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JSY25

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2023-10-10

Gold and commodities could be a better investment.

2023-04-07

2023-04-03

Well said... any how let's see the coming results 👍👍

Apple Stock Presents Opportunity For 25% Upside, Says Analyst: "Golden Installed Base ... Linchpin To Our Bullish Thesis In A Shaky Macro"

2023-03-08

Royal colours.... ONG = prosperity for Chinese..😆

Apple Debuts Yellow iPhone 14 to Boost Interest Until New Model

2023-03-07

Another good analysis.. we'll do your own homework..

Alibaba: Q3 Was A Sign Of Things To Come

2023-03-06

Good performance, can consider to add more..

Sheng Siong Pays Out a 2022 Dividend of S$0.0622: 5 Highlights from the Retailer’s Latest Earnings

2023-03-06

Thank for valuable information..!

Apple's Stock Has 5 Overlooked Catalysts That Will Drive It Higher, Analyst Says

2023-03-03

Slow accumulation...

Apple Stock: Is March A Good Month To Invest?

2023-01-08

Great reminder..invest happily and carefully!

Signs of Seller Exhaustion Left Stocks Primed for a Big Bounce

2022-12-13

Beware of bear market bull run!!

Sorry, the original content has been removed

2022-12-02

Good info... let see next Q result ..

Palantir: This Is Ridiculous

2022-11-24

Noted, well said...

Alibaba: Big Money Is Pulling Out

2022-11-23

Good info.. Market remain volatile.. buy slowly... good luck!

Is a Tesla Stock Buyback Coming?

2022-11-03

Agreeable.. may be can go in bit by bit.. IT might to lower.

Meta Platforms: Once In A Lifetime Buying Opportunity?

2022-11-01

Good support.. Apple!

Apple and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation

2022-10-19

$Palantir Technologies Inc.(PLTR)$Good future, put in your list.

2022-10-19

Good reminder!!

Wake Up: The Bear Market Rally Just Started

2022-10-15

Lower Low... buy carefully DUN have to go all in.. good time to buy anyway..

