to 31 August 2032.The net book value of Veritas for the fiscal year ending 31 Decemeber 2023 was S$203,486.iFAST Corporation LimitediFAST is a financial technology company that operates a platform for the buying and selling of unit trusts, equities, and bonds.As of 30 June 2024, the group’s assets under administration (AUA) stood at a record high of S$22.4 billion.Last week, iFAST announced that it acquired 300,000 shares of iFAST Global Bank (iGB) for a consideration of £4 million in cash, representing a stake of 6.93% of the bank.Following this acquisition, iGB has become a wholly-owned subsidiary of iFAST.For its second quarter of 2024 (2Q 2024) earnings, iFAST expects iGB to become an important growth driver for the group in 2025 and beyond.Customer deposits at iGB surged by 80.3% year on year to S$646.6 million for 2Q 2024, which contributed to a 265% year-on-year jump in net interest income of S$1.85 million for the quarter.In early September, iGB introduced EzRemit, a cross-currency transfer service, for its digital personal banking (DPB) customers.EzRemit allows DPB customers to transfer money affordably to more than 50 countries in over 25 currencies and facilitates transfers to international banks and over 50 e-wallets.Digital Core REITDigital Core REIT, or DCR, is a data centre REIT with a portfolio of 10 data centres worth S$1.4 billion as of 30 June 2024.Earlier this month, the REIT announced its intention to acquire an interest of between 0.2% to 40% of a Frankfurt data centre.Based on current market conditions, the manager expects to acquire an interest of around 10% of this facility.The Frankfurt data centre is 98.5% leased to a roster of blue-chip clients and has a remaining weighted average lease expiry of 5.8 years based on annualised rent.DCR has an option to acquire up to an 89.9% interest in this facility.The total acquisition cost is estimated at between US$1.1 million and US$213 million.The manager believes that this acquisition will help DCR to achieve scale and diversification while improving the portfolio’s credit rating.The purchase is also 1.7% accretive to distribution per unit assuming a 10% stake purchase.The Frankfurt data centre also offers organic growth opportunities with embedded rent escalation clauses while limited new supply provides the chance for the manager to achieve positive rental reversions.Sembcorp IndustriesSembcorp Industries, or SCI, is an energy and urban solutions provider with a balanced energy portfolio of 21.2 GW and urban development projects that span over 14,000 hectares across Asia.Last week, SCI signed a sale and purchase agreement with ENGIE Global Developments B.V to acquire the latter’s 30% interest in Senoko Energy Pte Ltd.Senoko Energy is a major supplier of electricity in Singapore and this proposed acquisition will be complementary to SCI’s current portfolio of energy assets.The purchase will assist the utility giant to support Singapore’s energy transition while providing for energy security and resilience for Singapore.The Energy Market Authority has reviewed this transaction and has no objections to this proposed acquisition.The salient terms of this proposed acquisition will be announced in due course and is expected to complete by the fourth quarter of this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326245142864040,"gmtCreate":1720673860916,"gmtModify":1720673897872,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326245142864040","repostId":"2450811858","repostType":2,"repost":{"id":"2450811858","kind":"highlight","pubTimestamp":1720663200,"share":"https://ttm.financial/m/news/2450811858?lang=&edition=fundamental","pubTime":"2024-07-11 10:00","market":"us","language":"en","title":"CPI Report Could Bolster Case for Fed Rate Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2450811858","media":"Yahoo Finance","summary":"On Thursday, investors will digest one of the most important data points that will shape future Federal Reserve interest rate policy: June's Consumer Price Index (CPI).The inflation report, set for re","content":"<html><head></head><body><p style=\"text-align: start;\">On Thursday, investors will digest one of the most important data points that will shape future Federal Reserve interest rate policy: June&#39;s Consumer Price Index (CPI).</p><p style=\"text-align: start;\">The inflation report, set for release at 8:30 a.m. ET, is expected to show headline inflation of 3.1%, a deceleration from the 3.3% rise seen in May. This would be the smallest annual rise since January as another drop in energy prices likely will have contributed to further downward pressure on headline CPI.</p><p>Over the prior month, consumer prices are expected to have risen 0.1%, a slight uptick from May&#39;s flat monthly reading.</p><p style=\"text-align: start;\">Meanwhile, on a &#34;core&#34; basis, which strips out the more volatile costs of food and gas, prices in June are expected to have risen 3.4% over last year and 0.2% over the prior month, unchanged from May, according to Bloomberg data.</p><p style=\"text-align: start;\">&#34;We expect the June CPI report to be another confidence builder following the undeniably good May report,&#34; Bank of America economists Stephen Juneau and Michael Gapen wrote in a note last week.</p><p style=\"text-align: start;\">The economists said while the anticipated numbers are &#34;not quite as low as May, it would be a good print for the Fed.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b93e17d16d959e7d7372c102ecbb4ca5\" tg-width=\"788\" tg-height=\"594\"/></p><p>Thursday&#39;s inflation data arrives at a critical moment for the central bank after slowing job market growth, coupled with recent testimony from Federal Reserve Chair Jay Powell, have kept rate cut hopes alive.</p><p style=\"text-align: start;\">Powell, who is set to complete his semiannual policy update to Congress on Wednesday, has largely stuck to his data-dependent narrative — a positive sign given recent encouraging data. On Tuesday, he told the Senate Banking Committee that although there&#39;s been evidence of inflation cooling, the Fed still needs more &#34;good data&#34; to be confident that inflation is moving toward the Fed&#39;s 2% target.</p><p style=\"text-align: start;\">Core inflation has remained stubbornly elevated due to higher costs of shelter and core services like insurance and medical care. In May, non-housing services &#34;surprisingly edged down in May, owing in large part to a slight decline in motor vehicle insurance,&#34; Bank of America&#39;s Juneau and Gapen noted.</p><p style=\"text-align: start;\">But the economists expect the services category (and motor vehicle insurance) to have increased in June, indicative of the &#34;bumpy&#34; path forward when it comes to price stabilization.</p><p style=\"text-align: start;\">&#34;Non-housing services inflation should moderate over time given cooling services wage inflation; however, a sustained period of deflation is unlikely,&#34; they warned.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdbdc879efb88f4245ab3da21a881129\" alt=\"Federal Reserve Board Chair Jerome Powell speaks at a news conference at the Federal Reserve in Washington, on June 12, 2024.\" title=\"Federal Reserve Board Chair Jerome Powell speaks at a news conference at the Federal Reserve in Washington, on June 12, 2024.\" tg-width=\"960\" tg-height=\"640\"/><span>Federal Reserve Board Chair Jerome Powell speaks at a news conference at the Federal Reserve in Washington, on June 12, 2024.</span></p><p>Meanwhile, price increases for rent and owners&#39; equivalent rent, or the hypothetical rent a homeowner would pay for the same property, are expected to cool in the coming months, BofA said, &#34;which should add to the Fed&#39;s confidence on the inflation outlook.&#34;</p><p style=\"text-align: start;\">The team at Goldman Sachs, led by Jan Hatzius, agreed &#34;further disinflation&#34; remains in the pipeline this year, citing &#34;rebalancing in the auto, housing rental, and labor markets.&#34;</p><p style=\"text-align: start;\">Still, &#34;we expect offsets from continued catch-up inflation in healthcare and car insurance and from single-family rent growth continuing to outpace multifamily rent growth.&#34;</p><p style=\"text-align: start;\">Goldman anticipates year-over-year core CPI inflation of 3.2% and core PCE inflation of 2.7% in December 2024, down from their previous projection of 3.5% and 2.8%, respectively.</p><h2 id=\"to-cut-or-not-to-cut\" style=\"text-align: start;\">To cut or not to cut?</h2><p style=\"text-align: start;\">Inflation has remained stubbornly above the Federal Reserve&#39;s 2% target on an annual basis. But recent economic data has helped fuel a narrative that the central bank should cut rates sooner than later.</p><p style=\"text-align: start;\">On Friday, the Bureau of Labor Statistics showed the labor market added 206,000 nonfarm payroll jobs last month, ahead of the 190,000-plus expected by economists. However, the unemployment rate unexpectedly rose to 4.1%, up from 4% in the month prior. It was the highest reading in almost three years.</p><p style=\"text-align: start;\">Notably, the Fed&#39;s preferred inflation gauge, the so-called core PCE price index, showed inflation eased in May. The year-over-year change in core PCE came in at 2.6% over the prior year in May, in line with estimates and the slowest annual gain in more than three years.</p><p style=\"text-align: start;\">&#34;Should the CPI report print [fall] in line with our expectations, we would maintain our expectation for the Fed to start its cutting cycle in December,&#34; BofA said. &#34;That said, we do acknowledge that another 0.2% month-over-month print for core CPI would tilt the risk towards an earlier cut especially given signs of softening activity.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d242d1bf8366fa97335ecdbca419601\" tg-width=\"792\" tg-height=\"726\"/></p><p style=\"text-align: start;\">Investors now anticipate a range of one to two 25-basis-point cuts in 2024, down from the six cuts expected at the start of the year, according to Bloomberg data.</p><p style=\"text-align: start;\">As of Wednesday, markets were pricing in a roughly 75% chance the Federal Reserve begins to cut rates at its September meeting, according to data from the CME Group.</p></body></html>","source":"yahoofinance_sg","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>CPI Report Could Bolster Case for Fed Rate Cuts</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCPI Report Could Bolster Case for Fed Rate Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/consumer-prices-expected-to-have-cooled-further-in-june-bolstering-hopes-for-fed-rate-cuts-144531331.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Thursday, investors will digest one of the most important data points that will shape future Federal Reserve interest rate policy: June's Consumer Price Index (CPI).The inflation report, set for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/consumer-prices-expected-to-have-cooled-further-in-june-bolstering-hopes-for-fed-rate-cuts-144531331.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/consumer-prices-expected-to-have-cooled-further-in-june-bolstering-hopes-for-fed-rate-cuts-144531331.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450811858","content_text":"On Thursday, investors will digest one of the most important data points that will shape future Federal Reserve interest rate policy: June's Consumer Price Index (CPI).The inflation report, set for release at 8:30 a.m. ET, is expected to show headline inflation of 3.1%, a deceleration from the 3.3% rise seen in May. This would be the smallest annual rise since January as another drop in energy prices likely will have contributed to further downward pressure on headline CPI.Over the prior month, consumer prices are expected to have risen 0.1%, a slight uptick from May's flat monthly reading.Meanwhile, on a \"core\" basis, which strips out the more volatile costs of food and gas, prices in June are expected to have risen 3.4% over last year and 0.2% over the prior month, unchanged from May, according to Bloomberg data.\"We expect the June CPI report to be another confidence builder following the undeniably good May report,\" Bank of America economists Stephen Juneau and Michael Gapen wrote in a note last week.The economists said while the anticipated numbers are \"not quite as low as May, it would be a good print for the Fed.\"Thursday's inflation data arrives at a critical moment for the central bank after slowing job market growth, coupled with recent testimony from Federal Reserve Chair Jay Powell, have kept rate cut hopes alive.Powell, who is set to complete his semiannual policy update to Congress on Wednesday, has largely stuck to his data-dependent narrative — a positive sign given recent encouraging data. On Tuesday, he told the Senate Banking Committee that although there's been evidence of inflation cooling, the Fed still needs more \"good data\" to be confident that inflation is moving toward the Fed's 2% target.Core inflation has remained stubbornly elevated due to higher costs of shelter and core services like insurance and medical care. In May, non-housing services \"surprisingly edged down in May, owing in large part to a slight decline in motor vehicle insurance,\" Bank of America's Juneau and Gapen noted.But the economists expect the services category (and motor vehicle insurance) to have increased in June, indicative of the \"bumpy\" path forward when it comes to price stabilization.\"Non-housing services inflation should moderate over time given cooling services wage inflation; however, a sustained period of deflation is unlikely,\" they warned.Federal Reserve Board Chair Jerome Powell speaks at a news conference at the Federal Reserve in Washington, on June 12, 2024.Meanwhile, price increases for rent and owners' equivalent rent, or the hypothetical rent a homeowner would pay for the same property, are expected to cool in the coming months, BofA said, \"which should add to the Fed's confidence on the inflation outlook.\"The team at Goldman Sachs, led by Jan Hatzius, agreed \"further disinflation\" remains in the pipeline this year, citing \"rebalancing in the auto, housing rental, and labor markets.\"Still, \"we expect offsets from continued catch-up inflation in healthcare and car insurance and from single-family rent growth continuing to outpace multifamily rent growth.\"Goldman anticipates year-over-year core CPI inflation of 3.2% and core PCE inflation of 2.7% in December 2024, down from their previous projection of 3.5% and 2.8%, respectively.To cut or not to cut?Inflation has remained stubbornly above the Federal Reserve's 2% target on an annual basis. But recent economic data has helped fuel a narrative that the central bank should cut rates sooner than later.On Friday, the Bureau of Labor Statistics showed the labor market added 206,000 nonfarm payroll jobs last month, ahead of the 190,000-plus expected by economists. However, the unemployment rate unexpectedly rose to 4.1%, up from 4% in the month prior. It was the highest reading in almost three years.Notably, the Fed's preferred inflation gauge, the so-called core PCE price index, showed inflation eased in May. The year-over-year change in core PCE came in at 2.6% over the prior year in May, in line with estimates and the slowest annual gain in more than three years.\"Should the CPI report print [fall] in line with our expectations, we would maintain our expectation for the Fed to start its cutting cycle in December,\" BofA said. \"That said, we do acknowledge that another 0.2% month-over-month print for core CPI would tilt the risk towards an earlier cut especially given signs of softening activity.\"Investors now anticipate a range of one to two 25-basis-point cuts in 2024, down from the six cuts expected at the start of the year, according to Bloomberg data.As of Wednesday, markets were pricing in a roughly 75% chance the Federal Reserve begins to cut rates at its September meeting, according to data from the CME Group.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272001118212344,"gmtCreate":1707444317114,"gmtModify":1707444321882,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272001118212344","repostId":"2409616795","repostType":2,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941613712,"gmtCreate":1680186981337,"gmtModify":1680186984970,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941613712","repostId":"2323719875","repostType":2,"repost":{"id":"2323719875","kind":"highlight","pubTimestamp":1680191344,"share":"https://ttm.financial/m/news/2323719875?lang=&edition=fundamental","pubTime":"2023-03-30 23:49","market":"us","language":"en","title":"The \"Explosive\" AI Trend Is Here to Stay. These Stocks Are Poised to Benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=2323719875","media":"Marketwatch","summary":"The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for compani","content":"<html><head></head><body><p>The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.</p><p>“Unlike many other innovative technologies that have relatively short hype cycles,” such as the metaverse, “we believe generative AI may enjoy a longer cycle,” D.A. Davidson analyst Gil Luria told MarketWatch. “The rate of innovation around it right now is explosive, and that should continue as a wide series of products are introduced and transformed.”</p><p>Shares of companies big and small, and across industries, have gotten a lift from AI involvement this year, as Wall Street has rushed to get in on the latest craze. In a way the frenzy is reminiscent of older investment fads, such as when companies tried to market themselves as blockchain plays amid the late 2017 cryptocurrency boom, though AI has already proven itself able to offer tangible benefits to businesses.</p><p>But while AI had the potential to make a “meme stock” earlier in the year, helping to take shares of <a href=\"https://laohu8.com/S/BZFD\">BuzzFeed Inc.</a>, on a wild winter ride after the publisher announced plans to integrate technology from ChatGPT creator OpenAI into its content, Wall Street’s fascination with the theme has become more targeted. BuzzFeed shares, which rallied about 300% during one January stretch, are now trading below they were before that big run-up.</p><p>With so many businesses touting their AI credentials, the biggest winners could be the companies that live and breathe the technology. While BuzzFeed’s stock has given back its AI-fueled gains, shares of <a href=\"https://laohu8.com/S/AI\">C3.ai Inc.</a>, a software company that develops AI applications for a host of sectors, have held up better.</p><p>The stock has rocketed 132% so far this year, with the company counting organizations including Shell PLC, energy company Baker Hughes Co. and the U.S. Air Force among its customers. The S&amp;P 500 index is up only 4.9% over the same span.</p><p>“We believe there are only two publicly traded companies that will see the impact of this revolution on 2023 results,” D.A. Davidson’s Luria told MarketWatch. Those are <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp.</a>, and C3.ai.