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2022-07-29

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11:04","market":"us","language":"en","title":"Etsy Stock Draws Out Bull Notes On Quarterly Win","url":"https://stock-news.laohu8.com/highlight/detail?id=1111618348","media":"Barchart","summary":"Etsy Inc yesterday evening reported second-quarter earnings of 51 cents per share -- much higher tha","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/ETSY\">Etsy Inc</a> yesterday evening reported second-quarter earnings of 51 cents per share -- much higher than analysts&#39; estimates of 31 cents per share --  in addition to a revenue beat. As a result, the equity has attracted no less than five subsequent price-target hikes, including one from Jefferies to $125 from $115.</p><p>Analysts are mostly optimistic towards Etsy stock, with 12 of the 20 in question rating it a &#34;buy&#34; or better. Shorts have started to hit the exits, too, with short interest down 7.5% in the most recent period. However, the 16.11 million shares sold short still account for 12.8% of ETSY&#39;s available float.</p><p>A shift in the options pits could keep recent tailwinds blowing for the security. This is per ETSY&#39;s Schaeffer&#39;s put/call open interest ratio (SOIR) of 1.89, which is higher than 98% of annual readings, suggesting these short-term options traders have rarely been more put-biased.</p><p>It&#39;s also worth noting the equity&#39;s Volatility Scorecard (VS) sits at a 88 out of 100. This means ETSY has exceeded option traders&#39; volatility expectations over the past year -- a good thing for options buyers.</p><p>Jefferies hiked the security&#39;s price target to $125 from $115.</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>Etsy Stock Draws Out Bull Notes On Quarterly Win</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\">\nEtsy Stock Draws Out Bull Notes On Quarterly Win\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/9371395/etsy-stock-draws-out-bull-notes-on-quarterly-win><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Etsy Inc yesterday evening reported second-quarter earnings of 51 cents per share -- much higher than analysts' estimates of 31 cents per share --  in addition to a revenue beat. As a result, the ...</p>\n\n<a href=\"https://www.barchart.com/story/news/9371395/etsy-stock-draws-out-bull-notes-on-quarterly-win\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc."},"source_url":"https://www.barchart.com/story/news/9371395/etsy-stock-draws-out-bull-notes-on-quarterly-win","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111618348","content_text":"Etsy Inc yesterday evening reported second-quarter earnings of 51 cents per share -- much higher than analysts' estimates of 31 cents per share --  in addition to a revenue beat. As a result, the equity has attracted no less than five subsequent price-target hikes, including one from Jefferies to $125 from $115.Analysts are mostly optimistic towards Etsy stock, with 12 of the 20 in question rating it a \"buy\" or better. Shorts have started to hit the exits, too, with short interest down 7.5% in the most recent period. However, the 16.11 million shares sold short still account for 12.8% of ETSY's available float.A shift in the options pits could keep recent tailwinds blowing for the security. This is per ETSY's Schaeffer's put/call open interest ratio (SOIR) of 1.89, which is higher than 98% of annual readings, suggesting these short-term options traders have rarely been more put-biased.It's also worth noting the equity's Volatility Scorecard (VS) sits at a 88 out of 100. This means ETSY has exceeded option traders' volatility expectations over the past year -- a good thing for options buyers.Jefferies hiked the security's price target to $125 from $115.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900279106,"gmtCreate":1658719950405,"gmtModify":1676536197470,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900279106","repostId":"2253772818","repostType":2,"repost":{"id":"2253772818","pubTimestamp":1658719518,"share":"https://ttm.financial/m/news/2253772818?lang=&edition=fundamental","pubTime":"2022-07-25 11:25","market":"us","language":"en","title":"How to Invest Like Warren Buffett During a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2253772818","media":"CNN Business","summary":"New York (CNN Business)- Between 2020 and 2022, stocks shot toward the moon. This year, they've been","content":"<html><head></head><body><p><b>New York (CNN Business)-</b> Between 2020 and 2022, stocks shot toward the moon. This year, they&#39;ve been jettisoned back to Earth.</p><p>The S&amp;P 500  (INX) is down about 18% year-to-date, inflation rates are at 40-year highs, geopolitical chaos abounds and a recession is looming. The easy-money environment that many investors grew accustomed to over the past 13 years is in the rear view mirror.</p><p>Risky meme stock, SPAC and NFT bets have dried up, giving value stocks, with more stable near-term cash flows, the upper hand in today&#39;s fear-driven market.</p><p>The S&amp;P 500 Growth Index, which tracks stocks that have the best three-year growth in revenue and earnings per share, has fallen nearly 15% in the past year. The S&amp;P 500 Value Index, which tracks stocks with the best valuations, dropped by just 4.8% over the same period.</p><p>&#34;Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,&#34; Warren Buffett warned investors at his annual Berkshire Hathaway shareholder meeting in April. &#34;They don&#39;t make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.&#34;</p><p>The difference between gambling and investing, says the Oracle of Omaha, lies in understanding a company&#39;s fundamentals.</p><p>Technical analysis is based largely on stock price and volume. Traders aren&#39;t trying to predict the future of a company. They don&#39;t look at the underlying business or the economy but instead use charts and identify patterns to predict where a stock is going.</p><p>Fundamental analysis occurs when an investor evaluates a company&#39;s financial position, performance, competition and the economy to determine its value, then purchases that stock when it&#39;s trading at a discount.</p><h3>The casino is open</h3><p>About 15% of all current US stock market investors say they began investing in 2020, according to a Schwab survey — and the majority who opened their first non-retirement investment account that year were under the age of 45 and had lower incomes than more seasoned investors.</p><p>Bolstered by an influx of pandemic stimulus money, about 20 million new investors poured their extra cash into the US stock market over the past two years, using Reddit and other online communities to promote narratives that sent shares of companies like GameStop soaring 100 times in price over a few months.</p><p>These stock rallies were largely based on technicals — a coordinated short squeeze — and not on whether companies were viable in the long-term. That indiscriminate buying helped turn Wall Street into a &#34;gambling parlor,&#34; Buffett said at his company&#39;s April meeting.Technical analysis is useful for short-term trading and for timing markets, while fundamental analysis is useful for long-term investing, which is less susceptible to the whims of the economy.</p><p>Over the long run, equities tend to outperform inflation and recover from downturns by a wide margin, but it&#39;s a marathon — not a sprint. Buffett is known to say that his favorite stock holding period is forever.</p><p>Fundamental analysis doesn&#39;t tell investors much about what will happen in the immediate future, but when it&#39;s time to hunker down and get through the hard times, fundamental investing is the way to go, analysts say.</p><h3>Trust yourself</h3><p>Investors aren&#39;t very good at predicting the future, said Steven Check, who runs the financial advisory firm Check Capital. They tend to overreact to immediate problems. &#34;The market is irrational in the short term, but it&#39;s always rational in the long term,&#34; Check said. Bubbles grow and burst but if you consider how a business will do over the next decade and then stick with it &#34;you&#39;ll eventually end up being rewarded,&#34; he said.</p><p>&#34;The stock market is the only store where when things go on sale, everyone runs out the door. You don&#39;t want to be one of those people,&#34; added Shawn Cruz, head trading strategist at TD Ameritrade. It&#39;s likely that companies with strong balance sheets, healthy cash balances and growing revenues are currently priced at a discount, he said. &#34;So if you have a long term focus and some specific names you&#39;re looking at, this is a good time to pick up some quality shares for your portfolio.&#34;</p><p>You don&#39;t have to be a stock picking guru, he added. Companies like Chase, Apple (AAPL), Amazon (AMZN) and Microsoft (MSFT) are still trading below their recent highs.</p><h3>Do the homework</h3><p>The good news for the lazier (<i>ahem</i>, busier) investors amongst us: Plenty of experts have already done the research for you and — for a small fee — you can gain easy access to it. But if you&#39;re going by Buffett&#39;s rules, it&#39;s important to do the work yourself and never invest in a business you don&#39;t understand.</p><p>A good place to start is by reading up on a prospective company. Look at who&#39;s managing the business, what it&#39;s promoting and how. Do you understand the product and do you think it has a place in the future economy? Ask yourself if you&#39;d rebuild this company from scratch if given the change, Check said.</p><p>Next, take a look at the company&#39;s financial statements, which are typically available on their websites. Evaluate their balance sheet. Do their profit-loss statements, cash flow statements, operating cost, revenue and expenses seem healthy? Has net profit been increasing over the past few years? Does the company&#39;s debt seem outlandish?</p><p>You&#39;ll also want to take a look at the broader economy and see how a company stacks up against its competitors You want to invest in businesses that stand out and have room for growth, especially in a crowded sector.</p><p>Finally, keep up to date. Your investment in a company doesn&#39;t end when a trade goes through. The economy evolves and your portfolio should as well.</p><p>Most importantly, don&#39;t be afraid to stop actively investing. &#34;In my view, for most people, the best thing to do is owning the S&amp;P 500 index fund,&#34; said Buffett at his 2020 shareholder meeting. &#34;There are huge amounts of money people pay for advice they really don&#39;t need.&#34;</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to Invest Like Warren Buffett During a Recession</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\">\nHow to Invest Like Warren Buffett During a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/07/21/investing/buffett-investing-recession/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)- Between 2020 and 2022, stocks shot toward the moon. This year, they've been jettisoned back to Earth.The S&P 500  (INX) is down about 18% year-to-date, inflation rates are at ...</p>\n\n<a href=\"https://edition.cnn.com/2022/07/21/investing/buffett-investing-recession/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://edition.cnn.com/2022/07/21/investing/buffett-investing-recession/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253772818","content_text":"New York (CNN Business)- Between 2020 and 2022, stocks shot toward the moon. This year, they've been jettisoned back to Earth.The S&P 500  (INX) is down about 18% year-to-date, inflation rates are at 40-year highs, geopolitical chaos abounds and a recession is looming. The easy-money environment that many investors grew accustomed to over the past 13 years is in the rear view mirror.Risky meme stock, SPAC and NFT bets have dried up, giving value stocks, with more stable near-term cash flows, the upper hand in today's fear-driven market.The S&P 500 Growth Index, which tracks stocks that have the best three-year growth in revenue and earnings per share, has fallen nearly 15% in the past year. The S&P 500 Value Index, which tracks stocks with the best valuations, dropped by just 4.8% over the same period.\"Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,\" Warren Buffett warned investors at his annual Berkshire Hathaway shareholder meeting in April. \"They don't make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.\"The difference between gambling and investing, says the Oracle of Omaha, lies in understanding a company's fundamentals.Technical analysis is based largely on stock price and volume. Traders aren't trying to predict the future of a company. They don't look at the underlying business or the economy but instead use charts and identify patterns to predict where a stock is going.Fundamental analysis occurs when an investor evaluates a company's financial position, performance, competition and the economy to determine its value, then purchases that stock when it's trading at a discount.The casino is openAbout 15% of all current US stock market investors say they began investing in 2020, according to a Schwab survey — and the majority who opened their first non-retirement investment account that year were under the age of 45 and had lower incomes than more seasoned investors.Bolstered by an influx of pandemic stimulus money, about 20 million new investors poured their extra cash into the US stock market over the past two years, using Reddit and other online communities to promote narratives that sent shares of companies like GameStop soaring 100 times in price over a few months.These stock rallies were largely based on technicals — a coordinated short squeeze — and not on whether companies were viable in the long-term. That indiscriminate buying helped turn Wall Street into a \"gambling parlor,\" Buffett said at his company's April meeting.Technical analysis is useful for short-term trading and for timing markets, while fundamental analysis is useful for long-term investing, which is less susceptible to the whims of the economy.Over the long run, equities tend to outperform inflation and recover from downturns by a wide margin, but it's a marathon — not a sprint. Buffett is known to say that his favorite stock holding period is forever.Fundamental analysis doesn't tell investors much about what will happen in the immediate future, but when it's time to hunker down and get through the hard times, fundamental investing is the way to go, analysts say.Trust yourselfInvestors aren't very good at predicting the future, said Steven Check, who runs the financial advisory firm Check Capital. They tend to overreact to immediate problems. \"The market is irrational in the short term, but it's always rational in the long term,\" Check said. Bubbles grow and burst but if you consider how a business will do over the next decade and then stick with it \"you'll eventually end up being rewarded,\" he said.\"The stock market is the only store where when things go on sale, everyone runs out the door. You don't want to be one of those people,\" added Shawn Cruz, head trading strategist at TD Ameritrade. It's likely that companies with strong balance sheets, healthy cash balances and growing revenues are currently priced at a discount, he said. \"So if you have a long term focus and some specific names you're looking at, this is a good time to pick up some quality shares for your portfolio.\"You don't have to be a stock picking guru, he added. Companies like Chase, Apple (AAPL), Amazon (AMZN) and Microsoft (MSFT) are still trading below their recent highs.Do the homeworkThe good news for the lazier (ahem, busier) investors amongst us: Plenty of experts have already done the research for you and — for a small fee — you can gain easy access to it. But if you're going by Buffett's rules, it's important to do the work yourself and never invest in a business you don't understand.A good place to start is by reading up on a prospective company. Look at who's managing the business, what it's promoting and how. Do you understand the product and do you think it has a place in the future economy? Ask yourself if you'd rebuild this company from scratch if given the change, Check said.Next, take a look at the company's financial statements, which are typically available on their websites. Evaluate their balance sheet. Do their profit-loss statements, cash flow statements, operating cost, revenue and expenses seem healthy? Has net profit been increasing over the past few years? Does the company's debt seem outlandish?You'll also want to take a look at the broader economy and see how a company stacks up against its competitors You want to invest in businesses that stand out and have room for growth, especially in a crowded sector.Finally, keep up to date. Your investment in a company doesn't end when a trade goes through. The economy evolves and your portfolio should as well.Most importantly, don't be afraid to stop actively investing. \"In my view, for most people, the best thing to do is owning the S&P 500 index fund,\" said Buffett at his 2020 shareholder meeting. \"There are huge amounts of money people pay for advice they really don't need.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076395030,"gmtCreate":1657786555020,"gmtModify":1676536061945,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076395030","repostId":"1112343474","repostType":4,"repost":{"id":"1112343474","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657776995,"share":"https://ttm.financial/m/news/1112343474?lang=&edition=fundamental","pubTime":"2022-07-14 13:36","market":"us","language":"en","title":"TSMC's Q2 Profit up 76%, Beats Market Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1112343474","media":"Reuters","summary":"(Reuters) - Taiwanese chip maker TSMC posted a 76.4% rise in second-quarter net profit on Thursday o","content":"<html><head></head><body><p>(Reuters) - Taiwanese chip maker <a href=\"https://laohu8.com/S/TSM\">TSMC</a> posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major <a href=\"https://laohu8.com/S/AAPL\">Apple Inc </a> supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.</p><p>That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.</p><p>Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC&#39;s prior estimated range of $17.6 billion to $18.2 billion.</p><p>TSMC&#39;s profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.</p><p>The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a &#34;mega-trend&#34; in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.</p><p>The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.</p><p>Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).<img src=\"https://static.tigerbbs.com/3b5e8e38b287abf9b6c1650d957b8238\" tg-width=\"850\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's Q2 Profit up 76%, Beats Market Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's Q2 Profit up 76%, Beats Market Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-14 13:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Taiwanese chip maker <a href=\"https://laohu8.com/S/TSM\">TSMC</a> posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major <a href=\"https://laohu8.com/S/AAPL\">Apple Inc </a> supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.</p><p>That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.</p><p>Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC&#39;s prior estimated range of $17.6 billion to $18.2 billion.</p><p>TSMC&#39;s profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.</p><p>The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a &#34;mega-trend&#34; in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.</p><p>The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.</p><p>Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).<img src=\"https://static.tigerbbs.com/3b5e8e38b287abf9b6c1650d957b8238\" tg-width=\"850\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112343474","content_text":"(Reuters) - Taiwanese chip maker TSMC posted a 76.4% rise in second-quarter net profit on Thursday on sustained demand for semiconductors amid a continued global shortage.Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc  supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.That was ahead of the T$219.13 billion average of 19 analyst estimates compiled by Refinitiv.Revenue for the quarter climbed 36.6% to $18.16 billion, versus TSMC's prior estimated range of $17.6 billion to $18.2 billion.TSMC's profitability has been boosted by a global chip shortage that was sparked by a demand surge as people worked and studied from home at the height of the COVID-19 pandemic. The shortage has complicated or cut production at manufacturers of devices such as smartphones and laptops as well as vehicles.The Taiwanese firm, whose clients also include chip majors such as Qualcomm Inc (QCOM.O), has talked of a \"mega-trend\" in the industry brought about by demand for high-performance computing chips for 5G networks and artificial intelligence, as well as increased use of chips in gadgets and vehicles.The company has said its chip capacity would remain tight this year, amid a crunch that has kept order books full and allowed chipmakers to charge premium prices.Shares of TSMC have fallen about 23% so far this year, giving it a market value of $408.3 billion. The stock rose 1% on Thursday, compared with a 0.8% gain for the benchmark index (.TWII).","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048280651,"gmtCreate":1656211728373,"gmtModify":1676535785956,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048280651","repostId":"1176316604","repostType":2,"repost":{"id":"1176316604","pubTimestamp":1656201911,"share":"https://ttm.financial/m/news/1176316604?lang=&edition=fundamental","pubTime":"2022-06-26 08:05","market":"us","language":"en","title":"Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1176316604","media":"Motley Fool","summary":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider inves","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>While the market outlook is scary, it doesn&#39;t look as bad if you zoom out to a wider investing horizon.</li><li>Many stocks have reached record or near-term valuation lows.</li></ul><p>The market is giving investors great buying opportunities; it&#39;s time to take advantage.</p><p>With the market dipping into bear market territory (down 20% or more from its high), there&#39;s a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.</p><p>However, this is a mistake. Bear markets aren&#39;t uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.</p><p>I&#39;ve got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you&#39;re sure to thank yourself for later.</p><p>1. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.</p><p>While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It&#39;s a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.</p><p>Another hidden benefit here lies in Alphabet&#39;s $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.</p><p>2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia&#39;s data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.</p><p>With more businesses and consumer technologies moving to the cloud, Nvidia&#39;s data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, &#34;Our data center demand is strong and remains strong.&#34;</p><p>GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it&#39;s a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.</p><p>3. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></p><p>People were stuck inside their homes for two years and couldn&#39;t (or didn&#39;t want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019&#39;s pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.</p><p>Airbnb recently revamped its platform and now has many more options than the standard &#34;choose a location and date&#34; search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.</p><p>Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.</p><p>4. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></p><p>In Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company&#39;s vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.</p><p>MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn&#39;t even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.</p><p>5. <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p>Last but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company&#39;s network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.</p><p>Cybersecurity is an expense companies can&#39;t live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike&#39;s favor regardless of economic conditions.</p><p>The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.</p><p>However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.</p><p>In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year&#39;s total.</p><p>The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.</p><p>The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move</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\">\nGot $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","ABNB":"爱彼迎","MELI":"MercadoLibre","NVDA":"英伟达","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176316604","content_text":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving investors great buying opportunities; it's time to take advantage.With the market dipping into bear market territory (down 20% or more from its high), there's a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.However, this is a mistake. Bear markets aren't uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.I've got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you're sure to thank yourself for later.1. AlphabetAlphabet  is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It's a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.Another hidden benefit here lies in Alphabet's $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.2. NvidiaNvidia makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia's data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.With more businesses and consumer technologies moving to the cloud, Nvidia's data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, \"Our data center demand is strong and remains strong.\"GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it's a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.3. AirbnbPeople were stuck inside their homes for two years and couldn't (or didn't want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019's pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.Airbnb recently revamped its platform and now has many more options than the standard \"choose a location and date\" search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.4. MercadoLibreIn Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company's vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn't even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.5. CrowdStrikeLast but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company's network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.Cybersecurity is an expense companies can't live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike's favor regardless of economic conditions.The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year's total.The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053470214,"gmtCreate":1654578284038,"gmtModify":1676535472652,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053470214","repostId":"1156277271","repostType":4,"repost":{"id":"1156277271","pubTimestamp":1654561042,"share":"https://ttm.financial/m/news/1156277271?lang=&edition=fundamental","pubTime":"2022-06-07 08:17","market":"us","language":"en","title":"Amazon Stock Price Prediction After the Split: Where Will AMZN Go From Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156277271","media":"investorplace","summary":"Amazon(AMZN) has enacted its highly anticipated 20-for-1 stock split.AMZN stock is cheap at under $1","content":"<html><head></head><body><ul><li><b>Amazon</b>(<b><u>AMZN</u></b>) has enacted its highly anticipated 20-for-1 stock split.</li><li>AMZN stock is cheap at under $125 currently, but experts aren&#39;t worried.</li><li>Investors now have an opportunity to own shares before Amazon rises again.</li></ul><p><img src=\"https://static.tigerbbs.com/63172eb7ac4af60360c26572dd0f690c\" tg-width=\"1600\" tg-height=\"900\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Jonathan Weiss / Shutterstock.com</p><p>The summer of stock splits is off to a good start. Last Friday, <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) enacted its 20-for-1 stock split.</p><p>Currently, AMZN stock trades at just under $125 per share. That’s a much lower price from where it closed before the split. In fact, this is Amazon’slowest level in 25 years, although experts remain unworried. Each time shares of Amazon have split, they have come back stronger. Typically, stock splits are enacted to make shares of a given company more accessible for investors.</p><p><i>InvestorPlace</i>contributor Chris Tyler says buying Amazon stock is “anything but a split decision” now. But Tyler isn’t the only voice calling this a buying opportunity. One expert in particular is<i>quite bullish</i>on shares.</p><h2>AMZN Stock After the Split</h2><p>David Wagner is a portfolio manager atinvestment advisor firm Aptus Capital Advisors. Wagner is also an AMZN shareholder in Aptus exchange-traded funds (ETFs). Following the split, Wagner shared his insights in an email to<i>InvestorPlace</i>:</p><blockquote>“For arguably the first time in 20 years, Amazon has significant excess capacity, and we expect Retail margins to improve from recent lows as utilization scales. An uncertain consumer outlook adds risk, but with [e-commerce] at 15-20% penetration of Retail, y/y [e-commerce] growth trends likely bottoming, and the company seemingly cost focused from here, we see Amazon as well positioned for resumption of [e-commerce] penetration growth.”</blockquote><p>That isn’t the only positive mark Wagner sees for AMZN stock, either. “[T]his stock tends to outperform well when its harvesting instead of investing,” the analyst adds. “And right now, it’s finally harvesting.”</p><p>Wagner does note that stock splits aren’t a guaranteed magic pill to maximize returns for investors. However, he says that “splits lately have been a source of relative alpha.” The analyst and his firm continue to regard AMZN stock with favor, although Aptus would be willing to “pare back” if the share price grew to exceed $150.</p><h2>The Road Ahead for Amazon</h2><p>Stock splits don’t instantly create value for a company. However, they can certainly prove beneficial to investors.</p><p>Back in 2020, <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) announced a stock split,sending shares up 80%between the announcement and actual split date. That type of success has compelled Amazon and otherhigh-growth tech companies to split sharesas well.</p><p>AMZN stock may indeed reach $150 down the line. For now, though, shares are at a great price for small-scale investors looking to buy into the tech behemoth.</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>Amazon Stock Price Prediction After the Split: Where Will AMZN Go From Here?</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\">\nAmazon Stock Price Prediction After the Split: Where Will AMZN Go From Here?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/amazon-stock-price-prediction-after-the-split-where-will-amzn-go-from-here/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon(AMZN) has enacted its highly anticipated 20-for-1 stock split.AMZN stock is cheap at under $125 currently, but experts aren't worried.Investors now have an opportunity to own shares before ...</p>\n\n<a href=\"https://investorplace.com/2022/06/amazon-stock-price-prediction-after-the-split-where-will-amzn-go-from-here/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/06/amazon-stock-price-prediction-after-the-split-where-will-amzn-go-from-here/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156277271","content_text":"Amazon(AMZN) has enacted its highly anticipated 20-for-1 stock split.AMZN stock is cheap at under $125 currently, but experts aren't worried.Investors now have an opportunity to own shares before Amazon rises again.Source: Jonathan Weiss / Shutterstock.comThe summer of stock splits is off to a good start. Last Friday, Amazon(NASDAQ:AMZN) enacted its 20-for-1 stock split.Currently, AMZN stock trades at just under $125 per share. That’s a much lower price from where it closed before the split. In fact, this is Amazon’slowest level in 25 years, although experts remain unworried. Each time shares of Amazon have split, they have come back stronger. Typically, stock splits are enacted to make shares of a given company more accessible for investors.InvestorPlacecontributor Chris Tyler says buying Amazon stock is “anything but a split decision” now. But Tyler isn’t the only voice calling this a buying opportunity. One expert in particular isquite bullishon shares.AMZN Stock After the SplitDavid Wagner is a portfolio manager atinvestment advisor firm Aptus Capital Advisors. Wagner is also an AMZN shareholder in Aptus exchange-traded funds (ETFs). Following the split, Wagner shared his insights in an email toInvestorPlace:“For arguably the first time in 20 years, Amazon has significant excess capacity, and we expect Retail margins to improve from recent lows as utilization scales. An uncertain consumer outlook adds risk, but with [e-commerce] at 15-20% penetration of Retail, y/y [e-commerce] growth trends likely bottoming, and the company seemingly cost focused from here, we see Amazon as well positioned for resumption of [e-commerce] penetration growth.”That isn’t the only positive mark Wagner sees for AMZN stock, either. “[T]his stock tends to outperform well when its harvesting instead of investing,” the analyst adds. “And right now, it’s finally harvesting.”Wagner does note that stock splits aren’t a guaranteed magic pill to maximize returns for investors. However, he says that “splits lately have been a source of relative alpha.” The analyst and his firm continue to regard AMZN stock with favor, although Aptus would be willing to “pare back” if the share price grew to exceed $150.The Road Ahead for AmazonStock splits don’t instantly create value for a company. However, they can certainly prove beneficial to investors.Back in 2020, Tesla(NASDAQ:TSLA) announced a stock split,sending shares up 80%between the announcement and actual split date. That type of success has compelled Amazon and otherhigh-growth tech companies to split sharesas well.AMZN stock may indeed reach $150 down the line. For now, though, shares are at a great price for small-scale investors looking to buy into the tech behemoth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022594463,"gmtCreate":1653541603552,"gmtModify":1676535301735,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022594463","repostId":"2238592735","repostType":4,"repost":{"id":"2238592735","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653537045,"share":"https://ttm.financial/m/news/2238592735?lang=&edition=fundamental","pubTime":"2022-05-26 11:50","market":"us","language":"en","title":"Costco's Earnings Are Coming, Will It Remain a Winner Postpandemic?","url":"https://stock-news.laohu8.com/highlight/detail?id=2238592735","media":"Dow Jones","summary":"Costco Wholesale will report results after the close Thursday, and it's a chance for the discounter ","content":"<html><head></head><body><p>Costco Wholesale will report results after the close Thursday, and it&#39;s a chance for the discounter to show that it&#39;s held up better than peers amid a difficult earnings season for retail.</p><p>Analysts anticipate that <a href=\"https://laohu8.com/S/COST\">Costco</a> will earn $3.04 a share on revenue of $51.56 billion. That would be an increase from the year-ago period, when Costco earned $2.75 a share on revenue of $45.3 billion.</p><p>Indeed, Costco has been notching record results throughout the pandemic, as shoppers flocked to its value offerings and memberships climbed.</p><p>However the stock&#39;s winning streak has come under pressure of late, with Costco falling about 23% in the past month alone. That&#39;s largely in part because of recent results from companies like Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> which noted that some consumers at the lower end of the spectrum are feeling pinched by inflation.</p><p>That said, Costco tends to have core shoppers higher up the income scale than Walmart, and benefits from more value-conscious consumers. In addition, it&#39;s worth noting that Walmart&#39;s warehouse division, Sam&#39;s Club, saw strong same-store sales in its quarter.</p><p>However, Sam&#39;s Club did see its margins come under pressure due to rapidly rising fuel prices (given that it and other discounters are using gas as a loss leader to bring in customers), which could also impact Costco results.</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>Costco's Earnings Are Coming, Will It Remain a Winner Postpandemic?</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\">\nCostco's Earnings Are Coming, Will It Remain a Winner Postpandemic?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-26 11:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Costco Wholesale will report results after the close Thursday, and it&#39;s a chance for the discounter to show that it&#39;s held up better than peers amid a difficult earnings season for retail.</p><p>Analysts anticipate that <a href=\"https://laohu8.com/S/COST\">Costco</a> will earn $3.04 a share on revenue of $51.56 billion. That would be an increase from the year-ago period, when Costco earned $2.75 a share on revenue of $45.3 billion.</p><p>Indeed, Costco has been notching record results throughout the pandemic, as shoppers flocked to its value offerings and memberships climbed.</p><p>However the stock&#39;s winning streak has come under pressure of late, with Costco falling about 23% in the past month alone. That&#39;s largely in part because of recent results from companies like Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> which noted that some consumers at the lower end of the spectrum are feeling pinched by inflation.</p><p>That said, Costco tends to have core shoppers higher up the income scale than Walmart, and benefits from more value-conscious consumers. In addition, it&#39;s worth noting that Walmart&#39;s warehouse division, Sam&#39;s Club, saw strong same-store sales in its quarter.</p><p>However, Sam&#39;s Club did see its margins come under pressure due to rapidly rising fuel prices (given that it and other discounters are using gas as a loss leader to bring in customers), which could also impact Costco results.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238592735","content_text":"Costco Wholesale will report results after the close Thursday, and it's a chance for the discounter to show that it's held up better than peers amid a difficult earnings season for retail.Analysts anticipate that Costco will earn $3.04 a share on revenue of $51.56 billion. That would be an increase from the year-ago period, when Costco earned $2.75 a share on revenue of $45.3 billion.Indeed, Costco has been notching record results throughout the pandemic, as shoppers flocked to its value offerings and memberships climbed.However the stock's winning streak has come under pressure of late, with Costco falling about 23% in the past month alone. That's largely in part because of recent results from companies like Walmart $(WMT)$ which noted that some consumers at the lower end of the spectrum are feeling pinched by inflation.That said, Costco tends to have core shoppers higher up the income scale than Walmart, and benefits from more value-conscious consumers. In addition, it's worth noting that Walmart's warehouse division, Sam's Club, saw strong same-store sales in its quarter.However, Sam's Club did see its margins come under pressure due to rapidly rising fuel prices (given that it and other discounters are using gas as a loss leader to bring in customers), which could also impact Costco results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022594678,"gmtCreate":1653541575294,"gmtModify":1676535301576,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022594678","repostId":"2238544070","repostType":4,"repost":{"id":"2238544070","pubTimestamp":1653550746,"share":"https://ttm.financial/m/news/2238544070?lang=&edition=fundamental","pubTime":"2022-05-26 15:39","market":"us","language":"en","title":"Nvidia's Solid Quarter Is Overshadowed By a Light Guide, Setting up a Possible Buy on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2238544070","media":"Motley Fool","summary":"The semiconductor titan is dealing with some near-term macroeconomic challenges, but its long-term future remains bright.","content":"<html><head></head><body><h2>What happened<b> </b></h2><p>Shares of<b> <a href=\"https://laohu8.com/S/NVDA\">Nvidia </b></a> fell in after-hours trading on Thursday, as investors responded to the chipmaker&#39;s lower-than-expected guidance. Nvidia&#39;s stock price was down 6.82% after rising 5% earlier in the day.</p><p><img src=\"https://static.tigerbbs.com/523c9d2d07fb891dfbc5fb3a99c14788\" tg-width=\"866\" tg-height=\"679\" referrerpolicy=\"no-referrer\"/></p><h2>So what</h2><p>Nvidia&#39;s revenue soared 46% year over year to $8.29 billion in its fiscal 2023 third quarter, which ended on May 1. This impressive growth was fueled by an 83% surge in data center sales, to $3.75 billion, and a 31% increase in gaming revenue, to $3.62 billion.</p><p>&#34;We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,&#34; founder and CEO Jensen Huang said in a press release. &#34;The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt Nvidia for AI computing.&#34;</p><p>Despite supply chain disruptions that have plagued the tech sector, Nvidia was able to manage its costs effectively. Its adjusted gross margin actually rose by 90 basis points (1 basis point equals 0.01%) to 67.1%. This, combined with Nvidia&#39;s strong sales growth, helped its adjusted operating income grow by 55% to $3.96 million. Its adjusted earnings per share, in turn, increased 49% to $1.36.</p><h2>Now what</h2><p>Investors, however, appeared to focus more on Nvidia&#39;s financial forecast for its fiscal 2023 second quarter. Management guided for revenue of roughly $8.1 billion, which was below Wall Street&#39;s estimates of more than $8.5 billion.</p><p>Nvidia noted that war in Europe was likely to negatively affect its sales results by approximately $500 million. Still, Huang highlighted the company&#39;s promising slate of new offerings due out later this year, and he remains optimistic that powerful trends will continue to fuel Nvidia&#39;s long-term expansion. He said:</p><blockquote>We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU, and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact.</blockquote><p>Thus, patient, long-term-minded investors may wish to use the sell-off as an opportunity to buy the tech leader&#39;s shares at a discount.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Solid Quarter Is Overshadowed By a Light Guide, Setting up a Possible Buy on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Solid Quarter Is Overshadowed By a Light Guide, Setting up a Possible Buy on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 15:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/25/nvidia-stock-sank-after-hours-trading-today-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened Shares of Nvidia  fell in after-hours trading on Thursday, as investors responded to the chipmaker's lower-than-expected guidance. Nvidia's stock price was down 6.82% after rising 5% ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/25/nvidia-stock-sank-after-hours-trading-today-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/05/25/nvidia-stock-sank-after-hours-trading-today-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238544070","content_text":"What happened Shares of Nvidia  fell in after-hours trading on Thursday, as investors responded to the chipmaker's lower-than-expected guidance. Nvidia's stock price was down 6.82% after rising 5% earlier in the day.So whatNvidia's revenue soared 46% year over year to $8.29 billion in its fiscal 2023 third quarter, which ended on May 1. This impressive growth was fueled by an 83% surge in data center sales, to $3.75 billion, and a 31% increase in gaming revenue, to $3.62 billion.\"We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,\" founder and CEO Jensen Huang said in a press release. \"The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt Nvidia for AI computing.\"Despite supply chain disruptions that have plagued the tech sector, Nvidia was able to manage its costs effectively. Its adjusted gross margin actually rose by 90 basis points (1 basis point equals 0.01%) to 67.1%. This, combined with Nvidia's strong sales growth, helped its adjusted operating income grow by 55% to $3.96 million. Its adjusted earnings per share, in turn, increased 49% to $1.36.Now whatInvestors, however, appeared to focus more on Nvidia's financial forecast for its fiscal 2023 second quarter. Management guided for revenue of roughly $8.1 billion, which was below Wall Street's estimates of more than $8.5 billion.Nvidia noted that war in Europe was likely to negatively affect its sales results by approximately $500 million. Still, Huang highlighted the company's promising slate of new offerings due out later this year, and he remains optimistic that powerful trends will continue to fuel Nvidia's long-term expansion. He said:We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU, and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact.Thus, patient, long-term-minded investors may wish to use the sell-off as an opportunity to buy the tech leader's shares at a discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021184326,"gmtCreate":1653013175165,"gmtModify":1676535208444,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021184326","repostId":"1181397517","repostType":4,"repost":{"id":"1181397517","pubTimestamp":1653009955,"share":"https://ttm.financial/m/news/1181397517?lang=&edition=fundamental","pubTime":"2022-05-20 09:25","market":"us","language":"en","title":"Dear Amazon Stock Fans, Mark Your Calendars for May 25","url":"https://stock-news.laohu8.com/highlight/detail?id=1181397517","media":"InvestorPlace","summary":"The Amazon stock split may come as a buy sign for investors interested in the hard-hit company","content":"<html><head></head><body><ul><li><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) investors will have the chance to vote on a stock split on May 25</li><li>Its board of directors approved a 20-for-1 stock split earlier this month</li><li>AMZN stock has been falling since the company’s unfortunate earnings report last month</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56a691fc6108cda2e6fed16515d38f8d\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Mike Mareen / Shutterstock.com</span></p><p><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) stock is trading in the red today despite its anticipated stock split coming later this month. Shares closed down more than 7% as investors consider jumping back into the discounted stock ahead of its split.</p><p>On May 25, Amazon shareholders will have the chance to vote on the proposed 20-for-1 stock split. The split doesn’t have any direct affect on the stock’s value, or Amazon’s market capitalization, but rather divides each share of the company into 20 pieces. As such, using today’s price of $2,142.25 per share, each investor would hold 20 shares priced at $107.11.</p><p>The split may come as a benefit to the company by offering investors a cheaper price point to invest in the business. Rather than needing to shell out the full $2,000 for one share, traders can buy in at a smaller price point.</p><p>Should Amazon investors feel the move is prudent, the stock split will occur on June 3 of this year.</p><p>Stock splits have been increasingly popular among large-cap tech companies. <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) also recently announced a split this past February.</p><p>Given the company’s decline in share price recently, the chance to make Amazon stock a bit more appealing to traders seems like a strong opportunity for the company.</p><p><b>AMZN Stock Falls Near 2-Year Low as Market Declines</b></p><p>Amazon stock has seen better days in the market. Shares have plummeted in value since the company disclosed an apparent e-commerce slowdown in its recent earnings call on April 28.