Sorry, the original content has been removed

2022-10-15

Good sharing..👍

Apple Stock: Fears Are Overdone, Say These Analysts

2022-08-26

🤣

How the Stock Market Performs After Jackson Hole, According to History

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and commodities could be a better investment.","listText":"Gold and commodities could be a better investment.","text":"Gold and commodities could be a better 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said... any how let's see the coming results 👍👍","listText":"Well said... any how let's see the coming results 👍👍","text":"Well said... any how let's see the coming results 👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941542795","repostId":"1121201124","repostType":4,"repost":{"id":"1121201124","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1680490512,"share":"https://www.laohu8.com/m/news/1121201124?lang=&edition=full","pubTime":"2023-04-03 10:55","market":"us","language":"en","title":"Apple Stock Presents Opportunity For 25% Upside, Says Analyst: \"Golden Installed Base ... Linchpin To Our Bullish Thesis In A Shaky Macro\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1121201124","media":"Benzinga","summary":"ZINGER KEY POINTSAbout 25% of the current iPhone-installed device base hasn’t upgraded their iPhones","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>About 25% of the current iPhone-installed device base hasn’t upgraded their iPhones in over four years, according to Wedbush.</p></li><li><p>The firm estimates that the Services business is worth $1.2 trillion to $1.3 trillion for Apple&#39;s SOTP valuation.</p></li></ul><p><strong>Apple, Inc </strong>has remained fairly resilient amid thesupply-chain shocks, production disruptions, and a slowdown in demand.One analyst at Wedbush is even upbeat about the tech giant’s first-quarter performance and has upped his price target for the stock.</p><p style=\"text-align: start;\"><strong>The Apple Analyst: </strong>Daniel Ives maintained an &#34;Outperform&#34; rating and increased the price target from $190 to $205, suggesting roughly a 25% upside from its current level.</p><p style=\"text-align: start;\"><strong>The Apple Thesis: </strong>iPhone production has remained stable, with no major cuts to output amid strong global consumer demand and despite macro storm clouds, Ives said in a note, citing Wedbush’s iPhone 14 Asia checks.</p><p style=\"text-align: start;\">The analyst said Apple clearly benefited this quarter compared to its December shortfalls, which had slipped into January and February. China&#39;s iPhone demand, in particular, has seen a clear uptick in the first quarter, he said.</p><p>January and February were ahead of expectations and the March checks now show a relatively strong finish for iPhones globally, he noted.</p><p style=\"text-align: start;\">Despite U.S.-China tensions, Apple is gaining market share in China, Ives said. He noted that roughly 25% of the current iPhone-installed device base hasn’t upgraded their iPhones in over four years.</p><p>Ives expects the handoff from the iPhone 14 to the iPhone 15 anniversary edition to be a “steadier transition,” rather than some other peak-to-valley iPhone cycles of the past. The bump in average selling price to $900-$925 is also noteworthy, he said.</p><p style=\"text-align: start;\">Ives also sees Apple&#39;s services business accelerate in the fiscal year 2024, with more than 100 million new iPhone users added over the past 15 months, improving attach rates on services, and price increases.</p><p style=\"text-align: start;\">“We believe overall the Services business is worth $1.2 trillion to $1.3 trillion for Apple&#39;s sum-of-the-parts valuation and remains an underappreciated asset by the Street,” Ives said.</p><p style=\"text-align: start;\">The analyst highlighted some of the many levers he sees for Apple, including the company’s annual Worldwide Developer Conference in June. The company could also unveil the AR/VR headset in June, implement a hardware subscription plan, include the new AI functionality in its ecosystem this fall and announce new hardware products on the Mac product line in 2023, he added.</p><p style=\"text-align: start;\">“The golden installed base of Apple is creating more stability in this uncertain macro and remains a linchpin to our bullish thesis in a shaky macro,” Ives said.</p><p style=\"text-align: start;\"><strong>Apple Price Action: </strong>Apple closed Friday’s session 1.56% higher at $164.90, according to Benzinga Pro data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Presents Opportunity For 25% Upside, Says Analyst: \"Golden Installed Base ... Linchpin To Our Bullish Thesis In A Shaky Macro\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Presents Opportunity For 25% Upside, Says Analyst: \"Golden Installed Base ... Linchpin To Our Bullish Thesis In A Shaky Macro\"\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-04-03 10:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>About 25% of the current iPhone-installed device base hasn’t upgraded their iPhones in over four years, according to Wedbush.</p></li><li><p>The firm estimates that the Services business is worth $1.2 trillion to $1.3 trillion for Apple&#39;s SOTP valuation.</p></li></ul><p><strong>Apple, Inc </strong>has remained fairly resilient amid thesupply-chain shocks, production disruptions, and a slowdown in demand.One analyst at Wedbush is even upbeat about the tech giant’s first-quarter performance and has upped his price target for the stock.</p><p style=\"text-align: start;\"><strong>The Apple Analyst: </strong>Daniel Ives maintained an &#34;Outperform&#34; rating and increased the price target from $190 to $205, suggesting roughly a 25% upside from its current level.</p><p style=\"text-align: start;\"><strong>The Apple Thesis: </strong>iPhone production has remained stable, with no major cuts to output amid strong global consumer demand and despite macro storm clouds, Ives said in a note, citing Wedbush’s iPhone 14 Asia checks.</p><p style=\"text-align: start;\">The analyst said Apple clearly benefited this quarter compared to its December shortfalls, which had slipped into January and February. China&#39;s iPhone demand, in particular, has seen a clear uptick in the first quarter, he said.</p><p>January and February were ahead of expectations and the March checks now show a relatively strong finish for iPhones globally, he noted.</p><p style=\"text-align: start;\">Despite U.S.-China tensions, Apple is gaining market share in China, Ives said. He noted that roughly 25% of the current iPhone-installed device base hasn’t upgraded their iPhones in over four years.</p><p>Ives expects the handoff from the iPhone 14 to the iPhone 15 anniversary edition to be a “steadier transition,” rather than some other peak-to-valley iPhone cycles of the past. The bump in average selling price to $900-$925 is also noteworthy, he said.</p><p style=\"text-align: start;\">Ives also sees Apple&#39;s services business accelerate in the fiscal year 2024, with more than 100 million new iPhone users added over the past 15 months, improving attach rates on services, and price increases.</p><p style=\"text-align: start;\">“We believe overall the Services business is worth $1.2 trillion to $1.3 trillion for Apple&#39;s sum-of-the-parts valuation and remains an underappreciated asset by the Street,” Ives said.</p><p style=\"text-align: start;\">The analyst highlighted some of the many levers he sees for Apple, including the company’s annual Worldwide Developer Conference in June. The company could also unveil the AR/VR headset in June, implement a hardware subscription plan, include the new AI functionality in its ecosystem this fall and announce new hardware products on the Mac product line in 2023, he added.</p><p style=\"text-align: start;\">“The golden installed base of Apple is creating more stability in this uncertain macro and remains a linchpin to our bullish thesis in a shaky macro,” Ives said.</p><p style=\"text-align: start;\"><strong>Apple Price Action: </strong>Apple closed Friday’s session 1.56% higher at $164.90, according to Benzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121201124","content_text":"ZINGER KEY POINTSAbout 25% of the current iPhone-installed device base hasn’t upgraded their iPhones in over four years, according to Wedbush.The firm estimates that the Services business is worth $1.2 trillion to $1.3 trillion for Apple's SOTP valuation.Apple, Inc has remained fairly resilient amid thesupply-chain shocks, production disruptions, and a slowdown in demand.One analyst at Wedbush is even upbeat about the tech giant’s first-quarter performance and has upped his price target for the stock.The Apple Analyst: Daniel Ives maintained an \"Outperform\" rating and increased the price target from $190 to $205, suggesting roughly a 25% upside from its current level.The Apple Thesis: iPhone production has remained stable, with no major cuts to output amid strong global consumer demand and despite macro storm clouds, Ives said in a note, citing Wedbush’s iPhone 14 Asia checks.The analyst said Apple clearly benefited this quarter compared to its December shortfalls, which had slipped into January and February. China's iPhone demand, in particular, has seen a clear uptick in the first quarter, he said.January and February were ahead of expectations and the March checks now show a relatively strong finish for iPhones globally, he noted.Despite U.S.-China tensions, Apple is gaining market share in China, Ives said. He noted that roughly 25% of the current iPhone-installed device base hasn’t upgraded their iPhones in over four years.Ives expects the handoff from the iPhone 14 to the iPhone 15 anniversary edition to be a “steadier transition,” rather than some other peak-to-valley iPhone cycles of the past. The bump in average selling price to $900-$925 is also noteworthy, he said.Ives also sees Apple's services business accelerate in the fiscal year 2024, with more than 100 million new iPhone users added over the past 15 months, improving attach rates on services, and price increases.“We believe overall the Services business is worth $1.2 trillion to $1.3 trillion for Apple's sum-of-the-parts valuation and remains an underappreciated asset by the Street,” Ives said.The analyst highlighted some of the many levers he sees for Apple, including the company’s annual Worldwide Developer Conference in June. The company could also unveil the AR/VR headset in June, implement a hardware subscription plan, include the new AI functionality in its ecosystem this fall and announce new hardware products on the Mac product line in 2023, he added.“The golden installed base of Apple is creating more stability in this uncertain macro and remains a linchpin to our bullish thesis in a shaky macro,” Ives said.Apple Price Action: Apple closed Friday’s session 1.56% higher at $164.90, according to Benzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949053530,"gmtCreate":1678254892321,"gmtModify":1678254896583,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Royal colours.... ONG = prosperity for Chinese..😆","listText":"Royal colours.... ONG = prosperity for Chinese..😆","text":"Royal colours.... ONG = prosperity for Chinese..😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949053530","repostId":"2317995964","repostType":4,"repost":{"id":"2317995964","pubTimestamp":1678259746,"share":"https://www.laohu8.com/m/news/2317995964?lang=&edition=full","pubTime":"2023-03-08 15:15","market":"us","language":"en","title":"Apple Debuts Yellow iPhone 14 to Boost Interest Until New Model","url":"https://stock-news.laohu8.com/highlight/detail?id=2317995964","media":"Bloomberg","summary":"Apple Inc. is returning to a frequent trick it uses to keep buyers interested in its current iPhone ","content":"<html><head></head><body><p>Apple Inc. is returning to a frequent trick it uses to keep buyers interested in its current iPhone line until the new model arrives: adding a new color.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20dc8f4d14c1841621dda53e9ab19afb\" tg-width=\"1000\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/><span>Apple’s yellow iPhone 14 and iPhone 14 Plus  Source: Apple</span></p><p>The company announced a yellow version of the iPhone 14 and 14 Plus on Tuesday, adding to the existing midnight, blue, purple, red and starlight options. The new model — which doesn’t add any additional enhancements — becomes available for preorder on March 10 and will go on sale in retail stores on March 14, the company said.</p><p>The color addition gives Apple a new way to market a product that went on sale about six months ago — keeping it top-of-mind for consumers at a time when the iPhone 15 launch is still another six months away. Apple has used the tactic frequently in recent years.</p><p>In 2017 and 2018, the company released red versions of the iPhone 7 and iPhone 8 lines, respectively. In 2021, it added a purple iPhone 12. Last year, it released green versions of both the iPhone 13 and 13 Pro.</p><p>For 2023, the company hasn’t added a new iPhone 14 Pro and Pro Max color. Those models continues to come in black, gold, silver and purple.</p><p>With the next generation of iPhone, expected in September, Apple is planning to add the Dynamic Island — the new interface at the top of the device — to the lower-end versions. Though the standard iPhone 15 will retain the look of the previous model, theiPhone 15 Prowill get more significant changes, including a new titanium design, faster processor and periscope camera with much-improved zoom.</p><p>As it has done in the past, Apple has also added new colors for its iPhone cases and watch bands. In the coming months, the company is also planning new Macs — including new MacBook Air models and the first Apple Silicon-based Mac Pro — as well as theintroductionof its first mixed-reality headset.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Debuts Yellow iPhone 14 to Boost Interest Until New Model</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 Debuts Yellow iPhone 14 to Boost Interest Until New Model\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-07/apple-debuts-yellow-iphone-14-to-boost-interest-until-new-model><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. is returning to a frequent trick it uses to keep buyers interested in its current iPhone line until the new model arrives: adding a new color.Apple’s yellow iPhone 14 and iPhone 14 Plus  ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-07/apple-debuts-yellow-iphone-14-to-boost-interest-until-new-model\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","BK4017":"黄金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4570":"地缘局势概念股","BK4553":"喜马拉雅资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4576":"AR","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4507":"流媒体概念","BK4566":"资本集团","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4559":"巴菲特持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念","BK4527":"明星科技股","BK4588":"碎股","BK4579":"人工智能","LU0109392836.USD":"富兰克林科技股A","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4505":"高瓴资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","AAPL":"苹果","BK4581":"高盛持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-07/apple-debuts-yellow-iphone-14-to-boost-interest-until-new-model","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317995964","content_text":"Apple Inc. is returning to a frequent trick it uses to keep buyers interested in its current iPhone line until the new model arrives: adding a new color.Apple’s yellow iPhone 14 and iPhone 14 Plus  Source: AppleThe company announced a yellow version of the iPhone 14 and 14 Plus on Tuesday, adding to the existing midnight, blue, purple, red and starlight options. The new model — which doesn’t add any additional enhancements — becomes available for preorder on March 10 and will go on sale in retail stores on March 14, the company said.The color addition gives Apple a new way to market a product that went on sale about six months ago — keeping it top-of-mind for consumers at a time when the iPhone 15 launch is still another six months away. Apple has used the tactic frequently in recent years.In 2017 and 2018, the company released red versions of the iPhone 7 and iPhone 8 lines, respectively. In 2021, it added a purple iPhone 12. Last year, it released green versions of both the iPhone 13 and 13 Pro.For 2023, the company hasn’t added a new iPhone 14 Pro and Pro Max color. Those models continues to come in black, gold, silver and purple.With the next generation of iPhone, expected in September, Apple is planning to add the Dynamic Island — the new interface at the top of the device — to the lower-end versions. Though the standard iPhone 15 will retain the look of the previous model, theiPhone 15 Prowill get more significant changes, including a new titanium design, faster processor and periscope camera with much-improved zoom.As it has done in the past, Apple has also added new colors for its iPhone cases and watch bands. In the coming months, the company is also planning new Macs — including new MacBook Air models and the first Apple Silicon-based Mac Pro — as well as theintroductionof its first mixed-reality headset.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940445675,"gmtCreate":1678146632498,"gmtModify":1678146637113,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Another good analysis.. we'll do your own homework..","listText":"Another good analysis.. we'll do your own homework..","text":"Another good analysis.. we'll do your own homework..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940445675","repostId":"1119017532","repostType":4,"repost":{"id":"1119017532","pubTimestamp":1678109542,"share":"https://www.laohu8.com/m/news/1119017532?lang=&edition=full","pubTime":"2023-03-06 21:32","market":"us","language":"en","title":"Alibaba: Q3 Was A Sign Of Things To Come","url":"https://stock-news.laohu8.com/highlight/detail?id=1119017532","media":"Seeking Alpha","summary":"SummaryAlibaba reported a solid Q3, earning $2.60 while buying back $3.3B in stock.The company has a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba reported a solid Q3, earning $2.60 while buying back $3.3B in stock.</li><li>The company has a rock-solid balance sheet with more than $70B in cash and equivalents, large equity investments, and debt of $23B.</li><li>Shares currently trade at a P/E of 11.5x and look even cheaper when you consider the fact that they have 30% of their market cap in cash equivalents.</li><li>I think patient investors will see multiple expansion in the coming years despite the China discount.</li><li>Michael Burry of Big Short fame also added shares to his portfolio in Q4.</li></ul><p>I’m going to write this article a little differently than I usually do. For most of my articles I try to stick to a general outline: a brief introduction followed by the investment thesis into some information on the company, wrapping up with valuation, dividends and/or buybacks, and a conclusion. I try to keep articles under 1500 words because those are the articles I prefer as a reader. Today I’m going to ramble a bit and wrap up after talking some more about the valuation.</p><p><b>Painting a Hypothetical Picture</b></p><p>Imagine there is a stock with a market cap of $232B, which is down over 70% from its peak. There is political risk and the complexity of an ADR structure, but shares are dual listed on the Hong Kong exchange, and the ADRs can be exchanged for Hong Kong shares through your brokerage. While the company’s home country overreacted to the beer bug with harsh lockdowns, they have started to open up their economy in the last couple of months. Their Q3 results were better than the first two quarters of the year, and I think we will see tailwinds in 2023 as their home country gets back to normal.</p><p>Approximately 90% of their revenue comes from China. While this creates uncertainty for American investors due to the so-called “China Discount”, I think that is why the valuation is so compelling today. Shares trade hands for just under $90 as I write this, which is up about 50% from the lows in October. The company has a cash rich balance sheet with $28.3B in cash and $45.8B in short term investments. They also have $33B in equity securities and $30.2B in equity method investments. This includes a 1/3 stake in Ant Group, which is one half of China’s fintech duopoly.</p><p>I’m curious to see what happens with Ant Group, which was pursuing a massive IPO a couple years ago. I don’t want to blow smoke, but I think the company’s stake is probably worth more than $30B. A quick peek at the liabilities side of the balance sheet shows approximately $23B in debt, which I don’t have any worries about given the amount of cash and equivalents on the balance sheet. The company has also taken advantage of the selloff to buy back a huge number of shares in the last couple years.</p><p>They repurchased 45.4M ADRs in Q3 for $3.3B, which is over 1% of the current market cap. The company earned $2.60 per share in Q3, a much better result than the first two quarters of the year. If you think like I do that this is sustainable, the company could earn $10 (or more) per share over the next 12 months. The buyback could also provide a nice tailwind for EPS and the current authorization has $21.3B remaining for the company to use over the next two years.</p><p>Another prominent investor has also recently taken a stake in the company. Michael Burry of Big Short fame recently bought the stock, which was approximately 10% of his portfolio at the time of the 13F filing at year end. Say what you want about the eccentric investor, but he has a history of identifying opportunities in the market with favorable risk/reward profiles. I don’t typically bury the lede like this, but that’s the position that Alibaba (NYSE:BABA) is in right now.</p><p><b>More on The Valuation</b></p><p>Alibaba stock is about as cheap as it has been since going public in the second half of 2014. Shares currently have earnings multiple of 11.5x, which is far too cheap even when you factor in the China discount if you ask me. If you factor in the company’s balance sheet, Alibaba looks even cheaper. If you just look at the cash and equivalents of $74.1B, the company has over 30% of its market cap in cash alone.</p><p><img src=\"https://static.tigerbbs.com/bf38a838c37d91a637134a62f51a46fb\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Price/Earnings(fastgraphs.com)</p><p>If you want to pull the $74.1B in cash out of the $232B market cap, that leaves us with a valuation of $158B on the rest of the company. That would put the P/E in the single digits, which I think gives long-term investors a lot of potential for multiple expansion in the next couple of years. I don’t know if Alibaba will catch up to American tech companies as far as valuation, but I think today’s valuation is far too cheap. I don’t know what the short-term price action will be like, but I would be surprised if Alibaba is still trading below $100 in a year.</p><p><b>Conclusion</b></p><p>While I keep an eye on earnings when they come out for all the companies I own, sometimes I choose to wait a bit to write on a company to see how the market reacts and read some of the articles written by other authors. I thought there was a lot to like about the most recent quarterly report, and I think the risk/reward is very attractive for investors willing to stomach the volatility and risks that come with owning shares. If you told me that Alibaba would be down about 20% after the most recent earnings report, I would have been surprised to say the least. Chinese stocks aren’t for everyone, but I think the potential reward could be very lucrative for investors that understand the full picture with Alibaba.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Q3 Was A Sign Of Things To Come</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Q3 Was A Sign Of Things To Come\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 21:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584592-alibaba-q3-sign-things-to-come><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba reported a solid Q3, earning $2.60 while buying back $3.3B in stock.The company has a rock-solid balance sheet with more than $70B in cash and equivalents, large equity investments, and...</p>\n\n<a href=\"https://seekingalpha.com/article/4584592-alibaba-q3-sign-things-to-come\">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-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4584592-alibaba-q3-sign-things-to-come","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1119017532","content_text":"SummaryAlibaba reported a solid Q3, earning $2.60 while buying back $3.3B in stock.The company has a rock-solid balance sheet with more than $70B in cash and equivalents, large equity investments, and debt of $23B.Shares currently trade at a P/E of 11.5x and look even cheaper when you consider the fact that they have 30% of their market cap in cash equivalents.I think patient investors will see multiple expansion in the coming years despite the China discount.Michael Burry of Big Short fame also added shares to his portfolio in Q4.I’m going to write this article a little differently than I usually do. For most of my articles I try to stick to a general outline: a brief introduction followed by the investment thesis into some information on the company, wrapping up with valuation, dividends and/or buybacks, and a conclusion. I try to keep articles under 1500 words because those are the articles I prefer as a reader. Today I’m going to ramble a bit and wrap up after talking some more about the valuation.Painting a Hypothetical PictureImagine there is a stock with a market cap of $232B, which is down over 70% from its peak. There is political risk and the complexity of an ADR structure, but shares are dual listed on the Hong Kong exchange, and the ADRs can be exchanged for Hong Kong shares through your brokerage. While the company’s home country overreacted to the beer bug with harsh lockdowns, they have started to open up their economy in the last couple of months. Their Q3 results were better than the first two quarters of the year, and I think we will see tailwinds in 2023 as their home country gets back to normal.Approximately 90% of their revenue comes from China. While this creates uncertainty for American investors due to the so-called “China Discount”, I think that is why the valuation is so compelling today. Shares trade hands for just under $90 as I write this, which is up about 50% from the lows in October. The company has a cash rich balance sheet with $28.3B in cash and $45.8B in short term investments. They also have $33B in equity securities and $30.2B in equity method investments. This includes a 1/3 stake in Ant Group, which is one half of China’s fintech duopoly.I’m curious to see what happens with Ant Group, which was pursuing a massive IPO a couple years ago. I don’t want to blow smoke, but I think the company’s stake is probably worth more than $30B. A quick peek at the liabilities side of the balance sheet shows approximately $23B in debt, which I don’t have any worries about given the amount of cash and equivalents on the balance sheet. The company has also taken advantage of the selloff to buy back a huge number of shares in the last couple years.They repurchased 45.4M ADRs in Q3 for $3.3B, which is over 1% of the current market cap. The company earned $2.60 per share in Q3, a much better result than the first two quarters of the year. If you think like I do that this is sustainable, the company could earn $10 (or more) per share over the next 12 months. The buyback could also provide a nice tailwind for EPS and the current authorization has $21.3B remaining for the company to use over the next two years.Another prominent investor has also recently taken a stake in the company. Michael Burry of Big Short fame recently bought the stock, which was approximately 10% of his portfolio at the time of the 13F filing at year end. Say what you want about the eccentric investor, but he has a history of identifying opportunities in the market with favorable risk/reward profiles. I don’t typically bury the lede like this, but that’s the position that Alibaba (NYSE:BABA) is in right now.More on The ValuationAlibaba stock is about as cheap as it has been since going public in the second half of 2014. Shares currently have earnings multiple of 11.5x, which is far too cheap even when you factor in the China discount if you ask me. If you factor in the company’s balance sheet, Alibaba looks even cheaper. If you just look at the cash and equivalents of $74.1B, the company has over 30% of its market cap in cash alone.Price/Earnings(fastgraphs.com)If you want to pull the $74.1B in cash out of the $232B market cap, that leaves us with a valuation of $158B on the rest of the company. That would put the P/E in the single digits, which I think gives long-term investors a lot of potential for multiple expansion in the next couple of years. I don’t know if Alibaba will catch up to American tech companies as far as valuation, but I think today’s valuation is far too cheap. I don’t know what the short-term price action will be like, but I would be surprised if Alibaba is still trading below $100 in a year.ConclusionWhile I keep an eye on earnings when they come out for all the companies I own, sometimes I choose to wait a bit to write on a company to see how the market reacts and read some of the articles written by other authors. I thought there was a lot to like about the most recent quarterly report, and I think the risk/reward is very attractive for investors willing to stomach the volatility and risks that come with owning shares. If you told me that Alibaba would be down about 20% after the most recent earnings report, I would have been surprised to say the least. Chinese stocks aren’t for everyone, but I think the potential reward could be very lucrative for investors that understand the full picture with Alibaba.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940548180,"gmtCreate":1678069492640,"gmtModify":1678069496075,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good performance, can consider to add more..","listText":"Good performance, can consider to add more..","text":"Good performance, can consider to add more..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940548180","repostId":"1165875902","repostType":4,"repost":{"id":"1165875902","pubTimestamp":1678067025,"share":"https://www.laohu8.com/m/news/1165875902?lang=&edition=full","pubTime":"2023-03-06 09:43","market":"sg","language":"en","title":"Sheng Siong Pays Out a 2022 Dividend of S$0.0622: 5 Highlights from the Retailer’s Latest Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1165875902","media":"The Smart Investor","summary":"Sheng Siong Group(SGX: OV8) has eked out a small year on year increase in net profit even as revenue","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e2a21be70c0f85e9901cc63d4d4423ec\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sheng Siong Group</b>(SGX: OV8) has eked out a small year on year increase in net profit even as revenue moderated as Singapore enters the endemic stage of COVID-19.</p><p>This sturdy result speaks volumes of management’s commitment to continually improving its margins and managing its inventory to obtain optimal results.</p><p>Here are five highlights from Sheng Siong’s 2022 earnings report.</p><p><b>1. A respectable set of financial numbers</b></p><p>For 2022, Sheng Siong saw its revenue dip by 2.2% year on year to S$1.3 billion as demand normalised on the back of easing mobility restrictions as of 1 April 2022.</p><p>Comparable store sales saw a 4.8% year on year decline but were offset by a 2.1% year on year revenue contribution from the opening of five new stores.</p><p>Despite the lower revenue, Sheng Siong reported a slightly higher gross profit of S$393.5 million for 2022 compared to S$393.3 million in 2021 as the gross margin improved (more on this in point three below).</p><p>Net profit ended up almost flat year on year at S$133.6 million.</p><p>The group generated a free cash flow of S$158 million in 2022, 12.1% higher year on year.</p><p>A final dividend of S$0.0307 was declared, bringing the full-year dividend to S$0.0622.</p><p>The totaldividendwas slightly higher than 2021’s dividend of S$0.062 and demonstrates management’s commitment to rewarding shareholders.</p><p><b>2. Continued store expansion</b><img src=\"https://static.tigerbbs.com/a217cc3416ea5f0da613552f60ee50f4\" tg-width=\"1488\" tg-height=\"770\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Sheng Siong 2022 Presentation Slides</p><p>Sheng Siong has managed to continue growing its store count even through 2021 and 2022.</p><p>The retailer ended 2022 with a total of 67 stores, three more than it had in 2021.</p><p>In addition, the store area also continued to expand, going from 576,600 square feet in 2021 to 607,800 square feet a year later.</p><p>The group has grown its store count impressively over the past 10 years, doubling it from just 33 back in 2013 to the current 67.</p><p><b>3. A steady uplift in gross margin</b></p><p>Gross margin is one aspect that Sheng Siong works on improving year after year.</p><p>For 2022, the retailer has once again increased its gross margin from 28.7% a year ago to 29.4%.</p><p>When compared with 2019, it’s clear that the gross margin has gone through a vast improvement as it was just 26.9% back then.</p><p>The group is committed to improving its sales mix to shift towards higher margin products, notably its house brand products, of which it has 23.</p><p>Another method is to derive better efficiency from its supply chain, which may involve bulk discounts on large purchases of products.</p><p><b>4. A boost from inflation and Budget 2023</b></p><p>With Singapore’s coreinflationrunning at 4.1% for 2022, more households are expected to cut back on their spending this year.</p><p>This cutback is good news for Sheng Siong, though.</p><p>More consumers will hold back on dining in expensive restaurants and cafes and, instead, increase their spending on groceries and fresh food.</p><p>Moreover, the Singapore government has given the retail sector a shot in the arm by doling out a wide range of payouts and rebates in its recent Budget 2023.</p><p>Cash will be given in the form of GST Vouchers as well as a special cost-of-living payment to offset inflation.</p><p>The Assurance Package will also give out S$300 in Community Development Council (CDC) vouchers in 2024 to help offset household expenses.</p><p>These CDC vouchers can be used at food and beverage outlets and also supermarket operators such as Sheng Siong.</p><p><b>5. HDB ramp-up should benefit new store openings</b></p><p>Management seeks to grow through the expansion of Sheng Siong’s store network in areas where it does not have a presence.</p><p>The plan is to open at least three new stores per year, with one new store slated to open in March 2023.</p><p>This year looks set to be a promising one for the retailer as HDB ramps up its flat supply.</p><p>Around 100,000 private and public homes will be completed between 2023 and 2025, with nearly 40,000 to be ready this year alone.</p><p>Of these, around 20,000 HDB flats will be completed across 22 projects, assured National Development Minister Desmond Lee.</p><p>This vast increase in the supply of HDB flats opens up enticing opportunities for Sheng Siong to bid for shop spaces to increase its store footprint.</p><p>If successful, new store growth along with higher comparable store sales should continue to drive up the retailer’s revenue and net profit.</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>Sheng Siong Pays Out a 2022 Dividend of S$0.0622: 5 Highlights from the Retailer’s Latest Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSheng Siong Pays Out a 2022 Dividend of S$0.0622: 5 Highlights from the Retailer’s Latest Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/sheng-siong-pays-out-a-2022-dividend-of-s0-0622-5-highlights-from-the-retailers-latest-earnings/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sheng Siong Group(SGX: OV8) has eked out a small year on year increase in net profit even as revenue moderated as Singapore enters the endemic stage of COVID-19.This sturdy result speaks volumes of ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/sheng-siong-pays-out-a-2022-dividend-of-s0-0622-5-highlights-from-the-retailers-latest-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OV8.SI":"昇菘"},"source_url":"https://thesmartinvestor.com.sg/sheng-siong-pays-out-a-2022-dividend-of-s0-0622-5-highlights-from-the-retailers-latest-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165875902","content_text":"Sheng Siong Group(SGX: OV8) has eked out a small year on year increase in net profit even as revenue moderated as Singapore enters the endemic stage of COVID-19.This sturdy result speaks volumes of management’s commitment to continually improving its margins and managing its inventory to obtain optimal results.Here are five highlights from Sheng Siong’s 2022 earnings report.1. A respectable set of financial numbersFor 2022, Sheng Siong saw its revenue dip by 2.2% year on year to S$1.3 billion as demand normalised on the back of easing mobility restrictions as of 1 April 2022.Comparable store sales saw a 4.8% year on year decline but were offset by a 2.1% year on year revenue contribution from the opening of five new stores.Despite the lower revenue, Sheng Siong reported a slightly higher gross profit of S$393.5 million for 2022 compared to S$393.3 million in 2021 as the gross margin improved (more on this in point three below).Net profit ended up almost flat year on year at S$133.6 million.The group generated a free cash flow of S$158 million in 2022, 12.1% higher year on year.A final dividend of S$0.0307 was declared, bringing the full-year dividend to S$0.0622.The totaldividendwas slightly higher than 2021’s dividend of S$0.062 and demonstrates management’s commitment to rewarding shareholders.2. Continued store expansionSource: Sheng Siong 2022 Presentation SlidesSheng Siong has managed to continue growing its store count even through 2021 and 2022.The retailer ended 2022 with a total of 67 stores, three more than it had in 2021.In addition, the store area also continued to expand, going from 576,600 square feet in 2021 to 607,800 square feet a year later.The group has grown its store count impressively over the past 10 years, doubling it from just 33 back in 2013 to the current 67.3. A steady uplift in gross marginGross margin is one aspect that Sheng Siong works on improving year after year.For 2022, the retailer has once again increased its gross margin from 28.7% a year ago to 29.4%.When compared with 2019, it’s clear that the gross margin has gone through a vast improvement as it was just 26.9% back then.The group is committed to improving its sales mix to shift towards higher margin products, notably its house brand products, of which it has 23.Another method is to derive better efficiency from its supply chain, which may involve bulk discounts on large purchases of products.4. A boost from inflation and Budget 2023With Singapore’s coreinflationrunning at 4.1% for 2022, more households are expected to cut back on their spending this year.This cutback is good news for Sheng Siong, though.More consumers will hold back on dining in expensive restaurants and cafes and, instead, increase their spending on groceries and fresh food.Moreover, the Singapore government has given the retail sector a shot in the arm by doling out a wide range of payouts and rebates in its recent Budget 2023.Cash will be given in the form of GST Vouchers as well as a special cost-of-living payment to offset inflation.The Assurance Package will also give out S$300 in Community Development Council (CDC) vouchers in 2024 to help offset household expenses.These CDC vouchers can be used at food and beverage outlets and also supermarket operators such as Sheng Siong.5. HDB ramp-up should benefit new store openingsManagement seeks to grow through the expansion of Sheng Siong’s store network in areas where it does not have a presence.The plan is to open at least three new stores per year, with one new store slated to open in March 2023.This year looks set to be a promising one for the retailer as HDB ramps up its flat supply.Around 100,000 private and public homes will be completed between 2023 and 2025, with nearly 40,000 to be ready this year alone.Of these, around 20,000 HDB flats will be completed across 22 projects, assured National Development Minister Desmond Lee.This vast increase in the supply of HDB flats opens up enticing opportunities for Sheng Siong to bid for shop spaces to increase its store footprint.If successful, new store growth along with higher comparable store sales should continue to drive up the retailer’s revenue and net profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940548319,"gmtCreate":1678069453232,"gmtModify":1678069457520,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thank for valuable information..!","listText":"Thank for valuable information..!","text":"Thank for valuable information..!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940548319","repostId":"2316146909","repostType":4,"repost":{"id":"2316146909","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":1678068446,"share":"https://www.laohu8.com/m/news/2316146909?lang=&edition=full","pubTime":"2023-03-06 10:07","market":"us","language":"en","title":"Apple's Stock Has 5 Overlooked Catalysts That Will Drive It Higher, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2316146909","media":"Dow Jones","summary":"Morgan Stanley continues to see Apple as a top stock pick“History shows you want to own Apple stock ","content":"<html><head></head><body><p>Morgan Stanley continues to see Apple as a top stock pick</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/200d5c0678849d29304cb5580fcef28a\" tg-width=\"700\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/><span>“History shows you want to own Apple stock 6-9 months ahead of key product launches,” Morgan Stanley says.</span></p><p>On the surface, Apple Inc. wouldn&#39;t appear to have the most optimal setup.</p><p>The consumer-electronics company has been facing &#34;weaker consumer electronics spending, a challenging macro backdrop, [foreign-exchange] headwinds, iPhone production shortages, and lingering COVID restrictions&#34;--all factors that could drive the company to its first fiscal year of revenue and earnings declines since 2019, according to Morgan Stanley analyst Erik Woodring.</p><p>Looking more deeply, however, Woodring thinks Wall Street is overlooking numerous compelling parts of Apple&#39;s (AAPL) story that could play out &#34;beyond the near-term.&#34;</p><p>He cheered &#34;a catalyst-rich event path over the next 12 months that is underappreciated by investors, including reaccelerating iPhone and Services growth, record gross margins, two new product launches, and the potential introduction of an iPhone subscription program.&#34;</p><p>These &#34;5 underappreciated catalysts&#34; could drive a &#34;re-rating&#34; of Apple&#39;s stock, in his view, meaning that they could prompt investors to assign a higher multiple to the name. Apple remains Woodring&#39;s top pick, and he boosted his price target to $180 from $175 in a Friday note to clients.</p><p>Woodring sees pent-up demand for iPhones, a trend that could help spur a reacceleration in device shipments during fiscal 2024 that&#39;s more robust than what&#39;s currently baked into consensus expectations.</p><p>Services growth could also pick up after a slowdown that&#39;s &#34;concerned&#34; investors.</p><p>&#34;However, underlying this deceleration has been the most extreme FX headwinds the company has faced as far back as we&#39;ve tracked the data, which suggests that in constant currency, Services has still been growing low double-digits,&#34; Woodring noted, versus the mid-single-digit growth the company has seen recently.</p><p>The services business could reaccelerate going forward, in his view, as Apple starts cashing in on the hundred-million-plus new users that joined its ecosystem last year and benefits from price increases on services like Apple Music and Apple TV+.</p><p>Additionally, Woodring thinks that Wall Street isn&#39;t giving the company enough credit for its margin potential.</p><p>&#34;Perhaps what is most underappreciated by investors today is just how strong Apple&#39;s underlying gross margins are when adjusting for FX headwinds, which we estimate were 46% in the Dec Q, and are likely to reach nearly 47% in the March Q,&#34; he wrote.</p><p>He sees about 150 basis points of upside to consensus expectations for Apple&#39;s gross margins in fiscal 2023 and 2024.</p><p>There could also be some excitement later this year as Apple prepares to debut its next iPhone model and the augmented reality/virtual reality headset that&#39;s been rumored to be in the works.</p><p>&#34;History shows you want to own Apple stock 6-9 months ahead of key product launches, with Apple&#39;s new AR/VR headset and the iPhone 15 launch both key upcoming catalysts,&#34; according to Woodring.</p><p>Finally, he&#39;s upbeat about the possible launch of a hardware subscription program, which could get Wall Street to think about Apple&#39;s stock differently.</p><p>&#34;What gets us most excited as an Apple analyst today is the business model transformation Apple is undergoing, shifting toward a model focused on installed base monetization rather than unit growth, which in our view, increasingly argues for a valuation more commensurate of a subscription-like business vs. valuation today that is more reflective of a high-quality technology platform.&#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>Apple's Stock Has 5 Overlooked Catalysts That Will Drive It Higher, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Stock Has 5 Overlooked Catalysts That Will Drive It Higher, Analyst Says\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\">2023-03-06 10:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Morgan Stanley continues to see Apple as a top stock pick</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/200d5c0678849d29304cb5580fcef28a\" tg-width=\"700\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/><span>“History shows you want to own Apple stock 6-9 months ahead of key product launches,” Morgan Stanley says.