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yeoldCK

yeoldCK

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2022-12-10

$BYD COMPANY(01211)$

2022-12-08

$BYD COMPANY(01211)$

2022-12-07

$BYD COMPANY(01211)$

2022-12-05

$NVIDIA Corp(NVDA)$

2022-12-01

$KEPPEL CORPORATION LIMITED(BN4.SI)$

2022-11-29

$KEPPEL CORPORATION LIMITED(BN4.SI)$

2022-11-27

$NVIDIA Corp(NVDA)$

2022-11-21

$NVIDIA Corp(NVDA)$

2022-11-20

2022-11-19

$NVIDIA Corp(NVDA)$

2022-11-16

$TENCENT(00700)$

2022-11-13

$NVIDIA Corp(NVDA)$

2022-11-12

$SINGAPORE EXCHANGE LIMITED(S68.SI)$

2022-11-11

$AEM HOLDINGS LTD(AWX.SI)$

2022-11-10

$BYD COMPANY(01211)$

2022-11-09

$Alphabet(GOOG)$

2022-11-08

$NVIDIA Corp(NVDA)$

2022-11-07

$Meituan(03690)$

2022-11-04

$BYD COMPANY(01211)$

2022-11-01

$XIAOMI-W(01810)$

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COMPANY(01211)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984976878","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985950123,"gmtCreate":1667299683263,"gmtModify":1676537893973,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a><v-v data-views=\"0\"></v-v>","text":"$XIAOMI-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985950123","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9085177610,"gmtCreate":1650674978912,"gmtModify":1676534774239,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFMS\">$ConforMIS(CFMS)$</a>&nbsp;one of cathie woods portfolio. Wonder if she has cut them. Is thiscAccumulation level?&nbsp;","listText":"<a href=\"https://ttm.financial/S/CFMS\">$ConforMIS(CFMS)$</a>&nbsp;one of cathie woods portfolio. Wonder if she has cut them. Is thiscAccumulation level?&nbsp;","text":"$ConforMIS(CFMS)$ one of cathie woods portfolio. Wonder if she has cut them. Is thiscAccumulation level?","images":[{"img":"https://community-static.tradeup.com/news/8346d540e1cc5aeacb34f6525724b0a2","width":"1080","height":"3501"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085177610","isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9085145685,"gmtCreate":1650674195273,"gmtModify":1676534773981,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;went below 14 today before rebounce. Will 14.3 be the new support? Otherwise should be considering&nbsp;stop loss measures.&nbsp;","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;went below 14 today before rebounce. Will 14.3 be the new support? Otherwise should be considering&nbsp;stop loss measures.&nbsp;","text":"$BYD ELECTRONIC(00285)$ went below 14 today before rebounce. Will 14.3 be the new support? Otherwise should be considering stop loss measures.","images":[{"img":"https://community-static.tradeup.com/news/aabdaff84d5a019e8385a71b562b9232","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":57,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085145685","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066886749,"gmtCreate":1651885485382,"gmtModify":1676534990100,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>&nbsp;this looks like a reasonable price for entry, ain anticipation of increased transportation needs&nbsp;led by the borders reopening.&nbsp;","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>&nbsp;this looks like a reasonable price for entry, ain anticipation of increased transportation needs&nbsp;led by the borders reopening.&nbsp;","text":"$SATS LTD.(S58.SI)$ this looks like a reasonable price for entry, ain anticipation of increased transportation needs led by the borders reopening.","images":[{"img":"https://community-static.tradeup.com/news/c4435e71bd55fe352857f8680912024f","width":"1080","height":"3402"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":44,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9066886749","isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9064636263,"gmtCreate":1652315734352,"gmtModify":1676535075718,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple was not spared too. Perhaps it is another&nbsp;chance for anyone who wants to own its shares.&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple was not spared too. Perhaps it is another&nbsp;chance for anyone who wants to own its shares.&nbsp;","text":"$Apple(AAPL)$ apple was not spared too. Perhaps it is another chance for anyone who wants to own its shares.","images":[{"img":"https://community-static.tradeup.com/news/2ca5e20b104caefc145effe79bd0c26d","width":"1080","height":"3501"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":38,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9064636263","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573124416025977","authorId":"3573124416025977","name":"NEWBIE","avatar":"https://static.tigerbbs.com/3efe20248e6d34805e6c7befc3ae66a0","crmLevel":3,"crmLevelSwitch":0,"idStr":"3573124416025977","authorIdStr":"3573124416025977"},"content":"yes... will be investing. good price","text":"yes... will be investing. good price","html":"yes... will be investing. good price"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049667757,"gmtCreate":1655786087279,"gmtModify":1676535705448,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>in the&nbsp;long term, this is potential stock will rise but in the mid to short term, expect prices to be in&nbsp;consolidation mode","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>in the&nbsp;long term, this is potential stock will rise but in the mid to short term, expect prices to be in&nbsp;consolidation mode","text":"$Alibaba(09988)$in the long term, this is potential stock will rise but in the mid to short term, expect prices to be in consolidation mode","images":[{"img":"https://community-static.tradeup.com/news/d12abfb11b7c3c57d9bba8f469b41a37","width":"1080","height":"3495"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9049667757","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025846245,"gmtCreate":1653663208687,"gmtModify":1676535323512,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Gates, Jeff and Musk were richest in that time order. Yes someone will overtake Musk soon once he doesn't have those shares or the prices dropped tremendously. Investors will soon realized that the old charm does not work anymore. It would be better to bet on 2 or 3 upcoming EV player to achieve the previous telsa boom.