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suthanb4u

suthanb4u

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2023-08-03

Sofi, PYPL and HOOD are poised to be the clear winners on this fintech earnings. Though the price movement for PYPL and HOOD are in the negative territory, I expect them to retrace back the losses swiftly in coming days. $Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ $PayPal(PYPL)$

02-21

$JD-SW(09618)$ My portfolio got wrecked due to JD and NIO. One of the worst period and I dont belive them anymore after 2 failed breakouts !

07-10

I have don't this so many times..... Keep the loosing stock despite it lost more than 50%. As soon as it reached breakeven, sold it for megre gain only to see the stock soar greater after I sold it... Did this with TSLL, ZIM, DDOG, ZS, GOOG, cRM, SE and many more. One of the main reason my portfolio never grows... Pathetic, but trying to improve the game... !!!

2023-03-12

NIO and GOOG are key.!?!

Nasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip

2023-01-16

Hmm.. Its Time to become Warren Buffet...

Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes

2023-01-25

Let it drop down to $210 to buy.!

Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration

2023-07-01

Let's go NIO..... Fly....!

NIO Delivers 10,707 Vehicles in June

2023-01-27

TSLA is king... My only regret is I didn't load up enough at $101....Never mind. Its fine to be here..!

Tesla Surges After Earnings. Here’s What Wall Street Thinks

2022-11-08

Oh...my god... I'm struck with another bad stock in Blink.!!

3 Stocks to Avoid This Week

2023-05-01

Bring it on... We are going to moon..!!

Sorry, the original content has been removed

2023-03-14

Give me a headline inflation 6.4% and core 5.6%.

Today's Inflation Report Could Be Another Headache for the Fed

2023-07-11

Where are you guys coming from? How can seeking alpha publish such fear mongering rubbish?

Sorry, the original content has been removed

2023-01-31

Good to load up at $135 which is fair value for TSLA at the moment...

Tesla: Calm Before The Interest Rate Storm

2022-11-18

One more 75 basis points please, I want to loose and then buy more. 😆

Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On

2022-11-09

Fantastic

Disney, AMC, Affirm, and More: Top Trending Stocks After Hours

2023-04-01

NIO to the moon...!!!!?!?

NIO Delivers 10,378 Vehicles in March 2023

2023-01-04

This list really make you a fool.!!

7 Sensational Stocks That Can Double Your Money in 2023

2022-12-16

Hmm.. Can it crash another 10% today?

Stocks Could Face Another Explosion of Volatility Friday As $4 Trillion of Options Expire in "Quadruple Witching"