</span></p><p>On the surface, Apple Inc. wouldn&#39;t appear to have the most optimal setup.</p><p>The consumer-electronics company has been facing &#34;weaker consumer electronics spending, a challenging macro backdrop, [foreign-exchange] headwinds, iPhone production shortages, and lingering COVID restrictions&#34;--all factors that could drive the company to its first fiscal year of revenue and earnings declines since 2019, according to Morgan Stanley analyst Erik Woodring.</p><p>Looking more deeply, however, Woodring thinks Wall Street is overlooking numerous compelling parts of Apple&#39;s (AAPL) story that could play out &#34;beyond the near-term.&#34;</p><p>He cheered &#34;a catalyst-rich event path over the next 12 months that is underappreciated by investors, including reaccelerating iPhone and Services growth, record gross margins, two new product launches, and the potential introduction of an iPhone subscription program.&#34;</p><p>These &#34;5 underappreciated catalysts&#34; could drive a &#34;re-rating&#34; of Apple&#39;s stock, in his view, meaning that they could prompt investors to assign a higher multiple to the name. Apple remains Woodring&#39;s top pick, and he boosted his price target to $180 from $175 in a Friday note to clients.</p><p>Woodring sees pent-up demand for iPhones, a trend that could help spur a reacceleration in device shipments during fiscal 2024 that&#39;s more robust than what&#39;s currently baked into consensus expectations.</p><p>Services growth could also pick up after a slowdown that&#39;s &#34;concerned&#34; investors.</p><p>&#34;However, underlying this deceleration has been the most extreme FX headwinds the company has faced as far back as we&#39;ve tracked the data, which suggests that in constant currency, Services has still been growing low double-digits,&#34; Woodring noted, versus the mid-single-digit growth the company has seen recently.</p><p>The services business could reaccelerate going forward, in his view, as Apple starts cashing in on the hundred-million-plus new users that joined its ecosystem last year and benefits from price increases on services like Apple Music and Apple TV+.</p><p>Additionally, Woodring thinks that Wall Street isn&#39;t giving the company enough credit for its margin potential.</p><p>&#34;Perhaps what is most underappreciated by investors today is just how strong Apple&#39;s underlying gross margins are when adjusting for FX headwinds, which we estimate were 46% in the Dec Q, and are likely to reach nearly 47% in the March Q,&#34; he wrote.</p><p>He sees about 150 basis points of upside to consensus expectations for Apple&#39;s gross margins in fiscal 2023 and 2024.</p><p>There could also be some excitement later this year as Apple prepares to debut its next iPhone model and the augmented reality/virtual reality headset that&#39;s been rumored to be in the works.</p><p>&#34;History shows you want to own Apple stock 6-9 months ahead of key product launches, with Apple&#39;s new AR/VR headset and the iPhone 15 launch both key upcoming catalysts,&#34; according to Woodring.</p><p>Finally, he&#39;s upbeat about the possible launch of a hardware subscription program, which could get Wall Street to think about Apple&#39;s stock differently.</p><p>&#34;What gets us most excited as an Apple analyst today is the business model transformation Apple is undergoing, shifting toward a model focused on installed base monetization rather than unit growth, which in our view, increasingly argues for a valuation more commensurate of a subscription-like business vs. valuation today that is more reflective of a high-quality technology platform.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4575":"芯片概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4527":"明星科技股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4559":"巴菲特持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4501":"段永平概念","BK4588":"碎股","BK4550":"红杉资本持仓","LU0444971666.USD":"天利全球科技基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","AAPL":"苹果","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4573":"虚拟现实","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4170":"电脑硬件、储存设备及电脑周边","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316146909","content_text":"Morgan Stanley continues to see Apple as a top stock pick“History shows you want to own Apple stock 6-9 months ahead of key product launches,” Morgan Stanley says.On the surface, Apple Inc. wouldn't appear to have the most optimal setup.The consumer-electronics company has been facing \"weaker consumer electronics spending, a challenging macro backdrop, [foreign-exchange] headwinds, iPhone production shortages, and lingering COVID restrictions\"--all factors that could drive the company to its first fiscal year of revenue and earnings declines since 2019, according to Morgan Stanley analyst Erik Woodring.Looking more deeply, however, Woodring thinks Wall Street is overlooking numerous compelling parts of Apple's (AAPL) story that could play out \"beyond the near-term.\"He cheered \"a catalyst-rich event path over the next 12 months that is underappreciated by investors, including reaccelerating iPhone and Services growth, record gross margins, two new product launches, and the potential introduction of an iPhone subscription program.\"These \"5 underappreciated catalysts\" could drive a \"re-rating\" of Apple's stock, in his view, meaning that they could prompt investors to assign a higher multiple to the name. Apple remains Woodring's top pick, and he boosted his price target to $180 from $175 in a Friday note to clients.Woodring sees pent-up demand for iPhones, a trend that could help spur a reacceleration in device shipments during fiscal 2024 that's more robust than what's currently baked into consensus expectations.Services growth could also pick up after a slowdown that's \"concerned\" investors.\"However, underlying this deceleration has been the most extreme FX headwinds the company has faced as far back as we've tracked the data, which suggests that in constant currency, Services has still been growing low double-digits,\" Woodring noted, versus the mid-single-digit growth the company has seen recently.The services business could reaccelerate going forward, in his view, as Apple starts cashing in on the hundred-million-plus new users that joined its ecosystem last year and benefits from price increases on services like Apple Music and Apple TV+.Additionally, Woodring thinks that Wall Street isn't giving the company enough credit for its margin potential.\"Perhaps what is most underappreciated by investors today is just how strong Apple's underlying gross margins are when adjusting for FX headwinds, which we estimate were 46% in the Dec Q, and are likely to reach nearly 47% in the March Q,\" he wrote.He sees about 150 basis points of upside to consensus expectations for Apple's gross margins in fiscal 2023 and 2024.There could also be some excitement later this year as Apple prepares to debut its next iPhone model and the augmented reality/virtual reality headset that's been rumored to be in the works.\"History shows you want to own Apple stock 6-9 months ahead of key product launches, with Apple's new AR/VR headset and the iPhone 15 launch both key upcoming catalysts,\" according to Woodring.Finally, he's upbeat about the possible launch of a hardware subscription program, which could get Wall Street to think about Apple's stock differently.\"What gets us most excited as an Apple analyst today is the business model transformation Apple is undergoing, shifting toward a model focused on installed base monetization rather than unit growth, which in our view, increasingly argues for a valuation more commensurate of a subscription-like business vs. valuation today that is more reflective of a high-quality technology platform.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940858673,"gmtCreate":1677825617493,"gmtModify":1677825621366,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Slow accumulation...","listText":"Slow accumulation...","text":"Slow accumulation...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940858673","repostId":"1178734808","repostType":4,"repost":{"id":"1178734808","pubTimestamp":1677824238,"share":"https://www.laohu8.com/m/news/1178734808?lang=&edition=full","pubTime":"2023-03-03 14:17","market":"us","language":"en","title":"Apple Stock: Is March A Good Month To Invest?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178734808","media":"The Street","summary":"Investors looking to buy and hold Apple stock in 2023 may be wondering if March is a good month to d","content":"<html><head></head><body><ul><li>Investors looking to buy and hold Apple stock in 2023 may be wondering if March is a good month to do so. Here are some key considerations for AAPL investors.</li></ul><ul><li>Apple stock has performed very well so far in 2023, up 13% year-to-date against the S&amp;P 500&#39;s 3% increase.</li></ul><ul><li>March tends to be a good month to buy AAPL, although not one of the top ones. Historical analysis suggests that investors who buy now may be set up for solid returns in the next six months.</li></ul><ul><li>While macroeconomic factors like inflation and interest rates could impact the stock in the near term, focusing on the longer-term bullish thesis for AAPL could be a better approach for investors.</li></ul><h3>AAPL in 2023: Strong Start</h3><p>Two months out of the “new” year are now in the rearview mirror. So far, Apple stock has performed very well, up 13% YTD against the S&amp;P 500’s more modest 3% increase. The chart below is provided by Stock Rover.</p><p><img src=\"https://static.tigerbbs.com/12b147789b288114ebb40c690dc1b4af\" tg-width=\"700\" tg-height=\"240\" width=\"100%\" height=\"auto\"/></p><p>But the look-forward view is much more relevant for investors. In that regard, is March a good month to buy shares of the Cupertino company? Let’s start with a historical analysis.</p><h3>Bullish Part Of The Year</h3><p>The chart below shows the seasonality in Apple stock over the past ten years. Notice the pattern: AAPL tends to outperform the S&amp;P 500 in general, but more consistently so in the first eight months of the year.</p><p>A while ago, we talked about what most likely explains the seasonality phenomenon:</p><ul><li>AAPL benefits from the strong fundamentals of the company during most of the year.</li><li>Between July and August, the stock rallies relative to the benchmark on expectations for the iPhone refresh, which usually happens in September.</li><li>Traders and investors “sell the news” during the holiday period.</li></ul><p><img src=\"https://static.tigerbbs.com/1348ec0a44a9332585b36046838d890a\" tg-width=\"700\" tg-height=\"178\" width=\"100%\" height=\"auto\"/></p><p>Notice that March tends to be a good month, although not one of the top ones. More importantly, and if history repeats in 2023, investors that buy AAPL today may be set up for a solid six months of returns ahead.</p><h3>The Economy Will Matter</h3><p>Looking at business factors, I don’t believe that much will happen in March to move Apple stock in either direction.</p><p>This is a quiet period for the Cupertino company: earnings season is over, and meaningful product launches are unlikely to happen for a while – unless Apple surprises by releasing its new mixed reality device earlier than expected.</p><p>This is not to say, however, that AAPL price will stay the same or move little. In the near term, macroeconomic factors can certainly have an impact on how Apple stock behaves.</p><p>Keep in mind that Apple has a beta of 1.28 and a high correlation with the S&amp;P 500 of 0.63. In plain English, this means that AAPL is likely to magnify the movements of the broad market index, either up or down.</p><p>For now, inflation and the direction of interest rates are crucial topics of conversation. They help to explain why both the S&amp;P 500 and AAPL dropped nearly 4% in the past three weeks after reports of a pickup in consumer prices and a more hawkish stance coming from Fed officials.</p><h3>The Key Takeaway</h3><p>In summary, and if history should be considered, March could be a good month to buy and hold Apple stock for at least six months. But timing entries and exits can be tricky.</p><p>The economy, for example, poses substantial downside risk in the short term. In my view, it is better for investors to look past the immediate threats and focus a bit more on the longer-term thesis, which I believe still leans towards the bullish side.</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Is March A Good Month To Invest?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Is March A Good Month To Invest?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-03 14:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-is-march-a-good-month-to-invest><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors looking to buy and hold Apple stock in 2023 may be wondering if March is a good month to do so. Here are some key considerations for AAPL investors.Apple stock has performed very well so far...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-is-march-a-good-month-to-invest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-is-march-a-good-month-to-invest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178734808","content_text":"Investors looking to buy and hold Apple stock in 2023 may be wondering if March is a good month to do so. Here are some key considerations for AAPL investors.Apple stock has performed very well so far in 2023, up 13% year-to-date against the S&P 500's 3% increase.March tends to be a good month to buy AAPL, although not one of the top ones. Historical analysis suggests that investors who buy now may be set up for solid returns in the next six months.While macroeconomic factors like inflation and interest rates could impact the stock in the near term, focusing on the longer-term bullish thesis for AAPL could be a better approach for investors.AAPL in 2023: Strong StartTwo months out of the “new” year are now in the rearview mirror. So far, Apple stock has performed very well, up 13% YTD against the S&P 500’s more modest 3% increase. The chart below is provided by Stock Rover.But the look-forward view is much more relevant for investors. In that regard, is March a good month to buy shares of the Cupertino company? Let’s start with a historical analysis.Bullish Part Of The YearThe chart below shows the seasonality in Apple stock over the past ten years. Notice the pattern: AAPL tends to outperform the S&P 500 in general, but more consistently so in the first eight months of the year.A while ago, we talked about what most likely explains the seasonality phenomenon:AAPL benefits from the strong fundamentals of the company during most of the year.Between July and August, the stock rallies relative to the benchmark on expectations for the iPhone refresh, which usually happens in September.Traders and investors “sell the news” during the holiday period.Notice that March tends to be a good month, although not one of the top ones. More importantly, and if history repeats in 2023, investors that buy AAPL today may be set up for a solid six months of returns ahead.The Economy Will MatterLooking at business factors, I don’t believe that much will happen in March to move Apple stock in either direction.This is a quiet period for the Cupertino company: earnings season is over, and meaningful product launches are unlikely to happen for a while – unless Apple surprises by releasing its new mixed reality device earlier than expected.This is not to say, however, that AAPL price will stay the same or move little. In the near term, macroeconomic factors can certainly have an impact on how Apple stock behaves.Keep in mind that Apple has a beta of 1.28 and a high correlation with the S&P 500 of 0.63. In plain English, this means that AAPL is likely to magnify the movements of the broad market index, either up or down.For now, inflation and the direction of interest rates are crucial topics of conversation. They help to explain why both the S&P 500 and AAPL dropped nearly 4% in the past three weeks after reports of a pickup in consumer prices and a more hawkish stance coming from Fed officials.The Key TakeawayIn summary, and if history should be considered, March could be a good month to buy and hold Apple stock for at least six months. But timing entries and exits can be tricky.The economy, for example, poses substantial downside risk in the short term. In my view, it is better for investors to look past the immediate threats and focus a bit more on the longer-term thesis, which I believe still leans towards the bullish side.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953300048,"gmtCreate":1673145675684,"gmtModify":1676538792141,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great reminder..invest happily and carefully!","listText":"Great reminder..invest happily and carefully!","text":"Great reminder..invest happily and carefully!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953300048","repostId":"2301720269","repostType":4,"repost":{"id":"2301720269","pubTimestamp":1673139445,"share":"https://www.laohu8.com/m/news/2301720269?lang=&edition=full","pubTime":"2023-01-08 08:57","market":"us","language":"en","title":"Signs of Seller Exhaustion Left Stocks Primed for a Big Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2301720269","media":"Bloomberg","summary":"Hedge-fund exposure at five-year low while retail dumps stocksIt extends pattern where positioning o","content":"<html><head></head><body><ul><li>Hedge-fund exposure at five-year low while retail dumps stocks</li><li>It extends pattern where positioning overshadows market moves</li></ul><p>A pattern has persisted in stocks the past year. A downdraft steepens, sellers get the selling out of their systems, and the market is left poised for an often-powerful jump.</p><p>Friday’s surge, which spared the S&amp;P 500 from a fifth straight down week, bore all the hallmarks of that routine, coming amid a boatload of evidence that investor risk appetite had been cut to the bone. A measure of equity exposure among hedge fund clients fell to a five-year low, while retail pessimism was also intensifying, according to JPMorgan Chase &amp; Co. data.</p><p>Those trends would explain two things. One, last month’s uncharacteristically awful returns, a consequence of across-the-board selling that pushed the S&amp;P 500 to its worst December in four years. And two, Friday’s ebullient reaction to news showing higher-than-forecast payroll additions in the US economy, when seven of the prior eight employment reports spurred losses.</p><p>“If you look at a broad array of sentiment indicators, they universally suggest investors are a lot more cautious than they were a year ago,” said Dan Suzuki, deputy chief investment officer at Richard Bernstein Advisors. “That could very well be laying the groundwork for another short-term rally, as we seem to get every several months.”</p><p><img src=\"https://static.tigerbbs.com/748a5b17c1b5a314e3a001d03db00a55\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Stocks ended the longest streak of weekly declines since last May as the S&amp;P 500 climbed during the holiday-shortened period. The benchmark gauge, which finished 2022 with the worst annual slide since the financial crisis, rose 1.5% over the four days, while the Dow Jones Industrial Average advanced for a second week in three.</p><p>Boom-bust cycles in equities last year generally correlated with changes in institutional and retail positioning. Gains occurred after investors slashed bullish bets, and declines followed buying sprees. The incessant up-down motion made gleaning an economic signal from the market — never an exact science to begin with — particularly futile, with trends in the market proving temporary. Friday’s runup in the S&amp;P 500 also came after a sharp drop in risk-appetites.</p><p>Another major contour of last year’s investment landscape repeated this week: value vastly outperformed growth, with an index tracking cheaper stocks beating that of fast growers by 2 percentage points. One takeaway from that might be a slightly less-dour economic message than has generally been taken from markets as a whole. Growth companies are part of the economy, obviously, but the battering those stocks took was primarily driven by shrinking valuations. Value shares had far less bloat to correct and as a result their relatively tame losses could be framed as a purer and cheerier signal on future activity.</p><p><img src=\"https://static.tigerbbs.com/f88b2b88fd40b113313c55bb11021862\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Sessions when monthly payrolls data were released have not been kind to stocks of late. Among jobs days last year, all but three saw the S&amp;P 500 falling as the economy mostly added more jobs than expected, clearing the path for the Federal Reserve to tighten monetary policy as it battled inflation. The ominous pattern, along with the specter of a serious downturn, prompted investors of all stripes to hunker down after a brutal year that saw stocks and Treasuries suffer the worst annual loss in more than a century.</p><p>Hedge funds that make both bullish and bearish equity wagers boosted their short positions in December, with their average leverage falling to the lowest level since 2017, data compiled by JPMorgan’s prime brokerage unit show. A similar trend was on display at Morgan Stanley, where gross leverage among the firm’s hedge fund clients sat near a five-year low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac23a3270a191c5c5fb0141654adfd45\" tg-width=\"600\" tg-height=\"427\" width=\"100%\" height=\"auto\"/><span>Hedge fund leverage. Source: Morgan Stanley</span></p><p>While nonfarm payrolls again beat forecasts in December, traders found comfort in cooling wage gains. The S&amp;P 500 jumped 2.3% for the best reaction to a jobs report in more than two years.</p><p>“Lower weekly hours will bias the real labor income proxy lower, which would imply weaker spending going forward,” said Dennis DeBusschere, founder of 22V Research. “This shouldn’t change the Fed outlook much near-term but lowers the odds they need to crush things.”</p><p>The first signs of a rally were enough to lure a few bulls back after a $13 trillion wipeout last year had pros and even once die-hard retail bulls retreating en mass. Individual traders, who bought the dip in early 2022 only to be burned time and again by the yearlong slump, dumped more than $3 billion of shares in the week through Tuesday, the third-biggest selling in the history of JPMorgan’s data.</p><p>While year-end tax selling played a role in the exodus, the heavy outflow also reflected growing bearishness among the crowd, according to Peng Cheng, the firm’s strategist who derived the estimate from public data on exchanges.</p><p>All the defensive posturing likely set the stage for a market bounce, as happened repeatedly during 2022, when prolonged selloffs gave way to rapid snapbacks before the selling resumed. In a year where the S&amp;P 500 lost about one fifth of its value, the index managed to rally more than 10% from a trough three times.</p><p>From peak inflation to a speculation about a Fed pivot, investors latched on to numerous catalysts to bid up stocks. Each rally eventually faded. Stocks have made little headways since June, with the S&amp;P 500 largely trapped in a 700-point range.</p><p>However short-lived those bounces proved, there’s evidence they bothered Fed officials. Minutes of their last policy meeting released this week showed some members cautioning against “an unwarranted easing in financial conditions” that could undermine efforts to slow the economy and tame inflation.</p><p>With banks kicking off earnings season next week, investors may be content to await more clarity on corporate America’s strength, according to Christophe Barraud, chief economist and strategist at Market Securities LLP.</p><p>“Last year, the mood changed a lot because every time people bought, the market sold even more,” he said. “People right now will probably prefer buying after being sure that there will be some strong force behind equities.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Signs of Seller Exhaustion Left Stocks Primed for a Big 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\">\nSigns of Seller Exhaustion Left Stocks Primed for a Big Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-06/signs-of-seller-exhaustion-left-stocks-primed-for-a-big-bounce?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge-fund exposure at five-year low while retail dumps stocksIt extends pattern where positioning overshadows market movesA pattern has persisted in stocks the past year. A downdraft steepens, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-06/signs-of-seller-exhaustion-left-stocks-primed-for-a-big-bounce?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-06/signs-of-seller-exhaustion-left-stocks-primed-for-a-big-bounce?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301720269","content_text":"Hedge-fund exposure at five-year low while retail dumps stocksIt extends pattern where positioning overshadows market movesA pattern has persisted in stocks the past year. A downdraft steepens, sellers get the selling out of their systems, and the market is left poised for an often-powerful jump.Friday’s surge, which spared the S&P 500 from a fifth straight down week, bore all the hallmarks of that routine, coming amid a boatload of evidence that investor risk appetite had been cut to the bone. A measure of equity exposure among hedge fund clients fell to a five-year low, while retail pessimism was also intensifying, according to JPMorgan Chase & Co. data.Those trends would explain two things. One, last month’s uncharacteristically awful returns, a consequence of across-the-board selling that pushed the S&P 500 to its worst December in four years. And two, Friday’s ebullient reaction to news showing higher-than-forecast payroll additions in the US economy, when seven of the prior eight employment reports spurred losses.“If you look at a broad array of sentiment indicators, they universally suggest investors are a lot more cautious than they were a year ago,” said Dan Suzuki, deputy chief investment officer at Richard Bernstein Advisors. “That could very well be laying the groundwork for another short-term rally, as we seem to get every several months.”Stocks ended the longest streak of weekly declines since last May as the S&P 500 climbed during the holiday-shortened period. The benchmark gauge, which finished 2022 with the worst annual slide since the financial crisis, rose 1.5% over the four days, while the Dow Jones Industrial Average advanced for a second week in three.Boom-bust cycles in equities last year generally correlated with changes in institutional and retail positioning. Gains occurred after investors slashed bullish bets, and declines followed buying sprees. The incessant up-down motion made gleaning an economic signal from the market — never an exact science to begin with — particularly futile, with trends in the market proving temporary. Friday’s runup in the S&P 500 also came after a sharp drop in risk-appetites.Another major contour of last year’s investment landscape repeated this week: value vastly outperformed growth, with an index tracking cheaper stocks beating that of fast growers by 2 percentage points. One takeaway from that might be a slightly less-dour economic message than has generally been taken from markets as a whole. Growth companies are part of the economy, obviously, but the battering those stocks took was primarily driven by shrinking valuations. Value shares had far less bloat to correct and as a result their relatively tame losses could be framed as a purer and cheerier signal on future activity.Sessions when monthly payrolls data were released have not been kind to stocks of late. Among jobs days last year, all but three saw the S&P 500 falling as the economy mostly added more jobs than expected, clearing the path for the Federal Reserve to tighten monetary policy as it battled inflation. The ominous pattern, along with the specter of a serious downturn, prompted investors of all stripes to hunker down after a brutal year that saw stocks and Treasuries suffer the worst annual loss in more than a century.Hedge funds that make both bullish and bearish equity wagers boosted their short positions in December, with their average leverage falling to the lowest level since 2017, data compiled by JPMorgan’s prime brokerage unit show. A similar trend was on display at Morgan Stanley, where gross leverage among the firm’s hedge fund clients sat near a five-year low.Hedge fund leverage. Source: Morgan StanleyWhile nonfarm payrolls again beat forecasts in December, traders found comfort in cooling wage gains. The S&P 500 jumped 2.3% for the best reaction to a jobs report in more than two years.“Lower weekly hours will bias the real labor income proxy lower, which would imply weaker spending going forward,” said Dennis DeBusschere, founder of 22V Research. “This shouldn’t change the Fed outlook much near-term but lowers the odds they need to crush things.”The first signs of a rally were enough to lure a few bulls back after a $13 trillion wipeout last year had pros and even once die-hard retail bulls retreating en mass. Individual traders, who bought the dip in early 2022 only to be burned time and again by the yearlong slump, dumped more than $3 billion of shares in the week through Tuesday, the third-biggest selling in the history of JPMorgan’s data.While year-end tax selling played a role in the exodus, the heavy outflow also reflected growing bearishness among the crowd, according to Peng Cheng, the firm’s strategist who derived the estimate from public data on exchanges.All the defensive posturing likely set the stage for a market bounce, as happened repeatedly during 2022, when prolonged selloffs gave way to rapid snapbacks before the selling resumed. In a year where the S&P 500 lost about one fifth of its value, the index managed to rally more than 10% from a trough three times.From peak inflation to a speculation about a Fed pivot, investors latched on to numerous catalysts to bid up stocks. Each rally eventually faded. Stocks have made little headways since June, with the S&P 500 largely trapped in a 700-point range.However short-lived those bounces proved, there’s evidence they bothered Fed officials. Minutes of their last policy meeting released this week showed some members cautioning against “an unwarranted easing in financial conditions” that could undermine efforts to slow the economy and tame inflation.With banks kicking off earnings season next week, investors may be content to await more clarity on corporate America’s strength, according to Christophe Barraud, chief economist and strategist at Market Securities LLP.“Last year, the mood changed a lot because every time people bought, the market sold even more,” he said. “People right now will probably prefer buying after being sure that there will be some strong force behind equities.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921080627,"gmtCreate":1670938469070,"gmtModify":1676538462715,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Beware of bear market bull run!!","listText":"Beware of bear market bull run!!","text":"Beware of bear market bull run!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921080627","repostId":"1132954658","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","name":"JP24","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"Everyone was shorting before the CPI.. now massive shorts covering. Probably time for bulls to cash out some profit and wait for tmr's Powell's speech.","text":"Everyone was shorting before the CPI.. now massive shorts covering. Probably time for bulls to cash out some profit and wait for tmr's Powell's speech.","html":"Everyone was shorting before the CPI.. now massive shorts covering. Probably time for bulls to cash out some profit and wait for tmr's Powell's speech."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965253819,"gmtCreate":1669966526132,"gmtModify":1676538279805,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good info... let see next Q result ..","listText":"Good info... let see next Q result ..","text":"Good info... let see next Q result ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965253819","repostId":"2288960327","repostType":4,"repost":{"id":"2288960327","pubTimestamp":1669956916,"share":"https://www.laohu8.com/m/news/2288960327?lang=&edition=full","pubTime":"2022-12-02 12:55","market":"us","language":"en","title":"Palantir: This Is Ridiculous","url":"https://stock-news.laohu8.com/highlight/detail?id=2288960327","media":"seekingalpha","summary":"It seems like Palantir (NYSE:PLTR) is once again surrounded by fear, uncertainty and doubt. One of i","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/634e2ce29264d31e7def366b057723ba\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>It seems like Palantir (NYSE:PLTR) is once again surrounded by fear, uncertainty and doubt. One of its investees and customer, Fast Radius, went bankrupt earlier this month and investors are pondering about the fate of Palantir&#39;s other portfolio companies. In light of this new risk factor, certain bears argue that Palantir&#39;s stock can plummet to $5 per share in the coming year. While this seems like a logical argument, it leaves a lot to be addressed even still. In this article, I&#39;ll attempt to explain why the on the ground reality isn&#39;t as dismal and why Palantir amounts to a buying opportunity on dips.</p><h2><b>The Bear Case</b></h2><p>There&#39;s no denying that we&#39;re in a challenging macroeconomic environment. Rampant inflation and aggressive rate hikes by the Fed are weighing down on the margin profiles and hampering the growth rates of nearly all companies. While most companies are running lean by cutting back on discretionary spending, the unlucky few are succumbing to the liquidity crunch and are starting to go bankrupt. This is where Palantir comes in.</p><p>Palantir&#39;s top brass made investments in nearly two dozen privately held and public companies. Some of these investees would then sign master agreements with Palantir, that would typically be worth more than the investment in the first place, for using the latter&#39;s software. I won&#39;t comment whether that&#39;s coercion or a smart business move on the investee&#39;s part, and invite readers to share their thoughts on the same. But as far as Palantir is concerned, this deal structure made a lot of financial sense.</p><p>Fast forward to November 2022 and one of Palantir&#39;s investees in particular, Fast Radius, went bankrupt. Fast Radius had signed a $45 million contract with Palantir that would be spread out over a 6-year time frame and, in exchange, Palantir had invested $20 million in the company. But with Fast Radius filing for bankruptcy, Palantir&#39;s investment in the company and its average annualized revenue contribution of roughly $7.5 million are likely now worthless.</p><p>The bear case is that more of Palantir&#39;s investees could go bankrupt given the challenging macroeconomic environment. This would not only erode Palantir&#39;s initial investment in them, but would also hurt its revenue pipeline and eliminate any cash distributions that might otherwise originate from these investees in the future. As it is, Palantir&#39;s portfolio is doing poorly and a liquidity crunch could further push these companies on the brink of bankruptcy. So, it&#39;s understandable why Palantir&#39;s investors are panicking.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/11/30/4893391-16698051258633738.png\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p></p><h2><b>The Ground Reality</b></h2><p>I would like to first clarify that the bear case is entirely speculative in nature and there is absolutely zero evidence to support the claim that more of Palantir&#39;s portfolio companies will go bankrupt in the next 12 months. It has been a tough year so far and shares of technology companies have been hammered down across the globe, but that does not necessarily mean a broad swath of these companies will go out of business. I&#39;d argue that if the macroeconomic environment were to deteriorate as much as the bears believe, then its fallout will be felt globally and it&#39;d trigger mass bankruptcies for a lot many listed companies, regardless of whether Palantir has invested in them or not. So, I view this bear case as fearmongering at best.</p><p>Secondly, note that Palantir&#39;s revenue from its investee companies amounted to just 5.9% of its total revenue last quarter. The chart below indicates that this figure is relatively lower than the peak figure of 8.8% two quarters ago. Also, note how the revenue generated from these investee firms has dropped $28.1 million last quarter, dropping for 2 quarters straight. The point that I&#39;m trying to make here is that even if all the investee companies went bankrupt at once, like the extreme bear case suggests, even then Palantir&#39;s revenue would likely drop by 6% at worst. So, the ground reality isn&#39;t as dire for Palantir, as some commenters are making it out to be.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/11/30/4893391-16698063238797498.png\" tg-width=\"640\" tg-height=\"502\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p></p><p>Third, bears are arguing that Palantir&#39;s shares will be worth $5 to factor in light of this bankruptcy risk but I feel this number has been pulled out of thin air. Palantir&#39;s shares opened at $8.44 apiece on November 14, before these bankruptcy-related fears had sunk in. Since then, the stock is down nearly 17% and its market cap is down roughly $3 billion. If the stock were to plunge to $5 apiece as the bears are projecting, then it would equate to a market cap erosion of $7.3 billion since November 14.</p><p>For a maximum quarterly revenue loss of roughly $28.1 million, or annualized revenue loss of $112 million, expecting a market cap erosion of $7.3 billion is an overtly bearish projection. It implies that Palantir&#39;s market cap will drop 60-times the lost investee revenue, which is absurd given the stock is currently trading at 8-times its trailing twelve-month revenue.</p><p>To put it in another way, the complete erosion of $112 million worth of annualized investee revenue should lead to a market cap erosion of $896 million at Palantir&#39;s currently prevalent 8-times Price-to-Sales (or P/S) multiple, but the bears are rooting for $7.3 billion worth of market cap destruction at a 60-times multiple instead. This seems like a gross miscalculation or an extreme exaggeration in the prevalent bear case.</p><p>Lastly, Palantir&#39;s marketable securities amounted to just $57.3 million as on September 30, 2022 per its latest 10Q filing. This relatively miniscule figure doesn&#39;t contribute much towards justifying the $7.3 billion worth of market cap erosion either.</p><h2><b>Final Thoughts</b></h2><p>The takeaway here is that the bear case is unlikely to materialize anytime soon. It exaggerates the bankruptcy risk for Palantir&#39;s investees and the stock is unlikely to drop down to $5 apiece because of it.</p><p></p><p><img src=\"https://static.tigerbbs.com/8f4391584292811018188c05d439471f\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p></p><p>It&#39;s important to note that Palantir&#39;s shares are trading at 8-times the company&#39;s trailing twelve month sales which is quite attractive when looking at industry comparables. There are several other software companies that are growing just as fast as Palantir, or slower, but trading at even higher multiples. So, I argue that Palantir&#39;s shares are attractively valued at current levels. Investors with a multi-year time horizon can consider accumulating Palantir&#39;s shares should it drop significantly and abruptly in coming weeks. As far as I&#39;m concerned, I remain bullish on Palantir (as outlined here and here). Good Luck!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: This Is Ridiculous</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\">\nPalantir: This Is Ridiculous\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 12:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561548-palantir-this-is-ridiculous><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seems like Palantir (NYSE:PLTR) is once again surrounded by fear, uncertainty and doubt. One of its investees and customer, Fast Radius, went bankrupt earlier this month and investors are pondering...</p>\n\n<a href=\"https://seekingalpha.com/article/4561548-palantir-this-is-ridiculous\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","BK4543":"AI"},"source_url":"https://seekingalpha.com/article/4561548-palantir-this-is-ridiculous","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288960327","content_text":"It seems like Palantir (NYSE:PLTR) is once again surrounded by fear, uncertainty and doubt. One of its investees and customer, Fast Radius, went bankrupt earlier this month and investors are pondering about the fate of Palantir's other portfolio companies. In light of this new risk factor, certain bears argue that Palantir's stock can plummet to $5 per share in the coming year. While this seems like a logical argument, it leaves a lot to be addressed even still. In this article, I'll attempt to explain why the on the ground reality isn't as dismal and why Palantir amounts to a buying opportunity on dips.The Bear CaseThere's no denying that we're in a challenging macroeconomic environment. Rampant inflation and aggressive rate hikes by the Fed are weighing down on the margin profiles and hampering the growth rates of nearly all companies. While most companies are running lean by cutting back on discretionary spending, the unlucky few are succumbing to the liquidity crunch and are starting to go bankrupt. This is where Palantir comes in.Palantir's top brass made investments in nearly two dozen privately held and public companies. Some of these investees would then sign master agreements with Palantir, that would typically be worth more than the investment in the first place, for using the latter's software. I won't comment whether that's coercion or a smart business move on the investee's part, and invite readers to share their thoughts on the same. But as far as Palantir is concerned, this deal structure made a lot of financial sense.Fast forward to November 2022 and one of Palantir's investees in particular, Fast Radius, went bankrupt. Fast Radius had signed a $45 million contract with Palantir that would be spread out over a 6-year time frame and, in exchange, Palantir had invested $20 million in the company. But with Fast Radius filing for bankruptcy, Palantir's investment in the company and its average annualized revenue contribution of roughly $7.5 million are likely now worthless.The bear case is that more of Palantir's investees could go bankrupt given the challenging macroeconomic environment. This would not only erode Palantir's initial investment in them, but would also hurt its revenue pipeline and eliminate any cash distributions that might otherwise originate from these investees in the future. As it is, Palantir's portfolio is doing poorly and a liquidity crunch could further push these companies on the brink of bankruptcy. So, it's understandable why Palantir's investors are panicking.BusinessQuant.comThe Ground RealityI would like to first clarify that the bear case is entirely speculative in nature and there is absolutely zero evidence to support the claim that more of Palantir's portfolio companies will go bankrupt in the next 12 months. It has been a tough year so far and shares of technology companies have been hammered down across the globe, but that does not necessarily mean a broad swath of these companies will go out of business. I'd argue that if the macroeconomic environment were to deteriorate as much as the bears believe, then its fallout will be felt globally and it'd trigger mass bankruptcies for a lot many listed companies, regardless of whether Palantir has invested in them or not. So, I view this bear case as fearmongering at best.Secondly, note that Palantir's revenue from its investee companies amounted to just 5.9% of its total revenue last quarter. The chart below indicates that this figure is relatively lower than the peak figure of 8.8% two quarters ago. Also, note how the revenue generated from these investee firms has dropped $28.1 million last quarter, dropping for 2 quarters straight. The point that I'm trying to make here is that even if all the investee companies went bankrupt at once, like the extreme bear case suggests, even then Palantir's revenue would likely drop by 6% at worst. So, the ground reality isn't as dire for Palantir, as some commenters are making it out to be.BusinessQuant.comThird, bears are arguing that Palantir's shares will be worth $5 to factor in light of this bankruptcy risk but I feel this number has been pulled out of thin air. Palantir's shares opened at $8.44 apiece on November 14, before these bankruptcy-related fears had sunk in. Since then, the stock is down nearly 17% and its market cap is down roughly $3 billion. If the stock were to plunge to $5 apiece as the bears are projecting, then it would equate to a market cap erosion of $7.3 billion since November 14.For a maximum quarterly revenue loss of roughly $28.1 million, or annualized revenue loss of $112 million, expecting a market cap erosion of $7.3 billion is an overtly bearish projection. It implies that Palantir's market cap will drop 60-times the lost investee revenue, which is absurd given the stock is currently trading at 8-times its trailing twelve-month revenue.To put it in another way, the complete erosion of $112 million worth of annualized investee revenue should lead to a market cap erosion of $896 million at Palantir's currently prevalent 8-times Price-to-Sales (or P/S) multiple, but the bears are rooting for $7.3 billion worth of market cap destruction at a 60-times multiple instead. This seems like a gross miscalculation or an extreme exaggeration in the prevalent bear case.Lastly, Palantir's marketable securities amounted to just $57.3 million as on September 30, 2022 per its latest 10Q filing. This relatively miniscule figure doesn't contribute much towards justifying the $7.3 billion worth of market cap erosion either.Final ThoughtsThe takeaway here is that the bear case is unlikely to materialize anytime soon. It exaggerates the bankruptcy risk for Palantir's investees and the stock is unlikely to drop down to $5 apiece because of it.BusinessQuant.comIt's important to note that Palantir's shares are trading at 8-times the company's trailing twelve month sales which is quite attractive when looking at industry comparables. There are several other software companies that are growing just as fast as Palantir, or slower, but trading at even higher multiples. So, I argue that Palantir's shares are attractively valued at current levels. Investors with a multi-year time horizon can consider accumulating Palantir's shares should it drop significantly and abruptly in coming weeks. As far as I'm concerned, I remain bullish on Palantir (as outlined here and here). Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968547411,"gmtCreate":1669266767133,"gmtModify":1676538176723,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Noted, well said...","listText":"Noted, well said...","text":"Noted, well said...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968547411","repostId":"1158455916","repostType":4,"repost":{"id":"1158455916","pubTimestamp":1669262331,"share":"https://www.laohu8.com/m/news/1158455916?lang=&edition=full","pubTime":"2022-11-24 11:58","market":"us","language":"en","title":"Alibaba: Big Money Is Pulling Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1158455916","media":"Seeking Alpha","summary":"SummaryInstitutional investors dumped over 25 million of Alibaba's shares recently, despite the decl","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Institutional investors dumped over 25 million of Alibaba&#39;s shares recently, despite the declining stock price.</li><li>Their fire sales seem to be driven by muddy prospects and heightened regulatory uncertainty.</li><li>Risk-averse investors may want to avoid the stock for the time being.</li></ul><p>Alibaba&#39;s (NYSE: BABA) (OTCPK: BABAF) shares are down 45% over the past year but don&#39;t be tempted to call it a bottom just yet. Latest data reveals that institutional investors have collectively sold off over 25 million of Alibaba&#39;sshares in the last 13F reporting cycle on a net basis. Clearly, these sophisticated investors feel the stock still has ample downside potential from the current levels, despite its recent correction, which should encourage investors to remain on the sidelines for the time being at least and reconsider their long-side thesis for the name. Let&#39;s take a closer look to gain a better understanding of it all.</p><p><b>Tracking Institutional Activity</b></p><p>Let me start by saying that institutional investors have certain resources at their disposal - such as research teams, cutting-edge research tools, and access to company managements - that provide them with an edge over retail investors. So, tracking the trading activity of these sophisticated investors reveals how their sentiment pertaining to any given stock is evolving with time, and if it aligns with our trade direction.</p><p>Coming to Alibaba, a group of 437institutionscollectively bought 51.4 million shares, while another group of 704 institutions sold off 76.7 million of the ecommerce company&#39;s shares in the last 13F cycle. This means that institutional investors sold off 25.3 million of Alibaba&#39;s shares last quarter on a net basis. To put things in perspective, this selloff amounts to nearly 1% of the company&#39;s total shares outstanding at the time of this writing.</p><p>To make matters worse, note how the number of institutions that sold off Alibaba&#39;s shares (704), greatly outnumbered those that increased their positions (437) in the company. This is a clear indication that the selloff wasn&#39;t concentrated across a few entities and was actually driven by a broad swath of institutions that grew bearish on the name.</p><p>What&#39;s particularly interesting here is that Alibaba&#39;s shares were on a constant decline during the last 13F reporting cycle, when these entities were trimming their positions in the internet giant. These entities clearly did not perceive the stock to be attractive in the $80 and $120 price band, meaning it&#39;s likely to act as a resistance/upper ceiling for the stock should it rally in the coming weeks.</p><p><img src=\"https://static.tigerbbs.com/8a72a2cb30f16a90ea8dba6ba6dbe788\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>For the record, the last 13F reporting cycle spanned from July through September and the data was fully disseminated only last week. This means the data being referenced in this article is still fresh and relevant to our discussion here.</p><p>Moving on, I also wanted to check if institutional investors were bearish on Alibaba in particular, or if they were bearish on the entire e-commerce industry. If these entities were bearish on the entire industry, then Alibaba wouldn&#39;t stand out and our discussion would end right here. So, I compiled the institutional ownership data relating to 40 internet retail companies that are currently listed on US bourses.</p><p>Interestingly, there wasn&#39;t any dominating bullish or bearish sentiment in the internet retail industry as a whole. But note in the table below that these investors were bearish on internet retail stocks from China in particular, such as Alibaba, JD.com (JD), and Baozun (BZUN) amongst others. So, it seems like a deliberate effort to cut exposure to Chinese internet retail stocks.</p><p><img src=\"https://static.tigerbbs.com/8862a07e3f934754694328dc2678569b\" tg-width=\"506\" tg-height=\"752\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>We cannot argue that Alibaba is better than JD or Baozun just because institutions sold off only 1% of its shares while its mentioned peers saw a 1.3% selloff. First, there&#39;s only a marginal difference in both the selloff figures due to which we cannot speculate that institutions have different approach towards any of these mentioned stocks. Secondly, a selloff is a selloff, and the data indicates institutional bearishness towards Chinese internet retail stocks. So, I&#39;d say, all three mentioned stocks are in the same boat.</p><p>This establishes the fact that institutional investors grew bearish on Alibaba in the last 13F cycle. But this leads us to an important question - what&#39;s the underlying reason for this widespread bearishness?</p><p><b>Reasons for Exercising Caution</b></p><p>First of all, there&#39;s the common misconception that Alibaba&#39;s shares are undervalued at current levels. The stock is trading at just 1.7 times its trailing twelve-month sales, which seems quite low and attractive on a standalone basis. But low valuation multiples aren&#39;t the sole determinant of how attractive an investment might be.</p><p>It&#39;s important to remember that Alibaba&#39;s trailing twelve-month revenue is down 5.5% per its latest earnings release. In contrast, there are several other internet retail companies that are trading at similar Price-to-Sales (or P/S) multiples whilst still posting elevated levels of revenue growth, going as high as 47% in certain cases. This means Alibaba makes for a really poor investment on a relative basis.</p><p><img src=\"https://static.tigerbbs.com/aaa221e920fb7acd909aad5c57bc079f\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Secondly, Alibaba won&#39;t be able to turn the tide anytime soon, and it&#39;s likely to remain revenue challenged in the coming quarters as well. I say this because COVID-19 cases have spiked in China this week, and the country&#39;s regulators are now intensifying their lockdowns to prevent the infection from spreading further.</p><p>I believe this development will have a two-fold effect. First, it will cripple China&#39;s logistics operations as the movement of goods will be restricted across cities. Secondly, Chinese citizens won&#39;t be able to go to their workplaces, and they&#39;re likely to face mass layoffs/pay cuts all over again, which will limit their purchasing power. For Alibaba and its shareholders, this means Alibaba&#39;s ecommerce operations in China will post a yet another revenue decline next quarter.</p><p><img src=\"https://static.tigerbbs.com/f0d9ac33d5ff34652d1c79f8984c3ed7\" tg-width=\"640\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Lastly, Regulatory interventions limit Alibaba&#39;s growth potential and add uncertainty to its growth prospects, essentially souring the investment sentiment.</p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Alibaba has grown at a spectacular pace in the past decade and has been extremely rewarding for its shareholders. But those days seem to be over and in the past. The company is now mired with regulatory uncertainty, its growth prospects are limited, and the stock isn&#39;t appealing when looking at industry comparables.</p><p>As the valuation comparison chart above indicates, there are several other stocks in the internet retail industry that are trading at low P/S multiples but growing their revenue at a rapid rate. This, in my opinion, is another major reason why a broad swathe of institutional investors has been dumping Alibaba&#39;s shares of late.</p><p>Considering these issues, I believe it&#39;s best to avoid Alibaba for the time being and have a &#34;Hold&#34; rating for the name. This, however, should not be construed as a call to sell the stock. Good Luck!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Big Money Is Pulling Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Big Money Is Pulling Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560058-alibaba-big-money-is-pulling-out><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInstitutional investors dumped over 25 million of Alibaba's shares recently, despite the declining stock price.Their fire sales seem to be driven by muddy prospects and heightened regulatory ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560058-alibaba-big-money-is-pulling-out\">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-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4560058-alibaba-big-money-is-pulling-out","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158455916","content_text":"SummaryInstitutional investors dumped over 25 million of Alibaba's shares recently, despite the declining stock price.Their fire sales seem to be driven by muddy prospects and heightened regulatory uncertainty.Risk-averse investors may want to avoid the stock for the time being.Alibaba's (NYSE: BABA) (OTCPK: BABAF) shares are down 45% over the past year but don't be tempted to call it a bottom just yet. Latest data reveals that institutional investors have collectively sold off over 25 million of Alibaba'sshares in the last 13F reporting cycle on a net basis. Clearly, these sophisticated investors feel the stock still has ample downside potential from the current levels, despite its recent correction, which should encourage investors to remain on the sidelines for the time being at least and reconsider their long-side thesis for the name. Let's take a closer look to gain a better understanding of it all.Tracking Institutional ActivityLet me start by saying that institutional investors have certain resources at their disposal - such as research teams, cutting-edge research tools, and access to company managements - that provide them with an edge over retail investors. So, tracking the trading activity of these sophisticated investors reveals how their sentiment pertaining to any given stock is evolving with time, and if it aligns with our trade direction.Coming to Alibaba, a group of 437institutionscollectively bought 51.4 million shares, while another group of 704 institutions sold off 76.7 million of the ecommerce company's shares in the last 13F cycle. This means that institutional investors sold off 25.3 million of Alibaba's shares last quarter on a net basis. To put things in perspective, this selloff amounts to nearly 1% of the company's total shares outstanding at the time of this writing.To make matters worse, note how the number of institutions that sold off Alibaba's shares (704), greatly outnumbered those that increased their positions (437) in the company. This is a clear indication that the selloff wasn't concentrated across a few entities and was actually driven by a broad swath of institutions that grew bearish on the name.What's particularly interesting here is that Alibaba's shares were on a constant decline during the last 13F reporting cycle, when these entities were trimming their positions in the internet giant. These entities clearly did not perceive the stock to be attractive in the $80 and $120 price band, meaning it's likely to act as a resistance/upper ceiling for the stock should it rally in the coming weeks.BusinessQuant.comFor the record, the last 13F reporting cycle spanned from July through September and the data was fully disseminated only last week. This means the data being referenced in this article is still fresh and relevant to our discussion here.Moving on, I also wanted to check if institutional investors were bearish on Alibaba in particular, or if they were bearish on the entire e-commerce industry. If these entities were bearish on the entire industry, then Alibaba wouldn't stand out and our discussion would end right here. So, I compiled the institutional ownership data relating to 40 internet retail companies that are currently listed on US bourses.Interestingly, there wasn't any dominating bullish or bearish sentiment in the internet retail industry as a whole. But note in the table below that these investors were bearish on internet retail stocks from China in particular, such as Alibaba, JD.com (JD), and Baozun (BZUN) amongst others. So, it seems like a deliberate effort to cut exposure to Chinese internet retail stocks.BusinessQuant.comWe cannot argue that Alibaba is better than JD or Baozun just because institutions sold off only 1% of its shares while its mentioned peers saw a 1.3% selloff. First, there's only a marginal difference in both the selloff figures due to which we cannot speculate that institutions have different approach towards any of these mentioned stocks. Secondly, a selloff is a selloff, and the data indicates institutional bearishness towards Chinese internet retail stocks. So, I'd say, all three mentioned stocks are in the same boat.This establishes the fact that institutional investors grew bearish on Alibaba in the last 13F cycle. But this leads us to an important question - what's the underlying reason for this widespread bearishness?Reasons for Exercising CautionFirst of all, there's the common misconception that Alibaba's shares are undervalued at current levels. The stock is trading at just 1.7 times its trailing twelve-month sales, which seems quite low and attractive on a standalone basis. But low valuation multiples aren't the sole determinant of how attractive an investment might be.It's important to remember that Alibaba's trailing twelve-month revenue is down 5.5% per its latest earnings release. In contrast, there are several other internet retail companies that are trading at similar Price-to-Sales (or P/S) multiples whilst still posting elevated levels of revenue growth, going as high as 47% in certain cases. This means Alibaba makes for a really poor investment on a relative basis.BusinessQuant.comSecondly, Alibaba won't be able to turn the tide anytime soon, and it's likely to remain revenue challenged in the coming quarters as well. I say this because COVID-19 cases have spiked in China this week, and the country's regulators are now intensifying their lockdowns to prevent the infection from spreading further.I believe this development will have a two-fold effect. First, it will cripple China's logistics operations as the movement of goods will be restricted across cities. Secondly, Chinese citizens won't be able to go to their workplaces, and they're likely to face mass layoffs/pay cuts all over again, which will limit their purchasing power. For Alibaba and its shareholders, this means Alibaba's ecommerce operations in China will post a yet another revenue decline next quarter.BusinessQuant.comLastly, Regulatory interventions limit Alibaba's growth potential and add uncertainty to its growth prospects, essentially souring the investment sentiment.Final ThoughtsThere's no denying that Alibaba has grown at a spectacular pace in the past decade and has been extremely rewarding for its shareholders. But those days seem to be over and in the past. The company is now mired with regulatory uncertainty, its growth prospects are limited, and the stock isn't appealing when looking at industry comparables.As the valuation comparison chart above indicates, there are several other stocks in the internet retail industry that are trading at low P/S multiples but growing their revenue at a rapid rate. This, in my opinion, is another major reason why a broad swathe of institutional investors has been dumping Alibaba's shares of late.Considering these issues, I believe it's best to avoid Alibaba for the time being and have a \"Hold\" rating for the name. This, however, should not be construed as a call to sell the stock. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968189848,"gmtCreate":1669161269284,"gmtModify":1676538159438,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good info.. Market remain volatile.. buy slowly... good luck!","listText":"Good info.. Market remain volatile.. buy slowly... good luck!","text":"Good info.. Market remain volatile.. buy slowly... good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9968189848","repostId":"1125857655","repostType":4,"repost":{"id":"1125857655","pubTimestamp":1669160557,"share":"https://www.laohu8.com/m/news/1125857655?lang=&edition=full","pubTime":"2022-11-23 07:42","market":"us","language":"en","title":"Is a Tesla Stock Buyback Coming?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125857655","media":"InvestorPlace","summary":"Tesla(TSLA) stock is a hot topic today amid share buyback chatter.Investors have created a petition ","content":"<html><head></head><body><ul><li><b>Tesla</b>(<b><u>TSLA</u></b>) stock is a hot topic today amid share buyback chatter.</li><li>Investors have created a petition seeking a buyback of TSLA stock.</li><li>They want Tesla to start the buyback before the end of the year.</li></ul><p><b>Tesla</b>(NASDAQ: <b><u>TSLA</u></b>) stock is in the news Tuesday as investors call on the company to announce a share buyback program.</p><p>This push comes as Tesla experiences what could be the worse year in the history of the company. That includes shares falling with Elon Musk’s purchase of <b>Twitter</b>, as well as the electric vehicle(EV) company dealing with 19 recalls this year.</p><p>Elon Musk, founder and CEO of the company, has suggested that a TSLA stock buyback could be on the way to boost investor confidence in the EV company. If that does happen, though, investors won’t likely see it until sometime next year.</p><p><b>TSLA Shareholders Have Started a Petition</b></p><p>Recently, a Change.org petition was created to urge Tesla for a share buyback. That petition is doing well, with about 5,300 signatures at the time of this writing. The petition is seeking a buyback by the end of the year.</p><p>Here are a few of the points arguing for a “swift” TSLA stock buyback in the petition.</p><ul><li>“Benefit from a currently very unvalued stock price.”</li><li>“Show confidence in Tesla’s future results.”</li><li>“Act before the 1% tax on share buybacks becomes applicable on Jan 1, 2023.”</li><li>“Operate the buyback under current SEC rules, which will change reporting standards in the foreseeable future.”</li></ul><p>TSLA stock is up 1.22% on Tuesday.</p></body></html>","source":"investorplace","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 a Tesla Stock Buyback Coming?</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 a Tesla Stock Buyback Coming?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/11/is-a-tesla-tsla-stock-buyback-coming/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(TSLA) stock is a hot topic today amid share buyback chatter.Investors have created a petition seeking a buyback of TSLA stock.They want Tesla to start the buyback before the end of the year....</p>\n\n<a href=\"https://investorplace.com/2022/11/is-a-tesla-tsla-stock-buyback-coming/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/11/is-a-tesla-tsla-stock-buyback-coming/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125857655","content_text":"Tesla(TSLA) stock is a hot topic today amid share buyback chatter.Investors have created a petition seeking a buyback of TSLA stock.They want Tesla to start the buyback before the end of the year.Tesla(NASDAQ: TSLA) stock is in the news Tuesday as investors call on the company to announce a share buyback program.This push comes as Tesla experiences what could be the worse year in the history of the company. That includes shares falling with Elon Musk’s purchase of Twitter, as well as the electric vehicle(EV) company dealing with 19 recalls this year.Elon Musk, founder and CEO of the company, has suggested that a TSLA stock buyback could be on the way to boost investor confidence in the EV company. If that does happen, though, investors won’t likely see it until sometime next year.TSLA Shareholders Have Started a PetitionRecently, a Change.org petition was created to urge Tesla for a share buyback. That petition is doing well, with about 5,300 signatures at the time of this writing. The petition is seeking a buyback by the end of the year.Here are a few of the points arguing for a “swift” TSLA stock buyback in the petition.“Benefit from a currently very unvalued stock price.”“Show confidence in Tesla’s future results.”“Act before the 1% tax on share buybacks becomes applicable on Jan 1, 2023.”“Operate the buyback under current SEC rules, which will change reporting standards in the foreseeable future.”TSLA stock is up 1.22% on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581586102966898","authorId":"3581586102966898","name":"JinHan","avatar":"https://community-static.tradeup.com/news/023377e47661ee615bf8b22d4bd036e3","crmLevel":5,"crmLevelSwitch":0},"content":"Long term investor shouldnt be bothered by short term volatility","text":"Long term investor shouldnt be bothered by short term volatility","html":"Long term investor shouldnt be bothered by short term volatility"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985735059,"gmtCreate":1667456842871,"gmtModify":1676537921610,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Agreeable.. may be can go in bit by bit.. IT might to lower.","listText":"Agreeable.. may be can go in bit by bit.. IT might to lower.","text":"Agreeable.. may be can go in bit by bit.. IT might to lower.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985735059","repostId":"1113649059","repostType":4,"repost":{"id":"1113649059","pubTimestamp":1667456462,"share":"https://www.laohu8.com/m/news/1113649059?lang=&edition=full","pubTime":"2022-11-03 14:21","market":"us","language":"en","title":"Meta Platforms: Once In A Lifetime Buying Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113649059","media":"seeking alpha","summary":"SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share decl","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.</li><li>While the company is clearly struggling, the underlying business is still growing, with the number of DAUs increasing and monetization of reels making progress.</li><li>Investors are scared by Zuckerberg&#39;s vision of the Metaverse and the necessary spendings and ignore the underlying, solid business.</li><li>Meta Platforms is deeply undervalued and a great buying opportunity.</li></ul><p><img src=\"https://static.tigerbbs.com/6f02a96342a01b6562b28beddadc0f69\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The pessimism surrounding Meta Platforms, Inc. (NASDAQ:META) is astonishing but certainly not unprecedented. The performance of the stock is reminding of several technology companies during the Dotcom crash and recently several technology companies – including the Chinese counterpart Tencent Holdings (OTCPK:TCEHY,OTCPK:TCTZF) – performed similar. So far, Meta Platforms has lost 75% of its value and turned from a company that was briefly worth above $1 trillion (and among the top companies in the world by market cap) to a $250 billion company ranging only on the 33rdspot on the list of themost valuable companiesin the world.</p><p><img src=\"https://static.tigerbbs.com/149e1f6c0f1b06f4bd721a865db34fac\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>When reading comments – including comments on Seeking Alpha – I seldom see analysis and logic but just expressions of hate for Mark Zuckerberg, using the word “woke” countless times and talking about “Karma.” And while this is obviously no analysis, it is an expression for the sentiment surrounding Meta Platforms. In such a sentiment-driven environment, decisions are often lacking the necessary objectivity to make good investment– which might explain why the stock is trading below $100 and close to the point of maximum pessimism.</p><h2><b>Declining Profitability</b></h2><p>Of course, fundamentals also justify the stock to go lower from its previous all-time highs of $380. And one fundamental problem is the declining profitability for Meta Platforms in the last few quarters. In Q3/22, the company had to report huge declines for the bottom line once again. Diluted earnings per share declined from $3.22 in the same quarter last year to $1.64 this quarter. And when looking at the results for the first nine months, EPS declined from $10.11 in the same timeframe last year to $6.82 this year.</p><p><img src=\"https://static.tigerbbs.com/857f2d072c54ddaffb7f3a2686bbd0fb\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Q3/22 Earnings Release</p><p>When looking for the reasons, we can mention several aspects. Although playing only a small role, interest payments of $88 million had a negative effect (due to the company’s $10 billion in long-term debt). Cost of revenue declined about 1% to $5,716 million, but the operating expenses increased dramatically. General and administrative expenses increased 14.9% year-over-year to $3,384 million, and research and development expenses increased 45.2% YoY to $9,170 million. And the result was operating income cut in half from $10,423 million in Q3/21 to $5,664 million this quarter.</p><h2><b>Top Line Growth Slowing Down</b></h2><p>But not only increased costs had a negative effect. Revenue also declined from $29,010 million in Q3/21 to $27,714 million in Q3/22 – resulting in 4.5% decline YoY. Management was pointing out, that on a constant currency basis revenue increased 2% year-over-year. We can also look at the different regions and different segments and see mixed trends. Dave Wehner gave detailsduring the last earnings call:</p><blockquote>The healthcare and travel verticals were the largest positive contributors to growth in Q3. However, this was offset by continued softness in other verticals, including online commerce, gaming, financial services and CPG. On an advertiser size basis, revenue growth from large advertisers remains challenged, while we have seen more resilience among smaller advertisers. Foreign currency was a significant headwind to advertising revenue growth in all international regions. On a user geography basis, year-over-year ad revenue growth was strongest in Asia-Pacific and rest of world at 6% and 3% respectively, with both regions continuing to benefit meaningfully from strong growth in click-to-messaging ads. North America and Europe declined 3% and 16% respectively.</blockquote><p>And during the last few quarters, growth clearly slowed down – when looking at the TTM numbers, revenue growth declined for four quarters in a row from 42.33% growth in September 2021 to only 5.15% right now.</p><p><img src=\"https://static.tigerbbs.com/a6f1dc184b6d72641ab76558dc000ef3\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms TTM numbers, year-over-year growth(Seeking Alpha)</p><h2><b>Problems, Problems, Problems?</b></h2><p>We should not ignore the problems Meta Platforms is clearly facing. Revenue growth is slowing down and, due to increasing costs (we will get to that), profitability is declining and earnings per share are crumbling. And the stock certainly deserved to decline in value, but a 75% decline was unjustified – especially as Meta Platforms was not so expensive to begin with (even more true when comparing to several other hyped stocks). When looking at the results in more detail, there are signs to be optimistic.</p><p><b><i>Small Signs of Growth</i></b></p><p>First, on a constant currency basis, revenue increased 2% year-over-year. This is still not great, but we should also not ignore the strong U.S. dollar being a headwind – for Meta Platforms as well as most other U.S. companies. And daily active users for the Family of Apps increased from 2.88 billion last quarter to 2.93 billion this quarter, and year-over-year the DAUs increased about 4%. And daily active users for Facebook also increased from 1,930 million in the same quarter last year to 1,984 million this quarter – resulting in 2.8% year-over-year growth.</p><p><img src=\"https://static.tigerbbs.com/99b9c09e1b3a13a76dc14da26b4f091c\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>Of course, these are not impressive growth rates, but the company is still growing which is good news. During the earnings call, Dave Wehner stated:</p><blockquote>So on time spent, we are really pleased with what we’re seeing on engagement. And as Mark mentioned, Reels is incremental to time spent. Specifically, in terms of aggregate time spent on Instagram and Facebook, both are up year-over-year and in both the U.S. and globally.</blockquote><p>And while revenue stagnated, the total number of ad impressions served across the different apps increased 17%, which is a good sign for underlying growth. Growth was especially driven by Asia-Pacific and rest of world. On the other hand, the average price per ad decreased 18%, but the reasons might be temporary – like the shift to Reels.</p><p><b><i>Shift to Reels</i></b></p><p>Another reason for the top-line troubles is the move from Feed and Stories to Reels, as the monetization is still problematic. During the earnings call, Mark Zuckerberg commented:</p><blockquote>Moving to monetization, I’ve discussed in the past how the growth of short-form video creates near-term challenges since Reels doesn’t monetize at the rate of Feed or Stories yet. That means that as Reels grows, we are displacing revenue from higher monetizing surfaces. And I think this is clearly the right thing to do, so Reels can grow with the demand that we are seeing, but closing this gap is also a high priority. Even with the progress we have made, we are still choosing to take a more than $500 million quarterly revenue headwind with this shift, but we expect to get to a more neutral place over the next 10 – sort of 12 to 18 months. I mentioned last quarter that Instagram Reels had crossed a $1 billion annual revenue run-rate. We continue scaling monetization across both Instagram and Facebook and the combined run-rate across these apps is now $3 billion.</blockquote><p>And Reels is growing quickly and at a high pace. According to Zuckerberg, there are more than 140 billion Reels plays across Facebook and Instagram each day, which is a 50% increase from 6 months ago. And although this is not backed up by numbers, Zuckerberg believes that Meta is gaining time spent share on competitors like TikTok.</p><p>And the path for Reels monetization seems similar than the path towards monetization of Feeds or the switch to mobile. The company first had to focus on increasing engagement and growing demand for the products. Monetization efficiency followed in the next step. But Zuckerberg also admits it is hard to predict the monetization efficiency for Reels in advance.</p><p><b><i>New Ways of Monetization</i></b></p><p>Aside from trying to monetize Reels more efficiently, Meta Platforms is also seeing another major monetization opportunity in messaging. During the last earnings call, Mark Zuckerberg explained:</p><blockquote>Beyond Reels, messaging is another major monetization opportunity. Billions of people and millions of businesses use WhatsApp and Messenger everyday and we are confident that we can connect them in ways that create valuable experiences. We started with click-to-messaging ads which lets businesses run ads on Facebook and Instagram that start a thread on Messenger, WhatsApp or Instagram Direct, so they can communicate with customers directly. And this is one of our fastest growing ads products with a $9 billion annual run-rate.</blockquote><p>In theprevious earnings call, the company already pointed out the big potential it sees in messaging. Meta Platforms reported strong double-digit year-over-year growth rates, and these messages are particular popular with small and medium-sized businesses in emerging markets like Brazil and Mexico.</p><h2><b>Scary Metaverse</b></h2><p>In my opinion, investors are mostly scared by Mark Zuckerberg’s plans for the Metaverse and the huge expenses necessary. By focusing on the Metaverse (and seeing it as a huge cash-burning fantasy of a billionaire), they are overlooking that Meta Platforms is still a solid, highly profitable cash cow (yes it is, even when it will struggle for a few quarters). And the vision of the Metaverse is generating uncertainty, and investors don’t like uncertainty.</p><p>And there are reasons to be cautious (or even pessimistic). In the last few weeks, disappointing data about the Metaverse has been reported – aboutusers not returningand fewer than 200k users signing up forthe Horizon World. And when looking at the results for the third quarter of fiscal 2022, revenue for the Reality Labs business segment was only $285 million and 49% lower than in the same quarter last year. And not very surprisingly, the segment had to report an operating loss once again - $3,672 million. And when looking at the last eight quarters, this is the biggest operating loss for the segment so far.</p><p><img src=\"https://static.tigerbbs.com/ef035e590029c005f6cf20a38e2d2cd8\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>What shocked investors in particular was the fact that Meta Platforms won’t cut down on spendings and will continue to rely heavily on its vision of the Metaverse. While total expenses for fiscal 2022 are expected to be in the range of $85 billion to $87 billion, management is anticipating full year 2023 total expenses to be in the range of $96 billion to $101 billion. And management is also anticipating that Reality Labs operating losses will grow significantly year-over-year.</p><p>And the voices are getting louder that Mark Zuckerberg should let go of his vision of the Metaverse and cut spendings to an absolute minimum. But Zuckerberg seems to hold on to his vision, and although he is acknowledging it will take time (several years) and several tries before the right platforms and apps exist, he is optimistic that Meta Platforms is on the right path:</p><blockquote>Work in the metaverse is a big theme for Quest Pro. There are 200 million people who get new PCs every year, mostly for work. And our goal for the Quest Pro line over the next several years is to enable more and more of these people to get their work done in virtual and mixed reality eventually even better than they could on PCs. And to deliver a great work and productivity experience, I am excited about the partnerships that we announced with Microsoft, bringing their suite of productivity and enterprise management services to Quest; Adobe and Autodesk bringing their creative tools; Zoom bringing their communication platform; Accenture building solutions for enterprises and more.</blockquote><h2><b>Takeaway</b></h2><p>In my opinion, we can break this story down in two key messages:</p><ol><li><b>Business Cycle</b>: Meta Platforms is a company undergoing a cyclical low – like several other technology companies – and is therefore reporting low growth rates and is struggling on several fronts. Considering the fact that we are on the eve of a major recession it is not surprising for a business depending on advertisement revenue to report slowing revenue growth. And not only Meta Platforms is struggling – peers like Alphabet (GOOG,GOOGL), Amazon (AMZN), and Tencent are struggling as well.</li><li><b>Investing in the future</b>: Meta Platforms is investing in its huge vision of the metaverse, which is expensive and has a negative impact on the bottom line and the company’s ability to generate free cash flow.</li></ol><p>These two aspects combined create a scenario that looks like Armageddon for Meta Platforms – but it is not. The first problem (the cyclical low) will pass, and revenue growth and profitability will increase again. The second problem (high expenditures) could actually be a huge opportunity for billions and billions in profits in the years to come. And this is even if the scenario that Meta Platforms is failing with its vision of the Metaverse and Facebook and Instagram just returning to normal ways of profitability after the recession is not priced in (the current stock price, at least).</p><p><b>Intrinsic Value Calculation</b></p><p>And as I have mentioned several times in the past, the Metaverse does not have to work out in any way for Meta Platforms to be a bargain. It is not like we are paying any form of premium for Meta Platforms on the hope of billions in profits from the Metaverse. Just returning to previous profitability levels and generating about $40 billion in free cash flow would make the stock worth about $150 (without any growth assumptions).</p><p>And although it sounds absurd right now, Meta Platforms should be able to grow in the mid-to-high single digits in the years to come. Not only have we to assume Meta Platforms being able to grow its top line again. Additionally, Meta Platforms could use share buybacks to grow its bottom line (if all the other growth initiatives won’t work). Last quarter, Meta Platforms spent $7,365 million on share buybacks, which is resulting in $29,460 million on annual share buybacks. At the current depressed stock price, this is enough to repurchase more than 10% of outstanding shares and add 10% growth to the bottom line. Combined with revenue growth, this would lead to double-digit growth for Meta Platforms.</p><p><img src=\"https://static.tigerbbs.com/3a3f2e36a81b7d1cc2906ceb54b94bbb\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>Free cash flow in the last four quarters was $25,713 million and we are using this amount as basis in our calculation. For fiscal 2023, we assume 0% growth as the company is not so optimistic for the next years and the recession will have a negative impact. For the years from fiscal 2024 going forward (and till perpetuity), we assume only 5% growth. This is resulting in an intrinsic value of $182.69 (assuming 2,687 million outstanding shares and 10% discount rate). When assuming 6% instead, the intrinsic value would be $221.44, and these are still cautious assumptions.</p><h2>Conclusion</h2><p>In past articles I mentioned several times that I don’t like the term “buying opportunity of a lifetime” – especially as it was often used after small corrections implying that a 10% or 20% correction is already generating a deeply undervalued stock. But Meta Platforms is a huge buying opportunity, in my opinion, and the stock could easily double or triple over the next few years as Meta Platforms is trading nowhere close to its intrinsic value. In different calculations (which I did not include in this article), we also get an intrinsic value around $400 for Meta Platforms right now.</p><p>And in the coming quarters, bad news will continue as the recession, which will hit the United States with a highprobability in 2023, will lead to more trouble for Meta Platforms. But at this point, most of the bad news should be priced in, and further bad news should not be a major shock. Over the next few years, you probably won’t regret an investment in Meta Platforms (and for the next few quarters just go to sleep, as we don’t know what will happen).