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2022-08-05

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Singapore Stocks to Watch: Wilmar, Sembcorp, Ascendas Reit, FLCT, StarHub

2022-08-05

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The SPY's Risk-Premium Spells Danger

2022-08-02

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2022-08-02

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Singapore Stocks to watch: Jiutian Chemical, Keppel O&M, Great Eastern, Centurion

2022-07-29

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After-Hours Movers: Apple, Amazon, Roku, Intel and More

2022-07-27

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Fed to Unveil Another Big Rate Hike as Signs of Economic Slowdown Grow

2022-07-24

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2 Reasons Why Netflix Could Face Tougher Times Ahead

2022-07-24

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The 2 Safest Energy Dividends Right Now

2022-07-24

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Will the Federal Reserve Kill the Stock-Market Bounce?

2022-07-19

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Singapore Stocks to Watch: Keppel, First Reit, Sembcorp

2022-07-19

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Is Alibaba Stock Worth Buying?

2022-07-19

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Alphabet Completes Stock Split, Persisting Headwinds are a Killjoy

2022-07-17

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Is the New Netflix-Microsoft Partnership a Massive Mistake?

2022-07-15

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Mid-Year Review Of My 5 Largest Tech Stocks

2022-07-11

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U.S. Big Banks Q2 Earnings Are Coming. Here’s What To Expect

2022-07-10

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Nvidia: Time To Buy The King Of Data Centers

2022-07-10

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Bulls And Bears Of The Week: Ford, Coinbase, Block, Netflix, DoorDash And This Major Chipmaker

2022-07-08

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Singapore Stocks to Watch: SPH Reit, Keppel Corp, Aspial, Maxi-Cash, TTJ

2022-07-07

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Singapore Stocks to Watch: Yangzijiang Shipbuilding, SIIC, EC World Reit, Fortress Minerals

2022-07-06

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Singapore Stocks to watch: SIA, MCT, Hwa Hong