Go to Tiger App to see more news

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have don't this so many times..... Keep the loosing stock despite it lost more than 50%. As soon as it reached breakeven, sold it for megre gain only to see the stock soar greater after I sold it... Did this with TSLL, ZIM, DDOG, ZS, GOOG, cRM, SE and many more. One of the main reason my portfolio never grows... Pathetic, but trying to improve the game... !!!","listText":"I have don't this so many times..... Keep the loosing stock despite it lost more than 50%. As soon as it reached breakeven, sold it for megre gain only to see the stock soar greater after I sold it... Did this with TSLL, ZIM, DDOG, ZS, GOOG, cRM, SE and many more. One of the main reason my portfolio never grows... Pathetic, but trying to improve the game... !!!","text":"I have don't this so many times..... Keep the loosing stock despite it lost more than 50%. As soon as it reached breakeven, sold it for megre gain only to see the stock soar greater after I sold it... Did this with TSLL, ZIM, DDOG, ZS, GOOG, cRM, SE and many more. One of the main reason my portfolio never grows... Pathetic, but trying to improve the game... !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/325797513527440","isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276282783432864,"gmtCreate":1708482146115,"gmtModify":1708482148906,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; My portfolio got&nbsp;wrecked due to JD and NIO. One of the worst period and I dont belive them anymore after 2 failed breakouts !","listText":"<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; My portfolio got&nbsp;wrecked due to JD and NIO. One of the worst period and I dont belive them anymore after 2 failed breakouts !","text":"$JD-SW(09618)$ My portfolio got wrecked due to JD and NIO. One of the worst period and I dont belive them anymore after 2 failed breakouts !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/276282783432864","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252473343955104,"gmtCreate":1702649880893,"gmtModify":1702649885400,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Another person who is short $NIO. Such a fearmongers. Wait till you guys get wrecked. !","listText":"Another person who is short $NIO. Such a fearmongers. Wait till you guys get wrecked. !","text":"Another person who is short $NIO. Such a fearmongers. Wait till you guys get wrecked. !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252473343955104","repostId":"2391671306","repostType":2,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251529976291616,"gmtCreate":1702445916337,"gmtModify":1702445920752,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"It will shoot to moon in 3Q2024. Till then it will be range bound to max $100.","listText":"It will shoot to moon in 3Q2024. Till then it will be range bound to max $100.","text":"It will shoot to moon in 3Q2024. Till then it will be range bound to max $100.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/251529976291616","repostId":"2390328462","repostType":2,"repost":{"id":"2390328462","pubTimestamp":1702444980,"share":"https://ttm.financial/m/news/2390328462?lang=&edition=fundamental","pubTime":"2023-12-13 13:23","market":"us","language":"en","title":"Alibaba: Gets Even Cheaper","url":"https://stock-news.laohu8.com/highlight/detail?id=2390328462","media":"Seeking Alpha","summary":"Alibaba's e-commerce growth rate is expected to accelerate over the next five years, driven by improved consumer sentiment and successful initiatives.The adoption of a new organizational structure is ","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s e-commerce growth rate is expected to accelerate over the next five years, driven by improved consumer sentiment and successful initiatives.</p></li><li><p>The adoption of a new organizational structure is anticipated to enhance revenue growth and shareholder value.</p></li><li><p>Despite challenges, Alibaba Cloud remains resilient and is focused on AI and technology leadership for continued growth.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05c301bd9ad9b4dcaa33bb7d6bf6f4fc\" alt=\"David Ramos\" title=\"David Ramos\" tg-width=\"750\" tg-height=\"500\"/><span>David Ramos</span></p><p>In my recent article titled Alibaba: New Structure To Increase Shareholder Value, I explored the transformative changes within Alibaba Group Holdings Limited (NYSE:BABA) and their potential impact on shareholder value. In the last article, I concluded:</p><p>E-Commerce Growth Rate Acceleration: Despite facing challenges such as Covid-19 lockdowns, macro headwinds, competition, and increased regulation, Alibaba has maintained its position as a leading player in the Chinese retail e-commerce industry. Recent double-digit revenue growth in the Taobao and Tmall group is expected to be sustained over the next five years. Factors contributing to this growth include improved consumer sentiment, enhanced user behavior on Taobao and Tmall, and the success of value-for-money initiatives like Taobao deals. The company&#39;s adaptability was evident in Q2 2023, where revenue dramatically accelerated by 12%, showcasing its resilience and ability to navigate a competitive landscape.</p><p>New Structure: Alibaba&#39;s adoption of the &#34;1+6+N&#34; organizational structure is anticipated to accelerate revenue growth and enhance capital returns. The newfound flexibility granted to individual business leaders enables faster decision-making and strategic autonomy. This, coupled with the ability to raise capital independently, is expected to fuel growth. The improved incentives, including IPOs and external capital raises for each business, align with shareholder interests and foster a focus on increasing the market value of the business. The creation of a Capital Management Committee signals an ongoing commitment to consistent share buybacks, presenting a positive outlook for capital returns.</p><p>Cloud: Despite a temporary slowdown in growth rate, Alibaba Cloud has demonstrated resilience and maintained an average annual sales growth of 58% since 2014. The shift towards digitization in the Chinese economy presents a substantial growth opportunity for the cloud segment. Competitive advantages, including a comprehensive product offering and cost advantages from proprietary technologies, position Alibaba Cloud favorably. The company&#39;s focus on forming a full-stack product and technology leadership, especially in artificial intelligence, sets it apart from competitors. The recent leadership changes in the cloud unit, with Eddie Wu taking charge, signal a strategic shift towards AI and continued growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e4cfb00ff332146bfe575eb150ca934\" alt=\"Alibaba historical valuation (Seeking Alpha)\" title=\"Alibaba historical valuation (Seeking Alpha)\" tg-width=\"640\" tg-height=\"211\"/><span>Alibaba historical valuation (Seeking Alpha)</span></p><p>Alibaba is trading at its cheapest valuation, which I believe presents an attractive investment opportunity. The anticipated acceleration in e-commerce growth driven by a recovery of the Chinese economy, the implementation of a new corporate structure, and growth drivers including; Cainiao, AIDC and Alibaba Cloud contribute to the positive outlook. While risks, including competition and leadership changes, are acknowledged, the valuation provides a compelling risk/reward ratio for the company.</p><h2 id=\"id_3824073607\">Q3 update</h2><p>Alibaba Group delivered a strong performance in Q3 2023, reporting a revenue of RMB 224,790 million (US$30,810 million), marking a 9% YoY increase. Earnings per share (EPS) saw positive trends, with diluted earnings per ADS at RMB 10.77 (US$1.48), and non-GAAP diluted earnings per ADS increasing by 21% YoY to RMB 15.63 (US$2.14). Additionally, free cash flow surged by 27% YoY to RMB 45,220 million (US$6,198 million), highlighting Alibaba&#39;s financial resilience and operational efficiency. These results signify Alibaba&#39;s continued strength in the global market.</p><h2 id=\"id_3231516844\">Cloud Troubles</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef42c798cd738c2ea37f2bbf5c685777\" alt=\"Alibaba cloud quarterly revenue growth (Stratosphere.io)\" title=\"Alibaba cloud quarterly revenue growth (Stratosphere.io)\" tg-width=\"640\" tg-height=\"255\"/><span>Alibaba cloud quarterly revenue growth (Stratosphere.io)</span></p><p>The biggest negative in the quarter came from Alibaba Cloud. Alibaba Cloud&#39;s financial development reveals a mixed picture, characterised by slow revenue growth despite significant growth potential in the cloud computing industry. In Q3 2023, Alibaba Cloud&#39;s revenue was RMB27,648 million (US$3,789 million), a 2% increase compared to RMB27,035 million in the same quarter of 2022. Year-over-year revenue growth was mainly driven by Alibaba-consolidated businesses, while revenue excluding Alibaba-consolidated businesses slightly decreased year-over-year. This decrease was primarily due to the company&#39;s continued effort to improve revenue quality by reducing the revenue from project-based contracts with low margins. However, this decrease was mostly offset by the increase in revenue from public cloud products and services.</p><p>Despite the slow revenue growth, it&#39;s important to note that Alibaba Cloud has undertaken strategic initiatives to make computing more accessible and affordable. In Q1 2023, the company announced a new instance family providing stability and up to 40% cost savings, coupled with reductions in prices for core utility products by up to 50%. These moves are aimed at increasing public cloud adoption in China and leveraging AI technology for enterprises, indicating a forward-looking approach to market penetration. These actions have likely created a short-term headwind to revenue growth until Q1 2024 when the actions will be lapped.</p><p>Notably, the company highlights a strong demand for model training and AI services on cloud infrastructure, driven by the global surge of interest in artificial intelligence. Alibaba Cloud acknowledges near-term supply chain constraints but remains optimistic about the growth opportunities presented by AI services, considering it the beginning of a new era. The company emphasizes continued investments in forming a full-stack product and technology leadership across Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Model as a Service (MaaS) layers, differentiating itself from competitors in China.</p><p>The company recently showcased the upgraded version (2.0) of Alibaba&#39;s large language model, Tongyi Qianwen, with enhanced capabilities in understanding complex instructions, reasoning, memorization, and reducing hallucination. Eight vertical models tailored for specific industries, including finance and gaming, were introduced, along with functionalities like code generation and customer support.</p><p>Alibaba Cloud has fostered one of China&#39;s largest open-source AI developer communities, ModelScope, attracting over 2.8 million developers and accumulating 100 million model downloads. The company plans to contribute open-source versions of Tongyi Qianwen models to ModelScope, emphasizing collaborative AI development.</p><p>In terms of financial performance, Alibaba Cloud&#39;s adjusted EBITA experienced a robust year-over-year growth of 44%, reaching RMB1,409 million (US$193 million) in Q3 2023, compared to RMB981 million in the same quarter of 2022. This growth was attributed to improving product mix and operating efficiency. However, it&#39;s crucial to recognize that while income continues to grow faster than revenue, signaling operational efficiency and success in shifting its focus to more profitable contracts, this may not be sustainable in the long term. Alibaba Cloud acknowledges the need to achieve economies of scale for long-term operating benefits and profitability.</p><p>The departure of Cloud Head Daniel Zhang and the cancellation of the highly-anticipated IPO in Q3 raise questions about the strategic direction and challenges faced by Alibaba Cloud. The decision not to proceed with a full spin-off indicates a focus on developing a sustainable growth model for Cloud Intelligence Group amid uncertainties created by expanded U.S. export control rules on advanced computing chips. The overhaul of Alibaba Cloud&#39;s leadership, bringing in veterans to new positions, underscores the company&#39;s determination to tap into the booming artificial intelligence market.</p><p>In conclusion, while Alibaba Cloud faces challenges such as slow revenue growth and uncertainties in the regulatory landscape, the company remains proactive in addressing market dynamics, investing in technological leadership, and optimizing its operations. The implications of the CEO leaving and the canceled IPO suggest a period of strategic reassessment and potential restructuring as Alibaba Cloud navigates the evolving cloud computing landscape in China, despite this, Alibaba has maintained its strong market share suggesting the industry is dealing with slower growth, suggesting the problems are not solely with Alibaba.</p><h2 id=\"id_671541782\">Improved shareholder returns</h2><p>In March 2023, Alibaba Group announced a significant shift in its capital allocation strategy, adopting a &#34;1+6+N&#34; governance structure. This new structure aimed to enhance operational autonomy for individual business segments, improve shareholder returns, and promote the inception of innovative new businesses.</p><p>Under the new structure, Alibaba Group is now the holding company, overseeing six primary business segments: Cloud Intelligence, Taobao and Tmall, Local Services, Alibaba International Digital Commerce Group (AIDC), Cainiao Smart Logistics Network, and Digital Media and Entertainment. Each of these business segments has the flexibility to raise external capital and pursue its own initial public offering (IPO), except for Taobao Tmall Business Group, which remains wholly owned by Alibaba.</p><p>Alibaba&#39;s capital allocation philosophy is based on three key principles:</p><p><strong>1. Invest in technology &amp; innovation for growth.</strong> Alibaba will continue to invest heavily in research and development in order to maintain its competitive edge in the cloud computing and e-commerce industries.</p><p><strong>2. Reduce total shares outstanding to achieve accretive EPS.</strong> Alibaba will repurchase shares and pursue share buyback programs in order to reduce the number of shares outstanding and increase earnings per share (EPS).</p><p><strong>3. Reward long-term shareholders via an annual dividend.</strong> Alibaba will pay out a regular dividend to its shareholders in order to reward them for their investments in the company.</p><p>In Q3 2023, Alibaba took a number of actions to implement its new capital allocation strategy. These actions included:</p><p>First, Providing funding to AIDC Group for its expansion plans. Alibaba provided AIDC Group with US$1.7 billion in funding to support its expansion plans. This funding will help AIDC Group to grow its business and reach new markets.</p><p>Secondly, Repurchasing shares. Alibaba repurchased approximately 18.6 million ADSs (the equivalent of 148.4 million ordinary shares) for approximately US$1.7 billion under its share repurchase program. This repurchase of shares reduced the number of shares outstanding by 138.9 million ordinary shares (the equivalent of approximately 17.4 million ADSs) from last quarter.</p><p>Third, Announcing an annual cash dividend for fiscal year 2023. Alibaba&#39;s board of directors has approved an annual cash dividend for fiscal year 2023 in the amount of US$0.125 per ordinary share or US$1.00 per ADS. This dividend will be paid to holders of ordinary shares and holders of ADSs as of the close of business on December 21, 2023. Although I&#39;d rather see an increase in the buyback, I still consider a dividend the second best use of capital. I believe the dividend will also help alleviate some fears of shareholder ownership through VIE structure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac9ee4e5769c3ae2ccd423baa014b668\" alt=\"Alibaba annual ROCE (Stratosphere.io)\" title=\"Alibaba annual ROCE (Stratosphere.io)\" tg-width=\"640\" tg-height=\"254\"/><span>Alibaba annual ROCE (Stratosphere.io)</span></p><p>The new capital allocation strategy appears to be having a positive impact on Alibaba&#39;s return on capital employed (ROCE). ROCE is a measure of how efficiently a company generates profits from its assets. In Q3 2023, Alibaba&#39;s ROCE was 9.5%, up from 6.7% in Q1 2021. This increase in ROCE is due to a number of factors, including the company&#39;s strong revenue growth, its focus on efficiency, and its improved working capital management.</p><h2 id=\"id_1282210633\">Conclusion</h2><p>In conclusion, the investment landscape for Alibaba presents a compelling bullish case despite the increasing competition in the Chinese e-commerce sector from PDD Holdings (PDD) and live-streaming companies, such as ByteDance. The resilience of this segment, outperforming key rival JD.com, underscores the enduring strength of Alibaba&#39;s market position.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58adc666f0fbe7440420736c37d91758\" alt=\"Quarterly revenue growth - BABA, JD, PDD (Stratosphere.io)\" title=\"Quarterly revenue growth - BABA, JD, PDD (Stratosphere.io)\" tg-width=\"640\" tg-height=\"263\"/><span>Quarterly revenue growth - BABA, JD, PDD (Stratosphere.io)</span></p><p>While the cloud segment has faced challenges with slow growth and high management turnover, the recent appointment of veteran leaders instills confidence that Alibaba is poised to capitalize on the substantial growth opportunity in this space.</p><p>Notably, Alibaba&#39;s bets on Cainiao, international commerce, and various smaller ventures are paying off, contributing to robust revenue growth. The company&#39;s commitment to efficiency, enhanced shareholder returns, and a focus on innovation further positions Alibaba for long-term success.</p><p>despite strong fundamental performance, Alibaba&#39;s stock is currently at the lowest valuation in its history, presenting an opportune entry point for investors. This valuation, coupled with the company&#39;s solid fundamentals and strategic initiatives, sets the stage for potential outsized returns in the future.</p><p>In light of these factors, Alibaba emerges as an attractive investment choice, well-positioned to navigate challenges, capitalize on growth opportunities, and ultimately reward investors with sustained long-term value.</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: Gets Even Cheaper</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\">\nAlibaba: Gets Even Cheaper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-13 13:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4657410-alibaba-gets-even-cheaper><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's e-commerce growth rate is expected to accelerate over the next five years, driven by improved consumer sentiment and successful initiatives.The adoption of a new organizational structure is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4657410-alibaba-gets-even-cheaper\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4122":"互联网与直销零售","LU0140636845.USD":"施罗德大中华区股票A Acc","BABA":"阿里巴巴","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","09988":"阿里巴巴-W","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4554":"元宇宙及AR概念","BK4565":"NFT概念","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK4553":"喜马拉雅资本持仓","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4531":"中概回港概念","BK4558":"双十一","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4575":"芯片概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4535":"淡马锡持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4538":"云计算","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H"},"source_url":"https://seekingalpha.com/article/4657410-alibaba-gets-even-cheaper","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2390328462","content_text":"Alibaba's e-commerce growth rate is expected to accelerate over the next five years, driven by improved consumer sentiment and successful initiatives.The adoption of a new organizational structure is anticipated to enhance revenue growth and shareholder value.Despite challenges, Alibaba Cloud remains resilient and is focused on AI and technology leadership for continued growth.David RamosIn my recent article titled Alibaba: New Structure To Increase Shareholder Value, I explored the transformative changes within Alibaba Group Holdings Limited (NYSE:BABA) and their potential impact on shareholder value. In the last article, I concluded:E-Commerce Growth Rate Acceleration: Despite facing challenges such as Covid-19 lockdowns, macro headwinds, competition, and increased regulation, Alibaba has maintained its position as a leading player in the Chinese retail e-commerce industry. Recent double-digit revenue growth in the Taobao and Tmall group is expected to be sustained over the next five years. Factors contributing to this growth include improved consumer sentiment, enhanced user behavior on Taobao and Tmall, and the success of value-for-money initiatives like Taobao deals. The company's adaptability was evident in Q2 2023, where revenue dramatically accelerated by 12%, showcasing its resilience and ability to navigate a competitive landscape.New Structure: Alibaba's adoption of the \"1+6+N\" organizational structure is anticipated to accelerate revenue growth and enhance capital returns. The newfound flexibility granted to individual business leaders enables faster decision-making and strategic autonomy. This, coupled with the ability to raise capital independently, is expected to fuel growth. The improved incentives, including IPOs and external capital raises for each business, align with shareholder interests and foster a focus on increasing the market value of the business. The creation of a Capital Management Committee signals an ongoing commitment to consistent share buybacks, presenting a positive outlook for capital returns.Cloud: Despite a temporary slowdown in growth rate, Alibaba Cloud has demonstrated resilience and maintained an average annual sales growth of 58% since 2014. The shift towards digitization in the Chinese economy presents a substantial growth opportunity for the cloud segment. Competitive advantages, including a comprehensive product offering and cost advantages from proprietary technologies, position Alibaba Cloud favorably. The company's focus on forming a full-stack product and technology leadership, especially in artificial intelligence, sets it apart from competitors. The recent leadership changes in the cloud unit, with Eddie Wu taking charge, signal a strategic shift towards AI and continued growth.Alibaba historical valuation (Seeking Alpha)Alibaba is trading at its cheapest valuation, which I believe presents an attractive investment opportunity. The anticipated acceleration in e-commerce growth driven by a recovery of the Chinese economy, the implementation of a new corporate structure, and growth drivers including; Cainiao, AIDC and Alibaba Cloud contribute to the positive outlook. While risks, including competition and leadership changes, are acknowledged, the valuation provides a compelling risk/reward ratio for the company.Q3 updateAlibaba Group delivered a strong performance in Q3 2023, reporting a revenue of RMB 224,790 million (US$30,810 million), marking a 9% YoY increase. Earnings per share (EPS) saw positive trends, with diluted earnings per ADS at RMB 10.77 (US$1.48), and non-GAAP diluted earnings per ADS increasing by 21% YoY to RMB 15.63 (US$2.14). Additionally, free cash flow surged by 27% YoY to RMB 45,220 million (US$6,198 million), highlighting Alibaba's financial resilience and operational efficiency. These results signify Alibaba's continued strength in the global market.Cloud TroublesAlibaba cloud quarterly revenue growth (Stratosphere.io)The biggest negative in the quarter came from Alibaba Cloud. Alibaba Cloud's financial development reveals a mixed picture, characterised by slow revenue growth despite significant growth potential in the cloud computing industry. In Q3 2023, Alibaba Cloud's revenue was RMB27,648 million (US$3,789 million), a 2% increase compared to RMB27,035 million in the same quarter of 2022. Year-over-year revenue growth was mainly driven by Alibaba-consolidated businesses, while revenue excluding Alibaba-consolidated businesses slightly decreased year-over-year. This decrease was primarily due to the company's continued effort to improve revenue quality by reducing the revenue from project-based contracts with low margins. However, this decrease was mostly offset by the increase in revenue from public cloud products and services.Despite the slow revenue growth, it's important to note that Alibaba Cloud has undertaken strategic initiatives to make computing more accessible and affordable. In Q1 2023, the company announced a new instance family providing stability and up to 40% cost savings, coupled with reductions in prices for core utility products by up to 50%. These moves are aimed at increasing public cloud adoption in China and leveraging AI technology for enterprises, indicating a forward-looking approach to market penetration. These actions have likely created a short-term headwind to revenue growth until Q1 2024 when the actions will be lapped.Notably, the company highlights a strong demand for model training and AI services on cloud infrastructure, driven by the global surge of interest in artificial intelligence. Alibaba Cloud acknowledges near-term supply chain constraints but remains optimistic about the growth opportunities presented by AI services, considering it the beginning of a new era. The company emphasizes continued investments in forming a full-stack product and technology leadership across Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Model as a Service (MaaS) layers, differentiating itself from competitors in China.The company recently showcased the upgraded version (2.0) of Alibaba's large language model, Tongyi Qianwen, with enhanced capabilities in understanding complex instructions, reasoning, memorization, and reducing hallucination. Eight vertical models tailored for specific industries, including finance and gaming, were introduced, along with functionalities like code generation and customer support.Alibaba Cloud has fostered one of China's largest open-source AI developer communities, ModelScope, attracting over 2.8 million developers and accumulating 100 million model downloads. The company plans to contribute open-source versions of Tongyi Qianwen models to ModelScope, emphasizing collaborative AI development.In terms of financial performance, Alibaba Cloud's adjusted EBITA experienced a robust year-over-year growth of 44%, reaching RMB1,409 million (US$193 million) in Q3 2023, compared to RMB981 million in the same quarter of 2022. This growth was attributed to improving product mix and operating efficiency. However, it's crucial to recognize that while income continues to grow faster than revenue, signaling operational efficiency and success in shifting its focus to more profitable contracts, this may not be sustainable in the long term. Alibaba Cloud acknowledges the need to achieve economies of scale for long-term operating benefits and profitability.The departure of Cloud Head Daniel Zhang and the cancellation of the highly-anticipated IPO in Q3 raise questions about the strategic direction and challenges faced by Alibaba Cloud. The decision not to proceed with a full spin-off indicates a focus on developing a sustainable growth model for Cloud Intelligence Group amid uncertainties created by expanded U.S. export control rules on advanced computing chips. The overhaul of Alibaba Cloud's leadership, bringing in veterans to new positions, underscores the company's determination to tap into the booming artificial intelligence market.In conclusion, while Alibaba Cloud faces challenges such as slow revenue growth and uncertainties in the regulatory landscape, the company remains proactive in addressing market dynamics, investing in technological leadership, and optimizing its operations. The implications of the CEO leaving and the canceled IPO suggest a period of strategic reassessment and potential restructuring as Alibaba Cloud navigates the evolving cloud computing landscape in China, despite this, Alibaba has maintained its strong market share suggesting the industry is dealing with slower growth, suggesting the problems are not solely with Alibaba.Improved shareholder returnsIn March 2023, Alibaba Group announced a significant shift in its capital allocation strategy, adopting a \"1+6+N\" governance structure. This new structure aimed to enhance operational autonomy for individual business segments, improve shareholder returns, and promote the inception of innovative new businesses.Under the new structure, Alibaba Group is now the holding company, overseeing six primary business segments: Cloud Intelligence, Taobao and Tmall, Local Services, Alibaba International Digital Commerce Group (AIDC), Cainiao Smart Logistics Network, and Digital Media and Entertainment. Each of these business segments has the flexibility to raise external capital and pursue its own initial public offering (IPO), except for Taobao Tmall Business Group, which remains wholly owned by Alibaba.Alibaba's capital allocation philosophy is based on three key principles:1. Invest in technology & innovation for growth. Alibaba will continue to invest heavily in research and development in order to maintain its competitive edge in the cloud computing and e-commerce industries.2. Reduce total shares outstanding to achieve accretive EPS. Alibaba will repurchase shares and pursue share buyback programs in order to reduce the number of shares outstanding and increase earnings per share (EPS).3. Reward long-term shareholders via an annual dividend. Alibaba will pay out a regular dividend to its shareholders in order to reward them for their investments in the company.In Q3 2023, Alibaba took a number of actions to implement its new capital allocation strategy. These actions included:First, Providing funding to AIDC Group for its expansion plans. Alibaba provided AIDC Group with US$1.7 billion in funding to support its expansion plans. This funding will help AIDC Group to grow its business and reach new markets.Secondly, Repurchasing shares. Alibaba repurchased approximately 18.6 million ADSs (the equivalent of 148.4 million ordinary shares) for approximately US$1.7 billion under its share repurchase program. This repurchase of shares reduced the number of shares outstanding by 138.9 million ordinary shares (the equivalent of approximately 17.4 million ADSs) from last quarter.Third, Announcing an annual cash dividend for fiscal year 2023. Alibaba's board of directors has approved an annual cash dividend for fiscal year 2023 in the amount of US$0.125 per ordinary share or US$1.00 per ADS. This dividend will be paid to holders of ordinary shares and holders of ADSs as of the close of business on December 21, 2023. Although I'd rather see an increase in the buyback, I still consider a dividend the second best use of capital. I believe the dividend will also help alleviate some fears of shareholder ownership through VIE structure.Alibaba annual ROCE (Stratosphere.io)The new capital allocation strategy appears to be having a positive impact on Alibaba's return on capital employed (ROCE). ROCE is a measure of how efficiently a company generates profits from its assets. In Q3 2023, Alibaba's ROCE was 9.5%, up from 6.7% in Q1 2021. This increase in ROCE is due to a number of factors, including the company's strong revenue growth, its focus on efficiency, and its improved working capital management.ConclusionIn conclusion, the investment landscape for Alibaba presents a compelling bullish case despite the increasing competition in the Chinese e-commerce sector from PDD Holdings (PDD) and live-streaming companies, such as ByteDance. The resilience of this segment, outperforming key rival JD.com, underscores the enduring strength of Alibaba's market position.Quarterly revenue growth - BABA, JD, PDD (Stratosphere.io)While the cloud segment has faced challenges with slow growth and high management turnover, the recent appointment of veteran leaders instills confidence that Alibaba is poised to capitalize on the substantial growth opportunity in this space.Notably, Alibaba's bets on Cainiao, international commerce, and various smaller ventures are paying off, contributing to robust revenue growth. The company's commitment to efficiency, enhanced shareholder returns, and a focus on innovation further positions Alibaba for long-term success.despite strong fundamental performance, Alibaba's stock is currently at the lowest valuation in its history, presenting an opportune entry point for investors. This valuation, coupled with the company's solid fundamentals and strategic initiatives, sets the stage for potential outsized returns in the future.In light of these factors, Alibaba emerges as an attractive investment choice, well-positioned to navigate challenges, capitalize on growth opportunities, and ultimately reward investors with sustained long-term value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251001475035416,"gmtCreate":1702287990729,"gmtModify":1702287994748,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Nothing seems to work for BABA and JD. My portfolio is destroyed by these two giants. !!!!","listText":"Nothing seems to work for BABA and JD. My portfolio is destroyed by these two giants. !!!!","text":"Nothing seems to work for BABA and JD. My portfolio is destroyed by these two giants. !!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/251001475035416","repostId":"2390038948","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Same... Time to move on... It remains book losses if u dun encash","text":"Same... Time to move on... It remains book losses if u dun encash","html":"Same... Time to move on... It remains book losses if u dun encash"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249864462102576,"gmtCreate":1702021160164,"gmtModify":1702021164695,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Let's gooooool.....!","listText":"Let's gooooool.....!","text":"Let's gooooool.....!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249864462102576","repostId":"2389023373","repostType":2,"repost":{"id":"2389023373","pubTimestamp":1702019729,"share":"https://ttm.financial/m/news/2389023373?lang=&edition=fundamental","pubTime":"2023-12-08 15:15","market":"hk","language":"en","title":"Alibaba Stock Is Too Cheap To Stay Away (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2389023373","media":"Seekingalpha","summary":"Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%.Despite strong quarterly performance, the stock price declined due to disappointment over th","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%.</p></li><li><p>Despite strong quarterly performance, the stock price declined due to disappointment over the cancellation of restructuring plans.</p></li><li><p>Alibaba is well-positioned in the e-commerce, cloud computing, and AI sectors, with positive earnings expectations and growth potential.</p></li></ul><h2 id=\"id_4006473744\">Investment thesis</h2><p>My previous bearish thesis about Alibaba (NYSE: BABA) aged well, as the stock tanked by almost 17% since mid-September. While I understand that the risks of investing in Chinese stocks in general and in Alibaba are inherently risky due to massive political risks and headwinds in the macro economy, I believe the stock is too cheap at the moment. In my opinion, the sell-off after the cancellation of the restructuring plans was the market&#39;s overreaction. My valuation analysis under very conservative assumptions suggests that the stock is more than 60% undervalued. From a fundamental perspective, Alibaba is a high-quality business that is well-positioned to absorb multiple positive tailwinds. Overall, I believe the current stock price provides a good investing opportunity and I assign BABA a &#34;Strong Buy&#34; rating.</p><h2 id=\"id_1505036418\">Recent developments</h2><p>BABA released its latest quarterly earnings on November 16, when the company topped consensus estimates. Revenue increased by 7.2% YoY, and the adjusted EPS expanded notably. The EPS strength was ensured by robust operating leverage as the operating margin expanded YoY from 12.13% to 14.94%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c941106fe94c77d125c689ab584022e2\" tg-width=\"579\" tg-height=\"205\"/></p><p>Seeking Alpha</p><p>The strong operating performance allowed BABA to generate $5.8 billion in levered free cash flow [FCF], and the company continued to improve its balance sheet. As of the latest reporting date, Alibaba had almost $79 billion in outstanding cash, around three times higher than the total debt. Liquidity metrics are also stellar. Alibaba&#39;s fortress financial position makes the company well-positioned to fuel growth and innovation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a284e43be3c40ffea44281297823c943\" tg-width=\"417\" tg-height=\"426\"/></p><p>Seeking Alpha</p><p>Despite delivering strong quarterly performance, the stock price declined by more than ten percent in one day after the earnings release went live. The reason for investors&#39; disappointment is after the announcement that the company&#39;s plans to spin out BABA&#39;s cloud computing division were canceled. The plans to restructure the business were shared by Alibaba in March 2023, and it met a lot of optimism from investors as it was expected that the cloud-business spin-off would help it to be more flexible in the constantly evolving environment. I think this was the market&#39;s overreaction as the stock price dipped below the early March 2023 levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dad1eecc9e4d1bd36921102a673713ac\" tg-width=\"640\" tg-height=\"285\"/></p><p>Seeking Alpha</p><p>The earnings release for the upcoming quarter is scheduled for February 22, 2024. Quarterly revenue is expected by consensus at $37.74 billion, which indicates a 5% YoY increase. The adjusted EPS is expected to stay flat at $2.79.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b1c84ab0a8327ce0efd0f7d27e2a3e2\" tg-width=\"585\" tg-height=\"212\"/></p><p>Seeking Alpha</p><p>For the full fiscal 2024, consensus estimates forecast an 8.6% YoY growth, which is solid. Profitability is also poised to expand by 17% YoY, another bullish sign. I think that positive earnings expectations are fair, given that the company is well-exposed to several of the hottest technological shifts, like e-commerce, cloud computing, and artificial intelligence [AI]. According to statista.com, the Chinese e-commerce market is expected to compound at 10% annually over the next five years, which is a solid tailwind for Alibaba&#39;s core business.</p><p>Alibaba is well behind the American technological hyper scalers in the cloud infrastructure global market share, but 4% of the global market is still a substantial share of the big pie. Being by far the leading cloud company outside the U.S. makes Alibaba well-exposed to capitalize on the 13% cloud market CAGR up to 2030.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/addea684b36d8d6b4a589c7812cde5a4\" tg-width=\"640\" tg-height=\"374\"/></p><p>statista.com</p><p>Having vast amounts of data accumulated by Alibaba&#39;s diversified set of businesses also makes the company well-positioned in the AI and machine learning [ML] fields. For example, data from e-commerce transactions can provide insights into consumer preferences and market dynamics, while financial data can be leveraged for risk analysis and fraud detection. This multifaceted dataset creates a holistic view of various aspects of business and consumer activities.</p><h2 id=\"id_3388908284\">BABA stock valuation</h2><p>BABA tanked by 21% year-to-date, underperforming both the broader U.S. stock market and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> MSCI China ETF (MCHI). Seeking Alpha Quant assigns Alibaba&#39;s stock a high &#34;B+&#34; valuation grade because the ratios are significantly lower than historical averages and the sector median. From the valuation multiples perspective, BABA looks substantially undervalued.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252c809541cb9a974deb377961429bd1\" tg-width=\"640\" tg-height=\"500\"/></p><p>Seeking Alpha</p><p>I want to proceed with the discounted cash flow [DCF] simulation. I use a high 15% WACC due to inherently high political and geopolitical risks for all Chinese public companies listed in the U.S. I use a very conservative assumption that the FCF margin will be flat at 10.8%, which is the current TTM level. I have revenue consensus estimates available up to FY 2029 and forecast a 5% CAGR for the years beyond. As a result of the combination of consensus estimates and my long-term revenue growth projection, the revenue CAGR for the next decade is 6.2%, which is very conservative.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe9842c502663c20e1355a0136213a8\" tg-width=\"640\" tg-height=\"250\"/></p><p>Author&#39;s calculations</p><p>According to my DCF simulation, the business&#39;s fair value is approximately $310 billion. This is 64% higher than the current market cap, indicating a massive upside potential. That said, my target price for BABA is $120.</p><h2 id=\"id_1318581181\">Risks of investing in BABA stock</h2><p>As my analysis suggests, the current Alibaba&#39;s stock price is far from underlying fundamentals, which keep improving. It is well-known that investors&#39; sentiment prevails over fundamentals in the short-term perspective. However, Alibaba&#39;s stock price seems to be in a secular decline because it has been falling for over three years with temporary short-term bounces. Investor&#39;s fears started when the company&#39;s iconic founder, Jack Ma, suddenly disappeared in late 2020 after publicly criticizing the Chinese government. Subsequently, the company underwent multiple restructurings due to regulatory interventions by the Chinese government. I believe these events contribute significantly to the persistently negative sentiment among investors towards BABA. That said, there is a high level of uncertainty regarding the timing of the sentiment pivot towards Alibaba stock.</p><p>Uncertainties regarding the Chinese economy are also a substantial risk for one of its largest companies. The real estate sector, a cornerstone of any economy, is in a &#34;slow-motion&#34; crisis. The real estate boom was one of the main drivers that fueled the Chinese economic miracle, and difficulties in the sector apparently weighed on the broader economy&#39;s growth. Apart from this, let us also not underestimate the potential adverse effect on the economy of the demographic shifts. That said, despite having strong secular technological tailwinds, Alibaba also faces macro headwinds.</p><h2 id=\"id_887506278\">Bottom line</h2><p>To conclude, Alibaba is a &#34;Strong Buy&#34; at the current stock price level. The risks of investing in BABA are substantial, but I believe the upside potential far outweighs all the uncertainties. The company is fundamentally strong, and its balance sheet positions Alibaba strategically to continue investing in growth and innovation. I agree with bright consensus revenue and EPS forecasts as the company is well exposed to the hottest technological trends within industries expected to compound double digits in the next decade.</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 Stock Is Too Cheap To Stay Away (Rating Upgrade)</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\">\nAlibaba Stock Is Too Cheap To Stay Away (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-08 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4656521-alibaba-stock-is-too-cheap-to-stay-away-ratings-upgrade><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%.Despite strong quarterly performance, the stock price declined due to disappointment over ...