&nbsp;Moreover, pay attention to verify if telsa is fundamentally strong.&nbsp; Always remember previous success does not equate to future success. Your opinions are as good as them.","listText":"Gates, Jeff and Musk were richest in that time order. Yes someone will overtake Musk soon once he doesn't have those shares or the prices dropped tremendously. Investors will soon realized that the old charm does not work anymore. It would be better to bet on 2 or 3 upcoming EV player to achieve the previous telsa boom.&nbsp;Moreover, pay attention to verify if telsa is fundamentally strong.&nbsp; Always remember previous success does not equate to future success. Your opinions are as good as them.","text":"Gates, Jeff and Musk were richest in that time order. Yes someone will overtake Musk soon once he doesn't have those shares or the prices dropped tremendously. Investors will soon realized that the old charm does not work anymore. It would be better to bet on 2 or 3 upcoming EV player to achieve the previous telsa boom. Moreover, pay attention to verify if telsa is fundamentally strong. Always remember previous success does not equate to future success. Your opinions are as good as them.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025846245","repostId":"9022552981","repostType":1,"repost":{"id":9022552981,"gmtCreate":1653554466235,"gmtModify":1676535303375,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"What Does Bill Gates's Portfolio Look Like?","htmlText":"Bill Gates&nbsp;is the third-richest man in the world—after Tesla's Elon Musk (in first place) and Amazon's Jeff Bezos (in second place).Shorting&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>A conversation between \"new richest man\" Musk and \"former richest man\" Bill Gates appeared on Twitter.&nbsp;Bill&nbsp;Gates&nbsp;not only shorting Tesla, but also asking Musk to sponsor himself for charity.&nbsp;In fact, \"shorting Tesla\" seems to have become the obsession of Wall Street bears.Shorting a stock means investors borrow and sell shares they don't own, betting that the price will fall.Short selling is no stranger to Tesla.&nbsp;The company's stock has been a very popular short in recent years.&nbsp;The bears don't believe Tesla can popularize electric vehi","listText":"Bill Gates&nbsp;is the third-richest man in the world—after Tesla's Elon Musk (in first place) and Amazon's Jeff Bezos (in second place).Shorting&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>A conversation between \"new richest man\" Musk and \"former richest man\" Bill Gates appeared on Twitter.&nbsp;Bill&nbsp;Gates&nbsp;not only shorting Tesla, but also asking Musk to sponsor himself for charity.&nbsp;In fact, \"shorting Tesla\" seems to have become the obsession of Wall Street bears.Shorting a stock means investors borrow and sell shares they don't own, betting that the price will fall.Short selling is no stranger to Tesla.&nbsp;The company's stock has been a very popular short in recent years.&nbsp;The bears don't believe Tesla can popularize electric vehi","text":"Bill Gates is the third-richest man in the world—after Tesla's Elon Musk (in first place) and Amazon's Jeff Bezos (in second place).Shorting $Tesla Motors(TSLA)$A conversation between \"new richest man\" Musk and \"former richest man\" Bill Gates appeared on Twitter. Bill Gates not only shorting Tesla, but also asking Musk to sponsor himself for charity. In fact, \"shorting Tesla\" seems to have become the obsession of Wall Street bears.Shorting a stock means investors borrow and sell shares they don't own, betting that the price will fall.Short selling is no stranger to Tesla. The company's stock has been a very popular short in recent years. The bears don't believe Tesla can popularize electric vehi","images":[{"img":"https://community-static.tradeup.com/news/a7855b48c04b33da9752d91f31b02746","width":"2140","height":"1232"},{"img":"https://community-static.tradeup.com/news/6bd8783f8486fa13239efdeed26807f0","width":"1054","height":"1168"},{"img":"https://community-static.tradeup.com/news/7d29b0bc372c94ad0d49c7fd979b1b0c","width":"1884","height":"1162"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022552981","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000164","authorId":"9000000000000164","name":"HarryCox","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000164","authorIdStr":"9000000000000164"},"content":"i still think the fundamentals of tesla pretty good. They have grear earning report, don't they?","text":"i still think the fundamentals of tesla pretty good. They have grear earning report, don't they?","html":"i still think the fundamentals of tesla pretty good. They have grear earning report, don't they?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067169791,"gmtCreate":1652424364813,"gmtModify":1676535098387,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;slow and steady rebounce. Stock is likely to follow the general market sentiment.&nbsp;","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;slow and steady rebounce. Stock is likely to follow the general market sentiment.