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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":1659660400,"share":"https://ttm.financial/m/news/1133988321?lang=&edition=fundamental","pubTime":"2022-08-05 08:46","market":"sg","language":"en","title":"Singapore Stocks to Watch: Wilmar, Sembcorp, Ascendas Reit, FLCT, StarHub","url":"https://stock-news.laohu8.com/highlight/detail?id=1133988321","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Aug 5):</p><p><b>WILMAR International</b> reported on Thursday (Aug 4) a 55.1 per cent jump in net profit for its first half ended June 2022, on the back of improved performance across all key business segments and higher contributions from associates and joint ventures.</p><p>Net profit for the 6 month period rose to US$1.2 billion from US$750.9 million in the year-ago period, the company said in a bourse filing. On a per share basis, earnings increased to US$0.185 in H1 2022 from US$0.119 previously.</p><p><b>SEMBCORP Industries </b>on Friday (Aug 5) posted a surge in net profit to S$490 million for the half year ended Jun 30, from S$46 million a year ago, with higher contributions from its renewables and conventional energy segment.</p><p>Before exceptional items, which include gains on the disposal of the Subic Water &amp; Sewerage and write-back of impairment upon disposal of Biowater Technology, net profit for H1 2021 would be S$252 million, representing a 94 per cent gain year on year.</p><p><b>ASCENDAS Real Estate Investment Trust</b> has proposed the acquisition of the Philips Asean Pacific (APAC) Centre from Philips Electronics Singapore for S$104.8 million.</p><p>A-Reit’s manager said on Thursday (Aug 4) that the proposed deal is “well-aligned” with the Reit’s strategic intention, and will strengthen both its portfolio and customer base. The manager is also targeting to attain a Building and Construction Authority (BCA) Green Mark GoldPlus certification for the property after the completion of the proposed acquisition.</p><p><b>FRASERS Logistics &amp; Commercial Trust </b>recorded 173,087 square metres (sq m) of leasing across its portfolio in Q3 ended June, the real estate investment trust’s (Reit) manager said in a Friday (Aug 5) business update.</p><p>Amid this “healthy leasing momentum”, FLCT maintained 100 per cent for its logistics and industrial (L&amp;I) portfolio, with no expiries in Q4, it added. The commercial portfolio recorded a 91.3 per cent occupancy rate, with 0.9 per cent of income expiring in Q4. Overall occupancy came in at 96.5 per cent.</p><p>MAINBOARD-LISTED telco <b>StarHub</b> on Thursday (Aug 4) posted a 10.3 per cent drop in net profit to S$60.9 million for its half year ended Jun 30, 2022, from S$67.9 million a year ago.</p><p>This was despite higher revenue for the half year, which rose 8.7 per cent to S$1.1 billion from S$973.7 million a year ago, the group said in a regulatory filing.</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>Singapore Stocks to Watch: Wilmar, Sembcorp, Ascendas Reit, FLCT, StarHub</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\">\nSingapore Stocks to Watch: Wilmar, Sembcorp, Ascendas Reit, FLCT, StarHub\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\">2022-08-05 08:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Aug 5):</p><p><b>WILMAR International</b> reported on Thursday (Aug 4) a 55.1 per cent jump in net profit for its first half ended June 2022, on the back of improved performance across all key business segments and higher contributions from associates and joint ventures.</p><p>Net profit for the 6 month period rose to US$1.2 billion from US$750.9 million in the year-ago period, the company said in a bourse filing. On a per share basis, earnings increased to US$0.185 in H1 2022 from US$0.119 previously.</p><p><b>SEMBCORP Industries </b>on Friday (Aug 5) posted a surge in net profit to S$490 million for the half year ended Jun 30, from S$46 million a year ago, with higher contributions from its renewables and conventional energy segment.</p><p>Before exceptional items, which include gains on the disposal of the Subic Water &amp; Sewerage and write-back of impairment upon disposal of Biowater Technology, net profit for H1 2021 would be S$252 million, representing a 94 per cent gain year on year.</p><p><b>ASCENDAS Real Estate Investment Trust</b> has proposed the acquisition of the Philips Asean Pacific (APAC) Centre from Philips Electronics Singapore for S$104.8 million.</p><p>A-Reit’s manager said on Thursday (Aug 4) that the proposed deal is “well-aligned” with the Reit’s strategic intention, and will strengthen both its portfolio and customer base. The manager is also targeting to attain a Building and Construction Authority (BCA) Green Mark GoldPlus certification for the property after the completion of the proposed acquisition.</p><p><b>FRASERS Logistics &amp; Commercial Trust </b>recorded 173,087 square metres (sq m) of leasing across its portfolio in Q3 ended June, the real estate investment trust’s (Reit) manager said in a Friday (Aug 5) business update.</p><p>Amid this “healthy leasing momentum”, FLCT maintained 100 per cent for its logistics and industrial (L&amp;I) portfolio, with no expiries in Q4, it added. The commercial portfolio recorded a 91.3 per cent occupancy rate, with 0.9 per cent of income expiring in Q4. Overall occupancy came in at 96.5 per cent.</p><p>MAINBOARD-LISTED telco <b>StarHub</b> on Thursday (Aug 4) posted a 10.3 per cent drop in net profit to S$60.9 million for its half year ended Jun 30, 2022, from S$67.9 million a year ago.</p><p>This was despite higher revenue for the half year, which rose 8.7 per cent to S$1.1 billion from S$973.7 million a year ago, the group said in a regulatory filing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F34.SI":"丰益国际","A17U.SI":"凯德腾飞房产信托","CC3.SI":"星和","U96.SI":"胜科工业","BUOU.SI":"星狮物流工业信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133988321","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Aug 5):WILMAR International reported on Thursday (Aug 4) a 55.1 per cent jump in net profit for its first half ended June 2022, on the back of improved performance across all key business segments and higher contributions from associates and joint ventures.Net profit for the 6 month period rose to US$1.2 billion from US$750.9 million in the year-ago period, the company said in a bourse filing. On a per share basis, earnings increased to US$0.185 in H1 2022 from US$0.119 previously.SEMBCORP Industries on Friday (Aug 5) posted a surge in net profit to S$490 million for the half year ended Jun 30, from S$46 million a year ago, with higher contributions from its renewables and conventional energy segment.Before exceptional items, which include gains on the disposal of the Subic Water & Sewerage and write-back of impairment upon disposal of Biowater Technology, net profit for H1 2021 would be S$252 million, representing a 94 per cent gain year on year.ASCENDAS Real Estate Investment Trust has proposed the acquisition of the Philips Asean Pacific (APAC) Centre from Philips Electronics Singapore for S$104.8 million.A-Reit’s manager said on Thursday (Aug 4) that the proposed deal is “well-aligned” with the Reit’s strategic intention, and will strengthen both its portfolio and customer base. The manager is also targeting to attain a Building and Construction Authority (BCA) Green Mark GoldPlus certification for the property after the completion of the proposed acquisition.FRASERS Logistics & Commercial Trust recorded 173,087 square metres (sq m) of leasing across its portfolio in Q3 ended June, the real estate investment trust’s (Reit) manager said in a Friday (Aug 5) business update.Amid this “healthy leasing momentum”, FLCT maintained 100 per cent for its logistics and industrial (L&I) portfolio, with no expiries in Q4, it added. The commercial portfolio recorded a 91.3 per cent occupancy rate, with 0.9 per cent of income expiring in Q4. Overall occupancy came in at 96.5 per cent.MAINBOARD-LISTED telco StarHub on Thursday (Aug 4) posted a 10.3 per cent drop in net profit to S$60.9 million for its half year ended Jun 30, 2022, from S$67.9 million a year ago.This was despite higher revenue for the half year, which rose 8.7 per cent to S$1.1 billion from S$973.7 million a year ago, the group said in a regulatory filing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902836601,"gmtCreate":1659666648606,"gmtModify":1705301706263,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902836601","repostId":"1139151693","repostType":4,"repost":{"id":"1139151693","kind":"news","pubTimestamp":1659664618,"share":"https://ttm.financial/m/news/1139151693?lang=&edition=fundamental","pubTime":"2022-08-05 09:56","market":"us","language":"en","title":"The SPY's Risk-Premium Spells Danger","url":"https://stock-news.laohu8.com/highlight/detail?id=1139151693","media":"Seeking Alpha","summary":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield cur","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500&#39;s risk-premium spells danger.</li><li>The market&#39;s enthusiasm about the receding yield curve is dangerous.</li><li>Macroeconomic factors aren&#39;t conducive to another expansionary monetary policy cycle.</li><li>Don&#39;t confuse lagging economic indicators with future influencing factors.</li><li>Although valuations and technical levels are appealing, we think they form a trap.</li></ul><p>In our previous article, we formulated a bearish case on the SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&amp;P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.</p><p>For the purpose of this article, we&#39;ll once again assume the SPY and S&amp;P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).</p><p><img src=\"https://static.tigerbbs.com/0c02a2058184bddff18a8f86784b525a\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>SPY Risk Premium Analysis</b></p><p>The data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).</p><p>I combined the data to formulate a risk premium explaining the S&amp;P 500&#39;s expected return. The whole &#39;recipe&#39; can be found via this link if you&#39;re interested in dissecting the formula.</p><p>Remember that the risk premium is the return investors demand for the risk they&#39;re willing to take. Here&#39;s what I discovered by observing the latest quarterly shift in the S&amp;P 500&#39;s risk-premium.</p><ol><li>Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.</li><li>Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.</li><li>Amid the economy&#39;s contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.</li><li>Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.</li></ol><p><img src=\"https://static.tigerbbs.com/043cebc8af2ab170153f6ff1180f5ae8\" tg-width=\"623\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha, FactSet, YCharts, Gurufocus</p><table><tbody><tr></tr></tbody></table><p>Before I delve into what the quantitative metrics tell us, I&#39;d like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.</p><p><img src=\"https://static.tigerbbs.com/c8901cf5b842a2fefc00859aa8259bde\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>SPLVdata byYCharts</p><p>Okay, so let&#39;s get into a more comprehensive analysis of the quantitative metrics.</p><p>It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.</p><p>These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we&#39;ve all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.</p><p>Although the market&#39;s priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.</p><p>Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There&#39;s uncertainty in future interest rates policy.</p><p><img src=\"https://static.tigerbbs.com/55fdfc3c3774fc562d18eeafb426c9b2\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>VIXdata byYChartsQualitative Overlay</p><p>This section might be a tad subjective, but it&#39;s just my take on the recent bounce and related factors such as the broader economy and 2020&#39;s bear market.</p><p>Firstly, I&#39;ve seen many investors compare this bear market to 2020. However, there&#39;s no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.</p><p>As of now, expansionary policy can&#39;t be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020&#39;s bear market are slightly invalid.</p><p><img src=\"https://static.tigerbbs.com/79aa8c9ea779e11114a0458e2e40036f\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Unemployment Ratedata byYCharts</p><p>Now moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.</p><p>The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.</p><p>Furthermore, there&#39;s been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we&#39;ll see pressure being put on corporate and household balance sheets.</p><p><img src=\"https://static.tigerbbs.com/d3879ebca11df5ab08c1a77c3efa21d8\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Household Financial Obligationsdata by YCharts</p><p>Lastly, there seems to be a&#34;wealth effect&#34;settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I&#39;ve repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.</p><p>I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it&#39;s assumed that the market&#39;s P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won&#39;t be too sure.</p><p><b>A Few Positives</b></p><p>Although I&#39;ve already mentioned a few positives, it&#39;s necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&amp;P 500&#39;s P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you&#39;re a value investor, you&#39;d probably be very bullish right now.</p><p><img src=\"https://static.tigerbbs.com/d7de72c0d17cb72df13b25f9d48dae60\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>S&amp;P 500 P/E Ratiodata by YCharts</p><p>Furthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you&#39;re a believer in looking at past prices to predict future prices, you&#39;ll also be smiling.</p><p><img src=\"https://static.tigerbbs.com/5629362eabd59d0c194688b9e3d049f1\" tg-width=\"640\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Concluding Thoughts</b></p><p>Collectively, we don&#39;t like the S&amp;P 500&#39;s risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&amp;P 500 stocks and their dividend yields could fade soon.</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>The SPY's Risk-Premium Spells Danger</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe SPY's Risk-Premium Spells Danger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4529599-spy-risk-premium-assessed><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle...</p>\n\n<a href=\"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139151693","content_text":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle.Don't confuse lagging economic indicators with future influencing factors.Although valuations and technical levels are appealing, we think they form a trap.In our previous article, we formulated a bearish case on the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.For the purpose of this article, we'll once again assume the SPY and S&P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).Seeking AlphaSPY Risk Premium AnalysisThe data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).I combined the data to formulate a risk premium explaining the S&P 500's expected return. The whole 'recipe' can be found via this link if you're interested in dissecting the formula.Remember that the risk premium is the return investors demand for the risk they're willing to take. Here's what I discovered by observing the latest quarterly shift in the S&P 500's risk-premium.Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.Amid the economy's contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.Source: Seeking Alpha, FactSet, YCharts, GurufocusBefore I delve into what the quantitative metrics tell us, I'd like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.SPLVdata byYChartsOkay, so let's get into a more comprehensive analysis of the quantitative metrics.It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we've all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.Although the market's priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There's uncertainty in future interest rates policy.VIXdata byYChartsQualitative OverlayThis section might be a tad subjective, but it's just my take on the recent bounce and related factors such as the broader economy and 2020's bear market.Firstly, I've seen many investors compare this bear market to 2020. However, there's no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.As of now, expansionary policy can't be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020's bear market are slightly invalid.US Unemployment Ratedata byYChartsNow moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.Furthermore, there's been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we'll see pressure being put on corporate and household balance sheets.US Household Financial Obligationsdata by YChartsLastly, there seems to be a\"wealth effect\"settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I've repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it's assumed that the market's P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won't be too sure.A Few PositivesAlthough I've already mentioned a few positives, it's necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&P 500's P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you're a value investor, you'd probably be very bullish right now.S&P 500 P/E Ratiodata by YChartsFurthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you're a believer in looking at past prices to predict future prices, you'll also be smiling.Seeking AlphaConcluding ThoughtsCollectively, we don't like the S&P 500's risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&P 500 stocks and their dividend yields could fade soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908557104,"gmtCreate":1659406450308,"gmtModify":1705980029443,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908557104","repostId":"1122955164","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908557089,"gmtCreate":1659406428441,"gmtModify":1705980028959,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908557089","repostId":"1117279881","repostType":4,"repost":{"id":"1117279881","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659401393,"share":"https://ttm.financial/m/news/1117279881?lang=&edition=fundamental","pubTime":"2022-08-02 08:49","market":"sg","language":"en","title":"Singapore Stocks to watch: Jiutian Chemical, Keppel O&M, Great Eastern, Centurion","url":"https://stock-news.laohu8.com/highlight/detail?id=1117279881","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Aug 2):JIUTIAN Chemical Group is expecting to report a \"significant increase\" in consolidated net p","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Aug 2):</p><p><b>JIUTIAN Chemical Group </b>is expecting to report a &#34;significant increase&#34; in consolidated net profit for the half year ended Jun 30, due to a rise in the average selling price of its main products.</p><p>In a regulatory filing on Monday (Aug 1), the Catalist-listed chemical company said it has continued to experience “strong” demand for its main products of dimethylformamide and methylamine, as China’s post-Covid-19 economic recovery gathers momentum.</p><p><b>KEPPEL Offshore &amp; Marine </b>(O&amp;M), through its wholly-owned subsidiaries, Keppel AmFELS, Inc (Keppel AmFELS) and Keppel Shipyard Ltd (Keppel Shipyard), has been awarded contracts worth around S$75 million for the refurbishment and completion of 2 floating production units.</p><p>The first contract is by Keppel AmFELS with Salamanca FPS Infra, LLC for the refurbishment of a floating production unit to be operated by LLOG Exploration Offshore, LLC, a private exploration and production company in the United States.</p><p><b>GREAT Eastern’</b>s profit attributable to shareholders rose 22 per cent to S$282.9 million for the second quarter ended Jun 30, from S$232.3 million in the same period a year ago.</p><p>This was mainly due to higher operating profit from the insurance business, which grew 19 per cent year on year to S$174.1 million, from S$146.9 million, the insurance arm of OCBC said on Tuesday (Aug 2).</p><p><b>Centurion Corporation</b> said on Monday (Aug 1) that it is expecting a &#34;substantial increase&#34; in net profit for the half year ended Jun 30, 2022.</p><p>In a bourse filing, Centurion said the group is expected to record a “substantial increase” in the net profit attributable to equity holders of the company for H1 2022 “by not less than 250 per cent.” This is as compared to a net profit of S$17.2 million for the year-ago period, it added.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to watch: Jiutian Chemical, Keppel O&M, Great Eastern, Centurion</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\">\nSingapore Stocks to watch: Jiutian Chemical, Keppel O&M, Great Eastern, Centurion\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\">2022-08-02 08:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Aug 2):</p><p><b>JIUTIAN Chemical Group </b>is expecting to report a &#34;significant increase&#34; in consolidated net profit for the half year ended Jun 30, due to a rise in the average selling price of its main products.</p><p>In a regulatory filing on Monday (Aug 1), the Catalist-listed chemical company said it has continued to experience “strong” demand for its main products of dimethylformamide and methylamine, as China’s post-Covid-19 economic recovery gathers momentum.</p><p><b>KEPPEL Offshore &amp; Marine </b>(O&amp;M), through its wholly-owned subsidiaries, Keppel AmFELS, Inc (Keppel AmFELS) and Keppel Shipyard Ltd (Keppel Shipyard), has been awarded contracts worth around S$75 million for the refurbishment and completion of 2 floating production units.</p><p>The first contract is by Keppel AmFELS with Salamanca FPS Infra, LLC for the refurbishment of a floating production unit to be operated by LLOG Exploration Offshore, LLC, a private exploration and production company in the United States.</p><p><b>GREAT Eastern’</b>s profit attributable to shareholders rose 22 per cent to S$282.9 million for the second quarter ended Jun 30, from S$232.3 million in the same period a year ago.</p><p>This was mainly due to higher operating profit from the insurance business, which grew 19 per cent year on year to S$174.1 million, from S$146.9 million, the insurance arm of OCBC said on Tuesday (Aug 2).</p><p><b>Centurion Corporation</b> said on Monday (Aug 1) that it is expecting a &#34;substantial increase&#34; in net profit for the half year ended Jun 30, 2022.</p><p>In a bourse filing, Centurion said the group is expected to record a “substantial increase” in the net profit attributable to equity holders of the company for H1 2022 “by not less than 250 per cent.” This is as compared to a net profit of S$17.2 million for the year-ago period, it added.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OU8.SI":"胜捷企业有限公司","G07.SI":"大东方控股","C8R.SI":"九天化工","BN4.SI":"吉宝有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117279881","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Aug 2):JIUTIAN Chemical Group is expecting to report a \"significant increase\" in consolidated net profit for the half year ended Jun 30, due to a rise in the average selling price of its main products.In a regulatory filing on Monday (Aug 1), the Catalist-listed chemical company said it has continued to experience “strong” demand for its main products of dimethylformamide and methylamine, as China’s post-Covid-19 economic recovery gathers momentum.KEPPEL Offshore & Marine (O&M), through its wholly-owned subsidiaries, Keppel AmFELS, Inc (Keppel AmFELS) and Keppel Shipyard Ltd (Keppel Shipyard), has been awarded contracts worth around S$75 million for the refurbishment and completion of 2 floating production units.The first contract is by Keppel AmFELS with Salamanca FPS Infra, LLC for the refurbishment of a floating production unit to be operated by LLOG Exploration Offshore, LLC, a private exploration and production company in the United States.GREAT Eastern’s profit attributable to shareholders rose 22 per cent to S$282.9 million for the second quarter ended Jun 30, from S$232.3 million in the same period a year ago.This was mainly due to higher operating profit from the insurance business, which grew 19 per cent year on year to S$174.1 million, from S$146.9 million, the insurance arm of OCBC said on Tuesday (Aug 2).Centurion Corporation said on Monday (Aug 1) that it is expecting a \"substantial increase\" in net profit for the half year ended Jun 30, 2022.In a bourse filing, Centurion said the group is expected to record a “substantial increase” in the net profit attributable to equity holders of the company for H1 2022 “by not less than 250 per cent.” This is as compared to a net profit of S$17.2 million for the year-ago period, it added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903485304,"gmtCreate":1659060687608,"gmtModify":1676536252187,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903485304","repostId":"2255048243","repostType":4,"repost":{"id":"2255048243","kind":"highlight","pubTimestamp":1659050682,"share":"https://ttm.financial/m/news/2255048243?lang=&edition=fundamental","pubTime":"2022-07-29 07:24","market":"us","language":"en","title":"After-Hours Movers: Apple, Amazon, Roku, Intel and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2255048243","media":"StreetInsider","summary":"After-Hours Stock Movers:Roku (NASDAQ:ROKU) 25.9% LOWER; reported Q2 EPS of ($0.82), $0.14 worse tha","content":"<html><head></head><body><p><b>After-Hours Stock Movers:</b></p><p>Roku (NASDAQ:ROKU) 25.9% LOWER; reported Q2 EPS of ($0.82), $0.14 worse than the analyst estimate of ($0.68). Revenue for the quarter came in at $764.4 million versus the consensus estimate of $804.13 million. Roku sees Q3 2022 revenue of $700 million, versus the consensus of $901.7 million.</p><p>DexCom (NASDAQ:DXCM) 18% LOWER; reported Q2 EPS of $0.17, $0.02 worse than the analyst estimate of $0.19. Revenue for the quarter came in at $696.2 million versus the consensus estimate of $700.45 million. DexCom sees Q3 2022 revenue of $2.86-2.91 billion, versus the consensus of $2.92 billion.</p><p>Amazon (NASDAQ:AMZN) 13.2% HIGHER; reported Q2 EPS of ($0.20), $0.33 worse than the analyst estimate of $0.13. Revenue for the quarter came in at $121.2 billion versus the consensus estimate of $119.18 billion. Amazon sees Q3 2022 revenue of $125-130 billion, versus the consensus of $126.4 billion.</p><p>Five9 (NASDAQ:FIVN) 8.8% HIGHER; reported Q2 EPS of $0.34, $0.16 better than the analyst estimate of $0.18. Revenue for the quarter came in at $189.4 million versus the consensus estimate of $180.12 million. Five9 sees FY2022 EPS of $1.38-$1.40, versus the consensus of $1.22. Five9 sees FY2022 revenue of $780.5-782.5 million, versus the consensus of $772.1 million. Five9 sees Q3 2022 EPS of $0.31-$0.33, versus the consensus of $0.30. Five9 sees Q3 2022 revenue of $192.5-193.5 million, versus the consensus of $192.3 million.</p><p>Intel (NASDAQ:INTC) 8.2% LOWER; reported Q2 EPS of $0.29, $0.41 worse than the analyst estimate of $0.70. Revenue for the quarter came in at $15.3 billion versus the consensus estimate of $17.96 billion. Intel sees FY2022 EPS of $2.30, versus the consensus of $3.42. Intel sees FY2022 revenue of $65-68 billion, versus the consensus of $74.3 billion. Intel sees Q3 2022 EPS of $0.35, versus the consensus of $0.87. Intel sees Q3 2022 revenue of $15-16 billion, versus the consensus of $18.62 billion.</p><p>The Trade Desk, Inc. (NASDAQ:TTD) 7.7% LOWER; TTD and Michelle Hulst, the Company’s Chief Data Officer, agreed that Ms. Hulst will step down from her current position effective as of July 29, 2022. Upon her departure from the Company, it is intended that Ms. Hulst receive the benefits provided for an employment termination without cause as set forth in her previously filed Employment Agreement dated January 11, 2021.</p><p>Edwards Lifesciences (NYSE:EW) 4.9% LOWER; reported Q2 EPS of $0.63, $0.01 worse than the analyst estimate of $0.64. Revenue for the quarter came in at $1.37 billion versus the consensus estimate of $1.4 billion. Edwards Lifesciences sees Q3 2022 EPS of $0.58-$0.66, versus the consensus of $0.65. Edwards Lifesciences sees Q3 2022 revenue of $1.3-1.37 billion, versus the consensus of $1.44 billion.</p><p>Deckers Brands (NYSE:DECK) 4.7% HIGHER; reported Q1 EPS of $1.66, $0.41 better than the analyst estimate of $1.25. Revenue for the quarter came in at $614.5 million versus the consensus estimate of $567.34 million. The Board of Directors Approved AdditionalShare RepurchaseAuthorization of $1.2 Billion. Deckers Brands sees FY2023 EPS of $17.50-$18.35, versus the consensus of $17.98. Deckers Brands sees FY2023 revenue of $3.45-3.5 million, versus the consensus of $3.49 million.</p><p>U.S. Steel (NYSE:X) 4.1% HIGHER; reported Q2 EPS of $3.86, $0.36 better than the analyst estimate of $3.50. Revenue for the quarter came in at $6.29 billion versus the consensus estimate of $5.81 billion.</p><p>Apple (NASDAQ:AAPL) 2.9% HIGHER; reported Q3 EPS of $1.20, $0.04 better than the analyst estimate of $1.16. Revenue for the quarter came in at $83 billion versus the consensus estimate of $82.59 billion.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Movers: Apple, Amazon, Roku, Intel and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter-Hours Movers: Apple, Amazon, Roku, Intel and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20384699><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:Roku (NASDAQ:ROKU) 25.9% LOWER; reported Q2 EPS of ($0.82), $0.14 worse than the analyst estimate of ($0.68). Revenue for the quarter came in at $764.4 million versus the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20384699\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DECK":"Deckers Outdoor Corporation","AAPL":"苹果","FIVN":"Five9 Inc","ROKU":"Roku Inc","EW":"爱德华兹","TTD":"Trade Desk Inc.","X":"美国钢铁","DXCM":"德康医疗","INTC":"英特尔","AMZN":"亚马逊"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20384699","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255048243","content_text":"After-Hours Stock Movers:Roku (NASDAQ:ROKU) 25.9% LOWER; reported Q2 EPS of ($0.82), $0.14 worse than the analyst estimate of ($0.68). Revenue for the quarter came in at $764.4 million versus the consensus estimate of $804.13 million. Roku sees Q3 2022 revenue of $700 million, versus the consensus of $901.7 million.DexCom (NASDAQ:DXCM) 18% LOWER; reported Q2 EPS of $0.17, $0.02 worse than the analyst estimate of $0.19. Revenue for the quarter came in at $696.2 million versus the consensus estimate of $700.45 million. DexCom sees Q3 2022 revenue of $2.86-2.91 billion, versus the consensus of $2.92 billion.Amazon (NASDAQ:AMZN) 13.2% HIGHER; reported Q2 EPS of ($0.20), $0.33 worse than the analyst estimate of $0.13. Revenue for the quarter came in at $121.2 billion versus the consensus estimate of $119.18 billion. Amazon sees Q3 2022 revenue of $125-130 billion, versus the consensus of $126.4 billion.Five9 (NASDAQ:FIVN) 8.8% HIGHER; reported Q2 EPS of $0.34, $0.16 better than the analyst estimate of $0.18. Revenue for the quarter came in at $189.4 million versus the consensus estimate of $180.12 million. Five9 sees FY2022 EPS of $1.38-$1.40, versus the consensus of $1.22. Five9 sees FY2022 revenue of $780.5-782.5 million, versus the consensus of $772.1 million. Five9 sees Q3 2022 EPS of $0.31-$0.33, versus the consensus of $0.30. Five9 sees Q3 2022 revenue of $192.5-193.5 million, versus the consensus of $192.3 million.Intel (NASDAQ:INTC) 8.2% LOWER; reported Q2 EPS of $0.29, $0.41 worse than the analyst estimate of $0.70. Revenue for the quarter came in at $15.3 billion versus the consensus estimate of $17.96 billion. Intel sees FY2022 EPS of $2.30, versus the consensus of $3.42. Intel sees FY2022 revenue of $65-68 billion, versus the consensus of $74.3 billion. Intel sees Q3 2022 EPS of $0.35, versus the consensus of $0.87. Intel sees Q3 2022 revenue of $15-16 billion, versus the consensus of $18.62 billion.The Trade Desk, Inc. (NASDAQ:TTD) 7.7% LOWER; TTD and Michelle Hulst, the Company’s Chief Data Officer, agreed that Ms. Hulst will step down from her current position effective as of July 29, 2022. Upon her departure from the Company, it is intended that Ms. Hulst receive the benefits provided for an employment termination without cause as set forth in her previously filed Employment Agreement dated January 11, 2021.Edwards Lifesciences (NYSE:EW) 4.9% LOWER; reported Q2 EPS of $0.63, $0.01 worse than the analyst estimate of $0.64. Revenue for the quarter came in at $1.37 billion versus the consensus estimate of $1.4 billion. Edwards Lifesciences sees Q3 2022 EPS of $0.58-$0.66, versus the consensus of $0.65. Edwards Lifesciences sees Q3 2022 revenue of $1.3-1.37 billion, versus the consensus of $1.44 billion.Deckers Brands (NYSE:DECK) 4.7% HIGHER; reported Q1 EPS of $1.66, $0.41 better than the analyst estimate of $1.25. Revenue for the quarter came in at $614.5 million versus the consensus estimate of $567.34 million. The Board of Directors Approved AdditionalShare RepurchaseAuthorization of $1.2 Billion. Deckers Brands sees FY2023 EPS of $17.50-$18.35, versus the consensus of $17.98. Deckers Brands sees FY2023 revenue of $3.45-3.5 million, versus the consensus of $3.49 million.U.S. Steel (NYSE:X) 4.1% HIGHER; reported Q2 EPS of $3.86, $0.36 better than the analyst estimate of $3.50. Revenue for the quarter came in at $6.29 billion versus the consensus estimate of $5.81 billion.Apple (NASDAQ:AAPL) 2.9% HIGHER; reported Q3 EPS of $1.20, $0.04 better than the analyst estimate of $1.16. Revenue for the quarter came in at $83 billion versus the consensus estimate of $82.59 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909720977,"gmtCreate":1658929785999,"gmtModify":1676536230037,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909720977","repostId":"1103017858","repostType":4,"repost":{"id":"1103017858","kind":"news","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":1658904453,"share":"https://ttm.financial/m/news/1103017858?lang=&edition=fundamental","pubTime":"2022-07-27 14:47","market":"us","language":"en","title":"Fed to Unveil Another Big Rate Hike as Signs of Economic Slowdown Grow","url":"https://stock-news.laohu8.com/highlight/detail?id=1103017858","media":"Reuters","summary":"With the Federal Reserve expected to hike its key interest rate by three-quarters of a percentage po","content":"<html><head></head><body><p>With the Federal Reserve expected to hike its key interest rate by three-quarters of a percentage point on Wednesday to battle high inflation, focus will shift to how deeply signs of an economic slowdown have registered with its policymakers.</p><p>The anticipated increase in the target federal funds rate, the Fed&#39;s key tool in trying to lower inflation from a four-decade high, will bring the U.S. central bank to a mile marker of sorts as it reaches a level of around 2.4% that is estimated to no longer encourage economic activity.</p><p>That will represent one of the fastest-ever gear changes in U.S. monetary policy - just over four months ago the policy rate was near zero and the Fed was buying billions of dollars of bonds each month to help the economy recover from the COVID-19 pandemic.</p><p>But while there has been little progress registered yet in the inflation fight, signs of economic stress are accumulating - and raising the stakes for Fed officials as they weigh just how much tighter monetary policy needs to be to slow price increases against the risk that going too far could trigger a recession. </p><p>Even ahead of this week&#39;s two-day policy meeting, the inflation problem was considered so dire that investors placed about a one-in-four chance the Fed would surprise markets with a larger 1-percentage-point increase in its benchmark overnight interest rate, reminiscent of the hikes used in the early 1980s by then-Fed Chair Paul Volcker.</p><p>As the Fed&#39;s impact on the economy becomes more apparent, the issue now is whether it is at risk of overdoing it.</p><p>Parts of the U.S. bond market are signaling an increased likelihood of recession, with yields on 2-year U.S. Treasury notes now higher than they are for 10-year Treasuries, a possible sign of lost faith in near-term economic growth and reflecting a possibility the Fed may be forced to cut rates within a relatively short span of time.</p><p>Fears of a stalling economy were stoked late on Monday when Walmart Inc (WMT.N), whose massive footprint offers a broad view of consumer behavior, cut its profit outlook and said inflation had pressed shoppers to spend their money on food and fuel instead of higher-margin discretionary items like electronics and apparel. General Motors Co (GM.N), for its part, said it had eased hiring and delayed planned spending in response to inflation and to hedge against a possible broader slowdown. </p><p>The U.S. Commerce Department is expected on Thursday to report that gross domestic product grew at a turgid pace in the second quarter. New employment data scheduled to be released next week will show whether robust job creation, considered an important strength of the U.S. economy right now, continued in July.</p><h2>CONFLICTING DATA</h2><p>Fed policymakers will not issue new economic projections of their own on Wednesday. But a new policy statement due to be released at 2 p.m. EDT (1800 GMT) and Fed Chair Jerome Powell&#39;s news conference half an hour later should elaborate on how the central bank views the recent economic data and at least hint at its next steps.</p><p>That will almost certainly include another interest rate increase at the Fed&#39;s next policy meeting in September, with upcoming inflation data likely to shape whether officials opt for another 75-basis-point increase, or scale back to a half-percentage-point move.</p><p>With consumer prices rising at a more than a 9% annual rate as of June, &#34;the Fed will not slow the pace of hikes until they are convinced inflation has turned,&#34; Ian Shepherdson, chief economist at Pantheon Macroeconomics, wrote recently.</p><p>A number of Fed officials at various points since the start of the year have said they thought inflation had peaked, only to be caught out as prices continued to rise faster. By the Fed&#39;s preferred measure, inflation is running at more than three times the central bank&#39;s 2% annual target, leaving policymakers aligned behind not just the unusually large 75-basis-point hikes - the biggest moves since 1994 - but a promise to continue raising borrowing costs until monthly inflation numbers fall.</p><p>To some economists that has heightened the risk of error, since data on prices may lag the impact of rising rates on the economy and prompt the Fed to continue its monetary policy tightening in the midst of a slowdown.</p><p>The average contract rate on a 30-year fixed-rate mortgage has risen from below 3% to about 5.5% on the basis of the Fed&#39;s rate hikes so far, for example, and new home sales already have fallen to the lowest levels since the start of the pandemic.</p><p>By the time of the Fed&#39;s Sept. 20-21 meeting, policymakers will have two months of additional data in hand on prices, consumer spending, business output, jobs, and other aspects of the economy.</p><p>If inflation does slow before that meeting, it could clear the way for the Fed to slow down.</p><p>Investors, as of now, are roughly split over whether that will happen, with data likely to continue pulling in both directions.</p><p>The U.S. economy &#34;is likely to have contracted in the first half of the year, but job growth remains robust. Inflation is leading to record-low consumer sentiment, but consumers are still spending,&#34; as are businesses, Greg Daco, chief economist at EY-Parthenon, wrote this week. The U.S. right now is &#34;a world of paradox.&#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>Fed to Unveil Another Big Rate Hike as Signs of Economic Slowdown Grow</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\">\nFed to Unveil Another Big Rate Hike as Signs of Economic Slowdown Grow\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\">2022-07-27 14:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With the Federal Reserve expected to hike its key interest rate by three-quarters of a percentage point on Wednesday to battle high inflation, focus will shift to how deeply signs of an economic slowdown have registered with its policymakers.</p><p>The anticipated increase in the target federal funds rate, the Fed&#39;s key tool in trying to lower inflation from a four-decade high, will bring the U.S. central bank to a mile marker of sorts as it reaches a level of around 2.4% that is estimated to no longer encourage economic activity.</p><p>That will represent one of the fastest-ever gear changes in U.S. monetary policy - just over four months ago the policy rate was near zero and the Fed was buying billions of dollars of bonds each month to help the economy recover from the COVID-19 pandemic.</p><p>But while there has been little progress registered yet in the inflation fight, signs of economic stress are accumulating - and raising the stakes for Fed officials as they weigh just how much tighter monetary policy needs to be to slow price increases against the risk that going too far could trigger a recession. </p><p>Even ahead of this week&#39;s two-day policy meeting, the inflation problem was considered so dire that investors placed about a one-in-four chance the Fed would surprise markets with a larger 1-percentage-point increase in its benchmark overnight interest rate, reminiscent of the hikes used in the early 1980s by then-Fed Chair Paul Volcker.</p><p>As the Fed&#39;s impact on the economy becomes more apparent, the issue now is whether it is at risk of overdoing it.</p><p>Parts of the U.S. bond market are signaling an increased likelihood of recession, with yields on 2-year U.S. Treasury notes now higher than they are for 10-year Treasuries, a possible sign of lost faith in near-term economic growth and reflecting a possibility the Fed may be forced to cut rates within a relatively short span of time.