</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>Meta Platforms: Once In A Lifetime Buying Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: Once In A Lifetime Buying Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.While the company is clearly struggling, the underlying business is still growing, with the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113649059","content_text":"SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.While the company is clearly struggling, the underlying business is still growing, with the number of DAUs increasing and monetization of reels making progress.Investors are scared by Zuckerberg's vision of the Metaverse and the necessary spendings and ignore the underlying, solid business.Meta Platforms is deeply undervalued and a great buying opportunity.The pessimism surrounding Meta Platforms, Inc. (NASDAQ:META) is astonishing but certainly not unprecedented. The performance of the stock is reminding of several technology companies during the Dotcom crash and recently several technology companies – including the Chinese counterpart Tencent Holdings (OTCPK:TCEHY,OTCPK:TCTZF) – performed similar. So far, Meta Platforms has lost 75% of its value and turned from a company that was briefly worth above $1 trillion (and among the top companies in the world by market cap) to a $250 billion company ranging only on the 33rdspot on the list of themost valuable companiesin the world.Data byYChartsWhen reading comments – including comments on Seeking Alpha – I seldom see analysis and logic but just expressions of hate for Mark Zuckerberg, using the word “woke” countless times and talking about “Karma.” And while this is obviously no analysis, it is an expression for the sentiment surrounding Meta Platforms. In such a sentiment-driven environment, decisions are often lacking the necessary objectivity to make good investment– which might explain why the stock is trading below $100 and close to the point of maximum pessimism.Declining ProfitabilityOf course, fundamentals also justify the stock to go lower from its previous all-time highs of $380. And one fundamental problem is the declining profitability for Meta Platforms in the last few quarters. In Q3/22, the company had to report huge declines for the bottom line once again. Diluted earnings per share declined from $3.22 in the same quarter last year to $1.64 this quarter. And when looking at the results for the first nine months, EPS declined from $10.11 in the same timeframe last year to $6.82 this year.Meta Q3/22 Earnings ReleaseWhen looking for the reasons, we can mention several aspects. Although playing only a small role, interest payments of $88 million had a negative effect (due to the company’s $10 billion in long-term debt). Cost of revenue declined about 1% to $5,716 million, but the operating expenses increased dramatically. General and administrative expenses increased 14.9% year-over-year to $3,384 million, and research and development expenses increased 45.2% YoY to $9,170 million. And the result was operating income cut in half from $10,423 million in Q3/21 to $5,664 million this quarter.Top Line Growth Slowing DownBut not only increased costs had a negative effect. Revenue also declined from $29,010 million in Q3/21 to $27,714 million in Q3/22 – resulting in 4.5% decline YoY. Management was pointing out, that on a constant currency basis revenue increased 2% year-over-year. We can also look at the different regions and different segments and see mixed trends. Dave Wehner gave detailsduring the last earnings call:The healthcare and travel verticals were the largest positive contributors to growth in Q3. However, this was offset by continued softness in other verticals, including online commerce, gaming, financial services and CPG. On an advertiser size basis, revenue growth from large advertisers remains challenged, while we have seen more resilience among smaller advertisers. Foreign currency was a significant headwind to advertising revenue growth in all international regions. On a user geography basis, year-over-year ad revenue growth was strongest in Asia-Pacific and rest of world at 6% and 3% respectively, with both regions continuing to benefit meaningfully from strong growth in click-to-messaging ads. North America and Europe declined 3% and 16% respectively.And during the last few quarters, growth clearly slowed down – when looking at the TTM numbers, revenue growth declined for four quarters in a row from 42.33% growth in September 2021 to only 5.15% right now.Meta Platforms TTM numbers, year-over-year growth(Seeking Alpha)Problems, Problems, Problems?We should not ignore the problems Meta Platforms is clearly facing. Revenue growth is slowing down and, due to increasing costs (we will get to that), profitability is declining and earnings per share are crumbling. And the stock certainly deserved to decline in value, but a 75% decline was unjustified – especially as Meta Platforms was not so expensive to begin with (even more true when comparing to several other hyped stocks). When looking at the results in more detail, there are signs to be optimistic.Small Signs of GrowthFirst, on a constant currency basis, revenue increased 2% year-over-year. This is still not great, but we should also not ignore the strong U.S. dollar being a headwind – for Meta Platforms as well as most other U.S. companies. And daily active users for the Family of Apps increased from 2.88 billion last quarter to 2.93 billion this quarter, and year-over-year the DAUs increased about 4%. And daily active users for Facebook also increased from 1,930 million in the same quarter last year to 1,984 million this quarter – resulting in 2.8% year-over-year growth.Meta Platforms Q3/22 PresentationOf course, these are not impressive growth rates, but the company is still growing which is good news. During the earnings call, Dave Wehner stated:So on time spent, we are really pleased with what we’re seeing on engagement. And as Mark mentioned, Reels is incremental to time spent. Specifically, in terms of aggregate time spent on Instagram and Facebook, both are up year-over-year and in both the U.S. and globally.And while revenue stagnated, the total number of ad impressions served across the different apps increased 17%, which is a good sign for underlying growth. Growth was especially driven by Asia-Pacific and rest of world. On the other hand, the average price per ad decreased 18%, but the reasons might be temporary – like the shift to Reels.Shift to ReelsAnother reason for the top-line troubles is the move from Feed and Stories to Reels, as the monetization is still problematic. During the earnings call, Mark Zuckerberg commented:Moving to monetization, I’ve discussed in the past how the growth of short-form video creates near-term challenges since Reels doesn’t monetize at the rate of Feed or Stories yet. That means that as Reels grows, we are displacing revenue from higher monetizing surfaces. And I think this is clearly the right thing to do, so Reels can grow with the demand that we are seeing, but closing this gap is also a high priority. Even with the progress we have made, we are still choosing to take a more than $500 million quarterly revenue headwind with this shift, but we expect to get to a more neutral place over the next 10 – sort of 12 to 18 months. I mentioned last quarter that Instagram Reels had crossed a $1 billion annual revenue run-rate. We continue scaling monetization across both Instagram and Facebook and the combined run-rate across these apps is now $3 billion.And Reels is growing quickly and at a high pace. According to Zuckerberg, there are more than 140 billion Reels plays across Facebook and Instagram each day, which is a 50% increase from 6 months ago. And although this is not backed up by numbers, Zuckerberg believes that Meta is gaining time spent share on competitors like TikTok.And the path for Reels monetization seems similar than the path towards monetization of Feeds or the switch to mobile. The company first had to focus on increasing engagement and growing demand for the products. Monetization efficiency followed in the next step. But Zuckerberg also admits it is hard to predict the monetization efficiency for Reels in advance.New Ways of MonetizationAside from trying to monetize Reels more efficiently, Meta Platforms is also seeing another major monetization opportunity in messaging. During the last earnings call, Mark Zuckerberg explained:Beyond Reels, messaging is another major monetization opportunity. Billions of people and millions of businesses use WhatsApp and Messenger everyday and we are confident that we can connect them in ways that create valuable experiences. We started with click-to-messaging ads which lets businesses run ads on Facebook and Instagram that start a thread on Messenger, WhatsApp or Instagram Direct, so they can communicate with customers directly. And this is one of our fastest growing ads products with a $9 billion annual run-rate.In theprevious earnings call, the company already pointed out the big potential it sees in messaging. Meta Platforms reported strong double-digit year-over-year growth rates, and these messages are particular popular with small and medium-sized businesses in emerging markets like Brazil and Mexico.Scary MetaverseIn my opinion, investors are mostly scared by Mark Zuckerberg’s plans for the Metaverse and the huge expenses necessary. By focusing on the Metaverse (and seeing it as a huge cash-burning fantasy of a billionaire), they are overlooking that Meta Platforms is still a solid, highly profitable cash cow (yes it is, even when it will struggle for a few quarters). And the vision of the Metaverse is generating uncertainty, and investors don’t like uncertainty.And there are reasons to be cautious (or even pessimistic). In the last few weeks, disappointing data about the Metaverse has been reported – aboutusers not returningand fewer than 200k users signing up forthe Horizon World. And when looking at the results for the third quarter of fiscal 2022, revenue for the Reality Labs business segment was only $285 million and 49% lower than in the same quarter last year. And not very surprisingly, the segment had to report an operating loss once again - $3,672 million. And when looking at the last eight quarters, this is the biggest operating loss for the segment so far.Meta Platforms Q3/22 PresentationWhat shocked investors in particular was the fact that Meta Platforms won’t cut down on spendings and will continue to rely heavily on its vision of the Metaverse. While total expenses for fiscal 2022 are expected to be in the range of $85 billion to $87 billion, management is anticipating full year 2023 total expenses to be in the range of $96 billion to $101 billion. And management is also anticipating that Reality Labs operating losses will grow significantly year-over-year.And the voices are getting louder that Mark Zuckerberg should let go of his vision of the Metaverse and cut spendings to an absolute minimum. But Zuckerberg seems to hold on to his vision, and although he is acknowledging it will take time (several years) and several tries before the right platforms and apps exist, he is optimistic that Meta Platforms is on the right path:Work in the metaverse is a big theme for Quest Pro. There are 200 million people who get new PCs every year, mostly for work. And our goal for the Quest Pro line over the next several years is to enable more and more of these people to get their work done in virtual and mixed reality eventually even better than they could on PCs. And to deliver a great work and productivity experience, I am excited about the partnerships that we announced with Microsoft, bringing their suite of productivity and enterprise management services to Quest; Adobe and Autodesk bringing their creative tools; Zoom bringing their communication platform; Accenture building solutions for enterprises and more.TakeawayIn my opinion, we can break this story down in two key messages:Business Cycle: Meta Platforms is a company undergoing a cyclical low – like several other technology companies – and is therefore reporting low growth rates and is struggling on several fronts. Considering the fact that we are on the eve of a major recession it is not surprising for a business depending on advertisement revenue to report slowing revenue growth. And not only Meta Platforms is struggling – peers like Alphabet (GOOG,GOOGL), Amazon (AMZN), and Tencent are struggling as well.Investing in the future: Meta Platforms is investing in its huge vision of the metaverse, which is expensive and has a negative impact on the bottom line and the company’s ability to generate free cash flow.These two aspects combined create a scenario that looks like Armageddon for Meta Platforms – but it is not. The first problem (the cyclical low) will pass, and revenue growth and profitability will increase again. The second problem (high expenditures) could actually be a huge opportunity for billions and billions in profits in the years to come. And this is even if the scenario that Meta Platforms is failing with its vision of the Metaverse and Facebook and Instagram just returning to normal ways of profitability after the recession is not priced in (the current stock price, at least).Intrinsic Value CalculationAnd as I have mentioned several times in the past, the Metaverse does not have to work out in any way for Meta Platforms to be a bargain. It is not like we are paying any form of premium for Meta Platforms on the hope of billions in profits from the Metaverse. Just returning to previous profitability levels and generating about $40 billion in free cash flow would make the stock worth about $150 (without any growth assumptions).And although it sounds absurd right now, Meta Platforms should be able to grow in the mid-to-high single digits in the years to come. Not only have we to assume Meta Platforms being able to grow its top line again. Additionally, Meta Platforms could use share buybacks to grow its bottom line (if all the other growth initiatives won’t work). Last quarter, Meta Platforms spent $7,365 million on share buybacks, which is resulting in $29,460 million on annual share buybacks. At the current depressed stock price, this is enough to repurchase more than 10% of outstanding shares and add 10% growth to the bottom line. Combined with revenue growth, this would lead to double-digit growth for Meta Platforms.Meta Platforms Q3/22 PresentationFree cash flow in the last four quarters was $25,713 million and we are using this amount as basis in our calculation. For fiscal 2023, we assume 0% growth as the company is not so optimistic for the next years and the recession will have a negative impact. For the years from fiscal 2024 going forward (and till perpetuity), we assume only 5% growth. This is resulting in an intrinsic value of $182.69 (assuming 2,687 million outstanding shares and 10% discount rate). When assuming 6% instead, the intrinsic value would be $221.44, and these are still cautious assumptions.ConclusionIn past articles I mentioned several times that I don’t like the term “buying opportunity of a lifetime” – especially as it was often used after small corrections implying that a 10% or 20% correction is already generating a deeply undervalued stock. But Meta Platforms is a huge buying opportunity, in my opinion, and the stock could easily double or triple over the next few years as Meta Platforms is trading nowhere close to its intrinsic value. In different calculations (which I did not include in this article), we also get an intrinsic value around $400 for Meta Platforms right now.And in the coming quarters, bad news will continue as the recession, which will hit the United States with a highprobability in 2023, will lead to more trouble for Meta Platforms. But at this point, most of the bad news should be priced in, and further bad news should not be a major shock. Over the next few years, you probably won’t regret an investment in Meta Platforms (and for the next few quarters just go to sleep, as we don’t know what will happen).","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985090566,"gmtCreate":1667264936656,"gmtModify":1676537887199,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good support.. Apple!","listText":"Good support.. Apple!","text":"Good support.. Apple!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985090566","repostId":"1180963465","repostType":4,"repost":{"id":"1180963465","pubTimestamp":1667262471,"share":"https://www.laohu8.com/m/news/1180963465?lang=&edition=full","pubTime":"2022-11-01 08:27","market":"us","language":"en","title":"Apple and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1180963465","media":"MarketWatch","summary":"The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings re","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/4062ea999ad9a74269b4289fac8b8890\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/>The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more than $700 billion to close out last week.</p><p>Apple finished Friday’s trading session with a<b> $2.48 trillion valuation</b>, while Microsoft ended the week with a <b>$1.76 trillion valuation</b>. The $719.24 billion spread between those two market caps was the widest record and nearly as much as Tesla Inc.’s entire market cap of<b> $721.61 billion</b>, according to Dow Jones Market Data.</p><p>The spread has narrowed a bit with Monday morning’s trading action, as Apple shares are off 1.8% and Microsoft shares are down 1.5%. Apple’s market value is now $698.40 billion larger than Microsoft’s, with that spread again similar to Tesla’s  current valuation.</p><p>While Apple shares rallied 7.6% in Friday trading after the company posted a large revenue beat in its Mac segment and indicated that iPhone demand was strong despite supply challenges, Microsoft shares lost 7.7% Wednesday as the company’s most recent earnings report fueled concerns about cloud growth.</p><p>Combined, Apple’s and Microsoft’s market caps made up 42% of the market cap of all Dow Jones Industrial Average components as of Friday’s close.</p><p>Apple’s price-to-earnings ratio on a next-12-months basis is also higher than Microsoft’s in a somewhat rare occurrence. While the smartphone giant’s forward P/E has been higher than Microsoft’s during several days in September and October, it hadn’t been above Microsoft’s before those instances since January 2021, per Dow Jones Market Data, based on FactSet data.</p><p>Apple had a 24.48 P/E ahead of Monday’s open, while Microsoft’s was 23.25.</p><p>Shares of both names remain down on the year, however, with Microsoft’s stock off 31% over the course of 2022 and Apple’s off 14%. Together, Apple, Microsoft, Alphabet Inc., Amazon.com Inc., and Meta Platforms Inc. have shed $3 trillion in market value so far this year.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation</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 and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180963465","content_text":"The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more than $700 billion to close out last week.Apple finished Friday’s trading session with a $2.48 trillion valuation, while Microsoft ended the week with a $1.76 trillion valuation. The $719.24 billion spread between those two market caps was the widest record and nearly as much as Tesla Inc.’s entire market cap of $721.61 billion, according to Dow Jones Market Data.The spread has narrowed a bit with Monday morning’s trading action, as Apple shares are off 1.8% and Microsoft shares are down 1.5%. Apple’s market value is now $698.40 billion larger than Microsoft’s, with that spread again similar to Tesla’s  current valuation.While Apple shares rallied 7.6% in Friday trading after the company posted a large revenue beat in its Mac segment and indicated that iPhone demand was strong despite supply challenges, Microsoft shares lost 7.7% Wednesday as the company’s most recent earnings report fueled concerns about cloud growth.Combined, Apple’s and Microsoft’s market caps made up 42% of the market cap of all Dow Jones Industrial Average components as of Friday’s close.Apple’s price-to-earnings ratio on a next-12-months basis is also higher than Microsoft’s in a somewhat rare occurrence. While the smartphone giant’s forward P/E has been higher than Microsoft’s during several days in September and October, it hadn’t been above Microsoft’s before those instances since January 2021, per Dow Jones Market Data, based on FactSet data.Apple had a 24.48 P/E ahead of Monday’s open, while Microsoft’s was 23.25.Shares of both names remain down on the year, however, with Microsoft’s stock off 31% over the course of 2022 and Apple’s off 14%. Together, Apple, Microsoft, Alphabet Inc., Amazon.com Inc., and Meta Platforms Inc. have shed $3 trillion in market value so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983979801,"gmtCreate":1666143029603,"gmtModify":1676537712449,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Good future, put in your list.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Good future, put in your list.","text":"$Palantir Technologies Inc.(PLTR)$Good future, put in your list.","images":[{"img":"https://community-static.tradeup.com/news/c4ce14e6b8765d8c6f96e1f872216197","width":"750","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983979801","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9983970270,"gmtCreate":1666142951890,"gmtModify":1676537712429,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good reminder!!","listText":"Good reminder!!","text":"Good reminder!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983970270","repostId":"1193778940","repostType":4,"repost":{"id":"1193778940","pubTimestamp":1666105695,"share":"https://www.laohu8.com/m/news/1193778940?lang=&edition=full","pubTime":"2022-10-18 23:08","market":"us","language":"en","title":"Wake Up: The Bear Market Rally Just Started","url":"https://stock-news.laohu8.com/highlight/detail?id=1193778940","media":"seekingalpha","summary":"SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now tha","content":"<html><head></head><body><h2>Summary</h2><ul><li>The S&amp;P 500 dropped by a whopping 20% from its mid-August top two months ago.</li><li>However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another significant countertrend rally in the coming weeks.</li><li>Moreover, big banks are coming out with better-than-expected earnings results, providing another constructive catalyst for stocks to move higher in the near term.</li><li>I&#39;ve made some instrumental portfolio adjustments around the recent lows and plan to continue beating the market in the coming weeks, quarters, and years.</li></ul><p><img src=\"https://static.tigerbbs.com/aa3422b1fb50299630a4442d3236e42d\" tg-width=\"750\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>We&#39;ve seen some exciting price action in recent weeks. The S&amp;P 500/SPX (SP500) dropped by approximately 20% from its mid-August high to its current bottom at 3,500. I called the August top in the &#34;Near-TermTop&#34; article and a series of other bearish articles I published around that time. I&#39;m not saying that the bear market is over or stocks are heading to the moon from here. However, now that the market is significantly lower, we could see another powerful countertrend rally ahead. The upcoming Fed rate hike is likely priced in, and we see earnings coming in better than expected. If the constructive earnings theme continues, we could see stocks rebound substantially in the coming weeks.</p><h2>Finally, A Technical Setup We Can Work With</h2><p><b>SPX 1-Year Chart</b></p><p><img src=\"https://static.tigerbbs.com/bd9c457964a5ba46f6eba27977384030\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX bear market decline has been about 27% from peak to trough. However, the SPX dropped by a whopping 20% since mid August. That&#39;s just two months. The SPX and stocks, in general, got severely oversold. We saw the RSI drop below 30, and the CCI dipped below 200, indicating extremely oversold market conditions. Perhaps most importantly, we witnessed a significant panic-driven reversal last Thursday. The market opened significantly lower with capitulation-style selling, but after the relentless selling, the buyers came in, reversing the market by nearly 200 points. We probably witnessed seller exhaustion, and around 3,500 many market participants did not want to sell anymore. Then the algos and the bulls took over, driving stocks to close at session highs. In short, we may have put in another near-term bottom, and we could see the SPX rally to the 3,800-4,000 resistance point from here and possibly higher after that.</p><h2>It&#39;s All About the Fed and Earnings Right Now</h2><p>While the near-term technical image has improved substantially, it&#39;s still all about the Fed and earnings going into November. Despite the higher-than-anticipated CPI reading and the better-than-expected employment report, the Fed will probably still hike interest rates by 75 basis points at the next meeting.</p><p><b>Rate Probabilities</b></p><p><img src=\"https://static.tigerbbs.com/33d3ae809e7a404a37b9739b9c0063bc\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Rate probabilities(CMEGroup.com)</p><p>There&#39;s now about a 95% probability that the Fed will raise the benchmark to 3.75-4% (75 basis points) at the next FOMC meeting in roughly 16 days. While 95% is higher than the 50%-70% expectations we had in recent weeks, it was still likely that the Fed would make another 75 basis point move. Therefore, the market has been preparing for the rate hike in recent weeks, has dropped significantly, and the upcoming rate increase should be fully priced in by now. Moreover, once the Fed raises by 75 basis points at the next meeting, it will probably only move by 25-50 basis points at the December FOMC event, suggesting that we may get a significant relief rally after the Fed&#39;s decision on Nov. 2.</p><h2>Positive Earnings Are a Catalyst for Higher Stock Prices</h2><p>It&#39;s primarily about making or beating your earnings estimates at the end of the day. Forward guidance is an essential element, but I have not heard too much negative news from the recent bellwether names kicking off earnings season. On the contrary, we see banks and other significant corporations reporting better numbers than the street expected, and that&#39;s bullish for stocks.</p><p><b>Here&#39;s What We&#39;ve Seen So Far</b></p><p><img src=\"https://static.tigerbbs.com/bd833be84335bd2b277665f4bcea5fc5\" tg-width=\"640\" tg-height=\"573\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Earnings(Investing.com)</p><p>While it&#39;s not much, we see much better than expected results from big companies. I want to draw your attention to the big banks as they typically set the tone for the entire earnings season. Look at JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), and other smash earnings. This phenomenon implies that despite massive drops in stocks, the U.S. economy remains remarkably resilient, and we should see more upside for stocks in the weeks ahead. Moreover, it&#39;s not just the banks. Other companies are reporting better-than-expected earnings figures, and this trend should transition in the weeks ahead. Robust earnings from big tech companies and other bellwether names should fuel the recent rally further, leading to higher stock prices in the near term.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wake Up: The Bear Market Rally Just Started</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\">\nWake Up: The Bear Market Rally Just Started\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546969-bear-market-rally-just-started><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546969-bear-market-rally-just-started\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4546969-bear-market-rally-just-started","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1193778940","content_text":"SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another significant countertrend rally in the coming weeks.Moreover, big banks are coming out with better-than-expected earnings results, providing another constructive catalyst for stocks to move higher in the near term.I've made some instrumental portfolio adjustments around the recent lows and plan to continue beating the market in the coming weeks, quarters, and years.We've seen some exciting price action in recent weeks. The S&P 500/SPX (SP500) dropped by approximately 20% from its mid-August high to its current bottom at 3,500. I called the August top in the \"Near-TermTop\" article and a series of other bearish articles I published around that time. I'm not saying that the bear market is over or stocks are heading to the moon from here. However, now that the market is significantly lower, we could see another powerful countertrend rally ahead. The upcoming Fed rate hike is likely priced in, and we see earnings coming in better than expected. If the constructive earnings theme continues, we could see stocks rebound substantially in the coming weeks.Finally, A Technical Setup We Can Work WithSPX 1-Year ChartSPX(StockCharts.com)The SPX bear market decline has been about 27% from peak to trough. However, the SPX dropped by a whopping 20% since mid August. That's just two months. The SPX and stocks, in general, got severely oversold. We saw the RSI drop below 30, and the CCI dipped below 200, indicating extremely oversold market conditions. Perhaps most importantly, we witnessed a significant panic-driven reversal last Thursday. The market opened significantly lower with capitulation-style selling, but after the relentless selling, the buyers came in, reversing the market by nearly 200 points. We probably witnessed seller exhaustion, and around 3,500 many market participants did not want to sell anymore. Then the algos and the bulls took over, driving stocks to close at session highs. In short, we may have put in another near-term bottom, and we could see the SPX rally to the 3,800-4,000 resistance point from here and possibly higher after that.It's All About the Fed and Earnings Right NowWhile the near-term technical image has improved substantially, it's still all about the Fed and earnings going into November. Despite the higher-than-anticipated CPI reading and the better-than-expected employment report, the Fed will probably still hike interest rates by 75 basis points at the next meeting.Rate ProbabilitiesRate probabilities(CMEGroup.com)There's now about a 95% probability that the Fed will raise the benchmark to 3.75-4% (75 basis points) at the next FOMC meeting in roughly 16 days. While 95% is higher than the 50%-70% expectations we had in recent weeks, it was still likely that the Fed would make another 75 basis point move. Therefore, the market has been preparing for the rate hike in recent weeks, has dropped significantly, and the upcoming rate increase should be fully priced in by now. Moreover, once the Fed raises by 75 basis points at the next meeting, it will probably only move by 25-50 basis points at the December FOMC event, suggesting that we may get a significant relief rally after the Fed's decision on Nov. 2.Positive Earnings Are a Catalyst for Higher Stock PricesIt's primarily about making or beating your earnings estimates at the end of the day. Forward guidance is an essential element, but I have not heard too much negative news from the recent bellwether names kicking off earnings season. On the contrary, we see banks and other significant corporations reporting better numbers than the street expected, and that's bullish for stocks.Here's What We've Seen So FarEarnings(Investing.com)While it's not much, we see much better than expected results from big companies. I want to draw your attention to the big banks as they typically set the tone for the entire earnings season. Look at JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), and other smash earnings. This phenomenon implies that despite massive drops in stocks, the U.S. economy remains remarkably resilient, and we should see more upside for stocks in the weeks ahead. Moreover, it's not just the banks. Other companies are reporting better-than-expected earnings figures, and this trend should transition in the weeks ahead. Robust earnings from big tech companies and other bellwether names should fuel the recent rally further, leading to higher stock prices in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980454637,"gmtCreate":1665800972430,"gmtModify":1676537666811,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Lower Low... buy carefully DUN have&nbsp; to go all in.. good time to buy anyway..","listText":"Lower Low... buy carefully DUN have&nbsp; to go all in.. good time to buy anyway..","text":"Lower Low... buy carefully DUN have to go all in.. good time to buy anyway..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980454637","repostId":"2275952060","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980452596,"gmtCreate":1665800685416,"gmtModify":1676537666748,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good sharing..👍","listText":"Good sharing..👍","text":"Good sharing..👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980452596","repostId":"1107684501","repostType":4,"repost":{"id":"1107684501","pubTimestamp":1665795726,"share":"https://www.laohu8.com/m/news/1107684501?lang=&edition=full","pubTime":"2022-10-15 09:02","market":"us","language":"en","title":"Apple Stock: Fears Are Overdone, Say These Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1107684501","media":"TheStreet","summary":"Amid growing concerns over inflation and an eventual recession, two analysts don’t seem too concerned about Apple stock. Here is why.","content":"<html><head></head><body><p>It is looking uglier by the day. With mounting fears over lingering inflation, rising interest rates that don’t seem to find a ceiling, anddeteriorationin global economic activity, <b>Apple</b> stock has reached 22% lower for the year alongside an equally soft <b>S&amp;P 500</b>.</p><p>However, even ahead of a nail-biting CPI report scheduled for this Thursday and the upcoming calendar Q3 earnings season for tech companies, a couple of analysts have been emphatic: there isn’t too much about AAPL that should worry investors now.</p><p>Below are the arguments recently made by Citi’s Jim Suva and Key Banc’s Brandon Nispel, two analysts that see Apple stock rising to $185 per share, for 34% upside opportunity.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc165c978aa2aceb68ae254e7c6cd1ee\" tg-width=\"1240\" tg-height=\"828\" width=\"100%\" height=\"auto\"/><span>Figure 1: Apple Stock: Fears Are Overdone, Say These Analysts</span></p><h2>Apple: delivering the goods</h2><p>Mr. Suva’s leaned on “the full package” that Apple has been this year to explain why he is not concerned about the Cupertino company ahead of earnings season.</p><p>According to him, Apple has hit the nail on the head with the recent iPhone 14 launch. The analyst was particularly optimistic about consumer preference towards the Pro models, which carry a higher price tag – and likely better margins.</p><p>That said, the Citi researcher did not have a particularly differentiated view on the number of iPhone units that he expects Apple to ship in the second half: 90 million. This is a sales figure that other analysts on Wall Street have also projected, and something that would not be substantially better compared to the iPhone 13 last year.</p><p>Mr. Nispel, on the other hand, looked at Apple’s performance from the top down. He started off by noting that big-ticket purchases by US consumers in September exceeded what the historical month-over-month trend would have suggested.</p><p>Based on the analyst’s report, spending increased by 11% from August. This is good news, considering that seasonality tends to be negative heading into the last month of the quarter, according to the researcher.</p><p>These observations bode well for Apple’s hardware sales in the company’s fiscal Q4. KeyBanc sees the number climbing 11% sequentially, roughly three percentage points above consensus.</p><h2>But what about AAPL stock?</h2><p>None of the above should be bad news for Apple stock and its investors – the contrary, if anything. Considering the uncertainty about economic activity and consumers’ spending power heading into the end of 2022, Apple may continue to execute better than most of its peers.</p><p>I wonder, however, how much the company’s financial performance might matter to Apple shares in the near term. I have recently argued that macroeconomic factors, and not the performance of the iPhone 14 or any other of Apple’s products and services, will likely dictate the direction of AAPL in the foreseeable future.</p><p>Therefore, I continue to expect high levels of volatility in AAPL over the next weeks, maybe even a retesting of the 2022 lows. Inflation and the conversations around monetary policy will be the most important variables to keep an eye on, in my opinion.</p><p>That is not to say, however, that the data points presented by the two Wall Street analysts are meaningless. Should Apple continue to deliver the goods, as it has in the past few years, the company’s stock could eventually leap ahead of the S&amp;P 500 again.</p><p>Witnessing and benefitting from this potential outperformance, however, will require some patience from investors.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Fears Are Overdone, Say These Analysts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Fears Are Overdone, Say These Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/apple-stock-fears-are-overdone-say-these-analysts><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is looking uglier by the day. With mounting fears over lingering inflation, rising interest rates that don’t seem to find a ceiling, anddeteriorationin global economic activity, Apple stock has ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-fears-are-overdone-say-these-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-fears-are-overdone-say-these-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107684501","content_text":"It is looking uglier by the day. With mounting fears over lingering inflation, rising interest rates that don’t seem to find a ceiling, anddeteriorationin global economic activity, Apple stock has reached 22% lower for the year alongside an equally soft S&P 500.However, even ahead of a nail-biting CPI report scheduled for this Thursday and the upcoming calendar Q3 earnings season for tech companies, a couple of analysts have been emphatic: there isn’t too much about AAPL that should worry investors now.Below are the arguments recently made by Citi’s Jim Suva and Key Banc’s Brandon Nispel, two analysts that see Apple stock rising to $185 per share, for 34% upside opportunity.Figure 1: Apple Stock: Fears Are Overdone, Say These AnalystsApple: delivering the goodsMr. Suva’s leaned on “the full package” that Apple has been this year to explain why he is not concerned about the Cupertino company ahead of earnings season.According to him, Apple has hit the nail on the head with the recent iPhone 14 launch. The analyst was particularly optimistic about consumer preference towards the Pro models, which carry a higher price tag – and likely better margins.That said, the Citi researcher did not have a particularly differentiated view on the number of iPhone units that he expects Apple to ship in the second half: 90 million. This is a sales figure that other analysts on Wall Street have also projected, and something that would not be substantially better compared to the iPhone 13 last year.Mr. Nispel, on the other hand, looked at Apple’s performance from the top down. He started off by noting that big-ticket purchases by US consumers in September exceeded what the historical month-over-month trend would have suggested.Based on the analyst’s report, spending increased by 11% from August. This is good news, considering that seasonality tends to be negative heading into the last month of the quarter, according to the researcher.These observations bode well for Apple’s hardware sales in the company’s fiscal Q4. KeyBanc sees the number climbing 11% sequentially, roughly three percentage points above consensus.But what about AAPL stock?None of the above should be bad news for Apple stock and its investors – the contrary, if anything. Considering the uncertainty about economic activity and consumers’ spending power heading into the end of 2022, Apple may continue to execute better than most of its peers.I wonder, however, how much the company’s financial performance might matter to Apple shares in the near term. I have recently argued that macroeconomic factors, and not the performance of the iPhone 14 or any other of Apple’s products and services, will likely dictate the direction of AAPL in the foreseeable future.Therefore, I continue to expect high levels of volatility in AAPL over the next weeks, maybe even a retesting of the 2022 lows. Inflation and the conversations around monetary policy will be the most important variables to keep an eye on, in my opinion.That is not to say, however, that the data points presented by the two Wall Street analysts are meaningless. Should Apple continue to deliver the goods, as it has in the past few years, the company’s stock could eventually leap ahead of the S&P 500 again.Witnessing and benefitting from this potential outperformance, however, will require some patience from investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995704557,"gmtCreate":1661511690681,"gmtModify":1676536532759,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"🤣&nbsp;","listText":"🤣&nbsp;","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995704557","repostId":"1186673642","repostType":4,"repost":{"id":"1186673642","pubTimestamp":1661504445,"share":"https://www.laohu8.com/m/news/1186673642?lang=&edition=full","pubTime":"2022-08-26 17:00","market":"us","language":"en","title":"How the Stock Market Performs After Jackson Hole, According to History","url":"https://stock-news.laohu8.com/highlight/detail?id=1186673642","media":"Barrons","summary":"The stock market usually performs well just after the Federal Reserve’s annual Jackson Hole Symposiu","content":"<html><head></head><body><p>The stock market usually performs well just after the Federal Reserve’s annual Jackson Hole Symposium.</p><p>The first day of the Jackson Hole meeting usually kick-starts strong stock market performance in the near-term, historically speaking. The average move for the Dow Jones Industrial Average for the month following the first day of the meeting is up 0.3%, in data dating back to 1978, according to Dow Jones Market data. The S&amp;P 500 averages a 0.5% gain, while the more volatile Nasdaq Composite averages a 0.9% rise.</p><p>There are, however, two caveats.</p><p>First off, the stock market has posted impressive gains this summer already. All three indexes are up double digits in percentage terms from their mid-June closing lows for the year. The main driver has been investors hoping that the declining rate of inflation could compel the Fed to slow down the pace of interest rate hikes. If Fed Chairman Jerome Powell indicates in his speech Friday that a half-percentage-point rate hike is most likely on the way for September, rather than three-quarters of a point, stocks could keep rallying. But if Powell indicates a three-quarter-point hike is on the way, stocks are likely to dip.</p><p>Second, the month of September is usually the stock market’s worst month of the year. The average move for the S&amp;P 500 in September is down 1%, dating back to 1928. The effect has been less pronounced in recent years. The market actually averaged a 0.7% increase in September during the 2010s, though it averaged a 4.3% decline that month in 2020 and 2021.</p><p>Either way, investors will keep in mind the factors that are specific to this year. The stock market has enjoyed a substantial summer rally already and now the question is how fast the Fed will lift rates from here.</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>How the Stock Market Performs After Jackson Hole, According to History</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow the Stock Market Performs After Jackson Hole, According to History\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/jackson-hole-stock-market-history-51661448852?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market usually performs well just after the Federal Reserve’s annual Jackson Hole Symposium.The first day of the Jackson Hole meeting usually kick-starts strong stock market performance in ...</p>\n\n<a href=\"https://www.barrons.com/articles/jackson-hole-stock-market-history-51661448852?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/jackson-hole-stock-market-history-51661448852?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186673642","content_text":"The stock market usually performs well just after the Federal Reserve’s annual Jackson Hole Symposium.The first day of the Jackson Hole meeting usually kick-starts strong stock market performance in the near-term, historically speaking. The average move for the Dow Jones Industrial Average for the month following the first day of the meeting is up 0.3%, in data dating back to 1978, according to Dow Jones Market data. The S&P 500 averages a 0.5% gain, while the more volatile Nasdaq Composite averages a 0.9% rise.There are, however, two caveats.First off, the stock market has posted impressive gains this summer already. All three indexes are up double digits in percentage terms from their mid-June closing lows for the year. The main driver has been investors hoping that the declining rate of inflation could compel the Fed to slow down the pace of interest rate hikes. If Fed Chairman Jerome Powell indicates in his speech Friday that a half-percentage-point rate hike is most likely on the way for September, rather than three-quarters of a point, stocks could keep rallying. But if Powell indicates a three-quarter-point hike is on the way, stocks are likely to dip.Second, the month of September is usually the stock market’s worst month of the year. The average move for the S&P 500 in September is down 1%, dating back to 1928. The effect has been less pronounced in recent years. The market actually averaged a 0.7% increase in September during the 2010s, though it averaged a 4.3% decline that month in 2020 and 2021.Either way, investors will keep in mind the factors that are specific to this year. The stock market has enjoyed a substantial summer rally already and now the question is how fast the Fed will lift rates from here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9036908209,"gmtCreate":1646957911242,"gmtModify":1676534181193,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"If you still believe and confident With the stock, shall give it sometime to progress, you will see results in medium&nbsp;terms ..&nbsp;","listText":"If you still believe and confident With the stock, shall give it sometime to progress, you will see results in medium&nbsp;terms ..&nbsp;","text":"If you still believe and confident With the stock, shall give it sometime to progress, you will see results in medium terms ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036908209","repostId":"1133495712","repostType":4,"repost":{"id":"1133495712","pubTimestamp":1646917591,"share":"https://www.laohu8.com/m/news/1133495712?lang=&edition=full","pubTime":"2022-03-10 21:06","market":"us","language":"en","title":"Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1133495712","media":"benzinga","summary":"Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir T","content":"<html><head></head><body><p>Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm&#39;s swiftest exists from a stock it was bullish on just over a month ago.</p><p>Ark Invest on Wednesday sold the remaining five shares it held in Palantir via the Ark Space Exploration &amp; Innovation ETF (BATS: ARKX), daily trade data from the investment firm showed.</p><p>For perspective, Ark Invest at the start of February held over 30 million shares, in the data analytics company known for its work with government agencies.</p><p>The popular investment firm, known for holding bets in Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN), shed nearly all of its Palantir exposure in about 13 trades.</p><p>Ark Invest had been piling up Palantir stock for months prior to the selloff that began on Feb. 1, when it sold 3.2 million shares in a single trade.</p><p>It stepped up liquidating efforts after the company reported fourth-quarter earnings of two cents per share, below analyst expectations, sending its shares down 16%.</p><p>“We had some concerns about their (Palantir) competitive positioning within the government space and we had better risk money elsewhere,” Brett Winton, director of Research at Ark Invest, had said in an interview on a YouTube channel earlier this month.</p><p>“It&#39;s an interesting company .. the technology is super interesting and we&#39;re very bullish on AI generally. The marginal competitive weakness on the government side just left us with other places to go.”</p><p>Palantir stock closed 5.5% higher at $11.6 a share on Wednesday. The stock is down 37% year-to-date.</p><p></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>Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month</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\">\nCathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","ARKK":"ARK Innovation ETF"},"source_url":"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133495712","content_text":"Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it was bullish on just over a month ago.Ark Invest on Wednesday sold the remaining five shares it held in Palantir via the Ark Space Exploration & Innovation ETF (BATS: ARKX), daily trade data from the investment firm showed.For perspective, Ark Invest at the start of February held over 30 million shares, in the data analytics company known for its work with government agencies.The popular investment firm, known for holding bets in Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN), shed nearly all of its Palantir exposure in about 13 trades.Ark Invest had been piling up Palantir stock for months prior to the selloff that began on Feb. 1, when it sold 3.2 million shares in a single trade.It stepped up liquidating efforts after the company reported fourth-quarter earnings of two cents per share, below analyst expectations, sending its shares down 16%.“We had some concerns about their (Palantir) competitive positioning within the government space and we had better risk money elsewhere,” Brett Winton, director of Research at Ark Invest, had said in an interview on a YouTube channel earlier this month.“It's an interesting company .. the technology is super interesting and we're very bullish on AI generally. The marginal competitive weakness on the government side just left us with other places to go.”Palantir stock closed 5.5% higher at $11.6 a share on Wednesday. The stock is down 37% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274804085724","authorId":"3479274804085724","name":"ladyman","avatar":"https://static.laohu8.com/picture161","crmLevel":1,"crmLevelSwitch":0},"content":"God can't save the American stock market and the American economy.","text":"God can't save the American stock market and the American economy.","html":"God can't save the American stock market and the American economy."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008002821,"gmtCreate":1641339512581,"gmtModify":1676533599781,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Wow, something that not other ppl can see… Value…???","listText":"Wow, something that not other ppl can see… Value…???","text":"Wow, something that not other ppl can see… Value…???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008002821","repostId":"2201728876","repostType":4,"repost":{"id":"2201728876","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":1641335426,"share":"https://www.laohu8.com/m/news/2201728876?lang=&edition=full","pubTime":"2022-01-05 06:30","market":"us","language":"en","title":"Charlie Munger's Daily Journal nearly doubles stake in China's Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=2201728876","media":"Reuters","summary":"Jan 4 (Reuters) - Daily Journal Corp, the publishing and technology company in which Warren Buffett'","content":"<html><head></head><body><p>Jan 4 (Reuters) - Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p><p>Munger, 98, has long been bullish on China.</p><p>Alibaba&#39;s U.S.-listed shares had in 2021 lost more than 48% of their value.</p><p>On Tuesday, the shares pared losses and closed down 0.7% at $119.56.