</p><p>Microsoft, which has integrated ChatCPT into parts of its business, saw its shares ride to their best week in nearly eight years earlier in March, fueled partly by the ChatGPT buzz. Back in January, Microsoft announced a multiyear, multibillion dollar investment in OpenAI, setting the stage for a prominent AI battle with Alphabet-owned Google GOOG, +0.53% GOOGL, +0.36%, which recently opened up access to its rival AI offering, Bard.</p><p>For Microsoft, the immediate benefit is from the share gains in Bing, according to Luria. “For every point of share they take they will get an incremental $0.10 a share of earnings,” he said, noting that Microsoft’s Azure cloud business is also a winner. “We believe the Azure business will gain share this year as practically all OpenAI and related volumes will happen on Azure.”</p><p>By 2025 at the latest, he sees the potential for 45 cents to 50 cents in earnings upside fueled by AI tie-ins with Azure.</p><p>C3.ai, which makes AI software used by manufacturing, government, financial services, oil and gas and defense companies, is touting the ability of its “generative AI” technology to integrate with AI technology from OpenAI and Google.</p><p>The company cited “substantially improving” market sentiment alongside its early March earnings report, and it’s been garnering positive attention from analysts. Earlier this month D.A. Davidson analyst Luria reiterated his buy rating and $30 price target, citing the potential for C3.ai’s “generative AI” products to increase enterprise adoption of AI.</p><p>“We believe their new generative AI product will drive an acceleration of growth by the end of the year,” Luria told MarketWatch. “C3 has been cultivating AI-based relationships with corporate customers for years and we believe generative AI will be the killer app that capitalized on these relationships.”</p><p>AI momentum is building in the field, according to Wedbush analyst Dan Ives, who raised his C3.ai price target to $24 from $13 earlier this month. “The company continues to experience increased demand for its AI solutions that are designed to increase a range of applications across industries fueling tailwinds in the market,” he wrote in a note to clients.</p><p>There can be no doubts about C3.ai’s focus as “it has AI in its name,” said Rishi Khanna, the CEO of Stocktwits, a social platform for investors and traders. He wonders whether other companies will rebrand to follow C3.ai’s lead.</p><p>“We saw it in the dot-com days, and with crypto, where people were putting it in their names. Does this become a fundraising/capital raising tool?” he asked.</p><p>Khanna told MarketWatch that he’s seen “this AI theme blend across asset classes.” Not only have cryptocurrency and technology players hopped on the bandwagon, but also bigger companies in a variety of industries have sought to make it known that they’ve found ways to integrate AI into their businesses.</p><p>Beyond C3.ai, other presumptive AI beneficiaries are prominent enough that they don’t need to stick the theme in their names for investors to understand their potential with the technology.</p><p>Stocktwits’ Khanna sees chip giant <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a> as a beneficiary of the AI boom, noting that the company’s specialized AI chip accounts for the majority of the high-end AI market.</p><p>Nvidia’s stock has risen 85% so far in 2023, and is heading for its best quarter in more than two decades. After losing its luster last year as the stay-home economy cooled, Nvidia’s stock is trendy once again, with analysts hyping up the chipmaker’s unique AI potential.</p><p>“AI requires a new computing platform; Microsoft and Nvidia are early leaders and great partners in building one helped by OpenAI,” wrote Oppenheimer analyst Timothy Horan in a note to clients this week. “NVDA is plumly positioned with what are widely regarded as industry leading GPUs [graphics processing units], leveraging an extensive AI software stack that will work to gain AI wallet/compute share in the cloud.”</p><p>D.A. Davidson’s Luria notes that it could be some time before we see the broader impact of the AI revolution beyond the immediately apparent beneficiaries. Many other companies and industries will be transformed, he told MarketWatch. “But it may take months and years before we know who else will benefit,” he added.</p><p>But as investors salivate over the potential of AI, some regulators and technologists worry the craze is generating steam too quickly. The Federal Trade Commission recently warned companies against relying on unfounded AI hype in their marketing. And high-profile figures including <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> CEO Elon Musk and <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> co-founder Steve Wozniak just signed on to an open letter causing for a pause on advanced AI development due to the risks posed by AI systems with human-competitive intelligence.</p></body></html>","source":"mwatch_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>The \"Explosive\" AI Trend Is Here to Stay. These Stocks Are Poised to Benefit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"Explosive\" AI Trend Is Here to Stay. These Stocks Are Poised to Benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-explosive-ai-trend-is-here-to-stay-these-stocks-are-poised-to-benefit-82aed67d?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.“Unlike many ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-explosive-ai-trend-is-here-to-stay-these-stocks-are-poised-to-benefit-82aed67d?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","TSLA":"特斯拉","AI":"C3.ai, Inc.","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/the-explosive-ai-trend-is-here-to-stay-these-stocks-are-poised-to-benefit-82aed67d?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323719875","content_text":"The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.“Unlike many other innovative technologies that have relatively short hype cycles,” such as the metaverse, “we believe generative AI may enjoy a longer cycle,” D.A. Davidson analyst Gil Luria told MarketWatch. “The rate of innovation around it right now is explosive, and that should continue as a wide series of products are introduced and transformed.”Shares of companies big and small, and across industries, have gotten a lift from AI involvement this year, as Wall Street has rushed to get in on the latest craze. In a way the frenzy is reminiscent of older investment fads, such as when companies tried to market themselves as blockchain plays amid the late 2017 cryptocurrency boom, though AI has already proven itself able to offer tangible benefits to businesses.But while AI had the potential to make a “meme stock” earlier in the year, helping to take shares of BuzzFeed Inc., on a wild winter ride after the publisher announced plans to integrate technology from ChatGPT creator OpenAI into its content, Wall Street’s fascination with the theme has become more targeted. BuzzFeed shares, which rallied about 300% during one January stretch, are now trading below they were before that big run-up.With so many businesses touting their AI credentials, the biggest winners could be the companies that live and breathe the technology. While BuzzFeed’s stock has given back its AI-fueled gains, shares of C3.ai Inc., a software company that develops AI applications for a host of sectors, have held up better.The stock has rocketed 132% so far this year, with the company counting organizations including Shell PLC, energy company Baker Hughes Co. and the U.S. Air Force among its customers. The S&P 500 index is up only 4.9% over the same span.“We believe there are only two publicly traded companies that will see the impact of this revolution on 2023 results,” D.A. Davidson’s Luria told MarketWatch. Those are Microsoft Corp., and C3.ai.Microsoft, which has integrated ChatCPT into parts of its business, saw its shares ride to their best week in nearly eight years earlier in March, fueled partly by the ChatGPT buzz. Back in January, Microsoft announced a multiyear, multibillion dollar investment in OpenAI, setting the stage for a prominent AI battle with Alphabet-owned Google GOOG, +0.53% GOOGL, +0.36%, which recently opened up access to its rival AI offering, Bard.For Microsoft, the immediate benefit is from the share gains in Bing, according to Luria. “For every point of share they take they will get an incremental $0.10 a share of earnings,” he said, noting that Microsoft’s Azure cloud business is also a winner. “We believe the Azure business will gain share this year as practically all OpenAI and related volumes will happen on Azure.”By 2025 at the latest, he sees the potential for 45 cents to 50 cents in earnings upside fueled by AI tie-ins with Azure.C3.ai, which makes AI software used by manufacturing, government, financial services, oil and gas and defense companies, is touting the ability of its “generative AI” technology to integrate with AI technology from OpenAI and Google.The company cited “substantially improving” market sentiment alongside its early March earnings report, and it’s been garnering positive attention from analysts. Earlier this month D.A. Davidson analyst Luria reiterated his buy rating and $30 price target, citing the potential for C3.ai’s “generative AI” products to increase enterprise adoption of AI.“We believe their new generative AI product will drive an acceleration of growth by the end of the year,” Luria told MarketWatch. “C3 has been cultivating AI-based relationships with corporate customers for years and we believe generative AI will be the killer app that capitalized on these relationships.”AI momentum is building in the field, according to Wedbush analyst Dan Ives, who raised his C3.ai price target to $24 from $13 earlier this month. “The company continues to experience increased demand for its AI solutions that are designed to increase a range of applications across industries fueling tailwinds in the market,” he wrote in a note to clients.There can be no doubts about C3.ai’s focus as “it has AI in its name,” said Rishi Khanna, the CEO of Stocktwits, a social platform for investors and traders. He wonders whether other companies will rebrand to follow C3.ai’s lead.“We saw it in the dot-com days, and with crypto, where people were putting it in their names. Does this become a fundraising/capital raising tool?” he asked.Khanna told MarketWatch that he’s seen “this AI theme blend across asset classes.” Not only have cryptocurrency and technology players hopped on the bandwagon, but also bigger companies in a variety of industries have sought to make it known that they’ve found ways to integrate AI into their businesses.Beyond C3.ai, other presumptive AI beneficiaries are prominent enough that they don’t need to stick the theme in their names for investors to understand their potential with the technology.Stocktwits’ Khanna sees chip giant Nvidia Corp. as a beneficiary of the AI boom, noting that the company’s specialized AI chip accounts for the majority of the high-end AI market.Nvidia’s stock has risen 85% so far in 2023, and is heading for its best quarter in more than two decades. After losing its luster last year as the stay-home economy cooled, Nvidia’s stock is trendy once again, with analysts hyping up the chipmaker’s unique AI potential.“AI requires a new computing platform; Microsoft and Nvidia are early leaders and great partners in building one helped by OpenAI,” wrote Oppenheimer analyst Timothy Horan in a note to clients this week. “NVDA is plumly positioned with what are widely regarded as industry leading GPUs [graphics processing units], leveraging an extensive AI software stack that will work to gain AI wallet/compute share in the cloud.”D.A. Davidson’s Luria notes that it could be some time before we see the broader impact of the AI revolution beyond the immediately apparent beneficiaries. Many other companies and industries will be transformed, he told MarketWatch. “But it may take months and years before we know who else will benefit,” he added.But as investors salivate over the potential of AI, some regulators and technologists worry the craze is generating steam too quickly. The Federal Trade Commission recently warned companies against relying on unfounded AI hype in their marketing. And high-profile figures including Tesla Inc. CEO Elon Musk and Apple Inc. co-founder Steve Wozniak just signed on to an open letter causing for a pause on advanced AI development due to the risks posed by AI systems with human-competitive intelligence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957816664,"gmtCreate":1677154556758,"gmtModify":1677154560298,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957816664","repostId":"2313851137","repostType":2,"repost":{"id":"2313851137","kind":"highlight","pubTimestamp":1677153085,"share":"https://ttm.financial/m/news/2313851137?lang=&edition=fundamental","pubTime":"2023-02-23 19:51","market":"us","language":"en","title":"AI Mania Propels Nvidia Value by Nearly $200 Billion This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2313851137","media":"Bloomberg","summary":"If gains hold, stock set to rise more than 50% this yearOutlook signals that push into AI computing ","content":"<html><head></head><body><ul><li>If gains hold, stock set to rise more than 50% this year</li><li>Outlook signals that push into AI computing is paying off</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82c7683a1852ea0ce15e853cf60ec3bd\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Nvidia dominates the market for graphics chips designed for complex computing tasks.Photographer: Andre Malerba/Bloomberg</span></p><p>Nvidia Corp. is a clear winner in this year’s artificial-intelligence frenzy, at least going by stock market gains.</p><p>Shares in the Santa Clara, California-based company rose as much as 8.9% in premarket trading on Thursday, poised to add about $43 billion in market value and taking its year-to-date gains to nearly $200 billion.</p><p>At least 17 analysts raised their price targets on the stock as the chipmaker reported fourth-quarter results that beat expectations and gave a bullish revenue outlook for the current quarter. The strong forecast signals that the company’s push into AI computing chips is paying off.</p><p><img src=\"https://static.tigerbbs.com/5d5ccad8d738c5f3bc6025e0a3761514\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Nvidia dominates the market for graphics chips designed for complex computing tasks needed to power AI applications, leading analysts and investors to believe that the company will benefit as more people use ChatGPT-like applications.</p><p>“When you have ‘the next big thing’ in tech, it’s natural for investors to scramble to find ways to play the theme,” said Russ Mould, investment director at AJ Bell. “Nvidia’s involvement in the AI space now puts it directly under the spotlight, which means there could be strong demand for the shares.”</p><p>The expectation is driven by the hope that chatbot operators will need more computing power as they respond to the millions of queries received across the web, from deadline-driven students to struggling songwriters.</p><h2>Technology Buzzword</h2><p>AI has quickly become the latest technology buzzword after the massive popularity of OpenAI’s ChatGPT tool. Now everyone wants in on the action with technology behemoths like Microsoft Corp. and Alphabet Inc. announcing their AI projects in recent weeks — and yet these stocks have underperformed the tech-heavy Nasdaq 100 Index.</p><p>Nvidia, which announced its own AI cloud service on Wednesday, said it was teaming up with Oracle Corp., Microsoft and Google to offer the ability to use Nvidia GTX machines to do AI processing via simple browser access.</p><p>The recent rally has made the stock expensive. The shares now trade at 47 times forward earnings, making them much pricier than the Philadelphia semiconductor index that trades at about 20 times and the Nasdaq 100’s 23 times, according to data compiled by Bloomberg.</p><p>“It appears that investors are willing to pay a premium multiple based on Nvidia’s growth trajectory,” said Greg Bassuk, chief executive officer at AXS Investments.</p><p>However, Bassuk notes that the stock might have “run too far, too fast on the hype around AI.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Mania Propels Nvidia Value by Nearly $200 Billion This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Mania Propels Nvidia Value by Nearly $200 Billion This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-23 19:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-23/ai-mania-propels-nvidia-value-by-nearly-200-billion-this-year?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If gains hold, stock set to rise more than 50% this yearOutlook signals that push into AI computing is paying offNvidia dominates the market for graphics chips designed for complex computing tasks....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-23/ai-mania-propels-nvidia-value-by-nearly-200-billion-this-year?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","BK4587":"ChatGPT概念","SG9999002232.USD":"Allianz Global High Payout USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","BK4543":"AI","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4503":"景林资产持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4549":"软银资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4548":"巴美列捷福持仓","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4529":"IDC概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4528":"SaaS概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4023":"应用软件","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4554":"元宇宙及AR概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4567":"ESG概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-23/ai-mania-propels-nvidia-value-by-nearly-200-billion-this-year?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313851137","content_text":"If gains hold, stock set to rise more than 50% this yearOutlook signals that push into AI computing is paying offNvidia dominates the market for graphics chips designed for complex computing tasks.Photographer: Andre Malerba/BloombergNvidia Corp. is a clear winner in this year’s artificial-intelligence frenzy, at least going by stock market gains.Shares in the Santa Clara, California-based company rose as much as 8.9% in premarket trading on Thursday, poised to add about $43 billion in market value and taking its year-to-date gains to nearly $200 billion.At least 17 analysts raised their price targets on the stock as the chipmaker reported fourth-quarter results that beat expectations and gave a bullish revenue outlook for the current quarter. The strong forecast signals that the company’s push into AI computing chips is paying off.Nvidia dominates the market for graphics chips designed for complex computing tasks needed to power AI applications, leading analysts and investors to believe that the company will benefit as more people use ChatGPT-like applications.