</p><p>Fears of a stalling economy were stoked late on Monday when Walmart Inc (WMT.N), whose massive footprint offers a broad view of consumer behavior, cut its profit outlook and said inflation had pressed shoppers to spend their money on food and fuel instead of higher-margin discretionary items like electronics and apparel. General Motors Co (GM.N), for its part, said it had eased hiring and delayed planned spending in response to inflation and to hedge against a possible broader slowdown. </p><p>The U.S. Commerce Department is expected on Thursday to report that gross domestic product grew at a turgid pace in the second quarter. New employment data scheduled to be released next week will show whether robust job creation, considered an important strength of the U.S. economy right now, continued in July.</p><h2>CONFLICTING DATA</h2><p>Fed policymakers will not issue new economic projections of their own on Wednesday. But a new policy statement due to be released at 2 p.m. EDT (1800 GMT) and Fed Chair Jerome Powell&#39;s news conference half an hour later should elaborate on how the central bank views the recent economic data and at least hint at its next steps.</p><p>That will almost certainly include another interest rate increase at the Fed&#39;s next policy meeting in September, with upcoming inflation data likely to shape whether officials opt for another 75-basis-point increase, or scale back to a half-percentage-point move.</p><p>With consumer prices rising at a more than a 9% annual rate as of June, &#34;the Fed will not slow the pace of hikes until they are convinced inflation has turned,&#34; Ian Shepherdson, chief economist at Pantheon Macroeconomics, wrote recently.</p><p>A number of Fed officials at various points since the start of the year have said they thought inflation had peaked, only to be caught out as prices continued to rise faster. By the Fed&#39;s preferred measure, inflation is running at more than three times the central bank&#39;s 2% annual target, leaving policymakers aligned behind not just the unusually large 75-basis-point hikes - the biggest moves since 1994 - but a promise to continue raising borrowing costs until monthly inflation numbers fall.</p><p>To some economists that has heightened the risk of error, since data on prices may lag the impact of rising rates on the economy and prompt the Fed to continue its monetary policy tightening in the midst of a slowdown.</p><p>The average contract rate on a 30-year fixed-rate mortgage has risen from below 3% to about 5.5% on the basis of the Fed&#39;s rate hikes so far, for example, and new home sales already have fallen to the lowest levels since the start of the pandemic.</p><p>By the time of the Fed&#39;s Sept. 20-21 meeting, policymakers will have two months of additional data in hand on prices, consumer spending, business output, jobs, and other aspects of the economy.</p><p>If inflation does slow before that meeting, it could clear the way for the Fed to slow down.</p><p>Investors, as of now, are roughly split over whether that will happen, with data likely to continue pulling in both directions.</p><p>The U.S. economy &#34;is likely to have contracted in the first half of the year, but job growth remains robust. Inflation is leading to record-low consumer sentiment, but consumers are still spending,&#34; as are businesses, Greg Daco, chief economist at EY-Parthenon, wrote this week. The U.S. right now is &#34;a world of paradox.&#34;</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":"1103017858","content_text":"With the Federal Reserve expected to hike its key interest rate by three-quarters of a percentage point on Wednesday to battle high inflation, focus will shift to how deeply signs of an economic slowdown have registered with its policymakers.The anticipated increase in the target federal funds rate, the Fed's key tool in trying to lower inflation from a four-decade high, will bring the U.S. central bank to a mile marker of sorts as it reaches a level of around 2.4% that is estimated to no longer encourage economic activity.That will represent one of the fastest-ever gear changes in U.S. monetary policy - just over four months ago the policy rate was near zero and the Fed was buying billions of dollars of bonds each month to help the economy recover from the COVID-19 pandemic.But while there has been little progress registered yet in the inflation fight, signs of economic stress are accumulating - and raising the stakes for Fed officials as they weigh just how much tighter monetary policy needs to be to slow price increases against the risk that going too far could trigger a recession. Even ahead of this week's two-day policy meeting, the inflation problem was considered so dire that investors placed about a one-in-four chance the Fed would surprise markets with a larger 1-percentage-point increase in its benchmark overnight interest rate, reminiscent of the hikes used in the early 1980s by then-Fed Chair Paul Volcker.As the Fed's impact on the economy becomes more apparent, the issue now is whether it is at risk of overdoing it.Parts of the U.S. bond market are signaling an increased likelihood of recession, with yields on 2-year U.S. Treasury notes now higher than they are for 10-year Treasuries, a possible sign of lost faith in near-term economic growth and reflecting a possibility the Fed may be forced to cut rates within a relatively short span of time.Fears of a stalling economy were stoked late on Monday when Walmart Inc (WMT.N), whose massive footprint offers a broad view of consumer behavior, cut its profit outlook and said inflation had pressed shoppers to spend their money on food and fuel instead of higher-margin discretionary items like electronics and apparel. General Motors Co (GM.N), for its part, said it had eased hiring and delayed planned spending in response to inflation and to hedge against a possible broader slowdown. The U.S. Commerce Department is expected on Thursday to report that gross domestic product grew at a turgid pace in the second quarter. New employment data scheduled to be released next week will show whether robust job creation, considered an important strength of the U.S. economy right now, continued in July.CONFLICTING DATAFed policymakers will not issue new economic projections of their own on Wednesday. But a new policy statement due to be released at 2 p.m. EDT (1800 GMT) and Fed Chair Jerome Powell's news conference half an hour later should elaborate on how the central bank views the recent economic data and at least hint at its next steps.That will almost certainly include another interest rate increase at the Fed's next policy meeting in September, with upcoming inflation data likely to shape whether officials opt for another 75-basis-point increase, or scale back to a half-percentage-point move.With consumer prices rising at a more than a 9% annual rate as of June, \"the Fed will not slow the pace of hikes until they are convinced inflation has turned,\" Ian Shepherdson, chief economist at Pantheon Macroeconomics, wrote recently.A number of Fed officials at various points since the start of the year have said they thought inflation had peaked, only to be caught out as prices continued to rise faster. By the Fed's preferred measure, inflation is running at more than three times the central bank's 2% annual target, leaving policymakers aligned behind not just the unusually large 75-basis-point hikes - the biggest moves since 1994 - but a promise to continue raising borrowing costs until monthly inflation numbers fall.To some economists that has heightened the risk of error, since data on prices may lag the impact of rising rates on the economy and prompt the Fed to continue its monetary policy tightening in the midst of a slowdown.The average contract rate on a 30-year fixed-rate mortgage has risen from below 3% to about 5.5% on the basis of the Fed's rate hikes so far, for example, and new home sales already have fallen to the lowest levels since the start of the pandemic.By the time of the Fed's Sept. 20-21 meeting, policymakers will have two months of additional data in hand on prices, consumer spending, business output, jobs, and other aspects of the economy.If inflation does slow before that meeting, it could clear the way for the Fed to slow down.Investors, as of now, are roughly split over whether that will happen, with data likely to continue pulling in both directions.The U.S. economy \"is likely to have contracted in the first half of the year, but job growth remains robust. Inflation is leading to record-low consumer sentiment, but consumers are still spending,\" as are businesses, Greg Daco, chief economist at EY-Parthenon, wrote this week. The U.S. right now is \"a world of paradox.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900968026,"gmtCreate":1658628640265,"gmtModify":1676536184158,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900968026","repostId":"2253069383","repostType":4,"repost":{"id":"2253069383","kind":"highlight","pubTimestamp":1658542066,"share":"https://ttm.financial/m/news/2253069383?lang=&edition=fundamental","pubTime":"2022-07-23 10:07","market":"us","language":"en","title":"2 Reasons Why Netflix Could Face Tougher Times Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2253069383","media":"Motley Fool","summary":"The company's third-quarter report might not be as celebrated as its second.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\"><b>Netflix</b> </a> announced its loss of 970,000 subscribers in the second quarter of 2022 after projecting a loss of 2 million. The company&#39;s hit content was a leading factor in the improvement, but its third quarter might not be so lucky -- here&#39;s why.</p><h2>A lack of hit content</h2><p>On July 19, Netflix co-CEO Reed Hastings discussed the company&#39;s positive second-quarter results in an earnings call, attributing much of its improved subscriber losses to its content -- thanking one show in particular. The executive said, &#34;If there was a single thing, we might say <i>Stranger Things</i>.&#34; Part 1 of the show&#39;s fourth season was released May 27, generating 1.3 billion viewing hours in the first four weeks -- becoming Netflix&#39;s biggest season for an English series ever.</p><p>In addition to the juggernaut <i>Stranger Things</i>, Q2 2022 also saw the finale of the Netflix hit <i>Ozark </i>on April 29, with the release of part 2 of the show&#39;s final season. The last seven episodes racked up 78.4 million viewing hours in its first three days, making it the company&#39;s most-watched English-language TV series before <i>Stranger Things</i> Season 4 was released a month later.</p><p>The third quarter had a good start with the release of <i>Stranger Things</i> Season 4 Part 2 on July 1, but there are not many reasons for subscribers to stay beyond that. The next big releases during the month have been the game-adapted series <i>Resident Evil</i> on July 14 and the Ryan Gosling-led film <i>The Gray Man</i> on July 22. <i>Resident Evil</i> has since become one of Netflix&#39;s worst-rated shows in history, and while <i>The Gray Man</i> could encourage views, popular shows are what pull in subscribers. Releases such as <i>Uncharted</i> in August and the Marylin Monroe biopic <i>Blonde</i> in September are great additions to Netflix&#39;s film library but aren&#39;t going to encourage subscriber retention.</p><p>The best-performing series adding a new season in Q3 2022 is high school comedy-drama <i>Never Have I Ever</i>, with its third season launching on August 12. The show&#39;s second season landed in the top 10 of more than 70 countries in July 2021, garnering 132 million viewing hours from July 11 to August 1, 2021. While the show&#39;s stats are impressive, the second season garnered just 13.5% of <i>Stranger Things</i> Season 4 Part 1&#39;s viewership in the same length of time . Even with <i>Stranger Things</i>, Netflix lost almost a million subscribers in Q2 2022; improvements aren&#39;t likely in Q3.</p><h2>Waiting for ads</h2><p>While Netflix waits for subsequent seasons of its hard-hitting series to boost memberships, the next likely push for subscriber growth will be the introduction of its ad-supported tier. The company announced its venture into ads in early 2022, partnering with <b>Microsoft</b> to get the job done. As ad-supported streaming options have grown in popularity, the move is positive for the company and potentially opens up a market of people who previously saw the platform as too expensive. However, the ad initiative will not come into effect until at least early 2023 -- leaving less to boost Q3 2022.</p><p>Additionally, a recent study from Civic Science has shown that ad-supported options are more likely to attract existing Netflix subscribers than new ones. A survey in mid-July showed that 32% of current Netflix members would likely make the switch to a lower-priced ad-supported tier. However, 26% of non-Netflix members said they&#39;d probably subscribe to the ad-supported option. So, while Netflix is hopeful that an ad-supported service will boost subscriber growth, it looks more likely to retain current members. The data suggests that even if the ad-supported tier launched in Q3, it might not garner the subscriber growth investors are hoping for.</p><h2>Can things turn around in Q4?</h2><p>In terms of content, the fourth quarter of 2022 will bring some major releases to Netflix members, including the highly anticipated fifth season of <i>The Crown</i> in November, and subsequent seasons of <i>Emily in Paris</i>, <i>Big Mouth</i>, and <i>You</i> will likely launch before the year&#39;s out. Of course, not every quarter can have a <i>Stranger Things</i>, but Q4 is more likely to draw in big viewing numbers than Q3.</p><p>The future of Netflix will be a waiting game for streaming service stock investors. Third quarter earnings may be disappointing, but that&#39;s not to say Netflix won&#39;t have a successful 2023 with the launch of its ad-supported tier, password-sharing crackdowns, and even an expansion of Netflix Games. So there is still hope for the streaming giant, but it will require patience.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons Why Netflix Could Face Tougher Times Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons Why Netflix Could Face Tougher Times Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/22/2-reasons-why-netflix-could-face-a-tough-q3/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix  announced its loss of 970,000 subscribers in the second quarter of 2022 after projecting a loss of 2 million. The company's hit content was a leading factor in the improvement, but its third ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/22/2-reasons-why-netflix-could-face-a-tough-q3/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/07/22/2-reasons-why-netflix-could-face-a-tough-q3/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253069383","content_text":"Netflix  announced its loss of 970,000 subscribers in the second quarter of 2022 after projecting a loss of 2 million. The company's hit content was a leading factor in the improvement, but its third quarter might not be so lucky -- here's why.A lack of hit contentOn July 19, Netflix co-CEO Reed Hastings discussed the company's positive second-quarter results in an earnings call, attributing much of its improved subscriber losses to its content -- thanking one show in particular. The executive said, \"If there was a single thing, we might say Stranger Things.\" Part 1 of the show's fourth season was released May 27, generating 1.3 billion viewing hours in the first four weeks -- becoming Netflix's biggest season for an English series ever.In addition to the juggernaut Stranger Things, Q2 2022 also saw the finale of the Netflix hit Ozark on April 29, with the release of part 2 of the show's final season. The last seven episodes racked up 78.4 million viewing hours in its first three days, making it the company's most-watched English-language TV series before Stranger Things Season 4 was released a month later.The third quarter had a good start with the release of Stranger Things Season 4 Part 2 on July 1, but there are not many reasons for subscribers to stay beyond that. The next big releases during the month have been the game-adapted series Resident Evil on July 14 and the Ryan Gosling-led film The Gray Man on July 22. Resident Evil has since become one of Netflix's worst-rated shows in history, and while The Gray Man could encourage views, popular shows are what pull in subscribers. Releases such as Uncharted in August and the Marylin Monroe biopic Blonde in September are great additions to Netflix's film library but aren't going to encourage subscriber retention.The best-performing series adding a new season in Q3 2022 is high school comedy-drama Never Have I Ever, with its third season launching on August 12. The show's second season landed in the top 10 of more than 70 countries in July 2021, garnering 132 million viewing hours from July 11 to August 1, 2021. While the show's stats are impressive, the second season garnered just 13.5% of Stranger Things Season 4 Part 1's viewership in the same length of time . Even with Stranger Things, Netflix lost almost a million subscribers in Q2 2022; improvements aren't likely in Q3.Waiting for adsWhile Netflix waits for subsequent seasons of its hard-hitting series to boost memberships, the next likely push for subscriber growth will be the introduction of its ad-supported tier. The company announced its venture into ads in early 2022, partnering with Microsoft to get the job done. As ad-supported streaming options have grown in popularity, the move is positive for the company and potentially opens up a market of people who previously saw the platform as too expensive. However, the ad initiative will not come into effect until at least early 2023 -- leaving less to boost Q3 2022.Additionally, a recent study from Civic Science has shown that ad-supported options are more likely to attract existing Netflix subscribers than new ones. A survey in mid-July showed that 32% of current Netflix members would likely make the switch to a lower-priced ad-supported tier. However, 26% of non-Netflix members said they'd probably subscribe to the ad-supported option. So, while Netflix is hopeful that an ad-supported service will boost subscriber growth, it looks more likely to retain current members. The data suggests that even if the ad-supported tier launched in Q3, it might not garner the subscriber growth investors are hoping for.Can things turn around in Q4?In terms of content, the fourth quarter of 2022 will bring some major releases to Netflix members, including the highly anticipated fifth season of The Crown in November, and subsequent seasons of Emily in Paris, Big Mouth, and You will likely launch before the year's out. Of course, not every quarter can have a Stranger Things, but Q4 is more likely to draw in big viewing numbers than Q3.The future of Netflix will be a waiting game for streaming service stock investors. Third quarter earnings may be disappointing, but that's not to say Netflix won't have a successful 2023 with the launch of its ad-supported tier, password-sharing crackdowns, and even an expansion of Netflix Games. So there is still hope for the streaming giant, but it will require patience.","news_type":1},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900961530,"gmtCreate":1658628616120,"gmtModify":1676536184143,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900961530","repostId":"2253066929","repostType":4,"repost":{"id":"2253066929","kind":"highlight","pubTimestamp":1658542584,"share":"https://ttm.financial/m/news/2253066929?lang=&edition=fundamental","pubTime":"2022-07-23 10:16","market":"us","language":"en","title":"The 2 Safest Energy Dividends Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2253066929","media":"Motley Fool","summary":"These passive income stalwarts will let investors rest easy no matter what the market is doing.","content":"<html><head></head><body><p>The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the <b>S&amp;P 500</b> <b>Energy</b> index is down 25% since its peak last month.</p><p>The cost of a barrel of oil is down to around $100 per barrel, and gasoline at the pumps has broken from its record high last month of $5 a gallon. But upstream, midstream, and downstream energy stocks are still taking a beating.</p><p>That makes it a critical time to consider where you&#39;ve been putting your money to work and whether you should be investing in dividend stocks to protect your downside. History shows income-generating stocks outperform non-dividend stocks even in the worst of times, so if we&#39;re heading into a new period of market turbulence, it may be the right time to find companies that pay a safe dividend and can pad your pockets during this uncertainty.</p><p><a href=\"https://laohu8.com/S/CVX\">Chevron </a> and <a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners</a> offer two of the most dependable dividends in the energy sector right now.</p><h3><a href=\"https://laohu8.com/S/CVX\">Chevron </a></h3><p>As one of the biggest integrated energy companies, Chevron stands to benefit from the global need for fossil fuels that will last for years, decades even. Despite alternative fuel sources filling an increasing percentage of our energy needs, there isn&#39;t the capacity available for wind, solar, or biofuels to displace oil and gas as our primary providers.</p><p>Even though oil&#39;s price has dropped from its highs, it remains elevated and will likely stay elevated for some time to come. Chevron has told investors that even if oil drops to $50 a barrel -- what it deems its break-even price -- it would be able to maintain its record-setting stock buyback rate of $10 billion annually plus finance its dividend without worry, while a price of $75 a barrel would allow for further increases in both.</p><p>It also noted that during the depths of the pandemic lockdown with oil averaging $30 a barrel (there was a point where the price even went negative), Chevron maintained its payout while still investing in its business even as many of its rivals suspended their dividends.</p><p>The oil giant has a record of increasing its dividend for 35 consecutive years, most recently in January when it hiked the quarterly payout 6% to $1.42 per share, or $5.68 annually. With a healthy yield of 4.1% annually, Chevron is a Dividend Aristocrat, and its payout remains one of the industry&#39;s safest.</p><h3><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners</a></h3><p>Unlike Chevron having its hand in all aspects of the oil and gas supply chain, Enterprise Products Partners specializes in the midstream channel, owning one of the largest pipeline networks in the U.S. with over 50,000 miles of pipeline, 14 billion cubic feet of natural gas storage, and 260 million barrels of storage capacity for natural gas liquids (NGLs), crude oil, refined products, and petrochemicals. It also has 21 NGL processing plants.</p><p>Enterprise Products Partners is also one of the largest publicly traded partnerships in the country. As the middleman in the process, it thrives because it has a stable stream of revenue and predictable cash flows. Much of its revenue is derived from long-term, fixed-fee, or take-or-pay contracts that mean it gets paid whether its customers accept delivery of the product or not.</p><p>Although the midstream player doesn&#39;t yet have the same longevity as Chevron in raising its dividend, at 23 consecutive years and counting, it is fast closing in on the 25-year threshold needed to become a Dividend Aristocrat.</p><p>It&#39;s also a very safe dividend as its distribution-coverage ratio, or the amount of cash flow available for distribution compared to what the company disburses to its shareholders, of 1.8. The ratio should not fall below 1 as that implies the payout is unsustainable. But even during the pandemic, Enterprise&#39;s distribution-coverage ratio never got close to 1 and ended the year at 1.6.</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>The 2 Safest Energy Dividends 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\">\nThe 2 Safest Energy Dividends Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the S&P 500 Energy index is down ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPD":"Enterprise Products Partners L.P","CVX":"雪佛龙"},"source_url":"https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253066929","content_text":"The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the S&P 500 Energy index is down 25% since its peak last month.The cost of a barrel of oil is down to around $100 per barrel, and gasoline at the pumps has broken from its record high last month of $5 a gallon. But upstream, midstream, and downstream energy stocks are still taking a beating.That makes it a critical time to consider where you've been putting your money to work and whether you should be investing in dividend stocks to protect your downside. History shows income-generating stocks outperform non-dividend stocks even in the worst of times, so if we're heading into a new period of market turbulence, it may be the right time to find companies that pay a safe dividend and can pad your pockets during this uncertainty.Chevron  and Enterprise Products Partners offer two of the most dependable dividends in the energy sector right now.Chevron As one of the biggest integrated energy companies, Chevron stands to benefit from the global need for fossil fuels that will last for years, decades even. Despite alternative fuel sources filling an increasing percentage of our energy needs, there isn't the capacity available for wind, solar, or biofuels to displace oil and gas as our primary providers.Even though oil's price has dropped from its highs, it remains elevated and will likely stay elevated for some time to come. Chevron has told investors that even if oil drops to $50 a barrel -- what it deems its break-even price -- it would be able to maintain its record-setting stock buyback rate of $10 billion annually plus finance its dividend without worry, while a price of $75 a barrel would allow for further increases in both.It also noted that during the depths of the pandemic lockdown with oil averaging $30 a barrel (there was a point where the price even went negative), Chevron maintained its payout while still investing in its business even as many of its rivals suspended their dividends.The oil giant has a record of increasing its dividend for 35 consecutive years, most recently in January when it hiked the quarterly payout 6% to $1.42 per share, or $5.68 annually. With a healthy yield of 4.1% annually, Chevron is a Dividend Aristocrat, and its payout remains one of the industry's safest.Enterprise Products PartnersUnlike Chevron having its hand in all aspects of the oil and gas supply chain, Enterprise Products Partners specializes in the midstream channel, owning one of the largest pipeline networks in the U.S. with over 50,000 miles of pipeline, 14 billion cubic feet of natural gas storage, and 260 million barrels of storage capacity for natural gas liquids (NGLs), crude oil, refined products, and petrochemicals. It also has 21 NGL processing plants.Enterprise Products Partners is also one of the largest publicly traded partnerships in the country. As the middleman in the process, it thrives because it has a stable stream of revenue and predictable cash flows. Much of its revenue is derived from long-term, fixed-fee, or take-or-pay contracts that mean it gets paid whether its customers accept delivery of the product or not.Although the midstream player doesn't yet have the same longevity as Chevron in raising its dividend, at 23 consecutive years and counting, it is fast closing in on the 25-year threshold needed to become a Dividend Aristocrat.It's also a very safe dividend as its distribution-coverage ratio, or the amount of cash flow available for distribution compared to what the company disburses to its shareholders, of 1.8. The ratio should not fall below 1 as that implies the payout is unsustainable. But even during the pandemic, Enterprise's distribution-coverage ratio never got close to 1 and ended the year at 1.6.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900961641,"gmtCreate":1658628602083,"gmtModify":1676536184143,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900961641","repostId":"2253013189","repostType":4,"repost":{"id":"2253013189","kind":"highlight","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":1658620957,"share":"https://ttm.financial/m/news/2253013189?lang=&edition=fundamental","pubTime":"2022-07-24 08:02","market":"us","language":"en","title":"Will the Federal Reserve Kill the Stock-Market Bounce?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253013189","media":"Dow Jones","summary":"A summer rebound is stirring hopes the bear market in U.S. stocks has seen its lows, but a meeting o","content":"<html><head></head><body><p>A summer rebound is stirring hopes the bear market in U.S. stocks has seen its lows, but a meeting of Federal Reserve policy makers this coming week might test the nerves of would-be bulls.</p><p>&#34;I expect we will continue to see market volatility until investors have seen more convincing evidence that this period of Fed hawkishness is behind us, and I do not expect that to be the message&#34; when central bankers conclude a two-day meeting on July 27, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, in a phone interview.</p><p>Disappointing results from social-media platform <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) trimmed a weekly rise in stocks on Friday, but the benchmark indexes still saw healthy gains. The S&amp;P 500  rose 2.6% in the past week to end near 3,962 after pushing above the 4,000 threshold early Friday for the first time since June 9. The Dow Jones Industrial Average  logged a weekly gain of 2%, while the Nasdaq Composite  advanced 3.3%.</p><p>The bounce this week lifted the indexes off 2022 lows after the S&amp;P 500 sank to a finish of 3,666.67 on June 16.</p><p>The rebound has been fueled in part by a dynamic that&#39;s seen investors treat bad news on the economic front as good news for stocks, said James Reilly, an economist at Capital Economics, in a Friday note.</p><p>That may sound strange, but it likely reflects, in part, a view among investors that weaker economic data will lead the Fed to raise interest rates less than previously thought, Reilly wrote. There&#39;s evidence for that in market-based expectations for rate increases, which have been pared back lately (see chart below),  a development that has provided support for equity valuations, he said.</p><p>Market expectations are for the Fed to deliver a 75 basis point interest rate increase on Wednesday, matching the increase seen in June, which was the largest since 2002.</p><p>Meanwhile, the past week delivered plenty of evidence of slowing economic activity.</p><p>The U.S. services purchasing managers index fell to a 26-month low of 47 in July from 51.6 in the prior month, based on a &#34;flash&#34; survey from S&amp;P Global Market Intelligence. A reading of less than 50 signals a contraction in activity.</p><p>On Thursday, weekly jobless claims rose to the highest level since November but remained historically low, the Philadelphia Fed manufacturing index unexpectedly fell deeper into negative territory, and the Conference Board said its leading economic index shows that a U.S. recession around the end of the year and early next is now likely.</p><p>U.S. economic data due next week include a first estimate of second-quarter gross domestic product, that&#39;s expected to show a second straight contraction. While such an outcome is often described as a technical recession, a still strong labor market and other factors are seen making it unlikely the National Bureau of Economic Research, the official arbiter of the business cycle, will declare one.</p><p>Reilly said he doubts slowing activity will slow the Fed&#39;s roll.</p><p>&#34;Our central forecast is that U.S. economic growth will remain weak, but not so weak as to deter the Fed from hiking aggressively over the rest of this year. Such an outcome would probably mean rising discount rates and disappointing growth in corporate profits, which would be a fairly toxic combination for equity prices,&#34; he wrote.</p><p>Many Fed watchers, including some ex-policy makers, see a Fed intent on convincing market participants of its desire to snuff out inflation.</p><p>Former Richmond Fed President Jeffrey Lacker on Friday said policy makers would need to keep raising interest rates even if there is a recession. &#34;To let your foot up off the brake before inflation has come down&#34; is just a &#34;recipe for another recession down the road,&#34; Lacker said, in an interview on Bloomberg Television</p><p>Even if the economy slowed fast enough to cause Fed policy makers to back off, it probably wouldn&#39;t be great news for equities, Reilly argued. That&#39;s because corporate earnings would weaken further than the firm already expects, he said. It&#39;s also unlikely that the support equities have seen as expectations for the fed-funds rate have moderated would continue in a severe slowdown, with history showing that valuations have tended to fall during such periods as appetite for risk deteriorated.</p><p>Goodwin, however, said there&#39;s more to the stock market&#39;s recent resilience.</p><p>&#34;The market, on average, was anticipating a tougher earnings season than what we&#39;re seeing so far,&#34; while guidance has also been more upbeat, she said, acknowledging that it&#39;s still early days.</p><p>Through Friday morning, 75.5% of the S&amp;P 500 companies that had reported have beaten consensus analyst projections for earnings per share. The average was by about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.</p><p>On revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.</p><p>Earnings Watch:Here are 5 things we&#39;ve learned so far from earnings season</p><p>Markets have been dominated by worries over red-hot inflation and the threat of recession, so a &#34;somewhat more sanguine&#34; read from companies so far was a dose of good news, Goodwin said.</p><p>Indeed, investors have seemed to cycle between fears over inflation and recession, market watchers said. Red-hot inflation was the dominant worry as stocks tumbled and Treasury yields soared in the first half of 2022. More recently, market action indicates investors have focused more on the prospect of recession as the Fed aggressively tightens policy.</p><p>So what should investors do as the focus shifts from inflation toward recession ?</p><p>Goodwin said inflation will remain a primary consideration when it comes to portfolio positioning because recession-resilient assets, such as cash, Treasurys and high-grade corporate bonds that worked in the last cycle can create a significant drag on wealth creation.</p><p>To deal with expected volatility, New York Life is moving up in quality within asset classes. For example, it&#39;s strongly overweight high-yield debt in its portfolios on expectations the corporate environment will remain pretty robust, she said, but is moving up in quality within high yield.</p><p>Keeping rising consumer prices in mind, it also means looking at equity and fixed-income securities that have cash flows linked to inflation, she said.</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>Will the Federal Reserve Kill the Stock-Market Bounce?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill the Federal Reserve Kill the Stock-Market Bounce?\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\">2022-07-24 08:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A summer rebound is stirring hopes the bear market in U.S. stocks has seen its lows, but a meeting of Federal Reserve policy makers this coming week might test the nerves of would-be bulls.</p><p>&#34;I expect we will continue to see market volatility until investors have seen more convincing evidence that this period of Fed hawkishness is behind us, and I do not expect that to be the message&#34; when central bankers conclude a two-day meeting on July 27, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, in a phone interview.</p><p>Disappointing results from social-media platform <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) trimmed a weekly rise in stocks on Friday, but the benchmark indexes still saw healthy gains. The S&amp;P 500  rose 2.6% in the past week to end near 3,962 after pushing above the 4,000 threshold early Friday for the first time since June 9. The Dow Jones Industrial Average  logged a weekly gain of 2%, while the Nasdaq Composite  advanced 3.3%.</p><p>The bounce this week lifted the indexes off 2022 lows after the S&amp;P 500 sank to a finish of 3,666.67 on June 16.</p><p>The rebound has been fueled in part by a dynamic that&#39;s seen investors treat bad news on the economic front as good news for stocks, said James Reilly, an economist at Capital Economics, in a Friday note.</p><p>That may sound strange, but it likely reflects, in part, a view among investors that weaker economic data will lead the Fed to raise interest rates less than previously thought, Reilly wrote. There&#39;s evidence for that in market-based expectations for rate increases, which have been pared back lately (see chart below),  a development that has provided support for equity valuations, he said.</p><p>Market expectations are for the Fed to deliver a 75 basis point interest rate increase on Wednesday, matching the increase seen in June, which was the largest since 2002.</p><p>Meanwhile, the past week delivered plenty of evidence of slowing economic activity.</p><p>The U.S. services purchasing managers index fell to a 26-month low of 47 in July from 51.6 in the prior month, based on a &#34;flash&#34; survey from S&amp;P Global Market Intelligence. A reading of less than 50 signals a contraction in activity.</p><p>On Thursday, weekly jobless claims rose to the highest level since November but remained historically low, the Philadelphia Fed manufacturing index unexpectedly fell deeper into negative territory, and the Conference Board said its leading economic index shows that a U.S. recession around the end of the year and early next is now likely.</p><p>U.S. economic data due next week include a first estimate of second-quarter gross domestic product, that&#39;s expected to show a second straight contraction. While such an outcome is often described as a technical recession, a still strong labor market and other factors are seen making it unlikely the National Bureau of Economic Research, the official arbiter of the business cycle, will declare one.</p><p>Reilly said he doubts slowing activity will slow the Fed&#39;s roll.</p><p>&#34;Our central forecast is that U.S. economic growth will remain weak, but not so weak as to deter the Fed from hiking aggressively over the rest of this year. Such an outcome would probably mean rising discount rates and disappointing growth in corporate profits, which would be a fairly toxic combination for equity prices,&#34; he wrote.</p><p>Many Fed watchers, including some ex-policy makers, see a Fed intent on convincing market participants of its desire to snuff out inflation.</p><p>Former Richmond Fed President Jeffrey Lacker on Friday said policy makers would need to keep raising interest rates even if there is a recession. &#34;To let your foot up off the brake before inflation has come down&#34; is just a &#34;recipe for another recession down the road,&#34; Lacker said, in an interview on Bloomberg Television</p><p>Even if the economy slowed fast enough to cause Fed policy makers to back off, it probably wouldn&#39;t be great news for equities, Reilly argued. That&#39;s because corporate earnings would weaken further than the firm already expects, he said. It&#39;s also unlikely that the support equities have seen as expectations for the fed-funds rate have moderated would continue in a severe slowdown, with history showing that valuations have tended to fall during such periods as appetite for risk deteriorated.</p><p>Goodwin, however, said there&#39;s more to the stock market&#39;s recent resilience.</p><p>&#34;The market, on average, was anticipating a tougher earnings season than what we&#39;re seeing so far,&#34; while guidance has also been more upbeat, she said, acknowledging that it&#39;s still early days.</p><p>Through Friday morning, 75.5% of the S&amp;P 500 companies that had reported have beaten consensus analyst projections for earnings per share. The average was by about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.</p><p>On revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.</p><p>Earnings Watch:Here are 5 things we&#39;ve learned so far from earnings season</p><p>Markets have been dominated by worries over red-hot inflation and the threat of recession, so a &#34;somewhat more sanguine&#34; read from companies so far was a dose of good news, Goodwin said.</p><p>Indeed, investors have seemed to cycle between fears over inflation and recession, market watchers said. Red-hot inflation was the dominant worry as stocks tumbled and Treasury yields soared in the first half of 2022. More recently, market action indicates investors have focused more on the prospect of recession as the Fed aggressively tightens policy.</p><p>So what should investors do as the focus shifts from inflation toward recession ?</p><p>Goodwin said inflation will remain a primary consideration when it comes to portfolio positioning because recession-resilient assets, such as cash, Treasurys and high-grade corporate bonds that worked in the last cycle can create a significant drag on wealth creation.</p><p>To deal with expected volatility, New York Life is moving up in quality within asset classes. For example, it&#39;s strongly overweight high-yield debt in its portfolios on expectations the corporate environment will remain pretty robust, she said, but is moving up in quality within high yield.</p><p>Keeping rising consumer prices in mind, it also means looking at equity and fixed-income securities that have cash flows linked to inflation, she said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253013189","content_text":"A summer rebound is stirring hopes the bear market in U.S. stocks has seen its lows, but a meeting of Federal Reserve policy makers this coming week might test the nerves of would-be bulls.