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Wil888
2022-06-09
🚀🚀🚀
Why Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games
Wil888
2022-05-19
Buy, hold and wait to 🚀
Tesla: Timing Is Everything
Wil888
2022-05-11
💪🏻💪🏻💪🏻
Hot Chinese ADRs Surged in Premarket Trading
Wil888
2022-04-28
It's been awhile they up. Come on chinese stock 🚀🚀🚀
Hot Chinese ADRs Made a Big Comeback
Wil888
2022-04-25
😊👍🚀🚀🚀
Will Tesla's Potential Stock Split Make You Rich?
Wil888
2022-04-15
Hold and buy 💪🏻💪🏻💪🏻
Alibaba Stock Fell 2.56% in Premarket Trading
Wil888
2022-04-13
💪🏻💪🏻💪🏻
NIO: Don't Buy Into The Fear, NIO Is An EV Pioneer
Wil888
2022-04-10
Love it 👍🚀🚀🚀
2 Stocks That Turned $1,000 into $10,000 (or More)
Wil888
2022-04-07
Go down to have more up 🚀🚀
Hot Chinese ADRs Slipped in Morning Trading
Wil888
2022-04-07
🚀🚀🚀
Tesla Stock Climbed 2.82% in Morning Trading
Wil888
2022-04-04
[Happy] [Strong]
TABLE-Top 20 vehicles sold in the United States in Q1 2022
Wil888
2022-04-01
🚀🚀🚀 don't give up on them 💪🏻💪🏻💪🏻
Hot Chinese ADRs Rallied in Premarket Trading
Wil888
2022-04-01
Buy and hold 💪🏻
Hot Chinese ADRs Slid in Morning Trading
Wil888
2022-03-31
🚀🚀🚀
Intel confirms acquisition of Israeli cloud service startup Granulate, terms not disclosed
Wil888
2022-03-30
Both Nio and Tesla 🚀🚀🚀
Why Cathie Wood Just Dumped Tesla for This Hot EV Stock
Wil888
2022-03-25
💪🏻💪🏻💪🏻👍👍👍
Sorry, the original content has been removed
Wil888
2022-03-23
🚀🚀🚀👍👍👍
Tesla in Right Place at Right Time as Stock Investors Look Past Risk
Wil888
2022-03-19
Potential 👍🚀
Sea Limited: The Three-Headed Monster
Wil888
2022-03-19
👍👍
Meta Stock: Weakest Link In FAANG?
Wil888
2022-03-17
Can get some to keep for long term 😍🚀🚀🚀
NIO Has Pivoted and Looks Set to Surge
Go to Tiger App to see more news
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07:42","market":"us","language":"en","title":"Why Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games","url":"https://stock-news.laohu8.com/highlight/detail?id=2242298847","media":"seekingalpha","summary":"Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted fro","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/c734479100befddea1e6e6d9d50f31a2\" tg-width=\"750\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.</p><p>Early Wednesday, Chinese authorities approved another license for domestic video games, which gave investors enthusiasm about the business prospects for many of China's leading tech companies. It was the second round of new licenses this week, and came after China put a halt on such licenses last year in and effort to curtail the amount of time minors in the country were spending online.</p><p>With Wednesday's gains, Alibaba (BABA) shares ended the day at $119.62, their best close since February.</p><p>Along with Alibaba (BABA) other Chinese stocks flexed their muscles, with JD.com (JD) rising almost 8%, PinDuoDuo (PDD) climbing nearly 10%, Baidu (BIDU) and ride-sharing leader DiDi Global (DIDI) rising more than 12% on the day.</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>Why Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 07:42 GMT+8 <a href=https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.Early Wednesday, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","BK4558":"双十一","BK4509":"腾讯概念","09618":"京东集团-SW","BK4524":"宅经济概念","BK4535":"淡马锡持仓","JD":"京东","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4501":"段永平概念","BK4538":"云计算","BK4579":"人工智能","BK4526":"热门中概股","BABA":"阿里巴巴","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","DIDIY":"DiDi Global Inc.","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4502":"阿里概念","BK4561":"索罗斯持仓","BK4022":"陆运","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09988":"阿里巴巴-W","BK4504":"桥水持仓","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数","PDD":"拼多多","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","DIDI":"滴滴(已退市)","BK4539":"次新股","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2242298847","content_text":"Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.Early Wednesday, Chinese authorities approved another license for domestic video games, which gave investors enthusiasm about the business prospects for many of China's leading tech companies. It was the second round of new licenses this week, and came after China put a halt on such licenses last year in and effort to curtail the amount of time minors in the country were spending online.With Wednesday's gains, Alibaba (BABA) shares ended the day at $119.62, their best close since February.Along with Alibaba (BABA) other Chinese stocks flexed their muscles, with JD.com (JD) rising almost 8%, PinDuoDuo (PDD) climbing nearly 10%, Baidu (BIDU) and ride-sharing leader DiDi Global (DIDI) rising more than 12% on the day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023570437,"gmtCreate":1652937656529,"gmtModify":1676535192897,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Buy, hold and wait to 🚀 ","listText":"Buy, hold and wait to 🚀 ","text":"Buy, hold and wait to 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023570437","repostId":"2236797581","repostType":2,"repost":{"id":"2236797581","kind":"highlight","pubTimestamp":1652932286,"share":"https://ttm.financial/m/news/2236797581?lang=&edition=fundamental","pubTime":"2022-05-19 11:51","market":"us","language":"en","title":"Tesla: Timing Is Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=2236797581","media":"seekingalpha","summary":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>You hear a lot about timing when it comes to the stock market.</li><li>“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.</li><li>You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.</li><li>Even so, I do agree, "time in" the market, not "timing" the market, creates true wealth, as my father would say.</li><li>In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a1229b9c7f7f78df1d901d2fde69ea\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Sjo/iStock Unreleased via Getty Images</span></p><p><b>Why now is an ideal time to buy Tesla</b></p><p>Yes, yes I know you can't time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.</p><p><b>First things first</b></p><p>I would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.</p><p>The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.</p><p><b>Tesla is not a “car” stock</b></p><p>I submit Tesla is not a car stock. It’s a long duration "story" stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They're commonly referred to as "long-duration assets."</p><p>Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it's more akin to the rumble between the Greasers and the Socs in the movie "The Outsiders" than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here's why.</p><p><b>Tesla revenue 5 year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab99bfe7748553a39961171fad2fc738\" tg-width=\"640\" tg-height=\"213\" width=\"100%\" height=\"auto\"/><span>5-year revenue growth (YCharts)</span></p><p><b>Tesla gross profit 5-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ac0c43a94e2f8a570de132e416f31d\" tg-width=\"640\" tg-height=\"208\" width=\"100%\" height=\"auto\"/><span>5-year Gross profit Growth (YCharts)</span></p><p>Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.</p><p><b>Lots of new competition, yes but…</b></p><p>There's a lot of new EV competitors in the space. There's no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary <a href=\"https://laohu8.com/S/AONE.U\">one</a> is Tesla’s charging infrastructure.</p><p><b>Tesla’s vastly superior charging infrastructure</b></p><p>My friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.</p><p><b>Tesla Super charging station map</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8250ffd495c652144b8dce9d70a2fc2\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"/><span>Tesla North American Supercharging Station Map (Tesla.com)</span></p><p>With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.</p><p>The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.</p><p><b>Tesla 10-year return on investment</b></p><p>I made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.</p><p><b>Tesla 10-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c6f4a069c5d0a8d1c46387167c52d8f\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"/><span>Tesla Long-term Chart (Finviz)</span></p><p>A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I'm 10 years older now. At nearly, 60, my priorities have changed. I'm transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.</p><p>Even so, I'm not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.</p><p><b>Tesla technical analysis</b></p><p>Tesla’s stock fallen 25% since I took profits on my long-term position.</p><p><b>Tesla current chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/792ea9bbefed3d777ecfcc34810ab1eb\" tg-width=\"640\" tg-height=\"199\" width=\"100%\" height=\"auto\"/><span>Tesla Current Chart (Finviz)</span></p><p>I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.</p><p><b>The Wrap Up</b></p><p>I believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That's a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there's plenty of room for some competition with the expansive total addressable EV market.</p><p>The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.</p><p><b>Final Note</b></p><p>The stock market is under pressure again as I wrap up this piece. There's a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.</p><p>My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”</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>Tesla: Timing Is Everything</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: Timing Is Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 11:51 GMT+8 <a href=https://seekingalpha.com/article/4512969-tesla-timing-is-everything><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512969-tesla-timing-is-everything\">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/4512969-tesla-timing-is-everything","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236797581","content_text":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.Even so, I do agree, \"time in\" the market, not \"timing\" the market, creates true wealth, as my father would say.In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.Sjo/iStock Unreleased via Getty ImagesWhy now is an ideal time to buy TeslaYes, yes I know you can't time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.First things firstI would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.Tesla is not a “car” stockI submit Tesla is not a car stock. It’s a long duration \"story\" stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They're commonly referred to as \"long-duration assets.\"Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it's more akin to the rumble between the Greasers and the Socs in the movie \"The Outsiders\" than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here's why.Tesla revenue 5 year chart5-year revenue growth (YCharts)Tesla gross profit 5-year chart5-year Gross profit Growth (YCharts)Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.Lots of new competition, yes but…There's a lot of new EV competitors in the space. There's no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary one is Tesla’s charging infrastructure.Tesla’s vastly superior charging infrastructureMy friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.Tesla Super charging station mapTesla North American Supercharging Station Map (Tesla.com)With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.Tesla 10-year return on investmentI made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.Tesla 10-year chartTesla Long-term Chart (Finviz)A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I'm 10 years older now. At nearly, 60, my priorities have changed. I'm transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.Even so, I'm not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.Tesla technical analysisTesla’s stock fallen 25% since I took profits on my long-term position.Tesla current chartTesla Current Chart (Finviz)I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s Twitter (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.The Wrap UpI believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That's a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there's plenty of room for some competition with the expansive total addressable EV market.The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.Final NoteThe stock market is under pressure again as I wrap up this piece. There's a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064045743,"gmtCreate":1652256604682,"gmtModify":1676535063001,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"💪🏻💪🏻💪🏻","listText":"💪🏻💪🏻💪🏻","text":"💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064045743","repostId":"1162450189","repostType":2,"repost":{"id":"1162450189","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652256337,"share":"https://ttm.financial/m/news/1162450189?lang=&edition=fundamental","pubTime":"2022-05-11 16:05","market":"us","language":"en","title":"Hot Chinese ADRs Surged in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1162450189","media":"Tiger Newspress","summary":"Alibaba, Baidu, Bilibili, JD.com, Li Auto, Pinduoduo and XPeng rose between 2% and 10%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, <a href=\"https://laohu8.com/S/DIDI\">DiDi</a>, <a href=\"https://laohu8.com/S/IQ\">iQiyi</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> rose between 2% and 10%.</p><p><img src=\"https://static.tigerbbs.com/1363f2053a5049c7dfc1fe59b29d1ac3\" tg-width=\"364\" tg-height=\"581\" width=\"100%\" height=\"auto\"/></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>Hot Chinese ADRs Surged in Premarket Trading</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\">\nHot Chinese ADRs Surged in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-11 16:05</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/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, <a href=\"https://laohu8.com/S/DIDI\">DiDi</a>, <a href=\"https://laohu8.com/S/IQ\">iQiyi</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> rose between 2% and 10%.</p><p><img src=\"https://static.tigerbbs.com/1363f2053a5049c7dfc1fe59b29d1ac3\" tg-width=\"364\" tg-height=\"581\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162450189","content_text":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, Pinduoduo and XPeng rose between 2% and 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060155877,"gmtCreate":1651112567457,"gmtModify":1676534852834,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"It's been awhile they up. Come on chinese stock 🚀🚀🚀","listText":"It's been awhile they up. Come on chinese stock 🚀🚀🚀","text":"It's been awhile they up. Come on chinese stock 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060155877","repostId":"1118747258","repostType":2,"repost":{"id":"1118747258","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651067721,"share":"https://ttm.financial/m/news/1118747258?lang=&edition=fundamental","pubTime":"2022-04-27 21:55","market":"us","language":"en","title":"Hot Chinese ADRs Made a Big Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=1118747258","media":"Tiger Newspress","summary":"Hot chinese ADRs de a big comeback in morning trading. Alibaba, Pinduoduo, JD.com, Netease, Baidu, B","content":"<html><head></head><body><p>Hot chinese ADRs de a big comeback in morning trading. Alibaba, Pinduoduo, JD.com, Netease, Baidu, Bilibili, iQiyi, DiDi, Nio, Xpeng Motors and Li Auto climbed between 5% and 10%.</p><p><img src=\"https://static.tigerbbs.com/b8e9b6c2c3f385aaf87a932da5a049d8\" tg-width=\"415\" tg-height=\"716\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Made a Big Comeback</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\">\nHot Chinese ADRs Made a Big Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-27 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot chinese ADRs de a big comeback in morning trading. Alibaba, Pinduoduo, JD.com, Netease, Baidu, Bilibili, iQiyi, DiDi, Nio, Xpeng Motors and Li Auto climbed between 5% and 10%.</p><p><img src=\"https://static.tigerbbs.com/b8e9b6c2c3f385aaf87a932da5a049d8\" tg-width=\"415\" tg-height=\"716\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118747258","content_text":"Hot chinese ADRs de a big comeback in morning trading. Alibaba, Pinduoduo, JD.com, Netease, Baidu, Bilibili, iQiyi, DiDi, Nio, Xpeng Motors and Li Auto climbed between 5% and 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084505326,"gmtCreate":1650885461154,"gmtModify":1676534808689,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"😊👍🚀🚀🚀","listText":"😊👍🚀🚀🚀","text":"😊👍🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084505326","repostId":"2229070197","repostType":4,"repost":{"id":"2229070197","kind":"highlight","pubTimestamp":1650872847,"share":"https://ttm.financial/m/news/2229070197?lang=&edition=fundamental","pubTime":"2022-04-25 15:47","market":"us","language":"en","title":"Will Tesla's Potential Stock Split Make You Rich?","url":"https://stock-news.laohu8.com/highlight/detail?id=2229070197","media":"Motley Fool","summary":"Don't get so caught up with stock split intentions that you fail to see the bigger picture.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla plans to seek approval from shareholders to pursue a stock split.</li><li>If approved, a stock split will multiply the number of shares Tesla investors own.</li><li>It's important to understand how a stock split works before you go on a Tesla shopping spree.</li></ul><p><b>Tesla</b> has garnered a lot of attention since its 5-for-1 stock split in 2020, and the light continues to shine on the electric vehicle maker. Last month, Tesla announced plans for a potential stock split, and the company's share price shot up.</p><p>If you're thinking about getting a slice of Tesla's stock, don't let the potential stock split be the only number that's driving your decision. There are more important factors to consider if you want a chance to profit from any stock you buy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5ebcdd6a8c79934bcdd9748f3f2447c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Tesla's big announcement</h2><p>Tesla's executive team always surprises the media with jaw-dropping news. Last month was no exception. On Monday, March 28, Tesla announced plans to pursue a stock split to provide shareholders with a stock dividend.</p><p>The stock split ratio and dates have not been released yet. Nothing is set in stone until shareholders vote at the upcoming shareholder meeting. Last year's meeting took place in October, so we are probably a few more months away from a final decision.</p><p>Tesla's last stock split occurred in August 2020. Investors received four additional shares for every one share held in their portfolio. From the time of the stock split announcement on Aug. 11 to the 5-for-1 stock split on Aug. 31, Tesla's stock price soared 80%. Although those returns were impressive, that doesn't necessarily mean the next potential stock split will yield the same results.</p><h2>Behind the scenes of a stock split</h2><p>Stock splits have been known to create excitement among investors, but they may not be worth all the hype. When a company announces a stock split, all shareholders on the books before the cutoff date will receive more shares of the company's stock. Although this may sound like a win for investors, it's only a cosmetic change. The company is just slicing every share in your portfolio into smaller pieces.</p><p>Let's say you buy two shares of Tesla stock for $1,000 per share. If the company pursues a 5-for-1 stock split again, you'll have 10 shares valued at $200 each if the stock price remains the same. If you sold half your shares, you'd get $1,000 in your account.</p><h2>Tesla's potential stock split won't guarantee your riches</h2><p>A stock split will make Tesla's four-figure stock price more affordable for the average investor. After the stock split, all investors can buy a whole share of Tesla for a cheaper price.</p><p>It isn't uncommon for a company's stock price to explode after a stock split. However, you can't guarantee that Tesla's stock will shoot up after the stock split. The best move you can make is to invest in a company based on the health of the underlying business. When you purchase stock in a company, you are essentially buying a piece of the business, so you want to make sure the business can attract profits in the future.</p><p>Here are a few metrics you want to keep tabs on if you want to unlock wealth in the stock market:</p><ul><li>Competitive advantage or economic moat</li><li>Production capabilities</li><li>Innovation</li><li>Management performance</li><li>Financial statement results</li><li>Industry trends</li></ul><h2>Don't lose sight of what really matters as an investor</h2><p>Although a stock split sounds fancy, it's not as glamorous as you may think. A stock split, in itself, won't lead to millions of dollars in your account overnight. If you were hoping to go from rags to riches overnight, a stock split won't do the trick.</p><p>That's not to say you shouldn't consider investing in Tesla stock. Pay attention to the key financial metrics, and then go beyond the numbers to determine if the company deserves a spot in your portfolio. If you do your research now, you can position yourself to attract market-beating returns that can get you one step closer to building wealth in the stock market over time.</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>Will Tesla's Potential Stock Split Make You Rich?</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\">\nWill Tesla's Potential Stock Split Make You Rich?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 15:47 GMT+8 <a href=https://www.fool.com/investing/2022/04/24/will-teslas-potential-stock-split-make-you-rich/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla plans to seek approval from shareholders to pursue a stock split.If approved, a stock split will multiply the number of shares Tesla investors own.It's important to understand how a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/24/will-teslas-potential-stock-split-make-you-rich/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/04/24/will-teslas-potential-stock-split-make-you-rich/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229070197","content_text":"KEY POINTSTesla plans to seek approval from shareholders to pursue a stock split.If approved, a stock split will multiply the number of shares Tesla investors own.It's important to understand how a stock split works before you go on a Tesla shopping spree.Tesla has garnered a lot of attention since its 5-for-1 stock split in 2020, and the light continues to shine on the electric vehicle maker. Last month, Tesla announced plans for a potential stock split, and the company's share price shot up.If you're thinking about getting a slice of Tesla's stock, don't let the potential stock split be the only number that's driving your decision. There are more important factors to consider if you want a chance to profit from any stock you buy.Image source: Getty Images.Tesla's big announcementTesla's executive team always surprises the media with jaw-dropping news. Last month was no exception. On Monday, March 28, Tesla announced plans to pursue a stock split to provide shareholders with a stock dividend.The stock split ratio and dates have not been released yet. Nothing is set in stone until shareholders vote at the upcoming shareholder meeting. Last year's meeting took place in October, so we are probably a few more months away from a final decision.Tesla's last stock split occurred in August 2020. Investors received four additional shares for every one share held in their portfolio. From the time of the stock split announcement on Aug. 11 to the 5-for-1 stock split on Aug. 31, Tesla's stock price soared 80%. Although those returns were impressive, that doesn't necessarily mean the next potential stock split will yield the same results.Behind the scenes of a stock splitStock splits have been known to create excitement among investors, but they may not be worth all the hype. When a company announces a stock split, all shareholders on the books before the cutoff date will receive more shares of the company's stock. Although this may sound like a win for investors, it's only a cosmetic change. The company is just slicing every share in your portfolio into smaller pieces.Let's say you buy two shares of Tesla stock for $1,000 per share. If the company pursues a 5-for-1 stock split again, you'll have 10 shares valued at $200 each if the stock price remains the same. If you sold half your shares, you'd get $1,000 in your account.Tesla's potential stock split won't guarantee your richesA stock split will make Tesla's four-figure stock price more affordable for the average investor. After the stock split, all investors can buy a whole share of Tesla for a cheaper price.It isn't uncommon for a company's stock price to explode after a stock split. However, you can't guarantee that Tesla's stock will shoot up after the stock split. The best move you can make is to invest in a company based on the health of the underlying business. When you purchase stock in a company, you are essentially buying a piece of the business, so you want to make sure the business can attract profits in the future.Here are a few metrics you want to keep tabs on if you want to unlock wealth in the stock market:Competitive advantage or economic moatProduction capabilitiesInnovationManagement performanceFinancial statement resultsIndustry trendsDon't lose sight of what really matters as an investorAlthough a stock split sounds fancy, it's not as glamorous as you may think. A stock split, in itself, won't lead to millions of dollars in your account overnight. If you were hoping to go from rags to riches overnight, a stock split won't do the trick.That's not to say you shouldn't consider investing in Tesla stock. Pay attention to the key financial metrics, and then go beyond the numbers to determine if the company deserves a spot in your portfolio. If you do your research now, you can position yourself to attract market-beating returns that can get you one step closer to building wealth in the stock market over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089105755,"gmtCreate":1649962435791,"gmtModify":1676534616589,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Hold and buy 💪🏻💪🏻💪🏻","listText":"Hold and buy 💪🏻💪🏻💪🏻","text":"Hold and buy 💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089105755","repostId":"1104735562","repostType":2,"repost":{"id":"1104735562","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649923401,"share":"https://ttm.financial/m/news/1104735562?lang=&edition=fundamental","pubTime":"2022-04-14 16:03","market":"us","language":"en","title":"Alibaba Stock Fell 2.56% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1104735562","media":"Tiger Newspress","summary":"$Alibaba(BABA)$ Stock Fell 2.56% in Premarket Trading.