</p><p>Indeed in its fiscal first quarter, the company saw its operating cash flow drop more than 40%, alongside decreased operating income. Amazon also reported a net loss of $3.8 billion in the March quarter, its first quarterly loss since 2015. Like most companies falling at the moment, Amazon cited inflation, the pandemic, and war in Ukraine as the primary culprits behind the online retailer’s slowed growth.</p><p>Amazon investors will surely be waiting for May 25 to voice their thoughts on the proposed stock split.</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>Dear Amazon Stock Fans, Mark Your Calendars for May 25</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\">\nDear Amazon Stock Fans, Mark Your Calendars for May 25\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (NASDAQ:AMZN) investors will have the chance to vote on a stock split on May 25Its board of directors approved a 20-for-1 stock split earlier this monthAMZN stock has been falling since the ...</p>\n\n<a href=\"https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181397517","content_text":"Amazon (NASDAQ:AMZN) investors will have the chance to vote on a stock split on May 25Its board of directors approved a 20-for-1 stock split earlier this monthAMZN stock has been falling since the company’s unfortunate earnings report last monthSource: Mike Mareen / Shutterstock.comAmazon (NASDAQ:AMZN) stock is trading in the red today despite its anticipated stock split coming later this month. Shares closed down more than 7% as investors consider jumping back into the discounted stock ahead of its split.On May 25, Amazon shareholders will have the chance to vote on the proposed 20-for-1 stock split. The split doesn’t have any direct affect on the stock’s value, or Amazon’s market capitalization, but rather divides each share of the company into 20 pieces. As such, using today’s price of $2,142.25 per share, each investor would hold 20 shares priced at $107.11.The split may come as a benefit to the company by offering investors a cheaper price point to invest in the business. Rather than needing to shell out the full $2,000 for one share, traders can buy in at a smaller price point.Should Amazon investors feel the move is prudent, the stock split will occur on June 3 of this year.Stock splits have been increasingly popular among large-cap tech companies. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) also recently announced a split this past February.Given the company’s decline in share price recently, the chance to make Amazon stock a bit more appealing to traders seems like a strong opportunity for the company.AMZN Stock Falls Near 2-Year Low as Market DeclinesAmazon stock has seen better days in the market. Shares have plummeted in value since the company disclosed an apparent e-commerce slowdown in its recent earnings call on April 28.Indeed in its fiscal first quarter, the company saw its operating cash flow drop more than 40%, alongside decreased operating income. Amazon also reported a net loss of $3.8 billion in the March quarter, its first quarterly loss since 2015. Like most companies falling at the moment, Amazon cited inflation, the pandemic, and war in Ukraine as the primary culprits behind the online retailer’s slowed growth.Amazon investors will surely be waiting for May 25 to voice their thoughts on the proposed stock split.","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087707582,"gmtCreate":1651049173428,"gmtModify":1676534840734,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087707582","repostId":"1166652369","repostType":4,"repost":{"id":"1166652369","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":1651047070,"share":"https://ttm.financial/m/news/1166652369?lang=&edition=fundamental","pubTime":"2022-04-27 16:11","market":"us","language":"en","title":"Lucid Shares Rose 6% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1166652369","media":"Tiger Newspress","summary":"Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of ","content":"<html><head></head><body><p>Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.</p><p>Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.</p><p>Lucid shares rose 6% in premarket trading Wednesday following the announcement.</p><p><img src=\"https://static.tigerbbs.com/8750096a27879e7df6abceec3d05f261\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid&#39;s largest shareholder, with about a 61% stake in the company.</p><p>Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.</p><p>The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.</p><p>Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.</p><p>A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.</p><p>Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.</p><p>The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.</p><p>It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.</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>Lucid Shares Rose 6% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Shares Rose 6% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-27 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.</p><p>Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.</p><p>Lucid shares rose 6% in premarket trading Wednesday following the announcement.</p><p><img src=\"https://static.tigerbbs.com/8750096a27879e7df6abceec3d05f261\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid&#39;s largest shareholder, with about a 61% stake in the company.</p><p>Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.</p><p>The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.</p><p>Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.</p><p>A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.</p><p>Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.</p><p>The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.</p><p>It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166652369","content_text":"Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.Lucid shares rose 6% in premarket trading Wednesday following the announcement.The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid's largest shareholder, with about a 61% stake in the company.Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087546749,"gmtCreate":1651028128428,"gmtModify":1676534837382,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087546749","repostId":"2230348063","repostType":4,"repost":{"id":"2230348063","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1651025330,"share":"https://ttm.financial/m/news/2230348063?lang=&edition=fundamental","pubTime":"2022-04-27 10:08","market":"us","language":"en","title":"Lucid Says Saudi Arabia Will Purchase up to 100,000 Vehicles Over 10 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2230348063","media":"Reuters","summary":"(Reuters) - Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the go","content":"<html><head></head><body><p>(Reuters) - Electric carmaker <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.</p><p>Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.</p><p>Lucid shares rose 5.95% in extended trading following the announcement.</p><p><img src=\"https://static.tigerbbs.com/c39f4c56c68ab9bfaa9ec05e6d8c0035\" tg-width=\"943\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid&#39;s largest shareholder, with about a 61% stake in the company.</p><p>Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.</p><p>The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.</p><p>Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.</p><p>A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.</p><p>Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.</p><p>The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.</p><p>It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.</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>Lucid Says Saudi Arabia Will Purchase up to 100,000 Vehicles Over 10 Years</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\">\nLucid Says Saudi Arabia Will Purchase up to 100,000 Vehicles Over 10 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-27 10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Electric carmaker <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.</p><p>Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.</p><p>Lucid shares rose 5.95% in extended trading following the announcement.</p><p><img src=\"https://static.tigerbbs.com/c39f4c56c68ab9bfaa9ec05e6d8c0035\" tg-width=\"943\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid&#39;s largest shareholder, with about a 61% stake in the company.</p><p>Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.</p><p>The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.</p><p>Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.</p><p>A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.</p><p>Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.</p><p>The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.</p><p>It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4555":"新能源车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230348063","content_text":"(Reuters) - Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.Lucid shares rose 5.95% in extended trading following the announcement.The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid's largest shareholder, with about a 61% stake in the company.Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087546144,"gmtCreate":1651028037924,"gmtModify":1676534837374,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087546144","repostId":"2230482013","repostType":4,"repost":{"id":"2230482013","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":1651010008,"share":"https://ttm.financial/m/news/2230482013?lang=&edition=fundamental","pubTime":"2022-04-27 05:53","market":"us","language":"en","title":"Microsoft Beat Revenue Estimates on Cloud Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2230482013","media":"Tiger Newspress","summary":"Microsoft Corp beat Wall Street profit and revenue expectations, benefiting from demand for the soft","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> beat Wall Street profit and revenue expectations, benefiting from demand for the software giant&#39;s cloud-based services from the pandemic-triggered shift to hybrid work models.</p><p>The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.</p><p>Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.</p><p>Shares were up more than 6% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/1e5e90da81fa314716175941a51af772\" tg-width=\"931\" tg-height=\"670\" width=\"100%\" height=\"auto\"/></p><p>Individuals and organizations turned to Microsoft&#39;s diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.</p><p>Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That&#39;s also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. &#34;Strength in the commercial PC market drove Windows OEM revenue up 11%,&#34; he told Reuters.</p><p>The hybrid work trend is resulting in a continued strength for Microsoft&#39;s cloud services, including its flagship cloud offering Azure.</p><p>Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.</p><p>Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.</p><p>&#34;These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company&#39;s main growth driver,&#34; said Haris Anwar, senior analyst at Investing.com.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Beat Revenue Estimates on Cloud Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Beat Revenue Estimates on Cloud Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-27 05:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> beat Wall Street profit and revenue expectations, benefiting from demand for the software giant&#39;s cloud-based services from the pandemic-triggered shift to hybrid work models.</p><p>The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.</p><p>Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.</p><p>Shares were up more than 6% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/1e5e90da81fa314716175941a51af772\" tg-width=\"931\" tg-height=\"670\" width=\"100%\" height=\"auto\"/></p><p>Individuals and organizations turned to Microsoft&#39;s diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.</p><p>Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That&#39;s also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. &#34;Strength in the commercial PC market drove Windows OEM revenue up 11%,&#34; he told Reuters.</p><p>The hybrid work trend is resulting in a continued strength for Microsoft&#39;s cloud services, including its flagship cloud offering Azure.</p><p>Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.</p><p>Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.</p><p>&#34;These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company&#39;s main growth driver,&#34; said Haris Anwar, senior analyst at Investing.com.</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":"2230482013","content_text":"Microsoft Corp beat Wall Street profit and revenue expectations, benefiting from demand for the software giant's cloud-based services from the pandemic-triggered shift to hybrid work models.The company reported revenue of $49.36 billion in the third quarter, compared with $41.7 billion a year earlier. Analysts on average had expected revenue of $49.05 billion, according to Refinitiv IBES data.Net income rose to $16.73 billion, or $2.22 per share, in the quarter ended March 31, from $15.46 billion, or $2.03 per share, a year earlier. That topped analyst targets of $2.19.Shares were up more than 6% in after-hours trade.Individuals and organizations turned to Microsoft's diverse products, such as Outlook and Teams workplace messaging app, to communicate during the switch to working and learning from home, making the company a pandemic winner.Now as economies reopen, businesses are increasingly shifting to a hybrid model of allowing staff to alternatively work from office and home. That's also helping drive up revenue of Windows products, said Brett Iversen, general manager of investor relations. \"Strength in the commercial PC market drove Windows OEM revenue up 11%,\" he told Reuters.The hybrid work trend is resulting in a continued strength for Microsoft's cloud services, including its flagship cloud offering Azure.Third-quarter Azure annual growth of 46.0% was steady from the previous quarter and in line with estimates of 45.6% growth compiled by Visible Alpha. Still, Azure growth has showed a steady drop from fiscal 2020 when growth was in the 60% range.Iversen said that Azure Microsoft had better-than-expected growth in long-term Azure contracts, although he did not provide specific numbers.\"These numbers show that customers continue to turn to Microsoft as they accelerate their shift to cloud computing and the current unsettling economic environment has not yet impacted the company's main growth driver,\" said Haris Anwar, senior analyst at Investing.com.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082912206,"gmtCreate":1650509134770,"gmtModify":1676534741640,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Oops&nbsp;","listText":"Oops&nbsp;","text":"Oops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082912206","repostId":"2229927201","repostType":4,"repost":{"id":"2229927201","pubTimestamp":1650506738,"share":"https://ttm.financial/m/news/2229927201?lang=&edition=fundamental","pubTime":"2022-04-21 10:05","market":"us","language":"en","title":"Is Netflix Stock a Buy After Its Spectacular Fall From Grace?","url":"https://stock-news.laohu8.com/highlight/detail?id=2229927201","media":"Motley Fool","summary":"The streaming pioneer has lost favor with investors, but a complicated plot might obscure a fairy-tale ending.","content":"<html><head></head><body><p><b>Netflix</b> stock plunged in dramatic fashion on Wednesday, losing roughly a third of its value overnight. The catalyst that had investors running for the exits was news that the streaming pioneer actually <i>lost</i> subscribers during the first quarter, something that hasn&#39;t happened in more than 10 years.</p><p>Factoring in today&#39;s decline, Netflix is down more than 67% since November. Given its spectacular fall from grace, is Netflix stock a buy?</p><h2>It&#39;s complicated</h2><p>Like so many things, the answer isn&#39;t the same for every investor, but there are a number of factors that suggest Netflix still has plenty of growth ahead.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/641ce1a1b9c74413a2332c9af0bede96\" tg-width=\"700\" tg-height=\"482\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Management estimates password-sharing is taking place in more than 100 million households. While Netflix doesn&#39;t mind this within families, it plans to crack down on friends and exes, introducing paid-sharing plans. Additionally, recent supply chain issues have slowed adoption of smart TVs, which is temporarily weighing on subscriber growth.</p><p>Netflix plans to continue its focus on quality programming, with recent hits like <i>Squid Game</i>, <i>Bridgerton</i>, <i>Inventing Anna</i>, and <i>The Adam Project</i> as examples, as well as expanding its personalized local-language content to continue growing its international audience.</p><p>CFO Spencer Neumann cited several macro factors, including the war in Eastern Europe, inflation, and seasonality, as the biggest contributors to churn, though these issues should abate over time. Furthermore, Netflix shed 700,000 customers when it withdrew its service from Russia. If not for that, it would have added 500,000 subscribers.</p><p>One of the biggest revelations is that Netflix is, at long last, considering a lower-cost, ad-supported tier. Co-CEO Reed Hastings has long balked at the idea, but has had a change of heart, as evidenced by his comments during the company&#39;s conference call to discuss the results:</p><blockquote>One way to increase the price spread is advertising on low-end plans and to have lower prices with advertising. ... I&#39;ve been against the complexity of advertising and a big fan of the simplicity of subscription. But as much I&#39;m a fan of that, I&#39;m a bigger fan of consumer choice.</blockquote><p>The bottom line? There&#39;s no question the streaming pioneer will need to make some adjustments to its business and that won&#39;t happen overnight. But given the levers the company can pull to reaccelerate its growth and its success at reinventing itself over the years, I believe Netflix stock is a buy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Netflix Stock a Buy After Its Spectacular Fall From Grace?</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 Netflix Stock a Buy After Its Spectacular Fall From Grace?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/20/is-netflix-stock-a-buy-after-its-spectacular-fall/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix stock plunged in dramatic fashion on Wednesday, losing roughly a third of its value overnight. The catalyst that had investors running for the exits was news that the streaming pioneer ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/is-netflix-stock-a-buy-after-its-spectacular-fall/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","NFLX":"奈飞","BK4566":"资本集团","QNETCN":"纳斯达克中美互联网老虎指数","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2022/04/20/is-netflix-stock-a-buy-after-its-spectacular-fall/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229927201","content_text":"Netflix stock plunged in dramatic fashion on Wednesday, losing roughly a third of its value overnight. The catalyst that had investors running for the exits was news that the streaming pioneer actually lost subscribers during the first quarter, something that hasn't happened in more than 10 years.Factoring in today's decline, Netflix is down more than 67% since November. Given its spectacular fall from grace, is Netflix stock a buy?It's complicatedLike so many things, the answer isn't the same for every investor, but there are a number of factors that suggest Netflix still has plenty of growth ahead.Image source: Getty Images.Management estimates password-sharing is taking place in more than 100 million households. While Netflix doesn't mind this within families, it plans to crack down on friends and exes, introducing paid-sharing plans. Additionally, recent supply chain issues have slowed adoption of smart TVs, which is temporarily weighing on subscriber growth.Netflix plans to continue its focus on quality programming, with recent hits like Squid Game, Bridgerton, Inventing Anna, and The Adam Project as examples, as well as expanding its personalized local-language content to continue growing its international audience.CFO Spencer Neumann cited several macro factors, including the war in Eastern Europe, inflation, and seasonality, as the biggest contributors to churn, though these issues should abate over time. Furthermore, Netflix shed 700,000 customers when it withdrew its service from Russia. If not for that, it would have added 500,000 subscribers.One of the biggest revelations is that Netflix is, at long last, considering a lower-cost, ad-supported tier. Co-CEO Reed Hastings has long balked at the idea, but has had a change of heart, as evidenced by his comments during the company's conference call to discuss the results:One way to increase the price spread is advertising on low-end plans and to have lower prices with advertising. ... I've been against the complexity of advertising and a big fan of the simplicity of subscription. But as much I'm a fan of that, I'm a bigger fan of consumer choice.The bottom line? There's no question the streaming pioneer will need to make some adjustments to its business and that won't happen overnight. But given the levers the company can pull to reaccelerate its growth and its success at reinventing itself over the years, I believe Netflix stock is a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082916796,"gmtCreate":1650509085827,"gmtModify":1676534741631,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082916796","repostId":"2229763289","repostType":4,"repost":{"id":"2229763289","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1650495355,"share":"https://ttm.financial/m/news/2229763289?lang=&edition=fundamental","pubTime":"2022-04-21 06:55","market":"us","language":"en","title":"Tesla Posts Record Profit, Q1 Sales Jump 81% despite Supply-Chain Disruptions","url":"https://stock-news.laohu8.com/highlight/detail?id=2229763289","media":"Dow Jones","summary":"Tesla Inc. late Wednesday reported another record quarter of sales and profit, blowing past Wall Street estimates even though it said its factories continue to run below capacity due to supply-chain p","content":"<html><head></head><body><p>Tesla Inc. late Wednesday reported another record quarter of sales and profit, blowing past Wall Street estimates even though it said its factories continue to run below capacity due to supply-chain problems.</p><p>On a post-results call with investors, Chief Executive Elon Musk focused on some of the more futuristic endeavors for Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, such as promising a new &#34;robotaxi&#34; vehicle in two years, and kept mum about his proposal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. (TWTR).</p><p>Musk made a $43 billion bid for the social-media company last week</p><p>Tesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.</p><p>Adjusted for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items, the EV maker earned $3.22 a share.</p><p>Revenue rose 81% to $18.6 billion from $10.39 billion a year ago, thanks to higher average car prices and growth in vehicle sales, the company said.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $2.26 a share on sales of $17.85 billion.</p><p>The stock rallied near 5% after the results.</p><p><img src=\"https://static.tigerbbs.com/439374e4d6f664817a2b162131264a58\" tg-width=\"851\" tg-height=\"851\" width=\"100%\" height=\"auto\"/></p><p>&#34;I&#39;ve never been more optimistic and excited in terms of the future than I am right now,&#34; Musk said in the call. &#34;We are obviously not demand-limited, we are production-limited -- very much production-limited.&#34;</p><p>Musk reiterated that Tesla is working on a new vehicle, which will be a &#34;dedicated robotaxi&#34; that would be &#34;highly prioritized for autonomy,&#34; with no steering wheel or pedals and &#34;a number of other innovations,&#34; he said.</p><p>A robotaxi ride would be significantly cheaper per mile than a regular car ride and &#34;less than a bus ticket, a subsidized bus ticket or subsidized subway ticket,&#34; Musk said.</p><p>Tesla will achieve volume production of the vehicle in 2024, Musk said. He declined to give more details about the robotaxi, saying Tesla likely will hold an event to highlight the new vehicle next year.</p><p>Tesla&#39;s electric pickup, the Cybertruck, is on track for 2023, he said.</p><p>Tesla unexpectedly managed &#34;an impressive increase in revenue&#34; despite ongoing issues and &#34;even Musk&#39;s recent play for Twitter,&#34; Alyssa Altman at consultancy Publicis Sapient said.</p><p>With the two newer factories in Berlin and Austin, Texas, &#34;the company seems well positioned to compensate for reduced production capacity in the Far East due to the Shanghai lockdown,&#34; Altman said.</p><p>&#34;Tesla&#39;s surprises are common,&#34; but the way the company navigated inflationary pressures and supply-chain constraints was &#34;impressive,&#34; said Pedro Palandrani, an analyst at <a href=\"https://laohu8.com/S/EFFE\">Global X</a>. Palandrani highlighted auto gross margins at near 33%, up significantly from last year&#39;s 27%.</p><p>In the call, Musk said that Tesla&#39;s humanoid robot Optimus is a program that people don&#39;t pay enough attention to.</p><p>&#34;Optimus will be worth more than the car business and [Full Self Driving, Tesla&#39;s suite of advanced driver-assistance systems], that&#39;s my firm belief,&#34; Musk said.</p><p>In its letter to investors accompanying results, Tesla vowed to release FSD &#34;before the end of this year&#34; to all U.S. customers. A beta version of the suite has been available to some owners.</p><p>Tesla said in the letter that supply-chain problems and raw-material prices costs that recently have increased &#34;multiple-fold&#34; continue to weigh.</p><p>Factories have been running below capacity &#34;for several quarters as supply chain became the main limiting factor, which is likely to continue through the rest of 2022,&#34; the company said.</p><p>Tesla said that a spike in COVID-19 cases ended in a temporary shutdown of the Shanghai factory and of parts of the company&#39;s supply chain.</p><p>&#34;Although limited production has recently restarted, we continue to monitor the situation closely,&#34; the company said.</p><p>The ramp up in the newer factories also will depend on the supply-chain snags, Tesla said.</p><p>&#34;Factory ramps take time, and Gigafactory Austin and Gigafactory Berlin-Brandenburg will be no different.&#34;</p><p>Tesla stock has gained about 36% in the past 12 months, which compares with gains of about 8% for the S&amp;P 500 index .</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Posts Record Profit, Q1 Sales Jump 81% despite Supply-Chain Disruptions</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 Posts Record Profit, Q1 Sales Jump 81% despite Supply-Chain Disruptions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-04-21 06:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc. late Wednesday reported another record quarter of sales and profit, blowing past Wall Street estimates even though it said its factories continue to run below capacity due to supply-chain problems.</p><p>On a post-results call with investors, Chief Executive Elon Musk focused on some of the more futuristic endeavors for Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, such as promising a new &#34;robotaxi&#34; vehicle in two years, and kept mum about his proposal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. (TWTR).</p><p>Musk made a $43 billion bid for the social-media company last week</p><p>Tesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.</p><p>Adjusted for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items, the EV maker earned $3.22 a share.</p><p>Revenue rose 81% to $18.6 billion from $10.39 billion a year ago, thanks to higher average car prices and growth in vehicle sales, the company said.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $2.26 a share on sales of $17.85 billion.</p><p>The stock rallied near 5% after the results.</p><p><img src=\"https://static.tigerbbs.com/439374e4d6f664817a2b162131264a58\" tg-width=\"851\" tg-height=\"851\" width=\"100%\" height=\"auto\"/></p><p>&#34;I&#39;ve never been more optimistic and excited in terms of the future than I am right now,&#34; Musk said in the call. &#34;We are obviously not demand-limited, we are production-limited -- very much production-limited.&#34;</p><p>Musk reiterated that Tesla is working on a new vehicle, which will be a &#34;dedicated robotaxi&#34; that would be &#34;highly prioritized for autonomy,&#34; with no steering wheel or pedals and &#34;a number of other innovations,&#34; he said.</p><p>A robotaxi ride would be significantly cheaper per mile than a regular car ride and &#34;less than a bus ticket, a subsidized bus ticket or subsidized subway ticket,&#34; Musk said.</p><p>Tesla will achieve volume production of the vehicle in 2024, Musk said. He declined to give more details about the robotaxi, saying Tesla likely will hold an event to highlight the new vehicle next year.</p><p>Tesla&#39;s electric pickup, the Cybertruck, is on track for 2023, he said.</p><p>Tesla unexpectedly managed &#34;an impressive increase in revenue&#34; despite ongoing issues and &#34;even Musk&#39;s recent play for Twitter,&#34; Alyssa Altman at consultancy Publicis Sapient said.</p><p>With the two newer factories in Berlin and Austin, Texas, &#34;the company seems well positioned to compensate for reduced production capacity in the Far East due to the Shanghai lockdown,&#34; Altman said.</p><p>&#34;Tesla&#39;s surprises are common,&#34; but the way the company navigated inflationary pressures and supply-chain constraints was &#34;impressive,&#34; said Pedro Palandrani, an analyst at <a href=\"https://laohu8.com/S/EFFE\">Global X</a>. Palandrani highlighted auto gross margins at near 33%, up significantly from last year&#39;s 27%.</p><p>In the call, Musk said that Tesla&#39;s humanoid robot Optimus is a program that people don&#39;t pay enough attention to.</p><p>&#34;Optimus will be worth more than the car business and [Full Self Driving, Tesla&#39;s suite of advanced driver-assistance systems], that&#39;s my firm belief,&#34; Musk said.</p><p>In its letter to investors accompanying results, Tesla vowed to release FSD &#34;before the end of this year&#34; to all U.S. customers. A beta version of the suite has been available to some owners.</p><p>Tesla said in the letter that supply-chain problems and raw-material prices costs that recently have increased &#34;multiple-fold&#34; continue to weigh.</p><p>Factories have been running below capacity &#34;for several quarters as supply chain became the main limiting factor, which is likely to continue through the rest of 2022,&#34; the company said.</p><p>Tesla said that a spike in COVID-19 cases ended in a temporary shutdown of the Shanghai factory and of parts of the company&#39;s supply chain.</p><p>&#34;Although limited production has recently restarted, we continue to monitor the situation closely,&#34; the company said.</p><p>The ramp up in the newer factories also will depend on the supply-chain snags, Tesla said.</p><p>&#34;Factory ramps take time, and Gigafactory Austin and Gigafactory Berlin-Brandenburg will be no different.&#34;</p><p>Tesla stock has gained about 36% in the past 12 months, which compares with gains of about 8% for the S&amp;P 500 index .</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229763289","content_text":"Tesla Inc. late Wednesday reported another record quarter of sales and profit, blowing past Wall Street estimates even though it said its factories continue to run below capacity due to supply-chain problems.On a post-results call with investors, Chief Executive Elon Musk focused on some of the more futuristic endeavors for Tesla $(TSLA)$, such as promising a new \"robotaxi\" vehicle in two years, and kept mum about his proposal to buy Twitter Inc. (TWTR).Musk made a $43 billion bid for the social-media company last weekTesla said it earned $3.2 billion, or $2.86 a share, in the first quarter, compared with earnings of $438 million, or 39 cents a share, in the year-ago period.Adjusted for one-time items, the EV maker earned $3.22 a share.Revenue rose 81% to $18.6 billion from $10.39 billion a year ago, thanks to higher average car prices and growth in vehicle sales, the company said.Analysts polled by FactSet expected the company to report adjusted earnings of $2.26 a share on sales of $17.85 billion.The stock rallied near 5% after the results.\"I've never been more optimistic and excited in terms of the future than I am right now,\" Musk said in the call. \"We are obviously not demand-limited, we are production-limited -- very much production-limited.\"Musk reiterated that Tesla is working on a new vehicle, which will be a \"dedicated robotaxi\" that would be \"highly prioritized for autonomy,\" with no steering wheel or pedals and \"a number of other innovations,\" he said.A robotaxi ride would be significantly cheaper per mile than a regular car ride and \"less than a bus ticket, a subsidized bus ticket or subsidized subway ticket,\" Musk said.Tesla will achieve volume production of the vehicle in 2024, Musk said. He declined to give more details about the robotaxi, saying Tesla likely will hold an event to highlight the new vehicle next year.Tesla's electric pickup, the Cybertruck, is on track for 2023, he said.Tesla unexpectedly managed \"an impressive increase in revenue\" despite ongoing issues and \"even Musk's recent play for Twitter,\" Alyssa Altman at consultancy Publicis Sapient said.With the two newer factories in Berlin and Austin, Texas, \"the company seems well positioned to compensate for reduced production capacity in the Far East due to the Shanghai lockdown,\" Altman said.\"Tesla's surprises are common,\" but the way the company navigated inflationary pressures and supply-chain constraints was \"impressive,\" said Pedro Palandrani, an analyst at Global X. Palandrani highlighted auto gross margins at near 33%, up significantly from last year's 27%.In the call, Musk said that Tesla's humanoid robot Optimus is a program that people don't pay enough attention to.\"Optimus will be worth more than the car business and [Full Self Driving, Tesla's suite of advanced driver-assistance systems], that's my firm belief,\" Musk said.In its letter to investors accompanying results, Tesla vowed to release FSD \"before the end of this year\" to all U.S. customers. A beta version of the suite has been available to some owners.Tesla said in the letter that supply-chain problems and raw-material prices costs that recently have increased \"multiple-fold\" continue to weigh.Factories have been running below capacity \"for several quarters as supply chain became the main limiting factor, which is likely to continue through the rest of 2022,\" the company said.Tesla said that a spike in COVID-19 cases ended in a temporary shutdown of the Shanghai factory and of parts of the company's supply chain.\"Although limited production has recently restarted, we continue to monitor the situation closely,\" the company said.The ramp up in the newer factories also will depend on the supply-chain snags, Tesla said.\"Factory ramps take time, and Gigafactory Austin and Gigafactory Berlin-Brandenburg will be no different.\"Tesla stock has gained about 36% in the past 12 months, which compares with gains of about 8% for the S&P 500 index .","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088258820,"gmtCreate":1650353955432,"gmtModify":1676534703573,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088258820","repostId":"1167228649","repostType":4,"repost":{"id":"1167228649","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":1651112737,"share":"https://ttm.financial/m/news/1167228649?lang=&edition=fundamental","pubTime":"2022-04-28 10:25","market":"us","language":"en","title":"Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact","url":"https://stock-news.laohu8.com/highlight/detail?id=1167228649","media":"Tiger Newspress","summary":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</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>Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact</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\">\nAmazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-28 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167228649","content_text":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.Latest ResultsAmazon reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.Amazon Q1 GuidanceNet sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.Here's what to watch in Amazon's upcoming report:While Amazon doesn't provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.For context, last big holiday quarter, Amazon's revenue increased 9% year over year to $137.4 billion, near the high end of the company's guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.Last quarter's net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that's because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon's common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.Amazon Sales May Slow; Cloud, Advertising IntactEasing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don't expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.Can Amazon's Q1 Earnings Be The Inflection Point?Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter's earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.It's clear that the market has been digesting Amazon's massive growth acceleration from the pandemic. But, investors should not consider it a \"slow down\" but rather a healthy normalization.Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people's ability to work.And then in late February, with Russia's invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon's 2021 Letter to Shareholders)This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Nevertheless, the updated consensus estimates suggest that Amazon's revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon's ability to navigate these challenges. Moreover, we think it's credible that the Street has already priced in the expected weakness in Amazon's P&L for Q1.Analyst OpinionsClearBridge Investments Large Cap Growth Strategy has to say about Amazon.com, Inc. in its Q1 2022 investor letter:\"With Amazon’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.\"Morgan Stanley remains confident of the company's outperformance through FY23. It added, \"We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.\"However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock's \"first sell rating since 2020.\" It highlighted: \"Amazon's capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088258975,"gmtCreate":1650353913931,"gmtModify":1676534703565,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088258975","repostId":"1105840721","repostType":4,"repost":{"id":"1105840721","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":1650324260,"share":"https://ttm.financial/m/news/1105840721?lang=&edition=fundamental","pubTime":"2022-04-19 07:24","market":"us","language":"en","title":"Netflix Q1 Earnings are Coming: 3 Most Important Things to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1105840721","media":"Tiger Newspress","summary":"Netflix (NASDAQ:NFLX) is scheduled to announce Q1 earnings results after market closes on Tuesday, A","content":"<html><head></head><body><p>Netflix (NASDAQ:NFLX) is scheduled to announce Q1 earnings results after market closes on Tuesday, April 19.</p><p><b>Latest Results</b></p><p>In Q4 2021, Netflix added 8.28 million net new subscribers, a bit shy of the company&#39;s own forecast for 8.5 million net adds, and about in line with the Wall Street consensus forecast at 8.3 million. The company now has 221.8 million subscribers globally.</p><p>The company generated Q4 revenue of $7.7 billion, up 16%, and in line with the company&#39;s projection at $7.7 billion. Profits were $1.33 cents a share, well ahead of analysts at 83 cents, with the outperformance mostly due to an unrealized gain tied to the company&#39;s euro denominated debt.</p><p><b>Q1 Guidance</b></p><p>Netflix&#39;s projections for Q1 2022 were even lighter. The management&#39;s guidance is projecting 2.5 million net adds. While analysts on average predict 2.81 million in Q1, and 2.64 million in Q2, according to FactSet.</p><p>It sees Q1 revenue of $7.9 billion, up 10.3%, but well shy of the Street consensus at $8.2 billion.</p><p><b>3</b> <b>Most Important Things to Watch</b></p><p>1. Subscriber additions</p><p>As always, an important focus for investors will be Netflix&#39;s net paid subscriber additions. In Q3, Netflix saw a re-acceleration in its quarterly subscriber growth, as net additions came in at 8.3 million. Though this was notably below the 8.5 million net new subscribers the company had estimated it would add during the quarter, it was still good to see a significant sequential uptick from the 4.4 million members the company added in the prior quarter.</p><p>But what likely spooked investors was management&#39;s guidance for just 2.5 million net new paid subscribers inQ1 2022. This would be down significantly from the 4.0 million the company added inQ1 2021. This weak outlook, management explained, reflects the quarter&#39;s back-end weighted content slate.</p><p>2. Commentary on competition</p><p>Another red flag for Netflix investors in Q4 was management&#39;s nod to increasing competition. In a rare acknowledgment of competition having a negative impact on the company, management said, &#34;added competition may be affecting our marginal growth some...&#34;</p><p>Investors should look to see if management doubles down on this worrisome narrative or if it brings positive data points to the table regarding how it is faring in a competitive environment. Chances are, the worrisome remarks about competition will continue. But investors should note that the stock&#39;s big decline has arguably priced in expectations for heated competition going forward.</p><p>3. Subscriber-growth guidance</p><p>Of course, another key metric to watch will be the company&#39;s guidance for subscriber growth inQ2 2022. Technically, a back-weighted content slate in Q1 should positively impact Q2. Further, it&#39;s no secret that content production has been ramping back up from periods when much of the world was facing lockdowns. So lots of new content from Netflix should provide a catalyst for reaccelerated subscriber growth, assuming increasing competition isn&#39;t providing too much negative pressure.</p><p>While it&#39;s always tough to estimate how many subscribers Netflix will guide for, it would be nice to see guidance for second-quarter subscriber levels on par with pre-COVID levels again. To do this, the company would need to guide for around 2.7 million new subscribers in Q2.</p><p><b>Analyst Opinions</b></p><p>Truist analyst Matthew Thornton cut the price target of Netflix to $409 from $470.Thornton said in a research note that based on mobile app downloads, he believes the company&#39;s subscriber numbers in the first quarter will top expectations but thatQ2 outlook will come in below estimates, with consensus paid member adds being a &#34;slightly high hurdle,&#34; based on prior reports.</p><p>Stifel analyst Scott Devittmaintained a“Buy” rating and a $460 price target on Netflix’s shares. Devitt noted the loss of subscribers in Russia and ongoing disruption in EMEA may limit the upside to subscriber growth. And looking past the first quarter, Devitt is tempering his estimates for 2022 and beyond as he takes a more conservative approach to the subscriber and ARPU growth on worsening macro conditions and continued uncertainty.</p><p>JPMorgan analyst Doug Anmuth issued an “Overweight” rating and a $605 price target on Netflix’s shares. Anmuth was continuing to believe Netflix has meaningful room for further global subscriber penetration. And Anmuth believed Netflix is currently 29% penetrated among the approximately 776 million global broadband subscribers, 33% penetrated among the approximately 675 million current global pay-TV subscribers, and 31% penetrated among the approximately 712 million maximum global pay-TV subscribers.</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>Netflix Q1 Earnings are Coming: 3 Most Important Things to Watch</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\">\nNetflix Q1 Earnings are Coming: 3 Most Important Things to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-19 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Netflix (NASDAQ:NFLX) is scheduled to announce Q1 earnings results after market closes on Tuesday, April 19.</p><p><b>Latest Results</b></p><p>In Q4 2021, Netflix added 8.28 million net new subscribers, a bit shy of the company&#39;s own forecast for 8.5 million net adds, and about in line with the Wall Street consensus forecast at 8.3 million. The company now has 221.8 million subscribers globally.</p><p>The company generated Q4 revenue of $7.7 billion, up 16%, and in line with the company&#39;s projection at $7.7 billion. Profits were $1.33 cents a share, well ahead of analysts at 83 cents, with the outperformance mostly due to an unrealized gain tied to the company&#39;s euro denominated debt.</p><p><b>Q1 Guidance</b></p><p>Netflix&#39;s projections for Q1 2022 were even lighter. The management&#39;s guidance is projecting 2.5 million net adds. While analysts on average predict 2.81 million in Q1, and 2.64 million in Q2, according to FactSet.</p><p>It sees Q1 revenue of $7.9 billion, up 10.3%, but well shy of the Street consensus at $8.2 billion.</p><p><b>3</b> <b>Most Important Things to Watch</b></p><p>1. Subscriber additions</p><p>As always, an important focus for investors will be Netflix&#39;s net paid subscriber additions. In Q3, Netflix saw a re-acceleration in its quarterly subscriber growth, as net additions came in at 8.3 million. Though this was notably below the 8.5 million net new subscribers the company had estimated it would add during the quarter, it was still good to see a significant sequential uptick from the 4.4 million members the company added in the prior quarter.</p><p>But what likely spooked investors was management&#39;s guidance for just 2.5 million net new paid subscribers inQ1 2022. This would be down significantly from the 4.0 million the company added inQ1 2021. This weak outlook, management explained, reflects the quarter&#39;s back-end weighted content slate.</p><p>2. Commentary on competition</p><p>Another red flag for Netflix investors in Q4 was management&#39;s nod to increasing competition. In a rare acknowledgment of competition having a negative impact on the company, management said, &#34;added competition may be affecting our marginal growth some...&#34;</p><p>Investors should look to see if management doubles down on this worrisome narrative or if it brings positive data points to the table regarding how it is faring in a competitive environment. Chances are, the worrisome remarks about competition will continue. But investors should note that the stock&#39;s big decline has arguably priced in expectations for heated competition going forward.</p><p>3. Subscriber-growth guidance</p><p>Of course, another key metric to watch will be the company&#39;s guidance for subscriber growth inQ2 2022. Technically, a back-weighted content slate in Q1 should positively impact Q2. Further, it&#39;s no secret that content production has been ramping back up from periods when much of the world was facing lockdowns. So lots of new content from Netflix should provide a catalyst for reaccelerated subscriber growth, assuming increasing competition isn&#39;t providing too much negative pressure.</p><p>While it&#39;s always tough to estimate how many subscribers Netflix will guide for, it would be nice to see guidance for second-quarter subscriber levels on par with pre-COVID levels again. To do this, the company would need to guide for around 2.7 million new subscribers in Q2.</p><p><b>Analyst Opinions</b></p><p>Truist analyst Matthew Thornton cut the price target of Netflix to $409 from $470.Thornton said in a research note that based on mobile app downloads, he believes the company&#39;s subscriber numbers in the first quarter will top expectations but thatQ2 outlook will come in below estimates, with consensus paid member adds being a &#34;slightly high hurdle,&#34; based on prior reports.