“When you have ‘the next big thing’ in tech, it’s natural for investors to scramble to find ways to play the theme,” said Russ Mould, investment director at AJ Bell. “Nvidia’s involvement in the AI space now puts it directly under the spotlight, which means there could be strong demand for the shares.”The expectation is driven by the hope that chatbot operators will need more computing power as they respond to the millions of queries received across the web, from deadline-driven students to struggling songwriters.Technology BuzzwordAI has quickly become the latest technology buzzword after the massive popularity of OpenAI’s ChatGPT tool. Now everyone wants in on the action with technology behemoths like Microsoft Corp. and Alphabet Inc. announcing their AI projects in recent weeks — and yet these stocks have underperformed the tech-heavy Nasdaq 100 Index.Nvidia, which announced its own AI cloud service on Wednesday, said it was teaming up with Oracle Corp., Microsoft and Google to offer the ability to use Nvidia GTX machines to do AI processing via simple browser access.The recent rally has made the stock expensive. The shares now trade at 47 times forward earnings, making them much pricier than the Philadelphia semiconductor index that trades at about 20 times and the Nasdaq 100’s 23 times, according to data compiled by Bloomberg.“It appears that investors are willing to pay a premium multiple based on Nvidia’s growth trajectory,” said Greg Bassuk, chief executive officer at AXS Investments.However, Bassuk notes that the stock might have “run too far, too fast on the hype around AI.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987406444,"gmtCreate":1667956908289,"gmtModify":1676537989873,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987406444","repostId":"1175498015","repostType":2,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000540931,"gmtCreate":1640243139347,"gmtModify":1676533511218,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Yes buy and accumulate now - and then wait 😇","listText":"Yes buy and accumulate now - and then wait 😇","text":"Yes buy and accumulate now - and then wait 😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000540931","repostId":"1184389618","repostType":2,"repost":{"id":"1184389618","kind":"news","pubTimestamp":1640230223,"share":"https://ttm.financial/m/news/1184389618?lang=&edition=fundamental","pubTime":"2021-12-23 11:30","market":"us","language":"en","title":"Grab Stock May Be Down But It Isn’t Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1184389618","media":"InvestorPlace","summary":"When Southeast Asian ride-hailing and delivery company Grab Holdings(NASDAQ:GRAB) completed a revers","content":"<p>When Southeast Asian ride-hailing and delivery company&nbsp;<b>Grab Holdings</b>(NASDAQ:<b><u>GRAB</u></b>) completed a reverse merger with special purpose acquisition company Altimeter Growth Corp. in early December it made history as the largest company to go public via a SPAC merger. Yet, this didn’t stop GRAB stock from&nbsp;plummeting more than 20%&nbsp;on the day of the merger.</p>\n<p>Since then, investors have continued to give GRAB stock the cold shoulder, with shares falling another 16% to trade at $7.34 at the time of this writing.</p>\n<p>Now, before you write off an investment in Grab Holdings, consider that the company is still in the early innings and let’s consider where GRAB stock could go from here.</p>\n<p><b>What’s Behind Grab’s Cool Reception?</b></p>\n<p>Grab is the largest ride-hailing and delivery company in Southeast Asia, with&nbsp;operations in Singapore,&nbsp;Malaysia, Cambodia,&nbsp;Indonesia, Myanmar,&nbsp;Philippines,&nbsp;Thailand and Vietnam and serving more than 187 million users.</p>\n<p>There are a number of plausible explanations for why GRAB stock has not been well-received by investors.</p>\n<p>For starters, growth estimates for the Southeast Asian region have been lowered recently primarily due to the coronavirus pandemic. In September, the Asian Development Bank&nbsp;dropped its 2021 growth forecast&nbsp;for the region to 3.1% from 4.4% previously.</p>\n<p>Widespread lockdowns in the region due to recurring waves of COVID-19 have hurt demand for Grab’s ride-hailing services and weighed on revenue despite an increase in food-delivery volumes.</p>\n<p>Grab reported its&nbsp;third-quarter results&nbsp;on Nov. 11. Revenue fell 9% year over year to $157 million, with the company citing “a decline in mobility due to the severe lockdowns in Vietnam.” Falling revenue is obviously not something investors want to see, especially from a company that has yet to turn a profit.</p>\n<p>Yet, the company did report a 32% year-over-year increase in gross merchandise value, with the dollar value of transactions from Grab’s services rising to $4.04 billion thanks to strength in the company’s deliveries segment.</p>\n<p><b>There’s Reason for Optimism</b></p>\n<p>The deal to go public through the merger with Altimeter Growth Corp. valued Grab at close to $40 billion, which as I mentioned, was a record. The fact that three weeks later GRAB stock has a market cap of about $27.5 billion tells us that perhaps things got a bit too heated. However, there is reason for optimism.</p>\n<p>The ride-hailing platform has secured the backing of significant players across related industries, including&nbsp;<b>DiDi Global</b>(NYSE:<b><u>DIDI</u></b>),<b>Toyota</b>(NYSE:<b><u>TM</u></b>) and&nbsp;<b>SoftBank’s</b>(OTCMKTS:<b><u>SFTBY</u></b>) Vision Fund.</p>\n<p>Grab Holdings also has some positive catalysts on the horizon. For example, the company recently announced that it&nbsp;will be purchasing&nbsp;<b>Jaya Grocer</b>, a premium supermarket chain in Malaysia.</p>\n<p>This acquisition fits nicely with the ride-hailing and delivery business model the company seeks to expand. Management refers to the model as a “superapp” focus, whereby users can access multiple services in a single, convenient location.</p>\n<p><b>The Bottom Line on GRAB Stock</b></p>\n<p>I can’t say Grab Holdings can immediately turn things around. But its potential in the burgeoning Southeast Asian market means it remains relevant and has a long runway.</p>\n<p>Of the six analysts following GRAB stock, two rate it a “buy” and there are no “sell” ratings,according to&nbsp;<i>The Wall Street Journal</i>. Meanwhile, the consensus price target stands at $12.25, which represents upside of 67% from current levels.</p>\n<p>GRAB stock is very cheap now, so it’s hardly a dangerous speculative play. There’s a good argument to be made for investing now and hoping that the company continues to expand its footprint. Profitability should follow.</p>","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>Grab Stock May Be Down But It Isn’t Out</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\">\nGrab Stock May Be Down But It Isn’t Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Southeast Asian ride-hailing and delivery company Grab Holdings(NASDAQ:GRAB) completed a reverse merger with special purpose acquisition company Altimeter Growth Corp. in early December it made ...</p>\n\n<a href=\"https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://investorplace.com/2021/12/grab-stock-may-be-down-but-it-isnt-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184389618","content_text":"When Southeast Asian ride-hailing and delivery company Grab Holdings(NASDAQ:GRAB) completed a reverse merger with special purpose acquisition company Altimeter Growth Corp. in early December it made history as the largest company to go public via a SPAC merger. Yet, this didn’t stop GRAB stock from plummeting more than 20% on the day of the merger.\nSince then, investors have continued to give GRAB stock the cold shoulder, with shares falling another 16% to trade at $7.34 at the time of this writing.\nNow, before you write off an investment in Grab Holdings, consider that the company is still in the early innings and let’s consider where GRAB stock could go from here.\nWhat’s Behind Grab’s Cool Reception?\nGrab is the largest ride-hailing and delivery company in Southeast Asia, with operations in Singapore, Malaysia, Cambodia, Indonesia, Myanmar, Philippines, Thailand and Vietnam and serving more than 187 million users.\nThere are a number of plausible explanations for why GRAB stock has not been well-received by investors.\nFor starters, growth estimates for the Southeast Asian region have been lowered recently primarily due to the coronavirus pandemic. In September, the Asian Development Bank dropped its 2021 growth forecast for the region to 3.1% from 4.4% previously.\nWidespread lockdowns in the region due to recurring waves of COVID-19 have hurt demand for Grab’s ride-hailing services and weighed on revenue despite an increase in food-delivery volumes.\nGrab reported its third-quarter results on Nov. 11. Revenue fell 9% year over year to $157 million, with the company citing “a decline in mobility due to the severe lockdowns in Vietnam.” Falling revenue is obviously not something investors want to see, especially from a company that has yet to turn a profit.\nYet, the company did report a 32% year-over-year increase in gross merchandise value, with the dollar value of transactions from Grab’s services rising to $4.04 billion thanks to strength in the company’s deliveries segment.\nThere’s Reason for Optimism\nThe deal to go public through the merger with Altimeter Growth Corp. valued Grab at close to $40 billion, which as I mentioned, was a record. The fact that three weeks later GRAB stock has a market cap of about $27.5 billion tells us that perhaps things got a bit too heated. However, there is reason for optimism.\nThe ride-hailing platform has secured the backing of significant players across related industries, including DiDi Global(NYSE:DIDI),Toyota(NYSE:TM) and SoftBank’s(OTCMKTS:SFTBY) Vision Fund.\nGrab Holdings also has some positive catalysts on the horizon. For example, the company recently announced that it will be purchasing Jaya Grocer, a premium supermarket chain in Malaysia.\nThis acquisition fits nicely with the ride-hailing and delivery business model the company seeks to expand. Management refers to the model as a “superapp” focus, whereby users can access multiple services in a single, convenient location.\nThe Bottom Line on GRAB Stock\nI can’t say Grab Holdings can immediately turn things around. But its potential in the burgeoning Southeast Asian market means it remains relevant and has a long runway.\nOf the six analysts following GRAB stock, two rate it a “buy” and there are no “sell” ratings,according to The Wall Street Journal. Meanwhile, the consensus price target stands at $12.25, which represents upside of 67% from current levels.\nGRAB stock is very cheap now, so it’s hardly a dangerous speculative play. There’s a good argument to be made for investing now and hoping that the company continues to expand its footprint. Profitability should follow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000832762,"gmtCreate":1640084630021,"gmtModify":1676533500467,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"What about Donald Trump ? 🤔🤔🤔","listText":"What about Donald Trump ? 🤔🤔🤔","text":"What about Donald Trump ? 🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000832762","repostId":"1163497621","repostType":2,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000807881,"gmtCreate":1640064975252,"gmtModify":1676533499998,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Good time to&nbsp;Buy and accumulate SEA and PayPal&nbsp;","listText":"Good time to&nbsp;Buy and accumulate SEA and PayPal&nbsp;","text":"Good time to Buy and accumulate SEA and PayPal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000807881","repostId":"2192358181","repostType":2,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941613712,"gmtCreate":1680186981337,"gmtModify":1680186984970,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941613712","repostId":"2323719875","repostType":2,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987406444,"gmtCreate":1667956908289,"gmtModify":1676537989873,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987406444","repostId":"1175498015","repostType":2,"repost":{"id":"1175498015","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1667974605,"share":"https://ttm.financial/m/news/1175498015?lang=&edition=fundamental","pubTime":"2022-11-09 14:16","market":"us","language":"en","title":"Musk Sells Tesla Shares Worth $3.95 Bln Days After Twitter Takeover","url":"https://stock-news.laohu8.com/highlight/detail?id=1175498015","media":"Reuters","summary":"Nov 8 (Reuters) - Tesla IncChief Executive Officer Elon Musk has sold $3.95 billion worth of shares in the electric vehicle maker, according to U.S. regulatory filings, days after he completed his pur","content":"<html><head></head><body><p>Nov 8 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold $3.95 billion worth of shares in the electric vehicle maker, according to U.S. regulatory filings, days after he completed his purchase of Twitter Inc for $44 billion.</p><p>Musk, whose net worth dropped below $200 billion after investors dumped Tesla stock, unloaded 19.5 million shares between Friday and Tuesday, filings published by the U.S. Securities and Exchange Commission showed.</p><p>The latest share sale leaves Musk with a stake of roughly 14% in Tesla, according to a Reuters calculation.</p><p>The purpose of the sale was not disclosed.</p><p>The latest sale dump comes as analysts had widely expected Musk to sell additional Tesla shares to finance the Twitter deal.</p><p>Musk, the world&#39;s richest man, had asserted in April he was done selling Tesla stock. Still, he went on to sell another $6.9 billion worth Tesla shares in August and said the sale was conducted to pay for the social media platform.</p><p>Musk, the world&#39;s richest man, had about $20 billion in cash after selling a part of his stake in Tesla, including the sales made last year. This would have required him to raise an additional $2 billion to $3 billion to finance the takeover, according to a Reuters calculation.</p><p>Tesla has lost nearly half its market value and Musk&#39;s net worth slumped by $70 billion ever since he bid for Twitter in April.</p><p>Twitter and Tesla did not immediately respond to Reuters&#39; requests for comment.</p><p>Musk took over Twitter last month and has engaged in drastic measures including sacking half the staff and a plan to charge for blue check verification marks.</p><p>The billionaire pledged to provide $46.5 billion in equity and debt financing for the acquisition, which covered the $44 billion price tag and the closing costs. Banks, including Morgan Stanley and Bank of America Corp, committed to provide $13 billion in debt financing.</p><p>Musk&#39;s $33.5 billion equity commitment included his 9.6% Twitter stake, which is worth $4 billion, and the $7.1 billion he had secured from equity investors, including Oracle Corp co-founder Larry Ellison and Saudi Prince Alwaleed bin Talal.</p><p>Musk had tried to walk away from the deal in May, alleging that Twitter understated the number of bot and spam accounts on the platform. This led to a series of lawsuits between the two parties.</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>Musk Sells Tesla Shares Worth $3.95 Bln Days After Twitter Takeover</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk Sells Tesla Shares Worth $3.95 Bln Days After Twitter Takeover\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-09 14:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 8 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold $3.95 billion worth of shares in the electric vehicle maker, according to U.S. regulatory filings, days after he completed his purchase of Twitter Inc for $44 billion.</p><p>Musk, whose net worth dropped below $200 billion after investors dumped Tesla stock, unloaded 19.5 million shares between Friday and Tuesday, filings published by the U.S. Securities and Exchange Commission showed.</p><p>The latest share sale leaves Musk with a stake of roughly 14% in Tesla, according to a Reuters calculation.</p><p>The purpose of the sale was not disclosed.</p><p>The latest sale dump comes as analysts had widely expected Musk to sell additional Tesla shares to finance the Twitter deal.</p><p>Musk, the world&#39;s richest man, had asserted in April he was done selling Tesla stock. Still, he went on to sell another $6.9 billion worth Tesla shares in August and said the sale was conducted to pay for the social media platform.</p><p>Musk, the world&#39;s richest man, had about $20 billion in cash after selling a part of his stake in Tesla, including the sales made last year. This would have required him to raise an additional $2 billion to $3 billion to finance the takeover, according to a Reuters calculation.</p><p>Tesla has lost nearly half its market value and Musk&#39;s net worth slumped by $70 billion ever since he bid for Twitter in April.</p><p>Twitter and Tesla did not immediately respond to Reuters&#39; requests for comment.</p><p>Musk took over Twitter last month and has engaged in drastic measures including sacking half the staff and a plan to charge for blue check verification marks.</p><p>The billionaire pledged to provide $46.5 billion in equity and debt financing for the acquisition, which covered the $44 billion price tag and the closing costs. Banks, including Morgan Stanley and Bank of America Corp, committed to provide $13 billion in debt financing.</p><p>Musk&#39;s $33.5 billion equity commitment included his 9.6% Twitter stake, which is worth $4 billion, and the $7.1 billion he had secured from equity investors, including Oracle Corp co-founder Larry Ellison and Saudi Prince Alwaleed bin Talal.</p><p>Musk had tried to walk away from the deal in May, alleging that Twitter understated the number of bot and spam accounts on the platform. This led to a series of lawsuits between the two parties.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175498015","content_text":"Nov 8 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold $3.95 billion worth of shares in the electric vehicle maker, according to U.S. regulatory filings, days after he completed his purchase of Twitter Inc for $44 billion.Musk, whose net worth dropped below $200 billion after investors dumped Tesla stock, unloaded 19.5 million shares between Friday and Tuesday, filings published by the U.S. Securities and Exchange Commission showed.The latest share sale leaves Musk with a stake of roughly 14% in Tesla, according to a Reuters calculation.The purpose of the sale was not disclosed.The latest sale dump comes as analysts had widely expected Musk to sell additional Tesla shares to finance the Twitter deal.Musk, the world's richest man, had asserted in April he was done selling Tesla stock. Still, he went on to sell another $6.9 billion worth Tesla shares in August and said the sale was conducted to pay for the social media platform.Musk, the world's richest man, had about $20 billion in cash after selling a part of his stake in Tesla, including the sales made last year. This would have required him to raise an additional $2 billion to $3 billion to finance the takeover, according to a Reuters calculation.Tesla has lost nearly half its market value and Musk's net worth slumped by $70 billion ever since he bid for Twitter in April.Twitter and Tesla did not immediately respond to Reuters' requests for comment.Musk took over Twitter last month and has engaged in drastic measures including sacking half the staff and a plan to charge for blue check verification marks.The billionaire pledged to provide $46.5 billion in equity and debt financing for the acquisition, which covered the $44 billion price tag and the closing costs. Banks, including Morgan Stanley and Bank of America Corp, committed to provide $13 billion in debt financing.Musk's $33.5 billion equity commitment included his 9.6% Twitter stake, which is worth $4 billion, and the $7.1 billion he had secured from equity investors, including Oracle Corp co-founder Larry Ellison and Saudi Prince Alwaleed bin Talal.Musk had tried to walk away from the deal in May, alleging that Twitter understated the number of bot and spam accounts on the platform. This led to a series of lawsuits between the two parties.