Samcks99 personal page - To The Moon

Samcks99

Samcks99

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2022-01-27

Between Risk and Opportunity

Don’t Get Grabby with Low-Potential Grab Holdings

2022-02-21

A peaceful night- have a good rest everyone

Is the Stock Market Open on Presidents Day? Here Are Trading Hours

2022-12-14

Awesome

The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t

2022-12-03

Nice sharing

Alibaba Vs. Amazon: Fundamentals Still Matter

2022-12-19

Still building your base? Haha...

Alibaba: The Audits Look Increasingly Bullish

2022-07-20

Hopefully [Grin]

Alibaba: The Dragon Is Set To Awake Soon

2022-02-17

Waiting for you 🤗

What You Need to Know Before Alibaba's Q3 Earnings

2023-01-12

Good if it come true

Tesla Nears Preliminary Deal for Indonesia Electric Car Plant

2022-12-31

Worst year [Happy]

Stocks Fall in 2022′s Final Trading Session As Wall Street Wraps up Worst Year Since 2008

2022-12-19

Haha... Let's see if he really step down

Twitter Users Vote for Elon Musk to Step Down as CEO

2024-03-11

$Walt Disney(DIS)$ woohoo

2023-01-05

Long waited good news[Grin]

Why Did Alibaba Shares Climb 13% Wednesday?

2024-07-14

1000 days! So fast 😄

2024-01-14

Tiger Tycoon ong for everyone.

2024-01-13

Have you set your target?