</p><p>Stifel analyst Scott Devittmaintained a“Buy” rating and a $460 price target on Netflix’s shares. Devitt noted the loss of subscribers in Russia and ongoing disruption in EMEA may limit the upside to subscriber growth. And looking past the first quarter, Devitt is tempering his estimates for 2022 and beyond as he takes a more conservative approach to the subscriber and ARPU growth on worsening macro conditions and continued uncertainty.</p><p>JPMorgan analyst Doug Anmuth issued an “Overweight” rating and a $605 price target on Netflix’s shares. Anmuth was continuing to believe Netflix has meaningful room for further global subscriber penetration. And Anmuth believed Netflix is currently 29% penetrated among the approximately 776 million global broadband subscribers, 33% penetrated among the approximately 675 million current global pay-TV subscribers, and 31% penetrated among the approximately 712 million maximum global pay-TV subscribers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105840721","content_text":"Netflix (NASDAQ:NFLX) is scheduled to announce Q1 earnings results after market closes on Tuesday, April 19.Latest ResultsIn Q4 2021, Netflix added 8.28 million net new subscribers, a bit shy of the company's own forecast for 8.5 million net adds, and about in line with the Wall Street consensus forecast at 8.3 million. The company now has 221.8 million subscribers globally.The company generated Q4 revenue of $7.7 billion, up 16%, and in line with the company's projection at $7.7 billion. Profits were $1.33 cents a share, well ahead of analysts at 83 cents, with the outperformance mostly due to an unrealized gain tied to the company's euro denominated debt.Q1 GuidanceNetflix's projections for Q1 2022 were even lighter. The management's guidance is projecting 2.5 million net adds. While analysts on average predict 2.81 million in Q1, and 2.64 million in Q2, according to FactSet.It sees Q1 revenue of $7.9 billion, up 10.3%, but well shy of the Street consensus at $8.2 billion.3 Most Important Things to Watch1. Subscriber additionsAs always, an important focus for investors will be Netflix's net paid subscriber additions. In Q3, Netflix saw a re-acceleration in its quarterly subscriber growth, as net additions came in at 8.3 million. Though this was notably below the 8.5 million net new subscribers the company had estimated it would add during the quarter, it was still good to see a significant sequential uptick from the 4.4 million members the company added in the prior quarter.But what likely spooked investors was management's guidance for just 2.5 million net new paid subscribers inQ1 2022. This would be down significantly from the 4.0 million the company added inQ1 2021. This weak outlook, management explained, reflects the quarter's back-end weighted content slate.2. Commentary on competitionAnother red flag for Netflix investors in Q4 was management's nod to increasing competition. In a rare acknowledgment of competition having a negative impact on the company, management said, \"added competition may be affecting our marginal growth some...\"Investors should look to see if management doubles down on this worrisome narrative or if it brings positive data points to the table regarding how it is faring in a competitive environment. Chances are, the worrisome remarks about competition will continue. But investors should note that the stock's big decline has arguably priced in expectations for heated competition going forward.3. Subscriber-growth guidanceOf course, another key metric to watch will be the company's guidance for subscriber growth inQ2 2022. Technically, a back-weighted content slate in Q1 should positively impact Q2. Further, it's no secret that content production has been ramping back up from periods when much of the world was facing lockdowns. So lots of new content from Netflix should provide a catalyst for reaccelerated subscriber growth, assuming increasing competition isn't providing too much negative pressure.While it's always tough to estimate how many subscribers Netflix will guide for, it would be nice to see guidance for second-quarter subscriber levels on par with pre-COVID levels again. To do this, the company would need to guide for around 2.7 million new subscribers in Q2.Analyst OpinionsTruist analyst Matthew Thornton cut the price target of Netflix to $409 from $470.Thornton said in a research note that based on mobile app downloads, he believes the company's subscriber numbers in the first quarter will top expectations but thatQ2 outlook will come in below estimates, with consensus paid member adds being a \"slightly high hurdle,\" based on prior reports.Stifel analyst Scott Devittmaintained a“Buy” rating and a $460 price target on Netflix’s shares. Devitt noted the loss of subscribers in Russia and ongoing disruption in EMEA may limit the upside to subscriber growth. And looking past the first quarter, Devitt is tempering his estimates for 2022 and beyond as he takes a more conservative approach to the subscriber and ARPU growth on worsening macro conditions and continued uncertainty.JPMorgan analyst Doug Anmuth issued an “Overweight” rating and a $605 price target on Netflix’s shares. Anmuth was continuing to believe Netflix has meaningful room for further global subscriber penetration. And Anmuth believed Netflix is currently 29% penetrated among the approximately 776 million global broadband subscribers, 33% penetrated among the approximately 675 million current global pay-TV subscribers, and 31% penetrated among the approximately 712 million maximum global pay-TV subscribers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081563599,"gmtCreate":1650253965029,"gmtModify":1676534680035,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081563599","repostId":"1120574942","repostType":2,"repost":{"id":"1120574942","pubTimestamp":1650250033,"share":"https://ttm.financial/m/news/1120574942?lang=&edition=fundamental","pubTime":"2022-04-18 10:47","market":"us","language":"en","title":"Affirm: Buy Now, Alpha Later?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120574942","media":"seekingalpha","summary":"SummaryAffirm has not been spared from the fintech rout and is down 80% from its all-time high.Core ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Affirm has not been spared from the fintech rout and is down 80% from its all-time high.</li><li>Core financials remain strong as e-commerce and strategic partnerships continue to grow.</li><li>The current valuation might prove low in the years ahead.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/367cd6ba90540402ecedb12f382bd60e\" tg-width=\"1536\" tg-height=\"865\" width=\"100%\" height=\"auto\"/><span>Ilija Erceg/iStock via Getty Images</span></p><p>Leading American buy-now, pay-later firm Affirm (NASDAQ:AFRM) like many other growth companies in the fintech space has for some months now experienced a total collapse of its common shares to new all-time lows. Thestock, less than a year ago, was trading high on its announced partnership with Amazon (AMZN) and had touched $176 per common share for a market cap that was just under $48 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6faca93601fb50e151be77d1d790c1f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>This has since been cut down by 80% to just over $35 and a market cap of $10 billion. The company sits at what has now become a toxic investing intersection of fintech and growth, seemingly catalysed by strong runaway inflation which has necessitated the FED to get significantly more hawkish on its timeline of raising interest rates. Hence, the future macro investment environment for Affirm&#39;s common shares does not look entirely bright in the near term. This comes on the back of the growing demand for BNPL services as e-commerce sales in the USA increasingly grow to account for more of total retail sales.</p><p>When I last covered Affirm, I described the company as the antithesis of deferred gratification as BNPL fundamentally is built on the inversion of delayed gratification. In this, consumers sacrifice their future spending and saving powers for consumption today. The industry has grown virtually unregulated since the onset of the pandemic with the sight of BNPL options at checkout screens becoming ubiquitous. Analysts expect BNPL to continue to grow as more vendors adopt BNPL options and as e-commerce penetration of total retail sales continues to increase.</p><p>Critically, Affirm&#39;s financing solutions when adopted serve as a tool for online vendors to convert abandoned shopping carts to sales and garner higher order sizes. From the vendor&#39;s perspective, higher conversion rates are more than making up for the fees charged by Affirm.</p><p><b>Continued Financial Strength From The Rise Of Instant Gratification</b></p><p>Affirm last reported earnings for its fiscal 2022 second quarter which saw revenue come in at $361 million, an increase of 77% from the previous year and a beat of $27.93 million on analyst consensus. This growth was driven by a rapid upswing in gross merchandise volume which grew to reach $4.5 billion, an increase of 77% from the comparable year-ago period. Affirm&#39;s exclusive partnership with Shopify (SHOP) has been instrumental to this growth with active merchants increasing to 168,000 from 8,000 as Affirm-powered Shop Pay Installments were increasingly adopted by merchants on Shopify&#39;s platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56292ec85c8cdc409c120c8c09312d1f\" tg-width=\"640\" tg-height=\"541\" width=\"100%\" height=\"auto\"/><span>Affirm FY Q2 2022 Earnings Infographic</span></p><p>Active consumers also grew by 150% to 11.2 million on a year-over-year basis and increased by 29% sequentially with transactions per active consumer increasing by 15%.</p><p>However, the company&#39;s core profitability did not improve and instead remained in a negative state characterised by heavy operational cash burn.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ea110742a2f5a7cf5d4b0572bf5d43f\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>A negative net income of $160 million was an improvement from the previous quarter but was a 6x increase from the comparable year-ago period. Cash from operations, a key metric for financial health, worsened to $440 million from a burn of $47 million in the year-ago quarter. Further, with a capital expenditure of $21.8 million during the quarter, Affirm&#39;s total free cash outflow stood at $461.8 million.</p><p>Cash and equivalents closed out the quarter at $2.57 billion, so is more than enough to fund similar losses in the coming quarters. But this rate of cash burn at 127% of total revenue is not sustainable, especially against the guidance of $1,290 million to $1,310 million in revenue for fiscal 2022. Affirm also expects to close out the year with a GMV of between $14.58 billion to $14.78 billion with transaction costs of $705 million to $715 million. Using fiscal 2022 revenue, Affirm is trading at a price to sales revenue multiple of 7.7x. While this is a material decline from the heights it used to trade on, it is still somewhat high for a company not yet profitable in a new investment environment where these are set to be punished.</p><p><b>The Current Valuation With Growth Set To Continue Indefinitely</b></p><p>Affirm is a business at the convergence of two macro trends. This is the continued expected growth of e-commerce sales and the rise of alternative finance. The latter is being championed by the fintech companies that have now all mostly seen their stock price historically cut down to mere fractions of their previous glory. The brutal new investment environment has rendered their shares as far too risky in a world beset by war, inflation risk, and the spectre of a recession.</p><p>However, global retail is expected to continue the structural shift towards online channels. And as this is still in the early stages, Affirm&#39;s runway for growth looks strong. The company&#39;s current valuation when looked at from this perspective looks palatable. And were investor sentiment to return to what it once was, current shareholders would find themselves having bought alpha later.</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>Affirm: Buy Now, Alpha Later?</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\">\nAffirm: Buy Now, Alpha Later?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501738-affirm-afrm-stock-buy-now-alpha-later><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAffirm has not been spared from the fintech rout and is down 80% from its all-time high.Core financials remain strong as e-commerce and strategic partnerships continue to grow.The current ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501738-affirm-afrm-stock-buy-now-alpha-later\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4501738-affirm-afrm-stock-buy-now-alpha-later","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120574942","content_text":"SummaryAffirm has not been spared from the fintech rout and is down 80% from its all-time high.Core financials remain strong as e-commerce and strategic partnerships continue to grow.The current valuation might prove low in the years ahead.Ilija Erceg/iStock via Getty ImagesLeading American buy-now, pay-later firm Affirm (NASDAQ:AFRM) like many other growth companies in the fintech space has for some months now experienced a total collapse of its common shares to new all-time lows. Thestock, less than a year ago, was trading high on its announced partnership with Amazon (AMZN) and had touched $176 per common share for a market cap that was just under $48 billion.Data by YChartsThis has since been cut down by 80% to just over $35 and a market cap of $10 billion. The company sits at what has now become a toxic investing intersection of fintech and growth, seemingly catalysed by strong runaway inflation which has necessitated the FED to get significantly more hawkish on its timeline of raising interest rates. Hence, the future macro investment environment for Affirm's common shares does not look entirely bright in the near term. This comes on the back of the growing demand for BNPL services as e-commerce sales in the USA increasingly grow to account for more of total retail sales.When I last covered Affirm, I described the company as the antithesis of deferred gratification as BNPL fundamentally is built on the inversion of delayed gratification. In this, consumers sacrifice their future spending and saving powers for consumption today. The industry has grown virtually unregulated since the onset of the pandemic with the sight of BNPL options at checkout screens becoming ubiquitous. Analysts expect BNPL to continue to grow as more vendors adopt BNPL options and as e-commerce penetration of total retail sales continues to increase.Critically, Affirm's financing solutions when adopted serve as a tool for online vendors to convert abandoned shopping carts to sales and garner higher order sizes. From the vendor's perspective, higher conversion rates are more than making up for the fees charged by Affirm.Continued Financial Strength From The Rise Of Instant GratificationAffirm last reported earnings for its fiscal 2022 second quarter which saw revenue come in at $361 million, an increase of 77% from the previous year and a beat of $27.93 million on analyst consensus. This growth was driven by a rapid upswing in gross merchandise volume which grew to reach $4.5 billion, an increase of 77% from the comparable year-ago period. Affirm's exclusive partnership with Shopify (SHOP) has been instrumental to this growth with active merchants increasing to 168,000 from 8,000 as Affirm-powered Shop Pay Installments were increasingly adopted by merchants on Shopify's platform.Affirm FY Q2 2022 Earnings InfographicActive consumers also grew by 150% to 11.2 million on a year-over-year basis and increased by 29% sequentially with transactions per active consumer increasing by 15%.However, the company's core profitability did not improve and instead remained in a negative state characterised by heavy operational cash burn.Data by YChartsA negative net income of $160 million was an improvement from the previous quarter but was a 6x increase from the comparable year-ago period. Cash from operations, a key metric for financial health, worsened to $440 million from a burn of $47 million in the year-ago quarter. Further, with a capital expenditure of $21.8 million during the quarter, Affirm's total free cash outflow stood at $461.8 million.Cash and equivalents closed out the quarter at $2.57 billion, so is more than enough to fund similar losses in the coming quarters. But this rate of cash burn at 127% of total revenue is not sustainable, especially against the guidance of $1,290 million to $1,310 million in revenue for fiscal 2022. Affirm also expects to close out the year with a GMV of between $14.58 billion to $14.78 billion with transaction costs of $705 million to $715 million. Using fiscal 2022 revenue, Affirm is trading at a price to sales revenue multiple of 7.7x. While this is a material decline from the heights it used to trade on, it is still somewhat high for a company not yet profitable in a new investment environment where these are set to be punished.The Current Valuation With Growth Set To Continue IndefinitelyAffirm is a business at the convergence of two macro trends. This is the continued expected growth of e-commerce sales and the rise of alternative finance. The latter is being championed by the fintech companies that have now all mostly seen their stock price historically cut down to mere fractions of their previous glory. The brutal new investment environment has rendered their shares as far too risky in a world beset by war, inflation risk, and the spectre of a recession.However, global retail is expected to continue the structural shift towards online channels. And as this is still in the early stages, Affirm's runway for growth looks strong. The company's current valuation when looked at from this perspective looks palatable. And were investor sentiment to return to what it once was, current shareholders would find themselves having bought alpha later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081513006,"gmtCreate":1650251789644,"gmtModify":1676534679623,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081513006","repostId":"2227600101","repostType":2,"repost":{"id":"2227600101","pubTimestamp":1650248539,"share":"https://ttm.financial/m/news/2227600101?lang=&edition=fundamental","pubTime":"2022-04-18 10:22","market":"us","language":"en","title":"Apple Vs. Microsoft: Why We Like Apple Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2227600101","media":"seekingalpha","summary":"SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The competition between Apple and Microsoft has shaped the evolution of personal computing.</li><li>Their competition will continue in many core areas, but both are good candidates to play the world’s unstoppable shift toward a digital future.</li><li>This article provides an in-depth comparison so you can see why we like Apple better ourselves.</li><li>Our investing roadmap shows Apple provides a higher return potential with its better profitability, better R&amp;D yields, lower valuation, and consumer-centric devices.</li><li>And having a coherent investing roadmap keeps us clear headed, especially during challenging times like this.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f5fd4c711942def6b79ac0bfdd04167\" tg-width=\"750\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/><span>Chip Somodevilla/Getty Images News</span></p><p><b>The investment thesis</b></p><p>The thesis of this article is really simple – under the current conditions, both Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) provide far superior returns for long-term investors than the overall market. The key argument is built on the following chart. This chart also is the roadmap that we use in our Marketplace service to pick our tactical holdings. Having a coherent investing roadmap keeps us clear-headed, especially during challenging times like this.</p><p>You will see from the following chart, AAPL is projected to provide about 13% annual return (“ROI”) in the long term and MSFT about 10%, while the overall market is only about 6.5%. The main reasons are threefold:</p><ul><li>Their far superior ROCE (return on capital employed) over the market average, which gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).</li><li>Their fundamental business models provide a stable moat and enjoy strong secular support.</li><li>Yet both of them sell at a similar valuation compared to the overall market.</li></ul><p>Then we will detail the reasons why we only own AAPL even though both are good candidates to play the world’s unstoppable shift toward a digital future. As you will see, the primary reason is that we like a concentrated portfolio and usually limit our exposure to one sector to one holding. And we choose AAPL because of its better profitability and its consumer-centric business model. We feel consumer stickiness, once established, is longer lasting and harder to change.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9fbd0e002bec5dc3e06183618e8562\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: author</span></p><p><b>How did we build our roadmap and how did it perform?</b></p><p>The key in building this road is to think like a business owner, not a stock trader. As detailed in our earlier article:</p><blockquote><ul><li><i>The long-term ROI for a business owner is simply determined by two things: A) the price paid to buy the business and B) the quality of the business. More specifically, part A is determined by the owner’s earning yield (“OEY”) when we purchased the business. And that is why PE is the first dimension in our roadmap. Part B is determined by the quality of the business and that is why ROCE, the most important metric for profitability, is the second dimension in our roadmap.</i></li><li><i>Now, the long-term growth rate is governed by ROCE and the Reinvestment Rate. These are the two most important growth engines, and they mutually enhance each other. High ROCE means every $1 reinvested can lead to a higher growth rate, which leads to more future profits and more flexible capital allocation to fuel further growth, and so on. So to summarize:</i></li><li><i>Longer-Term ROI = valuation + quality = OEY + Growth Rate = OEY + ROCE*Reinvestment Rate</i></li></ul></blockquote><p>The performance of our stocks picked using this road is recently updated in this article. Using the date I first published our portfolio on 5/31/2021 as the inception date, our picks have outperformed the S&amp;P 500 by about 11%.</p><p>With this background, the remainder of this article will show how the above roadmap applies to AAPL and MSFT.</p><p><b>APPL vs MSFT: the competitive landscape</b></p><p>AAPL and MSFT compete head-on in many of their core areas, ranging from operation systems, digital ad, mobile devices, PCs and laptops, et al. Besides their own competitions, they also face competition from all sides. No big tech companies stay in their own corner these days. For example, MSFT’s Bing search is in direct competition with Google. GOOG’s Chrome OS and Android OS now have become popular desktop operating systems in the world, directly and meaningfully competing with MSFT Windows and also Apple IOS.</p><p>But overall, they dominate the intersection of technology and consumer access. As such, both are protected by a formidable moat and well positioned to benefit from our world’s continued shifts toward digitalization. And the good news is that the pie is getting bigger itself as our appetite grows exponentially for data, automation, and entertainment.</p><p>Although we like AAPL better ourselves, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.</p><p>For us, we understand AAPL’s consumer-centric business model better than MSFT’s enterprise-centric model. AAPL has mastered the interplay of freemium pricing and premium pricing strategy with billions of consumers. It can set substantially higher prices for its products (ranging from iPhone, MacBook, iPad, et al) than Microsoft and Android devices. As you will see immediately below, it has created a profitability category of its own kind.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/520b7911627c79cc9d82b83c715f8170\" tg-width=\"640\" tg-height=\"390\" referrerpolicy=\"no-referrer\"/><span>Source: https://startuptalky.com/apple-vs-microsoft-marketing-strategy/</span></p><p><b>MSFT: more consistent and aggressive R&amp;D</b></p><p>First, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</p><p>So let’s first see how well and sustainably MSFT and AAPL can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of MSFT and AAPL over the past decade. As seen, both have been consistently investing heavily in R&amp;D. A few observations:</p><ul><li>MSFT has been spending very consistently on R&amp;D, on average about 13% of its total revenue.</li><li>AAPL’s story is a bit more colorful. It did not spend that much on R&amp;D earlier in the decade. Partly because AAPL products were so disruptive at that time and enjoyed a quasi-monopoly status. Partly because Steve Jobs himself did not believe in R&amp;D spending. He commented that “Innovation has nothing to do with how many R&amp;D dollars you have. It&#39;s not about money.”</li><li>Then Tim Cook transitioned it to a different model. He more than doubled the R&amp;D expenses since he took over. The R&amp;D expenses are on average about 6.1% of sales now, still lower than other tech giants in relative terms. But in absolute terms, it&#39;s a mind-boggling amount (exceeding $20 billion in 2021).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7152ffd849f9eba247a9dc86052864b4\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>Then the next question is, how effective is the R&amp;D process? The short answer is again: Extremely effective. We ourselves like to use a variation of Buffett’s $1 test on R&amp;D expenses. We do not only listen to CEOs’ pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see their words are corroborated by the numbers. And in MSFT and AAPL’s case, they are.</p><p>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, it&#39;s intuitive to quantify the yield by taking the ratio between profit and R&amp;D expenditures. This way we can quantify how many dollars of profit has been generated per dollar of R&amp;D expenses (i.e., the $1 test), as shown in the next chart. In this chart, I used the operating cash flow as the measure of profit. 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 three-year average investment cycle for R&amp;D. And as a result, we use the three-year moving average of operating cash flow to represent this three-year cycle.</p><p>A few key observations:</p><ul><li>The R&amp;D yield for MSFT is again very consistent, boasting a long-term average of $2.8 of yield per $1 of R&amp;D expenditure. The consistency again shows the stable moat.</li><li>AAPL, as usual, has a more colorful story. As you can see, its R&amp;D yield has been more than $10 in 2013 under the tutelage of Steve Jobs. And it has declined to a range between $4.0 and $5.0 in recent years with an average of $4.3.</li><li>You might interpret the decline of AAPL’s R&amp;D yield as bad news. However, keep in mind that A) the level of profitability AAPL enjoyed in the early part of the decade is simply unsustainable, B) the decline is only relative to its own glorious past.</li><li>Overall, both AAPL and MSFT enjoy R&amp;D yields that are very competitive. To put things under perspective, for the overachieving FAAMG group, their average R&amp;D yield is “only” about $2.5.</li></ul><p>Then as we will next, both MSFT and AAPL enjoy superb profitability to fuel their R&amp;D efforts sustainably, which will lead to sustainable growth in turn.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7759bd87d22eab2200f1865c5436dc14\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Both enjoy superb profitability but AAPL in its own category</b></p><p>When we think of long-term growth (like in 10 years or more), the framework I use is the following. In the long term, the growth rate is “simply” the product of ROCE and reinvestment rate, i.e.,</p><p><b>Long-Term Growth Rate = ROCE * Reinvestment Rate</b></p><p>ROCE stands for the return on capital employed and is the most important metric for measuring profitability. Note that ROCE is different from the return on equity (and more fundamental and important in my view). ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income – a key to estimating the long-term growth rate.</p><p>The detailed background ROCE has been detailed in my early articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized.</p><p>Based on the above considerations, the ROCE of MSFT and AAPL over the past decade is shown below. As seen,</p><ul><li>MSFT again is able to maintain a remarkably high ROCE and consistent level of ROCE: On average about 67% in recent years.</li><li>AAPL’s ROCE again has “declined” from an unsustainable level of 200% to 300% in the early years of the decade to the current level of around 150% in recent years.</li><li>But the keyword here is again <i>relative</i>. Their current level of ROCE may be higher or lower relative to each other or their own past. But any ROCE above 60% is remarkable. To put things under perspective, the overachievers in the FAAMG pack have an average ROCE of around 50% in recent years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/595c877bbeb53f45b4d80d0d41b7ba50\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>In terms of reinvestment rate, both companies enjoy enviable capital allocation flexibility. The capital allocation picture is really simple for both companies here: Both earn a load of cash organically from their operations but do not need to spend much.</p><p>Given their high ROCE, it obviously makes total sense to reinvest as much of their earnings back into the business to fuel further growth as possible. But the problem is that for businesses at this scale, there are just not that many opportunities to reinvest the earnings. As a result, both have been allocating a large part of the remaining earnings to buy back shares. According to the current financials available on Seeking Alpha, as of TTM 2022, MSFT has been spending about 33% of the OPC on average on share repurchases, and AAPL even higher, about 77%.</p><p>All told, my estimates are that MSFT has been maintaining a reinvestment rate between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%. And we will see the implications of the investment rates next.</p><p><b>Back to the roadmap</b></p><p>For AAPL, at its current price levels, the OEY is about ~3.8%. The growth rate is about 7.5% assuming a 7.5% reinvestment and a ROCE of 100% to be a bit conservative, resulting in a double-digit ROI already! For MSFT, the OEY is about ~3.3%. The growth rate is about 6.7% assuming a 10% reinvestment and a ROCE of 67%, resulting in about 10% ROI.</p><p>This is a key insight that we&#39;ve learned from Buffett – when you think like a business owner, you do not need a 10% growth rate to achieve a 10% return. We feel much more comfortable with a few percent of reliable and sustainable growth rate in stocks that we understand well.</p><p>The road map below shows the ROI based on an assumption of a 10% reinvestment rate, which is the average rate for the large and mature businesses in the S&amp;P 500 index. Admittedly, both MSFT&#39;s and AAPL’s reinvestment rate (especially APPL) is not as high as 10% currently. So the total ROI would be a bit lower than what is shown in the roadmap below. However, note that both boast strong cash generation capability and fortress balance sheet, which provide the optionality to crank up reinvestment rates or to boost growth through acquisitions.</p><p>In contrast, the overall market is currently valued at about 26.5x PE, resulting in an OEY of about 3.8%. however, the overall market’s ROCE is on the order of 20% or so. And with a 10% reinvestment rate, the growth rate would be about 2%, leading to a long-term ROI of about 6% per year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9fbd0e002bec5dc3e06183618e8562\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: author</span></p><p><b>Risks</b></p><p>First and foremost, I do not see any structural risk associated with AAPL or MSFT at this moment. Remotely, there might be an antitrust regulatory risk. But even if it comes to that, I&#39;m not entirely certain if it will be bad for AAPL or MSFT investors for sure. If it really comes to that and the company has to be broken up, the market would be forced to value each of its business segments separately. And such a complete and transparent valuation may or may not result in a lower valuation.</p><p>There can be significant short-term volatility risks too. Regardless of AAPL and MSFT scale and business model, the valuation is at a high level and the overall market itself is also near a historical record valuation. There are several large macroeconomic and geopolitical uncertainties unfolding right now, including the pandemic, Ukraine conflicts, global logistic chain interruptions, and Fed’s interest rate decisions. Such a combination of high valuation and high volatility certainly could cause short terms risks – but are irrelevant for the long term.</p><p><b>Conclusion and final thought</b></p><p>When we invest like a business owner, not a stock trader, our long-term ROI is simply the sum of two things: A) the price paid to buy the business and B) the quality of the business. In both MSFT and AAPL’s case, they provide a far superior return for long-term investors than the overall market because of their far superior ROCE over the market average. Such high ROCE gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).</p><p>The key takeaways are:</p><ul><li>Both dominate the intersection of technology and consumer access and both are protected by a formidable moat. They both provide favorable odds for double-digit returns in the long term.</li><li>As such, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.</li><li>We like AAPL better ourselves mostly because we understand its consumer-centric business model better. We understand the roots of its superb profitability and consumer stickiness. After all and above all, having a coherent investing roadmap and staying within one’s circle of competence is the key to investing.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Microsoft: Why We Like Apple Better</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Microsoft: Why We Like Apple Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Their competition will continue in many core areas, but both are good candidates to play the world’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4528":"SaaS概念","MSFT":"微软","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4553":"喜马拉雅资本持仓","BK4566":"资本集团","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4507":"流媒体概念","AAPL":"苹果","BK4550":"红杉资本持仓","BK4501":"段永平概念","BK4573":"虚拟现实","BK4525":"远程办公概念","BK4512":"苹果概念","BK4581":"高盛持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4574":"无人驾驶","BK4538":"云计算","BK4503":"景林资产持仓","BK4579":"人工智能","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4577":"网络游戏","BK4097":"系统软件","BK4575":"芯片概念","BK4571":"数字音乐概念","BK4548":"巴美列捷福持仓","BK4576":"AR"},"source_url":"https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227600101","content_text":"SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Their competition will continue in many core areas, but both are good candidates to play the world’s unstoppable shift toward a digital future.This article provides an in-depth comparison so you can see why we like Apple better ourselves.Our investing roadmap shows Apple provides a higher return potential with its better profitability, better R&D yields, lower valuation, and consumer-centric devices.And having a coherent investing roadmap keeps us clear headed, especially during challenging times like this.Chip Somodevilla/Getty Images NewsThe investment thesisThe thesis of this article is really simple – under the current conditions, both Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) provide far superior returns for long-term investors than the overall market. The key argument is built on the following chart. This chart also is the roadmap that we use in our Marketplace service to pick our tactical holdings. Having a coherent investing roadmap keeps us clear-headed, especially during challenging times like this.You will see from the following chart, AAPL is projected to provide about 13% annual return (“ROI”) in the long term and MSFT about 10%, while the overall market is only about 6.5%. The main reasons are threefold:Their far superior ROCE (return on capital employed) over the market average, which gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).Their fundamental business models provide a stable moat and enjoy strong secular support.Yet both of them sell at a similar valuation compared to the overall market.Then we will detail the reasons why we only own AAPL even though both are good candidates to play the world’s unstoppable shift toward a digital future. As you will see, the primary reason is that we like a concentrated portfolio and usually limit our exposure to one sector to one holding. And we choose AAPL because of its better profitability and its consumer-centric business model. We feel consumer stickiness, once established, is longer lasting and harder to change.Source: authorHow did we build our roadmap and how did it perform?The key in building this road is to think like a business owner, not a stock trader. As detailed in our earlier article:The long-term ROI for a business owner is simply determined by two things: A) the price paid to buy the business and B) the quality of the business. More specifically, part A is determined by the owner’s earning yield (“OEY”) when we purchased the business. And that is why PE is the first dimension in our roadmap. Part B is determined by the quality of the business and that is why ROCE, the most important metric for profitability, is the second dimension in our roadmap.Now, the long-term growth rate is governed by ROCE and the Reinvestment Rate. These are the two most important growth engines, and they mutually enhance each other. High ROCE means every $1 reinvested can lead to a higher growth rate, which leads to more future profits and more flexible capital allocation to fuel further growth, and so on. So to summarize:Longer-Term ROI = valuation + quality = OEY + Growth Rate = OEY + ROCE*Reinvestment RateThe performance of our stocks picked using this road is recently updated in this article. Using the date I first published our portfolio on 5/31/2021 as the inception date, our picks have outperformed the S&P 500 by about 11%.With this background, the remainder of this article will show how the above roadmap applies to AAPL and MSFT.APPL vs MSFT: the competitive landscapeAAPL and MSFT compete head-on in many of their core areas, ranging from operation systems, digital ad, mobile devices, PCs and laptops, et al. Besides their own competitions, they also face competition from all sides. No big tech companies stay in their own corner these days. For example, MSFT’s Bing search is in direct competition with Google. GOOG’s Chrome OS and Android OS now have become popular desktop operating systems in the world, directly and meaningfully competing with MSFT Windows and also Apple IOS.But overall, they dominate the intersection of technology and consumer access. As such, both are protected by a formidable moat and well positioned to benefit from our world’s continued shifts toward digitalization. And the good news is that the pie is getting bigger itself as our appetite grows exponentially for data, automation, and entertainment.Although we like AAPL better ourselves, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.For us, we understand AAPL’s consumer-centric business model better than MSFT’s enterprise-centric model. AAPL has mastered the interplay of freemium pricing and premium pricing strategy with billions of consumers. It can set substantially higher prices for its products (ranging from iPhone, MacBook, iPad, et al) than Microsoft and Android devices. As you will see immediately below, it has created a profitability category of its own kind.Source: https://startuptalky.com/apple-vs-microsoft-marketing-strategy/MSFT: more consistent and aggressive R&DFirst, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).So let’s first see how well and sustainably MSFT and AAPL can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of MSFT and AAPL over the past decade. As seen, both have been consistently investing heavily in R&D. A few observations:MSFT has been spending very consistently on R&D, on average about 13% of its total revenue.AAPL’s story is a bit more colorful. It did not spend that much on R&D earlier in the decade. Partly because AAPL products were so disruptive at that time and enjoyed a quasi-monopoly status. Partly because Steve Jobs himself did not believe in R&D spending. He commented that “Innovation has nothing to do with how many R&D dollars you have. It's not about money.”Then Tim Cook transitioned it to a different model. He more than doubled the R&D expenses since he took over. The R&D expenses are on average about 6.1% of sales now, still lower than other tech giants in relative terms. But in absolute terms, it's a mind-boggling amount (exceeding $20 billion in 2021).AuthorThen the next question is, how effective is the R&D process? The short answer is again: Extremely effective. We ourselves like to use a variation of Buffett’s $1 test on R&D expenses. We do not only listen to CEOs’ pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see their words are corroborated by the numbers. And in MSFT and AAPL’s case, they are.The purpose of any corporate R&D is obviously to generate profit. Therefore, it's intuitive to quantify the yield by taking the ratio between profit and R&D expenditures. This way we can quantify how many dollars of profit has been generated per dollar of R&D expenses (i.e., the $1 test), as shown in the next chart. In this chart, I 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 three-year average investment cycle for R&D. And as a result, we use the three-year moving average of operating cash flow to represent this three-year cycle.A few key observations:The R&D yield for MSFT is again very consistent, boasting a long-term average of $2.8 of yield per $1 of R&D expenditure. The consistency again shows the stable moat.AAPL, as usual, has a more colorful story. As you can see, its R&D yield has been more than $10 in 2013 under the tutelage of Steve Jobs. And it has declined to a range between $4.0 and $5.0 in recent years with an average of $4.3.You might interpret the decline of AAPL’s R&D yield as bad news. However, keep in mind that A) the level of profitability AAPL enjoyed in the early part of the decade is simply unsustainable, B) the decline is only relative to its own glorious past.Overall, both AAPL and MSFT enjoy R&D yields that are very competitive. To put things under perspective, for the overachieving FAAMG group, their average R&D yield is “only” about $2.5.Then as we will next, both MSFT and AAPL enjoy superb profitability to fuel their R&D efforts sustainably, which will lead to sustainable growth in turn.AuthorBoth enjoy superb profitability but AAPL in its own categoryWhen we think of long-term growth (like in 10 years or more), the framework I use is the following. In the long term, the growth rate is “simply” the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateROCE stands for the return on capital employed and is the most important metric for measuring profitability. Note that ROCE is different from the return on equity (and more fundamental and important in my view). ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income – a key to estimating the long-term growth rate.The detailed background ROCE has been detailed in my early articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized.Based on the above considerations, the ROCE of MSFT and AAPL over the past decade is shown below. As seen,MSFT again is able to maintain a remarkably high ROCE and consistent level of ROCE: On average about 67% in recent years.AAPL’s ROCE again has “declined” from an unsustainable level of 200% to 300% in the early years of the decade to the current level of around 150% in recent years.But the keyword here is again relative. Their current level of ROCE may be higher or lower relative to each other or their own past. But any ROCE above 60% is remarkable. To put things under perspective, the overachievers in the FAAMG pack have an average ROCE of around 50% in recent years.AuthorIn terms of reinvestment rate, both companies enjoy enviable capital allocation flexibility. The capital allocation picture is really simple for both companies here: Both earn a load of cash organically from their operations but do not need to spend much.Given their high ROCE, it obviously makes total sense to reinvest as much of their earnings back into the business to fuel further growth as possible. But the problem is that for businesses at this scale, there are just not that many opportunities to reinvest the earnings. As a result, both have been allocating a large part of the remaining earnings to buy back shares. According to the current financials available on Seeking Alpha, as of TTM 2022, MSFT has been spending about 33% of the OPC on average on share repurchases, and AAPL even higher, about 77%.All told, my estimates are that MSFT has been maintaining a reinvestment rate between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%. And we will see the implications of the investment rates next.Back to the roadmapFor AAPL, at its current price levels, the OEY is about ~3.8%. The growth rate is about 7.5% assuming a 7.5% reinvestment and a ROCE of 100% to be a bit conservative, resulting in a double-digit ROI already! For MSFT, the OEY is about ~3.3%. The growth rate is about 6.7% assuming a 10% reinvestment and a ROCE of 67%, resulting in about 10% ROI.This is a key insight that we've learned from Buffett – when you think like a business owner, you do not need a 10% growth rate to achieve a 10% return. We feel much more comfortable with a few percent of reliable and sustainable growth rate in stocks that we understand well.The road map below shows the ROI based on an assumption of a 10% reinvestment rate, which is the average rate for the large and mature businesses in the S&P 500 index. Admittedly, both MSFT's and AAPL’s reinvestment rate (especially APPL) is not as high as 10% currently. So the total ROI would be a bit lower than what is shown in the roadmap below. However, note that both boast strong cash generation capability and fortress balance sheet, which provide the optionality to crank up reinvestment rates or to boost growth through acquisitions.In contrast, the overall market is currently valued at about 26.5x PE, resulting in an OEY of about 3.8%. however, the overall market’s ROCE is on the order of 20% or so. And with a 10% reinvestment rate, the growth rate would be about 2%, leading to a long-term ROI of about 6% per year.Source: authorRisksFirst and foremost, I do not see any structural risk associated with AAPL or MSFT at this moment. Remotely, there might be an antitrust regulatory risk. But even if it comes to that, I'm not entirely certain if it will be bad for AAPL or MSFT investors for sure. If it really comes to that and the company has to be broken up, the market would be forced to value each of its business segments separately. And such a complete and transparent valuation may or may not result in a lower valuation.There can be significant short-term volatility risks too. Regardless of AAPL and MSFT scale and business model, the valuation is at a high level and the overall market itself is also near a historical record valuation. There are several large macroeconomic and geopolitical uncertainties unfolding right now, including the pandemic, Ukraine conflicts, global logistic chain interruptions, and Fed’s interest rate decisions. Such a combination of high valuation and high volatility certainly could cause short terms risks – but are irrelevant for the long term.Conclusion and final thoughtWhen we invest like a business owner, not a stock trader, our long-term ROI is simply the sum of two things: A) the price paid to buy the business and B) the quality of the business. In both MSFT and AAPL’s case, they provide a far superior return for long-term investors than the overall market because of their far superior ROCE over the market average. Such high ROCE gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).The key takeaways are:Both dominate the intersection of technology and consumer access and both are protected by a formidable moat. They both provide favorable odds for double-digit returns in the long term.As such, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.We like AAPL better ourselves mostly because we understand its consumer-centric business model better. We understand the roots of its superb profitability and consumer stickiness. After all and above all, having a coherent investing roadmap and staying within one’s circle of competence is the key to investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017718882,"gmtCreate":1649811096054,"gmtModify":1676534580646,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017718882","repostId":"2227566672","repostType":4,"repost":{"id":"2227566672","pubTimestamp":1649805529,"share":"https://ttm.financial/m/news/2227566672?lang=&edition=fundamental","pubTime":"2022-04-13 07:18","market":"us","language":"en","title":"Apple’s Cook Says Circumventing App Store Would Harm User Privacy","url":"https://stock-news.laohu8.com/highlight/detail?id=2227566672","media":"Bloomberg","summary":"IPhone maker under scrutiny for app store competition policiesGoogle has announced billing concessio","content":"<html><head></head><body><ul><li>IPhone maker under scrutiny for app store competition policies</li><li>Google has announced billing concession for Spotify and others</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b247d53cff481ef26e48ef40f8577048\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>Tim Cook during the Peek Performance virtual event on March 8.Photographer: Gabby Jones/Bloomberg</span></p><p>Apple Inc. Chief Executive Officer Tim Cook said that proposed app store regulations in the U.S. and European Union would put iPhone users’ privacy at risk.