&nbsp;","text":"$BYD ELECTRONIC(00285)$ slow and steady rebounce. Stock is likely to follow the general market sentiment.","images":[{"img":"https://community-static.tradeup.com/news/0b8033b05c399629179b6c2f86c5eecc","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9067169791","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9063829841,"gmtCreate":1651453829271,"gmtModify":1676534908183,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;whilst being bullish, it is necessary to track how the economical developments.&nbsp;","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;whilst being bullish, it is necessary to track how the economical developments.&nbsp;","text":"$BYD ELECTRONIC(00285)$ whilst being bullish, it is necessary to track how the economical developments.","images":[{"img":"https://community-static.tradeup.com/news/9e2fa3135b1cc8839aff7de8393950d4","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063829841","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9051842284,"gmtCreate":1654672736248,"gmtModify":1676535489784,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>&nbsp;prices pushing up but looks bearish in the short term. Expecting prices to go down in the next few days. Short opportunity.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>&nbsp;prices pushing up but looks bearish in the short term. Expecting prices to go down in the next few days. Short opportunity.&nbsp;","text":"$Alibaba(09988)$ prices pushing up but looks bearish in the short term. Expecting prices to go down in the next few days. Short opportunity.","images":[{"img":"https://community-static.tradeup.com/news/c25b8d1258b8964080b54e24f36240f2","width":"1080","height":"3495"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051842284","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9027500459,"gmtCreate":1654046193371,"gmtModify":1676535384589,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;pruces up at premarket on Jun 1. Possibility&nbsp;that the prices&nbsp;&nbsp;will dip after opening&nbsp;is high.&nbsp;","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;pruces up at premarket on Jun 1. Possibility&nbsp;that the prices&nbsp;&nbsp;will dip after opening&nbsp;is high.&nbsp;","text":"$BYD ELECTRONIC(00285)$ pruces up at premarket on Jun 1. Possibility that the prices will dip after opening is high.","images":[{"img":"https://community-static.tradeup.com/news/bbec64325541cb8bb0db7ae8e907ec52","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027500459","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931022567,"gmtCreate":1662364775759,"gmtModify":1676537046257,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Bet more on a stronger fundamentals stock - alphabet. Be nervous about Telsa once awoken from musk's&nbsp;dreams. The early adoptorsmake huge money but now only Musk can. Trading that stock yes,&nbsp;but&nbsp;investments no.&nbsp;","listText":"Bet more on a stronger fundamentals stock - alphabet. Be nervous about Telsa once awoken from musk's&nbsp;dreams. The early adoptorsmake huge money but now only Musk can. Trading that stock yes,&nbsp;but&nbsp;investments no.&nbsp;","text":"Bet more on a stronger fundamentals stock - alphabet. Be nervous about Telsa once awoken from musk's dreams. The early adoptorsmake huge money but now only Musk can. Trading that stock yes, but investments no.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9931022567","repostId":"2264714419","repostType":4,"repost":{"id":"2264714419","pubTimestamp":1662358154,"share":"https://ttm.financial/m/news/2264714419?lang=&edition=fundamental","pubTime":"2022-09-05 14:09","market":"us","language":"en","title":"3 Stock-Split Stocks That Are Screaming Buys Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2264714419","media":"Motley Fool","summary":"The value proposition of these names goes well beyond the stock splits.","content":"<html><head></head><body><p>Investors may remember 2022 as the year that stock splits came back. After a relative lack of splits in recent years, stocks with high nominal prices embraced the concept in increasing numbers this year.</p><p>Splits change nothing financially. One share at $1,000 holds the same value as 10 shares worth $100 each.</p><p>Still, the lower nominal price draws interest to the stock and makes it easier for small investors to buy whole shares. Such attributes can help boost the fortunes of <b>Amazon</b>, <b>Tesla</b>, and <b>Alphabet</b>.</p><h2>Tech appears to lead this retailer&#39;s gains after the split<b> </b></h2><p><b>Will Healy</b> <b>(Amazon): </b>Amazon may have sparked a trend when it announced its 20-for-1 stock split in March. This was its first split since 1999, and a few other companies followed its lead.</p><p>But despite that possible influence, it seems the reasons <i>not </i>to buy Amazon have moved to the forefront. In the current inflationary environment, consumers have lower buying power. This does not help Amazon, as 84% of its revenue came from its North America and international segments. Each segment also reported negative operating income.</p><p>However, the other 16% came from Amazon Web Services (AWS), Amazon&#39;s cloud computing arm. It grew revenue by 35% in the first six months of 2022 versus the same period in 2021. In comparison, the overall company increased revenue by 7% over this same period.</p><p>Moreover, it generated $12 billion in operating income for the first two quarters of the year, more than compensating for the $5 billion in operating losses for the other two segments during that time. Hence, AWS would have made the company profitable if not for valuation losses in equity securities and other noncore activities.