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000832762,"gmtCreate":1640084630021,"gmtModify":1676533500467,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"What about Donald Trump ? 🤔🤔🤔","listText":"What about Donald Trump ? 🤔🤔🤔","text":"What about Donald Trump ? 🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000832762","repostId":"1163497621","repostType":2,"repost":{"id":"1163497621","kind":"news","pubTimestamp":1640055634,"share":"https://ttm.financial/m/news/1163497621?lang=&edition=fundamental","pubTime":"2021-12-21 11:00","market":"us","language":"en","title":"Why Elon Musk will end up with an $11 billion tax bill this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1163497621","media":"CNN Business","summary":"New York (CNN Business) - Elon Musk says his tax bill this year will be $11 billion, and he's probab","content":"<p><b>New York (CNN Business)&nbsp;-&nbsp;</b>Elon Musk says his tax bill this year will be $11 billion, and he's probably right: The filings he has made with the Securities and Exchange Commission about his recent stock trades back up that massive number.</p>\n<p>Musk revealed the $11 billion total in a&nbsp;tweet Sunday&nbsp;that was otherwise short on details.</p>\n<p>This is not significantly different from what he had tweeted last week when, in the midst of a&nbsp;Twitter war with Sen. Elizabeth Warren, he said he'd pay the largest individual tax bill in history this year.</p>\n<p>That would be a massive change from some recent years. An investigation by ProPublica found that Musk, and fellow billionaires such as Jeff Bezos and Michael Bloomberg,legally paid zero in income taxes&nbsp;in 2018.</p>\n<p>Musk, the&nbsp;world's richest person,doesn't earn a cash salary or bonus. He's instead been paid through stock options, giving him the right to buy shares of&nbsp;Tesla(TSLA)&nbsp;at a price equal to the market price at the time the options are issued, but likely well below their value at the time they are exercised.</p>\n<p>Musk received 25.5 million split-adjusted options in 2012, and had 22.9 million of those options vest over subsequent years as Tesla hit certain operational and financial targets. But he didn't have to pay taxes on those options until he used them to buy shares.</p>\n<p>Since that block of options is due to expire in August 2022, Musk finally started the process of turning them into shares of stock in early November. And he documented those trades in SEC filings, as company insiders are required to do.</p>\n<p>When he exercises the options, the value of the newly purchased shares are taxed as income — a 40.8% rate for someone in Musk's tax bracket.</p>\n<p>And that is where the&nbsp;huge tax bill&nbsp;comes from.</p>\n<p>As part of the process of exercising the options, Musk has been selling a portion of the newly acquired shares to cover the withholding tax due on the trades, according to his filings. Those sales so far have totaled 7.5 million shares, bringing in $7.8 billion so far, including the exercise price.</p>\n<p>In addition to the sales of shares he acquired exercising options, he's also sold some&nbsp;5.4 million shares&nbsp;that he had held in trust since the start of this process, though those sales will be taxed at a lower, long-term capital-gains rate of 20%.</p>\n<p>So, all told, the federal tax bill on his 2021 stock trades comes to about $8.4 billion.</p>\n<p>But he's likely not done yet.</p>\n<p>Musk exercising his options and selling some of those shares is being done as part of a pre-arranged plan that allows company insiders to trade stock without being accused of trading on inside information.</p>\n<p>Based on past trades, Musk will likely exercise at least 4.2 million more options by year's end, or perhaps even all of the remaining 5.7 million options that are expiring in August. That will likely raise his taxes by between $1.6 billion and $2.1 billion.</p>\n<p>So he'll be close to an $11 billion tax bill by year's end.</p>\n<p>And none of these calculations involve any potential state income taxes.</p>\n<p>Musk has&nbsp;moved his residence&nbsp;— and&nbsp;Tesla's official home&nbsp;— to Texas, which does not impose a state income tax on individuals. California's income tax rate is the highest in the nation — about 12%. Although it is not clear how much of his income will be subject to that tax, he likely won't avoid it altogether, despite his new address.</p>\n<p>\"Btw, I will continue to pay income taxes in California proportionate to my time in state, which is &amp; will be significant,\" Musk&nbsp;tweeted in June.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Elon Musk will end up with an $11 billion tax bill this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Elon Musk will end up with an $11 billion tax bill this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/12/20/investing/elon-musk-11-billion-dollars-taxes/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Elon Musk says his tax bill this year will be $11 billion, and he's probably right: The filings he has made with the Securities and Exchange Commission about his recent stock...</p>\n\n<a href=\"https://edition.cnn.com/2021/12/20/investing/elon-musk-11-billion-dollars-taxes/index.html\">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://edition.cnn.com/2021/12/20/investing/elon-musk-11-billion-dollars-taxes/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163497621","content_text":"New York (CNN Business) - Elon Musk says his tax bill this year will be $11 billion, and he's probably right: The filings he has made with the Securities and Exchange Commission about his recent stock trades back up that massive number.\nMusk revealed the $11 billion total in a tweet Sunday that was otherwise short on details.\nThis is not significantly different from what he had tweeted last week when, in the midst of a Twitter war with Sen. Elizabeth Warren, he said he'd pay the largest individual tax bill in history this year.\nThat would be a massive change from some recent years. An investigation by ProPublica found that Musk, and fellow billionaires such as Jeff Bezos and Michael Bloomberg,legally paid zero in income taxes in 2018.\nMusk, the world's richest person,doesn't earn a cash salary or bonus. He's instead been paid through stock options, giving him the right to buy shares of Tesla(TSLA) at a price equal to the market price at the time the options are issued, but likely well below their value at the time they are exercised.\nMusk received 25.5 million split-adjusted options in 2012, and had 22.9 million of those options vest over subsequent years as Tesla hit certain operational and financial targets. But he didn't have to pay taxes on those options until he used them to buy shares.\nSince that block of options is due to expire in August 2022, Musk finally started the process of turning them into shares of stock in early November. And he documented those trades in SEC filings, as company insiders are required to do.\nWhen he exercises the options, the value of the newly purchased shares are taxed as income — a 40.8% rate for someone in Musk's tax bracket.\nAnd that is where the huge tax bill comes from.\nAs part of the process of exercising the options, Musk has been selling a portion of the newly acquired shares to cover the withholding tax due on the trades, according to his filings. Those sales so far have totaled 7.5 million shares, bringing in $7.8 billion so far, including the exercise price.\nIn addition to the sales of shares he acquired exercising options, he's also sold some 5.4 million shares that he had held in trust since the start of this process, though those sales will be taxed at a lower, long-term capital-gains rate of 20%.\nSo, all told, the federal tax bill on his 2021 stock trades comes to about $8.4 billion.\nBut he's likely not done yet.\nMusk exercising his options and selling some of those shares is being done as part of a pre-arranged plan that allows company insiders to trade stock without being accused of trading on inside information.\nBased on past trades, Musk will likely exercise at least 4.2 million more options by year's end, or perhaps even all of the remaining 5.7 million options that are expiring in August. That will likely raise his taxes by between $1.6 billion and $2.1 billion.\nSo he'll be close to an $11 billion tax bill by year's end.\nAnd none of these calculations involve any potential state income taxes.\nMusk has moved his residence — and Tesla's official home — to Texas, which does not impose a state income tax on individuals. California's income tax rate is the highest in the nation — about 12%. Although it is not clear how much of his income will be subject to that tax, he likely won't avoid it altogether, despite his new address.\n\"Btw, I will continue to pay income taxes in California proportionate to my time in state, which is & will be significant,\" Musk tweeted in June.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353415417299144,"gmtCreate":1727319845219,"gmtModify":1727319849038,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353415417299144","repostId":"2469463844","repostType":2,"repost":{"id":"2469463844","kind":"highlight","pubTimestamp":1727316654,"share":"https://ttm.financial/m/news/2469463844?lang=&edition=fundamental","pubTime":"2024-09-26 10:10","market":"sg","language":"en","title":"4 Singapore Stocks Conducting Acquisitions to Grow Their Business","url":"https://stock-news.laohu8.com/highlight/detail?id=2469463844","media":"The Smart Investor","summary":"These four companies carried out acquisitions to grow their top and bottom lines.","content":"<html><head></head><body><p>There are several ways that companies can grow their business.</p><p>They can engage in organic growth such as building a new factory or expanding their product lines.</p><p>Another option is to acquire other businesses to boost their capabilities or augment a specific division to make help it to grow faster.</p><p>Here are four Singapore stocks that recently announced acquisitions to help grow their revenue and profits.</p><h2 id=\"id_2993097827\"><a href=\"https://laohu8.com/S/QC7.SI\">Q&amp;M Dental Group</a></h2><p>Q&amp;M Dental owns the largest network of private dental clinics in Singapore with 107 such outlets around the island.</p><p>The group employs 270 dentists and more than 350 supporting staff and sees around 40,000 patient visits per month.</p><p>Q&amp;M Dental also has dental clinics in Malaysia and is a substantial shareholder of Aoxin Q&amp;M Dental Group (SGX: 1D4), a group that operates dental clinics and hospitals in China.</p><p>Earlier this month, management entered into a memorandum of understanding (MOU) to acquire the dental clinic business of Veritas.</p><p>Veritas operates a dental clinic business at 781 Bukit Timah Road and is 90% owned by Dr. Sebrina Binti Abdul Malik.</p><p>This proposed acquisition is in line with Q&amp;M Dental’s plan to continue expanding its dental clinic presence in Singapore.</p><p>Dr. Sebrina will also enter into a service agreement with the group for a minimum term of 10 years.</p><p>Q&amp;M Dental will fork out S$800,000 for the acquisition and the MOU also states that Vertias and Dr. Sebrina will have a profit guarantee of S$1.02 million from 1 September 2024 to 31 August 2032.</p><p>The net book value of Veritas for the fiscal year ending 31 Decemeber 2023 was S$203,486.</p><h2 id=\"id_1935446733\"><a href=\"https://laohu8.com/S/AIY.SI\">iFAST Corporation Limited</a></h2><p>iFAST is a financial technology company that operates a platform for the buying and selling of unit trusts, equities, and bonds.</p><p>As of 30 June 2024, the group’s assets under administration (AUA) stood at a record high of S$22.4 billion.</p><p>Last week, iFAST announced that it acquired 300,000 shares of iFAST Global Bank (iGB) for a consideration of £4 million in cash, representing a stake of 6.93% of the bank.</p><p>Following this acquisition, iGB has become a wholly-owned subsidiary of iFAST.</p><p>For its second quarter of 2024 (2Q 2024) earnings, iFAST expects iGB to become an important growth driver for the group in 2025 and beyond.</p><p>Customer deposits at iGB surged by 80.3% year on year to S$646.6 million for 2Q 2024, which contributed to a 265% year-on-year jump in net interest income of S$1.85 million for the quarter.</p><p>In early September, iGB introduced EzRemit, a cross-currency transfer service, for its digital personal banking (DPB) customers.</p><p>EzRemit allows DPB customers to transfer money affordably to more than 50 countries in over 25 currencies and facilitates transfers to international banks and over 50 e-wallets.</p><h2 id=\"id_358547880\"><a href=\"https://laohu8.com/S/DCRU.SI\">Digital Core REIT</a></h2><p>Digital Core REIT, or DCR, is a data centre REIT with a portfolio of 10 data centres worth S$1.4 billion as of 30 June 2024.</p><p>Earlier this month, the REIT announced its intention to acquire an interest of between 0.2% to 40% of a Frankfurt data centre.</p><p>Based on current market conditions, the manager expects to acquire an interest of around 10% of this facility.</p><p>The Frankfurt data centre is 98.5% leased to a roster of blue-chip clients and has a remaining weighted average lease expiry of 5.8 years based on annualised rent.</p><p>DCR has an option to acquire up to an 89.9% interest in this facility.</p><p>The total acquisition cost is estimated at between US$1.1 million and US$213 million.</p><p>The manager believes that this acquisition will help DCR to achieve scale and diversification while improving the portfolio’s credit rating.</p><p>The purchase is also 1.7% accretive to distribution per unit assuming a 10% stake purchase.</p><p>The Frankfurt data centre also offers organic growth opportunities with embedded rent escalation clauses while limited new supply provides the chance for the manager to achieve positive rental reversions.</p><h2 id=\"id_1492852349\"><a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries</a></h2><p>Sembcorp Industries, or SCI, is an energy and urban solutions provider with a balanced energy portfolio of 21.2 GW and urban development projects that span over 14,000 hectares across Asia.</p><p>Last week, SCI signed a sale and purchase agreement with ENGIE Global Developments B.V to acquire the latter’s 30% interest in Senoko Energy Pte Ltd.</p><p>Senoko Energy is a major supplier of electricity in Singapore and this proposed acquisition will be complementary to SCI’s current portfolio of energy assets.</p><p>The purchase will assist the utility giant to support Singapore’s energy transition while providing for energy security and resilience for Singapore.</p><p>The Energy Market Authority has reviewed this transaction and has no objections to this proposed acquisition.</p><p>The salient terms of this proposed acquisition will be announced in due course and is expected to complete by the fourth quarter of this year.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore Stocks Conducting Acquisitions to Grow Their Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore Stocks Conducting Acquisitions to Grow Their Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-26 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-stocks-conducting-acquisitions-to-grow-their-business/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are several ways that companies can grow their business.They can engage in organic growth such as building a new factory or expanding their product lines.Another option is to acquire other ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-stocks-conducting-acquisitions-to-grow-their-business/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6131":"数据中心房地产信托","1D4.SI":"奥新全民口腔集团有限公司","DCRU.SI":"DigiCore Reit USD","BK6503":"金融科技概念","U96.SI":"胜科工业","BK6511":"医疗保健服务概念","BK6500":"公用股","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","QC7.SI":"全民","BK6512":"房地产股","BK6100":"保健护理服务","BK6014":"特种房地产投资信托","BK6052":"资产管理与托管银行","CFA.SI":"NikkoAM-STC Asia REIT","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK4007":"制药","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","AIY.SI":"奕丰集团","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","BK6113":"复合型公用事业"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-stocks-conducting-acquisitions-to-grow-their-business/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469463844","content_text":"There are several ways that companies can grow their business.They can engage in organic growth such as building a new factory or expanding their product lines.Another option is to acquire other businesses to boost their capabilities or augment a specific division to make help it to grow faster.Here are four Singapore stocks that recently announced acquisitions to help grow their revenue and profits.Q&M Dental GroupQ&M Dental owns the largest network of private dental clinics in Singapore with 107 such outlets around the island.The group employs 270 dentists and more than 350 supporting staff and sees around 40,000 patient visits per month.Q&M Dental also has dental clinics in Malaysia and is a substantial shareholder of Aoxin Q&M Dental Group (SGX: 1D4), a group that operates dental clinics and hospitals in China.Earlier this month, management entered into a memorandum of understanding (MOU) to acquire the dental clinic business of Veritas.Veritas operates a dental clinic business at 781 Bukit Timah Road and is 90% owned by Dr. Sebrina Binti Abdul Malik.This proposed acquisition is in line with Q&M Dental’s plan to continue expanding its dental clinic presence in Singapore.Dr. Sebrina will also enter into a service agreement with the group for a minimum term of 10 years.Q&M Dental will fork out S$800,000 for the acquisition and the MOU also states that Vertias and Dr. Sebrina will have a profit guarantee of S$1.02 million from 1 September 2024 to 31 August 2032.The net book value of Veritas for the fiscal year ending 31 Decemeber 2023 was S$203,486.iFAST Corporation LimitediFAST is a financial technology company that operates a platform for the buying and selling of unit trusts, equities, and bonds.As of 30 June 2024, the group’s assets under administration (AUA) stood at a record high of S$22.4 billion.Last week, iFAST announced that it acquired 300,000 shares of iFAST Global Bank (iGB) for a consideration of £4 million in cash, representing a stake of 6.93% of the bank.Following this acquisition, iGB has become a wholly-owned subsidiary of iFAST.For its second quarter of 2024 (2Q 2024) earnings, iFAST expects iGB to become an important growth driver for the group in 2025 and beyond.Customer deposits at iGB surged by 80.3% year on year to S$646.6 million for 2Q 2024, which contributed to a 265% year-on-year jump in net interest income of S$1.85 million for the quarter.In early September, iGB introduced EzRemit, a cross-currency transfer service, for its digital personal banking (DPB) customers.EzRemit allows DPB customers to transfer money affordably to more than 50 countries in over 25 currencies and facilitates transfers to international banks