2024-01-12

Enjoy playing Tiger Tycoon - Hurray

2024-01-11

Tiger Tycoon distribute voucher

2024-01-07

Let's play together 😉

2024-01-04

Tiger Tycoon Huat ah

2024-01-03

Daily Tycoon

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

Go to Tiger App to see more news

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Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256376000225336,"gmtCreate":1703611073549,"gmtModify":1703611077746,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Happy Boxing Day and try your final luck in Tiger Tycoon 🤞","listText":"Happy Boxing Day and try your final luck in Tiger Tycoon 🤞","text":"Happy Boxing Day and try your final luck in Tiger Tycoon 🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256376000225336","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256328004505792,"gmtCreate":1703599223873,"gmtModify":1703599227986,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Good luck all in Tiger Tycoon","listText":"Good luck all in Tiger Tycoon","text":"Good luck all in Tiger Tycoon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256328004505792","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256327008543016,"gmtCreate":1703599118172,"gmtModify":1703599210515,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"title":"Tiger Tycoon","htmlText":"Find out more here to test your final luck in 2023:<a href=\"https://tigr.link/5FNNhS\">Tiger Tycoon</a> Get ready to WIN up to $888!","listText":"Find out more here to test your final luck in 2023:<a href=\"https://tigr.link/5FNNhS\">Tiger Tycoon</a> Get ready to WIN up to $888!","text":"Find out more here to test your final luck in 2023:Tiger Tycoon Get ready to WIN up to $888!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256327008543016","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238245038477432,"gmtCreate":1699200846229,"gmtModify":1699200848892,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Do you notice the turning up of <a href=\"https://ttm.financial/S/MCD\">$McDonald's(MCD)$</a>? Do you think it is worth to monitor and take action before it is to late? Haha...","listText":"Do you notice the turning up of <a href=\"https://ttm.financial/S/MCD\">$McDonald's(MCD)$</a>? Do you think it is worth to monitor and take action before it is to late? Haha...","text":"Do you notice the turning up of $McDonald's(MCD)$? Do you think it is worth to monitor and take action before it is to late? Haha...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238245038477432","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206442502905880,"gmtCreate":1691432731039,"gmtModify":1691432736068,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Try this to test your knowledge about Singapore National Day and Tiger Brokers. It is fun.","listText":"Try this to test your knowledge about Singapore National Day and Tiger Brokers. It is fun.","text":"Try this to test your knowledge about Singapore National Day and Tiger Brokers. It is fun.","images":[{"img":"https://community-static.tradeup.com/news/486a018879a2a33374664dc717907db3","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206442502905880","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970056523,"gmtCreate":1683737890262,"gmtModify":1683737893863,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Good sign n continue the momentum&nbsp;","listText":"Good sign n continue the momentum&nbsp;","text":"Good sign n continue the momentum","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970056523","repostId":"1158814586","repostType":2,"repost":{"id":"1158814586","kind":"news","pubTimestamp":1683709518,"share":"https://ttm.financial/m/news/1158814586?lang=&edition=fundamental","pubTime":"2023-05-10 17:05","market":"hk","language":"en","title":"Li Auto Beats Q1 Top and Bottom Line Estimates; Initiates Q2 FY23 Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1158814586","media":"Seeking Alpha","summary":"Li Auto (NASDAQ:LI): Q1 Non-GAAP EPADS of $0.20 beats by $0.09. Revenue of $2.74B (+96.5% Y/Y) beats","content":"<html><head></head><body><p>Li Auto (NASDAQ:LI): Q1 Non-GAAP EPADS of $0.20 beats by $0.09. Revenue of $2.74B (+96.5% Y/Y) beats by $40M.</p><p>Stocks rose over 4% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bebeb99a5c692557d09ae5358bfa685b\" title=\"\" tg-width=\"843\" tg-height=\"838\"/></p><p>Total vehicle deliveries were 52,584 units in the first quarter of 2023, representing a 65.8% year-over-year increase.</p><p>Gross margin was 20.4% in the first quarter of 2023, compared with 22.6% in the first quarter of 2022 and 20.2% in the fourth quarter of 2022.</p><p>In April 2023, the Company delivered 25,681 vehicles, representing an increase of 516.3% from April 2022. As of April 30, 2023, the Company had 302 retail stores covering 123 cities, in addition to 318 servicing centers and Li Auto-authorized body and paint shops operating in 222 cities.</p><p><strong>Outlook:</strong> For the second quarter of 2023, the Company expects:Deliveries of vehicles to be between 76,000 and 81,000 vehicles, representing an increase of 164.9% to 182.4% from the second quarter of 2022.</p><p>Total revenues to be between RMB24.22 billion (US$3.53 billion) and RMB25.86 billion (US$3.77 billion) vs. consensus of $3.16B, representing an increase of 177.4% to 196.1% from the second quarter of 2022.</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>Li Auto Beats Q1 Top and Bottom Line Estimates; Initiates Q2 FY23 Outlook</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\">\nLi Auto Beats Q1 Top and Bottom Line Estimates; Initiates Q2 FY23 Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-10 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3968880-li-auto-beats-q1-top-and-bottom-line-estimates-initiates-q2-fy23-outlook><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto (NASDAQ:LI): Q1 Non-GAAP EPADS of $0.20 beats by $0.09. Revenue of $2.74B (+96.5% Y/Y) beats by $40M.Stocks rose over 4% in premarket trading.Total vehicle deliveries were 52,584 units in the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3968880-li-auto-beats-q1-top-and-bottom-line-estimates-initiates-q2-fy23-outlook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://seekingalpha.com/news/3968880-li-auto-beats-q1-top-and-bottom-line-estimates-initiates-q2-fy23-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1158814586","content_text":"Li Auto (NASDAQ:LI): Q1 Non-GAAP EPADS of $0.20 beats by $0.09. Revenue of $2.74B (+96.5% Y/Y) beats by $40M.Stocks rose over 4% in premarket trading.Total vehicle deliveries were 52,584 units in the first quarter of 2023, representing a 65.8% year-over-year increase.Gross margin was 20.4% in the first quarter of 2023, compared with 22.6% in the first quarter of 2022 and 20.2% in the fourth quarter of 2022.In April 2023, the Company delivered 25,681 vehicles, representing an increase of 516.3% from April 2022. As of April 30, 2023, the Company had 302 retail stores covering 123 cities, in addition to 318 servicing centers and Li Auto-authorized body and paint shops operating in 222 cities.Outlook: For the second quarter of 2023, the Company expects:Deliveries of vehicles to be between 76,000 and 81,000 vehicles, representing an increase of 164.9% to 182.4% from the second quarter of 2022.Total revenues to be between RMB24.22 billion (US$3.53 billion) and RMB25.86 billion (US$3.77 billion) vs. consensus of $3.16B, representing an increase of 177.4% to 196.1% from the second quarter of 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951695612,"gmtCreate":1673461829636,"gmtModify":1676538841127,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Good if it come true","listText":"Good if it come true","text":"Good if it come true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951695612","repostId":"1184006474","repostType":4,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959975845,"gmtCreate":1672888583288,"gmtModify":1676538754111,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Long waited good news[Grin]&nbsp;","listText":"Long waited good news[Grin]&nbsp;","text":"Long waited good news[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959975845","repostId":"1139427647","repostType":4,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9090537604,"gmtCreate":1643219466033,"gmtModify":1676533786557,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Between Risk and Opportunity","listText":"Between Risk and Opportunity","text":"Between Risk and Opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090537604","repostId":"1169601269","repostType":4,"repost":{"id":"1169601269","kind":"news","pubTimestamp":1643210489,"share":"https://ttm.financial/m/news/1169601269?lang=&edition=fundamental","pubTime":"2022-01-26 23:21","market":"us","language":"en","title":"Don’t Get Grabby with Low-Potential Grab Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=1169601269","media":"InvestorPlace","summary":"GRAB stock is down for the count and sinking fast as investors recognize the company's fiscal issues","content":"<html><head></head><body><p>GRAB stock is down for the count and sinking fast as investors recognize the company&#39;s fiscal issues</p><p>Here’s something I’ll bet you didn’t know. At one point in time, Southeast Asian ride-hailing and delivery company <b>Grab Holdings</b> (NASDAQ:<b><u>GRAB</u></b>) represented the largest ever special purpose acquisition company merger (SPAC)to date. That’s mind-blowing when we consider that many U.S. investors haven’t even heard of GRAB stock.</p><p>The company is well-known in certain regions of the world, though. In fact, Grab is Southeast Asia’s largest ride-hailing and delivery company. It has operations in Singapore, Malaysia, Cambodia, Indonesia, Myanmar, Philippines, Thailand and Vietnam and serves more than 187 million users.</p><p>Yet, while Grab the company may be well-known in Southeast Asia, GRAB stock isn’t particularly popular on Wall Street. As we’ll see, it’s in imminent danger of becoming a penny stock, which can informally be defined as a stock that represents a small company and trades for less than $5 per share.</p><p>That’s a potential problem, and a deep dive into the company’s financials will paint a dark picture of a ride-hailing business with major issues. So, if you’re not yet convinced to stay on the sidelines, stick around and we’ll discover together just how much damage has already been done.</p><p><b>A Closer Look at GRAB Stock</b></p><p>Grab made its debuton the <b>Nasdaq</b> on Dec. 2, 2021, after the company reverse-merged with blank-check company Altimeter Growth Corp.</p><p>The stock started off near $9, and it was all downhill from there. By the end of 2021, the share price has already declined to around $7.</p><p>There was more pain ahead as GRAB stock tumbled to $5 and change on Jan. 21, 2022. To be honest, it’s too soon to establish any support levels for the stock.</p><p>Besides, support levels are established when a stock bounces off of a particular price level. When a stock just keeps falling, there’s no support to speak of.</p><p>Going forward, keep an eye on that critical $5 level. GRAB stock could easily plummet to new lows if the buyers can’t hold $5.</p><p><b>Big Company, Big Problems</b></p><p>With a market capitalization of almost $21 billion, prospective investors might assume that Grab Holdings is a surefire winner.</p><p>It’s a large company, but <i>InvestorPlace</i>contributor Alex Sirois pointed out some equally large problems that Grab Holdings will have to deal with.</p><p>As Sirois explained, “Widespread lockdowns in the region due to recurring waves of COVID-19 have hurt demand for Grab’s ride-hailing services and weighed on revenue despite an increase in food-delivery volumes.”</p><p>We’ll discuss the financial issues in a moment. Sirois’s concerns about Covid-19 in Southeast Asia are duly noted, though – and they’re echoed by some big-bank analysts, apparently.</p><p>Reportedly, analysts at Asian Development Bank expect that Southeast Asian economies will recover at “a much slower pace” than previously thought.</p><p><b>Lockdowns Weighing on Revenues</b></p><p>This, as you might have surmised, is due to the recurrence of Covid-19 in the region. In 2022, the Asian Development Bank analysts expect Southeast Asia to grow by only 5%, slightly lower than their previous forecast.</p><p>Clearly, Covid-19 lockdowns have been a problem for Grab Holdings and could continue to weigh on the company’s revenue and earnings.</p><p>Indeed, for 2021’s third quarter, Grab Holdings acknowledged that the company’s revenue was down 9% year-over-year “as a result of a decline in mobility due to the severe lockdowns in Vietnam.”</p><p>Turning to the bottom-line results, Grab Holdings’ third-quarter 2021 earnings loss increased $366 million, to a staggering loss of $988 million.</p><p>Hence, investors should steer clear as a nearly billion-dollar quarterly earnings loss is quite worrisome.</p><p><b>The Takeaway</b></p><p>Admittedly, Grab Holdings is a famous company in Southeast Asia. It’s a large business, as we’ve learned, with a sizable market capitalization.</p><p>Yet, this company has major problems. In particular, Covid-19 creates challenges for businesses in Southeast Asia right now.</p><p>Then, there are the financial issues. Grab Holdings is moving in the wrong direction when it comes to revenue and earnings.</p><p>It’s understandable if you want to diversify your investments into different world regions. However, not all international stocks are equally worthy of your investment capital.</p><p>So, it’s probably a good idea to avoid GRAB stock for the time being. You can always check back later to see if the company’s financial situation improves.</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>Don’t Get Grabby with Low-Potential Grab Holdings</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\">\nDon’t Get Grabby with Low-Potential Grab Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-26 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/dont-get-grabby-now-with-low-potential-grab-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GRAB stock is down for the count and sinking fast as investors recognize the company's fiscal issuesHere’s something I’ll bet you didn’t know. At one point in time, Southeast Asian ride-hailing and ...</p>\n\n<a href=\"https://investorplace.com/2022/01/dont-get-grabby-now-with-low-potential-grab-stock/\">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://investorplace.com/2022/01/dont-get-grabby-now-with-low-potential-grab-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169601269","content_text":"GRAB stock is down for the count and sinking fast as investors recognize the company's fiscal issuesHere’s something I’ll bet you didn’t know. At one point in time, Southeast Asian ride-hailing and delivery company Grab Holdings (NASDAQ:GRAB) represented the largest ever special purpose acquisition company merger (SPAC)to date. That’s mind-blowing when we consider that many U.S. investors haven’t even heard of GRAB stock.The company is well-known in certain regions of the world, though. In fact, Grab is Southeast Asia’s largest ride-hailing and delivery company. It has operations in Singapore, Malaysia, Cambodia, Indonesia, Myanmar, Philippines, Thailand and Vietnam and serves more than 187 million users.Yet, while Grab the company may be well-known in Southeast Asia, GRAB stock isn’t particularly popular on Wall Street. As we’ll see, it’s in imminent danger of becoming a penny stock, which can informally be defined as a stock that represents a small company and trades for less than $5 per share.That’s a potential problem, and a deep dive into the company’s financials will paint a dark picture of a ride-hailing business with major issues. So, if you’re not yet convinced to stay on the sidelines, stick around and we’ll discover together just how much damage has already been done.A Closer Look at GRAB StockGrab made its debuton the Nasdaq on Dec. 2, 2021, after the company reverse-merged with blank-check company Altimeter Growth Corp.The stock started off near $9, and it was all downhill from there. By the end of 2021, the share price has already declined to around $7.There was more pain ahead as GRAB stock tumbled to $5 and change on Jan. 21, 2022. To be honest, it’s too soon to establish any support levels for the stock.Besides, support levels are established when a stock bounces off of a particular price level. When a stock just keeps falling, there’s no support to speak of.Going forward, keep an eye on that critical $5 level. GRAB stock could easily plummet to new lows if the buyers can’t hold $5.Big Company, Big ProblemsWith a market capitalization of almost $21 billion, prospective investors might assume that Grab Holdings is a surefire winner.It’s a large company, but InvestorPlacecontributor Alex Sirois pointed out some equally large problems that Grab Holdings will have to deal with.As Sirois explained, “Widespread lockdowns in the region due to recurring waves of COVID-19 have hurt demand for Grab’s ride-hailing services and weighed on revenue despite an increase in food-delivery volumes.”We’ll discuss the financial issues in a moment. Sirois’s concerns about Covid-19 in Southeast Asia are duly noted, though – and they’re echoed by some big-bank analysts, apparently.Reportedly, analysts at Asian Development Bank expect that Southeast Asian economies will recover at “a much slower pace” than previously thought.Lockdowns Weighing on RevenuesThis, as you might have surmised, is due to the recurrence of Covid-19 in the region. In 2022, the Asian Development Bank analysts expect Southeast Asia to grow by only 5%, slightly lower than their previous forecast.Clearly, Covid-19 lockdowns have been a problem for Grab Holdings and could continue to weigh on the company’s revenue and earnings.Indeed, for 2021’s third quarter, Grab Holdings acknowledged that the company’s revenue was down 9% year-over-year “as a result of a decline in mobility due to the severe lockdowns in Vietnam.”Turning to the bottom-line results, Grab Holdings’ third-quarter 2021 earnings loss increased $366 million, to a staggering loss of $988 million.Hence, investors should steer clear as a nearly billion-dollar quarterly earnings loss is quite worrisome.The TakeawayAdmittedly, Grab Holdings is a famous company in Southeast Asia. It’s a large business, as we’ve learned, with a sizable market capitalization.Yet, this company has major problems. In particular, Covid-19 creates challenges for businesses in Southeast Asia right now.Then, there are the financial issues. Grab Holdings is moving in the wrong direction when it comes to revenue and earnings.It’s understandable if you want to diversify your investments into different world regions. However, not all international stocks are equally worthy of your investment capital.So, it’s probably a good idea to avoid GRAB stock for the time being. You can always check back later to see if the company’s financial situation improves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097800318,"gmtCreate":1645402729899,"gmtModify":1676534024116,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"A peaceful night- have a good rest everyone","listText":"A peaceful night- have a good rest everyone","text":"A peaceful night- have a good rest everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097800318","repostId":"1142681289","repostType":4,"repost":{"id":"1142681289","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":1645399013,"share":"https://ttm.financial/m/news/1142681289?lang=&edition=fundamental","pubTime":"2022-02-21 07:16","market":"us","language":"en","title":"Is the Stock Market Open on Presidents Day? Here Are Trading Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1142681289","media":"Tiger Newspress","summary":"U.S. financial markets will pause Monday in observance of Presidents Day.The New York Stock Exchange","content":"<html><head></head><body><p>U.S. financial markets will pause Monday in observance of Presidents Day.