</p>\n\n<a href=\"https://seekingalpha.com/article/4656521-alibaba-stock-is-too-cheap-to-stay-away-ratings-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4531":"中概回港概念","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4575":"芯片概念","BK4558":"双十一","BK4587":"ChatGPT概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4220":"综合零售","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4527":"明星科技股","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4538":"云计算","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4588":"碎股","BK4526":"热门中概股","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU0918141887.USD":"安联亚洲实际收益股票基金","09988":"阿里巴巴-W","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4505":"高瓴资本持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4504":"桥水持仓","BK4581":"高盛持仓","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4548":"巴美列捷福持仓","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4565":"NFT概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4656521-alibaba-stock-is-too-cheap-to-stay-away-ratings-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2389023373","content_text":"Alibaba stock is undervalued and presents a good investing opportunity, with a potential upside of over 60%.Despite strong quarterly performance, the stock price declined due to disappointment over the cancellation of restructuring plans.Alibaba is well-positioned in the e-commerce, cloud computing, and AI sectors, with positive earnings expectations and growth potential.Investment thesisMy previous bearish thesis about Alibaba (NYSE: BABA) aged well, as the stock tanked by almost 17% since mid-September. While I understand that the risks of investing in Chinese stocks in general and in Alibaba are inherently risky due to massive political risks and headwinds in the macro economy, I believe the stock is too cheap at the moment. In my opinion, the sell-off after the cancellation of the restructuring plans was the market's overreaction. My valuation analysis under very conservative assumptions suggests that the stock is more than 60% undervalued. From a fundamental perspective, Alibaba is a high-quality business that is well-positioned to absorb multiple positive tailwinds. Overall, I believe the current stock price provides a good investing opportunity and I assign BABA a \"Strong Buy\" rating.Recent developmentsBABA released its latest quarterly earnings on November 16, when the company topped consensus estimates. Revenue increased by 7.2% YoY, and the adjusted EPS expanded notably. The EPS strength was ensured by robust operating leverage as the operating margin expanded YoY from 12.13% to 14.94%.Seeking AlphaThe strong operating performance allowed BABA to generate $5.8 billion in levered free cash flow [FCF], and the company continued to improve its balance sheet. As of the latest reporting date, Alibaba had almost $79 billion in outstanding cash, around three times higher than the total debt. Liquidity metrics are also stellar. Alibaba's fortress financial position makes the company well-positioned to fuel growth and innovation.Seeking AlphaDespite delivering strong quarterly performance, the stock price declined by more than ten percent in one day after the earnings release went live. The reason for investors' disappointment is after the announcement that the company's plans to spin out BABA's cloud computing division were canceled. The plans to restructure the business were shared by Alibaba in March 2023, and it met a lot of optimism from investors as it was expected that the cloud-business spin-off would help it to be more flexible in the constantly evolving environment. I think this was the market's overreaction as the stock price dipped below the early March 2023 levels.Seeking AlphaThe earnings release for the upcoming quarter is scheduled for February 22, 2024. Quarterly revenue is expected by consensus at $37.74 billion, which indicates a 5% YoY increase. The adjusted EPS is expected to stay flat at $2.79.Seeking AlphaFor the full fiscal 2024, consensus estimates forecast an 8.6% YoY growth, which is solid. Profitability is also poised to expand by 17% YoY, another bullish sign. I think that positive earnings expectations are fair, given that the company is well-exposed to several of the hottest technological shifts, like e-commerce, cloud computing, and artificial intelligence [AI]. According to statista.com, the Chinese e-commerce market is expected to compound at 10% annually over the next five years, which is a solid tailwind for Alibaba's core business.Alibaba is well behind the American technological hyper scalers in the cloud infrastructure global market share, but 4% of the global market is still a substantial share of the big pie. Being by far the leading cloud company outside the U.S. makes Alibaba well-exposed to capitalize on the 13% cloud market CAGR up to 2030.statista.comHaving vast amounts of data accumulated by Alibaba's diversified set of businesses also makes the company well-positioned in the AI and machine learning [ML] fields. For example, data from e-commerce transactions can provide insights into consumer preferences and market dynamics, while financial data can be leveraged for risk analysis and fraud detection. This multifaceted dataset creates a holistic view of various aspects of business and consumer activities.BABA stock valuationBABA tanked by 21% year-to-date, underperforming both the broader U.S. stock market and the iShares MSCI China ETF (MCHI). Seeking Alpha Quant assigns Alibaba's stock a high \"B+\" valuation grade because the ratios are significantly lower than historical averages and the sector median. From the valuation multiples perspective, BABA looks substantially undervalued.Seeking AlphaI want to proceed with the discounted cash flow [DCF] simulation. I use a high 15% WACC due to inherently high political and geopolitical risks for all Chinese public companies listed in the U.S. I use a very conservative assumption that the FCF margin will be flat at 10.8%, which is the current TTM level. I have revenue consensus estimates available up to FY 2029 and forecast a 5% CAGR for the years beyond. As a result of the combination of consensus estimates and my long-term revenue growth projection, the revenue CAGR for the next decade is 6.2%, which is very conservative.Author's calculationsAccording to my DCF simulation, the business's fair value is approximately $310 billion. This is 64% higher than the current market cap, indicating a massive upside potential. That said, my target price for BABA is $120.Risks of investing in BABA stockAs my analysis suggests, the current Alibaba's stock price is far from underlying fundamentals, which keep improving. It is well-known that investors' sentiment prevails over fundamentals in the short-term perspective. However, Alibaba's stock price seems to be in a secular decline because it has been falling for over three years with temporary short-term bounces. Investor's fears started when the company's iconic founder, Jack Ma, suddenly disappeared in late 2020 after publicly criticizing the Chinese government. Subsequently, the company underwent multiple restructurings due to regulatory interventions by the Chinese government. I believe these events contribute significantly to the persistently negative sentiment among investors towards BABA. That said, there is a high level of uncertainty regarding the timing of the sentiment pivot towards Alibaba stock.Uncertainties regarding the Chinese economy are also a substantial risk for one of its largest companies. The real estate sector, a cornerstone of any economy, is in a \"slow-motion\" crisis. The real estate boom was one of the main drivers that fueled the Chinese economic miracle, and difficulties in the sector apparently weighed on the broader economy's growth. Apart from this, let us also not underestimate the potential adverse effect on the economy of the demographic shifts. That said, despite having strong secular technological tailwinds, Alibaba also faces macro headwinds.Bottom lineTo conclude, Alibaba is a \"Strong Buy\" at the current stock price level. The risks of investing in BABA are substantial, but I believe the upside potential far outweighs all the uncertainties. The company is fundamentally strong, and its balance sheet positions Alibaba strategically to continue investing in growth and innovation. I agree with bright consensus revenue and EPS forecasts as the company is well exposed to the hottest technological trends within industries expected to compound double digits in the next decade.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":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209784879788200,"gmtCreate":1692256847460,"gmtModify":1692256853627,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Let's moon JD..... Its now or never...I'm drowning with you. !&nbsp;","listText":"Let's moon JD..... Its now or never...I'm drowning with you. !&nbsp;","text":"Let's moon JD..... Its now or never...I'm drowning with you. !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209784879788200","repostId":"2360470351","repostType":2,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204928504918176,"gmtCreate":1691040736438,"gmtModify":1691041348452,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Nio poised to&nbsp;clearly outpace other EV makers in 2H 2023. My bet will be on NIO to make it high this year. !!! NIO price movement on what was a tough day for Chinese ADR's say it all...&nbsp;&nbsp;Let's go NIO.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Nio poised to&nbsp;clearly outpace other EV makers in 2H 2023. My bet will be on NIO to make it high this year. !!! NIO price movement on what was a tough day for Chinese ADR's say it all...&nbsp;&nbsp;Let's go NIO.&nbsp;","text":"$NIO Inc.(NIO)$ Nio poised to clearly outpace other EV makers in 2H 2023. My bet will be on NIO to make it high this year. !!! NIO price movement on what was a tough day for Chinese ADR's say it all... Let's go NIO.","images":[{"img":"https://community-static.tradeup.com/news/2e37e3e8db28e73a49b4a47185053a75","width":"1080","height":"683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204928504918176","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":204927723749552,"gmtCreate":1691040548937,"gmtModify":1691040551912,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Sofi, PYPL and HOOD are poised to be the clear winners on this fintech earnings. Though the price movement for PYPL and HOOD are in the negative territory, I expect them to retrace back the losses swiftly&nbsp; in coming days.&nbsp;<a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$ &nbsp;</a><a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ &nbsp;</a><a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ &nbsp;</a>","listText":"Sofi, PYPL and HOOD are poised to be the clear winners on this fintech earnings. Though the price movement for PYPL and HOOD are in the negative territory, I expect them to retrace back the losses swiftly&nbsp; in coming days.&nbsp;<a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$ &nbsp;</a><a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ &nbsp;</a><a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ &nbsp;</a>","text":"Sofi, PYPL and HOOD are poised to be the clear winners on this fintech earnings. Though the price movement for PYPL and HOOD are in the negative territory, I expect them to retrace back the losses swiftly in coming days. $Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ $PayPal(PYPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/204927723749552","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204507898220768,"gmtCreate":1690962074724,"gmtModify":1690962080996,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"At least give me a 5% pop ..... !!&nbsp;","listText":"At least give me a 5% pop ..... !!&nbsp;","text":"At least give me a 5% pop ..... !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204507898220768","repostId":"1199091195","repostType":2,"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202644777873616,"gmtCreate":1690512473696,"gmtModify":1690512476974,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Sensible purchase, all other banks are heavily&nbsp;shorting SOFI to limit their growth. Let's see where does this bring us.!!&nbsp;","listText":"Sensible purchase, all other banks are heavily&nbsp;shorting SOFI to limit their growth. Let's see where does this bring us.!!&nbsp;","text":"Sensible purchase, all other banks are heavily shorting SOFI to limit their growth. Let's see where does this bring us.!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/202644777873616","repostId":"1164601490","repostType":2,"repost":{"id":"1164601490","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1690511987,"share":"https://ttm.financial/m/news/1164601490?lang=&edition=fundamental","pubTime":"2023-07-28 10:39","market":"us","language":"en","title":"Downgrade Aside, Cathie Wood Buys $1.2M Worth Of SoFi Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1164601490","media":"Benzinga","summary":"On Thursday, Cathie Wood-led Ark Invest made a significant purchase of SoFi Technologies Inc shares, amidst a volatile market environment for the company. This move comes in the wake ofMorgan Stanley’s recent downgradeof SoFi, citing overly optimistic expectations for the company’s banking business.The SoFi TradeArk Invest, through its Ark Fintech Innovation ETF  fund, purchased 133,191 shares of SoFi Technologies. The transaction was valued at $1.2 million based on the stock’s closing price of ","content":"<html><head></head><body><p>On Thursday, <strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made a significant purchase of <strong>SoFi Technologies Inc </strong>shares, amidst a volatile market environment for the company. This move comes in the wake ofMorgan Stanley’s recent downgradeof SoFi, citing overly optimistic expectations for the company’s banking business.</p><p style=\"text-align: start;\"><strong>The SoFi Trade</strong></p><p style=\"text-align: start;\">Ark Invest, through its <strong>Ark Fintech Innovation ETF (ARKF) </strong>fund, purchased 133,191 shares of SoFi Technologies. The transaction was valued at $1.2 million based on the stock’s closing price of $9.09.</p><p style=\"text-align: start;\">This decision comes despite Morgan Stanley’s analyst <strong>Jeffrey Adelson</strong> expressing concerns about the company’s banking business, suggesting it might not yield as high returns as initially anticipated.</p><p><strong>Other Key Trades:</strong></p><ul><li><p>Ark Invest’s <strong>ARK Genomic Revolution ETF (ARKG) </strong>fund bought 25,078 shares of <strong>Accolade Inc</strong>.</p></li><li><p>ARKG fund sold 916 shares of <strong>Surface Oncology Inc</strong>.</p></li></ul><p style=\"text-align: start;\">These trades reflect Ark Invest’s ongoing strategy of investing in innovative companies, while also adjusting its holdings based on market trends and company performance.</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>Downgrade Aside, Cathie Wood Buys $1.2M Worth Of SoFi Shares</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\">\nDowngrade Aside, Cathie Wood Buys $1.2M Worth Of SoFi Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-07-28 10:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Thursday, <strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made a significant purchase of <strong>SoFi Technologies Inc </strong>shares, amidst a volatile market environment for the company. This move comes in the wake ofMorgan Stanley’s recent downgradeof SoFi, citing overly optimistic expectations for the company’s banking business.</p><p style=\"text-align: start;\"><strong>The SoFi Trade</strong></p><p style=\"text-align: start;\">Ark Invest, through its <strong>Ark Fintech Innovation ETF (ARKF) </strong>fund, purchased 133,191 shares of SoFi Technologies. The transaction was valued at $1.2 million based on the stock’s closing price of $9.09.</p><p style=\"text-align: start;\">This decision comes despite Morgan Stanley’s analyst <strong>Jeffrey Adelson</strong> expressing concerns about the company’s banking business, suggesting it might not yield as high returns as initially anticipated.</p><p><strong>Other Key Trades:</strong></p><ul><li><p>Ark Invest’s <strong>ARK Genomic Revolution ETF (ARKG) </strong>fund bought 25,078 shares of <strong>Accolade Inc</strong>.</p></li><li><p>ARKG fund sold 916 shares of <strong>Surface Oncology Inc</strong>.</p></li></ul><p style=\"text-align: start;\">These trades reflect Ark Invest’s ongoing strategy of investing in innovative companies, while also adjusting its holdings based on market trends and company performance.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SURF":"Surface Oncology","SOFI":"SoFi Technologies Inc.","ARKK":"ARK Innovation ETF","ACCD":"Accolade, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164601490","content_text":"On Thursday, Cathie Wood-led Ark Invest made a significant purchase of SoFi Technologies Inc shares, amidst a volatile market environment for the company. This move comes in the wake ofMorgan Stanley’s recent downgradeof SoFi, citing overly optimistic expectations for the company’s banking business.The SoFi TradeArk Invest, through its Ark Fintech Innovation ETF (ARKF) fund, purchased 133,191 shares of SoFi Technologies. The transaction was valued at $1.2 million based on the stock’s closing price of $9.09.This decision comes despite Morgan Stanley’s analyst Jeffrey Adelson expressing concerns about the company’s banking business, suggesting it might not yield as high returns as initially anticipated.Other Key Trades:Ark Invest’s ARK Genomic Revolution ETF (ARKG) fund bought 25,078 shares of Accolade Inc.ARKG fund sold 916 shares of Surface Oncology Inc.These trades reflect Ark Invest’s ongoing strategy of investing in innovative companies, while also adjusting its holdings based on market trends and company performance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202103942512800,"gmtCreate":1690362640119,"gmtModify":1690362644124,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Hmm.. Are you short?&nbsp;","listText":"Hmm.. Are you short?&nbsp;","text":"Hmm.. Are you short?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202103942512800","repostId":"2354462003","repostType":4,"repost":{"id":"2354462003","pubTimestamp":1690385188,"share":"https://ttm.financial/m/news/2354462003?lang=&edition=fundamental","pubTime":"2023-07-26 23:26","market":"us","language":"en","title":"The Fed Should Continue Hiking Past 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2354462003","media":"Seekingalpha","summary":"Chip Somodevilla The target is 2% inflation over time Here is the key sentence from the June FOMC meeting statement: In determining the extent of additional policy firming that may be appropriate to return inflation to 2 percent over time, the Committee will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments. But what is the most important part in this statement that gives the clue about future monetary policy?It's bolded - it's \"over-time\". The Fed aims to return inflation to 2% over time. What does it mean?It means that the Fed could decide to pause the interest rate hiking cycle with core CPI inflation still elevated at 4.8%, if the conditions are set for inflation to fall to 2% over time. This is essentially what the soft-landing crowd is expecting - the Fed will pause after the July hike to 5.35%, despite the fact that core inflation remains elevated at","content":"<html><head></head><body><h2 id=\"id_1250867344\">The target is 2% inflation over time</h2><p>Here is the key sentence from the June FOMC meeting statement:</p><blockquote>In determining the extent of additional policy firming that may be appropriate to return inflation to 2 percent <strong>over time</strong>, the Committee will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.</blockquote><p>But what is the most important part in this statement that gives the clue about future monetary policy? It&#39;s bolded - it&#39;s &#34;over-time&#34;. The Fed aims to return inflation to 2% over time. What does it mean?</p><p>It means that the Fed could decide to pause the interest rate hiking cycle with core CPI inflation still elevated at 4.8%, if the conditions are set for inflation to fall to 2% over time.</p><p>This is essentially what the soft-landing crowd is expecting - the Fed will pause after the July hike to 5.35%, despite the fact that core inflation remains elevated at 4.8%. Why? Because inflation is on the way down, and it will likely fall to 2% in the near future. And, of course, the economy will avoid falling into a recession because the Fed will start cutting interest rates as inflation continues falling in 2024.</p><p>But, it also means that the Fed could continue hiking interest rates even if inflation falls faster than expected - if the conditions don&#39;t favor a stable 2% inflation over time.</p><p>The June CPI report showed that core CPI increased only by 0.2% month-over-month, and 4.8% over the last 12 months. If the core CPI continues to rise by 0.2% each month, the core CPI will be at 2.5% by July 2024, which is still above the 2% target, so you would need to have a few months with 0.1% core CPI month over month to get to 2%. That&#39;s what the soft-landing scenario is expecting.</p><p>The problem with the soft-landing scenario is that the Fed&#39;s own Inflation Nowcast expects that core CPI will rise by 0.4% in July. Obviously, the conditions for core inflation to return to 2% over time are not there yet. Thus, despite the soft June CPI report, I believe the Fed has to continue hiking.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d9be1802471aab595b103c745d0b12c\" tg-width=\"640\" tg-height=\"194\"/></p><p>Cleveland Fed</p><h2 id=\"id_2676259712\">But what are the necessary conditions for inflation to return to 2% over time?</h2><p>The price is a function of supply and demand, it&#39;s a very simple economic concept. So, generally, there has to be a supply/demand balance economy wide. Specifically, there has to be an ample supply of 1) labor and 2) input materials, for production to meet the underlying demand.</p><p>The US currently has a major labor shortage with full employment (unemployment rate at 3.6%) and nearly 10M job openings. Obviously, the supply of labor is limited, which is causing wage price inflation, and translating into a service price inflation.</p><p>The Fed simply cannot stop hiking as long as there is a labor shortage, because the risk is that core inflation would continue rising over time.</p><p>So, what&#39;s causing the labor shortage? On the supply side, one of the main issues is demographics - the large segment of population (baby boomers) is exiting the labor force and retiring. Second, due to the unfolding trend of deglobalization, the US has stricter immigration policy which is slowing the labor force growth. On the demand side, and also due to deglobalization, the US is reshoring some jobs back home from China. The Fed cannot control the trends in demographics and deglobalization issues, and these structural longer-term trends. Thus, the labor market conditions will be out of balance for the foreseeable future.</p><p>The unfolding trend of deglobalization is also creating the risk for commodity price spikes, and the shortage of key input materials. These risks are even more extreme due to the fact that deglobalization is associated with geopolitical tensions, which increase the risk of cold wars, proxy wars, and direct military confrontations between the main global powers.</p><p>For example, Russia exited the Black Sea Grain Initiative agreement, which pushed the price of wheat limit up in the futures market last week. Saudi Arabia is cutting the oil supplies to boost the price of oil. China imposed export controls on two strategic raw materials that are critical to the global chipmaking industry. These events are part of the broader trend which is likely to persist in the foreseeable future.</p><p>Obviously, these are not conditions where inflation is expected to fall to 2% over time. In fact, it&#39;s reasonable to conclude that we are currently still in a high inflationary environment.</p><h2 id=\"id_2678714004\">What should the Fed do?</h2><p>The Fed only directly controls the demand side of the equation, and the supply side problems can only be countered with declining demand to restore price stability. That means a recession.</p><p>Specifically, that means that the Fed needs to keep tightening monetary policy until the unemployment rate increases. The Fed has set the target of 4.1% unemployment rate for 2023 and 4.5% for 2024.</p><p>The Fed helped invert the yield curve, which is expected to cause credit tightness, which is expected to cause less investment, and thus, higher unemployment. So, now we are in the process of waiting for the lagged effects of this monetary policy transmission to the real economy. We are waiting for the clear signs of a recession.</p><p>The Fed decided to skip hiking interest rates in June to evaluate these lagged effects, and apparently decided to continue increasing interest rates at a much slower pace. Thus, the Fed is set to increase interest rates at the July meeting, and indicated that an additional 25bpt hike might be required in fall.</p><p>The lagged effects are already evident as the Redbook weekly retail sales are turning negative year over year, as well as industrial production. The labor market is showing some cracks with the (volatile) trend of higher weekly claims, but this is still insufficient.</p><p>The Fed is actually a very powerful institution with a broad geopolitical reach. The only way to really ensure a stable inflation rate over time is to directly address the underlying trends, particularly with the respect to deglobalization.</p><p>Specifically, I think the Fed should continue hiking well past 6% to induce a deep recession in the US, which would 1) crash oil price and weaken the oil revenue dependent Russia and other adversaries, 2) seriously weaken the export dependent Chinese economy.</p><p>Thus, by overtightening, the Fed would directly address the demand side of the equation via a higher unemployment rate, and indirectly affect the supply side by inducing economic barriers to deglobalization.</p><p>This is exactly what the Fed did in 1970s and especially in the early 1980s, when it hiked well above the core PCE inflation. Here is the chart, it&#39;s obvious that the current level of Federal Funds rate (red line) is not high enough in my opinion:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81d60a7769c56493157af148c045b0f4\" tg-width=\"640\" tg-height=\"270\"/></p><p>FRED</p><p>Now considering the Taylor Rule for determining the appropriate level for Federal Funds rate, the different scenarios suggest that the Federal Funds rate should be somewhere between 6.5% and 7.5%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d880c43218ed20ce7dde7739e111e909\" tg-width=\"640\" tg-height=\"423\"/></p><p>Atlanta Fed</p><h2 id=\"id_221054489\">What will the Fed do?</h2><p>The Fed is still behind based on the Taylor rule. We are in a high-inflationary environment characterized by a demographic time-bomb, de-globalization, a real war, a brewing war. These are the facts.</p><p>But the Fed is currently a conflicted institution in my view, where the major hawk Bullard actually quit the FOMC and the Fed, and is apparently being replaced by a dove.</p><p>The Fed has decided to take it slowly and to be data dependent, hoping that something will change over time. The Fed might be afraid of overtightening, but I think that&#39;s exactly what the Fed should do - overtighten. The Fed needs to create the conditions for inflation to return to 2% over time, no other way around it.</p><p>Alternatively, and this is becoming a baseline scenario on Wall Street, the Fed has to abandon the 2% target.</p><h2 id=\"id_3540477570\">Implications</h2><p>The stock market (SP500) has been rising since October 2022 in expectation of the Fed pivot - pause and a cut. These expectations are based on the recent memory of the 2000-2020 period, during which the US was in a low inflation environment. Actually, it was more of a disinflationary or even deflationary environment caused by globalization - abundant global labor force, cheap imports, etc.</p><p>But things have changed, we are in a high-inflationary environment now - just look at the headlines. The Fed has the mandate of 2% inflation over time, and that means the Fed will have no choice but to overtighten.</p><p>A soft-landing is a hope, and the market can run on a hope for some time. But, I believe the reality will set in. In fact, even the current earnings season for Q2 2023 has seen contracting margins, declining sales, and the third quarter of lower earnings.</p><p>The earnings projections are that earnings will start growing in Q4 2023, and over the entire 2024. That&#39;s based on a soft-landing scenario, so based on hope in my opinion. The trend of lower sales, lower margins, and lower earning is likely to continue in the foreseeable future, as the lagged effects of the recent monetary policy tightening intensify, while inflation continues to be elevated, forcing the Fed to continue to tighten the monetary policy likely past 6%.</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>The Fed Should Continue Hiking Past 6%</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 Fed Should Continue Hiking Past 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-26 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4619601-the-fed-should-continue-hiking-past-6-percent><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The target is 2% inflation over timeHere is the key sentence from the June FOMC meeting statement:In determining the extent of additional policy firming that may be appropriate to return inflation to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4619601-the-fed-should-continue-hiking-past-6-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4619601-the-fed-should-continue-hiking-past-6-percent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2354462003","content_text":"The target is 2% inflation over timeHere is the key sentence from the June FOMC meeting statement:In determining the extent of additional policy firming that may be appropriate to return inflation to 2 percent over time, the Committee will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.But what is the most important part in this statement that gives the clue about future monetary policy? It's bolded - it's \"over-time\". The Fed aims to return inflation to 2% over time. What does it mean?It means that the Fed could decide to pause the interest rate hiking cycle with core CPI inflation still elevated at 4.8%, if the conditions are set for inflation to fall to 2% over time.This is essentially what the soft-landing crowd is expecting - the Fed will pause after the July hike to 5.35%, despite the fact that core inflation remains elevated at 4.8%. Why? Because inflation is on the way down, and it will likely fall to 2% in the near future. And, of course, the economy will avoid falling into a recession because the Fed will start cutting interest rates as inflation continues falling in 2024.But, it also means that the Fed could continue hiking interest rates even if inflation falls faster than expected - if the conditions don't favor a stable 2% inflation over time.The June CPI report showed that core CPI increased only by 0.2% month-over-month, and 4.8% over the last 12 months. If the core CPI continues to rise by 0.2% each month, the core CPI will be at 2.5% by July 2024, which is still above the 2% target, so you would need to have a few months with 0.1% core CPI month over month to get to 2%. That's what the soft-landing scenario is expecting.The problem with the soft-landing scenario is that the Fed's own Inflation Nowcast expects that core CPI will rise by 0.4% in July. Obviously, the conditions for core inflation to return to 2% over time are not there yet. Thus, despite the soft June CPI report, I believe the Fed has to continue hiking.Cleveland FedBut what are the necessary conditions for inflation to return to 2% over time?The price is a function of supply and demand, it's a very simple economic concept. So, generally, there has to be a supply/demand balance economy wide. Specifically, there has to be an ample supply of 1) labor and 2) input materials, for production to meet the underlying demand.The US currently has a major labor shortage with full employment (unemployment rate at 3.6%) and nearly 10M job openings. Obviously, the supply of labor is limited, which is causing wage price inflation, and translating into a service price inflation.The Fed simply cannot stop hiking as long as there is a labor shortage, because the risk is that core inflation would continue rising over time.So, what's causing the labor shortage? On the supply side, one of the main issues is demographics - the large segment of population (baby boomers) is exiting the labor force and retiring. Second, due to the unfolding trend of deglobalization, the US has stricter immigration policy which is slowing the labor force growth. On the demand side, and also due to deglobalization, the US is reshoring some jobs back home from China. The Fed cannot control the trends in demographics and deglobalization issues, and these structural longer-term trends. Thus, the labor market conditions will be out of balance for the foreseeable future.The unfolding trend of deglobalization is also creating the risk for commodity price spikes, and the shortage of key input materials. These risks are even more extreme due to the fact that deglobalization is associated with geopolitical tensions, which increase the risk of cold wars, proxy wars, and direct military confrontations between the main global powers.For example, Russia exited the Black Sea Grain Initiative agreement, which pushed the price of wheat limit up in the futures market last week. Saudi Arabia is cutting the oil supplies to boost the price of oil. China imposed export controls on two strategic raw materials that are critical to the global chipmaking industry. These events are part of the broader trend which is likely to persist in the foreseeable future.Obviously, these are not conditions where inflation is expected to fall to 2% over time. In fact, it's reasonable to conclude that we are currently still in a high inflationary environment.What should the Fed do?The Fed only directly controls the demand side of the equation, and the supply side problems can only be countered with declining demand to restore price stability. That means a recession.Specifically, that means that the Fed needs to keep tightening monetary policy until the unemployment rate increases. The Fed has set the target of 4.1% unemployment rate for 2023 and 4.5% for 2024.The Fed helped invert the yield curve, which is expected to cause credit tightness, which is expected to cause less investment, and thus, higher unemployment. So, now we are in the process of waiting for the lagged effects of this monetary policy transmission to the real economy. We are waiting for the clear signs of a recession.The Fed decided to skip hiking interest rates in June to evaluate these lagged effects, and apparently decided to continue increasing interest rates at a much slower pace. Thus, the Fed is set to increase interest rates at the July meeting, and indicated that an additional 25bpt hike might be required in fall.The lagged effects are already evident as the Redbook weekly retail sales are turning negative year over year, as well as industrial production. The labor market is showing some cracks with the (volatile) trend of higher weekly claims, but this is still insufficient.The Fed is actually a very powerful institution with a broad geopolitical reach. The only way to really ensure a stable inflation rate over time is to directly address the underlying trends, particularly with the respect to deglobalization.Specifically, I think the Fed should continue hiking well past 6% to induce a deep recession in the US, which would 1) crash oil price and weaken the oil revenue dependent Russia and other adversaries, 2) seriously weaken the export dependent Chinese economy.Thus, by overtightening, the Fed would directly address the demand side of the equation via a higher unemployment rate, and indirectly affect the supply side by inducing economic barriers to deglobalization.This is exactly what the Fed did in 1970s and especially in the early 1980s, when it hiked well above the core PCE inflation. Here is the chart, it's obvious that the current level of Federal Funds rate (red line) is not high enough in my opinion:FREDNow considering the Taylor Rule for determining the appropriate level for Federal Funds rate, the different scenarios suggest that the Federal Funds rate should be somewhere between 6.5% and 7.5%.Atlanta FedWhat will the Fed do?The Fed is still behind based on the Taylor rule. We are in a high-inflationary environment characterized by a demographic time-bomb, de-globalization, a real war, a brewing war. These are the facts.But the Fed is currently a conflicted institution in my view, where the major hawk Bullard actually quit the FOMC and the Fed, and is apparently being replaced by a dove.The Fed has decided to take it slowly and to be data dependent, hoping that something will change over time. The Fed might be afraid of overtightening, but I think that's exactly what the Fed should do - overtighten. The Fed needs to create the conditions for inflation to return to 2% over time, no other way around it.Alternatively, and this is becoming a baseline scenario on Wall Street, the Fed has to abandon the 2% target.ImplicationsThe stock market (SP500) has been rising since October 2022 in expectation of the Fed pivot - pause and a cut. These expectations are based on the recent memory of the 2000-2020 period, during which the US was in a low inflation environment. Actually, it was more of a disinflationary or even deflationary environment caused by globalization - abundant global labor force, cheap imports, etc.But things have changed, we are in a high-inflationary environment now - just look at the headlines. The Fed has the mandate of 2% inflation over time, and that means the Fed will have no choice but to overtighten.A soft-landing is a hope, and the market can run on a hope for some time. But, I believe the reality will set in. In fact, even the current earnings season for Q2 2023 has seen contracting margins, declining sales, and the third quarter of lower earnings.The earnings projections are that earnings will start growing in Q4 2023, and over the entire 2024. That's based on a soft-landing scenario, so based on hope in my opinion. The trend of lower sales, lower margins, and lower earning is likely to continue in the foreseeable future, as the lagged effects of the recent monetary policy tightening intensify, while inflation continues to be elevated, forcing the Fed to continue to tighten the monetary policy likely past 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201606549373104,"gmtCreate":1690247728237,"gmtModify":1690247731653,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Yes, just keep watching and recommend to buy once it hit $30.!&nbsp;","listText":"Yes, just keep watching and recommend to buy once it hit $30.!&nbsp;","text":"Yes, just keep watching and recommend to buy once it hit $30.!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201606549373104","repostId":"2353638193","repostType":2,"repost":{"id":"2353638193","pubTimestamp":1690244386,"share":"https://ttm.financial/m/news/2353638193?lang=&edition=fundamental","pubTime":"2023-07-25 08:19","market":"us","language":"en","title":"Keep NIO Stock on Your \"Watch List\" But Don’t Buy Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2353638193","media":"InvestorPlace","summary":"NIO stock appears to be ready to reverse higher, but it's not time for investors to buy shares yet. Here's why.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8d189d2dc3c749d6d342ccf6fddec95\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: xiaorui / Shutterstock.com</p><p><strong>Nio</strong> (NYSE:<strong>NIO</strong>), a prominent player in the electric vehicle industry, has been a rollercoaster of a stock. The company’s shares have seen a considerable drop since their 2021 peak. Is now the time to start betting on a reversal in trend?</p><p>First, let’s talk company dynamics. NIO stock has been affected by China’s slow economic growth. In addition, the company’s gross margin, at a meager 1.5%, raises concerns about its ability to maintain profitability in a high capex industry like automobiles, especially when industry leaders like <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) are pushing margins down.</p><p>However, the company’s shares have started to recover, gaining over 35% since the end of May 2023. This sudden increase can be attributed to Nio’s strategic decision to slash its vehicle prices, following the trend set by Tesla and other EV manufacturers. General optimism around equities that we saw in June into July also has helped.</p><h2 id=\"id_2538979766\">Nio’s Deliveries: A Mixed Bag</h2><p>Nio’s deliveries have faced a year-over-year decline in both June and Q2 of 2023, which is a significant factor behind reduced investor interest. In June 2023, it delivered only 10,707 vehicles compared to 12,961 in June 2022, marking a 17.4% YOY decrease. The Q2 deliveries also declined 6.1% YOY, with 23,520 vehicles delivered.</p><p>However, it’s worth noting that despite multiple setbacks due to Covid-19 lockdowns, Nio managed to deliver a record number of vehicles in Q4 2022, marking a 51% YOY increase. The company’s annual deliveries in 2022 also saw a 34% rise over 2021, indicating a strong recovery potential.</p><h2 id=\"id_2102207073\">Nio’s Financial Health: A Cause for Concern</h2><p>Despite its growth prospects, Nio’s financial health raises some red flags. The company’s Q1 2023 gross margin fell to just 1.5% from 14.6% in the same quarter of 2022. With Nio and other premium EV manufacturers already offering generous price discounts, this price war could pressure Nio’s profitability further.</p><p>Adding to the worry is NIO’s Q1 2023 net loss of $690 million, which has significantly reduced its cash reserves. Nonetheless, a strategic $1.1 billion investment from an Abu Dhabi government fund in June 2023 aimed at funding its international growth has provided a much-needed boost to its financial resources.</p><h2 id=\"id_3538536049\">Nio’s Future Prospects: A Ray of Hope</h2><p>Despite the challenges, NIO’s prospects look promising. Its focus on innovative technologies such as battery swapping, autonomous driving, and an AI-driven digital cockpit could attract new buyers. This in turn will fuel its revenue growth.</p><p>Moreover, Nio’s expansion into several European countries and its introduction of new EV models are expected to drive increased sales in 2023-2024. The company also plans to have five new models by mid-2023, as it aims to capture a larger share of China’s EV market.</p><h2 id=\"id_2942372352\">NIO Stock: To Buy or Not to Buy?</h2><p>While Nio’s growth and opportunities make it an attractive investment prospect, it’s not quite a “buy” situation yet. The company’s price-to-sales multiple stands at an attractive 2.4x, the lowest since 2019, but the company’s lack of profitability and the risks posed by the ongoing price war in the EV industry make it a high-risk investment.</p><p>A lot remains to be seen with NIO stock, and the broad market environment looks challenged to me. Still, it’s one to keep on a watch list.</p></body></html>","source":"investorplace_stock_picks","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>Keep NIO Stock on Your \"Watch List\" But Don’t Buy Yet</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\">\nKeep NIO Stock on Your \"Watch List\" But Don’t Buy Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/keep-nio-stock-on-your-watch-list-but-dont-buy-yet/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Source: xiaorui / Shutterstock.comNio (NYSE:NIO), a prominent player in the electric vehicle industry, has been a rollercoaster of a stock. The company’s shares have seen a considerable drop since ...</p>\n\n<a href=\"https://investorplace.com/2023/07/keep-nio-stock-on-your-watch-list-but-dont-buy-yet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","BK4509":"腾讯概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4527":"明星科技股","TSLA":"特斯拉","BK4526":"热门中概股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4588":"碎股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0052750758.USD":"富兰克林中国基金A Acc","BK4574":"无人驾驶","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4504":"桥水持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09866":"蔚来-SW","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","NIO.SI":"蔚来","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4531":"中概回港概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://investorplace.com/2023/07/keep-nio-stock-on-your-watch-list-but-dont-buy-yet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2353638193","content_text":"Source: xiaorui / Shutterstock.comNio (NYSE:NIO), a prominent player in the electric vehicle industry, has been a rollercoaster of a stock. The company’s shares have seen a considerable drop since their 2021 peak. Is now the time to start betting on a reversal in trend?First, let’s talk company dynamics. NIO stock has been affected by China’s slow economic growth. In addition, the company’s gross margin, at a meager 1.5%, raises concerns about its ability to maintain profitability in a high capex industry like automobiles, especially when industry leaders like Tesla (NASDAQ:TSLA) are pushing margins down.However, the company’s shares have started to recover, gaining over 35% since the end of May 2023. This sudden increase can be attributed to Nio’s strategic decision to slash its vehicle prices, following the trend set by Tesla and other EV manufacturers. General optimism around equities that we saw in June into July also has helped.Nio’s Deliveries: A Mixed BagNio’s deliveries have faced a year-over-year decline in both June and Q2 of 2023, which is a significant factor behind reduced investor interest. In June 2023, it delivered only 10,707 vehicles compared to 12,961 in June 2022, marking a 17.4% YOY decrease. The Q2 deliveries also declined 6.1% YOY, with 23,520 vehicles delivered.However, it’s worth noting that despite multiple setbacks due to Covid-19 lockdowns, Nio managed to deliver a record number of vehicles in Q4 2022, marking a 51% YOY increase. The company’s annual deliveries in 2022 also saw a 34% rise over 2021, indicating a strong recovery potential.Nio’s Financial Health: A Cause for ConcernDespite its growth prospects, Nio’s financial health raises some red flags. The company’s Q1 2023 gross margin fell to just 1.5% from 14.6% in the same quarter of 2022. With Nio and other premium EV manufacturers already offering generous price discounts, this price war could pressure Nio’s profitability further.Adding to the worry is NIO’s Q1 2023 net loss of $690 million, which has significantly reduced its cash reserves. Nonetheless, a strategic $1.1 billion investment from an Abu Dhabi government fund in June 2023 aimed at funding its international growth has provided a much-needed boost to its financial resources.Nio’s Future Prospects: A Ray of HopeDespite the challenges, NIO’s prospects look promising. Its focus on innovative technologies such as battery swapping, autonomous driving, and an AI-driven digital cockpit could attract new buyers. This in turn will fuel its revenue growth.Moreover, Nio’s expansion into several European countries and its introduction of new EV models are expected to drive increased sales in 2023-2024. The company also plans to have five new models by mid-2023, as it aims to capture a larger share of China’s EV market.NIO Stock: To Buy or Not to Buy?While Nio’s growth and opportunities make it an attractive investment prospect, it’s not quite a “buy” situation yet. The company’s price-to-sales multiple stands at an attractive 2.4x, the lowest since 2019, but the company’s lack of profitability and the risks posed by the ongoing price war in the EV industry make it a high-risk investment.A lot remains to be seen with NIO stock, and the broad market environment looks challenged to me. Still, it’s one to keep on a watch list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196776714272776,"gmtCreate":1689077074883,"gmtModify":1689082557515,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Where are you guys coming from? How can seeking alpha&nbsp;publish such fear mongering rubbish?&nbsp;","listText":"Where are you guys coming from? How can seeking alpha&nbsp;publish such fear mongering rubbish?&nbsp;","text":"Where are you guys coming from? How can seeking alpha publish such fear mongering rubbish?