</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>Charlie Munger's Daily Journal nearly doubles stake in China's Alibaba</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\">\nCharlie Munger's Daily Journal nearly doubles stake in China's Alibaba\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\">2022-01-05 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 4 (Reuters) - Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p><p>Munger, 98, has long been bullish on China.</p><p>Alibaba&#39;s U.S.-listed shares had in 2021 lost more than 48% of their value.</p><p>On Tuesday, the shares pared losses and closed down 0.7% at $119.56.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","BK4111":"出版","09988":"阿里巴巴-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201728876","content_text":"Jan 4 (Reuters) - Daily Journal Corp, the publishing and technology company in which Warren Buffett's longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.Munger, 98, has long been bullish on China.Alibaba's U.S.-listed shares had in 2021 lost more than 48% of their value.On Tuesday, the shares pared losses and closed down 0.7% at $119.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045976981,"gmtCreate":1656554855043,"gmtModify":1676535853016,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"For long term holder.. this is a good price level to enter slowly.. never know when is the bottom coming... maybe not coming??? Whoknow??","listText":"For long term holder.. this is a good price level to enter slowly.. never know when is the bottom coming... maybe not coming??? Whoknow??","text":"For long term holder.. this is a good price level to enter slowly.. never know when is the bottom coming... maybe not coming??? Whoknow??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045976981","repostId":"2247102405","repostType":4,"repost":{"id":"2247102405","pubTimestamp":1656554022,"share":"https://www.laohu8.com/m/news/2247102405?lang=&edition=full","pubTime":"2022-06-30 09:53","market":"us","language":"en","title":"Apple: Don't Fight Against The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2247102405","media":"Seekingalpha","summary":"Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) st","content":"<html><head></head><body><h2>Price Action Thesis</h2><p>We follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the last sell-off. Notably, it formed a validated bear trap (significant rejection of selling momentum), corroborating its May bottom.</p><p>However, another June sell-off soon took out its May lows, which invalidated its bear trap. As a result, we revisited our price action thesis and realized we had been wrong on AAPL stock. We revised our rating to Buy too early in 2022, as AAPL formed a double top bull trap (significant rejection of buying momentum) at the end of March.</p><p>Therefore, instead of turning cautious due to its double top, we kept our Buy rating and executed poorly. Consequently, we are reminded again by the market never to ignore the presence of double tops, as they often portend early warning signals to significant trend reversals.</p><p>Notwithstanding, AAPL is still holding its June lows. However, we are not convinced that the digestion from its double top has been completed. Also, our reverse cash flow model indicates that AAPL could underperform the market even at the current levels.</p><p>Accordingly, we believe revising our rating from Buy to Hold is appropriate.</p><h2>AAPL - Trend Has Turned Decisively Bearish</h2><p><img src=\"https://static.tigerbbs.com/38a3910949c6058150395b757a3503a6\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AAPL price chart (monthly) (TradingView)</p><p>Despite the steep sell-off from its March double top, AAPL is still in a long-term uptrend. Therefore, we believe some long-term AAPL investors remain unperturbed.</p><p>However, we urge caution as AAPL&#39;s surge from its COVID bottom was too fast, helping the stock outperform the market significantly over the past two years. However, such a massive surge is unsustainable unless the company can continue delivering on massive earnings or free cash flow growth from highly challenging comps.</p><p>Furthermore, AAPL&#39;s price action looks extended. As a result, we believe that the digestion from the double top has not been completed, with steeper sell-offs moving forward.</p><p><img src=\"https://static.tigerbbs.com/9a076eb75f450583b6ab364ebde40ad8\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AAPL price chart (weekly) (TradingView)</p><p>Moving into its weekly chart, we can glean the double top at the end of March. Even though AAPL staged a validated bear trap in May as expected, it has already been invalidated by June&#39;s sell-off. Investors are reminded to accord higher precedence to double top price action. Initial bear traps following a double top are usually unreliable.</p><p>Notwithstanding, AAPL is still holding its June lows, but its momentum has already turned decisively bearish. Therefore, AAPL&#39;s bias continues to the downside if it cannot retake its near-term resistance convincingly.</p><p>Therefore, we will be watching its price action closely. Investors should be prepared for a steep sell-off if it fails its near-term resistance re-test and forms a bull trap.</p><h2>Apple Could Significantly Underperform The Market</h2><p><img src=\"https://static.tigerbbs.com/41ba9d7cfac4a1b1c26f3d4535b442fd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple revenue change % and GAAP EPS change % consensus estimates (S&amp;P Cap IQ)</p><p>Apple still deserves plaudits for its impressive EPS growth, as seen above. Despite tepid revenue growth metrics, it has consistently posted more robust EPS growth, supported by its stock repurchase programs.</p><p>Notwithstanding, Apple&#39;s revenue growth is expected to moderate significantly over the next few years. Moreover, its EPS growth is projected to slow considerably as it laps increasingly challenging comps. Hence, unless Apple can deliver something massive that can move the needle (Apple car?), it&#39;s challenging to expect Apple to outperform the market moving forward.</p><p><img src=\"https://static.tigerbbs.com/55cbe4a98a878e9069e764c8bfc38786\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple EBIT margins % and FCF margins % consensus estimates (S&amp;P Cap IQ)</p><p>Notwithstanding, Apple is a massive cash flow machine, converting most of its EBIT profitability into free cash flow (FCF), as seen above. As a result, it&#39;s expected to continue underpinning its robust FCF margins despite the slowdown in revenue growth.</p><table><tbody><tr><td>Stock</td><td>AAPL</td></tr><tr><td>Assumed entry level</td><td>$129</td></tr><tr><td>Hurdle rate (CAGR)</td><td>22.98%</td></tr><tr><td>Projection through</td><td>CQ4&#39;26</td></tr><tr><td>Required FCF yield in CQ4&#39;26</td><td>7.14%</td></tr><tr><td>Assumed TTM FCF margin in CQ4&#39;26</td><td>27%</td></tr><tr><td>Implied TTM revenue by CQ4&#39;26</td><td>$1.4T</td></tr></tbody></table><p><i>AAPL reverse cash flow valuation model. Data source: S&amp;P Cap IQ, author</i></p><p>AAPL has outperformed the Invesco QQQ <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (QQQ) over the past five to ten years. It delivered a 5Y total return CAGR of 31.84% (Vs. QQQ&#39;s 15.99%). It also posted a 10Y total return CAGR of 22.98% (Vs. QQQ&#39;s 17.52%).</p><p>Therefore, to make sense of whether the market expects AAPL to outperform moving ahead, we used an assumed entry price of $129 (near-term support). We also applied a hurdle rate of 22.98% (equivalent to its 10Y average performance) and used the 10Y mean of its FCF yield of 7.14%.</p><p>As a result, we require Apple to post revenue of $1.4T by CQ4&#39;26, which is &#34;impossible,&#34; based on the current consensus estimates. Hence, we believe the market is likely pricing in further weakness in AAPL as it could significantly underperform the market.</p><p>Investors should note that AAPL traded at FCF yields as high as 11.8% over the past ten years. So, its current FCF yield of 4.64% is nowhere near those levels.</p><h2>Is AAPL Stock A Buy, Sell, Or Hold?</h2><p><i>We revise our rating on AAPL from Buy to Hold.</i> While AAPL could maintain its near-term support and hold its June lows, we are convinced it could underperform the market.</p><p>Therefore, it&#39;s better to reallocate capital to other well-beaten down tech stocks that could outperform, given the prolonged bear market in growth stocks.</p><p>Also, our price action analysis indicates that AAPL has moved decisively into a bearish bias. Therefore, the market could use its current consolidation to distribute the stock further before setting up another bull trap to force a steeper sell-off.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Don't Fight Against The 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\">\nApple: Don't Fight Against The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520995-apple-dont-fight-against-the-market><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520995-apple-dont-fight-against-the-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4520995-apple-dont-fight-against-the-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247102405","content_text":"Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the last sell-off. Notably, it formed a validated bear trap (significant rejection of selling momentum), corroborating its May bottom.However, another June sell-off soon took out its May lows, which invalidated its bear trap. As a result, we revisited our price action thesis and realized we had been wrong on AAPL stock. We revised our rating to Buy too early in 2022, as AAPL formed a double top bull trap (significant rejection of buying momentum) at the end of March.Therefore, instead of turning cautious due to its double top, we kept our Buy rating and executed poorly. Consequently, we are reminded again by the market never to ignore the presence of double tops, as they often portend early warning signals to significant trend reversals.Notwithstanding, AAPL is still holding its June lows. However, we are not convinced that the digestion from its double top has been completed. Also, our reverse cash flow model indicates that AAPL could underperform the market even at the current levels.Accordingly, we believe revising our rating from Buy to Hold is appropriate.AAPL - Trend Has Turned Decisively BearishAAPL price chart (monthly) (TradingView)Despite the steep sell-off from its March double top, AAPL is still in a long-term uptrend. Therefore, we believe some long-term AAPL investors remain unperturbed.However, we urge caution as AAPL's surge from its COVID bottom was too fast, helping the stock outperform the market significantly over the past two years. However, such a massive surge is unsustainable unless the company can continue delivering on massive earnings or free cash flow growth from highly challenging comps.Furthermore, AAPL's price action looks extended. As a result, we believe that the digestion from the double top has not been completed, with steeper sell-offs moving forward.AAPL price chart (weekly) (TradingView)Moving into its weekly chart, we can glean the double top at the end of March. Even though AAPL staged a validated bear trap in May as expected, it has already been invalidated by June's sell-off. Investors are reminded to accord higher precedence to double top price action. Initial bear traps following a double top are usually unreliable.Notwithstanding, AAPL is still holding its June lows, but its momentum has already turned decisively bearish. Therefore, AAPL's bias continues to the downside if it cannot retake its near-term resistance convincingly.Therefore, we will be watching its price action closely. Investors should be prepared for a steep sell-off if it fails its near-term resistance re-test and forms a bull trap.Apple Could Significantly Underperform The MarketApple revenue change % and GAAP EPS change % consensus estimates (S&P Cap IQ)Apple still deserves plaudits for its impressive EPS growth, as seen above. Despite tepid revenue growth metrics, it has consistently posted more robust EPS growth, supported by its stock repurchase programs.Notwithstanding, Apple's revenue growth is expected to moderate significantly over the next few years. Moreover, its EPS growth is projected to slow considerably as it laps increasingly challenging comps. Hence, unless Apple can deliver something massive that can move the needle (Apple car?), it's challenging to expect Apple to outperform the market moving forward.Apple EBIT margins % and FCF margins % consensus estimates (S&P Cap IQ)Notwithstanding, Apple is a massive cash flow machine, converting most of its EBIT profitability into free cash flow (FCF), as seen above. As a result, it's expected to continue underpinning its robust FCF margins despite the slowdown in revenue growth.StockAAPLAssumed entry level$129Hurdle rate (CAGR)22.98%Projection throughCQ4'26Required FCF yield in CQ4'267.14%Assumed TTM FCF margin in CQ4'2627%Implied TTM revenue by CQ4'26$1.4TAAPL reverse cash flow valuation model. Data source: S&P Cap IQ, authorAAPL has outperformed the Invesco QQQ Pacer Swan SOS Fund of Funds ETF|ETF (QQQ) over the past five to ten years. It delivered a 5Y total return CAGR of 31.84% (Vs. QQQ's 15.99%). It also posted a 10Y total return CAGR of 22.98% (Vs. QQQ's 17.52%).Therefore, to make sense of whether the market expects AAPL to outperform moving ahead, we used an assumed entry price of $129 (near-term support). We also applied a hurdle rate of 22.98% (equivalent to its 10Y average performance) and used the 10Y mean of its FCF yield of 7.14%.As a result, we require Apple to post revenue of $1.4T by CQ4'26, which is \"impossible,\" based on the current consensus estimates. Hence, we believe the market is likely pricing in further weakness in AAPL as it could significantly underperform the market.Investors should note that AAPL traded at FCF yields as high as 11.8% over the past ten years. So, its current FCF yield of 4.64% is nowhere near those levels.Is AAPL Stock A Buy, Sell, Or Hold?We revise our rating on AAPL from Buy to Hold. While AAPL could maintain its near-term support and hold its June lows, we are convinced it could underperform the market.Therefore, it's better to reallocate capital to other well-beaten down tech stocks that could outperform, given the prolonged bear market in growth stocks.Also, our price action analysis indicates that AAPL has moved decisively into a bearish bias. Therefore, the market could use its current consolidation to distribute the stock further before setting up another bull trap to force a steeper sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":5,"crmLevelSwitch":1},"content":"Nobody knows the bottom. But to use long term horizon to justify current buying price is not as good too. Nobody knows Apple future too. I do believe in Apple business though.","text":"Nobody knows the bottom. But to use long term horizon to justify current buying price is not as good too. Nobody knows Apple future too. I do believe in Apple business though.","html":"Nobody knows the bottom. But to use long term horizon to justify current buying price is not as good too. Nobody knows Apple future too. I do believe in Apple business though."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069523324,"gmtCreate":1651319113170,"gmtModify":1676534889505,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Is there any opportunities? Please do some homework.","listText":"Is there any opportunities? Please do some homework.","text":"Is there any opportunities? Please do some homework.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069523324","repostId":"2231267307","repostType":4,"repost":{"id":"2231267307","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":1651390133,"share":"https://www.laohu8.com/m/news/2231267307?lang=&edition=full","pubTime":"2022-05-01 15:28","market":"us","language":"en","title":"FAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April","url":"https://stock-news.laohu8.com/highlight/detail?id=2231267307","media":"Dow Jones","summary":"One element that stood out during such a rough year for technology stocks was that the FAANG group (","content":"<html><head></head><body><p>One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc.</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc. </a>, Google holding company <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> plus <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> lost $1.404 trillion in market capitalization during April.  More data about the group&#39;s performance is below.</p><p>Index summary</p><ul><li>On April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)</li><li>The S&amp;P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.</li><li>The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.</li><li>The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.</li></ul><p><b>FAANG summary</b></p><p>Here’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:</p><p><img src=\"https://static.tigerbbs.com/424639395e6612e8b2605755ca5191ef\" tg-width=\"946\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.</p><p><b>S&amp;P 500 decliners</b></p><p>All sectors of the S&amp;P 500 were down during April, except consumer staples:</p><p><img src=\"https://static.tigerbbs.com/0508a2698fa7976cd0a2a478b37581b0\" tg-width=\"887\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/>During April, 79% of the S&amp;P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:</p><p><img src=\"https://static.tigerbbs.com/83c24283ce58266d275df415679d269e\" tg-width=\"876\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b7f81aa6564949767f27ae46a5c6631d\" tg-width=\"884\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April</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\">\nFAANG Stocks Plus Microsoft Lost $1.4 Trillion in Market Value During April\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-01 15:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc.</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix Inc. </a>, Google holding company <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> plus <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> lost $1.404 trillion in market capitalization during April.  More data about the group&#39;s performance is below.</p><p>Index summary</p><ul><li>On April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)</li><li>The S&amp;P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.</li><li>The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.</li><li>The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.</li></ul><p><b>FAANG summary</b></p><p>Here’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:</p><p><img src=\"https://static.tigerbbs.com/424639395e6612e8b2605755ca5191ef\" tg-width=\"946\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/>The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.</p><p><b>S&amp;P 500 decliners</b></p><p>All sectors of the S&amp;P 500 were down during April, except consumer staples:</p><p><img src=\"https://static.tigerbbs.com/0508a2698fa7976cd0a2a478b37581b0\" tg-width=\"887\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/>During April, 79% of the S&amp;P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:</p><p><img src=\"https://static.tigerbbs.com/83c24283ce58266d275df415679d269e\" tg-width=\"876\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b7f81aa6564949767f27ae46a5c6631d\" tg-width=\"884\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","MSFT":"微软","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","TDOC":"Teladoc Health Inc.","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","GOOG":"谷歌","BK4579":"人工智能","BK4550":"红杉资本持仓","GOOGL":"谷歌A","NFLX":"奈飞","BK4503":"景林资产持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231267307","content_text":"One element that stood out during such a rough year for technology stocks was that the FAANG group (Facebook holding company Meta Platforms Inc., Apple Inc. , Amazon.com Inc., Netflix Inc. , Google holding company Alphabet Inc. plus Microsoft lost $1.404 trillion in market capitalization during April.  More data about the group's performance is below.Index summaryOn April 29 the Dow Jones Industrial Average DJIA was down 939 points (or 2.8%) to close at 32,977.21. The Dow fell 4.9% during April and is now down 9.2% for 2022. (All price changes in this article exclude dividends.)The S&P 500 index SPX was hit harder, with a decline of 3.6% on Friday. The U.S. benchmark declined 8.8% in April and has now fallen 13.3% in 2022. Among the worst performers on Friday was Amazon, which took a 14% dive after the company reportedits first quarterly losssince 2015.The Nasdaq Composite Index COMP tumbled 4.2% on Friday; its decline for the week was 3.9% and it is now down 21.2% for 2022. One of the highest-profile decliners in the Nasdaq was Teladoc Health Inc.TDOC,which was down 42% for the week (although it was up slightly on Friday). The stock plunged 40% on April 28 after the companyreduced its outlook for sales and earningssignificantly.The Nasdaq-100 Index NDX fared even worse on Friday, sliding 4.5%. Its one-week decline was 3.8% and it has gone down 21.2% this year.FAANG summaryHere’s a snapshot of market capitalizations for the FAANG + Microsoft group this year, with data in billions:The FAANG+ Microsoft group lost $1.404 trillion in market value during April and its combined market capitalization has now fallen by $2.214 trillion during 2022.S&P 500 declinersAll sectors of the S&P 500 were down during April, except consumer staples:During April, 79% of the S&P 500 stocks declined, with 144 down at least 10%. Here are the month’s worst 20 performers in the index:","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968189848,"gmtCreate":1669161269284,"gmtModify":1676538159438,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good info.. Market remain volatile.. buy slowly... good luck!","listText":"Good info.. Market remain volatile.. buy slowly... good luck!","text":"Good info.. Market remain volatile.. buy slowly... good luck!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9968189848","repostId":"1125857655","repostType":4,"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581586102966898","authorId":"3581586102966898","name":"JinHan","avatar":"https://community-static.tradeup.com/news/023377e47661ee615bf8b22d4bd036e3","crmLevel":5,"crmLevelSwitch":0},"content":"Long term investor shouldnt be bothered by short term volatility","text":"Long term investor shouldnt be bothered by short term volatility","html":"Long term investor shouldnt be bothered by short term volatility"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071905590,"gmtCreate":1657443451110,"gmtModify":1676536008660,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Short term volatility is expected,,, if you have high conviction for long .. accumulate when you can afford.. good luck!! Thanks&nbsp;","listText":"Short term volatility is expected,,, if you have high conviction for long .. accumulate when you can afford.. good luck!! Thanks&nbsp;","text":"Short term volatility is expected,,, if you have high conviction for long .. accumulate when you can afford.. good luck!! Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071905590","repostId":"1106047228","repostType":4,"repost":{"id":"1106047228","pubTimestamp":1657425768,"share":"https://www.laohu8.com/m/news/1106047228?lang=&edition=full","pubTime":"2022-07-10 12:02","market":"us","language":"en","title":"Apple Should Beat June Quarter Expectations but Guide for September Could Disappoint, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1106047228","media":"TipRanks","summary":"It’s that time again. Wall Street’s quarterly earnings show is getting underway and before the month","content":"<div>\n<p>It’s that time again. Wall Street’s quarterly earnings show is getting underway and before the month is out, Apple (AAPL)is expected deliver its fiscal third quarter report (June quarter, scheduled ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-should-beat-june-quarter-expectations-but-guide-for-september-could-disappoint-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Should Beat June Quarter Expectations but Guide for September Could Disappoint, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Should Beat June Quarter Expectations but Guide for September Could Disappoint, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-should-beat-june-quarter-expectations-but-guide-for-september-could-disappoint-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s that time again. Wall Street’s quarterly earnings show is getting underway and before the month is out, Apple (AAPL)is expected deliver its fiscal third quarter report (June quarter, scheduled ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-should-beat-june-quarter-expectations-but-guide-for-september-could-disappoint-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-should-beat-june-quarter-expectations-but-guide-for-september-could-disappoint-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106047228","content_text":"It’s that time again. Wall Street’s quarterly earnings show is getting underway and before the month is out, Apple (AAPL)is expected deliver its fiscal third quarter report (June quarter, scheduled for July 28).While investor concerns mostly center on the effect of high inflation and iPhone demand, Evercore’s Amit Daryanani believes that despite data points skewing to the negative –  these include weak Chinese smartphone data (-9%), App Store growth slowing down to ~4%, and companies such as Micron noting “weakness” in smartphone/PC demand – AAPL has provided a conservative enough guide which will allow for another beat (although possibly a more modest one compared to prior ones) in the June quarter.The Street is looking for ~1.4% growth, a display Daryanani believes should not be difficult to meet. While Apple did not give revenue guidance for the quarter, the company did suggest the quarter’s growth rate would have mirrored the March quarter (+9%), if not for several headwinds including an FX hit to the tune of 300bps, 150bps from Russia, and $4-$8 billion in supply constraints.However, the analyst notes that Apple has “tended to overestimate supply headwinds over the past few quarters,” and therefore believes it is possible the supply and FX issues are “less severe than Apple assumed.”That said, all eyes will be on the September quarter guide and here Daryanani is not quite so confident. Due to the “challenging f/x environment and evolving macro situation,” Daryanani thinks there’s potential for the September quarter guide to “qualitatively be below current expectations.”As such, while the analyst has made no changes to the June quarter forecast, the September quarter estimates are lowered to revenue/EPS of $88 billion/$1.28, respectively. Both are below Street expectations, which stand at $90.3 billion/$1.32.“Net/net,” Daryanani summed up, “we are relatively neutral this quarter as we think Apple is contending with numerous headwinds, but these risks should be adequately understood and reflected in expectations.”To this end, Daryanani maintains an Outperform (i.e., Buy) rating along with a $180 price target. The implication for investors? Upside of 22% from current levels.28 analysts have posted AAPL reviews during the past 3 months, which break down as 22 to 6 in favor of Buys over Holds, and all coalesce to a Strong Buy consensus view. Given the average price target clocks in at $185.05, the shares are expected to appreciate ~26% over the next 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921080627,"gmtCreate":1670938469070,"gmtModify":1676538462715,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Beware of bear market bull run!!","listText":"Beware of bear market bull run!!","text":"Beware of bear market bull run!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921080627","repostId":"1132954658","repostType":4,"repost":{"id":"1132954658","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":1670938656,"share":"https://www.laohu8.com/m/news/1132954658?lang=&edition=full","pubTime":"2022-12-13 21:37","market":"us","language":"en","title":"U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1132954658","media":"Tiger Newspress","summary":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gri","content":"<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</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. Consumer Prices Rose 7.1% in November,  Less Than Expected</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. Consumer Prices Rose 7.1% in November,  Less Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</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":"1132954658","content_text":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","name":"JP24","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"Everyone was shorting before the CPI.. now massive shorts covering. Probably time for bulls to cash out some profit and wait for tmr's Powell's speech.","text":"Everyone was shorting before the CPI.. now massive shorts covering. Probably time for bulls to cash out some profit and wait for tmr's Powell's speech.","html":"Everyone was shorting before the CPI.. now massive shorts covering. Probably time for bulls to cash out some profit and wait for tmr's Powell's speech."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985090566,"gmtCreate":1667264936656,"gmtModify":1676537887199,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good support.. Apple!","listText":"Good support.. Apple!","text":"Good support.. Apple!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985090566","repostId":"1180963465","repostType":4,"repost":{"id":"1180963465","pubTimestamp":1667262471,"share":"https://www.laohu8.com/m/news/1180963465?lang=&edition=full","pubTime":"2022-11-01 08:27","market":"us","language":"en","title":"Apple and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1180963465","media":"MarketWatch","summary":"The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings re","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/4062ea999ad9a74269b4289fac8b8890\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/>The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more than $700 billion to close out last week.</p><p>Apple finished Friday’s trading session with a<b> $2.48 trillion valuation</b>, while Microsoft ended the week with a <b>$1.76 trillion valuation</b>. The $719.24 billion spread between those two market caps was the widest record and nearly as much as Tesla Inc.’s entire market cap of<b> $721.61 billion</b>, according to Dow Jones Market Data.</p><p>The spread has narrowed a bit with Monday morning’s trading action, as Apple shares are off 1.8% and Microsoft shares are down 1.5%. Apple’s market value is now $698.40 billion larger than Microsoft’s, with that spread again similar to Tesla’s  current valuation.</p><p>While Apple shares rallied 7.6% in Friday trading after the company posted a large revenue beat in its Mac segment and indicated that iPhone demand was strong despite supply challenges, Microsoft shares lost 7.7% Wednesday as the company’s most recent earnings report fueled concerns about cloud growth.</p><p>Combined, Apple’s and Microsoft’s market caps made up 42% of the market cap of all Dow Jones Industrial Average components as of Friday’s close.</p><p>Apple’s price-to-earnings ratio on a next-12-months basis is also higher than Microsoft’s in a somewhat rare occurrence. While the smartphone giant’s forward P/E has been higher than Microsoft’s during several days in September and October, it hadn’t been above Microsoft’s before those instances since January 2021, per Dow Jones Market Data, based on FactSet data.</p><p>Apple had a 24.48 P/E ahead of Monday’s open, while Microsoft’s was 23.25.</p><p>Shares of both names remain down on the year, however, with Microsoft’s stock off 31% over the course of 2022 and Apple’s off 14%. Together, Apple, Microsoft, Alphabet Inc., Amazon.com Inc., and Meta Platforms Inc. have shed $3 trillion in market value so far this year.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation</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 and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180963465","content_text":"The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more than $700 billion to close out last week.Apple finished Friday’s trading session with a $2.48 trillion valuation, while Microsoft ended the week with a $1.76 trillion valuation. The $719.24 billion spread between those two market caps was the widest record and nearly as much as Tesla Inc.’s entire market cap of $721.61 billion, according to Dow Jones Market Data.The spread has narrowed a bit with Monday morning’s trading action, as Apple shares are off 1.8% and Microsoft shares are down 1.5%. Apple’s market value is now $698.40 billion larger than Microsoft’s, with that spread again similar to Tesla’s  current valuation.While Apple shares rallied 7.6% in Friday trading after the company posted a large revenue beat in its Mac segment and indicated that iPhone demand was strong despite supply challenges, Microsoft shares lost 7.7% Wednesday as the company’s most recent earnings report fueled concerns about cloud growth.Combined, Apple’s and Microsoft’s market caps made up 42% of the market cap of all Dow Jones Industrial Average components as of Friday’s close.Apple’s price-to-earnings ratio on a next-12-months basis is also higher than Microsoft’s in a somewhat rare occurrence. While the smartphone giant’s forward P/E has been higher than Microsoft’s during several days in September and October, it hadn’t been above Microsoft’s before those instances since January 2021, per Dow Jones Market Data, based on FactSet data.Apple had a 24.48 P/E ahead of Monday’s open, while Microsoft’s was 23.25.Shares of both names remain down on the year, however, with Microsoft’s stock off 31% over the course of 2022 and Apple’s off 14%. Together, Apple, Microsoft, Alphabet Inc., Amazon.com Inc., and Meta Platforms Inc. have shed $3 trillion in market value so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022490397,"gmtCreate":1653563174919,"gmtModify":1676535304314,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Something good, hope can sustained&nbsp;","listText":"Something good, hope can sustained&nbsp;","text":"Something good, hope can sustained","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022490397","repostId":"1130299206","repostType":4,"repost":{"id":"1130299206","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":1653566631,"share":"https://www.laohu8.com/m/news/1130299206?lang=&edition=full","pubTime":"2022-05-26 20:03","market":"us","language":"en","title":"Alibaba Beats Estimates for Quarterly Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1130299206","media":"Reuters","summary":"China's Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, p","content":"<html><head></head><body><p>China&#39;s Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, powered by demand for its ecommerce and cloud services as lockdowns in the country&#39;s biggest cities forced offices to shift to remote work.</p><p>Alibaba shares jumped in trading Thursday.</p><p>The e-commerce giant&#39;s strong results come as Beijing extends support to its tech companies to avoid a hit from new COVID-19 outbreaks.</p><p>Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.</p><p>Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.</p><p>Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.</p><p>Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Beats Estimates for Quarterly Revenue</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Beats Estimates for Quarterly Revenue\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\">2022-05-26 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>China&#39;s Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, powered by demand for its ecommerce and cloud services as lockdowns in the country&#39;s biggest cities forced offices to shift to remote work.</p><p>Alibaba shares jumped in trading Thursday.</p><p>The e-commerce giant&#39;s strong results come as Beijing extends support to its tech companies to avoid a hit from new COVID-19 outbreaks.</p><p>Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.</p><p>Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.</p><p>Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.</p><p>Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130299206","content_text":"China's Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, powered by demand for its ecommerce and cloud services as lockdowns in the country's biggest cities forced offices to shift to remote work.Alibaba shares jumped in trading Thursday.The e-commerce giant's strong results come as Beijing extends support to its tech companies to avoid a hit from new COVID-19 outbreaks.Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980454637,"gmtCreate":1665800972430,"gmtModify":1676537666811,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Lower Low... buy carefully DUN have&nbsp; to go all in.. good time to buy anyway..","listText":"Lower Low... buy carefully DUN have&nbsp; to go all in.. good time to buy anyway..","text":"Lower Low... buy carefully DUN have to go all in.. good time to buy anyway..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980454637","repostId":"2275952060","repostType":4,"repost":{"id":"2275952060","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":1665788512,"share":"https://www.laohu8.com/m/news/2275952060?lang=&edition=full","pubTime":"2022-10-15 07:01","market":"us","language":"en","title":"US STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry","url":"https://stock-news.laohu8.com/highlight/detail?id=2275952060","media":"Reuters","summary":"* JPM reports higher-than-expected Q3 profit* S&P 500, Nasdaq post weekly declines* U.S. consumer se","content":"<html><head></head><body><p>* JPM reports higher-than-expected Q3 profit</p><p>* S&amp;P 500, Nasdaq post weekly declines</p><p>* U.S. consumer sentiment edges up October; inflation ests. worsen</p><p>* Dow down 1.34%, S&amp;P 500 down 2.37%, Nasdaq down 3.08%</p><p>NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve&#39;s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.</p><p>In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.</p><p>&#34;The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>&#34;The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.&#34;</p><p>On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.</p><p>Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued &#34;frontloading&#34; through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank&#39;s most recent projections.</p><p>The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&amp;P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.</p><p>Friday&#39;s decline marked the 37th time the S&amp;P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&amp;P 500 lost 1.56% and the Nasdaq fell 3.11%.</p><p>Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase &amp; Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo &amp; Co, up 1.86%, boosted the shares of each.</p><p>&#34;The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.</p><p>Analysts now expect third-quarter profits for S&amp;P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.</p><p>Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.</p><p>Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.</p><p>Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry</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-Wall St Drops As Consumer Data Stokes Inflation Worry\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\">2022-10-15 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* JPM reports higher-than-expected Q3 profit</p><p>* S&amp;P 500, Nasdaq post weekly declines</p><p>* U.S. consumer sentiment edges up October; inflation ests. worsen</p><p>* Dow down 1.34%, S&amp;P 500 down 2.37%, Nasdaq down 3.08%</p><p>NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve&#39;s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.</p><p>In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.</p><p>&#34;The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>&#34;The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.&#34;</p><p>On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.</p><p>Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued &#34;frontloading&#34; through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank&#39;s most recent projections.</p><p>The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&amp;P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.</p><p>Friday&#39;s decline marked the 37th time the S&amp;P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&amp;P 500 lost 1.56% and the Nasdaq fell 3.11%.</p><p>Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase &amp; Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo &amp; Co, up 1.86%, boosted the shares of each.</p><p>&#34;The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.</p><p>Analysts now expect third-quarter profits for S&amp;P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.</p><p>Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.</p><p>Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.</p><p>Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","KR":"克罗格","UNH":"联合健康","WFC":"富国银行",".SPX":"S&P 500 Index","JPM":"摩根大通","C":"花旗","TSLA":"特斯拉",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275952060","content_text":"* JPM reports higher-than-expected Q3 profit* S&P 500, Nasdaq post weekly declines* U.S. consumer sentiment edges up October; inflation ests. worsen* Dow down 1.34%, S&P 500 down 2.37%, Nasdaq down 3.08%NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve's aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.\"The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,\" said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.\"The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.\"On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued \"frontloading\" through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank's most recent projections.The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.Friday's decline marked the 37th time the S&P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&P 500 lost 1.56% and the Nasdaq fell 3.11%.Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase & Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo & Co, up 1.86%, boosted the shares of each.\"The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,\" said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.Analysts now expect third-quarter profits for S&P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.The S&P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099846047,"gmtCreate":1643334902710,"gmtModify":1676533806982,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Well done Apple team!","listText":"Well done Apple team!","text":"Well done Apple team!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099846047","repostId":"1122320524","repostType":4,"repost":{"id":"1122320524","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":1643321766,"share":"https://www.laohu8.com/m/news/1122320524?lang=&edition=full","pubTime":"2022-01-28 06:16","market":"us","language":"en","title":"Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases","url":"https://stock-news.laohu8.com/highlight/detail?id=1122320524","media":"Reuters","summary":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iP","content":"<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases</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 Sales and Profit Top Estimates as Hit from Chip Shortages Eases\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\">2022-01-28 06:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122320524","content_text":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.\"They've navigated the supply chain better than everybody, and it's showing in the results,\" said Ryan Reith, who studies the smartphone market for industry tracker IDC.Demand during the holiday quarter outstripped supply in line with Apple's expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.\"The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It's difficult for us to predict, so we try to focus on the short term,\" he said.With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.Apple's smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.The company's overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts' average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts' expectations of $31 billion and $1.89 per share.The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company's segments, including computers, accessories and tablets.Apple's services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts' estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company's five-year average of 20 times expected earnings, according to Refinitiv.Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple's in-app payment system.Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.\"Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,\" said Neil Shah of Counterpoint Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006100199,"gmtCreate":1641620948855,"gmtModify":1676533635681,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Competition will drive to company to move further. Follow the progress of the company development closely . All looks good.","listText":"Competition will drive to company to move further. Follow the progress of the company development closely . All looks good.","text":"Competition will drive to company to move further. Follow the progress of the company development closely . All looks good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006100199","repostId":"2201214004","repostType":4,"repost":{"id":"2201214004","pubTimestamp":1641604837,"share":"https://www.laohu8.com/m/news/2201214004?lang=&edition=full","pubTime":"2022-01-08 09:20","market":"us","language":"en","title":"Want to Get Richer? 2 Top Growth Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2201214004","media":"Motley Fool","summary":"As tempting as it may be, strategies built on market timing rarely work.","content":"<html><head></head><body><p>Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the <b>New York Stock Exchange</b> has trended downward over the last several decades, and it dropped below six months in June 2020.