\"I expect we will continue to see market volatility until investors have seen more convincing evidence that this period of Fed hawkishness is behind us, and I do not expect that to be the message\" when central bankers conclude a two-day meeting on July 27, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, in a phone interview.Disappointing results from social-media platform Snap Inc. (SNAP) trimmed a weekly rise in stocks on Friday, but the benchmark indexes still saw healthy gains. The S&P 500  rose 2.6% in the past week to end near 3,962 after pushing above the 4,000 threshold early Friday for the first time since June 9. The Dow Jones Industrial Average  logged a weekly gain of 2%, while the Nasdaq Composite  advanced 3.3%.The bounce this week lifted the indexes off 2022 lows after the S&P 500 sank to a finish of 3,666.67 on June 16.The rebound has been fueled in part by a dynamic that's seen investors treat bad news on the economic front as good news for stocks, said James Reilly, an economist at Capital Economics, in a Friday note.That may sound strange, but it likely reflects, in part, a view among investors that weaker economic data will lead the Fed to raise interest rates less than previously thought, Reilly wrote. There's evidence for that in market-based expectations for rate increases, which have been pared back lately (see chart below),  a development that has provided support for equity valuations, he said.Market expectations are for the Fed to deliver a 75 basis point interest rate increase on Wednesday, matching the increase seen in June, which was the largest since 2002.Meanwhile, the past week delivered plenty of evidence of slowing economic activity.The U.S. services purchasing managers index fell to a 26-month low of 47 in July from 51.6 in the prior month, based on a \"flash\" survey from S&P Global Market Intelligence. A reading of less than 50 signals a contraction in activity.On Thursday, weekly jobless claims rose to the highest level since November but remained historically low, the Philadelphia Fed manufacturing index unexpectedly fell deeper into negative territory, and the Conference Board said its leading economic index shows that a U.S. recession around the end of the year and early next is now likely.U.S. economic data due next week include a first estimate of second-quarter gross domestic product, that's expected to show a second straight contraction. While such an outcome is often described as a technical recession, a still strong labor market and other factors are seen making it unlikely the National Bureau of Economic Research, the official arbiter of the business cycle, will declare one.Reilly said he doubts slowing activity will slow the Fed's roll.\"Our central forecast is that U.S. economic growth will remain weak, but not so weak as to deter the Fed from hiking aggressively over the rest of this year. Such an outcome would probably mean rising discount rates and disappointing growth in corporate profits, which would be a fairly toxic combination for equity prices,\" he wrote.Many Fed watchers, including some ex-policy makers, see a Fed intent on convincing market participants of its desire to snuff out inflation.Former Richmond Fed President Jeffrey Lacker on Friday said policy makers would need to keep raising interest rates even if there is a recession. \"To let your foot up off the brake before inflation has come down\" is just a \"recipe for another recession down the road,\" Lacker said, in an interview on Bloomberg TelevisionEven if the economy slowed fast enough to cause Fed policy makers to back off, it probably wouldn't be great news for equities, Reilly argued. That's because corporate earnings would weaken further than the firm already expects, he said. It's also unlikely that the support equities have seen as expectations for the fed-funds rate have moderated would continue in a severe slowdown, with history showing that valuations have tended to fall during such periods as appetite for risk deteriorated.Goodwin, however, said there's more to the stock market's recent resilience.\"The market, on average, was anticipating a tougher earnings season than what we're seeing so far,\" while guidance has also been more upbeat, she said, acknowledging that it's still early days.Through Friday morning, 75.5% of the S&P 500 companies that had reported have beaten consensus analyst projections for earnings per share. The average was by about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.On revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.Earnings Watch:Here are 5 things we've learned so far from earnings seasonMarkets have been dominated by worries over red-hot inflation and the threat of recession, so a \"somewhat more sanguine\" read from companies so far was a dose of good news, Goodwin said.Indeed, investors have seemed to cycle between fears over inflation and recession, market watchers said. Red-hot inflation was the dominant worry as stocks tumbled and Treasury yields soared in the first half of 2022. More recently, market action indicates investors have focused more on the prospect of recession as the Fed aggressively tightens policy.So what should investors do as the focus shifts from inflation toward recession ?Goodwin said inflation will remain a primary consideration when it comes to portfolio positioning because recession-resilient assets, such as cash, Treasurys and high-grade corporate bonds that worked in the last cycle can create a significant drag on wealth creation.To deal with expected volatility, New York Life is moving up in quality within asset classes. For example, it's strongly overweight high-yield debt in its portfolios on expectations the corporate environment will remain pretty robust, she said, but is moving up in quality within high yield.Keeping rising consumer prices in mind, it also means looking at equity and fixed-income securities that have cash flows linked to inflation, she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075672754,"gmtCreate":1658196753278,"gmtModify":1676536120928,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075672754","repostId":"1199326350","repostType":4,"repost":{"id":"1199326350","kind":"news","pubTimestamp":1658191124,"share":"https://ttm.financial/m/news/1199326350?lang=&edition=fundamental","pubTime":"2022-07-19 08:38","market":"sg","language":"en","title":"Singapore Stocks to Watch: Keppel, First Reit, Sembcorp","url":"https://stock-news.laohu8.com/highlight/detail?id=1199326350","media":"The Business Times","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 19):Keppel Data Centre Fund II (KDCF II) has entered into a strategic partnership with Heying —","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 19):</p><p>Keppel Data Centre Fund II (KDCF II) has entered into a strategic partnership with Heying — a wholly-owned subsidiary of Tianjin Zhengxin Group — to jointly develop a greenfield data centre in Greater Beijing, China.</p><p>Unitholders of First Reit have raised a number of questions regarding the company’s divestment of Siloam Hospitals Surabaya. In a bourse filing on Monday (Jul 18), the real estate investment trust (Reit) posted a lengthy list of questions that it had received from its unitholders, including queries on the rationale of the divestment, the resultant distribution per unit (DPU) changes, as well as the plans of the Reit manager to turn around the group’s business and profitability.</p><p>Sembcorp Industries, on July 19, announced that its Myanmar subsidiary has not received any directive to halt repayment of its foreign loans. It adds that payments from its offtaker have also been promptly received.</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>Singapore Stocks to Watch: Keppel, First Reit, Sembcorp</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Keppel, First Reit, Sembcorp\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-keppel-first-reit-sembcorp><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 19):Keppel Data Centre Fund II (KDCF II) has entered into a strategic partnership with Heying —...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-keppel-first-reit-sembcorp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AW9U.SI":"先锋医疗产业信托","AJBU.SI":"吉宝数据中心房地产信托"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-keppel-first-reit-sembcorp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199326350","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 19):Keppel Data Centre Fund II (KDCF II) has entered into a strategic partnership with Heying — a wholly-owned subsidiary of Tianjin Zhengxin Group — to jointly develop a greenfield data centre in Greater Beijing, China.Unitholders of First Reit have raised a number of questions regarding the company’s divestment of Siloam Hospitals Surabaya. In a bourse filing on Monday (Jul 18), the real estate investment trust (Reit) posted a lengthy list of questions that it had received from its unitholders, including queries on the rationale of the divestment, the resultant distribution per unit (DPU) changes, as well as the plans of the Reit manager to turn around the group’s business and profitability.Sembcorp Industries, on July 19, announced that its Myanmar subsidiary has not received any directive to halt repayment of its foreign loans. It adds that payments from its offtaker have also been promptly received.","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075672536,"gmtCreate":1658196738325,"gmtModify":1676536120928,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075672536","repostId":"1189531059","repostType":4,"repost":{"id":"1189531059","kind":"news","pubTimestamp":1658192461,"share":"https://ttm.financial/m/news/1189531059?lang=&edition=fundamental","pubTime":"2022-07-19 09:01","market":"us","language":"en","title":"Is Alibaba Stock Worth Buying?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189531059","media":"TipRanks","summary":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back","content":"<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">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>Is Alibaba Stock Worth Buying?</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 Worth Buying?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189531059","content_text":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges brought on by macroeconomic developments.Alibaba Group Holding Limited (BABA), the Chinese e-commerce juggernaut, has taken a massive hit over the past two years due to pandemic-related disruptions and the Chinese government’s crackdown on the tech industry. Alibaba’s stock dropped 51% over the last 12 months, compared to a 13% decline in the S&P 500 (SPX). Alibaba stock may be headed for a significant recovery in the long run given that Chinese regulators are now taking a more measured approach. However, the company continues to avoid making any predictions for the upcoming quarters due to the uncertainty surrounding macroeconomic conditions.Geopolitical tensions and the threat of U.S. regulators tightening their grip on Chinese stocks do not paint a promising picture for Alibaba.Although I am bullish about the long-term prospects of the company and the stock looks attractive at these depressed prices, things are likely to get worse before they get better.Regulatory Challenges Are Easing for BABAInvestors abandoned Alibaba for two primary reasons. First, Alibaba was charged with a record-breaking antitrust penalty by Chinese officials. The Chinese government has been cracking down on large technology companies for alleged monopolistic data security tactics and monopolistic business practices. Alibaba’s profitability was significantly impacted after it was fined $2.75 billion by China’s State Administration for Market Regulation in April 2021.Additionally, authorities imposed new restrictions on its e-commerce business and called off the Ant Group’s much-anticipated IPO. Chinese regulators have tightened their control over businesses trying to enter foreign financial markets ever since the $35 billion IPO of the Ant Group, the fintech division of Alibaba, was suspended by the China Securities Regulatory Commission (CSRC) in November 2020.The Ant Group was scheduled to start trading in Hong Kong. However, this was suspended after Shanghai officials said that the listing would be halted as Alibaba was unable to meet the requirements due to changes in the regulatory environment.Many investors continue to avoid Chinese equities in general as a result of the possibility of mass delisting in the United States. Alibaba faces the possibility of delisting from U.S. exchanges even though the SEC has not yet identified it as a violator of the Holding Foreign Companies Accountable Act (HFCAA). That said, some institutional investors are already moving to Hong Kong to invest in Alibaba while dumping its American depositary receipts (ADRs). For example, BlackRock, Inc. (BLK) sold its Alibaba ADRs in the U.S. and purchased the stock in Hong Kong.Alibaba stock has gained some ground since March after Beijing and the U.S. announced that officials are in talks to allow American regulators to undertake on-site audits of Chinese companies listed in the United States. Chinese policymakers have also paused their regulatory pressure on the tech industry in an effort to stabilize the economy, which has dramatically improved the sentiment toward Alibaba. The focus of investors, therefore, is likely to shift to corporate earnings once again.BABA’s Recent Earnings Highlight New ChallengesAlibaba surpassed analyst estimates and posted revenue of RMB 204,052 billion ($32.18 billion) for the fourth quarter of fiscal 2022. The China Commerce segment brought in RMB 140,330 million ($22.17 billion) in revenue, an increase of 8% from the previous year. Similarly, the Local Consumer Services segment reported RMB 10,445 million ($1.64 billion) in revenue, an increase of 29%. The all-important Cloud segment brought in RMB 18,971 million ($2.99 billion) in revenue, an increase of 12% from the previous year.For the fiscal year ending March 31, 2022, Alibaba Group’s global active consumers totaled approximately 1.31 billion. This includes over one billion Chinese consumers and 305 million international consumers, representing a quarterly net increase of approximately 24.6 million and 3.7 million customers, respectively, and an annual net increase of 113 million and 64 million customers, respectively.The company’s global gross merchandise value (GMV) for the fiscal year reached a record RMB 8,317 billion ($1,312 billion). However, the GMV growth in January and February was flat, and the overall GMV for the quarter had a low single-digit decline. This was due to logistics and supply chain pressures, coupled with a softening of demand due to challenging macroeconomic conditions such as inflation.Alibaba’s gross and operating margins declined significantly in the recent quarter due to severe margin pressures brought on by inflation. It has already hurt the company’s free cash flow, and a continuation of this trend will not be welcome news for investors.Alibaba reported a negative free cash flow exceeding $1 billion for the fourth quarter of fiscal 2022, which is not encouraging given that the company has always been able to generate positive free cash flow even under challenging circumstances. Macroeconomic challenges are already taking a toll on Alibaba’s earnings, and its stock price might come under pressure yet again due to the deterioration of investor sentiment toward China and Alibaba’s growth prospects.Wall Street Is Bullish about BABABased on the ratings of 23 Wall Street analysts, the average Alibaba price target is $153.68, which implies upside of 48% from the current market price.TakeawayAlibaba can finally breathe easy as regulators are taking a step back. Unfortunately, the company is now faced with macroeconomic challenges that threaten to eat into its profitability. Even on the back of a lackluster stock market performance in the last 12 months, Alibaba stock is still valued at a forward price-to-earnings (P/E) multiple of 29, suggesting investors are willing to pay a premium for expected growth. This premium, however, could quickly disappear if Alibaba fails to maintain the growth momentum in the coming quarters, which makes investing in Alibaba only suitable for investors with a long-term perspective.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075672842,"gmtCreate":1658196724986,"gmtModify":1676536120920,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075672842","repostId":"1131409546","repostType":4,"repost":{"id":"1131409546","kind":"news","pubTimestamp":1658196309,"share":"https://ttm.financial/m/news/1131409546?lang=&edition=fundamental","pubTime":"2022-07-19 10:05","market":"us","language":"en","title":"Alphabet Completes Stock Split, Persisting Headwinds are a Killjoy","url":"https://stock-news.laohu8.com/highlight/detail?id=1131409546","media":"TipRanks","summary":"Story HighlightsAlphabet completed its 20-for-1 stock split. The ongoing headwinds could hurt ad spe","content":"<div>\n<p>Story HighlightsAlphabet completed its 20-for-1 stock split. The ongoing headwinds could hurt ad spending and business growth.Alphabet (NASDAQ: GOOGL), like the majority of its tech peers, has ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-completes-stock-split-persisting-headwinds-are-a-killjoy/\">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>Alphabet Completes Stock Split, Persisting Headwinds are a Killjoy</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\">\nAlphabet Completes Stock Split, Persisting Headwinds are a Killjoy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alphabet-completes-stock-split-persisting-headwinds-are-a-killjoy/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAlphabet completed its 20-for-1 stock split. The ongoing headwinds could hurt ad spending and business growth.Alphabet (NASDAQ: GOOGL), like the majority of its tech peers, has ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-completes-stock-split-persisting-headwinds-are-a-killjoy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.tipranks.com/news/article/alphabet-completes-stock-split-persisting-headwinds-are-a-killjoy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131409546","content_text":"Story HighlightsAlphabet completed its 20-for-1 stock split. The ongoing headwinds could hurt ad spending and business growth.Alphabet (NASDAQ: GOOGL), like the majority of its tech peers, has completed its stock split. While the 20-for-1 split could increase GOOGL stock’s appeal to retail investors, ongoing headwinds will likely hurt its near-term business growth.Alphabet’s CFO, Ruth Porat, warned during the Q1 conference call that the company is up against tough year-over-year comparisons. Meanwhile, the ongoing macro headwinds will likely impact ad revenues in Q2. Also, adverse currency movement and the suspension of its major activities in Russia will likely affect its growth.Echoing similar sentiments, Monness analyst Brian White reduced his estimates and price target for GOOGL.White stated that the weakening of the global economy and the challenging geopolitical backdrop could hurt digital ad spending this year. The analyst added, “In this environment, we believe cloud spending will also be held hostage to a more challenging environment, albeit still growing at a respectable rate. As such, we are lowering our estimates on Alphabet.”White reduced GOOGL’s price target to $145 but maintained a Buy recommendation. He expects GOOGL to emerge stronger from the challenges and gain from the “long-term digital ad trends, experience healthy secular growth in the cloud, and repurchase stock at a generous pace.”Including White, GOOGL stock has received 29 unanimous Buy recommendations for a Strong Buy rating consensus. Further, the average Alphabet price target of $158.98 implies 42.2% upside potential.GOOGL Sports Outperform Smart ScoreWhile GOOGL faces headwinds in the near term, it has an Outperform Smart Score of 9 out of 10 on TipRanks. Besides analysts, GOOGL stock has positive signals from hedge funds and retail investors, who have accumulated it on the recent dip.Further, blogger sentiments also remain positive on GOOGL stock.Bottom LineGOOGL’s long-term growth story remains intact. The internet behemoth is well-positioned to benefit from secular tailwinds. Moreover, its investments in the cloud, AI, YouTube, and Search will likely bolster its long-term growth and support buybacks.However, a weak macro environment, concerns over ad spending, and currency headwinds could restrict near-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072635889,"gmtCreate":1658023863541,"gmtModify":1676536094824,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072635889","repostId":"2251841965","repostType":4,"repost":{"id":"2251841965","kind":"highlight","pubTimestamp":1658022733,"share":"https://ttm.financial/m/news/2251841965?lang=&edition=fundamental","pubTime":"2022-07-17 09:52","market":"us","language":"en","title":"Is the New Netflix-Microsoft Partnership a Massive Mistake?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251841965","media":"Motley Fool","summary":"Microsoft will power Netflix's ads, but the competition will be stiff.","content":"<html><head></head><body><p><b>Microsoft</b> (MSFT 1.04%) has signed a deal with <b>Netflix</b> (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer&#39;s upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.</p><p>Still, for both companies, the risks of failure can&#39;t be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there&#39;s a chance they both might have bitten off more than they can chew.</p><p><img src=\"https://static.tigerbbs.com/cbf031077a10148043ed57861a913572\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Why not Google or Meta?</h2><p>When talking about advertising in the internet age, <b>Alphabet</b>&#39;s Google and <b>Meta</b> are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.</p><p>Of course, Microsoft has never presented itself as an advertising-driven operation -- it&#39;s always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.</p><p>Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google&#39;s YouTube serves 1 billion hours of content each day, while Meta&#39;s Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn&#39;t Netflix choose to partner with Google or Meta?</p><h2>The need for control</h2><p>Neither Microsoft nor Netflix have provided specifics about the tie-up, so it&#39;s unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix&#39;s press release discussing the arrangement, there may be a clue: Netflix wants control.</p><p>&#34;Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,&#34; Netflix stated. &#34;More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.&#34;</p><p>Reading between the lines, Netflix seems to suggest it doesn&#39;t yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It&#39;s also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.</p><h2>Are the trade-offs worth it?</h2><p>Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it&#39;s not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it&#39;s also the relationships associated with that revenue. It&#39;s almost inevitable that the larger the ad network, the more connections it has with marketers.</p><p>For Netflix -- a company that&#39;s literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they&#39;re shown the same carousel of ads over and again while binging <i>Stranger Thing</i>s. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix&#39;s needs?</p><p>As things stand, many details of Netflix&#39;s ad-supported plan are still vague, so it&#39;s possible a lot of these concerns may be addressed in the company&#39;s upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they&#39;re tied to Microsoft. After all, if the streamer wants &#34;flexibility,&#34; part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.</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 the New Netflix-Microsoft Partnership a Massive Mistake?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the New Netflix-Microsoft Partnership a Massive Mistake?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4577":"网络游戏","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4581":"高盛持仓","NGD":"New Gold","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞","BK4548":"巴美列捷福持仓","MSFT":"微软","BK4017":"黄金","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4570":"地缘局势概念股","BK4507":"流媒体概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251841965","content_text":"Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.Still, for both companies, the risks of failure can't be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there's a chance they both might have bitten off more than they can chew.Image source: Getty Images.Why not Google or Meta?When talking about advertising in the internet age, Alphabet's Google and Meta are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.Of course, Microsoft has never presented itself as an advertising-driven operation -- it's always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google's YouTube serves 1 billion hours of content each day, while Meta's Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn't Netflix choose to partner with Google or Meta?The need for controlNeither Microsoft nor Netflix have provided specifics about the tie-up, so it's unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix's press release discussing the arrangement, there may be a clue: Netflix wants control.\"Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,\" Netflix stated. \"More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.\"Reading between the lines, Netflix seems to suggest it doesn't yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It's also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.Are the trade-offs worth it?Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it's not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it's also the relationships associated with that revenue. It's almost inevitable that the larger the ad network, the more connections it has with marketers.For Netflix -- a company that's literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they're shown the same carousel of ads over and again while binging Stranger Things. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix's needs?As things stand, many details of Netflix's ad-supported plan are still vague, so it's possible a lot of these concerns may be addressed in the company's upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they're tied to Microsoft. After all, if the streamer wants \"flexibility,\" part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076214530,"gmtCreate":1657851012920,"gmtModify":1676536072609,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076214530","repostId":"1110793035","repostType":4,"repost":{"id":"1110793035","kind":"news","pubTimestamp":1657849636,"share":"https://ttm.financial/m/news/1110793035?lang=&edition=fundamental","pubTime":"2022-07-15 09:47","market":"us","language":"en","title":"Mid-Year Review Of My 5 Largest Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1110793035","media":"The Smart Investor","summary":"Should you be worried about recent stock declines, or can you seek refuge in strong fundamentals? He","content":"<html><head></head><body><p>Should you be worried about recent stock declines, or can you seek refuge in strong fundamentals? Here is a mid-year review of my five largest tech stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed211d4ef392850f3fb64d8159afb0b7\" tg-width=\"1068\" tg-height=\"601\" width=\"100%\" height=\"auto\"/><span>Source: Netflix Media Centre</span></p><p>As an investor that has a more than 70% concentration of my portfolio in technology stocks, this year hasn’t been all roses and sunshine for me.</p><p>Just a few weeks ago, the S&amp;P 500 Index entered a bear market after closing more than 22% below its all time high of 4,818.62 on 4 January 2022.</p><p>From the Russia-Ukraine war and COVID-related lockdowns in China that disrupted supply chains to the biggest interest rate hike since 1994, the blows just keep landing.</p><p>The worst mistake any investor can make is to sell their shares in panic when nothing is fundamentally wrong with the business.</p><p>We will now take a closer look at five technology companies within my portfolio.</p><p><b>Zoom Video (NASDAQ: ZM)</b></p><p>Zoom Video Communications, or Zoom, is a secure and reliable video communications platform that became a verb during the peak of the pandemic due to its popularity.</p><p>Its share price has fallen a long way since the all time high of US$588.84 on 19 October 2020.</p><p>As of 12th July, Zoom’s share price has fallen 41% year to date.</p><p>In its fiscal first quarter 2023 (1Q2023), revenue rose by 12% year on year to US$1.1 billion.</p><p>Zoom has seen momentum in Enterprise customers’ growth, with Enterprise revenue rising by 31% year on year to US$560 million during the quarter.</p><p>A closely-watched metric is Enterprise customers as it indicates the company’s efforts on growing the customer segment that contributes the bulk of its revenue.</p><p>The total number of Enterprise customers that contributed more than US$100,000 in annual billings grew 46% year on year to 2,916.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07192b5a5136e154860d452b0e26ccb2\" tg-width=\"532\" tg-height=\"906\" width=\"100%\" height=\"auto\"/><span>Source: Zoom, 1Q2023 earnings deck, &gt;US$100k customers breakdown</span></p><p>For the coming quarters, a key aspect to watch will be how Zoom sells through other product offerings such as Zoom Contact Centre, Zoom Phone, Zoom Whiteboard, and Zoom IQ for sales teams.</p><p><b>Tesla (NASDAQ: TSLA)</b></p><p>Tesla is one of the world’s largest all-electric vehicle companies through the sale of cars, pickup trucks in the United States, China, and other countries around the world.</p><p>Differing from most of the other automotive manufacturers that sell through franchised dealerships, Tesla sells its cars direct to consumers.</p><p>This prevents any potential conflicts of interests which may arise as Tesla owns the showrooms and customers deal only with its staff.</p><p>Tesla also sells directly through the internet to consumers where a Tesla can be customised online.</p><p>In 1Q2022, Tesla reported an 81% year on year growth in total revenue to US$18.7 billion, and net income rose more than seven-fold to US$3.3 billion.</p><p>This growth was largely attributable to increased vehicle deliveries, which grew 68% year on year to 310,048 in 1Q2022.</p><p>Tesla also cited increased average selling price as one of the factors contributing to the increased revenue seen, which suggests to me they have strong pricing power.</p><p>On 2 July, Tesla released its 2Q2022’s vehicle production and delivery numbers of (Production: 258,580, Deliveries: 254,695), which caused a temporary sell off as investors started to compare it with the production and delivery numbers seen in 1Q2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07136f60994c0e93ada5ea9ed5fa0426\" tg-width=\"1018\" tg-height=\"632\" width=\"100%\" height=\"auto\"/><span>Source: Tesla, 1Q2022 update, 2Q2022 production and delivery update</span></p><p>Although it seems that there is a 17.9% decline in vehicle delivery numbers between 1Q2022 and 2Q2022, investors should note that the delivery numbers are still 26.5% higher than that of 2Q2021.</p><p>With its commitment to achieve 50% average annual growth in vehicle deliveries, and seeing what increased delivery numbers mean for its revenue and net income, I remain a patient investor in Tesla.</p><p>Tesla’s full set of 2Q2022 numbers will be announced on 20th July, after the US market closes.</p><p><b>Netflix (NASDAQ: NFLX)</b></p><p>Netflix is one of the world’s largest streaming media and entertainment services companies, with 222 million paid memberships in over 190 countries.</p><p>Netflix surged to dominance similarly during the COVID-19 period when most countries were on lockdown.</p><p>Over the years, it has consistently produced great content that hooked viewers, with popular TV series Stranger Things, Squid Game and Money Heist etc.</p><p>With the current bear market and tech sell off that we witnessed not too long ago, the stock has also fallen 70.8% year to date (12 July 2022’s closing price).</p><p>Netflix’s 1Q2022 revenue rose 9.8% year on year to US$7.9 billion, while net income for the same period declined 6.8% year on year to US$1.6 billion.</p><p>In its 1Q2022 earnings call, Netflix reported a loss of 200,000 subscribers compared with its previous quarter and mentioned that it is guiding for a two million loss in subscribers for its second quarter.</p><p>Although the market didn’t react well to this news, there is justification for this guidance and the plans that Netflix has laid out seemed fair.</p><p>Netflix is looking to introduce more controls to prevent password sharing outside the household.</p><p>More than 100 million households are piggy backing on other paid subscribers</p><p>These free loaders are active users as well, so it is reasonable for Netflix to levy an introductory charge on this base of customers.</p><p>Such a move, if successful, could open up an additional revenue stream for the streaming giant.</p><p>To combat the fierce competition from the likes of <b>Walt Disney</b> (NYSE: DIS) and <b>Amazon</b> (NASDAQ: AMZN), Netflix is looking to offer lower-cost plans with advertising.</p><p>This is a win-win model that would not only attract and retain budget-constrained subscribers, but also introduce new revenue streams for the company.</p><p><b>DocuSign (NASDAQ: DOCU)</b></p><p>DocuSign is an e-signature platform provider that enables organisations to automate, sign, and manage agreements electronically across practically any smart device.</p><p>It is the world’s number one e-signature solution with a strong base of 1.24 million customers.</p><p>For its 1Q2023 ended 30 April 2022, DocuSign reported revenue growth of 25% year on year to US$589 million.</p><p>Gross margin was 81%, with operating margin 17% for 1Q2023.</p><p>Alongside these strong margins, DocuSign also commands a high net dollar retention rate of 114%.</p><p>DocuSign spooked the market when it announced weak guidance for 2Q2023’s billings, between the range of US$599 million to US$609 million.</p><p>The market felt that this forecasted increase, even at the top end of its range, was only 2.3% higher than 2Q2022’s US$595.4 million.</p><p>That said, looking at the explosive growth in its total customer base, which has a compound annual growth rate (CAGR) of 40% from FY2013 to 1Q2023, monetisation opportunities are still plenty for DocuSign.</p><p>In addition, its strength in gaining enterprise customers that spend more than US$300,000 a year, also saw a CAGR of 44% from FY2013 to 886 in 1Q2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c809c6cded90f0fb929ce7512bc5fe3a\" tg-width=\"1050\" tg-height=\"980\" width=\"100%\" height=\"auto\"/><span>Source: DocuSign, 1Q2023 earnings release, customer base breakdown</span></p><p>Last but not least, the strategic partnership that DocuSign announced with <b>Microsoft</b> (NASDAQ: MFST), which will see integration of cross products, means there will be extra momentum that will come from the Enterprise segment.</p><p><b>Apple (NASDAQ: APPL)</b></p><p>Apple is a company that needs no further introduction. It changed the entire era of smartphones and is now one of the most valuable brands in the world.</p><p>It is also the largest contributor to the S&amp;P 500 index.</p><p>Apple has a strong base of loyal customers and has, over years, created a strong and interlinked ecosystem of products and services on the back of the success of the iPhone.</p><p>In its 2Q2022 earnings, we saw how Apple outperformed analysts’ expectations by reporting revenue of US$97.3 billion, above the US$94 billion that was forecasted.</p><p>As the COVID-related supply chain woes in China ease, Apple will benefit from the effect in the next few quarters.</p><p>As an investor, Apple’s main draw is the ability to innovate and cross sell its other services and products together directly to a strong and loyal customer base.</p><p>Although word on the street is pointing at Apple’s possible release of a virtual reality headset, what is certain is that when Apple launches it, this will likely be tied in with services revenue.</p><p>Services Revenue was Apple’s fastest growing segment as of 2Q2022 (+17% year on year), with revenue of US$19.8 billion.</p><p><b>Final Thoughts</b></p><p>Although most of the stocks above did fall from a high, a closer look at each stock provides assurance that the business behind each company is doing fine.</p><p>It is hard not to feel affected when the same stocks were registering more than 100% gains, but as a long term investor, I’m in for the long term, and I’ll likely strategically add on to these positions whenever there’s a chance.</p></body></html>","source":"lsy1602567310727","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>Mid-Year Review Of My 5 Largest Tech Stocks</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\">\nMid-Year Review Of My 5 Largest Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/mid-year-review-of-my-5-largest-tech-stocks/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Should you be worried about recent stock declines, or can you seek refuge in strong fundamentals? Here is a mid-year review of my five largest tech stocks.Source: Netflix Media CentreAs an investor ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/mid-year-review-of-my-5-largest-tech-stocks/\">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","ZM":"Zoom","DOCU":"Docusign","NFLX":"奈飞","TSLA":"特斯拉"},"source_url":"https://thesmartinvestor.com.sg/mid-year-review-of-my-5-largest-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110793035","content_text":"Should you be worried about recent stock declines, or can you seek refuge in strong fundamentals? Here is a mid-year review of my five largest tech stocks.Source: Netflix Media CentreAs an investor that has a more than 70% concentration of my portfolio in technology stocks, this year hasn’t been all roses and sunshine for me.Just a few weeks ago, the S&P 500 Index entered a bear market after closing more than 22% below its all time high of 4,818.62 on 4 January 2022.From the Russia-Ukraine war and COVID-related lockdowns in China that disrupted supply chains to the biggest interest rate hike since 1994, the blows just keep landing.The worst mistake any investor can make is to sell their shares in panic when nothing is fundamentally wrong with the business.We will now take a closer look at five technology companies within my portfolio.Zoom Video (NASDAQ: ZM)Zoom Video Communications, or Zoom, is a secure and reliable video communications platform that became a verb during the peak of the pandemic due to its popularity.Its share price has fallen a long way since the all time high of US$588.84 on 19 October 2020.As of 12th July, Zoom’s share price has fallen 41% year to date.In its fiscal first quarter 2023 (1Q2023), revenue rose by 12% year on year to US$1.1 billion.Zoom has seen momentum in Enterprise customers’ growth, with Enterprise revenue rising by 31% year on year to US$560 million during the quarter.A closely-watched metric is Enterprise customers as it indicates the company’s efforts on growing the customer segment that contributes the bulk of its revenue.The total number of Enterprise customers that contributed more than US$100,000 in annual billings grew 46% year on year to 2,916.Source: Zoom, 1Q2023 earnings deck, >US$100k customers breakdownFor the coming quarters, a key aspect to watch will be how Zoom sells through other product offerings such as Zoom Contact Centre, Zoom Phone, Zoom Whiteboard, and Zoom IQ for sales teams.Tesla (NASDAQ: TSLA)Tesla is one of the world’s largest all-electric vehicle companies through the sale of cars, pickup trucks in the United States, China, and other countries around the world.Differing from most of the other automotive manufacturers that sell through franchised dealerships, Tesla sells its cars direct to consumers.This prevents any potential conflicts of interests which may arise as Tesla owns the showrooms and customers deal only with its staff.Tesla also sells directly through the internet to consumers where a Tesla can be customised online.In 1Q2022, Tesla reported an 81% year on year growth in total revenue to US$18.7 billion, and net income rose more than seven-fold to US$3.3 billion.This growth was largely attributable to increased vehicle deliveries, which grew 68% year on year to 310,048 in 1Q2022.Tesla also cited increased average selling price as one of the factors contributing to the increased revenue seen, which suggests to me they have strong pricing power.On 2 July, Tesla released its 2Q2022’s vehicle production and delivery numbers of (Production: 258,580, Deliveries: 254,695), which caused a temporary sell off as investors started to compare it with the production and delivery numbers seen in 1Q2022.Source: Tesla, 1Q2022 update, 2Q2022 production and delivery updateAlthough it seems that there is a 17.9% decline in vehicle delivery numbers between 1Q2022 and 2Q2022, investors should note that the delivery numbers are still 26.5% higher than that of 2Q2021.With its commitment to achieve 50% average annual growth in vehicle deliveries, and seeing what increased delivery numbers mean for its revenue and net income, I remain a patient investor in Tesla.Tesla’s full set of 2Q2022 numbers will be announced on 20th July, after the US market closes.Netflix (NASDAQ: NFLX)Netflix is one of the world’s largest streaming media and entertainment services companies, with 222 million paid memberships in over 190 countries.Netflix surged to dominance similarly during the COVID-19 period when most countries were on lockdown.Over the years, it has consistently produced great content that hooked viewers, with popular TV series Stranger Things, Squid Game and Money Heist etc.With the current bear market and tech sell off that we witnessed not too long ago, the stock has also fallen 70.8% year to date (12 July 2022’s closing price).Netflix’s 1Q2022 revenue rose 9.8% year on year to US$7.9 billion, while net income for the same period declined 6.8% year on year to US$1.6 billion.In its 1Q2022 earnings call, Netflix reported a loss of 200,000 subscribers compared with its previous quarter and mentioned that it is guiding for a two million loss in subscribers for its second quarter.Although the market didn’t react well to this news, there is justification for this guidance and the plans that Netflix has laid out seemed fair.Netflix is looking to introduce more controls to prevent password sharing outside the household.More than 100 million households are piggy backing on other paid subscribersThese free loaders are active users as well, so it is reasonable for Netflix to levy an introductory charge on this base of customers.Such a move, if successful, could open up an additional revenue stream for the streaming giant.To combat the fierce competition from the likes of Walt Disney (NYSE: DIS) and Amazon (NASDAQ: AMZN), Netflix is looking to offer lower-cost plans with advertising.This is a win-win model that would not only attract and retain budget-constrained subscribers, but also introduce new revenue streams for the company.DocuSign (NASDAQ: DOCU)DocuSign is an e-signature platform provider that enables organisations to automate, sign, and manage agreements electronically across practically any smart device.It is the world’s number one e-signature solution with a strong base of 1.24 million customers.For its 1Q2023 ended 30 April 2022, DocuSign reported revenue growth of 25% year on year to US$589 million.Gross margin was 81%, with operating margin 17% for 1Q2023.Alongside these strong margins, DocuSign also commands a high net dollar retention rate of 114%.DocuSign spooked the market when it announced weak guidance for 2Q2023’s billings, between the range of US$599 million to US$609 million.The market felt that this forecasted increase, even at the top end of its range, was only 2.3% higher than 2Q2022’s US$595.4 million.That said, looking at the explosive growth in its total customer base, which has a compound annual growth rate (CAGR) of 40% from FY2013 to 1Q2023, monetisation opportunities are still plenty for DocuSign.In addition, its strength in gaining enterprise customers that spend more than US$300,000 a year, also saw a CAGR of 44% from FY2013 to 886 in 1Q2023.Source: DocuSign, 1Q2023 earnings release, customer base breakdownLast but not least, the strategic partnership that DocuSign announced with Microsoft (NASDAQ: MFST), which will see integration of cross products, means there will be extra momentum that will come from the Enterprise segment.Apple (NASDAQ: APPL)Apple is a company that needs no further introduction. It changed the entire era of smartphones and is now one of the most valuable brands in the world.It is also the largest contributor to the S&P 500 index.Apple has a strong base of loyal customers and has, over years, created a strong and interlinked ecosystem of products and services on the back of the success of the iPhone.In its 2Q2022 earnings, we saw how Apple outperformed analysts’ expectations by reporting revenue of US$97.3 billion, above the US$94 billion that was forecasted.As the COVID-related supply chain woes in China ease, Apple will benefit from the effect in the next few quarters.As an investor, Apple’s main draw is the ability to innovate and cross sell its other services and products together directly to a strong and loyal customer base.Although word on the street is pointing at Apple’s possible release of a virtual reality headset, what is certain is that when Apple launches it, this will likely be tied in with services revenue.Services Revenue was Apple’s fastest growing segment as of 2Q2022 (+17% year on year), with revenue of US$19.8 billion.Final ThoughtsAlthough most of the stocks above did fall from a high, a closer look at each stock provides assurance that the business behind each company is doing fine.It is hard not to feel affected when the same stocks were registering more than 100% gains, but as a long term investor, I’m in for the long term, and I’ll likely strategically add on to these positions whenever there’s a chance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071800517,"gmtCreate":1657505470539,"gmtModify":1676536015680,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071800517","repostId":"1145594046","repostType":4,"repost":{"id":"1145594046","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657175151,"share":"https://ttm.financial/m/news/1145594046?lang=&edition=fundamental","pubTime":"2022-07-07 14:25","market":"us","language":"en","title":"U.S. Big Banks Q2 Earnings Are Coming. Here’s What To Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1145594046","media":"Tiger Newspress","summary":"The disconnect between healthy business performance and ailing share prices in 2022 will likely cont","content":"<html><head></head><body><p>The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks.</p><p>Investors will likely be on the lookout for potential headwinds in loan growth and credit quality in the banking industry as JPMorgan Chase &amp; Co. and Morgan Stanley are slated to report earnings on Thursday, July 14, as the first two of the big-six U.S. banks.</p><p>Citigroup Inc. and Wells Fargo &amp; Co. both report earnings on Friday, July 15, while Bank of America Corp. and Goldman Sachs Group Inc. weigh in on July 18.</p><p><img src=\"https://static.tigerbbs.com/e3f544ab4078be7cd8d6f144aab677af\" tg-width=\"1500\" tg-height=\"1315\" referrerpolicy=\"no-referrer\"/></p><p><b>Bank Stocks Have Been Pulled Lower This Year</b></p><p>Bank stocks have been pulled lower this year by forward-looking recession woes, even as the current economic conditions remain relatively strong. The selloff in stock prices may appear to make sense, since stock market investors typically look ahead and earnings reports mostly provide a look back.</p><p>Some of the economic pessimism in the stock market came from the banks themselves, with JPMorgan Chase CEO Jamie Dimon warning of a hurricane coming in the economy in an appearance at the Bernstein Strategic Decisions Conference.</p><p>The Financial Select SPDR ETF ended the first half with a loss of 19.5%. The S&amp;P 500 index dropped 20.6% in its worst first half since 1970.</p><p>Bank of America’s stock ended the first half of 2022 with a loss of 30.0% as the weakest performer among the big six banks, while JPMorgan Chase shares have dropped 28.9%, Citigroup by 23.8%, and Wells Fargo by 18.4%.</p><p>Morgan Stanley stock had fallen by 22.5% since the start of 2022 and Goldman Sachs was off 22.4%.</p><p>Putting a positive spin on weak stock performances, Deutsche Bank analyst Matt O’Connor said bank stocks are already pricing in a 65% to 75% chance of a recession, which suggests “good upside potential” in 2023.</p><p>“Despite anticipating solid/strong 2Q results and likely upgrades to 2H outlooks (driven by higher net interest income), we don’t expect recession fears to abate,” O’Connor said.</p><p>During the second quarter, the economy continued cooling off, with banks facing a drop in mortgage lending as refinancings and home purchases fell back in the face of higher interest rates. Some jobs have been shed at JPMorgan and elsewhere as a result.</p><p>But analysts saw little reason to reduce megabank earnings forecasts by drastic margins since the end of the first quarter. Out of the six bank giants, analysts cut estimates on five, and raised estimates on JPMorgan Chase.</p><p><b>Analysts Ease Back on Profit Expectations</b></p><p>JPMorgan Chase is on deck to report second-quarter earnings of $2.93 a share on revenue of $31.99 billion, according to Bloomberg consensus.</p><p>Analysts expect Morgan Stanley to report earnings of $1.62 and revenue of $13.52 billion.</p><p>Up next is Citigroup, which is expected to earn $1.66 a share on revenue of $18.37 billion.</p><p>Wells Fargo is expected to earn 88 cents a share on revenue of $17.73 billion. Its second-quarter earnings target stood at 95 cents a share on March 31.</p><p>Bank of America is expected to report earnings of 79 cents a share on revenue of about $23.0 billion, according to Bloomberg consensus. At the end of the first quarter, analysts had expected the company to earn 83 cents share.</p><p>Finally, Goldman Sachs is on tap to earn $7.41 a share on revenue of $11.04 billion, according to Bloomberg consensus.</p><p><b>Analysts Comments</b></p><p>BofA Securities analyst Ebrahim H. Poonawala made it clear in his June 29 upgrade of Goldman Sachs to buy from hold that the investment bank and all other players in the industry face a bumpy road ahead.</p><p>“Our ratings change (first upgrade of 2022) does not indicate an improved outlook for bank stocks,” Poonawala said. “To the contrary, we see the stock as well-positioned to outperform in what is likely to be a worsening economic backdrop that could weigh more materially on the EPS outlooks for its balance sheet lending heavy peers.”</p><p>Goldman offers an attractive risk/reward profile relative to other bank stocks, he said.</p><p>“We believe that the volatility in the interest rates, FX, commodities markets is unlikely going away anytime soon and should serve as a tailwind for the markets business,” Poonawala said. “We also expect GS’s strong risk management to mitigate any material negative surprises owing to market dislocations.”</p><p>Oppenheimer analyst Chris Kotowski said it’s reasonable to expect some noise in banks’ second-quarter results, but for the most part, he expects in-line fundamental trends.</p><p>Banks signaled their relative health in mid-June conferences such as the Bernstein Strategic Decisions Conference and other gatherings.</p><p>“Bank after bank came out and said things were tracking well,” Kotowsky said in his note on Friday. “Loan growth and net interest margins (NIM) were, if anything, better than expected; expenses OK; and credit continues to track better than expected. Clearly with Jamie Dimon’s ‘hurricane’ out there, 2Q22E doesn’t tell us much where we’ll be in 12–18 months, but so far the visible trends are generally favorable.”</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. Big Banks Q2 Earnings Are Coming. Here’s What To Expect</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. Big Banks Q2 Earnings Are Coming. Here’s What To Expect\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\">2022-07-07 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks.</p><p>Investors will likely be on the lookout for potential headwinds in loan growth and credit quality in the banking industry as JPMorgan Chase &amp; Co. and Morgan Stanley are slated to report earnings on Thursday, July 14, as the first two of the big-six U.S. banks.</p><p>Citigroup Inc. and Wells Fargo &amp; Co. both report earnings on Friday, July 15, while Bank of America Corp. and Goldman Sachs Group Inc. weigh in on July 18.</p><p><img src=\"https://static.tigerbbs.com/e3f544ab4078be7cd8d6f144aab677af\" tg-width=\"1500\" tg-height=\"1315\" referrerpolicy=\"no-referrer\"/></p><p><b>Bank Stocks Have Been Pulled Lower This Year</b></p><p>Bank stocks have been pulled lower this year by forward-looking recession woes, even as the current economic conditions remain relatively strong. The selloff in stock prices may appear to make sense, since stock market investors typically look ahead and earnings reports mostly provide a look back.</p><p>Some of the economic pessimism in the stock market came from the banks themselves, with JPMorgan Chase CEO Jamie Dimon warning of a hurricane coming in the economy in an appearance at the Bernstein Strategic Decisions Conference.</p><p>The Financial Select SPDR ETF ended the first half with a loss of 19.5%. The S&amp;P 500 index dropped 20.6% in its worst first half since 1970.</p><p>Bank of America’s stock ended the first half of 2022 with a loss of 30.0% as the weakest performer among the big six banks, while JPMorgan Chase shares have dropped 28.9%, Citigroup by 23.8%, and Wells Fargo by 18.4%.</p><p>Morgan Stanley stock had fallen by 22.5% since the start of 2022 and Goldman Sachs was off 22.4%.</p><p>Putting a positive spin on weak stock performances, Deutsche Bank analyst Matt O’Connor said bank stocks are already pricing in a 65% to 75% chance of a recession, which suggests “good upside potential” in 2023.</p><p>“Despite anticipating solid/strong 2Q results and likely upgrades to 2H outlooks (driven by higher net interest income), we don’t expect recession fears to abate,” O’Connor said.</p><p>During the second quarter, the economy continued cooling off, with banks facing a drop in mortgage lending as refinancings and home purchases fell back in the face of higher interest rates. Some jobs have been shed at JPMorgan and elsewhere as a result.</p><p>But analysts saw little reason to reduce megabank earnings forecasts by drastic margins since the end of the first quarter. Out of the six bank giants, analysts cut estimates on five, and raised estimates on JPMorgan Chase.</p><p><b>Analysts Ease Back on Profit Expectations</b></p><p>JPMorgan Chase is on deck to report second-quarter earnings of $2.93 a share on revenue of $31.99 billion, according to Bloomberg consensus.</p><p>Analysts expect Morgan Stanley to report earnings of $1.62 and revenue of $13.52 billion.</p><p>Up next is Citigroup, which is expected to earn $1.66 a share on revenue of $18.37 billion.</p><p>Wells Fargo is expected to earn 88 cents a share on revenue of $17.73 billion. Its second-quarter earnings target stood at 95 cents a share on March 31.</p><p>Bank of America is expected to report earnings of 79 cents a share on revenue of about $23.0 billion, according to Bloomberg consensus. At the end of the first quarter, analysts had expected the company to earn 83 cents share.</p><p>Finally, Goldman Sachs is on tap to earn $7.41 a share on revenue of $11.04 billion, according to Bloomberg consensus.</p><p><b>Analysts Comments</b></p><p>BofA Securities analyst Ebrahim H. Poonawala made it clear in his June 29 upgrade of Goldman Sachs to buy from hold that the investment bank and all other players in the industry face a bumpy road ahead.</p><p>“Our ratings change (first upgrade of 2022) does not indicate an improved outlook for bank stocks,” Poonawala said. “To the contrary, we see the stock as well-positioned to outperform in what is likely to be a worsening economic backdrop that could weigh more materially on the EPS outlooks for its balance sheet lending heavy peers.”</p><p>Goldman offers an attractive risk/reward profile relative to other bank stocks, he said.</p><p>“We believe that the volatility in the interest rates, FX, commodities markets is unlikely going away anytime soon and should serve as a tailwind for the markets business,” Poonawala said. “We also expect GS’s strong risk management to mitigate any material negative surprises owing to market dislocations.”</p><p>Oppenheimer analyst Chris Kotowski said it’s reasonable to expect some noise in banks’ second-quarter results, but for the most part, he expects in-line fundamental trends.</p><p>Banks signaled their relative health in mid-June conferences such as the Bernstein Strategic Decisions Conference and other gatherings.</p><p>“Bank after bank came out and said things were tracking well,” Kotowsky said in his note on Friday. “Loan growth and net interest margins (NIM) were, if anything, better than expected; expenses OK; and credit continues to track better than expected. Clearly with Jamie Dimon’s ‘hurricane’ out there, 2Q22E doesn’t tell us much where we’ll be in 12–18 months, but so far the visible trends are generally favorable.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","C":"花旗","WFC":"富国银行","BAC":"美国银行","GS":"高盛","MS":"摩根士丹利"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145594046","content_text":"The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks.Investors will likely be on the lookout for potential headwinds in loan growth and credit quality in the banking industry as JPMorgan Chase & Co. and Morgan Stanley are slated to report earnings on Thursday, July 14, as the first two of the big-six U.S. banks.Citigroup Inc. and Wells Fargo & Co. both report earnings on Friday, July 15, while Bank of America Corp. and Goldman Sachs Group Inc. weigh in on July 18.Bank Stocks Have Been Pulled Lower This YearBank stocks have been pulled lower this year by forward-looking recession woes, even as the current economic conditions remain relatively strong. The selloff in stock prices may appear to make sense, since stock market investors typically look ahead and earnings reports mostly provide a look back.Some of the economic pessimism in the stock market came from the banks themselves, with JPMorgan Chase CEO Jamie Dimon warning of a hurricane coming in the economy in an appearance at the Bernstein Strategic Decisions Conference.The Financial Select SPDR ETF ended the first half with a loss of 19.5%. The S&P 500 index dropped 20.6% in its worst first half since 1970.Bank of America’s stock ended the first half of 2022 with a loss of 30.0% as the weakest performer among the big six banks, while JPMorgan Chase shares have dropped 28.9%, Citigroup by 23.8%, and Wells Fargo by 18.4%.Morgan Stanley stock had fallen by 22.5% since the start of 2022 and Goldman Sachs was off 22.4%.Putting a positive spin on weak stock performances, Deutsche Bank analyst Matt O’Connor said bank stocks are already pricing in a 65% to 75% chance of a recession, which suggests “good upside potential” in 2023.“Despite anticipating solid/strong 2Q results and likely upgrades to 2H outlooks (driven by higher net interest income), we don’t expect recession fears to abate,” O’Connor said.During the second quarter, the economy continued cooling off, with banks facing a drop in mortgage lending as refinancings and home purchases fell back in the face of higher interest rates. Some jobs have been shed at JPMorgan and elsewhere as a result.But analysts saw little reason to reduce megabank earnings forecasts by drastic margins since the end of the first quarter. Out of the six bank giants, analysts cut estimates on five, and raised estimates on JPMorgan Chase.Analysts Ease Back on Profit ExpectationsJPMorgan Chase is on deck to report second-quarter earnings of $2.93 a share on revenue of $31.99 billion, according to Bloomberg consensus.Analysts expect Morgan Stanley to report earnings of $1.62 and revenue of $13.52 billion.Up next is Citigroup, which is expected to earn $1.66 a share on revenue of $18.37 billion.Wells Fargo is expected to earn 88 cents a share on revenue of $17.73 billion. Its second-quarter earnings target stood at 95 cents a share on March 31.Bank of America is expected to report earnings of 79 cents a share on revenue of about $23.0 billion, according to Bloomberg consensus. At the end of the first quarter, analysts had expected the company to earn 83 cents share.Finally, Goldman Sachs is on tap to earn $7.41 a share on revenue of $11.04 billion, according to Bloomberg consensus.Analysts CommentsBofA Securities analyst Ebrahim H. Poonawala made it clear in his June 29 upgrade of Goldman Sachs to buy from hold that the investment bank and all other players in the industry face a bumpy road ahead.“Our ratings change (first upgrade of 2022) does not indicate an improved outlook for bank stocks,” Poonawala said. “To the contrary, we see the stock as well-positioned to outperform in what is likely to be a worsening economic backdrop that could weigh more materially on the EPS outlooks for its balance sheet lending heavy peers.”Goldman offers an attractive risk/reward profile relative to other bank stocks, he said.“We believe that the volatility in the interest rates, FX, commodities markets is unlikely going away anytime soon and should serve as a tailwind for the markets business,” Poonawala said. “We also expect GS’s strong risk management to mitigate any material negative surprises owing to market dislocations.”Oppenheimer analyst Chris Kotowski said it’s reasonable to expect some noise in banks’ second-quarter results, but for the most part, he expects in-line fundamental trends.Banks signaled their relative health in mid-June conferences such as the Bernstein Strategic Decisions Conference and other gatherings.“Bank after bank came out and said things were tracking well,” Kotowsky said in his note on Friday. “Loan growth and net interest margins (NIM) were, if anything, better than expected; expenses OK; and credit continues to track better than expected. Clearly with Jamie Dimon’s ‘hurricane’ out there, 2Q22E doesn’t tell us much where we’ll be in 12–18 months, but so far the visible trends are generally favorable.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073762847,"gmtCreate":1657419056389,"gmtModify":1676536005143,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073762847","repostId":"2249893579","repostType":4,"repost":{"id":"2249893579","kind":"highlight","pubTimestamp":1657337337,"share":"https://ttm.financial/m/news/2249893579?lang=&edition=fundamental","pubTime":"2022-07-09 11:28","market":"us","language":"en","title":"Nvidia: Time To Buy The King Of Data Centers","url":"https://stock-news.laohu8.com/highlight/detail?id=2249893579","media":"Seekingalpha","summary":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become it","content":"<html><head></head><body><p>Nvidia Corporation&#39;s (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.</p><p>Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.</p><p>As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.</p><h2><b>Dominating Data Centers Across All 6 Classes</b></h2><p>Nvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.</p><table><tbody><tr><td><p><b>Data Center</b></p></td><td><p><b>Market Size ($ bln)</b></p></td><td><p><b>Market Forecast CAGR</b></p></td><td><p><b>Computer Power</b></p></td><td><p><b>Location</b></p></td><td><p><b>Footprint (&#39;size&#39;)</b></p></td><td><p><b>Types of Users/ Operators</b></p></td><td><p><b>Applications</b></p></td></tr><tr><td><p>Supercomputing Data Center</p></td><td><p>6.5</p></td><td><p>16.2%</p></td><td><p>Very High</p></td><td><p>Self-operated</p></td><td><p>Large</p></td><td><p>Governments, aerospace, petroleum, and automotive industries</p></td><td><p>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research</p></td></tr><tr><td><p>Hyperscale Data Center</p></td><td><p>32.2</p></td><td><p>14.9%</p></td><td><p>High</p></td><td><p>Self-operated</p></td><td><p>Very Large</p></td><td><p>Large multinational companies, cloud service providers</p></td><td><p>Colocation, cryptography, genome processing, and 3D rendering</p></td></tr><tr><td><p>Enterprise Data Center</p></td><td><p>84.2</p></td><td><p>12.0%</p></td><td><p>Low</p></td><td><p>Self-operated</p></td><td><p>Medium</p></td><td><p>Enterprises (Various industries)</p></td><td><p>Company networks and systems (Various industries)</p></td></tr><tr><td><p>Cloud Computing Data Center</p></td><td><p>358.8</p></td><td><p>16.4%</p></td><td><p>High</p></td><td><p>Third-party</p></td><td><p>Very Large</p></td><td><p>Cloud service providers</p></td><td><p>Cloud-native application development, storage (IaaS), streaming, data analytics</p></td></tr><tr><td><p>Edge Data Center</p></td><td><p>7.9</p></td><td><p>17.0%</p></td><td><p>Medium</p></td><td><p>Third-party</p></td><td><p>Medium</p></td><td><p>Edge Data Center Companies, Telco, Healthcare</p></td><td><p>5G, AV, Telemedicine, data analytics,</p></td></tr><tr><td><p>Factory AI Data Center</p></td><td><p>2.3</p></td><td><p>47.9%</p></td><td><p>Medium</p></td><td><p>Self-operated</p></td><td><p>Low</p></td><td><p>Manufacturers</p></td><td><p>Supply Chain Optimization, Predictive Maintenance, Process Control</p></td></tr></tbody></table><p><i>Source: Research and Markets, Nvidia, Khaveen Investments</i></p><p>To illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.</p><h3><b>Supercomputing Data Center</b></h3><p>Firstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such as</p><blockquote>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.</blockquote><p>In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it&#39;s even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.</p><h3><b>Enterprise Data Center</b></h3><p>Besides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified System</p><blockquote>enable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.</blockquote><p>The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.</p><h3><b>Hyperscale Data Centers</b></h3><p>Moreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.</p><h3><b>Cloud Computing </b></h3><p>Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.</p><blockquote>And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – Nvidia</blockquote><h3><b>AI Factory </b></h3><p>In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.</p><blockquote>The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEO</blockquote><h3><b>Edge Data Center</b></h3><p>Lastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutions</p><blockquote>accelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.</blockquote><p>Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.</p><table><tbody><tr><td><p><b>Volume of Data Worldwide</b></p></td><td><p><b>2017</b></p></td><td><p><b>2018</b></p></td><td><p><b>2019</b></p></td><td><p><b>2020</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td></tr><tr><td><p>Cloud Infrastructure Market Revenues ($ bln)</p></td><td><p>46.5</p></td><td><p>69</p></td><td><p>96</p></td><td><p>129.5</p></td><td><p>178.0</p></td><td><p>248.1</p></td><td><p>349.7</p></td><td><p>485.7</p></td><td><p>679.8</p></td><td><p>951.4</p></td></tr><tr><td><p>Cloud Infrastructure Market Revenue Growth %</p></td><td><p>45%</p></td><td><p>48%</p></td><td><p>39%</p></td><td><p>35%</p></td><td><p>37%</p></td><td><p>39%</p></td><td><p>41%</p></td><td><p>39%</p></td><td><p>40%</p></td><td><p>40%</p></td></tr><tr><td><p>Data Volume (ZB)</p></td><td><p>26</p></td><td><p>33</p></td><td><p>41</p></td><td><p>64.2</p></td><td><p>79</p></td><td><p>97</p></td><td><p>120</p></td><td><p>147</p></td><td><p>181</p></td><td><p>222.9</p></td></tr><tr><td><p>Data Volume Growth %</p></td><td><p>44%</p></td><td><p>27%</p></td><td><p>24%</p></td><td><p>57%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>24%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>23%</p></td></tr><tr><td><p>Total Market Capex (Adjusted)</p></td><td><p>54.3</p></td><td><p>82.8</p></td><td><p>88.0</p></td><td><p>125.7</p></td><td><p>163.9</p></td><td><p>209</p></td><td><p>271</p></td><td><p>344</p></td><td><p>442</p></td><td><p>567</p></td></tr><tr><td><p>Total Market Capex Growth %</p></td><td><p>30%</p></td><td><p>52%</p></td><td><p>6%</p></td><td><p>43%</p></td><td><p>30%</p></td><td><p>28%</p></td><td><p>29%</p></td><td><p>27%</p></td><td><p>28%</p></td><td><p>28%</p></td></tr><tr><td><p>Nvidia Data Center Share of Capex Spend</p></td><td><p>3.6%</p></td><td><p>3.5%</p></td><td><p>3.4%</p></td><td><p>5.3%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td></tr><tr><td><p><b>Nvidia Data Center Revenues</b></p></td><td><p><b>1.9</b></p></td><td><p><b>2.9</b></p></td><td><p><b>3.0</b></p></td><td><p><b>6.7</b></p></td><td><p><b>10.6</b></p></td><td><p><b>13.6</b></p></td><td><p><b>17.5</b></p></td><td><p><b>22.3</b></p></td><td><p><b>28.6</b></p></td><td><p><b>36.7</b></p></td></tr><tr><td><p><b>Nvidia Data Center Revenues Growth %</b></p></td><td><p><b>132.5%</b></p></td><td><p><b>51.8%</b></p></td><td><p><b>1.8%</b></p></td><td><p><b>124.5%</b></p></td><td><p><b>58.5%</b></p></td><td><p><b>27.7%</b></p></td><td><p><b>29.2%</b></p></td><td><p><b>27.3%</b></p></td><td><p><b>28.3%</b></p></td><td><p><b>28.3%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Company Data, Khaveen Investments </i></p><p>Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.</p><h2><b>Integrating Software and AI into Data Centers</b></h2><p>A data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,</p><blockquote>GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.</blockquote><p>According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.</p><p>In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.</p><blockquote>With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual Report</blockquote><p></p><p><img src=\"https://static.tigerbbs.com/6b967b108b6c19a49afe2a462c51c98b\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia</p><p>In addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it has</p><blockquote>over 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.</blockquote><p>Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).</p><p>Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.</p><table><tbody><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>7</p></td><td><p>5</p></td><td><p>4</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>21</p></td><td><p>18</p></td><td><p>7</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>N/A</p></td><td><p>34,237</p></td><td><p>76,308</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>N/A</p></td><td><p>$ 2,277</p></td><td><p>$ 3,843</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>60</p></td><td><p>N/A</p></td><td><p>47.9</p></td></tr><tr><td><p>GPU Price</p></td><td><p>$36,405</p></td><td><p>N/A</p></td><td><p>$ 14,500</p></td></tr><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>0.5</p></td><td><p>0.2</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Price</p></td><td><p>0.3</p></td><td><p>0.2</p></td><td><p>0.5</p></td></tr><tr><td><p><b>Weights</b></p></td><td><p><b>0.37</b></p></td><td><p><b>0.33</b></p></td><td><p><b>0.30</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments </i></p><p>Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.</p><p>In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.</p><table><tbody><tr><td><p><b>Nvidia Enterprise AI Software Revenue ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Market TAM</p></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td><p>150</p></td></tr><tr><td><p>Nvidia Enterprise AI Software</p></td><td><p>0.03</p></td><td><p>0.1</p></td><td><p>0.2</p></td><td><p>0.7</p></td><td><p>2.0</p></td><td><p>6.1</p></td><td><p>18.3</p></td><td><p>55</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.</p><h2><b>$10 billion Arm CPU Opportunity in Data Centers</b></h2><p>Furthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.</p><p>According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.</p><table><tbody><tr><td><p><b>Arm CPU Market Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>x86 Data Center CPU share</p></td><td><p>95%</p></td><td><p>94%</p></td><td><p>92%</p></td><td><p>90%</p></td><td><p>87%</p></td><td><p>84%</p></td><td><p>80%</p></td><td><p>75%</p></td></tr><tr><td><p>Arm Data Center CPU Share</p></td><td><p>5%</p></td><td><p>6.3%</p></td><td><p>7.9%</p></td><td><p>10.0%</p></td><td><p>12.5%</p></td><td><p>15.8%</p></td><td><p>19.9%</p></td><td><p>25%</p></td></tr><tr><td><p>Arm Data Center CPU Share CAGR</p></td><td></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td></td></tr><tr><td><p>x86 Data Center CPU market size</p></td><td><p>24.1</p></td><td><p>26.2</p></td><td><p>28.4</p></td><td><p>30.6</p></td><td><p>32.8</p></td><td><p>34.8</p></td><td><p>36.4</p></td><td><p>37.6</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>8.7%</p></td><td><p>8.3%</p></td><td><p>7.8%</p></td><td><p>7.0%</p></td><td><p>6.1%</p></td><td><p>4.9%</p></td><td><p>3.1%</p></td></tr><tr><td><p>Arm Data Center CPU market size</p></td><td><p>1.3</p></td><td><p>1.8</p></td><td><p>2.4</p></td><td><p>3.4</p></td><td><p>4.7</p></td><td><p>6.5</p></td><td><p>9.0</p></td><td><p>12.5</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>25.4</b></p></td><td><p><b>28.0</b></p></td><td><p><b>30.8</b></p></td><td><p><b>34.0</b></p></td><td><p><b>37.4</b></p></td><td><p><b>41.3</b></p></td><td><p><b>45.5</b></p></td><td><p><b>50.1</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td></tr></tbody></table><p><i>Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen Investments</i></p><p>Companies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.</p><table><tbody><tr><td><p><b>Nvidia Arm CPU Revenue ($ bln)</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Share of TAM</p></td><td><p>1%</p></td><td><p>4.8%</p></td><td><p>8.6%</p></td><td><p>12.4%</p></td><td><p>16.2%</p></td><td><p>20%</p></td></tr><tr><td><p>Nvidia CPU Revenue</p></td><td><p>0.31</p></td><td><p>1.63</p></td><td><p>3.22</p></td><td><p>5.12</p></td><td><p>7.37</p></td><td><p>10.02</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>429.0%</p></td><td><p>97.4%</p></td><td><p>58.9%</p></td><td><p>44.0%</p></td><td><p>36.0%</p></td></tr></tbody></table><p><i>Source: Khaveen Investments </i></p><p>All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.</p><p>To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.</p><h2><b>Risk: Competition from Intel</b></h2><p>In addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.</p><h2><b>Valuation</b></h2><p>We summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.</p><table><tbody><tr><td><p><b>Nvidia Revenue Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td></tr><tr><td><p>Gaming</p></td><td><p>12,462</p></td><td><p>15,953</p></td><td><p>20,421</p></td><td><p>26,141</p></td><td><p>33,463</p></td></tr><tr><td><p>Professional Visualization</p></td><td><p>2,111</p></td><td><p>2,318</p></td><td><p>2,545</p></td><td><p>2,794</p></td><td><p>3,068</p></td></tr><tr><td><p>Data Center</p></td><td><p>10,613</p></td><td><p>13,632</p></td><td><p>18,051</p></td><td><p>24,606</p></td><td><p>33,858</p></td></tr><tr><td><p>Automotive</p></td><td><p>566</p></td><td><p>691</p></td><td><p>842</p></td><td><p>1,028</p></td><td><p>1,254</p></td></tr><tr><td><p>OEM and Other</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>26,914</b></p></td><td><p><b>33,755</b></p></td><td><p><b>43,022</b></p></td><td><p><b>55,731</b></p></td><td><p><b>72,806</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td><p><b>61.4%</b></p></td><td><p><b>25.4%</b></p></td><td><p><b>27.5%</b></p></td><td><p><b>29.5%</b></p></td><td><p><b>30.6%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.</p><p></p><p><img src=\"https://static.tigerbbs.com/e00c22eaa47730a579e234e710016b3b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>SeekingAlpha, Khaveen Investments</p><p>Based on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.</p><p><img src=\"https://static.tigerbbs.com/60d370c61b912473ae428c795c9be999\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Khaveen Investments</p><h2><b>Verdict</b></h2><p>To conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.</p><p>Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a <i>Strong Buy</i> with a target price of <i>$289.85.</i></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>Nvidia: Time To Buy The King Of Data Centers</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: Time To Buy The King Of Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers\">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://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249893579","content_text":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.Dominating Data Centers Across All 6 ClassesNvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.Data CenterMarket Size ($ bln)Market Forecast CAGRComputer PowerLocationFootprint ('size')Types of Users/ OperatorsApplicationsSupercomputing Data Center6.516.2%Very HighSelf-operatedLargeGovernments, aerospace, petroleum, and automotive industriesHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion researchHyperscale Data Center32.214.9%HighSelf-operatedVery LargeLarge multinational companies, cloud service providersColocation, cryptography, genome processing, and 3D renderingEnterprise Data Center84.212.0%LowSelf-operatedMediumEnterprises (Various industries)Company networks and systems (Various industries)Cloud Computing Data Center358.816.4%HighThird-partyVery LargeCloud service providersCloud-native application development, storage (IaaS), streaming, data analyticsEdge Data Center7.917.0%MediumThird-partyMediumEdge Data Center Companies, Telco, Healthcare5G, AV, Telemedicine, data analytics,Factory AI Data Center2.347.9%MediumSelf-operatedLowManufacturersSupply Chain Optimization, Predictive Maintenance, Process ControlSource: Research and Markets, Nvidia, Khaveen InvestmentsTo illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.Supercomputing Data CenterFirstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such asHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it's even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.Enterprise Data CenterBesides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified Systemenable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.Hyperscale Data CentersMoreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.Cloud Computing Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – NvidiaAI Factory In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEOEdge Data CenterLastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutionsaccelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.Volume of Data Worldwide201720182019202020212022F2023F2024F2025F2026FCloud Infrastructure Market Revenues ($ bln)46.56996129.5178.0248.1349.7485.7679.8951.4Cloud Infrastructure Market Revenue Growth %45%48%39%35%37%39%41%39%40%40%Data Volume (ZB)26334164.27997120147181222.9Data Volume Growth %44%27%24%57%23%23%24%23%23%23%Total Market Capex (Adjusted)54.382.888.0125.7163.9209271344442567Total Market Capex Growth %30%52%6%43%30%28%29%27%28%28%Nvidia Data Center Share of Capex Spend3.6%3.5%3.4%5.3%6.5%6.5%6.5%6.5%6.5%6.5%Nvidia Data Center Revenues1.92.93.06.710.613.617.522.328.636.7Nvidia Data Center Revenues Growth %132.5%51.8%1.8%124.5%58.5%27.7%29.2%27.3%28.3%28.3%Source: Nvidia, Company Data, Khaveen Investments Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.Integrating Software and AI into Data CentersA data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual ReportNvidiaIn addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it hasover 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.Competitive PositioningNvidiaIntelAMDNumber of products754Software AI Integrations21187Average Data Center CPU BenchmarkN/A34,23776,308Average Data Center CPU PriceN/A$ 2,277$ 3,843GPU Performance (TFLOPS)60N/A47.9GPU Price$36,405N/A$ 14,500Competitive PositioningNvidiaIntelAMDNumber of products0.50.30.2Software AI Integrations0.50.30.2Average Data Center CPU Benchmark0.20.50.3Average Data Center CPU Price0.20.50.3GPU Performance (TFLOPS)0.50.20.3GPU Price0.30.20.5Weights0.370.330.30Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.Nvidia Enterprise AI Software Revenue ($ bln)20212022F2023F2024F2025F2026F2027F2028FMarket TAM150Nvidia Enterprise AI Software0.030.10.20.72.06.118.355Growth %200%200%200%200%200%200%200%Source: Nvidia, Khaveen Investments Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.$10 billion Arm CPU Opportunity in Data CentersFurthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.Arm CPU Market Projections ($ bln)20212022F2023F2024F2025F2026F2027F2028Fx86 Data Center CPU share95%94%92%90%87%84%80%75%Arm Data Center CPU Share5%6.3%7.9%10.0%12.5%15.8%19.9%25%Arm Data Center CPU Share CAGR25.8%25.8%25.8%25.8%25.8%25.8%x86 Data Center CPU market size24.126.228.430.632.834.836.437.6Growth %8.7%8.3%7.8%7.0%6.1%4.9%3.1%Arm Data Center CPU market size1.31.82.43.44.76.59.012.5Growth %38.7%38.7%38.7%38.7%38.7%38.7%38.7%Total25.428.030.834.037.441.345.550.1Growth %10.20%10.20%10.20%10.20%10.20%10.20%10.20%Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen InvestmentsCompanies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.Nvidia Arm CPU Revenue ($ bln)2023F2024F2025F2026F2027F2028FShare of TAM1%4.8%8.6%12.4%16.2%20%Nvidia CPU Revenue0.311.633.225.127.3710.02Growth %429.0%97.4%58.9%44.0%36.0%Source: Khaveen Investments All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.Risk: Competition from IntelIn addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.ValuationWe summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.Nvidia Revenue Projections ($ bln)20212022F2023F2024F2025FGaming12,46215,95320,42126,14133,463Professional Visualization2,1112,3182,5452,7943,068Data Center10,61313,63218,05124,60633,858Automotive5666918421,0281,254OEM and Other1,1621,1621,1621,1621,162Total26,91433,75543,02255,73172,806Growth %61.4%25.4%27.5%29.5%30.6%Source: Nvidia, Khaveen Investments We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.SeekingAlpha, Khaveen InvestmentsBased on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.Khaveen InvestmentsVerdictTo conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a Strong Buy with a target price of $289.85.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073762173,"gmtCreate":1657419042692,"gmtModify":1676536005143,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073762173","repostId":"1190253290","repostType":4,"repost":{"id":"1190253290","kind":"news","pubTimestamp":1657417572,"share":"https://ttm.financial/m/news/1190253290?lang=&edition=fundamental","pubTime":"2022-07-10 09:46","market":"us","language":"en","title":"Bulls And Bears Of The Week: Ford, Coinbase, Block, Netflix, DoorDash And This Major Chipmaker","url":"https://stock-news.laohu8.com/highlight/detail?id=1190253290","media":"Benzinga","summary":"ZINGER KEY POINTSCathie Wood's Ark Investment Management purchased additional shares of Coinbase and","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Cathie Wood&#39;s Ark Investment Management purchased additional shares of Coinbase and Block this week.</li><li>Why Barclays analyst Kannan Venkateshwar dramatically lowered his price target for Netflix</li></ul><p>Benzinga has examined the prospects for many investors&#39; favorite stocks over the past week, while offering a 24/7 news feed, live chat and charting software on Benzinga Pro.</p><p>There was a sign of optimism in the markets this week (shortened by Monday&#39;s Fourth of July respite) as the S&amp;P 500 was up 1.9% over the four days of trading, while the Dow Industrial Average inched up by 0.8%. The Nasdaq had the biggest comeback, climbing 4.6% during the week.</p><p>Investors weren&#39;t shaken by the Labor Department reporting that 372,000 jobs were added in June, which was almost 100,000 more than economists had expected. This latest figure increases the likelihood of the Fed moving forward with an additional 0.75 percentage point interest rate hike at its next meeting.</p><p>Benzinga continues to examine the prospects for many of the stocks most popular with investors. Here are a few of this past week&#39;s most bullish and bearish posts that are worth another look.</p><p><b>The Bulls</b></p><p>&#34;Jim Cramer Says He Has To Buy More Ford Stock When It Hits This Price: Here&#39;s Why,&#34; by Adam Eckert, looks at why CNBC&#39;s <b>Jim Cramer</b> is looking to increase his exposure to <b>Ford Motor Co</b> after trimming his position last year.