</p><p>“If we are forced to let unvetted apps onto iPhones, the unintended consequences will be profound,” Cook said during a keynote address at the Global Privacy Summit on Tuesday in Washington. “Data-hungry companies would be able to avoid our privacy rules and once again track our users against their will.”</p><p>Apple is under global scrutiny over app store policies. The EU is working on legislation that would force the company to allow apps to be installed from outside the Apple App Store, threatening Apple’s grip on its platform and potentially limiting its ability to collect a commission from developers.</p><p>In the U.S., two bills that would regulate app stores run by Apple and Alphabet Inc.’s Google have the best chance of becoming law among proposals aimed at reining in big technology companies. In July, three dozen states sued Google, alleging that the company illegally abused its power over the app industry through the Google Play store on mobile devices.</p><p>Apple has lobbied hard against app store regulations, arguing that they would make the iPhone ecosystem more similar to Android, limiting consumer choice and privacy. Last December, Cook met with several senators, including Minnesota Democrat Amy Klobuchar, about this bill and other antitrust proposals.</p><p>Other major tech companies, such as Spotify Technology SA and Microsoft Corp., have lobbied in favor of opening up the iPhone App Store ecosystem. Last month, Google said it would begin letting some apps bill users directly as an alternative to paying through the Play Store, a concession to the mounting antitrust concerns.</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>Apple’s Cook Says Circumventing App Store Would Harm User Privacy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Cook Says Circumventing App Store Would Harm User Privacy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-12/apple-ceo-says-circumventing-app-store-would-harm-user-privacy?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IPhone maker under scrutiny for app store competition policiesGoogle has announced billing concession for Spotify and othersTim Cook during the Peek Performance virtual event on March 8.Photographer: ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-12/apple-ceo-says-circumventing-app-store-would-harm-user-privacy?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-12/apple-ceo-says-circumventing-app-store-would-harm-user-privacy?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227566672","content_text":"IPhone maker under scrutiny for app store competition policiesGoogle has announced billing concession for Spotify and othersTim Cook during the Peek Performance virtual event on March 8.Photographer: Gabby Jones/BloombergApple Inc. Chief Executive Officer Tim Cook said that proposed app store regulations in the U.S. and European Union would put iPhone users’ privacy at risk.“If we are forced to let unvetted apps onto iPhones, the unintended consequences will be profound,” Cook said during a keynote address at the Global Privacy Summit on Tuesday in Washington. “Data-hungry companies would be able to avoid our privacy rules and once again track our users against their will.”Apple is under global scrutiny over app store policies. The EU is working on legislation that would force the company to allow apps to be installed from outside the Apple App Store, threatening Apple’s grip on its platform and potentially limiting its ability to collect a commission from developers.In the U.S., two bills that would regulate app stores run by Apple and Alphabet Inc.’s Google have the best chance of becoming law among proposals aimed at reining in big technology companies. In July, three dozen states sued Google, alleging that the company illegally abused its power over the app industry through the Google Play store on mobile devices.Apple has lobbied hard against app store regulations, arguing that they would make the iPhone ecosystem more similar to Android, limiting consumer choice and privacy. Last December, Cook met with several senators, including Minnesota Democrat Amy Klobuchar, about this bill and other antitrust proposals.Other major tech companies, such as Spotify Technology SA and Microsoft Corp., have lobbied in favor of opening up the iPhone App Store ecosystem. Last month, Google said it would begin letting some apps bill users directly as an alternative to paying through the Play Store, a concession to the mounting antitrust concerns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017711592,"gmtCreate":1649811048938,"gmtModify":1676534580650,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017711592","repostId":"2226650297","repostType":4,"repost":{"id":"2226650297","pubTimestamp":1649809195,"share":"https://ttm.financial/m/news/2226650297?lang=&edition=fundamental","pubTime":"2022-04-13 08:19","market":"us","language":"en","title":"Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?","url":"https://stock-news.laohu8.com/highlight/detail?id=2226650297","media":"seekingalpha","summary":"SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunatel","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.</li><li>Alibaba expanded its share buyback program to $25 billion, up from $15 billion.</li><li>I explain why Alibaba didn’t use up the billions remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before the announcement.</li><li>I rate BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d83402756c5ca778605610bc10977060\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Mission: Possible for Jack Ma&#39;s Alibaba Group?  Kevin Lee/Getty Images Entertainment</span></p><p><b>Alibaba, The Enigmatic And Contentious Stock Of The Chinese Internet Sector</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is covered by a large contingent of Wall Street analyst teams and writers like I. Nonetheless, BABA stock continues to be an enigma among market players. On 14 March 2022, esteemed JPMorgan analyst Alex Yao threw in the towel, downgrading his rating on Alibaba and slashing his price target on the company&#39;s stock to $65 a share from $180. BABA stock subsequently fell to a low of $76.76 a day later. However, the next day, BABA staged a remarkable rebound.</p><p>The “sum of all fears” moment evaporated, as though the triggers never surfaced. It would be irresponsible as a writer to neglect to mention the contributors to the negative sentiment, as much as bulls and shareholders would like to bury these bad memories forever. Unfortunately, the nightmare ain’t over.</p><p>Just a few days before JPMorgan’s ultimate downgrade of the Chinese Internet space, there were three major pieces of bad news. First, on 8 March 2022, The Information released a report saying the initial public offering [IPO] of Ant Group, the financial technology arm of Alibaba Group, would be delayed indefinitely. Ant Group’s IPO was previously anticipated by bankers to be in the second half of this year or early 2023 and was a much-touted catalyst for BABA stock.</p><p>Second, on 10 March 2022, the Securities and Exchange Commission [SEC] named five companies from China that could be delisted for failing to abide by U.S. accounting regulations. It was the first time the SEC had warned companies that their shares were at risk of being delisted for violating the Holding Foreign Companies Accountability Act [HFCAA] which went into effect in late 2020.</p><p>While BABA and none of the Chinese Internet ADRs were included, their share prices were similarly dragged lower. The SEC had given the five companies until March 29 to submit evidence disputing the Commission&#39;s charges. The short allowance, less than three weeks, spooked investors. It was only a matter of time before the rest of the affected ADRs, including BABA, got themselves onto the warning list.</p><p>Third, on 11 March 2022, news that DiDi Global (DIDI) had to put off the listing of its shares in Hong Kong sparked a broad selloff in the Chinese Internet sector. Even stalwarts like Alibaba, Baidu (BIDU), and Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF) were not spared, despite Alibaba and Baidu already having secondary listings in Hong Kong and Tencent’s primary listing in the autonomous city.</p><p>It is fair to say that DIDI’s woes had partially contributed to BABA’s fall on the same day. The long-embattled DIDI stock plummeted over 40% that day, prompting speculations that SoftBank (OTCPK:SFTBY) (OTCPK:SFTBF), which owned about 20% of DIDI, could once again trim its Alibaba stake to fill its funding shortfall. SoftBank had sold around 20 million Alibaba Hong Kong shares in the fourth quarter of 2021, the latest in a series of stock sales of the Chinese e-commerce and cloud giant. Alibaba is also a substantial shareholder of the Chinese ride-hailing giant.</p><p>With the price decline in BABA lasting more than a year, I had thought the remaining shareholders were “diamond hands”-type, much more capable of resisting the onslaught of bearish developments. How wrong I was! BABA’s Relative Strength Index [RSI] fell to a record low on 15 March 2022, indicating an extremely oversold position.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84d32840236e5427866b7444e2ed90ae\" tg-width=\"635\" tg-height=\"491\" width=\"100%\" height=\"auto\"/><span>Alibaba share price and relative strength index RSI (YChart)</span></p><p><b>Why Is Alibaba Doing A Stock Buyback?</b></p><p>Following this treacherous backdrop and the plunge in BABA stock, Alibaba stunned the market on 22 March 2022, expanding its share buyback program to $25 billion, up from $15 billion. With Alibaba having already bought back $9.2 billion of shares, the boost raised the remaining firepower from $5.8 billion to $15.8 billion. This represents 5.5% of Alibaba’s current market capitalization of $289 billion.</p><p>There may be some who question why Alibaba executives didn’t use up the $5.8 billion remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before announcing the revitalized package. It does seem logical for them to do so but who can guarantee BABA stock wouldn’t fall further to a level that an eventual announcement of a $10 billion fresh injection of funds for share buyback wouldn’t be able to reverse?</p><p>A delay in the enhanced share buyback program would have risked a deeper deterioration in the share price, leading to forced selling by those unable to meet margin calls as well as further panic selling by retail investors and fund managers alike. Likewise, if the share price of BABA had dived lower than it did on March 15, many shareholders who had set up stop-loss selling levels, whether in the system or mentally (manual tracking), would have sold their BABA stakes.</p><p>Not only would the faith of these shareholders be possibly permanently damaged, but their sales could also exacerbate further selling resulting in a death spiral. Nothing the company announced subsequently could then change their mind, like the numerous comments on Seeking Alpha I read along the lines of: “I have finally gotten rid of my BABA shares. Never again am I going to touch BABA or any Chinese stocks.”</p><p>If more and more shareholders become ‘burnt’ by BABA, even the additional $10 billion may not be sufficient to stem the tide. On March 15, the volume traded was around 75 million. Taking an estimated $85 as an average for the day, the transaction value would have been $6.4 billion. Assuming that Alibaba was left as the main buyer, the company could only sustain three days of such heavy selling.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00be592a59dddb2e41182c3c63b4ec13\" tg-width=\"635\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Alibaba share price versus trading volume (YChart)</span></p><p>Hence, I reckon the sending of the message for the motivations for an expanded buyback program is more effective in bolstering investor confidence than the buyback itself. This might have been the conclusion of the board of directors at Alibaba Group. After all, the eventual share buyback could sustain the positive momentum following the favorable announcement. This is akin to a ‘having your cake and eating it too’ moment.</p><p>What are the motivations? First, the idea that the executives of Alibaba Group believed BABA shares were undervalued, leading to the desire for a boosted buyback program to correct the situation. Second, their wish to squash criticism that the huge cash hoard of Alibaba Group was only on paper and isn’t real.</p><p>That’s right, Alibaba Group has loads of cash and cash equivalents. On a net cash basis, Alibaba has $55.7 billion (note that a negative net financial debt means net cash). Furthermore, BABA’s free cash flow is also growing steadily (the long-term uptrend remains intact). Alibaba achieved a whopping $12.7 billion of free cash flow in the final quarter of 2021, the third-highest ever in its operating history, amid fears that its ‘compliance’ with Beijing’s Common Prosperity call would “squeeze the company dry.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b11819c84afae3ec7c1fb21be489fc50\" tg-width=\"635\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Alibaba free cash flow and net cash position (YChart)</span></p><p><b>What Is BABA Stock Forecast?</b></p><p>Seeking Alpha’s quant rating on BABA has been a Hold for over a year. Nevertheless, there are signs things could improve. Compared with three months ago, BABA’s Momentum score has notched up <a href=\"https://laohu8.com/S/AONE.U\">one</a> grade to D+ from D. It’s hard to fathom with analysts’ downgrades getting the limelight but BABA’s Revisions score has done better, rising two grades to C from D+.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73a887ee6c627f76b829bfe5e04ed862\" tg-width=\"640\" tg-height=\"173\" width=\"100%\" height=\"auto\"/><span>BABA stock quant rating (Seeking Alpha Premium)</span></p><p>Indeed, the analyst ratings score on BABA has fallen to 4.50. It is no doubt still an enviable Strong Buy but 4.50 is the lowest in the last five years, and a steep fall from the ~4.72 level it enjoyed in the first half of last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/294d069d79c705b85e64cd79cc66800e\" tg-width=\"640\" tg-height=\"347\" width=\"100%\" height=\"auto\"/><span>BABA stock analyst ratings history (Seeking Alpha Premium)</span></p><p>Yet, while there is now a Strong Sell call versus none in February, the number of Strong Buy calls has increased by two. Citi analyst Alicia Yap, who lowered her price target on BABA last week to $177 from $200 but maintained the firm&#39;s buy rating, argued that the stock is near a &#34;historical trough,&#34; making shares &#34;attractive.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/294734ca2636122990d3667bc7aee660\" tg-width=\"640\" tg-height=\"294\" width=\"100%\" height=\"auto\"/><span>BABA stock analyst recommendations (Seeking Alpha Premium)</span></p><p>Despite the spate of target price cuts in the past months, the prevailing average price target at $171.23 provides an upside of 65%. Since price targets are typically issued on a 12-month basis, if BABA indeed hits the average price target, shareholders stand to enjoy over 60% of gains within a year. That’s a respectable alpha!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca9845bfc6e20b5a858b4f2c9aeb2fe5\" tg-width=\"640\" tg-height=\"187\" width=\"100%\" height=\"auto\"/><span>BABA stock average price target (Seeking Alpha Premium)</span></p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p>I consider BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.</p><p>The Chinese discount could narrow substantially on better appreciation of Beijing’s intentions and greater patience</p><p>First, I think non-Chinese investors will come to appreciate Beijing isn’t out to kill the Chinese Internet giants and the Chinese discount could narrow substantially. In a recent interview with Bloomberg TV anchor Haslinda Amin, Katherine Tai, the 19th United States Trade Representative, said that (emphasis mine) “for the people who are criticizing our trade policy, it is either because they are not hearing us when we describe what our objectives are, which is to bring a new approach to trade that ensures that trade policy can be and is a force for good. She added, “And I think that some of the other critics are impatient.”</p><p>Similarly, perhaps the critics of Beijing’s regulatory crackdown and policies like “Common Prosperity” either aren’t ‘hearing’ the rationale or are impatient that the process has gone on for over a year and still showing no signs of ending. It’s no wonder that BABA stock shot up following a statement declaring Beijing&#39;s support (content in Chinese) of the Chinese economy and the capital markets following a meeting of the top finance policy body chaired by Chinese Vice Premier Liu He.</p><p>On the much-feared delisting risk, critics also chose to ignore the positive signals sent out by the Chinese securities regulator. Last year, the China Securities Regulatory Commission [CSRC] reiterated its implicit support for the VIE structure and reassured investors several times of their continued effort to reconcile the demands of the SEC with Beijing’s national security needs.</p><p>The cautious (or perhaps simply playing hard to get) SEC Chairman Gary Gensler recently toned down speculation of a potential imminent deal for Chinese companies listed in the U.S. to comply with the HFCAA. Gensler let out that conversations had been &#34;thoughtful, respectful [and] productive,&#34; but he did not know what the talks would lead to. The contrasting levels of optimism reminded me of my younger days when I was confident that my relationship with a then-girlfriend was going great but I realized belatedly that she had thought otherwise.</p><p>On April 2, the Chinese regulators finally confirmed plans to revise confidentiality rules to give U.S. auditors full access to the U.S.-listed Chinese firms’ audit reports. Bloomberg had reported a day earlier that the change could happen as soon as the middle of this year. Hopefully, that is not too long for the impatient shareholders.</p><p><b>BABA ain’t alone in the tech slowdown and geopolitical woes</b></p><p>Second, given the bloodletting in the global tech space, partly due to the slower growth as companies lapse the pandemic-fueled revenue boost, market players should come to appreciate Alibaba Group isn’t alone in disappointing shareholders. At the same time, investors are worried about the negative impact U.S.-China political tensions can cause the Alibaba Group.</p><p>However, non-Chinese companies like Sea Limited (SE) have also found themselves in trouble with foreign governments. For instance, <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>.&#39;s Indian e-commerce operations had to deal with complaints from the country’s trade association. Sea Ltd.&#39;s popular game Free Fire was recently banned in India.</p><p>Although the decline in BABA stock has incurred the vitriol of shareholders, SE stock has fallen more and much faster than the former but it continues to receive favorable mentions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32419c8e74f16a97fc83c0ea8f8f7865\" tg-width=\"635\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Alibaba versus Sea Limited share price chart (YChart)</span></p><p>Meanwhile, Reuters reported that Europe&#39;s competition watchdog has proposed charging major online platforms a fee based on their global net income in order to ensure compliance with content enforcement rules. The European Commission is progressing with a plan to charge big platforms like Google (GOOG) (GOOGL), <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) up to 0.1% of their global annual net income. EC chief Margrethe Vestager guided the &#34;supervisory fee&#34; could raise €20 million-€30 million ($22 million-$32.8 million) annually.</p><p>Critics like to challenge, saying Western governments threaten but proposals have to go through a transparent legal process, implying that they may not be implemented in the end. However, the same Reuters news said (emphasis mine): “Vestager&#39;s proposal is likely to get the nod from member states and EU lawmakers, which are scheduled to meet on April 22 for the fourth round of negotiations and widely expected to result in a deal.”</p><p>Sometimes, I wonder if the critics realize they are indirectly complimenting Beijing’s ability to get policies enacted productively while denigrating the Western system. In any case, Europeans have proven their ability to get their act together in squeezing money out of American companies. Apple Inc. (AAPL) was levied with 10 fines totaling €50 million (~$55 million) for failing to satisfy the order of the Netherlands Authority for Consumers and Markets [ACM] for its monopolistic practices regarding the payment mode used in dating apps.</p><p>If this happened in China, all sorts of negative labels would be piled on Beijing, and fear-mongering would be in overdrive, painting the nightmarish scenario of Apple being penalized for all categories of apps. The &#34;supervisory fee&#34; that the EC is pushing for could be misconstrued akin to how “Common Prosperity” has been maligned.</p><p>My point, though, is that investors could realize not only Chinese companies are subjected to political headwinds. Furthermore, the fines levied by the Chinese authorities are one-off and appropriately sized for the offense. For instance, when the Chinese regulators issued fines on several internet players, the penalty was only 500,000 yuan ($78,000) each, a tiny fraction of the annual revenues posted by the affected companies.</p><p><b>BABA is trading at very low valuation relative to historical levels</b></p><p>Third, I may be beating a dead horse here but it’s undeniable that BABA stock is trading at very depressed valuations currently. Alibaba’s P/E ratio on a forward basis has shrunk from a high of 31 times in the fourth quarter of 2020 to a mere 12 times presently. Alibaba’s PS ratio on a forward basis has compressed from a high of 7.8 times in the fourth quarter of 2020 to a mere 1.8 times presently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1580c7281662c8e435ea308a0ea83fe8\" tg-width=\"635\" tg-height=\"469\" width=\"100%\" height=\"auto\"/><span>Alibaba Group Holding Ltd PS and PE ratio on a forward basis (YChart)</span></p><p>Sure, BABA stock can still go lower. Its valuations had indeed hit more incredulous levels just in mid-March. Nonetheless, the powerful rebound after hitting the trough could be an indication that bargain hunters deemed those multiples (PS ratio of 1.5 times and PE ratio of 9.3 times) to be the ultimate floor for BABA stock.</p><p><b>Alibaba continues to find new ways to monetize its large users across its ecosystem</b></p><p>Fourth, even as market players fear a revenue slowdown at its core e-commerce units, Alibaba Group continues to find new ways to monetize its large users across its ecosystem. Alibaba’s workplace collaboration platform DingTalk recently launched paid versions after securing a large user base during the pandemic. DingTalk’s President Ye Jun revealed that corporate users have to pay 9,800 yuan ($1,530) a year for a version of the platform including corporate digital asset storage services. Another version offering more customized services will start at 100,000 yuan annually, 10 times the previous package.</p><p>In summary, I rate BABA stock a Buy.</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>Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?</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 Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.Alibaba expanded its share buyback program to $25 billion, up from $15 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement\">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","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226650297","content_text":"SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.Alibaba expanded its share buyback program to $25 billion, up from $15 billion.I explain why Alibaba didn’t use up the billions remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before the announcement.I rate BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.Mission: Possible for Jack Ma's Alibaba Group?  Kevin Lee/Getty Images EntertainmentAlibaba, The Enigmatic And Contentious Stock Of The Chinese Internet SectorAlibaba Group Holding Limited (NYSE:BABA) is covered by a large contingent of Wall Street analyst teams and writers like I. Nonetheless, BABA stock continues to be an enigma among market players. On 14 March 2022, esteemed JPMorgan analyst Alex Yao threw in the towel, downgrading his rating on Alibaba and slashing his price target on the company's stock to $65 a share from $180. BABA stock subsequently fell to a low of $76.76 a day later. However, the next day, BABA staged a remarkable rebound.The “sum of all fears” moment evaporated, as though the triggers never surfaced. It would be irresponsible as a writer to neglect to mention the contributors to the negative sentiment, as much as bulls and shareholders would like to bury these bad memories forever. Unfortunately, the nightmare ain’t over.Just a few days before JPMorgan’s ultimate downgrade of the Chinese Internet space, there were three major pieces of bad news. First, on 8 March 2022, The Information released a report saying the initial public offering [IPO] of Ant Group, the financial technology arm of Alibaba Group, would be delayed indefinitely. Ant Group’s IPO was previously anticipated by bankers to be in the second half of this year or early 2023 and was a much-touted catalyst for BABA stock.Second, on 10 March 2022, the Securities and Exchange Commission [SEC] named five companies from China that could be delisted for failing to abide by U.S. accounting regulations. It was the first time the SEC had warned companies that their shares were at risk of being delisted for violating the Holding Foreign Companies Accountability Act [HFCAA] which went into effect in late 2020.While BABA and none of the Chinese Internet ADRs were included, their share prices were similarly dragged lower. The SEC had given the five companies until March 29 to submit evidence disputing the Commission's charges. The short allowance, less than three weeks, spooked investors. It was only a matter of time before the rest of the affected ADRs, including BABA, got themselves onto the warning list.Third, on 11 March 2022, news that DiDi Global (DIDI) had to put off the listing of its shares in Hong Kong sparked a broad selloff in the Chinese Internet sector. Even stalwarts like Alibaba, Baidu (BIDU), and Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF) were not spared, despite Alibaba and Baidu already having secondary listings in Hong Kong and Tencent’s primary listing in the autonomous city.It is fair to say that DIDI’s woes had partially contributed to BABA’s fall on the same day. The long-embattled DIDI stock plummeted over 40% that day, prompting speculations that SoftBank (OTCPK:SFTBY) (OTCPK:SFTBF), which owned about 20% of DIDI, could once again trim its Alibaba stake to fill its funding shortfall. SoftBank had sold around 20 million Alibaba Hong Kong shares in the fourth quarter of 2021, the latest in a series of stock sales of the Chinese e-commerce and cloud giant. Alibaba is also a substantial shareholder of the Chinese ride-hailing giant.With the price decline in BABA lasting more than a year, I had thought the remaining shareholders were “diamond hands”-type, much more capable of resisting the onslaught of bearish developments. How wrong I was! BABA’s Relative Strength Index [RSI] fell to a record low on 15 March 2022, indicating an extremely oversold position.Alibaba share price and relative strength index RSI (YChart)Why Is Alibaba Doing A Stock Buyback?Following this treacherous backdrop and the plunge in BABA stock, Alibaba stunned the market on 22 March 2022, expanding its share buyback program to $25 billion, up from $15 billion. With Alibaba having already bought back $9.2 billion of shares, the boost raised the remaining firepower from $5.8 billion to $15.8 billion. This represents 5.5% of Alibaba’s current market capitalization of $289 billion.There may be some who question why Alibaba executives didn’t use up the $5.8 billion remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before announcing the revitalized package. It does seem logical for them to do so but who can guarantee BABA stock wouldn’t fall further to a level that an eventual announcement of a $10 billion fresh injection of funds for share buyback wouldn’t be able to reverse?A delay in the enhanced share buyback program would have risked a deeper deterioration in the share price, leading to forced selling by those unable to meet margin calls as well as further panic selling by retail investors and fund managers alike. Likewise, if the share price of BABA had dived lower than it did on March 15, many shareholders who had set up stop-loss selling levels, whether in the system or mentally (manual tracking), would have sold their BABA stakes.Not only would the faith of these shareholders be possibly permanently damaged, but their sales could also exacerbate further selling resulting in a death spiral. Nothing the company announced subsequently could then change their mind, like the numerous comments on Seeking Alpha I read along the lines of: “I have finally gotten rid of my BABA shares. Never again am I going to touch BABA or any Chinese stocks.”If more and more shareholders become ‘burnt’ by BABA, even the additional $10 billion may not be sufficient to stem the tide. On March 15, the volume traded was around 75 million. Taking an estimated $85 as an average for the day, the transaction value would have been $6.4 billion. Assuming that Alibaba was left as the main buyer, the company could only sustain three days of such heavy selling.Alibaba share price versus trading volume (YChart)Hence, I reckon the sending of the message for the motivations for an expanded buyback program is more effective in bolstering investor confidence than the buyback itself. This might have been the conclusion of the board of directors at Alibaba Group. After all, the eventual share buyback could sustain the positive momentum following the favorable announcement. This is akin to a ‘having your cake and eating it too’ moment.What are the motivations? First, the idea that the executives of Alibaba Group believed BABA shares were undervalued, leading to the desire for a boosted buyback program to correct the situation. Second, their wish to squash criticism that the huge cash hoard of Alibaba Group was only on paper and isn’t real.That’s right, Alibaba Group has loads of cash and cash equivalents. On a net cash basis, Alibaba has $55.7 billion (note that a negative net financial debt means net cash). Furthermore, BABA’s free cash flow is also growing steadily (the long-term uptrend remains intact). Alibaba achieved a whopping $12.7 billion of free cash flow in the final quarter of 2021, the third-highest ever in its operating history, amid fears that its ‘compliance’ with Beijing’s Common Prosperity call would “squeeze the company dry.”Alibaba free cash flow and net cash position (YChart)What Is BABA Stock Forecast?Seeking Alpha’s quant rating on BABA has been a Hold for over a year. Nevertheless, there are signs things could improve. Compared with three months ago, BABA’s Momentum score has notched up one grade to D+ from D. It’s hard to fathom with analysts’ downgrades getting the limelight but BABA’s Revisions score has done better, rising two grades to C from D+.BABA stock quant rating (Seeking Alpha Premium)Indeed, the analyst ratings score on BABA has fallen to 4.50. It is no doubt still an enviable Strong Buy but 4.50 is the lowest in the last five years, and a steep fall from the ~4.72 level it enjoyed in the first half of last year.BABA stock analyst ratings history (Seeking Alpha Premium)Yet, while there is now a Strong Sell call versus none in February, the number of Strong Buy calls has increased by two. Citi analyst Alicia Yap, who lowered her price target on BABA last week to $177 from $200 but maintained the firm's buy rating, argued that the stock is near a \"historical trough,\" making shares \"attractive.\"BABA stock analyst recommendations (Seeking Alpha Premium)Despite the spate of target price cuts in the past months, the prevailing average price target at $171.23 provides an upside of 65%. Since price targets are typically issued on a 12-month basis, if BABA indeed hits the average price target, shareholders stand to enjoy over 60% of gains within a year. That’s a respectable alpha!BABA stock average price target (Seeking Alpha Premium)Is BABA Stock A Buy, Sell, Or Hold?I consider BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.The Chinese discount could narrow substantially on better appreciation of Beijing’s intentions and greater patienceFirst, I think non-Chinese investors will come to appreciate Beijing isn’t out to kill the Chinese Internet giants and the Chinese discount could narrow substantially. In a recent interview with Bloomberg TV anchor Haslinda Amin, Katherine Tai, the 19th United States Trade Representative, said that (emphasis mine) “for the people who are criticizing our trade policy, it is either because they are not hearing us when we describe what our objectives are, which is to bring a new approach to trade that ensures that trade policy can be and is a force for good. She added, “And I think that some of the other critics are impatient.”Similarly, perhaps the critics of Beijing’s regulatory crackdown and policies like “Common Prosperity” either aren’t ‘hearing’ the rationale or are impatient that the process has gone on for over a year and still showing no signs of ending. It’s no wonder that BABA stock shot up following a statement declaring Beijing's support (content in Chinese) of the Chinese economy and the capital markets following a meeting of the top finance policy body chaired by Chinese Vice Premier Liu He.On the much-feared delisting risk, critics also chose to ignore the positive signals sent out by the Chinese securities regulator. Last year, the China Securities Regulatory Commission [CSRC] reiterated its implicit support for the VIE structure and reassured investors several times of their continued effort to reconcile the demands of the SEC with Beijing’s national security needs.The cautious (or perhaps simply playing hard to get) SEC Chairman Gary Gensler recently toned down speculation of a potential imminent deal for Chinese companies listed in the U.S. to comply with the HFCAA. Gensler let out that conversations had been \"thoughtful, respectful [and] productive,\" but he did not know what the talks would lead to. The contrasting levels of optimism reminded me of my younger days when I was confident that my relationship with a then-girlfriend was going great but I realized belatedly that she had thought otherwise.On April 2, the Chinese regulators finally confirmed plans to revise confidentiality rules to give U.S. auditors full access to the U.S.-listed Chinese firms’ audit reports. Bloomberg had reported a day earlier that the change could happen as soon as the middle of this year. Hopefully, that is not too long for the impatient shareholders.BABA ain’t alone in the tech slowdown and geopolitical woesSecond, given the bloodletting in the global tech space, partly due to the slower growth as companies lapse the pandemic-fueled revenue boost, market players should come to appreciate Alibaba Group isn’t alone in disappointing shareholders. At the same time, investors are worried about the negative impact U.S.-China political tensions can cause the Alibaba Group.However, non-Chinese companies like Sea Limited (SE) have also found themselves in trouble with foreign governments. For instance, Sea Ltd.'s Indian e-commerce operations had to deal with complaints from the country’s trade association. Sea Ltd.'s popular game Free Fire was recently banned in India.Although the decline in BABA stock has incurred the vitriol of shareholders, SE stock has fallen more and much faster than the former but it continues to receive favorable mentions.Alibaba versus Sea Limited share price chart (YChart)Meanwhile, Reuters reported that Europe's competition watchdog has proposed charging major online platforms a fee based on their global net income in order to ensure compliance with content enforcement rules. The European Commission is progressing with a plan to charge big platforms like Google (GOOG) (GOOGL), Meta Platforms (FB), and Twitter (TWTR) up to 0.1% of their global annual net income. EC chief Margrethe Vestager guided the \"supervisory fee\" could raise €20 million-€30 million ($22 million-$32.8 million) annually.Critics like to challenge, saying Western governments threaten but proposals have to go through a transparent legal process, implying that they may not be implemented in the end. However, the same Reuters news said (emphasis mine): “Vestager's proposal is likely to get the nod from member states and EU lawmakers, which are scheduled to meet on April 22 for the fourth round of negotiations and widely expected to result in a deal.”Sometimes, I wonder if the critics realize they are indirectly complimenting Beijing’s ability to get policies enacted productively while denigrating the Western system. In any case, Europeans have proven their ability to get their act together in squeezing money out of American companies. Apple Inc. (AAPL) was levied with 10 fines totaling €50 million (~$55 million) for failing to satisfy the order of the Netherlands Authority for Consumers and Markets [ACM] for its monopolistic practices regarding the payment mode used in dating apps.If this happened in China, all sorts of negative labels would be piled on Beijing, and fear-mongering would be in overdrive, painting the nightmarish scenario of Apple being penalized for all categories of apps. The \"supervisory fee\" that the EC is pushing for could be misconstrued akin to how “Common Prosperity” has been maligned.My point, though, is that investors could realize not only Chinese companies are subjected to political headwinds. Furthermore, the fines levied by the Chinese authorities are one-off and appropriately sized for the offense. For instance, when the Chinese regulators issued fines on several internet players, the penalty was only 500,000 yuan ($78,000) each, a tiny fraction of the annual revenues posted by the affected companies.BABA is trading at very low valuation relative to historical levelsThird, I may be beating a dead horse here but it’s undeniable that BABA stock is trading at very depressed valuations currently. Alibaba’s P/E ratio on a forward basis has shrunk from a high of 31 times in the fourth quarter of 2020 to a mere 12 times presently. Alibaba’s PS ratio on a forward basis has compressed from a high of 7.8 times in the fourth quarter of 2020 to a mere 1.8 times presently.Alibaba Group Holding Ltd PS and PE ratio on a forward basis (YChart)Sure, BABA stock can still go lower. Its valuations had indeed hit more incredulous levels just in mid-March. Nonetheless, the powerful rebound after hitting the trough could be an indication that bargain hunters deemed those multiples (PS ratio of 1.5 times and PE ratio of 9.3 times) to be the ultimate floor for BABA stock.Alibaba continues to find new ways to monetize its large users across its ecosystemFourth, even as market players fear a revenue slowdown at its core e-commerce units, Alibaba Group continues to find new ways to monetize its large users across its ecosystem. Alibaba’s workplace collaboration platform DingTalk recently launched paid versions after securing a large user base during the pandemic. DingTalk’s President Ye Jun revealed that corporate users have to pay 9,800 yuan ($1,530) a year for a version of the platform including corporate digital asset storage services. Another version offering more customized services will start at 100,000 yuan annually, 10 times the previous package.In summary, I rate BABA stock a Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017316239,"gmtCreate":1649744255147,"gmtModify":1676534562979,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017316239","repostId":"1166754456","repostType":2,"repost":{"id":"1166754456","pubTimestamp":1649733938,"share":"https://ttm.financial/m/news/1166754456?lang=&edition=fundamental","pubTime":"2022-04-12 11:25","market":"us","language":"en","title":"Apple: Cracks Appearing?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166754456","media":"seekingalpha","summary":"SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is starting to face cracks in consumer demand for smartphones and computers.</li><li>The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are starting to cut those meager growth targets.</li><li>The stock remains far too expensive at 28x EPS targets while being one of the few tech stocks still trading at all-time highs.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0df38408ecc8ac591ed1b2b865a36f26\" tg-width=\"1536\" tg-height=\"1020\" referrerpolicy=\"no-referrer\"/><span>Richard Villalonundefined undefined/iStock via Getty Images</span></p><p><b>Apple</b> (NASDAQ:AAPL) still trades near all-time highs, yet logical signs of cracks are starting to appear to the business facade. The consensus estimates already point to limit growth and the Covid pull forwards alongwith recession fears are starting to turn into visible slowdowns. My investment thesis remains bearish on Apple until the stock price resets similar to just about every other stock in the market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a14cdf850c36be0234110c7e0e1b37d\" tg-width=\"990\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>FinViz</span></p><p><b>Waning Consumer Demand</b></p><p>Apple relies heavily on consumer demand to fuel sales. The tech giant isn&#39;t heavily focused on corporate customers, and the recent warning from chips suppliers and analysts all point to the current market weakness coming from electronics and smartphone-related products bought by consumers.</p><p>The biggest concern was the end of March warning from Apple supplier <b>Taiwan Semiconductor Manufacturing Co.</b>(TSM). Chairman Mark Liu suggested demand was slowing down in prime Apple markets such as smartphones and PCs. The chip manufacturer further suggested demand is especially weak in China, where Apple has the 3rd largest market by sales based on FY21 numbers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e31dc970607d9ea25a0e1d79d3c744e\" tg-width=\"640\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/><span>Apple FY21 earnings release</span></p><p>The biggest slowdown impact is likely in the lower-tier smartphones where Apple doesn&#39;t operate, but any lower demand in premium smartphones will hurt the tech giant. Remember, Apple saw substantial sales pull forward beyond smartphones, with Macs and iPad sales jumping to record sales levels for products struggling in previous periods to even grow.</p><p>In total, sales surged in FY21 by a massive $91 billion to reach $366 billion. Historically, Apple has seen iPhone cycles pull forward demand, and the 5G iPhone released at the end of 2020 was such a scenario.</p><p>The combined Mac and iPad revenue used for WFM and virtual school saw revenues surge from $47 billion in FY19 to $67 billion during FY21. Mac revenues likely saw a small boost from new M1 chips pushing up demand, but sales were a very strong $9 billion above FY19 levels for a company with no growth in the category going on 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe15df70a5e3120a2a48328f7ba77e7\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>sixcolors</span></p><p>iPad revenue saw the biggest boost likely due to the demand to supplement virtual school demand for people lacking enough PCs at home. The category had seen demand plunge from FY13 peaks at $31 billion to only see Covid pull forward and push total sales to a record $32 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94eeac22a428aa50b5350c615b9968b0\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/><span>sixcolors</span></p><p>Other areas such as Services won&#39;t see any giveback, but the company faces headwinds in demand for Macs and iPads on top of potential flattish sales for iPhones. Any slowdown expectations hasn&#39;t actually been embraced by the stock market yet.</p><p>The chip market isn&#39;t completely falling apart as the automotive market still can&#39;t meet demand and the high-performance computing and IoT sectors are riding trends beyond Covid pull forwards. After all, TSMC still can&#39;t fully meet chip demand.</p><p><b>Elevated Risks</b></p><p>The risk isn&#39;t that Apple misses consensus analyst targets, but rather that the tech giant actually matches current weak growth targets. Most readers are probably tired of hearing this point, but nobody actually expected the tech giant to record fast growth over the next 4 years.</p><p>The highest forecasted growth rates through FY25 is the 8.2% rate this fiscal year. The quarterly growth rates are set to dip to the 5% to 7% range for the next few years with Apple likely reporting the last double-digit growth in FQ1&#39;22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/786346e421b42c4a3b1e1d4307bff8de\" tg-width=\"640\" tg-height=\"124\" referrerpolicy=\"no-referrer\"/><span>SA earnings estimates</span></p><p>In essence, Apple analysts didn&#39;t expect fast growth and the company only matching analyst estimates won&#39;t warrant the stock still trading at ~28x EPS estimates. The trend over the last month has been revenue estimates actually trending lower. The exact opposite of expectations has occurred after Apple reported a blowout December quarter where EPS grew a surprising 25%.</p><p>JPMorgan analyst Samik Chatterjee just cut earnings estimates due to weak iPhone demand led by disappointing SE sales. The analyst even suggests high-end smartphone and laptop demand remains strong, but Mr. Chatterjee had to cut FY22 targets anyway.</p><p>Remember, the key is that demand for existing products surged during Covid shutdowns, while the exciting new products pushing the stock up the last year won&#39;t materially add to revenues for years. The AR/VR device isn&#39;t likely to reach the market until FY23, and AVs have an even more questionable future, with sales not set to materially impact numbers until possibly FY26, at the earliest.</p><p><b>Takeaway</b></p><p>The key investor takeaway is that Apple is starting to face an increasingly more difficult consumer demand environment and the stock hasn&#39;t corrected. The tech giant still trades at 28x EPS targets despite meager forecasted growth rates that analysts are starting to actually cut.</p><p>Investors still have the time to sell Apple at the top unlike just about any other tech stock.