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196776714272776","repostId":"2350150577","repostType":4,"repost":{"id":"2350150577","pubTimestamp":1689089244,"share":"https://ttm.financial/m/news/2350150577?lang=&edition=fundamental","pubTime":"2023-07-11 23:27","market":"us","language":"en","title":"CPI Preview: Disinflation Is Finished - Inflation To Start Rising Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2350150577","media":"Seekingalpha","summary":"When inflation is rising, the Federal Funds rate  always is above the core PCE . But more importantly, near the peaks in inflation, the Fed would accelerate the hikes - well above the PCE inflation. That's how you win the race.For example, in March 1980, the Fed hiked from 14% to 17%, while core PCE was at a peak of 9.3%.And now let's look at the current situation. The Fed let inflation get ahead by far in 2022 by wrongly assuming that the inflationary spike was \"transitory.\" The Fed finally cau","content":"<html><head></head><body><h2 id=\"id_1040294062\">Inflation fight - The last 100 meters</h2><p>BIS Annual Economic Report 2023 discusses the macro challenges with &#34;last mile&#34; inflation fight, and states that &#34;the next phase of disinflation may become more difficult.&#34;</p><p>The concept of &#34;last mile&#34; is likely based on a marathon. I competed in 400M/800M events, so I&#39;m familiar with the &#34;last 100m&#34; concept - that&#39;s when the lactic acid kicks in and the legs get heavy, but you have to keep moving.</p><p>I was coached by Que McMaster who worked with the great Micheal Johnson (four Olympic gold medals) in his early days at Baylor, and he had a scientific approach to the &#34;last 100m&#34; problem. The data showed that you can sprint at max speed for 20-25 seconds without triggering lactic acid, so you start really fast, and then you switch into the &#34;glide mode.&#34; The secret was to switch from the &#34;glide mode&#34; to the &#34;finish mode&#34; efficiently, so you can cross the finish line at full speed - without ever triggering lactic acid. The strategy was to get ahead of the competition, and if they never catch up, you win, and if they do catch up, you have enough energy to switch into the higher gear in the last 100m and still win.</p><h2 id=\"id_2395002047\">The Fed is doing it all wrong</h2><p>The Fed is essentially in a race against inflation. Drawing lessons from McMaster&#39;s race strategy, the Fed is supposed to get ahead of inflation - and if inflation accelerates, shift into a more aggressive tightening mode until the clear victory. In fact, that was exactly the Fed&#39;s strategy in the 1970s/early 1980s. Here&#39;s the graph that shows core PCE inflation (in blue) and effective Federal Funds rate (in red):</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecb07668513c546a65cf80bab6bd6b69\" tg-width=\"640\" tg-height=\"273\"/></p><p>FRED</p><p>What do we see? When inflation is rising, the Federal Funds rate (red) always is above the core PCE (blue). But more importantly, near the peaks in inflation, the Fed would accelerate the hikes - well above the PCE inflation. That&#39;s how you win the race.</p><p>For example, in March 1980, the Fed hiked from 14% to 17%, while core PCE was at a peak of 9.3%.</p><p>And now let&#39;s look at the current situation. The Fed let inflation get ahead by far in 2022 by wrongly assuming that the inflationary spike was &#34;transitory.&#34; The Fed finally caught up with inflation in May 2023 - and then paused? What a mistake. Why? Because it appears that inflation is about to turn higher. It appears that inflation is being coached by McMaster. So, the &#34;last 100m&#34; of this race will be very interesting.</p><h2 id=\"id_1551354841\">Is inflation turning higher?</h2><p>The BLS will release the inflation data for June 2023. These are the expectations:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2f496f0dbe4ef7c27b5d5e3f7f4e94\" tg-width=\"640\" tg-height=\"186\"/></p><p>Trading Economics</p><p>So, the headline inflation is expected to sharply fall to 3.1%, but the month-over-month inflation is expected to rise to 0.3%. Core CPI is expected to slightly fall to 5%, while the month-over is also expected at 0.3%.</p><p>The Cleveland Fed Inflation Nowcast predicts slightly higher numbers for June, with CPI at 3.2%, and core CPI at 5.1%, with a 0.4% month-over-month increase for both. Thus, we could get a higher-than-expected number for June.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c931382bcb41e7c48d63f5b6a122dc22\" tg-width=\"522\" tg-height=\"237\"/></p><p>Cleveland Fed</p></td><td style=\"text-align:left;\"><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31204265451c2e58dbfa0e9f64b130c\" tg-width=\"532\" tg-height=\"239\"/></p><p>Cleveland Fed</p></td></tr></tbody></table><p>But, more importantly, Nowcast predicts higher CPI and core CPI for July at 3.6% and 5.2%, respectively. Even more worrisome is the constant 0.4% month-over-month increase for the core CPI, which is consistent with a steady 5% annual core inflation.</p><p>In fact, the annualized quarterly inflation for Q3 is expected to rise to 4.42% from 3% - that&#39;s a sharp upturn in inflation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a799a5b1d21f1242625628e196af499\" tg-width=\"640\" tg-height=\"176\"/></p><p>Cleveland Fed</p><h2 id=\"id_990055891\">Why is inflation rising again?</h2><p>First, inflation is estimated as a 12-month year-over-year increase in prices - so each month you delete the month a year ago from the calculation. Well, last year there was a spike in energy/food prices due to the war in Ukraine, and the peak was in June, so the inflation number for July deletes the June 2022 number - that&#39;s the base effect for the headline CPI, and it looks like this (the big bar is out of the picture for July):</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7196f73499cdc312dfa5f10d6fcc74db\" tg-width=\"640\" tg-height=\"275\"/></p><p>Trading Economics</p><p>And this is the month-over-month inflation for core CPI:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b926d12d7445010f0e24578383effa7\" tg-width=\"640\" tg-height=\"264\"/></p><p>Trading Economics</p><p>The most important data to look at is the fact that over the last six months, the month-over-month core CPI inflation was steady at 0.4%, which is expected to hold for at least the next two months, based on Nowcast. That&#39;s consistent with over 5% annual core CPI - while the target is 2%.</p><p>So, once the base effects are out, we are facing the &#34;last mile&#34; or the &#34;last 100m,&#34; and BIS said this will be a very difficult race. Specifically, BIS is very concerned that there could be a price-wage inflationary spiral in making. When looking at the totality of data, BIS concludes that there&#39;s a high risk of a transition to the 1970s-like high-inflationary mode. More info here.</p><h2 id=\"id_2346461144\">What does the Fed need to do now?</h2><p>The Fed started the race from behind and has been trying to catch up. In order to win the race, the Fed needs to accelerate the monetary policy tightening, well above what is currently expected. Just look at the chart provided above, the red line has to be well above the blue line, there&#39;s no other way. In other words, the Fed might need to surprise the market with a 50bpt hike in July. That&#39;s the transition to the &#34;finish mode,&#34; and that&#39;s what worked in the 1970s. The Taylor rule tool also suggests that the Federal Funds rate should currently be somewhere between 6.6-7.2%.</p><p>The race is over when we see a consistent 0.1%, 0.2% in core PCE for several months. Unfortunately, this might require a very sharp increase in the unemployment rate, possibly above 6%-7%.</p><h2 id=\"id_3478179582\">Implications</h2><p>This is the Fed&#39;s strategy for the &#34;last mile&#34; or &#34;last 100m&#34; of the inflation race: stay behind and wait for inflation to get &#34;tired,&#34; or wait for inflation to get &#34;the lactic acid&#34; and just die out.</p><p>This strategy is unlikely to work, and the Fed will be forced to be more aggressive - to shift into the &#34;finish mode.&#34; However, this will likely cause a deep recession. In fact, there are already signs that growth is stalling or contracting based on the real GDI measure, and yet inflation is expected to turn higher after the June reading.</p><p>The BIS report is particularly worried about the housing sector if the Fed is forced to hike 200bpt above the May rate to above 6%. In this scenario, the housing prices would drop below their 2012 level or more than 33% from the peak. This might be required to bring inflation to 2%.</p><p>The financial sector (XLF) is at the center of the upcoming crisis, given the expected fall in housing prices, and the expected solvency issues in the commercial real estate (XLRE).</p><p>Regional banks (KRE) are likely to be most vulnerable, given their heavy exposure to commercial real estate and mortgages. In addition, the further expected increase in the Federal Funds rate will continue to increase their cost of capital and accelerate the deposit outflows. Thus, it&#39;s likely that many more regional banks would fail.</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>CPI Preview: Disinflation Is Finished - Inflation To Start Rising Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCPI Preview: Disinflation Is Finished - Inflation To Start Rising Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4616102-cpi-preview-disinflation-finished-inflation-to-start-rising-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation fight - The last 100 metersBIS Annual Economic Report 2023 discusses the macro challenges with \"last mile\" inflation fight, and states that \"the next phase of disinflation may become more ...</p>\n\n<a href=\"https://seekingalpha.com/article/4616102-cpi-preview-disinflation-finished-inflation-to-start-rising-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4616102-cpi-preview-disinflation-finished-inflation-to-start-rising-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2350150577","content_text":"Inflation fight - The last 100 metersBIS Annual Economic Report 2023 discusses the macro challenges with \"last mile\" inflation fight, and states that \"the next phase of disinflation may become more difficult.\"The concept of \"last mile\" is likely based on a marathon. I competed in 400M/800M events, so I'm familiar with the \"last 100m\" concept - that's when the lactic acid kicks in and the legs get heavy, but you have to keep moving.I was coached by Que McMaster who worked with the great Micheal Johnson (four Olympic gold medals) in his early days at Baylor, and he had a scientific approach to the \"last 100m\" problem. The data showed that you can sprint at max speed for 20-25 seconds without triggering lactic acid, so you start really fast, and then you switch into the \"glide mode.\" The secret was to switch from the \"glide mode\" to the \"finish mode\" efficiently, so you can cross the finish line at full speed - without ever triggering lactic acid. The strategy was to get ahead of the competition, and if they never catch up, you win, and if they do catch up, you have enough energy to switch into the higher gear in the last 100m and still win.The Fed is doing it all wrongThe Fed is essentially in a race against inflation. Drawing lessons from McMaster's race strategy, the Fed is supposed to get ahead of inflation - and if inflation accelerates, shift into a more aggressive tightening mode until the clear victory. In fact, that was exactly the Fed's strategy in the 1970s/early 1980s. Here's the graph that shows core PCE inflation (in blue) and effective Federal Funds rate (in red):FREDWhat do we see? When inflation is rising, the Federal Funds rate (red) always is above the core PCE (blue). But more importantly, near the peaks in inflation, the Fed would accelerate the hikes - well above the PCE inflation. That's how you win the race.For example, in March 1980, the Fed hiked from 14% to 17%, while core PCE was at a peak of 9.3%.And now let's look at the current situation. The Fed let inflation get ahead by far in 2022 by wrongly assuming that the inflationary spike was \"transitory.\" The Fed finally caught up with inflation in May 2023 - and then paused? What a mistake. Why? Because it appears that inflation is about to turn higher. It appears that inflation is being coached by McMaster. So, the \"last 100m\" of this race will be very interesting.Is inflation turning higher?The BLS will release the inflation data for June 2023. These are the expectations:Trading EconomicsSo, the headline inflation is expected to sharply fall to 3.1%, but the month-over-month inflation is expected to rise to 0.3%. Core CPI is expected to slightly fall to 5%, while the month-over is also expected at 0.3%.The Cleveland Fed Inflation Nowcast predicts slightly higher numbers for June, with CPI at 3.2%, and core CPI at 5.1%, with a 0.4% month-over-month increase for both. Thus, we could get a higher-than-expected number for June.Cleveland FedCleveland FedBut, more importantly, Nowcast predicts higher CPI and core CPI for July at 3.6% and 5.2%, respectively. Even more worrisome is the constant 0.4% month-over-month increase for the core CPI, which is consistent with a steady 5% annual core inflation.In fact, the annualized quarterly inflation for Q3 is expected to rise to 4.42% from 3% - that's a sharp upturn in inflation.Cleveland FedWhy is inflation rising again?First, inflation is estimated as a 12-month year-over-year increase in prices - so each month you delete the month a year ago from the calculation. Well, last year there was a spike in energy/food prices due to the war in Ukraine, and the peak was in June, so the inflation number for July deletes the June 2022 number - that's the base effect for the headline CPI, and it looks like this (the big bar is out of the picture for July):Trading EconomicsAnd this is the month-over-month inflation for core CPI:Trading EconomicsThe most important data to look at is the fact that over the last six months, the month-over-month core CPI inflation was steady at 0.4%, which is expected to hold for at least the next two months, based on Nowcast. That's consistent with over 5% annual core CPI - while the target is 2%.So, once the base effects are out, we are facing the \"last mile\" or the \"last 100m,\" and BIS said this will be a very difficult race. Specifically, BIS is very concerned that there could be a price-wage inflationary spiral in making. When looking at the totality of data, BIS concludes that there's a high risk of a transition to the 1970s-like high-inflationary mode. More info here.What does the Fed need to do now?The Fed started the race from behind and has been trying to catch up. In order to win the race, the Fed needs to accelerate the monetary policy tightening, well above what is currently expected. Just look at the chart provided above, the red line has to be well above the blue line, there's no other way. In other words, the Fed might need to surprise the market with a 50bpt hike in July. That's the transition to the \"finish mode,\" and that's what worked in the 1970s. The Taylor rule tool also suggests that the Federal Funds rate should currently be somewhere between 6.6-7.2%.The race is over when we see a consistent 0.1%, 0.2% in core PCE for several months. Unfortunately, this might require a very sharp increase in the unemployment rate, possibly above 6%-7%.ImplicationsThis is the Fed's strategy for the \"last mile\" or \"last 100m\" of the inflation race: stay behind and wait for inflation to get \"tired,\" or wait for inflation to get \"the lactic acid\" and just die out.This strategy is unlikely to work, and the Fed will be forced to be more aggressive - to shift into the \"finish mode.\" However, this will likely cause a deep recession. In fact, there are already signs that growth is stalling or contracting based on the real GDI measure, and yet inflation is expected to turn higher after the June reading.The BIS report is particularly worried about the housing sector if the Fed is forced to hike 200bpt above the May rate to above 6%. In this scenario, the housing prices would drop below their 2012 level or more than 33% from the peak. This might be required to bring inflation to 2%.The financial sector (XLF) is at the center of the upcoming crisis, given the expected fall in housing prices, and the expected solvency issues in the commercial real estate (XLRE).Regional banks (KRE) are likely to be most vulnerable, given their heavy exposure to commercial real estate and mortgages. In addition, the further expected increase in the Federal Funds rate will continue to increase their cost of capital and accelerate the deposit outflows. Thus, it's likely that many more regional banks would fail.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193252176670880,"gmtCreate":1688210237589,"gmtModify":1688210242452,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Let's go NIO..... Fly....!&nbsp;","listText":"Let's go NIO..... Fly....!&nbsp;","text":"Let's go NIO..... Fly....!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193252176670880","repostId":"1149382350","repostType":4,"repost":{"id":"1149382350","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1688205795,"share":"https://ttm.financial/m/news/1149382350?lang=&edition=fundamental","pubTime":"2023-07-01 18:03","market":"hk","language":"en","title":"NIO Delivers 10,707 Vehicles in June","url":"https://stock-news.laohu8.com/highlight/detail?id=1149382350","media":"Tiger Newspress","summary":"NIO delivered 10,707 vehicles in June 2023NIO delivered 23,520 vehicles in the three months ended June 2023NIO started ramping up deliveries of ET5 Touring and All-New ES8 in June 2023Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023NIO Inc. today announced its June and second quarter 2023 delivery results.NIO delivered 10,707 vehicles in June 2023. The deliveries consisted of 6,383 premium smart electric SUVs, and 4,324 premium smart electric sedans. NIO delivered 23,520","content":"<html><head></head><body><ul><li><p><em>NIO delivered 10,707 vehicles in June 2023</em></p></li><li><p><em>NIO delivered 23,520 vehicles in the three months ended June 2023</em></p></li><li><p><em>NIO started ramping up deliveries of ET5 Touring and All-New ES8 in June 2023</em></p></li><li><p><em>Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023</em></p></li></ul><p>NIO Inc. today announced its June and second quarter 2023 delivery results.</p><p>NIO delivered 10,707 vehicles in June 2023. The deliveries consisted of 6,383 premium smart electric SUVs, and 4,324 premium smart electric sedans. NIO delivered 23,520 vehicles in the second quarter of 2023. Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023.</p><p>On June 15, 2023, NIO launched the ET5 Touring, a smart electric tourer, and started its deliveries the next day. Designed for family users, the ET5 Touring has been crafted with versatile space, and has inherited the exquisite and dynamic design, high-performance genes and advanced intelligent features of its sedan variant ET5, accompanying users to explore future journeys across all scenarios.</p><p>In addition, NIO commenced delivery ramp-up of the All-New ES8, a smart electric flagship SUV on June 28, 2023.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Delivers 10,707 Vehicles in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Delivers 10,707 Vehicles in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-01 18:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><p><em>NIO delivered 10,707 vehicles in June 2023</em></p></li><li><p><em>NIO delivered 23,520 vehicles in the three months ended June 2023</em></p></li><li><p><em>NIO started ramping up deliveries of ET5 Touring and All-New ES8 in June 2023</em></p></li><li><p><em>Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023</em></p></li></ul><p>NIO Inc. today announced its June and second quarter 2023 delivery results.</p><p>NIO delivered 10,707 vehicles in June 2023. The deliveries consisted of 6,383 premium smart electric SUVs, and 4,324 premium smart electric sedans. NIO delivered 23,520 vehicles in the second quarter of 2023. Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023.</p><p>On June 15, 2023, NIO launched the ET5 Touring, a smart electric tourer, and started its deliveries the next day. Designed for family users, the ET5 Touring has been crafted with versatile space, and has inherited the exquisite and dynamic design, high-performance genes and advanced intelligent features of its sedan variant ET5, accompanying users to explore future journeys across all scenarios.</p><p>In addition, NIO commenced delivery ramp-up of the All-New ES8, a smart electric flagship SUV on June 28, 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149382350","content_text":"NIO delivered 10,707 vehicles in June 2023NIO delivered 23,520 vehicles in the three months ended June 2023NIO started ramping up deliveries of ET5 Touring and All-New ES8 in June 2023Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023NIO Inc. today announced its June and second quarter 2023 delivery results.NIO delivered 10,707 vehicles in June 2023. The deliveries consisted of 6,383 premium smart electric SUVs, and 4,324 premium smart electric sedans. NIO delivered 23,520 vehicles in the second quarter of 2023. Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023.On June 15, 2023, NIO launched the ET5 Touring, a smart electric tourer, and started its deliveries the next day. Designed for family users, the ET5 Touring has been crafted with versatile space, and has inherited the exquisite and dynamic design, high-performance genes and advanced intelligent features of its sedan variant ET5, accompanying users to explore future journeys across all scenarios.In addition, NIO commenced delivery ramp-up of the All-New ES8, a smart electric flagship SUV on June 28, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192823035637912,"gmtCreate":1688105582485,"gmtModify":1688105914317,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"It's time to rocket up.... SOFI, let's do it and burn the short sellers like NVDA and TSLA did...!!!&nbsp;","listText":"It's time to rocket up.... SOFI, let's do it and burn the short sellers like NVDA and TSLA did...!!!&nbsp;","text":"It's time to rocket up.... SOFI, let's do it and burn the short sellers like NVDA and TSLA did...!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192823035637912","repostId":"1166123787","repostType":4,"repost":{"id":"1166123787","pubTimestamp":1688102379,"share":"https://ttm.financial/m/news/1166123787?lang=&edition=fundamental","pubTime":"2023-06-30 13:19","market":"us","language":"en","title":"SOFI Stock Short Interest Hits New High Ahead of SCOTUS Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=1166123787","media":"InvestorPlace","summary":"It’s certainly possible, as SOFI stock is up by about 100% this year.","content":"<html><head></head><body><ul><li><p>Experts believe the Supreme Court will soon decide on the legality of President Joe Biden’s student loan forgiveness plan.</p></li><li><p>This decision will affect <strong>SoFi</strong> (<strong><u>SOFI</u></strong>), which currently carries its highest short interest this year.</p></li><li><p>SOFI stock is up by about 100% this year.</p></li></ul><p>The Supreme Court is expected to make a decision on President Joe Biden’s student loan forgiveness plan. Unveiled last August, Biden’s plan seeks to reduce the debt load for Pell Grant recipients by $20,000, while borrowers earning less than $125,000 per year are eligible to see a reduction of $10,000. However, the plan received heavy opposition in the form of litigation from Republican states, which put it on halt.</p><p style=\"text-align: start;\">During the first quarter, student loans accounted for $525 million, or approximately 15%, of <strong>SoFi’s</strong> (NASDAQ: <strong><u>SOFI</u></strong>) total origination volume. The passage of Biden’s plan would harm SoFi’s student loan and student loan refinancing business by reducing loan volume.</p><h2 style=\"text-align: start;\">SOFI Stock Short Interest at Year-to-Date High</h2><p style=\"text-align: start;\">Meanwhile, SoFi’s short interest has ballooned to a yearly high of 16.2% based on the latest available data. That’s equivalent to 132.45 million shares sold short that would take 2.7 days to fully cover. SoFi’s short interest, compared to its last reading of 14.2%, has risen by 19.9%. Furthermore, SoFi is experiencing its highest short interest since the reading of 16.8% last August. Generally, a short interest above 10% is considered high, while a short interest above 20% is considered very high.</p><p style=\"text-align: start;\">At the same time, SoFi’s cost-to-borrow (CTB) fee has remained steady for the past two weeks and currently tallies in at just 0.41%. The average CTB fee for stock ranges between 0.3% and 3%. A higher CTB fee indicates increased short seller demand, while a lower fee signals the opposite. A higher fee could also influence short sellers to sell out by buying shares of the underlying stock in an attempt to escape the high fee.</p><p style=\"text-align: start;\">These two figures are likely to swing dramatically following the Supreme Court’s student loan forgiveness decision.</p><p style=\"text-align: start;\">On the other hand, SoFi will be a recipient of a positive catalyst once student loan payments are resumed as a whole in October. The moratorium, which began at the height of the coronavirus pandemic, will resume billions of dollars of payments.</p><p style=\"text-align: start;\">So, has this news already been priced in? It’s certainly possible, as SOFI stock is up by about 100% this year.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SOFI Stock Short Interest Hits New High Ahead of SCOTUS Decision</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\">\nSOFI Stock Short Interest Hits New High Ahead of SCOTUS Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-30 13:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/sofi-stock-short-interest-hits-new-high-ahead-of-scotus-decision/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Experts believe the Supreme Court will soon decide on the legality of President Joe Biden’s student loan forgiveness plan.This decision will affect SoFi (SOFI), which currently carries its highest ...</p>\n\n<a href=\"https://investorplace.com/2023/06/sofi-stock-short-interest-hits-new-high-ahead-of-scotus-decision/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2023/06/sofi-stock-short-interest-hits-new-high-ahead-of-scotus-decision/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166123787","content_text":"Experts believe the Supreme Court will soon decide on the legality of President Joe Biden’s student loan forgiveness plan.This decision will affect SoFi (SOFI), which currently carries its highest short interest this year.SOFI stock is up by about 100% this year.The Supreme Court is expected to make a decision on President Joe Biden’s student loan forgiveness plan. Unveiled last August, Biden’s plan seeks to reduce the debt load for Pell Grant recipients by $20,000, while borrowers earning less than $125,000 per year are eligible to see a reduction of $10,000. However, the plan received heavy opposition in the form of litigation from Republican states, which put it on halt.During the first quarter, student loans accounted for $525 million, or approximately 15%, of SoFi’s (NASDAQ: SOFI) total origination volume. The passage of Biden’s plan would harm SoFi’s student loan and student loan refinancing business by reducing loan volume.SOFI Stock Short Interest at Year-to-Date HighMeanwhile, SoFi’s short interest has ballooned to a yearly high of 16.2% based on the latest available data. That’s equivalent to 132.45 million shares sold short that would take 2.7 days to fully cover. SoFi’s short interest, compared to its last reading of 14.2%, has risen by 19.9%. Furthermore, SoFi is experiencing its highest short interest since the reading of 16.8% last August. Generally, a short interest above 10% is considered high, while a short interest above 20% is considered very high.At the same time, SoFi’s cost-to-borrow (CTB) fee has remained steady for the past two weeks and currently tallies in at just 0.41%. The average CTB fee for stock ranges between 0.3% and 3%. A higher CTB fee indicates increased short seller demand, while a lower fee signals the opposite. A higher fee could also influence short sellers to sell out by buying shares of the underlying stock in an attempt to escape the high fee.These two figures are likely to swing dramatically following the Supreme Court’s student loan forgiveness decision.On the other hand, SoFi will be a recipient of a positive catalyst once student loan payments are resumed as a whole in October. The moratorium, which began at the height of the coronavirus pandemic, will resume billions of dollars of payments.So, has this news already been priced in? It’s certainly possible, as SOFI stock is up by about 100% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185343185744000,"gmtCreate":1686289083732,"gmtModify":1686289088913,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Good.. Will it rip up today?&nbsp;","listText":"Good.. Will it rip up today?&nbsp;","text":"Good.. Will it rip up today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185343185744000","repostId":"1143054987","repostType":2,"repost":{"id":"1143054987","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1686288864,"share":"https://ttm.financial/m/news/1143054987?lang=&edition=fundamental","pubTime":"2023-06-09 13:34","market":"us","language":"en","title":"TSMC Reports Revenue for May Approximately NT$176.54B, a Decrease of 4.9% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1143054987","media":"Tiger Newspress","summary":"TSMC today announced its net revenue for May 2023: On a consolidated basis, revenue for May 2023 was","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a> today announced its net revenue for May 2023: On a consolidated basis, revenue for May 2023 was approximately NT$176.54 billion, an increase of 19.4 percent from April 2023 and a decrease of 4.9 percent from May 2022. Revenue for January through May 2023 totaled NT$833.07 billion, a decrease of 1.9 percent compared to the same period in 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e58f27cad50e263b4945ed21cfe77322\" tg-width=\"1028\" tg-height=\"193\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Reports Revenue for May Approximately NT$176.54B, a Decrease of 4.9% YoY</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\">\nTSMC Reports Revenue for May Approximately NT$176.54B, a Decrease of 4.9% YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-09 13:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a> today announced its net revenue for May 2023: On a consolidated basis, revenue for May 2023 was approximately NT$176.54 billion, an increase of 19.4 percent from April 2023 and a decrease of 4.9 percent from May 2022. Revenue for January through May 2023 totaled NT$833.07 billion, a decrease of 1.9 percent compared to the same period in 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e58f27cad50e263b4945ed21cfe77322\" tg-width=\"1028\" tg-height=\"193\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143054987","content_text":"TSMC today announced its net revenue for May 2023: On a consolidated basis, revenue for May 2023 was approximately NT$176.54 billion, an increase of 19.4 percent from April 2023 and a decrease of 4.9 percent from May 2022. Revenue for January through May 2023 totaled NT$833.07 billion, a decrease of 1.9 percent compared to the same period in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184954656616560,"gmtCreate":1686194412379,"gmtModify":1686194417390,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"What are you guys are smoking? Absolute crap!&nbsp;","listText":"What are you guys are smoking? Absolute crap!&nbsp;","text":"What are you guys are smoking? Absolute crap!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184954656616560","repostId":"2341205384","repostType":4,"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182560734224400,"gmtCreate":1685579792946,"gmtModify":1685579797005,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Cut the production more and let it the price pump...&nbsp;","listText":"Cut the production more and let it the price pump...&nbsp;","text":"Cut the production more and let it the price pump...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182560734224400","repostId":"2340246610","repostType":2,"repost":{"id":"2340246610","pubTimestamp":1685579064,"share":"https://ttm.financial/m/news/2340246610?lang=&edition=fundamental","pubTime":"2023-06-01 08:24","market":"fut","language":"en","title":"OPEC Excludes Bloomberg, Reuters and WSJ Reporters From Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2340246610","media":"Bloomberg","summary":"No reason for lack of invites was given by OPEC secretariatOPEC+ ministers meet this weekend in Vien","content":"<html><head></head><body><ul><li><p>No reason for lack of invites was given by OPEC secretariat</p></li><li><p>OPEC+ ministers meet this weekend in Vienna to set policy</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/daa34c001e7b20c375fd4ccf0c9f0bb8\" alt=\"OPEC headquarters in Vienna, Austria.  Photographer: Akos Stiller/Bloomberg\" title=\"OPEC headquarters in Vienna, Austria.  Photographer: Akos Stiller/Bloomberg\" tg-width=\"1000\" tg-height=\"667\"/><span>OPEC headquarters in Vienna, Austria.  Photographer: Akos Stiller/Bloomberg</span></p><p style=\"text-align: start;\">OPEC hasn’t invited reporters from three major news organizations to cover the group’s meetings this weekend in Vienna. </p><p style=\"text-align: start;\">The organization’s secretariat typically gives accreditation to any journalist who wants to cover the meeting at their headquarters. This time, that opportunity wasn’t offered and invitations were sent directly to reporters. </p><p style=\"text-align: start;\">As of Wednesday evening, nobody from Bloomberg News had received an invitation. Journalists from the Reuters news agency and the Journal were also denied invitations, according to people familiar with the matter. If that stands, those reporters would be unable to attend any post-meeting press conference. No reason was given for the decision, for which there is little precedent in OPEC’s history. </p><p style=\"text-align: start;\">Bloomberg, which will send a team to Vienna as usual to cover the meeting, has asked the OPEC secretariat to clarify the situation, but received no response. Reuters and the Wall Street Journal declined to comment.</p><p>The Organization of Petroleum Exporting Countries, which together with allies in the wider OPEC+ coalition sets oil production policy for 23 countries, is meeting as prices slide below $70 a barrel in New York, giving up the gains made since Saudi Arabia and other members made a surprise cut in early April.</p><p style=\"text-align: start;\">Prices have been depressed on weaker economic data from China, the world’s largest importer, and the persistently high level of shipments from Russia, which had pledged to take 500,000 barrels out of the global market earlier in the year.</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>OPEC Excludes Bloomberg, Reuters and WSJ Reporters From Meeting</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\">\nOPEC Excludes Bloomberg, Reuters and WSJ Reporters From Meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-01 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-05-31/opec-excludes-bloomberg-reuters-and-wsj-reporters-from-meeting?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No reason for lack of invites was given by OPEC secretariatOPEC+ ministers meet this weekend in Vienna to set policyOPEC headquarters in Vienna, Austria.  Photographer: Akos Stiller/BloombergOPEC hasn...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-05-31/opec-excludes-bloomberg-reuters-and-wsj-reporters-from-meeting?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4570":"地缘局势概念股"},"source_url":"https://www.bloomberg.com/news/articles/2023-05-31/opec-excludes-bloomberg-reuters-and-wsj-reporters-from-meeting?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2340246610","content_text":"No reason for lack of invites was given by OPEC secretariatOPEC+ ministers meet this weekend in Vienna to set policyOPEC headquarters in Vienna, Austria.  Photographer: Akos Stiller/BloombergOPEC hasn’t invited reporters from three major news organizations to cover the group’s meetings this weekend in Vienna. The organization’s secretariat typically gives accreditation to any journalist who wants to cover the meeting at their headquarters. This time, that opportunity wasn’t offered and invitations were sent directly to reporters. As of Wednesday evening, nobody from Bloomberg News had received an invitation. Journalists from the Reuters news agency and the Journal were also denied invitations, according to people familiar with the matter. If that stands, those reporters would be unable to attend any post-meeting press conference. No reason was given for the decision, for which there is little precedent in OPEC’s history. Bloomberg, which will send a team to Vienna as usual to cover the meeting, has asked the OPEC secretariat to clarify the situation, but received no response. Reuters and the Wall Street Journal declined to comment.The Organization of Petroleum Exporting Countries, which together with allies in the wider OPEC+ coalition sets oil production policy for 23 countries, is meeting as prices slide below $70 a barrel in New York, giving up the gains made since Saudi Arabia and other members made a surprise cut in early April.Prices have been depressed on weaker economic data from China, the world’s largest importer, and the persistently high level of shipments from Russia, which had pledged to take 500,000 barrels out of the global market earlier in the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947815817,"gmtCreate":1682897078439,"gmtModify":1682897083154,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Bring it on... We are going to moon..!!&nbsp;","listText":"Bring it on... We are going to moon..!!&nbsp;","text":"Bring it on... We are going to moon..!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947815817","repostId":"2332200619","repostType":2,"repost":{"id":"2332200619","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1682895689,"share":"https://ttm.financial/m/news/2332200619?lang=&edition=fundamental","pubTime":"2023-05-01 07:01","market":"us","language":"en","title":"Apple and Uber Earnings, a Fed Decision, April Jobs Data, and More to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2332200619","media":"Dow Jones","summary":"It will be another big week of first-quarter earnings season, with more than 150 S&P 500 companies a","content":"<html><head></head><body><p>It will be another big week of first-quarter earnings season, with more than 150 S&amp;P 500 companies about to report. The economic calendar will include a Federal Reserve interest-rate decision and the latest jobs data.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c98b50d70e9e3e975d73fb4c102c09a9\" title=\"\" tg-width=\"2044\" tg-height=\"1448\"/></p><p>Norwegian Cruise Line Holdings and Stryker will kick off earnings on Monday, followed by Advanced Micro Devices, Ford Motor, Pfizer, Starbucks, and Uber Technologies on Tuesday.</p><p>Wednesday’s earnings highlights will include CVS Health, Kraft Heinz, and Qualcomm. On Thursday, Anheuser-Busch InBev, Apple, <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, ConocoPhillips, Moderna, and Shopify report. Cigna and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> close the week on Friday.</p><p>The economic event of the week will be the Federal Open Market Committee’s monetary policy decision on Wednesday afternoon. Futures markets are overwhelmingly pricing in an increase of 0.25 percentage point in the federal-funds rate. The European Central Bank is expected to follow with the same move on Thursday.</p><p>There will also be plenty of data to parse. The Bureau of Labor Statistics publishes the March Job Openings And Labor Turnover Survey on Tuesday, then the April jobs report on Friday. Economists are forecasting a decline in both job openings and hiring. The forecast is for a gain of 185,000 nonfarm payrolls, down from 236,000 in March.</p><p>Other notable economic data coming out this week will include the Institute for Supply Management’s Manufacturing Services Purchasing Managers’ Index for April on Monday, then the Services equivalent on Wednesday. Both PMIs are expected to be about even with or slightly higher than their March level.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d382eedb579a6fbe4ed3fe921d14fc3\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2>This Week</h2><h4>Monday 5/1</h4><p>Arista Networks, MGM Resorts International, NXP Semiconductors, SBA Communications, Stryker, and Vertex Pharmaceuticals release earnings.</p><p><strong>The Institute for Supply</strong> Management releases its Manufacturing Purchasing Managers’ Index for April. Consensus estimate is for a 46.7 reading, roughly even with the March data. The index has had five consecutive readings below 50, indicating contraction in the manufacturing sector.</p><h4>Tuesday 5/2</h4><p>Advanced Micro Devices, Cummins, DuPont, Eaton, Ecolab, Ford Motor, Marathon Petroleum, Marriott International, Pfizer, Simon Property Group, Starbucks, and Uber Technologies report quarterly results</p><p><strong>The Bureau of Labor</strong> Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 9.5 million job openings on the last business day of March, 431,300 fewer than in February.</p><h4>Wednesday 5/3</h4><p><strong>The Federal Open Market Committee</strong> announces its monetary-policy decision. There is a 85% chance the FOMC raises the federal-funds rate by 25 basis points, to 5%-5.25%, per the CME FedWatch Tool.</p><p>Corteva, CVS Health, Emerson Electric, Equinix, Estée Lauder, Kraft Heinz, <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a>, $Public Storage(PSA-N)$, Qualcomm, and Yum! Brands release earnings.</p><p><strong>ADP releases </strong>its National Employment Report for April. Expectations are for the economy to add 135,000 private-sector jobs, 10,000 fewer than in March.</p><p><strong>The ISM releases </strong>its Services PMI for April. The consensus call is for a 51.8 reading, slightly higher than the March figure. The services sector continues to hold up better than the manufacturing sector with only one reading below the expansionary level of 50 since May of 2020.</p><h4>Thursday 5/4</h4><p>Anheuser-Busch InBev, Apple, Becton Dickinson, Booking Holdings, ConocoPhillips, <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group, Fortinet, Intercontinental Exchange, Kellogg, Moderna, Regeneron Pharmaceuticals, Sempra Energy, Shopify, and Zoetis hold conference calls to discuss quarterly results.</p><p><strong>The European Central </strong>Bank announces its monetary-policy decision. The ECB is widely expected to raise its key interest rate by a quarter of a percentage point, to 3.25%. Traders are pricing in two more 25 basis-point-hikes after this meeting as the euro zone’s inflation has proved to be more stubborn than in the U.S.</p><h4>Friday 5/5</h4><p>Cboe Global Markets, Cigna, Dominion Energy, Johnson Controls International, and Warner Bros. Discovery release earnings.</p><p><strong>The BLS releases</strong> the jobs report for April. Economists forecast an increase of 185,000 in nonfarm payrolls, following a 236,000 gain in March. The unemployment rate is expected to tick up from 3.5% to 3.6%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Uber Earnings, a Fed Decision, April Jobs Data, and More to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple and Uber Earnings, a Fed Decision, April Jobs Data, and More to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-01 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It will be another big week of first-quarter earnings season, with more than 150 S&amp;P 500 companies about to report. The economic calendar will include a Federal Reserve interest-rate decision and the latest jobs data.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c98b50d70e9e3e975d73fb4c102c09a9\" title=\"\" tg-width=\"2044\" tg-height=\"1448\"/></p><p>Norwegian Cruise Line Holdings and Stryker will kick off earnings on Monday, followed by Advanced Micro Devices, Ford Motor, Pfizer, Starbucks, and Uber Technologies on Tuesday.</p><p>Wednesday’s earnings highlights will include CVS Health, Kraft Heinz, and Qualcomm. On Thursday, Anheuser-Busch InBev, Apple, <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, ConocoPhillips, Moderna, and Shopify report. Cigna and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> close the week on Friday.</p><p>The economic event of the week will be the Federal Open Market Committee’s monetary policy decision on Wednesday afternoon. Futures markets are overwhelmingly pricing in an increase of 0.25 percentage point in the federal-funds rate. The European Central Bank is expected to follow with the same move on Thursday.</p><p>There will also be plenty of data to parse. The Bureau of Labor Statistics publishes the March Job Openings And Labor Turnover Survey on Tuesday, then the April jobs report on Friday. Economists are forecasting a decline in both job openings and hiring. The forecast is for a gain of 185,000 nonfarm payrolls, down from 236,000 in March.</p><p>Other notable economic data coming out this week will include the Institute for Supply Management’s Manufacturing Services Purchasing Managers’ Index for April on Monday, then the Services equivalent on Wednesday. Both PMIs are expected to be about even with or slightly higher than their March level.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d382eedb579a6fbe4ed3fe921d14fc3\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2>This Week</h2><h4>Monday 5/1</h4><p>Arista Networks, MGM Resorts International, NXP Semiconductors, SBA Communications, Stryker, and Vertex Pharmaceuticals release earnings.</p><p><strong>The Institute for Supply</strong> Management releases its Manufacturing Purchasing Managers’ Index for April. Consensus estimate is for a 46.7 reading, roughly even with the March data. The index has had five consecutive readings below 50, indicating contraction in the manufacturing sector.