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Stock Fell 2.56% in Premarket Trading.</p><p><img src=\"https://static.tigerbbs.com/4bd1b80a43e7a288e5d18156315335f4\" tg-width=\"827\" tg-height=\"671\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock Fell 2.56% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock Fell 2.56% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-14 16:03</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/BABA\">Alibaba</a> Stock Fell 2.56% in Premarket Trading.</p><p><img src=\"https://static.tigerbbs.com/4bd1b80a43e7a288e5d18156315335f4\" tg-width=\"827\" tg-height=\"671\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104735562","content_text":"Alibaba Stock Fell 2.56% in Premarket Trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080034004,"gmtCreate":1649817248556,"gmtModify":1676534583189,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"💪🏻💪🏻💪🏻","listText":"💪🏻💪🏻💪🏻","text":"💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080034004","repostId":"2227664437","repostType":2,"repost":{"id":"2227664437","kind":"news","pubTimestamp":1649817058,"share":"https://ttm.financial/m/news/2227664437?lang=&edition=fundamental","pubTime":"2022-04-13 10:30","market":"us","language":"en","title":"NIO: Don't Buy Into The Fear, NIO Is An EV Pioneer","url":"https://stock-news.laohu8.com/highlight/detail?id=2227664437","media":"seekingalpha","summary":"Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. Wh","content":"<html><head></head><body><h2>Thesis Summary</h2><p>NIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at home. Most notably, NIO has had to suspend production due to COVID induced lockdowns around China. This is cause for concern, but the current sell-off is overblown.</p><p>A lot has happened with NIO in the last couple of weeks, and if we look at these developments closely, we can see that the good outweighs the bad. NIO is transforming itself into much more than an EV maker.</p><h2>Supply Issues Are Overblown</h2><p>First off, let’s address the issue of supply. NIO has been forced to suspend production because many of its supply partners are in cities facing harsh lockdowns. These include Jilin, Shanghai and Jiangsu. Shanghai, where NIO is headquartered, has been in a phased lockdown since the end of March.</p><p>NIO is no stranger to production halts, as it also faced issues in October 2021, when production was stopped due to upgrades being carried out. These were necessary to begin production of the ET7.</p><p>Having to stop production is a problem for a car company, but investors should not be overly concerned.</p><p>For starters, NIO is not the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> facing this problem. Other EV makers such as Tesla Inc (TSLA) and XPeng (XPEV) have also halted production. This is a sector-wide problem that doesn’t only affect NIO.</p><p>Secondly, investors should understand that, where possible, work is being carried out. Halting production doesn’t mean that the factory is closed down. In fact, NIO could use this as a chance to carry out further upgrades to its supply lines, since I believe there is still work to be done in that area.</p><p>Lastly, it is worth mentioning that NIO, which has often been criticized for not having its production facilities, is addressing this issue head-on. In my last article, I mentioned that NIO has almost completed the building of its F2 manufacturing facility in the NeoPark. With both factories fully operational, NIO will be able to produce close to 240,000 units per year</p><p>More importantly though, last week NIO increased its stake in its joint venture with JAC Motors to 50%. JAC is NIO’s main production partner, and the two established a JV on March 31st of 2021 called Jianglai. Rumor is that Jianglai will be responsible for producing NIO’s sub-brand, which targets the mass market.</p><h2>NIO: More than a car company</h2><p>While investors are panicking over the supply issues, NIO is delivering encouraging news and catalysts for future growth.</p><p>First off, NIO reported very strong monthly deliveries, with a 37.6% YoY increase. NIO deployed 884 Power Swap stations and 727 Power Charger stations, as well as 3,832 destination chargers in China. And this is where it gets interesting.</p><p>NIO has recently begun building out its power stations in Europe, and the company is in talks with other car companies to begin leasing out its infrastructure. This would be a huge move for NIO and could change the way the company is perceived by the market.</p><p>What separates NIO from other EV companies are two things. One is that it primarily promotes the utilization of Battery-as-a-Service. And two, that it has built out an immense infrastructure of battery swap stations in China, and is now doing this to Europe.</p><p>Building swap stations are big investments, with estimated costs of $772,00, in China, and charging other companies to use its battery swap stations would be a win-win. It would help NIO monetize its infrastructure, and save other EV manufacturers millions in investments.</p><p>In order for other EVs to use these stations, though, there would have to be some degree of standardization in the batteries, but this doesn't have to be an obstacle. NIO could also lend other companies a hand in designing their batteries, an area in which NIO has extensive expertise. NIO has a total of 2,768 patents in China, 204 in Europe and 193 more in the United States.</p><p>NIO is not only an EV manufacturer, it is a company with a very large infrastructure and extensive intellectual capital. This is perhaps the most significant reason I own NIO.</p><p>For now, it seems like Lotus Technology could be one of NIO’s first customers. It is worth mentioning though, that Lotus is partially owned by NIO</p><h2>Risks</h2><p>What I like about NIO is that it is laying the foundations for long-term success. However, the question remains whether BaaS will become standard practice amongst EV manufacturers. NIO certainly believes so and has placed its battery swap stations next to Tesla’s superchargers, to showcase the improved user experience.</p><p>NIO’s battery swap stations can change a battery in a matter of minutes. This also entails that you can always have a fully serviced battery, and the initial cost for the car is cheaper, with the battery cost being spread out month-to-month.</p><p>However, while the service is superior, in the long run, this is a more expensive endeavor. It involves changing the battery every time and building out a much more expensive network of stations.</p><p>Tesla’s superchargers are much cheaper to install, and they can charge 200 miles in 15 minutes. Is NIO’s battery swap worth it? The consumer will decide that. However, what is most concerning to me is that battery technology is still in its early stages. A lot may change in the next few years, including sizes, materials needed and charging times. Improvements in battery technology could render the advantages of BaaS over regular charging obsolete.</p><h2>Takeaway</h2><p>NIO’s shares have slid significantly in the last week, and this doesn't reflect the reality of what is happening. While supply issues are a challenge, NIO’s expansion in Europe and its growth prospects beyond the sale of EVs should be more than enough to keep investors interested. NIO is a leader in battery technology and is building out an incredibly valuable infrastructure. It’s just a matter of time before the market realizes this.</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>NIO: Don't Buy Into The Fear, NIO Is An EV Pioneer</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: Don't Buy Into The Fear, NIO Is An EV Pioneer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 10:30 GMT+8 <a href=https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4504":"桥水持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","BK4505":"高瓴资本持仓","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227664437","content_text":"Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at home. Most notably, NIO has had to suspend production due to COVID induced lockdowns around China. This is cause for concern, but the current sell-off is overblown.A lot has happened with NIO in the last couple of weeks, and if we look at these developments closely, we can see that the good outweighs the bad. NIO is transforming itself into much more than an EV maker.Supply Issues Are OverblownFirst off, let’s address the issue of supply. NIO has been forced to suspend production because many of its supply partners are in cities facing harsh lockdowns. These include Jilin, Shanghai and Jiangsu. Shanghai, where NIO is headquartered, has been in a phased lockdown since the end of March.NIO is no stranger to production halts, as it also faced issues in October 2021, when production was stopped due to upgrades being carried out. These were necessary to begin production of the ET7.Having to stop production is a problem for a car company, but investors should not be overly concerned.For starters, NIO is not the only one facing this problem. Other EV makers such as Tesla Inc (TSLA) and XPeng (XPEV) have also halted production. This is a sector-wide problem that doesn’t only affect NIO.Secondly, investors should understand that, where possible, work is being carried out. Halting production doesn’t mean that the factory is closed down. In fact, NIO could use this as a chance to carry out further upgrades to its supply lines, since I believe there is still work to be done in that area.Lastly, it is worth mentioning that NIO, which has often been criticized for not having its production facilities, is addressing this issue head-on. In my last article, I mentioned that NIO has almost completed the building of its F2 manufacturing facility in the NeoPark. With both factories fully operational, NIO will be able to produce close to 240,000 units per yearMore importantly though, last week NIO increased its stake in its joint venture with JAC Motors to 50%. JAC is NIO’s main production partner, and the two established a JV on March 31st of 2021 called Jianglai. Rumor is that Jianglai will be responsible for producing NIO’s sub-brand, which targets the mass market.NIO: More than a car companyWhile investors are panicking over the supply issues, NIO is delivering encouraging news and catalysts for future growth.First off, NIO reported very strong monthly deliveries, with a 37.6% YoY increase. NIO deployed 884 Power Swap stations and 727 Power Charger stations, as well as 3,832 destination chargers in China. And this is where it gets interesting.NIO has recently begun building out its power stations in Europe, and the company is in talks with other car companies to begin leasing out its infrastructure. This would be a huge move for NIO and could change the way the company is perceived by the market.What separates NIO from other EV companies are two things. One is that it primarily promotes the utilization of Battery-as-a-Service. And two, that it has built out an immense infrastructure of battery swap stations in China, and is now doing this to Europe.Building swap stations are big investments, with estimated costs of $772,00, in China, and charging other companies to use its battery swap stations would be a win-win. It would help NIO monetize its infrastructure, and save other EV manufacturers millions in investments.In order for other EVs to use these stations, though, there would have to be some degree of standardization in the batteries, but this doesn't have to be an obstacle. NIO could also lend other companies a hand in designing their batteries, an area in which NIO has extensive expertise. NIO has a total of 2,768 patents in China, 204 in Europe and 193 more in the United States.NIO is not only an EV manufacturer, it is a company with a very large infrastructure and extensive intellectual capital. This is perhaps the most significant reason I own NIO.For now, it seems like Lotus Technology could be one of NIO’s first customers. It is worth mentioning though, that Lotus is partially owned by NIORisksWhat I like about NIO is that it is laying the foundations for long-term success. However, the question remains whether BaaS will become standard practice amongst EV manufacturers. NIO certainly believes so and has placed its battery swap stations next to Tesla’s superchargers, to showcase the improved user experience.NIO’s battery swap stations can change a battery in a matter of minutes. This also entails that you can always have a fully serviced battery, and the initial cost for the car is cheaper, with the battery cost being spread out month-to-month.However, while the service is superior, in the long run, this is a more expensive endeavor. It involves changing the battery every time and building out a much more expensive network of stations.Tesla’s superchargers are much cheaper to install, and they can charge 200 miles in 15 minutes. Is NIO’s battery swap worth it? The consumer will decide that. However, what is most concerning to me is that battery technology is still in its early stages. A lot may change in the next few years, including sizes, materials needed and charging times. Improvements in battery technology could render the advantages of BaaS over regular charging obsolete.TakeawayNIO’s shares have slid significantly in the last week, and this doesn't reflect the reality of what is happening. While supply issues are a challenge, NIO’s expansion in Europe and its growth prospects beyond the sale of EVs should be more than enough to keep investors interested. NIO is a leader in battery technology and is building out an incredibly valuable infrastructure. It’s just a matter of time before the market realizes this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015742288,"gmtCreate":1649558377983,"gmtModify":1676534530140,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Love it 👍🚀🚀🚀","listText":"Love it 👍🚀🚀🚀","text":"Love it 👍🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015742288","repostId":"2226207085","repostType":4,"repost":{"id":"2226207085","kind":"highlight","pubTimestamp":1649462413,"share":"https://ttm.financial/m/news/2226207085?lang=&edition=fundamental","pubTime":"2022-04-09 08:00","market":"us","language":"en","title":"2 Stocks That Turned $1,000 into $10,000 (or More)","url":"https://stock-news.laohu8.com/highlight/detail?id=2226207085","media":"Motley Fool","summary":"These top brands have made investors plenty since 2012.","content":"<html><head></head><body><p><b>RH</b> and <b>Netflix</b> have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are sitting on thousands of dollars in gains.</p><p>But with RH and Netflix getting slammed by the market this year, are they still good stocks to buy? Let's have a look.</p><p><img src=\"https://static.tigerbbs.com/1a62fd0b7ec4bdb82b43c2565c27a978\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>RH data by YCharts.</p><h2>RH</h2><p>It's difficult to imagine how a furniture company could turn $1,000 into $10,000 in less than 10 years, but that's the return RH delivered following its initial public offering in November 2012. At RH's all-time high last year, the value of that small investment would have been briefly worth $24,000. The recent drop in the share price could be a great opportunity to start a position in the fast-growing luxury furniture brand.</p><p>RH is led by visionary CEO Gary Friedman. The company has expanded its luxurious furniture offerings to include a wide collection of solutions for different spaces, including RH Modern, RH Beach House, RH Ski House, RH Rugs, and more.</p><p>Worries over supply-chain issues and inflationary costs have hit the stock hard. The shares are down 55% from their highs, but news of a three-for-<a href=\"https://laohu8.com/S/AONE.U\">one</a> stock split and a better-than-expected earnings report at the end of March has investors feeling more upbeat.</p><p>Indeed, RH reported a revenue increase of 11% year over year in the fiscal fourth quarter. That looks quite strong considering the economic headwinds. The Russia-Ukraine war is an additional headwind. The company cited some softening in demand to start the quarter in relation to that, but management's guidance still calls for revenue to grow between 7% and 8% in the first quarter.</p><p>Investors don't have to pay much for growth. At a price-to-earnings ratio of 15, this growth retail stock is a great value at these levels. If the investment by Warren Buffett's <b>Berkshire Hathaway</b> is any indication, RH still has many years of growth in store.</p><h2>Netflix</h2><p>In 2012, Netflix was transitioning from DVD-by-mail to streaming. It launched its first original series <i>House of Cards</i> in early 2013. A $1,000 investment in early 2012 would be worth $23,000 even after the recent drop in the stock price.</p><p>Wall Street has turned a cold shoulder to the leader in streaming after Netflix reported decelerating subscriber growth throughout 2021. Subscriber growth clocked in at 8.9% in the fourth quarter, which is a far cry from the 20%-plus rates it was posting through 2020.</p><p>Still, Netflix is not done growing by a long shot. There are still plenty of connected TVs around the world without Netflix. The Motion Picture Association reported that the number of streaming subscribers globally grew 14% in 2021 to reach 1.3 billion. That is a nice tailwind for Netflix, sitting at 222 million subscribers. Ultimately, Netflix's vast library of content should help the service win more share of that massive global market.</p><p>Streaming stocks are still attractive long-term investments. And with Netflix shares trading at a price-to-earnings ratio of 32 -- a valuation that reflects its continued growth potential -- you might not find a better value in this space.</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>2 Stocks That Turned $1,000 into $10,000 (or More)</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\">\n2 Stocks That Turned $1,000 into $10,000 (or More)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:00 GMT+8 <a href=https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>RH and Netflix have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BRK.A":"伯克希尔","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4507":"流媒体概念","BRK.B":"伯克希尔B","BK4550":"红杉资本持仓","NFLX":"奈飞","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226207085","content_text":"RH and Netflix have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are sitting on thousands of dollars in gains.But with RH and Netflix getting slammed by the market this year, are they still good stocks to buy? Let's have a look.RH data by YCharts.RHIt's difficult to imagine how a furniture company could turn $1,000 into $10,000 in less than 10 years, but that's the return RH delivered following its initial public offering in November 2012. At RH's all-time high last year, the value of that small investment would have been briefly worth $24,000. The recent drop in the share price could be a great opportunity to start a position in the fast-growing luxury furniture brand.RH is led by visionary CEO Gary Friedman. The company has expanded its luxurious furniture offerings to include a wide collection of solutions for different spaces, including RH Modern, RH Beach House, RH Ski House, RH Rugs, and more.Worries over supply-chain issues and inflationary costs have hit the stock hard. The shares are down 55% from their highs, but news of a three-for-one stock split and a better-than-expected earnings report at the end of March has investors feeling more upbeat.Indeed, RH reported a revenue increase of 11% year over year in the fiscal fourth quarter. That looks quite strong considering the economic headwinds. The Russia-Ukraine war is an additional headwind. The company cited some softening in demand to start the quarter in relation to that, but management's guidance still calls for revenue to grow between 7% and 8% in the first quarter.Investors don't have to pay much for growth. At a price-to-earnings ratio of 15, this growth retail stock is a great value at these levels. If the investment by Warren Buffett's Berkshire Hathaway is any indication, RH still has many years of growth in store.NetflixIn 2012, Netflix was transitioning from DVD-by-mail to streaming. It launched its first original series House of Cards in early 2013. A $1,000 investment in early 2012 would be worth $23,000 even after the recent drop in the stock price.Wall Street has turned a cold shoulder to the leader in streaming after Netflix reported decelerating subscriber growth throughout 2021. Subscriber growth clocked in at 8.9% in the fourth quarter, which is a far cry from the 20%-plus rates it was posting through 2020.Still, Netflix is not done growing by a long shot. There are still plenty of connected TVs around the world without Netflix. The Motion Picture Association reported that the number of streaming subscribers globally grew 14% in 2021 to reach 1.3 billion. That is a nice tailwind for Netflix, sitting at 222 million subscribers. Ultimately, Netflix's vast library of content should help the service win more share of that massive global market.Streaming stocks are still attractive long-term investments. And with Netflix shares trading at a price-to-earnings ratio of 32 -- a valuation that reflects its continued growth potential -- you might not find a better value in this space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012220517,"gmtCreate":1649341255305,"gmtModify":1676534494702,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Go down to have more up 🚀🚀","listText":"Go down to have more up 🚀🚀","text":"Go down to have more up 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012220517","repostId":"1151216574","repostType":2,"repost":{"id":"1151216574","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649338862,"share":"https://ttm.financial/m/news/1151216574?lang=&edition=fundamental","pubTime":"2022-04-07 21:41","market":"us","language":"en","title":"Hot Chinese ADRs Slipped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151216574","media":"Tiger Newspress","summary":"Hot Chinese ADRs Slipped in Morning Trading. Alibaba, Pinduoduo, Baidu, JD.com, iQiyi, DiDi and Nio ","content":"<html><head></head><body><p>Hot Chinese ADRs Slipped in Morning Trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Pinduoduo, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, iQiyi, DiDi and Nio fell between 2% and 8%.</p><p><img src=\"https://static.tigerbbs.com/5664cfc6db0974d485f6493429a59a16\" tg-width=\"414\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></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>Hot Chinese ADRs Slipped in Morning Trading</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\">\nHot Chinese ADRs Slipped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-07 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs Slipped in Morning Trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Pinduoduo, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, iQiyi, DiDi and Nio fell between 2% and 8%.</p><p><img src=\"https://static.tigerbbs.com/5664cfc6db0974d485f6493429a59a16\" tg-width=\"414\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","BK4509":"腾讯概念","BK1586":"云计算","BK4077":"互动媒体与服务","BK4551":"寇图资本持仓","BK1142":"互联网与直销零售","BIDU":"百度","BK1587":"次新股","JD":"京东","BK4531":"中概回港概念","BK4575":"芯片概念","BK1608":"元宇宙概念","BK1517":"云办公","BK4552":"Archegos爆仓风波概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4122":"互联网与直销零售","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151216574","content_text":"Hot Chinese ADRs Slipped in Morning Trading. Alibaba, Pinduoduo, Baidu, JD.com, iQiyi, DiDi and Nio fell between 2% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012268243,"gmtCreate":1649340871811,"gmtModify":1676534494477,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012268243","repostId":"1166250792","repostType":2,"repost":{"id":"1166250792","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649340100,"share":"https://ttm.financial/m/news/1166250792?lang=&edition=fundamental","pubTime":"2022-04-07 22:01","market":"us","language":"en","title":"Tesla Stock Climbed 2.82% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1166250792","media":"Tiger Newspress","summary":"Tesla Climbed 2.82% in Morning Trading. Tesla raised U.S. prices of some Model 3 vehicles by at leas","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Climbed 2.82% in Morning Trading. Tesla raised U.S. prices of some Model 3 vehicles by at least $1,000.<img src=\"https://static.tigerbbs.com/9920bbaa3e60b360d4bd77fd5da6f966\" tg-width=\"905\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> on Wednesday raised the prices of some of its electric vehicles for the third time in less than a month in the United States, as the company grapples with inflationary pressure and logistical snarls.