</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>Apple: Cracks Appearing?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Cracks Appearing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500763-apple-cracks-appearing><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500763-apple-cracks-appearing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4500763-apple-cracks-appearing","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166754456","content_text":"SummaryApple is starting to face cracks in consumer demand for smartphones and computers.The market continues to miss that analysts only forecast slow growth for the years ahead, and analysts are starting to cut those meager growth targets.The stock remains far too expensive at 28x EPS targets while being one of the few tech stocks still trading at all-time highs.Richard Villalonundefined undefined/iStock via Getty ImagesApple (NASDAQ:AAPL) still trades near all-time highs, yet logical signs of cracks are starting to appear to the business facade. The consensus estimates already point to limit growth and the Covid pull forwards alongwith recession fears are starting to turn into visible slowdowns. My investment thesis remains bearish on Apple until the stock price resets similar to just about every other stock in the market.FinVizWaning Consumer DemandApple relies heavily on consumer demand to fuel sales. The tech giant isn't heavily focused on corporate customers, and the recent warning from chips suppliers and analysts all point to the current market weakness coming from electronics and smartphone-related products bought by consumers.The biggest concern was the end of March warning from Apple supplier Taiwan Semiconductor Manufacturing Co.(TSM). Chairman Mark Liu suggested demand was slowing down in prime Apple markets such as smartphones and PCs. The chip manufacturer further suggested demand is especially weak in China, where Apple has the 3rd largest market by sales based on FY21 numbers.Apple FY21 earnings releaseThe biggest slowdown impact is likely in the lower-tier smartphones where Apple doesn't operate, but any lower demand in premium smartphones will hurt the tech giant. Remember, Apple saw substantial sales pull forward beyond smartphones, with Macs and iPad sales jumping to record sales levels for products struggling in previous periods to even grow.In total, sales surged in FY21 by a massive $91 billion to reach $366 billion. Historically, Apple has seen iPhone cycles pull forward demand, and the 5G iPhone released at the end of 2020 was such a scenario.The combined Mac and iPad revenue used for WFM and virtual school saw revenues surge from $47 billion in FY19 to $67 billion during FY21. Mac revenues likely saw a small boost from new M1 chips pushing up demand, but sales were a very strong $9 billion above FY19 levels for a company with no growth in the category going on 5 years.sixcolorsiPad revenue saw the biggest boost likely due to the demand to supplement virtual school demand for people lacking enough PCs at home. The category had seen demand plunge from FY13 peaks at $31 billion to only see Covid pull forward and push total sales to a record $32 billion.sixcolorsOther areas such as Services won't see any giveback, but the company faces headwinds in demand for Macs and iPads on top of potential flattish sales for iPhones. Any slowdown expectations hasn't actually been embraced by the stock market yet.The chip market isn't completely falling apart as the automotive market still can't meet demand and the high-performance computing and IoT sectors are riding trends beyond Covid pull forwards. After all, TSMC still can't fully meet chip demand.Elevated RisksThe risk isn't that Apple misses consensus analyst targets, but rather that the tech giant actually matches current weak growth targets. Most readers are probably tired of hearing this point, but nobody actually expected the tech giant to record fast growth over the next 4 years.The highest forecasted growth rates through FY25 is the 8.2% rate this fiscal year. The quarterly growth rates are set to dip to the 5% to 7% range for the next few years with Apple likely reporting the last double-digit growth in FQ1'22.SA earnings estimatesIn essence, Apple analysts didn't expect fast growth and the company only matching analyst estimates won't warrant the stock still trading at ~28x EPS estimates. The trend over the last month has been revenue estimates actually trending lower. The exact opposite of expectations has occurred after Apple reported a blowout December quarter where EPS grew a surprising 25%.JPMorgan analyst Samik Chatterjee just cut earnings estimates due to weak iPhone demand led by disappointing SE sales. The analyst even suggests high-end smartphone and laptop demand remains strong, but Mr. Chatterjee had to cut FY22 targets anyway.Remember, the key is that demand for existing products surged during Covid shutdowns, while the exciting new products pushing the stock up the last year won't materially add to revenues for years. The AR/VR device isn't likely to reach the market until FY23, and AVs have an even more questionable future, with sales not set to materially impact numbers until possibly FY26, at the earliest.TakeawayThe key investor takeaway is that Apple is starting to face an increasingly more difficult consumer demand environment and the stock hasn't corrected. The tech giant still trades at 28x EPS targets despite meager forecasted growth rates that analysts are starting to actually cut.Investors still have the time to sell Apple at the top unlike just about any other tech stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9903442923,"gmtCreate":1659064907762,"gmtModify":1676536253170,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903442923","repostId":"1111618348","repostType":2,"repost":{"id":"1111618348","pubTimestamp":1659063879,"share":"https://ttm.financial/m/news/1111618348?lang=&edition=fundamental","pubTime":"2022-07-29 11:04","market":"us","language":"en","title":"Etsy Stock Draws Out Bull Notes On Quarterly Win","url":"https://stock-news.laohu8.com/highlight/detail?id=1111618348","media":"Barchart","summary":"Etsy Inc yesterday evening reported second-quarter earnings of 51 cents per share -- much higher tha","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/ETSY\">Etsy Inc</a> yesterday evening reported second-quarter earnings of 51 cents per share -- much higher than analysts&#39; estimates of 31 cents per share --  in addition to a revenue beat. As a result, the equity has attracted no less than five subsequent price-target hikes, including one from Jefferies to $125 from $115.</p><p>Analysts are mostly optimistic towards Etsy stock, with 12 of the 20 in question rating it a &#34;buy&#34; or better. Shorts have started to hit the exits, too, with short interest down 7.5% in the most recent period. However, the 16.11 million shares sold short still account for 12.8% of ETSY&#39;s available float.</p><p>A shift in the options pits could keep recent tailwinds blowing for the security. This is per ETSY&#39;s Schaeffer&#39;s put/call open interest ratio (SOIR) of 1.89, which is higher than 98% of annual readings, suggesting these short-term options traders have rarely been more put-biased.</p><p>It&#39;s also worth noting the equity&#39;s Volatility Scorecard (VS) sits at a 88 out of 100. This means ETSY has exceeded option traders&#39; volatility expectations over the past year -- a good thing for options buyers.</p><p>Jefferies hiked the security&#39;s price target to $125 from $115.</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>Etsy Stock Draws Out Bull Notes On Quarterly Win</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\">\nEtsy Stock Draws Out Bull Notes On Quarterly Win\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/9371395/etsy-stock-draws-out-bull-notes-on-quarterly-win><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Etsy Inc yesterday evening reported second-quarter earnings of 51 cents per share -- much higher than analysts' estimates of 31 cents per share --  in addition to a revenue beat. As a result, the ...</p>\n\n<a href=\"https://www.barchart.com/story/news/9371395/etsy-stock-draws-out-bull-notes-on-quarterly-win\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc."},"source_url":"https://www.barchart.com/story/news/9371395/etsy-stock-draws-out-bull-notes-on-quarterly-win","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111618348","content_text":"Etsy Inc yesterday evening reported second-quarter earnings of 51 cents per share -- much higher than analysts' estimates of 31 cents per share --  in addition to a revenue beat. As a result, the equity has attracted no less than five subsequent price-target hikes, including one from Jefferies to $125 from $115.Analysts are mostly optimistic towards Etsy stock, with 12 of the 20 in question rating it a \"buy\" or better. Shorts have started to hit the exits, too, with short interest down 7.5% in the most recent period. However, the 16.11 million shares sold short still account for 12.8% of ETSY's available float.A shift in the options pits could keep recent tailwinds blowing for the security. This is per ETSY's Schaeffer's put/call open interest ratio (SOIR) of 1.89, which is higher than 98% of annual readings, suggesting these short-term options traders have rarely been more put-biased.It's also worth noting the equity's Volatility Scorecard (VS) sits at a 88 out of 100. This means ETSY has exceeded option traders' volatility expectations over the past year -- a good thing for options buyers.Jefferies hiked the security's price target to $125 from $115.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900279106,"gmtCreate":1658719950405,"gmtModify":1676536197470,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900279106","repostId":"2253772818","repostType":2,"repost":{"id":"2253772818","pubTimestamp":1658719518,"share":"https://ttm.financial/m/news/2253772818?lang=&edition=fundamental","pubTime":"2022-07-25 11:25","market":"us","language":"en","title":"How to Invest Like Warren Buffett During a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2253772818","media":"CNN Business","summary":"New York (CNN Business)- Between 2020 and 2022, stocks shot toward the moon. This year, they've been","content":"<html><head></head><body><p><b>New York (CNN Business)-</b> Between 2020 and 2022, stocks shot toward the moon. This year, they&#39;ve been jettisoned back to Earth.</p><p>The S&amp;P 500  (INX) is down about 18% year-to-date, inflation rates are at 40-year highs, geopolitical chaos abounds and a recession is looming. The easy-money environment that many investors grew accustomed to over the past 13 years is in the rear view mirror.</p><p>Risky meme stock, SPAC and NFT bets have dried up, giving value stocks, with more stable near-term cash flows, the upper hand in today&#39;s fear-driven market.</p><p>The S&amp;P 500 Growth Index, which tracks stocks that have the best three-year growth in revenue and earnings per share, has fallen nearly 15% in the past year. The S&amp;P 500 Value Index, which tracks stocks with the best valuations, dropped by just 4.8% over the same period.</p><p>&#34;Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,&#34; Warren Buffett warned investors at his annual Berkshire Hathaway shareholder meeting in April. &#34;They don&#39;t make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.&#34;</p><p>The difference between gambling and investing, says the Oracle of Omaha, lies in understanding a company&#39;s fundamentals.</p><p>Technical analysis is based largely on stock price and volume. Traders aren&#39;t trying to predict the future of a company. They don&#39;t look at the underlying business or the economy but instead use charts and identify patterns to predict where a stock is going.</p><p>Fundamental analysis occurs when an investor evaluates a company&#39;s financial position, performance, competition and the economy to determine its value, then purchases that stock when it&#39;s trading at a discount.</p><h3>The casino is open</h3><p>About 15% of all current US stock market investors say they began investing in 2020, according to a Schwab survey — and the majority who opened their first non-retirement investment account that year were under the age of 45 and had lower incomes than more seasoned investors.</p><p>Bolstered by an influx of pandemic stimulus money, about 20 million new investors poured their extra cash into the US stock market over the past two years, using Reddit and other online communities to promote narratives that sent shares of companies like GameStop soaring 100 times in price over a few months.</p><p>These stock rallies were largely based on technicals — a coordinated short squeeze — and not on whether companies were viable in the long-term. That indiscriminate buying helped turn Wall Street into a &#34;gambling parlor,&#34; Buffett said at his company&#39;s April meeting.Technical analysis is useful for short-term trading and for timing markets, while fundamental analysis is useful for long-term investing, which is less susceptible to the whims of the economy.</p><p>Over the long run, equities tend to outperform inflation and recover from downturns by a wide margin, but it&#39;s a marathon — not a sprint. Buffett is known to say that his favorite stock holding period is forever.</p><p>Fundamental analysis doesn&#39;t tell investors much about what will happen in the immediate future, but when it&#39;s time to hunker down and get through the hard times, fundamental investing is the way to go, analysts say.</p><h3>Trust yourself</h3><p>Investors aren&#39;t very good at predicting the future, said Steven Check, who runs the financial advisory firm Check Capital. They tend to overreact to immediate problems. &#34;The market is irrational in the short term, but it&#39;s always rational in the long term,&#34; Check said. Bubbles grow and burst but if you consider how a business will do over the next decade and then stick with it &#34;you&#39;ll eventually end up being rewarded,&#34; he said.</p><p>&#34;The stock market is the only store where when things go on sale, everyone runs out the door. You don&#39;t want to be one of those people,&#34; added Shawn Cruz, head trading strategist at TD Ameritrade. It&#39;s likely that companies with strong balance sheets, healthy cash balances and growing revenues are currently priced at a discount, he said. &#34;So if you have a long term focus and some specific names you&#39;re looking at, this is a good time to pick up some quality shares for your portfolio.&#34;</p><p>You don&#39;t have to be a stock picking guru, he added. Companies like Chase, Apple (AAPL), Amazon (AMZN) and Microsoft (MSFT) are still trading below their recent highs.</p><h3>Do the homework</h3><p>The good news for the lazier (<i>ahem</i>, busier) investors amongst us: Plenty of experts have already done the research for you and — for a small fee — you can gain easy access to it. But if you&#39;re going by Buffett&#39;s rules, it&#39;s important to do the work yourself and never invest in a business you don&#39;t understand.</p><p>A good place to start is by reading up on a prospective company. Look at who&#39;s managing the business, what it&#39;s promoting and how. Do you understand the product and do you think it has a place in the future economy? Ask yourself if you&#39;d rebuild this company from scratch if given the change, Check said.</p><p>Next, take a look at the company&#39;s financial statements, which are typically available on their websites. Evaluate their balance sheet. Do their profit-loss statements, cash flow statements, operating cost, revenue and expenses seem healthy? Has net profit been increasing over the past few years? Does the company&#39;s debt seem outlandish?</p><p>You&#39;ll also want to take a look at the broader economy and see how a company stacks up against its competitors You want to invest in businesses that stand out and have room for growth, especially in a crowded sector.</p><p>Finally, keep up to date. Your investment in a company doesn&#39;t end when a trade goes through. The economy evolves and your portfolio should as well.</p><p>Most importantly, don&#39;t be afraid to stop actively investing. &#34;In my view, for most people, the best thing to do is owning the S&amp;P 500 index fund,&#34; said Buffett at his 2020 shareholder meeting. &#34;There are huge amounts of money people pay for advice they really don&#39;t need.&#34;</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to Invest Like Warren Buffett During a Recession</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\">\nHow to Invest Like Warren Buffett During a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/07/21/investing/buffett-investing-recession/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)- Between 2020 and 2022, stocks shot toward the moon. This year, they've been jettisoned back to Earth.The S&P 500  (INX) is down about 18% year-to-date, inflation rates are at ...</p>\n\n<a href=\"https://edition.cnn.com/2022/07/21/investing/buffett-investing-recession/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://edition.cnn.com/2022/07/21/investing/buffett-investing-recession/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253772818","content_text":"New York (CNN Business)- Between 2020 and 2022, stocks shot toward the moon. This year, they've been jettisoned back to Earth.The S&P 500  (INX) is down about 18% year-to-date, inflation rates are at 40-year highs, geopolitical chaos abounds and a recession is looming. The easy-money environment that many investors grew accustomed to over the past 13 years is in the rear view mirror.Risky meme stock, SPAC and NFT bets have dried up, giving value stocks, with more stable near-term cash flows, the upper hand in today's fear-driven market.The S&P 500 Growth Index, which tracks stocks that have the best three-year growth in revenue and earnings per share, has fallen nearly 15% in the past year. The S&P 500 Value Index, which tracks stocks with the best valuations, dropped by just 4.8% over the same period.\"Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,\" Warren Buffett warned investors at his annual Berkshire Hathaway shareholder meeting in April. \"They don't make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.\"The difference between gambling and investing, says the Oracle of Omaha, lies in understanding a company's fundamentals.Technical analysis is based largely on stock price and volume. Traders aren't trying to predict the future of a company. They don't look at the underlying business or the economy but instead use charts and identify patterns to predict where a stock is going.Fundamental analysis occurs when an investor evaluates a company's financial position, performance, competition and the economy to determine its value, then purchases that stock when it's trading at a discount.The casino is openAbout 15% of all current US stock market investors say they began investing in 2020, according to a Schwab survey — and the majority who opened their first non-retirement investment account that year were under the age of 45 and had lower incomes than more seasoned investors.Bolstered by an influx of pandemic stimulus money, about 20 million new investors poured their extra cash into the US stock market over the past two years, using Reddit and other online communities to promote narratives that sent shares of companies like GameStop soaring 100 times in price over a few months.These stock rallies were largely based on technicals — a coordinated short squeeze — and not on whether companies were viable in the long-term. That indiscriminate buying helped turn Wall Street into a \"gambling parlor,\" Buffett said at his company's April meeting.Technical analysis is useful for short-term trading and for timing markets, while fundamental analysis is useful for long-term investing, which is less susceptible to the whims of the economy.Over the long run, equities tend to outperform inflation and recover from downturns by a wide margin, but it's a marathon — not a sprint. Buffett is known to say that his favorite stock holding period is forever.Fundamental analysis doesn't tell investors much about what will happen in the immediate future, but when it's time to hunker down and get through the hard times, fundamental investing is the way to go, analysts say.Trust yourselfInvestors aren't very good at predicting the future, said Steven Check, who runs the financial advisory firm Check Capital. They tend to overreact to immediate problems. \"The market is irrational in the short term, but it's always rational in the long term,\" Check said. Bubbles grow and burst but if you consider how a business will do over the next decade and then stick with it \"you'll eventually end up being rewarded,\" he said.\"The stock market is the only store where when things go on sale, everyone runs out the door. You don't want to be one of those people,\" added Shawn Cruz, head trading strategist at TD Ameritrade. It's likely that companies with strong balance sheets, healthy cash balances and growing revenues are currently priced at a discount, he said. \"So if you have a long term focus and some specific names you're looking at, this is a good time to pick up some quality shares for your portfolio.\"You don't have to be a stock picking guru, he added. Companies like Chase, Apple (AAPL), Amazon (AMZN) and Microsoft (MSFT) are still trading below their recent highs.Do the homeworkThe good news for the lazier (ahem, busier) investors amongst us: Plenty of experts have already done the research for you and — for a small fee — you can gain easy access to it. But if you're going by Buffett's rules, it's important to do the work yourself and never invest in a business you don't understand.A good place to start is by reading up on a prospective company. Look at who's managing the business, what it's promoting and how. Do you understand the product and do you think it has a place in the future economy? Ask yourself if you'd rebuild this company from scratch if given the change, Check said.Next, take a look at the company's financial statements, which are typically available on their websites. Evaluate their balance sheet. Do their profit-loss statements, cash flow statements, operating cost, revenue and expenses seem healthy? Has net profit been increasing over the past few years? Does the company's debt seem outlandish?You'll also want to take a look at the broader economy and see how a company stacks up against its competitors You want to invest in businesses that stand out and have room for growth, especially in a crowded sector.Finally, keep up to date. Your investment in a company doesn't end when a trade goes through. The economy evolves and your portfolio should as well.Most importantly, don't be afraid to stop actively investing. \"In my view, for most people, the best thing to do is owning the S&P 500 index fund,\" said Buffett at his 2020 shareholder meeting. \"There are huge amounts of money people pay for advice they really don't need.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035781895,"gmtCreate":1647684338740,"gmtModify":1676534258507,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035781895","repostId":"1184059964","repostType":2,"repost":{"id":"1184059964","pubTimestamp":1647651682,"share":"https://ttm.financial/m/news/1184059964?lang=&edition=fundamental","pubTime":"2022-03-19 09:01","market":"us","language":"en","title":"Apple Stock: Bright Green Light to Buy, Key Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1184059964","media":"TheStreet","summary":"One analyst thinks that Apple stock may have finally found its 2022 bottom. The Apple Maven takes a ","content":"<html><head></head><body><p>One analyst thinks that Apple stock may have finally found its 2022 bottom. The Apple Maven takes a closer look.</p><p>As the equities market shows signs that it has finally found its footing (fingers crossed), one vocal Wall Street analyst has given a “bright green light” for Apple stock to climb further.</p><p>Today, the Apple Maven reviews Wedbush’s stance on AAPL, still its top tech pick. Could analyst Dan Ives be right that Apple stock and some of its peers have bottomed for the year?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd834b5930cc8484f73b322c50b95c91\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Apple Stock: Bright Green Light To Buy, Says One Analyst</span></p><p><b>Interest rate hikes underway</b></p><p>Mr. Ives’ key catalyst this week has been the Federal Reserve’s announcement on monetary policy. In a move that has been widely anticipated, the US central bank is raising short-term interest rates by 25 basis points. Six more hikes are expected in 2022.</p><p>I explained yesterday that the bullish reaction to the rate bump can be counterintuitive. Shouldn’t higher interest be a drag for tech and growth stocks?</p><p>The key here is that the markets do not usually react to what is happening right at this moment. Rather, it tends to look forward a few months and anticipate future events.</p><p>Dan Ives seems to agree with me that, rather than causing concern, the start of the rate hike campaign has been felt as a relief. Finally, monetary policy will begin to tighten, and investors can slowly start to worry about something other than rampant inflation.</p><p>This is very much what happened in early November of last year. When the Fed announced the start of the tapering process (that is, the winding down of the Bank’s bond purchase program), the Nasdaq immediately rallied — although enthusiasm lasted barely two months.</p><p>Therefore, yes, I believe that the macroeconomics events of the week were a positive for Apple stock. If “left alone” (i.e., absent market-level shocks and concerns), I think that AAPL share price will tend to rise due to the company’s strong fundamentals and execution.</p><p><b>Has AAPL bottomed?</b></p><p>While I think that Apple stock will be worth much more several years down the road, the harder question to answer is whether shares have seen the worst of 2022.</p><p>Any realistic analyst or investor must leave the door open for further share price weakness. I still think it is a bit too early to say, with much conviction, that the early-year selloff in the markets has completely run its course.</p><p>But here’s one thing that I can do: look at the historical data to understand what could happen next. Barron’s has done some of the work for us.</p><p>According to the publication, citing Dow Jones Market Data in an email that landed in my inbox last evening:</p><blockquote>“The start of a Fed tightening is not necessarily bad for stocks. There have been five rate-raising cycles since 1990, and the major stock indexes ended<i>higher</i>a year after the first rate increase 80% of the time.”</blockquote><p>In isolation, this figure is not particularly impressive, since the S&amp;P 500 has produced positive returns for the year 80% of the time in the past 3 decades. But at least, the observation suggests that recent rate hikes have not been any more likely to drag the performance of the stock market.</p><p>I then looked at Apple stock itself. Keep in mind that AAPL dropped as much as 17% from its all-time high, with the YTD bottom being reached as recently as March 14.</p><p>In the iPhone era, i.e. since 2007, Apple shares dropped at least this much a few times: certainly during the Great Recession of 2008, but also in 2013-2014, 2017-2018, and during the more recent COVID-19 bear market.</p><p>Whenever a 17%-plus selloff happened, Apple managed to produce outstanding average returns of 56% one year later! While, in rare instances, share price continued to decline after the 17% drawdown, the stock was in positive territory a year later 92% of the time.</p><p>Check out the histogram below, which shows the distribution of one-year forward returns after Apple stock dipped 17% of more from a peak, since 2007:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d0028f6b3627c6e01dbd676d5158e65\" tg-width=\"823\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Figure 2: AAPL: 1-year return after 17%+ selloff.</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Bright Green Light to Buy, Key Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Bright Green Light to Buy, Key Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-bright-green-light-to-buy-says-one-analyst><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One analyst thinks that Apple stock may have finally found its 2022 bottom. The Apple Maven takes a closer look.As the equities market shows signs that it has finally found its footing (fingers ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-bright-green-light-to-buy-says-one-analyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-bright-green-light-to-buy-says-one-analyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184059964","content_text":"One analyst thinks that Apple stock may have finally found its 2022 bottom. The Apple Maven takes a closer look.As the equities market shows signs that it has finally found its footing (fingers crossed), one vocal Wall Street analyst has given a “bright green light” for Apple stock to climb further.Today, the Apple Maven reviews Wedbush’s stance on AAPL, still its top tech pick. Could analyst Dan Ives be right that Apple stock and some of its peers have bottomed for the year?Figure 1: Apple Stock: Bright Green Light To Buy, Says One AnalystInterest rate hikes underwayMr. Ives’ key catalyst this week has been the Federal Reserve’s announcement on monetary policy. In a move that has been widely anticipated, the US central bank is raising short-term interest rates by 25 basis points. Six more hikes are expected in 2022.I explained yesterday that the bullish reaction to the rate bump can be counterintuitive. Shouldn’t higher interest be a drag for tech and growth stocks?The key here is that the markets do not usually react to what is happening right at this moment. Rather, it tends to look forward a few months and anticipate future events.Dan Ives seems to agree with me that, rather than causing concern, the start of the rate hike campaign has been felt as a relief. Finally, monetary policy will begin to tighten, and investors can slowly start to worry about something other than rampant inflation.This is very much what happened in early November of last year. When the Fed announced the start of the tapering process (that is, the winding down of the Bank’s bond purchase program), the Nasdaq immediately rallied — although enthusiasm lasted barely two months.Therefore, yes, I believe that the macroeconomics events of the week were a positive for Apple stock. If “left alone” (i.e., absent market-level shocks and concerns), I think that AAPL share price will tend to rise due to the company’s strong fundamentals and execution.Has AAPL bottomed?While I think that Apple stock will be worth much more several years down the road, the harder question to answer is whether shares have seen the worst of 2022.Any realistic analyst or investor must leave the door open for further share price weakness. I still think it is a bit too early to say, with much conviction, that the early-year selloff in the markets has completely run its course.But here’s one thing that I can do: look at the historical data to understand what could happen next. Barron’s has done some of the work for us.According to the publication, citing Dow Jones Market Data in an email that landed in my inbox last evening:“The start of a Fed tightening is not necessarily bad for stocks. There have been five rate-raising cycles since 1990, and the major stock indexes endedhighera year after the first rate increase 80% of the time.”In isolation, this figure is not particularly impressive, since the S&P 500 has produced positive returns for the year 80% of the time in the past 3 decades. But at least, the observation suggests that recent rate hikes have not been any more likely to drag the performance of the stock market.I then looked at Apple stock itself. Keep in mind that AAPL dropped as much as 17% from its all-time high, with the YTD bottom being reached as recently as March 14.In the iPhone era, i.e. since 2007, Apple shares dropped at least this much a few times: certainly during the Great Recession of 2008, but also in 2013-2014, 2017-2018, and during the more recent COVID-19 bear market.Whenever a 17%-plus selloff happened, Apple managed to produce outstanding average returns of 56% one year later! While, in rare instances, share price continued to decline after the 17% drawdown, the stock was in positive territory a year later 92% of the time.Check out the histogram below, which shows the distribution of one-year forward returns after Apple stock dipped 17% of more from a peak, since 2007:Figure 2: AAPL: 1-year return after 17%+ selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033564180,"gmtCreate":1646318005738,"gmtModify":1676534116440,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Ooh","listText":"Ooh","text":"Ooh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033564180","repostId":"1189567792","repostType":2,"repost":{"id":"1189567792","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":1646317915,"share":"https://ttm.financial/m/news/1189567792?lang=&edition=fundamental","pubTime":"2022-03-03 22:31","market":"us","language":"en","title":"U.S. Stocks Opened Higher; Snowflake Shares tumble","url":"https://stock-news.laohu8.com/highlight/detail?id=1189567792","media":"Tiger Newspress","summary":"U.S. stocks rose Thursday as rapid moves in the energy and bond markets slowed.The Dow Jones Industr","content":"<html><head></head><body><p>U.S. stocks rose Thursday as rapid moves in the energy and bond markets slowed.</p><p>The Dow Jones Industrial Average added 175 points, or 0.5%. The S&amp;P 500 moved up about 0.4%, while the Nasdaq Composite climbed 0.3%.</p><p>The move higher in stocks was broad in early trading, with Cisco Systems, Amgen and Walmart all climbing more than 1% to boost the Dow.</p><p>On the earnings front Thursday, shares of Best Buy rose 5% after the retailer met earnings expectations and hiked its dividend, and Kroger climbed 8% after beating estimates on the top and bottom lines.</p><p>Software stock Snowflake dropped 15% after the company reported slowing revenue growth. BJ’s Wholesale, Burlington Stores and Big Lots were all down in premarket trading after their earnings 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>U.S. Stocks Opened Higher; Snowflake Shares tumble</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\">\nU.S. Stocks Opened Higher; Snowflake Shares tumble\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-03 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks rose Thursday as rapid moves in the energy and bond markets slowed.</p><p>The Dow Jones Industrial Average added 175 points, or 0.5%. The S&amp;P 500 moved up about 0.4%, while the Nasdaq Composite climbed 0.3%.</p><p>The move higher in stocks was broad in early trading, with Cisco Systems, Amgen and Walmart all climbing more than 1% to boost the Dow.</p><p>On the earnings front Thursday, shares of Best Buy rose 5% after the retailer met earnings expectations and hiked its dividend, and Kroger climbed 8% after beating estimates on the top and bottom lines.</p><p>Software stock Snowflake dropped 15% after the company reported slowing revenue growth. BJ’s Wholesale, Burlington Stores and Big Lots were all down in premarket trading after their earnings reports.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","BBY":"百思买",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","KR":"克罗格"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189567792","content_text":"U.S. stocks rose Thursday as rapid moves in the energy and bond markets slowed.The Dow Jones Industrial Average added 175 points, or 0.5%. The S&P 500 moved up about 0.4%, while the Nasdaq Composite climbed 0.3%.The move higher in stocks was broad in early trading, with Cisco Systems, Amgen and Walmart all climbing more than 1% to boost the Dow.On the earnings front Thursday, shares of Best Buy rose 5% after the retailer met earnings expectations and hiked its dividend, and Kroger climbed 8% after beating estimates on the top and bottom lines.Software stock Snowflake dropped 15% after the company reported slowing revenue growth. BJ’s Wholesale, Burlington Stores and Big Lots were all down in premarket trading after their earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053470214,"gmtCreate":1654578284038,"gmtModify":1676535472652,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053470214","repostId":"1156277271","repostType":4,"repost":{"id":"1156277271","pubTimestamp":1654561042,"share":"https://ttm.financial/m/news/1156277271?lang=&edition=fundamental","pubTime":"2022-06-07 08:17","market":"us","language":"en","title":"Amazon Stock Price Prediction After the Split: Where Will AMZN Go From Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156277271","media":"investorplace","summary":"Amazon(AMZN) has enacted its highly anticipated 20-for-1 stock split.AMZN stock is cheap at under $1","content":"<html><head></head><body><ul><li><b>Amazon</b>(<b><u>AMZN</u></b>) has enacted its highly anticipated 20-for-1 stock split.</li><li>AMZN stock is cheap at under $125 currently, but experts aren&#39;t worried.</li><li>Investors now have an opportunity to own shares before Amazon rises again.</li></ul><p><img src=\"https://static.tigerbbs.com/63172eb7ac4af60360c26572dd0f690c\" tg-width=\"1600\" tg-height=\"900\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Jonathan Weiss / Shutterstock.com</p><p>The summer of stock splits is off to a good start. Last Friday, <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) enacted its 20-for-1 stock split.</p><p>Currently, AMZN stock trades at just under $125 per share. That’s a much lower price from where it closed before the split. In fact, this is Amazon’slowest level in 25 years, although experts remain unworried. Each time shares of Amazon have split, they have come back stronger. Typically, stock splits are enacted to make shares of a given company more accessible for investors.</p><p><i>InvestorPlace</i>contributor Chris Tyler says buying Amazon stock is “anything but a split decision” now. But Tyler isn’t the only voice calling this a buying opportunity. One expert in particular is<i>quite bullish</i>on shares.</p><h2>AMZN Stock After the Split</h2><p>David Wagner is a portfolio manager atinvestment advisor firm Aptus Capital Advisors. Wagner is also an AMZN shareholder in Aptus exchange-traded funds (ETFs). Following the split, Wagner shared his insights in an email to<i>InvestorPlace</i>:</p><blockquote>“For arguably the first time in 20 years, Amazon has significant excess capacity, and we expect Retail margins to improve from recent lows as utilization scales. An uncertain consumer outlook adds risk, but with [e-commerce] at 15-20% penetration of Retail, y/y [e-commerce] growth trends likely bottoming, and the company seemingly cost focused from here, we see Amazon as well positioned for resumption of [e-commerce] penetration growth.”</blockquote><p>That isn’t the only positive mark Wagner sees for AMZN stock, either. “[T]his stock tends to outperform well when its harvesting instead of investing,” the analyst adds. “And right now, it’s finally harvesting.”</p><p>Wagner does note that stock splits aren’t a guaranteed magic pill to maximize returns for investors. However, he says that “splits lately have been a source of relative alpha.” The analyst and his firm continue to regard AMZN stock with favor, although Aptus would be willing to “pare back” if the share price grew to exceed $150.</p><h2>The Road Ahead for Amazon</h2><p>Stock splits don’t instantly create value for a company. However, they can certainly prove beneficial to investors.</p><p>Back in 2020, <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) announced a stock split,sending shares up 80%between the announcement and actual split date. That type of success has compelled Amazon and otherhigh-growth tech companies to split sharesas well.</p><p>AMZN stock may indeed reach $150 down the line. For now, though, shares are at a great price for small-scale investors looking to buy into the tech behemoth.</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>Amazon Stock Price Prediction After the Split: Where Will AMZN Go From Here?</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\">\nAmazon Stock Price Prediction After the Split: Where Will AMZN Go From Here?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/amazon-stock-price-prediction-after-the-split-where-will-amzn-go-from-here/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon(AMZN) has enacted its highly anticipated 20-for-1 stock split.AMZN stock is cheap at under $125 currently, but experts aren't worried.Investors now have an opportunity to own shares before ...</p>\n\n<a href=\"https://investorplace.com/2022/06/amazon-stock-price-prediction-after-the-split-where-will-amzn-go-from-here/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/06/amazon-stock-price-prediction-after-the-split-where-will-amzn-go-from-here/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156277271","content_text":"Amazon(AMZN) has enacted its highly anticipated 20-for-1 stock split.AMZN stock is cheap at under $125 currently, but experts aren't worried.Investors now have an opportunity to own shares before Amazon rises again.Source: Jonathan Weiss / Shutterstock.comThe summer of stock splits is off to a good start. Last Friday, Amazon(NASDAQ:AMZN) enacted its 20-for-1 stock split.Currently, AMZN stock trades at just under $125 per share. That’s a much lower price from where it closed before the split. In fact, this is Amazon’slowest level in 25 years, although experts remain unworried. Each time shares of Amazon have split, they have come back stronger. Typically, stock splits are enacted to make shares of a given company more accessible for investors.InvestorPlacecontributor Chris Tyler says buying Amazon stock is “anything but a split decision” now. But Tyler isn’t the only voice calling this a buying opportunity. One expert in particular isquite bullishon shares.AMZN Stock After the SplitDavid Wagner is a portfolio manager atinvestment advisor firm Aptus Capital Advisors. Wagner is also an AMZN shareholder in Aptus exchange-traded funds (ETFs). Following the split, Wagner shared his insights in an email toInvestorPlace:“For arguably the first time in 20 years, Amazon has significant excess capacity, and we expect Retail margins to improve from recent lows as utilization scales. An uncertain consumer outlook adds risk, but with [e-commerce] at 15-20% penetration of Retail, y/y [e-commerce] growth trends likely bottoming, and the company seemingly cost focused from here, we see Amazon as well positioned for resumption of [e-commerce] penetration growth.”That isn’t the only positive mark Wagner sees for AMZN stock, either. “[T]his stock tends to outperform well when its harvesting instead of investing,” the analyst adds. “And right now, it’s finally harvesting.”Wagner does note that stock splits aren’t a guaranteed magic pill to maximize returns for investors. However, he says that “splits lately have been a source of relative alpha.” The analyst and his firm continue to regard AMZN stock with favor, although Aptus would be willing to “pare back” if the share price grew to exceed $150.The Road Ahead for AmazonStock splits don’t instantly create value for a company. However, they can certainly prove beneficial to investors.Back in 2020, Tesla(NASDAQ:TSLA) announced a stock split,sending shares up 80%between the announcement and actual split date. That type of success has compelled Amazon and otherhigh-growth tech companies to split sharesas well.AMZN stock may indeed reach $150 down the line. For now, though, shares are at a great price for small-scale investors looking to buy into the tech behemoth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022594678,"gmtCreate":1653541575294,"gmtModify":1676535301576,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022594678","repostId":"2238544070","repostType":4,"repost":{"id":"2238544070","pubTimestamp":1653550746,"share":"https://ttm.financial/m/news/2238544070?lang=&edition=fundamental","pubTime":"2022-05-26 15:39","market":"us","language":"en","title":"Nvidia's Solid Quarter Is Overshadowed By a Light Guide, Setting up a Possible Buy on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2238544070","media":"Motley Fool","summary":"The semiconductor titan is dealing with some near-term macroeconomic challenges, but its long-term future remains bright.","content":"<html><head></head><body><h2>What happened<b> </b></h2><p>Shares of<b> <a href=\"https://laohu8.com/S/NVDA\">Nvidia </b></a> fell in after-hours trading on Thursday, as investors responded to the chipmaker&#39;s lower-than-expected guidance. Nvidia&#39;s stock price was down 6.82% after rising 5% earlier in the day.</p><p><img src=\"https://static.tigerbbs.com/523c9d2d07fb891dfbc5fb3a99c14788\" tg-width=\"866\" tg-height=\"679\" referrerpolicy=\"no-referrer\"/></p><h2>So what</h2><p>Nvidia&#39;s revenue soared 46% year over year to $8.29 billion in its fiscal 2023 third quarter, which ended on May 1. This impressive growth was fueled by an 83% surge in data center sales, to $3.75 billion, and a 31% increase in gaming revenue, to $3.62 billion.</p><p>&#34;We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,&#34; founder and CEO Jensen Huang said in a press release. &#34;The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt Nvidia for AI computing.&#34;</p><p>Despite supply chain disruptions that have plagued the tech sector, Nvidia was able to manage its costs effectively. Its adjusted gross margin actually rose by 90 basis points (1 basis point equals 0.01%) to 67.1%. This, combined with Nvidia&#39;s strong sales growth, helped its adjusted operating income grow by 55% to $3.96 million. Its adjusted earnings per share, in turn, increased 49% to $1.36.</p><h2>Now what</h2><p>Investors, however, appeared to focus more on Nvidia&#39;s financial forecast for its fiscal 2023 second quarter. Management guided for revenue of roughly $8.1 billion, which was below Wall Street&#39;s estimates of more than $8.5 billion.</p><p>Nvidia noted that war in Europe was likely to negatively affect its sales results by approximately $500 million. Still, Huang highlighted the company&#39;s promising slate of new offerings due out later this year, and he remains optimistic that powerful trends will continue to fuel Nvidia&#39;s long-term expansion. He said:</p><blockquote>We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU, and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact.</blockquote><p>Thus, patient, long-term-minded investors may wish to use the sell-off as an opportunity to buy the tech leader&#39;s shares at a discount.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Solid Quarter Is Overshadowed By a Light Guide, Setting up a Possible Buy on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Solid Quarter Is Overshadowed By a Light Guide, Setting up a Possible Buy on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 15:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/25/nvidia-stock-sank-after-hours-trading-today-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened Shares of Nvidia  fell in after-hours trading on Thursday, as investors responded to the chipmaker's lower-than-expected guidance. Nvidia's stock price was down 6.82% after rising 5% ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/25/nvidia-stock-sank-after-hours-trading-today-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/05/25/nvidia-stock-sank-after-hours-trading-today-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238544070","content_text":"What happened Shares of Nvidia  fell in after-hours trading on Thursday, as investors responded to the chipmaker's lower-than-expected guidance. Nvidia's stock price was down 6.82% after rising 5% earlier in the day.So whatNvidia's revenue soared 46% year over year to $8.29 billion in its fiscal 2023 third quarter, which ended on May 1. This impressive growth was fueled by an 83% surge in data center sales, to $3.75 billion, and a 31% increase in gaming revenue, to $3.62 billion.\"We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,\" founder and CEO Jensen Huang said in a press release. \"The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt Nvidia for AI computing.