</p><p>&#34;Cathie Wood Loads Up Another $21M In These 2 Crypto-Linked Stocks,&#34; by Shanthi Rexaline, looks at how many additional shares of <b>Coinbase Global Inc</b> and <b>Block Inc</b> <b>Cathie Wood&#39;s</b> Ark Investment Management purchased this week.</p><p>&#34;Bitcoin Could Be The Greatest Bull Market In History: Bloomberg Analyst,&#34; by Murtuza Merchant, explains why Bloomberg analyst <b>Mike McGlone</b> says the risk versus reward for <b>Bitcoin</b> is tilting toward responsive investors in the second half of the year.</p><p>The Bears</p><p>In &#34;Barclays Slashes Netflix Price Target: Why This Investor Says Disney Stock Is The Better Bet,&#34; Adam Eckert outlines the reason why Barclays analyst <b>Kannan Venkateshwar</b> lowered his price target for <b>Netflix Inc</b>.</p><p>&#34;Why This DoorDash Analyst Is Lowering Their Price Target Following Amazon-Grubhub Deal,&#34; by Wayne Duggan,  explains why an analyst cut his price target for <b>DoorDash Inc</b> after <b>Amazon.com Inc</b> announced a new partnership with DoorDash competitor Grubhub.</p><p>In &#34;This Taiwan Semiconductor Supplier Declares Pricing Hike Following Similar Moves By TSMC, Samsung And Others,&#34; Anusuya Lahiri writes about the potential impact of a key supplier to <b>Taiwan Semiconductor Manufacturing Company Ltd</b> hiking its prices.</p><p></p></body></html>","source":"lsy1606299360108","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>Bulls And Bears Of The Week: Ford, Coinbase, Block, Netflix, DoorDash And This Major Chipmaker</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\">\nBulls And Bears Of The Week: Ford, Coinbase, Block, Netflix, DoorDash And This Major Chipmaker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/07/28000838/benzinga-bulls-and-bears-of-the-week><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSCathie Wood's Ark Investment Management purchased additional shares of Coinbase and Block this week.Why Barclays analyst Kannan Venkateshwar dramatically lowered his price target for ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/07/28000838/benzinga-bulls-and-bears-of-the-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","NFLX":"奈飞","F":"福特汽车","TSM":"台积电","DASH":"DoorDash, Inc.","COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/07/28000838/benzinga-bulls-and-bears-of-the-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190253290","content_text":"ZINGER KEY POINTSCathie Wood's Ark Investment Management purchased additional shares of Coinbase and Block this week.Why Barclays analyst Kannan Venkateshwar dramatically lowered his price target for NetflixBenzinga has examined the prospects for many investors' favorite stocks over the past week, while offering a 24/7 news feed, live chat and charting software on Benzinga Pro.There was a sign of optimism in the markets this week (shortened by Monday's Fourth of July respite) as the S&P 500 was up 1.9% over the four days of trading, while the Dow Industrial Average inched up by 0.8%. The Nasdaq had the biggest comeback, climbing 4.6% during the week.Investors weren't shaken by the Labor Department reporting that 372,000 jobs were added in June, which was almost 100,000 more than economists had expected. This latest figure increases the likelihood of the Fed moving forward with an additional 0.75 percentage point interest rate hike at its next meeting.Benzinga continues to examine the prospects for many of the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.The Bulls\"Jim Cramer Says He Has To Buy More Ford Stock When It Hits This Price: Here's Why,\" by Adam Eckert, looks at why CNBC's Jim Cramer is looking to increase his exposure to Ford Motor Co after trimming his position last year.\"Cathie Wood Loads Up Another $21M In These 2 Crypto-Linked Stocks,\" by Shanthi Rexaline, looks at how many additional shares of Coinbase Global Inc and Block Inc Cathie Wood's Ark Investment Management purchased this week.\"Bitcoin Could Be The Greatest Bull Market In History: Bloomberg Analyst,\" by Murtuza Merchant, explains why Bloomberg analyst Mike McGlone says the risk versus reward for Bitcoin is tilting toward responsive investors in the second half of the year.The BearsIn \"Barclays Slashes Netflix Price Target: Why This Investor Says Disney Stock Is The Better Bet,\" Adam Eckert outlines the reason why Barclays analyst Kannan Venkateshwar lowered his price target for Netflix Inc.\"Why This DoorDash Analyst Is Lowering Their Price Target Following Amazon-Grubhub Deal,\" by Wayne Duggan,  explains why an analyst cut his price target for DoorDash Inc after Amazon.com Inc announced a new partnership with DoorDash competitor Grubhub.In \"This Taiwan Semiconductor Supplier Declares Pricing Hike Following Similar Moves By TSMC, Samsung And Others,\" Anusuya Lahiri writes about the potential impact of a key supplier to Taiwan Semiconductor Manufacturing Company Ltd hiking its prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073096128,"gmtCreate":1657246358964,"gmtModify":1676535978854,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073096128","repostId":"1168860128","repostType":4,"repost":{"id":"1168860128","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657240872,"share":"https://ttm.financial/m/news/1168860128?lang=&edition=fundamental","pubTime":"2022-07-08 08:41","market":"sg","language":"en","title":"Singapore Stocks to Watch: SPH Reit, Keppel Corp, Aspial, Maxi-Cash, TTJ","url":"https://stock-news.laohu8.com/highlight/detail?id=1168860128","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Jul 8):</p><p><b>SPH Reit </b>on Wednesday (Jul 6) announced that SPH chief financial officer Chua Hwee Song will resign from SPH, the real estate investment trust’s (Reit) sponsor on Friday.</p><p>According to a separate internal email seen by<i>The Business Times</i>, SPH said that he is leaving the company to pursue his personal interests.</p><p><b>KEPPEL</b> Seghers and the National Environment Agency (NEA) announced on Thursday (Jul 7) that they have signed a memorandum of understanding (MOU) to study the feasibility of carbon capture in local waste-to-energy (WTE) plants.</p><p>In a bourse filing, the environmental technology and infrastructure unit of Keppel Infrastructure said that the collaboration will leverage its experience and expertise in an earlier carbon-capture feasibility study, which it completed for UK’s Runcorn Energy-from-Waste plant.</p><p>Mainboard-listed <b>Aspial </b>Corp, controlling shareholder of Catalist-listed <b>Maxi-Cash</b> Financial Services Corp, plans to sell a group of businesses into the latter for at least $87.8 million.</p><p>The transaction, meant to consolidate the various jewellery brands under one listed entity, can be worth up to $99.8 million if subsequent earnings targets are met.</p><p>THC Venture announced in a bourse filing on Thursday (Jul 7) that it has extended the closing date of its privatisation offer for <b>TTJ Holdings </b>from Jul 8 to Jul 22.</p><p>As at Thursday 6 pm, the company had received valid acceptances from shareholders holding about 4.2 per cent of the shares.</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>Singapore Stocks to Watch: SPH Reit, Keppel Corp, Aspial, Maxi-Cash, TTJ</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\">\nSingapore Stocks to Watch: SPH Reit, Keppel Corp, Aspial, Maxi-Cash, TTJ\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\">2022-07-08 08:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Jul 8):</p><p><b>SPH Reit </b>on Wednesday (Jul 6) announced that SPH chief financial officer Chua Hwee Song will resign from SPH, the real estate investment trust’s (Reit) sponsor on Friday.</p><p>According to a separate internal email seen by<i>The Business Times</i>, SPH said that he is leaving the company to pursue his personal interests.</p><p><b>KEPPEL</b> Seghers and the National Environment Agency (NEA) announced on Thursday (Jul 7) that they have signed a memorandum of understanding (MOU) to study the feasibility of carbon capture in local waste-to-energy (WTE) plants.</p><p>In a bourse filing, the environmental technology and infrastructure unit of Keppel Infrastructure said that the collaboration will leverage its experience and expertise in an earlier carbon-capture feasibility study, which it completed for UK’s Runcorn Energy-from-Waste plant.</p><p>Mainboard-listed <b>Aspial </b>Corp, controlling shareholder of Catalist-listed <b>Maxi-Cash</b> Financial Services Corp, plans to sell a group of businesses into the latter for at least $87.8 million.</p><p>The transaction, meant to consolidate the various jewellery brands under one listed entity, can be worth up to $99.8 million if subsequent earnings targets are met.</p><p>THC Venture announced in a bourse filing on Thursday (Jul 7) that it has extended the closing date of its privatisation offer for <b>TTJ Holdings </b>from Jul 8 to Jul 22.</p><p>As at Thursday 6 pm, the company had received valid acceptances from shareholders holding about 4.2 per cent of the shares.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数","A30.SI":"利华控股","5UF.SI":"大兴当","SK6U.SI":"百利宫房地产投资信托","BN4.SI":"吉宝有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168860128","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Jul 8):SPH Reit on Wednesday (Jul 6) announced that SPH chief financial officer Chua Hwee Song will resign from SPH, the real estate investment trust’s (Reit) sponsor on Friday.According to a separate internal email seen byThe Business Times, SPH said that he is leaving the company to pursue his personal interests.KEPPEL Seghers and the National Environment Agency (NEA) announced on Thursday (Jul 7) that they have signed a memorandum of understanding (MOU) to study the feasibility of carbon capture in local waste-to-energy (WTE) plants.In a bourse filing, the environmental technology and infrastructure unit of Keppel Infrastructure said that the collaboration will leverage its experience and expertise in an earlier carbon-capture feasibility study, which it completed for UK’s Runcorn Energy-from-Waste plant.Mainboard-listed Aspial Corp, controlling shareholder of Catalist-listed Maxi-Cash Financial Services Corp, plans to sell a group of businesses into the latter for at least $87.8 million.The transaction, meant to consolidate the various jewellery brands under one listed entity, can be worth up to $99.8 million if subsequent earnings targets are met.THC Venture announced in a bourse filing on Thursday (Jul 7) that it has extended the closing date of its privatisation offer for TTJ Holdings from Jul 8 to Jul 22.As at Thursday 6 pm, the company had received valid acceptances from shareholders holding about 4.2 per cent of the shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079123879,"gmtCreate":1657159703691,"gmtModify":1676535961679,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079123879","repostId":"1154727164","repostType":4,"repost":{"id":"1154727164","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657155671,"share":"https://ttm.financial/m/news/1154727164?lang=&edition=fundamental","pubTime":"2022-07-07 09:01","market":"sg","language":"en","title":"Singapore Stocks to Watch: Yangzijiang Shipbuilding, SIIC, EC World Reit, Fortress Minerals","url":"https://stock-news.laohu8.com/highlight/detail?id=1154727164","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Thursday (Jul 7):YANGZIJIANGShipbuilding together with its subsidiaries, has clinched orders for 4 units of ","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Thursday (Jul 7):</p><p><b>YANGZIJIANG</b> <b>Shipbuilding</b> together with its subsidiaries, has clinched orders for 4 units of 8,000 TEU Liquefied Natural Gas dual-fuel containerships from repeat customer Pacific International Lines (PIL). This brings the total number of new orders secured this year to US$990 million, for 16 vessels.</p><p>The shipping company said on Wednesday (Jul 6) that the new ships will be delivered progressively in 2025.</p><p><b>MAINBOARD-LISTED </b><b>SIIC Environment</b> announced on Wednesday (Jul 6) that it will divest all its equity interest in waste treatment and incineration subsidiary Hongkong Navy New Energy (Dazhou) for RMB283.3 million (S$59.1 million)</p><p>In its bourse filing, the wastewater treatment company said that the purchaser, Sichuan SIIC Ecological Company, is not an “interested person” and that the consideration was determined after arm’s-length negotiations between both parties.</p><p><b>EC World real estate investment trust’s </b>(Reit) manager said on Wednesday (Jul 6) that it has successfully extended the maturity date of its outstanding onshore and offshore facilities to Apr 30, 2023.</p><p>The Reit’s manager noted that this would give it enough time to complete an ongoing refinancing exercise.</p><p>CATALIST-LISTED <b>Fortress Minerals </b>posted a 41.8 per cent decline in net profit after tax to US$4.2 million for its first quarter ended May 31, 2022, from US$7.2 million a year earlier.</p><p>Revenue for the quarter declined 15.5 per cent to US$14.6 million, down from US$17.3 million the year before.</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>Singapore Stocks to Watch: Yangzijiang Shipbuilding, SIIC, EC World Reit, Fortress Minerals</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\">\nSingapore Stocks to Watch: Yangzijiang Shipbuilding, SIIC, EC World Reit, Fortress Minerals\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\">2022-07-07 09:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Thursday (Jul 7):</p><p><b>YANGZIJIANG</b> <b>Shipbuilding</b> together with its subsidiaries, has clinched orders for 4 units of 8,000 TEU Liquefied Natural Gas dual-fuel containerships from repeat customer Pacific International Lines (PIL). This brings the total number of new orders secured this year to US$990 million, for 16 vessels.</p><p>The shipping company said on Wednesday (Jul 6) that the new ships will be delivered progressively in 2025.</p><p><b>MAINBOARD-LISTED </b><b>SIIC Environment</b> announced on Wednesday (Jul 6) that it will divest all its equity interest in waste treatment and incineration subsidiary Hongkong Navy New Energy (Dazhou) for RMB283.3 million (S$59.1 million)</p><p>In its bourse filing, the wastewater treatment company said that the purchaser, Sichuan SIIC Ecological Company, is not an “interested person” and that the consideration was determined after arm’s-length negotiations between both parties.</p><p><b>EC World real estate investment trust’s </b>(Reit) manager said on Wednesday (Jul 6) that it has successfully extended the maturity date of its outstanding onshore and offshore facilities to Apr 30, 2023.</p><p>The Reit’s manager noted that this would give it enough time to complete an ongoing refinancing exercise.</p><p>CATALIST-LISTED <b>Fortress Minerals </b>posted a 41.8 per cent decline in net profit after tax to US$4.2 million for its first quarter ended May 31, 2022, from US$7.2 million a year earlier.</p><p>Revenue for the quarter declined 15.5 per cent to US$14.6 million, down from US$17.3 million the year before.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OAJ.SI":"FORTRESS MINERALS LIMITED","BHK.SI":"上海实业环境","BS6.SI":"扬子江船业","BWCU.SI":"运通网城"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154727164","content_text":"THE following companies saw new developments that may affect trading of their securities on Thursday (Jul 7):YANGZIJIANG Shipbuilding together with its subsidiaries, has clinched orders for 4 units of 8,000 TEU Liquefied Natural Gas dual-fuel containerships from repeat customer Pacific International Lines (PIL). This brings the total number of new orders secured this year to US$990 million, for 16 vessels.The shipping company said on Wednesday (Jul 6) that the new ships will be delivered progressively in 2025.MAINBOARD-LISTED SIIC Environment announced on Wednesday (Jul 6) that it will divest all its equity interest in waste treatment and incineration subsidiary Hongkong Navy New Energy (Dazhou) for RMB283.3 million (S$59.1 million)In its bourse filing, the wastewater treatment company said that the purchaser, Sichuan SIIC Ecological Company, is not an “interested person” and that the consideration was determined after arm’s-length negotiations between both parties.EC World real estate investment trust’s (Reit) manager said on Wednesday (Jul 6) that it has successfully extended the maturity date of its outstanding onshore and offshore facilities to Apr 30, 2023.The Reit’s manager noted that this would give it enough time to complete an ongoing refinancing exercise.CATALIST-LISTED Fortress Minerals posted a 41.8 per cent decline in net profit after tax to US$4.2 million for its first quarter ended May 31, 2022, from US$7.2 million a year earlier.Revenue for the quarter declined 15.5 per cent to US$14.6 million, down from US$17.3 million the year before.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070513593,"gmtCreate":1657073279012,"gmtModify":1676535944786,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070513593","repostId":"1133674831","repostType":4,"repost":{"id":"1133674831","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657067503,"share":"https://ttm.financial/m/news/1133674831?lang=&edition=fundamental","pubTime":"2022-07-06 08:31","market":"sg","language":"en","title":"Singapore Stocks to watch: SIA, MCT, Hwa Hong","url":"https://stock-news.laohu8.com/highlight/detail?id=1133674831","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Wednesda","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Jul 6):</p><p><b>SINGAPORE Airlines</b> is adding frequencies and service points to Japan, Los Angeles, Paris and India by December, raising its group capacity to 81 per cent of pre-pandemic levels.</p><p>The mainboard-listed airline group said in a statement on Tuesday (Jul 5) that the increase in frequencies and service points is in response to strong demand for air travel as the northern winter season (Oct 30 to Mar 25, 2023) approaches. The group will monitor the demand for air travel and adjust its services accordingly, said JoAnn Tan, senior vice-president for marketing planning at SIA.</p><p><b>MAPLETREE Commercial Trust</b> announced in a bourse filing on Tuesday (Jul 5) that it has appointed formerOCBC : O39 -0.53%chief executive Samuel Tsien as a non-executive director of the manager of the real estate investment trust (Reit).</p><p>Concurrently, Tsien is a non-executive director of Mapletree Investments, the sponsor of MCT, and a member of the sponsor’s investment committee.</p><p>SHAREHOLDING directors of <b>Hwa Hong Corporation</b> are increasingly of the view that maximising shareholder value would be best achieved outside the timeline and constraints imposed by the general offer” made by Sanjuro United at S$0.40 per Hwa Hong share, said the company on Monday (Jul 4).</p><p>This comes ahead of theoffer’s closing deadline on Jul 6.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to watch: SIA, MCT, Hwa Hong</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\">\nSingapore Stocks to watch: SIA, MCT, Hwa Hong\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\">2022-07-06 08:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Jul 6):</p><p><b>SINGAPORE Airlines</b> is adding frequencies and service points to Japan, Los Angeles, Paris and India by December, raising its group capacity to 81 per cent of pre-pandemic levels.</p><p>The mainboard-listed airline group said in a statement on Tuesday (Jul 5) that the increase in frequencies and service points is in response to strong demand for air travel as the northern winter season (Oct 30 to Mar 25, 2023) approaches. The group will monitor the demand for air travel and adjust its services accordingly, said JoAnn Tan, senior vice-president for marketing planning at SIA.</p><p><b>MAPLETREE Commercial Trust</b> announced in a bourse filing on Tuesday (Jul 5) that it has appointed formerOCBC : O39 -0.53%chief executive Samuel Tsien as a non-executive director of the manager of the real estate investment trust (Reit).</p><p>Concurrently, Tsien is a non-executive director of Mapletree Investments, the sponsor of MCT, and a member of the sponsor’s investment committee.</p><p>SHAREHOLDING directors of <b>Hwa Hong Corporation</b> are increasingly of the view that maximising shareholder value would be best achieved outside the timeline and constraints imposed by the general offer” made by Sanjuro United at S$0.40 per Hwa Hong share, said the company on Monday (Jul 4).</p><p>This comes ahead of theoffer’s closing deadline on Jul 6.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司","N2IU.SI":"丰树商业信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133674831","content_text":"THE following companies saw new developments that may affect trading of their securities on Wednesday (Jul 6):SINGAPORE Airlines is adding frequencies and service points to Japan, Los Angeles, Paris and India by December, raising its group capacity to 81 per cent of pre-pandemic levels.The mainboard-listed airline group said in a statement on Tuesday (Jul 5) that the increase in frequencies and service points is in response to strong demand for air travel as the northern winter season (Oct 30 to Mar 25, 2023) approaches. The group will monitor the demand for air travel and adjust its services accordingly, said JoAnn Tan, senior vice-president for marketing planning at SIA.MAPLETREE Commercial Trust announced in a bourse filing on Tuesday (Jul 5) that it has appointed formerOCBC : O39 -0.53%chief executive Samuel Tsien as a non-executive director of the manager of the real estate investment trust (Reit).Concurrently, Tsien is a non-executive director of Mapletree Investments, the sponsor of MCT, and a member of the sponsor’s investment committee.SHAREHOLDING directors of Hwa Hong Corporation are increasingly of the view that maximising shareholder value would be best achieved outside the timeline and constraints imposed by the general offer” made by Sanjuro United at S$0.40 per Hwa Hong share, said the company on Monday (Jul 4).This comes ahead of theoffer’s closing deadline on Jul 6.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9902836601,"gmtCreate":1659666648606,"gmtModify":1705301706263,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902836601","repostId":"1139151693","repostType":4,"repost":{"id":"1139151693","kind":"news","pubTimestamp":1659664618,"share":"https://ttm.financial/m/news/1139151693?lang=&edition=fundamental","pubTime":"2022-08-05 09:56","market":"us","language":"en","title":"The SPY's Risk-Premium Spells Danger","url":"https://stock-news.laohu8.com/highlight/detail?id=1139151693","media":"Seeking Alpha","summary":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield cur","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500&#39;s risk-premium spells danger.</li><li>The market&#39;s enthusiasm about the receding yield curve is dangerous.</li><li>Macroeconomic factors aren&#39;t conducive to another expansionary monetary policy cycle.</li><li>Don&#39;t confuse lagging economic indicators with future influencing factors.</li><li>Although valuations and technical levels are appealing, we think they form a trap.</li></ul><p>In our previous article, we formulated a bearish case on the SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&amp;P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.</p><p>For the purpose of this article, we&#39;ll once again assume the SPY and S&amp;P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).</p><p><img src=\"https://static.tigerbbs.com/0c02a2058184bddff18a8f86784b525a\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>SPY Risk Premium Analysis</b></p><p>The data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).</p><p>I combined the data to formulate a risk premium explaining the S&amp;P 500&#39;s expected return. The whole &#39;recipe&#39; can be found via this link if you&#39;re interested in dissecting the formula.</p><p>Remember that the risk premium is the return investors demand for the risk they&#39;re willing to take. Here&#39;s what I discovered by observing the latest quarterly shift in the S&amp;P 500&#39;s risk-premium.</p><ol><li>Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.</li><li>Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.</li><li>Amid the economy&#39;s contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.</li><li>Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.</li></ol><p><img src=\"https://static.tigerbbs.com/043cebc8af2ab170153f6ff1180f5ae8\" tg-width=\"623\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha, FactSet, YCharts, Gurufocus</p><table><tbody><tr></tr></tbody></table><p>Before I delve into what the quantitative metrics tell us, I&#39;d like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.</p><p><img src=\"https://static.tigerbbs.com/c8901cf5b842a2fefc00859aa8259bde\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>SPLVdata byYCharts</p><p>Okay, so let&#39;s get into a more comprehensive analysis of the quantitative metrics.</p><p>It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.</p><p>These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we&#39;ve all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.</p><p>Although the market&#39;s priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.</p><p>Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There&#39;s uncertainty in future interest rates policy.</p><p><img src=\"https://static.tigerbbs.com/55fdfc3c3774fc562d18eeafb426c9b2\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>VIXdata byYChartsQualitative Overlay</p><p>This section might be a tad subjective, but it&#39;s just my take on the recent bounce and related factors such as the broader economy and 2020&#39;s bear market.</p><p>Firstly, I&#39;ve seen many investors compare this bear market to 2020. However, there&#39;s no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.</p><p>As of now, expansionary policy can&#39;t be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020&#39;s bear market are slightly invalid.</p><p><img src=\"https://static.tigerbbs.com/79aa8c9ea779e11114a0458e2e40036f\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Unemployment Ratedata byYCharts</p><p>Now moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.</p><p>The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.</p><p>Furthermore, there&#39;s been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we&#39;ll see pressure being put on corporate and household balance sheets.</p><p><img src=\"https://static.tigerbbs.com/d3879ebca11df5ab08c1a77c3efa21d8\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Household Financial Obligationsdata by YCharts</p><p>Lastly, there seems to be a&#34;wealth effect&#34;settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I&#39;ve repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.</p><p>I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it&#39;s assumed that the market&#39;s P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won&#39;t be too sure.</p><p><b>A Few Positives</b></p><p>Although I&#39;ve already mentioned a few positives, it&#39;s necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&amp;P 500&#39;s P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you&#39;re a value investor, you&#39;d probably be very bullish right now.</p><p><img src=\"https://static.tigerbbs.com/d7de72c0d17cb72df13b25f9d48dae60\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>S&amp;P 500 P/E Ratiodata by YCharts</p><p>Furthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you&#39;re a believer in looking at past prices to predict future prices, you&#39;ll also be smiling.</p><p><img src=\"https://static.tigerbbs.com/5629362eabd59d0c194688b9e3d049f1\" tg-width=\"640\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Concluding Thoughts</b></p><p>Collectively, we don&#39;t like the S&amp;P 500&#39;s risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&amp;P 500 stocks and their dividend yields could fade soon.</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>The SPY's Risk-Premium Spells Danger</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe SPY's Risk-Premium Spells Danger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4529599-spy-risk-premium-assessed><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle...</p>\n\n<a href=\"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139151693","content_text":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle.Don't confuse lagging economic indicators with future influencing factors.Although valuations and technical levels are appealing, we think they form a trap.In our previous article, we formulated a bearish case on the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.For the purpose of this article, we'll once again assume the SPY and S&P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).Seeking AlphaSPY Risk Premium AnalysisThe data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).I combined the data to formulate a risk premium explaining the S&P 500's expected return. The whole 'recipe' can be found via this link if you're interested in dissecting the formula.Remember that the risk premium is the return investors demand for the risk they're willing to take. Here's what I discovered by observing the latest quarterly shift in the S&P 500's risk-premium.Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.Amid the economy's contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.Source: Seeking Alpha, FactSet, YCharts, GurufocusBefore I delve into what the quantitative metrics tell us, I'd like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.SPLVdata byYChartsOkay, so let's get into a more comprehensive analysis of the quantitative metrics.It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we've all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.Although the market's priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There's uncertainty in future interest rates policy.VIXdata byYChartsQualitative OverlayThis section might be a tad subjective, but it's just my take on the recent bounce and related factors such as the broader economy and 2020's bear market.Firstly, I've seen many investors compare this bear market to 2020. However, there's no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.As of now, expansionary policy can't be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020's bear market are slightly invalid.US Unemployment Ratedata byYChartsNow moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.Furthermore, there's been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we'll see pressure being put on corporate and household balance sheets.US Household Financial Obligationsdata by YChartsLastly, there seems to be a\"wealth effect\"settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I've repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it's assumed that the market's P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won't be too sure.A Few PositivesAlthough I've already mentioned a few positives, it's necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&P 500's P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you're a value investor, you'd probably be very bullish right now.S&P 500 P/E Ratiodata by YChartsFurthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you're a believer in looking at past prices to predict future prices, you'll also be smiling.Seeking AlphaConcluding ThoughtsCollectively, we don't like the S&P 500's risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&P 500 stocks and their dividend yields could fade soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048239485,"gmtCreate":1656210096847,"gmtModify":1676535785477,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048239485","repostId":"1191010488","repostType":4,"repost":{"id":"1191010488","kind":"news","pubTimestamp":1656202469,"share":"https://ttm.financial/m/news/1191010488?lang=&edition=fundamental","pubTime":"2022-06-26 08:14","market":"us","language":"en","title":"Warren Buffett's 4 Rules for Investing in a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1191010488","media":"Motley Fool","summary":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as theS&P 500 was on its way to a 35% dipthat bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs,Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it m","content":"<html><head></head><body><p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&amp;P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he&#39;s managed through 12 more bear markets not including this one.</p><p>Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it&#39;s Buffett.</p><p>So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett&#39;s famous rules for investing in a bear market.</p><p>1. Buy quality merchandise on sale</p><blockquote><i>&#34;Whether we&#39;re talking about socks or stocks, I like buying quality merchandise when it is marked down.&#34;</i></blockquote><p>Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.</p><p>As an example, Buffett&#39;s response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway&#39;s portfolio, Buffett bought another 3.78 million shares.</p><p>You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.</p><p>2. Hold forever</p><blockquote><i>&#34;Our favorite holding period is forever.&#34;</i></blockquote><p>When you buy stocks you&#39;d like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don&#39;t have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.</p><p>3. Stay calm</p><blockquote><i>&#34;The most important quality for an investor is temperament, not intellect.&#34;</i></blockquote><p>It&#39;s normal and useful to second-guess your &#34;hold forever&#34; plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.</p><p>The distinction you must make is whether circumstances have changed permanently or temporarily. And that&#39;s easier to do when you can analyze what&#39;s happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that&#39;s sure to dampen your long-term returns.</p><p>4. Keep your distance</p><p>Buffett said this when asked what advice he had for investors in tough markets:<i>&#34;I would tell them: Don&#39;t watch the market too closely.&#34;</i></p><p>Let&#39;s say you&#39;re confident that your &#34;hold forever&#34; stocks can withstand a temporary bear market. And for that reason, you&#39;re not going to react to falling share prices. In that scenario, what&#39;s the benefit of tracking every bump along the way? There isn&#39;t one.</p><p>It&#39;s OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.</p><p>Buy or do nothing</p><p>When a bear market sets in, you&#39;ll see Buffett mostly buy or hold. If you&#39;re questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.</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>Warren Buffett's 4 Rules for Investing in a Bear Market</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\">\nWarren Buffett's 4 Rules for Investing in a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191010488","content_text":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett's famous rules for investing in a bear market.1. Buy quality merchandise on sale\"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.\"Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.As an example, Buffett's response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway's portfolio, Buffett bought another 3.78 million shares.You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.2. Hold forever\"Our favorite holding period is forever.\"When you buy stocks you'd like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don't have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.3. Stay calm\"The most important quality for an investor is temperament, not intellect.\"It's normal and useful to second-guess your \"hold forever\" plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.The distinction you must make is whether circumstances have changed permanently or temporarily. And that's easier to do when you can analyze what's happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that's sure to dampen your long-term returns.4. Keep your distanceBuffett said this when asked what advice he had for investors in tough markets:\"I would tell them: Don't watch the market too closely.\"Let's say you're confident that your \"hold forever\" stocks can withstand a temporary bear market. And for that reason, you're not going to react to falling share prices. In that scenario, what's the benefit of tracking every bump along the way? There isn't one.It's OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.Buy or do nothingWhen a bear market sets in, you'll see Buffett mostly buy or hold. If you're questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045481932,"gmtCreate":1656641911526,"gmtModify":1676535869971,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045481932","repostId":"2248856462","repostType":4,"repost":{"id":"2248856462","kind":"highlight","pubTimestamp":1656630900,"share":"https://ttm.financial/m/news/2248856462?lang=&edition=fundamental","pubTime":"2022-07-01 07:15","market":"us","language":"en","title":"The S&P 500 Had Its Worst First Half Since 1970. What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2248856462","media":"Barrons","summary":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many inv","content":"<html><head></head><body><p>The S&amp;P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.</p><p>In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&amp;P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.</p><p>Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&amp;P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.</p><p>Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.</p><p>With its 20.6% loss year to date, the S&amp;P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.</p><p>Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.</p><p>Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.</p><p>Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&amp;P 500 have fallen 33%, while communications services are down 30%.</p><p>Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&amp;P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/c4e2b054b20b2cf34312e2f14d032869\" tg-width=\"996\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.</p><p>As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.</p><p>The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.</p><p>“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&amp;P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.</p><p>Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&amp;P 500 could bottom as low as 3000 in a worst-case scenario.</p><p>If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.</p><p>Indeed, during previous years when the S&amp;P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.</p><p>Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&amp;P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.</p><p>Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.</p><p>Although Citi has lowered its year-end target for the S&amp;P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Had Its Worst First Half Since 1970. What Comes Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 Had Its Worst First Half Since 1970. What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-sp500-1970-outlook-51656620380?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248856462","content_text":"The S&P 500 has posted its worst first half of a year since Richard Nixon’s presidency, and many investors worry it has yet to hit bottom.In the first six months of 2022, the widely followed large-cap index has tumbled 20.6% amid expectations of high inflation and a hawkish Federal Reserve, whose rate-hike plans could push the U.S. economy into recession. The last time the S&P 500 fell this much in the first half was in 1970, according to Dow Jones markets data.Investor sentiment has tumbled along with stock prices, and many market analysts expect the S&P 500 to slide some more.The 12 bear markets since World War II—not including the current one—lasted an average of 10 months from market peak to trough, with an average drop of 34%.If the current bear market were to follow this pattern, it wouldn’t hit bottom until October.Even so, a rebound, when it comes, could be dramatic. Markets tend to perform the best when investors are the gloomiest.With its 20.6% loss year to date, the S&P 500 posted its fourth-worst first-half performance on record, only behind 1932, 1962, and 1970, when it lost 45.4%, 23.5%, and 21.0%, respectively.Other corners of the stock market are suffering even more. The small-cap benchmark Russell 2000 indexis down 24% year to date, its worst first half since inception in 1984. That is a much larger drop than the previous records—the 14% fall in the first half of 2020 due to the pandemic shock and the 10% loss in the first half of 2008 amid the global financial crisis.Meanwhile, the tech-heavy Nasdaq Composite has plunged 29.5% year to date, also the worst first half of a year on record since its inception in 1971. The sharp fall has outpaced the 25% drop in the first half of 2002 at the height of the dot-com bubble burst, and the 24% loss in the first half of 1973 after the U.S. stopped exchanging dollars for gold and saw a prolonged period of inflation.Tech companies are experiencing a particularly steep dive, but there is hardly any corner of refuge in the stock market. The recession fear has pushed 10 out of 11 sectors into the red territory, led by consumer discretionary and communication services—things people often cut first when they need to tighten the belt. Consumer discretionary stocks in the S&P 500 have fallen 33%, while communications services are down 30%.Energy stocks were the only ones that posted gains in the first half on the back of soaring oil prices, but even that sector has lost its momentum since June. Although energy companies are still pocketing record profits today, traders are quite aware that a recession would drag down demand, curb oil prices, and cut into their earnings. The S&P 500’s energy sector has tumbled 22% in the past three weeks, but still trades 28% higher than where it was at the beginning of the year.Although the overall market has performed better in the past two weeks, many are worried that things could take a worse turn in the second half of the year.As of last week, 59% of investors were bearish about where the market is heading in the next six months, only 18% were bullish, according to a weekly sentiment survey from the American Association of Individual Investors. The bearish reading was the sixth highest since the survey started in 1987. At the beginning of June, just 37% were bearish while 32% remained bullish.The fear of a lower market is largely due to anticipations of weaker earnings in the coming months. According to Bank of America’s global fund manager survey in June, 72% of investors expect global profits to worsen over the next 12 months, up 6 percentage points from May and the highest level since September 2008. Investors are telling companies to “play it safe” and strengthen their balance sheets, rather than increase capital expenditure or deliver share buybacks.