</p><p>Amazon has also recently begun publishing digital advertising figures. Given its performance, it looks increasingly like a formidable competitor to Alphabet and <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>. In the first half of 2022, digital ads generated $17 billion in revenue, a 20% increase from last year.</p><p>Still, even with such green shoots, Amazon has fallen 25% over the last year, lagging the <b>S&amp;P 500. </b>This comes at a time when falling profits have taken its P/E ratio to nearly 120.</p><p>Amazon&#39;s price-to-sales (P/S) ratio stands at 3 after falling to multiyear lows early in the year. This is less than emerging fulfillment rival <b>Shopify </b>at an 8 P/S ratio and cloud rival <b>Microsoft </b>at 10 times sales. As cloud and ad growth continue amid an increasingly challenging environment, investors may consider taking advantage of Amazon&#39;s lower, split-adjusted price.</p><h2>Tesla has strong financials and multiple long-term growth opportunities</h2><p><b>Justin Pope (Tesla):</b> Electric vehicle manufacturer Tesla recently completed its latest split, a 3-for-1 move that brings the stock&#39;s share price down to roughly $275, a more digestible figure for most investors. Tesla is one of the most successful investments of the past 15 years, turning a $10,000 investment at its initial public offering into almost $2 million.</p><p>People were once skeptical of Tesla&#39;s electric vehicle ambitions, but today the company is widely considered the industry leader and carries a market cap of $870 billion. More importantly, Tesla&#39;s increasing production volumes have pushed the business to profitability. The company generated nearly $7 billion in free cash flow over the past year, adding to a cash hoard of roughly $16 billion after subtracting debt.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac37eaf8041b4069c7d57faffd37d819\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/><span>TSLA Revenue (TTM) data by YCharts</span></p><p>Despite Tesla&#39;s success thus far, its future remains bright; the company produced roughly 258,000 vehicles in the second quarter of this year, which projects to just over a million units for an entire year. Worldwide new vehicle sales total roughly 66 million units annually, but just 10% of those were EVs in 2021. Tesla&#39;s global EV market share is currently about 14%, so Tesla&#39;s business could grow along with the EV category if people continue converting from gas to electric.</p><p>The stock is at a price-to-earnings ratio (P/E) of just under 100, which seems expensive at roughly five times the valuation of the <b>S&amp;P 500</b> until you consider the company&#39;s growth estimates. Analysts are calling for annual earnings-per-share (EPS) growth of 31% over the next three to five years, which means the company could grow into its lofty valuation over time.</p><p>Tesla probably won&#39;t match the returns it created over the past 15 years, but the ingredients are there for the company to compound your investment over the coming years. CEO Elon Musk is among the most ambitious executives on Earth; he has a long list of projects that could each take the company to the next level, including new vehicle models, work in artificial intelligence, and perhaps even walking robots.</p><h2>Alphabet&#39;s impressive revenue is driven by its significant share of the digital advertising market</h2><p><b>Jake Lerch (Alphabet):</b> On July 15, Alphabet executed a 20-for-1 stock split, which lowered the price of a single share from over $2,000 to just above $100. This stock split was great for several reasons. First, it&#39;s now easier for retail investors,<b> </b>particularly those with smaller accounts, to purchase shares of Alphabet without delving into the sometimes confusing world of fractional shares. Second, Alphabet&#39;s stock split opens the door for the company to be added to price-weighted indexes, such as the <b>Dow Jones Industrial Average</b>.</p><p>Setting aside the stock-split catalysts, Alphabet remains a force to be reckoned with. The company has generated $278 billion in revenue over the last 12 months and is on pace to generate more than $300 billion in 2023. The power behind Alphabet is its large share of the digital advertising market, thanks to its Google Search segment, which places targeted ads within its search engine results.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec57ae374a848cab2d2d9aa1e12fa28f\" tg-width=\"2000\" tg-height=\"1253\" referrerpolicy=\"no-referrer\"/><span>GOOG PE Ratio data by YCharts</span></p><p>Despite Alphabet&#39;s abundance of popular products, such as YouTube, Gmail, and Google Cloud, shares of the company remain attractive on a valuation basis. Alphabet trades at a P/E multiple of only 20.5. That&#39;s close to its all-time low and far below its 10-year average of 30.9.</p><p>Savvy investors will be using recent market weakness to load up on this name -- before the opportunity slips away.