</p><p>The Model 3 Performance and the Long Range are now priced at $55,990 and $62,990. Elon Musk-led Tesla has left the price of the entry-level Model 3 unchanged at this time.</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 Stock Climbed 2.82% in Morning Trading</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 Stock Climbed 2.82% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-07 22:01</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/TSLA\">Tesla</a> Climbed 2.82% in Morning Trading. Tesla raised U.S. prices of some Model 3 vehicles by at least $1,000.<img src=\"https://static.tigerbbs.com/9920bbaa3e60b360d4bd77fd5da6f966\" tg-width=\"905\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> on Wednesday raised the prices of some of its electric vehicles for the third time in less than a month in the United States, as the company grapples with inflationary pressure and logistical snarls.</p><p>The Model 3 Performance and the Long Range are now priced at $55,990 and $62,990. Elon Musk-led Tesla has left the price of the entry-level Model 3 unchanged at this time.</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":"1166250792","content_text":"Tesla Climbed 2.82% in Morning Trading. Tesla raised U.S. prices of some Model 3 vehicles by at least $1,000.Tesla Inc on Wednesday raised the prices of some of its electric vehicles for the third time in less than a month in the United States, as the company grapples with inflationary pressure and logistical snarls.The Model 3 Performance and the Long Range are now priced at $55,990 and $62,990. Elon Musk-led Tesla has left the price of the entry-level Model 3 unchanged at this time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018711677,"gmtCreate":1649087497335,"gmtModify":1676534448661,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":" [Happy] [Strong] ","listText":" [Happy] [Strong] ","text":"[Happy] [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018711677","repostId":"2224093743","repostType":2,"repost":{"id":"2224093743","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1649086774,"share":"https://ttm.financial/m/news/2224093743?lang=&edition=fundamental","pubTime":"2022-04-04 23:39","market":"us","language":"en","title":"TABLE-Top 20 vehicles sold in the United States in Q1 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2224093743","media":"Reuters","summary":"April 4 (Reuters) - The following are the 20 top-selling vehicles in the United States in Q1 2022, a","content":"<html><body><p>April 4 (Reuters) - The following are the 20 top-selling vehicles in the United States in Q1 2022, as reported by automakers and ranked by total units. </p><p>Top 20 vehicles sold in the United States in Q1 2022:</p><p>RANK VEHICLE Q1 2022 Q1 2021 PCT CHNG</p><p>1 Ford F-Series P/U 140,701 203,797 -31.0</p><p>2 Ram P/U 127,116 148,836 -14.6</p><p>3 Chevy Silverado-C/K P/U 121,107 126,591 -4.3</p><p>4 Toyota RAV4 101,192 114,255 -11.4</p><p>5 Jeep Grand Cherokee 75,117 55,198 +36.1</p><p>6 Toyota Highlander 66,026 63,831 +3.4</p><p>7 Toyota Camry 61,505 78,151 -21.3</p><p>8 Honda CR-V 58,579 93,766 -37.5</p><p>9 GMC Sierra P/U 56,617 62,917 -10.0</p><p>10 Chevrolet Equinox 56,036 63,218 -11.4</p><p>11 Toyota Tacoma 53,182 66,449 -20.0</p><p>12 Toyota Corolla 47,501 72,520 -34.5</p><p>13 Jeep Wrangler 45,551 49,646 -8.2</p><p>14 Nissan Rogue 45,235 86,720 -47.8</p><p>15 Ford Explorer 42,736 65,244 -34.5</p><p>16 Honda Accord 42,039 46,591 -9.8</p><p>17 Ford Escape 39,962 40,990 -2.5</p><p>18 Honda Civic 38,515 55,903 -31.1</p><p>19 Nissan Altima 38,295 32,017 +19.6</p><p>20 Nissan Sentra 27,131 37,238 -27.1</p><p> (Compiled by Bengaluru Newsroom)</p><p>((Diaries@thomsonreuters.com))</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>TABLE-Top 20 vehicles sold in the United States in Q1 2022</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\">\nTABLE-Top 20 vehicles sold in the United States in Q1 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-04 23:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 4 (Reuters) - The following are the 20 top-selling vehicles in the United States in Q1 2022, as reported by automakers and ranked by total units. </p><p>Top 20 vehicles sold in the United States in Q1 2022:</p><p>RANK VEHICLE Q1 2022 Q1 2021 PCT CHNG</p><p>1 Ford F-Series P/U 140,701 203,797 -31.0</p><p>2 Ram P/U 127,116 148,836 -14.6</p><p>3 Chevy Silverado-C/K P/U 121,107 126,591 -4.3</p><p>4 Toyota RAV4 101,192 114,255 -11.4</p><p>5 Jeep Grand Cherokee 75,117 55,198 +36.1</p><p>6 Toyota Highlander 66,026 63,831 +3.4</p><p>7 Toyota Camry 61,505 78,151 -21.3</p><p>8 Honda CR-V 58,579 93,766 -37.5</p><p>9 GMC Sierra P/U 56,617 62,917 -10.0</p><p>10 Chevrolet Equinox 56,036 63,218 -11.4</p><p>11 Toyota Tacoma 53,182 66,449 -20.0</p><p>12 Toyota Corolla 47,501 72,520 -34.5</p><p>13 Jeep Wrangler 45,551 49,646 -8.2</p><p>14 Nissan Rogue 45,235 86,720 -47.8</p><p>15 Ford Explorer 42,736 65,244 -34.5</p><p>16 Honda Accord 42,039 46,591 -9.8</p><p>17 Ford Escape 39,962 40,990 -2.5</p><p>18 Honda Civic 38,515 55,903 -31.1</p><p>19 Nissan Altima 38,295 32,017 +19.6</p><p>20 Nissan Sentra 27,131 37,238 -27.1</p><p> (Compiled by Bengaluru Newsroom)</p><p>((Diaries@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","03160":"华夏日股对冲","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TM":"丰田汽车","GM":"通用汽车","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224093743","content_text":"April 4 (Reuters) - The following are the 20 top-selling vehicles in the United States in Q1 2022, as reported by automakers and ranked by total units. Top 20 vehicles sold in the United States in Q1 2022:RANK VEHICLE Q1 2022 Q1 2021 PCT CHNG1 Ford F-Series P/U 140,701 203,797 -31.02 Ram P/U 127,116 148,836 -14.63 Chevy Silverado-C/K P/U 121,107 126,591 -4.34 Toyota RAV4 101,192 114,255 -11.45 Jeep Grand Cherokee 75,117 55,198 +36.16 Toyota Highlander 66,026 63,831 +3.47 Toyota Camry 61,505 78,151 -21.38 Honda CR-V 58,579 93,766 -37.59 GMC Sierra P/U 56,617 62,917 -10.010 Chevrolet Equinox 56,036 63,218 -11.411 Toyota Tacoma 53,182 66,449 -20.012 Toyota Corolla 47,501 72,520 -34.513 Jeep Wrangler 45,551 49,646 -8.214 Nissan Rogue 45,235 86,720 -47.815 Ford Explorer 42,736 65,244 -34.516 Honda Accord 42,039 46,591 -9.817 Ford Escape 39,962 40,990 -2.518 Honda Civic 38,515 55,903 -31.119 Nissan Altima 38,295 32,017 +19.620 Nissan Sentra 27,131 37,238 -27.1 (Compiled by Bengaluru Newsroom)((Diaries@thomsonreuters.com))","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011913348,"gmtCreate":1648801439300,"gmtModify":1676534400825,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"🚀🚀🚀 don't give up on them 💪🏻💪🏻💪🏻","listText":"🚀🚀🚀 don't give up on them 💪🏻💪🏻💪🏻","text":"🚀🚀🚀 don't give up on them 💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011913348","repostId":"1158970830","repostType":2,"repost":{"id":"1158970830","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648800378,"share":"https://ttm.financial/m/news/1158970830?lang=&edition=fundamental","pubTime":"2022-04-01 16:06","market":"us","language":"en","title":"Hot Chinese ADRs Rallied in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1158970830","media":"Tiger Newspress","summary":"Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili,","content":"<html><head></head><body><p>Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/56f7c0da045335706f7f4157d28ac7a1\" tg-width=\"418\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></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>Hot Chinese ADRs Rallied in Premarket Trading</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\">\nHot Chinese ADRs Rallied in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/56f7c0da045335706f7f4157d28ac7a1\" tg-width=\"418\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","DIDI":"滴滴(已退市)","BILI":"哔哩哔哩","BIDU":"百度","PDD":"拼多多","IQ":"爱奇艺","BEKE":"贝壳","NIO":"蔚来","XPEV":"小鹏汽车","NTES":"网易","BABA":"阿里巴巴","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158970830","content_text":"Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013765859,"gmtCreate":1648776934256,"gmtModify":1676534396347,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Buy and hold 💪🏻","listText":"Buy and hold 💪🏻","text":"Buy and hold 💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013765859","repostId":"1176336602","repostType":2,"repost":{"id":"1176336602","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648735211,"share":"https://ttm.financial/m/news/1176336602?lang=&edition=fundamental","pubTime":"2022-03-31 22:00","market":"us","language":"en","title":"Hot Chinese ADRs Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1176336602","media":"Tiger Newspress","summary":"Hot chinese ADRs slid in morning trading. Alibaba, Pinduoduo, JD.com, Baidu, iQIYI, KE Holdings, DiD","content":"<html><head></head><body><p>Hot chinese ADRs slid in morning trading. Alibaba, Pinduoduo, JD.com, Baidu, iQIYI, KE Holdings, DiDi Global, Nio, Xpeng Motors and Li Auto fell between 2% and 8%.</p><p><img src=\"https://static.tigerbbs.com/cfb889d7bfe4da4e03fac7f9cfec2ac6\" tg-width=\"416\" tg-height=\"721\" referrerpolicy=\"no-referrer\"/></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>Hot Chinese ADRs Slid in Morning Trading</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\">\nHot Chinese ADRs Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-31 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot chinese ADRs slid in morning trading. Alibaba, Pinduoduo, JD.com, Baidu, iQIYI, KE Holdings, DiDi Global, Nio, Xpeng Motors and Li Auto fell between 2% and 8%.</p><p><img src=\"https://static.tigerbbs.com/cfb889d7bfe4da4e03fac7f9cfec2ac6\" tg-width=\"416\" tg-height=\"721\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","XPEV":"小鹏汽车","ZTO":"中通快递","LI":"理想汽车","BABA":"阿里巴巴","DIDI":"滴滴(已退市)","PDD":"拼多多","NTES":"网易","NIO":"蔚来","IQ":"爱奇艺","BEKE":"贝壳","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176336602","content_text":"Hot chinese ADRs slid in morning trading. Alibaba, Pinduoduo, JD.com, Baidu, iQIYI, KE Holdings, DiDi Global, Nio, Xpeng Motors and Li Auto fell between 2% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013290939,"gmtCreate":1648731516069,"gmtModify":1676534387296,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013290939","repostId":"2223366614","repostType":2,"repost":{"id":"2223366614","kind":"news","pubTimestamp":1648734418,"share":"https://ttm.financial/m/news/2223366614?lang=&edition=fundamental","pubTime":"2022-03-31 21:46","market":"us","language":"en","title":"Intel confirms acquisition of Israeli cloud service startup Granulate, terms not disclosed","url":"https://stock-news.laohu8.com/highlight/detail?id=2223366614","media":"seekingalpha","summary":"Intel Corporation (NASDAQ:INTC) has signed an agreement to acquire Granulate Cloud Solutions, an Isr","content":"<html><body><ul> <li>Intel Corporation (<span>NASDAQ:INTC</span>) has signed an agreement to acquire Granulate Cloud Solutions, an Israel-based developer of real-time continuous optimization software.</li>\n<li>The acquisition of Granulate will help cloud and data center customers maximize compute workload performance and reduce infrastructure and cloud costs.</li>\n<li>Deal terms are not being disclosed.</li> <li>The transaction is expected to close in the second quarter of 2022.</li>\n<li>Upon closing, Granulate’s approximately 120 employees will join Intel’s Datacenter and AI business unit.</li>\n<li>Shares <font color=\"green\">+0.08%</font> premarket.</li>\n<li>Previously: Intel to buy Israeli cloud service startup Granulate for $650M (March 23)</li>\n<li>Check the latest analysis on stock here.</li> </ul></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>Intel confirms acquisition of Israeli cloud service startup Granulate, terms not disclosed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel confirms acquisition of Israeli cloud service startup Granulate, terms not disclosed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 21:46 GMT+8 <a href=https://seekingalpha.com/news/3819287-intel-confirms-acquisition-of-israeli-cloud-service-startup-granulate-terms-not-disclosed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corporation (NASDAQ:INTC) has signed an agreement to acquire Granulate Cloud Solutions, an Israel-based developer of real-time continuous optimization software.\nThe acquisition of Granulate will...</p>\n\n<a href=\"https://seekingalpha.com/news/3819287-intel-confirms-acquisition-of-israeli-cloud-service-startup-granulate-terms-not-disclosed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4529":"IDC概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4579":"人工智能","INTC":"英特尔","BK4512":"苹果概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://seekingalpha.com/news/3819287-intel-confirms-acquisition-of-israeli-cloud-service-startup-granulate-terms-not-disclosed","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2223366614","content_text":"Intel Corporation (NASDAQ:INTC) has signed an agreement to acquire Granulate Cloud Solutions, an Israel-based developer of real-time continuous optimization software.\nThe acquisition of Granulate will help cloud and data center customers maximize compute workload performance and reduce infrastructure and cloud costs.\nDeal terms are not being disclosed. The transaction is expected to close in the second quarter of 2022.\nUpon closing, Granulate’s approximately 120 employees will join Intel’s Datacenter and AI business unit.\nShares +0.08% premarket.\nPreviously: Intel to buy Israeli cloud service startup Granulate for $650M (March 23)\nCheck the latest analysis on stock here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013023511,"gmtCreate":1648655151673,"gmtModify":1676534372857,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Both Nio and Tesla 🚀🚀🚀","listText":"Both Nio and Tesla 🚀🚀🚀","text":"Both Nio and Tesla 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013023511","repostId":"2223950802","repostType":2,"repost":{"id":"2223950802","kind":"highlight","pubTimestamp":1648649952,"share":"https://ttm.financial/m/news/2223950802?lang=&edition=fundamental","pubTime":"2022-03-30 22:19","market":"us","language":"en","title":"Why Cathie Wood Just Dumped Tesla for This Hot EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2223950802","media":"Motley Fool","summary":"Cathie Wood makes a big move and buy Nio stock for the first time.","content":"<html><head></head><body><p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview with <i>Barron's</i>, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.</p><p>Wood owns several EV stocks, but the one that's stood out so far is industry leader <b>Tesla</b>. Tesla is, in fact, Wood's largest holding -- the stock constituted 7.54% across all of Ark Invest's family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.</p><p>Yet, that's after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.</p><p>What's even more surprising, though, is the EV stock Wood bought same day: <b>Nio</b>. The <b>Ark Autonomous Technology & Robotics ETF</b> (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb11f4ff477a5aa657c946261c8b83da\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>To be sure, trimming her Tesla position doesn't necessarily mean Wood's conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood's conviction in the Chinese EV stock.</p><h2>Why Nio caught Cathie Wood's attention</h2><p>Wood's interest in Tesla shouldn't come as a surprise. The company's foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2f525e4ebb4e2c40e0150bcf01ec7b9\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>Yet competition is heating up, and Wood seemingly doesn't want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the "Tesla of China" and has even said it aims to sell better products than Tesla but at lower costs.</p><p>The fact that Wood bought Nio stock just one day after the company's fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood's attention. I believe it's the EV maker's growth plans.</p><h2>Nio's big plans</h2><p>Nio expects to deliver 25,000-26,000 vehicles in the first quarter. That's roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.</p><p>Yet Nio isn't worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.</p><p>More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.</p><p>Nio's revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world's largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e327e3b1a66f10690e5ef105a1177dc3\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.</p><h2>Path to profitability</h2><p>As a company that has its eyes set set on two of the world's largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.</p><p>BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio's swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.</p><p>Nio's agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.</p><p>Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.</p><p>In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That's what seems to have caught Cathie Wood's attention, and she evidently bought the dip in this hot EV stock.</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>Why Cathie Wood Just Dumped Tesla for This Hot EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Cathie Wood Just Dumped Tesla for This Hot EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 22:19 GMT+8 <a href=https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4551":"寇图资本持仓","NIO":"蔚来","BK4581":"高盛持仓","BK4555":"新能源车","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223950802","content_text":"Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview with Barron's, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.Wood owns several EV stocks, but the one that's stood out so far is industry leader Tesla. Tesla is, in fact, Wood's largest holding -- the stock constituted 7.54% across all of Ark Invest's family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.Yet, that's after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.What's even more surprising, though, is the EV stock Wood bought same day: Nio. The Ark Autonomous Technology & Robotics ETF (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.Image source: Getty Images.To be sure, trimming her Tesla position doesn't necessarily mean Wood's conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood's conviction in the Chinese EV stock.Why Nio caught Cathie Wood's attentionWood's interest in Tesla shouldn't come as a surprise. The company's foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.Image source: Statista.Yet competition is heating up, and Wood seemingly doesn't want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the \"Tesla of China\" and has even said it aims to sell better products than Tesla but at lower costs.The fact that Wood bought Nio stock just one day after the company's fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood's attention. I believe it's the EV maker's growth plans.Nio's big plansNio expects to deliver 25,000-26,000 vehicles in the first quarter. That's roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.Yet Nio isn't worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.Nio's revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world's largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.Image source: Statista.In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.Path to profitabilityAs a company that has its eyes set set on two of the world's largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio's swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.Nio's agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That's what seems to have caught Cathie Wood's attention, and she evidently bought the dip in this hot EV stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037775887,"gmtCreate":1648193643109,"gmtModify":1676534315772,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"💪🏻💪🏻💪🏻👍👍👍","listText":"💪🏻💪🏻💪🏻👍👍👍","text":"💪🏻💪🏻💪🏻👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037775887","repostId":"2222007132","repostType":2,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037933033,"gmtCreate":1648001291382,"gmtModify":1676534291432,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"🚀🚀🚀👍👍👍","listText":"🚀🚀🚀👍👍👍","text":"🚀🚀🚀👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037933033","repostId":"2221995490","repostType":4,"repost":{"id":"2221995490","kind":"news","pubTimestamp":1647992670,"share":"https://ttm.financial/m/news/2221995490?lang=&edition=fundamental","pubTime":"2022-03-23 07:44","market":"us","language":"en","title":"Tesla in Right Place at Right Time as Stock Investors Look Past Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2221995490","media":"Bloomberg","summary":"A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla","content":"<html><head></head><body><p>A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.</p><p>Tesla shares surged 7.9% for their best day since Jan. 31, helping to make the consumer discretionary sector by far the biggest gainer in the S&P 500 Index, rising 2.5% compared with an increase of 1.1% in the broader benchmark. But the electric-vehicle maker was hardly alone. Strong performances by automakers, retailers Etsy Inc. and Nike Inc. and travel related-companies such as Wynn Resorts Ltd. and <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc. also helped drive the group. Meme stocks also made a reappearance, with GameStop Corp soaring 31%.</p><p>The outperformance comes against the backdrop of an ongoing bloodbath U.S. Treasuries, where yields on 10-year bonds are the highest since May 2019. And it’s happening in defiance of the Federal Reserve’s aggressive rate-hike regime aimed at clamping down on the fastest rate of inflation in 40 years.</p><p>“Many investors have reverted to full-on FOMO, certainly not caring about the gloomy message being sent by the bond market,” said Steve Sosnick, chief strategist at Interactive Brokers. “Is Amazon or Tesla suddenly worth 20-25% more than they were two weeks ago? Or GameStop worth 30% more today than yesterday? Animal spirits are back in a big way and the market narrative has flipped on a dime.”</p><p>To be sure, a spate of positive news on many different fronts helped bolster optimism during the session. Tesla opened a new factory in Berlin, a welcome development as automakers globally grapple with lingering supply shortages that are weighing on production plans. Nike, meanwhile, posted healthy earnings that gave investors a “big sigh of relief” and underscored the strength of the brand.</p><p>Tesla, in particular, may simply be in the right place at the right time. It’s benefiting from rising investor interest in electric vehicles as the price of oil has surged since Russia invaded Ukraine late last month and is hovering around the highest level in over a decade. And it’s getting a bounce from investors looking to chase stock-market winners. Tesla shares have rallied 30% since Feb. 23, the day of the invasion, while the consumer discretionary sector is up 10% and the S&P has gained 6.8% in the same period.</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 in Right Place at Right Time as Stock Investors Look Past Risk</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 in Right Place at Right Time as Stock Investors Look Past Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 07:44 GMT+8 <a href=https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","TSLA":"特斯拉","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","ISBC":"投资者银行","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行"},"source_url":"https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221995490","content_text":"A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla shares surged 7.9% for their best day since Jan. 31, helping to make the consumer discretionary sector by far the biggest gainer in the S&P 500 Index, rising 2.5% compared with an increase of 1.1% in the broader benchmark. But the electric-vehicle maker was hardly alone. Strong performances by automakers, retailers Etsy Inc. and Nike Inc. and travel related-companies such as Wynn Resorts Ltd. and Booking Holdings Inc. also helped drive the group. Meme stocks also made a reappearance, with GameStop Corp soaring 31%.The outperformance comes against the backdrop of an ongoing bloodbath U.S. Treasuries, where yields on 10-year bonds are the highest since May 2019. And it’s happening in defiance of the Federal Reserve’s aggressive rate-hike regime aimed at clamping down on the fastest rate of inflation in 40 years.“Many investors have reverted to full-on FOMO, certainly not caring about the gloomy message being sent by the bond market,” said Steve Sosnick, chief strategist at Interactive Brokers. “Is Amazon or Tesla suddenly worth 20-25% more than they were two weeks ago? Or GameStop worth 30% more today than yesterday? Animal spirits are back in a big way and the market narrative has flipped on a dime.”To be sure, a spate of positive news on many different fronts helped bolster optimism during the session. Tesla opened a new factory in Berlin, a welcome development as automakers globally grapple with lingering supply shortages that are weighing on production plans. Nike, meanwhile, posted healthy earnings that gave investors a “big sigh of relief” and underscored the strength of the brand.Tesla, in particular, may simply be in the right place at the right time. It’s benefiting from rising investor interest in electric vehicles as the price of oil has surged since Russia invaded Ukraine late last month and is hovering around the highest level in over a decade. And it’s getting a bounce from investors looking to chase stock-market winners. Tesla shares have rallied 30% since Feb. 23, the day of the invasion, while the consumer discretionary sector is up 10% and the S&P has gained 6.8% in the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035444097,"gmtCreate":1647662640538,"gmtModify":1676534257162,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Potential 👍🚀","listText":"Potential 👍🚀","text":"Potential 👍🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035444097","repostId":"2220777059","repostType":2,"repost":{"id":"2220777059","kind":"news","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"us","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.