\"Despite supply chain disruptions that have plagued the tech sector, Nvidia was able to manage its costs effectively. Its adjusted gross margin actually rose by 90 basis points (1 basis point equals 0.01%) to 67.1%. This, combined with Nvidia's strong sales growth, helped its adjusted operating income grow by 55% to $3.96 million. Its adjusted earnings per share, in turn, increased 49% to $1.36.Now whatInvestors, however, appeared to focus more on Nvidia's financial forecast for its fiscal 2023 second quarter. Management guided for revenue of roughly $8.1 billion, which was below Wall Street's estimates of more than $8.5 billion.Nvidia noted that war in Europe was likely to negatively affect its sales results by approximately $500 million. Still, Huang highlighted the company's promising slate of new offerings due out later this year, and he remains optimistic that powerful trends will continue to fuel Nvidia's long-term expansion. He said:We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU, and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact.Thus, patient, long-term-minded investors may wish to use the sell-off as an opportunity to buy the tech leader's shares at a discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021184326,"gmtCreate":1653013175165,"gmtModify":1676535208444,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021184326","repostId":"1181397517","repostType":4,"repost":{"id":"1181397517","pubTimestamp":1653009955,"share":"https://ttm.financial/m/news/1181397517?lang=&edition=fundamental","pubTime":"2022-05-20 09:25","market":"us","language":"en","title":"Dear Amazon Stock Fans, Mark Your Calendars for May 25","url":"https://stock-news.laohu8.com/highlight/detail?id=1181397517","media":"InvestorPlace","summary":"The Amazon stock split may come as a buy sign for investors interested in the hard-hit company","content":"<html><head></head><body><ul><li><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) investors will have the chance to vote on a stock split on May 25</li><li>Its board of directors approved a 20-for-1 stock split earlier this month</li><li>AMZN stock has been falling since the company’s unfortunate earnings report last month</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56a691fc6108cda2e6fed16515d38f8d\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Mike Mareen / Shutterstock.com</span></p><p><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) stock is trading in the red today despite its anticipated stock split coming later this month. Shares closed down more than 7% as investors consider jumping back into the discounted stock ahead of its split.</p><p>On May 25, Amazon shareholders will have the chance to vote on the proposed 20-for-1 stock split. The split doesn’t have any direct affect on the stock’s value, or Amazon’s market capitalization, but rather divides each share of the company into 20 pieces. As such, using today’s price of $2,142.25 per share, each investor would hold 20 shares priced at $107.11.</p><p>The split may come as a benefit to the company by offering investors a cheaper price point to invest in the business. Rather than needing to shell out the full $2,000 for one share, traders can buy in at a smaller price point.</p><p>Should Amazon investors feel the move is prudent, the stock split will occur on June 3 of this year.</p><p>Stock splits have been increasingly popular among large-cap tech companies. <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) also recently announced a split this past February.</p><p>Given the company’s decline in share price recently, the chance to make Amazon stock a bit more appealing to traders seems like a strong opportunity for the company.</p><p><b>AMZN Stock Falls Near 2-Year Low as Market Declines</b></p><p>Amazon stock has seen better days in the market. Shares have plummeted in value since the company disclosed an apparent e-commerce slowdown in its recent earnings call on April 28.</p><p>Indeed in its fiscal first quarter, the company saw its operating cash flow drop more than 40%, alongside decreased operating income. Amazon also reported a net loss of $3.8 billion in the March quarter, its first quarterly loss since 2015. Like most companies falling at the moment, Amazon cited inflation, the pandemic, and war in Ukraine as the primary culprits behind the online retailer’s slowed growth.</p><p>Amazon investors will surely be waiting for May 25 to voice their thoughts on the proposed stock split.</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>Dear Amazon Stock Fans, Mark Your Calendars for May 25</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\">\nDear Amazon Stock Fans, Mark Your Calendars for May 25\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (NASDAQ:AMZN) investors will have the chance to vote on a stock split on May 25Its board of directors approved a 20-for-1 stock split earlier this monthAMZN stock has been falling since the ...</p>\n\n<a href=\"https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181397517","content_text":"Amazon (NASDAQ:AMZN) investors will have the chance to vote on a stock split on May 25Its board of directors approved a 20-for-1 stock split earlier this monthAMZN stock has been falling since the company’s unfortunate earnings report last monthSource: Mike Mareen / Shutterstock.comAmazon (NASDAQ:AMZN) stock is trading in the red today despite its anticipated stock split coming later this month. Shares closed down more than 7% as investors consider jumping back into the discounted stock ahead of its split.On May 25, Amazon shareholders will have the chance to vote on the proposed 20-for-1 stock split. The split doesn’t have any direct affect on the stock’s value, or Amazon’s market capitalization, but rather divides each share of the company into 20 pieces. As such, using today’s price of $2,142.25 per share, each investor would hold 20 shares priced at $107.11.The split may come as a benefit to the company by offering investors a cheaper price point to invest in the business. Rather than needing to shell out the full $2,000 for one share, traders can buy in at a smaller price point.Should Amazon investors feel the move is prudent, the stock split will occur on June 3 of this year.Stock splits have been increasingly popular among large-cap tech companies. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) also recently announced a split this past February.Given the company’s decline in share price recently, the chance to make Amazon stock a bit more appealing to traders seems like a strong opportunity for the company.AMZN Stock Falls Near 2-Year Low as Market DeclinesAmazon stock has seen better days in the market. Shares have plummeted in value since the company disclosed an apparent e-commerce slowdown in its recent earnings call on April 28.Indeed in its fiscal first quarter, the company saw its operating cash flow drop more than 40%, alongside decreased operating income. Amazon also reported a net loss of $3.8 billion in the March quarter, its first quarterly loss since 2015. Like most companies falling at the moment, Amazon cited inflation, the pandemic, and war in Ukraine as the primary culprits behind the online retailer’s slowed growth.Amazon investors will surely be waiting for May 25 to voice their thoughts on the proposed stock split.","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087707582,"gmtCreate":1651049173428,"gmtModify":1676534840734,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087707582","repostId":"1166652369","repostType":4,"repost":{"id":"1166652369","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":1651047070,"share":"https://ttm.financial/m/news/1166652369?lang=&edition=fundamental","pubTime":"2022-04-27 16:11","market":"us","language":"en","title":"Lucid Shares Rose 6% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1166652369","media":"Tiger Newspress","summary":"Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of ","content":"<html><head></head><body><p>Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.</p><p>Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.</p><p>Lucid shares rose 6% in premarket trading Wednesday following the announcement.</p><p><img src=\"https://static.tigerbbs.com/8750096a27879e7df6abceec3d05f261\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid&#39;s largest shareholder, with about a 61% stake in the company.</p><p>Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.</p><p>The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.</p><p>Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.</p><p>A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.</p><p>Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.</p><p>The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.</p><p>It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.</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>Lucid Shares Rose 6% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Shares Rose 6% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-27 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.</p><p>Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.</p><p>Lucid shares rose 6% in premarket trading Wednesday following the announcement.</p><p><img src=\"https://static.tigerbbs.com/8750096a27879e7df6abceec3d05f261\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid&#39;s largest shareholder, with about a 61% stake in the company.</p><p>Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.</p><p>The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.</p><p>Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.</p><p>A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.</p><p>Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.</p><p>The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.</p><p>It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166652369","content_text":"Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.Lucid shares rose 6% in premarket trading Wednesday following the announcement.The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid's largest shareholder, with about a 61% stake in the company.Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037777072,"gmtCreate":1648193873921,"gmtModify":1676534315811,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Buy for long term&nbsp;","listText":"Buy for long term&nbsp;","text":"Buy for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037777072","repostId":"2222007132","repostType":2,"repost":{"id":"2222007132","pubTimestamp":1648188758,"share":"https://ttm.financial/m/news/2222007132?lang=&edition=fundamental","pubTime":"2022-03-25 14:12","market":"us","language":"en","title":"NIO Stock: Mixed Earnings, Good Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2222007132","media":"seekingalpha","summary":"SummaryNIO just released its fourth quarter earnings which beat on revenue but missed on adjusted EP","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO just released its fourth quarter earnings which beat on revenue but missed on adjusted EPS.</li><li>I&#39;m not the biggest fan of EV stocks, but I&#39;d consider NIO a relatively good value in the space.</li><li>Its revenue growth is in the triple digits and its deliveries are approaching 100,000 cars per year.</li><li>The stock is relatively cheap, at least by EV standards.</li><li>In this article I make the case that NIO is a hold, as it has a mix of good and bad qualities.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51026759fca43e36f173766ad3463870\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>SimonSkafar/E+ via Getty Images</span></p><p><b>NIO Inc</b> (NYSE:NIO) is a true rarity among EV companies. With positive free cash flow and a single-digit price to sales ratio, it’s the closest thing to a value play you’ll find among EVs. That’s not to say that it IS a value play. Trading at 93 times operating cash flow, it certainly isn’t super cheap–nor is it GAAP profitable just yet. But it is inching ever closer to profitability. In a space where there are few true value plays, stocks like NIO are as close as you can get. So, NIO may be an attractive play for investors who are a little too fundamentals-oriented for the average EV stock.</p><p>Shortly before this article published, NIO released its fourth quarter earnings, which beat on revenue but missed on EPS. Both the revenue beat and earnings miss were pretty small: revenue of $1.55 billion was ahead by $20 million; EPS of $-0.16 was off by two cents. Markets took the earnings poorly, as NIO stock sank after hours.</p><p>But the fact still remains: NIO is one of the few EV companies out there that’s really delivering. Its quarterly vehicle deliveries approach 100,000 on an annualized basis, and it’s already doing over $1.5 billion in quarterly revenue. And the deliveries are increasing each and every single quarter. In the third quarter, NIO delivered 24,439 vehicles, up 100% year-over-year. In January alone, it delivered 9,652 vehicles, up 33% year-over-year. In both of these periods, growth in deliveries was strong. The January figure is particularly important as it indicates NIO will surpass 100,000 deliveries for the full year–a key milestone.</p><p>In 2021, <b>Tesla</b> (TSLA) delivered just under 1 million vehicles. In the same period, <b>Volkswagen</b> (OTCPK:VWAGY) delivered 369,000. These are the kinds of numbers the top players in EVs are putting out. With NIO delivering about 100,000 and growing its deliveries at anywhere from 33% to 100% depending on what period you’re looking at, it could reach this level in just a few years.</p><p>So, NIO is a fast-growing company. In this respect, it’s not different from other EV names. The EV industry is growing at about 24% CAGR, so naturally, a lot of companies in the space have strong growth. What does make NIO a little different is its modest valuation. At today’s prices, NIO trades at just 6.5 times sales and 8 times book value. If you dispute my characterization of those multiples as being “low,” remember that this is an EV company we’re talking about. Even the relatively mature companies in this space usually trade at over 10 times sales. Throw NIO’s 178% three-year CAGR revenue growth on top of its modest multiples, and we may have a true GARP play on our hands here.</p><p>With all that said, I have not invested any money in this stock personally. I think it has a lot of potential, but it isn’t quite at the level of maturity where a complete valuation analysis can be done on it. According to the company’s cash flow statements, it only achieved positive free cash flow (“FCF”) in 2020. So we don’t have a long history of cash flows or earnings to work with here. The revenue trend certainly suggests that the future is bright, but it’s tough to gauge precisely how much the stock is worth. For this reason, I rate the stock a “hold,” as it looks promising but is subject to some uncertainty.</p><p><b>Competitive Landscape</b></p><p>For a company like NIO, the competitive landscape is of crucial importance. EVs are extremely “buzzy” products, and for this reason, the industry is seeing a lot of new entrants. Not only are there countless EV startups out there, but the established auto makers are getting in on the action too. <b>GM</b> (GM) and <b>Ford</b> (F) are rolling out their own EV offerings to compete with the all-electric players. So, this industry has a lot of competition.</p><p>In the EV space, NIO’s biggest competitors include:</p><ul><li><p>Tesla (TSLA)</p></li><li><p>Volkswagen (OTCPK:VWAGY)</p></li><li><p><b>BYD</b> (OTCPK:BYDDF)</p></li><li><p><b>Rivian</b> (RIVN)</p></li><li><p><b>Lucid</b> (LCID)</p></li></ul><p>NIO’s competition with Tesla and Volkswagen is already material. Both of those companies are already selling EVs in China, where NIO makes the vast majority of its sales. The competition with RIVN and LCID is more of a distant possibility. Rivian is still in its infancy, having delivered only 920 cars at the end of 2021, while Lucid is only selling to the U.S. market. LCID is backed by Chinese investors and is planning a Chinese factory, so it may enter the Chinese market eventually.</p><p>So, the “big three” that NIO competes with are Tesla, VW and BYD.</p><p>NIO is presently in third place in deliveries behind Tesla and VW. In 2021, Tesla delivered 936,000 vehicles, VW delivered 369,000. In the same period, NIO delivered 91,429. Its deliveries grew by 109% year-over-year. The growth rates for Tesla and VW were 97% and 100%, respectively. So NIO was last on volume but first on deliveries growth. That makes perfect sense. In economics, the law of diminishing marginal returns states that businesses reach a point where an extra dollar spent results in a smaller incremental gain in production. Tesla and VM, being larger than NIO, are more likely to be at diminishing returns than NIO is.</p><p>BYD also merits a brief mention. It manufactures a wide variety of electric vehicles, from buses and trucks to cars. This makes it less of a “head to head” competitor with NIO compared to Tesla, but it’s still worth mentioning. BYD mainly sells cars in China, so the car portion of its business undoubtedly competes head to head with NIO. If we include BYD’s PHEVs, it sold far more vehicles than NIO in 2021: 593,745 of them, to be specific. If we narrow it down to just BEVs, then BYD enjoys a smaller lead, with 320,000 sold in 2021. BYD also bests NIO on delivery growth, having upped its deliveries 231% year-over-year.</p><p><b>Product Development</b></p><p>As we’ve seen so far, NIO enjoys a solid place in its industry. It beats Tesla and VW on growth, but is behind BYD on both size and growth. It is well ahead of companies like Rivian and Lucid that are only just beginning to deliver vehicles. So, it is a middle-of-the-pack competitor.</p><p>Will it improve its market share in the future?</p><p>To answer that question, we need to look at NIO’s products. As mentioned previously, the EV industry is a competitive place, one where new entrants are always nipping at the incumbents’ heels. In such an industry, the quality of a company’s offerings is very important, as this determines its ability to win over customers who have other options.</p><p>Here’s what NIO’s lineup looks like today:</p><ul><li><p><b>The ET5 and ET7.</b> The flagship sedans. The ET5 is cheaper, but some say it travels further on one charge, due to its smaller size. NIO advertises a 1,000 kilometer range for both of these models but reviewers have noted that the ET5 seems to go further in real world use.</p></li><li><p><b>The EC6 and ES8.</b> These are both SUVs. The ES8 is a luxury SUV with a high price tag, the EC6 is a smaller and more affordable coupe SUV. The EC6 has the biggest range of NIO’s SUVs, at 615 kilometers.</p></li><li><p><b>The ES6.</b> A mid-size SUV with a range between that of the EC6 and ES8.</p></li></ul><p>The general theme here is that NIO’s smaller models have a bigger range while its larger and more luxurious ones have smaller ranges. This is different from Tesla, whose most expensive car (the Roadster) also has the best range. It seems that NIO is going for space and luxurious interiors on its higher end models, and range on its lower end ones. This positioning perhaps makes sense, as luxury car buyers are going for comfort more than performance. However, the big range edge that the sedans have over the SUVs would appear to make the latter less appealing to anyone wanting to travel long distances.</p><p><b>Recent Financials</b></p><p>As we’ve seen, NIO is an extremely fast-growing company with solid positioning in the luxury end of the Chinese EV market. It has all the ingredients for success. Is that translating to solid financials? To answer that question, we need to look at the most recent quarter’s earnings.</p><p>In Q4, NIO delivered:</p><ul><li><p>$1.55 billion in revenue, up 49% (beat by $20 million).</p></li><li><p>$266.7 billion in gross profit, up 28.8%.</p></li><li><p>A $383 million operating loss, up 162.5% from the same quarter a year before (in this case “up” means worse, as we’re talking about growth in losses).</p></li><li><p>$-0.16 in adjusted EPS, missed by $0.02.</p></li><li><p>25,034 vehicles shipped.</p></li></ul><p>Overall, it was a solid quarter in terms of revenue, but a disappointing one in terms of earnings. The earnings remained negative and the losses widened. The widening losses were attributed to the loss of regulatory credits and share-based compensation. Investors might want to see this company’s share-based compensation come down, as it helped drive bigger losses. On the other hand, when we look at the long term trend in losses, they seem to be getting smaller, so perhaps this quarter was a rare exception.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen so far, NIO is a high-growth company with a solid competitive position. It is still losing money, and its EPS loss widened in the most recent quarter–though is shrinking on a full year basis. Because NIO’s net losses make up a small percentage of revenue, it looks like it could become profitable soon. Given all these mixed signals, NIO is a clear hold in my books. I’d neither buy nor short it, but I respect the longs’ thesis. Nevertheless, there are risks and challenges for both holders and shorts to be aware of.</p><p>Those long NIO stock primarily need to keep an eye on competition. Tesla is moving cars in China, the home-grown BYD is quite popular there already, European companies are moving in. It’s a competitive space, much like traditional automotives. So, NIO investors will want to look at how the company is differentiating itself from competitors. The ‘luxury’ thing certainly differentiates it from BYD, but Tesla is a different story.</p><p>Those short NIO should keep in mind the long term trends. The company’s revenue growth is still extremely strong. Its losses grew in the most recent quarter, but losses as a percentage of revenue are trending downward long term. It definitely looks like this company is approaching profitability. If it does swing profitable then the stock might enjoy a boost.</p><p>I’m not playing NIO one way or the other, but I’d prefer to go long than to short it, if I had to choose. The stock is relatively cheap and could swing profitable as soon as this year. Given its small market cap, it could move dramatically on such news. But we don’t know when such news will be forthcoming. So for me, this is a “wait and see” stock. I’d want to see at least a few quarters of positive earnings before buying it. But for those with higher risk tolerance than me, the post-earnings dip may be a great buying opportunity.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock: Mixed Earnings, Good Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock: Mixed Earnings, Good Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497715-nio-stock-q4-2021-earnings-mixed-good-value><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO just released its fourth quarter earnings which beat on revenue but missed on adjusted EPS.I'm not the biggest fan of EV stocks, but I'd consider NIO a relatively good value in the space....</p>\n\n<a href=\"https://seekingalpha.com/article/4497715-nio-stock-q4-2021-earnings-mixed-good-value\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4497715-nio-stock-q4-2021-earnings-mixed-good-value","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2222007132","content_text":"SummaryNIO just released its fourth quarter earnings which beat on revenue but missed on adjusted EPS.I'm not the biggest fan of EV stocks, but I'd consider NIO a relatively good value in the space.Its revenue growth is in the triple digits and its deliveries are approaching 100,000 cars per year.The stock is relatively cheap, at least by EV standards.In this article I make the case that NIO is a hold, as it has a mix of good and bad qualities.SimonSkafar/E+ via Getty ImagesNIO Inc (NYSE:NIO) is a true rarity among EV companies. With positive free cash flow and a single-digit price to sales ratio, it’s the closest thing to a value play you’ll find among EVs. That’s not to say that it IS a value play. Trading at 93 times operating cash flow, it certainly isn’t super cheap–nor is it GAAP profitable just yet. But it is inching ever closer to profitability. In a space where there are few true value plays, stocks like NIO are as close as you can get. So, NIO may be an attractive play for investors who are a little too fundamentals-oriented for the average EV stock.Shortly before this article published, NIO released its fourth quarter earnings, which beat on revenue but missed on EPS. Both the revenue beat and earnings miss were pretty small: revenue of $1.55 billion was ahead by $20 million; EPS of $-0.16 was off by two cents. Markets took the earnings poorly, as NIO stock sank after hours.But the fact still remains: NIO is one of the few EV companies out there that’s really delivering. Its quarterly vehicle deliveries approach 100,000 on an annualized basis, and it’s already doing over $1.5 billion in quarterly revenue. And the deliveries are increasing each and every single quarter. In the third quarter, NIO delivered 24,439 vehicles, up 100% year-over-year. In January alone, it delivered 9,652 vehicles, up 33% year-over-year. In both of these periods, growth in deliveries was strong. The January figure is particularly important as it indicates NIO will surpass 100,000 deliveries for the full year–a key milestone.In 2021, Tesla (TSLA) delivered just under 1 million vehicles. In the same period, Volkswagen (OTCPK:VWAGY) delivered 369,000. These are the kinds of numbers the top players in EVs are putting out. With NIO delivering about 100,000 and growing its deliveries at anywhere from 33% to 100% depending on what period you’re looking at, it could reach this level in just a few years.So, NIO is a fast-growing company. In this respect, it’s not different from other EV names. The EV industry is growing at about 24% CAGR, so naturally, a lot of companies in the space have strong growth. What does make NIO a little different is its modest valuation. At today’s prices, NIO trades at just 6.5 times sales and 8 times book value. If you dispute my characterization of those multiples as being “low,” remember that this is an EV company we’re talking about. Even the relatively mature companies in this space usually trade at over 10 times sales. Throw NIO’s 178% three-year CAGR revenue growth on top of its modest multiples, and we may have a true GARP play on our hands here.With all that said, I have not invested any money in this stock personally. I think it has a lot of potential, but it isn’t quite at the level of maturity where a complete valuation analysis can be done on it. According to the company’s cash flow statements, it only achieved positive free cash flow (“FCF”) in 2020. So we don’t have a long history of cash flows or earnings to work with here. The revenue trend certainly suggests that the future is bright, but it’s tough to gauge precisely how much the stock is worth. For this reason, I rate the stock a “hold,” as it looks promising but is subject to some uncertainty.Competitive LandscapeFor a company like NIO, the competitive landscape is of crucial importance. EVs are extremely “buzzy” products, and for this reason, the industry is seeing a lot of new entrants. Not only are there countless EV startups out there, but the established auto makers are getting in on the action too. GM (GM) and Ford (F) are rolling out their own EV offerings to compete with the all-electric players. So, this industry has a lot of competition.In the EV space, NIO’s biggest competitors include:Tesla (TSLA)Volkswagen (OTCPK:VWAGY)BYD (OTCPK:BYDDF)Rivian (RIVN)Lucid (LCID)NIO’s competition with Tesla and Volkswagen is already material. Both of those companies are already selling EVs in China, where NIO makes the vast majority of its sales. The competition with RIVN and LCID is more of a distant possibility. Rivian is still in its infancy, having delivered only 920 cars at the end of 2021, while Lucid is only selling to the U.S. market. LCID is backed by Chinese investors and is planning a Chinese factory, so it may enter the Chinese market eventually.So, the “big three” that NIO competes with are Tesla, VW and BYD.NIO is presently in third place in deliveries behind Tesla and VW. In 2021, Tesla delivered 936,000 vehicles, VW delivered 369,000. In the same period, NIO delivered 91,429. Its deliveries grew by 109% year-over-year. The growth rates for Tesla and VW were 97% and 100%, respectively. So NIO was last on volume but first on deliveries growth. That makes perfect sense. In economics, the law of diminishing marginal returns states that businesses reach a point where an extra dollar spent results in a smaller incremental gain in production. Tesla and VM, being larger than NIO, are more likely to be at diminishing returns than NIO is.BYD also merits a brief mention. It manufactures a wide variety of electric vehicles, from buses and trucks to cars. This makes it less of a “head to head” competitor with NIO compared to Tesla, but it’s still worth mentioning. BYD mainly sells cars in China, so the car portion of its business undoubtedly competes head to head with NIO. If we include BYD’s PHEVs, it sold far more vehicles than NIO in 2021: 593,745 of them, to be specific. If we narrow it down to just BEVs, then BYD enjoys a smaller lead, with 320,000 sold in 2021. BYD also bests NIO on delivery growth, having upped its deliveries 231% year-over-year.Product DevelopmentAs we’ve seen so far, NIO enjoys a solid place in its industry. It beats Tesla and VW on growth, but is behind BYD on both size and growth. It is well ahead of companies like Rivian and Lucid that are only just beginning to deliver vehicles. So, it is a middle-of-the-pack competitor.Will it improve its market share in the future?To answer that question, we need to look at NIO’s products. As mentioned previously, the EV industry is a competitive place, one where new entrants are always nipping at the incumbents’ heels. In such an industry, the quality of a company’s offerings is very important, as this determines its ability to win over customers who have other options.Here’s what NIO’s lineup looks like today:The ET5 and ET7. The flagship sedans. The ET5 is cheaper, but some say it travels further on one charge, due to its smaller size. NIO advertises a 1,000 kilometer range for both of these models but reviewers have noted that the ET5 seems to go further in real world use.The EC6 and ES8. These are both SUVs. The ES8 is a luxury SUV with a high price tag, the EC6 is a smaller and more affordable coupe SUV. The EC6 has the biggest range of NIO’s SUVs, at 615 kilometers.The ES6. A mid-size SUV with a range between that of the EC6 and ES8.The general theme here is that NIO’s smaller models have a bigger range while its larger and more luxurious ones have smaller ranges. This is different from Tesla, whose most expensive car (the Roadster) also has the best range. It seems that NIO is going for space and luxurious interiors on its higher end models, and range on its lower end ones. This positioning perhaps makes sense, as luxury car buyers are going for comfort more than performance. However, the big range edge that the sedans have over the SUVs would appear to make the latter less appealing to anyone wanting to travel long distances.Recent FinancialsAs we’ve seen, NIO is an extremely fast-growing company with solid positioning in the luxury end of the Chinese EV market. It has all the ingredients for success. Is that translating to solid financials? To answer that question, we need to look at the most recent quarter’s earnings.In Q4, NIO delivered:$1.55 billion in revenue, up 49% (beat by $20 million).$266.7 billion in gross profit, up 28.8%.A $383 million operating loss, up 162.5% from the same quarter a year before (in this case “up” means worse, as we’re talking about growth in losses).$-0.16 in adjusted EPS, missed by $0.02.25,034 vehicles shipped.Overall, it was a solid quarter in terms of revenue, but a disappointing one in terms of earnings. The earnings remained negative and the losses widened. The widening losses were attributed to the loss of regulatory credits and share-based compensation. Investors might want to see this company’s share-based compensation come down, as it helped drive bigger losses. On the other hand, when we look at the long term trend in losses, they seem to be getting smaller, so perhaps this quarter was a rare exception.Risks and ChallengesAs we’ve seen so far, NIO is a high-growth company with a solid competitive position. It is still losing money, and its EPS loss widened in the most recent quarter–though is shrinking on a full year basis. Because NIO’s net losses make up a small percentage of revenue, it looks like it could become profitable soon. Given all these mixed signals, NIO is a clear hold in my books. I’d neither buy nor short it, but I respect the longs’ thesis. Nevertheless, there are risks and challenges for both holders and shorts to be aware of.Those long NIO stock primarily need to keep an eye on competition. Tesla is moving cars in China, the home-grown BYD is quite popular there already, European companies are moving in. It’s a competitive space, much like traditional automotives. So, NIO investors will want to look at how the company is differentiating itself from competitors. The ‘luxury’ thing certainly differentiates it from BYD, but Tesla is a different story.Those short NIO should keep in mind the long term trends. The company’s revenue growth is still extremely strong. Its losses grew in the most recent quarter, but losses as a percentage of revenue are trending downward long term. It definitely looks like this company is approaching profitability. If it does swing profitable then the stock might enjoy a boost.I’m not playing NIO one way or the other, but I’d prefer to go long than to short it, if I had to choose. The stock is relatively cheap and could swing profitable as soon as this year. Given its small market cap, it could move dramatically on such news. But we don’t know when such news will be forthcoming. So for me, this is a “wait and see” stock. I’d want to see at least a few quarters of positive earnings before buying it. But for those with higher risk tolerance than me, the post-earnings dip may be a great buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035790366,"gmtCreate":1647668962591,"gmtModify":1676534257625,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Long term&nbsp;","listText":"Long term&nbsp;","text":"Long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035790366","repostId":"1123762152","repostType":4,"repost":{"id":"1123762152","pubTimestamp":1647654380,"share":"https://ttm.financial/m/news/1123762152?lang=&edition=fundamental","pubTime":"2022-03-19 09:46","market":"us","language":"en","title":"Why Lucid Stock Is a ‘Wait-and-See’ Investment Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1123762152","media":"InvestorPlace","summary":"Lucid could be a good investment decision down the roadSource: T. Schneider / ShutterstockLucid is d","content":"<html><head></head><body><p>Lucid could be a good investment decision down the road</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22b1398e9c83df53349b7237411c102\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"/><span>Source: T. Schneider / Shutterstock</span></p><ul><li>Lucid is down 54% from its November high price, wiping over $40 billion off its cheery valuation in the process.</li><li>Its recent fourth-quarter earnings release lowered the company’s electric vehicle (EV) production target dramatically for 2022 from manufacturing issues.</li><li>Investors should be careful here and take a wait-and-see attitude, especially as LCID stock still has a very high valuation.</li></ul><p><b>LucidGroup</b>(NASDAQ:<b><u>LCID</u></b>) has fallen dramatically since peaking at $57.75 on Nov. 17. Now, though, LCID stock is down more than 50% from those levels and trades near $25.50 per share.</p><p>In short, investors are worried about the upstart luxury EV manufacturer and its production ramp during 2022. The bottom line is that its market value has taken a huge hit. And it could keep on falling if Lucid can’t get things back on track.</p><table><tbody><tr><td>LCID</td><td>Lucid Motors</td><td>$25.52</td></tr></tbody></table><p><b>Lucid’s Difficult Outlook</b></p><p>On Feb. 28, Lucid reported that it delivered just 125 EVs in Q4 and 300 deliveries to date, and produced revenue of $26.4 million. That said, in September, the company indicated it was on track to make 577 luxury EVs for the year. Additionally,<i>Barron’s</i> wrote that Wall Street analysts were expecting 250 cars to be made in Q4. Thus, the results being well below forecasts was a major letdown.</p><p>Moreover, the company’s revised outlook for 2022 disappointed investors. Lucid said that its outlook for 2022 production is for a range of 12,000 to 14,000 vehicles. That is significantly lower than its original estimate in July 2021 of 20,000 EVs produced during 2022.</p><p>That is a slashing of 30% to 40% from its original expectations presented to investors prior to the initial public offering (IPO) in late July 2021. The company said that its lower expectations were due to “extraordinary supply chain and logistics challenges.”</p><p>Furthermore,<i>CNBC</i> reported that this has to do with the commodities that go into its trim, including glass quality; Not the semiconductor chip shortage. Peter Rawlinson, CEO of Lucid Motors, told<i>CNBC</i>it wants to make sure that its EVs have the absolute highest quality.</p><p>Analysts have not given the stock much leeway as a result. The average price target for five analysts prior to the results was more than $40 per share. Now, it has dropped to $34.75, and it looks to be still falling.</p><p>Additionally, these analysts now project just $1.31 billion in revenue for 2022. And given its market cap of nearly $42 billion, LCID stock trades for a very high price-sales (P/S) multiple of more than 31 times.</p><p><b>Where This Leaves Investors In LCID Stock</b></p><p>Overall, LCID stock’s high valuation metrics could be vulnerable to another leg down if Q1 results disappoint investors as they did in Q4. For example, analysts forecast just $53.4 million in Q1 revenue, implying that the bulk of the $1.31 billion in sales for 2022 will occur in the second half. If sales come in lower than this, there could be a huge levered effect on expectations for Q2.</p><p>With this in mind, a host of additional headwinds could be buffeting its production efficiency and EV consumer demand. For example, inflation pressures could force the company to raise prices as <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) has been doing recently.</p><p>In addition, concerns about economic growth in the second half due to increasing Federal Reserve interest rate hikes could lead to a lower number of reservations and customer orders. And lastly, the jury is still out on whether the company can profitably scale up a large EV manufacturing operation.</p><p><b>Bottom Line on LCID Stock</b></p><p>As a result, investors might want to take a “wait-and-see” attitude about the valuation of LCID stock. The best approach is probably to purchase more shares on days when the stock hits new lows. This will allow existing investors to average down their costs.</p><p>The risk here is that at 31 times 2022 sales, it could still be significantly too high. There could be another huge disappointment waiting in the wings. And with no margin of safety here in the valuation, most value investors will likely stay away from LCID stock.</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>Why Lucid Stock Is a ‘Wait-and-See’ Investment Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Lucid Stock Is a ‘Wait-and-See’ Investment Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/lcid-stock-wait-and-see-investment-right-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lucid could be a good investment decision down the roadSource: T. Schneider / ShutterstockLucid is down 54% from its November high price, wiping over $40 billion off its cheery valuation in the ...</p>\n\n<a href=\"https://investorplace.com/2022/03/lcid-stock-wait-and-see-investment-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://investorplace.com/2022/03/lcid-stock-wait-and-see-investment-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123762152","content_text":"Lucid could be a good investment decision down the roadSource: T. Schneider / ShutterstockLucid is down 54% from its November high price, wiping over $40 billion off its cheery valuation in the process.Its recent fourth-quarter earnings release lowered the company’s electric vehicle (EV) production target dramatically for 2022 from manufacturing issues.Investors should be careful here and take a wait-and-see attitude, especially as LCID stock still has a very high valuation.LucidGroup(NASDAQ:LCID) has fallen dramatically since peaking at $57.75 on Nov. 17. Now, though, LCID stock is down more than 50% from those levels and trades near $25.50 per share.In short, investors are worried about the upstart luxury EV manufacturer and its production ramp during 2022. The bottom line is that its market value has taken a huge hit. And it could keep on falling if Lucid can’t get things back on track.LCIDLucid Motors$25.52Lucid’s Difficult OutlookOn Feb. 28, Lucid reported that it delivered just 125 EVs in Q4 and 300 deliveries to date, and produced revenue of $26.4 million. That said, in September, the company indicated it was on track to make 577 luxury EVs for the year. Additionally,Barron’s wrote that Wall Street analysts were expecting 250 cars to be made in Q4. Thus, the results being well below forecasts was a major letdown.Moreover, the company’s revised outlook for 2022 disappointed investors. Lucid said that its outlook for 2022 production is for a range of 12,000 to 14,000 vehicles. That is significantly lower than its original estimate in July 2021 of 20,000 EVs produced during 2022.That is a slashing of 30% to 40% from its original expectations presented to investors prior to the initial public offering (IPO) in late July 2021. The company said that its lower expectations were due to “extraordinary supply chain and logistics challenges.”Furthermore,CNBC reported that this has to do with the commodities that go into its trim, including glass quality; Not the semiconductor chip shortage. Peter Rawlinson, CEO of Lucid Motors, toldCNBCit wants to make sure that its EVs have the absolute highest quality.Analysts have not given the stock much leeway as a result. The average price target for five analysts prior to the results was more than $40 per share. Now, it has dropped to $34.75, and it looks to be still falling.Additionally, these analysts now project just $1.31 billion in revenue for 2022. And given its market cap of nearly $42 billion, LCID stock trades for a very high price-sales (P/S) multiple of more than 31 times.Where This Leaves Investors In LCID StockOverall, LCID stock’s high valuation metrics could be vulnerable to another leg down if Q1 results disappoint investors as they did in Q4. For example, analysts forecast just $53.4 million in Q1 revenue, implying that the bulk of the $1.31 billion in sales for 2022 will occur in the second half. If sales come in lower than this, there could be a huge levered effect on expectations for Q2.With this in mind, a host of additional headwinds could be buffeting its production efficiency and EV consumer demand. For example, inflation pressures could force the company to raise prices as Tesla(NASDAQ:TSLA) has been doing recently.In addition, concerns about economic growth in the second half due to increasing Federal Reserve interest rate hikes could lead to a lower number of reservations and customer orders. And lastly, the jury is still out on whether the company can profitably scale up a large EV manufacturing operation.Bottom Line on LCID StockAs a result, investors might want to take a “wait-and-see” attitude about the valuation of LCID stock. The best approach is probably to purchase more shares on days when the stock hits new lows. This will allow existing investors to average down their costs.The risk here is that at 31 times 2022 sales, it could still be significantly too high. There could be another huge disappointment waiting in the wings. And with no margin of safety here in the valuation, most value investors will likely stay away from LCID stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048280651,"gmtCreate":1656211728373,"gmtModify":1676535785956,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048280651","repostId":"1176316604","repostType":2,"repost":{"id":"1176316604","pubTimestamp":1656201911,"share":"https://ttm.financial/m/news/1176316604?lang=&edition=fundamental","pubTime":"2022-06-26 08:05","market":"us","language":"en","title":"Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1176316604","media":"Motley Fool","summary":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider inves","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>While the market outlook is scary, it doesn&#39;t look as bad if you zoom out to a wider investing horizon.</li><li>Many stocks have reached record or near-term valuation lows.</li></ul><p>The market is giving investors great buying opportunities; it&#39;s time to take advantage.</p><p>With the market dipping into bear market territory (down 20% or more from its high), there&#39;s a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.</p><p>However, this is a mistake. Bear markets aren&#39;t uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.</p><p>I&#39;ve got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you&#39;re sure to thank yourself for later.</p><p>1. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.</p><p>While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It&#39;s a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.</p><p>Another hidden benefit here lies in Alphabet&#39;s $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.</p><p>2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia&#39;s data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.</p><p>With more businesses and consumer technologies moving to the cloud, Nvidia&#39;s data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, &#34;Our data center demand is strong and remains strong.&#34;</p><p>GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it&#39;s a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.</p><p>3. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></p><p>People were stuck inside their homes for two years and couldn&#39;t (or didn&#39;t want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019&#39;s pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.</p><p>Airbnb recently revamped its platform and now has many more options than the standard &#34;choose a location and date&#34; search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.</p><p>Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.</p><p>4. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></p><p>In Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company&#39;s vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.</p><p>MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn&#39;t even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.</p><p>5. <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p>Last but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company&#39;s network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.</p><p>Cybersecurity is an expense companies can&#39;t live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike&#39;s favor regardless of economic conditions.</p><p>The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.</p><p>However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.</p><p>In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year&#39;s total.</p><p>The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.</p><p>The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move</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\">\nGot $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","ABNB":"爱彼迎","MELI":"MercadoLibre","NVDA":"英伟达","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176316604","content_text":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving investors great buying opportunities; it's time to take advantage.With the market dipping into bear market territory (down 20% or more from its high), there's a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.However, this is a mistake. Bear markets aren't uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.I've got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you're sure to thank yourself for later.1. AlphabetAlphabet  is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It's a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.Another hidden benefit here lies in Alphabet's $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.2. NvidiaNvidia makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia's data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.With more businesses and consumer technologies moving to the cloud, Nvidia's data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, \"Our data center demand is strong and remains strong.