</p><h4>Tuesday 5/2</h4><p>Advanced Micro Devices, Cummins, DuPont, Eaton, Ecolab, Ford Motor, Marathon Petroleum, Marriott International, Pfizer, Simon Property Group, Starbucks, and Uber Technologies report quarterly results</p><p><strong>The Bureau of Labor</strong> Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 9.5 million job openings on the last business day of March, 431,300 fewer than in February.</p><h4>Wednesday 5/3</h4><p><strong>The Federal Open Market Committee</strong> announces its monetary-policy decision. There is a 85% chance the FOMC raises the federal-funds rate by 25 basis points, to 5%-5.25%, per the CME FedWatch Tool.</p><p>Corteva, CVS Health, Emerson Electric, Equinix, Estée Lauder, Kraft Heinz, <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a>, $Public Storage(PSA-N)$, Qualcomm, and Yum! Brands release earnings.</p><p><strong>ADP releases </strong>its National Employment Report for April. Expectations are for the economy to add 135,000 private-sector jobs, 10,000 fewer than in March.</p><p><strong>The ISM releases </strong>its Services PMI for April. The consensus call is for a 51.8 reading, slightly higher than the March figure. The services sector continues to hold up better than the manufacturing sector with only one reading below the expansionary level of 50 since May of 2020.</p><h4>Thursday 5/4</h4><p>Anheuser-Busch InBev, Apple, Becton Dickinson, Booking Holdings, ConocoPhillips, <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group, Fortinet, Intercontinental Exchange, Kellogg, Moderna, Regeneron Pharmaceuticals, Sempra Energy, Shopify, and Zoetis hold conference calls to discuss quarterly results.</p><p><strong>The European Central </strong>Bank announces its monetary-policy decision. The ECB is widely expected to raise its key interest rate by a quarter of a percentage point, to 3.25%. Traders are pricing in two more 25 basis-point-hikes after this meeting as the euro zone’s inflation has proved to be more stubborn than in the U.S.</p><h4>Friday 5/5</h4><p>Cboe Global Markets, Cigna, Dominion Energy, Johnson Controls International, and Warner Bros. Discovery release earnings.</p><p><strong>The BLS releases</strong> the jobs report for April. Economists forecast an increase of 185,000 in nonfarm payrolls, following a 236,000 gain in March. The unemployment rate is expected to tick up from 3.5% to 3.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AB":"联博控股","AAPL":"苹果",".DJI":"道琼斯","UBER":"优步",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332200619","content_text":"It will be another big week of first-quarter earnings season, with more than 150 S&P 500 companies about to report. The economic calendar will include a Federal Reserve interest-rate decision and the latest jobs data.Norwegian Cruise Line Holdings and Stryker will kick off earnings on Monday, followed by Advanced Micro Devices, Ford Motor, Pfizer, Starbucks, and Uber Technologies on Tuesday.Wednesday’s earnings highlights will include CVS Health, Kraft Heinz, and Qualcomm. On Thursday, Anheuser-Busch InBev, Apple, Booking Holdings, ConocoPhillips, Moderna, and Shopify report. Cigna and Warner Bros. Discovery close the week on Friday.The economic event of the week will be the Federal Open Market Committee’s monetary policy decision on Wednesday afternoon. Futures markets are overwhelmingly pricing in an increase of 0.25 percentage point in the federal-funds rate. The European Central Bank is expected to follow with the same move on Thursday.There will also be plenty of data to parse. The Bureau of Labor Statistics publishes the March Job Openings And Labor Turnover Survey on Tuesday, then the April jobs report on Friday. Economists are forecasting a decline in both job openings and hiring. The forecast is for a gain of 185,000 nonfarm payrolls, down from 236,000 in March.Other notable economic data coming out this week will include the Institute for Supply Management’s Manufacturing Services Purchasing Managers’ Index for April on Monday, then the Services equivalent on Wednesday. Both PMIs are expected to be about even with or slightly higher than their March level.This WeekMonday 5/1Arista Networks, MGM Resorts International, NXP Semiconductors, SBA Communications, Stryker, and Vertex Pharmaceuticals release earnings.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Consensus estimate is for a 46.7 reading, roughly even with the March data. The index has had five consecutive readings below 50, indicating contraction in the manufacturing sector.Tuesday 5/2Advanced Micro Devices, Cummins, DuPont, Eaton, Ecolab, Ford Motor, Marathon Petroleum, Marriott International, Pfizer, Simon Property Group, Starbucks, and Uber Technologies report quarterly resultsThe Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 9.5 million job openings on the last business day of March, 431,300 fewer than in February.Wednesday 5/3The Federal Open Market Committee announces its monetary-policy decision. There is a 85% chance the FOMC raises the federal-funds rate by 25 basis points, to 5%-5.25%, per the CME FedWatch Tool.Corteva, CVS Health, Emerson Electric, Equinix, Estée Lauder, Kraft Heinz, Phillips 66, $Public Storage(PSA-N)$, Qualcomm, and Yum! Brands release earnings.ADP releases its National Employment Report for April. Expectations are for the economy to add 135,000 private-sector jobs, 10,000 fewer than in March.The ISM releases its Services PMI for April. The consensus call is for a 51.8 reading, slightly higher than the March figure. The services sector continues to hold up better than the manufacturing sector with only one reading below the expansionary level of 50 since May of 2020.Thursday 5/4Anheuser-Busch InBev, Apple, Becton Dickinson, Booking Holdings, ConocoPhillips, Expedia Group, Fortinet, Intercontinental Exchange, Kellogg, Moderna, Regeneron Pharmaceuticals, Sempra Energy, Shopify, and Zoetis hold conference calls to discuss quarterly results.The European Central Bank announces its monetary-policy decision. The ECB is widely expected to raise its key interest rate by a quarter of a percentage point, to 3.25%. Traders are pricing in two more 25 basis-point-hikes after this meeting as the euro zone’s inflation has proved to be more stubborn than in the U.S.Friday 5/5Cboe Global Markets, Cigna, Dominion Energy, Johnson Controls International, and Warner Bros. Discovery release earnings.The BLS releases the jobs report for April. Economists forecast an increase of 185,000 in nonfarm payrolls, following a 236,000 gain in March. The unemployment rate is expected to tick up from 3.5% to 3.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":204927723749552,"gmtCreate":1691040548937,"gmtModify":1691040551912,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Sofi, PYPL and HOOD are poised to be the clear winners on this fintech earnings. Though the price movement for PYPL and HOOD are in the negative territory, I expect them to retrace back the losses swiftly&nbsp; in coming days.&nbsp;<a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$ &nbsp;</a><a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ &nbsp;</a><a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ &nbsp;</a>","listText":"Sofi, PYPL and HOOD are poised to be the clear winners on this fintech earnings. Though the price movement for PYPL and HOOD are in the negative territory, I expect them to retrace back the losses swiftly&nbsp; in coming days.&nbsp;<a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$ &nbsp;</a><a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ &nbsp;</a><a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ &nbsp;</a>","text":"Sofi, PYPL and HOOD are poised to be the clear winners on this fintech earnings. Though the price movement for PYPL and HOOD are in the negative territory, I expect them to retrace back the losses swiftly in coming days. $Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ $PayPal(PYPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/204927723749552","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276282783432864,"gmtCreate":1708482146115,"gmtModify":1708482148906,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; My portfolio got&nbsp;wrecked due to JD and NIO. One of the worst period and I dont belive them anymore after 2 failed breakouts !","listText":"<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; My portfolio got&nbsp;wrecked due to JD and NIO. One of the worst period and I dont belive them anymore after 2 failed breakouts !","text":"$JD-SW(09618)$ My portfolio got wrecked due to JD and NIO. One of the worst period and I dont belive them anymore after 2 failed breakouts !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/276282783432864","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325797513527440,"gmtCreate":1720564583282,"gmtModify":1720595401529,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"I have don't this so many times..... Keep the loosing stock despite it lost more than 50%. As soon as it reached breakeven, sold it for megre gain only to see the stock soar greater after I sold it... Did this with TSLL, ZIM, DDOG, ZS, GOOG, cRM, SE and many more. One of the main reason my portfolio never grows... Pathetic, but trying to improve the game... !!!","listText":"I have don't this so many times..... Keep the loosing stock despite it lost more than 50%. As soon as it reached breakeven, sold it for megre gain only to see the stock soar greater after I sold it... Did this with TSLL, ZIM, DDOG, ZS, GOOG, cRM, SE and many more. One of the main reason my portfolio never grows... Pathetic, but trying to improve the game... !!!","text":"I have don't this so many times..... Keep the loosing stock despite it lost more than 50%. As soon as it reached breakeven, sold it for megre gain only to see the stock soar greater after I sold it... Did this with TSLL, ZIM, DDOG, ZS, GOOG, cRM, SE and many more. One of the main reason my portfolio never grows... Pathetic, but trying to improve the game... !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/325797513527440","isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949610074,"gmtCreate":1678581999898,"gmtModify":1678582004019,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"NIO and GOOG are key.!?!&nbsp;","listText":"NIO and GOOG are key.!?!&nbsp;","text":"NIO and GOOG are key.!?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949610074","repostId":"2318767148","repostType":2,"repost":{"id":"2318767148","pubTimestamp":1678578282,"share":"https://ttm.financial/m/news/2318767148?lang=&edition=fundamental","pubTime":"2023-03-12 07:44","market":"us","language":"en","title":"Nasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2318767148","media":"Motley Fool","summary":"A 33% plunge in the previously high-flying Nasdaq Composite is the perfect time for growth investors to pounce on some amazing deals.","content":"<html><head></head><body><p>While I hate being the bearer of bad news, stock market corrections are a perfectly normal part of the investing cycle. Since the beginning of 1950, the benchmark <b>S&amp;P 500</b> has undergone 39 separate double-digit percentage corrections, according to data from sell-side consultancy firm Yardeni Research. In other words, the drubbing Wall Street took in 2022 is par for the course when investing for the long run.</p><p>When the major indexes crossed the finish line last year, it was the growth-focused Nasdaq Composite that was hit hardest. The Nasdaq, which led the broader market to new highs in 2021, shed 33% of its value in 2022 and continues to stew in a bear market.</p><p>But there&#39;s a silver lining in this bad news. Though we&#39;ll never be able to forecast exactly when a bear market will occur or how steep the decline will be, we do know that every previous bear market in the major U.S. stock indexes (including the Nasdaq) was eventually whisked away by a bull market. It effectively means that every bear market is the ideal time to put your money to work.</p><p>It&#39;s an especially lucrative time to go shopping for growth stocks. What follows are five stunning growth stocks you&#39;ll regret not buying on the Nasdaq bear market dip.</p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a></h2><p>The first phenomenal growth stock just begging to be bought during the bear market decline is China-based electric vehicle (EV) manufacturer <b>Nio</b>. Although supply chain issues continue to weigh on Nio&#39;s production expansion efforts, a number of headwinds have been safely put in the back seat.</p><p>For the past couple of years, China stocks carried extra investment risk due to the country&#39;s zero-COVID strategy, as well as the possible delisting of China stocks by U.S. regulators. However, China has abandoned its zero-COVID strategy and reopened its economy. What&#39;s more, regulators gained hold of three years&#39; worth of financial audits for Chinese firms, which removes the fear of delisting. In short, Nio is considerably de-risked from where things stood four months ago.</p><p>But what&#39;s really been impressive about this company is its various forms of innovation. Nio has been introducing at least one new EV each year and has seen sales of its ET7 and ET5 sedans take off since hitting showrooms last year. With the exception of January, when production was constrained by factory closures as a result of the Chinese New Year, Nio has delivered in excess of 10,000 EVs every month since June 2022, with its sedans regularly accounting for more than half of those deliveries.</p><p>Nio&#39;s out-of-the-box innovation is on display as well. In August 2020, the company announced the rollout of its battery-as-a-service (BaaS) subscription. BaaS allows its EV buyers to charge, swap, and upgrade batteries at more than 1,300 power swap stations and more than 1,200 power charger stations. In exchange for a reduced EV purchase price, Nio nets high-margin, recurring subscription revenue from buyers via BaaS and keeps buyers loyal to the brand.</p><p><img src=\"https://static.tigerbbs.com/fa1aca6003962c19490e94b36badd6d8\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Walt Disney.</p><h2><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></h2><p>A third stunning growth stock you&#39;ll regret not adding during the Nasdaq bear market drop is the popular &#34;House of Mouse,&#34; <b>Walt Disney</b>. Though Walt Disney is a mature business, it&#39;s expected to sustain a double-digit earnings growth rate for the next half-decade. That absolutely makes it a growth stock.</p><p>The biggest competitive edge that Disney offers is that its business can&#39;t be duplicated. While there are other theme parks consumers can visit and other movies on the big screen, Disney&#39;s characters and stories, along with the emotion, engagement, and imagination they evoke in consumers, can&#39;t be duplicated by any other company.</p><p>As I&#39;ve previously suggested, the value of this irreplaceability can be seen in Walt Disney&#39;s pricing power. Since Disneyland opened its doors in Southern California in 1955, admission prices have risen by 10,300%. By comparison, the U.S. inflation rate has jumped a little over 1,000% over the same time span.  Disney has also been able to raise prices on its ad-free streaming service, Disney+, while losing only a small fraction of its subscribers.</p><p>The next step in Walt Disney&#39;s evolution is turning its money-losing streaming segment into a profit machine. Newly reappointed CEO Bob Iger increased monthly subscription prices and is targeting profitability for this segment toward the end of fiscal 2024. Once streaming becomes cash-flow positive, I&#39;d be surprised to see Disney stock anywhere near $100 per share.</p><h2><a href=\"https://laohu8.com/S/IIPR\">Innovative Industrial Properties</a></h2><p>The fourth magnificent growth stock that you&#39;ll regret not scooping up during the Nasdaq&#39;s bear market swoon is marijuana-focused real estate investment trust (REIT) Innovative Industrial Properties. In spite of rent-collection speed bumps in recent months, IIP, as Innovative Industrial Properties is known, can show patient investors the green.</p><p>The prevailing concern with IIP is that its on-time rental collection rate has dropped from 100% to 92% as of the end of February 2023. But it&#39;s important to understand that all REITs eventually deal with delinquencies. It&#39;s how companies handle their delinquencies that matters. IIP&#39;s fourth-quarter report and year-to-date update shows it&#39;s working through these delinquencies and should be able to sustain these revenue streams or outright sell these properties for cash.</p><p>Another key point with Innovative Industrial Properties is that 100% of its properties are triple-net leased (also known as &#34;NNN leased&#34;). NNN-leased properties require the tenant to cover all expenses, including utilities, maintenance, and even property tax and insurance. While NNN leases reduce the rental income IIP can expect to receive, it also removes any chance of surprise expenses or inflation hurting the company.</p><p>Lastly, Innovative Industrial Properties might be one of the few pot stocks benefiting from weed remaining illegal at the federal level. Since most cannabis companies have limited access to basic financial services, IIP has been able to work out sale-leaseback agreements that benefit both parties. Cultivators and processors get cash they sorely need from IIP, and IIP lands long-term tenants through this program.</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>A fifth stunning growth stock that you&#39;ll regret not buying during the Nasdaq bear market dip is <b>Alphabet</b> (GOOGL) (GOOG), the parent company of internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.</p><p>At the moment, advertising weakness is Alphabet&#39;s biggest headwind. When the probability of a recession materializing rises, advertisers pull back on their spending. But this is also a two-sided coin. Even though recessions are inevitable, they&#39;re typically short-lived. Buying ad-driven stocks during these short swoons often allows investors to take advantage of long-winded economic expansions.</p><p>Alphabet&#39;s competitive advantage isn&#39;t going away anytime soon, either. Since December 2018, data from GlobalStats shows that Google has accounted for roughly 91% to 93% of global internet search share. Having a 90-percentage-point lead over its next-closest competitor allows Google to command significant pricing power for ad placement.</p><p>Alphabet&#39;s ancillary operating segments provide plenty of promise, too. YouTube is the second most visited social platform in the world, with Shorts getting more than 50 billion daily views. Meanwhile, Google Cloud has worked its way up to a 10% share of global cloud infrastructure-service spending.</p><p>Based on both forward-year earnings and future cash flow, Alphabet is cheaper now than at any point since it became a publicly traded company.</p><h2><a href=\"https://laohu8.com/S/EXEL\">Exelixis</a></h2><p>The second amazing growth stock you&#39;ll be kicking yourself for not buying during the Nasdaq bear market dip is biotech stock Exelixis. Despite occasional clinical trial failures, cancer-drug developer Exelixis is well positioned to grow by double digits.</p><p>A little over a week ago, Exelixis announced that a late-stage study involving its blockbuster drug Cabometyx in combination with <b>Roche</b>&#39;s Tecentriq failed to meet its primary endpoint of a statistically significant improvement in progression-free survival in a trial for patients with previously treated advanced kidney cancer.  But failures happen. It&#39;s part of being a drug developer.</p><p>What&#39;s far more important is that Exelixis has around six dozen clinical trials ongoing involving Cabometyx as a monotherapy or combination treatment for a variety of cancer types. It only takes a handful of success stories to significantly expand Cabometyx&#39;s sales and pricing power. We&#39;ve already witnessed one of these studies finding the mark, which led to Exelixis and <b>Bristol Myers Squibb</b> gaining first-line approval for their combination treatment for renal cell carcinoma.</p><p>Furthermore, Exelixis has the cash to fund ongoing internal development, collaborations, and possibly even acquisitions. The company closed out 2022 with approximately $1.31 billion in cash, cash equivalents, and short-term investments, and had another $756.7 million in long-term investments.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While I hate being the bearer of bad news, stock market corrections are a perfectly normal part of the investing cycle. Since the beginning of 1950, the benchmark S&P 500 has undergone 39 separate ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXEL":"伊克力西斯","DIS":"迪士尼","IIPR":"Innovative Industrial Properties Inc","GOOGL":"谷歌A","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318767148","content_text":"While I hate being the bearer of bad news, stock market corrections are a perfectly normal part of the investing cycle. Since the beginning of 1950, the benchmark S&P 500 has undergone 39 separate double-digit percentage corrections, according to data from sell-side consultancy firm Yardeni Research. In other words, the drubbing Wall Street took in 2022 is par for the course when investing for the long run.When the major indexes crossed the finish line last year, it was the growth-focused Nasdaq Composite that was hit hardest. The Nasdaq, which led the broader market to new highs in 2021, shed 33% of its value in 2022 and continues to stew in a bear market.But there's a silver lining in this bad news. Though we'll never be able to forecast exactly when a bear market will occur or how steep the decline will be, we do know that every previous bear market in the major U.S. stock indexes (including the Nasdaq) was eventually whisked away by a bull market. It effectively means that every bear market is the ideal time to put your money to work.It's an especially lucrative time to go shopping for growth stocks. What follows are five stunning growth stocks you'll regret not buying on the Nasdaq bear market dip.NioThe first phenomenal growth stock just begging to be bought during the bear market decline is China-based electric vehicle (EV) manufacturer Nio. Although supply chain issues continue to weigh on Nio's production expansion efforts, a number of headwinds have been safely put in the back seat.For the past couple of years, China stocks carried extra investment risk due to the country's zero-COVID strategy, as well as the possible delisting of China stocks by U.S. regulators. However, China has abandoned its zero-COVID strategy and reopened its economy. What's more, regulators gained hold of three years' worth of financial audits for Chinese firms, which removes the fear of delisting. In short, Nio is considerably de-risked from where things stood four months ago.But what's really been impressive about this company is its various forms of innovation. Nio has been introducing at least one new EV each year and has seen sales of its ET7 and ET5 sedans take off since hitting showrooms last year. With the exception of January, when production was constrained by factory closures as a result of the Chinese New Year, Nio has delivered in excess of 10,000 EVs every month since June 2022, with its sedans regularly accounting for more than half of those deliveries.Nio's out-of-the-box innovation is on display as well. In August 2020, the company announced the rollout of its battery-as-a-service (BaaS) subscription. BaaS allows its EV buyers to charge, swap, and upgrade batteries at more than 1,300 power swap stations and more than 1,200 power charger stations. In exchange for a reduced EV purchase price, Nio nets high-margin, recurring subscription revenue from buyers via BaaS and keeps buyers loyal to the brand.Image source: Walt Disney.Walt DisneyA third stunning growth stock you'll regret not adding during the Nasdaq bear market drop is the popular \"House of Mouse,\" Walt Disney. Though Walt Disney is a mature business, it's expected to sustain a double-digit earnings growth rate for the next half-decade. That absolutely makes it a growth stock.The biggest competitive edge that Disney offers is that its business can't be duplicated. While there are other theme parks consumers can visit and other movies on the big screen, Disney's characters and stories, along with the emotion, engagement, and imagination they evoke in consumers, can't be duplicated by any other company.As I've previously suggested, the value of this irreplaceability can be seen in Walt Disney's pricing power. Since Disneyland opened its doors in Southern California in 1955, admission prices have risen by 10,300%. By comparison, the U.S. inflation rate has jumped a little over 1,000% over the same time span.  Disney has also been able to raise prices on its ad-free streaming service, Disney+, while losing only a small fraction of its subscribers.The next step in Walt Disney's evolution is turning its money-losing streaming segment into a profit machine. Newly reappointed CEO Bob Iger increased monthly subscription prices and is targeting profitability for this segment toward the end of fiscal 2024. Once streaming becomes cash-flow positive, I'd be surprised to see Disney stock anywhere near $100 per share.Innovative Industrial PropertiesThe fourth magnificent growth stock that you'll regret not scooping up during the Nasdaq's bear market swoon is marijuana-focused real estate investment trust (REIT) Innovative Industrial Properties. In spite of rent-collection speed bumps in recent months, IIP, as Innovative Industrial Properties is known, can show patient investors the green.The prevailing concern with IIP is that its on-time rental collection rate has dropped from 100% to 92% as of the end of February 2023. But it's important to understand that all REITs eventually deal with delinquencies. It's how companies handle their delinquencies that matters. IIP's fourth-quarter report and year-to-date update shows it's working through these delinquencies and should be able to sustain these revenue streams or outright sell these properties for cash.Another key point with Innovative Industrial Properties is that 100% of its properties are triple-net leased (also known as \"NNN leased\"). NNN-leased properties require the tenant to cover all expenses, including utilities, maintenance, and even property tax and insurance. While NNN leases reduce the rental income IIP can expect to receive, it also removes any chance of surprise expenses or inflation hurting the company.Lastly, Innovative Industrial Properties might be one of the few pot stocks benefiting from weed remaining illegal at the federal level. Since most cannabis companies have limited access to basic financial services, IIP has been able to work out sale-leaseback agreements that benefit both parties. Cultivators and processors get cash they sorely need from IIP, and IIP lands long-term tenants through this program.AlphabetA fifth stunning growth stock that you'll regret not buying during the Nasdaq bear market dip is Alphabet (GOOGL) (GOOG), the parent company of internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.At the moment, advertising weakness is Alphabet's biggest headwind. When the probability of a recession materializing rises, advertisers pull back on their spending. But this is also a two-sided coin. Even though recessions are inevitable, they're typically short-lived. Buying ad-driven stocks during these short swoons often allows investors to take advantage of long-winded economic expansions.Alphabet's competitive advantage isn't going away anytime soon, either. Since December 2018, data from GlobalStats shows that Google has accounted for roughly 91% to 93% of global internet search share. Having a 90-percentage-point lead over its next-closest competitor allows Google to command significant pricing power for ad placement.Alphabet's ancillary operating segments provide plenty of promise, too. YouTube is the second most visited social platform in the world, with Shorts getting more than 50 billion daily views. Meanwhile, Google Cloud has worked its way up to a 10% share of global cloud infrastructure-service spending.Based on both forward-year earnings and future cash flow, Alphabet is cheaper now than at any point since it became a publicly traded company.ExelixisThe second amazing growth stock you'll be kicking yourself for not buying during the Nasdaq bear market dip is biotech stock Exelixis. Despite occasional clinical trial failures, cancer-drug developer Exelixis is well positioned to grow by double digits.A little over a week ago, Exelixis announced that a late-stage study involving its blockbuster drug Cabometyx in combination with Roche's Tecentriq failed to meet its primary endpoint of a statistically significant improvement in progression-free survival in a trial for patients with previously treated advanced kidney cancer.  But failures happen. It's part of being a drug developer.What's far more important is that Exelixis has around six dozen clinical trials ongoing involving Cabometyx as a monotherapy or combination treatment for a variety of cancer types. It only takes a handful of success stories to significantly expand Cabometyx's sales and pricing power. We've already witnessed one of these studies finding the mark, which led to Exelixis and Bristol Myers Squibb gaining first-line approval for their combination treatment for renal cell carcinoma.Furthermore, Exelixis has the cash to fund ongoing internal development, collaborations, and possibly even acquisitions. The company closed out 2022 with approximately $1.31 billion in cash, cash equivalents, and short-term investments, and had another $756.7 million in long-term investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956992321,"gmtCreate":1673874417964,"gmtModify":1676538897145,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Hmm.. Its Time to become Warren&nbsp;Buffet...&nbsp;","listText":"Hmm.. Its Time to become Warren&nbsp;Buffet...&nbsp;","text":"Hmm.. Its Time to become Warren Buffet...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956992321","repostId":"2303469523","repostType":4,"repost":{"id":"2303469523","pubTimestamp":1673870004,"share":"https://ttm.financial/m/news/2303469523?lang=&edition=fundamental","pubTime":"2023-01-16 19:53","market":"us","language":"en","title":"Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes","url":"https://stock-news.laohu8.com/highlight/detail?id=2303469523","media":"Motley Fool","summary":"Warren Buffett's company Berkshire Hathaway has greatly outperformed the stock market since 1965.","content":"<html><head></head><body><p>If you are an active investor, then you&#39;ve likely heard the name Warren Buffett once or twice, given that he&#39;s one of the greatest investors of all time.</p><p>His company <b>Berkshire Hathaway</b> has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire&#39;s outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.</p><p>When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha&#39;s investing strategy. They should take Warren Buffett&#39;s advice and buy stocks with these three attributes.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaf4cfd62150fe71eaf74e63fe8dad0b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: The Motley Fool.</span></p><h2>1. Consistent performance</h2><p>The first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.</p><p>One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company&#39;s revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.</p><p>For instance, one of Berkshire Hathaway&#39;s largest holdings, the credit card and payments firm <b>American Express</b>, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, <b>Apple</b>, which is by far Berkshire&#39;s largest holding in its portfolio, has had over a 20% profit margin since 2010.</p><h2>2. Valuation</h2><p>Buffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn&#39;t understand, but that will trade up to or above their intrinsic value over time.</p><p>Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, &#34;It&#39;s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.&#34;</p><p>That means don&#39;t let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it&#39;s a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.</p><p>One example is <b>Bank of America</b>, the second-largest holding in Berkshire&#39;s portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today&#39;s market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.</p><h2>3. An impenetrable brand</h2><p>Another theme you will see among many of Berkshire&#39;s holdings is incredibly strong brand power. Think Apple and <b>Coca-Cola</b>. Now, why does Buffett like strong brands? It&#39;s not because of the funny commercials.</p><p>The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple&#39;s or Coca-Cola&#39;s cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.</p><p>Think about the iPhone and what a big part of people&#39;s lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they&#39;ve been with the brand for a while. And how many times have you heard somebody say they will never drink <b>Pepsi</b> over Coke?</p><p>Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes</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\">\nTake Warren Buffett's Advice: Buy Stocks With These 3 Attributes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 19:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","KO":"可口可乐","PEP":"百事可乐","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BRK.A":"伯克希尔","LU0056508442.USD":"贝莱德世界科技基金A2","LU0238689110.USD":"贝莱德环球动力股票基金","BRK.B":"伯克希尔B","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","AXP":"美国运通","BK4554":"元宇宙及AR概念","BK4515":"5G概念","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","AAPL":"苹果","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4571":"数字音乐概念","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4507":"流媒体概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4575":"芯片概念","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BAC":"美国银行","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","BK4559":"巴菲特持仓","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4505":"高瓴资本持仓","BK4574":"无人驾驶","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4573":"虚拟现实","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H"},"source_url":"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303469523","content_text":"If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire's outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha's investing strategy. They should take Warren Buffett's advice and buy stocks with these three attributes.Image source: The Motley Fool.1. Consistent performanceThe first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company's revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.For instance, one of Berkshire Hathaway's largest holdings, the credit card and payments firm American Express, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, Apple, which is by far Berkshire's largest holding in its portfolio, has had over a 20% profit margin since 2010.2. ValuationBuffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn't understand, but that will trade up to or above their intrinsic value over time.Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, \"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.\"That means don't let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it's a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.One example is Bank of America, the second-largest holding in Berkshire's portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today's market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.3. An impenetrable brandAnother theme you will see among many of Berkshire's holdings is incredibly strong brand power. Think Apple and Coca-Cola. Now, why does Buffett like strong brands? It's not because of the funny commercials.The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple's or Coca-Cola's cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.Think about the iPhone and what a big part of people's lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they've been with the brand for a while. And how many times have you heard somebody say they will never drink Pepsi over Coke?Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952811766,"gmtCreate":1674605433556,"gmtModify":1676538948421,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Let it drop&nbsp;down to $210 to buy.!&nbsp;","listText":"Let it drop&nbsp;down to $210 to buy.!&nbsp;","text":"Let it drop down to $210 to buy.!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952811766","repostId":"2306495123","repostType":2,"repost":{"id":"2306495123","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674603819,"share":"https://ttm.financial/m/news/2306495123?lang=&edition=fundamental","pubTime":"2023-01-25 07:43","market":"us","language":"en","title":"Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=2306495123","media":"Dow Jones","summary":"Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Str","content":"<html><head></head><body><p>Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours trading</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0824503f0217521fd863e450d46b66b5\" tg-width=\"700\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><span>Microsoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGES</span></p><p>Microsoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.</p><p>Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.</p><p>Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.</p><p>For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.</p><p>Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.</p><p>Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.</p><p><img src=\"https://static.tigerbbs.com/971139206e2a87539d9529660f5eb038\" tg-width=\"826\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.</p><p>Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.</p><p>“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.</p><p>Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.</p><p>“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.</p><p>Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.</p><p>Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.</p><p>Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.</p><p>Microsoft shares have declined 18.4% in the past 12 months, as the S&amp;P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.</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>Microsoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration</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\">\nMicrosoft Stock Turns Negative After Forecast Misses, CFO Warns About Deceleration\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-25 07:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours trading</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0824503f0217521fd863e450d46b66b5\" tg-width=\"700\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><span>Microsoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGES</span></p><p>Microsoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.</p><p>Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.</p><p>Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.</p><p>For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.</p><p>Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.</p><p>Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.</p><p><img src=\"https://static.tigerbbs.com/971139206e2a87539d9529660f5eb038\" tg-width=\"826\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.</p><p>Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.</p><p>“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.</p><p>Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.</p><p>“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.</p><p>Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.</p><p>Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.</p><p>Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.</p><p>Microsoft shares have declined 18.4% in the past 12 months, as the S&amp;P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4576":"AR","BK4567":"ESG概念","LU0109392836.USD":"富兰克林科技股A","BK4532":"文艺复兴科技持仓","BK4577":"网络游戏","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4528":"SaaS概念","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4579":"人工智能","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4504":"桥水持仓","BK4581":"高盛持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4097":"系统软件","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","MSFT":"微软","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4503":"景林资产持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4538":"云计算","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306495123","content_text":"Microsoft suggests sales in the current quarter will come in at least $1 billion lower than Wall Street expected as December slowdown is projected to continue into new year, gains of 4% and disappear in after-hours tradingMicrosoft Corp. reported fiscal second-quarter earnings Tuesday. AFP/GETTY IMAGESMicrosoft Corp.’s profit declined more than 12% in the holiday season, and executives said Tuesday that a revenue deceleration in December is expected to continue into the new year as the company lays off workers.Microsoft reported fiscal second-quarter earnings of $16.43 billion, or $2.20 a share, a decline from $2.48 a share a year ago. The company also reported that severance, impairment and lease-consolidation costs cost it 12 cents a share, which would lead to adjusted earnings of $2.32 a share; Microsoft executives did not provide adjusted earnings a year ago, and typically stick to GAAP profit readings.Revenue increased to $52.75 billion from $51.7 billion in the holiday quarter of 2022. Analysts on average expected earnings of $2.29 a share on sales of $52.99 billion, according to FactSet.For the current quarter, Microsoft executives expect revenue of $50.5 billion to $51.5 billion, according to guidance provided by Chief Financial Officer Amy Hood in a conference call Tuesday afternoon. Analysts on average were expecting fiscal third-quarter revenue of $52.42 billion, according to FactSet.Hood said that Microsoft observed a slowdown in customer spending in December, and expects that to continue. Azure grew by 38% in constant currency, topping expectations, but Hood said that they exited December in the “mid-30s” after the deceleration, and executives expect that percentage to fall four or five points in the current quarter. Analysts were projecting Azure growth of 27.8% for the quarter, or 33.7% in constant currency, according to FactSet.Microsoft shares gained more than 4% in after-hours trading immediately following the release of the results, but they began to drop after the forecast and December deceleration news were shared. The stock was down 1% as of 8:00 p.m. Eastern.Microsoft’s forecast takes on extra importance this quarter, as analysts believe that businesses slowed down deals at the end of 2022 to cut costs and for other reasons, and Wall Street will want to know if Microsoft expects any deals that didn’t close before the end of the year will be included in the current quarter’s results. Microsoft executives told investors at the end of the last fiscal year that they expect double-digit percentage growth in revenue and operating margins, but a lot has happened since then.Microsoft announced thousands of layoffs last week, part of a wave of job cuts from Big Tech companies that increased their workforces at a rapid pace in the early years of the COVID-19 pandemic. Wall Street analysts believed the move signaled concerns about revenue growth.“We expect that the head-count reduction announcement … will likely be accompanied by a lower revenue outlook for the second half of the FY, but the actions taken by the company are an illustration of how Microsoft can dynamically adjust its cost base to preserve EPS and free cash flow given the macro choppiness,” Evercore ISI analysts wrote in a preview of the earnings, while maintaining an outperform rating and $280 target price on the stock.Microsoft executives hope to provide a rosier outlook with other deals. The day before its earnings report, the company officially announced a long-expected third investment in ChatGPT creator OpenAI, which includes plans to incorporate the technology into services such as Microsoft’s Azure cloud-computing offering and Bing search engine. Microsoft is also still in the process of acquiring videogame-publishing giant Activision Blizzard Inc. for $69 billion, though it is facing pushback from regulators worldwide.“We are particularly keen for updates on this deal, and would pay special attention to what sorts of concessions Microsoft is prepared to make at this point, and at what point the concessions make the deal unattractive to shareholders,” Macquarie Research analysts wrote of the Activision acquisition, while maintaining a neutral rating but decreasing their price target to $232 from $234.Microsoft reported cloud revenue of $21.5 billion, up from $18.33 billion a year ago and narrowly topping the average analyst estimate of $21.43 billion, according to FactSet. Azure grew 31%, while analysts on average were expecting 30.5% growth from the cloud-computing product; Microsoft does not provide full revenue or profit figures for Azure, even though Amazon.com Inc. and Alphabet Inc. provide such results for their rival cloud products.Microsoft’s personal-computer segment recorded $14.2 billion in revenue, down from $17.47 billion in the previous holiday season and missing the average analyst estimate of $14.76 billion. PC shipments suffered their worst decline ever recorded in the holiday season, according to third-party analyses, after a boom in PC sales during 2020 and 2021.Microsoft’s enterprise-software business had sales of $17 billion, up from $15.94 billion a year ago and beating the FactSet analyst consensus of $16.79 billion.Microsoft shares have declined 18.4% in the past 12 months, as the S&P 500 index has dropped 8.9% and the Dow Jones Industrial Average — which counts Microsoft as one of its 30 components — has declined 2.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193252176670880,"gmtCreate":1688210237589,"gmtModify":1688210242452,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Let's go NIO..... Fly....!&nbsp;","listText":"Let's go NIO..... Fly....!&nbsp;","text":"Let's go NIO..... Fly....!