</p><p>So what? History tells us that whether the market is up or down in any given year is essentially a coin toss. In other words, if you&#39;re dipping in and out of stocks, you&#39;re not investing -- you&#39;re gambling. And there&#39;s nothing wrong with gambling, but if you&#39;re looking to build life-changing wealth, you&#39;re better off taking a buy-and-hold approach. A long-term mindset helps you avoid short-term volatility and it gives your investment theses time to play out.</p><p>Two stocks that could benefit an investor using a buy-and-hold approach are <b>Tesla</b> (NASDAQ:TSLA) and <b>Zscaler</b> (NASDAQ:ZS). Each has great potential to make you richer in the long run. Here&#39;s what you should know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7755ea2b8be302b03c4454fb738f44\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. Tesla</h2><p>CEO Elon Musk has often said manufacturing efficiency would be Tesla&#39;s long-term advantage, and the company is making good on that notion. Its theoretical annual production capacity now exceeds 1 million electric vehicles (EVs), and despite headwinds created by chip shortages, Tesla delivered over 936,000 vehicles in 2021, up 87% from the prior year.</p><p>More importantly, as production capacity has scaled in both the U.S. and China, Tesla&#39;s cost per vehicle has fallen, dropping 55% between 2017 and the first quarter of 2021. That efficiency is due in part to Tesla&#39;s 2170 battery cell, a technology that Musk has called &#34;the highest energy density cell in the world, and also the cheapest.&#34; To that end, Tesla pays an estimated $187 per kilowatt-hour (kWh) for its battery packs -- the most expensive part of an EV. That&#39;s 24% lower than the industry average and 10% lower than the next-closest competitor.</p><p>Additionally, through November 2021, Tesla held 13.7% market share in terms of EV sales, easily besting the second-place EV manufacturer <b>BYD</b>, which captured 9% market share. Collectively, the company&#39;s improving efficiency and its dominant position have translated into impressive financial results on both the top and bottom lines.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q3 2019</p></th><th><p>Q3 2021</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$24.4 million</p></td><td width=\"156\"><p>$46.9 billion</p></td><td width=\"156\"><p>39%</p></td></tr><tr><td width=\"156\"><p>Free cash flow (TTM)</p></td><td width=\"156\"><p>$873 million</p></td><td width=\"156\"><p>$2.6 billion</p></td><td width=\"156\"><p>71%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.</p><p>Despite Tesla&#39;s past success, I think the company&#39;s best days are yet to come. Production of the Tesla Semi (a semi-tractor trailer) is slated to start in 2022, and the trucking industry is ripe for disruption. The company also plans to integrate its new 4680 battery cell into vehicles this year, a technology that should reinforce its current cost advantages. Specifically, management believes the 4680 battery cell will cut the cost per kWh by 56% and boost EV range by 54%.</p><p>Further down the road, Tesla aims to launch an autonomous ride-hailing service, a market that ARK Invest analysts value at $1.2 trillion by 2030. While Tesla&#39;s full self-driving software is still in the works, Musk has hinted that the company would have a fully autonomous $25,000 EV in late 2023 or 2024. But even if Tesla misses that target, the company still appears to have a big head start in the race to build a self-driving car. That&#39;s why I plan to hold this stock forever.</p><h2>2. Zscaler</h2><p>Zscaler specializes in cybersecurity. Its cloud platform, the Zero Trust Exchange, is spread across 150 data centers, creating a global network that is fast, safe, and reliable. This distributed architecture, known as a secure access service edge (SASE), allows clients to access corporate resources from any device or location, while also eliminating the IT burden of buying and managing on-site hardware. In short, Zscaler is the new corporate network.</p><p>Specifically, Zscaler Private Access (ZPA) safeguards internally managed resources, like software hosted in a private data center; and Zscaler Internet Access (ZIA) offers the same protection for externally managed resources, such as applications hosted in the public cloud. More recently, the company expanded its offering with Zscaler Digital <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> (ZDX), an infrastructure performance monitoring solution, and Zscaler Cloud Protection (ZCP), a suite of tools that allows clients to secure cloud workloads.</p><p>Collectively, those products fuel digital transformation, keeping corporate networks secure no matter whether the information is stored on-site or in the cloud, nor whether it&#39;s accessed by employees in the office or those working remotely. To that end, research firm <b>Gartner</b> believes 60% of enterprises will have plans in place to adopt SASE networks by 2025, up from just 10% in 2020.</p><p>More importantly, Gartner has recognized Zscaler as the industry leader for 10 consecutive years, and that advantage has been a powerful growth driver for this cybersecurity company.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q1 2020</p></th><th><p>Q1 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$333.1 million</p></td><td width=\"156\"><p>$761.0 million</p></td><td width=\"156\"><p>51%</p></td></tr><tr><td width=\"156\"><p>Free cash flow (TTM)</p></td><td width=\"156\"><p>$33.5 million</p></td><td width=\"156\"><p>$184.9 million</p></td><td width=\"156\"><p>135%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate. Note: Q1 2022 ended Oct. 31, 2021.</p><p>Going forward, Zscaler has plenty of room to grow its business. The company currently serves 5,600 clients, comprising 26 million paid seats. But management puts the near-term opportunity at 335 million seats, which brings the company&#39;s addressable market to $72 billion. However, Zscaler could extend its services to smaller businesses (fewer than 2,000 employees), which would push its opportunity above 600 million seats.</p><p>More broadly, as the best-in-class network security solution, the company should see strong demand in the coming years as more enterprises seek to protect their sensitive data. That&#39;s why this growth stock looks like a smart buy for long-term investors.</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>Want to Get Richer? 2 Top Growth Stocks to Buy and Hold</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\">\nWant to Get Richer? 2 Top Growth Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-08 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the New ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1117":"系统软件","BK1511":"疑似财技股","TSLA":"特斯拉","ZS":"Zscaler Inc."},"source_url":"https://www.fool.com/investing/2022/01/07/want-get-richer-top-growth-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201214004","content_text":"Warren Buffett once said that his favorite stock holding period is forever. Despite that advice, many investors tend to buy and sell quickly. In fact, the average holding period for shares on the New York Stock Exchange has trended downward over the last several decades, and it dropped below six months in June 2020.So what? History tells us that whether the market is up or down in any given year is essentially a coin toss. In other words, if you're dipping in and out of stocks, you're not investing -- you're gambling. And there's nothing wrong with gambling, but if you're looking to build life-changing wealth, you're better off taking a buy-and-hold approach. A long-term mindset helps you avoid short-term volatility and it gives your investment theses time to play out.Two stocks that could benefit an investor using a buy-and-hold approach are Tesla (NASDAQ:TSLA) and Zscaler (NASDAQ:ZS). Each has great potential to make you richer in the long run. Here's what you should know.Image source: Getty Images.1. TeslaCEO Elon Musk has often said manufacturing efficiency would be Tesla's long-term advantage, and the company is making good on that notion. Its theoretical annual production capacity now exceeds 1 million electric vehicles (EVs), and despite headwinds created by chip shortages, Tesla delivered over 936,000 vehicles in 2021, up 87% from the prior year.More importantly, as production capacity has scaled in both the U.S. and China, Tesla's cost per vehicle has fallen, dropping 55% between 2017 and the first quarter of 2021. That efficiency is due in part to Tesla's 2170 battery cell, a technology that Musk has called \"the highest energy density cell in the world, and also the cheapest.\" To that end, Tesla pays an estimated $187 per kilowatt-hour (kWh) for its battery packs -- the most expensive part of an EV. That's 24% lower than the industry average and 10% lower than the next-closest competitor.Additionally, through November 2021, Tesla held 13.7% market share in terms of EV sales, easily besting the second-place EV manufacturer BYD, which captured 9% market share. Collectively, the company's improving efficiency and its dominant position have translated into impressive financial results on both the top and bottom lines.MetricQ3 2019Q3 2021CAGRRevenue (TTM)$24.4 million$46.9 billion39%Free cash flow (TTM)$873 million$2.6 billion71%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Despite Tesla's past success, I think the company's best days are yet to come. Production of the Tesla Semi (a semi-tractor trailer) is slated to start in 2022, and the trucking industry is ripe for disruption. The company also plans to integrate its new 4680 battery cell into vehicles this year, a technology that should reinforce its current cost advantages. Specifically, management believes the 4680 battery cell will cut the cost per kWh by 56% and boost EV range by 54%.Further down the road, Tesla aims to launch an autonomous ride-hailing service, a market that ARK Invest analysts value at $1.2 trillion by 2030. While Tesla's full self-driving software is still in the works, Musk has hinted that the company would have a fully autonomous $25,000 EV in late 2023 or 2024. But even if Tesla misses that target, the company still appears to have a big head start in the race to build a self-driving car. That's why I plan to hold this stock forever.2. ZscalerZscaler specializes in cybersecurity. Its cloud platform, the Zero Trust Exchange, is spread across 150 data centers, creating a global network that is fast, safe, and reliable. This distributed architecture, known as a secure access service edge (SASE), allows clients to access corporate resources from any device or location, while also eliminating the IT burden of buying and managing on-site hardware. In short, Zscaler is the new corporate network.Specifically, Zscaler Private Access (ZPA) safeguards internally managed resources, like software hosted in a private data center; and Zscaler Internet Access (ZIA) offers the same protection for externally managed resources, such as applications hosted in the public cloud. More recently, the company expanded its offering with Zscaler Digital Experience (ZDX), an infrastructure performance monitoring solution, and Zscaler Cloud Protection (ZCP), a suite of tools that allows clients to secure cloud workloads.Collectively, those products fuel digital transformation, keeping corporate networks secure no matter whether the information is stored on-site or in the cloud, nor whether it's accessed by employees in the office or those working remotely. To that end, research firm Gartner believes 60% of enterprises will have plans in place to adopt SASE networks by 2025, up from just 10% in 2020.More importantly, Gartner has recognized Zscaler as the industry leader for 10 consecutive years, and that advantage has been a powerful growth driver for this cybersecurity company.MetricQ1 2020Q1 2022CAGRRevenue (TTM)$333.1 million$761.0 million51%Free cash flow (TTM)$33.5 million$184.9 million135%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate. Note: Q1 2022 ended Oct. 31, 2021.Going forward, Zscaler has plenty of room to grow its business. The company currently serves 5,600 clients, comprising 26 million paid seats. But management puts the near-term opportunity at 335 million seats, which brings the company's addressable market to $72 billion. However, Zscaler could extend its services to smaller businesses (fewer than 2,000 employees), which would push its opportunity above 600 million seats.More broadly, as the best-in-class network security solution, the company should see strong demand in the coming years as more enterprises seek to protect their sensitive data. That's why this growth stock looks like a smart buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053903491,"gmtCreate":1654472992513,"gmtModify":1676535451412,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Exciting news is coming!","listText":"Exciting news is coming!","text":"Exciting news is coming!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053903491","repostId":"2240756120","repostType":4,"repost":{"id":"2240756120","pubTimestamp":1654472548,"share":"https://www.laohu8.com/m/news/2240756120?lang=&edition=full","pubTime":"2022-06-06 07:42","market":"us","language":"en","title":"Apple’s WWDC 2022 Event: Here’s What to Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2240756120","media":"Yahoo Finance","summary":"Apple’s (AAPL) WWDC developers conference, arguably its biggest event of the year, kicks off Monday,","content":"<html><head></head><body><p>Apple’s (AAPL) WWDC developers conference, arguably its biggest event of the year, kicks off Monday, and it’s expected to bring a slew of changes to the software that powers each of the tech giant’s devices.</p><p>We’re talking updates to Apple’s iOS, iPadOS, watchOS, and perhaps, the debut of the company’s long-rumored realityOS for VR and AR headsets.</p><p>So to that end, here’s why you should pay attention to Apple’s WWDC.</p><h2><b>Apple’s AR/VR software and headset</b></h2><p>The most anticipated and perhaps most up-in-the-air announcement at WWDC is the debut of Apple’s realityOS and accompanying headset.</p><p>Apple has reportedly been working on the software powering its AR/VR headset for years, and with competitors like Meta already in the market, Apple could finally give us a look at what it has up its sleeves when it comes to its AR/VR plans.</p><h2><b>Updates for you iPhone and iPad</b></h2><p>Yep, your iPhone is getting an updated look thanks to some big changes coming via iOS 16. According to Bloomberg’s Mark Gurman, who seemingly lives in the walls of Tim Cook’s office, iOS 16 will feature upgrades to the iPhone’s lock screen and new widgets.</p><p>Android phones have offered similar features for some time, so it’s not exactly a new capability, but iPhone owners tired of having to unlock their devices to check out their latest notifications or look up the weather will likely enjoy it. That said, the lock screen update may only be something available to iPhone 14 users.</p><p>Gurman also points to improvements to iOS’s Messages app, including more social media-style updates, as well as changes to the systems’ notifications.</p><p><img src=\"https://static.tigerbbs.com/f5fdbbf7bf2ac89ca7dd14ac79c64797\" tg-width=\"5278\" tg-height=\"3500\" referrerpolicy=\"no-referrer\"/>CEO Tim Cook speaks at an Apple event at their headquarters in Cupertino, California, U.S. September 10, 2019. REUTERS/Stephen LamStephen Lam / Reuters</p><p>Back in January, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> user @LeaksApplePro showed off some of the larger widgets that Apple will bring to the iPhone with iOS 16, and they certainly look like they’ll be rather useful, allowing users to access multiple app features at once including changing music and using the camera flash as a light..</p><p>Apple’s iPadOS 16 is also said to get new multitasking capabilities that could make the iPad even more of a laptop competitor. It’s still not as useful as using a full-on MacBook in certain situations, and it’s unlikely Apple will ever bring the two into direct competition, so don’t expect to be able to open and move around a multitude of different app windows.</p><h2><b>The Apple Watch may get better battery life</b></h2><p>The Apple Watch is the world’s best-selling smartwatch, and for good reason. It marries a stellar design with fitness tracking and messaging capabilities. Apple is expected to show off its latest version of the software that powers the watch, watchOS 9, during WWDC with the hope that it will improve the wearable’s battery life.</p><p>According to Gurman, watchOS 9 should include a new low-power mode, which sounds like it’s different than the Apple Watch’s current Power Reserve mode, which turns off all of the watch’s features except for the time.</p><p>As usual, Apple is likely to add new workouts to the watch, as well as new watch faces. There’s also a chance that the company will improve its Health app for the Apple Watch and iPhone. That could introduce a medication management tool as well as better women’s health features.</p><h2><b>The M2 chip and new MacBook Air</b></h2><p>Apple’s M1 chip has been a smash hit for the company providing exceptional power and battery performance in a single package. As a result, the chips have found their way into a slew of Apple devices ranging from MacBooks to Macs and iPads.</p><p>Now, according to Gurman, Apple is preparing to launch its next generation chip: the M2. Expect to see Apple show off the chip’s performance gains over the M1, not to mention how it compares to rivals from the likes of Intel and <a href=\"https://laohu8.com/S/AMD\">AMD</a>.</p><p>What’s more, Apple could debut a new MacBook Air alongside the M2 as the first of its computers to get the chip. Apple’s latest MacBook Air with the M1 chip offered far better battery life than its Intel-powered predecessor, and it only follows that an M2-powered Air will <a href=\"https://laohu8.com/S/AONE.U\">one</a> up that.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s WWDC 2022 Event: 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s WWDC 2022 Event: Here’s What to Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apples-wwdc-2022-event-heres-what-to-expect-142246974.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s (AAPL) WWDC developers conference, arguably its biggest event of the year, kicks off Monday, and it’s expected to bring a slew of changes to the software that powers each of the tech giant’s ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apples-wwdc-2022-event-heres-what-to-expect-142246974.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实"},"source_url":"https://finance.yahoo.com/news/apples-wwdc-2022-event-heres-what-to-expect-142246974.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2240756120","content_text":"Apple’s (AAPL) WWDC developers conference, arguably its biggest event of the year, kicks off Monday, and it’s expected to bring a slew of changes to the software that powers each of the tech giant’s devices.We’re talking updates to Apple’s iOS, iPadOS, watchOS, and perhaps, the debut of the company’s long-rumored realityOS for VR and AR headsets.So to that end, here’s why you should pay attention to Apple’s WWDC.Apple’s AR/VR software and headsetThe most anticipated and perhaps most up-in-the-air announcement at WWDC is the debut of Apple’s realityOS and accompanying headset.Apple has reportedly been working on the software powering its AR/VR headset for years, and with competitors like Meta already in the market, Apple could finally give us a look at what it has up its sleeves when it comes to its AR/VR plans.Updates for you iPhone and iPadYep, your iPhone is getting an updated look thanks to some big changes coming via iOS 16. According to Bloomberg’s Mark Gurman, who seemingly lives in the walls of Tim Cook’s office, iOS 16 will feature upgrades to the iPhone’s lock screen and new widgets.Android phones have offered similar features for some time, so it’s not exactly a new capability, but iPhone owners tired of having to unlock their devices to check out their latest notifications or look up the weather will likely enjoy it. That said, the lock screen update may only be something available to iPhone 14 users.Gurman also points to improvements to iOS’s Messages app, including more social media-style updates, as well as changes to the systems’ notifications.CEO Tim Cook speaks at an Apple event at their headquarters in Cupertino, California, U.S. September 10, 2019. REUTERS/Stephen LamStephen Lam / ReutersBack in January, Twitter user @LeaksApplePro showed off some of the larger widgets that Apple will bring to the iPhone with iOS 16, and they certainly look like they’ll be rather useful, allowing users to access multiple app features at once including changing music and using the camera flash as a light..Apple’s iPadOS 16 is also said to get new multitasking capabilities that could make the iPad even more of a laptop competitor. It’s still not as useful as using a full-on MacBook in certain situations, and it’s unlikely Apple will ever bring the two into direct competition, so don’t expect to be able to open and move around a multitude of different app windows.The Apple Watch may get better battery lifeThe Apple Watch is the world’s best-selling smartwatch, and for good reason. It marries a stellar design with fitness tracking and messaging capabilities. Apple is expected to show off its latest version of the software that powers the watch, watchOS 9, during WWDC with the hope that it will improve the wearable’s battery life.According to Gurman, watchOS 9 should include a new low-power mode, which sounds like it’s different than the Apple Watch’s current Power Reserve mode, which turns off all of the watch’s features except for the time.As usual, Apple is likely to add new workouts to the watch, as well as new watch faces. There’s also a chance that the company will improve its Health app for the Apple Watch and iPhone. That could introduce a medication management tool as well as better women’s health features.The M2 chip and new MacBook AirApple’s M1 chip has been a smash hit for the company providing exceptional power and battery performance in a single package. As a result, the chips have found their way into a slew of Apple devices ranging from MacBooks to Macs and iPads.Now, according to Gurman, Apple is preparing to launch its next generation chip: the M2. Expect to see Apple show off the chip’s performance gains over the M1, not to mention how it compares to rivals from the likes of Intel and AMD.What’s more, Apple could debut a new MacBook Air alongside the M2 as the first of its computers to get the chip. Apple’s latest MacBook Air with the M1 chip offered far better battery life than its Intel-powered predecessor, and it only follows that an M2-powered Air will one up that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025001478,"gmtCreate":1653603477994,"gmtModify":1676535309874,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good write up, appreciated it very much.!!👍👍","listText":"Good write up, appreciated it very much.!!👍👍","text":"Good write up, appreciated it very much.!!👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025001478","repostId":"2238856736","repostType":4,"repost":{"id":"2238856736","pubTimestamp":1653579019,"share":"https://www.laohu8.com/m/news/2238856736?lang=&edition=full","pubTime":"2022-05-26 23:30","market":"us","language":"en","title":"Bear Market Playbook: Cash, Patience And Vigilance","url":"https://stock-news.laohu8.com/highlight/detail?id=2238856736","media":"MoneyShow","summary":"SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood,","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&amp;P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages.</li><li>The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings.</li><li>As interest rates rise, that number, for the stock market taken as a whole, will fall. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.</li><li>After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caec9c220bfd36f42efd9859baf1d5a2\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Adam Gault/OJO Images via Getty Images By Monty Guild</span></p><p>The damage to stocks is more evident internally than externally. On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&amp;P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages. A lot of pain has already happened.</p><p>There are some external factors at work here, and these may be ushering in some structural changes to global finance and economics. But still, what is happening right now is altogether simpler, and in a way, that’s comforting.</p><p>The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates - the “cost of money” - are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings (that is, the P/E ratio, or price-to-earnings multiple).</p><p>As interest rates rise, that number, for the stock market taken as a whole, will fall. We believe it will fall back towards historical norms; indeed, it already is doing so. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dfb7c5fd7b17a296ba44bd22eca7c5b\" tg-width=\"1168\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 NTM P/E (Author)</span></p><p>The central message to investors is this: what is happening is not outlandish; it is normal and expected. Indeed, it is actually creating opportunities to buy high-quality assets when their prices have declined to sane levels in accord with historical norms and prevailing industry conditions. Many high-quality assets will see their prices decline <i>below</i> those sane levels, presenting particularly appealing opportunities.</p><p>What’s happening is simply the result of a hangover. Extraordinary monetary policy made the financial system flush with liquidity, which was used to bid up stock prices - and in the last stages of this process, all sense of proportion, caution, and historical norms was cast aside.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/820584a96aa27afaa500c78ed0fd92b6\" tg-width=\"1280\" tg-height=\"776\" referrerpolicy=\"no-referrer\"/><span>Money Supply YoY Growth (M2) (Morgan Stanley Research)</span></p><p>Now the punch bowl is being taken away from the party, sirens can be heard faintly in the background, and sobriety is beginning to set in. Note the word <i>beginning.</i> Our firm has an institutional memory of the inflation-driven bear market of the 1970s.</p><p>We believe that a market-level bottom still needs to be found - simply because more pain remains to be inflicted on some industries by rising rates if the Fed is even going to <i>approach</i>making good on its stated intention to deal with inflation. And while inflation is likely peaking now, we believe, as we have said for some time, that it will not return to the pre-pandemic 1-2% norm for many years.</p><p><b>A Bear Market Strategy</b></p><p>Patience is the watch word. The P/E chart above shows the extent to which valuations have already declined. However, it’s important to bear in mind that this is a market-wide chart, concealing wide variation among industries and individual companies about what constitutes an attractive valuation.</p><p>The sharp decline in market-level valuations points out a notable characteristic of contemporary markets: the prominence of passive investing, which now comprises most of market flows, means that in a period of liquidation such as we are now experiencing, good companies will get sold off indiscriminately with bad.</p><p>After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety, and we are already identifying them.</p><p><b>Innovation and Mean-Reversion</b></p><p>The current swoon may be setting up a once-in-a-decade opportunity. We have seen this movie before, and it is not fun to watch - but value is being created. We do not favor moving portfolios totally to cash, because we believe that there will still be tactical opportunities and worthwhile long-term defensible holds even in the midst of a general liquidation. Further, in an inflationary environment, holding cash is in itself risky and costly.</p><p>Reversion to the mean is a reality. We mean no disrespect to ARK Invest and its management when we point out that on a five-year basis, the performance of the ARK Innovation Fund (ARKK), a flagship of the most prominent tech innovators and disruptors, has now fallen below the S&amp;P 500.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa712dc92eeb3f8a56d1e7eb63ef2636\" tg-width=\"1280\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>SPY, ARKK (Morgan Stanley Research)</span></p><p>That chart is itself a perfect visual representation of mean reversion. However, it’s important to remember that the market is not the economy; and the economy is not the current stage of the economic cycle.</p><p>Just as in the dot com bust - perhaps even more so - among the present-day stock market wreckage of decimated innovators, there remain companies that are at the forefront of the technological transformation of the world through networking, digitization, automation, and artificial intelligence.</p><p>Many of these are components of ARK’s funds, and will become new Amazons and Googles in their respective industries - but not before they’ve endured more exile in the wilderness.</p><p>As a quick note on crypto, we have watched the implosion of LUNA (LUNA-USD) and UST (UST-USD) with interest. To us, the takeaway is simple: the wild west days of crypto are ending, and the regulators are coming. As we have said for years, we believe this is a good thing. Regulators aren’t perfect, but they are necessary, and financial history shows the disasters that can unfold in their absence.</p><p><b>Investment implications</b></p><p>Multiple contraction alone on the basis of rising rates suggests a 3800 target for the S&amp;P 500. However, should earnings disappoint or more signs of recession appear, a deeper market-wide decline would likely be in the cards. It is not yet time to sound the “all clear.”</p><p>We could have a choppy or lower market with some rallies and declines until later this year, when the market has had a chance to see how much corporate profits will be impacted by the ongoing inflation, and which industries will be hurt and helped by inflation. It will gradually become clear whether we’re entering a multi-year bear market or simply enduring a deep correction within the market’s many-decade upward trajectory.</p><p>The reason you have to maintain some optimism is that the movement of fear and negative sentiment from <i>high</i> to <i>neutral</i> can see markets rally a lot, long before sentiment is actually bullish. On the positive side, as we have noted, some real bargains are starting to appear and we are refining our buy list of companies that we believe have strong long-term prospects.</p><p>However, the coming bull market, when it emerges, is unlikely to be a QE-driven bull market like what prevailed from 2009 to 2021. Because it will be based more on economic, revenue, and earnings growth, it will be choppier, more volatile, and more company-, sector-, and industry-specific than the previous bull market.</p><p>We believe elements of the commodity complex, such as food and battery minerals, will be attractive. Future growth areas - all under the rubric of “growth at a reasonable price” - will include software, disruptive technologies, semiconductors, fintech and defi, and cybersecurity, among others.</p><p>When investing in innovation, focus on influential, substantive innovations - innovations that most deeply affect standards of living, and are important to further real-world technological and economic progress. In short, not mere novelty items; this is where patience might be required.</p><p>Moving forward, strong margins and balance sheets are likely to draw more attention than they did in an era where investors focused somewhat myopically on revenue growth.</p><p>We believe high inflation in food, clothing, shelter, fuel, and other consumer necessities, combined with wages not keeping pace with inflation, will weaken discretionary consumer spending. Supply chains will remain a point of difficulty and concern, and the process of reshoring and the transition will continue for years.</p></body></html>","source":"lsy1653567943406","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>Bear Market Playbook: Cash, Patience And Vigilance</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\">\nBear Market Playbook: Cash, Patience And Vigilance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063><strong>MoneyShow</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving...</p>\n\n<a href=\"https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238856736","content_text":"SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages.The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings.As interest rates rise, that number, for the stock market taken as a whole, will fall. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety.Adam Gault/OJO Images via Getty Images By Monty GuildThe damage to stocks is more evident internally than externally. On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages. A lot of pain has already happened.There are some external factors at work here, and these may be ushering in some structural changes to global finance and economics. But still, what is happening right now is altogether simpler, and in a way, that’s comforting.The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates - the “cost of money” - are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings (that is, the P/E ratio, or price-to-earnings multiple).As interest rates rise, that number, for the stock market taken as a whole, will fall. We believe it will fall back towards historical norms; indeed, it already is doing so. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.S&P 500 NTM P/E (Author)The central message to investors is this: what is happening is not outlandish; it is normal and expected. Indeed, it is actually creating opportunities to buy high-quality assets when their prices have declined to sane levels in accord with historical norms and prevailing industry conditions. Many high-quality assets will see their prices decline below those sane levels, presenting particularly appealing opportunities.What’s happening is simply the result of a hangover. Extraordinary monetary policy made the financial system flush with liquidity, which was used to bid up stock prices - and in the last stages of this process, all sense of proportion, caution, and historical norms was cast aside.Money Supply YoY Growth (M2) (Morgan Stanley Research)Now the punch bowl is being taken away from the party, sirens can be heard faintly in the background, and sobriety is beginning to set in. Note the word beginning. Our firm has an institutional memory of the inflation-driven bear market of the 1970s.We believe that a market-level bottom still needs to be found - simply because more pain remains to be inflicted on some industries by rising rates if the Fed is even going to approachmaking good on its stated intention to deal with inflation. And while inflation is likely peaking now, we believe, as we have said for some time, that it will not return to the pre-pandemic 1-2% norm for many years.A Bear Market StrategyPatience is the watch word. The P/E chart above shows the extent to which valuations have already declined. However, it’s important to bear in mind that this is a market-wide chart, concealing wide variation among industries and individual companies about what constitutes an attractive valuation.The sharp decline in market-level valuations points out a notable characteristic of contemporary markets: the prominence of passive investing, which now comprises most of market flows, means that in a period of liquidation such as we are now experiencing, good companies will get sold off indiscriminately with bad.After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety, and we are already identifying them.Innovation and Mean-ReversionThe current swoon may be setting up a once-in-a-decade opportunity. We have seen this movie before, and it is not fun to watch - but value is being created. We do not favor moving portfolios totally to cash, because we believe that there will still be tactical opportunities and worthwhile long-term defensible holds even in the midst of a general liquidation. Further, in an inflationary environment, holding cash is in itself risky and costly.Reversion to the mean is a reality. We mean no disrespect to ARK Invest and its management when we point out that on a five-year basis, the performance of the ARK Innovation Fund (ARKK), a flagship of the most prominent tech innovators and disruptors, has now fallen below the S&P 500.SPY, ARKK (Morgan Stanley Research)That chart is itself a perfect visual representation of mean reversion. However, it’s important to remember that the market is not the economy; and the economy is not the current stage of the economic cycle.Just as in the dot com bust - perhaps even more so - among the present-day stock market wreckage of decimated innovators, there remain companies that are at the forefront of the technological transformation of the world through networking, digitization, automation, and artificial intelligence.Many of these are components of ARK’s funds, and will become new Amazons and Googles in their respective industries - but not before they’ve endured more exile in the wilderness.As a quick note on crypto, we have watched the implosion of LUNA (LUNA-USD) and UST (UST-USD) with interest. To us, the takeaway is simple: the wild west days of crypto are ending, and the regulators are coming. As we have said for years, we believe this is a good thing. Regulators aren’t perfect, but they are necessary, and financial history shows the disasters that can unfold in their absence.Investment implicationsMultiple contraction alone on the basis of rising rates suggests a 3800 target for the S&P 500. However, should earnings disappoint or more signs of recession appear, a deeper market-wide decline would likely be in the cards. It is not yet time to sound the “all clear.”We could have a choppy or lower market with some rallies and declines until later this year, when the market has had a chance to see how much corporate profits will be impacted by the ongoing inflation, and which industries will be hurt and helped by inflation. It will gradually become clear whether we’re entering a multi-year bear market or simply enduring a deep correction within the market’s many-decade upward trajectory.The reason you have to maintain some optimism is that the movement of fear and negative sentiment from high to neutral can see markets rally a lot, long before sentiment is actually bullish. On the positive side, as we have noted, some real bargains are starting to appear and we are refining our buy list of companies that we believe have strong long-term prospects.However, the coming bull market, when it emerges, is unlikely to be a QE-driven bull market like what prevailed from 2009 to 2021. Because it will be based more on economic, revenue, and earnings growth, it will be choppier, more volatile, and more company-, sector-, and industry-specific than the previous bull market.We believe elements of the commodity complex, such as food and battery minerals, will be attractive. Future growth areas - all under the rubric of “growth at a reasonable price” - will include software, disruptive technologies, semiconductors, fintech and defi, and cybersecurity, among others.When investing in innovation, focus on influential, substantive innovations - innovations that most deeply affect standards of living, and are important to further real-world technological and economic progress. In short, not mere novelty items; this is where patience might be required.Moving forward, strong margins and balance sheets are likely to draw more attention than they did in an era where investors focused somewhat myopically on revenue growth.We believe high inflation in food, clothing, shelter, fuel, and other consumer necessities, combined with wages not keeping pace with inflation, will weaken discretionary consumer spending. Supply chains will remain a point of difficulty and concern, and the process of reshoring and the transition will continue for years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030929182,"gmtCreate":1645611953114,"gmtModify":1676534045217,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"What Wood see and we didn't 🤔...","listText":"What Wood see and we didn't 🤔...","text":"What Wood see and we didn't 🤔...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030929182","repostId":"1100075934","repostType":2,"repost":{"id":"1100075934","pubTimestamp":1645598764,"share":"https://www.laohu8.com/m/news/1100075934?lang=&edition=full","pubTime":"2022-02-23 14:46","market":"us","language":"en","title":"Cathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1100075934","media":"Benzinga","summary":"Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth ne","content":"<html><head></head><body><p><b>Cathie Wood’s</b> Ark Investment Management sold 11,761,901 shares of <b>Palantir Technologies Inc</b> worth nearly $123.3 million — based on the stock’s Tuesday closing.</p><p>Palantir shares ended Tuesday’s regular session 4.9% lower at $10.48. The <b>Peter Thiel-co-founded</b> company’s shares were mostly unchanged in the after-hours trading.</p><p>Palantir missed earnings estimates earlier in the month for the fourth quarter, following which Wood has been on a dumping spree. On Feb.18, Ark sold 13.5 million shares of Palantir worth an estimated $148.9 million.</p><p>Wood’s latest sale of PLTR shares came on a day when the company announced a partnership with the U.S. Centers for Disease Control and Prevention centered around a fight against COVID-19.</p><p>Ark also purchased 24,366 shares of <b>Tesla Inc</b>, worth $20.02 million, on Tuesday.</p><p>Tesla shares rose 1.15% to $831 in the after-hours trading on Tuesday. The shares ended the regular session 4.1% lower at $821.53.</p><p>The <b>Elon Musk</b>-led automaker is Ark Invest’s largest holding across funds. The market value of shares held by Ark was worth $1.32 billion at Tuesday’s closing.</p><p>Tesla shares fell along with other automotive names on Tuesday as investors weighed in the potential impact of rising Russia-Ukraine tensions.</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>Cathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth nearly $123.3 million — based on the stock’s Tuesday closing.Palantir shares ended Tuesday’s regular ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100075934","content_text":"Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth nearly $123.3 million — based on the stock’s Tuesday closing.Palantir shares ended Tuesday’s regular session 4.9% lower at $10.48. The Peter Thiel-co-founded company’s shares were mostly unchanged in the after-hours trading.Palantir missed earnings estimates earlier in the month for the fourth quarter, following which Wood has been on a dumping spree. On Feb.18, Ark sold 13.5 million shares of Palantir worth an estimated $148.9 million.Wood’s latest sale of PLTR shares came on a day when the company announced a partnership with the U.S. Centers for Disease Control and Prevention centered around a fight against COVID-19.Ark also purchased 24,366 shares of Tesla Inc, worth $20.02 million, on Tuesday.Tesla shares rose 1.15% to $831 in the after-hours trading on Tuesday. The shares ended the regular session 4.1% lower at $821.53.The Elon Musk-led automaker is Ark Invest’s largest holding across funds. The market value of shares held by Ark was worth $1.32 billion at Tuesday’s closing.Tesla shares fell along with other automotive names on Tuesday as investors weighed in the potential impact of rising Russia-Ukraine tensions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985735059,"gmtCreate":1667456842871,"gmtModify":1676537921610,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Agreeable.. may be can go in bit by bit.. IT might to lower.","listText":"Agreeable.. may be can go in bit by bit.. IT might to lower.","text":"Agreeable.. may be can go in bit by bit.. IT might to lower.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985735059","repostId":"1113649059","repostType":4,"repost":{"id":"1113649059","pubTimestamp":1667456462,"share":"https://www.laohu8.com/m/news/1113649059?lang=&edition=full","pubTime":"2022-11-03 14:21","market":"us","language":"en","title":"Meta Platforms: Once In A Lifetime Buying Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113649059","media":"seeking alpha","summary":"SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share decl","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.</li><li>While the company is clearly struggling, the underlying business is still growing, with the number of DAUs increasing and monetization of reels making progress.</li><li>Investors are scared by Zuckerberg&#39;s vision of the Metaverse and the necessary spendings and ignore the underlying, solid business.</li><li>Meta Platforms is deeply undervalued and a great buying opportunity.</li></ul><p><img src=\"https://static.tigerbbs.com/6f02a96342a01b6562b28beddadc0f69\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The pessimism surrounding Meta Platforms, Inc. (NASDAQ:META) is astonishing but certainly not unprecedented. The performance of the stock is reminding of several technology companies during the Dotcom crash and recently several technology companies – including the Chinese counterpart Tencent Holdings (OTCPK:TCEHY,OTCPK:TCTZF) – performed similar. So far, Meta Platforms has lost 75% of its value and turned from a company that was briefly worth above $1 trillion (and among the top companies in the world by market cap) to a $250 billion company ranging only on the 33rdspot on the list of themost valuable companiesin the world.</p><p><img src=\"https://static.tigerbbs.com/149e1f6c0f1b06f4bd721a865db34fac\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>When reading comments – including comments on Seeking Alpha – I seldom see analysis and logic but just expressions of hate for Mark Zuckerberg, using the word “woke” countless times and talking about “Karma.” And while this is obviously no analysis, it is an expression for the sentiment surrounding Meta Platforms. In such a sentiment-driven environment, decisions are often lacking the necessary objectivity to make good investment– which might explain why the stock is trading below $100 and close to the point of maximum pessimism.