</p><p>The New York Stock Exchange and Nasdaq will be closed on Feb. 21. And the Securities Industry and Financial Markets Association, or Sifma, is recommending no trading in dollar-denominated securities, meaning the closely watched 10-year Treasury note,  — as well as interest rates for money markets and certificates of deposit — will join the Dow Jones Industrial Average DJIA, , the S&amp;P 500 index SPX,  and the Nasdaq Composite Index COMP,  in a static state.</p><p>And trading in futures and options on CME Group CME,  exchanges will also be halted on Monday. In other words, there will be no settlements in trading in gold futures GCJ21 or crude oil CL.1, . However, traders will be able to deal in commodities on the Globex platform, with a pause starting after 1 p.m. Eastern.</p><p>So, here’s the skinny on so-called Presidents Day. Congress declared Washington’s Birthday a holiday in 1879, according to the Library of Congress. The republic’s first president was born on Feb. 22, 1732.</p><p>A number of sources indicate that the holiday was at first only celebrated within the District of Columbia but became widely recognized as a federal holiday in 1885, marking the first time an American individual was memorialized via a bank holiday.</p><p>The Uniform Holidays Act of 1968 changed the day of commemoration to the third Monday of February. The Library of Congress’s website says that the day’s designation was never changed to Presidents Day formally but is often referred to by that name because Feb. 12 is the birthday of the 16th U.S. president, Abraham Lincoln.</p><p>The holiday is still often referred to as Washington’s Birthday, and it is recognized by that name at the Intercontinental Exchange Inc.-owned  ICE,   New York Stock Exchange.</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>Is the Stock Market Open on Presidents Day? Here Are Trading Hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the Stock Market Open on Presidents Day? Here Are Trading Hours\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\">2022-02-21 07:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. financial markets will pause Monday in observance of Presidents Day.</p><p>The New York Stock Exchange and Nasdaq will be closed on Feb. 21. And the Securities Industry and Financial Markets Association, or Sifma, is recommending no trading in dollar-denominated securities, meaning the closely watched 10-year Treasury note,  — as well as interest rates for money markets and certificates of deposit — will join the Dow Jones Industrial Average DJIA, , the S&amp;P 500 index SPX,  and the Nasdaq Composite Index COMP,  in a static state.</p><p>And trading in futures and options on CME Group CME,  exchanges will also be halted on Monday. In other words, there will be no settlements in trading in gold futures GCJ21 or crude oil CL.1, . However, traders will be able to deal in commodities on the Globex platform, with a pause starting after 1 p.m. Eastern.</p><p>So, here’s the skinny on so-called Presidents Day. Congress declared Washington’s Birthday a holiday in 1879, according to the Library of Congress. The republic’s first president was born on Feb. 22, 1732.</p><p>A number of sources indicate that the holiday was at first only celebrated within the District of Columbia but became widely recognized as a federal holiday in 1885, marking the first time an American individual was memorialized via a bank holiday.</p><p>The Uniform Holidays Act of 1968 changed the day of commemoration to the third Monday of February. The Library of Congress’s website says that the day’s designation was never changed to Presidents Day formally but is often referred to by that name because Feb. 12 is the birthday of the 16th U.S. president, Abraham Lincoln.</p><p>The holiday is still often referred to as Washington’s Birthday, and it is recognized by that name at the Intercontinental Exchange Inc.-owned  ICE,   New York Stock Exchange.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142681289","content_text":"U.S. financial markets will pause Monday in observance of Presidents Day.The New York Stock Exchange and Nasdaq will be closed on Feb. 21. And the Securities Industry and Financial Markets Association, or Sifma, is recommending no trading in dollar-denominated securities, meaning the closely watched 10-year Treasury note,  — as well as interest rates for money markets and certificates of deposit — will join the Dow Jones Industrial Average DJIA, , the S&P 500 index SPX,  and the Nasdaq Composite Index COMP,  in a static state.And trading in futures and options on CME Group CME,  exchanges will also be halted on Monday. In other words, there will be no settlements in trading in gold futures GCJ21 or crude oil CL.1, . However, traders will be able to deal in commodities on the Globex platform, with a pause starting after 1 p.m. Eastern.So, here’s the skinny on so-called Presidents Day. Congress declared Washington’s Birthday a holiday in 1879, according to the Library of Congress. The republic’s first president was born on Feb. 22, 1732.A number of sources indicate that the holiday was at first only celebrated within the District of Columbia but became widely recognized as a federal holiday in 1885, marking the first time an American individual was memorialized via a bank holiday.The Uniform Holidays Act of 1968 changed the day of commemoration to the third Monday of February. The Library of Congress’s website says that the day’s designation was never changed to Presidents Day formally but is often referred to by that name because Feb. 12 is the birthday of the 16th U.S. president, Abraham Lincoln.The holiday is still often referred to as Washington’s Birthday, and it is recognized by that name at the Intercontinental Exchange Inc.-owned  ICE,   New York Stock Exchange.","news_type":1},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921854495,"gmtCreate":1671032196517,"gmtModify":1676538479054,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921854495","repostId":"1132223607","repostType":4,"repost":{"id":"1132223607","kind":"news","pubTimestamp":1671009006,"share":"https://ttm.financial/m/news/1132223607?lang=&edition=fundamental","pubTime":"2022-12-14 17:10","market":"us","language":"en","title":"The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t","url":"https://stock-news.laohu8.com/highlight/detail?id=1132223607","media":"MarketWatch","summary":"The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its","content":"<html><head></head><body><p>The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a range of 4.25% to 4.50%, as expected at its meeting that ends Wednesday.</p><p>With the relatively benign report on the consumer price index in November released on Tuesday, the Fed now has “compelling evidence” that it has achieved its immediate goal of seeing a significant slowing in inflation.</p><p>The CPI was better than expected in November, with headline inflation rising just 0.1% (1.2% annualized) and core inflation up 0.2% (2.4% annualized).</p><p>The U.S. stock market SPX, DJIA, COMP on Tuesday initially greeted the CPI report as confirmation that the Fed could begin to let up, but by midday the realization hit that the Fed is going to keep hiking rates.</p><h2>Better than the media says</h2><p>The CPI report was actually better than it’s being portrayed by the media, which continue to focus irrationally on year-over-year changes in inflation rather than looking at what has happened since the Fed began raising interest rates nine months ago. For instance, what are we to make of. this incoherent headline in the New York Times: “U.S. Inflation Cools as Consumer Prices Rise 7.1 Percent”?</p><p>If we don’t want to miss the turning points, we have to shorten our horizon to something less than a year, but not so short that it’s all noise and no signal. Three months is about right.</p><p>In March 2022, when the Fed first raised rates, inflation was accelerating. From January to March, the CPI had risen at an 11.3% annual rate. That was an alarming inflation rate which called for action by the Fed.</p><p>But then the Fed raised interest rates at six straight meetings, going from near zero to near 4% and now inflation is decelerating. From September to November, inflation rose at a 3.7% annual rate.</p><p>That is significant progress in the most relevant measure of inflation.</p><h2>The wrong perspective</h2><p>The progress is much less apparent when the figures are reported on a year-over-year basis, as most media outlets do. From November 2021 to November 2022, inflation rose 7.1% — but that figure is meaningless to our understanding of what the Fed has accomplished because that time frame also includes five months of high inflation from before the Fed acted.</p><p>Because rate hikes take some time to have an impact on prices and on the economy, they didn’t really start to bite until July. In the five months since then, inflation has slowed to a 2.5% annualized rate, noticeable to anyone who’s looking. The unprecedented rise in interest rates is working to cool off price increases.</p><p>The progress is even greater when you take into account that almost all of the inflation we’ve suffered recently is coming from higher rents, which are now rising at a 10% annual rate in a lagged response to last year’s incredible 20%+ increase in home prices and tight rental markets.</p><h2>Rents still rising as home prices fall</h2><p>Home prices have now begun to fall in most regions of the U.S. Rents for new tenants have also begun to fall, but rents paid by continuing tenants have lagged behind and could take another year or longer to catch up, according to research by economists at Goldman Sachs. That’s because rents on existing leases tend to reset on an annual basis.</p><p>Rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs.</p><p>With more than 900,000 multifamily housing units now under construction, the supply constraints will soon begin to ease, reducing pressure on rents, when those units hit the market, likely in the next year or so.</p><p>Rents have an outsized influence on the CPI, because rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs. Yes, there’s some correlation most of the time, but not always.</p><p>Using rents to measure homeowners’ costs might be an acceptable methodology in normal times, but not now. Based on the increase in rents, the CPI showed that shelter costs for homeowners rose at a 8% annual rate in November. No one believes that’s true. Most homeowners have a fixed-rate mortgage, so principal and interest payments haven’t gone up.</p><h2>The right perspective</h2><p>The best thing to do in this situation is to recognize that we need to exclude shelter costs (which accounts for a third of the CPI) if we want to see where underlying inflation is heading.</p><p>“Substantial disagreement about the correct way to measure shelter inflation argues for looking at inflation measures that put less weight on shelter inflation, not more, when the decision is of greater consequence,” wrote Goldman Sachs economists Ronnie Walker and David Mericle in a note published in October.</p><p>The CPI excluding shelter fell 0.2% in November and has risen at just a 1.3% annual rate over the past three months.</p><p>Even Fed Chair Jerome Powell has acknowledged that a sudden drop in home prices won’t show up in the headline CPI for months, but he’s not acting like he quite believes it. If he did, he’d urge his colleagues at the Fed to pause now and let the full impact of 375 basis points of tightening work on the economy.</p><p>We know, however, that the Fed won’t pause. The Fed lost too much credibility last year when it missed the rapid increase in inflation as the economy emerged from its pandemic lockdown, and now the Fed is scrambling to restore the public’s trust as an inflation fighter.</p><p>Unfortunately, that makes a recession nearly inevitable, because the Fed is going to do what it always does: Raise rates too far and push the economy into a job-killing recession.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page\">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.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132223607","content_text":"The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a range of 4.25% to 4.50%, as expected at its meeting that ends Wednesday.With the relatively benign report on the consumer price index in November released on Tuesday, the Fed now has “compelling evidence” that it has achieved its immediate goal of seeing a significant slowing in inflation.The CPI was better than expected in November, with headline inflation rising just 0.1% (1.2% annualized) and core inflation up 0.2% (2.4% annualized).The U.S. stock market SPX, DJIA, COMP on Tuesday initially greeted the CPI report as confirmation that the Fed could begin to let up, but by midday the realization hit that the Fed is going to keep hiking rates.Better than the media saysThe CPI report was actually better than it’s being portrayed by the media, which continue to focus irrationally on year-over-year changes in inflation rather than looking at what has happened since the Fed began raising interest rates nine months ago. For instance, what are we to make of. this incoherent headline in the New York Times: “U.S. Inflation Cools as Consumer Prices Rise 7.1 Percent”?If we don’t want to miss the turning points, we have to shorten our horizon to something less than a year, but not so short that it’s all noise and no signal. Three months is about right.In March 2022, when the Fed first raised rates, inflation was accelerating. From January to March, the CPI had risen at an 11.3% annual rate. That was an alarming inflation rate which called for action by the Fed.But then the Fed raised interest rates at six straight meetings, going from near zero to near 4% and now inflation is decelerating. From September to November, inflation rose at a 3.7% annual rate.That is significant progress in the most relevant measure of inflation.The wrong perspectiveThe progress is much less apparent when the figures are reported on a year-over-year basis, as most media outlets do. From November 2021 to November 2022, inflation rose 7.1% — but that figure is meaningless to our understanding of what the Fed has accomplished because that time frame also includes five months of high inflation from before the Fed acted.Because rate hikes take some time to have an impact on prices and on the economy, they didn’t really start to bite until July. In the five months since then, inflation has slowed to a 2.5% annualized rate, noticeable to anyone who’s looking. The unprecedented rise in interest rates is working to cool off price increases.The progress is even greater when you take into account that almost all of the inflation we’ve suffered recently is coming from higher rents, which are now rising at a 10% annual rate in a lagged response to last year’s incredible 20%+ increase in home prices and tight rental markets.Rents still rising as home prices fallHome prices have now begun to fall in most regions of the U.S. Rents for new tenants have also begun to fall, but rents paid by continuing tenants have lagged behind and could take another year or longer to catch up, according to research by economists at Goldman Sachs. That’s because rents on existing leases tend to reset on an annual basis.Rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs.With more than 900,000 multifamily housing units now under construction, the supply constraints will soon begin to ease, reducing pressure on rents, when those units hit the market, likely in the next year or so.Rents have an outsized influence on the CPI, because rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs. Yes, there’s some correlation most of the time, but not always.Using rents to measure homeowners’ costs might be an acceptable methodology in normal times, but not now. Based on the increase in rents, the CPI showed that shelter costs for homeowners rose at a 8% annual rate in November. No one believes that’s true. Most homeowners have a fixed-rate mortgage, so principal and interest payments haven’t gone up.The right perspectiveThe best thing to do in this situation is to recognize that we need to exclude shelter costs (which accounts for a third of the CPI) if we want to see where underlying inflation is heading.