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193252176670880","repostId":"1149382350","repostType":4,"repost":{"id":"1149382350","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1688205795,"share":"https://ttm.financial/m/news/1149382350?lang=&edition=fundamental","pubTime":"2023-07-01 18:03","market":"hk","language":"en","title":"NIO Delivers 10,707 Vehicles in June","url":"https://stock-news.laohu8.com/highlight/detail?id=1149382350","media":"Tiger Newspress","summary":"NIO delivered 10,707 vehicles in June 2023NIO delivered 23,520 vehicles in the three months ended June 2023NIO started ramping up deliveries of ET5 Touring and All-New ES8 in June 2023Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023NIO Inc. today announced its June and second quarter 2023 delivery results.NIO delivered 10,707 vehicles in June 2023. The deliveries consisted of 6,383 premium smart electric SUVs, and 4,324 premium smart electric sedans. NIO delivered 23,520","content":"<html><head></head><body><ul><li><p><em>NIO delivered 10,707 vehicles in June 2023</em></p></li><li><p><em>NIO delivered 23,520 vehicles in the three months ended June 2023</em></p></li><li><p><em>NIO started ramping up deliveries of ET5 Touring and All-New ES8 in June 2023</em></p></li><li><p><em>Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023</em></p></li></ul><p>NIO Inc. today announced its June and second quarter 2023 delivery results.</p><p>NIO delivered 10,707 vehicles in June 2023. The deliveries consisted of 6,383 premium smart electric SUVs, and 4,324 premium smart electric sedans. NIO delivered 23,520 vehicles in the second quarter of 2023. Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023.</p><p>On June 15, 2023, NIO launched the ET5 Touring, a smart electric tourer, and started its deliveries the next day. Designed for family users, the ET5 Touring has been crafted with versatile space, and has inherited the exquisite and dynamic design, high-performance genes and advanced intelligent features of its sedan variant ET5, accompanying users to explore future journeys across all scenarios.</p><p>In addition, NIO commenced delivery ramp-up of the All-New ES8, a smart electric flagship SUV on June 28, 2023.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Delivers 10,707 Vehicles in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Delivers 10,707 Vehicles in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-01 18:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><p><em>NIO delivered 10,707 vehicles in June 2023</em></p></li><li><p><em>NIO delivered 23,520 vehicles in the three months ended June 2023</em></p></li><li><p><em>NIO started ramping up deliveries of ET5 Touring and All-New ES8 in June 2023</em></p></li><li><p><em>Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023</em></p></li></ul><p>NIO Inc. today announced its June and second quarter 2023 delivery results.</p><p>NIO delivered 10,707 vehicles in June 2023. The deliveries consisted of 6,383 premium smart electric SUVs, and 4,324 premium smart electric sedans. NIO delivered 23,520 vehicles in the second quarter of 2023. Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023.</p><p>On June 15, 2023, NIO launched the ET5 Touring, a smart electric tourer, and started its deliveries the next day. Designed for family users, the ET5 Touring has been crafted with versatile space, and has inherited the exquisite and dynamic design, high-performance genes and advanced intelligent features of its sedan variant ET5, accompanying users to explore future journeys across all scenarios.</p><p>In addition, NIO commenced delivery ramp-up of the All-New ES8, a smart electric flagship SUV on June 28, 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149382350","content_text":"NIO delivered 10,707 vehicles in June 2023NIO delivered 23,520 vehicles in the three months ended June 2023NIO started ramping up deliveries of ET5 Touring and All-New ES8 in June 2023Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023NIO Inc. today announced its June and second quarter 2023 delivery results.NIO delivered 10,707 vehicles in June 2023. The deliveries consisted of 6,383 premium smart electric SUVs, and 4,324 premium smart electric sedans. NIO delivered 23,520 vehicles in the second quarter of 2023. Cumulative deliveries of NIO vehicles reached 344,117 as of June 30, 2023.On June 15, 2023, NIO launched the ET5 Touring, a smart electric tourer, and started its deliveries the next day. Designed for family users, the ET5 Touring has been crafted with versatile space, and has inherited the exquisite and dynamic design, high-performance genes and advanced intelligent features of its sedan variant ET5, accompanying users to explore future journeys across all scenarios.In addition, NIO commenced delivery ramp-up of the All-New ES8, a smart electric flagship SUV on June 28, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952504501,"gmtCreate":1674793073704,"gmtModify":1676538959090,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"TSLA is king... My only regret is I didn't load up enough&nbsp;at $101....Never mind. Its fine to be here..!&nbsp;","listText":"TSLA is king... My only regret is I didn't load up enough&nbsp;at $101....Never mind. Its fine to be here..!&nbsp;","text":"TSLA is king... My only regret is I didn't load up enough at $101....Never mind. Its fine to be here..!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9952504501","repostId":"1172200631","repostType":2,"repost":{"id":"1172200631","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674783516,"share":"https://ttm.financial/m/news/1172200631?lang=&edition=fundamental","pubTime":"2023-01-27 09:38","market":"us","language":"en","title":"Tesla Surges After Earnings. Here’s What Wall Street Thinks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172200631","media":"Dow Jones","summary":"Tesla posted better-than-expected fourth-quarter net income. The stock is rising, but gains have lit","content":"<html><head></head><body><p>Tesla posted better-than-expected fourth-quarter net income. The stock is rising, but gains have little to do with the past. Investors liked what they heard from the company about the future. So did the Street.</p><p>Wednesday evening, the electric-vehicles giant reported record net income and earnings per share of $1.19. Wall Street was looking for about $1.13 a share.</p><p>Tesla (ticker: TSLA) stock rose 11% Thursday, hitting $160.27 a share. The S&amp;P 500 and Nasdaq Composite were up about 1.1% and 1.8%, respectively.</p><p>“Demand has been the biggest question entering 2023 after recent price cuts and fear of a macro slowdown,” wrote Baird analyst Ben Kallo in a Wednesday report. “Demand [is] still strong and outpacing production capacity.”</p><p>Tesla plans to make about 1.8 million cars in 2023, up from about 1.37 million produced in 2022. CEO Elon Musk said on Thursday evening that orders were outpacing production two to one. All that was enough to sooth investors’ nerves. (Coming into Thursday trading, Tesla stock was down about 34% over the past three months.)</p><p>Kallo rates Tesla shares Buy. His price target is $252 a share. Mizuho analyst Vijay Rakesh also rates shares Buy. His price target is $250 a share.</p><p>Rakesh wrote that quarterly profit margins were better than feared in his Thursday research report. Profit margins were a concern for investors after Tesla offered discounts at the end of 2022 and dramatically cut prices at the start of 2023. Rakesh also pointed out that while prices are coming down, Tesla has cost offsets to help cushion the margin impact—including better utilization at two new manufacturing plants and falling raw material prices.</p><p>“Management commentary suggest [gross profit margins] should remain above the 20% in a single quarter,” wrote Emmanuel Rosner in a Thursday report. The first quarter of 2023 is “positioned to be the trough for the year and margins incrementally improve throughout the year.”</p><p>Tesla produced automotive gross profit margins of about 26% for all of 2022. Rosner rates Tesla stock Buy and has a $220 price target for the shares.</p><p>Cowen analyst Jeffery Osborne rates shares Hold. He took his price target up to $140 from $122 after earnings. He still has concerns about falling vehicle prices and the impact on margins, but noted that Tesla’s energy storage business is looking better than he expected. Tesla deployed 2.5 gigawatt hours of battery storage capacity in the fourth quarter, up 152% year over year.</p><p>BoA Securities analyst John Murphy also rates shares Hold. He called results mixed in a Thursday report, but raised his price target to $150 from $135 a share. “Stock appears fairly priced,” wrote Murphy, adding there is a lot of uncertainty faced by investors regarding the state of the global economy and Musk’s management of Twitter.</p><p>Most of the Street seems fine with Tesla’s numbers. “Solid results and upbeat demand out of the gate,” is how Wedbush analyst Dan Ives characterized the quarter. He rates shares Buy. He took his price target to $200 from $175 after earnings. Tesla’s demand commentary was what bulls wanted to hear, added Ives. “The bears (for now) will go back into hibernation mode,” he noted.</p><p>They will come out of hibernation soon. Next up for Tesla watchers is the company’s event on March 1. Topics will include the next-generation vehicle platform. That should be a lower-priced vehicle that can expand Tesla’s addressable market.</p><p>Overall, about 64% of analysts covering Tesla stock rate shares Buy. It’s the highest Buy-rating ratio the stock has had, according to FactSet. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 58%.</p><p>The average analyst price target is about $206 a share.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Surges After Earnings. Here’s What Wall Street Thinks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Surges After Earnings. Here’s What Wall Street Thinks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-27 09:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla posted better-than-expected fourth-quarter net income. The stock is rising, but gains have little to do with the past. Investors liked what they heard from the company about the future. So did the Street.</p><p>Wednesday evening, the electric-vehicles giant reported record net income and earnings per share of $1.19. Wall Street was looking for about $1.13 a share.</p><p>Tesla (ticker: TSLA) stock rose 11% Thursday, hitting $160.27 a share. The S&amp;P 500 and Nasdaq Composite were up about 1.1% and 1.8%, respectively.</p><p>“Demand has been the biggest question entering 2023 after recent price cuts and fear of a macro slowdown,” wrote Baird analyst Ben Kallo in a Wednesday report. “Demand [is] still strong and outpacing production capacity.”</p><p>Tesla plans to make about 1.8 million cars in 2023, up from about 1.37 million produced in 2022. CEO Elon Musk said on Thursday evening that orders were outpacing production two to one. All that was enough to sooth investors’ nerves. (Coming into Thursday trading, Tesla stock was down about 34% over the past three months.)</p><p>Kallo rates Tesla shares Buy. His price target is $252 a share. Mizuho analyst Vijay Rakesh also rates shares Buy. His price target is $250 a share.</p><p>Rakesh wrote that quarterly profit margins were better than feared in his Thursday research report. Profit margins were a concern for investors after Tesla offered discounts at the end of 2022 and dramatically cut prices at the start of 2023. Rakesh also pointed out that while prices are coming down, Tesla has cost offsets to help cushion the margin impact—including better utilization at two new manufacturing plants and falling raw material prices.</p><p>“Management commentary suggest [gross profit margins] should remain above the 20% in a single quarter,” wrote Emmanuel Rosner in a Thursday report. The first quarter of 2023 is “positioned to be the trough for the year and margins incrementally improve throughout the year.”</p><p>Tesla produced automotive gross profit margins of about 26% for all of 2022. Rosner rates Tesla stock Buy and has a $220 price target for the shares.</p><p>Cowen analyst Jeffery Osborne rates shares Hold. He took his price target up to $140 from $122 after earnings. He still has concerns about falling vehicle prices and the impact on margins, but noted that Tesla’s energy storage business is looking better than he expected. Tesla deployed 2.5 gigawatt hours of battery storage capacity in the fourth quarter, up 152% year over year.</p><p>BoA Securities analyst John Murphy also rates shares Hold. He called results mixed in a Thursday report, but raised his price target to $150 from $135 a share. “Stock appears fairly priced,” wrote Murphy, adding there is a lot of uncertainty faced by investors regarding the state of the global economy and Musk’s management of Twitter.</p><p>Most of the Street seems fine with Tesla’s numbers. “Solid results and upbeat demand out of the gate,” is how Wedbush analyst Dan Ives characterized the quarter. He rates shares Buy. He took his price target to $200 from $175 after earnings. Tesla’s demand commentary was what bulls wanted to hear, added Ives. “The bears (for now) will go back into hibernation mode,” he noted.</p><p>They will come out of hibernation soon. Next up for Tesla watchers is the company’s event on March 1. Topics will include the next-generation vehicle platform. That should be a lower-priced vehicle that can expand Tesla’s addressable market.</p><p>Overall, about 64% of analysts covering Tesla stock rate shares Buy. It’s the highest Buy-rating ratio the stock has had, according to FactSet. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 58%.</p><p>The average analyst price target is about $206 a share.</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":"1172200631","content_text":"Tesla posted better-than-expected fourth-quarter net income. The stock is rising, but gains have little to do with the past. Investors liked what they heard from the company about the future. So did the Street.Wednesday evening, the electric-vehicles giant reported record net income and earnings per share of $1.19. Wall Street was looking for about $1.13 a share.Tesla (ticker: TSLA) stock rose 11% Thursday, hitting $160.27 a share. The S&P 500 and Nasdaq Composite were up about 1.1% and 1.8%, respectively.“Demand has been the biggest question entering 2023 after recent price cuts and fear of a macro slowdown,” wrote Baird analyst Ben Kallo in a Wednesday report. “Demand [is] still strong and outpacing production capacity.”Tesla plans to make about 1.8 million cars in 2023, up from about 1.37 million produced in 2022. CEO Elon Musk said on Thursday evening that orders were outpacing production two to one. All that was enough to sooth investors’ nerves. (Coming into Thursday trading, Tesla stock was down about 34% over the past three months.)Kallo rates Tesla shares Buy. His price target is $252 a share. Mizuho analyst Vijay Rakesh also rates shares Buy. His price target is $250 a share.Rakesh wrote that quarterly profit margins were better than feared in his Thursday research report. Profit margins were a concern for investors after Tesla offered discounts at the end of 2022 and dramatically cut prices at the start of 2023. Rakesh also pointed out that while prices are coming down, Tesla has cost offsets to help cushion the margin impact—including better utilization at two new manufacturing plants and falling raw material prices.“Management commentary suggest [gross profit margins] should remain above the 20% in a single quarter,” wrote Emmanuel Rosner in a Thursday report. The first quarter of 2023 is “positioned to be the trough for the year and margins incrementally improve throughout the year.”Tesla produced automotive gross profit margins of about 26% for all of 2022. Rosner rates Tesla stock Buy and has a $220 price target for the shares.Cowen analyst Jeffery Osborne rates shares Hold. He took his price target up to $140 from $122 after earnings. He still has concerns about falling vehicle prices and the impact on margins, but noted that Tesla’s energy storage business is looking better than he expected. Tesla deployed 2.5 gigawatt hours of battery storage capacity in the fourth quarter, up 152% year over year.BoA Securities analyst John Murphy also rates shares Hold. He called results mixed in a Thursday report, but raised his price target to $150 from $135 a share. “Stock appears fairly priced,” wrote Murphy, adding there is a lot of uncertainty faced by investors regarding the state of the global economy and Musk’s management of Twitter.Most of the Street seems fine with Tesla’s numbers. “Solid results and upbeat demand out of the gate,” is how Wedbush analyst Dan Ives characterized the quarter. He rates shares Buy. He took his price target to $200 from $175 after earnings. Tesla’s demand commentary was what bulls wanted to hear, added Ives. “The bears (for now) will go back into hibernation mode,” he noted.They will come out of hibernation soon. Next up for Tesla watchers is the company’s event on March 1. Topics will include the next-generation vehicle platform. That should be a lower-priced vehicle that can expand Tesla’s addressable market.Overall, about 64% of analysts covering Tesla stock rate shares Buy. It’s the highest Buy-rating ratio the stock has had, according to FactSet. The average Buy-rating ratio for stocks in the S&P 500 is about 58%.The average analyst price target is about $206 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4116569270341752","authorId":"4116569270341752","name":"valentia","avatar":"https://community-static.tradeup.com/news/64f8204fb4e5976eb0c1960943ccb2a2","crmLevel":4,"crmLevelSwitch":1,"idStr":"4116569270341752","authorIdStr":"4116569270341752"},"content":"u have made enough 😆","text":"u have made enough 😆","html":"u have made enough 😆"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987622839,"gmtCreate":1667896369021,"gmtModify":1676537981284,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Oh...my god... I'm struck with another bad stock in Blink.!!&nbsp;","listText":"Oh...my god... I'm struck with another bad stock in Blink.!!&nbsp;","text":"Oh...my god... I'm struck with another bad stock in Blink.!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9987622839","repostId":"2281607077","repostType":2,"repost":{"id":"2281607077","pubTimestamp":1667921641,"share":"https://ttm.financial/m/news/2281607077?lang=&edition=fundamental","pubTime":"2022-11-08 23:34","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2281607077","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>November got off to a rough start last week. The market sputtered, but the same can&#39;t be said for the equities that I figured would be in for a week of hurt. The &#34;three stocks to avoid&#34; in my column last week that I thought were going to lose to the market -- <b>Cinemark Holdings</b>, <b>CVS Health</b>, and <b>Noodles &amp; Co.</b> -- rose 7.6%, climbed 5.7%, and sank 5.2%, respectively, averaging out to a 2.7% ascent.</p><p>The <b>S&amp;P 500</b> experienced a 3.3% move lower. I was wrong. I have still been right in 35 of the past 55 weeks, or 64% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Yeti Holdings</b>, <b>Redfin</b>, and <b><a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Yeti Holdings</b></h2><p>There&#39;s no denying the brand appeal of Yeti. If you&#39;re going to pay a premium for drinkware or a cooler, it&#39;s a fair shot that it will be a Yeti. The next few quarters could still prove challenging, though. The original Yeti, the fictional Himalayan beast, was built for winter, but the same can&#39;t be said about Yeti Holdings. We&#39;re seeing the economy sputter, and suddenly paying $35 for a 20-ounce Yeti tumbler doesn&#39;t seem like such a smart idea. We&#39;ll see how the company is holding up when it reports third-quarter results on Thursday morning.</p><p>Yeti stock plummeted when it last posted fresh financials three months ago. It was a rare miss on both ends of the income statement. Analysts see top-line growth decelerating to 15% this week on negative earnings growth. Declining container costs will help with shipments, but just about everything else -- including, more importantly, consumer demand -- seems to be going the wrong way.</p><p>William Blair analysts met with Yeti&#39;s CEO and CFO in mid-September, walking away encouraged, but less than a week later the CFO surprisingly resigned to find another gig closer to his family&#39;s home. The CFO&#39;s departure went into effect at the end of October. Why didn&#39;t he wait two more weeks to be there for a critical earnings report? The timing was surely a coincidence, but it&#39;s not a good look.</p><p>The long-term potential for Yeti remains strong and the current valuation is attractive. It just has some trends working against it right now. Winter is coming, Yeti.</p><h2><b>2. Redfin</b></h2><p>There&#39;s been more &#34;red&#34; than &#34;fin&#34; to Redfin these days. The stock is now 96% -- yes, 96% -- below the all-time high it hit early last year. Redfin stock is understandably out of favor. The real estate market is cracking from all sides, and Redfin&#39;s business is exposed like an unfinished attic.</p><p>Redfin reports quarterly results on Wednesday afternoon, and it&#39;s going to be problematic. Real estate demand has shriveled up as mortgage rates skyrocket, and lower prices are crushing its home-flipping business. With loss projections widening, it&#39;s easy to fret about the near-term challenges Redfin is facing. Like Yeti, Redfin has strong long-term upside given its current valuation, but there are too many negative catalysts swirling about to get the stock moving higher for now.</p><h2><b>3. Blink Charging</b></h2><p>Another low-priced stock reporting earnings this week that&#39;s going through a rough patch is Blink Charging. Revenue growth has been strong as it builds out its networking of electric-vehicle charging stations, but the top-line results are still microscopic. We&#39;re talking about $35.6 million in trailing revenue. And as far as the stock has fallen, it&#39;s still trading for a stiff 19 times trailing revenue.</p><p>The rub is that Blink Charging is losing a lot of money. It has posted larger-than-expected deficits in back-to-back quarters. Analysts have been widening their projections for red ink. Those same Wall Street pros see Blink Charging at least five years away from profitability. It will gets its say when it announces quarterly results on Tuesday afternoon. It might not have enough juice.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Yeti Holdings, Redfin, and Blink Charging this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</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 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/07/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>November got off to a rough start last week. The market sputtered, but the same can't be said for the equities that I figured would be in for a week of hurt. The \"three stocks to avoid\" in my column ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/07/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLNK":"Blink Charging","YETI":"YETI Holdings Inc.","RDFN":"Redfin Corp"},"source_url":"https://www.fool.com/investing/2022/11/07/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281607077","content_text":"November got off to a rough start last week. The market sputtered, but the same can't be said for the equities that I figured would be in for a week of hurt. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Cinemark Holdings, CVS Health, and Noodles & Co. -- rose 7.6%, climbed 5.7%, and sank 5.2%, respectively, averaging out to a 2.7% ascent.The S&P 500 experienced a 3.3% move lower. I was wrong. I have still been right in 35 of the past 55 weeks, or 64% of the time.Now let's look at the week ahead. I see Yeti Holdings, Redfin, and Blink Charging as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. Yeti HoldingsThere's no denying the brand appeal of Yeti. If you're going to pay a premium for drinkware or a cooler, it's a fair shot that it will be a Yeti. The next few quarters could still prove challenging, though. The original Yeti, the fictional Himalayan beast, was built for winter, but the same can't be said about Yeti Holdings. We're seeing the economy sputter, and suddenly paying $35 for a 20-ounce Yeti tumbler doesn't seem like such a smart idea. We'll see how the company is holding up when it reports third-quarter results on Thursday morning.Yeti stock plummeted when it last posted fresh financials three months ago. It was a rare miss on both ends of the income statement. Analysts see top-line growth decelerating to 15% this week on negative earnings growth. Declining container costs will help with shipments, but just about everything else -- including, more importantly, consumer demand -- seems to be going the wrong way.William Blair analysts met with Yeti's CEO and CFO in mid-September, walking away encouraged, but less than a week later the CFO surprisingly resigned to find another gig closer to his family's home. The CFO's departure went into effect at the end of October. Why didn't he wait two more weeks to be there for a critical earnings report? The timing was surely a coincidence, but it's not a good look.The long-term potential for Yeti remains strong and the current valuation is attractive. It just has some trends working against it right now. Winter is coming, Yeti.2. RedfinThere's been more \"red\" than \"fin\" to Redfin these days. The stock is now 96% -- yes, 96% -- below the all-time high it hit early last year. Redfin stock is understandably out of favor. The real estate market is cracking from all sides, and Redfin's business is exposed like an unfinished attic.Redfin reports quarterly results on Wednesday afternoon, and it's going to be problematic. Real estate demand has shriveled up as mortgage rates skyrocket, and lower prices are crushing its home-flipping business. With loss projections widening, it's easy to fret about the near-term challenges Redfin is facing. Like Yeti, Redfin has strong long-term upside given its current valuation, but there are too many negative catalysts swirling about to get the stock moving higher for now.3. Blink ChargingAnother low-priced stock reporting earnings this week that's going through a rough patch is Blink Charging. Revenue growth has been strong as it builds out its networking of electric-vehicle charging stations, but the top-line results are still microscopic. We're talking about $35.6 million in trailing revenue. And as far as the stock has fallen, it's still trading for a stiff 19 times trailing revenue.The rub is that Blink Charging is losing a lot of money. It has posted larger-than-expected deficits in back-to-back quarters. Analysts have been widening their projections for red ink. Those same Wall Street pros see Blink Charging at least five years away from profitability. It will gets its say when it announces quarterly results on Tuesday afternoon. It might not have enough juice.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Yeti Holdings, Redfin, and Blink Charging this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947815817,"gmtCreate":1682897078439,"gmtModify":1682897083154,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Bring it on... We are going to moon..!!&nbsp;","listText":"Bring it on... We are going to moon..!!&nbsp;","text":"Bring it on... We are going to moon..!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947815817","repostId":"2332200619","repostType":2,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949559140,"gmtCreate":1678773971480,"gmtModify":1678773975325,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Give me a headline inflation 6.4% and core 5.6%.&nbsp;","listText":"Give me a headline inflation 6.4% and core 5.6%.&nbsp;","text":"Give me a headline inflation 6.4% and core 5.6%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949559140","repostId":"2319025769","repostType":2,"repost":{"id":"2319025769","pubTimestamp":1678771855,"share":"https://ttm.financial/m/news/2319025769?lang=&edition=fundamental","pubTime":"2023-03-14 13:30","market":"us","language":"en","title":"Today's Inflation Report Could Be Another Headache for the Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2319025769","media":"MarketWatch","summary":"The next inflation reading, due on Tuesday, is the last significant report on U.S. consumer prices b","content":"<html><head></head><body><p> The next inflation reading, due on Tuesday, is the last significant report on U.S. consumer prices before the Federal Reserve meets on March 21-22 to make its next interest-rate decision. Chaos in the banking sector following two bank failures has reoriented the market’s focus in recent days, but that doesn’t change the importance of the data.</p><p>The U.S. consumer price index (CPI) for February, a key indicator of goods and services inflation, is likely to show that price growth continued to moderate last month, albeit just slightly from January’s level. That suggests the Fed’s effort to tame inflation with higher rates is working, but slowly.</p><p>Economists surveyed by FactSet expect that CPI rose 6% year-over-year in February, a decline from 6.4% in January, with price growth falling to 0.4% month-over-month from 0.5% in January.</p><p>“With the year-over-year change in oil prices falling deeper into the negative territory, a notable slide in the headline CPI rate seems more than normal,” said Charalampos Pissouros, an analyst at broker XM.</p><p>Core CPI, which excludes volatile food and energy costs, likely fell to an annual rate of 5.5% last month from 5.6% in January.</p><p>“Should the core rate slip by more than anticipated, market participants may feel more confident [of] the latest adjustment in their Fed bets,” said Pissouros.</p><p>Those bets refer to investors’ expectations for the U.S. central bank’s next move in rates. The Fed raised rates by 25 basis points in February, compared with a 50-basis-point increase in December and several 75-basis-point increases last year. [A basis point is one hundredth of a percentage point.]</p><p>The rise in interest rates over the past 12 months helped spur a steep stock-market selloff, which resumed in February after stocks rallied in January.</p><p>Prior to last Friday’s failure of Silicon Valley Bank, and regulatory decisions to backstop depositors and open a new lending facility for banks, traders were split in their outlook for the next rate decision. Some expected the Fed to lift the federal funds rate by 25 basis points, and others, by 50 basis points.</p><p>Now, says Quincy Krosby, chief global strategist at LPL Financial, there is “a question as to whether the Fed will lift rates at all,” or announce a pause in the bank’s monthly quantitative tightening program. The Fed might do both, she suggested.</p><p>Monday, the futures market was pricing in a 35% chance that the Fed won’t change interest rates next week, and a 65% chance that it will hike by 25 basis points, according to the CME FedWatch Tool. A half-point rate hike is considered off the table.</p><p>The sharp rise in interest rates over the past year left Silicon Valley Bank sitting with huge unrealized losses on its bond portfolio, including mortgage-backed securities. When the bank was forced to sell some of its holdings, incurring an actual loss of $1.8 billion, depositors fled.</p><p>“A fascinating set up ahead of CPI tomorrow,” Jim Reid, a strategist at Deutsche Bank, said Monday.</p><p>That’s putting it mildly.</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>Today's Inflation Report Could Be Another Headache for the Fed</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\">\nToday's Inflation Report Could Be Another Headache for the Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/february-cpi-inflation-data-report-today-ea428646?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The next inflation reading, due on Tuesday, is the last significant report on U.S. consumer prices before the Federal Reserve meets on March 21-22 to make its next interest-rate decision. Chaos in the...</p>\n\n<a href=\"https://www.marketwatch.com/articles/february-cpi-inflation-data-report-today-ea428646?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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/articles/february-cpi-inflation-data-report-today-ea428646?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319025769","content_text":"The next inflation reading, due on Tuesday, is the last significant report on U.S. consumer prices before the Federal Reserve meets on March 21-22 to make its next interest-rate decision. Chaos in the banking sector following two bank failures has reoriented the market’s focus in recent days, but that doesn’t change the importance of the data.The U.S. consumer price index (CPI) for February, a key indicator of goods and services inflation, is likely to show that price growth continued to moderate last month, albeit just slightly from January’s level. That suggests the Fed’s effort to tame inflation with higher rates is working, but slowly.Economists surveyed by FactSet expect that CPI rose 6% year-over-year in February, a decline from 6.4% in January, with price growth falling to 0.4% month-over-month from 0.5% in January.“With the year-over-year change in oil prices falling deeper into the negative territory, a notable slide in the headline CPI rate seems more than normal,” said Charalampos Pissouros, an analyst at broker XM.Core CPI, which excludes volatile food and energy costs, likely fell to an annual rate of 5.5% last month from 5.6% in January.“Should the core rate slip by more than anticipated, market participants may feel more confident [of] the latest adjustment in their Fed bets,” said Pissouros.Those bets refer to investors’ expectations for the U.S. central bank’s next move in rates. The Fed raised rates by 25 basis points in February, compared with a 50-basis-point increase in December and several 75-basis-point increases last year. [A basis point is one hundredth of a percentage point.]The rise in interest rates over the past 12 months helped spur a steep stock-market selloff, which resumed in February after stocks rallied in January.Prior to last Friday’s failure of Silicon Valley Bank, and regulatory decisions to backstop depositors and open a new lending facility for banks, traders were split in their outlook for the next rate decision. Some expected the Fed to lift the federal funds rate by 25 basis points, and others, by 50 basis points.Now, says Quincy Krosby, chief global strategist at LPL Financial, there is “a question as to whether the Fed will lift rates at all,” or announce a pause in the bank’s monthly quantitative tightening program. The Fed might do both, she suggested.Monday, the futures market was pricing in a 35% chance that the Fed won’t change interest rates next week, and a 65% chance that it will hike by 25 basis points, according to the CME FedWatch Tool. A half-point rate hike is considered off the table.The sharp rise in interest rates over the past year left Silicon Valley Bank sitting with huge unrealized losses on its bond portfolio, including mortgage-backed securities. When the bank was forced to sell some of its holdings, incurring an actual loss of $1.8 billion, depositors fled.“A fascinating set up ahead of CPI tomorrow,” Jim Reid, a strategist at Deutsche Bank, said Monday.That’s putting it mildly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196776714272776,"gmtCreate":1689077074883,"gmtModify":1689082557515,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Where are you guys coming from? How can seeking alpha&nbsp;publish such fear mongering rubbish?&nbsp;","listText":"Where are you guys coming from? How can seeking alpha&nbsp;publish such fear mongering rubbish?&nbsp;","text":"Where are you guys coming from? How can seeking alpha publish such fear mongering rubbish?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196776714272776","repostId":"2350150577","repostType":4,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955916256,"gmtCreate":1675129733176,"gmtModify":1676538978055,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Good to load up&nbsp;at $135 which is fair value for TSLA at the moment...&nbsp;","listText":"Good to load up&nbsp;at $135 which is fair value for TSLA at the moment...&nbsp;","text":"Good to load up at $135 which is fair value for TSLA at the moment...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955916256","repostId":"1147905501","repostType":2,"repost":{"id":"1147905501","pubTimestamp":1675123436,"share":"https://ttm.financial/m/news/1147905501?lang=&edition=fundamental","pubTime":"2023-01-31 08:03","market":"us","language":"en","title":"Tesla: Calm Before The Interest Rate Storm","url":"https://stock-news.laohu8.com/highlight/detail?id=1147905501","media":"Seeking Alpha","summary":"SummaryWe seek to quantify the adverse effect of interest rate increases on demand and pricing power","content":"<html><head></head><body><h2>Summary</h2><ul><li>We seek to quantify the adverse effect of interest rate increases on demand and pricing power for Tesla, Inc.</li><li>We look at some of Musk&#39;s more troubling statements, about Federal Reserve policy, the recession and other overlooked factors.</li><li>Investors may want to stay cautious, as Tesla could face more headwinds than seems obvious, despite last week&#39;s strong rally.</li><li>Despite the strong headwinds, there is still a strong case to be made for Tesla&#39;s future dominance in energy, robotics, AI and self-driving, albeit sacrificing a margin of safety.</li></ul><p><img src=\"https://static.tigerbbs.com/f4d54f6d64a49f3f5870fd3eb35006ad\" tg-width=\"750\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla, Inc. (NASDAQ:TSLA) soared last week after its earnings call, from a low of $101.20 three weeks ago, and rebounded 76.85% to a share price of $178.97. The earnings call contained many subtle, yet very important and alarming clues that seemed to be rather overlooked by most.</p><p>We will explain why investors may want to tread carefully with Tesla, Inc., and perhaps wait for volatility to subside, due to the impact of higher interest rates and an impending consumer recession, which has not yet fully sunk in.</p><h2>Demand Headwinds?</h2><p>In terms of demand, the question right now is not necessarily whether Tesla will have enough demand, but rather how much pricing power they have vis-à-vis their 2023 output. Gross margin is a very important factor in that calculation.</p><p>If we look at Tesla&#39;sgross margins, they peaked at 32.9% in Q1 2022, and dropped to about 25.9% in Q4. That&#39;s quite a difference, because in Q1 Tesla did $16.86BN in sales, and $21.31BN in Q4, but made the same gross revenue attributable to such margin decline. Fortunately, Tesla has tremendous operating leverage, with OpEx. remaining almost miraculously flat over the past few years.</p><p><img src=\"https://static.tigerbbs.com/929b45b1bb1ca3ceeee75edbdbe8ccb8\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TIKR Terminal</p><p>But the reduction in gross margin does signal to us that demand may not be as elastic as previously estimated by Tesla executives. We think thenext platform, where we could see vehicles produced for $25,000 or $30,000, will be crucial if Tesla wants to drive up profits, and make up for it in volume, given that the market for premium EVs is only so big.</p><p>As for margins, an analyst asked during the call about rumors that gross margins for cars would fall below 20% and that the average selling price (ASP) would fall below $47,000 after price cuts, to which management replied:</p><blockquote>So there is certainly a lot of uncertainty about how the year will unfold, but I&#39;ll share what&#39;s in our current forecast for a moment. So based upon these metrics here, we believe that we&#39;ll be above both of the metrics that are stated in the question, so 20% automotive gross margin, excluding leases and rent credits and then $47,000 ASP across all models. (Zachary Kirkhorn, CFO)</blockquote><p>Management also confirmed its intentions to produce 1.8 million vehicles by 2023, so we take all those 3 parameters in this valuation to set out the low bar of what Tesla definitely expects to deliver in terms of results. We think this is a conservative approach given the many uncertainties. At 1.8 million units, an ASP of $47k and a gross margin of 20%, that would mean $16.92BN in gross profit. If OpEx increased linearly as it has over the past 2 years, we would expect about $8BN in OpEx, which would bring operating income to about $8.92BN.</p><p>In our view, that is a scenario that could play out in a fairly severe recession, but it has been set as a benchmark by Tesla itself, which they could certainly beat. The reason we put that scenario on the table is mostly due toour foresightabout where the economy is going, and Elon Musk&#39;s comments. Currently, in terms of car sales, bothin Europeandthe U.S., things don&#39;t look so bleak. Fortunately, EVs are the least dirty shirt of all, still going strong.</p><p><img src=\"https://static.tigerbbs.com/91b93ec37a29e3b4ee254dce4c9a4efc\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TIKR Terminal</p><p>We think Elon has also already given some small hints about what the automotive landscape looks like at the moment, sort of implying that he would not be surprised if Tesla shares fell to &#34;surprisingly low levels.&#34;</p><blockquote>As I said in the last call, there&#39;s going to be bumps along the way and we&#39;ll probably have a pretty difficult recession this year, probably. I hope not, but probably. And so, one can&#39;t predict the short-term sort of stock value, because when there&#39;s a recession and people panic and the stock market then prices of stocks, worth<b>value of stocks can drop sometimes to surprisingly low levels</b>. (Emphasis added.)</blockquote><p>About a recession, he had the following to say:</p><blockquote>Yes. My guess is, if there is --<b>if the recession is a serious one and I think it probably will be</b>, but I hope it isn&#39;t, that would lead to meaningful decreases in almost all of our input costs. So we expect to see deflation in our input costs most likely, which would then lead to, yes, better margin. I&#39;m just guessing here. So, this is -- that would be my guess. (Emphasis added.)</blockquote><p>Consequently, Elon Musk also thinks the U.S. is on the brink of a severe recession. Despite such comments, investors did not seem to act cautiously, especially after seeing the stock rise 75%+ in no time.</p><p>We think this volatility will persist. On the other hand, there is a possibility, that when we enter a recession, commodity prices tend to fall, as Elon thinks. On the other hand,according to strategists, commodity price inflation accelerates the world&#39;s transition away from fossil fuels by making renewables more competitive.</p><p><img src=\"https://static.tigerbbs.com/e879cc424aa6818a93210c38629c1b5a\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>We doubt that statement a bit, because the demand for certain commodities such as lithium and copper has a very different dynamic now than in the past, while the demand for lithium-ion batteries and energy storage currently seems essentially infinite. Tesla itself is working toward 1,000 GWh.</p><p>That&#39;s still a long way off, as production of 1.31 million vehicles in 2022 would have required about 100 GWh+, according to our estimate. If Tesla were to exponentially double its lithium production, along with every other automaker, we believe it would be difficult to see production drop significantly, as we believe demand will continue to outstrip supply for quite some time.</p><p>However, management also seems to believe that these types of commodities are expected to remain high in 2023.</p><blockquote>On the raw materials and inflation side, where<b>lithium is the large driver there and this was a meaningful source of cost increase for us, we&#39;ll have to see where lithium prices go</b>. And we&#39;re not fully exposed to lithium prices, but I think in general, is what we&#39;ve seen from our forecast here, cost per car of lithium in 2023 will be higher than 2022. So that&#39;s a headwind that would have to be overcome to return back to those levels. (Emphasis added.)</blockquote><h2>Near-Term Valuation</h2><p>In the field of investing, there is a well-known saying that goes: look down, not up. This implies that investors should always strive to minimize the loss of principal. With that in mind, we will examine what the downside might look like under stressful conditions, as we saw in late 2022.</p><p>The usual indicators of economic turmoil, such as the 2-10-year yield curve or the3-month 10-yearyield curve, are deeply inverted, most since the 1980s. Combined with two consecutive quarters of negative GDP and a large amount of excess liquidity being withdrawn from the monetary system, and thelong and variable lagsof monetary policy, this will create interesting conditions in the 2H 2022.</p><p><img src=\"https://static.tigerbbs.com/2a429bb67866c69349254583b0022343\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Federal Reserve (FRED)</p><p>However, going back to the bear case of about $8.92BN in operating income, we think investors are still willing to assign a higher multiple to the stock, as has been the case in the past. Tesla has always traded at a premium, whether that is because of its growth or an upbeat outlook is for another debate.</p><p>At a multiple of 30x, the stock would come out at $267.6BN, or only $84.74 in a rather worst-case scenario, closer to the $101.20 of 3 weeks ago. However, there is something to be said that it could be even lower if we look at statistics such as free cash flow. Tesla generated $7.6BN in FCF, currently trading at nearly 74x 2022 FCF, while it had industry-leading margins especially in 1H.</p><p>It is hard to find other companies at the same level as Tesla, producing the same output when it comes to EVs. In our opinion, BYD (OTCPK:BYDDF) comes closest to Tesla,which produced911,140 EVs with pure batteries, or 1.86 million total plug-in vehicles. We understand that Chinese companies have been trading at a discount to U.S. stocks lately, due to geopolitical factors, although the discrepancy with Tesla is much larger compared to, say, other U.S. tech stocks versus Chinese tech stocks. TheHang Senghas a P/E ratio of 12.43 compared to21.76 for the S&amp;P 500(SPY).