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stock-Split Stocks That Are Screaming Buys Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stock-Split Stocks That Are Screaming Buys Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 14:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/04/3-stock-split-stocks-that-are-buys-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors may remember 2022 as the year that stock splits came back. After a relative lack of splits in recent years, stocks with high nominal prices embraced the concept in increasing numbers this ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/04/3-stock-split-stocks-that-are-buys-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","AMZN":"亚马逊","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/09/04/3-stock-split-stocks-that-are-buys-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264714419","content_text":"Investors may remember 2022 as the year that stock splits came back. After a relative lack of splits in recent years, stocks with high nominal prices embraced the concept in increasing numbers this year.Splits change nothing financially. One share at $1,000 holds the same value as 10 shares worth $100 each.Still, the lower nominal price draws interest to the stock and makes it easier for small investors to buy whole shares. Such attributes can help boost the fortunes of Amazon, Tesla, and Alphabet.Tech appears to lead this retailer's gains after the split Will Healy (Amazon): Amazon may have sparked a trend when it announced its 20-for-1 stock split in March. This was its first split since 1999, and a few other companies followed its lead.But despite that possible influence, it seems the reasons not to buy Amazon have moved to the forefront. In the current inflationary environment, consumers have lower buying power. This does not help Amazon, as 84% of its revenue came from its North America and international segments. Each segment also reported negative operating income.However, the other 16% came from Amazon Web Services (AWS), Amazon's cloud computing arm. It grew revenue by 35% in the first six months of 2022 versus the same period in 2021. In comparison, the overall company increased revenue by 7% over this same period.Moreover, it generated $12 billion in operating income for the first two quarters of the year, more than compensating for the $5 billion in operating losses for the other two segments during that time. Hence, AWS would have made the company profitable if not for valuation losses in equity securities and other noncore activities.Amazon has also recently begun publishing digital advertising figures. Given its performance, it looks increasingly like a formidable competitor to Alphabet and Meta Platforms. In the first half of 2022, digital ads generated $17 billion in revenue, a 20% increase from last year.Still, even with such green shoots, Amazon has fallen 25% over the last year, lagging the S&P 500. This comes at a time when falling profits have taken its P/E ratio to nearly 120.Amazon's price-to-sales (P/S) ratio stands at 3 after falling to multiyear lows early in the year. This is less than emerging fulfillment rival Shopify at an 8 P/S ratio and cloud rival Microsoft at 10 times sales. As cloud and ad growth continue amid an increasingly challenging environment, investors may consider taking advantage of Amazon's lower, split-adjusted price.Tesla has strong financials and multiple long-term growth opportunitiesJustin Pope (Tesla): Electric vehicle manufacturer Tesla recently completed its latest split, a 3-for-1 move that brings the stock's share price down to roughly $275, a more digestible figure for most investors. Tesla is one of the most successful investments of the past 15 years, turning a $10,000 investment at its initial public offering into almost $2 million.People were once skeptical of Tesla's electric vehicle ambitions, but today the company is widely considered the industry leader and carries a market cap of $870 billion. More importantly, Tesla's increasing production volumes have pushed the business to profitability. The company generated nearly $7 billion in free cash flow over the past year, adding to a cash hoard of roughly $16 billion after subtracting debt.TSLA Revenue (TTM) data by YChartsDespite Tesla's success thus far, its future remains bright; the company produced roughly 258,000 vehicles in the second quarter of this year, which projects to just over a million units for an entire year. Worldwide new vehicle sales total roughly 66 million units annually, but just 10% of those were EVs in 2021. Tesla's global EV market share is currently about 14%, so Tesla's business could grow along with the EV category if people continue converting from gas to electric.The stock is at a price-to-earnings ratio (P/E) of just under 100, which seems expensive at roughly five times the valuation of the S&P 500 until you consider the company's growth estimates. Analysts are calling for annual earnings-per-share (EPS) growth of 31% over the next three to five years, which means the company could grow into its lofty valuation over time.Tesla probably won't match the returns it created over the past 15 years, but the ingredients are there for the company to compound your investment over the coming years. CEO Elon Musk is among the most ambitious executives on Earth; he has a long list of projects that could each take the company to the next level, including new vehicle models, work in artificial intelligence, and perhaps even walking robots.Alphabet's impressive revenue is driven by its significant share of the digital advertising marketJake Lerch (Alphabet): On July 15, Alphabet executed a 20-for-1 stock split, which lowered the price of a single share from over $2,000 to just above $100. This stock split was great for several reasons. First, it's now easier for retail investors, particularly those with smaller accounts, to purchase shares of Alphabet without delving into the sometimes confusing world of fractional shares. Second, Alphabet's stock split opens the door for the company to be added to price-weighted indexes, such as the Dow Jones Industrial Average.Setting aside the stock-split catalysts, Alphabet remains a force to be reckoned with. The company has generated $278 billion in revenue over the last 12 months and is on pace to generate more than $300 billion in 2023. The power behind Alphabet is its large share of the digital advertising market, thanks to its Google Search segment, which places targeted ads within its search engine results.GOOG PE Ratio data by YChartsDespite Alphabet's abundance of popular products, such as YouTube, Gmail, and Google Cloud, shares of the company remain attractive on a valuation basis. Alphabet trades at a P/E multiple of only 20.5. That's close to its all-time low and far below its 10-year average of 30.9.Savvy investors will be using recent market weakness to load up on this name -- before the opportunity slips away.