and over 50 e-wallets.Digital Core REITDigital Core REIT, or DCR, is a data centre REIT with a portfolio of 10 data centres worth S$1.4 billion as of 30 June 2024.Earlier this month, the REIT announced its intention to acquire an interest of between 0.2% to 40% of a Frankfurt data centre.Based on current market conditions, the manager expects to acquire an interest of around 10% of this facility.The Frankfurt data centre is 98.5% leased to a roster of blue-chip clients and has a remaining weighted average lease expiry of 5.8 years based on annualised rent.DCR has an option to acquire up to an 89.9% interest in this facility.The total acquisition cost is estimated at between US$1.1 million and US$213 million.The manager believes that this acquisition will help DCR to achieve scale and diversification while improving the portfolio’s credit rating.The purchase is also 1.7% accretive to distribution per unit assuming a 10% stake purchase.The Frankfurt data centre also offers organic growth opportunities with embedded rent escalation clauses while limited new supply provides the chance for the manager to achieve positive rental reversions.Sembcorp IndustriesSembcorp Industries, or SCI, is an energy and urban solutions provider with a balanced energy portfolio of 21.2 GW and urban development projects that span over 14,000 hectares across Asia.Last week, SCI signed a sale and purchase agreement with ENGIE Global Developments B.V to acquire the latter’s 30% interest in Senoko Energy Pte Ltd.Senoko Energy is a major supplier of electricity in Singapore and this proposed acquisition will be complementary to SCI’s current portfolio of energy assets.The purchase will assist the utility giant to support Singapore’s energy transition while providing for energy security and resilience for Singapore.The Energy Market Authority has reviewed this transaction and has no objections to this proposed acquisition.The salient terms of this proposed acquisition will be announced in due course and is expected to complete by the fourth quarter of this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326245142864040,"gmtCreate":1720673860916,"gmtModify":1720673897872,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326245142864040","repostId":"2450811858","repostType":2,"repost":{"id":"2450811858","kind":"highlight","pubTimestamp":1720663200,"share":"https://ttm.financial/m/news/2450811858?lang=&edition=fundamental","pubTime":"2024-07-11 10:00","market":"us","language":"en","title":"CPI Report Could Bolster Case for Fed Rate Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2450811858","media":"Yahoo Finance","summary":"On Thursday, investors will digest one of the most important data points that will shape future Federal Reserve interest rate policy: June's Consumer Price Index (CPI).The inflation report, set for re","content":"<html><head></head><body><p style=\"text-align: start;\">On Thursday, investors will digest one of the most important data points that will shape future Federal Reserve interest rate policy: June&#39;s Consumer Price Index (CPI).</p><p style=\"text-align: start;\">The inflation report, set for release at 8:30 a.m. ET, is expected to show headline inflation of 3.1%, a deceleration from the 3.3% rise seen in May. This would be the smallest annual rise since January as another drop in energy prices likely will have contributed to further downward pressure on headline CPI.</p><p>Over the prior month, consumer prices are expected to have risen 0.1%, a slight uptick from May&#39;s flat monthly reading.</p><p style=\"text-align: start;\">Meanwhile, on a &#34;core&#34; basis, which strips out the more volatile costs of food and gas, prices in June are expected to have risen 3.4% over last year and 0.2% over the prior month, unchanged from May, according to Bloomberg data.</p><p style=\"text-align: start;\">&#34;We expect the June CPI report to be another confidence builder following the undeniably good May report,&#34; Bank of America economists Stephen Juneau and Michael Gapen wrote in a note last week.</p><p style=\"text-align: start;\">The economists said while the anticipated numbers are &#34;not quite as low as May, it would be a good print for the Fed.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b93e17d16d959e7d7372c102ecbb4ca5\" tg-width=\"788\" tg-height=\"594\"/></p><p>Thursday&#39;s inflation data arrives at a critical moment for the central bank after slowing job market growth, coupled with recent testimony from Federal Reserve Chair Jay Powell, have kept rate cut hopes alive.</p><p style=\"text-align: start;\">Powell, who is set to complete his semiannual policy update to Congress on Wednesday, has largely stuck to his data-dependent narrative — a positive sign given recent encouraging data. On Tuesday, he told the Senate Banking Committee that although there&#39;s been evidence of inflation cooling, the Fed still needs more &#34;good data&#34; to be confident that inflation is moving toward the Fed&#39;s 2% target.</p><p style=\"text-align: start;\">Core inflation has remained stubbornly elevated due to higher costs of shelter and core services like insurance and medical care. In May, non-housing services &#34;surprisingly edged down in May, owing in large part to a slight decline in motor vehicle insurance,&#34; Bank of America&#39;s Juneau and Gapen noted.</p><p style=\"text-align: start;\">But the economists expect the services category (and motor vehicle insurance) to have increased in June, indicative of the &#34;bumpy&#34; path forward when it comes to price stabilization.</p><p style=\"text-align: start;\">&#34;Non-housing services inflation should moderate over time given cooling services wage inflation; however, a sustained period of deflation is unlikely,&#34; they warned.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdbdc879efb88f4245ab3da21a881129\" alt=\"Federal Reserve Board Chair Jerome Powell speaks at a news conference at the Federal Reserve in Washington, on June 12, 2024.\" title=\"Federal Reserve Board Chair Jerome Powell speaks at a news conference at the Federal Reserve in Washington, on June 12, 2024.\" tg-width=\"960\" tg-height=\"640\"/><span>Federal Reserve Board Chair Jerome Powell speaks at a news conference at the Federal Reserve in Washington, on June 12, 2024.</span></p><p>Meanwhile, price increases for rent and owners&#39; equivalent rent, or the hypothetical rent a homeowner would pay for the same property, are expected to cool in the coming months, BofA said, &#34;which should add to the Fed&#39;s confidence on the inflation outlook.&#34;</p><p style=\"text-align: start;\">The team at Goldman Sachs, led by Jan Hatzius, agreed &#34;further disinflation&#34; remains in the pipeline this year, citing &#34;rebalancing in the auto, housing rental, and labor markets.&#34;</p><p style=\"text-align: start;\">Still, &#34;we expect offsets from continued catch-up inflation in healthcare and car insurance and from single-family rent growth continuing to outpace multifamily rent growth.&#34;</p><p style=\"text-align: start;\">Goldman anticipates year-over-year core CPI inflation of 3.2% and core PCE inflation of 2.7% in December 2024, down from their previous projection of 3.5% and 2.8%, respectively.</p><h2 id=\"to-cut-or-not-to-cut\" style=\"text-align: start;\">To cut or not to cut?</h2><p style=\"text-align: start;\">Inflation has remained stubbornly above the Federal Reserve&#39;s 2% target on an annual basis. But recent economic data has helped fuel a narrative that the central bank should cut rates sooner than later.</p><p style=\"text-align: start;\">On Friday, the Bureau of Labor Statistics showed the labor market added 206,000 nonfarm payroll jobs last month, ahead of the 190,000-plus expected by economists. However, the unemployment rate unexpectedly rose to 4.1%, up from 4% in the month prior. It was the highest reading in almost three years.</p><p style=\"text-align: start;\">Notably, the Fed&#39;s preferred inflation gauge, the so-called core PCE price index, showed inflation eased in May. The year-over-year change in core PCE came in at 2.6% over the prior year in May, in line with estimates and the slowest annual gain in more than three years.</p><p style=\"text-align: start;\">&#34;Should the CPI report print [fall] in line with our expectations, we would maintain our expectation for the Fed to start its cutting cycle in December,&#34; BofA said. &#34;That said, we do acknowledge that another 0.2% month-over-month print for core CPI would tilt the risk towards an earlier cut especially given signs of softening activity.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d242d1bf8366fa97335ecdbca419601\" tg-width=\"792\" tg-height=\"726\"/></p><p style=\"text-align: start;\">Investors now anticipate a range of one to two 25-basis-point cuts in 2024, down from the six cuts expected at the start of the year, according to Bloomberg data.</p><p style=\"text-align: start;\">As of Wednesday, markets were pricing in a roughly 75% chance the Federal Reserve begins to cut rates at its September meeting, according to data from the CME Group.</p></body></html>","source":"yahoofinance_sg","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>CPI Report Could Bolster Case for Fed Rate Cuts</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCPI Report Could Bolster Case for Fed Rate Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/consumer-prices-expected-to-have-cooled-further-in-june-bolstering-hopes-for-fed-rate-cuts-144531331.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Thursday, investors will digest one of the most important data points that will shape future Federal Reserve interest rate policy: June's Consumer Price Index (CPI).The inflation report, set for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/consumer-prices-expected-to-have-cooled-further-in-june-bolstering-hopes-for-fed-rate-cuts-144531331.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/consumer-prices-expected-to-have-cooled-further-in-june-bolstering-hopes-for-fed-rate-cuts-144531331.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450811858","content_text":"On Thursday, investors will digest one of the most important data points that will shape future Federal Reserve interest rate policy: June's Consumer Price Index (CPI).The inflation report, set for release at 8:30 a.m. ET, is expected to show headline inflation of 3.1%, a deceleration from the 3.3% rise seen in May. This would be the smallest annual rise since January as another drop in energy prices likely will have contributed to further downward pressure on headline CPI.Over the prior month, consumer prices are expected to have risen 0.1%, a slight uptick from May's flat monthly reading.Meanwhile, on a \"core\" basis, which strips out the more volatile costs of food and gas, prices in June are expected to have risen 3.4% over last year and 0.2% over the prior month, unchanged from May, according to Bloomberg data.\"We expect the June CPI report to be another confidence builder following the undeniably good May report,\" Bank of America economists Stephen Juneau and Michael Gapen wrote in a note last week.The economists said while the anticipated numbers are \"not quite as low as May, it would be a good print for the Fed.\"Thursday's inflation data arrives at a critical moment for the central bank after slowing job market growth, coupled with recent testimony from Federal Reserve Chair Jay Powell, have kept rate cut hopes alive.Powell, who is set to complete his semiannual policy update to Congress on Wednesday, has largely stuck to his data-dependent narrative — a positive sign given recent encouraging data. On Tuesday, he told the Senate Banking Committee that although there's been evidence of inflation cooling, the Fed still needs more \"good data\" to be confident that inflation is moving toward the Fed's 2% target.Core inflation has remained stubbornly elevated due to higher costs of shelter and core services like insurance and medical care. In May, non-housing services \"surprisingly edged down in May, owing in large part to a slight decline in motor vehicle insurance,\" Bank of America's Juneau and Gapen noted.But the economists expect the services category (and motor vehicle insurance) to have increased in June, indicative of the \"bumpy\" path forward when it comes to price stabilization.\"Non-housing services inflation should moderate over time given cooling services wage inflation; however, a sustained period of deflation is unlikely,\" they warned.Federal Reserve Board Chair Jerome Powell speaks at a news conference at the Federal Reserve in Washington, on June 12, 2024.Meanwhile, price increases for rent and owners' equivalent rent, or the hypothetical rent a homeowner would pay for the same property, are expected to cool in the coming months, BofA said, \"which should add to the Fed's confidence on the inflation outlook.\"The team at Goldman Sachs, led by Jan Hatzius, agreed \"further disinflation\" remains in the pipeline this year, citing \"rebalancing in the auto, housing rental, and labor markets.\"Still, \"we expect offsets from continued catch-up inflation in healthcare and car insurance and from single-family rent growth continuing to outpace multifamily rent growth.\"Goldman anticipates year-over-year core CPI inflation of 3.2% and core PCE inflation of 2.7% in December 2024, down from their previous projection of 3.5% and 2.8%, respectively.To cut or not to cut?Inflation has remained stubbornly above the Federal Reserve's 2% target on an annual basis. But recent economic data has helped fuel a narrative that the central bank should cut rates sooner than later.On Friday, the Bureau of Labor Statistics showed the labor market added 206,000 nonfarm payroll jobs last month, ahead of the 190,000-plus expected by economists. However, the unemployment rate unexpectedly rose to 4.1%, up from 4% in the month prior. It was the highest reading in almost three years.Notably, the Fed's preferred inflation gauge, the so-called core PCE price index, showed inflation eased in May. The year-over-year change in core PCE came in at 2.6% over the prior year in May, in line with estimates and the slowest annual gain in more than three years.\"Should the CPI report print [fall] in line with our expectations, we would maintain our expectation for the Fed to start its cutting cycle in December,\" BofA said. \"That said, we do acknowledge that another 0.2% month-over-month print for core CPI would tilt the risk towards an earlier cut especially given signs of softening activity.\"Investors now anticipate a range of one to two 25-basis-point cuts in 2024, down from the six cuts expected at the start of the year, according to Bloomberg data.As of Wednesday, markets were pricing in a roughly 75% chance the Federal Reserve begins to cut rates at its September meeting, according to data from the CME Group.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272001118212344,"gmtCreate":1707444317114,"gmtModify":1707444321882,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272001118212344","repostId":"2409616795","repostType":2,"repost":{"id":"2409616795","kind":"highlight","pubTimestamp":1707442750,"share":"https://ttm.financial/m/news/2409616795?lang=&edition=fundamental","pubTime":"2024-02-09 09:39","market":"sg","language":"en","title":"4 Steady Singapore Dividend Stocks I Will Buy with S$40,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2409616795","media":"The Smart Investor","summary":"Looking for dividend stocks? Here are four that should pay out reliable dividends over the years.","content":"<html><head></head><body><p>Dividends are a great source of passive income that helps to boost your bank account.</p><p>And with the beginning of a New Year, many of you should be receiving bonuses paid out by the companies you work for.</p><p>If you are thinking of investing in this bonanza, you can scout around for suitable dividend-paying stocks that can increase your flow of passive income.</p><p>Here are three reliable dividend stocks I plan to buy if I had S$40,000 to spare.</p><h2 id=\"id_894389531\"><a href=\"https://laohu8.com/S/H02.SI\">Haw Par Corporation Limited</a></h2><p>Haw Par is a conglomerate with four divisions – Healthcare, Leisure, Property, and Investments.</p><p>The group is also the owner of the world-famous Tiger Balm brand that produces ointments and salves.</p><p>Haw Par has a long and storied history of paying out consistent dividends.</p><p>The group paid out a core ordinary dividend of S$0.20 per year from 2010 to 2017 before raising this to S$0.30 per year from 2018 to 2022.</p><p>For its recent first half 2023 (1H 2023) earnings, Haw Par reported a 16.3% year on year increase in revenue to S$111.1 million.</p><p>Net profit jumped nearly 35% year on year to S$104.1 million.</p><p>The healthcare group also generated a positive free cash flow of S$14.6 million, up 15.8% year on year.</p><p>Haw Par also raised its interim dividend from S$0.15 to S$0.20, bringing the annualised dividend per share to S$0.40.</p><h2 id=\"id_2368191498\"><a href=\"https://laohu8.com/S/CC3.SI\">StarHub Ltd</a></h2><p>StarHub is one of three leading telecommunication companies (telcos) in Singapore offering a range of mobile, broadband, and pay-TV services.</p><p>The telco reported an encouraging set of earnings for the first nine months of 2023 (9M 2023).</p><p>Revenue rose 4.8% year on year to S$1.7 billion while net profit climbed 29.1% year on year to S$114 million.</p><p>StarHub enjoyed year-on-year revenue increases across all its four divisions.</p><p>The telco paid out an interim dividend of S$0.025 for the first half of 2023 (1H 2023) and paid out a total dividend of S$0.05 for 2022.</p><p>StarHub has outlined ambitious goals during last year’s Investor Day 2023.</p><p>The group is seeking to create an all-in-one app and initiate an enterprise IT transformation.</p><p>The telco is targeting a total of S$500 million in cost savings from its DARE+ initiatives that will start flowing in from 2025 and 2026.</p><p>Should StarHub enjoy continued higher revenue and net profit, there is a good chance it can maintain or even increase its annual dividend.</p><h2 id=\"id_2207558263\"><a href=\"https://laohu8.com/S/AGS.SI\">The Hour Glass</a></h2><p>The Hour Glass, or THG, is a luxury watch retailer with more than 50 boutiques across 13 cities in the Asia Pacific region.</p><p>The group is the official retailer of speciality watch brands such as Rolex, Patek Philippe, Hublot, and Cartier.</p><p>THG reported a mixed performance for the first half of fiscal 2024 (1H FY2024) ending 30 September 2023.</p><p>Revenue inched up 1% year on year to S$566.3 million but net profit tumbled 9% year on year to S$77 million.</p><p>The luxury watch retailer also generated a positive free cash flow of S$40.1 million for 1H FY2024.</p><p>An interim dividend of S$0.02 was declared, in line with what was paid out a year ago.</p><p>THG paid out a total annual dividend of S$0.08 for both FY2022 and FY2023.</p><p>With healthy free cash flow generation, the luxury watch retailer should be able to maintain its total dividend for FY2024.</p><h2 id=\"id_3122581352\"><a href=\"https://laohu8.com/S/V03.SI\">Venture Corporation Ltd</a></h2><p>Venture Corporation is an electronic services provider and a provider of technology services, products, and solutions.