“Substantial disagreement about the correct way to measure shelter inflation argues for looking at inflation measures that put less weight on shelter inflation, not more, when the decision is of greater consequence,” wrote Goldman Sachs economists Ronnie Walker and David Mericle in a note published in October.The CPI excluding shelter fell 0.2% in November and has risen at just a 1.3% annual rate over the past three months.Even Fed Chair Jerome Powell has acknowledged that a sudden drop in home prices won’t show up in the headline CPI for months, but he’s not acting like he quite believes it. If he did, he’d urge his colleagues at the Fed to pause now and let the full impact of 375 basis points of tightening work on the economy.We know, however, that the Fed won’t pause. The Fed lost too much credibility last year when it missed the rapid increase in inflation as the economy emerged from its pandemic lockdown, and now the Fed is scrambling to restore the public’s trust as an inflation fighter.Unfortunately, that makes a recession nearly inevitable, because the Fed is going to do what it always does: Raise rates too far and push the economy into a job-killing recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965454975,"gmtCreate":1670011838098,"gmtModify":1676538287679,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Nice sharing","listText":"Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965454975","repostId":"2288957832","repostType":2,"repost":{"id":"2288957832","kind":"highlight","pubTimestamp":1669994776,"share":"https://ttm.financial/m/news/2288957832?lang=&edition=fundamental","pubTime":"2022-12-02 23:26","market":"us","language":"en","title":"Alibaba Vs. Amazon: Fundamentals Still Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=2288957832","media":"Seeking Alpha","summary":"SummaryThe stock market habitually disregards business fundamentals when the mood is at either the g","content":"<html><head></head><body><h3>Summary</h3><ul><li>The stock market habitually disregards business fundamentals when the mood is at either the greed or fear extreme, with Alibaba and Amazon as the most recent examples.</li><li>Both are dominated by greed not that long ago, and both are dominated by fear now (especially in the case of Alibaba).</li><li>The current valuations in both stocks seem to have ignored the growth curve from the secular e-commerce penetration – an unstoppable trend in my mind.</li><li>And as such, my thesis is that the market has overacted (again) and the e-commerce sector is becoming attractive.</li><li>And this article will detail my thoughts on the two leaders, their similarities and differences, and also my target entry prices for both.</li></ul><h2>Thesis</h2><p>The stock market habitually ignores fundamentals completely when the mood is at either the greed or fear extreme. And Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN) as simply the latest examples as you can see from the following chart. Not that long ago (around 2021), both stocks had been trading at immense valuation premiums. To wit, BABA demanded a P/S multiple of around 10x and AMZN around 5.0x. Then the bubbles burst quickly and now BABA is trading only at 1.73x P/S ratio and AMZN at 1.97x, both at only a fraction of the market average of 4.61x represented by the NASDAQ 100 index.</p><p><img src=\"https://static.tigerbbs.com/f918fb7c33d1478d80fe469eeae40831\" tg-width=\"640\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data.</p><p>Thus, it is the thesis of this article to examine if the above valuation correction is overdone (an almost 6x P/S ratio contraction for BABA and almost 3x contraction for AMZN). And you will see that my conclusion is yes.</p><p>It is true that both businesses have faced strong headwinds (some common and some unique to each of them) as you can clearly see from the following chart. BABA suffered a large decline in EBIT profit margin since 2021 both due to the macroeconomic slowdown of China&#39;s economy and also the tightened regulations. Its EBIT margin dropped from an average of 24% to a bottom of around 0% in the first half of 2022. Its margin has recovered to a healthy 13.5% in the most recent quarter, but still a far cry from its long-term average (only about ½ of its long-term average). The picture of AMZN is quite similar, although less dramatic. Its EBIT margin has been in a nosedive since ~2021 too. Its EBIT margin has been consistently above its average of 5.25% (except for two quarters) before 2021. However, it dropped to below 0% in the first of 2022. Its margin has recovered to a positive 2.8% in the most recent quarter, but still only ½ of its long-term average.</p><p>However, in the remainder of this article, I will argue that despite such profitability headwinds, the overvaluation correction is overblown. The current valuations in both stocks have ignored the growth curve from the secular e-commerce penetration and also their various high-growth initiatives. Their current profitability headwinds could persist but are ultimately temporary the way I see things. And furthermore, I see the price volatilities created thy such headwinds to be entry opportunities for long-term investors. To wit, for AMZN, near-term headwinds such as shipping congestion and inflation persisting could cause its prices to be stuck in a $90~$95 trading range, providing a reasonable entry point. For Alibaba, its current valuation is already very attractive, and China&#39;s ongoing protest and Zero COVID policy could create an even better entry point for long-term holdings.</p><p><img src=\"https://static.tigerbbs.com/33c364524eab5943d24a64b0dea4a121\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data.</p><h2>BABA and AMZN&#39;s R&amp;D sustainability</h2><p>As detailed in my earlier writings, for &#34;new-economy&#34; stocks like BABA and AMZN, a key business fundamental aspect I always check is their R&amp;D: especially the sustainability and yield.</p><p>Therefore, let&#39;s first see how sustainable BABA and AMZN have been funding their new R&amp;D efforts. The chart below displays their R&amp;D expenditures in the past 10 years as a fraction of their total sales. As you can see, both BABA and AMZN have been consistently and also aggressively investing in R&amp;D. In AMZN&#39;s case, it has been only spending a minimal amount on R&amp;D before 2016 (less than 1% of its revenues). But after 2016, it cranked up its R&amp;D substantially to a level of 12.0% of its total sales and has maintained it at this level since then. In BABA&#39;s case, it has been spending on average 10.0% of total revenues on R&amp;D efforts systematically.</p><p><img src=\"https://static.tigerbbs.com/0efe4417e9f11b51504a4c460df97d10\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data.</p><p>After establishing their R&amp;D sustainability, let&#39;s examine how effective their R&amp;D processes have been. The examination in this article follows a method detailed in my earlier article. The essential idea is to apply Buffett&#39;s $1 test on R&amp;D expenditures. More specifically:</p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure of profit.</i></li><li><i>Also, most R&amp;D investments do not produce any results in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a 3-year average investment cycle for both BABA and AMZN&#39;s R&amp;D expenses. As a result, we used the 3-year moving average of operating cash flow to represent this 3-year cycle.</i></li></ul></blockquote><p>And the results are shown in the chart below for BABA and AMZN. As you can see, their R&amp;D yields are different qualitatively, with BABA&#39;s yielding about $3.31 per $1 of R&amp;D expenses and AMZN yielding only about $0.90. However, note that despite the qualitative differences, both BABA and AMZN have been demonstrating consistency in their R&amp;D yield, signaling an efficient and sustainable process.</p><p>Also, to put things under a broader perspective, the next chart compares BABA and AMZN against the rest of the FAAMG stocks. As seen, the FAAMG stocks as a group feature an average R&amp;D yield of $2.94. And BABA&#39;s $3.13 is only behind Apple and Facebook (or <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>).</p><p><img src=\"https://static.tigerbbs.com/984f7aa998935c6f350ab93b7c9479e3\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data.</p><p><img src=\"https://static.tigerbbs.com/199f0e413b9eb49ec1067af4cdf44e73\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data.</p><h2>BABA vs. AMZN: profitability issues and potentials</h2><p>We&#39;ve examined their profitability above by the EBIT margin. Here, I will use ROCE (return on capital employed) as the main metric to take a closer look. As detailed in my blog article, ROCE is the most fundamental metric because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is &#34;simply&#34; the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE results for BABA and AMZN are shown in the chart below. It is no secret that BABA&#39;s profitability has suffered tremendously in the past few years, and this is clearly shown in its ROCE data. Even just a few years back in 2019~2020, its ROCE has been astronomical, exceeding 100% (rivaling that of AAPL, the one with the highest ROCE in the FAAMG pack). But as aforementioned, due to the slowdown of China&#39;s macroeconomic growth and also the tightened regulation controls since 2021, its ROCE has suffered immensely. To wit, its ROCE has been on average 79.5% since 2020. And it currently hovers around 62.4% based on its most recent 2022 Q3 TTM financials as shown in the 2nd chart below.</p><p>AMZN&#39;s ROCE in recent years has unfortunately followed a similar trend as seen, except with a less dramatic decline. AMZN boasted a superb ROCE in the earlier part of the decade too, between 50% and 100%. In recent years since 2020, AMZN&#39;s ROCE has contracted substantially to an average of 29.0%. And its most recent 2022 Q3 TTM ROCE is even below this average as seen.</p><p>However, when we broaden our view a bit wider, both AMZN and BABA still enjoy robust ROCE. As a reference point, the overall economy&#39;s ROCE is around 20%. And as I will argue next, AMZN and BABA enjoy far better growth potential than the overall economy thanks to the secular shift towards e-commerce.</p><p><img src=\"https://static.tigerbbs.com/c3644c64064ab2fbbebf26386405f218\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/>Source: Author based on Seeking Alpha data.</p><p><img src=\"https://static.tigerbbs.com/b59af9c10f20f36fcc9ff008df5778a0\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data.</p><h2>BABA vs. AMZN: secular trend and growth prospects</h2><p>As aforementioned, I see BABA and AMZN as the bellwether stocks in the e-commerce space, and I also see both of the best-positioned stocks to capitalize on the secular growth of e-commerce. With all the online shopping apps installed on our smartphones, it is sometimes easy to form the misconception that e-commerce penetration is already toward an end. But the reality is nothing but. The global e-commerce penetration is at ~20%. Thus, the majority (80% of it) of commerce is still offline. Global retail e-commerce sales only reached $4.2 trillion in 2020. The bulk of the growth curve is still yet to come, with retail e-commerce projected to double in size by 2026, hitting $7.4 trillion.</p><p><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Source: Oberlo data</p><p>Another key growth area for both BABA and AMZN is could. AMZN is the leading cloud provider in the U.S., with a market share far higher than MSFT and GOOG as seen from the following IOT report. In particular,</p><blockquote><i>The cloud market has seen revenues grow at high double digits for years according to the report.</i> <i>The global public cloud market reached $157 billion in 2021and is expected to grow into a $2 to $10 trillion industry in a few years</i> <i>according to another.</i></blockquote><p>And just AMZN is the dominant cloud provider in the U.S., BABA is the dominant player in China and other overseas markets. With the rapid growth potential in the could space, I anticipate AMZN and BABA to enjoy the support of this secular trend for many years to come.</p><p><img src=\"https://static.tigerbbs.com/9564ca0f449f36e8d51d76071d07213b\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Source: IOT report</p><h2>Risks and final verdict</h2><p>As aforementioned, there are definitely headwinds for both stocks in the near term. For BABA, China&#39;s COVID-19 restrictions are still impacting many parts of the country&#39;s economy (with ripple effects to other countries). Customer growth in its China Commerce division (TaoBao and Tmall in particular) could take time to recover depending on the macroeconomic conditions. AMZN faces a range of near-term uncertainties such as inflation, supply chain pressures, and also currency exchange rates. The profitability of AMZN has been pressured by these headwinds in recent years as mentioned above and I see them persisting into 2023. These headwinds have created a challenging environment for its retail operations, which reported operating losses in recent quarters (as seen from the EBIT margin earlier). In response, AMZN has been dealing with cost control issues. For example, it had to shut down its subsidiary, fabric.com (which sold fabrics for almost 30 years), as a way to slash costs.</p><p>All told, I see the market sentiment toward the eCommerce sector has shifted from extreme greed to extreme fear in the past 2 years, as represented by the tremendous valuation contraction in BABA and AZMN stocks. However, business fundamentals still matter and will always matter. As you can see from the table below (which summarizes the key fundamentals and valuation metrics discussed throughout the article), both are still excellent businesses if you just look past the immediate headwinds. In particular, the PE of BABA (around 10x) is so low that it implies a permanently stagnating business despite the tremendous growth opportunities mentioned above. In particular, its cloud segment and International Commerce Retail segment, including Lazada and AliExpress, offer plenty of growth potential.</p><p><img src=\"https://static.tigerbbs.com/9d1bed74838658b5f4c56e723c04ca99\" tg-width=\"640\" tg-height=\"255\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. Amazon: Fundamentals Still Matter</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 Vs. Amazon: Fundamentals Still Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561913-alibaba-vs-amazon-fundamentals-still-matter><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market habitually disregards business fundamentals when the mood is at either the greed or fear extreme, with Alibaba and Amazon as the most recent examples.Both are dominated by ...</p>\n\n<a href=\"https://seekingalpha.com/article/4561913-alibaba-vs-amazon-fundamentals-still-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4561913-alibaba-vs-amazon-fundamentals-still-matter","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288957832","content_text":"SummaryThe stock market habitually disregards business fundamentals when the mood is at either the greed or fear extreme, with Alibaba and Amazon as the most recent examples.Both are dominated by greed not that long ago, and both are dominated by fear now (especially in the case of Alibaba).The current valuations in both stocks seem to have ignored the growth curve from the secular e-commerce penetration – an unstoppable trend in my mind.And as such, my thesis is that the market has overacted (again) and the e-commerce sector is becoming attractive.And this article will detail my thoughts on the two leaders, their similarities and differences, and also my target entry prices for both.ThesisThe stock market habitually ignores fundamentals completely when the mood is at either the greed or fear extreme. And Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN) as simply the latest examples as you can see from the following chart. Not that long ago (around 2021), both stocks had been trading at immense valuation premiums. To wit, BABA demanded a P/S multiple of around 10x and AMZN around 5.0x. Then the bubbles burst quickly and now BABA is trading only at 1.73x P/S ratio and AMZN at 1.97x, both at only a fraction of the market average of 4.61x represented by the NASDAQ 100 index.Source: Seeking Alpha data.Thus, it is the thesis of this article to examine if the above valuation correction is overdone (an almost 6x P/S ratio contraction for BABA and almost 3x contraction for AMZN). And you will see that my conclusion is yes.It is true that both businesses have faced strong headwinds (some common and some unique to each of them) as you can clearly see from the following chart. BABA suffered a large decline in EBIT profit margin since 2021 both due to the macroeconomic slowdown of China's economy and also the tightened regulations. Its EBIT margin dropped from an average of 24% to a bottom of around 0% in the first half of 2022. Its margin has recovered to a healthy 13.5% in the most recent quarter, but still a far cry from its long-term average (only about ½ of its long-term average). The picture of AMZN is quite similar, although less dramatic. Its EBIT margin has been in a nosedive since ~2021 too. Its EBIT margin has been consistently above its average of 5.25% (except for two quarters) before 2021. However, it dropped to below 0% in the first of 2022. Its margin has recovered to a positive 2.8% in the most recent quarter, but still only ½ of its long-term average.However, in the remainder of this article, I will argue that despite such profitability headwinds, the overvaluation correction is overblown. The current valuations in both stocks have ignored the growth curve from the secular e-commerce penetration and also their various high-growth initiatives. Their current profitability headwinds could persist but are ultimately temporary the way I see things. And furthermore, I see the price volatilities created thy such headwinds to be entry opportunities for long-term investors. To wit, for AMZN, near-term headwinds such as shipping congestion and inflation persisting could cause its prices to be stuck in a $90~$95 