“The bear market will not be over until recession arrives or the risk of one is extinguished,” wrote Morgan Stanley chief U.S. equity strategist Mike Wilson last week. A full-fledged recession could push the S&P 500 to bottom near 2900, or more than 23% below its current level, according to Wilson.Other Wall Street giants have similar expectations. Goldman Sachs strategists said stocks are only pricing in a modest recession, leaving them open to a further worsening in expectations. Bank of America said the S&P 500 could bottom as low as 3000 in a worst-case scenario.If there is any silver lining to these dim expectations, it’s worth noting that investor sentiment is often a contrarian indicator. Historically, unusually bearish sentiment—a sign of fearand cautious behaviors—tends to be followed by above-average market returns, while overly bullish sentiment—a sign of greed and risk taking—is often followed by below-average returns.Indeed, during previous years when the S&P 500 was down at least 15% at the midway point of the year, the index has finished higher in the final six months every single time, with an average return of nearly 24%. “Although most investors probably don’t feel like that is possible in 2022, just remember history says a surprise bullish move is possible,” wrote LPL Financial chief market strategist Ryan Detrick last week.Citianalysts, for one, believe the second half of the year could bring “low double digit upside” gains in the S&P 500. The market has mostly priced in the Fed’s planned rate hikes and their effects on stock valuations, wrote the analysts in a research note last week. Any signs of economic slowdown could help alleviate concerns about inflation and more hawkish Fed moves.Meanwhile, they believe that companies should have enough pricing power to pass the rising costs to consumers, which means margins might hold up better than expected. “Better-than-feared earnings and signs of peaking rates, combined with bearish investor positioning, support a positive [second half] risk/reward set up,” they wrote.Although Citi has lowered its year-end target for the S&P 500 to 4200 from 4700, it’s still much higher than many of its peers. The index finished at 3785.38 points after Thursday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086507173,"gmtCreate":1650466975950,"gmtModify":1676534730798,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086507173","repostId":"1137039495","repostType":4,"repost":{"id":"1137039495","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650462677,"share":"https://ttm.financial/m/news/1137039495?lang=&edition=fundamental","pubTime":"2022-04-20 21:51","market":"us","language":"en","title":"IMAB Surged Nearly 10% in Morning Trading for Considering A Stake Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1137039495","media":"Tiger Newspress","summary":"IMAB surged nearly 10% in morning trading for considering a stake sale.The company is working with a","content":"<html><head></head><body><p>IMAB surged nearly 10% in morning trading for considering a stake sale.<img src=\"https://static.tigerbbs.com/06a34afec5dc1870cd2eae47a5527cb7\" tg-width=\"763\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>The company is working with advisers on strategic reviews upon receiving buyout interest from several US- and Europe-based pharmaceutical companies. It is also possible that the company would consider a stake sale linked to partnerships.</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>IMAB Surged Nearly 10% in Morning Trading for Considering A Stake Sale</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\">\nIMAB Surged Nearly 10% in Morning Trading for Considering A Stake Sale\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\">2022-04-20 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>IMAB surged nearly 10% in morning trading for considering a stake sale.<img src=\"https://static.tigerbbs.com/06a34afec5dc1870cd2eae47a5527cb7\" tg-width=\"763\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>The company is working with advisers on strategic reviews upon receiving buyout interest from several US- and Europe-based pharmaceutical companies. It is also possible that the company would consider a stake sale linked to partnerships.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IMAB":"天境生物"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137039495","content_text":"IMAB surged nearly 10% in morning trading for considering a stake sale.The company is working with advisers on strategic reviews upon receiving buyout interest from several US- and Europe-based pharmaceutical companies. It is also possible that the company would consider a stake sale linked to partnerships.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007896429,"gmtCreate":1642818507802,"gmtModify":1676533749997,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007896429","repostId":"2205302378","repostType":4,"repost":{"id":"2205302378","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642800688,"share":"https://ttm.financial/m/news/2205302378?lang=&edition=fundamental","pubTime":"2022-01-22 05:31","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide","url":"https://stock-news.laohu8.com/highlight/detail?id=2205302378","media":"Reuters","summary":"* Netflix plunges, weighs on Disney, media stocks* S&P 500, Nasdaq have biggest weekly drops since March 2020* Focus turning to Fed meeting for clarity on policy* Indexes down: Dow 1.3%, S&P 1.89%, Na","content":"<html><head></head><body><p>* Netflix plunges, weighs on Disney, media stocks</p><p>* S&amp;P 500, Nasdaq have biggest weekly drops since March 2020</p><p>* Focus turning to Fed meeting for clarity on policy</p><p>* Indexes down: Dow 1.3%, S&amp;P 1.89%, Nasdaq 2.72%</p><p>Jan 21 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&amp;P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.</p><p>The benchmark S&amp;P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.</p><p>Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.</p><p>Netflix    shares tumbled 21.8%, weighing on the S&amp;P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.</p><p>&#34;It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. &#34;It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.&#34;</p><p>The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&amp;P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.</p><p>For the week, the S&amp;P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.</p><p>The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.</p><p>The S&amp;P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.</p><p>&#34;When markets get like they&#39;ve gotten this week, the emotion is what takes over,&#34; said Jim Paulsen, chief investment strategist at The Leuthold Group. &#34;Until it finds support, no <a href=\"https://laohu8.com/S/AONE.U\">one</a>&#39;s going care about anything fundamental.&#34;</p><p>Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.</p><p>Investors are keenly focused on next week&#39;s Fed meeting for more clarity on the central bank&#39;s plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.</p><p>“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.</p><p>Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.</p><p>About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.</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>US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide</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\">\nUS STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide\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\">2022-01-22 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Netflix plunges, weighs on Disney, media stocks</p><p>* S&amp;P 500, Nasdaq have biggest weekly drops since March 2020</p><p>* Focus turning to Fed meeting for clarity on policy</p><p>* Indexes down: Dow 1.3%, S&amp;P 1.89%, Nasdaq 2.72%</p><p>Jan 21 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&amp;P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.</p><p>The benchmark S&amp;P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.</p><p>Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.</p><p>Netflix    shares tumbled 21.8%, weighing on the S&amp;P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.</p><p>&#34;It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. &#34;It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.&#34;</p><p>The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&amp;P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.</p><p>For the week, the S&amp;P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.</p><p>The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.</p><p>The S&amp;P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.</p><p>&#34;When markets get like they&#39;ve gotten this week, the emotion is what takes over,&#34; said Jim Paulsen, chief investment strategist at The Leuthold Group. &#34;Until it finds support, no <a href=\"https://laohu8.com/S/AONE.U\">one</a>&#39;s going care about anything fundamental.&#34;</p><p>Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.</p><p>Investors are keenly focused on next week&#39;s Fed meeting for more clarity on the central bank&#39;s plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.</p><p>“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.</p><p>Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.</p><p>About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","HUT":"Hut 8 Mining Corp","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓",".DJI":"道琼斯","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","BK4566":"资本集团",".SPX":"S&P 500 Index","BK4524":"宅经济概念","NFLX":"奈飞","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4551":"寇图资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205302378","content_text":"* Netflix plunges, weighs on Disney, media stocks* S&P 500, Nasdaq have biggest weekly drops since March 2020* Focus turning to Fed meeting for clarity on policy* Indexes down: Dow 1.3%, S&P 1.89%, Nasdaq 2.72%Jan 21 (Reuters) - Wall Street's main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.The benchmark S&P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.Netflix    shares tumbled 21.8%, weighing on the S&P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.\"It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. \"It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.\"The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.For the week, the S&P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.The S&P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.\"When markets get like they've gotten this week, the emotion is what takes over,\" said Jim Paulsen, chief investment strategist at The Leuthold Group. \"Until it finds support, no one's going care about anything fundamental.\"Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.Investors are keenly focused on next week's Fed meeting for more clarity on the central bank's plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.The S&P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079123879,"gmtCreate":1657159703691,"gmtModify":1676535961679,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079123879","repostId":"1154727164","repostType":4,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908557089,"gmtCreate":1659406428441,"gmtModify":1705980028959,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908557089","repostId":"1117279881","repostType":4,"repost":{"id":"1117279881","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659401393,"share":"https://ttm.financial/m/news/1117279881?lang=&edition=fundamental","pubTime":"2022-08-02 08:49","market":"sg","language":"en","title":"Singapore Stocks to watch: Jiutian Chemical, Keppel O&M, Great Eastern, Centurion","url":"https://stock-news.laohu8.com/highlight/detail?id=1117279881","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Aug 2):JIUTIAN Chemical Group is expecting to report a \"significant increase\" in consolidated net p","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Aug 2):</p><p><b>JIUTIAN Chemical Group </b>is expecting to report a &#34;significant increase&#34; in consolidated net profit for the half year ended Jun 30, due to a rise in the average selling price of its main products.</p><p>In a regulatory filing on Monday (Aug 1), the Catalist-listed chemical company said it has continued to experience “strong” demand for its main products of dimethylformamide and methylamine, as China’s post-Covid-19 economic recovery gathers momentum.</p><p><b>KEPPEL Offshore &amp; Marine </b>(O&amp;M), through its wholly-owned subsidiaries, Keppel AmFELS, Inc (Keppel AmFELS) and Keppel Shipyard Ltd (Keppel Shipyard), has been awarded contracts worth around S$75 million for the refurbishment and completion of 2 floating production units.</p><p>The first contract is by Keppel AmFELS with Salamanca FPS Infra, LLC for the refurbishment of a floating production unit to be operated by LLOG Exploration Offshore, LLC, a private exploration and production company in the United States.</p><p><b>GREAT Eastern’</b>s profit attributable to shareholders rose 22 per cent to S$282.9 million for the second quarter ended Jun 30, from S$232.3 million in the same period a year ago.</p><p>This was mainly due to higher operating profit from the insurance business, which grew 19 per cent year on year to S$174.1 million, from S$146.9 million, the insurance arm of OCBC said on Tuesday (Aug 2).</p><p><b>Centurion Corporation</b> said on Monday (Aug 1) that it is expecting a &#34;substantial increase&#34; in net profit for the half year ended Jun 30, 2022.</p><p>In a bourse filing, Centurion said the group is expected to record a “substantial increase” in the net profit attributable to equity holders of the company for H1 2022 “by not less than 250 per cent.” This is as compared to a net profit of S$17.2 million for the year-ago period, it added.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to watch: Jiutian Chemical, Keppel O&M, Great Eastern, Centurion</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\">\nSingapore Stocks to watch: Jiutian Chemical, Keppel O&M, Great Eastern, Centurion\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\">2022-08-02 08:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Aug 2):</p><p><b>JIUTIAN Chemical Group </b>is expecting to report a &#34;significant increase&#34; in consolidated net profit for the half year ended Jun 30, due to a rise in the average selling price of its main products.</p><p>In a regulatory filing on Monday (Aug 1), the Catalist-listed chemical company said it has continued to experience “strong” demand for its main products of dimethylformamide and methylamine, as China’s post-Covid-19 economic recovery gathers momentum.</p><p><b>KEPPEL Offshore &amp; Marine </b>(O&amp;M), through its wholly-owned subsidiaries, Keppel AmFELS, Inc (Keppel AmFELS) and Keppel Shipyard Ltd (Keppel Shipyard), has been awarded contracts worth around S$75 million for the refurbishment and completion of 2 floating production units.</p><p>The first contract is by Keppel AmFELS with Salamanca FPS Infra, LLC for the refurbishment of a floating production unit to be operated by LLOG Exploration Offshore, LLC, a private exploration and production company in the United States.</p><p><b>GREAT Eastern’</b>s profit attributable to shareholders rose 22 per cent to S$282.9 million for the second quarter ended Jun 30, from S$232.3 million in the same period a year ago.</p><p>This was mainly due to higher operating profit from the insurance business, which grew 19 per cent year on year to S$174.1 million, from S$146.9 million, the insurance arm of OCBC said on Tuesday (Aug 2).</p><p><b>Centurion Corporation</b> said on Monday (Aug 1) that it is expecting a &#34;substantial increase&#34; in net profit for the half year ended Jun 30, 2022.</p><p>In a bourse filing, Centurion said the group is expected to record a “substantial increase” in the net profit attributable to equity holders of the company for H1 2022 “by not less than 250 per cent.” This is as compared to a net profit of S$17.2 million for the year-ago period, it added.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OU8.SI":"胜捷企业有限公司","G07.SI":"大东方控股","C8R.SI":"九天化工","BN4.SI":"吉宝有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117279881","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Aug 2):JIUTIAN Chemical Group is expecting to report a \"significant increase\" in consolidated net profit for the half year ended Jun 30, due to a rise in the average selling price of its main products.In a regulatory filing on Monday (Aug 1), the Catalist-listed chemical company said it has continued to experience “strong” demand for its main products of dimethylformamide and methylamine, as China’s post-Covid-19 economic recovery gathers momentum.KEPPEL Offshore & Marine (O&M), through its wholly-owned subsidiaries, Keppel AmFELS, Inc (Keppel AmFELS) and Keppel Shipyard Ltd (Keppel Shipyard), has been awarded contracts worth around S$75 million for the refurbishment and completion of 2 floating production units.The first contract is by Keppel AmFELS with Salamanca FPS Infra, LLC for the refurbishment of a floating production unit to be operated by LLOG Exploration Offshore, LLC, a private exploration and production company in the United States.GREAT Eastern’s profit attributable to shareholders rose 22 per cent to S$282.9 million for the second quarter ended Jun 30, from S$232.3 million in the same period a year ago.This was mainly due to higher operating profit from the insurance business, which grew 19 per cent year on year to S$174.1 million, from S$146.9 million, the insurance arm of OCBC said on Tuesday (Aug 2).Centurion Corporation said on Monday (Aug 1) that it is expecting a \"substantial increase\" in net profit for the half year ended Jun 30, 2022.In a bourse filing, Centurion said the group is expected to record a “substantial increase” in the net profit attributable to equity holders of the company for H1 2022 “by not less than 250 per cent.” This is as compared to a net profit of S$17.2 million for the year-ago period, it added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072635889,"gmtCreate":1658023863541,"gmtModify":1676536094824,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072635889","repostId":"2251841965","repostType":4,"repost":{"id":"2251841965","kind":"highlight","pubTimestamp":1658022733,"share":"https://ttm.financial/m/news/2251841965?lang=&edition=fundamental","pubTime":"2022-07-17 09:52","market":"us","language":"en","title":"Is the New Netflix-Microsoft Partnership a Massive Mistake?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251841965","media":"Motley Fool","summary":"Microsoft will power Netflix's ads, but the competition will be stiff.","content":"<html><head></head><body><p><b>Microsoft</b> (MSFT 1.04%) has signed a deal with <b>Netflix</b> (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer&#39;s upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.</p><p>Still, for both companies, the risks of failure can&#39;t be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there&#39;s a chance they both might have bitten off more than they can chew.</p><p><img src=\"https://static.tigerbbs.com/cbf031077a10148043ed57861a913572\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Why not Google or Meta?</h2><p>When talking about advertising in the internet age, <b>Alphabet</b>&#39;s Google and <b>Meta</b> are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.</p><p>Of course, Microsoft has never presented itself as an advertising-driven operation -- it&#39;s always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.</p><p>Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google&#39;s YouTube serves 1 billion hours of content each day, while Meta&#39;s Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn&#39;t Netflix choose to partner with Google or Meta?</p><h2>The need for control</h2><p>Neither Microsoft nor Netflix have provided specifics about the tie-up, so it&#39;s unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix&#39;s press release discussing the arrangement, there may be a clue: Netflix wants control.</p><p>&#34;Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,&#34; Netflix stated. &#34;More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.&#34;</p><p>Reading between the lines, Netflix seems to suggest it doesn&#39;t yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It&#39;s also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.</p><h2>Are the trade-offs worth it?</h2><p>Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it&#39;s not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it&#39;s also the relationships associated with that revenue. It&#39;s almost inevitable that the larger the ad network, the more connections it has with marketers.</p><p>For Netflix -- a company that&#39;s literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they&#39;re shown the same carousel of ads over and again while binging <i>Stranger Thing</i>s. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix&#39;s needs?</p><p>As things stand, many details of Netflix&#39;s ad-supported plan are still vague, so it&#39;s possible a lot of these concerns may be addressed in the company&#39;s upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they&#39;re tied to Microsoft. After all, if the streamer wants &#34;flexibility,&#34; part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.</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 the New Netflix-Microsoft Partnership a Massive Mistake?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the New Netflix-Microsoft Partnership a Massive Mistake?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4577":"网络游戏","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4581":"高盛持仓","NGD":"New Gold","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞","BK4548":"巴美列捷福持仓","MSFT":"微软","BK4017":"黄金","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4570":"地缘局势概念股","BK4507":"流媒体概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251841965","content_text":"Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.Still, for both companies, the risks of failure can't be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there's a chance they both might have bitten off more than they can chew.Image source: Getty Images.Why not Google or Meta?When talking about advertising in the internet age, Alphabet's Google and Meta are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.Of course, Microsoft has never presented itself as an advertising-driven operation -- it's always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google's YouTube serves 1 billion hours of content each day, while Meta's Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn't Netflix choose to partner with Google or Meta?The need for controlNeither Microsoft nor Netflix have provided specifics about the tie-up, so it's unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix's press release discussing the arrangement, there may be a clue: Netflix wants control.\"Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,\" Netflix stated. \"More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.\"Reading between the lines, Netflix seems to suggest it doesn't yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It's also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.Are the trade-offs worth it?Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it's not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it's also the relationships associated with that revenue. It's almost inevitable that the larger the ad network, the more connections it has with marketers.For Netflix -- a company that's literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they're shown the same carousel of ads over and again while binging Stranger Things. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix's needs?As things stand, many details of Netflix's ad-supported plan are still vague, so it's possible a lot of these concerns may be addressed in the company's upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they're tied to Microsoft. After all, if the streamer wants \"flexibility,\" part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071800517,"gmtCreate":1657505470539,"gmtModify":1676536015680,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071800517","repostId":"1145594046","repostType":4,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022067877,"gmtCreate":1653444133699,"gmtModify":1676535283759,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022067877","repostId":"1129772013","repostType":4,"repost":{"id":"1129772013","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1653439749,"share":"https://ttm.financial/m/news/1129772013?lang=&edition=fundamental","pubTime":"2022-05-25 08:49","market":"sg","language":"en","title":"Singapore Stocks To Watch: ESR-Logos Reit, Straco, Nordic, Japan Foods","url":"https://stock-news.laohu8.com/highlight/detail?id=1129772013","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Wednesda","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (May 25):</p><p><a href=\"https://laohu8.com/S/J91U.SI\">ESR-Logos Reit</a>: ESR-LOGOS REIT&#39;s manager announced that it has entered into an agreement to divest 3 Sanitarium Drive, Berkeley Vale, New South Wales, Australia to Australasian Conference Association Limited for $53.4 million (A$55.0 million) (excluding divestment costs and applicable goods and services tax). </p><p>The agreed sale price represents an 18.5% premium to the fair value of the property of $45.1 million (A$46.4 million) and is 61.8% above its purchase price of $33.0 million (A$34.0 million). The net proceeds from the divestment will be deployed to repay outstanding borrowings, finance upcoming asset enhancements and/or fund general working capital requirements.</p><p><a href=\"https://laohu8.com/S/S58.SI\">Straco</a>: For the 1QFY2022 ended March, the company reported a wider loss of $2.96 million, vs red ink of $658,700 in the year earlier period.</p><p>Revenue in the same period was down 40.3% y-o-y to $4.8 million, as its various attractions suffered from suspensions imposed by authorities trying to curb the pandemic.</p><p><a href=\"https://laohu8.com/S/MR7.SI\">Nordic</a>: NORDIC Group said its subsidiary Avitools Singapore will be acquiring a precision-machining and turnkey-manufacturing services company for S$10 million, as the group announced separately that it has clinched S$19 million in contracts.</p><p>In a bourse filing on the proposed acquisition of Eratech on Tuesday (May 24), the systems-integration solutions provider said Avitools Singapore has entered into a non-binding term sheet to buy the entire issued and paid-up share capital of Eratech.</p><p>The move is expected to raise the revenue of the group’s precision-engineering division, as it presents an opportunity for the group to widen its range of products and services and expand its customer base, it added.</p><p><a href=\"https://laohu8.com/S/5OI.SI\">Japan Foods</a>: Japan Foods reports higher revenue but lower earnings in FY2022 due to higher costs and lower rental concessions</p><p>Japan Foods Holding reported a 7.1% year-on-year increase in revenue to $54.6 million for the year ended March 31, 2022, the company&#39;s FY2022. The revenue increase during the period under review was driven mainly by a seasonally stronger second half and the performance of Japan Foods’ new Halal segment, which grew from <a href=\"https://laohu8.com/S/AONE.U\">one</a> restaurant under one brand in November 2020 to nine restaurants under three brands as at end-March 2022, contributing 20.5% to total revenue.</p><p>Goss profit in FY2022 rose 6.9% y-o-y to $46.2 million, while gross profit margin remained at 84.6%. In FY2022, the Group’s associated companies also had a good showing, contributing share of profit of $83,000 compared to $33,000 in FY2021.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks To Watch: ESR-Logos Reit, Straco, Nordic, Japan Foods</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\">\nSingapore Stocks To Watch: ESR-Logos Reit, Straco, Nordic, Japan Foods\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-25 08:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (May 25):</p><p><a href=\"https://laohu8.com/S/J91U.SI\">ESR-Logos Reit</a>: ESR-LOGOS REIT&#39;s manager announced that it has entered into an agreement to divest 3 Sanitarium Drive, Berkeley Vale, New South Wales, Australia to Australasian Conference Association Limited for $53.4 million (A$55.0 million) (excluding divestment costs and applicable goods and services tax). </p><p>The agreed sale price represents an 18.5% premium to the fair value of the property of $45.1 million (A$46.4 million) and is 61.8% above its purchase price of $33.0 million (A$34.0 million). The net proceeds from the divestment will be deployed to repay outstanding borrowings, finance upcoming asset enhancements and/or fund general working capital requirements.</p><p><a href=\"https://laohu8.com/S/S58.SI\">Straco</a>: For the 1QFY2022 ended March, the company reported a wider loss of $2.96 million, vs red ink of $658,700 in the year earlier period.</p><p>Revenue in the same period was down 40.3% y-o-y to $4.8 million, as its various attractions suffered from suspensions imposed by authorities trying to curb the pandemic.</p><p><a href=\"https://laohu8.com/S/MR7.SI\">Nordic</a>: NORDIC Group said its subsidiary Avitools Singapore will be acquiring a precision-machining and turnkey-manufacturing services company for S$10 million, as the group announced separately that it has clinched S$19 million in contracts.</p><p>In a bourse filing on the proposed acquisition of Eratech on Tuesday (May 24), the systems-integration solutions provider said Avitools Singapore has entered into a non-binding term sheet to buy the entire issued and paid-up share capital of Eratech.</p><p>The move is expected to raise the revenue of the group’s precision-engineering division, as it presents an opportunity for the group to widen its range of products and services and expand its customer base, it added.</p><p><a href=\"https://laohu8.com/S/5OI.SI\">Japan Foods</a>: Japan Foods reports higher revenue but lower earnings in FY2022 due to higher costs and lower rental concessions</p><p>Japan Foods Holding reported a 7.1% year-on-year increase in revenue to $54.6 million for the year ended March 31, 2022, the company&#39;s FY2022. The revenue increase during the period under review was driven mainly by a seasonally stronger second half and the performance of Japan Foods’ new Halal segment, which grew from <a href=\"https://laohu8.com/S/AONE.U\">one</a> restaurant under one brand in November 2020 to nine restaurants under three brands as at end-March 2022, contributing 20.5% to total revenue.</p><p>Goss profit in FY2022 rose 6.9% y-o-y to $46.2 million, while gross profit margin remained at 84.6%. In FY2022, the Group’s associated companies also had a good showing, contributing share of profit of $83,000 compared to $33,000 in FY2021.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MR7.SI":"挪迪克","5OI.SI":"日本食品","J91U.SI":"ESR-REIT","S85.SI":"星雅集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129772013","content_text":"THE following companies saw new developments that may affect trading of their securities on Wednesday (May 25):ESR-Logos Reit: ESR-LOGOS REIT's manager announced that it has entered into an agreement to divest 3 Sanitarium Drive, Berkeley Vale, New South Wales, Australia to Australasian Conference Association Limited for $53.4 million (A$55.0 million) (excluding divestment costs and applicable goods and services tax). The agreed sale price represents an 18.5% premium to the fair value of the property of $45.1 million (A$46.4 million) and is 61.8% above its purchase price of $33.0 million (A$34.0 million). The net proceeds from the divestment will be deployed to repay outstanding borrowings, finance upcoming asset enhancements and/or fund general working capital requirements.Straco: For the 1QFY2022 ended March, the company reported a wider loss of $2.96 million, vs red ink of $658,700 in the year earlier period.Revenue in the same period was down 40.3% y-o-y to $4.8 million, as its various attractions suffered from suspensions imposed by authorities trying to curb the pandemic.Nordic: NORDIC Group said its subsidiary Avitools Singapore will be acquiring a precision-machining and turnkey-manufacturing services company for S$10 million, as the group announced separately that it has clinched S$19 million in contracts.In a bourse filing on the proposed acquisition of Eratech on Tuesday (May 24), the systems-integration solutions provider said Avitools Singapore has entered into a non-binding term sheet to buy the entire issued and paid-up share capital of Eratech.The move is expected to raise the revenue of the group’s precision-engineering division, as it presents an opportunity for the group to widen its range of products and services and expand its customer base, it added.Japan Foods: Japan Foods reports higher revenue but lower earnings in FY2022 due to higher costs and lower rental concessionsJapan Foods Holding reported a 7.1% year-on-year increase in revenue to $54.6 million for the year ended March 31, 2022, the company's FY2022. The revenue increase during the period under review was driven mainly by a seasonally stronger second half and the performance of Japan Foods’ new Halal segment, which grew from one restaurant under one brand in November 2020 to nine restaurants under three brands as at end-March 2022, contributing 20.5% to total revenue.Goss profit in FY2022 rose 6.9% y-o-y to $46.2 million, while gross profit margin remained at 84.6%. In FY2022, the Group’s associated companies also had a good showing, contributing share of profit of $83,000 compared to $33,000 in FY2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011170543,"gmtCreate":1648847894286,"gmtModify":1676534408061,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Buy if u can","listText":"Buy if u can","text":"Buy if u can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011170543","repostId":"2224343469","repostType":4,"repost":{"id":"2224343469","kind":"highlight","pubTimestamp":1648815715,"share":"https://ttm.financial/m/news/2224343469?lang=&edition=fundamental","pubTime":"2022-04-01 20:21","market":"us","language":"en","title":"Should You Buy Tesla Now or Wait Until After the Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2224343469","media":"Motley Fool","summary":"This latest announcement by the electric vehicle pioneer has investors taking a fresh look.","content":"<html><head></head><body><p><b>Tesla</b> is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly harsh to wildly enthusiastic -- and everything in between. There&#39;s no arguing, however, that Tesla has changed the way the public at large views electric vehicles (EVs), becoming the industry leader in the process.</p><p>The company isn&#39;t known for being a wallflower, attracting attention to its achievements and frequently making headlines. So it shouldn&#39;t come as a surprise to investors that Tesla is breaking with convention and considering <i>another</i> stock split, less than two years after the company&#39;s first splitting of its shares.</p><p>Investors considering buying Tesla stock or adding to an existing position are faced with an interesting conundrum: Should they buy shares now, or wait until after the stock split?</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672565%2Ftesla-model-s-01.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>Buy now, or wait for the split?</h2><p>Tesla last split its shares in 2020, recently enough to provide insight into whether investors should buy the stock now or wait until after the split. A pattern has emerged in recent years that seems particularly pronounced with well-known and highly followed stocks, as noted by my friend and Motley Fool colleague Dan Caplinger:</p><ul><li>From the time of the announcement until split-adjusted trading began, the stock price tended to surge, outpacing the overall market.</li><li>Immediately following and several days after the stock split there <i>could</i> be additional stock price gains.</li><li>Shortly after the split, the stock tended to continue the trajectory it was on before the announcement of the stock split.</li></ul><p>Tesla varied somewhat from that pattern. From the time of its stock split announcement to its completion, shares surged 81%. However, during the eight days <i>following</i> the split, Tesla shares slumped more than 30%, before rebounding and beginning a relentless climb higher.</p><p>In fact, from the date of the stock split announcement in early August through the end of 2020 -- a period of about five months -- Tesla shares gained nearly 157% overall. It wasn&#39;t all wine and roses, however. Investor enthusiasm didn&#39;t insulate the stock from the occasional downturn, as shares have fallen by 25% <i>or more</i> on five separate occasions since the stock split was announced. The lesson here is that investor psychology alone isn&#39;t enough to propel a stock higher over the long term.</p><p>What&#39;s different this time is that Tesla has telegraphed to investors its intent to initiate another stock split. At this point, we don&#39;t yet know the timing of the split or what the ratio for the split will be. That information will likely be available as soon as Tesla releases a proxy statement in advance of its annual meeting, since the move to increase the share count will require shareholder approval.</p><p>That means investors still have time to get a jump on the stock in advance of the full announcement -- but should they?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e13dc6ff15526c1e6e0770e498eaee0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>It depends</h2><p>As with so many things, the answer to this question is &#34;it depends.&#34; If you aren&#39;t interested in being a Tesla shareholder, the mere announcement of a pending stock split shouldn&#39;t be a reason for you to invest.</p><p>If you <i>are</i> interested in becoming a Tesla shareholder, the decision is largely dictated by your personal circumstances and the limitations set by your broker. Tesla shares are currently priced at roughly $1,100 per share (as of this writing). If you have sufficient capital to lay out for one or more full shares of Tesla stock, there&#39;s no reason not to add to a position or start a new one now.</p><p>For those who don&#39;t have that much cash to invest, some brokers permit the purchase of fractional shares, buying some portion of a full share depending on how much money you have to invest. If your broker doesn&#39;t have a provision for trading fractional shares, you can simply wait until after the stock split in the hopes that the split-adjusted price is more in line with your budget.</p><h2>Reasons to be bullish</h2><p>Investors need only review Tesla&#39;s recent results for evidence that the stock is a buy. The company announced record deliveries in the fourth quarter, with 308,600 vehicles, which vastly outperformed analysts&#39; consensus estimates of 267,000. The full-year numbers were equally impressive, with 936,172 deliveries, well ahead of expectations of 897,000.</p><p>Robust production and deliveries sparked sterling financial results, as fourth-quarter revenue of $17.7 billion surged 65% year over year. At the same time, operating expenses grew just 50%, dropping more profit to the bottom line and driving adjusted net income to $2.88 billion, up 219%. Expanding profit margins are a clear indication that Tesla has achieved scale.</p><p>Recent developments suggest this could be just the beginning. Last year, Tesla said it expects to achieve 50% annual growth in vehicle deliveries &#34;over a multi-year horizon,&#34; a forecast it reiterated in its most recent quarter. With both the Berlin Gigafactory and the Texas Gigafactory coming online, Tesla has the production capacity to make that outlook a reality.</p><p>Given the ongoing demand for its industry-leading EVs, its increasing manufacturing capability, and its robust financial results, it doesn&#39;t really matter whether you buy Tesla stock now or wait until after the split. Just as long as you buy it.</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>Should You Buy Tesla Now or Wait Until After the Stock Split?