\"GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it's a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.3. AirbnbPeople were stuck inside their homes for two years and couldn't (or didn't want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019's pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.Airbnb recently revamped its platform and now has many more options than the standard \"choose a location and date\" search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.4. MercadoLibreIn Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company's vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn't even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.5. CrowdStrikeLast but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company's network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.Cybersecurity is an expense companies can't live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike's favor regardless of economic conditions.The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year's total.The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033248391,"gmtCreate":1646297465877,"gmtModify":1676534114198,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Gd stock","listText":"Gd stock","text":"Gd stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033248391","repostId":"2216062411","repostType":4,"repost":{"id":"2216062411","pubTimestamp":1646293038,"share":"https://ttm.financial/m/news/2216062411?lang=&edition=fundamental","pubTime":"2022-03-03 15:37","market":"us","language":"en","title":"Alibaba: The Long-Term Opportunity Remains, Says Top Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2216062411","media":"TipRanks","summary":"Russia’s invasion of the Ukraine is already having ramifications for the current world order and wil","content":"<div>\n<p>Russia’s invasion of the Ukraine is already having ramifications for the current world order and will resonate far beyond the region. Apart from the geopolitical implications - finance, trade and ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-the-long-term-opportunity-remains-says-top-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Long-Term Opportunity Remains, Says Top Analyst</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 Long-Term Opportunity Remains, Says Top Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 15:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-the-long-term-opportunity-remains-says-top-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Russia’s invasion of the Ukraine is already having ramifications for the current world order and will resonate far beyond the region. Apart from the geopolitical implications - finance, trade and ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-the-long-term-opportunity-remains-says-top-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1575":"同股不同权","BK1584":"蚂蚁金服概念","BK1608":"元宇宙概念","BK1501":"阿里概念股","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BK4575":"芯片概念","BK1588":"回港中概股","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4527":"明星科技股","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","BABA":"阿里巴巴","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1586":"云计算","BK4581":"高盛持仓","BK4504":"桥水持仓","09988":"阿里巴巴-W","BK1502":"双十一","BK1142":"互联网与直销零售","BK4548":"巴美列捷福持仓","BK1591":"就地过年概念","BK4565":"NFT概念","BK1517":"云办公","BK4554":"元宇宙及AR概念"},"source_url":"https://www.tipranks.com/news/article/alibaba-the-long-term-opportunity-remains-says-top-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216062411","content_text":"Russia’s invasion of the Ukraine is already having ramifications for the current world order and will resonate far beyond the region. Apart from the geopolitical implications - finance, trade and commerce will all feel the impact.Will Alibaba (BABA) feel it too? After all, Russia is Alibaba's AliExpress segment’s largest market.Maybe so, but given business conducted on AliExpress Russia does not get consolidated in Alibaba’s results, Baird's Colin Sebastian thinks exposure to Russia/Ukraine is “quite modest.” “We assume there is risk to valuation of this joint venture,” the 5-star analyst went on to say, “Although still a relatively minor investment for the company.”In any case, Sebastian thinks the Chinese ecommerce giant has other issues to contend with. The recent F3Q results “reflected the slowing macro/retail backdrop and intense competition impacting core retail growth.” Along with pandemic headwinds, these have resulted in slower retail and e-commerce sales in China.Considering the impact of subsidies and fee waivers given to merchants, despite positive GMV growth, CMR (customer management revenue) fell by ~1% from the same period last year, while slower growth in apparel and general merchandise categories also played a part in the downbeat performance. Furthermore, the company is seeing competition intensify in both established markets and more rural areas.To counter these developments, monetization has been put “on the back burner,” with the company focused on “growing the customer base as well as increasing engagement.”At the same time, international segment order growth has stayed robust (up 18%), the company is making inroads with local services (22% order growth) and, importantly, says Sebastian, Alibaba is “showing more progress with community buying and Taobao Deals, which help to counter competing platforms.”And there’s enough evidence to show the company can meet the current challenges. “The biggest takeaway is that Alibaba remains focused on long-term growth despite the near-term macro and competitive headwinds,” summed up Sebastian, “And we continue to see significant value in the company's technology-oriented e-commerce and cloud services platform.”Therefore, the analyst maintains an Outperform (i.e., Buy) rating, although the price target is reduced from $180 to $160, implying shares have room for ~52% growth over the coming year. Overall, 23 analysts have posted BABA reviews over the past 3 months, of which 21 say Buy while 2 recommend to Hold, all coalescing to a Strong Buy consensus rating. The average price target stands at $178.53, and should it be met, investors are looking at 12-month returns of 69%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081563599,"gmtCreate":1650253965029,"gmtModify":1676534680035,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081563599","repostId":"1120574942","repostType":2,"repost":{"id":"1120574942","pubTimestamp":1650250033,"share":"https://ttm.financial/m/news/1120574942?lang=&edition=fundamental","pubTime":"2022-04-18 10:47","market":"us","language":"en","title":"Affirm: Buy Now, Alpha Later?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120574942","media":"seekingalpha","summary":"SummaryAffirm has not been spared from the fintech rout and is down 80% from its all-time high.Core ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Affirm has not been spared from the fintech rout and is down 80% from its all-time high.</li><li>Core financials remain strong as e-commerce and strategic partnerships continue to grow.</li><li>The current valuation might prove low in the years ahead.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/367cd6ba90540402ecedb12f382bd60e\" tg-width=\"1536\" tg-height=\"865\" width=\"100%\" height=\"auto\"/><span>Ilija Erceg/iStock via Getty Images</span></p><p>Leading American buy-now, pay-later firm Affirm (NASDAQ:AFRM) like many other growth companies in the fintech space has for some months now experienced a total collapse of its common shares to new all-time lows. Thestock, less than a year ago, was trading high on its announced partnership with Amazon (AMZN) and had touched $176 per common share for a market cap that was just under $48 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6faca93601fb50e151be77d1d790c1f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>This has since been cut down by 80% to just over $35 and a market cap of $10 billion. The company sits at what has now become a toxic investing intersection of fintech and growth, seemingly catalysed by strong runaway inflation which has necessitated the FED to get significantly more hawkish on its timeline of raising interest rates. Hence, the future macro investment environment for Affirm&#39;s common shares does not look entirely bright in the near term. This comes on the back of the growing demand for BNPL services as e-commerce sales in the USA increasingly grow to account for more of total retail sales.</p><p>When I last covered Affirm, I described the company as the antithesis of deferred gratification as BNPL fundamentally is built on the inversion of delayed gratification. In this, consumers sacrifice their future spending and saving powers for consumption today. The industry has grown virtually unregulated since the onset of the pandemic with the sight of BNPL options at checkout screens becoming ubiquitous. Analysts expect BNPL to continue to grow as more vendors adopt BNPL options and as e-commerce penetration of total retail sales continues to increase.</p><p>Critically, Affirm&#39;s financing solutions when adopted serve as a tool for online vendors to convert abandoned shopping carts to sales and garner higher order sizes. From the vendor&#39;s perspective, higher conversion rates are more than making up for the fees charged by Affirm.</p><p><b>Continued Financial Strength From The Rise Of Instant Gratification</b></p><p>Affirm last reported earnings for its fiscal 2022 second quarter which saw revenue come in at $361 million, an increase of 77% from the previous year and a beat of $27.93 million on analyst consensus. This growth was driven by a rapid upswing in gross merchandise volume which grew to reach $4.5 billion, an increase of 77% from the comparable year-ago period. Affirm&#39;s exclusive partnership with Shopify (SHOP) has been instrumental to this growth with active merchants increasing to 168,000 from 8,000 as Affirm-powered Shop Pay Installments were increasingly adopted by merchants on Shopify&#39;s platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56292ec85c8cdc409c120c8c09312d1f\" tg-width=\"640\" tg-height=\"541\" width=\"100%\" height=\"auto\"/><span>Affirm FY Q2 2022 Earnings Infographic</span></p><p>Active consumers also grew by 150% to 11.2 million on a year-over-year basis and increased by 29% sequentially with transactions per active consumer increasing by 15%.</p><p>However, the company&#39;s core profitability did not improve and instead remained in a negative state characterised by heavy operational cash burn.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ea110742a2f5a7cf5d4b0572bf5d43f\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>A negative net income of $160 million was an improvement from the previous quarter but was a 6x increase from the comparable year-ago period. Cash from operations, a key metric for financial health, worsened to $440 million from a burn of $47 million in the year-ago quarter. Further, with a capital expenditure of $21.8 million during the quarter, Affirm&#39;s total free cash outflow stood at $461.8 million.</p><p>Cash and equivalents closed out the quarter at $2.57 billion, so is more than enough to fund similar losses in the coming quarters. But this rate of cash burn at 127% of total revenue is not sustainable, especially against the guidance of $1,290 million to $1,310 million in revenue for fiscal 2022. Affirm also expects to close out the year with a GMV of between $14.58 billion to $14.78 billion with transaction costs of $705 million to $715 million. Using fiscal 2022 revenue, Affirm is trading at a price to sales revenue multiple of 7.7x. While this is a material decline from the heights it used to trade on, it is still somewhat high for a company not yet profitable in a new investment environment where these are set to be punished.</p><p><b>The Current Valuation With Growth Set To Continue Indefinitely</b></p><p>Affirm is a business at the convergence of two macro trends. This is the continued expected growth of e-commerce sales and the rise of alternative finance. The latter is being championed by the fintech companies that have now all mostly seen their stock price historically cut down to mere fractions of their previous glory. The brutal new investment environment has rendered their shares as far too risky in a world beset by war, inflation risk, and the spectre of a recession.</p><p>However, global retail is expected to continue the structural shift towards online channels. And as this is still in the early stages, Affirm&#39;s runway for growth looks strong. The company&#39;s current valuation when looked at from this perspective looks palatable. And were investor sentiment to return to what it once was, current shareholders would find themselves having bought alpha later.</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>Affirm: Buy Now, Alpha Later?</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\">\nAffirm: Buy Now, Alpha Later?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501738-affirm-afrm-stock-buy-now-alpha-later><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAffirm has not been spared from the fintech rout and is down 80% from its all-time high.Core financials remain strong as e-commerce and strategic partnerships continue to grow.The current ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501738-affirm-afrm-stock-buy-now-alpha-later\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4501738-affirm-afrm-stock-buy-now-alpha-later","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120574942","content_text":"SummaryAffirm has not been spared from the fintech rout and is down 80% from its all-time high.Core financials remain strong as e-commerce and strategic partnerships continue to grow.The current valuation might prove low in the years ahead.Ilija Erceg/iStock via Getty ImagesLeading American buy-now, pay-later firm Affirm (NASDAQ:AFRM) like many other growth companies in the fintech space has for some months now experienced a total collapse of its common shares to new all-time lows. Thestock, less than a year ago, was trading high on its announced partnership with Amazon (AMZN) and had touched $176 per common share for a market cap that was just under $48 billion.Data by YChartsThis has since been cut down by 80% to just over $35 and a market cap of $10 billion. The company sits at what has now become a toxic investing intersection of fintech and growth, seemingly catalysed by strong runaway inflation which has necessitated the FED to get significantly more hawkish on its timeline of raising interest rates. Hence, the future macro investment environment for Affirm's common shares does not look entirely bright in the near term. This comes on the back of the growing demand for BNPL services as e-commerce sales in the USA increasingly grow to account for more of total retail sales.When I last covered Affirm, I described the company as the antithesis of deferred gratification as BNPL fundamentally is built on the inversion of delayed gratification. In this, consumers sacrifice their future spending and saving powers for consumption today. The industry has grown virtually unregulated since the onset of the pandemic with the sight of BNPL options at checkout screens becoming ubiquitous. Analysts expect BNPL to continue to grow as more vendors adopt BNPL options and as e-commerce penetration of total retail sales continues to increase.Critically, Affirm's financing solutions when adopted serve as a tool for online vendors to convert abandoned shopping carts to sales and garner higher order sizes. From the vendor's perspective, higher conversion rates are more than making up for the fees charged by Affirm.Continued Financial Strength From The Rise Of Instant GratificationAffirm last reported earnings for its fiscal 2022 second quarter which saw revenue come in at $361 million, an increase of 77% from the previous year and a beat of $27.93 million on analyst consensus. This growth was driven by a rapid upswing in gross merchandise volume which grew to reach $4.5 billion, an increase of 77% from the comparable year-ago period. Affirm's exclusive partnership with Shopify (SHOP) has been instrumental to this growth with active merchants increasing to 168,000 from 8,000 as Affirm-powered Shop Pay Installments were increasingly adopted by merchants on Shopify's platform.Affirm FY Q2 2022 Earnings InfographicActive consumers also grew by 150% to 11.2 million on a year-over-year basis and increased by 29% sequentially with transactions per active consumer increasing by 15%.However, the company's core profitability did not improve and instead remained in a negative state characterised by heavy operational cash burn.Data by YChartsA negative net income of $160 million was an improvement from the previous quarter but was a 6x increase from the comparable year-ago period. Cash from operations, a key metric for financial health, worsened to $440 million from a burn of $47 million in the year-ago quarter. Further, with a capital expenditure of $21.8 million during the quarter, Affirm's total free cash outflow stood at $461.8 million.Cash and equivalents closed out the quarter at $2.57 billion, so is more than enough to fund similar losses in the coming quarters. But this rate of cash burn at 127% of total revenue is not sustainable, especially against the guidance of $1,290 million to $1,310 million in revenue for fiscal 2022. Affirm also expects to close out the year with a GMV of between $14.58 billion to $14.78 billion with transaction costs of $705 million to $715 million. Using fiscal 2022 revenue, Affirm is trading at a price to sales revenue multiple of 7.7x. While this is a material decline from the heights it used to trade on, it is still somewhat high for a company not yet profitable in a new investment environment where these are set to be punished.The Current Valuation With Growth Set To Continue IndefinitelyAffirm is a business at the convergence of two macro trends. This is the continued expected growth of e-commerce sales and the rise of alternative finance. The latter is being championed by the fintech companies that have now all mostly seen their stock price historically cut down to mere fractions of their previous glory. The brutal new investment environment has rendered their shares as far too risky in a world beset by war, inflation risk, and the spectre of a recession.However, global retail is expected to continue the structural shift towards online channels. And as this is still in the early stages, Affirm's runway for growth looks strong. The company's current valuation when looked at from this perspective looks palatable. And were investor sentiment to return to what it once was, current shareholders would find themselves having bought alpha later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017718882,"gmtCreate":1649811096054,"gmtModify":1676534580646,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017718882","repostId":"2227566672","repostType":4,"repost":{"id":"2227566672","pubTimestamp":1649805529,"share":"https://ttm.financial/m/news/2227566672?lang=&edition=fundamental","pubTime":"2022-04-13 07:18","market":"us","language":"en","title":"Apple’s Cook Says Circumventing App Store Would Harm User Privacy","url":"https://stock-news.laohu8.com/highlight/detail?id=2227566672","media":"Bloomberg","summary":"IPhone maker under scrutiny for app store competition policiesGoogle has announced billing concessio","content":"<html><head></head><body><ul><li>IPhone maker under scrutiny for app store competition policies</li><li>Google has announced billing concession for Spotify and others</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b247d53cff481ef26e48ef40f8577048\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>Tim Cook during the Peek Performance virtual event on March 8.Photographer: Gabby Jones/Bloomberg</span></p><p>Apple Inc. Chief Executive Officer Tim Cook said that proposed app store regulations in the U.S. and European Union would put iPhone users’ privacy at risk.</p><p>“If we are forced to let unvetted apps onto iPhones, the unintended consequences will be profound,” Cook said during a keynote address at the Global Privacy Summit on Tuesday in Washington. “Data-hungry companies would be able to avoid our privacy rules and once again track our users against their will.”</p><p>Apple is under global scrutiny over app store policies. The EU is working on legislation that would force the company to allow apps to be installed from outside the Apple App Store, threatening Apple’s grip on its platform and potentially limiting its ability to collect a commission from developers.</p><p>In the U.S., two bills that would regulate app stores run by Apple and Alphabet Inc.’s Google have the best chance of becoming law among proposals aimed at reining in big technology companies. In July, three dozen states sued Google, alleging that the company illegally abused its power over the app industry through the Google Play store on mobile devices.</p><p>Apple has lobbied hard against app store regulations, arguing that they would make the iPhone ecosystem more similar to Android, limiting consumer choice and privacy. Last December, Cook met with several senators, including Minnesota Democrat Amy Klobuchar, about this bill and other antitrust proposals.</p><p>Other major tech companies, such as Spotify Technology SA and Microsoft Corp., have lobbied in favor of opening up the iPhone App Store ecosystem. Last month, Google said it would begin letting some apps bill users directly as an alternative to paying through the Play Store, a concession to the mounting antitrust concerns.</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>Apple’s Cook Says Circumventing App Store Would Harm User Privacy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Cook Says Circumventing App Store Would Harm User Privacy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-12/apple-ceo-says-circumventing-app-store-would-harm-user-privacy?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IPhone maker under scrutiny for app store competition policiesGoogle has announced billing concession for Spotify and othersTim Cook during the Peek Performance virtual event on March 8.Photographer: ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-12/apple-ceo-says-circumventing-app-store-would-harm-user-privacy?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-12/apple-ceo-says-circumventing-app-store-would-harm-user-privacy?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227566672","content_text":"IPhone maker under scrutiny for app store competition policiesGoogle has announced billing concession for Spotify and othersTim Cook during the Peek Performance virtual event on March 8.Photographer: Gabby Jones/BloombergApple Inc. Chief Executive Officer Tim Cook said that proposed app store regulations in the U.S. and European Union would put iPhone users’ privacy at risk.“If we are forced to let unvetted apps onto iPhones, the unintended consequences will be profound,” Cook said during a keynote address at the Global Privacy Summit on Tuesday in Washington. “Data-hungry companies would be able to avoid our privacy rules and once again track our users against their will.”Apple is under global scrutiny over app store policies. The EU is working on legislation that would force the company to allow apps to be installed from outside the Apple App Store, threatening Apple’s grip on its platform and potentially limiting its ability to collect a commission from developers.In the U.S., two bills that would regulate app stores run by Apple and Alphabet Inc.’s Google have the best chance of becoming law among proposals aimed at reining in big technology companies. In July, three dozen states sued Google, alleging that the company illegally abused its power over the app industry through the Google Play store on mobile devices.Apple has lobbied hard against app store regulations, arguing that they would make the iPhone ecosystem more similar to Android, limiting consumer choice and privacy. Last December, Cook met with several senators, including Minnesota Democrat Amy Klobuchar, about this bill and other antitrust proposals.Other major tech companies, such as Spotify Technology SA and Microsoft Corp., have lobbied in favor of opening up the iPhone App Store ecosystem. Last month, Google said it would begin letting some apps bill users directly as an alternative to paying through the Play Store, a concession to the mounting antitrust concerns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017711592,"gmtCreate":1649811048938,"gmtModify":1676534580650,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017711592","repostId":"2226650297","repostType":4,"repost":{"id":"2226650297","pubTimestamp":1649809195,"share":"https://ttm.financial/m/news/2226650297?lang=&edition=fundamental","pubTime":"2022-04-13 08:19","market":"us","language":"en","title":"Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?","url":"https://stock-news.laohu8.com/highlight/detail?id=2226650297","media":"seekingalpha","summary":"SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunatel","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.</li><li>Alibaba expanded its share buyback program to $25 billion, up from $15 billion.</li><li>I explain why Alibaba didn’t use up the billions remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before the announcement.</li><li>I rate BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d83402756c5ca778605610bc10977060\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Mission: Possible for Jack Ma&#39;s Alibaba Group?  Kevin Lee/Getty Images Entertainment</span></p><p><b>Alibaba, The Enigmatic And Contentious Stock Of The Chinese Internet Sector</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is covered by a large contingent of Wall Street analyst teams and writers like I. Nonetheless, BABA stock continues to be an enigma among market players. On 14 March 2022, esteemed JPMorgan analyst Alex Yao threw in the towel, downgrading his rating on Alibaba and slashing his price target on the company&#39;s stock to $65 a share from $180. BABA stock subsequently fell to a low of $76.76 a day later. However, the next day, BABA staged a remarkable rebound.</p><p>The “sum of all fears” moment evaporated, as though the triggers never surfaced. It would be irresponsible as a writer to neglect to mention the contributors to the negative sentiment, as much as bulls and shareholders would like to bury these bad memories forever. Unfortunately, the nightmare ain’t over.</p><p>Just a few days before JPMorgan’s ultimate downgrade of the Chinese Internet space, there were three major pieces of bad news. First, on 8 March 2022, The Information released a report saying the initial public offering [IPO] of Ant Group, the financial technology arm of Alibaba Group, would be delayed indefinitely. Ant Group’s IPO was previously anticipated by bankers to be in the second half of this year or early 2023 and was a much-touted catalyst for BABA stock.</p><p>Second, on 10 March 2022, the Securities and Exchange Commission [SEC] named five companies from China that could be delisted for failing to abide by U.S. accounting regulations. It was the first time the SEC had warned companies that their shares were at risk of being delisted for violating the Holding Foreign Companies Accountability Act [HFCAA] which went into effect in late 2020.</p><p>While BABA and none of the Chinese Internet ADRs were included, their share prices were similarly dragged lower. The SEC had given the five companies until March 29 to submit evidence disputing the Commission&#39;s charges. The short allowance, less than three weeks, spooked investors. It was only a matter of time before the rest of the affected ADRs, including BABA, got themselves onto the warning list.</p><p>Third, on 11 March 2022, news that DiDi Global (DIDI) had to put off the listing of its shares in Hong Kong sparked a broad selloff in the Chinese Internet sector. Even stalwarts like Alibaba, Baidu (BIDU), and Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF) were not spared, despite Alibaba and Baidu already having secondary listings in Hong Kong and Tencent’s primary listing in the autonomous city.</p><p>It is fair to say that DIDI’s woes had partially contributed to BABA’s fall on the same day. The long-embattled DIDI stock plummeted over 40% that day, prompting speculations that SoftBank (OTCPK:SFTBY) (OTCPK:SFTBF), which owned about 20% of DIDI, could once again trim its Alibaba stake to fill its funding shortfall. SoftBank had sold around 20 million Alibaba Hong Kong shares in the fourth quarter of 2021, the latest in a series of stock sales of the Chinese e-commerce and cloud giant. Alibaba is also a substantial shareholder of the Chinese ride-hailing giant.</p><p>With the price decline in BABA lasting more than a year, I had thought the remaining shareholders were “diamond hands”-type, much more capable of resisting the onslaught of bearish developments. How wrong I was! BABA’s Relative Strength Index [RSI] fell to a record low on 15 March 2022, indicating an extremely oversold position.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84d32840236e5427866b7444e2ed90ae\" tg-width=\"635\" tg-height=\"491\" width=\"100%\" height=\"auto\"/><span>Alibaba share price and relative strength index RSI (YChart)</span></p><p><b>Why Is Alibaba Doing A Stock Buyback?</b></p><p>Following this treacherous backdrop and the plunge in BABA stock, Alibaba stunned the market on 22 March 2022, expanding its share buyback program to $25 billion, up from $15 billion. With Alibaba having already bought back $9.2 billion of shares, the boost raised the remaining firepower from $5.8 billion to $15.8 billion. This represents 5.5% of Alibaba’s current market capitalization of $289 billion.</p><p>There may be some who question why Alibaba executives didn’t use up the $5.8 billion remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before announcing the revitalized package. It does seem logical for them to do so but who can guarantee BABA stock wouldn’t fall further to a level that an eventual announcement of a $10 billion fresh injection of funds for share buyback wouldn’t be able to reverse?</p><p>A delay in the enhanced share buyback program would have risked a deeper deterioration in the share price, leading to forced selling by those unable to meet margin calls as well as further panic selling by retail investors and fund managers alike. Likewise, if the share price of BABA had dived lower than it did on March 15, many shareholders who had set up stop-loss selling levels, whether in the system or mentally (manual tracking), would have sold their BABA stakes.</p><p>Not only would the faith of these shareholders be possibly permanently damaged, but their sales could also exacerbate further selling resulting in a death spiral. Nothing the company announced subsequently could then change their mind, like the numerous comments on Seeking Alpha I read along the lines of: “I have finally gotten rid of my BABA shares. Never again am I going to touch BABA or any Chinese stocks.”</p><p>If more and more shareholders become ‘burnt’ by BABA, even the additional $10 billion may not be sufficient to stem the tide. On March 15, the volume traded was around 75 million. Taking an estimated $85 as an average for the day, the transaction value would have been $6.4 billion. Assuming that Alibaba was left as the main buyer, the company could only sustain three days of such heavy selling.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00be592a59dddb2e41182c3c63b4ec13\" tg-width=\"635\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Alibaba share price versus trading volume (YChart)</span></p><p>Hence, I reckon the sending of the message for the motivations for an expanded buyback program is more effective in bolstering investor confidence than the buyback itself. This might have been the conclusion of the board of directors at Alibaba Group. After all, the eventual share buyback could sustain the positive momentum following the favorable announcement. This is akin to a ‘having your cake and eating it too’ moment.</p><p>What are the motivations? First, the idea that the executives of Alibaba Group believed BABA shares were undervalued, leading to the desire for a boosted buyback program to correct the situation. Second, their wish to squash criticism that the huge cash hoard of Alibaba Group was only on paper and isn’t real.</p><p>That’s right, Alibaba Group has loads of cash and cash equivalents. On a net cash basis, Alibaba has $55.7 billion (note that a negative net financial debt means net cash). Furthermore, BABA’s free cash flow is also growing steadily (the long-term uptrend remains intact). Alibaba achieved a whopping $12.7 billion of free cash flow in the final quarter of 2021, the third-highest ever in its operating history, amid fears that its ‘compliance’ with Beijing’s Common Prosperity call would “squeeze the company dry.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b11819c84afae3ec7c1fb21be489fc50\" tg-width=\"635\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Alibaba free cash flow and net cash position (YChart)</span></p><p><b>What Is BABA Stock Forecast?</b></p><p>Seeking Alpha’s quant rating on BABA has been a Hold for over a year. Nevertheless, there are signs things could improve. Compared with three months ago, BABA’s Momentum score has notched up <a href=\"https://laohu8.com/S/AONE.U\">one</a> grade to D+ from D. It’s hard to fathom with analysts’ downgrades getting the limelight but BABA’s Revisions score has done better, rising two grades to C from D+.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73a887ee6c627f76b829bfe5e04ed862\" tg-width=\"640\" tg-height=\"173\" width=\"100%\" height=\"auto\"/><span>BABA stock quant rating (Seeking Alpha Premium)</span></p><p>Indeed, the analyst ratings score on BABA has fallen to 4.50. It is no doubt still an enviable Strong Buy but 4.50 is the lowest in the last five years, and a steep fall from the ~4.72 level it enjoyed in the first half of last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/294d069d79c705b85e64cd79cc66800e\" tg-width=\"640\" tg-height=\"347\" width=\"100%\" height=\"auto\"/><span>BABA stock analyst ratings history (Seeking Alpha Premium)</span></p><p>Yet, while there is now a Strong Sell call versus none in February, the number of Strong Buy calls has increased by two. Citi analyst Alicia Yap, who lowered her price target on BABA last week to $177 from $200 but maintained the firm&#39;s buy rating, argued that the stock is near a &#34;historical trough,&#34; making shares &#34;attractive.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/294734ca2636122990d3667bc7aee660\" tg-width=\"640\" tg-height=\"294\" width=\"100%\" height=\"auto\"/><span>BABA stock analyst recommendations (Seeking Alpha Premium)</span></p><p>Despite the spate of target price cuts in the past months, the prevailing average price target at $171.23 provides an upside of 65%. Since price targets are typically issued on a 12-month basis, if BABA indeed hits the average price target, shareholders stand to enjoy over 60% of gains within a year. That’s a respectable alpha!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca9845bfc6e20b5a858b4f2c9aeb2fe5\" tg-width=\"640\" tg-height=\"187\" width=\"100%\" height=\"auto\"/><span>BABA stock average price target (Seeking Alpha Premium)</span></p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p>I consider BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.</p><p>The Chinese discount could narrow substantially on better appreciation of Beijing’s intentions and greater patience</p><p>First, I think non-Chinese investors will come to appreciate Beijing isn’t out to kill the Chinese Internet giants and the Chinese discount could narrow substantially. In a recent interview with Bloomberg TV anchor Haslinda Amin, Katherine Tai, the 19th United States Trade Representative, said that (emphasis mine) “for the people who are criticizing our trade policy, it is either because they are not hearing us when we describe what our objectives are, which is to bring a new approach to trade that ensures that trade policy can be and is a force for good. She added, “And I think that some of the other critics are impatient.”</p><p>Similarly, perhaps the critics of Beijing’s regulatory crackdown and policies like “Common Prosperity” either aren’t ‘hearing’ the rationale or are impatient that the process has gone on for over a year and still showing no signs of ending. It’s no wonder that BABA stock shot up following a statement declaring Beijing&#39;s support (content in Chinese) of the Chinese economy and the capital markets following a meeting of the top finance policy body chaired by Chinese Vice Premier Liu He.</p><p>On the much-feared delisting risk, critics also chose to ignore the positive signals sent out by the Chinese securities regulator. Last year, the China Securities Regulatory Commission [CSRC] reiterated its implicit support for the VIE structure and reassured investors several times of their continued effort to reconcile the demands of the SEC with Beijing’s national security needs.</p><p>The cautious (or perhaps simply playing hard to get) SEC Chairman Gary Gensler recently toned down speculation of a potential imminent deal for Chinese companies listed in the U.S. to comply with the HFCAA. Gensler let out that conversations had been &#34;thoughtful, respectful [and] productive,&#34; but he did not know what the talks would lead to. The contrasting levels of optimism reminded me of my younger days when I was confident that my relationship with a then-girlfriend was going great but I realized belatedly that she had thought otherwise.</p><p>On April 2, the Chinese regulators finally confirmed plans to revise confidentiality rules to give U.S. auditors full access to the U.S.-listed Chinese firms’ audit reports. Bloomberg had reported a day earlier that the change could happen as soon as the middle of this year. Hopefully, that is not too long for the impatient shareholders.</p><p><b>BABA ain’t alone in the tech slowdown and geopolitical woes</b></p><p>Second, given the bloodletting in the global tech space, partly due to the slower growth as companies lapse the pandemic-fueled revenue boost, market players should come to appreciate Alibaba Group isn’t alone in disappointing shareholders. At the same time, investors are worried about the negative impact U.S.-China political tensions can cause the Alibaba Group.</p><p>However, non-Chinese companies like Sea Limited (SE) have also found themselves in trouble with foreign governments. For instance, <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>.&#39;s Indian e-commerce operations had to deal with complaints from the country’s trade association. Sea Ltd.&#39;s popular game Free Fire was recently banned in India.</p><p>Although the decline in BABA stock has incurred the vitriol of shareholders, SE stock has fallen more and much faster than the former but it continues to receive favorable mentions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32419c8e74f16a97fc83c0ea8f8f7865\" tg-width=\"635\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Alibaba versus Sea Limited share price chart (YChart)</span></p><p>Meanwhile, Reuters reported that Europe&#39;s competition watchdog has proposed charging major online platforms a fee based on their global net income in order to ensure compliance with content enforcement rules. The European Commission is progressing with a plan to charge big platforms like Google (GOOG) (GOOGL), <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) up to 0.1% of their global annual net income. EC chief Margrethe Vestager guided the &#34;supervisory fee&#34; could raise €20 million-€30 million ($22 million-$32.8 million) annually.</p><p>Critics like to challenge, saying Western governments threaten but proposals have to go through a transparent legal process, implying that they may not be implemented in the end. However, the same Reuters news said (emphasis mine): “Vestager&#39;s proposal is likely to get the nod from member states and EU lawmakers, which are scheduled to meet on April 22 for the fourth round of negotiations and widely expected to result in a deal.”</p><p>Sometimes, I wonder if the critics realize they are indirectly complimenting Beijing’s ability to get policies enacted productively while denigrating the Western system. In any case, Europeans have proven their ability to get their act together in squeezing money out of American companies. Apple Inc. (AAPL) was levied with 10 fines totaling €50 million (~$55 million) for failing to satisfy the order of the Netherlands Authority for Consumers and Markets [ACM] for its monopolistic practices regarding the payment mode used in dating apps.</p><p>If this happened in China, all sorts of negative labels would be piled on Beijing, and fear-mongering would be in overdrive, painting the nightmarish scenario of Apple being penalized for all categories of apps. The &#34;supervisory fee&#34; that the EC is pushing for could be misconstrued akin to how “Common Prosperity” has been maligned.</p><p>My point, though, is that investors could realize not only Chinese companies are subjected to political headwinds. Furthermore, the fines levied by the Chinese authorities are one-off and appropriately sized for the offense. For instance, when the Chinese regulators issued fines on several internet players, the penalty was only 500,000 yuan ($78,000) each, a tiny fraction of the annual revenues posted by the affected companies.</p><p><b>BABA is trading at very low valuation relative to historical levels</b></p><p>Third, I may be beating a dead horse here but it’s undeniable that BABA stock is trading at very depressed valuations currently. Alibaba’s P/E ratio on a forward basis has shrunk from a high of 31 times in the fourth quarter of 2020 to a mere 12 times presently. Alibaba’s PS ratio on a forward basis has compressed from a high of 7.8 times in the fourth quarter of 2020 to a mere 1.8 times presently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1580c7281662c8e435ea308a0ea83fe8\" tg-width=\"635\" tg-height=\"469\" width=\"100%\" height=\"auto\"/><span>Alibaba Group Holding Ltd PS and PE ratio on a forward basis (YChart)</span></p><p>Sure, BABA stock can still go lower. Its valuations had indeed hit more incredulous levels just in mid-March. Nonetheless, the powerful rebound after hitting the trough could be an indication that bargain hunters deemed those multiples (PS ratio of 1.5 times and PE ratio of 9.3 times) to be the ultimate floor for BABA stock.</p><p><b>Alibaba continues to find new ways to monetize its large users across its ecosystem</b></p><p>Fourth, even as market players fear a revenue slowdown at its core e-commerce units, Alibaba Group continues to find new ways to monetize its large users across its ecosystem. Alibaba’s workplace collaboration platform DingTalk recently launched paid versions after securing a large user base during the pandemic. DingTalk’s President Ye Jun revealed that corporate users have to pay 9,800 yuan ($1,530) a year for a version of the platform including corporate digital asset storage services. Another version offering more customized services will start at 100,000 yuan annually, 10 times the previous package.</p><p>In summary, I rate BABA stock a Buy.</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>Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?</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 Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.Alibaba expanded its share buyback program to $25 billion, up from $15 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement\">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","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4500909-alibaba-stock-buy-sell-after-buyback-announcement","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226650297","content_text":"SummaryThe “sum of all fears” moment evaporated, as though the triggers never surfaced. Unfortunately, the nightmare ain’t over.Alibaba expanded its share buyback program to $25 billion, up from $15 billion.I explain why Alibaba didn’t use up the billions remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before the announcement.I rate BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.Mission: Possible for Jack Ma's Alibaba Group?  Kevin Lee/Getty Images EntertainmentAlibaba, The Enigmatic And Contentious Stock Of The Chinese Internet SectorAlibaba Group Holding Limited (NYSE:BABA) is covered by a large contingent of Wall Street analyst teams and writers like I. Nonetheless, BABA stock continues to be an enigma among market players. On 14 March 2022, esteemed JPMorgan analyst Alex Yao threw in the towel, downgrading his rating on Alibaba and slashing his price target on the company's stock to $65 a share from $180. BABA stock subsequently fell to a low of $76.76 a day later. However, the next day, BABA staged a remarkable rebound.The “sum of all fears” moment evaporated, as though the triggers never surfaced. It would be irresponsible as a writer to neglect to mention the contributors to the negative sentiment, as much as bulls and shareholders would like to bury these bad memories forever. Unfortunately, the nightmare ain’t over.Just a few days before JPMorgan’s ultimate downgrade of the Chinese Internet space, there were three major pieces of bad news. First, on 8 March 2022, The Information released a report saying the initial public offering [IPO] of Ant Group, the financial technology arm of Alibaba Group, would be delayed indefinitely. Ant Group’s IPO was previously anticipated by bankers to be in the second half of this year or early 2023 and was a much-touted catalyst for BABA stock.Second, on 10 March 2022, the Securities and Exchange Commission [SEC] named five companies from China that could be delisted for failing to abide by U.S. accounting regulations. It was the first time the SEC had warned companies that their shares were at risk of being delisted for violating the Holding Foreign Companies Accountability Act [HFCAA] which went into effect in late 2020.While BABA and none of the Chinese Internet ADRs were included, their share prices were similarly dragged lower. The SEC had given the five companies until March 29 to submit evidence disputing the Commission's charges. The short allowance, less than three weeks, spooked investors. It was only a matter of time before the rest of the affected ADRs, including BABA, got themselves onto the warning list.Third, on 11 March 2022, news that DiDi Global (DIDI) had to put off the listing of its shares in Hong Kong sparked a broad selloff in the Chinese Internet sector. Even stalwarts like Alibaba, Baidu (BIDU), and Tencent Holdings (OTCPK:TCEHY) (OTCPK:TCTZF) were not spared, despite Alibaba and Baidu already having secondary listings in Hong Kong and Tencent’s primary listing in the autonomous city.It is fair to say that DIDI’s woes had partially contributed to BABA’s fall on the same day. The long-embattled DIDI stock plummeted over 40% that day, prompting speculations that SoftBank (OTCPK:SFTBY) (OTCPK:SFTBF), which owned about 20% of DIDI, could once again trim its Alibaba stake to fill its funding shortfall. SoftBank had sold around 20 million Alibaba Hong Kong shares in the fourth quarter of 2021, the latest in a series of stock sales of the Chinese e-commerce and cloud giant. Alibaba is also a substantial shareholder of the Chinese ride-hailing giant.With the price decline in BABA lasting more than a year, I had thought the remaining shareholders were “diamond hands”-type, much more capable of resisting the onslaught of bearish developments. How wrong I was! BABA’s Relative Strength Index [RSI] fell to a record low on 15 March 2022, indicating an extremely oversold position.Alibaba share price and relative strength index RSI (YChart)Why Is Alibaba Doing A Stock Buyback?Following this treacherous backdrop and the plunge in BABA stock, Alibaba stunned the market on 22 March 2022, expanding its share buyback program to $25 billion, up from $15 billion. With Alibaba having already bought back $9.2 billion of shares, the boost raised the remaining firepower from $5.8 billion to $15.8 billion. This represents 5.5% of Alibaba’s current market capitalization of $289 billion.There may be some who question why Alibaba executives didn’t use up the $5.8 billion remaining in the original buyback program during the bear mauling to scoop up shares on the cheap before announcing the revitalized package. It does seem logical for them to do so but who can guarantee BABA stock wouldn’t fall further to a level that an eventual announcement of a $10 billion fresh injection of funds for share buyback wouldn’t be able to reverse?A delay in the enhanced share buyback program would have risked a deeper deterioration in the share price, leading to forced selling by those unable to meet margin calls as well as further panic selling by retail investors and fund managers alike. Likewise, if the share price of BABA had dived lower than it did on March 15, many shareholders who had set up stop-loss selling levels, whether in the system or mentally (manual tracking), would have sold their BABA stakes.Not only would the faith of these shareholders be possibly permanently damaged, but their sales could also exacerbate further selling resulting in a death spiral. Nothing the company announced subsequently could then change their mind, like the numerous comments on Seeking Alpha I read along the lines of: “I have finally gotten rid of my BABA shares. Never again am I going to touch BABA or any Chinese stocks.”If more and more shareholders become ‘burnt’ by BABA, even the additional $10 billion may not be sufficient to stem the tide. On March 15, the volume traded was around 75 million. Taking an estimated $85 as an average for the day, the transaction value would have been $6.4 billion. Assuming that Alibaba was left as the main buyer, the company could only sustain three days of such heavy selling.Alibaba share price versus trading volume (YChart)Hence, I reckon the sending of the message for the motivations for an expanded buyback program is more effective in bolstering investor confidence than the buyback itself. This might have been the conclusion of the board of directors at Alibaba Group. After all, the eventual share buyback could sustain the positive momentum following the favorable announcement. This is akin to a ‘having your cake and eating it too’ moment.What are the motivations? First, the idea that the executives of Alibaba Group believed BABA shares were undervalued, leading to the desire for a boosted buyback program to correct the situation. Second, their wish to squash criticism that the huge cash hoard of Alibaba Group was only on paper and isn’t real.That’s right, Alibaba Group has loads of cash and cash equivalents. On a net cash basis, Alibaba has $55.7 billion (note that a negative net financial debt means net cash). Furthermore, BABA’s free cash flow is also growing steadily (the long-term uptrend remains intact). Alibaba achieved a whopping $12.7 billion of free cash flow in the final quarter of 2021, the third-highest ever in its operating history, amid fears that its ‘compliance’ with Beijing’s Common Prosperity call would “squeeze the company dry.”Alibaba free cash flow and net cash position (YChart)What Is BABA Stock Forecast?Seeking Alpha’s quant rating on BABA has been a Hold for over a year. Nevertheless, there are signs things could improve. Compared with three months ago, BABA’s Momentum score has notched up one grade to D+ from D. It’s hard to fathom with analysts’ downgrades getting the limelight but BABA’s Revisions score has done better, rising two grades to C from D+.BABA stock quant rating (Seeking Alpha Premium)Indeed, the analyst ratings score on BABA has fallen to 4.50. It is no doubt still an enviable Strong Buy but 4.50 is the lowest in the last five years, and a steep fall from the ~4.72 level it enjoyed in the first half of last year.BABA stock analyst ratings history (Seeking Alpha Premium)Yet, while there is now a Strong Sell call versus none in February, the number of Strong Buy calls has increased by two. Citi analyst Alicia Yap, who lowered her price target on BABA last week to $177 from $200 but maintained the firm's buy rating, argued that the stock is near a \"historical trough,\" making shares \"attractive.