trading range, providing a reasonable entry point. For Alibaba, its current valuation is already very attractive, and China's ongoing protest and Zero COVID policy could create an even better entry point for long-term holdings.Source: Seeking Alpha data.BABA and AMZN's R&D sustainabilityAs detailed in my earlier writings, for \"new-economy\" stocks like BABA and AMZN, a key business fundamental aspect I always check is their R&D: especially the sustainability and yield.Therefore, let's first see how sustainable BABA and AMZN have been funding their new R&D efforts. The chart below displays their R&D expenditures in the past 10 years as a fraction of their total sales. As you can see, both BABA and AMZN have been consistently and also aggressively investing in R&D. In AMZN's case, it has been only spending a minimal amount on R&D before 2016 (less than 1% of its revenues). But after 2016, it cranked up its R&D substantially to a level of 12.0% of its total sales and has maintained it at this level since then. In BABA's case, it has been spending on average 10.0% of total revenues on R&D efforts systematically.Source: Author based on Seeking Alpha data.After establishing their R&D sustainability, let's examine how effective their R&D processes have been. The examination in this article follows a method detailed in my earlier article. The essential idea is to apply Buffett's $1 test on R&D expenditures. More specifically:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure of profit.Also, most R&D investments do not produce any results in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a 3-year average investment cycle for both BABA and AMZN's R&D expenses. As a result, we used the 3-year moving average of operating cash flow to represent this 3-year cycle.And the results are shown in the chart below for BABA and AMZN. As you can see, their R&D yields are different qualitatively, with BABA's yielding about $3.31 per $1 of R&D expenses and AMZN yielding only about $0.90. However, note that despite the qualitative differences, both BABA and AMZN have been demonstrating consistency in their R&D yield, signaling an efficient and sustainable process.Also, to put things under a broader perspective, the next chart compares BABA and AMZN against the rest of the FAAMG stocks. As seen, the FAAMG stocks as a group feature an average R&D yield of $2.94. And BABA's $3.13 is only behind Apple and Facebook (or Meta Platforms).Source: Author based on Seeking Alpha data.Source: Author based on Seeking Alpha data.BABA vs. AMZN: profitability issues and potentialsWe've examined their profitability above by the EBIT margin. Here, I will use ROCE (return on capital employed) as the main metric to take a closer look. As detailed in my blog article, ROCE is the most fundamental metric because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE results for BABA and AMZN are shown in the chart below. It is no secret that BABA's profitability has suffered tremendously in the past few years, and this is clearly shown in its ROCE data. Even just a few years back in 2019~2020, its ROCE has been astronomical, exceeding 100% (rivaling that of AAPL, the one with the highest ROCE in the FAAMG pack). But as aforementioned, due to the slowdown of China's macroeconomic growth and also the tightened regulation controls since 2021, its ROCE has suffered immensely. To wit, its ROCE has been on average 79.5% since 2020. And it currently hovers around 62.4% based on its most recent 2022 Q3 TTM financials as shown in the 2nd chart below.AMZN's ROCE in recent years has unfortunately followed a similar trend as seen, except with a less dramatic decline. AMZN boasted a superb ROCE in the earlier part of the decade too, between 50% and 100%. In recent years since 2020, AMZN's ROCE has contracted substantially to an average of 29.0%. And its most recent 2022 Q3 TTM ROCE is even below this average as seen.However, when we broaden our view a bit wider, both AMZN and BABA still enjoy robust ROCE. As a reference point, the overall economy's ROCE is around 20%. And as I will argue next, AMZN and BABA enjoy far better growth potential than the overall economy thanks to the secular shift towards e-commerce.Source: Author based on Seeking Alpha data.Source: Author based on Seeking Alpha data.BABA vs. AMZN: secular trend and growth prospectsAs aforementioned, I see BABA and AMZN as the bellwether stocks in the e-commerce space, and I also see both of the best-positioned stocks to capitalize on the secular growth of e-commerce. With all the online shopping apps installed on our smartphones, it is sometimes easy to form the misconception that e-commerce penetration is already toward an end. But the reality is nothing but. The global e-commerce penetration is at ~20%. Thus, the majority (80% of it) of commerce is still offline. Global retail e-commerce sales only reached $4.2 trillion in 2020. The bulk of the growth curve is still yet to come, with retail e-commerce projected to double in size by 2026, hitting $7.4 trillion.Source: Oberlo dataAnother key growth area for both BABA and AMZN is could. AMZN is the leading cloud provider in the U.S., with a market share far higher than MSFT and GOOG as seen from the following IOT report. In particular,The cloud market has seen revenues grow at high double digits for years according to the report. The global public cloud market reached $157 billion in 2021and is expected to grow into a $2 to $10 trillion industry in a few years according to another.And just AMZN is the dominant cloud provider in the U.S., BABA is the dominant player in China and other overseas markets. With the rapid growth potential in the could space, I anticipate AMZN and BABA to enjoy the support of this secular trend for many years to come.Source: IOT reportRisks and final verdictAs aforementioned, there are definitely headwinds for both stocks in the near term. For BABA, China's COVID-19 restrictions are still impacting many parts of the country's economy (with ripple effects to other countries). Customer growth in its China Commerce division (TaoBao and Tmall in particular) could take time to recover depending on the macroeconomic conditions. AMZN faces a range of near-term uncertainties such as inflation, supply chain pressures, and also currency exchange rates. The profitability of AMZN has been pressured by these headwinds in recent years as mentioned above and I see them persisting into 2023. These headwinds have created a challenging environment for its retail operations, which reported operating losses in recent quarters (as seen from the EBIT margin earlier). In response, AMZN has been dealing with cost control issues. For example, it had to shut down its subsidiary, fabric.com (which sold fabrics for almost 30 years), as a way to slash costs.All told, I see the market sentiment toward the eCommerce sector has shifted from extreme greed to extreme fear in the past 2 years, as represented by the tremendous valuation contraction in BABA and AZMN stocks. However, business fundamentals still matter and will always matter. As you can see from the table below (which summarizes the key fundamentals and valuation metrics discussed throughout the article), both are still excellent businesses if you just look past the immediate headwinds. In particular, the PE of BABA (around 10x) is so low that it implies a permanently stagnating business despite the tremendous growth opportunities mentioned above. In particular, its cloud segment and International Commerce Retail segment, including Lazada and AliExpress, offer plenty of growth potential.Source: Author based on Seeking Alpha data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926318124,"gmtCreate":1671464965068,"gmtModify":1676538541019,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Still building your base? Haha...","listText":"Still building your base? Haha...","text":"Still building your base? Haha...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926318124","repostId":"2291016896","repostType":4,"repost":{"id":"2291016896","kind":"news","pubTimestamp":1671437725,"share":"https://ttm.financial/m/news/2291016896?lang=&edition=fundamental","pubTime":"2022-12-19 16:15","market":"hk","language":"en","title":"Alibaba: The Audits Look Increasingly Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2291016896","media":"Seeking Alpha","summary":"SummaryRecently, the SEC concluded its audit reviews of Chinese companies earlier than it was expected to do.The SEC said that it received \"good access\" to the books after \"thorough and systematic tes","content":"<html><head></head><body><h2>Summary</h2><ul><li>Recently, the SEC concluded its audit reviews of Chinese companies earlier than it was expected to do.</li><li>The SEC said that it received &#34;good access&#34; to the books after &#34;thorough and systematic testing.&#34;</li><li>The SEC&#39;s comments combined with the speed of its review suggests that at least some of the reviews went well.</li><li>It&#39;s too early to say for sure that Alibaba Group Holding Limited&#39;s review, specifically, went well.</li><li>However, the early signs provide reasons for optimism.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eff714aff7a0e8bccd48ce41e42132fd\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Lintao Zhang</span></p><p>Recently, the Securities and Exchange Commission (“SEC”) announced that it had concluded its audit review of U.S.-listed Chinese stocks. By all accounts, the review went well. The SEC completed its work ahead of schedule, indicating that the inspections went smoothly. Today, the PCAOB further announced that it had receivedgood access to Chinese companies’ books after “thorough and systematic testing.”</p><p>We can’t say for sure that the total review went well (there’s more to audits than just &#34;accessing&#34; things), but the swift conclusion and glowing comments suggest that the SEC is about to hand investors some good news. So far, it has reviewed BABA and a few other companies’ books–it was these reviews that the glowing comments pertained to. We could yet see some smaller companies getting unfavorable reviews, but the news looks good for investors in Chinese blue chips.</p><p>The audit review isn’t over yet, as the SEC still has to finish reviewing documents. In addition to issues at facilities, accounting discrepancies can also trigger unfavorable audit opinions. We’ll have to wait and see whether the SEC thinks Chinese firms are doing good audits, but it shouldn’t be more than a few weeks’ wait. The final reports are expected this month.</p><p>This is all very encouraging news for <b>Alibaba Group Holding Limited</b> (NYSE:BABA) shareholders. Alibaba was one of the companies picked by the SEC to be reviewed first, so the SEC’s report on it should be out pretty soon. We don’t have an exact date on which the report will publish, but we do know that the SEC expects to republish reports by the end of 2022. Given that we’re halfway through December, that means we should be seeing something in a matter of weeks.</p><p>If any Chinese company is likely to pass the SEC’s audit inspections with flying colors, Alibaba is the one. As an e-commerce company, its business lacks any meaningful tie to state military or intelligence activities. Alibaba Cloud once held some government contracts, but those ended when China shifted to doing cloud services in-house.</p><p>There is little that Alibaba would need to hide from the U.S. government, so it’s likely to have given the SEC access to all the documents it needs. For this reason, I consider the upcoming audit review publication to be a bullish catalyst for the stock, as we’re seeing solid signs that the result will be a positive one.</p><h2>Alibaba - My Fundamental Thesis</h2><p>Alibaba is a stock I have covered extensively on Seeking Alpha and on Twitter. The basic gist of my thesis on the stock can be found in my past articles on the topic. To review briefly:</p><ul><li>Alibaba is cheap, with valuation multiples below those of similar-sized U.S. tech stocks.</li><li><p>The company is growing, having achieved 68% growth in operating income and 61% growth in free cash flow in its most recent quarter.</p></li><li><p>It also has a strong competitive position; it faces two main competitors in China, <b>JD.com</b> (JD) and <b>Pinduouo</b> (PDD), both of which have different business models than BABA’s own. Neither of these companies competes with Alibaba Cloud, which is China’s Cloud market leader. Alibaba competes with <b>Tencent</b> (OTCPK:TCEHY) in the Cloud and payments.</p></li></ul><p>For a big picture overview of my thoughts on Alibaba, you can check out my recent article Alibaba: FOMO is No Reason to Buy, which covers the competitive landscape, valuation, and a few possible catalysts. Basically, the stock has both value and growth characteristics, a strong competitive position, and a number of catalysts on the horizon. I’ll dedicate the remainder of this article to discussing the audit review catalyst in detail.</p><h2>Chinese Company Audit Reviews - The Background Story</h2><p>The ongoing SEC reviews of Chinese audit documents are just the latest in a much longer saga concerning the delisting of Chinese stocks from the NYSE. Beginning in the Trump Administration, the U.S. began delisting Chinese companies thought to not be in compliance with U.S. auditing standards. After Trump left office, the Biden administration kept the former President’s policies in place. In fact, the policies accelerated after the new administration came in. In 2022, the SEC added dozens of Chinese companies to the “Holding Foreign Companies Accountable Act” (a list of Chinese companies being considered for delisting). Later, it banned exports of various chip components to China, and demanded that <b>ASML Holding</b> (ASML) stop selling EUV lithography machines to China. The trade tensions between the U.S. and China have been steadily escalating, which is part of why many people think that Chinese stocks will end up getting delisted.</p><p>There is little doubt in my mind that some Chinese stocks will in fact be delisted. However, Alibaba specifically has a good chance of making the grade, as I’ll show in the next section.</p><h2>Why Alibaba Is A Top Contender For A Favorable Audit Review</h2><p>There are several reasons why Alibaba is a top contender for a favorable audit review by the SEC.</p><p>The first is the simple fact that China has no incentive to withhold data from foreign investors. The U.S./China audit dispute ultimately comes down to the U.S. wanting more data and China wanting to protect sensitive national security information. When it comes to industries like semiconductors, telecoms and social media, disclosing complete information can sometimes compromise national security. Semiconductors are used in drones, telco data includes peoples’ locations, and social media can be used to gather intelligence. Offering these kinds of companies to full audits by foreign countries can be a national security risk. For example, if you let a foreign country’s auditors inspect a chip maker’s facilities, they could bring trade secrets back home with them. Chinese companies that handle such information may not be able to comply with SEC audit requirements.</p><p>Alibaba is not such a company. It’s an e-commerce firm, meaning that it helps people buy and sell goods online. It does so through business to consumer (“B2C”) services like AliExpress and Tmall, and business to business (“B2B”) services like Alibaba.com. In neither B2C nor B2B use cases is Alibaba required to store sensitive national security data, so it should be able to offer the SEC reasonable access, both on site and in documents. I don’t think Alibaba’s recent foray into chips detracts from this point, as BABA’s chips are not going to be used in military devices.</p><h2>Why A Favorable Audit Review Is A Catalyst</h2><p>The reason why a favorable audit review would be a bullish catalyst for Alibaba is because the company is currently trading at a discount to fair value, its price being held back by perceived risk factors. The risk factors holding back the stock’s price include U.S./China tensions, COVID Zero, and lingering concerns about 2021’s tech crackdown. Many of the perceived risk factors have been overcome. For example, we haven’t heard about any new regulatory measures since early this year, and China has eased its COVID control policies. A favorable audit review opinion would be just the next catalyst we’d need for another leg up.</p><p>Alibaba would have significant upside based on nothing other than its valuation converging with that of U.S. big tech companies.</p><p>At today’s levels, the NASDAQ 100-Index (NDX) trades at:</p><ul><li><p>24.5 times earnings.</p></li><li><p>6 times book value.</p></li><li><p>3.6 times sales.</p></li></ul><p>By contrast, Alibaba trades at:</p><ul><li><p>12.3 times adjusted earnings.</p></li><li><p>1.79 times book value.</p></li><li><p>1.9 times sales.</p></li></ul><p>Were Alibaba to hit the NASDAQ-100’s earnings multiple, it would rise 100%.</p><p>Were it to hit the NASDAQ-100’s price/book multiple, it would rise 235%.</p><h2>That’s a significant amount of upside.</h2><p>Now, of course, there’s more to an analysis than just comparative multiples. The U.S. and China are totally different markets, and the NASDAQ could just as easily fall as Alibaba could rise. In fact, I personally think the NASDAQ is likely to fall from today’s levels. However, with the news we got today from the PCAOB, we know that there is a good sign the audit reviews will go well. If they do go well, then we’d expect Alibaba to make some gains. Personally, I’m in the stock until $150 at least.</p><h2>The Bottom Line</h2><p>What a year it has been for Alibaba. We’ve seen plenty of volatility, lots of ups and downs, but ultimately, the stock has out-performed the NASDAQ-100.</p><p>This year, we are seeing many China-related risk factors beginning to wane. There have been no new regulatory upheavals, Zero COVID has basically been ended, and now it looks like the de-listing risk is about to go away too.