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024160052,"gmtCreate":1653822223676,"gmtModify":1676535346980,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;average down when it next retraced","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;average down when it next retraced","text":"$BYD ELECTRONIC(00285)$ average down when it next retraced","images":[{"img":"https://community-static.tradeup.com/news/8d6c2f12070b7f96077d04a89970b08b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024160052","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9065346503,"gmtCreate":1652147318702,"gmtModify":1676535040719,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>&nbsp;accumulating around this level expected.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>&nbsp;accumulating around this level expected.&nbsp;","text":"$Alibaba(09988)$ accumulating around this level expected.","images":[{"img":"https://community-static.tradeup.com/news/3503f5e41a8da43bce73169a928d760b","width":"1080","height":"3495"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9065346503","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049629862,"gmtCreate":1655786251456,"gmtModify":1676535705485,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>in the next few months, more incline&nbsp;to short.&nbsp;","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>in the next few months, more incline&nbsp;to short.&nbsp;","text":"$BYD ELECTRONIC(00285)$in the next few months, more incline to short.","images":[{"img":"https://community-static.tradeup.com/news/64bf2a737fe3ada93ff73748bfde858d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049629862","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9988352356,"gmtCreate":1666674206875,"gmtModify":1676537787954,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"China has a clear vision for the next 5 years that will benefit Asia. In the next 3 months, we could expect positive results. And within 6 months, Chinese companies will emerged stronger. Turning point is likely to be around this coming Chinese New Year.&nbsp;","listText":"China has a clear vision for the next 5 years that will benefit Asia. In the next 3 months, we could expect positive results. And within 6 months, Chinese companies will emerged stronger. Turning point is likely to be around this coming Chinese New Year.&nbsp;","text":"China has a clear vision for the next 5 years that will benefit Asia. In the next 3 months, we could expect positive results. And within 6 months, Chinese companies will emerged stronger. Turning point is likely to be around this coming Chinese New Year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988352356","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040073730,"gmtCreate":1655598785120,"gmtModify":1676535667037,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>cut loss when prices get to between&nbsp;21 to 22","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>cut loss when prices get to between&nbsp;21 to 22","text":"$BYD ELECTRONIC(00285)$cut loss when prices get to between 21 to 22","images":[{"img":"https://community-static.tradeup.com/news/a6b3bba4bb7974aeca39f43ad74baa70","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040073730","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9022060810,"gmtCreate":1653443290930,"gmtModify":1676535283369,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;sliding for now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;sliding for now.&nbsp;","text":"$BYD ELECTRONIC(00285)$ sliding for now.","images":[{"img":"https://community-static.tradeup.com/news/f1106c7de68e4229f1b006cd8799633b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022060810","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066835722,"gmtCreate":1651884283066,"gmtModify":1676534989685,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>will we be seeing a retracement or a downward&nbsp;extension?&nbsp;","listText":"<a href=\"https://ttm.financial/S/00285\">$BYD ELECTRONIC(00285)$</a>will we be seeing a retracement or a downward&nbsp;extension?&nbsp;","text":"$BYD ELECTRONIC(00285)$will we be seeing a retracement or a downward extension?","images":[{"img":"https://community-static.tradeup.com/news/7d59464ddc444428fe8f3f60cea05cab","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066835722","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016469357,"gmtCreate":1649220161456,"gmtModify":1676534472980,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"I see this as&nbsp;positive.&nbsp;","listText":"I see this as&nbsp;positive.&nbsp;","text":"I see this as positive.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9016469357","repostId":"2225886665","repostType":2,"repost":{"id":"2225886665","pubTimestamp":1649217606,"share":"https://ttm.financial/m/news/2225886665?lang=&edition=fundamental","pubTime":"2022-04-06 12:00","market":"us","language":"en","title":"Sea Limited's Shopee Moving Out Of India: Good Or Bad?