</p><p>The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>'s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a "buy now pay later" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea's consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney's mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let's analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before "allocation of the headquarters’ common expenses" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.</p><p><b>Group</b></p><p>With that said, let's take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>What's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Most of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Unlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author's Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.</li><li><b>The Metaverse</b> — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.</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>Sea Limited: The Three-Headed Monster</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\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8 <a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035448682,"gmtCreate":1647662114661,"gmtModify":1676534256907,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":" 👍👍","listText":" 👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035448682","repostId":"1163261120","repostType":2,"repost":{"id":"1163261120","kind":"news","pubTimestamp":1647583546,"share":"https://ttm.financial/m/news/1163261120?lang=&edition=fundamental","pubTime":"2022-03-18 14:05","market":"us","language":"en","title":"Meta Stock: Weakest Link In FAANG?","url":"https://stock-news.laohu8.com/highlight/detail?id=1163261120","media":"TipRanks","summary":"Shares of Facebook parent company Meta Platforms (FB) are attempting to put in a bottom after a cata","content":"<div>\n<p>Shares of Facebook parent company Meta Platforms (FB) are attempting to put in a bottom after a catastrophic decline. It’s hard to believe that such an established FAANG stock could lose over half of ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-stock-weakest-link-in-faang/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Meta Stock: Weakest Link In FAANG?</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\">\nMeta Stock: Weakest Link In FAANG?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 14:05 GMT+8 <a href=https://www.tipranks.com/news/article/meta-stock-weakest-link-in-faang/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Facebook parent company Meta Platforms (FB) are attempting to put in a bottom after a catastrophic decline. It’s hard to believe that such an established FAANG stock could lose over half of ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-stock-weakest-link-in-faang/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/meta-stock-weakest-link-in-faang/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163261120","content_text":"Shares of Facebook parent company Meta Platforms (FB) are attempting to put in a bottom after a catastrophic decline. It’s hard to believe that such an established FAANG stock could lose over half of its value in a matter of months.It took a perfect storm of negatives, including a brutal quarter, continued backlash and a broader tech sell-off, to do it, but here we are, with FB stock now going for 14.8 times trailing earnings.Undoubtedly, Meta stock resembles a value trap. A 50% drop is enough for any investor to reconsider the firm’s membership in the exclusive FAANG cohort. The company’s longer-term vision of building out the future of the metaverse seems even more far-fetched now that “attractive growth stories” and sizeable TAMs (Total Addressable Markets) are no longer enough to induce sustained rallies.Still, I think investors are discounting the staying power of Facebook, Instagram and Meta’s family of apps. They’re wildly profitable and are unlikely to wither away anytime soon, even if the latest quarterly reveal showed evidence of a DAU (Daily Active User) slowdown in Facebook. I’m bullish.Facebook: Moving OnCEO Mark Zuckerberg is up against it. His actions seem to be adding salt to the wounds of the stock’s sell-off. Whether it’s renaming his firm to Meta or pointing the finger at fellow social media company TikTok, I do think that anything Zuckerberg says seems to be taken the wrong way these days.I don’t think Meta will make its way into the top 100 most-loved companies anytime soon. The company’s public relations nightmare may be far from over. That said, the stock has become so absurdly undervalued that I remain bullish despite all the negatives that I’m sure we’re all aware of by now.While the road ahead seems to be set on the metaverse buildout, future iterations of the company’s Oculus platform, and other off-the-radar innovations to keep up with the times, I think the real needle-mover for Meta lies in its ability to adapt with its Family of Apps.Specifically, Facebook and its Reels feature that seems to be an intriguing counter to the incredible rise of TikTok.A Reel Jab at TikTok?For now, Reels has had limited success. Many videos on Reels have the TikTok logo. In due time, though, I do think Facebook could improve its platform in such a way that consumers post on Reels first, then TikTok. The reputational damage could hurt Facebook, as it looks to beckon in users that are fleeing to other platforms.Still, the valuation in FB stock already suggests a big chance that the DAU weakness at Facebook has just begun. If Facebook can get Reels right, as it has with Facebook Stories, TikTok may be just another rival to keep tabs on, rather than an existential threat.Wall Street’s TakeAccording to TipRanks’ consensus rating, FB stock comes in as a Moderate Buy. Out of 45 analyst ratings, there are 31 Buy recommendations, 13 Hold recommendations and one Sell recommendation.The average Meta price target is $326.56, implying an upside of 60.5%. Analyst price targets range from a low of $220 per share to a high of $466 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035308354,"gmtCreate":1647500749181,"gmtModify":1676534238061,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Can get some to keep for long term 😍🚀🚀🚀","listText":"Can get some to keep for long term 😍🚀🚀🚀","text":"Can get some to keep for long term 😍🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035308354","repostId":"1144208269","repostType":2,"repost":{"id":"1144208269","kind":"news","pubTimestamp":1647484818,"share":"https://ttm.financial/m/news/1144208269?lang=&edition=fundamental","pubTime":"2022-03-17 10:40","market":"us","language":"en","title":"NIO Has Pivoted and Looks Set to Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1144208269","media":"TipRanks","summary":"NIO (NIO) is a Chinese multinational electronic vehicle designer and manufacturer. The company has developed a stronghold in the Chinese market with its product-driven business model. I am bullish on ","content":"<div>\n<p>NIO (NIO) is a Chinese multinational electronic vehicle designer and manufacturer. The company has developed a stronghold in the Chinese market with its product-driven business model. I am bullish on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-has-pivoted-and-looks-set-to-surge/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Has Pivoted and Looks Set to Surge</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 Has Pivoted and Looks Set to Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 10:40 GMT+8 <a href=https://www.tipranks.com/news/article/nio-has-pivoted-and-looks-set-to-surge/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NIO) is a Chinese multinational electronic vehicle designer and manufacturer. The company has developed a stronghold in the Chinese market with its product-driven business model. I am bullish on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-has-pivoted-and-looks-set-to-surge/\">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"},"source_url":"https://www.tipranks.com/news/article/nio-has-pivoted-and-looks-set-to-surge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144208269","content_text":"NIO (NIO) is a Chinese multinational electronic vehicle designer and manufacturer. The company has developed a stronghold in the Chinese market with its product-driven business model. I am bullish on the stock.NIO’s Hong Kong ListingNIO announced on March 9 that it successfully listed its shares on the Hong Kong Stock Exchange. The newly listed shares are fully fungible with its NYSE-listed depositary receipts, meaning that one share of NIO in Hong Kong is replicated by its ADRs listed in the United States.The automaker stated that its rationale for listing in Hong Kong is to further expand its investor base and increase its access to capital markets.The outstanding benefit of its secondary listing is that it provides NIO with an additional stream of investment inflow, allowing it to scale its operations much faster than it has in the past.Additionally, there’s been much talk of Chinese ADRs being subject to delistings by the SEC. The magnitude of NIO’s capital raise in Hong Kong hedges the funding risks that the firm is facing in the United States.FundamentalsAs things stand, the EV market in China has an advantage over the rest of the world in that it isn’t operating in an economy with red hot inflation. China’s inflation rate has only increased by 0.90% during the past year, while the USA’s inflation has spiked by 7.9%.Thus, we’re likely to see Chinese consumers possess superior real purchasing power than the United States’ consumers, and this could be something that investors will emphasize when searching for a “best-in-class” EV stock.I’m expecting many investors to pivot towards stocks of companies that sell Veblen goods in markets that hold a few big players rather than a broad dispersion of substitute products, and NIO could end up on the winning side if it pans out that way.Oversold Territory & UndervaluedNIO is an oversold asset as its RSI is trading near 30 on a weekly timeframe, meaning that it’s a genuine “buy the dip” opportunity. Much of the ADR’s value was shed during the past six months due to geopolitical risks. However, most systemic risks have seemingly been priced in, and I think there’s value in abundance from here on in.The ADR is trading at a price-to-sales discount of 64% relative to its five-year average, suggesting that the market hasn’t taken note of the company’s recent scale.Additionally, NIO’s tangible book value has risen by ~210% during the past year, which results in a higher intrinsic value, especially considering the firm has trimmed its total debt/equity ratio down to only 69.2%.Wall Street’s TakeTurning to Wall Street, NIO has a Strong Buy consensus rating, based on 10 Buys and two Holds assigned in the past three months.The average NIO price target of $51.14 implies 185.7% upside potential.Concluding ThoughtsNIO’s listing on the Hong Kong Stock Exchange provides it with an additional stream of funding, allowing it to scale faster than it did in the past. Fundamental factors align well with the ADR’s prospects, especially considering the fact that it’s trading at a discount relative to its historical average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9090356005,"gmtCreate":1643093184037,"gmtModify":1676533773459,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>Today is going to be arough night for all stocks. Will it dropped even lower than 77.64 ? Micron’s near-term profitability, however, is likely to hurt by planned salary hikes. High level of customer inventory in the cloud, graphics and enterprise market remains another concern for Micron.https://www.zacks.com/stock/research/MU/stock-style-scores","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>Today is going to be arough night for all stocks. Will it dropped even lower than 77.64 ? Micron’s near-term profitability, however, is likely to hurt by planned salary hikes. High level of customer inventory in the cloud, graphics and enterprise market remains another concern for Micron.https://www.zacks.com/stock/research/MU/stock-style-scores","text":"$Micron Technology(MU)$Today is going to be arough night for all stocks. Will it dropped even lower than 77.64 ? Micron’s near-term profitability, however, is likely to hurt by planned salary hikes. High level of customer inventory in the cloud, graphics and enterprise market remains another concern for Micron.https://www.zacks.com/stock/research/MU/stock-style-scores","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090356005","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000733","authorId":"9000000000000733","name":"littlesweetie","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000733","authorIdStr":"9000000000000733"},"content":"if we get bounce with support here this week, we'll revisit 85 and possibly higher. received upgrades to 110. lets see how we do here. If not short term we'll see 60","text":"if we get bounce with support here this week, we'll revisit 85 and possibly higher. received upgrades to 110. lets see how we do here. If not short term we'll see 60","html":"if we get bounce with support here this week, we'll revisit 85 and possibly higher. received upgrades to 110. lets see how we do here. If not short term we'll see 60"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092154769,"gmtCreate":1644563609034,"gmtModify":1676533941709,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"So with this news, is the stock tonight going up or down? 😂 I think this is what all of us wanna know 🤭","listText":"So with this news, is the stock tonight going up or down? 😂 I think this is what all of us wanna know 🤭","text":"So with this news, is the stock tonight going up or down? 😂 I think this is what all of us wanna know 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092154769","repostId":"1116795342","repostType":2,"repost":{"id":"1116795342","kind":"news","pubTimestamp":1644545191,"share":"https://ttm.financial/m/news/1116795342?lang=&edition=fundamental","pubTime":"2022-02-11 10:06","market":"us","language":"en","title":"Elon Musk's US tax bill: $11 billion. Tesla's: $0","url":"https://stock-news.laohu8.com/highlight/detail?id=1116795342","media":"CNN Business","summary":"New York (CNN Business)-Elon Musk has repeatedly bragged (or, perhaps, complained) that he'llpay more in federal taxesfor 2021 than anyone has ever paid —about $11 billion. But Tesla apparently won't ","content":"<html><head></head><body><p><b>New York (CNN Business) -</b> Elon Musk has repeatedly bragged (or, perhaps, complained) that he'll pay more in federal taxes for 2021 than anyone has ever paid — about $11 billion. But Tesla apparently won't pay a cent.</p><p>Tesla may not plan to pay federal taxes any time in the foreseeable future -- even though the company just reported by far its most profitable year ever. In 2021, Tesla recorded net income of $5.5 billion, and adjusted income of $7.6 billion.</p><p>But buried in a footnote of its recent annual financial filing with the Securities and Exchange Commission, Tesla reports that its US operations lost $130 million last year on a pre-tax basis. It claims that all of its pre-tax profits — more than $6 billion worth — came from overseas operations, even though 45% of its revenue came from US sales.</p><p>Although Tesla indicates its foreign tax bill came to $839 million, its state tax bill was only $9 million. And its federal tax bill was zero.</p><p>"That defies common sense, but it does not defy the US tax code," said Martin Sullivan, chief economist for Tax Analysts, a nonprofit tax publisher, and an expert on US corporate tax practices.</p><p><b>Moving profits overseas — on paper</b></p><p>Sullivan said he believes the $130 million loss on its US operations is most likely due to a common practice for US multinational corporations: structuring their operations so that overseas subsidiaries are the ones reporting income, leaving the US operation to have little or no taxable income to report.</p><p>For example, a company can assign its intellectual property to one of those foreign entities, and charge its US unit a fee for using that property. And thus, the foreign operation is very profitable, while the US company — burdened with "costs" to the company itself — reports either a loss or very little income.</p><p>"It's a US multinational thing. It's very common. It's almost malpractice not to do that," said Sullivan.</p><p>A recent report from the US Department of the Treasury found 61% of the international profits ofUS multinational companies are booked in seven small countries -- Bermuda, the Caymans, Ireland, Luxembourg, the Netherlands, Singapore and Switzerland -- known as tax havens. It's a practice that many elected officials and the Biden administration have vowed to crack down on.</p><p>"Tesla and other giant corporations have long used scams and loopholes to help them get out of paying taxes -- that has to stop," said Sen. Elizabeth Warren, a frequent critic of Musk. "Democrats are working to end Republican tax cuts for corporations shifting profits and jobs overseas."</p><p>However, Congress has so far failed to take action to stop it.</p><p>The financial filing by Tesla doesn't spell out what it did exactly, though. For example, it doesn't say which country or countries it made its profit in while reporting a US loss. And Tesla declined to respond to a question about its filing.</p><p><b>Tesla doesn't expect to pay US taxes any time soon</b></p><p>Considering the substantial financial help that Tesla has long received from government support for its electric cars, the company doesn't have to use a shell game of offshoring its profits to avoid paying taxes. Instead, it could use past losses to shelter its current income from any tax bill.</p><p>Once again, this is a common practice for companies that lose money: losses result in a future tax break.</p><p>Tech companies that lose money for years before turning a profit — such as Amazon(AMZN) — have used this technique. So have old line companies that have financial problems, such as all US airlines, which will probably not have to pay taxes for years to come after recording billions of dollars in losses during the pandemic — despite receiving billions in federal help.</p><p>Similarly, Tesla's US automaking competitors lost so much money in the first decade of this century that General Motors (GM) and Chrysler needed government bailouts. Despite those bailouts, neither company paid taxes for several years once they were again profitable.</p><p>Past losses are a huge and very valuable future tax benefit known as "net operating loss carry-forwards."</p><p>Tesla was losing money for more than a decade before it finally started reporting net income in 2020. Those were real losses, which occurred when the costs of developing and building its cars in its early years far outstripped the money it could sell them for. It did so with the expectation that it would turn a profit in the future as demand increased and costs declined. That's exactly what happened.</p><p>But, in running up billions of dollars in losses, Tesla was able to accumulate net operating loss carry-forwards that it could use in the future.</p><p>Still, Tesla disclosed in this week's financial filing that it did not use any of those past losses to shield current income from taxes. And it took a bookkeeping maneuver that suggests it doesn't know if it will ever have to use those past losses to shield its US income.</p><p>Tesla is rather bullish about its future, expecting annual sales growth of 50% for the foreseeable future. If it believed that its pre-tax losses in its domestic operations was temporary, it likely would not have not taken that step of reducing the value of those past losses as a way of eliminating future US taxes, according to Sullivan.</p><p><b>Is Tesla losing money at home?</b></p><p>There's another possible reason that Tesla might have reported a pre-tax loss on its US operations:—one that isn't as much an accounting maneuver designed to lower taxes as it is a warning sign about the viability of the company. Perhaps it still is losing money on the cars it is selling in the United States, and it can only make money using the lower costs of a relatively new factory in Shanghai, China.</p><p>That's what one of Tesla's most fervent critics and doubters believes. Gordon Johnson of GLJ Research, points out that Tesla was losing money overall until after it started producing cars in Shanghai in October 2019. He believes that investors are giving Tesla too much credit for profits in the US that he doesn't believe are real.</p><p>"I think it's a massive deal," he said about Tesla's filing this week. "They effectively said they don't plan on utilizing any of the net loss carry forwards. That means their US operations are losing money. It's an argument we've made over and over again. Outside of China, Tesla loses money."</p><p>But other analysts who have examined its books insist Tesla's profits, both at home and overseas, are real, no matter what its US tax forms say.</p><p>Johnson said if he's wrong, it's up to Tesla to be more transparent.</p><p>"The reality is, until they provide disclosure, both explanations could be right," he said.</p><p><b>Musk's rare big tax bill</b></p><p>Musk has a history of using the US tax code to pay little or no personal federal income taxes. A report from ProPublica shows that for 2018 Musk and many other Americans near the top of the world's richest people paid no income tax.</p><p>In Musk's case, he receives no salary from Tesla, only very valuable stock options, as a form of compensation. And under US tax code he doesn't have to pay taxes on those options until he exercises them to buy shares of stock at a fraction of their current value.</p><p>He also would have to pay taxes if he sells shares he already held because of his earlier investment in the company, which he has rarely done. But he did that last year as well.</p><p>Musk has not exercised most of the options that he holds. But he had options to buy 22.9 million shares that were due to expire in August 2022, and started exercising those options to buy additional shares late last year.</p><p>In total, he spent $142.6 million to purchase shares worth $23.6 billion, giving him $23.5 billion in in taxable income, taxable for 2021 at a federal rate of about 41%.</p><p>Musk also sold a small fraction of the additional shares he already owned, sales that fetched a taxable $5.8 billion at a lower capital gains rate.</p><p>Together those stock trades likely resulted in roughly an $11 billion federal tax bill, which he has tweeted about.</p><p>But that could well be the last time for years to come that he's paying a substantial federal tax,unless Congress passes one of the various proposals to tax the net worth of the nation's wealthiest individuals, rather than just their income. Several Democratic Senators, including Elizabeth Warren, Bernie Sanders and Ron Wyden have proposed that, but so far it hasn't come close to passing.</p><p>Not surprisingly, Musk opposes such efforts, and has mocked all three senators on Twitter.</p><p>The options Musk exercised last year that produced the massive tax bill aren't the end of his options. This week's financial filing from Tesla discloses that Musk received another 8.4 million options, bringing his total to 67.5 million.</p><p>But none of those options expire until 2028. And thus it'll probably be five years before he starts to exercise those options, unless he leaves the company before then.</p><p>If he is once again paying zero federal taxes, chances are good that his tax bill and his primary company's tax bill will be the same during those five years.</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>Elon Musk's US tax bill: $11 billion. Tesla's: $0</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\">\nElon Musk's US tax bill: $11 billion. Tesla's: $0\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 10:06 GMT+8 <a href=https://edition.cnn.com/2022/02/10/investing/elon-musk-tesla-zero-tax-bill/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Elon Musk has repeatedly bragged (or, perhaps, complained) that he'll pay more in federal taxes for 2021 than anyone has ever paid — about $11 billion. But Tesla apparently ...</p>\n\n<a href=\"https://edition.cnn.com/2022/02/10/investing/elon-musk-tesla-zero-tax-bill/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2022/02/10/investing/elon-musk-tesla-zero-tax-bill/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116795342","content_text":"New York (CNN Business) - Elon Musk has repeatedly bragged (or, perhaps, complained) that he'll pay more in federal taxes for 2021 than anyone has ever paid — about $11 billion. But Tesla apparently won't pay a cent.Tesla may not plan to pay federal taxes any time in the foreseeable future -- even though the company just reported by far its most profitable year ever. In 2021, Tesla recorded net income of $5.5 billion, and adjusted income of $7.6 billion.But buried in a footnote of its recent annual financial filing with the Securities and Exchange Commission, Tesla reports that its US operations lost $130 million last year on a pre-tax basis. It claims that all of its pre-tax profits — more than $6 billion worth — came from overseas operations, even though 45% of its revenue came from US sales.Although Tesla indicates its foreign tax bill came to $839 million, its state tax bill was only $9 million. And its federal tax bill was zero.