</p><p>That doesn’t mean that there won’t be plenty of risks in the future. The U.S. and China still disagree about Taiwan, and BABA does face competitive pressure from JD and Pinduoduo. But the most pressing and serious risk factors seem to be fading. That in itself doesn’t make Alibaba a buy, but the idea that China as a whole is “uninvestable” is losing credibility by the day.</p><p>There is a good chance, then, that Alibaba could see some upside just from investors buying China index funds. And if valuation means anything, as I think it does, we should see a day when Alibaba shares are going for $150. Of course, BABA stock will be volatile, but for the enterprising investor, volatility is merely an opportunity.</p><p><i>This article is written by Growth at a Good Price for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Audits Look Increasingly Bullish</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: The Audits Look Increasingly Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 16:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564794-alibaba-the-audits-look-increasingly-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecently, the SEC concluded its audit reviews of Chinese companies earlier than it was expected to do.The SEC said that it received \"good access\" to the books after \"thorough and systematic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564794-alibaba-the-audits-look-increasingly-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BABA":"阿里巴巴","BK4575":"芯片概念","BK4558":"双十一","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4505":"高瓴资本持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4581":"高盛持仓","BK4504":"桥水持仓","09988":"阿里巴巴-W","BK4548":"巴美列捷福持仓","BK4565":"NFT概念"},"source_url":"https://seekingalpha.com/article/4564794-alibaba-the-audits-look-increasingly-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291016896","content_text":"SummaryRecently, the SEC concluded its audit reviews of Chinese companies earlier than it was expected to do.The SEC said that it received \"good access\" to the books after \"thorough and systematic testing.\"The SEC's comments combined with the speed of its review suggests that at least some of the reviews went well.It's too early to say for sure that Alibaba Group Holding Limited's review, specifically, went well.However, the early signs provide reasons for optimism.Lintao ZhangRecently, the Securities and Exchange Commission (“SEC”) announced that it had concluded its audit review of U.S.-listed Chinese stocks. By all accounts, the review went well. The SEC completed its work ahead of schedule, indicating that the inspections went smoothly. Today, the PCAOB further announced that it had receivedgood access to Chinese companies’ books after “thorough and systematic testing.”We can’t say for sure that the total review went well (there’s more to audits than just \"accessing\" things), but the swift conclusion and glowing comments suggest that the SEC is about to hand investors some good news. So far, it has reviewed BABA and a few other companies’ books–it was these reviews that the glowing comments pertained to. We could yet see some smaller companies getting unfavorable reviews, but the news looks good for investors in Chinese blue chips.The audit review isn’t over yet, as the SEC still has to finish reviewing documents. In addition to issues at facilities, accounting discrepancies can also trigger unfavorable audit opinions. We’ll have to wait and see whether the SEC thinks Chinese firms are doing good audits, but it shouldn’t be more than a few weeks’ wait. The final reports are expected this month.This is all very encouraging news for Alibaba Group Holding Limited (NYSE:BABA) shareholders. Alibaba was one of the companies picked by the SEC to be reviewed first, so the SEC’s report on it should be out pretty soon. We don’t have an exact date on which the report will publish, but we do know that the SEC expects to republish reports by the end of 2022. Given that we’re halfway through December, that means we should be seeing something in a matter of weeks.If any Chinese company is likely to pass the SEC’s audit inspections with flying colors, Alibaba is the one. As an e-commerce company, its business lacks any meaningful tie to state military or intelligence activities. Alibaba Cloud once held some government contracts, but those ended when China shifted to doing cloud services in-house.There is little that Alibaba would need to hide from the U.S. government, so it’s likely to have given the SEC access to all the documents it needs. For this reason, I consider the upcoming audit review publication to be a bullish catalyst for the stock, as we’re seeing solid signs that the result will be a positive one.Alibaba - My Fundamental ThesisAlibaba is a stock I have covered extensively on Seeking Alpha and on Twitter. The basic gist of my thesis on the stock can be found in my past articles on the topic. To review briefly:Alibaba is cheap, with valuation multiples below those of similar-sized U.S. tech stocks.The company is growing, having achieved 68% growth in operating income and 61% growth in free cash flow in its most recent quarter.It also has a strong competitive position; it faces two main competitors in China, JD.com (JD) and Pinduouo (PDD), both of which have different business models than BABA’s own. Neither of these companies competes with Alibaba Cloud, which is China’s Cloud market leader. Alibaba competes with Tencent (OTCPK:TCEHY) in the Cloud and payments.For a big picture overview of my thoughts on Alibaba, you can check out my recent article Alibaba: FOMO is No Reason to Buy, which covers the competitive landscape, valuation, and a few possible catalysts. Basically, the stock has both value and growth characteristics, a strong competitive position, and a number of catalysts on the horizon. I’ll dedicate the remainder of this article to discussing the audit review catalyst in detail.Chinese Company Audit Reviews - The Background StoryThe ongoing SEC reviews of Chinese audit documents are just the latest in a much longer saga concerning the delisting of Chinese stocks from the NYSE. Beginning in the Trump Administration, the U.S. began delisting Chinese companies thought to not be in compliance with U.S. auditing standards. After Trump left office, the Biden administration kept the former President’s policies in place. In fact, the policies accelerated after the new administration came in. In 2022, the SEC added dozens of Chinese companies to the “Holding Foreign Companies Accountable Act” (a list of Chinese companies being considered for delisting). Later, it banned exports of various chip components to China, and demanded that ASML Holding (ASML) stop selling EUV lithography machines to China. The trade tensions between the U.S. and China have been steadily escalating, which is part of why many people think that Chinese stocks will end up getting delisted.There is little doubt in my mind that some Chinese stocks will in fact be delisted. However, Alibaba specifically has a good chance of making the grade, as I’ll show in the next section.Why Alibaba Is A Top Contender For A Favorable Audit ReviewThere are several reasons why Alibaba is a top contender for a favorable audit review by the SEC.The first is the simple fact that China has no incentive to withhold data from foreign investors. The U.S./China audit dispute ultimately comes down to the U.S. wanting more data and China wanting to protect sensitive national security information. When it comes to industries like semiconductors, telecoms and social media, disclosing complete information can sometimes compromise national security. Semiconductors are used in drones, telco data includes peoples’ locations, and social media can be used to gather intelligence. Offering these kinds of companies to full audits by foreign countries can be a national security risk. For example, if you let a foreign country’s auditors inspect a chip maker’s facilities, they could bring trade secrets back home with them. Chinese companies that handle such information may not be able to comply with SEC audit requirements.Alibaba is not such a company. It’s an e-commerce firm, meaning that it helps people buy and sell goods online. It does so through business to consumer (“B2C”) services like AliExpress and Tmall, and business to business (“B2B”) services like Alibaba.com. In neither B2C nor B2B use cases is Alibaba required to store sensitive national security data, so it should be able to offer the SEC reasonable access, both on site and in documents. I don’t think Alibaba’s recent foray into chips detracts from this point, as BABA’s chips are not going to be used in military devices.Why A Favorable Audit Review Is A CatalystThe reason why a favorable audit review would be a bullish catalyst for Alibaba is because the company is currently trading at a discount to fair value, its price being held back by perceived risk factors. The risk factors holding back the stock’s price include U.S./China tensions, COVID Zero, and lingering concerns about 2021’s tech crackdown. Many of the perceived risk factors have been overcome. For example, we haven’t heard about any new regulatory measures since early this year, and China has eased its COVID control policies. A favorable audit review opinion would be just the next catalyst we’d need for another leg up.Alibaba would have significant upside based on nothing other than its valuation converging with that of U.S. big tech companies.At today’s levels, the NASDAQ 100-Index (NDX) trades at:24.5 times earnings.6 times book value.3.6 times sales.By contrast, Alibaba trades at:12.3 times adjusted earnings.1.79 times book value.1.9 times sales.Were Alibaba to hit the NASDAQ-100’s earnings multiple, it would rise 100%.Were it to hit the NASDAQ-100’s price/book multiple, it would rise 235%.That’s a significant amount of upside.Now, of course, there’s more to an analysis than just comparative multiples. The U.S. and China are totally different markets, and the NASDAQ could just as easily fall as Alibaba could rise. In fact, I personally think the NASDAQ is likely to fall from today’s levels. However, with the news we got today from the PCAOB, we know that there is a good sign the audit reviews will go well. If they do go well, then we’d expect Alibaba to make some gains. Personally, I’m in the stock until $150 at least.The Bottom LineWhat a year it has been for Alibaba. We’ve seen plenty of volatility, lots of ups and downs, but ultimately, the stock has out-performed the NASDAQ-100.This year, we are seeing many China-related risk factors beginning to wane. There have been no new regulatory upheavals, Zero COVID has basically been ended, and now it looks like the de-listing risk is about to go away too.That doesn’t mean that there won’t be plenty of risks in the future. The U.S. and China still disagree about Taiwan, and BABA does face competitive pressure from JD and Pinduoduo. But the most pressing and serious risk factors seem to be fading. That in itself doesn’t make Alibaba a buy, but the idea that China as a whole is “uninvestable” is losing credibility by the day.There is a good chance, then, that Alibaba could see some upside just from investors buying China index funds. And if valuation means anything, as I think it does, we should see a day when Alibaba shares are going for $150. Of course, BABA stock will be volatile, but for the enterprising investor, volatility is merely an opportunity.This article is written by Growth at a Good Price for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075472378,"gmtCreate":1658251980894,"gmtModify":1676536128353,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Hopefully&nbsp;[Grin]&nbsp;","listText":"Hopefully&nbsp;[Grin]&nbsp;","text":"Hopefully [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075472378","repostId":"1128013391","repostType":4,"repost":{"id":"1128013391","kind":"news","pubTimestamp":1658240028,"share":"https://ttm.financial/m/news/1128013391?lang=&edition=fundamental","pubTime":"2022-07-19 22:13","market":"hk","language":"en","title":"Alibaba: The Dragon Is Set To Awake Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1128013391","media":"seekingalpha","summary":"SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding invest","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.</li><li>After the announcement of new fines, shares of Alibaba plunged 15%.</li><li>However, Alibaba&#39;s e-Commerce performance going forward may be better than expected as COVID-19 lockdowns get gradually lifted.</li><li>Certain segments in Alibaba’s domestic e-Commerce business, like direct sales and wholesale, are still seeing growth momentum.</li><li>Alibaba remains massively undervalued based on the growth prospects in China&#39;s e-Commerce market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77b887b51b51f300ef64a42a227dcdff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Andrew Burton</span></p><p>It is difficult to make the case for investing in Alibaba (NYSE:BABA) given the headlines of the last year or so: Government crackdowns and a slowing e-Commerce business have driven shares of Alibaba into a long-term down-trend. Justlast week, Alibaba and Tencent (OTCPK:TCEHY) were fined for violations of disclosure regulations by China’s anti-monopoly agency which drove a new sell-off in shares of Chinese tech companies.</p><p>I last analysed Alibaba in May. I added to my pile of Alibaba’s shares, however, and expect the e-Commerce company to submit a strong earnings card for FQ1’23 in August.</p><p><b>New round of fines for large Chinese tech companies</b></p><p>Last week, China’s anti-trust regulators reminded investors once again that Chinese companies remain in their cross hairs when they fined Alibaba and Tencent for violations of disclosure rules. The State Administration for Market Regulation/SAMR, which is China’s anti-monopoly agency tasked with overseeing mergers and acquisition deals, said that 28 deals violated its disclosure rules, including five from Alibaba, 12 from Tencent and 4 from Didi Global (OTCPK:DIDIY). Fines for reported disclosure violations were 500,000 yuan (US$74,600) per case which is the maximum amount the State Administration for Market regulation can impose. Alibaba was also fined for its investment in Youku Tudou, a video streaming platform into which Alibaba invested $1.2B back in 2014. After the transaction, Youku Tudou became a subsidiary of Alibaba Group Holding Limited.</p><p>After new fines on Chinese tech companies were disclosed to the public, shares of the affected companies plunged with Alibaba crashing the most. This sell-off creates a new buying opportunity for investors that like to focus more on the fundamentals of the businesses in question instead of the latest regulatory actions.</p><p><img src=\"https://static.tigerbbs.com/5bf26bb44feeb3e1ae51093c8b212e44\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>While the absolute USD amount of the imposed fines is negligible, it shows that the anti-monopoly agency continues to review Alibaba’s past acquisitions and new fines remain a risk going forward. However, the new down-leg in Alibaba’s shares creates a new opportunity to buy Alibaba as the company will soon report earnings for its first fiscal quarter in FY 2023.</p><p>Alibaba will submit its earnings card for FQ1’23 in August and the company could do better than expected. This is because earnings expectations are very, very low which creates a low bar for Alibaba. Earnings estimates have been lowered seven times in the last 90 days and the market currently only expects $1.57 in EPS, implying a 39% year over year decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9859ed387dc93ce5ea3521788e84f556\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Why Alibaba&#39;s Commerce performance may be set to improve</b></p><p>China’s economic activity has slowed down in the first half of the year, largely because of new COVID-19 lockdowns that suppressed commerce. Strict lockdown measures greatly affected the economy: it grew at only 2.5% in the first six months of the year which is a weak growth rate for a country that until the pandemic grew at rates of about 6% annually.</p><p>I believe, however, as the Chinese economy emerges from its lockdown state, that Alibaba’s overall financial performance is set to improve. While the slowdown in the economy will take time to gain momentum, stronger economic growth and an improving outlook for consumer spending could drive Alibaba’s e-Commerce results going forward.</p><p>While COVID-19 lockdowns hurt China’s economic performance in the short term, and Alibaba’s sales, the long term outlook for China’s e-Commerce market is extremely positive: China&#39;s retail e-Commerce sales are expected to more than double from FY 2019 levels to $3.8T by FY 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de51cc71edd3017cc209bc885f2f57d7\" tg-width=\"1280\" tg-height=\"1329\" referrerpolicy=\"no-referrer\"/><span>eMarketer</span></p><p>E-Commerce sales in China contribute 69% of Alibaba’s total sales, so no market is more important to Alibaba&#39;s growth prospects than China. Alibaba has seen a serious slowdown in e-Commerce growth rates in the last quarter --- Alibaba&#39;s domestic and international e-Commerce businesses saw only 8% and 7% year over year revenue growth -- but this trend could reverse in the second half of the year if China gets a grip on its COVID-19 situation and releases large city populations in Beijing and Shanghai out of COVID lockdowns.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1b75138e34865e1c34f0238048d5fb3\" tg-width=\"950\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>Alibaba</span></p><p>But even within the challenged domestic e-Commerce segment, there are bright spots for Alibaba. Direct sales and China’s e-Commerce wholesale business still have momentum and grew their top lines at 14% and 30% year over year in FQ4’21, chiefly because of the roll-out of value-added services and higher revenues from Alibaba-owned business-to-consumer brands like Freshippo and Tmall Supermarket.