\"BABA stock analyst recommendations (Seeking Alpha Premium)Despite the spate of target price cuts in the past months, the prevailing average price target at $171.23 provides an upside of 65%. Since price targets are typically issued on a 12-month basis, if BABA indeed hits the average price target, shareholders stand to enjoy over 60% of gains within a year. That’s a respectable alpha!BABA stock average price target (Seeking Alpha Premium)Is BABA Stock A Buy, Sell, Or Hold?I consider BABA stock a Buy and offer four arguments for it, on top of all the benefits accruing from the expanded stock buyback program.The Chinese discount could narrow substantially on better appreciation of Beijing’s intentions and greater patienceFirst, I think non-Chinese investors will come to appreciate Beijing isn’t out to kill the Chinese Internet giants and the Chinese discount could narrow substantially. In a recent interview with Bloomberg TV anchor Haslinda Amin, Katherine Tai, the 19th United States Trade Representative, said that (emphasis mine) “for the people who are criticizing our trade policy, it is either because they are not hearing us when we describe what our objectives are, which is to bring a new approach to trade that ensures that trade policy can be and is a force for good. She added, “And I think that some of the other critics are impatient.”Similarly, perhaps the critics of Beijing’s regulatory crackdown and policies like “Common Prosperity” either aren’t ‘hearing’ the rationale or are impatient that the process has gone on for over a year and still showing no signs of ending. It’s no wonder that BABA stock shot up following a statement declaring Beijing's support (content in Chinese) of the Chinese economy and the capital markets following a meeting of the top finance policy body chaired by Chinese Vice Premier Liu He.On the much-feared delisting risk, critics also chose to ignore the positive signals sent out by the Chinese securities regulator. Last year, the China Securities Regulatory Commission [CSRC] reiterated its implicit support for the VIE structure and reassured investors several times of their continued effort to reconcile the demands of the SEC with Beijing’s national security needs.The cautious (or perhaps simply playing hard to get) SEC Chairman Gary Gensler recently toned down speculation of a potential imminent deal for Chinese companies listed in the U.S. to comply with the HFCAA. Gensler let out that conversations had been \"thoughtful, respectful [and] productive,\" but he did not know what the talks would lead to. The contrasting levels of optimism reminded me of my younger days when I was confident that my relationship with a then-girlfriend was going great but I realized belatedly that she had thought otherwise.On April 2, the Chinese regulators finally confirmed plans to revise confidentiality rules to give U.S. auditors full access to the U.S.-listed Chinese firms’ audit reports. Bloomberg had reported a day earlier that the change could happen as soon as the middle of this year. Hopefully, that is not too long for the impatient shareholders.BABA ain’t alone in the tech slowdown and geopolitical woesSecond, given the bloodletting in the global tech space, partly due to the slower growth as companies lapse the pandemic-fueled revenue boost, market players should come to appreciate Alibaba Group isn’t alone in disappointing shareholders. At the same time, investors are worried about the negative impact U.S.-China political tensions can cause the Alibaba Group.However, non-Chinese companies like Sea Limited (SE) have also found themselves in trouble with foreign governments. For instance, Sea Ltd.'s Indian e-commerce operations had to deal with complaints from the country’s trade association. Sea Ltd.'s popular game Free Fire was recently banned in India.Although the decline in BABA stock has incurred the vitriol of shareholders, SE stock has fallen more and much faster than the former but it continues to receive favorable mentions.Alibaba versus Sea Limited share price chart (YChart)Meanwhile, Reuters reported that Europe's competition watchdog has proposed charging major online platforms a fee based on their global net income in order to ensure compliance with content enforcement rules. The European Commission is progressing with a plan to charge big platforms like Google (GOOG) (GOOGL), Meta Platforms (FB), and Twitter (TWTR) up to 0.1% of their global annual net income. EC chief Margrethe Vestager guided the \"supervisory fee\" could raise €20 million-€30 million ($22 million-$32.8 million) annually.Critics like to challenge, saying Western governments threaten but proposals have to go through a transparent legal process, implying that they may not be implemented in the end. However, the same Reuters news said (emphasis mine): “Vestager's proposal is likely to get the nod from member states and EU lawmakers, which are scheduled to meet on April 22 for the fourth round of negotiations and widely expected to result in a deal.”Sometimes, I wonder if the critics realize they are indirectly complimenting Beijing’s ability to get policies enacted productively while denigrating the Western system. In any case, Europeans have proven their ability to get their act together in squeezing money out of American companies. Apple Inc. (AAPL) was levied with 10 fines totaling €50 million (~$55 million) for failing to satisfy the order of the Netherlands Authority for Consumers and Markets [ACM] for its monopolistic practices regarding the payment mode used in dating apps.If this happened in China, all sorts of negative labels would be piled on Beijing, and fear-mongering would be in overdrive, painting the nightmarish scenario of Apple being penalized for all categories of apps. The \"supervisory fee\" that the EC is pushing for could be misconstrued akin to how “Common Prosperity” has been maligned.My point, though, is that investors could realize not only Chinese companies are subjected to political headwinds. Furthermore, the fines levied by the Chinese authorities are one-off and appropriately sized for the offense. For instance, when the Chinese regulators issued fines on several internet players, the penalty was only 500,000 yuan ($78,000) each, a tiny fraction of the annual revenues posted by the affected companies.BABA is trading at very low valuation relative to historical levelsThird, I may be beating a dead horse here but it’s undeniable that BABA stock is trading at very depressed valuations currently. Alibaba’s P/E ratio on a forward basis has shrunk from a high of 31 times in the fourth quarter of 2020 to a mere 12 times presently. Alibaba’s PS ratio on a forward basis has compressed from a high of 7.8 times in the fourth quarter of 2020 to a mere 1.8 times presently.Alibaba Group Holding Ltd PS and PE ratio on a forward basis (YChart)Sure, BABA stock can still go lower. Its valuations had indeed hit more incredulous levels just in mid-March. Nonetheless, the powerful rebound after hitting the trough could be an indication that bargain hunters deemed those multiples (PS ratio of 1.5 times and PE ratio of 9.3 times) to be the ultimate floor for BABA stock.Alibaba continues to find new ways to monetize its large users across its ecosystemFourth, even as market players fear a revenue slowdown at its core e-commerce units, Alibaba Group continues to find new ways to monetize its large users across its ecosystem. Alibaba’s workplace collaboration platform DingTalk recently launched paid versions after securing a large user base during the pandemic. DingTalk’s President Ye Jun revealed that corporate users have to pay 9,800 yuan ($1,530) a year for a version of the platform including corporate digital asset storage services. Another version offering more customized services will start at 100,000 yuan annually, 10 times the previous package.In summary, I rate BABA stock a Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036942371,"gmtCreate":1646970432832,"gmtModify":1676534183258,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Maybe no","listText":"Maybe no","text":"Maybe no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036942371","repostId":"2218269312","repostType":4,"repost":{"id":"2218269312","pubTimestamp":1646957028,"share":"https://ttm.financial/m/news/2218269312?lang=&edition=fundamental","pubTime":"2022-03-11 08:03","market":"us","language":"en","title":"Think It Is Too Late To Buy Oil Stocks? These 5 Stocks Still Look Appealing","url":"https://stock-news.laohu8.com/highlight/detail?id=2218269312","media":"Motley Fool","summary":"There are still some hidden gems in the oil patch.","content":"<html><head></head><body><p>With crude oil prices zooming past $125 per barrel, most oil and gas stocks have also risen substantially. The <b>S&amp;P Energy Select Sector Index</b> is up nearly 39% so far this year. But that doesn&#39;t mean that there are no bargain opportunities left in the segment. Here are five stocks that still look attractive buys.</p><h2>Enbridge</h2><p>Canadian energy giant <b>Enbridge&#39;s</b> (NYSE:ENB) stock has risen about 12% so far this year. The stock&#39;s relative underperformance compared to the S&amp;P Energy Select Sector Index doesn&#39;t, however, indicate any fundamental issues with the company. Instead, it is indicative of the resilience of the company&#39;s cash flows toward oil price volatility. That means if oil prices fall from here, Enbridge stock won&#39;t fall as steeply as stocks of companies directly involved in exploration and production.</p><p>This relative resilience allowed Enbridge to raise its quarterly dividend for 27 years in a row. In 2021, the company&#39;s adjusted earnings rose to $5.6 billion Canadian from CA$4.9 billion in 2020. What&#39;s more, Enbridge placed around CA$10 billion of capital projects into service in 2021, which should continue to fuel its earnings growth in the coming years.</p><p>Finally, Enbridge is also looking to pivot toward renewable energy systematically. By focusing on renewable energy projects that make economic sense, Enbridge is keeping its eyes open toward this growing segment, which can potentially boost its cash flows further.</p><p>Enbridge stock offers an attractive dividend yield of 6.1% as of this writing. In short, it is still too appealing to pass up right now.</p><h2>Enterprise Products Partners</h2><p>Pipeline operator <b>Enterprise Products Partners&#39;</b> (NYSE:EPD) stock still offers an extremely attractive yield of nearly 7.1%. The MLP (master-limited partnership) has increased its per-unit distribution for 23 straight years. Long-term fee-based contracts for the use of its assets are behind Enterprise Products&#39; steady cash flows over the years. In 2021, Enterprise Products Partners generated distributable cash flow (DCF) of $6.6 billion.</p><p><img src=\"https://static.tigerbbs.com/42f4597c36f6d8b066b623015a447e1c\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ENB Cash from Operations (TTM) data by YCharts.</p><p>Enterprise Products Partners invested $1.8 billion in growth projects in 2021. Further, the company recently acquired Navitas Midstream Partners for $3.25 billion in cash. The acquisition strengthens Enterprise&#39;s position in the prolific Midland Basin.</p><p>So, Enterprise Products is exploring all avenues to fuel growth. The company has a strong balance sheet, and it also retains a substantial part of cash generated from operations that it can invest for growth. All in all, this is <a href=\"https://laohu8.com/S/AONE.U\">one</a> energy stock to add to your portfolio right away.</p><h2>Kinder Morgan</h2><p><b>Kinder Morgan</b> (NYSE:KMI) is gas focused with roughly 60% of its earnings coming from its natural gas segment. Yet, crude oil and refined products pipelines and terminals also contribute to a significant chunk of Kinder Morgan&#39;s earnings. At 5.8%, the stock offers one of the highest yields among the <b>S&amp;P 500</b> companies.</p><p><img src=\"https://static.tigerbbs.com/e9eb31ab4da32157e4fd44939a5edf6d\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ENB Dividend Yield data by YCharts</p><p>Kinder Morgan generates steady cash flows from take-or-pay and fee-based contracts for its assets. Take-or-pay contracts entitle Kinder Morgan for payments irrespective of the volume of products transported. Kinder Morgan moves roughly 40% of natural gas consumed in or exported from the U.S. Its extensive asset base provides it an edge over smaller competitors.</p><p>In the last six years, Kinder Morgan has generated $15 billion in free cash flow and paid cash dividends of $11 billion. So, it has surely come a long way from its dividend cut after a sharp fall in commodity prices in 2014. Overall, Kinder Morgan stock makes an appealing buy right now.</p><h2>Magellan Midstream Partners</h2><p>Midstream MLP <b>Magellan Midstream Partners</b> (NYSE:MMP) is primarily involved in the transport and storage of crude oil and refined products. The company has raised its distribution for 20 years in a row, thanks to its steady, fee-based cash flows.</p><p>Moreover, Magellan targets a debt-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio of less than 4 in the long run. It has managed to maintain the ratio below that level for years. Debt-to-EBITDA ratio indicates a company&#39;s ability to pay back its debt, and a lower ratio is better, all else equal. It is this financial discipline that allowed Magellan to keep growing its distribution even when more debt-loaded midstream companies were forced to slash dividends during volatile commodity prices.</p><p>In 2021, Magellan Midstream generated distributable cash flow of $1.1 billion, which was 1.24 times the amount it paid in distributions. Overall, the stock&#39;s yield of 8.4% as of this writing is too alluring to pass up.</p><h2>MPLX</h2><p>Compared to a 39% rise in the Energy Select Sector Index this year, <b>MPLX </b>(NYSE:MPLX) stock has risen only 12% so far this year. It offers an enticing yield of 8.4%. MPLX, an MLP formed by <b>Marathon Petroleum</b>, generated $4.9 billion in cash from operating activities in 2021, up from $4.5 billion in 2020. MPLX generates steady cash flow, thanks largely to its long-term, fee-based contracts.</p><p>Further, MPLX&#39;s cash flow covers the company&#39;s distribution payments well. In 2021, MPLX&#39;s DCF was 1.64 times its distribution for the year. Even accounting for the special distribution that the company paid during the year, its DCF was 1.35 times its distributions for the year. Likewise, the company&#39;s total debt-to-adjusted-EBITDA ratio of 3.7 for 2021 is conservative. All in all, MPLX is a top oil stock to buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Think It Is Too Late To Buy Oil Stocks? These 5 Stocks Still Look Appealing</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\">\nThink It Is Too Late To Buy Oil Stocks? These 5 Stocks Still Look Appealing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/10/think-it-is-too-late-to-buy-oil-stocks-these-5-sto/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With crude oil prices zooming past $125 per barrel, most oil and gas stocks have also risen substantially. The S&P Energy Select Sector Index is up nearly 39% so far this year. But that doesn't mean ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/10/think-it-is-too-late-to-buy-oil-stocks-these-5-sto/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","EPD":"Enterprise Products Partners L.P","BK4523":"印度概念","BK4561":"索罗斯持仓","TTM":"塔塔汽车","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","ENB":"安桥","BK4504":"桥水持仓","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","MS":"摩根士丹利","KMI":"金德尔摩根","BK4144":"石油与天然气的储存和运输","MPLX":"MPLX LP","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/03/10/think-it-is-too-late-to-buy-oil-stocks-these-5-sto/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218269312","content_text":"With crude oil prices zooming past $125 per barrel, most oil and gas stocks have also risen substantially. The S&P Energy Select Sector Index is up nearly 39% so far this year. But that doesn't mean that there are no bargain opportunities left in the segment. Here are five stocks that still look attractive buys.EnbridgeCanadian energy giant Enbridge's (NYSE:ENB) stock has risen about 12% so far this year. The stock's relative underperformance compared to the S&P Energy Select Sector Index doesn't, however, indicate any fundamental issues with the company. Instead, it is indicative of the resilience of the company's cash flows toward oil price volatility. That means if oil prices fall from here, Enbridge stock won't fall as steeply as stocks of companies directly involved in exploration and production.This relative resilience allowed Enbridge to raise its quarterly dividend for 27 years in a row. In 2021, the company's adjusted earnings rose to $5.6 billion Canadian from CA$4.9 billion in 2020. What's more, Enbridge placed around CA$10 billion of capital projects into service in 2021, which should continue to fuel its earnings growth in the coming years.Finally, Enbridge is also looking to pivot toward renewable energy systematically. By focusing on renewable energy projects that make economic sense, Enbridge is keeping its eyes open toward this growing segment, which can potentially boost its cash flows further.Enbridge stock offers an attractive dividend yield of 6.1% as of this writing. In short, it is still too appealing to pass up right now.Enterprise Products PartnersPipeline operator Enterprise Products Partners' (NYSE:EPD) stock still offers an extremely attractive yield of nearly 7.1%. The MLP (master-limited partnership) has increased its per-unit distribution for 23 straight years. Long-term fee-based contracts for the use of its assets are behind Enterprise Products' steady cash flows over the years. In 2021, Enterprise Products Partners generated distributable cash flow (DCF) of $6.6 billion.ENB Cash from Operations (TTM) data by YCharts.Enterprise Products Partners invested $1.8 billion in growth projects in 2021. Further, the company recently acquired Navitas Midstream Partners for $3.25 billion in cash. The acquisition strengthens Enterprise's position in the prolific Midland Basin.So, Enterprise Products is exploring all avenues to fuel growth. The company has a strong balance sheet, and it also retains a substantial part of cash generated from operations that it can invest for growth. All in all, this is one energy stock to add to your portfolio right away.Kinder MorganKinder Morgan (NYSE:KMI) is gas focused with roughly 60% of its earnings coming from its natural gas segment. Yet, crude oil and refined products pipelines and terminals also contribute to a significant chunk of Kinder Morgan's earnings. At 5.8%, the stock offers one of the highest yields among the S&P 500 companies.ENB Dividend Yield data by YChartsKinder Morgan generates steady cash flows from take-or-pay and fee-based contracts for its assets. Take-or-pay contracts entitle Kinder Morgan for payments irrespective of the volume of products transported. Kinder Morgan moves roughly 40% of natural gas consumed in or exported from the U.S. Its extensive asset base provides it an edge over smaller competitors.In the last six years, Kinder Morgan has generated $15 billion in free cash flow and paid cash dividends of $11 billion. So, it has surely come a long way from its dividend cut after a sharp fall in commodity prices in 2014. Overall, Kinder Morgan stock makes an appealing buy right now.Magellan Midstream PartnersMidstream MLP Magellan Midstream Partners (NYSE:MMP) is primarily involved in the transport and storage of crude oil and refined products. The company has raised its distribution for 20 years in a row, thanks to its steady, fee-based cash flows.Moreover, Magellan targets a debt-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio of less than 4 in the long run. It has managed to maintain the ratio below that level for years. Debt-to-EBITDA ratio indicates a company's ability to pay back its debt, and a lower ratio is better, all else equal. It is this financial discipline that allowed Magellan to keep growing its distribution even when more debt-loaded midstream companies were forced to slash dividends during volatile commodity prices.In 2021, Magellan Midstream generated distributable cash flow of $1.1 billion, which was 1.24 times the amount it paid in distributions. Overall, the stock's yield of 8.4% as of this writing is too alluring to pass up.MPLXCompared to a 39% rise in the Energy Select Sector Index this year, MPLX (NYSE:MPLX) stock has risen only 12% so far this year. It offers an enticing yield of 8.4%. MPLX, an MLP formed by Marathon Petroleum, generated $4.9 billion in cash from operating activities in 2021, up from $4.5 billion in 2020. MPLX generates steady cash flow, thanks largely to its long-term, fee-based contracts.Further, MPLX's cash flow covers the company's distribution payments well. In 2021, MPLX's DCF was 1.64 times its distribution for the year. Even accounting for the special distribution that the company paid during the year, its DCF was 1.35 times its distributions for the year. Likewise, the company's total debt-to-adjusted-EBITDA ratio of 3.7 for 2021 is conservative. All in all, MPLX is a top oil stock to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087546749,"gmtCreate":1651028128428,"gmtModify":1676534837382,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087546749","repostId":"2230348063","repostType":4,"repost":{"id":"2230348063","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1651025330,"share":"https://ttm.financial/m/news/2230348063?lang=&edition=fundamental","pubTime":"2022-04-27 10:08","market":"us","language":"en","title":"Lucid Says Saudi Arabia Will Purchase up to 100,000 Vehicles Over 10 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2230348063","media":"Reuters","summary":"(Reuters) - Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the go","content":"<html><head></head><body><p>(Reuters) - Electric carmaker <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.</p><p>Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.</p><p>Lucid shares rose 5.95% in extended trading following the announcement.</p><p><img src=\"https://static.tigerbbs.com/c39f4c56c68ab9bfaa9ec05e6d8c0035\" tg-width=\"943\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid&#39;s largest shareholder, with about a 61% stake in the company.</p><p>Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.</p><p>The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.</p><p>Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.</p><p>A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.</p><p>Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.</p><p>The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.</p><p>It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.</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>Lucid Says Saudi Arabia Will Purchase up to 100,000 Vehicles Over 10 Years</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\">\nLucid Says Saudi Arabia Will Purchase up to 100,000 Vehicles Over 10 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-27 10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Electric carmaker <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.</p><p>Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.</p><p>Lucid shares rose 5.95% in extended trading following the announcement.</p><p><img src=\"https://static.tigerbbs.com/c39f4c56c68ab9bfaa9ec05e6d8c0035\" tg-width=\"943\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid&#39;s largest shareholder, with about a 61% stake in the company.</p><p>Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.</p><p>The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.</p><p>Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.</p><p>A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.</p><p>Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.</p><p>The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.</p><p>It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4555":"新能源车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230348063","content_text":"(Reuters) - Electric carmaker Lucid Group Inc on Tuesday said it has signed an agreement with the government of Saudi Arabia for the purchase of up to 100,000 of its vehicles over the next 10 years.Saudi Arabia commits to purchase 50,000 vehicles under the agreement, with an option to buy an additional 50,000 vehicles during the ten-year time frame, Lucid said in a statement.Lucid shares rose 5.95% in extended trading following the announcement.The deal marks the latest tie-up between the California-based EV company and Saudi Arabia, whose Public Investment Fund is Lucid's largest shareholder, with about a 61% stake in the company.Lucid, which currently manufactures its vehicles at a plant in Arizona, also plans to build its first overseas production factory in Saudi Arabia later this year, where it expects to eventually manufacture up to 150,000 vehicles per year.The vehicles bought by the Saudi government are expected to come from both factories, Lucid said.Delivery of the vehicles is expected to start no later than 2023, with order numbers initially ranging from 1,000 to 2,000 annually, and increasing to between 4,000 and 7,000 starting in 2025.A Lucid spokeswoman said the company has not offered discounts for any vehicles under the agreement.Lucid in a regulatory filing said the Saudi government would pay either the U.S. or Saudi retail price, whichever is lower, in addition to import and other delivery costs.The automaker, which looks to compete with Tesla Inc, in February cut its 2022 production forecast from 20,000 vehicles to 12,000 to 14,000 vehicles this year due to supply chain challenges.It began deliveries of its $169,000 Lucid Air premium sedan in the United States in October, and said it expects to deliver to Canadian customers beginning this spring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082916796,"gmtCreate":1650509085827,"gmtModify":1676534741631,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082916796","repostId":"2229763289","repostType":4,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088258820,"gmtCreate":1650353955432,"gmtModify":1676534703573,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088258820","repostId":"1167228649","repostType":4,"repost":{"id":"1167228649","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":1651112737,"share":"https://ttm.financial/m/news/1167228649?lang=&edition=fundamental","pubTime":"2022-04-28 10:25","market":"us","language":"en","title":"Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact","url":"https://stock-news.laohu8.com/highlight/detail?id=1167228649","media":"Tiger Newspress","summary":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</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>Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact</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\">\nAmazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-28 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167228649","content_text":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.Latest ResultsAmazon reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.Amazon Q1 GuidanceNet sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.Here's what to watch in Amazon's upcoming report:While Amazon doesn't provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.For context, last big holiday quarter, Amazon's revenue increased 9% year over year to $137.4 billion, near the high end of the company's guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.Last quarter's net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that's because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon's common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.Amazon Sales May Slow; Cloud, Advertising IntactEasing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don't expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.Can Amazon's Q1 Earnings Be The Inflection Point?Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter's earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.It's clear that the market has been digesting Amazon's massive growth acceleration from the pandemic. But, investors should not consider it a \"slow down\" but rather a healthy normalization.Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people's ability to work.And then in late February, with Russia's invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon's 2021 Letter to Shareholders)This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Nevertheless, the updated consensus estimates suggest that Amazon's revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon's ability to navigate these challenges. Moreover, we think it's credible that the Street has already priced in the expected weakness in Amazon's P&L for Q1.Analyst OpinionsClearBridge Investments Large Cap Growth Strategy has to say about Amazon.com, Inc. in its Q1 2022 investor letter:\"With Amazon’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.\"Morgan Stanley remains confident of the company's outperformance through FY23. It added, \"We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.\"However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock's \"first sell rating since 2020.\" It highlighted: \"Amazon's capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088258975,"gmtCreate":1650353913931,"gmtModify":1676534703565,"author":{"id":"4098421504436010","authorId":"4098421504436010","name":"Andrewcms","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098421504436010","authorIdStr":"4098421504436010"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088258975","repostId":"1105840721","repostType":4,"repost":{"id":"1105840721","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":1650324260,"share":"https://ttm.financial/m/news/1105840721?lang=&edition=fundamental","pubTime":"2022-04-19 07:24","market":"us","language":"en","title":"Netflix Q1 Earnings are Coming: 3 Most Important Things to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1105840721","media":"Tiger Newspress","summary":"Netflix (NASDAQ:NFLX) is scheduled to announce Q1 earnings results after market closes on Tuesday, A","content":"<html><head></head><body><p>Netflix (NASDAQ:NFLX) is scheduled to announce Q1 earnings results after market closes on Tuesday, April 19.</p><p><b>Latest Results</b></p><p>In Q4 2021, Netflix added 8.28 million net new subscribers, a bit shy of the company&#39;s own forecast for 8.5 million net adds, and about in line with the Wall Street consensus forecast at 8.3 million. The company now has 221.8 million subscribers globally.</p><p>The company generated Q4 revenue of $7.7 billion, up 16%, and in line with the company&#39;s projection at $7.7 billion. Profits were $1.33 cents a share, well ahead of analysts at 83 cents, with the outperformance mostly due to an unrealized gain tied to the company&#39;s euro denominated debt.</p><p><b>Q1 Guidance</b></p><p>Netflix&#39;s projections for Q1 2022 were even lighter. The management&#39;s guidance is projecting 2.5 million net adds. While analysts on average predict 2.81 million in Q1, and 2.64 million in Q2, according to FactSet.</p><p>It sees Q1 revenue of $7.9 billion, up 10.3%, but well shy of the Street consensus at $8.2 billion.</p><p><b>3</b> <b>Most Important Things to Watch</b></p><p>1. Subscriber additions</p><p>As always, an important focus for investors will be Netflix&#39;s net paid subscriber additions. In Q3, Netflix saw a re-acceleration in its quarterly subscriber growth, as net additions came in at 8.3 million. Though this was notably below the 8.5 million net new subscribers the company had estimated it would add during the quarter, it was still good to see a significant sequential uptick from the 4.4 million members the company added in the prior quarter.</p><p>But what likely spooked investors was management&#39;s guidance for just 2.5 million net new paid subscribers inQ1 2022. This would be down significantly from the 4.0 million the company added inQ1 2021. This weak outlook, management explained, reflects the quarter&#39;s back-end weighted content slate.</p><p>2. Commentary on competition</p><p>Another red flag for Netflix investors in Q4 was management&#39;s nod to increasing competition. In a rare acknowledgment of competition having a negative impact on the company, management said, &#34;added competition may be affecting our marginal growth some...&#34;</p><p>Investors should look to see if management doubles down on this worrisome narrative or if it brings positive data points to the table regarding how it is faring in a competitive environment. Chances are, the worrisome remarks about competition will continue. But investors should note that the stock&#39;s big decline has arguably priced in expectations for heated competition going forward.</p><p>3. Subscriber-growth guidance</p><p>Of course, another key metric to watch will be the company&#39;s guidance for subscriber growth inQ2 2022. Technically, a back-weighted content slate in Q1 should positively impact Q2. Further, it&#39;s no secret that content production has been ramping back up from periods when much of the world was facing lockdowns. So lots of new content from Netflix should provide a catalyst for reaccelerated subscriber growth, assuming increasing competition isn&#39;t providing too much negative pressure.</p><p>While it&#39;s always tough to estimate how many subscribers Netflix will guide for, it would be nice to see guidance for second-quarter subscriber levels on par with pre-COVID levels again. To do this, the company would need to guide for around 2.7 million new subscribers in Q2.</p><p><b>Analyst Opinions</b></p><p>Truist analyst Matthew Thornton cut the price target of Netflix to $409 from $470.Thornton said in a research note that based on mobile app downloads, he believes the company&#39;s subscriber numbers in the first quarter will top expectations but thatQ2 outlook will come in below estimates, with consensus paid member adds being a &#34;slightly high hurdle,&#34; based on prior reports.</p><p>Stifel analyst Scott Devittmaintained a“Buy” rating and a $460 price target on Netflix’s shares. Devitt noted the loss of subscribers in Russia and ongoing disruption in EMEA may limit the upside to subscriber growth. And looking past the first quarter, Devitt is tempering his estimates for 2022 and beyond as he takes a more conservative approach to the subscriber and ARPU growth on worsening macro conditions and continued uncertainty.</p><p>JPMorgan analyst Doug Anmuth issued an “Overweight” rating and a $605 price target on Netflix’s shares. Anmuth was continuing to believe Netflix has meaningful room for further global subscriber penetration. And Anmuth believed Netflix is currently 29% penetrated among the approximately 776 million global broadband subscribers, 33% penetrated among the approximately 675 million current global pay-TV subscribers, and 31% penetrated among the approximately 712 million maximum global pay-TV subscribers.</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>Netflix Q1 Earnings are Coming: 3 Most Important Things to Watch</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\">\nNetflix Q1 Earnings are Coming: 3 Most Important Things to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-19 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Netflix (NASDAQ:NFLX) is scheduled to announce Q1 earnings results after market closes on Tuesday, April 19.</p><p><b>Latest Results</b></p><p>In Q4 2021, Netflix added 8.28 million net new subscribers, a bit shy of the company&#39;s own forecast for 8.5 million net adds, and about in line with the Wall Street consensus forecast at 8.3 million. The company now has 221.8 million subscribers globally.</p><p>The company generated Q4 revenue of $7.7 billion, up 16%, and in line with the company&#39;s projection at $7.7 billion. Profits were $1.33 cents a share, well ahead of analysts at 83 cents, with the outperformance mostly due to an unrealized gain tied to the company&#39;s euro denominated debt.</p><p><b>Q1 Guidance</b></p><p>Netflix&#39;s projections for Q1 2022 were even lighter. The management&#39;s guidance is projecting 2.5 million net adds. While analysts on average predict 2.81 million in Q1, and 2.64 million in Q2, according to FactSet.</p><p>It sees Q1 revenue of $7.9 billion, up 10.3%, but well shy of the Street consensus at $8.2 billion.</p><p><b>3</b> <b>Most Important Things to Watch</b></p><p>1. Subscriber additions</p><p>As always, an important focus for investors will be Netflix&#39;s net paid subscriber additions. In Q3, Netflix saw a re-acceleration in its quarterly subscriber growth, as net additions came in at 8.3 million. Though this was notably below the 8.5 million net new subscribers the company had estimated it would add during the quarter, it was still good to see a significant sequential uptick from the 4.4 million members the company added in the prior quarter.</p><p>But what likely spooked investors was management&#39;s guidance for just 2.5 million net new paid subscribers inQ1 2022. This would be down significantly from the 4.0 million the company added inQ1 2021. This weak outlook, management explained, reflects the quarter&#39;s back-end weighted content slate.</p><p>2. Commentary on competition</p><p>Another red flag for Netflix investors in Q4 was management&#39;s nod to increasing competition. In a rare acknowledgment of competition having a negative impact on the company, management said, &#34;added competition may be affecting our marginal growth some...&#34;</p><p>Investors should look to see if management doubles down on this worrisome narrative or if it brings positive data points to the table regarding how it is faring in a competitive environment. Chances are, the worrisome remarks about competition will continue. But investors should note that the stock&#39;s big decline has arguably priced in expectations for heated competition going forward.</p><p>3. Subscriber-growth guidance</p><p>Of course, another key metric to watch will be the company&#39;s guidance for subscriber growth inQ2 2022. Technically, a back-weighted content slate in Q1 should positively impact Q2. Further, it&#39;s no secret that content production has been ramping back up from periods when much of the world was facing lockdowns. So lots of new content from Netflix should provide a catalyst for reaccelerated subscriber growth, assuming increasing competition isn&#39;t providing too much negative pressure.</p><p>While it&#39;s always tough to estimate how many subscribers Netflix will guide for, it would be nice to see guidance for second-quarter subscriber levels on par with pre-COVID levels again. To do this, the company would need to guide for around 2.7 million new subscribers in Q2.</p><p><b>Analyst Opinions</b></p><p>Truist analyst Matthew Thornton cut the price target of Netflix to $409 from $470.Thornton said in a research note that based on mobile app downloads, he believes the company&#39;s subscriber numbers in the first quarter will top expectations but thatQ2 outlook will come in below estimates, with consensus paid member adds being a &#34;slightly high hurdle,&#34; based on prior reports.</p><p>Stifel analyst Scott Devittmaintained a“Buy” rating and a $460 price target on Netflix’s shares. Devitt noted the loss of subscribers in Russia and ongoing disruption in EMEA may limit the upside to subscriber growth. And looking past the first quarter, Devitt is tempering his estimates for 2022 and beyond as he takes a more conservative approach to the subscriber and ARPU growth on worsening macro conditions and continued uncertainty.</p><p>JPMorgan analyst Doug Anmuth issued an “Overweight” rating and a $605 price target on Netflix’s shares. Anmuth was continuing to believe Netflix has meaningful room for further global subscriber penetration. And Anmuth believed Netflix is currently 29% penetrated among the approximately 776 million global broadband subscribers, 33% penetrated among the approximately 675 million current global pay-TV subscribers, and 31% penetrated among the approximately 712 million maximum global pay-TV subscribers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105840721","content_text":"Netflix (NASDAQ:NFLX) is scheduled to announce Q1 earnings results after market closes on Tuesday, April 19.Latest ResultsIn Q4 2021, Netflix added 8.28 million net new subscribers, a bit shy of the company's own forecast for 8.5 million net adds, and about in line with the Wall Street consensus forecast at 8.3 million. The company now has 221.8 million subscribers globally.The company generated Q4 revenue of $7.7 billion, up 16%, and in line with the company's projection at $7.7 billion. Profits were $1.33 cents a share, well ahead of analysts at 83 cents, with the outperformance mostly due to an unrealized gain tied to the company's euro denominated debt.Q1 GuidanceNetflix's projections for Q1 2022 were even lighter. The management's guidance is projecting 2.5 million net adds. While analysts on average predict 2.81 million in Q1, and 2.64 million in Q2, according to FactSet.It sees Q1 revenue of $7.9 billion, up 10.3%, but well shy of the Street consensus at $8.2 billion.3 Most Important Things to Watch1. Subscriber additionsAs always, an important focus for investors will be Netflix's net paid subscriber additions. In Q3, Netflix saw a re-acceleration in its quarterly subscriber growth, as net additions came in at 8.3 million. Though this was notably below the 8.5 million net new subscribers the company had estimated it would add during the quarter, it was still good to see a significant sequential uptick from the 4.4 million members the company added in the prior quarter.But what likely spooked investors was management's guidance for just 2.5 million net new paid subscribers inQ1 2022. This would be down significantly from the 4.0 million the company added inQ1 2021. This weak outlook, management explained, reflects the quarter's back-end weighted content slate.2. Commentary on competitionAnother red flag for Netflix investors in Q4 was management's nod to increasing competition. In a rare acknowledgment of competition having a negative impact on the company, management said, \"added competition may be affecting our marginal growth some...\"Investors should look to see if management doubles down on this worrisome narrative or if it brings positive data points to the table regarding how it is faring in a competitive environment. Chances are, the worrisome remarks about competition will continue. But investors should note that the stock's big decline has arguably priced in expectations for heated competition going forward.3. Subscriber-growth guidanceOf course, another key metric to watch will be the company's guidance for subscriber growth inQ2 2022. Technically, a back-weighted content slate in Q1 should positively impact Q2. Further, it's no secret that content production has been ramping back up from periods when much of the world was facing lockdowns. So lots of new content from Netflix should provide a catalyst for reaccelerated subscriber growth, assuming increasing competition isn't providing too much negative pressure.While it's always tough to estimate how many subscribers Netflix will guide for, it would be nice to see guidance for second-quarter subscriber levels on par with pre-COVID levels again. To do this, the company would need to guide for around 2.7 million new subscribers in Q2.Analyst OpinionsTruist analyst Matthew Thornton cut the price target of Netflix to $409 from $470.Thornton said in a research note that based on mobile app downloads, he believes the company's subscriber numbers in the first quarter will top expectations but thatQ2 outlook will come in below estimates, with consensus paid member adds being a \"slightly high hurdle,\" based on prior reports.Stifel analyst Scott Devittmaintained a“Buy” rating and a $460 price target on Netflix’s shares. Devitt noted the loss of subscribers in Russia and ongoing disruption in EMEA may limit the upside to subscriber growth. And looking past the first quarter, Devitt is tempering his estimates for 2022 and beyond as he takes a more conservative approach to the subscriber and ARPU growth on worsening macro conditions and continued uncertainty.JPMorgan analyst Doug Anmuth issued an “Overweight” rating and a $605 price target on Netflix’s shares. Anmuth was continuing to believe Netflix has meaningful room for further global subscriber penetration. And Anmuth believed Netflix is currently 29% penetrated among the approximately 776 million global broadband subscribers, 33% penetrated among the approximately 675 million current global pay-TV subscribers, and 31% penetrated among the approximately 712 million maximum global pay-TV subscribers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}