</p><p>On an LTM basis, BYD had $6.15BN in FCF, similar to Tesla as you can see in the chart below, but the company only hasa market capof $106.7BN. This means that, taking into account the U.S. stock premium, some might justify a valuation closer to $200BN, in times of distress. Or, as Musk would say, in a recession &#34;the value of stocks can sometimes fall to surprisingly low levels.&#34;</p><p><img src=\"https://static.tigerbbs.com/4bdc9e9abcaea70f14ab8b7b1a7546dc\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TIKR Terminal</p><p>If it ever gets close to BYD&#39;s relative valuation, and that bridge is closed, we do not rule out a scenario in which Tesla could touch that $200BN market cap, or $63.34 per share. That is mainly why we are currently giving a hold rating, because the risk of losing principal in the short to medium term could be quite high, in a market that is still in its early stages.</p><p>We have also not yet seen the impact of competition on margins, as they are extremelyslow in their transitionto EVs, not counting certain Chinese EV manufacturers. Here&#39;s what management had to say about their Chinese competitors:</p><blockquote>In the vehicle space, even though the market is shrinking, we&#39;re growing and EVs have doubled almost year-over-year. So, like it ever keeps up with the trend of EVs is going to be our competitor.<b>The Chinese are scary; we always say that</b>. (Emphasis added.)</blockquote><p>Elon also gave his input:</p><blockquote>I think we have a lot of respect for the car companies in China. They are the most competitive in the world, that is our experience and the Chinese market, it is the most competitive. They work the hardest and they work the smartest, that&#39;s so for the China car companies that we&#39;re competing against. And so we would guess, there are probably some company out of China<b>as the most likely to be second to Tesla</b>. (Emphasis added.)</blockquote><p>The issue of a buyback has also been on the table since Tesla was trading well above $200 but did not break through because they wanted to play it safe, with a potentially severe recession around the corner. About their $20BN balance sheet, he had the following to say:</p><blockquote>The cash is earning a ridiculous return, a good return. So it&#39;s like nontrivial. And the interest rate actually in the $20 billion is earning like quite a good amount.</blockquote><p><img src=\"https://static.tigerbbs.com/b02559674a92712ba5d9641d9bdfc757\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>On the one hand, it seems a bit paradoxical to us. Currently, the highestinterest rateis 4.79% on a 6-month Treasury note, it&#39;s a bit strange to call that a good amount compared to the promised 50% revenue growth from Elon and his team. Though, we can totally see why Tesla doesn&#39;t want to do a buyback after the bouts they had in2008and2018, nearly bankrupt.</p><p>But having no confidence inissuing a buyback, and havingsold $40BNworth of shares himself, doesn&#39;t exactly scream downside protection and &#34;extremely undervalued&#34; stock to us.</p><p>Interest Rate Headwinds</p><p>About interest rates and the Federal Reserve, Elon had something remarkable to say toward the end of the talk that we don&#39;t think anyone really spoke about. He said the following:</p><blockquote>I&#39;ve made this point on Twitter a few times. I&#39;m sure a lot of people on this call understand the fact -- the basic value of a security is a function of the risk-free rate or<b>we&#39;ll see how risk-free it really is</b>but the T-bill rate. So if you&#39;ve got -- I think the -- I recall correctly, the S&amp;P 500 has a long-term rate of return of roughly 6%. And so I think that needs to be very cautious about having Fed rates that potentially exceeds 6%. (Emphasis added.)</blockquote><p>The suggestion that &#34;we&#39;ll see how risk-free it really is&#34; caught us somewhat by surprise, but it does confirm that serious economic turmoil is imminent. Or perhaps it refers to ahypothetical first defaultby the U.S. of the $31.4T debt ceiling recently reached.</p><p>Outside an economic downturn, we personally consider it likely that other events will occur as unintended consequences, such as a liquidity crunch like March 2020, turmoil in the Treasury market or something that might break through, such as the shadow banking/ Eurodollar system. Ray Dalio also warnedearlier this weekthat the dollar-dominated world order is &#34;fading.&#34;</p><p>So when it comes to policy mistakes, we believe the risks are higher than ever. Remember that interest rate hikes take at least12 monthsto have a widespread economic effect, and 18 months to be fully felt. Inflation is already starting to fall, and these increases at a record pace are not likely to be fully felt until 2H 2023. It may be in the interest of Tesla and the economy if the Fed proceeds cautiously.</p><p><img src=\"https://static.tigerbbs.com/5aa0af10c51a1332ede890af1bed82d7\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Federal Reserve (FRED)</p><p>Interest rates and auto loans, as a function of GDP, at about 5.5% of GDP, have almost never been higher. Consumer debt in general is at historically high levels. The impact of a Federal Funds rate above 5% can be felt harder, knowing that in the past, debt was much lower than GDP when interest rates were even higher.</p><p>Applying this specifically to Tesla, there is a significant headwind that these higher rates create. We have not yet experienced interest rates being raised this far from near zero, but the effect on auto loans is already starting to be felt.</p><p>The chart below shows the correlation between the Federal Funds Rate in red, thefinancing rateon 48-month auto loans in blue and total auto sales in green.</p><p><img src=\"https://static.tigerbbs.com/4f8932fd5b55cac7c05931b71c9d768c\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Federal Reserve (FRED)</p><p>The first thing to note is that there is usually a 3% spread between Federal Funds and loan rates, unless the interest rate is close to zero. If we have a Federal Funds rate of 5%, it is reasonable to estimate that loan rates will be near 8%, if not higher.</p><p>Auto loans have been around 4.5% for the past 8 years. That difference will be felt. For example, if we take a standard Model Y, at 4.5% you would end up paying about $7,880 in interest, versus $14,470.</p><p><img src=\"https://static.tigerbbs.com/93e566a927b8e559d42c884c638f4cbc\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Auto Loan Calculator</p><p>That&#39;s a difference of about $6590, or a 10.45% increase in the total price when purchased with a loan, due to higher rates. Without taking into account the possibility of declining car sales due to higher unemployment, etc.</p><p><img src=\"https://static.tigerbbs.com/8a41a6ef086dc379f5059a0879c5c176\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Auto Loan Calculator</p><p>On Tesla&#39;s website in the US you can currently get an APR of 5.34%, and in the EU we could find a rate of about 2% APR on a standard Model Y. For people with lower credit scores trying to buyan affordable car, the impact is even greater. As the Fedand ECBcontinue to raise interest rates, we see this as a serious headwind.</p><blockquote>As you raise the price, the percentage of people that can afford the car starts to drop exponentially. (Elon Musk,Tesla owners Silicon Valley podcast)</blockquote><h2>Energy Is Currency</h2><p>Aside from the relative valuation and near-term headwinds, we also would not sell or short Tesla at these prices. With near infinite demand for green and renewable energy storage, Tesla&#39;s headwinds in vehicle demand may soon turn into tailwinds as an energy manufacturer.</p><p>For reference, over the past more than 10 years, the cost of lithium-ion batteries has fallen, according to Wright&#39;s Law. That means that for every cumulative doubling of the number of units produced, the cost falls by a constant percentage. At about $100/kWh, EVs reach the samesticker priceas internal combustion vehicles, and it no longer becomes economically justifiable to buy those ICE vehicles, since both the initial selling price and the cost of ownership are cheaper for EVs.</p><p><img src=\"https://static.tigerbbs.com/70b7b82478006efc000031a08f00eabe\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s Graph (Bloomberg Data)</p><p>Prices currentlyaverage $151/kWh, although some manufacturers in China were already close to $100/kWh by 2022. Recently, commodity prices have heavily depressed the natural decline in battery cell prices. During the Q3 earnings call, Elon Musk told investors that once the 4680 battery cell is fully integrated, he believes there is a path to $70 per kWh cell.</p><p><img src=\"https://static.tigerbbs.com/28a9861bf0db45a6592fb4d1869c5131\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg</p><p>What&#39;s crazy is that, with the &#34;inflation reduction act&#34;, Tesla as a manufacturer of battery cells could receive credits worth $35/kWh. They currently work together with Panasonic and had this to say:</p><blockquote>In the case of Panasonic domestic manufacturing, we&#39;re splitting the value of the credits. So it -- the value of credits this year will not be gigantic, but I think it could be gigantic -- we think it probably will be very significant in the future. (Elon Musk, Q4)</blockquote><p>At 500 GWh, for example, those credits alone would be worth $17.5BN. Not only would that be a game changer, it would make Tesla one of the leaders in mass production of batteries. We think this is crucial, because we firmly believe that the future will be a combination ofbattery cells, wind and solar.</p><p>This could certainly be a case like Amazon, which some analysts were bearish about in the early 2000s because Amazon&#39;s business model then had low margins as an Internet wholesaler. Just as Tesla could see its margins shrink, we believe they will continue to use their cash flow and technological edge to expand as a conglomerate in the areas of energy, robotics, artificial and perhaps self-driving.</p><p>In Tesla&#39;s case, it&#39;s a positive feedback loop, even in terms of AI and computing power. Even if it fails to maintain its industry-leading operating margins, they still have the benefit of their AI, data collection, energy and manufacturing/ automation. When training AI models, if you have access to a world-class team, renewable energy,computing(Dojo) and robotics, you are well-prepared to lead in the AI race as well.</p><blockquote>As we mentioned many times before, we want to be the best manufacturer. But really, manufacturing technology will be our most important long-term strength. (Elon Musk, Q4 Call)</blockquote><h2>The Bottom Line</h2><p>With a consumer recession around the corner, ahawkish Fed, and uncertainty surrounding Tesla&#39;s pricing power, it may be a good idea to exercise some caution and not chase trends and volatility. On the other hand, much can be said about Tesla&#39;s important long-term outlook.</p><p>One thing is certain: if it&#39;s bad for Tesla, imagine what it will be like for all the other legacy car manufacturers who riddled in debt and have not been in this situation since before 2008.... Here is a quote from the earnings call to sum everything up, about if interest rates were to get closer to 6%:</p><blockquote>Basically, the Fed is the risk of crushing the value of all equities, which is quite a serious, danger. (Elon Musk, Q4 Call)</blockquote></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Calm Before The Interest Rate Storm</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Calm Before The Interest Rate Storm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573523-tesla-calm-before-the-interest-rate-storm><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe seek to quantify the adverse effect of interest rate increases on demand and pricing power for Tesla, Inc.We look at some of Musk's more troubling statements, about Federal Reserve policy, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4573523-tesla-calm-before-the-interest-rate-storm\">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://seekingalpha.com/article/4573523-tesla-calm-before-the-interest-rate-storm","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147905501","content_text":"SummaryWe seek to quantify the adverse effect of interest rate increases on demand and pricing power for Tesla, Inc.We look at some of Musk's more troubling statements, about Federal Reserve policy, the recession and other overlooked factors.Investors may want to stay cautious, as Tesla could face more headwinds than seems obvious, despite last week's strong rally.Despite the strong headwinds, there is still a strong case to be made for Tesla's future dominance in energy, robotics, AI and self-driving, albeit sacrificing a margin of safety.Tesla, Inc. (NASDAQ:TSLA) soared last week after its earnings call, from a low of $101.20 three weeks ago, and rebounded 76.85% to a share price of $178.97. The earnings call contained many subtle, yet very important and alarming clues that seemed to be rather overlooked by most.We will explain why investors may want to tread carefully with Tesla, Inc., and perhaps wait for volatility to subside, due to the impact of higher interest rates and an impending consumer recession, which has not yet fully sunk in.Demand Headwinds?In terms of demand, the question right now is not necessarily whether Tesla will have enough demand, but rather how much pricing power they have vis-à-vis their 2023 output. Gross margin is a very important factor in that calculation.If we look at Tesla'sgross margins, they peaked at 32.9% in Q1 2022, and dropped to about 25.9% in Q4. That's quite a difference, because in Q1 Tesla did $16.86BN in sales, and $21.31BN in Q4, but made the same gross revenue attributable to such margin decline. Fortunately, Tesla has tremendous operating leverage, with OpEx. remaining almost miraculously flat over the past few years.TIKR TerminalBut the reduction in gross margin does signal to us that demand may not be as elastic as previously estimated by Tesla executives. We think thenext platform, where we could see vehicles produced for $25,000 or $30,000, will be crucial if Tesla wants to drive up profits, and make up for it in volume, given that the market for premium EVs is only so big.As for margins, an analyst asked during the call about rumors that gross margins for cars would fall below 20% and that the average selling price (ASP) would fall below $47,000 after price cuts, to which management replied:So there is certainly a lot of uncertainty about how the year will unfold, but I'll share what's in our current forecast for a moment. So based upon these metrics here, we believe that we'll be above both of the metrics that are stated in the question, so 20% automotive gross margin, excluding leases and rent credits and then $47,000 ASP across all models. (Zachary Kirkhorn, CFO)Management also confirmed its intentions to produce 1.8 million vehicles by 2023, so we take all those 3 parameters in this valuation to set out the low bar of what Tesla definitely expects to deliver in terms of results. We think this is a conservative approach given the many uncertainties. At 1.8 million units, an ASP of $47k and a gross margin of 20%, that would mean $16.92BN in gross profit. If OpEx increased linearly as it has over the past 2 years, we would expect about $8BN in OpEx, which would bring operating income to about $8.92BN.In our view, that is a scenario that could play out in a fairly severe recession, but it has been set as a benchmark by Tesla itself, which they could certainly beat. The reason we put that scenario on the table is mostly due toour foresightabout where the economy is going, and Elon Musk's comments. Currently, in terms of car sales, bothin Europeandthe U.S., things don't look so bleak. Fortunately, EVs are the least dirty shirt of all, still going strong.TIKR TerminalWe think Elon has also already given some small hints about what the automotive landscape looks like at the moment, sort of implying that he would not be surprised if Tesla shares fell to \"surprisingly low levels.\"As I said in the last call, there's going to be bumps along the way and we'll probably have a pretty difficult recession this year, probably. I hope not, but probably. And so, one can't predict the short-term sort of stock value, because when there's a recession and people panic and the stock market then prices of stocks, worthvalue of stocks can drop sometimes to surprisingly low levels. (Emphasis added.)About a recession, he had the following to say:Yes. My guess is, if there is --if the recession is a serious one and I think it probably will be, but I hope it isn't, that would lead to meaningful decreases in almost all of our input costs. So we expect to see deflation in our input costs most likely, which would then lead to, yes, better margin. I'm just guessing here. So, this is -- that would be my guess. (Emphasis added.)Consequently, Elon Musk also thinks the U.S. is on the brink of a severe recession. Despite such comments, investors did not seem to act cautiously, especially after seeing the stock rise 75%+ in no time.We think this volatility will persist. On the other hand, there is a possibility, that when we enter a recession, commodity prices tend to fall, as Elon thinks. On the other hand,according to strategists, commodity price inflation accelerates the world's transition away from fossil fuels by making renewables more competitive.Data byYChartsWe doubt that statement a bit, because the demand for certain commodities such as lithium and copper has a very different dynamic now than in the past, while the demand for lithium-ion batteries and energy storage currently seems essentially infinite. Tesla itself is working toward 1,000 GWh.That's still a long way off, as production of 1.31 million vehicles in 2022 would have required about 100 GWh+, according to our estimate. If Tesla were to exponentially double its lithium production, along with every other automaker, we believe it would be difficult to see production drop significantly, as we believe demand will continue to outstrip supply for quite some time.However, management also seems to believe that these types of commodities are expected to remain high in 2023.On the raw materials and inflation side, wherelithium is the large driver there and this was a meaningful source of cost increase for us, we'll have to see where lithium prices go. And we're not fully exposed to lithium prices, but I think in general, is what we've seen from our forecast here, cost per car of lithium in 2023 will be higher than 2022. So that's a headwind that would have to be overcome to return back to those levels. (Emphasis added.)Near-Term ValuationIn the field of investing, there is a well-known saying that goes: look down, not up. This implies that investors should always strive to minimize the loss of principal. With that in mind, we will examine what the downside might look like under stressful conditions, as we saw in late 2022.The usual indicators of economic turmoil, such as the 2-10-year yield curve or the3-month 10-yearyield curve, are deeply inverted, most since the 1980s. Combined with two consecutive quarters of negative GDP and a large amount of excess liquidity being withdrawn from the monetary system, and thelong and variable lagsof monetary policy, this will create interesting conditions in the 2H 2022.Federal Reserve (FRED)However, going back to the bear case of about $8.92BN in operating income, we think investors are still willing to assign a higher multiple to the stock, as has been the case in the past. Tesla has always traded at a premium, whether that is because of its growth or an upbeat outlook is for another debate.At a multiple of 30x, the stock would come out at $267.6BN, or only $84.74 in a rather worst-case scenario, closer to the $101.20 of 3 weeks ago. However, there is something to be said that it could be even lower if we look at statistics such as free cash flow. Tesla generated $7.6BN in FCF, currently trading at nearly 74x 2022 FCF, while it had industry-leading margins especially in 1H.It is hard to find other companies at the same level as Tesla, producing the same output when it comes to EVs. In our opinion, BYD (OTCPK:BYDDF) comes closest to Tesla,which produced911,140 EVs with pure batteries, or 1.86 million total plug-in vehicles. We understand that Chinese companies have been trading at a discount to U.S. stocks lately, due to geopolitical factors, although the discrepancy with Tesla is much larger compared to, say, other U.S. tech stocks versus Chinese tech stocks. TheHang Senghas a P/E ratio of 12.43 compared to21.76 for the S&P 500(SPY).On an LTM basis, BYD had $6.15BN in FCF, similar to Tesla as you can see in the chart below, but the company only hasa market capof $106.7BN. This means that, taking into account the U.S. stock premium, some might justify a valuation closer to $200BN, in times of distress. Or, as Musk would say, in a recession \"the value of stocks can sometimes fall to surprisingly low levels.\"TIKR TerminalIf it ever gets close to BYD's relative valuation, and that bridge is closed, we do not rule out a scenario in which Tesla could touch that $200BN market cap, or $63.34 per share. That is mainly why we are currently giving a hold rating, because the risk of losing principal in the short to medium term could be quite high, in a market that is still in its early stages.We have also not yet seen the impact of competition on margins, as they are extremelyslow in their transitionto EVs, not counting certain Chinese EV manufacturers. Here's what management had to say about their Chinese competitors:In the vehicle space, even though the market is shrinking, we're growing and EVs have doubled almost year-over-year. So, like it ever keeps up with the trend of EVs is going to be our competitor.The Chinese are scary; we always say that. (Emphasis added.)Elon also gave his input:I think we have a lot of respect for the car companies in China. They are the most competitive in the world, that is our experience and the Chinese market, it is the most competitive. They work the hardest and they work the smartest, that's so for the China car companies that we're competing against. And so we would guess, there are probably some company out of Chinaas the most likely to be second to Tesla. (Emphasis added.)The issue of a buyback has also been on the table since Tesla was trading well above $200 but did not break through because they wanted to play it safe, with a potentially severe recession around the corner. About their $20BN balance sheet, he had the following to say:The cash is earning a ridiculous return, a good return. So it's like nontrivial. And the interest rate actually in the $20 billion is earning like quite a good amount.Data byYChartsOn the one hand, it seems a bit paradoxical to us. Currently, the highestinterest rateis 4.79% on a 6-month Treasury note, it's a bit strange to call that a good amount compared to the promised 50% revenue growth from Elon and his team. Though, we can totally see why Tesla doesn't want to do a buyback after the bouts they had in2008and2018, nearly bankrupt.But having no confidence inissuing a buyback, and havingsold $40BNworth of shares himself, doesn't exactly scream downside protection and \"extremely undervalued\" stock to us.Interest Rate HeadwindsAbout interest rates and the Federal Reserve, Elon had something remarkable to say toward the end of the talk that we don't think anyone really spoke about. He said the following:I've made this point on Twitter a few times. I'm sure a lot of people on this call understand the fact -- the basic value of a security is a function of the risk-free rate orwe'll see how risk-free it really isbut the T-bill rate. So if you've got -- I think the -- I recall correctly, the S&P 500 has a long-term rate of return of roughly 6%. And so I think that needs to be very cautious about having Fed rates that potentially exceeds 6%. (Emphasis added.)The suggestion that \"we'll see how risk-free it really is\" caught us somewhat by surprise, but it does confirm that serious economic turmoil is imminent. Or perhaps it refers to ahypothetical first defaultby the U.S. of the $31.4T debt ceiling recently reached.Outside an economic downturn, we personally consider it likely that other events will occur as unintended consequences, such as a liquidity crunch like March 2020, turmoil in the Treasury market or something that might break through, such as the shadow banking/ Eurodollar system. Ray Dalio also warnedearlier this weekthat the dollar-dominated world order is \"fading.\"So when it comes to policy mistakes, we believe the risks are higher than ever. Remember that interest rate hikes take at least12 monthsto have a widespread economic effect, and 18 months to be fully felt. Inflation is already starting to fall, and these increases at a record pace are not likely to be fully felt until 2H 2023. It may be in the interest of Tesla and the economy if the Fed proceeds cautiously.Federal Reserve (FRED)Interest rates and auto loans, as a function of GDP, at about 5.5% of GDP, have almost never been higher. Consumer debt in general is at historically high levels. The impact of a Federal Funds rate above 5% can be felt harder, knowing that in the past, debt was much lower than GDP when interest rates were even higher.Applying this specifically to Tesla, there is a significant headwind that these higher rates create. We have not yet experienced interest rates being raised this far from near zero, but the effect on auto loans is already starting to be felt.The chart below shows the correlation between the Federal Funds Rate in red, thefinancing rateon 48-month auto loans in blue and total auto sales in green.Federal Reserve (FRED)The first thing to note is that there is usually a 3% spread between Federal Funds and loan rates, unless the interest rate is close to zero. If we have a Federal Funds rate of 5%, it is reasonable to estimate that loan rates will be near 8%, if not higher.Auto loans have been around 4.5% for the past 8 years. That difference will be felt. For example, if we take a standard Model Y, at 4.5% you would end up paying about $7,880 in interest, versus $14,470.Auto Loan CalculatorThat's a difference of about $6590, or a 10.45% increase in the total price when purchased with a loan, due to higher rates. Without taking into account the possibility of declining car sales due to higher unemployment, etc.Auto Loan CalculatorOn Tesla's website in the US you can currently get an APR of 5.34%, and in the EU we could find a rate of about 2% APR on a standard Model Y. For people with lower credit scores trying to buyan affordable car, the impact is even greater. As the Fedand ECBcontinue to raise interest rates, we see this as a serious headwind.As you raise the price, the percentage of people that can afford the car starts to drop exponentially. (Elon Musk,Tesla owners Silicon Valley podcast)Energy Is CurrencyAside from the relative valuation and near-term headwinds, we also would not sell or short Tesla at these prices. With near infinite demand for green and renewable energy storage, Tesla's headwinds in vehicle demand may soon turn into tailwinds as an energy manufacturer.For reference, over the past more than 10 years, the cost of lithium-ion batteries has fallen, according to Wright's Law. That means that for every cumulative doubling of the number of units produced, the cost falls by a constant percentage. At about $100/kWh, EVs reach the samesticker priceas internal combustion vehicles, and it no longer becomes economically justifiable to buy those ICE vehicles, since both the initial selling price and the cost of ownership are cheaper for EVs.Author's Graph (Bloomberg Data)Prices currentlyaverage $151/kWh, although some manufacturers in China were already close to $100/kWh by 2022. Recently, commodity prices have heavily depressed the natural decline in battery cell prices. During the Q3 earnings call, Elon Musk told investors that once the 4680 battery cell is fully integrated, he believes there is a path to $70 per kWh cell.BloombergWhat's crazy is that, with the \"inflation reduction act\", Tesla as a manufacturer of battery cells could receive credits worth $35/kWh. They currently work together with Panasonic and had this to say:In the case of Panasonic domestic manufacturing, we're splitting the value of the credits. So it -- the value of credits this year will not be gigantic, but I think it could be gigantic -- we think it probably will be very significant in the future. (Elon Musk, Q4)At 500 GWh, for example, those credits alone would be worth $17.5BN. Not only would that be a game changer, it would make Tesla one of the leaders in mass production of batteries. We think this is crucial, because we firmly believe that the future will be a combination ofbattery cells, wind and solar.This could certainly be a case like Amazon, which some analysts were bearish about in the early 2000s because Amazon's business model then had low margins as an Internet wholesaler. Just as Tesla could see its margins shrink, we believe they will continue to use their cash flow and technological edge to expand as a conglomerate in the areas of energy, robotics, artificial and perhaps self-driving.In Tesla's case, it's a positive feedback loop, even in terms of AI and computing power. Even if it fails to maintain its industry-leading operating margins, they still have the benefit of their AI, data collection, energy and manufacturing/ automation. When training AI models, if you have access to a world-class team, renewable energy,computing(Dojo) and robotics, you are well-prepared to lead in the AI race as well.As we mentioned many times before, we want to be the best manufacturer. But really, manufacturing technology will be our most important long-term strength. (Elon Musk, Q4 Call)The Bottom LineWith a consumer recession around the corner, ahawkish Fed, and uncertainty surrounding Tesla's pricing power, it may be a good idea to exercise some caution and not chase trends and volatility. On the other hand, much can be said about Tesla's important long-term outlook.One thing is certain: if it's bad for Tesla, imagine what it will be like for all the other legacy car manufacturers who riddled in debt and have not been in this situation since before 2008.... Here is a quote from the earnings call to sum everything up, about if interest rates were to get closer to 6%:Basically, the Fed is the risk of crushing the value of all equities, which is quite a serious, danger. (Elon Musk, Q4 Call)","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963700324,"gmtCreate":1668745553069,"gmtModify":1676538107262,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"One more 75 basis points please, I want to loose and then buy more. 😆&nbsp;","listText":"One more 75 basis points please, I want to loose and then buy more. 😆&nbsp;","text":"One more 75 basis points please, I want to loose and then buy more. 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963700324","repostId":"1103280772","repostType":2,"repost":{"id":"1103280772","pubTimestamp":1668736676,"share":"https://ttm.financial/m/news/1103280772?lang=&edition=fundamental","pubTime":"2022-11-18 09:57","market":"us","language":"en","title":"Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On","url":"https://stock-news.laohu8.com/highlight/detail?id=1103280772","media":"Bloomberg","summary":"Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices s","content":"<html><head></head><body><ul><li>Borrowing costs should be high enough to curb inflation</li><li>Tightening has had limited effect on prices so far, he says</li></ul><p>St. Louis Fed President James Bullard said policymakers should raise interest rates to at least 5% to 5.25%, hitting financial markets as investors recalibrated bets on how high officials would go.</p><p>“In the past I have said 4.75% to 5%,” he told reporters Thursday after giving a speech in Louisville, Kentucky. “Based on this analysis today, I would say 5% to 5.25%. That’s a minimum level. According to this analysis, that would at least get us in the zone.”</p><p>Chair Jerome Powell said earlier this month that rates will need to rise more than previously expected due to disappointing inflation data, while suggesting that officials could moderate the size of their increases going forward. A key reading on consumer prices since then was better than expected but policymakers continue to stress the need to keep raising rates.</p><p>Officials in September had projected rates rising to around 4.6% next year from a current target range of 3.75% to 4%. Those projections will be updated at the Fed’s Dec. 13-14 meeting.</p><p>US 10-year Treasury yields climbed after Bullard became the latest official to say that interest rates had further to rise to curb the strongest inflation in 40 years.</p><p>San Francisco Fed President Mary Daly said on Wednesday that “somewhere between 4.75 and 5.25 seems a reasonable place to think about” for the level that officials should raise rates to then go on hold.</p><p>Bullard’s hawkish tone was echoed later on Thursday by Minneapolis Fed President Neel Kashkari, whosaidit’s an “open question” how far the central bank has to go with rates to bring demand back into balance.</p><p>“I need to be convinced that inflation has at least stopped climbing, that we’re not falling further behind the curve before I would advocate stopping a progression of future rate hikes, so we’re not there yet,” he told the Minnesota Chamber of Commerce’s 2022 Economic Summit.</p><p>“The Fed is still maintaining a outward appearance of hawkishness pending another month of inflation data,” said Guy LeBas, chief fixed-income strategist for Janney Montgomery Scott LLC in Philadelphia. “One month of lower inflation doesn’t mean the war is over.”</p><p>Data last week showed consumer inflation rising by a less-than-expected 7.7% in the 12 months through October. November’s reading will be released on Dec. 13, before officials begin their two days of policy deliberations.</p><p>During his presentation, Bullard showed charts that indicated rates will need to be between about 5% to 7% to meet policymakers’ goal of being “sufficiently restrictive” to curb inflation near a four-decade high.</p><p>The calculation used different versions of a Taylor Rule, a popular monetary policy guideline developed by Stanford University’s John Taylor.</p><h3>‘Minimal’ Level</h3><p>“It’s easy to make arguments that before this is all over you’d have to go to much higher levels of the policy rate” than 5.25%, said Bullard, who votes on policy this year. “But for now I’d be happy to get to the minimal level and that’s why I think the committee is going to have to do more.”</p><p>The St. Louis Fed leader, who has been among the more hawkish policymakers this year, was the latest central banker to call for additional action.</p><p>The Fed raised rates by 75 basis points on Nov. 2 for the fourth straight time as part of its most aggressive tightening since the 1980s to curb an inflation that started in the wake of the Covid-19 pandemic disruptions.</p><p>Bullard didn’t say whether he would favor a 50 or 75 basis-point move at the Fed’s December meeting, telling reporters that he would look to Powell to set the direction.</p><p>A number of his colleagues have called for a downshift in the size of the next rate increase following last week’s consumer price report, which showed a softening in core consumer goods inflation in October.</p><p>Investors expect the Fed will raise rates by a half percentage point next month and see rates peaking around 5% next year.</p><p>The St. Louis Fed president said he expected officials to keep rates high for an extended period to avoid the kind of monetary policy mistakes of the 1970s that resulted in persistently high inflation.</p><p>“We certainly don’t want to replay that episode,” he told reporters. “So we’re going to have to see very tangible evidence that inflation’s coming down meaningfully toward target, and I think we’re going to want to err on the side of staying higher for longer in order to get that to happen.”</p><p>Bullard said while he expected inflation to come down next year, there’s been relatively little evidence of that so far.</p><p>“Thus far, the change in the monetary-policy stance appears to have had only limited effects on observed inflation, but market pricing suggests disinflation is expected in 2023,” Bullard said in his prepared remarks, adding rate hikes so far have caused little financial stress.</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>Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBullard Sets Tone for Fed Officials Signaling Hikes Will Roll On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices so far, he saysSt. Louis Fed President James Bullard said policymakers should raise interest rates to...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103280772","content_text":"Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices so far, he saysSt. Louis Fed President James Bullard said policymakers should raise interest rates to at least 5% to 5.25%, hitting financial markets as investors recalibrated bets on how high officials would go.“In the past I have said 4.75% to 5%,” he told reporters Thursday after giving a speech in Louisville, Kentucky. “Based on this analysis today, I would say 5% to 5.25%. That’s a minimum level. According to this analysis, that would at least get us in the zone.”Chair Jerome Powell said earlier this month that rates will need to rise more than previously expected due to disappointing inflation data, while suggesting that officials could moderate the size of their increases going forward. A key reading on consumer prices since then was better than expected but policymakers continue to stress the need to keep raising rates.Officials in September had projected rates rising to around 4.6% next year from a current target range of 3.75% to 4%. Those projections will be updated at the Fed’s Dec. 13-14 meeting.US 10-year Treasury yields climbed after Bullard became the latest official to say that interest rates had further to rise to curb the strongest inflation in 40 years.San Francisco Fed President Mary Daly said on Wednesday that “somewhere between 4.75 and 5.25 seems a reasonable place to think about” for the level that officials should raise rates to then go on hold.Bullard’s hawkish tone was echoed later on Thursday by Minneapolis Fed President Neel Kashkari, whosaidit’s an “open question” how far the central bank has to go with rates to bring demand back into balance.“I need to be convinced that inflation has at least stopped climbing, that we’re not falling further behind the curve before I would advocate stopping a progression of future rate hikes, so we’re not there yet,” he told the Minnesota Chamber of Commerce’s 2022 Economic Summit.“The Fed is still maintaining a outward appearance of hawkishness pending another month of inflation data,” said Guy LeBas, chief fixed-income strategist for Janney Montgomery Scott LLC in Philadelphia. “One month of lower inflation doesn’t mean the war is over.”Data last week showed consumer inflation rising by a less-than-expected 7.7% in the 12 months through October. November’s reading will be released on Dec. 13, before officials begin their two days of policy deliberations.During his presentation, Bullard showed charts that indicated rates will need to be between about 5% to 7% to meet policymakers’ goal of being “sufficiently restrictive” to curb inflation near a four-decade high.The calculation used different versions of a Taylor Rule, a popular monetary policy guideline developed by Stanford University’s John Taylor.‘Minimal’ Level“It’s easy to make arguments that before this is all over you’d have to go to much higher levels of the policy rate” than 5.25%, said Bullard, who votes on policy this year. “But for now I’d be happy to get to the minimal level and that’s why I think the committee is going to have to do more.”The St. Louis Fed leader, who has been among the more hawkish policymakers this year, was the latest central banker to call for additional action.The Fed raised rates by 75 basis points on Nov. 2 for the fourth straight time as part of its most aggressive tightening since the 1980s to curb an inflation that started in the wake of the Covid-19 pandemic disruptions.Bullard didn’t say whether he would favor a 50 or 75 basis-point move at the Fed’s December meeting, telling reporters that he would look to Powell to set the direction.A number of his colleagues have called for a downshift in the size of the next rate increase following last week’s consumer price report, which showed a softening in core consumer goods inflation in October.Investors expect the Fed will raise rates by a half percentage point next month and see rates peaking around 5% next year.The St. Louis Fed president said he expected officials to keep rates high for an extended period to avoid the kind of monetary policy mistakes of the 1970s that resulted in persistently high inflation.“We certainly don’t want to replay that episode,” he told reporters. “So we’re going to have to see very tangible evidence that inflation’s coming down meaningfully toward target, and I think we’re going to want to err on the side of staying higher for longer in order to get that to happen.”Bullard said while he expected inflation to come down next year, there’s been relatively little evidence of that so far.“Thus far, the change in the monetary-policy stance appears to have had only limited effects on observed inflation, but market pricing suggests disinflation is expected in 2023,” Bullard said in his prepared remarks, adding rate hikes so far have caused little financial stress.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987526890,"gmtCreate":1667952246711,"gmtModify":1676537988615,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Fantastic&nbsp;","listText":"Fantastic&nbsp;","text":"Fantastic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987526890","repostId":"2282951949","repostType":4,"repost":{"id":"2282951949","pubTimestamp":1667950541,"share":"https://ttm.financial/m/news/2282951949?lang=&edition=fundamental","pubTime":"2022-11-09 07:35","market":"us","language":"en","title":"Disney, AMC, Affirm, and More: Top Trending Stocks After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2282951949","media":"Yahoo Finance","summary":"Disney (DIS): Despite reporting record full-year sales, Disney shares fell 6% in extended trading af","content":"<html><head></head><body><p><b>Disney (DIS):</b> Despite reporting record full-year sales, Disney shares fell 6% in extended trading after missing on both the top and bottom lines in its fiscal fourth quarter. The company posted adjusted earnings of 30 cents a share on sales of $20.15 billion. Disney+ added 12 million subscribers during the quarter, topping estimates, but streaming losses grew to $1.5 billion, up from $630 million a year ago. Despite widening losses, CEO Bob Chapeck told investors he “still sees Disney + achieving profitability in fiscal year 2024.”</p><p><b>AMC (AMC): </b>The movie theater chain’s losses widened to $226.9 million during the quarter, its 12th quarterly loss in a row, putting pressure on shares in after-hours trading. Revenue increased 27% to $968.4 million.</p><p><b>Affirm (AFRM):</b> Shares plunged after the company posted a wider than expected loss and weak guidance. Affirm expects fiscal second quarter revenue of $400 million to $420 million and full-year revenue of $1.6 billion to $1.675, short of analyst’s estimate.</p><p><b>Novavax (NVAX): </b>The vaccine maker reported revenue of $734.6 million, more than three times its sales from a year ago. NovaVax also reported it delivered over 94 million doses of Covid-19 vaccine globally to date. Despite the growth, Novavax lowered its 2022 revenue guidance to $2 billion, below the consensus estimate and at the lower end of its previous forecast.</p><p><b>Marathon Digital Holdings (MARA):</b> The crypto miner recorded a net loss of $75.4 million during the third quarter compared with a net loss of $22.2 million a year ago. Marathon’s chairman and CEO Fred Thiel wrote in the earnings release, “the third quarter of 2022 was a transition and rebuilding period at Marathon.” Revenue decline 75% from a year ago to $12.69 million.</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>Disney, AMC, Affirm, and More: Top Trending Stocks After Hours</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\">\nDisney, AMC, Affirm, and More: Top Trending Stocks After Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/top-trending-stocks-after-hours-disney-amc-affirm-and-more-230846983.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney (DIS): Despite reporting record full-year sales, Disney shares fell 6% in extended trading after missing on both the top and bottom lines in its fiscal fourth quarter. The company posted ...</p>\n\n<a href=\"https://finance.yahoo.com/news/top-trending-stocks-after-hours-disney-amc-affirm-and-more-230846983.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","MARA":"Marathon Digital Holdings Inc","APE":"AMC Entertainment Preferred","NVAX":"诺瓦瓦克斯医药","AFRM":"Affirm Holdings, Inc.","DIS":"迪士尼"},"source_url":"https://finance.yahoo.com/news/top-trending-stocks-after-hours-disney-amc-affirm-and-more-230846983.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282951949","content_text":"Disney (DIS): Despite reporting record full-year sales, Disney shares fell 6% in extended trading after missing on both the top and bottom lines in its fiscal fourth quarter. The company posted adjusted earnings of 30 cents a share on sales of $20.15 billion. Disney+ added 12 million subscribers during the quarter, topping estimates, but streaming losses grew to $1.5 billion, up from $630 million a year ago. Despite widening losses, CEO Bob Chapeck told investors he “still sees Disney + achieving profitability in fiscal year 2024.”AMC (AMC): The movie theater chain’s losses widened to $226.9 million during the quarter, its 12th quarterly loss in a row, putting pressure on shares in after-hours trading. Revenue increased 27% to $968.4 million.Affirm (AFRM): Shares plunged after the company posted a wider than expected loss and weak guidance. Affirm expects fiscal second quarter revenue of $400 million to $420 million and full-year revenue of $1.6 billion to $1.675, short of analyst’s estimate.Novavax (NVAX): The vaccine maker reported revenue of $734.6 million, more than three times its sales from a year ago. NovaVax also reported it delivered over 94 million doses of Covid-19 vaccine globally to date. Despite the growth, Novavax lowered its 2022 revenue guidance to $2 billion, below the consensus estimate and at the lower end of its previous forecast.Marathon Digital Holdings (MARA): The crypto miner recorded a net loss of $75.4 million during the third quarter compared with a net loss of $22.2 million a year ago. Marathon’s chairman and CEO Fred Thiel wrote in the earnings release, “the third quarter of 2022 was a transition and rebuilding period at Marathon.” Revenue decline 75% from a year ago to $12.69 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941590827,"gmtCreate":1680354924670,"gmtModify":1680354928628,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"NIO to the moon...!!!!?!?