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc81d5802b7f195078bf311072f6f7d0\" tg-width=\"937\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Alibaba</span></p><p><b>Alibaba&#39;s valuation got another discount last week</b></p><p>It is hard to argue with Alibaba’s low valuation: the company appears undervalued by every metric in the book, but of course there have been good reasons for that. Because of the recent crackdown on big Chinese companies, valuation ratios for Alibaba have further improved.</p><p>Shares of Alibaba now sell for 11.7 X earnings and 1.8 X sales (FY 2023), indicating that Alibaba remains significantly undervalued given the e-Commerce opportunity in China.</p><p><img src=\"https://static.tigerbbs.com/838ad34a6ddef0058d83ea7f46ee35ec\" tg-width=\"635\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>Risks with Alibaba</b></p><p>The real risk for Alibaba is represented by the enormous power China&#39;s anti-trust agencies have. While recent fines were not really damaging financially, a new crackdown can always occur. Authorities also have the power to decide what will happen to Alibaba-owned Ant Group, which owns the world’s largest mobile payment platform.</p><p>Regarding commercial risks, I believe a massive new lockdown campaign could set back Alibaba&#39;s recovery as well as the recovery of the Chinese economy. What would change my opinion about Alibaba is if the company were to see a dramatic slowdown in its core businesses or was forced by regulators to sell off company assets.</p><p><b>Final thoughts</b></p><p>The Chinese economy has been weighed down by widespread COVID-19 lockdowns in the first half of 2022 which took a toll on the Chinese economy as well as on Alibaba’s top line growth. New fines imposed on Alibaba last week didn’t help sentiment.</p><p>But as China’s economy emerges from its lockdown state, a powerful economic force could be unleashed that finds its outlet in higher consumer spending and stronger e-Commerce sales for Alibaba. Since earnings estimates have trended down hard in the last couple of months and because predictions for FQ1’23 are low, Alibaba is a buy heading into earnings. I believe the Alibaba dragon will soon awaken from its sleep and shares could be pushed into a new up-leg!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Dragon Is Set To Awake Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Dragon Is Set To Awake Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.After the announcement of new ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">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://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128013391","content_text":"SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.After the announcement of new fines, shares of Alibaba plunged 15%.However, Alibaba's e-Commerce performance going forward may be better than expected as COVID-19 lockdowns get gradually lifted.Certain segments in Alibaba’s domestic e-Commerce business, like direct sales and wholesale, are still seeing growth momentum.Alibaba remains massively undervalued based on the growth prospects in China's e-Commerce market.Andrew BurtonIt is difficult to make the case for investing in Alibaba (NYSE:BABA) given the headlines of the last year or so: Government crackdowns and a slowing e-Commerce business have driven shares of Alibaba into a long-term down-trend. Justlast week, Alibaba and Tencent (OTCPK:TCEHY) were fined for violations of disclosure regulations by China’s anti-monopoly agency which drove a new sell-off in shares of Chinese tech companies.I last analysed Alibaba in May. I added to my pile of Alibaba’s shares, however, and expect the e-Commerce company to submit a strong earnings card for FQ1’23 in August.New round of fines for large Chinese tech companiesLast week, China’s anti-trust regulators reminded investors once again that Chinese companies remain in their cross hairs when they fined Alibaba and Tencent for violations of disclosure rules. The State Administration for Market Regulation/SAMR, which is China’s anti-monopoly agency tasked with overseeing mergers and acquisition deals, said that 28 deals violated its disclosure rules, including five from Alibaba, 12 from Tencent and 4 from Didi Global (OTCPK:DIDIY). Fines for reported disclosure violations were 500,000 yuan (US$74,600) per case which is the maximum amount the State Administration for Market regulation can impose. Alibaba was also fined for its investment in Youku Tudou, a video streaming platform into which Alibaba invested $1.2B back in 2014. After the transaction, Youku Tudou became a subsidiary of Alibaba Group Holding Limited.After new fines on Chinese tech companies were disclosed to the public, shares of the affected companies plunged with Alibaba crashing the most. This sell-off creates a new buying opportunity for investors that like to focus more on the fundamentals of the businesses in question instead of the latest regulatory actions.While the absolute USD amount of the imposed fines is negligible, it shows that the anti-monopoly agency continues to review Alibaba’s past acquisitions and new fines remain a risk going forward. However, the new down-leg in Alibaba’s shares creates a new opportunity to buy Alibaba as the company will soon report earnings for its first fiscal quarter in FY 2023.Alibaba will submit its earnings card for FQ1’23 in August and the company could do better than expected. This is because earnings expectations are very, very low which creates a low bar for Alibaba. Earnings estimates have been lowered seven times in the last 90 days and the market currently only expects $1.57 in EPS, implying a 39% year over year decline.Seeking AlphaWhy Alibaba's Commerce performance may be set to improveChina’s economic activity has slowed down in the first half of the year, largely because of new COVID-19 lockdowns that suppressed commerce. Strict lockdown measures greatly affected the economy: it grew at only 2.5% in the first six months of the year which is a weak growth rate for a country that until the pandemic grew at rates of about 6% annually.I believe, however, as the Chinese economy emerges from its lockdown state, that Alibaba’s overall financial performance is set to improve. While the slowdown in the economy will take time to gain momentum, stronger economic growth and an improving outlook for consumer spending could drive Alibaba’s e-Commerce results going forward.While COVID-19 lockdowns hurt China’s economic performance in the short term, and Alibaba’s sales, the long term outlook for China’s e-Commerce market is extremely positive: China's retail e-Commerce sales are expected to more than double from FY 2019 levels to $3.8T by FY 2025.eMarketerE-Commerce sales in China contribute 69% of Alibaba’s total sales, so no market is more important to Alibaba's growth prospects than China. Alibaba has seen a serious slowdown in e-Commerce growth rates in the last quarter --- Alibaba's domestic and international e-Commerce businesses saw only 8% and 7% year over year revenue growth -- but this trend could reverse in the second half of the year if China gets a grip on its COVID-19 situation and releases large city populations in Beijing and Shanghai out of COVID lockdowns.AlibabaBut even within the challenged domestic e-Commerce segment, there are bright spots for Alibaba. Direct sales and China’s e-Commerce wholesale business still have momentum and grew their top lines at 14% and 30% year over year in FQ4’21, chiefly because of the roll-out of value-added services and higher revenues from Alibaba-owned business-to-consumer brands like Freshippo and Tmall Supermarket.AlibabaAlibaba's valuation got another discount last weekIt is hard to argue with Alibaba’s low valuation: the company appears undervalued by every metric in the book, but of course there have been good reasons for that. Because of the recent crackdown on big Chinese companies, valuation ratios for Alibaba have further improved.Shares of Alibaba now sell for 11.7 X earnings and 1.8 X sales (FY 2023), indicating that Alibaba remains significantly undervalued given the e-Commerce opportunity in China.Risks with AlibabaThe real risk for Alibaba is represented by the enormous power China's anti-trust agencies have. While recent fines were not really damaging financially, a new crackdown can always occur. Authorities also have the power to decide what will happen to Alibaba-owned Ant Group, which owns the world’s largest mobile payment platform.Regarding commercial risks, I believe a massive new lockdown campaign could set back Alibaba's recovery as well as the recovery of the Chinese economy. What would change my opinion about Alibaba is if the company were to see a dramatic slowdown in its core businesses or was forced by regulators to sell off company assets.Final thoughtsThe Chinese economy has been weighed down by widespread COVID-19 lockdowns in the first half of 2022 which took a toll on the Chinese economy as well as on Alibaba’s top line growth. New fines imposed on Alibaba last week didn’t help sentiment.But as China’s economy emerges from its lockdown state, a powerful economic force could be unleashed that finds its outlet in higher consumer spending and stronger e-Commerce sales for Alibaba. Since earnings estimates have trended down hard in the last couple of months and because predictions for FQ1’23 are low, Alibaba is a buy heading into earnings. I believe the Alibaba dragon will soon awaken from its sleep and shares could be pushed into a new up-leg!","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094907244,"gmtCreate":1645036300239,"gmtModify":1676533989226,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Waiting for you 🤗","listText":"Waiting for you 🤗","text":"Waiting for you 🤗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094907244","repostId":"1108282943","repostType":4,"repost":{"id":"1108282943","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":1645003624,"share":"https://ttm.financial/m/news/1108282943?lang=&edition=fundamental","pubTime":"2022-02-16 17:27","market":"us","language":"en","title":"What You Need to Know Before Alibaba's Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1108282943","media":"Tiger Newspress","summary":"Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.An","content":"<html><head></head><body><p>Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.</p><p><b>Analyst</b> <b>Opinion</b></p><p>Analysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.</p><p>The estimated sales figure would mark 13% growth from the December quarter of 2020.</p><p>Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.</p><p><b>Factors to Consider</b></p><p>Alibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.</p><p>New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.</p><p>The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.</p><p>The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.</p><p>Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.</p><p>A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.</p><p>In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.</p><p>However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.</p><p><b>4 Numbers to Watch</b></p><p>Gross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.</p><p>Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.</p><p>International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.</p><p>Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.</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>What You Need to Know Before Alibaba's Q3 Earnings</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\">\nWhat You Need to Know Before Alibaba's Q3 Earnings\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\">2022-02-16 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.</p><p><b>Analyst</b> <b>Opinion</b></p><p>Analysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.</p><p>The estimated sales figure would mark 13% growth from the December quarter of 2020.</p><p>Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.</p><p><b>Factors to Consider</b></p><p>Alibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.</p><p>New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.</p><p>The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.</p><p>The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.</p><p>Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.</p><p>A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.</p><p>In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.</p><p>However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.</p><p><b>4 Numbers to Watch</b></p><p>Gross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.</p><p>Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.</p><p>International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.</p><p>Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.</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":"1108282943","content_text":"Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.Analyst OpinionAnalysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.The estimated sales figure would mark 13% growth from the December quarter of 2020.Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.Factors to ConsiderAlibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.4 Numbers to WatchGross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951695612,"gmtCreate":1673461829636,"gmtModify":1676538841127,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Good if it come true","listText":"Good if it come true","text":"Good if it come true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951695612","repostId":"1184006474","repostType":4,"repost":{"id":"1184006474","kind":"news","pubTimestamp":1673443754,"share":"https://ttm.financial/m/news/1184006474?lang=&edition=fundamental","pubTime":"2023-01-11 21:29","market":"us","language":"en","title":"Tesla Nears Preliminary Deal for Indonesia Electric Car Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=1184006474","media":"Bloomberg","summary":"The nation is a tough market due to access to inexpensive carsIndonesia plant would be Tesla’s third","content":"<html><head></head><body><ul><li>The nation is a tough market due to access to inexpensive cars</li><li>Indonesia plant would be Tesla’s third facility outside US</li></ul><p>Tesla Inc.is close to sealing a preliminary deal to set up a factory in Indonesia, according to people familiar with the matter, as Elon Musk’s electric vehicle pioneer looks to capitalize on the Southeast Asian nation’s reserves of key battery metals.</p><p>The plant would produce as many as 1 million cars a year, the people said, in line with Tesla’s ambition to have all its factories globally reach that capacity. The discussions include plans around multiple facilities in the country, serving different functions across production and the supply chain, one of the people said. A deal hasn’t been signed and the agreement could still fall through, said the people, asking not to be identified as the talks are confidential.</p><p>More fromBloombergHyperdriveElon Musk’s Tesla Hype Machine Breaks DownMaruti Suzuki Goes Bigger With First Electric SUV to Debut 2025Foreign Carmakers Muscle In on India’s EV Market at Top Car ShowMercedes Enters the Fray for Electric-Vehicle Charging Spots</p><p>Musk and representatives for Tesla didn’t immediately respond to an email seeking comment. Indonesian Investment Minister Bahlil Lahadalia said talks with Tesla are being led by the coordinating ministry for maritime affairs and investment when asked about the potential deal on Wednesday. A representative for the ministry didn’t immediately respond to requests for comment.</p><p>Indonesia has long courted Tesla, last year striking a $5 billionnickel supplyagreement with the carmaker. In an interview in August with Bloomberg News, President Joko Widodo said the country wants Tesla to make electric cars there, not just batteries, and is willing to take the time to convince Musk to see Indonesia as more than just a supplier of key resources.</p><p>An Indonesian factory would be Tesla’s third outside its home market in the US, joining facilities in Shanghai and a plant near Berlin. While Indonesia offers a gateway to Southeast Asia’s 675 million consumers, it’s a tough market for global automakers, givenaffordable cars— usually priced below $20,000 — make up the bulk of sales.</p><p>In China, Tesla earlier this month cut the starting price for it locally built Model Y sport utility vehicle to a new low of 259,900 yuan ($38,360) from 288,900 yuan — about 40% less than the most basic Model Y available in the US. That came after the company deliveredfewer vehiclesthan expected last quarter and missed its goal of 50% annual sales growth.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Nears Preliminary Deal for Indonesia Electric Car Plant</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 Nears Preliminary Deal for Indonesia Electric Car Plant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-11/tesla-nears-preliminary-deal-for-indonesia-electric-car-plant?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The nation is a tough market due to access to inexpensive carsIndonesia plant would be Tesla’s third facility outside USTesla Inc.is close to sealing a preliminary deal to set up a factory in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-11/tesla-nears-preliminary-deal-for-indonesia-electric-car-plant?srnd=premium\">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.bloomberg.com/news/articles/2023-01-11/tesla-nears-preliminary-deal-for-indonesia-electric-car-plant?