\"That defies common sense, but it does not defy the US tax code,\" said Martin Sullivan, chief economist for Tax Analysts, a nonprofit tax publisher, and an expert on US corporate tax practices.Moving profits overseas — on paperSullivan said he believes the $130 million loss on its US operations is most likely due to a common practice for US multinational corporations: structuring their operations so that overseas subsidiaries are the ones reporting income, leaving the US operation to have little or no taxable income to report.For example, a company can assign its intellectual property to one of those foreign entities, and charge its US unit a fee for using that property. And thus, the foreign operation is very profitable, while the US company — burdened with \"costs\" to the company itself — reports either a loss or very little income.\"It's a US multinational thing. It's very common. It's almost malpractice not to do that,\" said Sullivan.A recent report from the US Department of the Treasury found 61% of the international profits ofUS multinational companies are booked in seven small countries -- Bermuda, the Caymans, Ireland, Luxembourg, the Netherlands, Singapore and Switzerland -- known as tax havens. It's a practice that many elected officials and the Biden administration have vowed to crack down on.\"Tesla and other giant corporations have long used scams and loopholes to help them get out of paying taxes -- that has to stop,\" said Sen. Elizabeth Warren, a frequent critic of Musk. \"Democrats are working to end Republican tax cuts for corporations shifting profits and jobs overseas.\"However, Congress has so far failed to take action to stop it.The financial filing by Tesla doesn't spell out what it did exactly, though. For example, it doesn't say which country or countries it made its profit in while reporting a US loss. And Tesla declined to respond to a question about its filing.Tesla doesn't expect to pay US taxes any time soonConsidering the substantial financial help that Tesla has long received from government support for its electric cars, the company doesn't have to use a shell game of offshoring its profits to avoid paying taxes. Instead, it could use past losses to shelter its current income from any tax bill.Once again, this is a common practice for companies that lose money: losses result in a future tax break.Tech companies that lose money for years before turning a profit — such as Amazon(AMZN) — have used this technique. So have old line companies that have financial problems, such as all US airlines, which will probably not have to pay taxes for years to come after recording billions of dollars in losses during the pandemic — despite receiving billions in federal help.Similarly, Tesla's US automaking competitors lost so much money in the first decade of this century that General Motors (GM) and Chrysler needed government bailouts. Despite those bailouts, neither company paid taxes for several years once they were again profitable.Past losses are a huge and very valuable future tax benefit known as \"net operating loss carry-forwards.\"Tesla was losing money for more than a decade before it finally started reporting net income in 2020. Those were real losses, which occurred when the costs of developing and building its cars in its early years far outstripped the money it could sell them for. It did so with the expectation that it would turn a profit in the future as demand increased and costs declined. That's exactly what happened.But, in running up billions of dollars in losses, Tesla was able to accumulate net operating loss carry-forwards that it could use in the future.Still, Tesla disclosed in this week's financial filing that it did not use any of those past losses to shield current income from taxes. And it took a bookkeeping maneuver that suggests it doesn't know if it will ever have to use those past losses to shield its US income.Tesla is rather bullish about its future, expecting annual sales growth of 50% for the foreseeable future. If it believed that its pre-tax losses in its domestic operations was temporary, it likely would not have not taken that step of reducing the value of those past losses as a way of eliminating future US taxes, according to Sullivan.Is Tesla losing money at home?There's another possible reason that Tesla might have reported a pre-tax loss on its US operations:—one that isn't as much an accounting maneuver designed to lower taxes as it is a warning sign about the viability of the company. Perhaps it still is losing money on the cars it is selling in the United States, and it can only make money using the lower costs of a relatively new factory in Shanghai, China.That's what one of Tesla's most fervent critics and doubters believes. Gordon Johnson of GLJ Research, points out that Tesla was losing money overall until after it started producing cars in Shanghai in October 2019. He believes that investors are giving Tesla too much credit for profits in the US that he doesn't believe are real.\"I think it's a massive deal,\" he said about Tesla's filing this week. \"They effectively said they don't plan on utilizing any of the net loss carry forwards. That means their US operations are losing money. It's an argument we've made over and over again. Outside of China, Tesla loses money.\"But other analysts who have examined its books insist Tesla's profits, both at home and overseas, are real, no matter what its US tax forms say.Johnson said if he's wrong, it's up to Tesla to be more transparent.\"The reality is, until they provide disclosure, both explanations could be right,\" he said.Musk's rare big tax billMusk has a history of using the US tax code to pay little or no personal federal income taxes. A report from ProPublica shows that for 2018 Musk and many other Americans near the top of the world's richest people paid no income tax.In Musk's case, he receives no salary from Tesla, only very valuable stock options, as a form of compensation. And under US tax code he doesn't have to pay taxes on those options until he exercises them to buy shares of stock at a fraction of their current value.He also would have to pay taxes if he sells shares he already held because of his earlier investment in the company, which he has rarely done. But he did that last year as well.Musk has not exercised most of the options that he holds. But he had options to buy 22.9 million shares that were due to expire in August 2022, and started exercising those options to buy additional shares late last year.In total, he spent $142.6 million to purchase shares worth $23.6 billion, giving him $23.5 billion in in taxable income, taxable for 2021 at a federal rate of about 41%.Musk also sold a small fraction of the additional shares he already owned, sales that fetched a taxable $5.8 billion at a lower capital gains rate.Together those stock trades likely resulted in roughly an $11 billion federal tax bill, which he has tweeted about.But that could well be the last time for years to come that he's paying a substantial federal tax,unless Congress passes one of the various proposals to tax the net worth of the nation's wealthiest individuals, rather than just their income. Several Democratic Senators, including Elizabeth Warren, Bernie Sanders and Ron Wyden have proposed that, but so far it hasn't come close to passing.Not surprisingly, Musk opposes such efforts, and has mocked all three senators on Twitter.The options Musk exercised last year that produced the massive tax bill aren't the end of his options. This week's financial filing from Tesla discloses that Musk received another 8.4 million options, bringing his total to 67.5 million.But none of those options expire until 2028. And thus it'll probably be five years before he starts to exercise those options, unless he leaves the company before then.If he is once again paying zero federal taxes, chances are good that his tax bill and his primary company's tax bill will be the same during those five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101354765322210","authorId":"4101354765322210","name":"Squid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4101354765322210","authorIdStr":"4101354765322210"},"content":"Let me look at my crystal ball!🤣","text":"Let me look at my crystal ball!🤣","html":"Let me look at my crystal ball!🤣"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012220517,"gmtCreate":1649341255305,"gmtModify":1676534494702,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Go down to have more up 🚀🚀","listText":"Go down to have more up 🚀🚀","text":"Go down to have more up 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012220517","repostId":"1151216574","repostType":2,"repost":{"id":"1151216574","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649338862,"share":"https://ttm.financial/m/news/1151216574?lang=&edition=fundamental","pubTime":"2022-04-07 21:41","market":"us","language":"en","title":"Hot Chinese ADRs Slipped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151216574","media":"Tiger Newspress","summary":"Hot Chinese ADRs Slipped in Morning Trading. Alibaba, Pinduoduo, Baidu, JD.com, iQiyi, DiDi and Nio ","content":"<html><head></head><body><p>Hot Chinese ADRs Slipped in Morning Trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Pinduoduo, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, iQiyi, DiDi and Nio fell between 2% and 8%.</p><p><img src=\"https://static.tigerbbs.com/5664cfc6db0974d485f6493429a59a16\" tg-width=\"414\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></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>Hot Chinese ADRs Slipped in Morning Trading</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\">\nHot Chinese ADRs Slipped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-07 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs Slipped in Morning Trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Pinduoduo, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, iQiyi, DiDi and Nio fell between 2% and 8%.</p><p><img src=\"https://static.tigerbbs.com/5664cfc6db0974d485f6493429a59a16\" tg-width=\"414\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","BK4509":"腾讯概念","BK1586":"云计算","BK4077":"互动媒体与服务","BK4551":"寇图资本持仓","BK1142":"互联网与直销零售","BIDU":"百度","BK1587":"次新股","JD":"京东","BK4531":"中概回港概念","BK4575":"芯片概念","BK1608":"元宇宙概念","BK1517":"云办公","BK4552":"Archegos爆仓风波概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4122":"互联网与直销零售","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151216574","content_text":"Hot Chinese ADRs Slipped in Morning Trading. Alibaba, Pinduoduo, Baidu, JD.com, iQiyi, DiDi and Nio fell between 2% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015742288,"gmtCreate":1649558377983,"gmtModify":1676534530140,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Love it 👍🚀🚀🚀","listText":"Love it 👍🚀🚀🚀","text":"Love it 👍🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015742288","repostId":"2226207085","repostType":4,"repost":{"id":"2226207085","kind":"highlight","pubTimestamp":1649462413,"share":"https://ttm.financial/m/news/2226207085?lang=&edition=fundamental","pubTime":"2022-04-09 08:00","market":"us","language":"en","title":"2 Stocks That Turned $1,000 into $10,000 (or More)","url":"https://stock-news.laohu8.com/highlight/detail?id=2226207085","media":"Motley Fool","summary":"These top brands have made investors plenty since 2012.","content":"<html><head></head><body><p><b>RH</b> and <b>Netflix</b> have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are sitting on thousands of dollars in gains.</p><p>But with RH and Netflix getting slammed by the market this year, are they still good stocks to buy? Let's have a look.</p><p><img src=\"https://static.tigerbbs.com/1a62fd0b7ec4bdb82b43c2565c27a978\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>RH data by YCharts.</p><h2>RH</h2><p>It's difficult to imagine how a furniture company could turn $1,000 into $10,000 in less than 10 years, but that's the return RH delivered following its initial public offering in November 2012. At RH's all-time high last year, the value of that small investment would have been briefly worth $24,000. The recent drop in the share price could be a great opportunity to start a position in the fast-growing luxury furniture brand.</p><p>RH is led by visionary CEO Gary Friedman. The company has expanded its luxurious furniture offerings to include a wide collection of solutions for different spaces, including RH Modern, RH Beach House, RH Ski House, RH Rugs, and more.</p><p>Worries over supply-chain issues and inflationary costs have hit the stock hard. The shares are down 55% from their highs, but news of a three-for-<a href=\"https://laohu8.com/S/AONE.U\">one</a> stock split and a better-than-expected earnings report at the end of March has investors feeling more upbeat.</p><p>Indeed, RH reported a revenue increase of 11% year over year in the fiscal fourth quarter. That looks quite strong considering the economic headwinds. The Russia-Ukraine war is an additional headwind. The company cited some softening in demand to start the quarter in relation to that, but management's guidance still calls for revenue to grow between 7% and 8% in the first quarter.</p><p>Investors don't have to pay much for growth. At a price-to-earnings ratio of 15, this growth retail stock is a great value at these levels. If the investment by Warren Buffett's <b>Berkshire Hathaway</b> is any indication, RH still has many years of growth in store.</p><h2>Netflix</h2><p>In 2012, Netflix was transitioning from DVD-by-mail to streaming. It launched its first original series <i>House of Cards</i> in early 2013. A $1,000 investment in early 2012 would be worth $23,000 even after the recent drop in the stock price.</p><p>Wall Street has turned a cold shoulder to the leader in streaming after Netflix reported decelerating subscriber growth throughout 2021. Subscriber growth clocked in at 8.9% in the fourth quarter, which is a far cry from the 20%-plus rates it was posting through 2020.</p><p>Still, Netflix is not done growing by a long shot. There are still plenty of connected TVs around the world without Netflix. The Motion Picture Association reported that the number of streaming subscribers globally grew 14% in 2021 to reach 1.3 billion. That is a nice tailwind for Netflix, sitting at 222 million subscribers. Ultimately, Netflix's vast library of content should help the service win more share of that massive global market.</p><p>Streaming stocks are still attractive long-term investments. And with Netflix shares trading at a price-to-earnings ratio of 32 -- a valuation that reflects its continued growth potential -- you might not find a better value in this space.</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>2 Stocks That Turned $1,000 into $10,000 (or More)</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\">\n2 Stocks That Turned $1,000 into $10,000 (or More)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:00 GMT+8 <a href=https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>RH and Netflix have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BRK.A":"伯克希尔","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4507":"流媒体概念","BRK.B":"伯克希尔B","BK4550":"红杉资本持仓","NFLX":"奈飞","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226207085","content_text":"RH and Netflix have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are sitting on thousands of dollars in gains.But with RH and Netflix getting slammed by the market this year, are they still good stocks to buy? Let's have a look.RH data by YCharts.RHIt's difficult to imagine how a furniture company could turn $1,000 into $10,000 in less than 10 years, but that's the return RH delivered following its initial public offering in November 2012. At RH's all-time high last year, the value of that small investment would have been briefly worth $24,000. The recent drop in the share price could be a great opportunity to start a position in the fast-growing luxury furniture brand.RH is led by visionary CEO Gary Friedman. The company has expanded its luxurious furniture offerings to include a wide collection of solutions for different spaces, including RH Modern, RH Beach House, RH Ski House, RH Rugs, and more.Worries over supply-chain issues and inflationary costs have hit the stock hard. The shares are down 55% from their highs, but news of a three-for-one stock split and a better-than-expected earnings report at the end of March has investors feeling more upbeat.Indeed, RH reported a revenue increase of 11% year over year in the fiscal fourth quarter. That looks quite strong considering the economic headwinds. The Russia-Ukraine war is an additional headwind. The company cited some softening in demand to start the quarter in relation to that, but management's guidance still calls for revenue to grow between 7% and 8% in the first quarter.Investors don't have to pay much for growth. At a price-to-earnings ratio of 15, this growth retail stock is a great value at these levels. If the investment by Warren Buffett's Berkshire Hathaway is any indication, RH still has many years of growth in store.NetflixIn 2012, Netflix was transitioning from DVD-by-mail to streaming. It launched its first original series House of Cards in early 2013. A $1,000 investment in early 2012 would be worth $23,000 even after the recent drop in the stock price.Wall Street has turned a cold shoulder to the leader in streaming after Netflix reported decelerating subscriber growth throughout 2021. Subscriber growth clocked in at 8.9% in the fourth quarter, which is a far cry from the 20%-plus rates it was posting through 2020.Still, Netflix is not done growing by a long shot. There are still plenty of connected TVs around the world without Netflix. The Motion Picture Association reported that the number of streaming subscribers globally grew 14% in 2021 to reach 1.3 billion. That is a nice tailwind for Netflix, sitting at 222 million subscribers. Ultimately, Netflix's vast library of content should help the service win more share of that massive global market.Streaming stocks are still attractive long-term investments. And with Netflix shares trading at a price-to-earnings ratio of 32 -- a valuation that reflects its continued growth potential -- you might not find a better value in this space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051410977,"gmtCreate":1654732747299,"gmtModify":1676535499236,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051410977","repostId":"2242298847","repostType":2,"repost":{"id":"2242298847","kind":"highlight","pubTimestamp":1654731734,"share":"https://ttm.financial/m/news/2242298847?lang=&edition=fundamental","pubTime":"2022-06-09 07:42","market":"us","language":"en","title":"Why Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games","url":"https://stock-news.laohu8.com/highlight/detail?id=2242298847","media":"seekingalpha","summary":"Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted fro","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/c734479100befddea1e6e6d9d50f31a2\" tg-width=\"750\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.</p><p>Early Wednesday, Chinese authorities approved another license for domestic video games, which gave investors enthusiasm about the business prospects for many of China's leading tech companies. It was the second round of new licenses this week, and came after China put a halt on such licenses last year in and effort to curtail the amount of time minors in the country were spending online.</p><p>With Wednesday's gains, Alibaba (BABA) shares ended the day at $119.62, their best close since February.</p><p>Along with Alibaba (BABA) other Chinese stocks flexed their muscles, with JD.com (JD) rising almost 8%, PinDuoDuo (PDD) climbing nearly 10%, Baidu (BIDU) and ride-sharing leader DiDi Global (DIDI) rising more than 12% on the day.</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>Why Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 07:42 GMT+8 <a href=https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.Early Wednesday, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","BK4558":"双十一","BK4509":"腾讯概念","09618":"京东集团-SW","BK4524":"宅经济概念","BK4535":"淡马锡持仓","JD":"京东","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4501":"段永平概念","BK4538":"云计算","BK4579":"人工智能","BK4526":"热门中概股","BABA":"阿里巴巴","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","DIDIY":"DiDi Global Inc.","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4502":"阿里概念","BK4561":"索罗斯持仓","BK4022":"陆运","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09988":"阿里巴巴-W","BK4504":"桥水持仓","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数","PDD":"拼多多","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","DIDI":"滴滴(已退市)","BK4539":"次新股","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2242298847","content_text":"Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.Early Wednesday, Chinese authorities approved another license for domestic video games, which gave investors enthusiasm about the business prospects for many of China's leading tech companies. It was the second round of new licenses this week, and came after China put a halt on such licenses last year in and effort to curtail the amount of time minors in the country were spending online.With Wednesday's gains, Alibaba (BABA) shares ended the day at $119.62, their best close since February.Along with Alibaba (BABA) other Chinese stocks flexed their muscles, with JD.com (JD) rising almost 8%, PinDuoDuo (PDD) climbing nearly 10%, Baidu (BIDU) and ride-sharing leader DiDi Global (DIDI) rising more than 12% on the day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013023511,"gmtCreate":1648655151673,"gmtModify":1676534372857,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Both Nio and Tesla 🚀🚀🚀","listText":"Both Nio and Tesla 🚀🚀🚀","text":"Both Nio and Tesla 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013023511","repostId":"2223950802","repostType":2,"repost":{"id":"2223950802","kind":"highlight","pubTimestamp":1648649952,"share":"https://ttm.financial/m/news/2223950802?lang=&edition=fundamental","pubTime":"2022-03-30 22:19","market":"us","language":"en","title":"Why Cathie Wood Just Dumped Tesla for This Hot EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2223950802","media":"Motley Fool","summary":"Cathie Wood makes a big move and buy Nio stock for the first time.","content":"<html><head></head><body><p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview with <i>Barron's</i>, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.</p><p>Wood owns several EV stocks, but the one that's stood out so far is industry leader <b>Tesla</b>. Tesla is, in fact, Wood's largest holding -- the stock constituted 7.54% across all of Ark Invest's family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.</p><p>Yet, that's after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.</p><p>What's even more surprising, though, is the EV stock Wood bought same day: <b>Nio</b>. The <b>Ark Autonomous Technology & Robotics ETF</b> (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb11f4ff477a5aa657c946261c8b83da\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>To be sure, trimming her Tesla position doesn't necessarily mean Wood's conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood's conviction in the Chinese EV stock.</p><h2>Why Nio caught Cathie Wood's attention</h2><p>Wood's interest in Tesla shouldn't come as a surprise. The company's foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2f525e4ebb4e2c40e0150bcf01ec7b9\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>Yet competition is heating up, and Wood seemingly doesn't want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the "Tesla of China" and has even said it aims to sell better products than Tesla but at lower costs.</p><p>The fact that Wood bought Nio stock just one day after the company's fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood's attention. I believe it's the EV maker's growth plans.</p><h2>Nio's big plans</h2><p>Nio expects to deliver 25,000-26,000 vehicles in the first quarter. That's roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.</p><p>Yet Nio isn't worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.</p><p>More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.</p><p>Nio's revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world's largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e327e3b1a66f10690e5ef105a1177dc3\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.</p><h2>Path to profitability</h2><p>As a company that has its eyes set set on two of the world's largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.</p><p>BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio's swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.</p><p>Nio's agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.</p><p>Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.</p><p>In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That's what seems to have caught Cathie Wood's attention, and she evidently bought the dip in this hot EV stock.