</p><p>The blue-chip group serves various technology domains such as life science, genomics, medical devices, and computing.</p><p>Venture has maintained its S$0.25 per share interim dividend despite a downbeat set of earnings arising from a downturn in the semiconductor sector.</p><p>Revenue for 1H 2023 fell 11.9% year on year to S$1.6 billion with net profit tumbling nearly 20% year on year to S$140.3 million.</p><p>Despite the lower profit, Venture generated a significantly higher level of positive free cash flow.</p><p>For 1H 2023, the electronic service provider saw free cash flow leap more than five-fold year on year from S$39.9 million to S$229.4 million.</p><p>2022 saw Venture pay out a total dividend of S$0.75 for the year as net profit rose 18.4% year on year to S$369.6 million.</p><p>There is a high chance that Venture can maintain its final dividend of S$0.50 even if full-year net profit sees a year-on-year decline.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Steady Singapore Dividend Stocks I Will Buy with S$40,000</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Steady Singapore Dividend Stocks I Will Buy with S$40,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 09:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-steady-singapore-dividend-stocks-i-will-buy-with-s40000/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividends are a great source of passive income that helps to boost your bank account.And with the beginning of a New Year, many of you should be receiving bonuses paid out by the companies you work ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-steady-singapore-dividend-stocks-i-will-buy-with-s40000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6506":"制药与医学研究概念","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6079":"制药","BK6514":"零售商股","BK6515":"技术设备股","CC3.SI":"星和","V03.SI":"创业公司","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","AGS.SI":"欧佳时","BK6105":"专卖店","BK6062":"电子制造服务","BK6048":"无线电信业务","BK6513":"电信服务股","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","H02.SI":"虎豹企业"},"source_url":"https://thesmartinvestor.com.sg/4-steady-singapore-dividend-stocks-i-will-buy-with-s40000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409616795","content_text":"Dividends are a great source of passive income that helps to boost your bank account.And with the beginning of a New Year, many of you should be receiving bonuses paid out by the companies you work for.If you are thinking of investing in this bonanza, you can scout around for suitable dividend-paying stocks that can increase your flow of passive income.Here are three reliable dividend stocks I plan to buy if I had S$40,000 to spare.Haw Par Corporation LimitedHaw Par is a conglomerate with four divisions – Healthcare, Leisure, Property, and Investments.The group is also the owner of the world-famous Tiger Balm brand that produces ointments and salves.Haw Par has a long and storied history of paying out consistent dividends.The group paid out a core ordinary dividend of S$0.20 per year from 2010 to 2017 before raising this to S$0.30 per year from 2018 to 2022.For its recent first half 2023 (1H 2023) earnings, Haw Par reported a 16.3% year on year increase in revenue to S$111.1 million.Net profit jumped nearly 35% year on year to S$104.1 million.The healthcare group also generated a positive free cash flow of S$14.6 million, up 15.8% year on year.Haw Par also raised its interim dividend from S$0.15 to S$0.20, bringing the annualised dividend per share to S$0.40.StarHub LtdStarHub is one of three leading telecommunication companies (telcos) in Singapore offering a range of mobile, broadband, and pay-TV services.The telco reported an encouraging set of earnings for the first nine months of 2023 (9M 2023).Revenue rose 4.8% year on year to S$1.7 billion while net profit climbed 29.1% year on year to S$114 million.StarHub enjoyed year-on-year revenue increases across all its four divisions.The telco paid out an interim dividend of S$0.025 for the first half of 2023 (1H 2023) and paid out a total dividend of S$0.05 for 2022.StarHub has outlined ambitious goals during last year’s Investor Day 2023.The group is seeking to create an all-in-one app and initiate an enterprise IT transformation.The telco is targeting a total of S$500 million in cost savings from its DARE+ initiatives that will start flowing in from 2025 and 2026.Should StarHub enjoy continued higher revenue and net profit, there is a good chance it can maintain or even increase its annual dividend.The Hour GlassThe Hour Glass, or THG, is a luxury watch retailer with more than 50 boutiques across 13 cities in the Asia Pacific region.The group is the official retailer of speciality watch brands such as Rolex, Patek Philippe, Hublot, and Cartier.THG reported a mixed performance for the first half of fiscal 2024 (1H FY2024) ending 30 September 2023.Revenue inched up 1% year on year to S$566.3 million but net profit tumbled 9% year on year to S$77 million.The luxury watch retailer also generated a positive free cash flow of S$40.1 million for 1H FY2024.An interim dividend of S$0.02 was declared, in line with what was paid out a year ago.THG paid out a total annual dividend of S$0.08 for both FY2022 and FY2023.With healthy free cash flow generation, the luxury watch retailer should be able to maintain its total dividend for FY2024.Venture Corporation LtdVenture Corporation is an electronic services provider and a provider of technology services, products, and solutions.The blue-chip group serves various technology domains such as life science, genomics, medical devices, and computing.Venture has maintained its S$0.25 per share interim dividend despite a downbeat set of earnings arising from a downturn in the semiconductor sector.Revenue for 1H 2023 fell 11.9% year on year to S$1.6 billion with net profit tumbling nearly 20% year on year to S$140.3 million.Despite the lower profit, Venture generated a significantly higher level of positive free cash flow.For 1H 2023, the electronic service provider saw free cash flow leap more than five-fold year on year from S$39.9 million to S$229.4 million.2022 saw Venture pay out a total dividend of S$0.75 for the year as net profit rose 18.4% year on year to S$369.6 million.There is a high chance that Venture can maintain its final dividend of S$0.50 even if full-year net profit sees a year-on-year decline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000807881,"gmtCreate":1640064975252,"gmtModify":1676533499998,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Good time to&nbsp;Buy and accumulate SEA and PayPal&nbsp;","listText":"Good time to&nbsp;Buy and accumulate SEA and PayPal&nbsp;","text":"Good time to Buy and accumulate SEA and PayPal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000807881","repostId":"2192358181","repostType":2,"repost":{"id":"2192358181","kind":"highlight","pubTimestamp":1640055937,"share":"https://ttm.financial/m/news/2192358181?lang=&edition=fundamental","pubTime":"2021-12-21 11:05","market":"us","language":"en","title":"3 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2192358181","media":"Motley Fool","summary":"There are good reasons for Wall Street analysts to be bullish about these stocks.","content":"<p>Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform well in the future.</p>\n<p>However, you can get some ideas from the analysts getting paid big bucks to research companies from top to bottom. Here are three growth stocks that will skyrocket 50% or more in 2022, according to Wall Street.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F657145%2F2022-businessman-with-charts.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"423\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Sea Limited</h2>\n<p>The consensus 12-month price target for&nbsp;<b>Sea Limited</b> (NYSE:SE) reflects an upside potential of 89%. Sea wasn't too far away from achieving that target in October. However, the stock has plunged more than 40% from its high -- in part due to the company badly missing Q3 earnings expectations but mainly because of the overall sell-off of growth stocks.</p>\n<p>Sea's past success has been primarily driven by its <i>Free Fire</i> mobile game. Although <i>Free Fire</i> was launched four years ago, it's still the highest-grossing mobile game in India, Latin America,and Southeast Asia, according to App Annie. It has also been the highest-grossing mobile battle royale game in the U.S. for three consecutive quarters. Sea expects even more growth as it rolls out new features.</p>\n<p>But don't think of Sea Limited as just a video game stock. The company's Shopee e-commerce platform dominates in the Southeast Asia and Taiwan markets. It's also made significant headway in Latin America.</p>\n<p>Sea also has SeaMoney. It's a top digital payments and financial services provider in Southeast Asia. In the third quarter of 2021, SeaMoney's total payment volume more than doubled year over year.</p>\n<p>Gaming, e-commerce, and digital payments are all strong growth markets. There aren't many companies that have the potential to win in all three, but Sea Limited could.</p>\n<h2>2. Teladoc Health</h2>\n<p><b>Teladoc Health</b>'s (NYSE:TDOC) shares are down more than 50% year to date. But Wall Street thinks this virtual care leader could rebound in a major way in 2022. The consensus price target for Teladoc reflects an upside potential of nearly 66%.</p>\n<p>Why has Teladoc fallen so much? One main factor is that some investors thought that the end of COVID-19 lockdowns would lead to slowing growth. While Teladoc did experience some slowing, its business continues to perform very well.</p>\n<p>The company's near-term prospects look quite good. Teladoc's contract with HCSC, the fifth-biggest health insurer in the U.S., goes into effect in January 2022. Primary360, Teladoc's virtual primary care service, also continues to gain momentum.</p>\n<p>Teladoc's long-term prospects should be even better. We're still only in the early innings of the adoption of virtual care. Sure, there are other companies competing against Teladoc. However, the company has a wider moat than you might think as the largest player in the industry.</p>\n<h2>3. <a href=\"https://laohu8.com/S/PYPL\">PayPal</a></h2>\n<p><b>PayPal Holdings</b> (NASDAQ:PYPL) has fallen more in recent months than it has since the fintech stock first traded publicly as a stand-alone entity in 2015. Analysts think this decline will be only temporary, though. The consensus price target for PayPal is 50% higher than its current share price.</p>\n<p>Wall Street's optimism could be well-founded. PayPal ranks as the most accepted digital wallet in the world. More than 75% of the top 1,500 biggest merchants allow customers to pay with PayPal. As e-commerce grows, so will PayPal.</p>\n<p>New features should enable PayPal to gain even more momentum. The app's cryptocurrency wallet has been a big hit. PayPal plans to launch high-yield savings to the app in early 2022.</p>\n<p>PayPal's Venmo mobile payment app should also enjoy a significant boost next year. <b>Amazon.com</b> will allow customers to make purchases with their Venmo accounts beginning in 2022.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Growth Stocks That Could Skyrocket 50% or More in 2022, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4085":"互动家庭娱乐","BK4527":"明星科技股","SE":"Sea Ltd","BK4106":"数据处理与外包服务","BK4566":"资本集团","BK4504":"桥水持仓","BK4567":"ESG概念","BK4503":"景林资产持仓","TDOC":"Teladoc Health Inc.","BK4167":"医疗保健技术","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4534":"瑞士信贷持仓","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2021/12/20/growth-stocks-skyrocket-2022-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192358181","content_text":"Want to have a really happy new year? Invest now in stocks that are likely to really take off in 2022. Granted, that's easier said than done. There's no way to know for sure which stocks will perform well in the future.\nHowever, you can get some ideas from the analysts getting paid big bucks to research companies from top to bottom. Here are three growth stocks that will skyrocket 50% or more in 2022, according to Wall Street.\nImage source: Getty Images.\n1. Sea Limited\nThe consensus 12-month price target for Sea Limited (NYSE:SE) reflects an upside potential of 89%. Sea wasn't too far away from achieving that target in October. However, the stock has plunged more than 40% from its high -- in part due to the company badly missing Q3 earnings expectations but mainly because of the overall sell-off of growth stocks.\nSea's past success has been primarily driven by its Free Fire mobile game. Although Free Fire was launched four years ago, it's still the highest-grossing mobile game in India, Latin America,and Southeast Asia, according to App Annie. It has also been the highest-grossing mobile battle royale game in the U.S. for three consecutive quarters. Sea expects even more growth as it rolls out new features.\nBut don't think of Sea Limited as just a video game stock. The company's Shopee e-commerce platform dominates in the Southeast Asia and Taiwan markets. It's also made significant headway in Latin America.\nSea also has SeaMoney. It's a top digital payments and financial services provider in Southeast Asia. In the third quarter of 2021, SeaMoney's total payment volume more than doubled year over year.\nGaming, e-commerce, and digital payments are all strong growth markets. There aren't many companies that have the potential to win in all three, but Sea Limited could.\n2. Teladoc Health\nTeladoc Health's (NYSE:TDOC) shares are down more than 50% year to date. But Wall Street thinks this virtual care leader could rebound in a major way in 2022. The consensus price target for Teladoc reflects an upside potential of nearly 66%.\nWhy has Teladoc fallen so much? One main factor is that some investors thought that the end of COVID-19 lockdowns would lead to slowing growth. While Teladoc did experience some slowing, its business continues to perform very well.\nThe company's near-term prospects look quite good. Teladoc's contract with HCSC, the fifth-biggest health insurer in the U.S., goes into effect in January 2022. Primary360, Teladoc's virtual primary care service, also continues to gain momentum.\nTeladoc's long-term prospects should be even better. We're still only in the early innings of the adoption of virtual care. Sure, there are other companies competing against Teladoc. However, the company has a wider moat than you might think as the largest player in the industry.\n3. PayPal\nPayPal Holdings (NASDAQ:PYPL) has fallen more in recent months than it has since the fintech stock first traded publicly as a stand-alone entity in 2015. Analysts think this decline will be only temporary, though. The consensus price target for PayPal is 50% higher than its current share price.\nWall Street's optimism could be well-founded. PayPal ranks as the most accepted digital wallet in the world. More than 75% of the top 1,500 biggest merchants allow customers to pay with PayPal. As e-commerce grows, so will PayPal.\nNew features should enable PayPal to gain even more momentum. The app's cryptocurrency wallet has been a big hit. PayPal plans to launch high-yield savings to the app in early 2022.\nPayPal's Venmo mobile payment app should also enjoy a significant boost next year. Amazon.com will allow customers to make purchases with their Venmo accounts beginning in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354659711615104,"gmtCreate":1727596395815,"gmtModify":1727596399852,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354659711615104","repostId":"2470305936","repostType":2,"repost":{"id":"2470305936","kind":"highlight","pubTimestamp":1727505723,"share":"https://ttm.financial/m/news/2470305936?lang=&edition=fundamental","pubTime":"2024-09-28 14:42","market":"fut","language":"en","title":"Alibaba's Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=2470305936","media":"seekingalpha","summary":"China's recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains' durability, and at this time they've been relinquishe","content":"<html><head></head><body><ul style=\"\"><li><p>China&#39;s recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains&#39; durability, and at this time they&#39;ve been relinquished.</p></li><li><p>However, we believe Alibaba&#39;s recent upsurge, driven primarily by economic stimulus pervasively applicable to its Chinese peers, continues to underappreciate impending company-specific catalysts.</p></li><li><p>The market&#39;s elevated interest in China&#39;s recent macroeconomic developments has essentially overshadowed Alibaba&#39;s recent slew of global partnerships forged — including the one with AI darling Nvidia.</p></li><li><p>The latest developments, which follow the recent completion of Alibaba&#39;s antitrust probe, could potentially be paving the way to a larger AI partnership on the global scale that remains overlooked.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/462cd3697f83bcec3578c700effe99fc\" tg-width=\"750\" tg-height=\"500\"/></p><p>maybefalse</p><p></p><p>Despite the absence of OpenAI’s ChatGPT or Google’s (GOOG, GOOGL) Gemini in China, the region has not been short of interest in generative AI. In fact, the nascent technology garners the highest penetration rate in China compared to other global economies. More than half of the region’s Internet users currently rely on generative AI in their day-to-day settings. This has accordingly encouraged a slew of homegrown products, from smartphones and PCs to cars and home appliances, that have touted in-house developed AI features.</p><p>One of the most pervasively used AI models in China right now is <strong>Alibaba Group Holding Limited’s</strong> (NYSE:BABA) open-sourced Tongyi Qianwen – or “Qwen.” As discussed in our previous coverage on the stock, Qwen is currently one of the most familiar large language models among Chinese developers. The large language model (“LLM”) also underpins generative AI features in key consumer and enterprise apps in China, including Taobao and DingTalk with each reaching more than 600 million active users.</p><p>We believe Alibaba’s deepening foray in AI developments in China, alongside its increasing participation in global partnerships, cement the foundation to its stock’s sustained upsurge from current levels. Specifically, the recent integration of Alibaba’s Qwen model with Nvidia’s (NVDA) Drive AGX Orin platform to enable next-generation autonomous mobility technologies is a significant milestone. The collaboration also marks Alibaba’s second with a global partner this month. Alibaba had partnered with MasterCard (MA) in early September to launch the “Business Edge Credit Card.” The latest developments build confidence that Beijing’s regulatory grip on the company’s overseas partnerships and growth strategies has indeed eased following the completion of a years-long probe.</p><p>Looking ahead, we anticipate further global penetration of Alibaba’s portfolio businesses, particularly its AI advancements, to unlock pent-up valuation gains for the stock. Specifically, Alibaba currently marks a top contender for Apple’s (AAPL) eventual Apple Intelligence partner in China, which remains underappreciated by markets, in our opinion.