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184006474","content_text":"The nation is a tough market due to access to inexpensive carsIndonesia plant would be Tesla’s third facility outside USTesla Inc.is close to sealing a preliminary deal to set up a factory in Indonesia, according to people familiar with the matter, as Elon Musk’s electric vehicle pioneer looks to capitalize on the Southeast Asian nation’s reserves of key battery metals.The plant would produce as many as 1 million cars a year, the people said, in line with Tesla’s ambition to have all its factories globally reach that capacity. The discussions include plans around multiple facilities in the country, serving different functions across production and the supply chain, one of the people said. A deal hasn’t been signed and the agreement could still fall through, said the people, asking not to be identified as the talks are confidential.More fromBloombergHyperdriveElon Musk’s Tesla Hype Machine Breaks DownMaruti Suzuki Goes Bigger With First Electric SUV to Debut 2025Foreign Carmakers Muscle In on India’s EV Market at Top Car ShowMercedes Enters the Fray for Electric-Vehicle Charging SpotsMusk and representatives for Tesla didn’t immediately respond to an email seeking comment. Indonesian Investment Minister Bahlil Lahadalia said talks with Tesla are being led by the coordinating ministry for maritime affairs and investment when asked about the potential deal on Wednesday. A representative for the ministry didn’t immediately respond to requests for comment.Indonesia has long courted Tesla, last year striking a $5 billionnickel supplyagreement with the carmaker. In an interview in August with Bloomberg News, President Joko Widodo said the country wants Tesla to make electric cars there, not just batteries, and is willing to take the time to convince Musk to see Indonesia as more than just a supplier of key resources.An Indonesian factory would be Tesla’s third outside its home market in the US, joining facilities in Shanghai and a plant near Berlin. While Indonesia offers a gateway to Southeast Asia’s 675 million consumers, it’s a tough market for global automakers, givenaffordable cars— usually priced below $20,000 — make up the bulk of sales.In China, Tesla earlier this month cut the starting price for it locally built Model Y sport utility vehicle to a new low of 259,900 yuan ($38,360) from 288,900 yuan — about 40% less than the most basic Model Y available in the US. That came after the company deliveredfewer vehiclesthan expected last quarter and missed its goal of 50% annual sales growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927803965,"gmtCreate":1672440779358,"gmtModify":1676538691023,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Worst year&nbsp;[Happy]&nbsp;","listText":"Worst year&nbsp;[Happy]&nbsp;","text":"Worst year [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927803965","repostId":"1194954285","repostType":4,"repost":{"id":"1194954285","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":1672410631,"share":"https://ttm.financial/m/news/1194954285?lang=&edition=fundamental","pubTime":"2022-12-30 22:30","market":"us","language":"en","title":"Stocks Fall in 2022′s Final Trading Session As Wall Street Wraps up Worst Year Since 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=1194954285","media":"Tiger Newspress","summary":"Stocks fell on Friday as investors made their final trades in the worst year for the market since 20","content":"<html><head></head><body><p>Stocks fell on Friday as investors made their final trades in the worst year for the market since 2008.</p><p>The Dow Jones Industrial Average slipped 168 points, or 0.5%. The S&amp;P 500 shed 0.7%, while the Nasdaq Composite dropped 1.1%.</p><p>Friday marks the final day of trading of what’s been a painful year for stocks. A volatile bear market, sticky inflation, and aggressive rate hikes from the Federal Reserve battered growth and technology stocks. These factors also weighed on investor sentiment.</p><p>All three of the major averages are marching toward their worst year since 2008, slated to snap a three-year win streak. The Dow fared the best of the indexes in 2022, down 8.58%, while the S&amp;P and tech-heavy Nasdaq tumbled 19.24% and 33.03%, respectively.</p><p>As the calendar year turns the corner, some investors think the pain is far from over, and expect the bear market to persist until a recession hits or the Fed pivots. Some also project stocks will hit new lows.</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>Stocks Fall in 2022′s Final Trading Session As Wall Street Wraps up Worst Year Since 2008</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Fall in 2022′s Final Trading Session As Wall Street Wraps up Worst Year Since 2008\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\">2022-12-30 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell on Friday as investors made their final trades in the worst year for the market since 2008.</p><p>The Dow Jones Industrial Average slipped 168 points, or 0.5%. The S&amp;P 500 shed 0.7%, while the Nasdaq Composite dropped 1.1%.</p><p>Friday marks the final day of trading of what’s been a painful year for stocks. A volatile bear market, sticky inflation, and aggressive rate hikes from the Federal Reserve battered growth and technology stocks. These factors also weighed on investor sentiment.</p><p>All three of the major averages are marching toward their worst year since 2008, slated to snap a three-year win streak. The Dow fared the best of the indexes in 2022, down 8.58%, while the S&amp;P and tech-heavy Nasdaq tumbled 19.24% and 33.03%, respectively.</p><p>As the calendar year turns the corner, some investors think the pain is far from over, and expect the bear market to persist until a recession hits or the Fed pivots. Some also project stocks will hit new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194954285","content_text":"Stocks fell on Friday as investors made their final trades in the worst year for the market since 2008.The Dow Jones Industrial Average slipped 168 points, or 0.5%. The S&P 500 shed 0.7%, while the Nasdaq Composite dropped 1.1%.Friday marks the final day of trading of what’s been a painful year for stocks. A volatile bear market, sticky inflation, and aggressive rate hikes from the Federal Reserve battered growth and technology stocks. These factors also weighed on investor sentiment.All three of the major averages are marching toward their worst year since 2008, slated to snap a three-year win streak. The Dow fared the best of the indexes in 2022, down 8.58%, while the S&P and tech-heavy Nasdaq tumbled 19.24% and 33.03%, respectively.As the calendar year turns the corner, some investors think the pain is far from over, and expect the bear market to persist until a recession hits or the Fed pivots. Some also project stocks will hit new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926319552,"gmtCreate":1671464453976,"gmtModify":1676538540932,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Haha... Let's see if he really step down","listText":"Haha... Let's see if he really step down","text":"Haha... Let's see if he really step down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926319552","repostId":"2292289978","repostType":4,"repost":{"id":"2292289978","kind":"highlight","pubTimestamp":1671462939,"share":"https://ttm.financial/m/news/2292289978?lang=&edition=fundamental","pubTime":"2022-12-19 23:15","market":"us","language":"en","title":"Twitter Users Vote for Elon Musk to Step Down as CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2292289978","media":"Bloomberg","summary":"About 58% of the 17.5 million votes cast were in favor of exitMusk previously said he’d be CEO only ","content":"<html><head></head><body><ul><li>About 58% of the 17.5 million votes cast were in favor of exit</li><li>Musk previously said he’d be CEO only for a limited time</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/239f63a089373cade4074aa3c261a6b4\" tg-width=\"1000\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/><span>Elon MuskPhotographer: Brendan Smialowski/Getty Images</span></p><p>Twitter Inc. users voted for Elon Musk to step down from his role as head of the social platform in a poll the billionaire entrepreneur said he would respect, a sharp rebuke of his chaotic tenure less than two months since he took over.</p><p>About 58% of the 17.5 million votes cast were in favor of Musk stepping back from the leadership role.</p><p>If Musk heeds the results, it would mark the end of 53 chaotic days at the helm, which has involved dismissing top executives, eliminating roughly half of its employees and spooking advertisers.</p><p>Musk, who’s also chief executive officer of Tesla Inc. and Space Exploration Technologies Corp., has dedicated much of his time since acquiring Twitter on Oct. 27 to the social media service, drawing criticism for his abrupt policy changes and neglect of his other businesses. The stock of Tesla, his most valuable holding, has sunk by about a third since the acquisition.</p><p>It is not the first time Musk has put major corporate decisions to Twitter users. He conducted a poll of his followers on whether to reinstate Donald Trump’s Twitter account, and allowed him back the following day.</p><p>There is no clear replacement at Twitter, with almost all of the top rank executives having been fired or resigned over the past few months. Musk adding in later tweets that “No one wants the job who can actually keep Twitter alive. There is no successor,” and “and it has been in the fast lane to bankruptcy since May.”</p><p>The threat that Twitter might veer into financial difficulties has been constant during Musk’s tenure, who in his first address to Twitter employees in November said bankruptcy was a possibility if it doesn’t start generating more cash. The company has almost $13 billion of debt that’s now in the hands of seven Wall Street banks that have been unable to offload it to investors.</p><p><img src=\"https://static.tigerbbs.com/daabe3541fda86428655fdb31ab56fcb\" tg-width=\"831\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/></p><p>Musk had previously indicated that he’d only be in charge of Twitter for a limited time to complete the organizational overhaul he thought it needed to prosper, and hascomplainedof having “too much work” and sleeping at Twitter’s San Francisco office while enforcing his radical changes.</p><p>Tesla shares gained 4.8% in US premarket trading on Monday. Shares in the carmaker have slumped 57% this year amid concerns the chaotic takeover of Twitter has distracted Musk from the firm that propelled him to the richest person in the world — a title he lost last week to luxury titan Bernard Arnault.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Users Vote for Elon Musk to Step Down as CEO</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\">\nTwitter Users Vote for Elon Musk to Step Down as CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-19/twitter-users-vote-for-musk-to-step-down-as-chief-in-poll><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 58% of the 17.5 million votes cast were in favor of exitMusk previously said he’d be CEO only for a limited timeElon MuskPhotographer: Brendan Smialowski/Getty ImagesTwitter Inc. users voted for...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-19/twitter-users-vote-for-musk-to-step-down-as-chief-in-poll\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4099":"汽车制造商","TSLA":"特斯拉","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4516":"特朗普概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4508":"社交媒体","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-19/twitter-users-vote-for-musk-to-step-down-as-chief-in-poll","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292289978","content_text":"About 58% of the 17.5 million votes cast were in favor of exitMusk previously said he’d be CEO only for a limited timeElon MuskPhotographer: Brendan Smialowski/Getty ImagesTwitter Inc. users voted for Elon Musk to step down from his role as head of the social platform in a poll the billionaire entrepreneur said he would respect, a sharp rebuke of his chaotic tenure less than two months since he took over.About 58% of the 17.5 million votes cast were in favor of Musk stepping back from the leadership role.If Musk heeds the results, it would mark the end of 53 chaotic days at the helm, which has involved dismissing top executives, eliminating roughly half of its employees and spooking advertisers.Musk, who’s also chief executive officer of Tesla Inc. and Space Exploration Technologies Corp., has dedicated much of his time since acquiring Twitter on Oct. 27 to the social media service, drawing criticism for his abrupt policy changes and neglect of his other businesses. The stock of Tesla, his most valuable holding, has sunk by about a third since the acquisition.It is not the first time Musk has put major corporate decisions to Twitter users. He conducted a poll of his followers on whether to reinstate Donald Trump’s Twitter account, and allowed him back the following day.There is no clear replacement at Twitter, with almost all of the top rank executives having been fired or resigned over the past few months. Musk adding in later tweets that “No one wants the job who can actually keep Twitter alive. There is no successor,” and “and it has been in the fast lane to bankruptcy since May.”The threat that Twitter might veer into financial difficulties has been constant during Musk’s tenure, who in his first address to Twitter employees in November said bankruptcy was a possibility if it doesn’t start generating more cash. The company has almost $13 billion of debt that’s now in the hands of seven Wall Street banks that have been unable to offload it to investors.Musk had previously indicated that he’d only be in charge of Twitter for a limited time to complete the organizational overhaul he thought it needed to prosper, and hascomplainedof having “too much work” and sleeping at Twitter’s San Francisco office while enforcing his radical changes.Tesla shares gained 4.8% in US premarket trading on Monday. Shares in the carmaker have slumped 57% this year amid concerns the chaotic takeover of Twitter has distracted Musk from the firm that propelled him to the richest person in the world — a title he lost last week to luxury titan Bernard Arnault.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282873182318752,"gmtCreate":1710086801035,"gmtModify":1710086805628,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$ </a> woohoo","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$ </a> woohoo","text":"$Walt Disney(DIS)$ woohoo","images":[{"img":"https://community-static.tradeup.com/news/03f52cdd86e4003d216569b8ed06f79e","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282873182318752","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9959975845,"gmtCreate":1672888583288,"gmtModify":1676538754111,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"Long waited good news[Grin]&nbsp;","listText":"Long waited good news[Grin]&nbsp;","text":"Long waited good news[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959975845","repostId":"1139427647","repostType":4,"repost":{"id":"1139427647","kind":"news","pubTimestamp":1672877210,"share":"https://ttm.financial/m/news/1139427647?lang=&edition=fundamental","pubTime":"2023-01-05 08:06","market":"us","language":"en","title":"Why Did Alibaba Shares Climb 13% Wednesday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139427647","media":"Seekingalpha","summary":"Alibaba shares surged nearly 13% Wednesday as Chinese stocks on the whole rallied as Beijing gave th","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> shares surged nearly 13% Wednesday as Chinese stocks on the whole rallied as Beijing gave the approval to a massive capital increase to financial technology company Ant Group.</p><p><img src=\"https://static.tigerbbs.com/883bf68c960bc4d737e061697b1aeadc\" tg-width=\"838\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>Prior to the start of trading, China awarded Ant Group a $1.5B capital increase. The move was seen on Wall Street as a sign that China may be easing up on more than two years of regulatory crackdowns on many of the countries top tech companies.</p><p>And as Alibaba (BABA) owns about one-third of Ant Group, the Chinese e-commerce and Internet giant was expected to benefit from China&#39;s new financial policies toward some of its largest companies.</p><p>In addition to Alibaba (BABA), big gains also came from the likes of JD.com (JD), Tencent Holdings (OTCPK:TCEHY) and Baidu (BIDU), all of which ended the day in positive territory.</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 Climb 13% Wednesday?</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 Climb 13% Wednesday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3922152-while-did-alibaba-shares-climb-13-wednesday-its-because-of-ant-group><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba shares surged nearly 13% Wednesday as Chinese stocks on the whole rallied as Beijing gave the approval to a massive capital increase to financial technology company Ant Group.Prior to the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3922152-while-did-alibaba-shares-climb-13-wednesday-its-because-of-ant-group\">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://seekingalpha.com/news/3922152-while-did-alibaba-shares-climb-13-wednesday-its-because-of-ant-group","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1139427647","content_text":"Alibaba shares surged nearly 13% Wednesday as Chinese stocks on the whole rallied as Beijing gave the approval to a massive capital increase to financial technology company Ant Group.Prior to the start of trading, China awarded Ant Group a $1.5B capital increase. The move was seen on Wall Street as a sign that China may be easing up on more than two years of regulatory crackdowns on many of the countries top tech companies.And as Alibaba (BABA) owns about one-third of Ant Group, the Chinese e-commerce and Internet giant was expected to benefit from China's new financial policies toward some of its largest companies.In addition to Alibaba (BABA), big gains also came from the likes of JD.com (JD), Tencent Holdings (OTCPK:TCEHY) and Baidu (BIDU), all of which ended the day in positive territory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327097338261752,"gmtCreate":1720891265813,"gmtModify":1720891306744,"author":{"id":"4097512631161680","authorId":"4097512631161680","name":"Samcks99","avatar":"https://static.tigerbbs.com/16c06f3a689fa9d9ef9464e971c07c98","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097512631161680","authorIdStr":"4097512631161680"},"themes":[],"htmlText":"1000 days! So fast 😄&nbsp;","listText":"1000 days! So fast 😄&nbsp;","text":"1000 days! 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