&nbsp;","listText":"NIO to the moon...!!!!?!?&nbsp;","text":"NIO to the moon...!!!!?!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941590827","repostId":"1108517622","repostType":4,"repost":{"id":"1108517622","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680342165,"share":"https://ttm.financial/m/news/1108517622?lang=&edition=fundamental","pubTime":"2023-04-01 17:42","market":"sg","language":"en","title":"NIO Delivers 10,378 Vehicles in March 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1108517622","media":"Tiger Newspress","summary":"NIO delivered 10,378 vehicles in March 2023NIO delivered 31,041 vehicles in the three months ended M","content":"<html><head></head><body><ul><li><p><em>NIO delivered 10,378 vehicles in March 2023</em></p></li><li><p><em>NIO delivered 31,041 vehicles in the three months ended March 2023, increasing by 20.5% year-over-year</em></p></li><li><p><em>Cumulative deliveries of NIO vehicles reached 320,597 as of March 31, 2023</em></p></li></ul><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) today announced its March and first quarter 2023 delivery results.</p><p>NIO delivered 10,378 vehicles in March 2023. The deliveries consisted of 3,203 premium smart electric SUVs, and 7,175 premium smart electric sedans. NIO delivered 31,041 vehicles in the first quarter of 2023, representing an increase of 20.5% year-over-year. Cumulative deliveries of NIO vehicles reached 320,597 as of March 31, 2023.</p><p>Starting from March 28, 2023, NIO has rolled out the deployment of the third-generation Power Swap station in China, with each station having a service capacity of up to 408 swaps per day. As of March 31, 2023, NIO had deployed 1,339 Power Swap stations, 1,285 Power Charger stations with 6,467 chargers, and 1,154 destination charging stations with 7,993 chargers worldwide. NIO will speed up the expansion of the battery swapping network, and plans to install 1,000 Power Swap stations in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d86375244fb92102109e0063b6f11ea\" alt=\"News Release image\" title=\"News Release image\" tg-width=\"7679\" tg-height=\"3670\"/><span>News Release image</span></p><p>NIO has been gradually releasing NOP+ Beta to vehicles based on NIO Technology 2.0 (NT2.0). Since its debut on December 27, 2022, more than 30,000 users have activated and engaged NOP+ Beta, and the cumulative mileage has exceeded 15 million kilometers. Powered by our full-stack inhouse-developed intelligent driving technologies and closed-loop data management, NOP+ Beta has realized significant improvements in aspects of sense of reassurance, comfort and efficiency. Going forward, NIO will gradually deliver more features through over-the-air update to continuously improve users’ intelligent driving experience.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Delivers 10,378 Vehicles in March 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Delivers 10,378 Vehicles in March 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-01 17:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><p><em>NIO delivered 10,378 vehicles in March 2023</em></p></li><li><p><em>NIO delivered 31,041 vehicles in the three months ended March 2023, increasing by 20.5% year-over-year</em></p></li><li><p><em>Cumulative deliveries of NIO vehicles reached 320,597 as of March 31, 2023</em></p></li></ul><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) today announced its March and first quarter 2023 delivery results.</p><p>NIO delivered 10,378 vehicles in March 2023. The deliveries consisted of 3,203 premium smart electric SUVs, and 7,175 premium smart electric sedans. NIO delivered 31,041 vehicles in the first quarter of 2023, representing an increase of 20.5% year-over-year. Cumulative deliveries of NIO vehicles reached 320,597 as of March 31, 2023.</p><p>Starting from March 28, 2023, NIO has rolled out the deployment of the third-generation Power Swap station in China, with each station having a service capacity of up to 408 swaps per day. As of March 31, 2023, NIO had deployed 1,339 Power Swap stations, 1,285 Power Charger stations with 6,467 chargers, and 1,154 destination charging stations with 7,993 chargers worldwide. NIO will speed up the expansion of the battery swapping network, and plans to install 1,000 Power Swap stations in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d86375244fb92102109e0063b6f11ea\" alt=\"News Release image\" title=\"News Release image\" tg-width=\"7679\" tg-height=\"3670\"/><span>News Release image</span></p><p>NIO has been gradually releasing NOP+ Beta to vehicles based on NIO Technology 2.0 (NT2.0). Since its debut on December 27, 2022, more than 30,000 users have activated and engaged NOP+ Beta, and the cumulative mileage has exceeded 15 million kilometers. Powered by our full-stack inhouse-developed intelligent driving technologies and closed-loop data management, NOP+ Beta has realized significant improvements in aspects of sense of reassurance, comfort and efficiency. Going forward, NIO will gradually deliver more features through over-the-air update to continuously improve users’ intelligent driving experience.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108517622","content_text":"NIO delivered 10,378 vehicles in March 2023NIO delivered 31,041 vehicles in the three months ended March 2023, increasing by 20.5% year-over-yearCumulative deliveries of NIO vehicles reached 320,597 as of March 31, 2023NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) today announced its March and first quarter 2023 delivery results.NIO delivered 10,378 vehicles in March 2023. The deliveries consisted of 3,203 premium smart electric SUVs, and 7,175 premium smart electric sedans. NIO delivered 31,041 vehicles in the first quarter of 2023, representing an increase of 20.5% year-over-year. Cumulative deliveries of NIO vehicles reached 320,597 as of March 31, 2023.Starting from March 28, 2023, NIO has rolled out the deployment of the third-generation Power Swap station in China, with each station having a service capacity of up to 408 swaps per day. As of March 31, 2023, NIO had deployed 1,339 Power Swap stations, 1,285 Power Charger stations with 6,467 chargers, and 1,154 destination charging stations with 7,993 chargers worldwide. NIO will speed up the expansion of the battery swapping network, and plans to install 1,000 Power Swap stations in 2023.News Release imageNIO has been gradually releasing NOP+ Beta to vehicles based on NIO Technology 2.0 (NT2.0). Since its debut on December 27, 2022, more than 30,000 users have activated and engaged NOP+ Beta, and the cumulative mileage has exceeded 15 million kilometers. Powered by our full-stack inhouse-developed intelligent driving technologies and closed-loop data management, NOP+ Beta has realized significant improvements in aspects of sense of reassurance, comfort and efficiency. Going forward, NIO will gradually deliver more features through over-the-air update to continuously improve users’ intelligent driving experience.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950454473,"gmtCreate":1672819793892,"gmtModify":1676538742286,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"This list really make you a fool.!!&nbsp;","listText":"This list really make you a fool.!!&nbsp;","text":"This list really make you a fool.!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950454473","repostId":"2300434056","repostType":2,"repost":{"id":"2300434056","pubTimestamp":1672845925,"share":"https://ttm.financial/m/news/2300434056?lang=&edition=fundamental","pubTime":"2023-01-04 23:25","market":"us","language":"en","title":"7 Sensational Stocks That Can Double Your Money in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300434056","media":"Motley Fool","summary":"Triple-digit returns could be just a click away from the buy button.","content":"<html><head></head><body><p>Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.</p><p>Although 2022 didn&#39;t go as planned -- the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> ended the year down 19% and 33%, respectively -- bear markets are known to be blessings in disguise. These typically once-in-a-decade events allow opportunistic investors to pounce on innovative, game-changing companies at a discount. And with Wall Street taking a drubbing last year, bargains abound -- if you&#39;re willing to do some digging.</p><p>As we move headlong into a new year filled with uncertainty, the following seven sensational stocks stand as being capable of doubling your money in 2023.</p><h2>1. Novavax</h2><p>The first phenomenal stock that has the potential to deliver triple-digit returns for its shareholders in the new year is biotech stock <b>Novavax</b>. Since hitting its all-time high during the COVID-19 pandemic, shares of Novavax have plunged as much as 97%. But with its market cap down to $874 million, there are an abundance of reasons to believe Novavax could &#34;shoot&#34; higher.</p><p>Novavax is one of a handful of drug developers that earned acclaim by running clinical trials for a COVID-19 vaccine. But unlike a majority of drugmakers, it was one of only three -- along with <b>Pfizer</b>/<b>BioNTech</b> and <b>Moderna</b> -- to achieve at least a 90% vaccine efficacy with its vaccine, NVX-CoV2373.</p><p>The Novavax vaccine is also differentiated by its mechanism of action. Instead of being messenger-RNA-based, as with the Pfizer/BioNTech and Moderna vaccines, NVX-CoV2373 uses older technology and bits of spike protein from the SARS-CoV-2 virus to teach a person&#39;s immune system how to recognize and fight the infection. For people who might be leery of taking an mRNA-based vaccine, Novavax provides a high-efficacy solution in developed and emerging markets.</p><p>In 2023, COVID-19 vaccine sales in the U.S. moved from advanced purchase agreements with the federal government to the private market. I expect this to improve Novavax&#39;s pricing power and help it better compete as an initial series and/or booster option.</p><p>Additionally, Novavax is sitting on an absolute mountain of cash. It ended September with $1.28 billion in cash and cash equivalents, which was prior to its recent gross proceeds raise of $250 million from the sale of shares and convertible debt. This provides more-than-enough capital to run clinical studies involving NVX-CoV2373 as a combination therapy (influenza + COVID-19), as well as further its influenza and respiratory syncytial virus vaccine candidates.</p><h2>2. Green Thumb Industries</h2><p>A second high-caliber stock that can double your money in 2023 is U.S. cannabis multi-state operator (MSO) <b>Green Thumb Industries</b>. Although a lack of cannabis reform on Capitol Hill has been a buzzkill for pot stocks, Green Thumb Industries&#39; growth strategy has proved unstoppable.</p><p>Before digging into company specifics, it&#39;s important to note two macro factors working in Green Thumb&#39;s favor. First, approximately three-quarters of U.S. states have legalized marijuana in some capacity. This provides more-than-enough opportunity for MSOs to grow their sales and push toward profitability.</p><p>Second, cannabis has been treated as a nondiscretionary good. Even if the U.S. dips into a recession this year, history has shown that consumers will continue to buy pot products.</p><p>Green Thumb Industries had 77 operating dispensaries open as of Dec. 1, 2022, with a presence in 15 legalized states. It holds enough retail licenses in its back pocket to effectively double its retail-store presence over time. With BDSA forecasting an increase in legal U.S. weed sales to $42 billion by 2026 from an estimated $27 billion in 2022, Green Thumb looks like it&#39;s in great shape.</p><p>The secret sauce that makes Green Thumb tick is its revenue mix. While dried cannabis flower is most often associated with marijuana use, more than half of Green Thumb&#39;s revenue comes from derivative products, such as vapes, edibles, dabs, beverages, pre-rolls, and health and beauty products. These are higher-priced products that deliver much juicier margins than dried cannabis flower. This revenue mix is precisely why Green Thumb has delivered nine consecutive quarters of profit, based on generally accepted accounting principles (GAAP).</p><p>With marijuana stocks getting thrashed to end the year following the exclusion of the SAFE Banking Act from the federal annual defense bill, now is the time to pounce on this industry leader.</p><h2>3. Bark</h2><p>For something way off the radar that can double your money in 2023, say hello to dog-focused products-and-services company <b>Bark</b>. Like virtually every other company that was brought to market via a special purpose acquisition company (SPAC) in 2020 and 2021, Bark has been decimated since making its public debut. But thanks to an unstoppable trend and the expectation of an improving income statement, the company has the tools needed to double shareholders&#39; money in 2023.</p><p>Though recessions are an inevitable part of the economic cycle, the U.S. pet industry hasn&#39;t seemed to care. It&#39;s been well over a quarter century since year-over-year pet expenditures declined in the United States, according to data from the American Pet Products Association (APPA). What&#39;s more, the percentage of households that own a pet is higher now than at any point since the APPA began its survey on pet ownership in 1988. (Translation: Pet owners willingly open their wallets to ensure the health and happiness of their four-legged family members.)</p><p>What makes Bark so special is the company&#39;s direct-to-consumer (DTC) focus. While the company&#39;s revenue breakdown can be fluid, depending on when orders are placed, it&#39;s pretty common for Bark to generate about 10% of its revenue from brick-and-mortar retail stores. The remainder comes from the company&#39;s 2.24 million (and growing) active subscriptions.</p><p>A DTC-driven operating model lends to highly predictable cash flow and helps keep inventory levels from getting out of hand. In other words, Bark&#39;s operating model should lead to lower overhead costs than its peers.</p><p>Furthermore, Bark has seen strong add-on sales growth since introducing Bark Bright (a dental-products offering) during the pandemic. With the addition of Bark Eats, a dry-food subscription service catered to specific dog breeds, Bark should be able to substantially narrow its losses while maintaining a gross margin of around 60% in the coming quarters.</p><h2>4. PubMatic</h2><p>Another sensational stock with the competitive advantages necessary to double your money in 2023 is cloud-based adtech company <b>PubMatic</b>. While ad spending during the first half of the year could be dicey -- which isn&#39;t uncommon when economic uncertainty is high -- PubMatic finds itself perfectly positioned to take advantage of a shift in spending to digital platforms.</p><p>Prior to the advent of the internet, the buying and selling of ads and ad space was time-consuming and inefficient. But thanks to the internet and companies like PubMatic, programmatic ad platforms now do virtually all of the work. The digital ad industry (i.e., video, mobile, connected TV (CTV), and over-the-top programmatic ads) is expected to grow by a compound annual rate of 14% through 2025.</p><p>PubMatic is a sell-side platform (SSP) that helps companies sell their digital display space to advertisers. As a result of consolidation, there aren&#39;t too many SSPs left, which puts PubMatic in an advantageous position within the space.</p><p>Although advertisers are upping their spending across all digital channels, the fastest growth has been seen with CTV. Not coincidentally, CTV accounts for a substantial portion of PubMatic&#39;s revenue, which is why it has consistently grown at a faster organic rate than the industry average.</p><p>In addition, PubMatic made the choice to design and build its own cloud-based programmatic ad platform. Though costly and time-consuming, this decision will allow the company to reap the rewards of higher operating margins as its revenue scales.</p><p>One final note: PubMatic ended September with $166.1 million in cash, cash equivalents, and marketable securities with no debt. This means it has an enterprise value of just over $500 million, despite an industry-topping double-digit growth rate and recurring profits.</p><h2>5. Lovesac</h2><p>The fifth remarkable stock that can double your money in 2023 is furniture retailer <b>Lovesac</b>. Fight the urge to fall asleep because I said &#34;furniture retailer,&#34; because this company is turning an industry desperate for disruption on its head.</p><p>One of the biggest differentiating factors with Lovesac <i>is</i> its furniture. Whereas most brick-and-mortar retailers buy products from the same group of wholesalers, Lovesac&#39;s products are unique. In particular, close to 88% of its net sales come from sactionals -- modular couches that can be rearranged to fit most living spaces.</p><p>Buyers can choose from over 200 different covers, and the yarn used in these covers is made entirely from recycled plastic water bottles. The functionality and optionality offered by Lovesac is unmatched.</p><p>Lovesac&#39;s operating model generally caters to middle- and upper-income millennials. These are folks who tend to appreciate Lovesac&#39;s ESG (environmental, social, and governance<i>) </i>tendencies. More importantly, the buying habits of these people tend to be less affected when minor economic downturns arise or inflation picks up. In short, Lovesac&#39;s business is unlikely to be hit as hard by high inflation or a recession as traditional furniture retailers.</p><p>But what&#39;s really allowed Lovesac to shine is its omnichannel sales approach. Despite having 189 retail locations spanning 40 states, it&#39;s been able to shift its sales online or utilize popup showrooms and a handful of brand-name partnerships, to bolster its sales. Similar to Bark, Lovesac has been able to use its DTC presence to lower its overhead expenses and push to full-year profitability.</p><p>In 2023, Lovesac&#39;s biggest catalyst looks like it will be inventory reduction. Wall Street has been concerned with rising inventory levels, which management contends is to meet growing demand. If Lovesac can maintain its double-digit organic growth rate, working through its inventory shouldn&#39;t be a problem.</p><h2>6. Petco Health &amp; Wellness</h2><p>The next sensational stock that can double your money in 2023 is none other than pet-focused retailer <b>Petco Health and Wellness</b>. That&#39;s right, this list is doubling down on pet owners&#39; willingness to spend on their furry, feathered, gilled, and scaled &#34;family members&#34; in the new year.</p><p>Petco Health and Wellness was sent to the doghouse last year. Shares of the company plunged 52%, with most of these losses coming after the company&#39;s disappointing second quarter, which featured higher integration costs following its acquisition of veterinary-care company Thrive.</p><p>Petco and Thrive formed a joint venture in 2017 that saw the duo grow to around 100 pet hospitals located in Petco stores. This deal was for Thrive&#39;s 50% stake in that joint venture.</p><p>But as noted, spending on pets has effectively been recession-proof since the mid-1990s. While growth slowdowns are certainly possible, a record level of pet ownership in the wake of the pandemic bodes well for companies like Petco.</p><p>What&#39;s far more important is that Petco&#39;s focus on subscription services and digital sales is beginning to pay off. Even though in-store interactions will continue to generate the bulk of the company&#39;s sales, the pandemic taught Petco&#39;s management team the importance of having a beefed-up online presence. Digital sales were up 10% from the prior-year period in the company&#39;s fiscal quarter ended Oct. 29, 2022, and 42% when looking back two years.</p><p>In terms of subscriptions, the company now has north of 400,000 Vital Care members. Vital Care provides members discounts on various products, grooming, and routine vet exams and has seen its recurring revenue jump 56% from the previous year. If Petco can sustain strong double-digit recurring revenue and subscription growth in 2023, it could reasonably reverse course and retrace all of its losses from last year.</p><h2>7. Redfin</h2><p>Last but not least, consider technology-driven real estate company <b>Redfin</b> as a stock that can double your money in 2023.</p><p>There&#39;s absolutely no sugarcoating how poor the past year and change has been for real estate-focused businesses. Redfin has lost approximately 96% of its value since reaching its all-time high, and rapidly rising mortgage rates are doing the industry no favors.</p><p>A report from the company notes that home sales plummeted 35% in November from the prior-year period, the largest decline on record. And new listings plunged 28%, which is the second-largest year-over-year drop in history.</p><p>Despite this abysmal data, it&#39;s plausible that pessimists have overshot to the downside, considering the competitive advantages Redfin offers when compared to traditional real estate firms.</p><p>For example, traditional real estate companies and agents charge anywhere from 2.5% to 3% for their services. Redfin charges its customers either 1% or 1.5%, depending on how much previous businesses they have done with the company. With a median home sales price of $393,682 in November, an up to 2 percentage-point difference when compared to traditional real estate firms, can save sellers more than $7,800 (at the median).</p><p>Redfin also offers a variety of services designed to either help sellers maximize the value of their homes or lessen the burdens associated with selling property. These services can help boost Redfin&#39;s gross margin by adding a personalized touch that traditional real estate companies fail to provide.</p><p>The final consideration with Redfin is that it&#39;s exiting its iBuyer business, known as RedfinNow. This segment purchased homes for cash, which were later resold.</p><p>Ending this program and paring down its portfolio of assets will bolster the company&#39;s cash position while lowering expenses. Management believes this combination of cost-cutting and refocusing on its bread-and-butter internet service-based advantages can lead the company to a profitable year in 2024.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Sensational Stocks That Can Double Your Money in 2023</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\">\n7 Sensational Stocks That Can Double Your Money in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.Although 2022 didn't go as planned -- the S&P 500 and Nasdaq Composite ended the year down 19%...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","GTBIF":"Green Thumb Industries Inc.","LOVE":"Lovesac Co.","BARK":"The Original Bark Corp.","PUBM":"PubMatic, Inc.","RDFN":"Redfin Corp","WOOF":"Petco Health and Wellness Company, Inc."},"source_url":"https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300434056","content_text":"Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.Although 2022 didn't go as planned -- the S&P 500 and Nasdaq Composite ended the year down 19% and 33%, respectively -- bear markets are known to be blessings in disguise. These typically once-in-a-decade events allow opportunistic investors to pounce on innovative, game-changing companies at a discount. And with Wall Street taking a drubbing last year, bargains abound -- if you're willing to do some digging.As we move headlong into a new year filled with uncertainty, the following seven sensational stocks stand as being capable of doubling your money in 2023.1. NovavaxThe first phenomenal stock that has the potential to deliver triple-digit returns for its shareholders in the new year is biotech stock Novavax. Since hitting its all-time high during the COVID-19 pandemic, shares of Novavax have plunged as much as 97%. But with its market cap down to $874 million, there are an abundance of reasons to believe Novavax could \"shoot\" higher.Novavax is one of a handful of drug developers that earned acclaim by running clinical trials for a COVID-19 vaccine. But unlike a majority of drugmakers, it was one of only three -- along with Pfizer/BioNTech and Moderna -- to achieve at least a 90% vaccine efficacy with its vaccine, NVX-CoV2373.The Novavax vaccine is also differentiated by its mechanism of action. Instead of being messenger-RNA-based, as with the Pfizer/BioNTech and Moderna vaccines, NVX-CoV2373 uses older technology and bits of spike protein from the SARS-CoV-2 virus to teach a person's immune system how to recognize and fight the infection. For people who might be leery of taking an mRNA-based vaccine, Novavax provides a high-efficacy solution in developed and emerging markets.In 2023, COVID-19 vaccine sales in the U.S. moved from advanced purchase agreements with the federal government to the private market. I expect this to improve Novavax's pricing power and help it better compete as an initial series and/or booster option.Additionally, Novavax is sitting on an absolute mountain of cash. It ended September with $1.28 billion in cash and cash equivalents, which was prior to its recent gross proceeds raise of $250 million from the sale of shares and convertible debt. This provides more-than-enough capital to run clinical studies involving NVX-CoV2373 as a combination therapy (influenza + COVID-19), as well as further its influenza and respiratory syncytial virus vaccine candidates.2. Green Thumb IndustriesA second high-caliber stock that can double your money in 2023 is U.S. cannabis multi-state operator (MSO) Green Thumb Industries. Although a lack of cannabis reform on Capitol Hill has been a buzzkill for pot stocks, Green Thumb Industries' growth strategy has proved unstoppable.Before digging into company specifics, it's important to note two macro factors working in Green Thumb's favor. First, approximately three-quarters of U.S. states have legalized marijuana in some capacity. This provides more-than-enough opportunity for MSOs to grow their sales and push toward profitability.Second, cannabis has been treated as a nondiscretionary good. Even if the U.S. dips into a recession this year, history has shown that consumers will continue to buy pot products.Green Thumb Industries had 77 operating dispensaries open as of Dec. 1, 2022, with a presence in 15 legalized states. It holds enough retail licenses in its back pocket to effectively double its retail-store presence over time. With BDSA forecasting an increase in legal U.S. weed sales to $42 billion by 2026 from an estimated $27 billion in 2022, Green Thumb looks like it's in great shape.The secret sauce that makes Green Thumb tick is its revenue mix. While dried cannabis flower is most often associated with marijuana use, more than half of Green Thumb's revenue comes from derivative products, such as vapes, edibles, dabs, beverages, pre-rolls, and health and beauty products. These are higher-priced products that deliver much juicier margins than dried cannabis flower. This revenue mix is precisely why Green Thumb has delivered nine consecutive quarters of profit, based on generally accepted accounting principles (GAAP).With marijuana stocks getting thrashed to end the year following the exclusion of the SAFE Banking Act from the federal annual defense bill, now is the time to pounce on this industry leader.3. BarkFor something way off the radar that can double your money in 2023, say hello to dog-focused products-and-services company Bark. Like virtually every other company that was brought to market via a special purpose acquisition company (SPAC) in 2020 and 2021, Bark has been decimated since making its public debut. But thanks to an unstoppable trend and the expectation of an improving income statement, the company has the tools needed to double shareholders' money in 2023.Though recessions are an inevitable part of the economic cycle, the U.S. pet industry hasn't seemed to care. It's been well over a quarter century since year-over-year pet expenditures declined in the United States, according to data from the American Pet Products Association (APPA). What's more, the percentage of households that own a pet is higher now than at any point since the APPA began its survey on pet ownership in 1988. (Translation: Pet owners willingly open their wallets to ensure the health and happiness of their four-legged family members.)What makes Bark so special is the company's direct-to-consumer (DTC) focus. While the company's revenue breakdown can be fluid, depending on when orders are placed, it's pretty common for Bark to generate about 10% of its revenue from brick-and-mortar retail stores. The remainder comes from the company's 2.24 million (and growing) active subscriptions.A DTC-driven operating model lends to highly predictable cash flow and helps keep inventory levels from getting out of hand. In other words, Bark's operating model should lead to lower overhead costs than its peers.Furthermore, Bark has seen strong add-on sales growth since introducing Bark Bright (a dental-products offering) during the pandemic. With the addition of Bark Eats, a dry-food subscription service catered to specific dog breeds, Bark should be able to substantially narrow its losses while maintaining a gross margin of around 60% in the coming quarters.4. PubMaticAnother sensational stock with the competitive advantages necessary to double your money in 2023 is cloud-based adtech company PubMatic. While ad spending during the first half of the year could be dicey -- which isn't uncommon when economic uncertainty is high -- PubMatic finds itself perfectly positioned to take advantage of a shift in spending to digital platforms.Prior to the advent of the internet, the buying and selling of ads and ad space was time-consuming and inefficient. But thanks to the internet and companies like PubMatic, programmatic ad platforms now do virtually all of the work. The digital ad industry (i.e., video, mobile, connected TV (CTV), and over-the-top programmatic ads) is expected to grow by a compound annual rate of 14% through 2025.PubMatic is a sell-side platform (SSP) that helps companies sell their digital display space to advertisers. As a result of consolidation, there aren't too many SSPs left, which puts PubMatic in an advantageous position within the space.Although advertisers are upping their spending across all digital channels, the fastest growth has been seen with CTV. Not coincidentally, CTV accounts for a substantial portion of PubMatic's revenue, which is why it has consistently grown at a faster organic rate than the industry average.In addition, PubMatic made the choice to design and build its own cloud-based programmatic ad platform. Though costly and time-consuming, this decision will allow the company to reap the rewards of higher operating margins as its revenue scales.One final note: PubMatic ended September with $166.1 million in cash, cash equivalents, and marketable securities with no debt. This means it has an enterprise value of just over $500 million, despite an industry-topping double-digit growth rate and recurring profits.5. LovesacThe fifth remarkable stock that can double your money in 2023 is furniture retailer Lovesac. Fight the urge to fall asleep because I said \"furniture retailer,\" because this company is turning an industry desperate for disruption on its head.One of the biggest differentiating factors with Lovesac is its furniture. Whereas most brick-and-mortar retailers buy products from the same group of wholesalers, Lovesac's products are unique. In particular, close to 88% of its net sales come from sactionals -- modular couches that can be rearranged to fit most living spaces.Buyers can choose from over 200 different covers, and the yarn used in these covers is made entirely from recycled plastic water bottles. The functionality and optionality offered by Lovesac is unmatched.Lovesac's operating model generally caters to middle- and upper-income millennials. These are folks who tend to appreciate Lovesac's ESG (environmental, social, and governance) tendencies. More importantly, the buying habits of these people tend to be less affected when minor economic downturns arise or inflation picks up. In short, Lovesac's business is unlikely to be hit as hard by high inflation or a recession as traditional furniture retailers.But what's really allowed Lovesac to shine is its omnichannel sales approach. Despite having 189 retail locations spanning 40 states, it's been able to shift its sales online or utilize popup showrooms and a handful of brand-name partnerships, to bolster its sales. Similar to Bark, Lovesac has been able to use its DTC presence to lower its overhead expenses and push to full-year profitability.In 2023, Lovesac's biggest catalyst looks like it will be inventory reduction. Wall Street has been concerned with rising inventory levels, which management contends is to meet growing demand. If Lovesac can maintain its double-digit organic growth rate, working through its inventory shouldn't be a problem.6. Petco Health & WellnessThe next sensational stock that can double your money in 2023 is none other than pet-focused retailer Petco Health and Wellness. That's right, this list is doubling down on pet owners' willingness to spend on their furry, feathered, gilled, and scaled \"family members\" in the new year.Petco Health and Wellness was sent to the doghouse last year. Shares of the company plunged 52%, with most of these losses coming after the company's disappointing second quarter, which featured higher integration costs following its acquisition of veterinary-care company Thrive.Petco and Thrive formed a joint venture in 2017 that saw the duo grow to around 100 pet hospitals located in Petco stores. This deal was for Thrive's 50% stake in that joint venture.But as noted, spending on pets has effectively been recession-proof since the mid-1990s. While growth slowdowns are certainly possible, a record level of pet ownership in the wake of the pandemic bodes well for companies like Petco.What's far more important is that Petco's focus on subscription services and digital sales is beginning to pay off. Even though in-store interactions will continue to generate the bulk of the company's sales, the pandemic taught Petco's management team the importance of having a beefed-up online presence. Digital sales were up 10% from the prior-year period in the company's fiscal quarter ended Oct. 29, 2022, and 42% when looking back two years.In terms of subscriptions, the company now has north of 400,000 Vital Care members. Vital Care provides members discounts on various products, grooming, and routine vet exams and has seen its recurring revenue jump 56% from the previous year. If Petco can sustain strong double-digit recurring revenue and subscription growth in 2023, it could reasonably reverse course and retrace all of its losses from last year.7. RedfinLast but not least, consider technology-driven real estate company Redfin as a stock that can double your money in 2023.There's absolutely no sugarcoating how poor the past year and change has been for real estate-focused businesses. Redfin has lost approximately 96% of its value since reaching its all-time high, and rapidly rising mortgage rates are doing the industry no favors.A report from the company notes that home sales plummeted 35% in November from the prior-year period, the largest decline on record. And new listings plunged 28%, which is the second-largest year-over-year drop in history.Despite this abysmal data, it's plausible that pessimists have overshot to the downside, considering the competitive advantages Redfin offers when compared to traditional real estate firms.For example, traditional real estate companies and agents charge anywhere from 2.5% to 3% for their services. Redfin charges its customers either 1% or 1.5%, depending on how much previous businesses they have done with the company. With a median home sales price of $393,682 in November, an up to 2 percentage-point difference when compared to traditional real estate firms, can save sellers more than $7,800 (at the median).Redfin also offers a variety of services designed to either help sellers maximize the value of their homes or lessen the burdens associated with selling property. These services can help boost Redfin's gross margin by adding a personalized touch that traditional real estate companies fail to provide.The final consideration with Redfin is that it's exiting its iBuyer business, known as RedfinNow. This segment purchased homes for cash, which were later resold.Ending this program and paring down its portfolio of assets will bolster the company's cash position while lowering expenses. Management believes this combination of cost-cutting and refocusing on its bread-and-butter internet service-based advantages can lead the company to a profitable year in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928333074,"gmtCreate":1671189534098,"gmtModify":1676538506127,"author":{"id":"4096841192952540","authorId":"4096841192952540","name":"suthanb4u","avatar":"https://community-static.tradeup.com/news/9f20cddb20a5bf9628a34649fd09fd65","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096841192952540","authorIdStr":"4096841192952540"},"themes":[],"htmlText":"Hmm.. Can it crash another 10% today?&nbsp;","listText":"Hmm.. Can it crash another 10% today?&nbsp;","text":"Hmm.. Can it crash another 10% today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928333074","repostId":"2291168016","repostType":4,"repost":{"id":"2291168016","pubTimestamp":1671148936,"share":"https://ttm.financial/m/news/2291168016?lang=&edition=fundamental","pubTime":"2022-12-16 08:02","market":"us","language":"en","title":"Stocks Could Face Another Explosion of Volatility Friday As $4 Trillion of Options Expire in \"Quadruple Witching\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2291168016","media":"MarketWatch","summary":"Dow books affliction day in 3 month Thursday as recession fears rear alternate upThe banal bazaar co","content":"<html><head></head><body><p>Dow books affliction day in 3 month Thursday as recession fears rear alternate up</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f364b30b0ddc76e531ee4f6d1228eedb\" tg-width=\"1280\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>The banal bazaar could really-feel a little grumpier than accepted on Friday while “quadruple witching” rolls all over and a abundance of disinterestedness options and futures are set to expire.</span></p><p>Stocks have been on a agrarian ride this week, and altitude could still get weirder as traders brace for “quadruple witching” on Friday, while a flurry of disinterestedness options and futures affairs expire.</p><p>In particular, options affairs angry to $4 abundance in stocks, stock-index futures and exchange-traded payments are set to expire, authoritative Friday potentially the busiest day for options traders this year, in accordance to abstracts aggregate by Rocky Fishman, the arch of basis animation analysis at Goldman Sachs.</p><p>The term “quadruple witching” refers to days when a group of equity-linked options and futures contracts expire, such as tradestation telling. This only happens four times a year, once every quarter.</p><p><img src=\"https://static.tigerbbs.com/61ca827ef2d73c594ab99cd494f07b72\" tg-width=\"700\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Additionally, the biggest slug of equity options expires in December, and this year is no exception, Fishman said, as the $4 trillion expiring Friday is the largest option exposure since at least the beginning of the year.</p><p>Reliance on options by both retail and institutional traders has increased this year as traders turn to short-term contracts to try to profit from large, last-minute swings, according to Callie Cox, US. Investment Analyst at eToro.</p><p>“We’ve seen a lot of retail clients look to options at the end of the year to think about hedging and speculating,” Cox said, adding that on Friday “there was going to be a huge option expiration.”</p><p>Options involving $2.4 trillion in S&amp;P 500 index futures are expected to be the main event on Friday, with hundreds of thousands of contracts with strike prices centered around the 4,000 level set to expire, according to Brent Kochuba, founder of options analytical service Spotgama.</p><p>Puts and calls on the large-cap index are “very focused on the 4,000 strike,” Kochuba said in emailed comments to MarketWatch, adding that the recent turbulence in the markets suggests that traders may be underestimating That’s how volatile markets can be at the end of the year.</p><p>The low level of liquidity, which is typical during the latter half of December, could weigh on stocks further as options dealers scramble to adjust their positions accordingly, said Garrett DeSimone, principal quant at Options Metrics.</p><p>“Large hypothetical expirations can cause turbulence, especially during periods of increased volatility or constrained liquidity. When large amounts are flushed through gamma expirations, it is important for market makers to adjust their delta hedges. Rebalancing has to go through. This can lead to short-term volatility in the markets, which can lead to higher volatility,” DeSimone said.</p><p>US stocks declined on Thursday, with the Dow Jones Industrial Average falling over 750 points to book its worst day in three months. S&amp;P 500 recorded its worst day in more than two months, while the Nasdaq Composite, It recorded its biggest decline since the beginning of November.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Could Face Another Explosion of Volatility Friday As $4 Trillion of Options Expire in \"Quadruple Witching\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Could Face Another Explosion of Volatility Friday As $4 Trillion of Options Expire in \"Quadruple Witching\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/stocks-could-face-another-explosion-of-volatility-friday-as-4-trillion-of-options-expire-in-quadruple-witching-11671142359?mod=dist_amp_social&link=sfmw_tw&redirect=amp><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dow books affliction day in 3 month Thursday as recession fears rear alternate upThe banal bazaar could really-feel a little grumpier than accepted on Friday while “quadruple witching” rolls all over ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stocks-could-face-another-explosion-of-volatility-friday-as-4-trillion-of-options-expire-in-quadruple-witching-11671142359?mod=dist_amp_social&link=sfmw_tw&redirect=amp\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/stocks-could-face-another-explosion-of-volatility-friday-as-4-trillion-of-options-expire-in-quadruple-witching-11671142359?mod=dist_amp_social&link=sfmw_tw&redirect=amp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291168016","content_text":"Dow books affliction day in 3 month Thursday as recession fears rear alternate upThe banal bazaar could really-feel a little grumpier than accepted on Friday while “quadruple witching” rolls all over and a abundance of disinterestedness options and futures are set to expire.Stocks have been on a agrarian ride this week, and altitude could still get weirder as traders brace for “quadruple witching” on Friday, while a flurry of disinterestedness options and futures affairs expire.In particular, options affairs angry to $4 abundance in stocks, stock-index futures and exchange-traded payments are set to expire, authoritative Friday potentially the busiest day for options traders this year, in accordance to abstracts aggregate by Rocky Fishman, the arch of basis animation analysis at Goldman Sachs.The term “quadruple witching” refers to days when a group of equity-linked options and futures contracts expire, such as tradestation telling. This only happens four times a year, once every quarter.Additionally, the biggest slug of equity options expires in December, and this year is no exception, Fishman said, as the $4 trillion expiring Friday is the largest option exposure since at least the beginning of the year.Reliance on options by both retail and institutional traders has increased this year as traders turn to short-term contracts to try to profit from large, last-minute swings, according to Callie Cox, US. Investment Analyst at eToro.“We’ve seen a lot of retail clients look to options at the end of the year to think about hedging and speculating,” Cox said, adding that on Friday “there was going to be a huge option expiration.”Options involving $2.4 trillion in S&P 500 index futures are expected to be the main event on Friday, with hundreds of thousands of contracts with strike prices centered around the 4,000 level set to expire, according to Brent Kochuba, founder of options analytical service Spotgama.Puts and calls on the large-cap index are “very focused on the 4,000 strike,” Kochuba said in emailed comments to MarketWatch, adding that the recent turbulence in the markets suggests that traders may be underestimating That’s how volatile markets can be at the end of the year.The low level of liquidity, which is typical during the latter half of December, could weigh on stocks further as options dealers scramble to adjust their positions accordingly, said Garrett DeSimone, principal quant at Options Metrics.“Large hypothetical expirations can cause turbulence, especially during periods of increased volatility or constrained liquidity. When large amounts are flushed through gamma expirations, it is important for market makers to adjust their delta hedges. Rebalancing has to go through. This can lead to short-term volatility in the markets, which can lead to higher volatility,” DeSimone said.US stocks declined on Thursday, with the Dow Jones Industrial Average falling over 750 points to book its worst day in three months. S&P 500 recorded its worst day in more than two months, while the Nasdaq Composite, It recorded its biggest decline since the beginning of November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}