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225886665","media":"seekingalpha","summary":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock d","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Last week, Sea Limited announced that Shopee would withdraw from India.</li><li>Initially, the stock dropped 10% but it ended up on the day.</li><li>I analyze the news, what it means for Sea as a whole and how this affects my view on the company.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cff71f84c3894bd1998e1f56d28fff2\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Introduction</b></p><p>If last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited&#39;s (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfc2e1e4ec801537320be8f7b026325\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>YCharts</span></p><p>In the meantime, the stock continued to climb after this news and at the moment of writing, it&#39;s up 13.5% in a week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0074ef62f3078447dca0080fa83fe577\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Shopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.</p><p>The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.</p><blockquote>Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.</blockquote><p>The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn&#39;t use these tactics to kill competition, as its position didn&#39;t allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.</p><p><b>The pieces of the puzzle</b></p><p>While the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:</p><blockquote>A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.</blockquote><p>Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: &#34;If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.&#34; Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I&#39;m not trying to launch any conspiracy theory here.</p><p>The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (<i>my bold</i>).</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>This is business talk and quite vague, but I think it&#39;s quite clear what&#39;s going on if you look at the context. Remember this quote from the Q4 conference call?</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.</blockquote><p>And this one:</p><blockquote>In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.</blockquote><p>And this one:</p><blockquote>However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.</blockquote><p>Sea also expects SeaMoney to be cash-flow positive next year already (2023).</p><p>Let&#39;s put the pieces of the puzzle together here.</p><p>(1) Sea will focus much more on profitability.</p><p>(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India</p><p>(3) Shopee India would be a vast money-losing operation for years to come.</p><p>(4) Shopee Brazil is much further down the road than Shopee India.</p><p>(5) The company sees that what it does is working in Brazil.</p><p>If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I&#39;ll repeat it here:</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>I think it&#39;s obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.</p><p><b>Learning from the past</b></p><p>When the dotcom crash hit Amazon, this is how its EBITDA changed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9960cc477e8c66b7e59942c0a4d00ea5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>As you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon&#39;s EBITDA just kept growing.</p><p>Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.</p><p><b>Is this a management mistake?</b></p><p>There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea&#39;s profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That&#39;s what&#39;s meant by</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn&#39;t see the traction that it had expected. In this new situation, that&#39;s not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.</p><p>If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.</p><p>The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here&#39;s a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.</p><p>Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it&#39;s often a few years, for the hardware failures, it&#39;s often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.</p><p>With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.</p><p><b>How I think about this</b></p><p>The same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don&#39;t forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.</p><p>You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.</p><p>Sea still has a lot of cash on its balance sheet, about $10B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8d04022ba5aea798405b8b27d0cc9c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At the same time, Garena remains a cash cow, even though it&#39;s not expected to grow anymore. But it adds to Sea&#39;s money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That&#39;s more a sign of excellent management than poor management, in my opinion.</p><p>India probably only adds low single digits when it comes to Shopee&#39;s GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we&#39;ll have to see, but to me, this doesn&#39;t change the long-term thesis.</p><p>Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.