</p><p>We view this as a key near-term catalyst in sustaining a durable upward valuation re-rate for the Alibaba stock. Specifically, an Apple collaboration would further validate Alibaba’s AI capabilities. But more importantly, it would also structurally lift the market’s concerns about whether Alibaba is still investible given its direct exposure to the U.S.-China crossfire. This has been a key multiple compression risk to the stock recently. And an Apple partnership would likely confirm that Alibaba’s ability to participate in global growth opportunities, while also being regulatory compliant, has been effectively restored. We believe this would be key to narrowing the valuation discount between Alibaba and its U.S. counterparts, which has been primarily attributable to China-related risks. The anticipated multiple uplift is also expected to complement tangible fundamental improvements underpinning the stock’s upside potential.</p><h2 id=\"id_1810362860\">Alibaba Could Be A Key Beneficiary of Apple’s AI Strategy for China</h2><p>Apple’s introduction of “Apple Intelligence” AI features during WWDC 2024 in June has been a key driver to the stock’s upsurge since. The Apple stock’s climb to records was primarily fueled by investors’ optimism about an impending upgrade supercycle with the launch of an AI-enabled iPhone 16. Yet, anticipated delays to the rollout of promised “Apple Intelligence” features and an absent deployment strategy for China have been key drawbacks to expectations of pulled forward revenue growth.</p><p>Recall that much of Apple’s revenue declines in the past year have been driven by weakening iPhone uptake. This was particularly pronounced in China due to the combination of a soft consumer spending environment and intensifying competition in the region. iPhone shipments to China have been consistently losing share to local rivals, particularly Huawei, in the past 12 months. Despite pushing rare price discounts to encourage purchases, iPhone shipments fell by more than 3% y/y in China during the June quarter. The iPhone also fell out of the region’s top five sellers for the first time in four years during the period.</p><p>And Apple’s lacking AI strategy in China continues to shed uncertainty over how or when the persistent iPhone sales declines in this core growth region will be arrested. There are currently more than 300 million iPhone 12s sold during the 5G upgrade cycle that have yet to be replaced. About a third of that is in China, underscoring the importance of this market for Apple’s anticipated upgrade supercycle to materialize.</p><p>Essentially, the longer it takes for Apple Intelligence to deploy in China, the greater the risks of further market share loss to local rivals like Huawei. This is particularly in the more affluent tier 1 markets that are less prone to current macroeconomic woes in the region. And this reality is already gradually unfolding, as evidenced through robust local interest in the latest Huawei Mate XT. Despite being the market’s most expensive smartphone, priced at $2,800 to $3,370, the Mate XT had garnered well over six million preorders leading up to its initial sales last week.</p><p>Admittedly, the Huawei Mate XT is not expected to perform as well as its mass market products like the Mate 60, which stunned the world with its technology breakthrough last year despite U.S. sanctions. But strong demand for the trifold smartphone highlights pockets of pent-up demand in China for premium products despite the region’s mixed macro backdrop.</p><p>And it has become urgent for Apple to start incentivizing consumers into pulling the trigger on an iPhone instead. Otherwise, Apple risks entrenched market share loss to its Chinese rivals. Why? It is because the steepening loss of iPhone revenue share in the Chinese smartphone market today would take years to restore – even if Apple wanted to – given the extended useful life of these devices nowadays. Every lost AI smartphone sale to a local rival is essentially a pushed-out opportunity for the iPhone until its next upgrade cycle.</p><p>For now, Apple has continued to stay mum on its AI strategy for China – the second-largest iPhone market after the United States. And there have been limited updates beyond the generic high-level commentary that the rollout of Apple Intelligence features will first begin in the U.S. later this year, with expansion to other regions thereafter.</p><p>OpenAI’s ChatGPT is currently the primary technology underpinning Apple Intelligence features in the U.S., and potentially other key regions in the future; the iPhone maker also plans to eventually collaborate with Google’s Gemini model. But these U.S.-built technologies are inaccessible in China, leaving questions about whom the beneficiary might be in Apple’s eventual launch of AI features in the region.</p><p>We believe Alibaba makes a strong contender for AI opportunities in China – not only for Apple but for other product OEMs and service providers as well. This is corroborated by its recent slew of global partnerships forged without triggering disapproval from Beijing, highlighting Alibaba’s strong regulatory compliance following the official completion of its years-long antitrust probe. The company’s diverse AI product portfolio, which spans beyond the flagship Qwen model, also caters well to varying market needs and broadens its TAM. And the already pervasive integration and familiarity of Alibaba’s AI capabilities across both consumer and enterprise use cases in China is also appealing to prospective customers like Apple looking to optimize their installed base.</p><p>Taken together, we believe Alibaba is well-positioned for impending AI opportunities. This would also complement ongoing improvements in company-wide fundamentals, and reinforce a sustained upward valuation re-rate from current levels for the stock.</p><h2 id=\"id_3134418956\">Alibaba&#39;s Improving Global Presence</h2><p>Alibaba’s fall from grace recently was primarily marked by a tightening regulatory grip from the Chinese government. In the name of “common prosperity,” Beijing has unleashed harsh regulatory changes, targeting primarily China’s biggest tech companies. The harsh treatment included stringent scrutiny of overseas partnerships and securities listings, as well as antitrust crackdowns that have essentially overhauled big Chinese tech’s historical business models and stymied their once lucrative growth prospects.</p><p>In the latest development, Alibaba appears to have finally turned a page. The company received notice from the China’s State Administration of Market Regulation in late August that it has completed the three-year “rectification” period for its antitrust violations found in 2021. Admittedly, the stock did not immediately return to its historical record highs following the news. In fact, it continued to trade near the $80 range, which we had previously viewed as a potentially sustained support level given continued fundamental improvements in the underlying business. This was largely expected, as the official “notice of release” does not mean Alibaba can restore the historical business practices that had underpinned its lucrative growth patterns in the old days.</p><p>But the key is what came <em>after</em> Alibaba received confirmation on the completion of its rectification period. The company has already gone on to forge two global partnerships this month. And these are not any ordinary global partnerships; they are global partnerships with international players based in the United States. This is a stark reversal from the days of stringent regulatory scrutiny on overseas partnerships, particularly in the U.S., during the peak of Beijing’s crackdown on big tech practices.</p><p>Earlier this month, Alibaba had partnered with Mastercard (MA) to launch the “Alibaba.com Business Edge Credit Card.” The card targets U.S. small businesses, with exclusive perks aimed at incentivizing purchases on Alibaba.com. In addition to the anticipated positive impact on Alibaba’s fundamentals, the partnership with MasterCard to deepen its reach in U.S. wholesale and retail opportunities also reinforces confidence that Beijing’s regulatory overhang on the company has eased.</p><p>And earlier this week, Alibaba announced a collaboration with AI darling Nvidia in the launch of new autonomous mobility technologies. This marks a significant milestone for Alibaba’s flagship Qwen model, which has been integrated into the Nvidia Drive AGX Orin platform to unlock new solutions optimized for autonomous mobility and digital cockpit applications.</p><p>The latest global developments for Alibaba essentially assuage two critical considerations for prospective customers of its nascent AI offerings – namely, regulatory compliance with the Chinese government, and technological validation. With these two barriers addressed, Alibaba is well-positioned in accessing the global AI TAM. Not only does this solidify its prospects in partaking in AI opportunities overseas, but the recent events corroborate a favorable outlook for Alibaba’s AI strategy at home too. The company essentially serves as a critical gateway for foreign companies like Nvidia, and, potentially Apple, looking to partake in AI opportunities in China. Continued global endorsement for Alibaba’s AI strategy and other offerings represents a key upside catalyst for the stock by structurally diminishing the China risk overhang that has been compressing its valuation multiple recently.</p><h2 id=\"id_2627408538\">Alibaba&#39;s Diversified AI Portfolio</h2><p>Alibaba is currently most widely known for its flagship open-sourced Qwen model. But that is not where the company’s AI product roadmap stops.</p><p>The company currently monetizes primarily from the Bailian AI model repository platform, which offers access to its wide-ranging Tongyi LLMs for developers. The number of paying users on Bailian has grown by more than 200% q/q during the June quarter, highlighting the pervasive adoption of Alibaba’s AI solutions. This is similar to LLM-as-a-service offerings observed in hyperscalers like Amazon Bedrock (AMZN), Azure OpenAI Service (MSFT), and Google Vertex AI, which have been key growth drivers for the cohort’s respective cloud businesses over the past year.</p><p>In the latest development, Alibaba has also launched more than 100 open-sourced LLMs under “Qwen 2.5.” The repository is optimized by use case, targeting generative AI developments curated for verticals spanning automotive, gaming, science research and others. It also supports over 29 languages, highlighting Alibaba’s ambition to gain relevance in global AI developments.</p><p>The company’s diversified AI product roadmap is further reinforced by its prescient investments in some of China’s most prominent start-ups in the nascent field. Specifically, Alibaba has been a key investor in Moonshot, Minimax, Zhipu, Baichuan, and 01.AI. They represent five of China’s “Six Little Dragons” – a cohort of key LLM developers that have mostly already received regulatory approval for public rollout.</p><p>Alibaba’s diverse AI roadmap, spanning both internal and external developments across a wide array of use cases, makes it a suitable choice for varying customer needs. The strategy is particularly attractive for prospective global customers, such as Apple, looking to optimize penetration into a wide array of generative AI use cases, including productivity and healthcare.</p><h2 id=\"id_484015733\">Alibaba&#39;s Deep Reach in Critical End Markets</h2><p>As discussed in our previous coverage on Alibaba, its flagship open-sourced Qwen model has become a familiar choice for local developers as well. This has been reinforced by deep Qwen integration into some of China’s most used consumer and enterprise apps. They include Alibaba’s very own Taobao and Tmall shopping app, which boasts over 600 million MAUs, and the DingTalk chat and productivity app most commonly found in enterprise settings (think Microsoft Teams or CRM’s Slack), which now serves more than 600 million users.</p><p>This is a key reinforcement to the appeal of Qwen for prospective adoption by global players like Apple. Alibaba’s Qwen model effectively shows relevance, familiarity and reach into its prospective customers’ two key end-markets. We believe this reinforces Alibaba’s prospects in replicating the customer appeal and success of dominant AI models in the U.S., such OpenAI’s GPT-x and Google’s Gemini.</p><h2 id=\"id_528172350\">Valuation Considerations</h2><p>We believe Alibaba’s widening reach into global opportunities, reinforced by its AI leadership in China, represents a key catalyst for unlocking pent-up valuation gains in the stock from current levels. These developments are expected to structurally diminish Alibaba’s exposure to China risks over time, and accordingly restore the stock’s multiple uplift towards levels closer to its U.S. counterparts. They are also expected to complement recent tailwinds. These include policy and stimulus support from Beijing, Alibaba’s admission into the Stock Connect program in Hong Kong, and generous share buybacks underpinned by an improving fundamental outlook under the company’s new leadership.</p><p>As a result, we believe the Alibaba stock is likely to keep its gains this time around with incremental upside to come. We are revising our base case price target for the stock to <strong>$100</strong> (previously $86) to reflect its gradual detachment from previous multiple compression risks that include regulatory and geopolitical uncertainties.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b43b2abea91982ab139d9a86a9ab667\" tg-width=\"640\" tg-height=\"133\"/></p><p>Author</p><p></p><p>The price target is derived from the weighted average of outcomes under both the discounted cash flow (“DCF”) and sum-of-the-parts valuation approach.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d5a58035843469d367fb53a27ee4c33\" tg-width=\"640\" tg-height=\"63\"/></p><p>Author</p><p></p><p>Under the DCF approach, Alibaba yields an estimated intrinsic value of $120 apiece. The analysis considers cash flow projections taken in line with the fundamental forecast discussed in our F1Q25 earnings update for Alibaba. A 3.5% perpetual growth rate is applied to projected FY 2029 EBITDA to determine Alibaba’s terminal value. The assumption applied is consistent with the estimated pace of long-term economic growth in Alibaba’s core Chinese home market, which is an adequate gauge for the company’s steady-state outlook. A 9.7% WACC in line with Alibaba’s capital structure and risk profile is also considered in the analysis.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2f6ad959195c2ca0351775ed427c5e5\" tg-width=\"640\" tg-height=\"296\"/></p><p>Author</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/32eb46b7156cc9982f05ac64c487dda0\" tg-width=\"640\" tg-height=\"192\"/></p><p>Author</p><p></p><p>Under the SOTP approach, Alibaba yields an estimated intrinsic value of $87 apiece. The analysis considers peer multiples on a relative basis to growth observed across the Internet, e-commerce, cloud, and logistics sectors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21ecd47a26e30569ff0bc73cb47c11d7\" tg-width=\"640\" tg-height=\"493\"/></p><p>Author</p><p></p><h4 id=\"id_2814858056\"><em>Upside Scenario</em></h4><p>In the upside scenario, we expect the Alibaba stock to reach $130 apiece. Although it is still a far cry from its historical peak, the upside scenario price is reflective of a structural easing in multiple compression risk factors specific to China big tech.</p><p>The upside scenario price is derived under the DCF approach. This approach offers a fair presentation of the company’s estimated intrinsic value, in our opinion, without dilution from peer multiples that continue to face elevated exposure to China risks. The analysis considers cash flow projections reflective of a stronger growth profile underpinned by incremental global opportunities, particularly through Alibaba’s AI capabilities. The key valuation assumptions (i.e., 9.7% WACC; 3.5% perpetual growth rate) remain unchanged from the base case.</p><h2 id=\"id_2963759119\">Conclusion</h2><p>Despite previous spouts of upsurge, the Alibaba stock has time and again found itself back in the $80 level recently. We believe this had represented a consistent support level, especially as Alibaba’s fundamental outlook and regulatory backdrop continues to improve.</p><p>But this time around, the Alibaba stock’s latest rally is expected to showcase greater durability. Specifically, we believe the stock’s recent upsurge, driven primarily by external tailwinds pervasively applicable to the Chinese market, continues to underappreciate Alibaba’s company-specific catalysts discussed in the foregoing analysis.</p><p>We believe Alibaba’s continued expansion into global opportunities, reinforced by its AI leadership in China, will be supportive of a long-awaited, sustained uplift from current levels. A potential partnership with Apple for its AI strategy in China is something we are keeping an eye out for in the near-term. This is especially with Alibaba being well-positioned for the opportunity given its diverse AI product roadmap and deep market reach in China.