</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\">\nShould You Buy Tesla Now or Wait Until After the Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4099":"汽车制造商","BK4574":"无人驾驶"},"source_url":"https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224343469","content_text":"Tesla is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly harsh to wildly enthusiastic -- and everything in between. There's no arguing, however, that Tesla has changed the way the public at large views electric vehicles (EVs), becoming the industry leader in the process.The company isn't known for being a wallflower, attracting attention to its achievements and frequently making headlines. So it shouldn't come as a surprise to investors that Tesla is breaking with convention and considering another stock split, less than two years after the company's first splitting of its shares.Investors considering buying Tesla stock or adding to an existing position are faced with an interesting conundrum: Should they buy shares now, or wait until after the stock split?Image source: Tesla.Buy now, or wait for the split?Tesla last split its shares in 2020, recently enough to provide insight into whether investors should buy the stock now or wait until after the split. A pattern has emerged in recent years that seems particularly pronounced with well-known and highly followed stocks, as noted by my friend and Motley Fool colleague Dan Caplinger:From the time of the announcement until split-adjusted trading began, the stock price tended to surge, outpacing the overall market.Immediately following and several days after the stock split there could be additional stock price gains.Shortly after the split, the stock tended to continue the trajectory it was on before the announcement of the stock split.Tesla varied somewhat from that pattern. From the time of its stock split announcement to its completion, shares surged 81%. However, during the eight days following the split, Tesla shares slumped more than 30%, before rebounding and beginning a relentless climb higher.In fact, from the date of the stock split announcement in early August through the end of 2020 -- a period of about five months -- Tesla shares gained nearly 157% overall. It wasn't all wine and roses, however. Investor enthusiasm didn't insulate the stock from the occasional downturn, as shares have fallen by 25% or more on five separate occasions since the stock split was announced. The lesson here is that investor psychology alone isn't enough to propel a stock higher over the long term.What's different this time is that Tesla has telegraphed to investors its intent to initiate another stock split. At this point, we don't yet know the timing of the split or what the ratio for the split will be. That information will likely be available as soon as Tesla releases a proxy statement in advance of its annual meeting, since the move to increase the share count will require shareholder approval.That means investors still have time to get a jump on the stock in advance of the full announcement -- but should they?Image source: Getty Images.It dependsAs with so many things, the answer to this question is \"it depends.\" If you aren't interested in being a Tesla shareholder, the mere announcement of a pending stock split shouldn't be a reason for you to invest.If you are interested in becoming a Tesla shareholder, the decision is largely dictated by your personal circumstances and the limitations set by your broker. Tesla shares are currently priced at roughly $1,100 per share (as of this writing). If you have sufficient capital to lay out for one or more full shares of Tesla stock, there's no reason not to add to a position or start a new one now.For those who don't have that much cash to invest, some brokers permit the purchase of fractional shares, buying some portion of a full share depending on how much money you have to invest. If your broker doesn't have a provision for trading fractional shares, you can simply wait until after the stock split in the hopes that the split-adjusted price is more in line with your budget.Reasons to be bullishInvestors need only review Tesla's recent results for evidence that the stock is a buy. The company announced record deliveries in the fourth quarter, with 308,600 vehicles, which vastly outperformed analysts' consensus estimates of 267,000. The full-year numbers were equally impressive, with 936,172 deliveries, well ahead of expectations of 897,000.Robust production and deliveries sparked sterling financial results, as fourth-quarter revenue of $17.7 billion surged 65% year over year. At the same time, operating expenses grew just 50%, dropping more profit to the bottom line and driving adjusted net income to $2.88 billion, up 219%. Expanding profit margins are a clear indication that Tesla has achieved scale.Recent developments suggest this could be just the beginning. Last year, Tesla said it expects to achieve 50% annual growth in vehicle deliveries \"over a multi-year horizon,\" a forecast it reiterated in its most recent quarter. With both the Berlin Gigafactory and the Texas Gigafactory coming online, Tesla has the production capacity to make that outlook a reality.Given the ongoing demand for its industry-leading EVs, its increasing manufacturing capability, and its robust financial results, it doesn't really matter whether you buy Tesla stock now or wait until after the split. Just as long as you buy it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075672842,"gmtCreate":1658196724986,"gmtModify":1676536120920,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075672842","repostId":"1131409546","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073762173,"gmtCreate":1657419042692,"gmtModify":1676536005143,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073762173","repostId":"1190253290","repostType":4,"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059580198,"gmtCreate":1654395117214,"gmtModify":1676535441224,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059580198","repostId":"1133091781","repostType":4,"repost":{"id":"1133091781","kind":"news","pubTimestamp":1654390809,"share":"https://ttm.financial/m/news/1133091781?lang=&edition=fundamental","pubTime":"2022-06-05 09:00","market":"us","language":"en","title":"Apple: What to Look Out for at the Upcoming WWDC 2022 Event","url":"https://stock-news.laohu8.com/highlight/detail?id=1133091781","media":"TipRanks","summary":"Upside of 32%.Turning now to the rest of the Street, where the average target clocks in at $186.45 and factors in 12-month gains of 28%. Looking at the ratings, based on 21 Buys vs. 6 Holds, the analyst consensus rates the stock a Strong Buy.","content":"<div>\n<p>Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/\">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>Apple: What to Look Out for at the Upcoming WWDC 2022 Event</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: What to Look Out for at the Upcoming WWDC 2022 Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/\">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.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133091781","content_text":"Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on bringing to market.iOS 16, the latest version of Apple’s mobile operating system is expected to get an introduction with the lock screen, messaging and health all boasting meaningful upgrades.Wedbush analyst Daniel Ives also thinks the next major Apple Watch OS will be announced along with a new MacBook Air 2022 version.But Ives anticipates some other, more intriguing surprises, ones which are non-software related. “We importantly believe that Cook & Co. will hit on a number of AR/VR technologies to developers that the company plans to introduce and ultimately this strategy is laying the breadcrumbs to the highly anticipated AR headset Apple Glasses set to make its debut likely before holiday season or latest early 2023 based on the supply trajectory,” the 5-star analyst said.Eying the metaverse opportunity in a big way, the Apple Glass AR/VR technology will be a “key broadening out of the Apple ecosystem.”But the metaverse is not the only target Apple has set its sights on. Having decided not to bring a movie studio under the fold, Ives thinks Apple is keen to add more live sports to its roster of services. The company has already bought the rights for MLB Friday Night baseball package games for the next few years and along with Amazon, Ives says it is “widely viewed” in the industry the pair were in the final bidding for the NFL Sunday Ticket.This should be a multi-billion-dollar annual deal ($2.5 billion+) and a “landmark” for the company, with the package seen as the “crown jewel” for streaming live sports content. Should Apple win it, it will further strengthen its position in the streaming arms race,” one which has already been boosted by the Oscar win of CODA and success of other recent offerings (Ted Lasso, The Morning Show, Severance).To this end, Ives reiterated an Outperform (i.e., Buy) rating backed by a $200 price target. The implication for investors? Upside of 32%.Turning now to the rest of the Street, where the average target clocks in at $186.45 and factors in 12-month gains of 28%. Looking at the ratings, based on 21 Buys vs. 6 Holds, the analyst consensus rates the stock a Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024253486,"gmtCreate":1653876381345,"gmtModify":1676535355773,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024253486","repostId":"1159187576","repostType":4,"repost":{"id":"1159187576","kind":"news","pubTimestamp":1653869588,"share":"https://ttm.financial/m/news/1159187576?lang=&edition=fundamental","pubTime":"2022-05-30 08:13","market":"sg","language":"en","title":"Singapore Stock Market Tipped To Extend Friday's Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1159187576","media":"RTTNews","summary":"The Singapore stock market has moved higher in two straight sessions, advancing more than 50 points ","content":"<html><head></head><body><p>The Singapore stock market has moved higher in two straight sessions, advancing more than 50 points or 1.6 percent along the way. The Straits Times Index now rests just above the 3,230-point plateau and it&#39;s expected to add to its winnings on Monday.</p><p>The global forecast for the Asian markets is upbeat is easing concerns for the outlook of interest rates, with technology stocks expected to lead the way higher. The European and U.S. markets were up and the Asian bourses are expected to open in a similar fashion.</p><p>The STI finished modestly higher on Friday following gains from the financial shares, plantation stocks and industrial issues.</p><p>For the day, the index improved 21.37 points or 0.67 percent to finish at 3,230.55 after trading between 3,218.72 and 3,233.73. Volume was 1.4 billion shares worth 1.08 billion Singapore dollars. There were 288 gainers and 166 decliners.</p><p>Among the actives, Ascendas REIT and DFI Retail both jumped 1.49 percent, while CapitaLand Integrated Commercial Trust increased 0.45 percent, CapitaLand Investment soared 1.83 percent, City Developments rose 0.49 percent, Comfort DelGro shed 0.68 percent, DBS Group was up 0.23 percent, Genting Singapore lost 0.63 percent, Hongkong Land gathered 0.65 percent, Keppel Corp improved 0.44 percent, Mapletree Commercial Trust spiked 1.72 percent, Mapletree Logistics Trust surged 1.89 percent, Oversea-Chinese Banking Corporation collected 0.34 percent, SATS and SingTel both dropped 1.10 percent, Singapore Exchange gained 0.51 percent, Singapore Technologies Engineering climbed 1.25 percent, Thai Beverage rallied 1.45 percent, United Overseas Bank advanced 0.93 percent, Wilmar International added 0.73 percent, Yangzijiang Financial plunged 3.09 percent, Yangzijiang Shipbuilding accelerated 1.66 percent and Mapletree Industrial Trust and SembCorp Industries were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened solidly higher on Friday and picked up steam as the day progressed, finishing sharply higher.</p><p>The Dow surged 575.76 points or 1.76 percent to finish at 33,212.96, while the NASDAQ soared 390.43 points or 3.33 percent to end at 12,131.13 and the S&amp;P 500 spiked 100.40 points or 2.47 percent to close at 4,158.24.</p><p>For the week, the Dow soared 6.2 percent, the NASDAQ rallied 6.8 percent and the S&amp;P gained 6.6 percent.</p><table><tbody><tr></tr></tbody></table><p>The continued strength on Wall Street followed a Commerce Department report showing a slowdown in the pace of core consumer price growth in April. The data contributed to optimism that the Fed will slow the pace of monetary policy tightening in the second half of the year.</p><p>Crude oil prices climbed higher on Friday amid rising hopes about increased demand for fuel during the summer season, and the prospect of an EU ban on Russian oil. West Texas Intermediate Crude oil futures for July ended higher by $0.98 or 0.9 percent at $115.07 a barrel.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market Tipped To Extend Friday's Gains</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\">\nSingapore Stock Market Tipped To Extend Friday's Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3287228/singapore-stock-market-tipped-to-extend-friday-s-gains.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved higher in two straight sessions, advancing more than 50 points or 1.6 percent along the way. The Straits Times Index now rests just above the 3,230-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3287228/singapore-stock-market-tipped-to-extend-friday-s-gains.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3287228/singapore-stock-market-tipped-to-extend-friday-s-gains.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159187576","content_text":"The Singapore stock market has moved higher in two straight sessions, advancing more than 50 points or 1.6 percent along the way. The Straits Times Index now rests just above the 3,230-point plateau and it's expected to add to its winnings on Monday.The global forecast for the Asian markets is upbeat is easing concerns for the outlook of interest rates, with technology stocks expected to lead the way higher. The European and U.S. markets were up and the Asian bourses are expected to open in a similar fashion.The STI finished modestly higher on Friday following gains from the financial shares, plantation stocks and industrial issues.For the day, the index improved 21.37 points or 0.67 percent to finish at 3,230.55 after trading between 3,218.72 and 3,233.73. Volume was 1.4 billion shares worth 1.08 billion Singapore dollars. There were 288 gainers and 166 decliners.Among the actives, Ascendas REIT and DFI Retail both jumped 1.49 percent, while CapitaLand Integrated Commercial Trust increased 0.45 percent, CapitaLand Investment soared 1.83 percent, City Developments rose 0.49 percent, Comfort DelGro shed 0.68 percent, DBS Group was up 0.23 percent, Genting Singapore lost 0.63 percent, Hongkong Land gathered 0.65 percent, Keppel Corp improved 0.44 percent, Mapletree Commercial Trust spiked 1.72 percent, Mapletree Logistics Trust surged 1.89 percent, Oversea-Chinese Banking Corporation collected 0.34 percent, SATS and SingTel both dropped 1.10 percent, Singapore Exchange gained 0.51 percent, Singapore Technologies Engineering climbed 1.25 percent, Thai Beverage rallied 1.45 percent, United Overseas Bank advanced 0.93 percent, Wilmar International added 0.73 percent, Yangzijiang Financial plunged 3.09 percent, Yangzijiang Shipbuilding accelerated 1.66 percent and Mapletree Industrial Trust and SembCorp Industries were unchanged.The lead from Wall Street is broadly positive as the major averages opened solidly higher on Friday and picked up steam as the day progressed, finishing sharply higher.The Dow surged 575.76 points or 1.76 percent to finish at 33,212.96, while the NASDAQ soared 390.43 points or 3.33 percent to end at 12,131.13 and the S&P 500 spiked 100.40 points or 2.47 percent to close at 4,158.24.For the week, the Dow soared 6.2 percent, the NASDAQ rallied 6.8 percent and the S&P gained 6.6 percent.The continued strength on Wall Street followed a Commerce Department report showing a slowdown in the pace of core consumer price growth in April. The data contributed to optimism that the Fed will slow the pace of monetary policy tightening in the second half of the year.Crude oil prices climbed higher on Friday amid rising hopes about increased demand for fuel during the summer season, and the prospect of an EU ban on Russian oil. West Texas Intermediate Crude oil futures for July ended higher by $0.98 or 0.9 percent at $115.07 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003813647,"gmtCreate":1640923007222,"gmtModify":1676533555671,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ohh","listText":"Ohh","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003813647","repostId":"1192004334","repostType":4,"repost":{"id":"1192004334","kind":"news","pubTimestamp":1640921407,"share":"https://ttm.financial/m/news/1192004334?lang=&edition=fundamental","pubTime":"2021-12-31 11:30","market":"us","language":"en","title":"The 2 Most Surprising Stock Winners of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1192004334","media":"Motley Fool","summary":"There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable ","content":"<html><head></head><body><p>There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable gains that surprised many who had suspected that 2020&#39;s roaring rebound from the coronavirus bear market might have gone too far too fast. Yet among individual stocks that posted big gains during 2021, the most surprising in my view are <b>Ford Motor Company</b>(NYSE:F)and <b>Signature Bank</b>(NASDAQ:SBNY). Here&#39;s why.</p><p><b>Ford shifts into high gear</b></p><p>Ford came into 2021 with a bit of positive momentum, having recovered from a seven-year slump that cost the stock about two-thirds of its value from 2013 to March 2020. Many feared that the legacy automaker had gotten left behind, with electric vehicle (EV) pioneer<b>Tesla</b>(NASDAQ:TSLA)having built up a multiyear head start while Ford and many of its peers lagged far behind in EV development.</p><p>Yet Ford&#39;s rebound came from a host of factors. Notably, the automaker&#39;s conventional fleet of fossil-fuel-powered vehicles saw huge demand, and Ford did a reasonable job of navigating its way through supply chain issues and shortages of automotive semiconductor chips to take advantage and boost its total vehicle sales. Commercial demand was particularly strong, and high-margin categories like SUVs served Ford well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0da7d9349fb813b52381952d8b21c5d8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>A FORD F-150 LIGHTNING EV. IMAGE SOURCE: FORD.</span></p><p>Longer term, Ford convinced investors that its modernization efforts can be successful. Integral to its plans will be the F-150 Lightning electric pickup, which should launch early in the coming year. But Ford is even seeing demand with its existing lines of all-electric and hybrid vehicles, particularly the Mustang Mach-E crossover SUV.</p><p>Ford investors have waited a long time for a rebound, and even after this year&#39;s 134% rise, the stock is still down almost 35% from its highs way back in 1998. Nevertheless, the automaker demonstrated that it could compete in a changing world, and that bodes well for its prospects in 2022.</p><p><b>Banking on big gains</b></p><p>Also rising big in 2021 was Signature Bank, which was up 137%. With the overall financial industry having undergone some struggles, many investors failed to see the New York-based bank&#39;s potential to cash in on the hot cryptocurrency space.</p><p>Signature&#39;s primary distinguishing factor is its Signet real-time payment processing platform. Using the power of blockchain, Signet facilitates instantaneous transactions in a manner that&#39;s especially handy for crypto investors trading digital assets on a 24/7/365 basis. To use Signet, customers have to put money on deposit with Signature, and that has helped the bank boost its assets dramatically at a very low cost of capital.</p><p>The strong performance in the crypto space reawakened interest in the financial infrastructure underlying digital asset trading, and that&#39;s helped create record earnings for Signature. The crypto trend isn&#39;t guaranteed to continue in 2022, but even if the most popular digital assets don&#39;t continue their bullish moves, Signature is still poised to take advantage of innovation in the broader crypto realm no matter where it comes from. That could help boost the stock price even further in the coming year.</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>The 2 Most Surprising Stock Winners of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 2 Most Surprising Stock Winners of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/30/the-2-most-surprising-stock-winners-of-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable gains that surprised many who had suspected that 2020's roaring rebound from the coronavirus bear ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/30/the-2-most-surprising-stock-winners-of-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBNY":"签字银行","F":"福特汽车"},"source_url":"https://www.fool.com/investing/2021/12/30/the-2-most-surprising-stock-winners-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192004334","content_text":"There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable gains that surprised many who had suspected that 2020's roaring rebound from the coronavirus bear market might have gone too far too fast. Yet among individual stocks that posted big gains during 2021, the most surprising in my view are Ford Motor Company(NYSE:F)and Signature Bank(NASDAQ:SBNY). Here's why.Ford shifts into high gearFord came into 2021 with a bit of positive momentum, having recovered from a seven-year slump that cost the stock about two-thirds of its value from 2013 to March 2020. Many feared that the legacy automaker had gotten left behind, with electric vehicle (EV) pioneerTesla(NASDAQ:TSLA)having built up a multiyear head start while Ford and many of its peers lagged far behind in EV development.Yet Ford's rebound came from a host of factors. Notably, the automaker's conventional fleet of fossil-fuel-powered vehicles saw huge demand, and Ford did a reasonable job of navigating its way through supply chain issues and shortages of automotive semiconductor chips to take advantage and boost its total vehicle sales. Commercial demand was particularly strong, and high-margin categories like SUVs served Ford well.A FORD F-150 LIGHTNING EV. IMAGE SOURCE: FORD.Longer term, Ford convinced investors that its modernization efforts can be successful. Integral to its plans will be the F-150 Lightning electric pickup, which should launch early in the coming year. But Ford is even seeing demand with its existing lines of all-electric and hybrid vehicles, particularly the Mustang Mach-E crossover SUV.Ford investors have waited a long time for a rebound, and even after this year's 134% rise, the stock is still down almost 35% from its highs way back in 1998. Nevertheless, the automaker demonstrated that it could compete in a changing world, and that bodes well for its prospects in 2022.Banking on big gainsAlso rising big in 2021 was Signature Bank, which was up 137%. With the overall financial industry having undergone some struggles, many investors failed to see the New York-based bank's potential to cash in on the hot cryptocurrency space.Signature's primary distinguishing factor is its Signet real-time payment processing platform. Using the power of blockchain, Signet facilitates instantaneous transactions in a manner that's especially handy for crypto investors trading digital assets on a 24/7/365 basis. To use Signet, customers have to put money on deposit with Signature, and that has helped the bank boost its assets dramatically at a very low cost of capital.The strong performance in the crypto space reawakened interest in the financial infrastructure underlying digital asset trading, and that's helped create record earnings for Signature. The crypto trend isn't guaranteed to continue in 2022, but even if the most popular digital assets don't continue their bullish moves, Signature is still poised to take advantage of innovation in the broader crypto realm no matter where it comes from. That could help boost the stock price even further in the coming year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903485304,"gmtCreate":1659060687608,"gmtModify":1676536252187,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903485304","repostId":"2255048243","repostType":4,"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900961530,"gmtCreate":1658628616120,"gmtModify":1676536184143,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900961530","repostId":"2253066929","repostType":4,"repost":{"id":"2253066929","kind":"highlight","pubTimestamp":1658542584,"share":"https://ttm.financial/m/news/2253066929?lang=&edition=fundamental","pubTime":"2022-07-23 10:16","market":"us","language":"en","title":"The 2 Safest Energy Dividends Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2253066929","media":"Motley Fool","summary":"These passive income stalwarts will let investors rest easy no matter what the market is doing.","content":"<html><head></head><body><p>The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the <b>S&amp;P 500</b> <b>Energy</b> index is down 25% since its peak last month.</p><p>The cost of a barrel of oil is down to around $100 per barrel, and gasoline at the pumps has broken from its record high last month of $5 a gallon. But upstream, midstream, and downstream energy stocks are still taking a beating.</p><p>That makes it a critical time to consider where you&#39;ve been putting your money to work and whether you should be investing in dividend stocks to protect your downside. History shows income-generating stocks outperform non-dividend stocks even in the worst of times, so if we&#39;re heading into a new period of market turbulence, it may be the right time to find companies that pay a safe dividend and can pad your pockets during this uncertainty.</p><p><a href=\"https://laohu8.com/S/CVX\">Chevron </a> and <a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners</a> offer two of the most dependable dividends in the energy sector right now.</p><h3><a href=\"https://laohu8.com/S/CVX\">Chevron </a></h3><p>As one of the biggest integrated energy companies, Chevron stands to benefit from the global need for fossil fuels that will last for years, decades even. Despite alternative fuel sources filling an increasing percentage of our energy needs, there isn&#39;t the capacity available for wind, solar, or biofuels to displace oil and gas as our primary providers.</p><p>Even though oil&#39;s price has dropped from its highs, it remains elevated and will likely stay elevated for some time to come. Chevron has told investors that even if oil drops to $50 a barrel -- what it deems its break-even price -- it would be able to maintain its record-setting stock buyback rate of $10 billion annually plus finance its dividend without worry, while a price of $75 a barrel would allow for further increases in both.</p><p>It also noted that during the depths of the pandemic lockdown with oil averaging $30 a barrel (there was a point where the price even went negative), Chevron maintained its payout while still investing in its business even as many of its rivals suspended their dividends.</p><p>The oil giant has a record of increasing its dividend for 35 consecutive years, most recently in January when it hiked the quarterly payout 6% to $1.42 per share, or $5.68 annually. With a healthy yield of 4.1% annually, Chevron is a Dividend Aristocrat, and its payout remains one of the industry&#39;s safest.</p><h3><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners</a></h3><p>Unlike Chevron having its hand in all aspects of the oil and gas supply chain, Enterprise Products Partners specializes in the midstream channel, owning one of the largest pipeline networks in the U.S. with over 50,000 miles of pipeline, 14 billion cubic feet of natural gas storage, and 260 million barrels of storage capacity for natural gas liquids (NGLs), crude oil, refined products, and petrochemicals. It also has 21 NGL processing plants.</p><p>Enterprise Products Partners is also one of the largest publicly traded partnerships in the country. As the middleman in the process, it thrives because it has a stable stream of revenue and predictable cash flows. Much of its revenue is derived from long-term, fixed-fee, or take-or-pay contracts that mean it gets paid whether its customers accept delivery of the product or not.</p><p>Although the midstream player doesn&#39;t yet have the same longevity as Chevron in raising its dividend, at 23 consecutive years and counting, it is fast closing in on the 25-year threshold needed to become a Dividend Aristocrat.</p><p>It&#39;s also a very safe dividend as its distribution-coverage ratio, or the amount of cash flow available for distribution compared to what the company disburses to its shareholders, of 1.8. The ratio should not fall below 1 as that implies the payout is unsustainable. But even during the pandemic, Enterprise&#39;s distribution-coverage ratio never got close to 1 and ended the year at 1.6.</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>The 2 Safest Energy Dividends 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\">\nThe 2 Safest Energy Dividends Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the S&P 500 Energy index is down ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPD":"Enterprise Products Partners L.P","CVX":"雪佛龙"},"source_url":"https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253066929","content_text":"The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the S&P 500 Energy index is down 25% since its peak last month.The cost of a barrel of oil is down to around $100 per barrel, and gasoline at the pumps has broken from its record high last month of $5 a gallon. But upstream, midstream, and downstream energy stocks are still taking a beating.That makes it a critical time to consider where you've been putting your money to work and whether you should be investing in dividend stocks to protect your downside. History shows income-generating stocks outperform non-dividend stocks even in the worst of times, so if we're heading into a new period of market turbulence, it may be the right time to find companies that pay a safe dividend and can pad your pockets during this uncertainty.Chevron  and Enterprise Products Partners offer two of the most dependable dividends in the energy sector right now.Chevron As one of the biggest integrated energy companies, Chevron stands to benefit from the global need for fossil fuels that will last for years, decades even. Despite alternative fuel sources filling an increasing percentage of our energy needs, there isn't the capacity available for wind, solar, or biofuels to displace oil and gas as our primary providers.Even though oil's price has dropped from its highs, it remains elevated and will likely stay elevated for some time to come. Chevron has told investors that even if oil drops to $50 a barrel -- what it deems its break-even price -- it would be able to maintain its record-setting stock buyback rate of $10 billion annually plus finance its dividend without worry, while a price of $75 a barrel would allow for further increases in both.It also noted that during the depths of the pandemic lockdown with oil averaging $30 a barrel (there was a point where the price even went negative), Chevron maintained its payout while still investing in its business even as many of its rivals suspended their dividends.The oil giant has a record of increasing its dividend for 35 consecutive years, most recently in January when it hiked the quarterly payout 6% to $1.42 per share, or $5.68 annually. With a healthy yield of 4.1% annually, Chevron is a Dividend Aristocrat, and its payout remains one of the industry's safest.Enterprise Products PartnersUnlike Chevron having its hand in all aspects of the oil and gas supply chain, Enterprise Products Partners specializes in the midstream channel, owning one of the largest pipeline networks in the U.S. with over 50,000 miles of pipeline, 14 billion cubic feet of natural gas storage, and 260 million barrels of storage capacity for natural gas liquids (NGLs), crude oil, refined products, and petrochemicals. It also has 21 NGL processing plants.Enterprise Products Partners is also one of the largest publicly traded partnerships in the country. As the middleman in the process, it thrives because it has a stable stream of revenue and predictable cash flows. Much of its revenue is derived from long-term, fixed-fee, or take-or-pay contracts that mean it gets paid whether its customers accept delivery of the product or not.Although the midstream player doesn't yet have the same longevity as Chevron in raising its dividend, at 23 consecutive years and counting, it is fast closing in on the 25-year threshold needed to become a Dividend Aristocrat.It's also a very safe dividend as its distribution-coverage ratio, or the amount of cash flow available for distribution compared to what the company disburses to its shareholders, of 1.8. The ratio should not fall below 1 as that implies the payout is unsustainable. But even during the pandemic, Enterprise's distribution-coverage ratio never got close to 1 and ended the year at 1.6.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027519326,"gmtCreate":1654049015365,"gmtModify":1676535385532,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027519326","repostId":"1183457346","repostType":4,"repost":{"id":"1183457346","kind":"news","pubTimestamp":1654043256,"share":"https://ttm.financial/m/news/1183457346?lang=&edition=fundamental","pubTime":"2022-06-01 08:27","market":"sg","language":"en","title":"Singapore Stocks to Watch: Singtel, Keppel Corp, Chip Eng Seng","url":"https://stock-news.laohu8.com/highlight/detail?id=1183457346","media":"The Business Times","summary":"THE following companies saw new developments that may affect the trading of their securities on Wedn","content":"<html><head></head><body><p>THE following companies saw new developments that may affect the trading of their securities on Wednesday (Jun 1):</p><p>Singtel on Friday reported S$994.5 million in net profit for its second half ended March, up more than 10 times from S$87.6 million in H2 FY2021, as the group’s exceptional items turned positive, from a net exceptional loss booked the previous year.</p><p>Keppel Corporation announced Tuesday (May 31) that wholly-owned subsidiary Keppel Seghers Engineering Singapore (KSES) has commenced arbitration proceedings against the Qatar Public Works Authority (PWA).</p><p>Chip Eng Seng Corporation announced Tuesday (May 31) that wholly-owned subsidiary CES Engineering &amp; Construction has been awarded a S$173.5 million contract by the Housing and Development Board (HDB).</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Singtel, Keppel Corp, Chip Eng Seng</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\">\nSingapore Stocks to Watch: Singtel, Keppel Corp, Chip Eng Seng\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-singtel-keppel-corp-chip-eng-seng><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect the trading of their securities on Wednesday (Jun 1):Singtel on Friday reported S$994.5 million in net profit for its second half ended ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-singtel-keppel-corp-chip-eng-seng\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司","Z74.SI":"新电信"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-singtel-keppel-corp-chip-eng-seng","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183457346","content_text":"THE following companies saw new developments that may affect the trading of their securities on Wednesday (Jun 1):Singtel on Friday reported S$994.5 million in net profit for its second half ended March, up more than 10 times from S$87.6 million in H2 FY2021, as the group’s exceptional items turned positive, from a net exceptional loss booked the previous year.Keppel Corporation announced Tuesday (May 31) that wholly-owned subsidiary Keppel Seghers Engineering Singapore (KSES) has commenced arbitration proceedings against the Qatar Public Works Authority (PWA).Chip Eng Seng Corporation announced Tuesday (May 31) that wholly-owned subsidiary CES Engineering & Construction has been awarded a S$173.5 million contract by the Housing and Development Board (HDB).","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021341608,"gmtCreate":1653008234504,"gmtModify":1676535206553,"author":{"id":"4099622722860440","authorId":"4099622722860440","name":"LiliMe","avatar":"https://static.tigerbbs.com/4202d921353cc8edc625e395870b44a6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099622722860440","authorIdStr":"4099622722860440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021341608","repostId":"1105629381","repostType":4,"repost":{"id":"1105629381","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1653007626,"share":"https://ttm.financial/m/news/1105629381?lang=&edition=fundamental","pubTime":"2022-05-20 08:47","market":"sg","language":"en","title":"Singapore Stocks to watch: Centurion, FLCT, Yeo Hiap Seng, PEC","url":"https://stock-news.laohu8.com/highlight/detail?id=1105629381","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (May 20):</p><p><b>Centurion:</b> CENTURION Corp will acquire a 103-bed freehold student accommodation asset in Nottingham in the United Kingdom for £10.4 million (S$18 million), the mainboard-listed company said in a late-night bourse filing on Thursday (May 19).</p><p>The group expects the acquisition to enlarge its purpose-build student accommodation (PBSA) portfolio in the UK to 2,910 beds in 11 assets across 5 cities. This includes 5 assets in Manchester, 3 in Nottingham, and 1 each in Liverpool, Bristol and Newcastle.</p><p><b>FLCT:</b> Frasers Logistics &amp; Commercial Trust (FLCT) plans to acquire a fully-leased freehold suburban commercial property in Victoria, Australia for A$60.25 million (about S$58.4 million).</p><p>In a filing to the Singapore bourse on Thursday, FLCT said that the purchase price took into consideration an independent valuation of A$60.25 million conducted by consultancy CIVAS (VIC) as at April, 30, 2022. The deal is slated for completion on May 20.</p><p><b>Yeo Hiap Seng:</b> BEVERAGE manufacturer Yeo Hiap Seng on Thursday (May 19) announced that its chief finance officer Chan Ying Jian, as well as its Malaysia, Indonesia and Brunei chief executive officer Jerson Go Uy have tendered their resignations.</p><p>Chan, whojoined Yeo’sin July last year, will leave the company on Aug 10. The mainboard-listed company said in a bourse filing that he will be leaving to pursue other career opportunities, and more details on his replacement will be provided soon.</p><p><b>PEC:</b> ENGINEERING firm PEC has won new contracts totalling S$80 million for engineering, procurement and construction (EPC) as well as mechanical works across various projects in the energy and chemicals, and the floating production storage and offloading (FPSO) sectors.</p><p>Among them are S$50 million in contracts awarded to its unit, PEC Process Systems, to provide EPC and commissioning of oil, water and gas-handling packages.</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>Singapore Stocks to watch: Centurion, FLCT, Yeo Hiap Seng, PEC</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\">\nSingapore Stocks to watch: Centurion, FLCT, Yeo Hiap Seng, PEC\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-20 08:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (May 20):</p><p><b>Centurion:</b> CENTURION Corp will acquire a 103-bed freehold student accommodation asset in Nottingham in the United Kingdom for £10.4 million (S$18 million), the mainboard-listed company said in a late-night bourse filing on Thursday (May 19).</p><p>The group expects the acquisition to enlarge its purpose-build student accommodation (PBSA) portfolio in the UK to 2,910 beds in 11 assets across 5 cities. This includes 5 assets in Manchester, 3 in Nottingham, and 1 each in Liverpool, Bristol and Newcastle.</p><p><b>FLCT:</b> Frasers Logistics &amp; Commercial Trust (FLCT) plans to acquire a fully-leased freehold suburban commercial property in Victoria, Australia for A$60.25 million (about S$58.4 million).</p><p>In a filing to the Singapore bourse on Thursday, FLCT said that the purchase price took into consideration an independent valuation of A$60.25 million conducted by consultancy CIVAS (VIC) as at April, 30, 2022. The deal is slated for completion on May 20.</p><p><b>Yeo Hiap Seng:</b> BEVERAGE manufacturer Yeo Hiap Seng on Thursday (May 19) announced that its chief finance officer Chan Ying Jian, as well as its Malaysia, Indonesia and Brunei chief executive officer Jerson Go Uy have tendered their resignations.</p><p>Chan, whojoined Yeo’sin July last year, will leave the company on Aug 10. The mainboard-listed company said in a bourse filing that he will be leaving to pursue other career opportunities, and more details on his replacement will be provided soon.</p><p><b>PEC:</b> ENGINEERING firm PEC has won new contracts totalling S$80 million for engineering, procurement and construction (EPC) as well as mechanical works across various projects in the energy and chemicals, and the floating production storage and offloading (FPSO) sectors.</p><p>Among them are S$50 million in contracts awarded to its unit, PEC Process Systems, to provide EPC and commissioning of oil, water and gas-handling packages.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OU8.SI":"胜捷企业有限公司","Y03.SI":"杨协成有限公司","BUOU.SI":"星狮物流工业信托","IX2.SI":"PEC集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105629381","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (May 20):Centurion: CENTURION Corp will acquire a 103-bed freehold student accommodation asset in Nottingham in the United Kingdom for £10.4 million (S$18 million), the mainboard-listed company said in a late-night bourse filing on Thursday (May 19).The group expects the acquisition to enlarge its purpose-build student accommodation (PBSA) portfolio in the UK to 2,910 beds in 11 assets across 5 cities. This includes 5 assets in Manchester, 3 in Nottingham, and 1 each in Liverpool, Bristol and Newcastle.FLCT: Frasers Logistics & Commercial Trust (FLCT) plans to acquire a fully-leased freehold suburban commercial property in Victoria, Australia for A$60.25 million (about S$58.4 million).In a filing to the Singapore bourse on Thursday, FLCT said that the purchase price took into consideration an independent valuation of A$60.25 million conducted by consultancy CIVAS (VIC) as at April, 30, 2022. The deal is slated for completion on May 20.Yeo Hiap Seng: BEVERAGE manufacturer Yeo Hiap Seng on Thursday (May 19) announced that its chief finance officer Chan Ying Jian, as well as its Malaysia, Indonesia and Brunei chief executive officer Jerson Go Uy have tendered their resignations.Chan, whojoined Yeo’sin July last year, will leave the company on Aug 10. The mainboard-listed company said in a bourse filing that he will be leaving to pursue other career opportunities, and more details on his replacement will be provided soon.PEC: ENGINEERING firm PEC has won new contracts totalling S$80 million for engineering, procurement and construction (EPC) as well as mechanical works across various projects in the energy and chemicals, and the floating production storage and offloading (FPSO) sectors.Among them are S$50 million in contracts awarded to its unit, PEC Process Systems, to provide EPC and commissioning of oil, water and gas-handling packages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}