</p><p>Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I&#39;m not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we&#39;ll have to see. It is also possible that India was the last pull-back. As an outsider, you can&#39;t judge as well as the company, with its vast data points that it can use to make the necessary decisions.</p><p><b>Conclusion</b></p><p>We are in a different environment now and Shopee adapts to that new environment. I think that&#39;s more a strength than a weakness, although I&#39;m sure enough people will explain it as a failure of Sea&#39;s management. That&#39;s OK; everybody is entitled to their own opinion.</p><p>Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I&#39;m confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea&#39;s management is not afraid to lose face by turning back the clock on what doesn&#39;t seem to work in the current circumstances doesn&#39;t lower my conviction.</p><p><i>In the meantime, keep growing!</i></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's Shopee Moving Out Of India: Good Or Bad?</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's Shopee Moving Out Of India: Good Or Bad?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad\">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","BK4085":"互动家庭娱乐","BK4566":"资本集团","BK4554":"元宇宙及AR概念","SE":"Sea Ltd","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4139":"生物科技","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225886665","content_text":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how this affects my view on the company.kokkai/iStock Unreleased via Getty ImagesIntroductionIf last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited's (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.YChartsIn the meantime, the stock continued to climb after this news and at the moment of writing, it's up 13.5% in a week.Data by YChartsShopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn't use these tactics to kill competition, as its position didn't allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.The pieces of the puzzleWhile the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: \"If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.\" Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I'm not trying to launch any conspiracy theory here.The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (my bold).In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.This is business talk and quite vague, but I think it's quite clear what's going on if you look at the context. Remember this quote from the Q4 conference call?We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.And this one:In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.And this one:However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.Sea also expects SeaMoney to be cash-flow positive next year already (2023).Let's put the pieces of the puzzle together here.(1) Sea will focus much more on profitability.(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India(3) Shopee India would be a vast money-losing operation for years to come.(4) Shopee Brazil is much further down the road than Shopee India.(5) The company sees that what it does is working in Brazil.If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I'll repeat it here:In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.I think it's obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.Learning from the pastWhen the dotcom crash hit Amazon, this is how its EBITDA changed.Data by YChartsAs you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon's EBITDA just kept growing.Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.Is this a management mistake?There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea's profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That's what's meant byIn view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn't see the traction that it had expected. In this new situation, that's not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here's a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it's often a few years, for the hardware failures, it's often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.How I think about thisThe same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don't forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.Sea still has a lot of cash on its balance sheet, about $10B.Data by YChartsAt the same time, Garena remains a cash cow, even though it's not expected to grow anymore. But it adds to Sea's money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That's more a sign of excellent management than poor management, in my opinion.India probably only adds low single digits when it comes to Shopee's GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we'll have to see, but to me, this doesn't change the long-term thesis.Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I'm not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we'll have to see. It is also possible that India was the last pull-back. As an outsider, you can't judge as well as the company, with its vast data points that it can use to make the necessary decisions.ConclusionWe are in a different environment now and Shopee adapts to that new environment. I think that's more a strength than a weakness, although I'm sure enough people will explain it as a failure of Sea's management. That's OK; everybody is entitled to their own opinion.Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I'm confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea's management is not afraid to lose face by turning back the clock on what doesn't seem to work in the current circumstances doesn't lower my conviction.In the meantime, keep growing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}