</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>Why Cathie Wood Just Dumped Tesla for This Hot EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Cathie Wood Just Dumped Tesla for This Hot EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 22:19 GMT+8 <a href=https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4551":"寇图资本持仓","NIO":"蔚来","BK4581":"高盛持仓","BK4555":"新能源车","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223950802","content_text":"Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview with Barron's, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.Wood owns several EV stocks, but the one that's stood out so far is industry leader Tesla. Tesla is, in fact, Wood's largest holding -- the stock constituted 7.54% across all of Ark Invest's family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.Yet, that's after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.What's even more surprising, though, is the EV stock Wood bought same day: Nio. The Ark Autonomous Technology & Robotics ETF (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.Image source: Getty Images.To be sure, trimming her Tesla position doesn't necessarily mean Wood's conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood's conviction in the Chinese EV stock.Why Nio caught Cathie Wood's attentionWood's interest in Tesla shouldn't come as a surprise. The company's foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.Image source: Statista.Yet competition is heating up, and Wood seemingly doesn't want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the \"Tesla of China\" and has even said it aims to sell better products than Tesla but at lower costs.The fact that Wood bought Nio stock just one day after the company's fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood's attention. I believe it's the EV maker's growth plans.Nio's big plansNio expects to deliver 25,000-26,000 vehicles in the first quarter. That's roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.Yet Nio isn't worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.Nio's revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world's largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.Image source: Statista.In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.Path to profitabilityAs a company that has its eyes set set on two of the world's largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio's swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.Nio's agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That's what seems to have caught Cathie Wood's attention, and she evidently bought the dip in this hot EV stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032862726,"gmtCreate":1647331631576,"gmtModify":1676534217497,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Come on 💪🏻💪🏻💪🏻","listText":"Come on 💪🏻💪🏻💪🏻","text":"Come on 💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032862726","repostId":"1142204732","repostType":4,"repost":{"id":"1142204732","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647331343,"share":"https://ttm.financial/m/news/1142204732?lang=&edition=fundamental","pubTime":"2022-03-15 16:02","market":"us","language":"en","title":"Hot Chinese ADRs Tumbled in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142204732","media":"Tiger Newspress","summary":"Alibaba, JD.com, Pinduoduo, Baidu, Bilibili, NetEase, Nio and iQiyi fell between 3% and 9%.","content":"<html><head></head><body><p>Alibaba, JD.com, Pinduoduo, Baidu, Bilibili, NetEase, Nio and iQiyi fell between 3% and 9%.</p><p><img src=\"https://static.tigerbbs.com/26aeebed1edf1b72181272873d2e5a57\" tg-width=\"823\" tg-height=\"590\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Tumbled in Premarket Trading</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\">\nHot Chinese ADRs Tumbled in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-15 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba, JD.com, Pinduoduo, Baidu, Bilibili, NetEase, Nio and iQiyi fell between 3% and 9%.</p><p><img src=\"https://static.tigerbbs.com/26aeebed1edf1b72181272873d2e5a57\" tg-width=\"823\" tg-height=\"590\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142204732","content_text":"Alibaba, JD.com, Pinduoduo, Baidu, Bilibili, NetEase, Nio and iQiyi fell between 3% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039452760,"gmtCreate":1646105879343,"gmtModify":1676534091950,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"It will go up 🆙💪🏻 ☄️ To the moon ~","listText":"It will go up 🆙💪🏻 ☄️ To the moon ~","text":"It will go up 🆙💪🏻 ☄️ To the moon ~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039452760","repostId":"1106936697","repostType":4,"repost":{"id":"1106936697","kind":"news","pubTimestamp":1646104713,"share":"https://ttm.financial/m/news/1106936697?lang=&edition=fundamental","pubTime":"2022-03-01 11:18","market":"us","language":"en","title":"Tesla Is Still Fundamentally Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1106936697","media":"investorplace","summary":"Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market cap","content":"<html><head></head><body><p>Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.</p><p>Tesla stock opened on Feb. 28 at $815. That’s still a market capitalization of over $890 billion on 2021 revenues of $53.8 billion. Tesla brought 10% of that revenue to the net income line, but the price to earnings (P/E) ratio is still 177, and the price to sales (P/S) ratio 17.</p><p>Tesla stock has always risen against a tide of bearishness, an assumption that CEO Elon Musk could not do what he was in fact doing. But fewer than 3% of shares are now being held short. Analysts are bullish, with 16 of 29 at Tipranks saying buy it.</p><p>That’s probably why I wouldn’t touch it right now.</p><h2>Tesla Still Just Makes Cars</h2><p>CEO Elon Musk has always called Tesla a technology company, but it is still a manufacturer. Manufacturers need supply chains. Supply chains around the world are being disrupted. War and pandemics are inherently disruptive things. Both are generally unhealthy for economies and other living things.</p><p>Ultimately, Tesla isn’t falling because of Musk’s Twitter, a Justice Department probe of shorts or relations with the Biden administration.</p><p>It’s falling on fundamentals. Scaling is difficult. It doesn’t get easier, for cars anyway, after the initial scaling.</p><p>The electric vehicle posse has been after Tesla for years, and they’re closing in. Lucid Group (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) are delivering electric cars that look very Tesla-like. Ford Motor (NYSE:F) has begun doing the same. Volkswagen (OTCMKTS:VWAGY) is ramping up production. Chinese companies are now strong enough to get by on reduced government help.</p><p>To justify its current price, Tesla needs to become bigger than General Motors (NYSE:GM) or Ford within just a few years. Opening its German plant will help. But you’re still assuming last year’s growth of 83% in car deliveries can be replicated. You’re still assuming Tesla can produce, and sell, hundreds of thousands of its butt-ugly Cybertrucks in Texas against Ford, GM, and Toyota (NYSE:TM).</p><h2>Stock Market Exuberance</h2><p>Tesla stock has been falling even while pension funds like Canada’s have been piling in. The assumption is that Tesla is Apple (NASDAQ:AAPL), that its software, electricity, insurance and services will multiply the value of each Tesla sale. But almost 90% of Tesla revenue still comes from cars. Tesla is not a solar panel company either. Battery storage revenues fell 38% in 2021.</p><p>That’s not to say Tesla hasn’t performed well. It has.</p><p>But its stock price assumes it can keep growing near its present rate, even as electric car production elsewhere ramps up.</p><p>We saw this last year with cloud stocks. There’s a limit to what people will pay for growth. Tesla seems to have gone through that limit, at ludicrous speed.</p><p>Meanwhile the Musks have taken their eyes off the ball. Buying Bitcoin while pretending to be unaware of its environmental damage is just stupid. Going into the video game industry is also stupid.</p><h2>The Bottom Line on TSLA Stock</h2><p>There are limits to what investors should pay for growth.</p><p>I think Tesla has exceeded those limits.</p><p>This doesn’t mean Tesla is a bad company. I think it can easily grow its top line by 50% this year, profitably. But then that growth is going to slow. Big numbers are harder to shift. The diversity of income Tesla once promised isn’t happening. It’s still a car company, and Elon Musk is growing bored with it.</p><p>If you assume TSLA stock is worth 10 times current revenue, or that its profit can double and it’s worth 30 times that, you’re still looking at a big drop in its stock price. I think there are better growth opportunities out there, in clouds, in software, in things that scale more easily than cars.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Still Fundamentally Overvalued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Still Fundamentally Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 11:18 GMT+8 <a href=https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market ...</p>\n\n<a href=\"https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106936697","content_text":"Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market capitalization of over $890 billion on 2021 revenues of $53.8 billion. Tesla brought 10% of that revenue to the net income line, but the price to earnings (P/E) ratio is still 177, and the price to sales (P/S) ratio 17.Tesla stock has always risen against a tide of bearishness, an assumption that CEO Elon Musk could not do what he was in fact doing. But fewer than 3% of shares are now being held short. Analysts are bullish, with 16 of 29 at Tipranks saying buy it.That’s probably why I wouldn’t touch it right now.Tesla Still Just Makes CarsCEO Elon Musk has always called Tesla a technology company, but it is still a manufacturer. Manufacturers need supply chains. Supply chains around the world are being disrupted. War and pandemics are inherently disruptive things. Both are generally unhealthy for economies and other living things.Ultimately, Tesla isn’t falling because of Musk’s Twitter, a Justice Department probe of shorts or relations with the Biden administration.It’s falling on fundamentals. Scaling is difficult. It doesn’t get easier, for cars anyway, after the initial scaling.The electric vehicle posse has been after Tesla for years, and they’re closing in. Lucid Group (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) are delivering electric cars that look very Tesla-like. Ford Motor (NYSE:F) has begun doing the same. Volkswagen (OTCMKTS:VWAGY) is ramping up production. Chinese companies are now strong enough to get by on reduced government help.To justify its current price, Tesla needs to become bigger than General Motors (NYSE:GM) or Ford within just a few years. Opening its German plant will help. But you’re still assuming last year’s growth of 83% in car deliveries can be replicated. You’re still assuming Tesla can produce, and sell, hundreds of thousands of its butt-ugly Cybertrucks in Texas against Ford, GM, and Toyota (NYSE:TM).Stock Market ExuberanceTesla stock has been falling even while pension funds like Canada’s have been piling in. The assumption is that Tesla is Apple (NASDAQ:AAPL), that its software, electricity, insurance and services will multiply the value of each Tesla sale. But almost 90% of Tesla revenue still comes from cars. Tesla is not a solar panel company either. Battery storage revenues fell 38% in 2021.That’s not to say Tesla hasn’t performed well. It has.But its stock price assumes it can keep growing near its present rate, even as electric car production elsewhere ramps up.We saw this last year with cloud stocks. There’s a limit to what people will pay for growth. Tesla seems to have gone through that limit, at ludicrous speed.Meanwhile the Musks have taken their eyes off the ball. Buying Bitcoin while pretending to be unaware of its environmental damage is just stupid. Going into the video game industry is also stupid.The Bottom Line on TSLA StockThere are limits to what investors should pay for growth.I think Tesla has exceeded those limits.This doesn’t mean Tesla is a bad company. I think it can easily grow its top line by 50% this year, profitably. But then that growth is going to slow. Big numbers are harder to shift. The diversity of income Tesla once promised isn’t happening. It’s still a car company, and Elon Musk is growing bored with it.If you assume TSLA stock is worth 10 times current revenue, or that its profit can double and it’s worth 30 times that, you’re still looking at a big drop in its stock price. I think there are better growth opportunities out there, in clouds, in software, in things that scale more easily than cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064045743,"gmtCreate":1652256604682,"gmtModify":1676535063001,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"💪🏻💪🏻💪🏻","listText":"💪🏻💪🏻💪🏻","text":"💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064045743","repostId":"1162450189","repostType":2,"repost":{"id":"1162450189","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652256337,"share":"https://ttm.financial/m/news/1162450189?lang=&edition=fundamental","pubTime":"2022-05-11 16:05","market":"us","language":"en","title":"Hot Chinese ADRs Surged in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1162450189","media":"Tiger Newspress","summary":"Alibaba, Baidu, Bilibili, JD.com, Li Auto, Pinduoduo and XPeng rose between 2% and 10%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, <a href=\"https://laohu8.com/S/DIDI\">DiDi</a>, <a href=\"https://laohu8.com/S/IQ\">iQiyi</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> rose between 2% and 10%.</p><p><img src=\"https://static.tigerbbs.com/1363f2053a5049c7dfc1fe59b29d1ac3\" tg-width=\"364\" tg-height=\"581\" width=\"100%\" height=\"auto\"/></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>Hot Chinese ADRs Surged in Premarket Trading</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\">\nHot Chinese ADRs Surged in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-11 16:05</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/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, <a href=\"https://laohu8.com/S/DIDI\">DiDi</a>, <a href=\"https://laohu8.com/S/IQ\">iQiyi</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> rose between 2% and 10%.</p><p><img src=\"https://static.tigerbbs.com/1363f2053a5049c7dfc1fe59b29d1ac3\" tg-width=\"364\" tg-height=\"581\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162450189","content_text":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, Pinduoduo and XPeng rose between 2% and 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033727223,"gmtCreate":1646362393300,"gmtModify":1676534122460,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Come on Tesla gogogo ☄️✈️🚀","listText":"Come on Tesla gogogo ☄️✈️🚀","text":"Come on Tesla gogogo ☄️✈️🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033727223","repostId":"1177129660","repostType":2,"repost":{"id":"1177129660","kind":"news","pubTimestamp":1646360192,"share":"https://ttm.financial/m/news/1177129660?lang=&edition=fundamental","pubTime":"2022-03-04 10:16","market":"us","language":"en","title":"TSLA Stock News: 6 Biggest Headlines That Tesla Investors Need to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1177129660","media":"InvestorPlace","summary":"Entering a new month,Tesla(NASDAQ:TSLA) is seeing the type of turbulence that investors have come to expect. Itwas down 4.61% today. However, although TSLA stock has dipped today, it remains in the gr","content":"<html><head></head><body><p>Entering a new month, <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) is seeing the type of turbulence that investors have come to expect. It was down 4.61% today. However, although TSLA stock has dipped today, it remains in the green for the week by more than 3%.</p><p>With the crisis in Ukraine escalating rapidly, few eyes have been on the electric vehicle(EV) sector. CEO Elon Musk recognized a clear opportunity, though, when he took it upon himself to send <b>SpaceX</b> Starlink satellites to help keep Ukranian citizens connected to the internet. This type of action has generated some positive market momentum for Tesla.</p><p>Other media coverage on Tesla this week has been fairly mixed, with the typical combination of good and bad news. Musk’s legal problems have not subsided and Tesla’s full-self driving (FSD) tech is experiencing more setbacks. However, other positive developments should give investors hope that TSLA stock will pull back fully into the green.</p><p>Let’s take a closer look at the Tesla headlines investors should be watching this week.</p><p>TSLA Stock News: Top Headlines of the Week</p><p><i>Elon Musk invites a union vote at Tesla, following a contentious history with organized labor.</i></p><p>One of the week’s biggest stories is that Elon Musk may finally be shifting his anti-union stance, per <i>The Washington Post</i>. Specifically, the CEO invited the United Auto Workers (UAW) to hold a vote to unionize at Tesla, claiming the company will “do nothing to stop them.” Musk made the offer in a tweet following President Joe Biden’s recent State of the Union address. In his speech, Biden had emphasized the importance of both EVs and domestic manufacturing but did not mention Tesla. It has been speculated that Biden’s reluctance to acknowledge Tesla is due to its anti-union history. If the UAW does unionize, it could signal the start of a new chapter for both Musk and Biden. This type of development could certainly help TSLA stock grow.</p><p><i>Tesla to win approval for $5.5 billion Berlin gigafactory on Friday.</i></p><p>Both TSLA stock investors and EV aficionados have been waiting for some news out of Berlin. This morning, <i>Reuters</i> reported that Germany’s Brandenburg state was planning to give Tesla the thumbs up it needs to begin churning out more EVs in Europe. The company has already begun delivering EVsto certain European nations. If it receives the green light to start mass-producing in Germany, Tesla’s European expansion will be considerably easier as demand booms across the continent. Tesla will still need to meet certain conditions, but it’s likely that Friday brings the company good news.</p><p><i>Elon Musk and Tesla face trial over CEO’s multibillion-dollar pay package from 2018.</i></p><p>It’s hard for a week to go by without a new story circulating regarding Elon Musk’s legal troubles. To that end, this week brought further coverage on a lawsuit levied by a shareholder against the CEO and Tesla’s board of directors. Per<i>CNBC</i>, the allegations are that a pay package Musk received in 2018 was “excessive” and represented a breach of “fiduciary duty” on the part of the board. Cases like this often drag on as legal teams on both sides fight to reach an understanding. Still, Musk has vast legal resources and, although the battle continues, it isn’t likely to effect TSLA stock too much. While the story has trended, shares have mostly risen.</p><p><i>Tesla’s FSD Beta 10.10.2 Struggles In Detroit, No Snow This Time.</i></p><p>Another area of concern for TSLA stock has been its FSD setbacks. Tesla has been working hard to bring full automation to the public but implementing self-driving features has proven difficult. This week, an EV enthusiast from Detroit shared a video of himself testing Tesla’s FSD Beta Version 10.10.2 with no snow on the streets. In a previous video, the driver had tested Tesla’s FSD while there was still snow, presenting problems for the system. Some argued that it was not fair to test the car in such conditions. However, <i>Inside</i> <i>EV</i> <i>s</i>takes the opposite stance, arguing that prospective buyers should see how a car will perform in all conditions. What’s more, this week’s test video from the driver shows there are issues snow or not. Still, while Tesla clearly has some FSD improvements to make, previous setbacks haven’t held TSLA stock back.</p><p><i>Panasonic to begin mass producing new Tesla battery by end-March 2024.</i></p><p>Tesla may be experiencing setbacks on the FSD front, but this week also brought some good news regarding another important area. Battery production has long been a source of concern for EV makers, particularly as supply-chain problems persist. However, it has now been reported that electronics giant <b>Panasonic</b>(OTCMKTS:<b><u>PCRFY</u></b>) is slated to begin mass-producing batteries for Tesla at its Japan facility. <i>Reuters</i> reports that the new batteries will be five times larger than those currently produced by the company. This will ultimately mean lower production costs for Tesla, allowing the company to reinvest in other important matters. Good news regarding battery production is often a boon for EV stocks.</p><p><i>Is $100 Oil A Catalyst For Tesla Stock?</i></p><p>Finally, in more news, it has been impossible to ignore skyrocketing oil prices this week. Fears of an energy crisis are running high as geopolitical tensions continue to escalate. While oil stocks have been rising, <i>Forbes</i> recently raised the question of what the new oil boom means for TSLA stock. The outlet notes: “The current surge in oil prices could also hasten the transition to EVs. Crude oil prices are up by almost 40% over the last three months, to levels of almost $100 per barrel, amid the current war between Russia and Ukraine.” While there are other factors to consider, <i>Forbes</i> makes an interesting case for why TSLA stock could benefit from the current trend. It reminds readers that, even in such strange economic times, market winners like Tesla are worth watching.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock News: 6 Biggest Headlines That Tesla Investors Need to Know 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\">\nTSLA Stock News: 6 Biggest Headlines That Tesla Investors Need to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 10:16 GMT+8 <a href=https://investorplace.com/2022/03/tsla-stock-news-6-biggest-headlines-that-tesla-investors-need-to-know-this-week-2/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Entering a new month, Tesla(NASDAQ:TSLA) is seeing the type of turbulence that investors have come to expect. It was down 4.61% today. However, although TSLA stock has dipped today, it remains in the ...</p>\n\n<a href=\"https://investorplace.com/2022/03/tsla-stock-news-6-biggest-headlines-that-tesla-investors-need-to-know-this-week-2/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/03/tsla-stock-news-6-biggest-headlines-that-tesla-investors-need-to-know-this-week-2/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177129660","content_text":"Entering a new month, Tesla(NASDAQ:TSLA) is seeing the type of turbulence that investors have come to expect. It was down 4.61% today. However, although TSLA stock has dipped today, it remains in the green for the week by more than 3%.With the crisis in Ukraine escalating rapidly, few eyes have been on the electric vehicle(EV) sector. CEO Elon Musk recognized a clear opportunity, though, when he took it upon himself to send SpaceX Starlink satellites to help keep Ukranian citizens connected to the internet. This type of action has generated some positive market momentum for Tesla.Other media coverage on Tesla this week has been fairly mixed, with the typical combination of good and bad news. Musk’s legal problems have not subsided and Tesla’s full-self driving (FSD) tech is experiencing more setbacks. However, other positive developments should give investors hope that TSLA stock will pull back fully into the green.Let’s take a closer look at the Tesla headlines investors should be watching this week.TSLA Stock News: Top Headlines of the WeekElon Musk invites a union vote at Tesla, following a contentious history with organized labor.One of the week’s biggest stories is that Elon Musk may finally be shifting his anti-union stance, per The Washington Post. Specifically, the CEO invited the United Auto Workers (UAW) to hold a vote to unionize at Tesla, claiming the company will “do nothing to stop them.” Musk made the offer in a tweet following President Joe Biden’s recent State of the Union address. In his speech, Biden had emphasized the importance of both EVs and domestic manufacturing but did not mention Tesla. It has been speculated that Biden’s reluctance to acknowledge Tesla is due to its anti-union history. If the UAW does unionize, it could signal the start of a new chapter for both Musk and Biden. This type of development could certainly help TSLA stock grow.Tesla to win approval for $5.5 billion Berlin gigafactory on Friday.Both TSLA stock investors and EV aficionados have been waiting for some news out of Berlin. This morning, Reuters reported that Germany’s Brandenburg state was planning to give Tesla the thumbs up it needs to begin churning out more EVs in Europe. The company has already begun delivering EVsto certain European nations. If it receives the green light to start mass-producing in Germany, Tesla’s European expansion will be considerably easier as demand booms across the continent. Tesla will still need to meet certain conditions, but it’s likely that Friday brings the company good news.Elon Musk and Tesla face trial over CEO’s multibillion-dollar pay package from 2018.It’s hard for a week to go by without a new story circulating regarding Elon Musk’s legal troubles. To that end, this week brought further coverage on a lawsuit levied by a shareholder against the CEO and Tesla’s board of directors. PerCNBC, the allegations are that a pay package Musk received in 2018 was “excessive” and represented a breach of “fiduciary duty” on the part of the board. Cases like this often drag on as legal teams on both sides fight to reach an understanding. Still, Musk has vast legal resources and, although the battle continues, it isn’t likely to effect TSLA stock too much. While the story has trended, shares have mostly risen.Tesla’s FSD Beta 10.10.2 Struggles In Detroit, No Snow This Time.Another area of concern for TSLA stock has been its FSD setbacks. Tesla has been working hard to bring full automation to the public but implementing self-driving features has proven difficult. This week, an EV enthusiast from Detroit shared a video of himself testing Tesla’s FSD Beta Version 10.10.2 with no snow on the streets. In a previous video, the driver had tested Tesla’s FSD while there was still snow, presenting problems for the system. Some argued that it was not fair to test the car in such conditions. However, Inside EV stakes the opposite stance, arguing that prospective buyers should see how a car will perform in all conditions. What’s more, this week’s test video from the driver shows there are issues snow or not. Still, while Tesla clearly has some FSD improvements to make, previous setbacks haven’t held TSLA stock back.Panasonic to begin mass producing new Tesla battery by end-March 2024.Tesla may be experiencing setbacks on the FSD front, but this week also brought some good news regarding another important area. Battery production has long been a source of concern for EV makers, particularly as supply-chain problems persist. However, it has now been reported that electronics giant Panasonic(OTCMKTS:PCRFY) is slated to begin mass-producing batteries for Tesla at its Japan facility. Reuters reports that the new batteries will be five times larger than those currently produced by the company. This will ultimately mean lower production costs for Tesla, allowing the company to reinvest in other important matters. Good news regarding battery production is often a boon for EV stocks.Is $100 Oil A Catalyst For Tesla Stock?Finally, in more news, it has been impossible to ignore skyrocketing oil prices this week. Fears of an energy crisis are running high as geopolitical tensions continue to escalate. While oil stocks have been rising, Forbes recently raised the question of what the new oil boom means for TSLA stock. The outlet notes: “The current surge in oil prices could also hasten the transition to EVs. Crude oil prices are up by almost 40% over the last three months, to levels of almost $100 per barrel, amid the current war between Russia and Ukraine.” While there are other factors to consider, Forbes makes an interesting case for why TSLA stock could benefit from the current trend. It reminds readers that, even in such strange economic times, market winners like Tesla are worth watching.