</p><h2><b>Declining Profitability</b></h2><p>Of course, fundamentals also justify the stock to go lower from its previous all-time highs of $380. And one fundamental problem is the declining profitability for Meta Platforms in the last few quarters. In Q3/22, the company had to report huge declines for the bottom line once again. Diluted earnings per share declined from $3.22 in the same quarter last year to $1.64 this quarter. And when looking at the results for the first nine months, EPS declined from $10.11 in the same timeframe last year to $6.82 this year.</p><p><img src=\"https://static.tigerbbs.com/857f2d072c54ddaffb7f3a2686bbd0fb\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Q3/22 Earnings Release</p><p>When looking for the reasons, we can mention several aspects. Although playing only a small role, interest payments of $88 million had a negative effect (due to the company’s $10 billion in long-term debt). Cost of revenue declined about 1% to $5,716 million, but the operating expenses increased dramatically. General and administrative expenses increased 14.9% year-over-year to $3,384 million, and research and development expenses increased 45.2% YoY to $9,170 million. And the result was operating income cut in half from $10,423 million in Q3/21 to $5,664 million this quarter.</p><h2><b>Top Line Growth Slowing Down</b></h2><p>But not only increased costs had a negative effect. Revenue also declined from $29,010 million in Q3/21 to $27,714 million in Q3/22 – resulting in 4.5% decline YoY. Management was pointing out, that on a constant currency basis revenue increased 2% year-over-year. We can also look at the different regions and different segments and see mixed trends. Dave Wehner gave detailsduring the last earnings call:</p><blockquote>The healthcare and travel verticals were the largest positive contributors to growth in Q3. However, this was offset by continued softness in other verticals, including online commerce, gaming, financial services and CPG. On an advertiser size basis, revenue growth from large advertisers remains challenged, while we have seen more resilience among smaller advertisers. Foreign currency was a significant headwind to advertising revenue growth in all international regions. On a user geography basis, year-over-year ad revenue growth was strongest in Asia-Pacific and rest of world at 6% and 3% respectively, with both regions continuing to benefit meaningfully from strong growth in click-to-messaging ads. North America and Europe declined 3% and 16% respectively.</blockquote><p>And during the last few quarters, growth clearly slowed down – when looking at the TTM numbers, revenue growth declined for four quarters in a row from 42.33% growth in September 2021 to only 5.15% right now.</p><p><img src=\"https://static.tigerbbs.com/a6f1dc184b6d72641ab76558dc000ef3\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms TTM numbers, year-over-year growth(Seeking Alpha)</p><h2><b>Problems, Problems, Problems?</b></h2><p>We should not ignore the problems Meta Platforms is clearly facing. Revenue growth is slowing down and, due to increasing costs (we will get to that), profitability is declining and earnings per share are crumbling. And the stock certainly deserved to decline in value, but a 75% decline was unjustified – especially as Meta Platforms was not so expensive to begin with (even more true when comparing to several other hyped stocks). When looking at the results in more detail, there are signs to be optimistic.</p><p><b><i>Small Signs of Growth</i></b></p><p>First, on a constant currency basis, revenue increased 2% year-over-year. This is still not great, but we should also not ignore the strong U.S. dollar being a headwind – for Meta Platforms as well as most other U.S. companies. And daily active users for the Family of Apps increased from 2.88 billion last quarter to 2.93 billion this quarter, and year-over-year the DAUs increased about 4%. And daily active users for Facebook also increased from 1,930 million in the same quarter last year to 1,984 million this quarter – resulting in 2.8% year-over-year growth.</p><p><img src=\"https://static.tigerbbs.com/99b9c09e1b3a13a76dc14da26b4f091c\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>Of course, these are not impressive growth rates, but the company is still growing which is good news. During the earnings call, Dave Wehner stated:</p><blockquote>So on time spent, we are really pleased with what we’re seeing on engagement. And as Mark mentioned, Reels is incremental to time spent. Specifically, in terms of aggregate time spent on Instagram and Facebook, both are up year-over-year and in both the U.S. and globally.</blockquote><p>And while revenue stagnated, the total number of ad impressions served across the different apps increased 17%, which is a good sign for underlying growth. Growth was especially driven by Asia-Pacific and rest of world. On the other hand, the average price per ad decreased 18%, but the reasons might be temporary – like the shift to Reels.</p><p><b><i>Shift to Reels</i></b></p><p>Another reason for the top-line troubles is the move from Feed and Stories to Reels, as the monetization is still problematic. During the earnings call, Mark Zuckerberg commented:</p><blockquote>Moving to monetization, I’ve discussed in the past how the growth of short-form video creates near-term challenges since Reels doesn’t monetize at the rate of Feed or Stories yet. That means that as Reels grows, we are displacing revenue from higher monetizing surfaces. And I think this is clearly the right thing to do, so Reels can grow with the demand that we are seeing, but closing this gap is also a high priority. Even with the progress we have made, we are still choosing to take a more than $500 million quarterly revenue headwind with this shift, but we expect to get to a more neutral place over the next 10 – sort of 12 to 18 months. I mentioned last quarter that Instagram Reels had crossed a $1 billion annual revenue run-rate. We continue scaling monetization across both Instagram and Facebook and the combined run-rate across these apps is now $3 billion.</blockquote><p>And Reels is growing quickly and at a high pace. According to Zuckerberg, there are more than 140 billion Reels plays across Facebook and Instagram each day, which is a 50% increase from 6 months ago. And although this is not backed up by numbers, Zuckerberg believes that Meta is gaining time spent share on competitors like TikTok.</p><p>And the path for Reels monetization seems similar than the path towards monetization of Feeds or the switch to mobile. The company first had to focus on increasing engagement and growing demand for the products. Monetization efficiency followed in the next step. But Zuckerberg also admits it is hard to predict the monetization efficiency for Reels in advance.</p><p><b><i>New Ways of Monetization</i></b></p><p>Aside from trying to monetize Reels more efficiently, Meta Platforms is also seeing another major monetization opportunity in messaging. During the last earnings call, Mark Zuckerberg explained:</p><blockquote>Beyond Reels, messaging is another major monetization opportunity. Billions of people and millions of businesses use WhatsApp and Messenger everyday and we are confident that we can connect them in ways that create valuable experiences. We started with click-to-messaging ads which lets businesses run ads on Facebook and Instagram that start a thread on Messenger, WhatsApp or Instagram Direct, so they can communicate with customers directly. And this is one of our fastest growing ads products with a $9 billion annual run-rate.</blockquote><p>In theprevious earnings call, the company already pointed out the big potential it sees in messaging. Meta Platforms reported strong double-digit year-over-year growth rates, and these messages are particular popular with small and medium-sized businesses in emerging markets like Brazil and Mexico.</p><h2><b>Scary Metaverse</b></h2><p>In my opinion, investors are mostly scared by Mark Zuckerberg’s plans for the Metaverse and the huge expenses necessary. By focusing on the Metaverse (and seeing it as a huge cash-burning fantasy of a billionaire), they are overlooking that Meta Platforms is still a solid, highly profitable cash cow (yes it is, even when it will struggle for a few quarters). And the vision of the Metaverse is generating uncertainty, and investors don’t like uncertainty.</p><p>And there are reasons to be cautious (or even pessimistic). In the last few weeks, disappointing data about the Metaverse has been reported – aboutusers not returningand fewer than 200k users signing up forthe Horizon World. And when looking at the results for the third quarter of fiscal 2022, revenue for the Reality Labs business segment was only $285 million and 49% lower than in the same quarter last year. And not very surprisingly, the segment had to report an operating loss once again - $3,672 million. And when looking at the last eight quarters, this is the biggest operating loss for the segment so far.</p><p><img src=\"https://static.tigerbbs.com/ef035e590029c005f6cf20a38e2d2cd8\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>What shocked investors in particular was the fact that Meta Platforms won’t cut down on spendings and will continue to rely heavily on its vision of the Metaverse. While total expenses for fiscal 2022 are expected to be in the range of $85 billion to $87 billion, management is anticipating full year 2023 total expenses to be in the range of $96 billion to $101 billion. And management is also anticipating that Reality Labs operating losses will grow significantly year-over-year.</p><p>And the voices are getting louder that Mark Zuckerberg should let go of his vision of the Metaverse and cut spendings to an absolute minimum. But Zuckerberg seems to hold on to his vision, and although he is acknowledging it will take time (several years) and several tries before the right platforms and apps exist, he is optimistic that Meta Platforms is on the right path:</p><blockquote>Work in the metaverse is a big theme for Quest Pro. There are 200 million people who get new PCs every year, mostly for work. And our goal for the Quest Pro line over the next several years is to enable more and more of these people to get their work done in virtual and mixed reality eventually even better than they could on PCs. And to deliver a great work and productivity experience, I am excited about the partnerships that we announced with Microsoft, bringing their suite of productivity and enterprise management services to Quest; Adobe and Autodesk bringing their creative tools; Zoom bringing their communication platform; Accenture building solutions for enterprises and more.</blockquote><h2><b>Takeaway</b></h2><p>In my opinion, we can break this story down in two key messages:</p><ol><li><b>Business Cycle</b>: Meta Platforms is a company undergoing a cyclical low – like several other technology companies – and is therefore reporting low growth rates and is struggling on several fronts. Considering the fact that we are on the eve of a major recession it is not surprising for a business depending on advertisement revenue to report slowing revenue growth. And not only Meta Platforms is struggling – peers like Alphabet (GOOG,GOOGL), Amazon (AMZN), and Tencent are struggling as well.</li><li><b>Investing in the future</b>: Meta Platforms is investing in its huge vision of the metaverse, which is expensive and has a negative impact on the bottom line and the company’s ability to generate free cash flow.</li></ol><p>These two aspects combined create a scenario that looks like Armageddon for Meta Platforms – but it is not. The first problem (the cyclical low) will pass, and revenue growth and profitability will increase again. The second problem (high expenditures) could actually be a huge opportunity for billions and billions in profits in the years to come. And this is even if the scenario that Meta Platforms is failing with its vision of the Metaverse and Facebook and Instagram just returning to normal ways of profitability after the recession is not priced in (the current stock price, at least).</p><p><b>Intrinsic Value Calculation</b></p><p>And as I have mentioned several times in the past, the Metaverse does not have to work out in any way for Meta Platforms to be a bargain. It is not like we are paying any form of premium for Meta Platforms on the hope of billions in profits from the Metaverse. Just returning to previous profitability levels and generating about $40 billion in free cash flow would make the stock worth about $150 (without any growth assumptions).</p><p>And although it sounds absurd right now, Meta Platforms should be able to grow in the mid-to-high single digits in the years to come. Not only have we to assume Meta Platforms being able to grow its top line again. Additionally, Meta Platforms could use share buybacks to grow its bottom line (if all the other growth initiatives won’t work). Last quarter, Meta Platforms spent $7,365 million on share buybacks, which is resulting in $29,460 million on annual share buybacks. At the current depressed stock price, this is enough to repurchase more than 10% of outstanding shares and add 10% growth to the bottom line. Combined with revenue growth, this would lead to double-digit growth for Meta Platforms.</p><p><img src=\"https://static.tigerbbs.com/3a3f2e36a81b7d1cc2906ceb54b94bbb\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta Platforms Q3/22 Presentation</p><p>Free cash flow in the last four quarters was $25,713 million and we are using this amount as basis in our calculation. For fiscal 2023, we assume 0% growth as the company is not so optimistic for the next years and the recession will have a negative impact. For the years from fiscal 2024 going forward (and till perpetuity), we assume only 5% growth. This is resulting in an intrinsic value of $182.69 (assuming 2,687 million outstanding shares and 10% discount rate). When assuming 6% instead, the intrinsic value would be $221.44, and these are still cautious assumptions.</p><h2>Conclusion</h2><p>In past articles I mentioned several times that I don’t like the term “buying opportunity of a lifetime” – especially as it was often used after small corrections implying that a 10% or 20% correction is already generating a deeply undervalued stock. But Meta Platforms is a huge buying opportunity, in my opinion, and the stock could easily double or triple over the next few years as Meta Platforms is trading nowhere close to its intrinsic value. In different calculations (which I did not include in this article), we also get an intrinsic value around $400 for Meta Platforms right now.</p><p>And in the coming quarters, bad news will continue as the recession, which will hit the United States with a highprobability in 2023, will lead to more trouble for Meta Platforms. But at this point, most of the bad news should be priced in, and further bad news should not be a major shock. Over the next few years, you probably won’t regret an investment in Meta Platforms (and for the next few quarters just go to sleep, as we don’t know what will happen).</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>Meta Platforms: Once In A Lifetime Buying Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: Once In A Lifetime Buying Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.While the company is clearly struggling, the underlying business is still growing, with the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://seekingalpha.com/article/4551989-meta-platforms-once-in-a-lifetime-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113649059","content_text":"SummaryMeta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined.While the company is clearly struggling, the underlying business is still growing, with the number of DAUs increasing and monetization of reels making progress.Investors are scared by Zuckerberg's vision of the Metaverse and the necessary spendings and ignore the underlying, solid business.Meta Platforms is deeply undervalued and a great buying opportunity.The pessimism surrounding Meta Platforms, Inc. (NASDAQ:META) is astonishing but certainly not unprecedented. The performance of the stock is reminding of several technology companies during the Dotcom crash and recently several technology companies – including the Chinese counterpart Tencent Holdings (OTCPK:TCEHY,OTCPK:TCTZF) – performed similar. So far, Meta Platforms has lost 75% of its value and turned from a company that was briefly worth above $1 trillion (and among the top companies in the world by market cap) to a $250 billion company ranging only on the 33rdspot on the list of themost valuable companiesin the world.Data byYChartsWhen reading comments – including comments on Seeking Alpha – I seldom see analysis and logic but just expressions of hate for Mark Zuckerberg, using the word “woke” countless times and talking about “Karma.” And while this is obviously no analysis, it is an expression for the sentiment surrounding Meta Platforms. In such a sentiment-driven environment, decisions are often lacking the necessary objectivity to make good investment– which might explain why the stock is trading below $100 and close to the point of maximum pessimism.Declining ProfitabilityOf course, fundamentals also justify the stock to go lower from its previous all-time highs of $380. And one fundamental problem is the declining profitability for Meta Platforms in the last few quarters. In Q3/22, the company had to report huge declines for the bottom line once again. Diluted earnings per share declined from $3.22 in the same quarter last year to $1.64 this quarter. And when looking at the results for the first nine months, EPS declined from $10.11 in the same timeframe last year to $6.82 this year.Meta Q3/22 Earnings ReleaseWhen looking for the reasons, we can mention several aspects. Although playing only a small role, interest payments of $88 million had a negative effect (due to the company’s $10 billion in long-term debt). Cost of revenue declined about 1% to $5,716 million, but the operating expenses increased dramatically. General and administrative expenses increased 14.9% year-over-year to $3,384 million, and research and development expenses increased 45.2% YoY to $9,170 million. And the result was operating income cut in half from $10,423 million in Q3/21 to $5,664 million this quarter.Top Line Growth Slowing DownBut not only increased costs had a negative effect. Revenue also declined from $29,010 million in Q3/21 to $27,714 million in Q3/22 – resulting in 4.5% decline YoY. Management was pointing out, that on a constant currency basis revenue increased 2% year-over-year. We can also look at the different regions and different segments and see mixed trends. Dave Wehner gave detailsduring the last earnings call:The healthcare and travel verticals were the largest positive contributors to growth in Q3. However, this was offset by continued softness in other verticals, including online commerce, gaming, financial services and CPG. On an advertiser size basis, revenue growth from large advertisers remains challenged, while we have seen more resilience among smaller advertisers. Foreign currency was a significant headwind to advertising revenue growth in all international regions. On a user geography basis, year-over-year ad revenue growth was strongest in Asia-Pacific and rest of world at 6% and 3% respectively, with both regions continuing to benefit meaningfully from strong growth in click-to-messaging ads. North America and Europe declined 3% and 16% respectively.And during the last few quarters, growth clearly slowed down – when looking at the TTM numbers, revenue growth declined for four quarters in a row from 42.33% growth in September 2021 to only 5.15% right now.Meta Platforms TTM numbers, year-over-year growth(Seeking Alpha)Problems, Problems, Problems?We should not ignore the problems Meta Platforms is clearly facing. Revenue growth is slowing down and, due to increasing costs (we will get to that), profitability is declining and earnings per share are crumbling. And the stock certainly deserved to decline in value, but a 75% decline was unjustified – especially as Meta Platforms was not so expensive to begin with (even more true when comparing to several other hyped stocks). When looking at the results in more detail, there are signs to be optimistic.Small Signs of GrowthFirst, on a constant currency basis, revenue increased 2% year-over-year. This is still not great, but we should also not ignore the strong U.S. dollar being a headwind – for Meta Platforms as well as most other U.S. companies. And daily active users for the Family of Apps increased from 2.88 billion last quarter to 2.93 billion this quarter, and year-over-year the DAUs increased about 4%. And daily active users for Facebook also increased from 1,930 million in the same quarter last year to 1,984 million this quarter – resulting in 2.8% year-over-year growth.Meta Platforms Q3/22 PresentationOf course, these are not impressive growth rates, but the company is still growing which is good news. During the earnings call, Dave Wehner stated:So on time spent, we are really pleased with what we’re seeing on engagement. And as Mark mentioned, Reels is incremental to time spent. Specifically, in terms of aggregate time spent on Instagram and Facebook, both are up year-over-year and in both the U.S. and globally.And while revenue stagnated, the total number of ad impressions served across the different apps increased 17%, which is a good sign for underlying growth. Growth was especially driven by Asia-Pacific and rest of world. On the other hand, the average price per ad decreased 18%, but the reasons might be temporary – like the shift to Reels.Shift to ReelsAnother reason for the top-line troubles is the move from Feed and Stories to Reels, as the monetization is still problematic. During the earnings call, Mark Zuckerberg commented:Moving to monetization, I’ve discussed in the past how the growth of short-form video creates near-term challenges since Reels doesn’t monetize at the rate of Feed or Stories yet. That means that as Reels grows, we are displacing revenue from higher monetizing surfaces. And I think this is clearly the right thing to do, so Reels can grow with the demand that we are seeing, but closing this gap is also a high priority. Even with the progress we have made, we are still choosing to take a more than $500 million quarterly revenue headwind with this shift, but we expect to get to a more neutral place over the next 10 – sort of 12 to 18 months. I mentioned last quarter that Instagram Reels had crossed a $1 billion annual revenue run-rate. We continue scaling monetization across both Instagram and Facebook and the combined run-rate across these apps is now $3 billion.And Reels is growing quickly and at a high pace. According to Zuckerberg, there are more than 140 billion Reels plays across Facebook and Instagram each day, which is a 50% increase from 6 months ago. And although this is not backed up by numbers, Zuckerberg believes that Meta is gaining time spent share on competitors like TikTok.And the path for Reels monetization seems similar than the path towards monetization of Feeds or the switch to mobile. The company first had to focus on increasing engagement and growing demand for the products. Monetization efficiency followed in the next step. But Zuckerberg also admits it is hard to predict the monetization efficiency for Reels in advance.New Ways of MonetizationAside from trying to monetize Reels more efficiently, Meta Platforms is also seeing another major monetization opportunity in messaging. During the last earnings call, Mark Zuckerberg explained:Beyond Reels, messaging is another major monetization opportunity. Billions of people and millions of businesses use WhatsApp and Messenger everyday and we are confident that we can connect them in ways that create valuable experiences. We started with click-to-messaging ads which lets businesses run ads on Facebook and Instagram that start a thread on Messenger, WhatsApp or Instagram Direct, so they can communicate with customers directly. And this is one of our fastest growing ads products with a $9 billion annual run-rate.In theprevious earnings call, the company already pointed out the big potential it sees in messaging. Meta Platforms reported strong double-digit year-over-year growth rates, and these messages are particular popular with small and medium-sized businesses in emerging markets like Brazil and Mexico.Scary MetaverseIn my opinion, investors are mostly scared by Mark Zuckerberg’s plans for the Metaverse and the huge expenses necessary. By focusing on the Metaverse (and seeing it as a huge cash-burning fantasy of a billionaire), they are overlooking that Meta Platforms is still a solid, highly profitable cash cow (yes it is, even when it will struggle for a few quarters). And the vision of the Metaverse is generating uncertainty, and investors don’t like uncertainty.And there are reasons to be cautious (or even pessimistic). In the last few weeks, disappointing data about the Metaverse has been reported – aboutusers not returningand fewer than 200k users signing up forthe Horizon World. And when looking at the results for the third quarter of fiscal 2022, revenue for the Reality Labs business segment was only $285 million and 49% lower than in the same quarter last year. And not very surprisingly, the segment had to report an operating loss once again - $3,672 million. And when looking at the last eight quarters, this is the biggest operating loss for the segment so far.Meta Platforms Q3/22 PresentationWhat shocked investors in particular was the fact that Meta Platforms won’t cut down on spendings and will continue to rely heavily on its vision of the Metaverse. While total expenses for fiscal 2022 are expected to be in the range of $85 billion to $87 billion, management is anticipating full year 2023 total expenses to be in the range of $96 billion to $101 billion. And management is also anticipating that Reality Labs operating losses will grow significantly year-over-year.And the voices are getting louder that Mark Zuckerberg should let go of his vision of the Metaverse and cut spendings to an absolute minimum. But Zuckerberg seems to hold on to his vision, and although he is acknowledging it will take time (several years) and several tries before the right platforms and apps exist, he is optimistic that Meta Platforms is on the right path:Work in the metaverse is a big theme for Quest Pro. There are 200 million people who get new PCs every year, mostly for work. And our goal for the Quest Pro line over the next several years is to enable more and more of these people to get their work done in virtual and mixed reality eventually even better than they could on PCs. And to deliver a great work and productivity experience, I am excited about the partnerships that we announced with Microsoft, bringing their suite of productivity and enterprise management services to Quest; Adobe and Autodesk bringing their creative tools; Zoom bringing their communication platform; Accenture building solutions for enterprises and more.TakeawayIn my opinion, we can break this story down in two key messages:Business Cycle: Meta Platforms is a company undergoing a cyclical low – like several other technology companies – and is therefore reporting low growth rates and is struggling on several fronts. Considering the fact that we are on the eve of a major recession it is not surprising for a business depending on advertisement revenue to report slowing revenue growth. And not only Meta Platforms is struggling – peers like Alphabet (GOOG,GOOGL), Amazon (AMZN), and Tencent are struggling as well.Investing in the future: Meta Platforms is investing in its huge vision of the metaverse, which is expensive and has a negative impact on the bottom line and the company’s ability to generate free cash flow.These two aspects combined create a scenario that looks like Armageddon for Meta Platforms – but it is not. The first problem (the cyclical low) will pass, and revenue growth and profitability will increase again. The second problem (high expenditures) could actually be a huge opportunity for billions and billions in profits in the years to come. And this is even if the scenario that Meta Platforms is failing with its vision of the Metaverse and Facebook and Instagram just returning to normal ways of profitability after the recession is not priced in (the current stock price, at least).Intrinsic Value CalculationAnd as I have mentioned several times in the past, the Metaverse does not have to work out in any way for Meta Platforms to be a bargain. It is not like we are paying any form of premium for Meta Platforms on the hope of billions in profits from the Metaverse. Just returning to previous profitability levels and generating about $40 billion in free cash flow would make the stock worth about $150 (without any growth assumptions).And although it sounds absurd right now, Meta Platforms should be able to grow in the mid-to-high single digits in the years to come. Not only have we to assume Meta Platforms being able to grow its top line again. Additionally, Meta Platforms could use share buybacks to grow its bottom line (if all the other growth initiatives won’t work). Last quarter, Meta Platforms spent $7,365 million on share buybacks, which is resulting in $29,460 million on annual share buybacks. At the current depressed stock price, this is enough to repurchase more than 10% of outstanding shares and add 10% growth to the bottom line. Combined with revenue growth, this would lead to double-digit growth for Meta Platforms.Meta Platforms Q3/22 PresentationFree cash flow in the last four quarters was $25,713 million and we are using this amount as basis in our calculation. For fiscal 2023, we assume 0% growth as the company is not so optimistic for the next years and the recession will have a negative impact. For the years from fiscal 2024 going forward (and till perpetuity), we assume only 5% growth. This is resulting in an intrinsic value of $182.69 (assuming 2,687 million outstanding shares and 10% discount rate). When assuming 6% instead, the intrinsic value would be $221.44, and these are still cautious assumptions.ConclusionIn past articles I mentioned several times that I don’t like the term “buying opportunity of a lifetime” – especially as it was often used after small corrections implying that a 10% or 20% correction is already generating a deeply undervalued stock. But Meta Platforms is a huge buying opportunity, in my opinion, and the stock could easily double or triple over the next few years as Meta Platforms is trading nowhere close to its intrinsic value. In different calculations (which I did not include in this article), we also get an intrinsic value around $400 for Meta Platforms right now.And in the coming quarters, bad news will continue as the recession, which will hit the United States with a highprobability in 2023, will lead to more trouble for Meta Platforms. But at this point, most of the bad news should be priced in, and further bad news should not be a major shock. Over the next few years, you probably won’t regret an investment in Meta Platforms (and for the next few quarters just go to sleep, as we don’t know what will happen).","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980452596,"gmtCreate":1665800685416,"gmtModify":1676537666748,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Good sharing..👍","listText":"Good sharing..👍","text":"Good sharing..👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980452596","repostId":"1107684501","repostType":4,"repost":{"id":"1107684501","pubTimestamp":1665795726,"share":"https://www.laohu8.com/m/news/1107684501?lang=&edition=full","pubTime":"2022-10-15 09:02","market":"us","language":"en","title":"Apple Stock: Fears Are Overdone, Say These Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1107684501","media":"TheStreet","summary":"Amid growing concerns over inflation and an eventual recession, two analysts don’t seem too concerned about Apple stock. Here is why.","content":"<html><head></head><body><p>It is looking uglier by the day. With mounting fears over lingering inflation, rising interest rates that don’t seem to find a ceiling, anddeteriorationin global economic activity, <b>Apple</b> stock has reached 22% lower for the year alongside an equally soft <b>S&amp;P 500</b>.</p><p>However, even ahead of a nail-biting CPI report scheduled for this Thursday and the upcoming calendar Q3 earnings season for tech companies, a couple of analysts have been emphatic: there isn’t too much about AAPL that should worry investors now.</p><p>Below are the arguments recently made by Citi’s Jim Suva and Key Banc’s Brandon Nispel, two analysts that see Apple stock rising to $185 per share, for 34% upside opportunity.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc165c978aa2aceb68ae254e7c6cd1ee\" tg-width=\"1240\" tg-height=\"828\" width=\"100%\" height=\"auto\"/><span>Figure 1: Apple Stock: Fears Are Overdone, Say These Analysts</span></p><h2>Apple: delivering the goods</h2><p>Mr. Suva’s leaned on “the full package” that Apple has been this year to explain why he is not concerned about the Cupertino company ahead of earnings season.</p><p>According to him, Apple has hit the nail on the head with the recent iPhone 14 launch. The analyst was particularly optimistic about consumer preference towards the Pro models, which carry a higher price tag – and likely better margins.</p><p>That said, the Citi researcher did not have a particularly differentiated view on the number of iPhone units that he expects Apple to ship in the second half: 90 million. This is a sales figure that other analysts on Wall Street have also projected, and something that would not be substantially better compared to the iPhone 13 last year.</p><p>Mr. Nispel, on the other hand, looked at Apple’s performance from the top down. He started off by noting that big-ticket purchases by US consumers in September exceeded what the historical month-over-month trend would have suggested.</p><p>Based on the analyst’s report, spending increased by 11% from August. This is good news, considering that seasonality tends to be negative heading into the last month of the quarter, according to the researcher.</p><p>These observations bode well for Apple’s hardware sales in the company’s fiscal Q4. KeyBanc sees the number climbing 11% sequentially, roughly three percentage points above consensus.</p><h2>But what about AAPL stock?</h2><p>None of the above should be bad news for Apple stock and its investors – the contrary, if anything. Considering the uncertainty about economic activity and consumers’ spending power heading into the end of 2022, Apple may continue to execute better than most of its peers.</p><p>I wonder, however, how much the company’s financial performance might matter to Apple shares in the near term. I have recently argued that macroeconomic factors, and not the performance of the iPhone 14 or any other of Apple’s products and services, will likely dictate the direction of AAPL in the foreseeable future.</p><p>Therefore, I continue to expect high levels of volatility in AAPL over the next weeks, maybe even a retesting of the 2022 lows. Inflation and the conversations around monetary policy will be the most important variables to keep an eye on, in my opinion.</p><p>That is not to say, however, that the data points presented by the two Wall Street analysts are meaningless. Should Apple continue to deliver the goods, as it has in the past few years, the company’s stock could eventually leap ahead of the S&amp;P 500 again.</p><p>Witnessing and benefitting from this potential outperformance, however, will require some patience from investors.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Fears Are Overdone, Say These Analysts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Fears Are Overdone, Say These Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/apple-stock-fears-are-overdone-say-these-analysts><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is looking uglier by the day. With mounting fears over lingering inflation, rising interest rates that don’t seem to find a ceiling, anddeteriorationin global economic activity, Apple stock has ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-fears-are-overdone-say-these-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-fears-are-overdone-say-these-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107684501","content_text":"It is looking uglier by the day. With mounting fears over lingering inflation, rising interest rates that don’t seem to find a ceiling, anddeteriorationin global economic activity, Apple stock has reached 22% lower for the year alongside an equally soft S&P 500.However, even ahead of a nail-biting CPI report scheduled for this Thursday and the upcoming calendar Q3 earnings season for tech companies, a couple of analysts have been emphatic: there isn’t too much about AAPL that should worry investors now.Below are the arguments recently made by Citi’s Jim Suva and Key Banc’s Brandon Nispel, two analysts that see Apple stock rising to $185 per share, for 34% upside opportunity.Figure 1: Apple Stock: Fears Are Overdone, Say These AnalystsApple: delivering the goodsMr. Suva’s leaned on “the full package” that Apple has been this year to explain why he is not concerned about the Cupertino company ahead of earnings season.According to him, Apple has hit the nail on the head with the recent iPhone 14 launch. The analyst was particularly optimistic about consumer preference towards the Pro models, which carry a higher price tag – and likely better margins.That said, the Citi researcher did not have a particularly differentiated view on the number of iPhone units that he expects Apple to ship in the second half: 90 million. This is a sales figure that other analysts on Wall Street have also projected, and something that would not be substantially better compared to the iPhone 13 last year.Mr. Nispel, on the other hand, looked at Apple’s performance from the top down. He started off by noting that big-ticket purchases by US consumers in September exceeded what the historical month-over-month trend would have suggested.Based on the analyst’s report, spending increased by 11% from August. This is good news, considering that seasonality tends to be negative heading into the last month of the quarter, according to the researcher.These observations bode well for Apple’s hardware sales in the company’s fiscal Q4. KeyBanc sees the number climbing 11% sequentially, roughly three percentage points above consensus.But what about AAPL stock?None of the above should be bad news for Apple stock and its investors – the contrary, if anything. Considering the uncertainty about economic activity and consumers’ spending power heading into the end of 2022, Apple may continue to execute better than most of its peers.I wonder, however, how much the company’s financial performance might matter to Apple shares in the near term. I have recently argued that macroeconomic factors, and not the performance of the iPhone 14 or any other of Apple’s products and services, will likely dictate the direction of AAPL in the foreseeable future.Therefore, I continue to expect high levels of volatility in AAPL over the next weeks, maybe even a retesting of the 2022 lows. Inflation and the conversations around monetary policy will be the most important variables to keep an eye on, in my opinion.That is not to say, however, that the data points presented by the two Wall Street analysts are meaningless. Should Apple continue to deliver the goods, as it has in the past few years, the company’s stock could eventually leap ahead of the S&P 500 again.Witnessing and benefitting from this potential outperformance, however, will require some patience from investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078588175,"gmtCreate":1657715826897,"gmtModify":1676536050090,"author":{"id":"4099632774864490","authorId":"4099632774864490","name":"JSY25","avatar":"https://static.itradeup.com/news/398a3116838b1007fdd0326dae5c7a9d","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Wow,, bad news.. can be worst or not???","listText":"Wow,, bad news.. can be worst or not???","text":"Wow,, bad news.. can be worst or not???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078588175","repostId":"1193857181","repostType":4,"repost":{"id":"1193857181","pubTimestamp":1657725838,"share":"https://www.laohu8.com/m/news/1193857181?lang=&edition=full","pubTime":"2022-07-13 23:23","market":"us","language":"en","title":"U.S. Consumer Price Index Surges 9.1% in June, Hottest Rate in Over 40 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1193857181","media":"Seeking Alpha","summary":"June Consumer PriceIndex:+1.3%vs.+1.1% consensus and +1.0% prior.The energy index rose 7.5% M/M, con","content":"<html><head></head><body><p>June Consumer PriceIndex:<b>+1.3%</b>vs.+1.1% consensus and +1.0% prior.</p><p>The energy index rose 7.5% M/M, contributing almost half of the all-items increase; the gasoline index jumped 11.2%. The food index increased 1.0% in June.</p><p>Y/Y, CPI<b>+9.1%</b>vs. 8.8% consensus and +8.6% prior.</p><p>The numbers reflect broad-based increase in inflation, with gasoline, shelter, and food being the largest contributors.</p><p>The Y/Y jump reflects the biggest gain since November 1981, commented Bankrate Senior Economic analyst Mark Hamrick. &#34;The offenders again were all too familiar to consumers, those being gasoline, food, and shelter.&#34;</p><p>Charles Schwab economist Liz Ann Sonderspoints out that owners&#39; equivalent rent continued to climb with a 5.5% annual increase, its strongest since September 1990.</p><p>Core CPI:<b>+0.7%</b>vs. +0.5% consensus and +0.6% prior.</p><p>Y/Y, core CPI:<b>+5.9%</b>vs. +5.8% consensus and +6.0% prior.</p><p>The stronger-than-expected numbers keep the pressure on the Federal Reserve to get inflation under control. Some traders are now expecting a 100 basis point rate increase at the central bank&#39;s July meeting. The CME Fed Watch tool puts a 33.2% probability on the one full percentage point hike and a 66.8% probability on a 75-bp increase.</p><p>&#34;With the hot month-over-month and year-over-year numbers coming in as they have, this tells the Federal Reserve it has more work to do with higher interest rates to eventually achieve its mandate of stable prices, or lower inflation, in this case. Look for another rate increase of as much as 75 basis points at the FOMC meeting at the end of this month,&#34; said Bankrate&#39;s Hamrick.</p><p>In the core CPI&#39;s month-over-month increase, the biggest contributors were shelter, used cars and trucks, medical care, motor vehicle insurance, and new vehicles.</p><p>Only a few major component indexes declined in June, including lodging away from home and airline fares.</p><p>The hotter-than-expected inflation print harpooned equity futures, pushing Nasdaq futures down 2.1%, S&amp;P futures-1.4%and Dow futures-1.0%. The 10-year Treasury yield jumped 6 basis points to 3.04%.</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. Consumer Price Index Surges 9.1% in June, Hottest Rate in Over 40 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Consumer Price Index Surges 9.1% in June, Hottest Rate in Over 40 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3856359-consumer-pride-index-surges-91-in-june-core-cpi-grows-59><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June Consumer PriceIndex:+1.3%vs.+1.1% consensus and +1.0% prior.The energy index rose 7.5% M/M, contributing almost half of the all-items increase; the gasoline index jumped 11.2%. The food index ...</p>\n\n<a href=\"https://seekingalpha.com/news/3856359-consumer-pride-index-surges-91-in-june-core-cpi-grows-59\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3856359-consumer-pride-index-surges-91-in-june-core-cpi-grows-59","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193857181","content_text":"June Consumer PriceIndex:+1.3%vs.+1.1% consensus and +1.0% prior.The energy index rose 7.5% M/M, contributing almost half of the all-items increase; the gasoline index jumped 11.2%. The food index increased 1.0% in June.Y/Y, CPI+9.1%vs. 8.8% consensus and +8.6% prior.The numbers reflect broad-based increase in inflation, with gasoline, shelter, and food being the largest contributors.The Y/Y jump reflects the biggest gain since November 1981, commented Bankrate Senior Economic analyst Mark Hamrick. \"The offenders again were all too familiar to consumers, those being gasoline, food, and shelter.\"Charles Schwab economist Liz Ann Sonderspoints out that owners' equivalent rent continued to climb with a 5.5% annual increase, its strongest since September 1990.Core CPI:+0.7%vs. +0.5% consensus and +0.6% prior.Y/Y, core CPI:+5.9%vs. +5.8% consensus and +6.0% prior.The stronger-than-expected numbers keep the pressure on the Federal Reserve to get inflation under control. Some traders are now expecting a 100 basis point rate increase at the central bank's July meeting. The CME Fed Watch tool puts a 33.2% probability on the one full percentage point hike and a 66.8% probability on a 75-bp increase.\"With the hot month-over-month and year-over-year numbers coming in as they have, this tells the Federal Reserve it has more work to do with higher interest rates to eventually achieve its mandate of stable prices, or lower inflation, in this case. Look for another rate increase of as much as 75 basis points at the FOMC meeting at the end of this month,\" said Bankrate's Hamrick.In the core CPI's month-over-month increase, the biggest contributors were shelter, used cars and trucks, medical care, motor vehicle insurance, and new vehicles.Only a few major component indexes declined in June, including lodging away from home and airline fares.The hotter-than-expected inflation print harpooned equity futures, pushing Nasdaq futures down 2.1%, S&P futures-1.4%and Dow futures-1.0%. The 10-year Treasury yield jumped 6 basis points to 3.04%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107015407846850","authorId":"4107015407846850","name":"FattAgain69","avatar":"https://community-static.tradeup.com/news/a4e3d511c15de9227ee9ebca3021f903","crmLevel":4,"crmLevelSwitch":0},"content":"Can be worse, like China opening up.","text":"Can be worse, like China opening up.","html":"Can be worse, like China opening up."}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}