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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 Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership</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 Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-28 14:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4723827-alibaba-savior-not-chinese-stimulus-but-impending-global-ai-partnership><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China's recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains' durability, and at this time they've been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4723827-alibaba-savior-not-chinese-stimulus-but-impending-global-ai-partnership\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4524":"宅经济概念","BK4220":"综合零售","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4527":"明星科技股","LU0594300419.USD":"富达中国消费基金A","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1046421795.USD":"富达环球科技A-ACC","BK4526":"热门中概股","BK4587":"ChatGPT概念","BK4122":"互联网与直销零售","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4502":"阿里概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BABA":"阿里巴巴","BK4505":"高瓴资本持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4581":"高盛持仓","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4504":"桥水持仓","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0048580855.USD":"富达大中华区A","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4558":"双十一","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4531":"中概回港概念","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","09988":"阿里巴巴-W","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC"},"source_url":"https://seekingalpha.com/article/4723827-alibaba-savior-not-chinese-stimulus-but-impending-global-ai-partnership","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2470305936","content_text":"China's recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains' durability, and at this time they've been relinquished.However, we believe Alibaba's recent upsurge, driven primarily by economic stimulus pervasively applicable to its Chinese peers, continues to underappreciate impending company-specific catalysts.The market's elevated interest in China's recent macroeconomic developments has essentially overshadowed Alibaba's recent slew of global partnerships forged — including the one with AI darling Nvidia.The latest developments, which follow the recent completion of Alibaba's antitrust probe, could potentially be paving the way to a larger AI partnership on the global scale that remains overlooked.maybefalseDespite the absence of OpenAI’s ChatGPT or Google’s (GOOG, GOOGL) Gemini in China, the region has not been short of interest in generative AI. In fact, the nascent technology garners the highest penetration rate in China compared to other global economies. More than half of the region’s Internet users currently rely on generative AI in their day-to-day settings. This has accordingly encouraged a slew of homegrown products, from smartphones and PCs to cars and home appliances, that have touted in-house developed AI features.One of the most pervasively used AI models in China right now is Alibaba Group Holding Limited’s (NYSE:BABA) open-sourced Tongyi Qianwen – or “Qwen.” As discussed in our previous coverage on the stock, Qwen is currently one of the most familiar large language models among Chinese developers. The large language model (“LLM”) also underpins generative AI features in key consumer and enterprise apps in China, including Taobao and DingTalk with each reaching more than 600 million active users.We believe Alibaba’s deepening foray in AI developments in China, alongside its increasing participation in global partnerships, cement the foundation to its stock’s sustained upsurge from current levels. Specifically, the recent integration of Alibaba’s Qwen model with Nvidia’s (NVDA) Drive AGX Orin platform to enable next-generation autonomous mobility technologies is a significant milestone. The collaboration also marks Alibaba’s second with a global partner this month. Alibaba had partnered with MasterCard (MA) in early September to launch the “Business Edge Credit Card.” The latest developments build confidence that Beijing’s regulatory grip on the company’s overseas partnerships and growth strategies has indeed eased following the completion of a years-long probe.Looking ahead, we anticipate further global penetration of Alibaba’s portfolio businesses, particularly its AI advancements, to unlock pent-up valuation gains for the stock. Specifically, Alibaba currently marks a top contender for Apple’s (AAPL) eventual Apple Intelligence partner in China, which remains underappreciated by markets, in our opinion.We view this as a key near-term catalyst in sustaining a durable upward valuation re-rate for the Alibaba stock. Specifically, an Apple collaboration would further validate Alibaba’s AI capabilities. But more importantly, it would also structurally lift the market’s concerns about whether Alibaba is still investible given its direct exposure to the U.S.-China crossfire. This has been a key multiple compression risk to the stock recently. And an Apple partnership would likely confirm that Alibaba’s ability to participate in global growth opportunities, while also being regulatory compliant, has been effectively restored. We believe this would be key to narrowing the valuation discount between Alibaba and its U.S. counterparts, which has been primarily attributable to China-related risks. The anticipated multiple uplift is also expected to complement tangible fundamental improvements underpinning the stock’s upside potential.Alibaba Could Be A Key Beneficiary of Apple’s AI Strategy for ChinaApple’s introduction of “Apple Intelligence” AI features during WWDC 2024 in June has been a key driver to the stock’s upsurge since. The Apple stock’s climb to records was primarily fueled by investors’ optimism about an impending upgrade supercycle with the launch of an AI-enabled iPhone 16. Yet, anticipated delays to the rollout of promised “Apple Intelligence” features and an absent deployment strategy for China have been key drawbacks to expectations of pulled forward revenue growth.Recall that much of Apple’s revenue declines in the past year have been driven by weakening iPhone uptake. This was particularly pronounced in China due to the combination of a soft consumer spending environment and intensifying competition in the region. iPhone shipments to China have been consistently losing share to local rivals, particularly Huawei, in the past 12 months. Despite pushing rare price discounts to encourage purchases, iPhone shipments fell by more than 3% y/y in China during the June quarter. The iPhone also fell out of the region’s top five sellers for the first time in four years during the period.And Apple’s lacking AI strategy in China continues to shed uncertainty over how or when the persistent iPhone sales declines in this core growth region will be arrested. There are currently more than 300 million iPhone 12s sold during the 5G upgrade cycle that have yet to be replaced. About a third of that is in China, underscoring the importance of this market for Apple’s anticipated upgrade supercycle to materialize.Essentially, the longer it takes for Apple Intelligence to deploy in China, the greater the risks of further market share loss to local rivals like Huawei. This is particularly in the more affluent tier 1 markets that are less prone to current macroeconomic woes in the region. And this reality is already gradually unfolding, as evidenced through robust local interest in the latest Huawei Mate XT. Despite being the market’s most expensive smartphone, priced at $2,800 to $3,370, the Mate XT had garnered well over six million preorders leading up to its initial sales last week.Admittedly, the Huawei Mate XT is not expected to perform as well as its mass market products like the Mate 60, which stunned the world with its technology breakthrough last year despite U.S. sanctions. But strong demand for the trifold smartphone highlights pockets of pent-up demand in China for premium products despite the region’s mixed macro backdrop.And it has become urgent for Apple to start incentivizing consumers into pulling the trigger on an iPhone instead. Otherwise, Apple risks entrenched market share loss to its Chinese rivals. Why? It is because the steepening loss of iPhone revenue share in the Chinese smartphone market today would take years to restore – even if Apple wanted to – given the extended useful life of these devices nowadays. Every lost AI smartphone sale to a local rival is essentially a pushed-out opportunity for the iPhone until its next upgrade cycle.For now, Apple has continued to stay mum on its AI strategy for China – the second-largest iPhone market after the United States. And there have been limited updates beyond the generic high-level commentary that the rollout of Apple Intelligence features will first begin in the U.S. later this year, with expansion to other regions thereafter.OpenAI’s ChatGPT is currently the primary technology underpinning Apple Intelligence features in the U.S., and potentially other key regions in the future; the iPhone maker also plans to eventually collaborate with Google’s Gemini model. But these U.S.-built technologies are inaccessible in China, leaving questions about whom the beneficiary might be in Apple’s eventual launch of AI features in the region.We believe Alibaba makes a strong contender for AI opportunities in China – not only for Apple but for other product OEMs and service providers as well. This is corroborated by its recent slew of global partnerships forged without triggering disapproval from Beijing, highlighting Alibaba’s strong regulatory compliance following the official completion of its years-long antitrust probe. The company’s diverse AI product portfolio, which spans beyond the flagship Qwen model, also caters well to varying market needs and broadens its TAM. And the already pervasive integration and familiarity of Alibaba’s AI capabilities across both consumer and enterprise use cases in China is also appealing to prospective customers like Apple looking to optimize their installed base.Taken together, we believe Alibaba is well-positioned for impending AI opportunities. This would also complement ongoing improvements in company-wide fundamentals, and reinforce a sustained upward valuation re-rate from current levels for the stock.Alibaba's Improving Global PresenceAlibaba’s fall from grace recently was primarily marked by a tightening regulatory grip from the Chinese government. In the name of “common prosperity,” Beijing has unleashed harsh regulatory changes, targeting primarily China’s biggest tech companies. The harsh treatment included stringent scrutiny of overseas partnerships and securities listings, as well as antitrust crackdowns that have essentially overhauled big Chinese tech’s historical business models and stymied their once lucrative growth prospects.In the latest development, Alibaba appears to have finally turned a page. The company received notice from the China’s State Administration of Market Regulation in late August that it has completed the three-year “rectification” period for its antitrust violations found in 2021. Admittedly, the stock did not immediately return to its historical record highs following the news. In fact, it continued to trade near the $80 range, which we had previously viewed as a potentially sustained support level given continued fundamental improvements in the underlying business. This was largely expected, as the official “notice of release” does not mean Alibaba can restore the historical business practices that had underpinned its lucrative growth patterns in the old days.But the key is what came after Alibaba received confirmation on the completion of its rectification period. The company has already gone on to forge two global partnerships this month. And these are not any ordinary global partnerships; they are global partnerships with international players based in the United States. This is a stark reversal from the days of stringent regulatory scrutiny on overseas partnerships, particularly in the U.S., during the peak of Beijing’s crackdown on big tech practices.Earlier this month, Alibaba had partnered with Mastercard (MA) to launch the “Alibaba.com Business Edge Credit Card.” The card targets U.S. small businesses, with exclusive perks aimed at incentivizing purchases on Alibaba.com. In addition to the anticipated positive impact on Alibaba’s fundamentals, the partnership with MasterCard to deepen its reach in U.S. wholesale and retail opportunities also reinforces confidence that Beijing’s regulatory overhang on the company has eased.And earlier this week, Alibaba announced a collaboration with AI darling Nvidia in the launch of new autonomous mobility technologies. This marks a significant milestone for Alibaba’s flagship Qwen model, which has been integrated into the Nvidia Drive AGX Orin platform to unlock new solutions optimized for autonomous mobility and digital cockpit applications.The latest global developments for Alibaba essentially assuage two critical considerations for prospective customers of its nascent AI offerings – namely, regulatory compliance with the Chinese government, and technological validation. With these two barriers addressed, Alibaba is well-positioned in accessing the global AI TAM. Not only does this solidify its prospects in partaking in AI opportunities overseas, but the recent events corroborate a favorable outlook for Alibaba’s AI strategy at home too. The company essentially serves as a critical gateway for foreign companies like Nvidia, and, potentially Apple, looking to partake in AI opportunities in China. Continued global endorsement for Alibaba’s AI strategy and other offerings represents a key upside catalyst for the stock by structurally diminishing the China risk overhang that has been compressing its valuation multiple recently.Alibaba's Diversified AI PortfolioAlibaba is currently most widely known for its flagship open-sourced Qwen model. But that is not where the company’s AI product roadmap stops.The company currently monetizes primarily from the Bailian AI model repository platform, which offers access to its wide-ranging Tongyi LLMs for developers. The number of paying users on Bailian has grown by more than 200% q/q during the June quarter, highlighting the pervasive adoption of Alibaba’s AI solutions. This is similar to LLM-as-a-service offerings observed in hyperscalers like Amazon Bedrock (AMZN), Azure OpenAI Service (MSFT), and Google Vertex AI, which have been key growth drivers for the cohort’s respective cloud businesses over the past year.In the latest development, Alibaba has also launched more than 100 open-sourced LLMs under “Qwen 2.5.” The repository is optimized by use case, targeting generative AI developments curated for verticals spanning automotive, gaming, science research and others. It also supports over 29 languages, highlighting Alibaba’s ambition to gain relevance in global AI developments.The company’s diversified AI product roadmap is further reinforced by its prescient investments in some of China’s most prominent start-ups in the nascent field. Specifically, Alibaba has been a key investor in Moonshot, Minimax, Zhipu, Baichuan, and 01.AI. They represent five of China’s “Six Little Dragons” – a cohort of key LLM developers that have mostly already received regulatory approval for public rollout.Alibaba’s diverse AI roadmap, spanning both internal and external developments across a wide array of use cases, makes it a suitable choice for varying customer needs. The strategy is particularly attractive for prospective global customers, such as Apple, looking to optimize penetration into a wide array of generative AI use cases, including productivity and healthcare.Alibaba's Deep Reach in Critical End MarketsAs discussed in our previous coverage on Alibaba, its flagship open-sourced Qwen model has become a familiar choice for local developers as well. This has been reinforced by deep Qwen integration into some of China’s most used consumer and enterprise apps. They include Alibaba’s very own Taobao and Tmall shopping app, which boasts over 600 million MAUs, and the DingTalk chat and productivity app most commonly found in enterprise settings (think Microsoft Teams or CRM’s Slack), which now serves more than 600 million users.This is a key reinforcement to the appeal of Qwen for prospective adoption by global players like Apple. Alibaba’s Qwen model effectively shows relevance, familiarity and reach into its prospective customers’ two key end-markets. We believe this reinforces Alibaba’s prospects in replicating the customer appeal and success of dominant AI models in the U.S., such OpenAI’s GPT-x and Google’s Gemini.Valuation ConsiderationsWe believe Alibaba’s widening reach into global opportunities, reinforced by its AI leadership in China, represents a key catalyst for unlocking pent-up valuation gains in the stock from current levels. These developments are expected to structurally diminish Alibaba’s exposure to China risks over time, and accordingly restore the stock’s multiple uplift towards levels closer to its U.S. counterparts. They are also expected to complement recent tailwinds. These include policy and stimulus support from Beijing, Alibaba’s admission into the Stock Connect program in Hong Kong, and generous share buybacks underpinned by an improving fundamental outlook under the company’s new leadership.As a result, we believe the Alibaba stock is likely to keep its gains this time around with incremental upside to come. We are revising our base case price target for the stock to $100 (previously $86) to reflect its gradual detachment from previous multiple compression risks that include regulatory and geopolitical uncertainties.AuthorThe price target is derived from the weighted average of outcomes under both the discounted cash flow (“DCF”) and sum-of-the-parts valuation approach.AuthorUnder the DCF approach, Alibaba yields an estimated intrinsic value of $120 apiece. The analysis considers cash flow projections taken in line with the fundamental forecast discussed in our F1Q25 earnings update for Alibaba. A 3.5% perpetual growth rate is applied to projected FY 2029 EBITDA to determine Alibaba’s terminal value. The assumption applied is consistent with the estimated pace of long-term economic growth in Alibaba’s core Chinese home market, which is an adequate gauge for the company’s steady-state outlook. A 9.7% WACC in line with Alibaba’s capital structure and risk profile is also considered in the analysis.AuthorAuthorUnder the SOTP approach, Alibaba yields an estimated intrinsic value of $87 apiece. The analysis considers peer multiples on a relative basis to growth observed across the Internet, e-commerce, cloud, and logistics sectors.AuthorUpside ScenarioIn the upside scenario, we expect the Alibaba stock to reach $130 apiece. Although it is still a far cry from its historical peak, the upside scenario price is reflective of a structural easing in multiple compression risk factors specific to China big tech.The upside scenario price is derived under the DCF approach. This approach offers a fair presentation of the company’s estimated intrinsic value, in our opinion, without dilution from peer multiples that continue to face elevated exposure to China risks. The analysis considers cash flow projections reflective of a stronger growth profile underpinned by incremental global opportunities, particularly through Alibaba’s AI capabilities. The key valuation assumptions (i.e., 9.7% WACC; 3.5% perpetual growth rate) remain unchanged from the base case.ConclusionDespite previous spouts of upsurge, the Alibaba stock has time and again found itself back in the $80 level recently. We believe this had represented a consistent support level, especially as Alibaba’s fundamental outlook and regulatory backdrop continues to improve.But this time around, the Alibaba stock’s latest rally is expected to showcase greater durability. Specifically, we believe the stock’s recent upsurge, driven primarily by external tailwinds pervasively applicable to the Chinese market, continues to underappreciate Alibaba’s company-specific catalysts discussed in the foregoing analysis.We believe Alibaba’s continued expansion into global opportunities, reinforced by its AI leadership in China, will be supportive of a long-awaited, sustained uplift from current levels. A potential partnership with Apple for its AI strategy in China is something we are keeping an eye out for in the near-term. This is especially with Alibaba being well-positioned for the opportunity given its diverse AI product roadmap and deep market reach in China.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957816664,"gmtCreate":1677154556758,"gmtModify":1677154560298,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957816664","repostId":"2313851137","repostType":2,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000540931,"gmtCreate":1640243139347,"gmtModify":1676533511218,"author":{"id":"4095159210406790","authorId":"4095159210406790","name":"Sandman6624","avatar":"https://static.tigerbbs.com/59819e87e8c88e2f1a94acc3fed823dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095159210406790","authorIdStr":"4095159210406790"},"themes":[],"htmlText":"Yes buy and accumulate now - and then wait 😇","listText":"Yes buy and accumulate now - and then wait 😇","text":"Yes buy and accumulate now - and then wait 😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000540931","repostId":"1184389618","repostType":2,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}