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030901348,"gmtCreate":1645591689294,"gmtModify":1676534043678,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Come on gogogo 🚀🚀","listText":"Come on gogogo 🚀🚀","text":"Come on gogogo 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030901348","repostId":"1142277488","repostType":2,"repost":{"id":"1142277488","kind":"news","pubTimestamp":1645575228,"share":"https://ttm.financial/m/news/1142277488?lang=&edition=fundamental","pubTime":"2022-02-23 08:13","market":"us","language":"en","title":"Tesla Recall Numbers Don’t Tell the Entire Story. The Other Factor to Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1142277488","media":"Barron","summary":"Teslahas alreadyrecalledmore than a million cars this year. Whether you consider it serious, or even significant, depends on whether you’rebearish or bullishon the stock—or just confused.For the bears","content":"<html><head></head><body><p>Tesla has already recalled more than a million cars this year. Whether you consider it serious, or even significant, depends on whether you’rebearish or bullishon the stock—or just confused.</p><p>For the bears, the recalls showqualityis slipping as the electric-vehicle pioneer grows faster and faster.</p><p>The bulls, on the other hand, are far less worried because no crashes have been reported because of the problems, and all the problems been fixed without a single trip to the shop—both proof thatTeslahas revolutionized the auto industry, for the better.</p><p>And there are more than a few investors who are simply finding it tough to cut through thebull-bearnoise. They need more context.</p><p>First, the scope of the recalls: Since January, Tesla (ticker: TSLA) has issued four recalls for almost 1.5 million vehicles, according tothe National Highway Traffic Safety Administration. That’s roughly four times the 360,000 cars that Tesla delivered in the U.S. in 2021, and a half-million more, at least, than the 936,000 delivered worldwide. Global deliveries rose about 87%, compared with 2020.</p><p>Those productions numbers are what the bears point to when making their case. But here’s the rub: context. Since the start of 2020, Tesla has recalled about 2.1 million vehicles andFord Motor(F) has recalled about 10.5 million vehicles—fives times as many.</p><p>Now, also consider the number of recalls issued by Tesla and Ford for the past two years: Tesla’s 19 vs. Ford’s 100. Ford is recalling more cars more frequently than Tesla. Again, though, context: Ford is larger than Tesla and sells more cars in the U.S.</p><p>So adjusted for the number of cars sold in 2021, to try to account for auto maker size, Tesla recall numbers don’t look as good, relative to the industry.</p><p>But numbers alone can’t tell the entire story. Recall severity matters, too. An example: More than 42 million cars from 19 auto makers were recalled over faulty air bags manufactured by Takata, a Japanese auto supplier. That defect caused more than a dozen deaths and hundreds of injuries, andeventually bankruptedTakata.</p><p>Tesla’s 2022 recalls haven’t resulted in any crashes—at least none have been reported. And all the malfunctions have been corrected with software updates, which makes the fixes fast and cheap, relatively speaking.</p><p>Other auto makers are forthright about trying to copy Tesla’s ability to sell software-based services across its installed base of vehicles.</p><p>“We really didn’t have full modems in the vehicles until full year sort of 2020-ish,” said Ted Cannis, CEO of Ford’s Pro business, at a November investor conference. “Now we have this capability that we can add these higher-margin software sales [and] annual subscriptions.”</p><p>The industry pivot toward software means investors will hear more about recalls in coming months. The raw numbers might be large, but vehicle safety and repair cost will have the bigger impact on stock prices.</p><p>Tesla stock has been at the mercy of broader market forces so far this year, not recalls. On Tuesday, for example, shares were down 5.8% in afternoon trading on investor concerns about the Russia-Ukraine crisis. TheS&P 500andDow Jones Industrial Averageare down 1.2% and 1.5%, respectively.</p></body></html>","source":"market_watch","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 Recall Numbers Don’t Tell the Entire Story. The Other Factor to Consider</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 Recall Numbers Don’t Tell the Entire Story. The Other Factor to Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 08:13 GMT+8 <a href=https://www.marketwatch.com/articles/tesla-vehicle-recall-51645560938?mod=newsviewer_click><strong>Barron</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has already recalled more than a million cars this year. Whether you consider it serious, or even significant, depends on whether you’rebearish or bullishon the stock—or just confused.For the ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-vehicle-recall-51645560938?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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/tesla-vehicle-recall-51645560938?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1142277488","content_text":"Tesla has already recalled more than a million cars this year. Whether you consider it serious, or even significant, depends on whether you’rebearish or bullishon the stock—or just confused.For the bears, the recalls showqualityis slipping as the electric-vehicle pioneer grows faster and faster.The bulls, on the other hand, are far less worried because no crashes have been reported because of the problems, and all the problems been fixed without a single trip to the shop—both proof thatTeslahas revolutionized the auto industry, for the better.And there are more than a few investors who are simply finding it tough to cut through thebull-bearnoise. They need more context.First, the scope of the recalls: Since January, Tesla (ticker: TSLA) has issued four recalls for almost 1.5 million vehicles, according tothe National Highway Traffic Safety Administration. That’s roughly four times the 360,000 cars that Tesla delivered in the U.S. in 2021, and a half-million more, at least, than the 936,000 delivered worldwide. Global deliveries rose about 87%, compared with 2020.Those productions numbers are what the bears point to when making their case. But here’s the rub: context. Since the start of 2020, Tesla has recalled about 2.1 million vehicles andFord Motor(F) has recalled about 10.5 million vehicles—fives times as many.Now, also consider the number of recalls issued by Tesla and Ford for the past two years: Tesla’s 19 vs. Ford’s 100. Ford is recalling more cars more frequently than Tesla. Again, though, context: Ford is larger than Tesla and sells more cars in the U.S.So adjusted for the number of cars sold in 2021, to try to account for auto maker size, Tesla recall numbers don’t look as good, relative to the industry.But numbers alone can’t tell the entire story. Recall severity matters, too. An example: More than 42 million cars from 19 auto makers were recalled over faulty air bags manufactured by Takata, a Japanese auto supplier. That defect caused more than a dozen deaths and hundreds of injuries, andeventually bankruptedTakata.Tesla’s 2022 recalls haven’t resulted in any crashes—at least none have been reported. And all the malfunctions have been corrected with software updates, which makes the fixes fast and cheap, relatively speaking.Other auto makers are forthright about trying to copy Tesla’s ability to sell software-based services across its installed base of vehicles.“We really didn’t have full modems in the vehicles until full year sort of 2020-ish,” said Ted Cannis, CEO of Ford’s Pro business, at a November investor conference. “Now we have this capability that we can add these higher-margin software sales [and] annual subscriptions.”The industry pivot toward software means investors will hear more about recalls in coming months. The raw numbers might be large, but vehicle safety and repair cost will have the bigger impact on stock prices.Tesla stock has been at the mercy of broader market forces so far this year, not recalls. On Tuesday, for example, shares were down 5.8% in afternoon trading on investor concerns about the Russia-Ukraine crisis. TheS&P 500andDow Jones Industrial Averageare down 1.2% and 1.5%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023570437,"gmtCreate":1652937656529,"gmtModify":1676535192897,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Buy, hold and wait to 🚀 ","listText":"Buy, hold and wait to 🚀 ","text":"Buy, hold and wait to 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023570437","repostId":"2236797581","repostType":2,"repost":{"id":"2236797581","kind":"highlight","pubTimestamp":1652932286,"share":"https://ttm.financial/m/news/2236797581?lang=&edition=fundamental","pubTime":"2022-05-19 11:51","market":"us","language":"en","title":"Tesla: Timing Is Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=2236797581","media":"seekingalpha","summary":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>You hear a lot about timing when it comes to the stock market.</li><li>“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.</li><li>You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.</li><li>Even so, I do agree, "time in" the market, not "timing" the market, creates true wealth, as my father would say.</li><li>In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a1229b9c7f7f78df1d901d2fde69ea\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Sjo/iStock Unreleased via Getty Images</span></p><p><b>Why now is an ideal time to buy Tesla</b></p><p>Yes, yes I know you can't time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.</p><p><b>First things first</b></p><p>I would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.</p><p>The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.</p><p><b>Tesla is not a “car” stock</b></p><p>I submit Tesla is not a car stock. It’s a long duration "story" stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They're commonly referred to as "long-duration assets."</p><p>Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it's more akin to the rumble between the Greasers and the Socs in the movie "The Outsiders" than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here's why.</p><p><b>Tesla revenue 5 year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab99bfe7748553a39961171fad2fc738\" tg-width=\"640\" tg-height=\"213\" width=\"100%\" height=\"auto\"/><span>5-year revenue growth (YCharts)</span></p><p><b>Tesla gross profit 5-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ac0c43a94e2f8a570de132e416f31d\" tg-width=\"640\" tg-height=\"208\" width=\"100%\" height=\"auto\"/><span>5-year Gross profit Growth (YCharts)</span></p><p>Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.</p><p><b>Lots of new competition, yes but…</b></p><p>There's a lot of new EV competitors in the space. There's no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary <a href=\"https://laohu8.com/S/AONE.U\">one</a> is Tesla’s charging infrastructure.</p><p><b>Tesla’s vastly superior charging infrastructure</b></p><p>My friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.</p><p><b>Tesla Super charging station map</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8250ffd495c652144b8dce9d70a2fc2\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"/><span>Tesla North American Supercharging Station Map (Tesla.com)</span></p><p>With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.</p><p>The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.</p><p><b>Tesla 10-year return on investment</b></p><p>I made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.</p><p><b>Tesla 10-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c6f4a069c5d0a8d1c46387167c52d8f\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"/><span>Tesla Long-term Chart (Finviz)</span></p><p>A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I'm 10 years older now. At nearly, 60, my priorities have changed. I'm transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.</p><p>Even so, I'm not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.</p><p><b>Tesla technical analysis</b></p><p>Tesla’s stock fallen 25% since I took profits on my long-term position.</p><p><b>Tesla current chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/792ea9bbefed3d777ecfcc34810ab1eb\" tg-width=\"640\" tg-height=\"199\" width=\"100%\" height=\"auto\"/><span>Tesla Current Chart (Finviz)</span></p><p>I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.</p><p><b>The Wrap Up</b></p><p>I believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That's a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there's plenty of room for some competition with the expansive total addressable EV market.</p><p>The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.</p><p><b>Final Note</b></p><p>The stock market is under pressure again as I wrap up this piece. There's a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.</p><p>My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”</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>Tesla: Timing Is Everything</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: Timing Is Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 11:51 GMT+8 <a href=https://seekingalpha.com/article/4512969-tesla-timing-is-everything><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512969-tesla-timing-is-everything\">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/4512969-tesla-timing-is-everything","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236797581","content_text":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.Even so, I do agree, \"time in\" the market, not \"timing\" the market, creates true wealth, as my father would say.In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.Sjo/iStock Unreleased via Getty ImagesWhy now is an ideal time to buy TeslaYes, yes I know you can't time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.First things firstI would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.Tesla is not a “car” stockI submit Tesla is not a car stock. It’s a long duration \"story\" stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They're commonly referred to as \"long-duration assets.\"Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it's more akin to the rumble between the Greasers and the Socs in the movie \"The Outsiders\" than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here's why.Tesla revenue 5 year chart5-year revenue growth (YCharts)Tesla gross profit 5-year chart5-year Gross profit Growth (YCharts)Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.Lots of new competition, yes but…There's a lot of new EV competitors in the space. There's no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary one is Tesla’s charging infrastructure.Tesla’s vastly superior charging infrastructureMy friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.Tesla Super charging station mapTesla North American Supercharging Station Map (Tesla.com)With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.Tesla 10-year return on investmentI made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.Tesla 10-year chartTesla Long-term Chart (Finviz)A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I'm 10 years older now. At nearly, 60, my priorities have changed. I'm transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.Even so, I'm not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.Tesla technical analysisTesla’s stock fallen 25% since I took profits on my long-term position.Tesla current chartTesla Current Chart (Finviz)I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s Twitter (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.The Wrap UpI believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That's a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there's plenty of room for some competition with the expansive total addressable EV market.The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.Final NoteThe stock market is under pressure again as I wrap up this piece. There's a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080034004,"gmtCreate":1649817248556,"gmtModify":1676534583189,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"💪🏻💪🏻💪🏻","listText":"💪🏻💪🏻💪🏻","text":"💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080034004","repostId":"2227664437","repostType":2,"repost":{"id":"2227664437","kind":"news","pubTimestamp":1649817058,"share":"https://ttm.financial/m/news/2227664437?lang=&edition=fundamental","pubTime":"2022-04-13 10:30","market":"us","language":"en","title":"NIO: Don't Buy Into The Fear, NIO Is An EV Pioneer","url":"https://stock-news.laohu8.com/highlight/detail?id=2227664437","media":"seekingalpha","summary":"Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. Wh","content":"<html><head></head><body><h2>Thesis Summary</h2><p>NIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at home. Most notably, NIO has had to suspend production due to COVID induced lockdowns around China. This is cause for concern, but the current sell-off is overblown.</p><p>A lot has happened with NIO in the last couple of weeks, and if we look at these developments closely, we can see that the good outweighs the bad. NIO is transforming itself into much more than an EV maker.</p><h2>Supply Issues Are Overblown</h2><p>First off, let’s address the issue of supply. NIO has been forced to suspend production because many of its supply partners are in cities facing harsh lockdowns. These include Jilin, Shanghai and Jiangsu. Shanghai, where NIO is headquartered, has been in a phased lockdown since the end of March.</p><p>NIO is no stranger to production halts, as it also faced issues in October 2021, when production was stopped due to upgrades being carried out. These were necessary to begin production of the ET7.</p><p>Having to stop production is a problem for a car company, but investors should not be overly concerned.</p><p>For starters, NIO is not the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> facing this problem. Other EV makers such as Tesla Inc (TSLA) and XPeng (XPEV) have also halted production. This is a sector-wide problem that doesn’t only affect NIO.</p><p>Secondly, investors should understand that, where possible, work is being carried out. Halting production doesn’t mean that the factory is closed down. In fact, NIO could use this as a chance to carry out further upgrades to its supply lines, since I believe there is still work to be done in that area.</p><p>Lastly, it is worth mentioning that NIO, which has often been criticized for not having its production facilities, is addressing this issue head-on. In my last article, I mentioned that NIO has almost completed the building of its F2 manufacturing facility in the NeoPark. With both factories fully operational, NIO will be able to produce close to 240,000 units per year</p><p>More importantly though, last week NIO increased its stake in its joint venture with JAC Motors to 50%. JAC is NIO’s main production partner, and the two established a JV on March 31st of 2021 called Jianglai. Rumor is that Jianglai will be responsible for producing NIO’s sub-brand, which targets the mass market.</p><h2>NIO: More than a car company</h2><p>While investors are panicking over the supply issues, NIO is delivering encouraging news and catalysts for future growth.</p><p>First off, NIO reported very strong monthly deliveries, with a 37.6% YoY increase. NIO deployed 884 Power Swap stations and 727 Power Charger stations, as well as 3,832 destination chargers in China. And this is where it gets interesting.</p><p>NIO has recently begun building out its power stations in Europe, and the company is in talks with other car companies to begin leasing out its infrastructure. This would be a huge move for NIO and could change the way the company is perceived by the market.</p><p>What separates NIO from other EV companies are two things. One is that it primarily promotes the utilization of Battery-as-a-Service. And two, that it has built out an immense infrastructure of battery swap stations in China, and is now doing this to Europe.</p><p>Building swap stations are big investments, with estimated costs of $772,00, in China, and charging other companies to use its battery swap stations would be a win-win. It would help NIO monetize its infrastructure, and save other EV manufacturers millions in investments.</p><p>In order for other EVs to use these stations, though, there would have to be some degree of standardization in the batteries, but this doesn't have to be an obstacle. NIO could also lend other companies a hand in designing their batteries, an area in which NIO has extensive expertise. NIO has a total of 2,768 patents in China, 204 in Europe and 193 more in the United States.</p><p>NIO is not only an EV manufacturer, it is a company with a very large infrastructure and extensive intellectual capital. This is perhaps the most significant reason I own NIO.</p><p>For now, it seems like Lotus Technology could be one of NIO’s first customers. It is worth mentioning though, that Lotus is partially owned by NIO</p><h2>Risks</h2><p>What I like about NIO is that it is laying the foundations for long-term success. However, the question remains whether BaaS will become standard practice amongst EV manufacturers. NIO certainly believes so and has placed its battery swap stations next to Tesla’s superchargers, to showcase the improved user experience.</p><p>NIO’s battery swap stations can change a battery in a matter of minutes. This also entails that you can always have a fully serviced battery, and the initial cost for the car is cheaper, with the battery cost being spread out month-to-month.</p><p>However, while the service is superior, in the long run, this is a more expensive endeavor. It involves changing the battery every time and building out a much more expensive network of stations.</p><p>Tesla’s superchargers are much cheaper to install, and they can charge 200 miles in 15 minutes. Is NIO’s battery swap worth it? The consumer will decide that. However, what is most concerning to me is that battery technology is still in its early stages. A lot may change in the next few years, including sizes, materials needed and charging times. Improvements in battery technology could render the advantages of BaaS over regular charging obsolete.</p><h2>Takeaway</h2><p>NIO’s shares have slid significantly in the last week, and this doesn't reflect the reality of what is happening. While supply issues are a challenge, NIO’s expansion in Europe and its growth prospects beyond the sale of EVs should be more than enough to keep investors interested. NIO is a leader in battery technology and is building out an incredibly valuable infrastructure. It’s just a matter of time before the market realizes this.</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>NIO: Don't Buy Into The Fear, NIO Is An EV Pioneer</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: Don't Buy Into The Fear, NIO Is An EV Pioneer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 10:30 GMT+8 <a href=https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4504":"桥水持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","BK4505":"高瓴资本持仓","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4501051-nio-dont-buy-into-the-fear-nio-is-an-ev-pioneer","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227664437","content_text":"Thesis SummaryNIO Inc (NYSE:NIO) has seen its share price drop by near 15% in the last five days. While general market weakness has certainly played a part in this, NIO has been facing challenges at home. Most notably, NIO has had to suspend production due to COVID induced lockdowns around China. This is cause for concern, but the current sell-off is overblown.A lot has happened with NIO in the last couple of weeks, and if we look at these developments closely, we can see that the good outweighs the bad. NIO is transforming itself into much more than an EV maker.Supply Issues Are OverblownFirst off, let’s address the issue of supply. NIO has been forced to suspend production because many of its supply partners are in cities facing harsh lockdowns. These include Jilin, Shanghai and Jiangsu. Shanghai, where NIO is headquartered, has been in a phased lockdown since the end of March.NIO is no stranger to production halts, as it also faced issues in October 2021, when production was stopped due to upgrades being carried out. These were necessary to begin production of the ET7.Having to stop production is a problem for a car company, but investors should not be overly concerned.For starters, NIO is not the only one facing this problem. Other EV makers such as Tesla Inc (TSLA) and XPeng (XPEV) have also halted production. This is a sector-wide problem that doesn’t only affect NIO.Secondly, investors should understand that, where possible, work is being carried out. Halting production doesn’t mean that the factory is closed down. In fact, NIO could use this as a chance to carry out further upgrades to its supply lines, since I believe there is still work to be done in that area.Lastly, it is worth mentioning that NIO, which has often been criticized for not having its production facilities, is addressing this issue head-on. In my last article, I mentioned that NIO has almost completed the building of its F2 manufacturing facility in the NeoPark. With both factories fully operational, NIO will be able to produce close to 240,000 units per yearMore importantly though, last week NIO increased its stake in its joint venture with JAC Motors to 50%. JAC is NIO’s main production partner, and the two established a JV on March 31st of 2021 called Jianglai. Rumor is that Jianglai will be responsible for producing NIO’s sub-brand, which targets the mass market.NIO: More than a car companyWhile investors are panicking over the supply issues, NIO is delivering encouraging news and catalysts for future growth.First off, NIO reported very strong monthly deliveries, with a 37.6% YoY increase. NIO deployed 884 Power Swap stations and 727 Power Charger stations, as well as 3,832 destination chargers in China. And this is where it gets interesting.NIO has recently begun building out its power stations in Europe, and the company is in talks with other car companies to begin leasing out its infrastructure. This would be a huge move for NIO and could change the way the company is perceived by the market.What separates NIO from other EV companies are two things. One is that it primarily promotes the utilization of Battery-as-a-Service. And two, that it has built out an immense infrastructure of battery swap stations in China, and is now doing this to Europe.Building swap stations are big investments, with estimated costs of $772,00, in China, and charging other companies to use its battery swap stations would be a win-win. It would help NIO monetize its infrastructure, and save other EV manufacturers millions in investments.In order for other EVs to use these stations, though, there would have to be some degree of standardization in the batteries, but this doesn't have to be an obstacle. NIO could also lend other companies a hand in designing their batteries, an area in which NIO has extensive expertise. NIO has a total of 2,768 patents in China, 204 in Europe and 193 more in the United States.NIO is not only an EV manufacturer, it is a company with a very large infrastructure and extensive intellectual capital. This is perhaps the most significant reason I own NIO.For now, it seems like Lotus Technology could be one of NIO’s first customers. It is worth mentioning though, that Lotus is partially owned by NIORisksWhat I like about NIO is that it is laying the foundations for long-term success. However, the question remains whether BaaS will become standard practice amongst EV manufacturers. NIO certainly believes so and has placed its battery swap stations next to Tesla’s superchargers, to showcase the improved user experience.NIO’s battery swap stations can change a battery in a matter of minutes. This also entails that you can always have a fully serviced battery, and the initial cost for the car is cheaper, with the battery cost being spread out month-to-month.However, while the service is superior, in the long run, this is a more expensive endeavor. It involves changing the battery every time and building out a much more expensive network of stations.Tesla’s superchargers are much cheaper to install, and they can charge 200 miles in 15 minutes. Is NIO’s battery swap worth it? The consumer will decide that. However, what is most concerning to me is that battery technology is still in its early stages. A lot may change in the next few years, including sizes, materials needed and charging times. Improvements in battery technology could render the advantages of BaaS over regular charging obsolete.TakeawayNIO’s shares have slid significantly in the last week, and this doesn't reflect the reality of what is happening. While supply issues are a challenge, NIO’s expansion in Europe and its growth prospects beyond the sale of EVs should be more than enough to keep investors interested. NIO is a leader in battery technology and is building out an incredibly valuable infrastructure. It’s just a matter of time before the market realizes this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011913348,"gmtCreate":1648801439300,"gmtModify":1676534400825,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"🚀🚀🚀 don't give up on them 💪🏻💪🏻💪🏻","listText":"🚀🚀🚀 don't give up on them 💪🏻💪🏻💪🏻","text":"🚀🚀🚀 don't give up on them 💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011913348","repostId":"1158970830","repostType":2,"repost":{"id":"1158970830","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648800378,"share":"https://ttm.financial/m/news/1158970830?lang=&edition=fundamental","pubTime":"2022-04-01 16:06","market":"us","language":"en","title":"Hot Chinese ADRs Rallied in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1158970830","media":"Tiger Newspress","summary":"Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili,","content":"<html><head></head><body><p>Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/56f7c0da045335706f7f4157d28ac7a1\" tg-width=\"418\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></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>Hot Chinese ADRs Rallied in Premarket Trading</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\">\nHot Chinese ADRs Rallied in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/56f7c0da045335706f7f4157d28ac7a1\" tg-width=\"418\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","DIDI":"滴滴(已退市)","BILI":"哔哩哔哩","BIDU":"百度","PDD":"拼多多","IQ":"爱奇艺","BEKE":"贝壳","NIO":"蔚来","XPEV":"小鹏汽车","NTES":"网易","BABA":"阿里巴巴","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158970830","content_text":"Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038901517,"gmtCreate":1646705494385,"gmtModify":1676534153110,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"😢","listText":"😢","text":"😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038901517","repostId":"1101694670","repostType":2,"repost":{"id":"1101694670","kind":"news","pubTimestamp":1646705337,"share":"https://ttm.financial/m/news/1101694670?lang=&edition=fundamental","pubTime":"2022-03-08 10:08","market":"us","language":"en","title":"Why Did Nvidia's Stock Plummet on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1101694670","media":"Motley Fool","summary":"Goldman Sachs kind of likes Nvidia -- but can't recommend buying it.","content":"<html><head></head><body><p><b>What happened</b></p><p>Shares of <b>Nvidia</b> stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:</p><p><b>Goldman Sachs</b> just reinitiated coverage of Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c759aee336113c9ba1fe6119f13159fb\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>So what</b></p><p>What's more, Goldman Sachs didn't even diss the stock -- to the contrary, Goldman kind of likes Nvidia.</p><p>"We continue to view Nvidia as an industry leader in accelerated computing," said the analyst, "and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run."</p><p>Furthermore, Goldman sees a possible "positive catalyst for the stock" in Nvidia's upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. "We expect management to unveil new products and provide more detail on its expanding SAM," said Goldman in a note covered by StreetInsider.com.</p><p><b>Now what</b></p><p>All that being said, Goldman Sachs warned that that at its current share price of $219 and change, "risk/reward on the stock is fairly balanced on a 12-month basis."</p><p>For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn't give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, "We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock."</p><p>And sad to say, I have to agree with Goldman Sachs on this one. Although it's true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.</p><p>Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.</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>Why Did Nvidia's Stock Plummet on Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Nvidia's Stock Plummet on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 10:08 GMT+8 <a href=https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/03/07/why-nvidia-stock-tanked-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101694670","content_text":"What happenedShares of Nvidia stock fell off a cliff Monday morning, tumbling 6.9% by closed. That's actually a bit surprising though, given the news today:Goldman Sachs just reinitiated coverage of Nvidia.Image source: Getty Images.So whatWhat's more, Goldman Sachs didn't even diss the stock -- to the contrary, Goldman kind of likes Nvidia.\"We continue to view Nvidia as an industry leader in accelerated computing,\" said the analyst, \"and expect the proliferation of [artificial intelligence and machine learning] to drive earnings growth and a valuation multiple that exceeds the industry average over the long-run.\"Furthermore, Goldman sees a possible \"positive catalyst for the stock\" in Nvidia's upcoming annual Graphics Technology Conference (GTC 2022) to be held from March 21 to March 24. \"We expect management to unveil new products and provide more detail on its expanding SAM,\" said Goldman in a note covered by StreetInsider.com.Now whatAll that being said, Goldman Sachs warned that that at its current share price of $219 and change, \"risk/reward on the stock is fairly balanced on a 12-month basis.\"For this reason, Goldman declined to recommend the semiconductors star, assigning Nvidia only a $245 price target and a neutral rating. Moreover, the company didn't give even a hint of being interested in changing its mind (or its rating) on Nvidia in the near future, saying instead, \"We await normalization in consumer GPU demand and/or a better entry point before turning more constructive on the stock.\"And sad to say, I have to agree with Goldman Sachs on this one. Although it's true that Nvidia stock has gotten a lot cheaper -- losing about a third of its value over the last three months -- at a stock price currently 63 times trailing earnings, Nvidia still looks too expensive based on its projected 21% long-term annual earnings growth rate.Simply put: A price-to-earnings growth ratio of 3 is too high a price to pay -- even for Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013290939,"gmtCreate":1648731516069,"gmtModify":1676534387296,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013290939","repostId":"2223366614","repostType":2,"repost":{"id":"2223366614","kind":"news","pubTimestamp":1648734418,"share":"https://ttm.financial/m/news/2223366614?lang=&edition=fundamental","pubTime":"2022-03-31 21:46","market":"us","language":"en","title":"Intel confirms acquisition of Israeli cloud service startup Granulate, terms not disclosed","url":"https://stock-news.laohu8.com/highlight/detail?id=2223366614","media":"seekingalpha","summary":"Intel Corporation (NASDAQ:INTC) has signed an agreement to acquire Granulate Cloud Solutions, an Isr","content":"<html><body><ul> <li>Intel Corporation (<span>NASDAQ:INTC</span>) has signed an agreement to acquire Granulate Cloud Solutions, an Israel-based developer of real-time continuous optimization software.</li>\n<li>The acquisition of Granulate will help cloud and data center customers maximize compute workload performance and reduce infrastructure and cloud costs.</li>\n<li>Deal terms are not being disclosed.</li> <li>The transaction is expected to close in the second quarter of 2022.</li>\n<li>Upon closing, Granulate’s approximately 120 employees will join Intel’s Datacenter and AI business unit.</li>\n<li>Shares <font color=\"green\">+0.08%</font> premarket.</li>\n<li>Previously: Intel to buy Israeli cloud service startup Granulate for $650M (March 23)</li>\n<li>Check the latest analysis on stock here.</li> </ul></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>Intel confirms acquisition of Israeli cloud service startup Granulate, terms not disclosed</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\">\nIntel confirms acquisition of Israeli cloud service startup Granulate, terms not disclosed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 21:46 GMT+8 <a href=https://seekingalpha.com/news/3819287-intel-confirms-acquisition-of-israeli-cloud-service-startup-granulate-terms-not-disclosed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corporation (NASDAQ:INTC) has signed an agreement to acquire Granulate Cloud Solutions, an Israel-based developer of real-time continuous optimization software.\nThe acquisition of Granulate will...</p>\n\n<a href=\"https://seekingalpha.com/news/3819287-intel-confirms-acquisition-of-israeli-cloud-service-startup-granulate-terms-not-disclosed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4529":"IDC概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4579":"人工智能","INTC":"英特尔","BK4512":"苹果概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://seekingalpha.com/news/3819287-intel-confirms-acquisition-of-israeli-cloud-service-startup-granulate-terms-not-disclosed","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2223366614","content_text":"Intel Corporation (NASDAQ:INTC) has signed an agreement to acquire Granulate Cloud Solutions, an Israel-based developer of real-time continuous optimization software.\nThe acquisition of Granulate will help cloud and data center customers maximize compute workload performance and reduce infrastructure and cloud costs.\nDeal terms are not being disclosed. The transaction is expected to close in the second quarter of 2022.\nUpon closing, Granulate’s approximately 120 employees will join Intel’s Datacenter and AI business unit.\nShares +0.08% premarket.\nPreviously: Intel to buy Israeli cloud service startup Granulate for $650M (March 23)\nCheck the latest analysis on stock here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037933033,"gmtCreate":1648001291382,"gmtModify":1676534291432,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"🚀🚀🚀👍👍👍","listText":"🚀🚀🚀👍👍👍","text":"🚀🚀🚀👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037933033","repostId":"2221995490","repostType":4,"repost":{"id":"2221995490","kind":"news","pubTimestamp":1647992670,"share":"https://ttm.financial/m/news/2221995490?lang=&edition=fundamental","pubTime":"2022-03-23 07:44","market":"us","language":"en","title":"Tesla in Right Place at Right Time as Stock Investors Look Past Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2221995490","media":"Bloomberg","summary":"A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla","content":"<html><head></head><body><p>A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.</p><p>Tesla shares surged 7.9% for their best day since Jan. 31, helping to make the consumer discretionary sector by far the biggest gainer in the S&P 500 Index, rising 2.5% compared with an increase of 1.1% in the broader benchmark. But the electric-vehicle maker was hardly alone. Strong performances by automakers, retailers Etsy Inc. and Nike Inc. and travel related-companies such as Wynn Resorts Ltd. and <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc. also helped drive the group. Meme stocks also made a reappearance, with GameStop Corp soaring 31%.</p><p>The outperformance comes against the backdrop of an ongoing bloodbath U.S. Treasuries, where yields on 10-year bonds are the highest since May 2019. And it’s happening in defiance of the Federal Reserve’s aggressive rate-hike regime aimed at clamping down on the fastest rate of inflation in 40 years.</p><p>“Many investors have reverted to full-on FOMO, certainly not caring about the gloomy message being sent by the bond market,” said Steve Sosnick, chief strategist at Interactive Brokers. “Is Amazon or Tesla suddenly worth 20-25% more than they were two weeks ago? Or GameStop worth 30% more today than yesterday? Animal spirits are back in a big way and the market narrative has flipped on a dime.”</p><p>To be sure, a spate of positive news on many different fronts helped bolster optimism during the session. Tesla opened a new factory in Berlin, a welcome development as automakers globally grapple with lingering supply shortages that are weighing on production plans. Nike, meanwhile, posted healthy earnings that gave investors a “big sigh of relief” and underscored the strength of the brand.</p><p>Tesla, in particular, may simply be in the right place at the right time. It’s benefiting from rising investor interest in electric vehicles as the price of oil has surged since Russia invaded Ukraine late last month and is hovering around the highest level in over a decade. And it’s getting a bounce from investors looking to chase stock-market winners. Tesla shares have rallied 30% since Feb. 23, the day of the invasion, while the consumer discretionary sector is up 10% and the S&P has gained 6.8% in the same period.</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 in Right Place at Right Time as Stock Investors Look Past Risk</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 in Right Place at Right Time as Stock Investors Look Past Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 07:44 GMT+8 <a href=https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","TSLA":"特斯拉","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","ISBC":"投资者银行","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行"},"source_url":"https://finance.yahoo.com/news/tesla-place-time-stock-investors-205907015.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221995490","content_text":"A rally in Tesla Inc. on Tuesday shows how eager investors are to look past a litany of risks -- from war in Ukraine to rising interest rates to slowing growth -- and bet on stock market winners.Tesla shares surged 7.9% for their best day since Jan. 31, helping to make the consumer discretionary sector by far the biggest gainer in the S&P 500 Index, rising 2.5% compared with an increase of 1.1% in the broader benchmark. But the electric-vehicle maker was hardly alone. Strong performances by automakers, retailers Etsy Inc. and Nike Inc. and travel related-companies such as Wynn Resorts Ltd. and Booking Holdings Inc. also helped drive the group. Meme stocks also made a reappearance, with GameStop Corp soaring 31%.The outperformance comes against the backdrop of an ongoing bloodbath U.S. Treasuries, where yields on 10-year bonds are the highest since May 2019. And it’s happening in defiance of the Federal Reserve’s aggressive rate-hike regime aimed at clamping down on the fastest rate of inflation in 40 years.“Many investors have reverted to full-on FOMO, certainly not caring about the gloomy message being sent by the bond market,” said Steve Sosnick, chief strategist at Interactive Brokers. “Is Amazon or Tesla suddenly worth 20-25% more than they were two weeks ago? Or GameStop worth 30% more today than yesterday? Animal spirits are back in a big way and the market narrative has flipped on a dime.”To be sure, a spate of positive news on many different fronts helped bolster optimism during the session. Tesla opened a new factory in Berlin, a welcome development as automakers globally grapple with lingering supply shortages that are weighing on production plans. Nike, meanwhile, posted healthy earnings that gave investors a “big sigh of relief” and underscored the strength of the brand.Tesla, in particular, may simply be in the right place at the right time. It’s benefiting from rising investor interest in electric vehicles as the price of oil has surged since Russia invaded Ukraine late last month and is hovering around the highest level in over a decade. And it’s getting a bounce from investors looking to chase stock-market winners. Tesla shares have rallied 30% since Feb. 23, the day of the invasion, while the consumer discretionary sector is up 10% and the S&P has gained 6.8% in the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035444097,"gmtCreate":1647662640538,"gmtModify":1676534257162,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Potential 👍🚀","listText":"Potential 👍🚀","text":"Potential 👍🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035444097","repostId":"2220777059","repostType":2,"repost":{"id":"2220777059","kind":"news","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"us","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.</p><p>The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>'s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a "buy now pay later" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea's consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney's mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let's analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before "allocation of the headquarters’ common expenses" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.</p><p><b>Group</b></p><p>With that said, let's take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>What's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Most of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Unlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author's Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.</li><li><b>The Metaverse</b> — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.</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>Sea Limited: The Three-Headed Monster</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\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8 <a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031919116,"gmtCreate":1646408015292,"gmtModify":1676534126905,"author":{"id":"4096865549960010","authorId":"4096865549960010","name":"Wil888","avatar":"https://static.tigerbbs.com/19a0f2d4d4a7c90d88f3a85f2182d949","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096865549960010","authorIdStr":"4096865549960010"},"themes":[],"htmlText":"Go go go hold 👍","listText":"Go go go hold 👍","text":"Go go go hold 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031919116","repostId":"2216993463","repostType":2,"repost":{"id":"2216993463","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646405466,"share":"https://ttm.financial/m/news/2216993463?lang=&edition=fundamental","pubTime":"2022-03-04 22:51","market":"us","language":"en","title":"Tesla Germany Plant Receives Conditional License to Start Production","url":"https://stock-news.laohu8.com/highlight/detail?id=2216993463","media":"Reuters","summary":"BERLIN, March 4 - Teslahas received a conditional license to begin production at its electric vehiclefactory and adjacent battery plant in Gruenheide, Germany, the local environmental ministry in Brandenburg said on Friday.The factory, which Tesla has begun constructing under pre-approval permits, is set to produce over 500,000 battery-electric vehicles a year, while the battery plant will generate over 50 gigawatt hours per year - outstripping European competitors on both fronts.","content":"<html><head></head><body><p>BERLIN, March 4 (Reuters) - Tesla has received a conditional license to begin production at its electric vehicle factory and adjacent battery plant in Gruenheide, Germany, the local environmental ministry in Brandenburg said on Friday.</p><p>The factory, which Tesla has begun constructing under pre-approval permits, is set to produce over 500,000 battery-electric vehicles a year, while the battery plant will generate over 50 gigawatt hours (GWh) per year - outstripping European competitors on both fronts.</p><p><img src=\"https://static.tigerbbs.com/1641f4e8982863575e623e1289d01a4a\" tg-width=\"843\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></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>Tesla Germany Plant Receives Conditional License to Start Production</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\">\nTesla Germany Plant Receives Conditional License to Start Production\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-04 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BERLIN, March 4 (Reuters) - Tesla has received a conditional license to begin production at its electric vehicle factory and adjacent battery plant in Gruenheide, Germany, the local environmental ministry in Brandenburg said on Friday.</p><p>The factory, which Tesla has begun constructing under pre-approval permits, is set to produce over 500,000 battery-electric vehicles a year, while the battery plant will generate over 50 gigawatt hours (GWh) per year - outstripping European competitors on both fronts.</p><p><img src=\"https://static.tigerbbs.com/1641f4e8982863575e623e1289d01a4a\" tg-width=\"843\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216993463","content_text":"BERLIN, March 4 (Reuters) - Tesla has received a conditional license to begin production at its electric vehicle factory and adjacent battery plant in Gruenheide, Germany, the local environmental ministry in Brandenburg said on Friday.The factory, which Tesla has begun constructing under pre-approval permits, is set to produce over 500,000 battery-electric vehicles a year, while the battery plant will generate over 50 gigawatt hours (GWh) per year - outstripping European competitors on both fronts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}